User Manual
×
Menu
Search
 
   
   
   
 
My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Quick Builder

The Quick Builder function helps you scan all items in the store in order to get them loaded into My Pricebook as quickly as possible. The Quick Builder is intended to only be used when first setting up My Pricebook. If you already have your items in My Pricebook and want to update prices or other information about your items, please use the Price Check or Pricebook Maintenance functions of My Handheld. Please follow the instructions below to use Quick Builder.
 
1. Make sure My Pricebook is running on your computer and your inventory Departments are set up. Click Here for instructions on setting up Departments.
 
2. Load Departments into the hand held by using the Get Data from PC function on your hand held. Instructions on using Get Data from PC are here.
 
3. You ready to go scan your items! Instructions on scanning items and moving them to your computer are described below. You do not need to scan the entire store at one time. Scan your store in sections and then upload the items to My Pricebook by following the instructions in step 4. You can then go do another section.
 
4. When you are ready, import the scanned items into My Pricebook by following these instructions.
 
5. Repeat steps 3 and 4 until all items are in My Pricebook.
 
Valid for My Handheld Version 3.04
 
 
Quick Builder
1

Tap Scan Items

1. Tap Scan Items
Tap Check Items to start. 
2

Scan your item

2. Scan your item
Scan item you are adding.  You will hear a beep and the UPC field will fill when you receive a successful scan.
3

Enter Price and

  Department

3. Enter Price and Department
Enter a price and choose a Department.  If there are no Departments in the selector please check the following:
1. You have you Departments setup in My Pricebook. Click here for instructions.
2. The Departments have not been loaded from your computer. Click here for instructions to get the Departments from your computer.
It is required that a department is entered.
4

Tap Save

4. Tap Save
Tap Save. The app will send you back to the UPC field and you are ready for your next item. 
Repeat steps 2 thru 4 until you have scanned all the items you want to add.
5

Tap Close

5. Tap Close
After all items you want to add are entered, tap Close.  The app will then go to screen 5 and will be filled with all the items you added.
6

Edit if needed

6. Edit if needed
If you want to edit or remove an item, 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 and you can change the information or tap to delete the item.
7

Connect to computer

7. Connect to computer
When you are done entering items, connect the hand held device to your My Pricebook computer so the items can be uploaded.
8

Tap Send

8. Tap Send
Tap Send to prepare the Quick Builder file for upload.
9

Tap ok

9. Tap ok
Tap ok after the file has been prepared. The app will upload the file to the computer.
10

Tap Close

10. Tap Close
After the upload is complete, tap Close. You are now ready to import the items into My Pricebook. Click here for instructions to import your changes.
You can start back at Step1 to add more items.