Proxis Stock Manager User's Guide - Proxis Software

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3 Working with Inventory Stock Manager manages inventory items from a main inventory screen. Use the tabs on this screen to access commonly performed inventory functions. The main inventory screen is comprised of 7 tabbed function screens: • Inventory • Add • Subtract • Invoice • Compare • Purchase Order • History Click on the tab to perform the function it describes. The Add tab will add inventory item quantities; the Subtract tab reduces inventory quantities; the Invoice tab generates invoices for customers; the Compare tab will compare inventory item quantities with the values scanned during a physical inventory; the PO’s tab generates purchase orders; the History tab shows a chronological history of operations performed on the inventory. Each function that modifies inventory levels (Add and Subtract) includes a history grid to display recent scans and undo those scans if necessary. ProxisSoftware.com Customer Service: 1-877-477-6947 28
3.1 Main Inventory Screen The Inventory tab displays the entire list of inventory items in its grid. This screen provides a search function for finding items in the main inventory grid. There are also 7 functional tabs: • Inventory – lists all items in the inventory • Add – increase an item’s quantity • Subtract - decrease an item’s quantity • Invoice – sell items to customers • Compare – perform physical inventories • PO’s – create purchase order automatically • History – view a history of recent inventory transactions The labels of these tabs can be customized from the File > Customize Text menu. Function Tab Scanning Box Inventory Grid Barcode Printing Edit Item Information Figure 21. Main Inventory Screen On most tabs, scanning an item not found in inventory will result in a prompt to add it. The inventory grid has buttons for editing items and printing barcodes for specific items. Double clicking an item or clicking the item’s Edit button will open the editor screen. ProxisSoftware.com Customer Service: 1-877-477-6947 29
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Page 5 and 6: 12.11 Scanner Advanced Settings....
Page 7 and 8: 1.2 Stock Manager Features and Bene
Page 9 and 10: 1.3.2 Registration and Activation T
Page 11 and 12: Figure 5. Device Settings 1.4.3 Pal
Page 13 and 14: Figure 7. Microsoft ActiveSync To a
Page 15 and 16: • Brother - barcode printer model
Page 17 and 18: 2 Getting Started Getting started i
Page 19 and 20: Figure 11. Scanner Settings 2.1.2 S
Page 21 and 22: during Mobile Scanner synchronizati
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Page 25 and 26: 2.3 Managing Users The Users settin
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Page 35 and 36: To transfer Inventory from one loca
Page 37 and 38: 3.1.4 Adding and Editing Items - Li
Page 39 and 40: To remove a component in a kit: 1.
Page 41 and 42: Serial numbers are tracked when sca
Page 43 and 44: 3.2.1 Importing from a Keychain Sca
Page 45 and 46: 3.2.3 Setting a Location When Addin
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Page 49 and 50: 3.4 Invoice Screen The Invoice func
Page 51 and 52: To print an invoice: 1. Click on th
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Page 55 and 56: To receive only certain items on a
Page 57 and 58: 4 Barcode Label Printing Figure 52.
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Page 63 and 64: 5.1 Full Inventory Reporting The Fu
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11 Error Handling If Stock Manager
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Add Inventory Look up Inventory Rep
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12.3 Add Inventory The Add Inventor
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12.4 Remove From Inventory Use the
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12.6 Replace Inventory Quantities R
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12.8 Synchronize The Synchronize fu
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12.11 Scanner Advanced Settings The
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Figure 91. Device Synchronization W
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13.3 Add Inventory The Add Inventor
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13.4 Subtract From Inventory Use th
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13.5 Compare Inventory Quantities U
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13.7 Add New Inventory Item The Add
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13.8 Lookup Products This function
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13.9 Edit Inventory Information Sca
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4. Most Epson Compatibles The follo
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13.12 Data Utility The Utility func
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13.14 Calculator Function The Item
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14.1 Device Compatibility Supported
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14.3 Scanner Functions The Windows
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Figure 114. Adding a New Item to In
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To print a barcode of the last item
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The Windows CE software Keypad prov
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14.8 Edit Inventory Information Sca
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14.9 Lookup Products This function
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14.10 Calculator Function The Item
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• Total Quantity will print barco
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Figure 126. Clear Data Utility Caut
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15 Appendix and Supplemental Inform
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Figure 130. Scan or Enter the Activ
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First Time Installation: 1. Check t
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Proxis Stock Manager User's Guide - Proxis Software

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