When setup as described in Setting up Container Tracking, Mobileezy will trigger the handheld user to record a container return whilst completing a sale on the handheld for any item that has been configured under the Container Management tab. It will also automatically complete a stock adjustment of the container item from the users' logged on location to the customer location for the quantity of content item sold. This topic will provide you with instructions on how to use container tracking on the handheld.
A container return will be triggered on the handheld whenever a sale is made for one of the content items setup in Container Management.
Checking Current Container Levels
To view the current container levels at the customer premises the following steps are required:
|1.||From the Login tab logon with the employee name|
|2.||Tap on the location name (the button below the employee name)|
|3.||Select Customers from the drop down list|
|4.||Locate the customer by scrolling through the list and tap on their name (this logs you onto their location to view their stock balance). |
|5.||Tap on Cards and then Cards List. |
|6.||Select the name of the customer you logged onto in step 4 from the cards list. |
|7.||Tap on the Item List button and select On Hand from the tab in the header menu.|
|8.||Scroll through the item list or enter the container item code in the Look Up field.|
|9.||The quantity of containers is displayed here.|
|Customer Stock Level|
Note: If you intend to make sales directly after checking the customer stock level, make sure that you logon to your company stock location from the login tab.
Entering Customers' Opening Container Balance
On initial setup it will be necessary for you to enter the customers' opening container balance. This can be completed either on the Desktop Order Entry System system or on the handheld through the use of stock adjustment transactions.
To do this, follow the instructions found here under the subtopic 'Entering a Stock Adjustment on the Mobileezy Handheld App, making sure that the From Location is set to Factory.
Setting up Container Tracking