Full Branching Support for Managed Mobile Inventory Application

Development Production

May 01, 2020

445

APPLICATION: PTM Vision and Pluss Mobile Managed Inventory Application

RELEASE SUMMARY: The Pluss Mobile Inventory Application used in conjunction with PTM Vision allows users to manage their Pluss Inventory by utilizing Cycle Counts. Users are also offered the capability of adding Inventory parts to open PTM Vision orders. Users are also given Inventory Lookup capabilities, allowing a user to locate a specific inventory item for counting or ordering purposes. The Mobile Inventory application can be used in conjunction with a Barcode scanner, allowing easy input of Lineparts and UPC codes from scan sheets. **Barcode scanner is NOT necessary to use the application; Manual use of the application is allowed**

**The Newest Release of the Managed Mobile Inventory application contains the addition of Branching, allowing users to access Branch data from within the Mobile application. Additionally, an Information Icon has been added to display the Provider account, User account, Branch, and Warehouse the application is currently using***

<<---------------------------------------------*SETUP INSTRUCTIONS*---------------------------------------------->>

***Please Contact Pluss Technical Support for Initial setup of the Mobile Inventory Product***

<<--------------------*HOW TO VERIFY THAT APPLICATION IS FUNCTIONING*----------------------->>

**PTM Vision/Mobile Inventory Setup**

Access PTM Vision
Select Mobile from the Menu bar
Select Mobile Users
1. NOTE: The Mobile Users menu may be password protected, depending on Features setup in Vision
Select F6. Import
1. NOTE: This Import accesses any Mechanics setup in the PTM Vision system; if none are setup, skip to step 6 to continue setup of Mobile users
Select Yes to the dialog message that states “This utility will import ALL mechanics from PTM Vision system setup. Continue?”
1. Verify all Mechanics setup in the system have been populated onto the Mobile Technicians grid
2. Each Mechanic (From herein referred to as ‘Mobile Technician’ or ‘Technician’) imported needs to be edited for individual settings per Mobile Technician
Select F2. New
In the Account/Name field, enter the Technicians Name
1. Note: This can be numeric and/or alphanumeric
In the Password field, enter a password for the Technician
Select the Can order checkbox
1. IMPORTANT: This checkbox allows this Technician to place orders through the mobile application to PTM Vision; if this user is not allowed to create orders, DO NOT select this checkbox
Select the Is Mechanic checkbox
1. Note: This should already be selected IF the user was a Mechanic already setup in the PTM Vision system and was brought in through the Import process.
2. This setting is only to denote if the user is a Mechanic or not and does not change any functionality to the Mobile application
Enter a Tech Id, if needed
1. Note: This should already be set IF the Technician was a Mechanic already setup in the PTM Vision system and was brought in through the Import process
2. The Tech Id is only used to denote the Technicians Mechanic Id setup in PTM Vision and does not change any functionality to the Mobile application
Select the Enabled checkbox
1. IMPORTANT: This activates this Technician to be able to work in the Mobile Inventory Application, which includes the Cycle count, Scanning items to an existing open order, and accessing inventory using the Inventory Lookup feature
Select Ok to save the Technician

**Mobile Inventory Settings**

Access the Pluss Mobile Managed Inventory Application
Select the Tools Menu icon in the upper lefthand corner in order to access the application settings
From the Tools Menu, select Settings
Select Username and enter the username setup in the PTM Vision Application
Select Ok button to save the Username
Select Provider Account
Enter the Provider Account setup in the PTM Vision Application
1. Note: A setting for Branch is available; if a Branch is set, results are pulled fot that specific Branch ONLY!
2. Note: A setting for Warehouse is available; if a Warehouse is set, results are pulled for that specific Warehouse ONLY!
3. IMPORTANT: If both a Branch and Warehouse are set, the results generated in the application are specific to the Branch and Warehouse only; If no Branch/Warehouse is set, the results populated in the application are for the Main Branch only.
Select Ok button to save the Provider Account
Select the Tools menu icon in the upper lefthand corner
Select Sign In
1. Verify the Username field has been prepopulated with the Username setup in the application settings
Select the Password field and enter the Password setup in PTM Vision for the User
Select the Sign In button
1. Verify the following Tabs are shown
  1. Cycle Count
  2. Scan to Order
  3. Inventory Lookup

**Information Icon**

Access the Pluss Mobile Managed Inventory Application
Locate the Information Icon
Select the Icon
1. Verify the Information displayed is correct
  1. Provider Account
  2. User Account
  3. Branch (If Applicable)
  4. Warehouse (If Applicable)

**Cycle Count**

Access the Pluss Mobile Managed Inventory Application
Enter a Username and Password
1. Note: A Username may already be populated in the Username field; this can be removed if a different Technician is using the application. Please refer to the Mobile Inventory Settings portion of the Release notes for more information
Select the Sign in button
Select the Cycle Count tab
1. Note: The application, by default, opens directly to the Cycle Count tab
In the Begin Bin field, manually enter or scan in the beginning Bin number, UPC Code, or Linepart#
1. Bin numbers need to be setup on an Inventory item in the PTM Vision application in order for the item to be displayed in the list
2. A UPC Code can also be used; additional setup in the PTM Vision application is required
3. An existing Linepart# can also be entered; Linepart MUST exist in PTM Vision applications Inventory
In the End Bin field, manually enter or scan in the ending Bin number, UPC Code, or Linepart#
1. An ending Bin number, UPC Code, or Linepart# is not required; if no ending Bin number, UPC Code, or Linepart# is entered, the list only populates items within the Bin, UPC Code, or Linepart# entered in the beginning field
2. At least a beginning or ending Bin number, UPC Code, or Linepart# MUST be entered in order to populate a list
In the Transaction Tag field, enter a tag name for this Cycle count
1. This Transaction tag is used in the ITRANS report on an Inventory item in the PTM Vision application
2. A default Transaction tag is populated in the field as “MobileCycleCount”; this can be left unedited
Select the Accept button to populate the list
1. Verify a list of Inventory items is populated with the correct parts
2. Verify a count of Reconciled items is shown and initially starts at 0 of XXX items reconciled
3. Verify if more than 12 items exist in the list, a set of paging buttons is shown
4. Verify a Scan button is shown
  1. The Scan button allows a Technician to narrow the list to a specific item using a barcode scanner
  2. Verify if an item is scanned from a scan sheet, the Count Item Detail is shown
Select an item from the list manually by clicking on the item
1. Verify the Count Item Detail is shown for the item selected from the list
  1. The Count Item Detail view should display the following
    1. Bin Location 1/2/3 (If applicable)
    2. Item Number
    3. Barcode (If applicable)
    4. Popularity Code
    5. Inventory Item Description
    6. Measure/UoM
    7. Min/Max
    8. Std Pkg/Case
    9. In Stock Quantity
    10. Open Quantity
    11. Available Quantity
    12. Items currently on an open Purchase Order
    13. Items suggested to order based on Min/Max and current Available Qty
2. Verify an Enter Cycle Count Quantity field is shown
3. Verify an Update button is visible, but cannot be selected until a value has been entered into the Cycle Count Quantity field
4. Verify a Skip button is shown
  1. The Skip button allows a Technician to skip counting the item and move on to the next available item in the Cycle count list
Enter the Inventory count value in the Enter Cycle Count Quantity field
1. Verify once a value is entered, the Update button becomes selectable
Select the Update button
1. Verify if the Popularity code is set to F - Force order, the Purchase Order Request is shown
2. Verify if the Popularity code is set to A, B, C, D, or E and the Available qty is currently below the minimum quantity, the Purchase Order Request is shown
3. Verify if the popularity code is set to N, a dialog message is shown and states
If Purchase Order Request is shown, continue to the next step; Otherwise, skip to Step #13
1. Verify the Purchase Order Request shows the following information:
  1. Bin Location 1/2/3 (If applicable)
  2. Item Number
  3. Barcode (If applicable)
  4. Popularity Code
  5. Inventory Item Description
  6. Measure/UoM
  7. Min/Max
  8. Std Pkg/Case
  9. In Stock Quantity
  10. Open Quantity
  11. Available Quantity
  12. Items currently on an open Purchase Order
  13. Items suggested to order based on Min/Max and current Available Qty
2. Verify a Quantity to Order field is shown
  1. The defaulted value is the quantity needed to reach the Max value set for the Inventory item; this value can be edit
3. Verify a Popularity code is shown
  1. The defaulted value is the current Popularity code set for the Inventory item; this value can be edited
4. Verify an Order button is shown
  1. The Order button, when selected, creates a Purchase order request that is sent to PTM Vision for consumption
    1. Once the Order button is selected, the Technician is returned to the Cycle Count Inventory Items list; a Green checkmark is shown next to the item to denote that it has been counted and the Cycle count can be continued for each additional item in the list
5. Verify a Cancel button is shown
  1. If the Cancel button is selected, the Technician is returned to the Cycle Count Inventory Items list and no Purchase Order Request is sent to PTM Vision; a Green checkmark is shown next to the item to denote that it has been counted and the Cycle count can be continued for each additional item in the list
  2. A dialog message is shown that states “Purchase Order Request Cancelled: Return to Cycle Count/Lookup Item Detail
Complete each Inventory item in the list, either updating the count or skipping the item count
1. Verify once the list has been completed, a dialog message is shown that states “Cycle count is complete: All items in the cycle count range have been reconciled”
  1. EXIT: to select new range
    1. If selected, Technician is returned to the Cycle Count
  2. REVIEW: to review cycle count list
    1. If selected, Technician is returned to the Cycle Count list for review
2. Verify if the all items in the list are NOT completed and the Exit button is selected, a dialog message is shown that states “Exit Cycle Count”
  1. EXIT: to select new range
    1. If selected, Technician is returned to the Cycle Count
  2. CANCEL: to return to Cycle Count list
    1. If selected, Technician is returned to the Cycle Count list
Access PTM Vision
Select I. Inventory
Search for a Linepart that was included in the Cycle count
1. Verify the Qty field has been updated with the current inventory count
Select the Qty button
1. Verify the ITRANS report is correct
  1. Quantity change
  2. Transaction Tag
  3. Date

**Scan to Order**

Access the Pluss Mobile Managed Inventory Application
Enter a Username and Password
1. Note: A Username may already be populated in the Username field; this can be removed if a different Technician is using the application. Please refer to the Mobile Inventory Settings portion of the Release notes for more information
Select the Sign in button
Select the Scan to Order tab
1. Verify a Select Order Type dropdown is shown
  1. If the dropdown is selected, the Technician can select from the following Order Types:
    1. Work Order
    2. Sales Order
    3. Vehicle Sales
    4. Estimates
    5. Inhouse
2. Verify an Enter or Scan Open Order Number field is shown
  1. This field is NOT required; if no order number is entered, ALL OPEN orders for the selected Order Type are shown
3. Verify a Search button is shown
Once an Order type is selected and an Order number entered (if applicable), select the Search button
1. Verify the correct Order is shown IF an Order number was entered
  1. Skip to Step 6a if an Order number was entered
2. Verify a list of Open orders is shown, if an Order number was NOT entered
  1. Verify an accurate count of OPEN orders is shown
  2. Verify if more than 12 OPEN orders exist, paging buttons are shown
3. Verify an Exit button is shown
  1. If selected, the Technician is taken back to the Scan to Order tab
Select an Open order from the list
1. Verify the Selected Order Detail screen is shown and the following details are available:
  1. Order #
  2. Unit# (If present on selected order)
  3. Customer Name
2. Verify an Enter or Scan Job Number field is shown
  1. Job number is NOT required; if a Job# is entered, the Items placed on the order are placed under the specified Job#
    1. NOTE: If Job# is not already present on the open order, the item(s) are placed on the order without a Job#
3. Verify an Enter or Scan inventory Item field is shown
4. Verify an Add button is present, but cannot be selected until a Linepart or UPC have been entered
  1. Once a Linepart or UPC has been entered, verify the Add button becomes selectable
5. Verify a Close button is shown
  1. If selected, the Technician is returned to the Open Order List
Enter or Scan a Job#, if applicable to the order
1. Verify if a Job# is entered that is not a real Job number, the field is cleared
Enter or Scan in a Linepart or UPC
Select the Add button
1. Verify if the Linepart or UPC entered is not found, a dialog message is shown that states “Inventory item not found: Please enter a valid Linepart number or barcode”
2. Verify if the Linepart or UPC entered is valid, the Scan to Order Item Detail screen is shown and the following details are present:
  1. Bin Location 1/2/3 (If applicable)
  2. Item Number
  3. Barcode (If applicable)
  4. Popularity Code
  5. Inventory Item Description
  6. Measure/UoM
  7. Min/Max
  8. Std Pkg/Case
  9. In Stock Quantity
  10. Open Quantity
  11. Available Quantity
  12. Items currently on an open Purchase Order
  13. Items suggested to order based on Min/Max and current Available Qty
3. Verify an Enter Quantity to Add to Order field is shown
4. Verify an Add button is visible, but cannot be selected
5. Verify a Cancel button is shown
  1. If selected, the Technician is returned to the Selected Order Detail screen
Enter a Quantity to add to the Open Order in the Enter Quantity to Add to Order field
Select the Add button
1. Verify if the quantity ordered does NOT drop the Inventory items Available quantity below it’s set Minimum, a dialog message is shown that states “Order Update Successful. Return to Open Order: Quantity of XX of item XXXXXXX added to open order XXXX” and a Purchase order is NOT sent to PTM Vision
2. Verify if the quantity ordered does drop the Inventory items Available quantity below it’s set Minimum, a dialog message is shown that states “Order Update Successful. Return to Open Order: Quantity of XX of item XXXXXXX added to open order XXXX” and a Purchase order is sent to PTM Vision
Select the Continue button to Return to the Select Order Detail screen
Access PTM Vision
Click the Mobile Invoices button on the Communications toolbar
1. NOTE: If Mobile Invoices are present and need to be processed the Mobile Invoice button lights up green
Select the F6. Process (Or, F8. Process All, if more than one invoice needs to processed into the PTM Vision system)
Select Ok to Exit the Electronic Invoices popup
Select O. Open Orders
Locate the order(s) processed into the system from the Mobile Inventory application
1. Verify the Linepart(s) has been added to the order correctly (i.e. Under/Not Under a Job#, Quantity, Backordered Quantity)

**Inventory Lookup**

Access the Pluss Mobile Managed Inventory Application
Enter a Username and Password
1. Note: A Username may already be populated in the Username field; this can be removed if a different Technician is using the application. Please refer to the Mobile Inventory Settings portion of the Release notes for more information
Select the Sign in button
Select the Inventory Lookup tab
1. Verify the Enter or Scan Inventory Item field is shown
2. Verify a Search button is visible but cannot be selected until at least four characters have been entered into the Search field
Enter or Scan a Linepart, Linecode, or UPC into the Enter or Scan Inventory Item field
1. NOTE: A partial search of 4+ characters can be used to locate a Linepart; Search needs at the least a Line Code or the first 4+ numbers of a Barcode in order to return search results
Select the Search button
1. Verify if a whole Linepart or UPC was entered, the Inventory Item Detail screen is shown
  1. Continue to Step 8 if whole Linepart or UPC was entered
2. Verify if a Line Code, partial Linepart/UPC was entered, a Linepart Search list is popped open
  1. Verify the correct items have been returned in the list
  2. Verify the correct count of items is shown
  3. Verify the ability to scroll through the list is available
Select a Linepart from the Linepart Search List popup
1. Verify the Inventory Item Detail screen is shown
2. Verify a Count Button is shown
  1. NOTE: The Count button refers to the Cycle count portion of the application
    1. Please refer to Step 5 of the **Cycle Count** portion of the Pluss Mobile Inventory Release Notes for more information
3. Verify an Order Button is shown
  1. NOTE: The Order button refers to the Scan to Order portion of the application
    1. Please refer to Step 12a of the **Cycle Count** portion of the Pluss Mobile Inventory Release Notes for more information
4. Verify an Exit button is shown
  1. The Exit button returns the Technician to the Inventory Lookup tab with focus in the Enter or Scan Inventory Item field

<<----------------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------------->>

PTM Vision
- Barcoding Module: Please Contact Pluss Technical Support for help installing/managing this module
- Feature 5,75: Enable Android Mobile Inventory Application
  - Turning this on will enable PTM Vision to work with our Mobile Inventory application for Android Devices
- Feature 5,53: Mobile User Setup Password
  - This password is used to limit access to the Mobile Technician Setup area
Pluss Mobile Inventory Application (Available on the Google Play Store)
- https://play.google.com/store/apps/details?id=com.pluss.MobileInventory&hl=en
Mobile Device with Android Version 7 or higher; IPhone Versions currently not supported

<<------------------------------------------*SPECIFIC DOCUMENTATION*----------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome