{"id":17835,"date":"2022-12-27T16:43:51","date_gmt":"2022-12-27T16:43:51","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=17835"},"modified":"2023-06-16T11:07:02","modified_gmt":"2023-06-16T15:07:02","slug":"inventory-kits-and-scannerpal","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/inventory-kits-and-scannerpal\/","title":{"rendered":"Inventory Kits and ScannerPal"},"content":{"rendered":"\n<p>4.7 introduces PDT (physical data terminal) support. CerTek\u2019s ScannerPal is a portable data terminal that allows you to collect data, like counts, around the store and submit it to Artisan for tasks like sales orders, physical inventory, and more. This article explains how to use ScannerPal for making inventory kits.<\/p>\n<p>If you\u2019re interested in purchasing or renting ScannerPal, contact\u00a0<a href=\"mailto:sales@certek.com\">sales@certek.com<\/a>\u00a0or call\u00a0<a href=\"tel:877-723-7835\">(877) 723-7835.<\/a><\/p>\n<hr \/>\n<h3>Select Your Collection Method<\/h3>\n<p>Select how you are gathering information in ScannerPal. Select \u201c<strong>Collect Counts<\/strong>\u201d if you want to scan items then input the quantity as you go. For example, you know you\u2019re scanning all of the same items on a shelf, so you scan one of them, count how many of the items are there, then input that quantity in the quantity box.<\/p>\n<p>Or, select \u201c<strong>Collect Scans (w\/o Qty)<\/strong>.\u201d This is best if it is easier for you to scan each item individually, most commonly if you have a lot of single items or items that are mixed in a group and it\u2019s difficult to see their total QOH at one time.<\/p>\n<p>\u00a0<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17792 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1.png\" alt=\"\" width=\"296\" height=\"529\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1.png 1691w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1-168x300.png 168w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1-573x1024.png 573w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1-768x1373.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1-859x1536.png 859w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/home-screen-first-half-copy-1-1145x2048.png 1145w\" sizes=\"auto, (max-width: 296px) 100vw, 296px\" \/><\/a><\/p>\n<p>Set the &#8220;<strong>Job Type<\/strong>&#8221; to &#8220;<strong>Kit Details<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit1-copy.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17931 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit1-copy.png\" alt=\"\" width=\"305\" height=\"470\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit1-copy.png 657w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit1-copy-195x300.png 195w\" sizes=\"auto, (max-width: 305px) 100vw, 305px\" \/><\/a><\/p>\n<p>Optionally enter a &#8220;<strong>Job Description<\/strong>&#8221; that describes these scans (ex. Kit Scans for 12\/28).<\/p>\n<p>Next, tap on the &#8220;<strong>Scan<\/strong>&#8221; tab. Tap on the &#8220;<strong>Item Scan<\/strong>&#8221; text field to place the cursor there.<\/p>\n<p>Scan an item by pressing the yellow scan button on the side of the device.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/KIT3-copy.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17938 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/KIT3-copy.png\" alt=\"\" width=\"317\" height=\"580\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/KIT3-copy.png 845w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/KIT3-copy-164x300.png 164w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/KIT3-copy-559x1024.png 559w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/KIT3-copy-768x1406.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/KIT3-copy-839x1536.png 839w\" sizes=\"auto, (max-width: 317px) 100vw, 317px\" \/><\/a><\/p>\n<p>When you&#8217;re finished scanning items, press the blue arrow, then tap on the &#8220;<strong>Job<\/strong>&#8221; tab.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit4-copy.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17939 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit4-copy.png\" alt=\"\" width=\"321\" height=\"534\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit4-copy.png 937w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit4-copy-180x300.png 180w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit4-copy-615x1024.png 615w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit4-copy-768x1279.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/kit4-copy-923x1536.png 923w\" sizes=\"auto, (max-width: 321px) 100vw, 321px\" \/><\/a><\/p>\n<p>This displays all the scans you just collected. When you&#8217;re finished reviewing them, select &#8220;<strong>Submit Job<\/strong>.&#8221;<\/p>\n<hr \/>\n<h3>Within Artisan<\/h3>\n<p>Select &#8220;<strong>Inventory<\/strong>&#8221; from the &#8220;<strong>Main Menu<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h55_15.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17883 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h55_15.png\" alt=\"\" width=\"731\" height=\"497\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h55_15.png 973w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h55_15-300x204.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h55_15-768x522.png 768w\" sizes=\"auto, (max-width: 731px) 100vw, 731px\" \/><\/a><\/p>\n<p>Choose &#8220;<strong>Item Records<\/strong>.&#8221; Or, select the &#8220;<strong>Items<\/strong>&#8221; toolbar shortcut. Select the Item Record serving as a kit.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h31_11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17922 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h31_11.png\" alt=\"\" width=\"817\" height=\"541\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h31_11.png 928w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h31_11-300x198.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h31_11-768x508.png 768w\" sizes=\"auto, (max-width: 817px) 100vw, 817px\" \/><\/a><\/p>\n<p>On the &#8220;<strong>Inventory Details<\/strong>&#8221; tab, make sure\u00a0the &#8220;<strong>Inventory Kit?<\/strong>&#8221; dropdown is set to &#8220;<strong>Yes<\/strong>&#8221; if it isn&#8217;t already. Click on the &#8220;<strong>Scan<\/strong>&#8221; button.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h26_06.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-17921 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h26_06.png\" alt=\"\" width=\"819\" height=\"536\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h26_06.png 933w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h26_06-300x196.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h26_06-768x503.png 768w\" sizes=\"auto, (max-width: 819px) 100vw, 819px\" \/><\/a><\/p>\n<p>Select the &#8220;<strong>Load Scans From Device<\/strong>&#8221; button or &#8220;<strong>Ctrl<\/strong>&#8221; and &#8220;<strong>F10<\/strong>&#8221; on your keyboard. This opens the &#8220;<strong>Scan Jobs<\/strong>&#8221; screen.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h58_27.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-17887 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h58_27.png\" alt=\"\" width=\"812\" height=\"549\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h58_27.png 1074w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h58_27-300x203.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h58_27-1024x693.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-27_14h58_27-768x520.png 768w\" sizes=\"auto, (max-width: 812px) 100vw, 812px\" \/><\/a><\/p>\n<p>Double-click or press enter to select the scans for your Inventory Kit.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_24.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-17932 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_24.png\" alt=\"\" width=\"811\" height=\"535\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_24.png 928w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_24-300x198.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_24-768x506.png 768w\" sizes=\"auto, (max-width: 811px) 100vw, 811px\" \/><\/a><\/p>\n<p>This brings you back to the &#8220;<strong>Scanned Items<\/strong>&#8221; screen. When you&#8217;re ready, press &#8220;<strong>F10<\/strong>&#8221; on your keyboard or the &#8220;<strong>Process<\/strong>&#8221; button.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_44-copy-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-17934 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_44-copy-1.png\" alt=\"\" width=\"808\" height=\"534\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_44-copy-1.png 928w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_44-copy-1-300x198.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_09h42_44-copy-1-768x507.png 768w\" sizes=\"auto, (max-width: 808px) 100vw, 808px\" \/><\/a><\/p>\n<p>Your items will then show on the Inventory Kit.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_10h07_17.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-17935 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_10h07_17.png\" alt=\"\" width=\"814\" height=\"464\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_10h07_17.png 1129w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_10h07_17-300x171.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_10h07_17-1024x584.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-28_10h07_17-768x438.png 768w\" sizes=\"auto, (max-width: 814px) 100vw, 814px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>4.7 introduces PDT (physical data terminal) support. CerTek\u2019s ScannerPal is a portable data terminal that allows you to collect data, like counts, around the store and submit it to Artisan for tasks like sales orders, physical inventory, and more. This article explains how to use ScannerPal for making inventory kits&#8230;.<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[296],"ht-kb-tag":[],"class_list":["post-17835","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-scannerpal"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=17835"}],"version-history":[{"count":24,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17835\/revisions"}],"predecessor-version":[{"id":19880,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/17835\/revisions\/19880"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=17835"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=17835"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=17835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}