Honeywell DOLPHIN 6500 Reference manual

IntroductiontoHoneywell6500DolphinHandheld
‐ HowtouseHoneywell6500
o Turnon:Press(nothold)bluebuttonatbottomofkeypad,press“Z”keytotherightofit(hasthe
powersymbolnexttoit)
o Turnoff:Hold(notpress)bluebuttonandsimultaneouslyholddownthe“Z”keyuntilhandheld
turnsoff
o Reset:Usestylustopressdownonthesmall,whiteresetbutton(totheleftofthe“SCAN”button)
toperformaWarmReboot(donotholddownresetbutton!)
o Wakehandheldupfromsleep:Pressanykey(Iusuallypressthe“SCAN”buttonsinceit’sthelargest)
o Touchscreen:Usethestylus>betterthanyourfingers
 Storestylusononeofthetwostylussleeves(attachedtothewriststrap)onthebackofthe
handheld
o Batterylifeandcharging:
 Howtoreadbatteryindicator:Toprightofthescreen,nexttothetime.
 4bars=fullbattery;1bar=lowbattery
 Electricplug=handheldneedstobechargedimmediately
 Tochargehandhelds,placeindockingstationandmakesuretheredlightatthetopofthe
handheldturnson.Oncechargingisdone,redlightwillturnintoagreenlight.
 Makesurehandheldsareplacedintheirdocksattheendofeachworkdayorwhenevernot
inuse.
‐ OverviewofWindowsOperatingSystemlayout
o MainScreen‐>Click“”(WindowsIcon)inBottomLeftofscreentopulluptheStartMenu/listof
applications
o StartMenu‐>UsestylustoscrollthroughStartMenutogothroughvariousapplications
‐ Typingwiththehandheld
o Keypadlayout:
 Numbers,punctuation,andcontrols(backspace,space,shift,tab,etc.)areinwhiteonthe
tophalfofthekeypad
 Lettersandsymbolsareinblackonthebottomhalfofthekeypad
o Practicetyping:
 Pressthe“”(Windowsbutton)onthescreenor“Bluebutton”+“U”onthekeypadto
bringupthehandheld’sStartMenu
 Scrolldownmenutofindthe“Notes”application,clickonittoopen
 Click“”(Newdocumentbutton)onthebottomofthescreentobringupblankdocument
 Typeoutyourfullnametogetusedtotypingonthehandheld’skeypad
 Typeout“12881‐5G”asorderfulfillmentwillsometimesrequiremanualentryofitem
numbers:
 Toaccesshyphen“‐“,press,nothold,bluebuttonatthebottomthen“F”onkeypad
 Onceyou’redonepracticing,click“OK”atbottomrightofscreen,bringupyourfile(should
say“Note1orNote#”,clickonyourfilenameandholddownuntilamenupopsup.Click
deletetodeleteyourpracticenote,click“Yes”onpopuptoconfirm”.ExitNotesbyclicking
the“X”inthebottomrightofthescreen.
‐ Scanningwiththehandheld
 Pressthe“”(Windowsbutton)onthescreenor“Bluebutton”+“U”onthekeypadto
bringupthehandheld’sStartMenu
 Findthe“Demos”folder,clickonittoopen
 Select“ScanDemo”
 Press“SCAN”buttononkeypadtotriggerthelaser‐scanner,youshouldseeacross‐hairs,
thisisthecenterofthelaser‐scanner

 Practicescanningthefollowingbarcodes:

 Barcodeshouldread:935A01B02
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 Barcodeshouldread:ORD0240198
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 QRcode(2Dbarcode)shouldoutput3parts:
 Theitemname:12881‐5G
 Thelotnumber:001331‐20120702
 Thequantityofitem:1
 Theoutputonthescreenshouldshowlikethis:[PL]<I>12881‐5G{GS}<L>001331‐20120702{GS}<Q>1
 Onceyou’redonepracticing,click“File”‐>“Exit”‐>“File”‐>“Exit(ESC)”toleavetheprogram.Saveany
changes.
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o Troubleshootingwithscanner‐Ifthescannerisn’tpickingupthebarcode:
 Makesuretheorientationoflabelperpendiculartothelaserbeam/crosshairs
 Tryzoomingthescannerinclosertothelabel/outfurtherfromthelabelifitisn’treading
thefirsttime(makethecrosshairsbiggerorsmaller)
 MakesuretheQRCode/MicroQRCodesymbologyconfigurationisturnedon:
 ScanDemo‐>Setup(inbottomscreenmenu‐>Scrolldownmenutofind
“Symbology”‐>ScrolldownSymbologyConfigurationmenutofindQR/MicroQR
Code‐>makesurethecheckboxnexttoitismarked‐>CloseandSave


‐ TroubleshootingtheHandheld:
o Ifunabletologintotheserver:
 DoublechecktoseeiftheHandheldWirelessLocalAreaNetwork(WLAN)is“ON”‐>goto
DolphinWirelessManager‐>WLANshouldbe”ON”(if“OFF”,presstheWLANicontoturn
onthewireless)
 IfWLANis“ON”inDolphinWirelessManager,inthesamescreen,gotoMenu‐>WLAN
Settings‐>5greenbarsshouldbepresent,Statusshouldsay“COMPLETED”,SSIDshouldsay
“Chem‐ImpexWiFi”
 IfnotHandheldWLANisonbutNOTconnectingtotheNetwork,pleaseletLewisor
Jamieknow
o Ifsoftware/OSisfrozenornotresponding,performaWarmRebootbypressing(notholding)
downtheresetbutton
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IntroductiontoPanatrackSoftware:FulfillOrder
‐ YouwillneedtocreatealoginaccounttothePanatracksoftware
o Youraccountwillkeeptrackofalltheordersthatyoupick&pack
o Willalsokeeptrackofinventorymoves/itemput‐awaytransactionsthatyoulog
o Lewiswillsetupanaccountforyouthroughtheadminportal,besuretocomeupwithaunique
loginusernameandpasswordthatisatleast7characterslong
‐ OverviewofPanatracksoftwareandwalkthroughofMenuLayout
o MainScreen‐>Click“”(WindowsIcon)inBottomLeftofscreentopulluptheStartMenu/listof
applications
o StartMenu‐>UsestylustoscrollthroughStartMenutofind“Panatrack”‐>Clicktostartapplication
o LoginMenuscreen‐>typeinyourusernameandpasswordcredentialsusingeitherthekeypador
theon‐screenkeyboard
o MainMenuwillshowyouInventory,Help,andAdminoptions
 ClickanIcononthescreentomovetothatmenu
 Clicking“Back”willtakeyoubacktothepreviousmenu
 Clicking“Exit”willexityoufromthePanatrackprogramentirely(youwillneedtore‐login
againifyoudothis)
 DON’TUSE“EXIT”TOEXITOUTOFPANATRACK(thenextuserwillhavetowaitfor
theprogramtoreloadwhentheyopenupPanatrack,thisleadstounnecessary
waiting)
 Clicking“Logout”willlogyouruseroutbutkeepthePanatrackprogramrunning
 Usethisoptionifyouneedtologout/exitoutofPanatrack

‐ Walkthrough:PanatrackFulfillOrderBasics
o NavigatingtoFulfillOrder:MainMenu‐>Inventory‐>Orders‐>FulfillOrder
o OpenOrderslistmenuwillpopup.Hereisawalkthroughofthefields:
 YoucanscanintheORD#byclickingtheblank“Order”fieldatthetopandthenpressing
“SCAN”andtargetingthebarcodeatthetopofthepickingticket
 Oryoucanusethestylustoscrollthroughtheopenorderslist,selectthedesiredorder,and
thenpress“ENT←”onthekeypad
 Whenanorderisselectedonthelist,youwill/mayseethefollowingintheorderdescription
(inorderfromlefttoright,toptobottom):
 OrdernumberorORD#‐auniquecodethatcorrespondstoacustomer’sorder,
beginswithORDfollowedby7‐digits.
 BatchID–Inallcaps,indicateswhattypeoforderitis(READYTOPICK,RUSH,
BACKORDER,ECOM)orwhereintheworkflowprocessitis(PTGP_PARTIAL,
PTGP_FULFILL)
 CustomerID#–Afive‐digitalphanumericcodetoindicatewhothecustomeris
 Customername–Theactualnameofthecustomer
 ShipmentDetails–5components:
o Indicatestheshipmentcompany(FEDEX,UPS,etc.)
o Whatmethodtoshipby(AIR,GRD=Ground,1=priority,IECO=
Internationaleconomy,IPRIO=Internationalpriority,etc.)
o Paymenttype
 PPD=Pre‐paid[customerhasalreadypaidforshipping]
 COL=Collect[wepayshippingcostupfront,andhavetobillthe
customerforshippingcosts]
o RequiredShipmentdate/Shipbydate

o Customerlocation
 GivenasCity&Stateifdomestic(U.S.)
 GivenasjustCity,ifinternational

‐ PickingwithFulfillOrder(READYTOPICK):
1. Scanordernumberorselectdesiredorderfromthelist
2. Youwillentertheorderandthelistofitemsforthatorderwillappear(itemslist).
3. Selectanitemfromtheitemslisttopickandselect“Pick”onbottommenu
a. Checknotesonpickingticketorunderneath“Notes”onthebottommenutoseeifcustomerrequests
specificlot#
4. Seehowmanyofthatitemyouneedtopick(Picked0of2,meansthatyouneedtopick2xofthisiteminorder
tofulfilltheorder)
5. “FromBin”fieldwillauto‐populatewitheither“MULTI‐#####”(indicatingthatthiscatalog#hasmultiple
locations)orasinglebinlocation.
a. IfMULTI‐#####showsup,press“FromBin”fieldtoseethelistofalllocationsforthisCatalog#.
b. Ifoneoftheselocationshasanon‐zeroinventoryfortheitemyouarepicking,selectthislocationtopull
theitemfrom.
c. Ifalllocationshavezero‐inventory(exceptforMULTI‐#####),youwillneedtouseyourbestjudgement
andpickfromthelistthelocationthatismostlikelytohavethatpackingsize.ThenselectMULTI‐#####
forthe“FromBin”topulltheitemfromthere.
6. Select“ValidateItem”fieldandeitherscanQRcodeonitemlabelormanuallyenterinitem#
a. Item#=5‐digitcatalognumber‐packingsize(1MG,100G,1KG,etc.)=Cat#‐Size,e.g.“05600‐5G”
7. Ifdoingmanualentry,select“Lot”fieldnameandselectthelotthatcorrespondstothelotyoupicked(NOTE:
Needstobesamelotnumberifyouarepicking>1ofthesameitem)
8. Enterinthecorrectquantity(NOTE:thisisNOTthepackingsize)ofitemthatyoupicked
9. Press“Next”,nextitemonlistwillappearORifallitemshavebeenpicked,youwillreturntotheoriginalorder
withtheitemslist
10. Onceallitemsarepicked,press“Submit”
11. Dropthepickedorderinstagingbin,notethebinnumberandwriteitdownonthepickingticketandplace
pickingticketinsamestagingbin

‐ PickingwithFulfillOrder(FORM5thatisBulkitem):
1. Scanordernumberorselectdesiredorderfromthelist
2. Youwillentertheorderandthelistofitemsforthatorderwillappear(itemslist).
3. Selectanitemfromtheitemslisttopickandselect“Pick”onbottommenu
a. Checknotesonpickingticketorunderneath“Notes”onthebottommenutoseeifcustomerrequests
specificlot#,itwillalsosaywhichcatalog#needstobeFORM5(e.g.“12881isaFORM5”)
4. Seehowmanyofthatitemyouneedtopick(Picked0of25,meansthatyouneedtopickthebulkitemthathas
atleast25gramsinitinordertofulfilltheFORM5)
5. “FromBin”fieldwillauto‐populatewitheither“MULTI‐#####”(indicatingthatthiscatalog#hasmultiple
locations)orasinglebinlocation.
a. IfMULTI‐#####showsup,press“FromBin”fieldtoseethelistofalllocationsforthisCatalog#.
b. Ifoneoftheselocationshasanon‐zeroinventoryfortheitemyouarepicking,selectthislocationtopull
theitemfrom.
c. Ifalllocationshavezero‐inventory(exceptforMULTI‐#####),youwillneedtouseyourbestjudgement
andpickfromthelistthelocationthatismostlikelytohavethatpackingsize.ThenselectMULTI‐#####
forthe“FromBin”topulltheitemfromthere.
6. Select“ValidateItem”field&manuallyenterinitem#=Cat#‐BULK(X)
a. ForBulkitems,enterintheCatalog#‐BULK(X),whereXistheunitofmeasure(G,KG,MG,ML,etc)

7. Select“Lot”fieldnameandselectthelotthatcorrespondstothelotyoupicked(NOTE:Needstobesamelot
numberifyouarepicking>1ofthesameitem)
8. EnterinthecorrectquantitythatisrequiredfortheFORM5(e.g.–ifitsaysPick25,youneedtoinput“25”into
theQuantityfield),doNOTputintheunitsofmeasure(grams,milligrams,etc.)intothisfield.
9. Press“Next”,nextitemonlistwillappearORifallitemshavebeenpicked,youwillreturntotheoriginalorder
withtheitemslist
10. Onceallitemsarepicked,press“Submit”
11. Droptherestofthepickedorderinstagingbin,notethebinnumberandwriteitdownonthepickingticket
12. WritedownF5atbottomofpickingtickettoindicatethatthisorderhasaFORM5iteminit
13. BringpickingticketovertoFORM5areabyKishan,placebulkitemandpickingticketintoaFORM5processbin
a. IftheorderisarushorderplaceitintheFORM5RUSHbin(pinksigns)

‐ PickingwithFulfillOrder(FORM5thatispacking‐sizeitem):
1. Scanordernumberorselectdesiredorderfromthelist
2. Youwillentertheorderandthelistofitemsforthatorderwillappear(itemslist).
3. YouwillnoticethatunderthePanatrackitemslist,theFORM5packingsizeitemwillnotappear(technicallyitis
BACKORDEREDuntilsomeoneactuallyweighsuptheitemandputsitintoinventory)
a. Checknotesonpickingticketorunderneath“Notes”onthebottommenutoseeifcustomerrequests
specificlot#,itwillalsosaywhichcatalog#needstobeFORM5(e.g.“12881isaFORM5”)
4. UsethepickingtickettodeterminewhichitemistheFORM5packingsizeitem(youwillseeQtytoFulfill=1.00,
QtyOnHand=0.00)
5. UsethebinlocationsonthepickingtickettofindthebulkitemforthatCat#,youDONOThavetoenter
anythingintothehandheld/Panatrackto“pick”thebulkitemfortheFORM5
a. Nexttothelineitem,writedownwhatbinyoutookitfromsoKishanknowswhichbintoenterintoApp
Center
b. Ifcustomerrequestsaspecificlot,makesuretheselectedlotcorrespondstothelotinthenote
6. PickalltheotheritemsintheorderasyouwouldWITHOUTPanatrack
7. Droptherestofthepickedorderinastagingbin,notethebinnumberandwriteitdownonthepickingticket
8. WritedownF5atbottomofpickingtickettoindicatethatthisorderhasaFORM5iteminit
9. BringpickingticketovertoFORM5areabyKishan,placebulkitemtobeFORM5andpickingticketintoaFORM5
processbin
a. IftheorderisarushorderplaceitintheFORM5RUSHbin(pinksigns)
10. WhenFORM5iscomplete,useFulfillOrderto“pick”theitemswiththehandheld.
a. TheFORM5item(s)willphysicallybeintheFORM5shippingstagingarea,butdigitally,theywillbeinthe
“FORSHIPPING”binlocation

‐ Troubleshooting:
o IfunabletologintoPanatrack:
 KeeptheerroronthescreenortakeapictureofitandshowittoLewis
 TryusinganotherHandheld
o IfthePanatracksoftwareisfrozenornotresponding,seeifpressingthebluebuttonthen“U”on
thekeypadallowsyoutoescapethefrozenprogram.
 Ifnotabletoescapefromthefrozenprogram,performa“warmboot”resetbyusingthe
stylusandpressingthesmall,whiteresetbuttontotheleftofthe“SCAN”button
o IfyouareunabletoSubmitanorderthroughFulfillOrder:
 ThisordermayrequireaCOAorMSDStobe“picked”,theCOAorMSDSshouldshowupas
alineitem.“Pick”theCOAorMSDSasyounormallywouldaregularinventoryitemin
Panatrack(validateitembytypingin“COA”or“MSDS”,andindicateQTY=1),butyou

actuallydon’tphysicallyhavetodoanything.OncetheCOAandMSDSare“picked”,
Panatrackshouldallowyoutosubmittheorder.
 Otherwiseifyouencounteranothertypeoferrorwhilesubmitting,pleaseshowLewisthe
errorscreen(takingapictureonyourphoneworks)andhewilltroubleshootit.
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‐ Walkthrough:PanatrackVerifyOrderBasics
o Description:Thisiswhereyou’llbecheckingthepickedordersandthenpackingthemtobeshipped.
Onceyouhavefinishedcheckinganorder,apackingslipandCertificateofAnalysis(COA)willbe
printedoutforyoutoaffixtotheshippingbox.
o NavigatingtoVerifyOrder:MainMenu‐>Inventory‐>Orders‐>VerifyOrder
o VerifyOrdermainscreenwillpopup.Hereisawalkthroughofthevariousfields:
 SiteFilter:The935warehouseisselectedasthedefaultsite
 Order:Thisfieldiswhereyoucanscanthepickingticket’sORD#barcodetobringupthe
ordernumber
 Printer:ThisiswhereyoucanscanthePrinter’sbarcodeatyourPackingStationtospecify
whereyourpackingslipwillprintoutfrom,THISISREQUIREDTOBEFILLEDOUT
 Item:Thisiswhereyouchecktheitemthatyouarepacking.Thisfieldiswhereyoucan
enterintheitem#(catalog#‐size)orscanthe2DQRcodeontheitemlabeltobringupthe
iteminformation
 Lot:Thisisthefieldwhereyoucanselectthelot#oftheitemthatneedstobepacked
 Quantity:Thisisthefieldwhereyouselectthequantityofthatitemthatneedstobe
packed.

‐ PackingwithVerifyOrder:
1. Gotothestagingbinsandpickoutabinthatcontainsapickingticketanditsorderitems.
2. Doaquickitemcountbetweentheitemsonthepickingticketandthenumberofphysicalitemspresent.
a. Ifthereisadiscrepancy,thiscouldbe1of3issues:
i. Orderwasnotpickedcorrectly:Forexample,apickermayhavetoldFulfillOrderhe/shepicked
2ofacertainitembutonlyactuallyplaced1inthestagingbin.Talkwiththepickingteamand
bringupthattheordermayhavehadamis‐pick.
ii. OrderhasaFORM5:LookforaF5orFORM5writtenontheticket,indicatingthatitemisa
FORM5.
1. ChecktheFORM5stagingbinstoseeiftheitemisready(lookfortheFORM5stagingbin
thatcorrespondstotheFORM5item’sCatalog#),ifso,gointoFulfillOrderandcomplete
thepick/submitthetransactionbeforeverifyingtheorder/packing.
2. IftheFORM5itemisnotreadyyet,placetheorderitemsandpickingticketbackinits
originalstagingbin.
iii. RestoftheOrderisinanotherstagingbin:Sometimesordersaresobigtheycannotfitintoone
stagingbin,checkthepickingtickettoseewhichStagingbinnumberswerewrittendown
3. Onceallitemsaregatheredfortheorder,bringitemsandpickingtickettoyourpackingstation
4. Determinewhattypeofshippingboxandplasticbagsyouwillneedtopacktheorder.Assembleshippingboxas
needed.
5. Startupthehandheld/loginintoPanatrack.
6. NavigatetoVerifyOrderinPanatrack,highlightthe“Order”fieldandscanthepickingticket’sbarcodetobring
uptheorder#.
7. Highlightthe“Printer”field,scanthebarcodeatyourPackingStation’sprintertoselectwhichprinteryour
packingslipwillprintto.
8. Highlightthe“Item”field.PickuponeoftheitemsfromtheorderandeitherscantheQRcodeontheitemlabel
ormanuallyenterintheitem#
9. Ifitemwasscannedin,justenterQuantity:1andhit“ENT←”onthekeypad(greenbuononrightside)
a. Ifyourequiredmanualinputoftheitem#,selectthe“Lot”fieldbuttononthescreen,itwillpullupa
dropdownmenuofthelot#tobepacked.Clickitwithyourfinger/stylusandpress“SELECT”atthe
bottomofthedropdownmenutoloadtheLot#intothe“Lot”field.ThenenterQuantity:1andpress
“ENT←”onthekeypad.

10. Placetheitemyoujustscannedintotheshippingboxfortheorder
11. Thesameorder#shouldstayonthescreen,highlight“Item”fieldandscan/enterinnextitemtobepacked,
repeatsteps8‐10untilallitemshavebeenverified/packed.
12. Onceallitemsarepacked,press“Review”
13. Checkthatallitemsonthelistarecheckedoff,click“Submit”atthebottomofthescreen.
14. Thiswilltriggerapackingsliptobeprintedatyourpackingstation’sprinter
15. Foldthepackingslipintofourthssothatthe“SHIPTO:”andthe“ORDER#”arefacingup,foldtheCOAinto
fourthsaswell
16. Sealtheshippingboxandaffixittotheshippingbox
17. Takeaclearshippingenvelope,insertthefoldedpackingslipandCOAintotheenvelope,andaffixittothe
shippingbox
18. Handtothepackingstationforshipment
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‐ Walkthrough:PanatrackItemBinMoveBasics
o Description:Thisiswhereyoucanre‐assignbinlocationsforitemsthatneedtobephysically
transferredormovedtoanotherbin.
o NavigatingtoItemBinMove:MainMenu‐>Inventory‐>InventoryTrack‐>ItemBinMove
o ItemBinMovemainscreenwillpopup.Hereisawalkthroughofthevariousfields:
 Reason:Forreasoncodes,thisisoptionalandyoucanleavethisblack
 Site:The935warehouseisselectedasthedefaultsite
 Type:Statusoftheitemyouwanttomove,defaultis“OnHand”
 Item:ENTERINTHE5‐DIGITCATALOGBEFOREPRESSINGTHEITEMFIELD(orelseitwilltry
toloadallitemsinourinventoryandwillfreezethehandheld).Thisiswhereyouselectthe
item(cat#‐packingsize)thatyouaretransferring.Youcanenterintheitem#(catalog#‐size)
orscantheQRcodeontheitemlabeltobringuptheiteminformation
 Lot:Thisisthefieldwhereyoucanselectthelot#oftheitemthatneedstobemoved
 FromBin:Thisfieldindicateswhichbinyouaretakingtheitem(s)from.
 Ifacatalog#hasmultiplebinlocationsforitsitems(andhasnotbeenreassigned
yet),thenyouwillhavetoselect“MULTI‐#####”asthe“FromBin”.
 UOM:UnitofMeasure,defaultis“EACH”
 Quantity:Thisisthefieldwhereyouselectthequantityofthatitemthatneedstobe
moved.
 ToBin:Thisfieldindicateswhichbinyouaremovingtheitem(s)to.
 NOTE:Ifyouscaninabinlocationtothisfield,andalltheotherfieldshavebeen
filledout,thiswillAUTOMATICALLYpostthetransaction.Ifyouneedtoenterinsub‐
locationstothisfield(e.g.–A1,B2,etc.),makesureyour“FromBin”fieldisempty
orelseyouwon’tbeabletoenterthesesublocationsafteryouscaninthemain
locationtothe“ToBin”field.

‐ Panatrack‐ItemBinMove:
1. Ifyouneedtomoveitem(s)fromonebintoanother,load“ItemBinMove”under“InventoryTrack”.Ignorethe
“ReasonField”
2. EnterinCatalogNumber(e.g.‐12881)andproceedtofindandselecttheitem(thatyouarecurrentlycounting)
thatappearsinthedropdownmenuandhit"Select".
i. NOTE:ENTERINTHE5‐DIGITCATALOGBEFOREPRESSINGTHEITEMFIELDBUTTON(orelseit
willtrytoloadallitemsinourinventoryandwillfreezethehandheld).
ii. Alternatively,iftheitemyouaremovinghasaQRCodeonthelabel,youcanscantheQRcode
ontheitemlabeltobringuptheiteminformationandthelotnumber.
3. Selecttheactual"Lot"fieldnamenexttotheLotFieldtopullupdropdownmenu.
4. LookatlistofLotNumbersandtheirindicatedon‐hand(OH)andavailablevalues(Avail).Thistellsyouhow
manyofthatspecificitem+Lot#thereare.Writethesedown.Numberofitemsphysicallyinfrontofyoushould
matchthisnumber.
a. IfyouscannedinaLot#,you'llhavetodeletethelotnumberfromthefieldinordertoseeallthe
availablelotnumbersforthatpackingsize
5. Selectwhichlot#youwishtocount.
6. Adefaultbin#(mostlikelyMULTI‐#####)mayautopopulate"FromBin"field.Ifso,deletewhateverisinthe
"FromBin"field.THISISANIMPORTANTSTEP,IFTHISFIELDISNOTBLANK,THETRANSACTIONWILLAUTO‐SEND
ONCEYOUSCANINTHE"TOBIN"FIELD.
a. Or,alternatively,beforethisstep,justscanthe“ToBin”locationfirstintothe“ToBin”field,add
sublocationifneeded,thenenterintheUnitQTY

7. NowphysicallycountalloftheItemswiththatspecificqty/lot#andmarkhowmanythereareintothe
PanatrackQTYfield.IfthereareanydiscrepanciesbetweentheactualcountandwhatPanatrackshows,markit
downtohandtoLewisorPatsotheycanadjusttheinventory.
a. Ifquantityfound/totransferisgreaterthanthequantitydisplayedinPanatrack,youwillnotbeableto
submitthetransaction,youwillneedPatorLewistoadjusttheinventorysothatyoucanmoveALLof
thatitem’sinventorytothenewbin.
8. Selectthe"ToBin"field.Scantheactualbinlocationbarcode(andaddanyA1,A2's,etcbymanuallytyping
A1/A2/etcin.)
a. Iflocationdoesnotexistinthedatabase,PanatrackwillaskyoutocreateanewLicensePlateforthe
bin.PressYes.OtherwisePressenteronthehandheldtopostthetransaction.
9. Gobackto"FromBin"field,pressthe"FromBin"button,andselectMULTI‐#####orwhatevertheappropriate
"FromBin"is.
10. Once"FromBin"fieldispopulated,doublecheckthatallfieldsenteredareright,andpress"ENT←"onthe
handheldtoposttheItemBinMovetransaction.
11. Iftherearemoreitemstomove/transfer,gobacktoStep2andrepeat
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‐ Walkthrough:PanatrackPut‐AwayBasics
o Description:Thisiswhereyoucanput‐awayitemsthathavebeenthroughFORM5tobinlocations
forinventorystorage.
o NavigatingtoItemBinMove:MainMenu‐>Inventory‐>InventoryTrack‐>PutAway
o PutAwaymainscreenwillpopup.Hereisawalkthroughofthevariousfields:
 Site:The935warehouseisselectedasthedefaultsite
 Bin:Thisfieldindicateswhichbinyouaretakingtheitem(s)from.
 Thedefaultbinforput‐awayiscalled“FORLOCATION”,thisiswhereallFORM5
itemsthataremadeforinventorywillbeplaced
 List:Initially,thislistisemptyuntilyouindicateaBin(asmentionedabove).
 OnceyouselecttheFORLOCATIONbininthe“Bin”field,youwillseealistofitems
populatethelist.TheseitemsareFORM5itemsthathavebeenpostedtoGP.Any
unpostedFORM5transactionswillNOTshowupinthislist.Thelistwillindicatethe
item#,thedescription,thequantity,andtheUnitofMeasureforeachitemtobe
put‐away.
 Move(button):Locatedatthebottomofthescreen,takesyoutotheMenuwhereyoucan
indicatewhichitemstoputawayandtowhatlocation:
 Item:Indicateswhichitemyouareputtingaway.Pressingthe“Item”fieldbutton
displaysalistofitemsthatareinFORLOCATIONtobeputaway.Youcanusethis
dropdownlisttofindtheitem(s)youwanttoputaway.
 ToBin:Indicatestowhichbinyouareputtingtheitemaway.Ifitisacatalog#that
hasmultiplebins,youwillseealistofallpossiblebinlocationsforthatcatalog#.
However,thetruebinlocationsonthatlist(notMULTI‐#####)thathavenon‐zero
inventoryaremostlikelytheactuallocationforthatitem.
 Lot:Indicatesthespecificlotnumberoftheitem(s)youareputtingaway.Pressing
the“Lot”fieldbuttonwilldisplayalistoflotnumbersifthatitemhasmultiplelots
toputaway.Majorityofthetimeitshouldonlybeonelotnumber,selectthistoput
away.
 UOM:UnitofMeasure,defaultisEACH.
 Quantity:Indicatesthequantityoftheitemsyouareputtingaway.Ifyouneedto

‐ Panatrack–Put‐Away:
1. TobeginPutAwayprocess,load“PutAway”under“InventoryTrack”.
2. In“Bin”field,eitherscaninwithbarcodeortypein“FORLOCATION”intothefield.
3. Verifyitemsthatarepulledup/listedinPanatrackermatchtheitemsinput‐awaybin.
4. Press"Move…"atthebottomofthescreen.
5. ScanitemQRcodetobringupitemnumberandlotnumber.
a. Alternatively,press"Item"fieldandfindtheitemthatyouwishtoput‐away
b. IfyouhadtoselectitemnumberinsteadofscanningtheQRcode,youwillneedtoselectthelotnumber
bypressingthe"Lot"fieldandchoosetherightlotnumberfromthedropdownlist.
6. Press"ToBin"andthisshouldpullupalistofalllocationsforthatitem,selectdesiredbinlocation(shouldhave
non‐zeroinventory).
a. Ifalllocationshavezeroinventory,usebestjudgmenttopickideallocationforthatpackingsize
7. GotodesiredBinLocation,verifythatlocationcanholdqtyofitemtobeput‐away.
8. Iflocationhascapacity,placeitemsinbin,andverifyQuantitytobeputawaybyenteringitintothe"Quantity"
fieldinPanatracker.
9. Pressenteronthehandheldtopostthetransaction.


‐ Panatrack–Put‐Away(BinTransferring):
1. TobeginPutAwayprocess,load“PutAway”under“InventoryTrack”.
2. In“Bin”field,eitherscaninwithbarcodeortypein“FORLOCATION”intothefield.
3. Verifyitemsthatarepulledup/listedinPanatrackermatchtheitemsinput‐awaybin.
4. Press"Move…"atthebottomofthescreen.
5. ScanitemQRcodetobringupitemnumberandlotnumber.
a. Alternatively,press"Item"fieldandfindtheitemthatyouwishtoput‐away
b. IfyouhadtoselectitemnumberinsteadofscanningtheQRcode,youwillneedtoselectthelotnumber
bypressingthe"Lot"fieldandchoosetherightlotnumberfromthedropdownlist.
6. Press"ToBin"andthisshouldpullupalistofalllocationsforthatitem,selectdesiredbinlocation(shouldhave
non‐zeroinventory).
a. Ifalllocationshavezeroinventory,usebestjudgmenttopickideallocationforthatpackingsize
7. GotodesiredBinLocation,verifythatlocationcanholdqtyofitemtobeput‐away.
8. IflocationDOESNOTHAVEcapacity,searchforanewbinlocationthatwillaccommodateboththeitemstobe
put‐awayandthecurrentitemsintheoldbinlocation
a. NewBinLocationwillneedtoalreadyexistwithinGP.
9. EmptyoldbinanduseitembinmovetotransferitemstoallitemstoNewBinLocation.
10. PhysicallyemptypreviouscatalognumberfromNewBinLocation(ifapplicable).
a. Otherwise,physicallymoveallitemstonewbinlocation.
11. UseItemBinMovetotransferallitemsfrompreviouscatalognumbertooldbinlocation.
12. Physicallyexchangethetwocatalognumberswiththeirnowrespectivenewbinlocations.
13. WritedowntheoldbinlocationsforeachcatalognumberandaskPattodisassociatetheminGP.
