§ Select Operations Tab then Purchase Order Tab within the application.
§ Select New Order Entry on left navigation bar or select the Order Entry List to view orders that have already been started.
§ Select a Facility and a delivery Location.
§ Select the Submit Button.
§ Now, put the scanner in the cradle (face down). The scanner will display “Data Sync”.
§ Click the Upload Button under the Order Entry / Update Tab.
§ All the products on the scanner will be imported into the application.
§ At the end of the upload process, you will see a confirmation on the Opticon Scanner asking if you want to delete the database or cancel and keep the products on the scanner. Select the arrow for Delete Database to clear the memory.
§ The application will verify every item you scanned to make sure the products exist in the system. If any products are rejected, you will receive the below confirmation. The failed products are listed under the Update Tab / Process Failed Lines Link. You will need to fix the data before the rejected products are added to the order.
§ All invalid items need to be removed or fixed before the order can be submitted.
§ When you’re ready to process the order, click the Submit to PO Button to convert the order into multiple purchase orders.
When an Order Entry is converted to multiple POs, the POs are created and put into a Draft Status. The same user must then process the POs up to at least a Pending Approval Status Level. Otherwise, other users won’t see the POs in the system.
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