manager inventory reference guide - zebra technologies1. sign-on to the hart website under set-up...
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
MANAGER
Inventory Reference Guide
VERSION 4ZEBRA ID 963-01
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
TABLE OF CONTENTS Page
RECEIVE SUPPLIES/ COMPONENTS 3
PREPARE THE MERCHANDISE 5
STICKERS / LAYING STICKERS 6
STICKER RANGES 8
DEVICE (SCANNER) 12
SET UP SCANNERS 14
SCANNER FUNCTIONS 15
WFM SPECIFIC SCANNER FUNCTIONS 25
ZEBRA CLIENT CARE 26
REPORTS 29
TEST COUNTS 33
ENTER COUNT CORRECTIONS (KEY CORRECT) 37
WIFI CONNECTIVITY & BACK UP ACCESS POINT 39
CLOSE INVENTORY 41
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ZEBRA RETAIL SOLUTIONS supplies our WiFi Imaging Scanners and customized software for use by
your Team Members to take a scanned inventory. ZEBRA RETAIL SOLUTIONS also supplies Fixture
Stickers printed with consecutively numbered special bar codes. The stickers are placed on the fixtures in
accordance with the instructions of the inventory. You will also receive all the supplies you will need to
conduct your inventory.
All the Team Members associates have to do for each fixture is: a. Scan the bar code on the Fixture Sticker.
b. Scan or key the bar code/ PLU on each piece of merchandise, enter a sub-team and price for NOF
barcodes.
c. Enter a quantity if required.
d. Continue to scan/key tickets until all the merchandise on the fixture is accounted for.
e. Scan the Fixture Sticker to "END" the sticker.
f. Place a red flag sticker or a Post It on the sticker to show it has been counted.
g. Repeat the steps above for the next sticker.
The scanner will display the total scan count and will save all of the inventory details.
The scanners transmit the data to Zebra via Wi-Fi each time a sticker is ended. If the scanner is out of
range of the access point, it will save and accumulate the stickers ended until it is back in range. Once
the scanner is back in range it will then transmit all of the details of the saved stickers.
Reports will be available for display throughout the inventory by accessing the Hart Website. These reports include a Missing Stickers Report which will inform you of any missed fixtures. When all of the fixtures are accounted for, you are finished! This manual is designed to lead you step-by-step. It should be read and understood before Inventory
Day.
GOOD PREPARATION IS ALWAYS THE KEY TO A TIMELY AND ACCURATE INVENTORY.
OVERVIEW
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RECEIVE
You will also receive the following supplies:
♦ ZEBRA RETAIL SOLUTIONS also sends (1) supply box per location. Inside
the supply box, you will find:
♦ Your Inventory Binder with the Permanent Stickers to place on fixtures.
• White Sticker Labels for each Team area (Grocery, Specialty, Whole Body, M i x ed /F l oa t i n g , P r od uc e , Me a t , S ea f o od , B ak e r y and Prepared Foods).
♦ Training Documentation: Manager’s Guide, Quick Start Guide and Quick
Reference Guides.
♦ Wireless Control ID Bar Code - you will need this form to set-up the scanners
for your store.
♦ (1) Internet Password flyer. You will use this flyer to access Internet reports.
♦ After your first inventory supplies will be replenished on a Quarterly basis.
ORDERING EQUIPMENT AND/OR SUPPLIES
If any of the equipment or supplies are missing, or if you need to order replacement equipment or supplies contact Zebra Client Care.
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RECEIVE COMPONENTS
You will receive one or more equipment boxes containing all of the necessary components for your first count.
♦ The box will be sealed with tape. Cut the tape with a knife, do not rip tape
off.
♦ When opening the boxes, be careful. Try not to rip or damage the box. You will
use the same boxes to return the components to ZEBRA RETAIL SOLUTIONS.
♦ Inside one equipment box, you will find:
○ Scanners
○ 1 Access Point (for Backup)
○ Scanner chargers
*** IMPORTANT : YOU WILL BE KEEPING THIS EQUIPMENT!
◊ You will NOT BE sending this equipment back UNLESS you are instructed to do so by Zebra Retail Solutions. ***
NOTE: The scanners will have 15+ hours of battery life. Prior to inventory, use the chargers to charge the batteries before inventory begins.
♦ Remove the Scanners from the foam insert, then remove the foam insert itself
and continue with the following “layers”.
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PREPARE THE MERCHANDISE
DO WHATEVER YOU CAN TO SPEED UP THE SCANNING
• Ensure all fixtures are neat and that the merchandise is in a uniform manner. • Organize the back room by grouping like merchandise together.
• Check that all merchandise has a scannable bar code and that all tickets can be easily seen and scanned.
• Make sure to account for merchandise in out of the way areas (under registers, in cabinets, back room, etc.); make sure it is ready to be counted.
• If you have the ability to print bar codes in your store, “Case” merchandise can be “pre-counted”. Place the printed merchandise bar code on the outside of the case, hand count the merchandise inside and write the total quantity on the case next to the bar code.
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Created by J.Mauro. 5/9/14 Reviewed and Edited by Lisa Francis 7/31/14
FIXTURE STICKERS
PERMANENT FIXTURE STICKERS
• Stickers will be sent from Zebra in an Inventory Binder. This binder should be kept by store leadership. If your store uses maps for stickering purposes, all maps should be kept in this binder.
• Please follow the “Resticker Project: Mandatory Instructions” provided by Whole Foods Global.
• Mandatory Requirement - each sales floor sticker should not have more than
1,000 piece counts on it. If a sales floor sticker has more than 1,000 piece
counts, break it down into multiple stickers. For Back Stock locations, each
sticker should not have more than 2,000 piece counts on it. Each sticker
should take less than 15 - 20 minutes to count, so when placing your stickers
please make sure you take this into consideration.
• DO NOT remove the permanent stickers from the fixture.
FIXTURE STICKER LOG
• These logs are available on the Sticker Log file via a mobile computer /tablet.
Please follow the:
“Resticker Project: Mandatory Instructions” provided by Whole Foods Global.
If at any time a Sticker is lost or torn, contact Zebra Client Care to have replacements sent to your store.
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LAY THE STICKERS
Be sure to read this entire section before placing any stickers on the fixtures.
Whole Foods Global has estimated that it will take 8 to 12 hours to sticker the entire store. This is a 2-person job so make sure you have someone available to assist you with the stickering. One person will be placing the sticker on the shelf/fixture, while the other person will be recording the sticker information in the Sticker Log file via a mobile computer/tablet. When stickering a specific area, make sure someone from Team Leadership in that area
is involved (i.e. the Grocery TL should be involved in stickering the Grocery area, the
Bakery TL should be involved in stickering the Bakery area, etc.).
Each Team is assigned specific range of stickers: There are 18 unique areas (9 sales
floor and 9 back stock) which are assigned a specific range of stickers.
⇒ Grocery Sales Floor <1000 to 1599> Back Stock <1800 to 1999>
⇒ Specialty Sales Floor <2000 to 2249> Back Stock <2800 to 2899>
⇒ Whole Body Sales Floor <3000 to 3249> Back Stock <3800 to 3899>
⇒ Mixed/Floating Sales Floor <4000 to 4049> Back Stock <4800 to 4824>
⇒ Produce Sales Floor <5000 to 5099> Back Stock <5800 to 5849>
⇒ Meat Sales Floor <6000 to 6049> Back Stock <6800 to 6849>
⇒ Seafood Sales Floor <7000 to 7049> Back Stock <7800 to 7849>
⇒ Bakery Sales Floor <8000 to 8099> Back Stock <8800 to 8899>
⇒ Prepared Foods Sales Floor <9000 to 9099> Back Stock <9800 to 9899>
Please follow the:
“Resticker Project: Mandatory Instructions” provided by Whole Foods Global.
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IMPORT STICKER RANGES
You will be entering your sticker ranges via the Zebra Inventory web site
under the Set-Up Reports Menu. This process will ONLY be available for the
restickering project, any full store resets, or any new stores stickering for the first
time. You can place and record your sticker information in the Sticker Log and
email to your Regional Finance Team for final approval.
1. Sign-on to the Hart website under Set-Up Reports menu, choose Sticker Log Template.
2. Name each sticker according to the “Restickering Project: Mandatory
Instructions”.
3. Once you have your sticker log completed email the log to your Regional
Finance Team for final approval and upload.
Once the area sticker ranges are updated, they will remain for each subsequent
inventory. Ranges can be modified as needed Move, Add or Delete stickers.
Any sticker Additions, Modifications, or Deletions AFTER the sticker log upload
can be done via the "Enter Sticker Ranges" function in Zebra/Hart Website.
Prior to the start of your inventory, you may need to adjust the sticker ranges for each area. Log onto www.hartsystems.com: 1. Select “Enter Sticker Ranges” option from the drop-down box.
2. Select the Area in which you want to enter a Sticker Range(s) and click
“OK”.
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MODIFYING STICKER RANGES
3. To ADD a Sticker select the Add Sticker in the Action column on the right.
4. Type a valid Sticker Name and click “OK”.
Continued on Next Page...
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MODIFYING STICKER RANGES
To modify an existing sticker range, from the Store Inventory Overview, Click on Set-Up Reports from the menu bar. Select Enter Sticker Ranges and Choose the Area and Click OK.
From the Sticker Ranges for “Area” screen, Locate the sticker that needs to be modified (Moved/Section Renamed) and Click on the Sticker Number in the Sticker # Column.
The Internet Sticker Ranges by Area Corrections will display. In the Area Field, Click the down arrow and Select the Area where you would like to move the sticker. When finished moving the sticker to the new Area, Click Ok.
Change the Section Name: follow Steps 1-3 listed above to Enter the new name in the Section Name field. When new name has been entered, Click OK.
Deleting Sticker Range
If you will no longer being using a sticker range, you can delete the range from the Sticker Ranges for “Area” screen.
Follow instructions 1 and 2 above. When the Sticker Ranges for “Area” screen displays, locate the sticker range that needs to be deleted and in the last column, Click Delete.
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DEVICE - IMPORTANT KEYS
Auxiliary Scan Button
Auxiliary Scan Button
“ESC” Used to clear an entire field.
“SCAN” Press to scan
bar codes.
“BKSP” Used to clear an entry, one position at a
time.
“ENTER” Used to accept
all entries.
(Power Key) Used to power
the scanner on and off.
FUNC (Function) Key
= Increases screen brightness.
= Decreases screen brightness.
= Increases volume.
= Decreases volume.
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Page - 9 Page - 11 Page - 13
Page - 5
DEVICE - SCREEN LEGEND
When the scanner is fully charged the indicator, light turns green.
Pending Stickers Indicator P = Scanner contains
stickers to be transmitted to Zebra.
Store# Employee ID Battery Strength
Signal Strength
Alpha/Numeric Indicator
1 = Numeric A = Alpha, UPPER a = Alpha, lower
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SET UP
Once Zebra has received and processed the Fiscal Period Master File, you will receive an email notification from ZEBRA RETAIL SOLUTIONS advising you to setup the scanners. In addition, your store’s Inventory Overview Master File
Status will display: Available
1. Scan the Control ID bar code.
2. Key your Store Number and press ENT (Enter).
3. The scanners will register shortly after pressing ENT and will automatically pick-up any Master File updates. Be sure to Press the Continue button to finish the registration.
4. The “Team Member” screen will be displayed.
5. Repeat steps 1 and 2 for all scanners.
6. Look on the ZRS/Hart website to verify that the Scanners have Registered successfully:
After entering the store number, the “P” should disappear from the bottom of the screen.
If the “P” still appears, it could mean the Scanners are out of range of the Access Point or if using the back up Access Point it is not connected.
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Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
SCANNER FUNCTIONS
SET TEAM MEMBER
Using the Stylus, Tap the scanner screen
twice to display the Key board.
Use the keyboard to Key the Team Member
and press ENT (Enter).
NOTE:
When entering the Team Member you can also Press the Alpha K e y t o key letters. Don’t f o r g e t to change it back to numbers when you are done!
ALPHA
START A STICKER After entering the Team Member, Scan the Fixture Sticker.
SCANNER FUNCTIONS - Continued
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
SCAN TICKETS
INCORRECT KEYING
After scanning the Fixture sticker, you must scan or key the bar codes for all the merchandise on that fixture.
• A quantity of one (1) will automatically be
accepted.
• Multiple quantities CAN be keyed entered.
○ The maximum quantity allowed is 9,999.
○ Quantities of 50 or more, as well as
same, double-digit quantities, will require confirmation in order to be accepted.
If the scanner makes a “special” sound, Follow the instructions on the scanner screen.
• All special messages can be acknowledged
by pressing ENT (Enter).
If you keyed information incorrectly, make corrections by pressing ESC (Escape) to clear the entire field or BKSP (Backspace) to clear the field one character at a time.
SCANNER FUNCTIONS - Continued
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
SCANNING INGREDIENTS
NO PRICE!
♦ When scanning ingredient items there will be no price a s s o c i a t e d with the items.
♦ These i t e m s are captured by quantity/weight (items can be captured at f r ac t i o na l quant i t ies as well, see below.)
♦ In the examples on this page, you can see there is no price listed but there is a description, case size and unit of measure.
♦ Note that the fractional quantity is entered on the left.
SCANNER FUNCTIONS - Continued
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Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
SUB TEAM ENTRIES
If a Sub Team needs to be entered key a Zero at the barcode field and Press ENT.
The Sub Team Entry screen will appear. Choose the Sub Team from the drop down Menu and Press ENT. Key in the Price and Press ENT.
Note: If entering by weight and need to enter the price per pound Press the FUNC Key then 1.
WEIGHT ENTRIES Certain items in the store may
require a weight to be entered. After scanning the barcode or keying the PLU Press the FUNC key and the 1 key to enter the weight.
To return back to Quantity mode, Press the FUNC key and the 1 key.
CASE QUANTITIES
To key in cases Press the FUNC and the 3 key after scanning the barcode.
To return back to Quantity mode, Press the FUNC key and the 3 key.
FUNC (Function) Key
SCANNER FUNCTIONS - Continued
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Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
CANCEL STICKER
Press the “Cancel Sticker” button on the TouchScreen and follow the instructions.
NOTE: You can only cancel the sticker you are currently scanning. You cannot cancel a sticker that was “ended”.
SCANNER FUNCTIONS - Continued
20 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
REVIEW / DELETE TICKETS
1. If you have lost your place in a sticker, or would like to verify previously scanned items, refer to the Review Grid, located in the center of the Scan Bar Code screen.
• You can navigate through the Review
using the Arrow keys on the scanner.
2. To delete a scanned item, locate the bar code in the Review Grid using the arrow keys.
3. Highlight the item and press the “Delete Item” button, on the TouchScreen.
4. Select “Yes” to confirm the deletion by either pressing the button on the TouchScreen or highlighting it using the arrows and pressing ENT (Enter).
SCANNER FUNCTIONS - Continued
21 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
END A STICKER
After you have scanned all of the merchandise for a particular sticker, you must END the sticker - the scanner will save all of the data and automatically transmit to Zebra.
1. Scan the Fixture Sticker again.
2. Select “Yes” to confirm by either pressing the button on the TouchScreen or highlighting it using the arrows and pressing ENT (Enter).
NOTE: If you scanned a sticker but cannot scan the sticker again to end it, the sticker can be ended by Pressing the “Func” key and then the number “1” key. This will display the End Sticker Button. Press the End Sticker Button to end the sticker.
Once a sticker has been ended,
the data is automatically
transmitted to Zebra.
Any data scanned while out of
range of the access point, will be
saved then automatically
transmitted once you are again
“in range”.
SCANNER FUNCTIONS - Continued
22 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
SENDING DATA
As each sticker is ended, data is automatically Sent to Zebra.
PENDING TRANSMISSIONS — VERY IMPORTANT!
When you have scanned more than four stickers, check the indicator at the Scan Sticker Screen. The “P” indicates the number of pending sticker transmissions.
If you find that number is not decreasing, bring the scanner closer to an access point. If you still cannot transmit, check the access point.
SCANNER FUNCTIONS - Continued
23 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
Reviewed by BryantP Edited by Lisa Francis 7/31/14 version 6
REVIEW PREVIOUS STICKERS SCANNED
The Scan Fixture Sticker screen will display the stickers scanned, in the Review Grid, located in the center of the screen.
CREATE AN “EMPTY” STICKER
If you encounter a stickered fixture for which there is no merchandise associated with it, you still need to account for the Fixture Sticker.
Perform “START A STICKER” and “END A STICKER”: Scan the Fixture Sticker and then END it immediately, without scanning any merchandise. Follow the scanner instructions.
SCANNER FUNCTIONS - Continued
24 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
Reviewed by BryantP Eited by Lisa Francis 7/31/14 version 6
END EMPLOYEE SCANNING SESSION
When a Team Member has completed their scanning assignments, they should log out and return the scanner to the Control Desk.
At the Scan Fixture Sticker screen press the Logout button on the TouchScreen to log out, and the scanner will return to the Enter Team Member screen.
NOTE: If there are stickers in the scanner that have not yet been transmitted (for example, Team Member is logging out while out of range of the access point) the scanner must be brought back into range before the Team Member can log out.
CLOSE OUT SCANNER
If a scanner is not needed again for this inventory, the scanner must be closed out.
1. From the Enter Team Member screen, press the Close Scanner button on the TouchScreen to close the scanner.
2. Follow the scanner instructions. The scanner will return to the Scan ID screen.
25 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
WHOLE FOODS MARKET INVENTORY FUNCTIONS
BAR CODES
NON BAR CODED ITEMS
NOT ON FILE
QUANTITY
WEIGHT QUANTITY
CASE QUANTITIES
WIRELESS HART
CONTROL ID
REVIEW OF STICKERS SCANNED
1. UPC A – Can be scanned or keyed and must be 12 digits in length.
2. UPC E – Can be scanned or keyed and must be 8 digits in length.
3. EAN 13 – Can be scanned or keyed and must be 13 digits in length.
4. EAN 8 – Can be scanned or keyed and must be 8 digits in length.
Perishable items and items that have no bar code can be entered
into the scanner by keying “0” (zero) at a blank Scan/Key Item or
PLU screen and then ENT.
Press the down arrow in the Sub-Team field and then select the Sub-Team from the list. Once the Sub-Team is selected, key the Price and Quantity.
If a scanned or keyed bar code is not on the Master File, the
scanner will display a message indicating it is “Not On Master
File”. Press “Y” or ENT to continue and at the
blank Scan/Key Item or PLU screen, key “0” (zero), and then
press enter. Press the down arrow in the bar code field
and select the Sub-Team. Once the Sub-Team is selected, key
the Price and Quantity.
Multiple quantities can be keyed for all items. The maximum quantity allowed is
9,999.
Quantities of 50 or more, as well as same, double-digit quantities (i.e. 11, 22, 33, . .
144), will require a re-key with 2 successive matches in order to be accepted.
After scanning the bar code or keying the PLU, Press the “FUNC” and then “1” key. Notice that Quantity field has changed to the Weight field. Key enter the weight. To return to quantity keying, Press the “Func” and “1” key again. After scanning the bar code or keying the PLU, Press the
“FUNC” and then “3” key. The Quantity field remains but it now
allows for the number of cases and the quantity case. To return
to quantity keying, Press the “Func” and “3” key again.
The Wireless Hart Control ID is accessible from the Inventory Functions Menu via your Store’s Overview.
Each time a sticker is scanned, it is recorded and displayed in the scanner grid whenever the scanner is ready to scan a new Fixture Sticker.
26 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US [email protected]
ZEBRA RETAIL SOLUTIONS INVENTORY SYSTEM
ZEBRA CLIENT CARE PHONE NUMBERS
IF YOU HAVE ANY QUESTIONS, CONTACT ZEBRA CLIENT CARE.
(800) 632-3082
Our Zebra Client Care Staff may be reached by calling the above numbers.
• If your call is answered by our Receptionist, please ask for “Client Care”.
• If your call is answered by our Automated System, please Enter “1” for “Client Care”.
You may also contact Zebra Client Care via e-mail:
When sending an email, please remember to include your:
• Store Location #
• Personal Name
• Phone Number, and
• A Brief Message, describing your question or issue.
AUXILIARY CLIENT CARE NUMBER
If for any reason our primary Client Care Number is not working, please use our Cellular Phone number to reach Client Care. This number is 516-639-3103.
27 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US [email protected]
RESCANNING STICKERS
♦ The system will recognize only ONE occurrence of the same sticker number. If a sticker is scanned more than once, even with different scanners, the system will compare the date and time of the previous versions and accept only the most current version.
RESCANNING A STICKER USING THE SAME SCANNER
• Simply scan the Sticker.
• The scanner will display a message that the sticker has already been scanned and provide the details of the last scan (Team member who last scanned the sticker, Date/Time and the Units). Press the Yes to confirm that you would like to rescan the sticker or No if the sticker was accidently scanned again.
• At the Scan/Key Item or PLU screen, begin scanning the merchandise again.
• Remember to rescan all the merchandise associated with that sticker.
• When done scanning, End the Sticker.
• The data is automatically sent to Zebra. The system now recognizes the newest scan version.
NOTE: The Scan Fixture Sticker Grid will keep a visual display each time the same sticker is scanned. This is not to be confused with the System accepting the most current version. The System ALWAYS accepts ONLY the most current version when a sticker is ended. The visual display is helpful as a reference in the event that a sticker is rescanned in error. Hart Systems Reporting has an option to revert to a previous scan version if necessary. See Rescanned Sticker Report.
RESCANNING A STICKER USING A DIFFERENT SCANNER
• Simply scan the sticker.
• In this instance, the scanner has no record of the sticker being previously scanned . You can still rescan the sticker but the scanner WILL NOT display any message alerting you that a sticker was previously scanned.
• At the Scan/Key Item or PLU screen, begin scanning the merchandise again.
• Remember to rescan all the merchandise associated with that sticker as well as any missed merchandise.
• When done scanning, End the Sticker. • The data is automatically sent to Zebra. The system now recognizes the newest
scan version.
28 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US [email protected]
Battery Procedures
Battery Life:
The scanners will have 15+ hours of battery life.
Charging Batteries in Scanners
The week leading up to your FP Inventory, start checking the scanners battery life. If
a scanner battery life is very low, it could take up to 3 hours for the battery to fully
charge.
The day/night before the FP Inventory, make sure to give the scanners a quick charge (approx. 1 hour charge) before you begin inventory; this is to ensure that the scanner is fully charged.
♦ Power the scanner(s) on.
If a low battery message displays, the scanner(s) will need to be charged. ZEBRA RETAIL SOLUTIONS provides the chargers in with your equipment.
♦ Connect the battery charger into the battery adapter port,
which is located at the bottom of the scanner.
♦ The indicator light at the top of the scanner will turn red as
the scanner is charging.
♦ When the scanner is fully charged the indicator light turns
green.
♦ Disconnect the charger.
NOTE: If the low battery message still displays once the scanner is
fully charged, power the scanner off and then power the
scanner back on. The low battery message will no
longer be displayed.
If after charging the scanner battery and it is unable to
retain a full charge, please contact Zebra Client Care.
29 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US [email protected]
Created by Edited by Lisa Francis 08/18/14 Version 6
REPORTS
ZEBRA RETAIL SOLUTIONS provides several reports to assist you during the inventory process. Lon-on to the Zebra Inventory web site (www.zebrainventory.com). From the
Inventory Overview page “Set-Up Reports”, “Comparison Reports”, & “Information/Analysis Reports” will be displayed. The options available from these menus will allow you to perform important functions throughout your inventory.
“Set-Up Reports” Menu:
Enter Sticker Ranges
Sticker Ranges Report - This report lists the Sticker Ranges that were entered for each area. Use this report as a guide for laying the stickers for each subsequent Zebra inventory, or when switching to permanent stickers.
Print Wireless Control ID (if you misplace your Control ID, you can print it from here).
Track your Shipment from Zebra
Sub Team Close +/- 20% Variance
WFM Honeywell 6100 Internal AP Conversion & WFM Honeywell 6110 Internal AP Conversion - To configure the scanners to Whole Foods Market Access Point.
Sticker Log Template – Used to fill in and save to upload sticker ranges.
30 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US [email protected]
REPORTS- Continued
“Comparison Reports” Menu:
ITEM COMPARISON REPORTS
1. Item Comparison Report - This report will compare, by Item, the total units and
total retail and variances for the current and previous fiscal period.
2. Item Comparison Report-Cost – This report will compare, by Item, the total
units and total cost and variances for the current and previous fiscal period.
SUB-TEAM SUMMARY REPORTS - These reports provide the most detailed account of your inventory.
1. Sub Team Comparison – This report compares the total retail between the Sales Floor and Backroom for the current and previous fiscal period.
2. Sub Team Comparison – Cost* – This report compares the total cost between the Sales Floor and Backroom for the current and previous fiscal period.
3. Sub Team Summary Report – This report will display the current retail and current total cost for each Sub Team. (Is available from the Overview.)
Please note you can review the individual details of each sub team. Drill down on the Sub Team, and then drill down again on the details you wish to review.
STICKER COMPARISON REPORTS
1. Sticker Comparison Report – This report will compare by sticker, the total
units, total retail and variances for the current and previous fiscal period. This
report can be modified to compare a specific range of stickers.
2. Sticker Comparison Report-Cost - This report will compare by sticker, the total
units, total cost and retail for the current and previous fiscal period. This report
can be modified to compare a specific range of stickers.
31 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US [email protected]
REPORTS- Continued
“Information/Analysis Reports” Menu:
CHEESE WHEEL REPORT - Lists the sticker numbers, the line number where the item appears on the fixture, the bar code for the item, the weight in lbs., the price per pound and the total price for each item.
SUB TEAM OVERRIDE REPORT - Provides a breakdown for the items counted at cost
and at retail for each sub team for the current and prior fiscal period.
DEVICE ACTIVITY - Displays the activity of each scanner:
· Shows the date and time,
· Scanner device number,
· Function (i.e. registered, sent data, requested reports, closed inventory),
· Total stickers. If data has been sent, the total units and the team member name will be displayed as well.
ITEM LOCATOR REPORT- This report displays the stickers where a particular item was scanned, or added through corrections. Enter a barcode or PLU to retrieve this information.
BACK STOCK INVENTORY-NOT ON SALES FLOOR - Details ALL items scanned in the Backroom but not scanned on the Sales Floor. This report displays the sticker number, Not on File bar code or PLU, keyed Sub-Team #, price and quantity of each Not On File item that was scanned, keyed or added by corrections.
32 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US [email protected]
REPORTS- Continued
“Information/Analysis Reports” Menu CONTINUED:
STICKERS BY EMPLOYEE - Displays the total units and time scanned for each sticker
scanned by the selected team member.
DOWNLOAD STICKER DETAIL - This report lists, in order, a line-by-line listing of every item on a particular sticker. Enter the 4-digit sticker number (when prompted) to access this report.
· Wherever a sticker number is displayed on other reports, drill down on the sticker number to navigate to the Sticker Detail Report.
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
TEST COUNTS
To ensure all stores perform the required amount of Store Select Test
Counts, our system will now prevent a store from closing if they have not
performed the minimum amount of Test Counts.
For a Partial count, the minimum amount of Store Selected Test Counts is as follows:
• 2 Test Counts (1 Sales Floor and 1 Back Room) for EACH of the following
Perishable teams: Bakery, Deli/Prepared Foods, Meat, Produce and Seafood.
For a Full count, the minimum (total of 25 test counts per store) amount of Store
Selected Test Counts is as follows:
• 2 Test Counts (1 Sales Floor and 1 Back Room) for each of the following
Perishable Teams: Bakery, Deli/Prepared Foods, Meat, Produce, Seafood AND
• 5 Test counts (3 Sales Floor and 2 Back Room) for the following non-perishable
Teams that will only be required during full counts: Grocery, Whole Body and
Specialty.
NEW FOR TEST COUNTS:
PERFORMING TEST COUNTS
1. With the scanner set for Test Counts Mode:
2. Go to the sticker for the item that you would like to Test Count.
3. Scan the sticker and scan/key ONLY the item for the test count; DO NOT count all
items on that sticker.
4. Store Selected Test Counts can be performed at anytime after the inventory starts
regardless if the live count for the sticker has been performed yet or not.
5. Also, ONLY perform the test count on the merchandise for the one sticker/section
that merchandise is stocked on. So if the item being test counted is stocked on
several different stickers, only count the items on the one sticker you selected to
be test counted. If you need to Test Count the same item on other stickers, be
sure to end the sticker on each unique section before moving to the next
section.
Created by Lisa Francis 7/15/14 version 6
HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
6. As with regular scanning, when the sticker is ended the data is automatically
transmitted, the Test Count Report updates every 2 minutes.
7. Once the Test Count data is sent, monitor the Test Count Report so you can
check for variances. Be sure that the live scan is the correct one; if it is not, Key
Correction for the sticker.
8. If there are no variances, nothing more needs to be done.
9. If there is a variance on any Test Count, the system will allow you to enter a
“Reason Code”.
10. To enter a Reason Code, click the link in the Reason Code column and select
one of the reason codes below:
♦ ***Special Comment*** (allows custom comments to be typed)
♦ Inventory Count Correct
♦ Test Count Correct
♦ Merchandised was sold
♦ Area was re-stocked
♦ Counted on Wrong Sticker.
TEST COUNTS - Continued
PERFORMING TEST COUNTS—Continued
Choose to view Test Counts
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
TEST COUNTS - Continued
SAMPLE TEST COUNT REPORT
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
The System will NOT auto-generate any Test Counts. The Test Count to
be performed will need to be “Store Selected”.
♦ At the Scan Sticker Screen, Press the F2
button to bring up the Menu tab on the
scanner screen.
♦ Press “Menu” and then select “Test Count
Mode” from the pop up menu and say “yes”.
1. Once you enter “Test Count Mode”, the
screen will turn pink and you can proceed as
usual.
2. The scanner will stay in Test Count Mode
until it is either deselected or you log out.
To deselect:
• Press the Menu button from the Scan Sticker
Screen.
• From the pop-up menu, deselect Test Count
Mode by clicking it with the stylus.
SETTING SCANNER FOR TEST COUNT:
TEST COUNT PROCEDURE OVERVIEW:
TEST COUNTS - Continued
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
♦ TO KEY CORRECTIONS:
• Choose “Enter Count Corrections” from the Overview screen.
• Enter the Team Name and press the “TAB” key.
• Enter the 4-digit sticker number you would like to key corrections for and click “OK”.
• The Sticker Detail Corrections will display for that sticker.
• This is where you can Change, Update, Remove and Add.
Enter Count Corrections
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HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
♦ TO CHANGE A QUANTITY
∗ Click o the line # to correct and the Internet Corrections” screen will display.
∗ In the Quantity Field, Key the correct quantity and click “OK”.
♦ TO REMOVE ITEMS
∗ Click on the line # to correct and the “Internet Corrections” screen will display.
∗ Key a quantity of “0” and click “OK”.
♦ TO ADD ITEMS or ADD WEIGHT ITEM
∗ Click on ADD at the bottom of the Sticker Detail Corrections screen and the
“Internet Corrections” screen will display.
∗ Enter the bar code/PLU, quantity and click “OK”. If the item has no bar code,
enter the Sub Team # and price.
♦ To Add Weight Item, Click on Add Weight Item and enter the bar code/PLU. In
the Weight field, enter the weight. A quantity of 1 is automatically filled.
♦ For all three of the above corrections, after you click “OK” the Sticker Detail
Corrections screen will display the changes.
♦ When you have finished keying corrections, click the “CLOSE” button and you will
be returned to the overview screen.
Enter Count Corrections - Continued
39 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
Wi-Fi CONNECTIVITY
Wi-Fi Connectivity Overview
You will utilize the In-House Wi-Fi Access Points in each store location to transmit scanned data to ZEBRA RETAIL SOLUTIONS.
The ZEBRA RETAIL SOLUTIONS Inventory System provides instant communications at the end of each sticker (fixture). The Internet reports are updated in real-time.
40 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
SET UP BACK UP ACCESS POINT
YOU WILL BE USING YOUR IN-STORE ACCES POINTS!!
DO NOT SETUP THE BACKUP ACCESS POINT UNLESS INSTRUCTED BY ZEBRA CLIENT CARE!
Connect the Power Adapter on the back of the Access Point and plug into an
available outlet.
· Wait 2-3 minutes for the Access point to connect to a cellular network.
· Observe the signal strength bars on the Access Point.
3-4 bars of signal strength is desired
· You may consider moving the Access point to a better location if less than 3 signal
strength bars are displaying.
Power Adapter Port
Wireless Power Internal Modem
41 HAVE A QUESTION? CALL ZEBRA CLIENT CARE at 800-632-3082, or EMAIL US AT [email protected]
CLOSE INVENTORY
♦ BEFORE CLOSING THE INVENTORY MAKE SURE THAT:
• All merchandise has been scanned, all data has been sent, all corrections have been keyed and all stickers are in range.
• You have viewed and verified reports.
• You read and sign-off on the “Physical Inventory SOP Status” from the Overview.
• You check the “Physical Inventory Checklist Status” from the Overview.
• All missing stickers must be accounted for (unless doing a partial inventory). If any of these stickers have no merchandise on the fixtures they need to be scanned as “EMPTY” and the data sent to Zebra.
• Once all “Missing” stickers have been accounted for, you can begin the close again.
PARTIAL INVENTORIES
• If you are doing a Partial, you will only be scanning small sections of your store. You will have many missing stickers.
Please note the following:
• DO NOT delete or adjust your sticker ranges to reach 100% completion. • DO NOT scan your missing stickers as empty, just leave them as missing.
Just ensure that the sections you are scanning are 100% complete.
♦ CLOSE SCANNERS:
• From the Enter Team Member screen, press the Close Scanner button on the scanner TouchScreen.
• Press “Yes” or the ENT (Enter) button to close the scanner.
♦ TO CLOSE INVENTORY
• From the Inventory Overview click on “Close Inventory” in the middle of the page.
• After the close process is complete, Refresh the Overview page with our button.
• Input comments and reason codes on the Sub Team Close +/- 20% Variance Report and click submit.
• When the page refreshes, the Close Confirmation Number will be displayed at the bottom of the Overview screen.