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Deliveries

The Delivery function allows you to receive deliveries and create e-invoices from vendors by scanning the items delivered. You can then upload the e-invoices to My Pricebook for automated entry.
 
Before receiving a delivery using the hand held, please update your validation files on the hand held. Instructions on downloading new validation files are here.
 
When your entry is complete, import your deliveries/e-invoices into My Pricebook by following these instructions.
 
Valid for My Handheld Version 3.04
 
 
Deliveries
1

Tap Add Invoice

1. Tap Add Invoice
Tap Add Invoice, the app will open screen
2

Select Vendor

2. Select Vendor
Select Vendor by tapping on drop down arrow .  Find correct Vendor and select Vendor by tapping Vendor name. 
If your Vendor is not in the list you will need to add the Vendor in My Pricebook and re-download the validation files.  For instructions on adding a Vendor click here. For instructions on downloading validation files click here.
3

Fill out Fields

3. Fill out Fields
Enter the invoice number, date and invoice cost. You can tap on the bar next to the date to bring up a calendar to choose a date.
4

Tap Add Items

4. Tap Add Items
Tap Add Items to start. 
5

Scan your item

5. Scan your item
Scan item you are receiving.  You will hear a beep and the UPC field will fill when you receive a successful scan. A description, department, price and other info will also display and the app will be waiting in the Quantity field. If you see a UPC number but no other information that could mean 3 possible things.:
 1. Your Validation file is not up to date or did not load. Click here for instructions to load Validation file.
 2. This is a new item and is not yet in My Pricebook.  You can continue and update this product's information.
 3. Your hand held is not reading the UPC codes properly. Please contact support to help calibrate your hand held device. This is not likely but can be an issue.
6

Enter information

6. Enter information
Enter quantity you are receiving. You can modify or change other information on the screen if the field is white.  In order to modify Description, # of Units or Price, the Manager Override must be on in the Settings.
7

Tap Save

7. Tap Save
Tap Save. The app will send you back to the UPC field and you are ready for your next item. 
Repeat steps 5 thru 7 until you have received all the items that were delivered.
8

Tap Close

8. Tap Close
After all items are entered, tap Close.  The app will then go to screen 7 and will be filled with all the items you entered.
9

Edit Item if needed

9. Edit Item if needed
If you want to edit or remove an item in this delivery, tap on the item you want to change and the line will highlight in blue, then tap Edit item. The app will take you to screen 5 and you can change the information or tap to delete the item from the delivery.
10

Tap Close

10. Tap Close
Tap Close to end out of Item entry.
11

Edit Invoice if needed

11. Edit Invoice if needed
If you want to edit or remove an invoice, tap on the Invoice you want to change and the line will highlight in blue, then tap Edit Invoice. The app will take you to screen and you can change header information, edit items or tap to delete the Invoice from the scanner. Tap Close you have completed your changes and continue to Step12.
12

Connect to computer

12. Connect to computer
When you are done entering all your invoices, connect the hand held device to your My Pricebook computer so the deliveries/invoices can be uploaded.
13

Tap Send

13. Tap Send
Tap Send to prepare the Delivery file for upload.
14

Tap ok

14. Tap ok
Tap ok after the file has been prepared. The app will upload the file to the computer.
15

Tap Close

15. Tap Close
After the upload is complete, tap Close. You are now ready to import the audit into My Pricebook. Click here for instructions to import your deliveries.