Performing the Download and Order Check-in process
Table of Contents
Sync Mode Prep
Launch in to the Parts Wizard App on the Scanner
XT30 & XT40 (Android):
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Click the Done Scanning button
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If you don't see the Done Scanning button and instead see Waiting on command then do the following:
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Tap Start Scanning
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Tap Done Scanning after the scanner finishes loading in
XG200 (Android):
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Lift the scanner out of the cradle and allow it to finish loading into Parts Wizard
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Put the scanner back in the cradle and wait for it to display Waiting on Command
Downloading and Synchronizing Your Orders
Pre-Considerations:
If you are a Reynolds and Reynolds user please be sure to generate your reports first through ERAIgnite:
1. Open ERA Ignite and go into
Retail Management Intelligence → Dynamic Reporting.
2. Hit F11 to Run report with Options
3. Hit F12 to execute the report
4. Go to the Main Steps
Main Steps:
1.Click The download button in the top left side of Parts Wizard
2. Select the option Download from DMS. This will bring up the Download Wizard. Select Inventory and click Ok.
(CDK Users will just hit Ok on this box because we download your full inventory every time.)
The Download Wizard will show as Download Status, and your parts will begin downloading.
3. Once the download has finished, PartsWizard will automatically attempt to synchronize your download files onto the scanner.
4. Once the Download Status box disappears, that means that the download and synchronization are finished. Check the top right-hand corner and make sure that your sync status icon and download status icon are showing up green.
Starting the Scanners
PPT (Windows):
Remove the scanner from the cradle and do the following:
Do a 3-button push by holding down either yellow button on the side, the green enter key, and the blue function key at the same time. Continue holding down these buttons until you see a screen flash and display PPT8800, then release the keys. This will restart the scanner and launch you into PartsWizard after a few seconds.
Janam XG300 (Windows):
Hold down the red power button, located on the left side of the scanner at the very top, until you get the menu options for Hard Reset, Soft Reset, and Power Off. Select Soft Reset. The scanner will now reboot and launch into PartsWizard on startup.
MC55 (Windows):
Hold down the red power button, located on the bottom left of the keypad, until the screen turns off. The scanner will now reload into PartsWizard.
Janam XG200 (Android):
Remove the scanner from the cradle, this should force the scanner to launch into PartsWizard. However, if it does not, navigate to the homepage and select the ScanWizard Icon.
XT30 & XT40 (Android):
Remove the scanner from the cradle and click on the "Start Scanning" button. The scanner will automatically launch into Partswizard.
If the scanner isn't on the page, you can launch into the app manually by clicking on the 'ScanWizard' app icon.
Scanning in Orders
1. Please note that CDK users with a simple login will have to open CDK Drive, with the DMS connectivity screen being the one and only tab open, prior to scanning parts. This is how we are able to post parts to your DMS from now on.
2. Go to the Main Steps
Pre-Considerations:
If you are a Reynolds and Reynolds user please be sure to generate your reports first through ERAIgnite:
Main Steps:
1. Click Scan Order, verify that the scanner shows ‘Connected’ in green towards the center of the screen
2. Scan your order with the laser. Keep in mind the following:
- Make sure you hit enter on the final part you scan in.
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If you run into a part that does not have a readable barcode, you can manually input the number with the scanner. Only use numbers for this part; for example, if your part had the letter ‘A’, then you would simply type in the number 2. The scanner will understand and select the proper part once enough numbers have been entered.
Reviewing Your Order Reports
Parts Wizard updates your DMS order with your scanned parts automatically, but you will want to review your reports to make sure there are no surprises.
1. On PartsWizard on your computer, click on the word Reports on the left-hand side, then click on the word Orders. You will immediately be redirected to your Not Posted report.
Your not-posted report will show all the parts that have either not been scanned or they encountered errors when posting.
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Parts Wizard posts only the quantities scanned up to the actual on-hand count, preventing over-posting. For instance, if you scan more than the on-hand count (e.g., 6 for an on-hand count of 5), you must adjust the count manually to a maximum of 5 before posting.
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Conversely, if you scan less (e.g., 3 for an on-hand count of 5), it will post the scanned amount (3) and leave the difference (2) as outstanding on the order and in the not-posted report.
Be sure to thoroughly check this tab to make sure everything looks okay.
2. You'll be able to navigate to a few different subcategories as well; Posted, All, All Activity, and Added Parts.
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Posted: Shows the parts that have been posted into your DMS.
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All: Shows all part numbers that are currently ordered, whether they've been posted, scanned, or not posted.
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All Activity: Shows every part number that the scanner has scanned.
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Added Parts: Shows new part numbers that were previously not found in the DMS.
3. Inside of your Not-Posted tab, you will be able to see the parts that have not been received by the DMS. They will show up in two colors: black, red
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Black Parts represent parts that the scanner has not scanned in yet.
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Red Parts represent parts that had certain errors when we tried to post them to the DMS.
4. When you discover a red part inside the Not Posted report, right click that part number, and it will give you additional options to try and receive that part:
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Backorder remaining will receive the amount of scanned parts, while putting the rest on backorder inside of your DMS
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Receive remaining will receive the entire on order amount
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Retry Errors will attempt to receive your part into the DMS after fixing any errors that stopped it from before.
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Clear Scan Quantity will clear the scan quantity from inside the reports, making them show a scan count of zero.
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Change Scan Quantity will give you the option to update the scan count to on-hand quantity or allow you to manually type in a quantity for that specific part number.
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Update Shipper will allow you to manually assign a shipper number to the part number.
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Copy will give you the option to copy the part number or order number, so you can paste it into your DMS for easy part number lookups.
5. The Posted Tab will show all the parts that were posted to the DMS as being received.
