Scangenius Barcode scanner User manual

User Guide - Scanner

The Scanner

Scanner Home Page

Navigating the Scanner

The power on and off button (A) is located on the top right of the handheld.

The orange button (B) in the center and two black buttons on the sides of the Scan-

ner will activate the bar code reader.

Two short cut buttons (C) that launch Scan Genius are located to the right and left

of the orange scan button.

Turn on the scanner by pushing the red button on the upper right. The scanner will

display the most recently accessed screen. The scanner automatically shuts itself off

to conserve battery power.

Tap the screen with the stylus or your finger to navigate the scanner.

Press the house button (D) on the bottom left of the screen to access the Scanner

home page (E).

D C

! !

The Scanner

Scanner Home Page

Charging the Scanner

The battery icon (A) on the Scanner home page indicates the amount of battery

charge available. When fully charged, the scanner will operate for eight hours.

If the battery is charged less than 25 percent, return the scanner to the cradle. If

you run out of battery power, the information on your scanner will be erased. There

is no need to run the battery down before recharging, and you cannot overcharge

the battery by leaving it in the cradle.

Accessing the Scan Genius Menu

Tap the Scan Genius icon (A) on the Scanner home page or push one of the

two shortcut buttons to open the Scan Genius menu (B). You are given four

options: Inventory/Ordering, Scan Now, Shelf Tags and Edit Shelf Data. (Note: If

you press the “-“ to the right hand side of the orange bar, it will quick launch

ordering software)

After choosing one of these options, exit is always displayed in the upper right

corner of each screen. Tap Exit to return to the previous screen.

! !

The Scanner

Ordering

Navigating the Ordering Screen

Tap Ordering (A) on the Scan Genius menu. Ordering displays the suppliers you have

loaded onto the scanner. If you have scanned your order, the total cost of the order is

displayed (B).

Use the scroll bar (C) to see any suppliers that might be hidden.

Tap a supplier’s name to highlight an order. The number of that supplier and the

total number of suppliers on the Scanner is displayed in the bottom right corner (D).

Tap Exit (E) to return to the Scan Genius menu.

Note: *Asterisk indicates supplier has LN exclusive deals.

See the LN Exclusive deals under the Scanner Menu section for more information.

B C

The Scanner

Ordering

Vendor

Tap a supplier to highlight. Tap Vendor (A). The supplier information screen

displays contact information for that supplier. Minimum order information and the

current order number are also displayed. To view the previous or next supplier on

your list, tap the arrows (B).

Memo

Tap Memo (C) to view the order’s description if you added one using your PC.

See Orders under the Orders Action Menu in the Orders Menu section for more

information.

Tap Exit (D) to return to the Inventory/Ordering screen.

C!!!!!!!!!D

The Scanner

Ordering

A F

C D B

Defaults

Tap Defaults (A) to change the scanner’s settings.

Default Scan Field

The default scan field is the field your cursor will populate after you scan a product.

Front is the amount of inventory you have on the shelf. Back is the amount of

inventory you have in back-stock. Order is the amount you want to order.

Tap Front, Back or Order to set your default scan field (B). You should tap Front or

Back if you want to use the algorithm function.

Auto addition

Check the auto addition box (C) to allow cumulative scanning by adding the

current user input to previously scanned quantities.

Increment quantity on screen

Tap the increment quantity on scan check box (D) to activate single click scanning.

Each scan will automatically order a single unit. Each repeat scan of a product will

increase the order quantity by one unit.

To return to normal scan mode, uncheck the box to deactivate single click

scanning.

Primary distributor

The primary distributor you assigned on the PC will be set as default. Click the box

Change Primary Distributor (E) to open a window to choose which distributor is set

as primary. Scanned items that are common to both distributors will automatically

be assigned to the primary.

Tap Exit to return to the Inventory/Ordering screen.

Scan SKU

Highlight the distributor you want to scan by SKU.

Tap the Scan SKU check box (F) to activate. A check mark will appear. Note: You can

switch between UPC and SKU while scanning without changing a setting from the

Scan screen.

You may only scan by SKU for one supplier at a time. To scan by SKU for a different

supplier, highlight the other supplier. The Scan SKU box will be empty. Tap the

check box to activate Scan SKU for the new supplier.

The Scanner

Ordering

Stocked

To check for items that are stocked but were not scanned, highlight the supplier

and tap Stocked (A).

If the supplier has categories, a list of categories will appear (B). Tap a category to

view the items stocked but not scanned in that category. To view all of the

categories, tap All Categories (C) to view all items stocked but not scanned for

that supplier.

If the supplier does not have categories, the screen will automatically display all of

the items that are stocked but not scanned (D). The number not scanned is listed at

the bottom of the scroll bar (E).

A B

To order the item, tap on the product name. The order screen will appear. Enter the

quantity. Tap exit to return to the Stocked Not Scanned list or scan the next

product to continue ordering.

C D

The Scanner

Ordering

List Items

Highlight a supplier. Tap List Items (A) to display all the items ordered for that

supplier. The quantity ordered is displayed next to the item (B).

To highlight any item, tap the product name. The number of the item highlighted

and the total number of items ordered is shown on the bottom right of the screen

(C). Use the scroll bar to view any items that might be hidden.

The order total is shown at the bottom (D).

E B

F G D C

Show SKU

To view items by SKU, check the Show SKU box (E).

Delete

To delete an item, highlight the item. Tap Delete (F). Tap Yes in the confirmation

box.

Edit

To change the quantity ordered of an item, highlight the item. Tap Edit (G) to open

the Scan screen.

Enter the new quantity and tap Exit to return to the items list.

Page Partitions

If you have page partitions enabled for the supplier, the list defaults to page 1. To

view another page, tap the arrow (H). Tap the page number you want to display or

click all. Each page will only display the items assigned to it. If you choose to view

all of the items, the item’s page number will be to the left of the item name.

Tap Exit to return to the Inventory/Ordering screen.

The Scanner

Ordering

Scan

Tap Scan (A) to go directly to the Scan screen.

See Scan Now in the Scanner section for more information.

The Scanner

Scan Now

Navigating the Scan Screen

Tap Scan Now (A) on the Scan Genius menu. You can also tap Scan on the

Inventory/ Ordering screen. Note: After you begin ordering, you will never see

“Ready to Scan.” The screen will default to the last item scanned.

The Scan screen (B) will default to the highlighted supplier on the Ordering screen.

However, you can scan products for any supplier you have loaded on the scanner.

The system will automatically put a scanned product in the correct supplier’s order.

The supplier will appear on the top left. The default scan field is highlighted.

Tap Order, Front or Back to highlight the field. Use the keypad to enter the

quantity in the highlighted field. Tap CE to clear all digits entered into the

highlighted field. Tap the arrow to delete the last digit entered in the highlighted

field.

Order

A B Order is the amount of the item you want to order.

Front and Back

Front is the amount of the item you have on the shelf. Back is the amount of the

item you have in back-stock.

Minimum

The minimum order to purchase is displayed and highlighted on the scanner. If an

order amount is entered that is less than the required minimum, the minimum field

will remain highlighted.

PrevOrd

PrevOrd shows how many, if any, of the item was ordered in the previous order.

PrevInv

PrevInv shows how many, if any, of the item was previously inventoried.

Page

Page partitions mimic old MSI scanners for participating suppliers. Page partitions

must be enabled on the PC to be operate on the scanner. The scanner defaults to

page 1. Pages are displayed on the Scan screen on the left of the 7 key. To set a

page for a department or aisle, tap the down arrow. To select a page, tap the arrows

to find the page number. Tap the page number. Scanned products will then be

stored on that page. Up to 30 pages are available.

See Supplier under the Orders Action Menu in the Orders Menu section for more

information.

Cost/Ea or Cost/Cs

The cost for each UPC is displayed at the bottom of the screen.

Total

A running total for the supplier order is shown underneath the item cost.

10"

The Scanner

Scan Now

Scanning a Bar Code

To scan orders, aim the front end of the scanner toward a bar code on the product

or on a shelf tag. Keep the scanner 2-4 inches away from the barcode for best

scanning results.

Push any one of the three buttons on the scanner to activate the laser. You will hear

at least one tone when the barcode was scanned successfully.

The name of the product will be displayed. (A) The cursor will be blinking in the

default scan field. Use the keypad to tap in the quantity.

Repeat these steps for all the products you want to order. You can scan products

B in any order. The system will automatically put a scanned product in the correct

supplier’s order.

New Items

You will hear three tones if the item scanned is a new item. The scanner will display

“New” (B). The new status will display for 90 days. Scanned new items are identified

on the order on your PC with an asterisk (*).

11"

The Scanner

Scan Now

Scanning a Bar Code (Continued)

Sale Items

You will hear three tones if the item scanned is on sale. The scanner will display

“Sale.”

Tap the word Sale (A) on the screen.

Sale details will appear on the Specials screen. Tap Exit (B) to return to the Scan

screen.

Items with Price Changes

You will hear three tones if the item scanned has a price change. The scanner will

display “Price” (C). Price changes will appear in the system for 30 days. Scanned

items with price changes are identified on the order on your PC with a #.

12"

The Scanner

Scan Now

Scanning a Bar Code (Continued)

Discontinued Items

You will hear five tones if the item scanned is discontinued. The scanner will display

“Disc” (F). Discontinued items can still be ordered, but they may not ship depend-

ing on the suppliers supply. Discontinued items are stored in the product database.

Case vs. Each Quantities

Some items have the same UPC for case and each quantities. The scanner defaults

to case. A single tone will sound when a common UPC for case or each is scanned.

The case quantity is displayed under Exit. To change the order from case to each,

tap the down arrow (B).

Tap EA (C) to change the order units. A single tone will sound. If the case is on sale,

but an each quantity is not, the sale flag will disappear. The minimum quantity may

also change.

13"

The Scanner

Scan Now

Scanning a Bar Code (Continued)

Two Distributors

Products carried by both distributors will automatically be assigned to the primary

distributor unless the second distributor is assigned.

The arrow (A) next to the pack size indicates that the product is carried by both

distributors. To assign the scanned product to the second distributor, tap the arrow.

A screen will pop-up with both distributors listed (B).

When the secondary distributor’s name is tapped, the item will immediately be

assigned to it and the order field will be highlighted. Differences in prices or pack

amounts will also appear.

Enter the order amount and continue to scan. Subsequent products will continue

to be assigned to the primary distributor.

Living Naturally Exclusive Deals

Top suppliers in the industry have partnered with Living Naturally to provide

exclusive deals on many new and innovative products. As a Living Naturally

retailer you get exclusive access to these products. Scan Genius alerts you to

these products on the handheld when you are scanning. Products that offer

exclusive deals are

C indicated the LNDeal (C).

To see the specific details of the Living Naturally Exclusive Deal, tap on LNDeal and

a screen will display the information about the special (D). Use the scroll bar to view

the entire special.

14"

The Scanner

Scan Now

Delete

To delete an item from the Scan screen, tap Del (A). Tap Yes (B) in the confirmation

box.

Tag

While scanning, you may create a list of shelf tags or add to the list you have

scanned. To add an item to the shelf tags list, tap Tag (C) on the Scan screen.

The screen will display “Tag Saved”.The product will be saved to the shelf tag list.

Note: After the tag is saved, the tag saved flag will not appear on the screen

again. If you tap the tag oval again, you will add that item to the shelf tag list

again.

C D

E F

Detail

To see more details about a product while you are scanning, tap Detail (D). This

screen (E) displays item details stored in your product database including the

supplier’s item number, cost and minimum order information.

The previous six orders are also displayed with the amount ordered and the

inventory at the time of the order (if the inventory data was recorded).

Tap Exit (F) to return to the Scan screen.

15"

The Scanner

Scan Now

UPC

You can look up a product by UPC or SKU number on your scanner. On the Scan

screen, tap UPC (A). To look up a UPC, use the keypad to type in the number

and tap Lookup UPC. If you want to use a SKU number, Scan Sku must be

enabled for the supplier.

Please refer to the Scan Sku in the Ordering section to set this option.

If the SKU has only numbers, use the keypad. To enter letters or symbols,

including dashes, tap either abc or 123 on the bottom of the scanner screen.

Tap either abc or 123 (B) to enter letters, numbers and symbols. Tap Done

when you are finished.

A Finally, tap Lookup UPC. The product will be displayed as if it was scanned.

Enter the order quantity to add the item to your order.

B B

16"

The Scanner

LN Exclusive Deals

Top suppliers in the industry have partnered with Living Naturally to provide

exclusive deals on many new and innovative products. As a Living Naturally retailer

you get exclusive access to these products. To view the products with deals tap on

the LN Exclusive Deals button (A).

The screen will show a list of suppliers that have ED (Exclusive Deals) from the

group of suppliers that got loaded to the scanner for ordering. The dollar total for

the order is listed along side the supplier. To view a distributor's EDs by category

C B tap the Category button (B). Then click the category to view the individual

products.

If the supplier is a direct, tap on the List Items button (C). A list of the individual

products offered as ED are listed. Use the scroll bar to view all the products. To view

the details of the deal, highlight a product and tap the Deal Detail button (D).

The detail window will display the product name and the promotion that goes

along with it (E). Use the scroll bar to view the full promotion. To place this

product on order, enter a quantity in the Enter Qty field (F). Use the keypad dis-

played on the screen. Item Detail G) will display information about the product

such as wholesale, SRP, SKU number, UPC number and order history.

Use the forward and backward arrows (H) to scroll through the list of ED products.

To view the list of products on the order use the Order List button (I). This will

display all the products that have been scanned and placed on order for the listed

supplier. The Home button (J) will jump back to the Scan Genius home page.

F G E D

J H I

17"

The Scanner

Shelf Tags

Scanning for Shelf Tags

To scan for tags with the shelf tag function, tap Shelf Tags (A) on the Scan

Genius menu to open the Shelf Tags screen (B). Begin scanning. Note: Scan the

products for shelf tags in the order you want them to appear at the shelf. They

will be listed and printed in that order.

Enable Lookup

The system defaults to enable lookup. The name of the scanned product is

displayed along with the UPC. Uncheck the box (C) to not display the name of the

B scanned product.

List

Use the arrows (D) to scroll through the labels or tap List (E).

Use the scroll bar to see the complete list. To return to an item in the list, tap the

item to highlight and tap Exit.

To delete a label from the list, tap the product to highlight. Tap Delete (F).

Delete all (G) will erase the entire list of scanned labels.

F C G D E

Downloading Shelf Labels

Shelf labels will automatically be unloaded to the portal each time you click “Load

and Unload”.

If you have only scanned for shelf labels, dock the scanner in the cradle and click

“Refresh”. Push the HotSync button on the cradle when prompted to do so. Next

click “Load and Unload”, push the HotSync button on the cradle when prompted

to do so. Your shelf labels will appear in the portal.

18"

The Scanner

Inventory

Scanning for Inventory

Scan Genius provides a fast and efficient way to perform inventory in the store.

Place the scanner into Inventory mode by tapping on the Inventory button (A).

This screen is very similar to shelf tags with the difference being the option to

record a quantity (B). The same scroll feature and list options exist as on the shelf

tags screen. Scan the store and record your inventory.

Unload the Inventory

Inventory will automatically be unloaded to the portal each time you click “Load

and Unload”.

If you have only scanned for inventory, dock the scanner in the cradle and click

“Refresh”. Push the HotSync button on the cradle when prompted to do so.

Next click “Load and Unload”, push the HotSync button on the cradle when

prompted to do so. Your inventory will appear in the portal.

19"

The Scanner

Inventory

Log onto My Genius Central

Go to www.mygeniuscentral.com and log in. Go to“Inventory Uploads” under the

“Orders” tab.

If you do not have an account to My Genius Central, contact support at 800-360-2231.

Rank your Distributors

Use this page to rank your distributors. Place the distributor that you order from

the most at the top, then the second one next and so on down the list. To move a

distributor in the list, highlight them by clicking on the name of the distributor in

the list and use one of the move up or down buttons to the right. Use the

“Inventory Date” drop down to select the inventory file you want to work with.

When you are finished click on the “Assign to Products” (B) button on the right. If

you have already done this step before, you can simply select your inventory from

the date list and click on “Assign to Products.”

20"

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scanGenius Barcode scanner User manual

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