Unitech PA600 User Manual
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Unitech PA600 User Manual

Windows mobile edition general store
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Unitech PA600
Windows Mobile Edition
General Store
User Manual

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  • Page 1 Unitech PA600 Windows Mobile Edition General Store User Manual...

  • Page 3: Table Of Contents

    Chapter 1 Unitech PA600 Windows Mobile Version Overview and Setup ..7 Your PA660 Includes… ........................7 Step 1 - Connect the USB Cradle ....................8 Step 2 - Check the Battery and Power Configuration ..............8 Installing a New Battery ......................8 Charging the Batteries ......................
  • Page 4 U N I T E C H P A 6 6 0 Start the Omni Communication Server ..................39 The Server will minimize to your systray..................39 Chapter 6 Basic Inventory Functions ..............41 Overview ............................41 Accessing the Inventory Programs Menu ................41 Purchase Orders ..........................
  • Page 5 Chapter 7 - Price Changes ..................69 Entering Price Change Data into the PA600.................. 69 Select the Price Change Program on the PA600 ..............69 Entering Price Change Data ....................70 Entering a Vendor Order Number at the Item Number Prompt ..... 72 Matrix Items .

  • Page 7: Chapter 1 Unitech Pa600 Windows Mobile Version Overview And Setup

    Chapter 1 Unitech PA600 Windows Mobile Version Overview and Setup The General Store now supports the PA660, a rugged, compact and ergonomic handheld terminal powered by the WinCE.NET OS. It incorporates an integral barcode scanning laser/CCD device, color LCD with touch screen, keypad, BT and wireless communication interface capability.

  • Page 8: Step 1 - Connect The Usb Cradle

    Your battery has been installed and charged by Crichlow Data Sciences, Inc. The instructions below are provided mainly as a reference if you ever have to install a new battery, or perform a cold boot on your Unitech PA660. Installing a New Battery...
  • Page 9 C H A P T E R U N I T E C H P A 6 0 0 W I N D O W S M O B I L E V E R S I O N O V E R V I E W A N D S E T U P NOTE:...

  • Page 10: Charging The Batteries

    U N I T E C H P A 6 6 0 Charging the Batteries The main and backup batteries are charged by placing the PA660 in the cradle/docking station (first connect the power supply to the Docking Station). First Time to Charge the Main Battery & Backup Battery We would like to propose to charge the battery at least up to 12 hours for the first time to use.
  • Page 11 C H A P T E R U N I T E C H P A 6 0 0 W I N D O W S M O B I L E V E R S I O N O V E R V I E W A N D S E T U P Battery Levels...

  • Page 12: First Time Use Of The Pa600

    Data Sciences, Inc. Should you ever have to perform a cold boot on your PA660, follow the instructions below when turning on the PA660 for the first time after the cold boot. Pressing the Power ON/OFF Key The Unitech PA660 welcome screen appears. The Windows Mobile screen will appear shortly thereafter.

  • Page 13: Calibrate The Touch Screen

    C H A P T E R U N I T E C H P A 6 0 0 W I N D O W S M O B I L E V E R S I O N O V E R V I E W A N D S E T U P Calibrate the Touch Screen...

  • Page 14: Setting Time Zone/ Date

    Tap “ok” in the upper right hand corner. That’s it. Your screen is aligned. Setting Time Zone/ Date Before using the PA600 please take a few minutes to set the time and date so that data can be properly time-stamped. Setting the Time Zone First Follow the steps below to set up your time zone.
  • Page 15 C H A P T E R U N I T E C H P A 6 0 0 W I N D O W S M O B I L E V E R S I O N O V E R V I E W A N D S E T U P Set your time zone and date accordingly.

  • Page 16: Keypad Overview

    U N I T E C H P A 6 6 0 Keypad Overview Here is a summary of the buttons found on the Unitech PA660, with descriptions of what they do.

  • Page 17: Software Keyboard (Windows Ce Keyboard)

    C H A P T E R U N I T E C H P A 6 0 0 W I N D O W S M O B I L E V E R S I O N O V E R V I E W A N D S E T U P Software Keyboard (Windows CE Keyboard)

  • Page 18: Configuring Your Barcode Scanner

    P A 6 6 0 Configuring Your Barcode Scanner Your Unitech PA660 comes equipped with an integrated laser barcode scanner. It is set at the factory in terms of symbologies like UPCA, UPCE, Code 39, etc. If for some reason, you need to custom configure the barcode scanner, follow these steps.
  • Page 19 C H A P T E R U N I T E C H P A 6 0 0 W I N D O W S M O B I L E V E R S I O N O V E R V I E W A N D S E T U P We then turned on the “Transmit check char/digit”...
  • Page 20 U N I T E C H P A 6 6 0 You can test the scanner by selecting the “Test” tab. Then scan a barcode That’s it! To exit, simply tap the “OK” button at the top right corner of the screen.

  • Page 21: Chapter 2 Connecting The Pa600 To Your Wireless Network

    Your Unitech PA600 comes equipped with a Summit 802.11b/g radio card built in. However, you must set up your login credentials on the PA600, through the Summit Client Utility, in order access your company network via a wireless router, or access point.
  • Page 22 U N I T E C H P A 6 0 0 Next, tap the Admin Login button, and enter “SUMMIT” (All CAPS) in the password field and tap the OK button.. Now select the Profile tab at the top of the window. The easiest way to locate your wireless network is to tap the “Scan”...
  • Page 23 C H A P T E R C O N N E C T I N G T H E P A 6 0 0 Y O U R W I R E L E S S N E T W O R K You will see all networks in range.
  • Page 24 U N I T E C H P A 6 0 0 Now, the last step is to set the Encryption type and keys to match that of your wireless router. In our example the encryption type is WPA2- PSK, and we had to enter the network key (password) by tapping the WEP keys/PSKs button.
  • Page 25 C H A P T E R C O N N E C T I N G T H E P A 6 0 0 Y O U R W I R E L E S S N E T W O R K Once you have set your wireless connection settings, tap the “Commit”...
  • Page 26 U N I T E C H P A 6 0 0...

  • Page 27: Chapter 3 - Software Installation

    • IP address as well as the location the General Store application programs. The ITScriptNet Client Loader for the Unitech PA600. This program is only used if • you have to reload the General Store application programs on the Unitech PA600.
  • Page 28 U N I T E C H P A 6 0 0 Then select your install option. In this example we will choose Single User. Then click Install General Store Files. The install process will then begin. The first prompt is to install ITScriptNetOmni. This must be installed so answer Yes when prompted to install it.

  • Page 29: Now What

    Now that the software has been installed, the General Store database must be configured in order for the Unitech PA600 to properly query the General Store data files. This is described in the chapter 4, “Adding the General Store Database”.

  • Page 31: Chapter 4 Adding The General Store Database

    The General Store utilizes the Pervasive database to store and update data. In order for the Unitech PA600 to interface with the General Store, you must provide a gateway to the General Store data files through the Pervasive Control Center. Follow the steps outlined below to add a database called “TheGeneralStore”...
  • Page 32 U N I T E C H P A 6 0 0 Click the “+” plus sign next to Engines. Then click the “+” plus sign next to you computer name, which in our example is robc. Then click the “+” plus sign next to Databases (Engine). You will then see a list of the existing databases.
  • Page 33 C H A P T E R A D D I N G T H E G E N E R A L S T O R E D A T A B A S E Enter the name of the new database as “THEGENERALSTORE” as shown below.
  • Page 34 U N I T E C H P A 6 0 0 You will notice that your new database, “THEGENERALSTORE” has been added to the list. Close the Pervasive Control Center.

  • Page 35: Chapter 5 Unitech Pa600 Communications

    General store data files, and send collected data, via ITScriptNet Omni Communication Server, a communications package running on your PC. In short, the ITScriptNet Omni Client on the Unitech PA600 talks to the ITScriptnet Omni Communication Server on your PC, and vice versa.

  • Page 36: The Host Settings Section

    U N I T E C H P A 6 0 0 You will see the following screen. The Host Settings Section Finding the right IP Address Click the “?” button to the right of the “IP Address” field to locate the correct IP Address.
  • Page 37 C O M M U N I C A T I O N S Match this IP on the Unitech PA600 Now, you must enter the same IP address on the PA600 through ITScriptNet. On the PA600, access the ITScriptNet Main Menu.
  • Page 38 U N I T E C H P A 6 0 0 You will then see the Host IP field at the top of the screen. Now enter the same IP address you selected when you ran the Omni Configuration utility.

  • Page 39: The Programs Section

    C O M M U N I C A T I O N S The Programs Section You should see all of the programs listed on your PA600 in the programs section window. These are the programs that the Omni Server will talk to on your PA600.

  • Page 41: Chapter 6 Basic Inventory Functions

    Chapter 6 Basic Inventory Functions This chapter will cover the basic inventory functions supported by the PA600 and how they work, including: Purchase Orders • Receiving • Transfers • Adjustments • Bin Locations • Physical Inventory • Sales Orders •...

  • Page 42: Purchase Orders

    Locate the Purchase Orders program from the Select Program menu. You may have to scroll down by using either the cursor keys on the PA600 or by using your stylus and the scroll bar. Once you have “Purchase Orders” selected, click “OK”.

  • Page 43: Collecting Purchase Order Data

    You will then be prompted for your password. Enter it followed by the ENTER key on the PA600. If you do not have a password, you can simply press the ENTER key on the PA600. The system will then check to see if your entries are valid, and that you have rights to changing inventory quantities.

  • Page 44: Entering A Vendor Order Number At The Item Number Prompt

    U N I T E C H P A 6 0 0 Now you can enter a quantity, followed by the ENTER key on the PA600. Entering a Vendor Order Number at the Item Number Prompt Again, when prompted for the item number, you can enter a vendor’s order number and the system will find all items in your inventory that have the order number you entered.

  • Page 45: Entering A Base Matrix Number At The Item Number Prompt

    If you sell apparel items in your store and you utilize the General Store’s matrix feature, you can enter a base matrix number, or style number at the item number prompt. You will see a matrix grid pop up on the PA600, from which you can select the appropriate size/color.

  • Page 46: Reviewing Collected Purchase Order Data

    U N I T E C H P A 6 0 0 Reviewing Collected Purchase Order Data You can review entries at any time by tapping the “Review” button with the stylus. Here, you can select lines for deletion, and you can send data. To return to the item entry screen, tap the “Back”...

  • Page 47: Sending Collected P.o. Data To The Pc

    F U N C T I O N S Sending Collected P .O. Data to the PC There are two ways to send collected purchase order data to from the PA600 to the PC: Via the “Send Data” button on the Review screen.

  • Page 48: Via The Itscriptnet Omni Menu

    P A 6 0 0 Via The ITScriptNet Omni Menu First, you would have to exit the Purchase Order program on the PA600 by tapping the “Exit” button on the item entry screen. Scroll down to Purchase Orders. Notice the “*” symbol circled in red in the above graphic.

  • Page 49: Applying The Collected P.o. Data In The General Store

    Applying the Collected P .O. Data in the General Store Okay. We have collected purchase order data on the PA600, and we have sent it to the PC. Now we have to apply it in the General Store. Follow the steps outlined in the graphic below.
  • Page 50 U N I T E C H P A 6 0 0 If you wish to print a hardcopy of the purchase order, click the “print” icon on the toolbar. That’s it.

  • Page 51: Receiving

    C H A P T E R B A S I C I N V E N T O R Y F U N C T I O N S Receiving Collecting, Reviewing, and Sending the Data These steps are the same as those followed under Purchase Orders. The only differences are that you will be selecting the Receiving program, and the file created and sent is named HTRec.DAT.

  • Page 52: Applying The Collected Receiving Data In The General Store

    Applying the Collected Receiving Data in the General Store Follow these steps to apply the receiving data you collected on the PA600. From the General Store main menu click Inventory>Receiving. Click the File folder icon on the toolbar to apply the file.

  • Page 53: Transfers

    C H A P T E R B A S I C I N V E N T O R Y F U N C T I O N S Transfers Collecting, Reviewing, and Sending the Data These steps are the same as those followed under Purchase Orders. The only differences are that you will be selecting the Inventory Transfers program, and the file created and sent is named HTXfers.DAT.

  • Page 54: Applying The Collected Transfer Data In The General Store

    Applying the Collected Transfer Data in the General Store Follow these steps to apply the Transfer data you collected on the PA600. From the General Store main menu click Inventory>Transfer Items. Select the store number you are sending the items to.

  • Page 55: Adjustments

    C H A P T E R B A S I C I N V E N T O R Y F U N C T I O N S Save the inventory transfer by clicking the “Save” icon on the toolbar. A transfer report will automatically be printed and archived for you.

  • Page 56: Applying The Collected Adjustment Data In The General Store

    P A 6 0 0 Applying the Collected Adjustment Data in the General Store Follow these steps to apply the Adjustment data you collected on the PA600. From the General Store main menu click Inventory>Maintenance>Adjustments. Select the adjustment method, Replace or Adjust.

  • Page 57: Entering Bin Locations

    The only differences are that you will be selecting the Change Bin Locations program, and the file created and sent is named HTBin.DAT. Entering Bin Locations You will also enter Bin Location data instead of quantities on the PA600. These bin locations can be alphanumeric.
  • Page 58 Applying the Collected Adjustment Data in the General Store Follow these steps to apply the Bin Location Data data you collected on the PA600. From the General Store main menu click Tools>Unitech Bin Changes. Select “Process” and the bin locations changes will be applied for you.

  • Page 59: Physical Inventory

    Only for a specific vendor • The General Store can actually determine which items you did not count using the Unitech, and zero those item quantities. All of these adjustments are then printed on the Inventory Adjustments report. Preparing Your Store for Inventory This may seem like a “no-brainer”, but when you are physically counting your store, you...
  • Page 60 U N I T E C H P A 6 0 0 The only differences are that you will be selecting the Physical Inventory program, and the file created and sent is named HTPhys.DAT.

  • Page 61: Applying The Collected Physical Inventory Data In The General Store

    Step 2 - Apply the Physical Inventory file. • Step 1 - Setting the Physical Inventory File Follow these steps to set the physical inventory data data you collected on the PA600. From the General Store main menu click Tools>Unitech Physical. You will see the following menu.
  • Page 62 A. If You Still Have More Items To Count…. If you still have more items to scan/count, answer “No” here, and go back to counting inventory with your PA600. You can repeat steps 1 through 3 for the next round of scanning/counting that you need to complete.

  • Page 63: Step 2 - Apply The Physical Inventory File

    C H A P T E R B A S I C I N V E N T O R Y F U N C T I O N S button. The system will then compare the actual inventory file against what you have counted.

  • Page 64: Sales Orders

    U N I T E C H P A 6 0 0 From the General Store main menu click Inventory>Maintenance>Adjustments. The adjustment method is forced to replace. Click the File folder icon on the toolbar to apply the file. You will be asked if you wish to verify each item, or just let them be applied automatically.
  • Page 65 C H A P T E R B A S I C I N V E N T O R Y F U N C T I O N S The only differences are that you will be selecting the Sales Orders 01 or 02 programs, and the files created and sent are named Orer01.IMP or Order02.IMP.

  • Page 66: Processing The Sales Order Files At Pos

    U N I T E C H P A 6 0 0 Processing the Sales Order Files at POS Now access the point of sale function in the General Store. From the main point of sale screen, If you have multiple order import files, you will be prompted to select from a list as shown below.
  • Page 67 Now, you can add more items and customer information before completing the transaction.

  • Page 69: Chapter 7 - Price Changes

    Entering Price Change Data into the PA600 Select the Price Change Program on the PA600 First, select the price change program on the PA600, following the same steps outlined in chapter 5, Purchase Orders. The file created and sent is named HTPchg.DAT.

  • Page 70: Entering Price Change Data

    Here you can see all current pricing, and you can select which price level you wish to change. In this example, we will change price level B to 3 for $8.99. On the PA600, cursor down to the A-Level Price and press the “ok” key on the PA600 keypad.
  • Page 71 “8.99” OK • then OK on the PA600 keypad. • Once the price is entered, the “Change Price” button is highlighted. Simply press the “ok” button on the PA600 keypad, you will be returned to the item number entry screen.

  • Page 72: Entering A Vendor Order Number At The Item Number Prompt

    Here, we entered the order number “1234” which resulted in two “hits” to select from. You can use the cursor keys to navigate to the item you wish to select and press the “ok” key on the PA600, or you can use the stylus and double-tap the item number you wish to select.

  • Page 73: Matrix Items

    Entering Price Changes for Matrix Items Once you select a matrix item, and set the price you wish to change, the PA600 will ask you if you wish to apply the change to all sizes. Answer Yes, and the price you enter will be applied to all sizes.

  • Page 74: On-Sale Pricing

    You can also set on-sale pricing with begin and end dates on the PA600. Here we will set the item on sale at a price of one for $7.96, with sale dates straining on 2/16/2009 and ending after 12:00pm on 2/21/2009. Here are the key strokes on the PA600 keypad.

  • Page 75: Reviewing And Sending Price Change Data

    Reviewing and Sending Price Change Data The steps for reviewing and sending price change data from the PA600 are the same as those followed under Purchase Orders, which is discussed in Chapter 5.
  • Page 76 U N I T E C H P A 6 0 0 If you selected price labels, go to Inventory>Labels. Select you label size and click the “Print Spooled Labels” button.

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