how to use a scanner throughout this slide show there will be hyperlinks (highlighted in blue)...

How to use a scanner

Throughout this slide show there will be hyperlinks (highlighted in blue) follow the hyperlinks to navigate to the specified Topic or Figure. Hyperlinks will only work when

being viewed in a slide show.

Main Menu

Select Activity

Summary

Inventory/Location Lookup

SetupData Transfer

Check for Upgrade

Logout

Throughout this slide show there will be

hyperlinks (highlighted in blue) follow the

hyperlinks to navigate to the specified Topic or

Figure. Hyperlinks will only work when being

viewed in a slide show.

Select ActivityComponent In

Component Move

Component Out

Inventory In Using Tag Numbers

Inventory In Using Article Number

Inventory Move with tag numbers

Inventory Move With Articles

Inventory Move update with Tag Numbers

Inventory Move Update with Articles

Inventory Out Using Tag Numbers

Inventory Out Using Article Number

Inventory Out Update using Tag Numbers

Inventory Out Update using Article Numbers

Pallet Move

Pallet Out

Vault Move

Vault Out

Scanner TipsMain Menu

Setting up your

scanner

• To open Windfall, go to the Start Menu located in the top left corner of the screen. (Fig 1)

• Click on Programs (FIG 1)• Click on the ACI Warehouse icon one time

(FIG 2)• This will take you to the log in screen. (FIG 3)• If your scanner is already set up, then you

can use the same user ID and password that you use when you log in to Windfall on the computer.

• If the scanner is not set up:• Make sure that you have chosen

Batch mode, then enter the user ID: aci and the password: speedy.

• This will take you to the main menu screen for Windfall. (Fig 4) Select Setup.

• Insert your agent and warehouse codes. (FIG 5) (These can be found in Windfall under Tools\Configure.)

• Next, insert your SQL settings. (If you don’t know these, contact your IT department.) Once you have entered this info, click on the test button. (FIG 6)

FIG 2

FIG 3

FIG 4

FIG 1

FIG 5 FIG 6

Main Menu

Setting up your

scanner cont.

• If the settings are correct and the scanner can see the server, you will receive a message that says “SUCCESS.”

• Click ok (Fig 7) • Click Done (FIG 8)• This will take you back to the main menu

screen. From here, click on Data Transfer. (FIG 9)

• Make sure the boxes next to “Get Load Items” and “Get Customer Articles” are both checked, then click the start button. (FIG 10)

• The scanner will start the data transfer. (FIG 11)

• Once this is finished, it will take you back to the main screen where you can log in using the same user ID and password that you would use to get into Windfall on the computer. (FIG 12)

FIG 9

FIG 11FIG 10 FIG 12

FIG 7 FIG 8

Main Menu

Component In • Log into Windfall

• This will take you to the Main Menu screen. (FIG 1)

• Click on Select Activity• Click on Component In (FIG 2) • Click the Next button (FIG 3)• Select the customers name (This screen

gives you the option to do a quick find. You can start typing the customers name in the text box and it will filter through the customers.)

• Click Next (FIG 3) • Select the Customer Order (FIG 4)• Click on the Next (This screen also

gives you the option do a quick find by typing the name in the text box and it will filter through the customers.)

• Click Next (FIG 4)• After you have selected your activity,

customer, and order, you will be prompted for a Component Tag # (FIG 5)

FIG 1

FIG 3

FIG 2

FIG 4 FIG 5Main Menu

Component In cont• If you’re using an article number, enter it

here. If you’re not using articles, click the next button. (FIG 6)

• If there are any exceptions with this piece, enter them here. When finished click the next button. (Fig 7)

• Scan the Inventory # that the component will be attached to. (FIG 8)

• Enter Y or N for pending. (This is asking whether or not the box is pending for pick up.) Then click the next button. (FIG 9)

• When finished with the prompts, you will end up back on the Component In screen. You can either scan more components or click Main Menu if you are done. (FIG 10)

FIG 6 FIG 7

FIG 8 FIG 9 FIG 10Main Menu

Component Move

• Click on Select Activity, then Next. (FIG

1)• Select Component Move, then Next.

(FIG 2) • If you’re using a work order, scan it

here. If you’re not using a work order click on Next. (FIG 3)

• Scan the Component # that you want to move. (FIG 4)

• Scan the inventory number that the component is coming from. (FIG 5)

• Scan the inventory number that you are going to be moving the component to. (FIG 6)

• Enter either Y or N for pending. (This is asking whether or not it is pending for pickup.) When finished, click the next button. (FIG 7)

• Then you will be back to the main screen, and you can scan another component. (FIG 8)

FIG 1 FIG 2 FIG 3 FIG 4

FIG 5 FIG 6 FIG 7 FIG 8Main Menu

Component Out• Click on Select Activity (FIG 1)

• Select Component Out, click Next (FIG 2)

• If you’re using a work order, scan it here. If you’re not using a work order, you can click on Next. (FIG 3)

• Choose your Location Out, then click on Next. (FIG 4)

• Enter the Location Out information, then click Next. (FIG 5)

• Scan the Component # that you are scanning out. (FIG 6)

• Scan the inventory number that the component is coming from. (FIG 7)

• After following these steps, you will end up back at the beginning and can scan out more components. Click Main Menu when you are done scanning. (FIG 8)

FIG 2 FIG 3 FIG 4

FIG 5

FIG 1


Inventory In Using

Tag Numbers• Click on Select Activity on the main

menu. (FIG 1)• Click on Inventory In, then click Next.

(FIG 2)• Select the Customer Name. (This

screen gives you the option to do a quick find. You can start typing the customers name in the text box and it will filter through the customers.) (FIG 3)

• Click on Next. (FIG 3)• Select the Customer Order. (FIG 4)• If you’re using an inbound work order,

scan it here. If you’re not using an inbound work order, click on the next button. (FIG 5)

• Scan tag number. (FIG 6)

FIG 1 FIG 2 FIG 3


Inventory In Using

Tag Numbers, cont.

• If you’re using a tag number with an article attached, choose the article out of the drop down, or you can scan it (this change can be made in Windfall under the configuration tab in the customer window). If you’re not using an article click on Next. (FIG 7)

• If there are any exceptions with this piece, enter them here. When finished click on the next button. (FIG 8)

• The next few prompts will be the prompts that were set up in this customer under the configuration tab prior to scanning. (FIG 9)

• If you’re capturing an image follow the steps below. If you’re not capturing an image click the next button. (FIG 10)

• To take a picture click Take Picture. (FIG 10)• The camera is on the back of the scanner,

point it toward the object you want to capture. You can either tap the screen, or press the blue button on the scanner to take the picture. (FIG 11)

• After taking the picture you will be asked to accept. (FIG 12)

• Choose yes or no. If you choose no, you will be prompted to take another picture.

FIG 11 FIG 12

FIG 7 FIG 8 FIG 9

FIG 10Main Menu

Inventory In Using

Tag Numbers, cont.

• After accepting the picture, you will go back to the main screen for the image. If you aren’t satisfied with the picture, you can take a different one, just click on the Take Picture button. When finished, click Next. (FIG 13)

• There is also an option to select an image that already exists. (FIG 14)

• The next screen will take you to a list of all of the pictures that have been taken. You can select any of these images by tapping on them. (FIG 15)

• Scan the location tag where this piece will be going. (FIG 16)

• When finished with the prompts, you will end up back at the first screen, where you can start scanning another inventory piece. If you are finished scanning, select Main Menu. (FIG 17)

FIG 13 FIG 14


Inventory In Using Article

Numbers• On the main menu after signing in, click Select Activity. (FIG 1)

• Click on Inventory In (FIG 2)• Click Next (FIG 2)• Select the Customer Name. (This

screen gives you the option to do a quick find. You can start typing the customers name in the text box and it will filter through the customers.) Click Next (FIG 3)

• Select the Customer Order (FIG 4)• Click Next (FIG 4)• If you’re using an inbound work order,

scan it here. If you’re not using an inbound work order click Next. (FIG 5)

• Instead of scanning a tag number, click on QTY Count. (FIG 6)

• Enter the Quantity (FIG 7)• Select or scan the Article # (FIG 8)



Inventory In Using

Article Numbers • If there are exceptions with this piece, enter them

here. When finished, click Next. (FIG 9)• The next few screens will have the prompts that

were set up for this customer under the configuration tab in Windfall, prior to scanning.

• If you’re capturing an image follow the steps below. If you’re not capturing an image click the next button. (FIG 10)

• The camera is on the back of the scanner, point it toward the object you want to capture. You can either tap the screen or press the blue button on the scanner to take the picture. (FIG 11)


• Choose yes or no. (FIG 12)• After accepting the picture, it will take you back to

the main screen for the image. If you don’t like the picture you can still take another, just click on the Take Picture button. When finished click Next. (FIG 13)

• There is also an option to select an image that already exists.(FIG 14)

• The next screen will take you to a list of all of the pictures on the scanner. You can choose any of these by tapping them. (FIG 15)

• Scan the location where this piece will be going. (FIG 16)



Main Menu

Inventory Move with

Tag Numbers• On the Main Menu, click on Select Activity. • Click on the Inventory Move button. (FIG 1)• Click Next. (FIG 1)• If you are using a work order, scan it here.

If you are not using a work order, click Next. (FIG 2)

• Scan the Tag # (FIG 3)• Scan the location tag where the piece is

going. (FIG 4)• When finished with the prompts, you will

end up back at the first screen and you can scan another inventory piece. Select Main Menu if you are done scanning. (FIG 5)

FIG 1 FIG 2


Inventory Move With

Articles• On the Main Menu, click on Select Activity• Click Next• Click Inventory Move (FIG 1)• Click Next (FIG 1)• If you are using a work order, you can scan

it here. If you are not using a work order, click Next. (FIG 2)

• Select Qty Count (FIG 3)• Scan the location tag where the piece is

being moved from. (FIG 4)• Scan the location tag that you are moving

the piece to. (FIG 5)• Enter the quantity that you will be moving.

(FIG 6)• Select the customer (FIG 7)• Scan or select the article # (FIG 8)• When finished with the prompts, you will

end up back at the first screen where you can continue scanning. Click on Main Menu if you are done scanning.



Inventory Move Update with Tag Numbers

• On the Main Menu, click on Select Activity.

• Click on Next• Click on Inventory Move Update (FIG 1)• Click on Next (FIG 1)• If you are using a work order, scan it

here. If you are not using a work order, click Next. (FIG 2)

• Scan the Tag # (FIG 3)• Select the customer. (This screen gives

you the option to do a quick find. You can start typing the customer’s name in the text box and it will filter through the customers.) (FIG 4)

• Click on Next (FIG 4)• The next few screens will have the

prompts that were set up for this customer in the configuration tab in Windfall. (FIG 5)

• If you are capturing an image, follow the steps below. If you are not capturing an image, click Next. (FIG 6)

FIG 1 FIG 2 FIG 3


Inventory Move Update with

Tag Numbers, cont.

• The camera is on the back of the scanner. Point it toward the object. You can either tap the image or press the blue button on the scanner to take the picture. (FIG 7)


• Choose yes or no. (FIG 8)• After accepting the picture, it will take you

to the main screen for the image. If you don’t like the picture, you can take another by clicking on the Take Picture button. When finished, click Next. (FIG 9)


• The next screen will take you to a list of all of the pictures that are on the scanner. You can choose any of these by just tapping on them. (FIG 11)

• Scan the location that this piece will be going. (FIG 12)

• After you have filled in all of the information for this item, you will end up at the first screen where you can start scanning the next piece. (FIG 13)

FIG 7 FIG 8 FIG 9


Inventory Move Update with Articles

• On the Main Menu, click on Select Activity

• Click on Next• Click on Inventory Move Update (FIG 1)• Click on Next (FIG 1)• If you are using a work order, you can

scan it here. If you are not using a work order, click on Next. (FIG 2)

• Select Qty Count (FIG 3)• Scan the location that you are moving the

piece to. (FIG 4)• Scan the location that the piece is being

moved from. (FIG 5)• Enter the quantity of the piece that you

will be moving. (FIG 6)• Select the customer (FIG 7)• Select or scan the article that you are

moving. (FIG 8)

FIG 1 FIG 2 FIG 3

FIG 5

FIG 4

FIG 6 FIG 7 FIG 8

Main Menu

Inventory Move Update with

Articles

• The next few screens will have the prompts that were set up in this customer in the configuration tab in Windfall, prior to scanning. (FIG 9)

• If you are capturing an image follow the steps below. If you are not, click on Next. (FIG 10)

• The camera is on the back of the scanner. Point it toward the object. You can either tap the image or press the blue button on the scanner to take the picture. (FIG 11)

• After you take the picture you will be asked to accept. (FIG 12)

• Choose yes, or no (FIG 12)• After accepting the picture it will take you back

to the main screen for the image. If you don’t like the picture you can still take another, just click on the Take Picture button. When finished, click on Next.(FIG 13)


• The next screen will take you to a list of all of the pictures on the scanner. You can choose one by tapping on it. (FIG 15)

• After all of the information for this item is entered, you will end up back at the beginning and you can continue scanning, or select Main Menu if you are finished. (FIG 16)



Inventory Out Using Tag Numbers• On the Main Menu, click on Select

Activity• Click on Next• Click on Inventory Out (FIG 1)• Click on Next (FIG 1)• If you are using a work order, you can


• Select the Location Out (FIG 3)• Enter information for Location Out (FIG

4)• Click on Next (FIG 4)• Scan the tag number (FIG 5)• Once you scan the tag number, you will

notice that the screen doesn’t change. This way you don’t have to go through all of the prompts each time. You will notice as you scan pieces out, the count will go up.

• However if you are going to be scanning multiple work orders, you will need to go back to the main menu and start from the beginning so you can enter the correct information for the different work order.

FIG 1 FIG 2


Inventory Out Using

Article Numbers

FIG 1 FIG 2


• On the Main Menu, click on Select Activity• Click on Next• Click on Inventory Out, then click Next

(FIG 1)• If you are using a work order, you can scan

it here. If not, then click on Next. (FIG 2)• Select the Location Out (FIG 3)• Click Next (FIG 3)• Fill in information for Location Out (FIG 4) • Click on the Next (FIG 4)• Instead of scanning a tag number, click on

QTY Count. (FIG 5)

Inventory Out Using Article

Numberscont.

• Scan the location tag where the piece is being moved from. (FIG 6)

• Enter the quantity that is being scanning out. (FIG 7)

• Select the customer • Click on Next (FIG 8)• Scan or select the article # (FIG 9)• After all of the information is filled in

for this piece, you will be at the first screen, where you can scan more inventory out. If you’re done, click on Main Menu.

FIG 6 FIG 7


Inventory Out Update with Tag Numbers• On the Main Menu, click on the Select

Activity. • Click on Next• Click on Inventory Out Update (FIG 1) • Click on Next (FIG 1)• If you are using a work order, you can


• Select the Location Out (FIG 3)• Fill in the information for Location Out.

(FIG 4) • Click on Next (FIG 4)• Scan the tag number (FIG 5)• Select the customer (FIG 6)• The next few prompts will be those that

were set up for this customer under the configuration tab in Windfall, prior to scanning. (FIG 7)

• If you’re capturing an image, follow the steps below. If you’re not capturing an image, click on Next. (FIG 8)



Inventory out Update using Tag Numbers, cont.

• The camera is on the back of the scanner. point it toward the object you want to capture. You can either tap the image or press the blue button on the scanner to take the picture. (FIG 9)


• Choose yes or no (FIG 10)• After accepting the picture, you will be on

the main screen for the image. If you don’t like the picture, click on the Take Picture button to capture another. When finished, click on Next. (FIG 11)

• There is also an option to select an image that is already on the scanner. (FIG 12)

• The next screen will take you to a list of all of the pictures on the scanner. You can choose any of these by just taping on them. (FIG 13)

• After all of the information is filled out for each piece, you will end up back at the main screen where you can continue scanning. Click on Main Menu if you are done.

FIG 9 FIG 10


Inventory Out Update using

Article Numbers


• Click on Next• Click on Inventory Out Update (FIG 1)• Click on Next (FIG 1)• If you are using a work order, you can


• Select the Location Out (FIG 3)• Fill in information for location out (FIG 4)• Click on Next FIG 4)• Select Qty Count (FIG 5)• Scan the location that the piece is

coming from. (FIG 6)• Enter the quantity of the piece. (FIG 7)• Select the customer (FIG 8)

F



Main Menu

Inventory Out Update using

Article Numbers, cont.• Scan or select the article for the piece (FIG 9)

• The next few prompts will be the prompts that you set up in this customer under the configuration tab in Windfall prior to scanning. (FIG 10)

• If you are capturing an image, follow the steps below. If you are not capturing an image, click on Next. (FIG 11)

• The camera is on the back of the scanner. Point it toward the object you want to capture. You can either tap the image or press the blue button on the scanner to take the picture. (FIG 12)

• After taking the picture you will be asked to accept. Choose yes or no. (FIG 13)

• After accepting the picture it will take you back to the main screen for the image. If you don’t like the picture you can still take another, just click Take Picture again. (FIG 14)


• The next screen will take you to a list of all of the pictures that you have taken. You can choose any of these by just tapping on them. (FIG 16)

• After all of the information is filled in for this piece, you will end up back at the main screen where you can continue scanning



Main Menu

Pallet Move

• On the Main Menu, click on Select Activity button. Then click on Next.

• Click on Pallet Move, then click on the next button. (FIG 1)

• If you are using a work order, you can scan it here. If not then click on Next. (FIG 2)

• Scan the pallet that you are going to be moving. (FIG 3)

• Scan the location tag that you are going to be moving it to. (FIG 4)

• After you have filled in all of the information for this item, you will end up back at the main screen where you can start scanning your next piece. (FIG 5)

FIG 1 FIG 2


Pallet Out

• On the Main Menu, click on Select Activity, then click on Next.

• Click on Pallet Out, then click on Next. (FIG 1)

• If you are using a work order, you can scan it here. If you are not using a work order, click Next. (FIG 2)

• Select the Location Out (FIG 3)• Fill in information for Location Out (FIG 4) • Click on Next (FIG 4)• Scan the Pallet that is moving out of

inventory. (FIG 5)• After all of the information is filled out for this

piece, you will end up back at the main screen where you can continue scanning. Click on Main Menu if you are done.

FIG 1 FIG 2


Vault Move

• On the Main Menu, click on Select Activity, then click on Next.

• Click on Vault Move (FIG 1)• Click on Next (FIG 1)• If you are using a work order, you can


• Scan the Vault that is moving. (FIG 3)• Scan the location that the vault is

moving to. (FIG 4)• After all of the information is filled in for

this piece, you will end up back at the main screen where you can continue scanning. Select Main Menu if you are finished scanning. (FIG 5)

FIG 1 FIG 2


Vault Out

• On the Main Menu, click on Select Activity

• Click on Next• Click on Vault Out (FIG 1) • Click on Next (FIG 1)• If you are using a work order, you can


• Select the Location Out (FIG 3)• Fill in information for Location Out (FIG

4)• Click on Next (FIG 4)• Scan the Vault that is moving out. (FIG

5)• After all of the information is filled in for

this piece, you will end up back at the main screen where you can continue scanning.

FIG 1

FIG 5

FIG 2

FIG 4FIG 3Main Menu

Summary

• On the Main Menu, click on the select activity button, then click on Next.

• Click on Summary (FIG 1)• This will show you all of the transactions

that have been made. (FIG 2)• To see more transactions, there is a

button on the bottom right side of the screen: “>>”. This will show you more transactions. (FIG 2)

• There is a Main Menu button on the bottom of the screen if you are finished. (FIG 3)

FIG 1


Inventory/Location Lookup

• Please note, this option is only available in wireless mode.


• Click on Next• Click on Inventory/Location Lookup

(FIG 1)• You have the option to perform a lookup

of inventory, location, or customer. (FIG 2)

• Select what you one of these options, then fill in the information. (FIG 3)

• You will see all of the information that belongs to that location, customer, or inventory piece. (FIG 4)

FIG 1 FIG 2


Check for Upgrade


• Click on Next• Click on Check For Upgrade (FIG 1)• The scanner will search for any updated

versions.• If you are on the most recent version,

you will get a message on the top of the scanner that says: “You are currently using the latest version of Windfall. Tap the Main Menu button to go back.” (FIG 2)

• If you are not on the most recent version, you will get a message on the top of your scanner that says: “Updated files are available for this version. Tap the Start Upgrade button to download and install.” (FIG 3)

• When the upgrade is finished, you will receive a message that says: “Upgrade file retrieval was successful. Tap OK to continue.” (FIG 4)

FIG 1 FIG 2


Scanner Tips

• Mass In - This option allows you to add multiple tags at one time. They must be in numerical order and all pieces must have the same information. All pieces have to go to the same location, and you can only add up to 50 at a time.

• Select Mass in (FIG 1)• Enter Mass Base Inv # (FIG 2)• Enter the # of items that you

are bringing in. (FIG 3)

• Last Scans -This is where you can view the last scans.

• Select Last Scans (FIG 4)• You can see all of the recent

scans here. Click on Close when you are finished. (FIG 5)

FIG 1 FIG 2 FIG 3


Scanner Tips • Qty Count- This is used when bringing in

articles without a tag number. (FIG 1)• Count- This keeps a count on all of the

transactions that you have made. To clear it just click on it, and it will go back to 0. (FIG 1)

• Review- This is an option that you can keep on while scanning. At the end of a transaction, it will show you a summary of the information that you have entered. If everything is correct, select submit. If you need to change something, select Do Not Submit.

• Select Review before starting your transaction. (FIG 2)

• Select Submit, or Do not Submit (FIG 3)

• Date Prompt - This gives you the opportunity to change the date that inventory was brought in. (example: if something came in on Friday and you’re not scanning it into inventory until Monday, you can change the date to when it came in as opposed to when you are scanning it.

• Select Date Prompt before starting your transaction. (FIG 4)

• Scan your tag, or if using articles select Qty Count.

• Enter in the new date. (FIG 5)

FIG 1 FIG 2 FIG 3


Scanner Tips

• Qty Prompt - This is for inventory tags that have quantities. Remember, you cannot add to an inventory tag, you can only take away from an inventory tag.

• Select Qty Pr. (FIG 6) before scanning the inventory tag

• Enter in the Qty for that tag. (FIG 7)

• Rapid Scan - This will let you scan multiple inventory pieces. You have to make sure that all of the pieces you are scanning in are going to have the same location, and other information. (FIG 8)

• Select rapid scan before scanning• Go through the prompts • Once you have finished the

prompts you will only have to scan the inventory tags.

• When you are finished with rapid scan just uncheck the box.

FIG 6 FIG 7

FIG 8Main Menu

Main Menu

If you have any questions you can contact the support team at 314-925-1547 or you can email us at [email protected]

You can visit us at http://www.windfallonline.com/customer/

mailto:[email protected]

how to use a scanner throughout this slide show there will be hyperlinks (highlighted in blue)...

Documents

button fig

time fig

programs fig

ok fig

customer order fig

main menu screen

main screen

tag numbers inventory