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Using EPASS WMS

General Operation

  1. Tap a Command.

  2. Follow prompt.

  3. Scan.

1 - Shipping

Ship invoices to customers or return shipped serials back to inventory.

1.1 - Shipping an Invoice

Ship an invoice to a customer.

  1. Tap Shipping.

  2. Scan the Invoice barcode.

  3. Scan each serial barcode.

1.2 - Return Shipping

Returned shipped serials back into inventory.

  1. Touch Return Shipping.

  1. Scan the serial #.

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2 - Check Stock

Check your serial and item inventory as well as update serial type, unique price, and notes. You can also view images of serials in the image gallery or add new images using the scanner’s camera.

2.1 - Checking Stock

Scan and check the current stock levels of a serial or item.

Checking Stock

  1. Tap Check Stock.

  2. Tap Serial Inventory or Item Inventory.

  3. Select options.

    • Active Only: When this option is on, only active models are included in the search results. To include inactive models as well, turn off this setting.
    • Not Obsolete: When this option is on, only models that are not marked as “Obsolete” are included in the search results. To include obsolete models as well, turn this off.

  4. Scan the serial or item barcode.

Searching with a Partial Model Number

If you don’t have a barcode or the full model number, you can still check the stock by entering part of the model number, and then selecting from a list of matching models.

  1. Tap Check Stock.

  2. Tap Serial Inventory or Item Inventory.

  3. Enter the partial model number.

  4. Select options.

    • Active Only: When this option is on, only active models are included in the search results. To include inactive models as well, turn off this setting.
    • Not Obsolete: When this option is on, only models that are not marked as “Obsolete” are included in the search results. To include obsolete models as well, turn this off.

  5. Tap Search.

2.2 - Viewing or Adding Serial Pictures

View images that are attached to a serial and add new images with the scanner’s camera.

Before Starting

To add or delete serial pictures, you need to assign two security options to the user account:

  • Wireless Inventory - Stock Status: Add Pictures
  • Wireless Inventory - Stock Status: Delete Existing Pictures

To Assign the Security Options

  1. In EPASS, go to Tools > System Maintenance. On the Tables tab, select User Security, and then click Open.
  2. Select a User or Group from the list, and then click Security.
  3. In the Keyword search box, enter Pictures. Select the two security options.

  1. Click OK.

To View Serial Images

  1. Tap Check Stock.

  2. Tap Serial Inventory.

  3. Scan or enter the serial’s barcode.

  4. Tap the Pictures link.

The picture gallery opens:

You can do the following from the picture gallery:

  1. Enable the device camera and take a picture that is uploaded to EPASS.
  2. Choose a picture from the device gallery to upload to EPASS.
  3. Delete a picture. This will completely remove it from EPASS.
  4. Scroll through the pictures in the gallery.

To Add Pictures with the Scanner Camera

  1. Tap Check Stock.

  2. Tap Serial Inventory.

  3. Scan or enter the serial’s barcode.

  4. Tap the Pictures link.

  5. Tap the Camera icon to enable the device camera.

  6. Take a picture with the camera. The picture is automatically uploaded to EPASS and added to the serial.

2.3 - Updating Serial Type, Unique Price, and Notes

Update a serial’s type, unique price, and add notes, directly from the scanner.

Overview

You can make changes to a serial’s type, unique price, and add notes, directly from the scanner. This can save you time if you handle used or damage product. For example, once you’ve determined a serial is going to be discounted due to damage, you can scan it and then immediately update it’s serial type and unique price through through the scanner without having to log into an EPASS terminal.

Before Starting

Editing each serial field (Type, Unique Price, and Notes) is controlled by a separate security option. You’ll need to assign each security option to the user accounts or groups that need to edit these fields.

To Assign the Security Options

  1. In EPASS, go to Tools > System Maintenance. On the Tables tab, select User Security, and then click Open.

  2. Select a User or Group from the list, and then click Security.

  3. In the Keyword search box, enter stock status: edit. Select each security option that the user requires:

  4. Click OK.

To Edit the Serial Type, Unique Price, or Notes

  1. Tap Check Stock.

  2. Tap Serial Inventory.

  3. Scan or enter the serial’s barcode.

  4. Tap the Serial Type, Unique Sell Price, or Notes field and enter the updated information.

  5. Tap Save.

3 - Transferring

Transfer a single serial, a serial batch, items, or prepare items for service calls.

3.1 - Transferring a Serial

Transfer a single serial to a new location.

  1. Tap Transfer.

  2. Tap Regular (Serial).

  3. Scan or enter the location that you are transferring the serial to.

  4. Scan the serial barcode.

3.2 - Transferring a Serial Batch

Transfer a serial batch to a new location.

  1. Tap Transfer.

  2. Tap Batch (Serial).

  3. Scan the batch #.

  4. Scan or enter the location that you are transferring the batch to.

3.3 - Transferring Items

Transfer items to a new location.

  1. Tap Transfer.

  2. Tap Item Inventory.

  3. Scan or enter the location that you are transferring the item from and the location you are transferring to.

  4. Scan the item barcode and enter the quantity that you are transferring.

  5. Tap OK.

3.4 - Prep Items for Service Calls

Transfer parts from the warehouse to a service truck or technician in preparation for a service call.

  1. Tap Transfer.

  2. Tap Item Prep.

  3. Scan the service invoice barcode.

  4. Scan the item barcode.

  5. Scan or enter the item’s current location.

  6. Scan or enter the route where you’re transferring the item to.

  7. Repeat step 2–6 for each item on the invoice.

4 - Receiving

Receive serials, items, or transfers.

4.1 - Receiving Serials or Items

Receiving serial inventory or items.

Receiving Serial Inventory

  1. Touch Receiving.

  2. Touch Receive Serial Inventory.

  3. Scan the serial inventory label that was printed from EPASS.

  4. Scan or enter the product serial number.

Receiving Items

  1. Touch Receiving.

  2. Touch Receive Items.

  3. Scan or enter the PO#.

  4. If you have additional POs, scan or enter their numbers to add them to the receive.

  5. Once you’ve added all POs, touch Receive.

  6. Select the option to print a label.

  7. Scan or enter the item number.

  8. Enter the quantity received.

  9. Touch OK.

  10. If there are additional items on the PO to receive, repeat steps 5–8, or touch Home to exit.

4.2 - Receiving a Transfer

Receiving a transfer from another location.

  1. Touch Receive Transfer.

  2. Scan the transfer batch #.

  3. Scan the location code that you are transferring to.

  4. Scan each barcode assigned to the batch until the receive transfer is complete.

5 - Count Inventory

Perform a physical inventory count of your models and items.

5.1 - Model Physical Count

Perform a physical count of your models.

  1. Tap Count Inventory.

  2. Tap Model Physical Count.

  3. Scan or enter the Location.

  1. Scan the model barcode to count it.

5.2 - Item Physical Count

Perform a physical count of your items.

  1. Tap Count Inventory.

  2. Tap Item Physical Count.

  3. Scan or enter the Location.

  1. Scan the item barcode and enter the QTY that you are counting.