Learn RF in a Day - Epicor1).pdf · Learn the RF Applications in a Day EL1043 RF in a Day.doc (EL1043) 6 last rev. 9/8/97 6. Specify the number of labels you want to print. If you

Learn the RF Applications in a Day

EL1043 RF in a Day.doc (EL1043) 1 last rev. 9/8/97

Term: A desktop terminal is a VDT, FDT or a PC running PCAccess.

Purpose of this Workbook This is a tutorial workbook that will show you how to use the Radio Frequency (RF) Terminal. It is designed to interact with data in the Triad Training Universe, otherwise known as the Training Mode. In this workbook you will find a series of exercises that walk you through the various functions and features available on the RF Terminal. The RF Terminal is, in many ways, just like a regular terminal. Everything that you do on the RF Terminal immediately updates the data stored in the Triad Eagle system. In other ways, however, the RF Terminal is very different from a regular terminal. 1. The obvious difference is that the RF Terminal does not need a cable attached to it in order to

communicate with the Eagle system. The signals sent by the RF Terminal are received by one or more antennae in your store. From there the signal travels via special cable to the Eagle system.

2. Another difference between an RF Terminal and a regular desktop terminal is the applications that can run on the RF Terminal. Currently, the applications that are available for the RF Terminal include: • UPC Maintenance—This application allows you to link bar codes to their corresponding

SKU numbers. • Shelf Manager—This application actually contains several mini-applications defined by

the different modes within Shelf Manager. • Receiving—This application allows receiving by scanning bar codes.

All of these applications are explored in the exercises contained in this workbook.

Who should use this workbook The people who will receive the biggest benefit from this workbook include: • store managers • inventory control specialists • purchasing managers • receiving managers • new employees that need to know about the RF applications • anyone in your store that is in charge of training new employees

Using the Training Mode All of the exercises in this workbook are built to interact with data that is pre-loaded into every Triad Eagle system. This data exists in the Training Universe or Training Mode. Please make sure that you understand how to use the Training Mode. If you are in doubt or cannot access the Training Mode, talk with your manager.

To Enter the Training Mode perform the following steps at a desktop terminal: If the function menu is displayed on the screen, type QUIT and press <Enter>. At the LOGIN prompt, type TRAIN and press <Enter>. Enter your name and password at the SIGNON screen. If you have trouble on this screen, contact your manager. Carefully read what is displayed on the screen. If this is the first time anyone from your store has ever used the Training Mode, you may see a message about needing to install the Training files.



Tip: If you wish to reinitialize the training database to repeat the FR Terminal exercises, you must do so from a desktop terminal.

If you wish to continue, type YES and press <Enter>. If, however, the message asks if you wish to re-initialize the training files, think carefully. If you are beginning your training with the RF Terminal, it is probably right to initialize the files. This resets the data “back to the beginning.” Once again, be sure to check with your manager if you have any doubts.

Note: Do not be confused with Logging into the Training Mode by typing TRAIN at the login prompt with “putting a terminal in POS training” through function MTR. MTR only places one terminal in POS training while still using your store’s data. Logging in as TRAIN accesses the Training Mode database.

Using the Training Mode with the RF Terminal You enter the Training Mode on the RF Terminal just as you do on a desktop terminal, by typing TRAIN at the Login prompt. There are two differences, however: 1. You will not see the message about initializing the training data files. If you wish to reset the

training data, you must login as TRAIN on a desktop terminal and answer YES to the question about initializing the files.

2. You cannot tell, on the RF Terminal, whether or not you are in the Training Mode. You should exit the RF Applications after each session and login as TRAIN when you are ready to move on to the next training exercise.

Basic RF Operations

Power on the RF Terminal If the RF Terminal screen is blank, press <PWR>.

Connect to the Eagle system Press <Enter> to connect to your Eagle system via RF.

Enter the Training Mode on the RF Terminal At the LOGIN prompt, type TRAIN and press <Enter>.

Sign on the RF Terminal Enter your name (or signon code) and password on the Signon screen and press <Enter>.

Exit the Training Mode RF Menu At the RF Menu, highlight EXIT and press <Enter>.You will exit the Training mode and be disconnected from the Eagle.

Press <PWR> to turn off the RF Terminal screen.



Exercise #1: Linking UPCs In this exercise you will link several UPC codes to SKU items in the Training Mode.

Power on the RF Terminal, connect to the Eagle, Login to the Training Mode and Signon the terminal. If you need assistance with this process, please refer to Basic RF Operations.

Enter the UPC Maintenance Mode Press the down arrow twice to highlight UPC MAINTENANCE.

Perform the following steps: 1. Scan this bar code.

SKU 50140

Notice that the screen shows that the UPC is not on file. You are asked if you want to add the UPC. The default answer is Y. Press <Enter>. Type in the SKU for that bar code and press <Enter>. The screen should clear and allow you to scan the next bar code.

2. Repeat this process for each of the following bar codes. Be sure to watch the screen. One of these bar codes is already on file!

SKU 50503

SKU 50998

SKU 10090

SKU 70307

Exit the UPC Maintenance Application Press <FNC><6> (End) on the RF Terminal to return to the RF Menu.



Verify the UPC Capture Perform the following steps on a desktop terminal that is logged into the Training Mode:

1. Enter into function LOD. 2. Type one of the SKU numbers from exercise #1 and press <Display>. 3. Press <No Sale>. Notice the UPC now displays for that item. The capture is final. No report

is necessary.

What you should have learned from exercise #1 The UPC Maintenance application on the RF Terminal allows you to link a bar code with an item number. If the bar code is already linked with an item number, the terminal will display a message informing you of this.

Warning: Remember NOT to initialize the training files as you enter the Training Mode on the desktop terminal or you will erase the linkages that you just made.



Exercise #2: Checking and Changing Prices with Price Check Mode In this section you will: • Enter the Price Check Mode of the Shelf Manager application • Set the constants for the Price Check Mode • Identify items by scanning their bar code • Link a bar code to an item number in the Price Check Mode • Change retail prices and print new bin labels if appropriate • Edit the price changes with the price change report • Move the new prices to the inventory file


Enter the RF Shelf Manager Highlight SHELF MANAGER on the RF Terminal and press <Enter>.

Enter the PRICE CHECK MODE

1. At FILE MAINT MODE, type N and press <Enter>. 2. At PRICE CHECK MODE, type Y and press <Enter>.

Set the Shelf Manager Constants for Price Check Mode To set the Shelf Manager Constants for the Price Check Mode perform these steps: 1. At ADD UPC CODE, type Y or P and press <Enter>.

This allows you to link unassigned UPC codes to items as you perform the price checks. Type Y if you always want to link the UPC. Type P if you want the terminal to prompt you whether or not to link the UPC.

2. At PRINT LABELS, type Y, P, or A, if you have a printer attached to the RF Terminal. Type N if you do not have a printer attached.

Refer to the table on page 23 of the RF User’s Guide to see how each of these options affects the printing of a bin label.

3. If you typed Y, P, or A in the first position of Print Labels, the cursor will move to the second position. Type S if you have small labels in the printer. Type L if you have large labels in the printer.

4. If you typed Y, P, or A in the first position of Print Labels, the cursor will move to the third position. Type Y if you want the bin label to show the retail price. Type N if you do not want the retail price printed on the bin label.

5. Specify the Printer Type.

If you typed Y, P, or A in the first position of Print Labels, the cursor will move to Printer Type. Enter M if you have printer model MP5033. Enter P if you have printer PS-100l.



6. Specify the number of labels you want to print.

If you typed Y, P, or A in the first position of Print Labels, the cursor will move to Number of Labels. Type any value between 1 and 9 to specify the number of labels to print.

7. Specify the store.

If you are multi-store, enter the store number from MSR in which you are working. If you are a single store the cursor will not stop at this field.

Make Price Changes Using the RF Terminal Scan this UPC code:

SKU: H 14065 E3-20LB Hammer Masons Current retail $31.99 Type in a new retail price: $32.88

After typing in the price, press <CLR> (Clear Field) to remove the extra characters. Press <Enter>.

Continue scanning and making price changes to the items below as noted.

SKU: 139881 Green Metal Lawn Rake Current Retail: $9.39 New Retail: $9.99

SKU: E56 Pick Handle #464 Current retail: $9.39 New Retail: $ 9.99

SKU: 123462 Night Light

Notice that this UPC has not been linked to the SKU. Type in the SKU and press <Enter> prior to making the price change.

Current retail: $2.49 New Retail: $1.99



SKU: 10090 Glue & Seal Clear 2.8 Oz. Current retail: $3.19 New Retail: $3.29

Exit the Shelf Manager Application Press <FNC><6> to exit the price check mode.

Review the price changes Perform the following steps on a desktop terminal that is logged into the Training Mode: 1. Run report RPC. 2. Use any option other than Option F.

Make adjustments as necessary If you need to change the price changes, use function IPC, screen M.

Finalize price changes To finalize the price changes, perform the following steps on a desktop terminal that is logged into the Training Mode: 1. Run report RPC. 2. Use Option F.

What you should have learned in exercise #2 After completing this exercise you should be able to: • Enter and exit the RF Shelf Manager application and set the constants for the Price Check

Mode • Process price changes from the RF Terminal through the Price Change file • Edit the price changes • Finalize the price changes into the inventory file-

Remember: This step is on a VDT, FDT or PC running PCAccess. This terminal should be logged into the Training mode by typing TRAIN at the Login prompt.



Exercise #3: Changing Location Codes with Location Mode In this section you will: • Enter the Location Mode of the Shelf Manager application • Set the constants for the Location Mode • Identify items by scanning their bar code • Identify items by typing the SKU number • Change location and print new bin labels if appropriate • Edit the new locations with the flexible inventory loading report • Move the new locations to the inventory file

Power on the RF Terminal, connect to the Eagle, Login to the Training Mode and Signon the terminal If you need assistance with this process, please refer to Basic RF Operations.


Enter the Location Mode To enter the location mode perform the following steps: 1. At FILE MAINT MODE, type N and press <Enter>. 2. At PRICE CHECK MODE, type N and press <Enter>. 3. At PIP MODE, type N and press <Enter>. 4. At LOCATION MODE, type Y and press <Enter>.

Set the Shelf Manager Constants for Location Mode To set the Shelf manager Constants for the Location Mode, perform the following steps: 1. At ADD UPC CODE, type Y or P and press <Enter>.

This allows you to link unassigned UPC codes to items as you perform the location code maintenance. Type Y if you always want to link the UPC. Type P if you want the terminal to prompt you whether or not to link the UPC.


Refer to the table on page 23 of the RF User ‘s Guide to see how each of these options affects the printing of a bin label.

3. If you typed Y, P, or A in the first position of PRINT LABELS, the cursor will move to the second position. Type S if you have small labels in the printer. Type L if you have large labels in the printer.

4. If you typed Y, P, or A in the first position of PRINT LABELS, the cursor will move to the third position. Type Y if you want the bin label to show the retail price. Type N if you do not want the retail price printed on the bin label.




If you typed Y, P, or A, in the first position of PRINT LABELS, the cursor will move to PRINTER TYPE. Enter M if you have printer model MP5033. Enter P if you have printer PS-1001.


If you typed Y, P, or A in the first position of PRINT LABELS, the cursor will move to NUMBER OF LABELS. Type any value between 1 and 9 to specify the number of labels to print.



Update location codes using the Location Mode of Shelf Manager Scan this UPC code:

SKU: Hl4016 00-711 Rip Hammer New Location Code: A17

After typing in the new location code, press <Enter>.

Scan these codes and make the location code changes:

SKU: 13336 Elmer’s Wood Glue New Location Code: D04



SKU: 10090 Glue & Seal

Notice that this item already has a location code, which is displayed on the screen. Keep this location code. Press <Enter>.

SKU: 30102 AA Battery 4 PK New location code: C10

If a bar code is unreadable or if an item does not have a bar code, the item can still be accessed using the RF Shelf Manager application. To illustrate this, type in the following SKU on the RF Shelf Manager screen and press <Enter>.

SKU 30103 Alkaline C Battery 2 Pk New location code: C10

Scan this final code and change the location.

SKU: 50503 For Sale Sign 8 X 12 New location code: C15

Exit the Shelf Manager Application Press <FNC><6> to exit the Location Mode.

Review the location codes you entered Perform the following steps on a desktop terminal (VDT, FDT, or PC) that is logged into the training mode (TRAIN at the Login). 1. Run report RFL. Use any option other than Option F. Use Flex Name RFSHELF.

Make adjustments as necessary If you need to make changes to the location codes that you entered use function FIL on a desktop terminal, or re-enter the items using the RF Shelf Manager application.



Finalize the location code changes Perform the following steps on a desktop terminal (VDT, FDT, or PC). 1. Run report RFL. Use Option F. Use Flex Name RFSHELF.

What you should have learned in exercise # 3 After completing exercise # 3 you should be able to: • Enter and exit the RF Shelf Manager application and set the constants for the Location

Mode • Identify an item by scanning its bar code or typing in its SKU number • Process location changes from the RF Terminal through the Flexible Inventory Load file • Edit the location changes • Finalize the location changes into the inventory file.



Exercise # 4: Taking a Physical Inventory with PIP Mode In this exercise you will: • Enter the PIP Mode of the Shelf Manager application • Set the constants for the PIP Mode • Identify items by scanning their bar code • Identify items by typing the SKU number • Post counts of items stored in multiple locations • Change location and print new bin labels if appropriate • Edit the counts and new locations with the Physical Inventory Report • Reconcile the counts and locations to the inventory file



Enter PIP Mode To enter the location mode perform the following steps: At FILE MAINT MODE, type N and press <Enter>. At PRICE CHECK MODE, type N and press <Enter>. At PIP MODE, type Y and press <Enter>.

Set the Shelf Manager Constants for PIP Mode To set the Shelf manager Constants for the PIP Mode, perform the following steps: 1. At ADD QOH TO PIP type Y.

This will process the Quantity on Hand (QOH) changes through the physical inventory applications. In order to process QOH changes through the physical inventory applications, you need to have Purchased Advanced Inventory. If you have Classic Inventory or for any other reason wish to process QOH changes through function FIL, answer this question N.

2. At ADD UPC CODE, type Y or P and press <Enter>.

This allows you to link unassigned UPC codes to items as you perform the quantity and location updates. Type Y if you always want to link the UPC. Type P if you want the terminal to prompt you whether or not to link the UPC.













Recording Counts Perform the following steps: 1. Scan this bar code:

SKU: 70307 Hose Coupling 5/8"

The cursor stops at the quantity (Q) field. 2. Type in a new quantity: 6. 3. Press <Enter>.

The cursor moves to the location (LOC) field. You can update the location code during a physical inventory.

4. Type a location code: D12. Press <Enter>.

5. Continue scanning the following bar codes and changing the quantity and/or location as noted:

SKU: 30102 Energizer AA Battery 4 Pk New Count 5 New location C15



SKU: 123459 ½-45DG PVC ELL This UPC is not on file. Link it to the SKU. New Count 17 New location D11

SKU:H14065 E3-20LBHammerMason New Count 3 New location B 15

Many times you display merchandise in more than one location. The RF Shelf Manager allows you to post counts in up to three location codes. The four pack of AA batteries shown below illustrate this.

SKU 30102 Energizer AA Battery 4 PK

Notice the 6 that appears in reverse video. This represents the total posted to the count file already.

Enter this additional count and location code: Count: 35 Location: A22

Continue scanning and entering the new counts and locations for the rest of these items:

SKU 123458 12" Adjustable Wrench Count 4 Location B 15

SKU 139881 Green Metal Lawn Rake Count: 26 Location A 17

SKU: E56 Pick Handle #464 Count 10 Location A 17

Exit the Shelf Manager Application Press <FNC><6> to exit the PIP Mode.



Review the changes to quantity on hand and location Perform the following steps on a desktop terminal (VDT, FDT, or PC) that is logged into the training mode (TRAIN at the Login). 1. Run report RPI. 2. Use any Reconcile Option other than option F.

Make adjustments as necessary If you need to make changes to the quantities that you entered use function PIP on a desktop terminal, or re-enter the items using the RF Shelf Manager application.

Finalize the quantity and location changes Perform the following steps on a desktop terminal (VDT, FDT, or PC). 1. Run report RPI. 2. Use Reconcile Option F.

What you should have learned in exercise # 4 After completing exercise # 4 you should be able to: • enter and set the constants for the PIP Mode of Shelf Manager • post quantity and location codes for up to three locations for an item • review the new quantities and locations with report RPI • post quantities and counts to the inventory file



Exercise #5: Creating a Purchase Order with Purchasing Mode In this section you will: • Update the New Order Quantity of selected items using the Purchase Mode of the RF Shelf

Manager • Create a purchase order by running the Suggested Order Report (RSO) with Option F



Enter the Purchase Mode

1. To enter the location mode perform the following steps: 2. At FILE MAINT MODE, type N and press <Enter>. 3. At PRICE CHECK MODE, type N and press <Enter>. 4. At PIP MODE, type N and press <Enter>. 5. At LOCATION MODE, type N and press <Enter>. 6. At PURCHASE MODE, type Y and press <Enter>.

Set the Shelf Manager Constants for the Purchase Mode To set the Shelf manager Constants for the Purchase Mode, perform the following steps: 1. At ADD UPC CODE, type Y or P and press <Enter>.

This allows you to link unassigned UPC codes to items as you build the purchase order. Type Y if you always want to link the UPC. Type P if you want the terminal to prompt you whether or not to link the UPC.













Scanning the Items You Want to Order To update the New Order Quantity, perform the following steps: 1. Scan this bar code:

SKU 70307 Hose Coupling 5/8" New Order Quantity (NOQ): 24

Type the 24 that you want to order and press <Enter>. 2. Continue by scanning these items and entering the quantity to order:

SKU 30102 Energizer AA Battery 4 PK NOQ: 48

SKU: H14065 E3-20lb Hammer Masons NOQ: 1

SKU: 139881 Green Metal Lawn Rake NOQ:6

SKU: E56 Pick Handle #464 NOQ: 1



SKU: 50140 Combination Lock NOQ:3

SKU: H14016 00-711 Rip Hammer NOQ:3

SKU: 13336 Elmer’s Wood Glue 4 Oz. NOQ:2

SKU: 30103 Alkaline C Battery 2 Pk. NOQ:5


Review the items that you wish to order Perform the following, steps on a desktop terminal (VDT, FDT, or PC) that is logged into the training mode (TRAIN at the Login). 1. Run report RFL. 2. Use any option other than option F. 3. Use flex name RFSHELF.

Make adjustments as necessary If you need to make changes to the quantities that you entered use function FIL on a desktop terminal, or re-enter the items using the RF Shelf Manager application.

Finalize the New Order Quantity Perform the following steps on a desktop terminal (VDT, FDT, or PC). 1. Run report RFL. 2. Use Option F.



Create the Purchase Order using the Suggested Order Report The Suggested Order Report moves the New Order Quantity to a purchase order. To accomplish this, perform these steps: 1. From any menu, type RSO and press <Enter>. 2. Enter the spool channel and printer number as you normally do. 3. Use Printing Sequence 2 -Primary Vendor. 4. Use Selection Option S to select only those items that have a New Order Quantity greater

than zero. 5. Use Other Option F to create a purchase order. 6. Run with the following “From -To” parameters:

From To Department 1 2 Primary Vendor WHSE WHSE

7. Press <Run>. 8. The MPO Header screen will display. Press <Tab> three time to Buyers Initials. Type in

your initials and press <Run>. 9. Make note of the purchase order number. You will use it in exercise # 7- Receiving.

What you should have learned in exercise # 5 After completing this exercise you should be able to: • enter and set the constants for the Purchase Mode of the Shelf Manager application • identify the items that you wish to purchase by scanning the bar code • enter the quantity that you wish to purchase • edit and finalize the new order quantity field of the items that you wish to purchase • create the purchase order by running the Suggested Order Report (RSO)



Exercise #6: A Little Bit of Everything Using the File Maintenance Mode In exercises 2 through 5, you used the RF Shelf manager in the PRICE CHECK MODE, PIP MODE, LOCATION MODE, and PURCHASE MODE. These modes allowed you to access only certain fields. For example: PURCHASE MODE only allowed access to the New Order Quantity field, while LOCATION MODE allowed access only to the Location field. PIP MODE was a bit broader in that you were given access to the Quantity Field and the Location field. In FILE MAINT MODE, you have access to all 9 of the fields that can be changed using the RF Shelf Manager. Most of the changes are processed through function FIL using the Flex Name RFSHELF. However, changes to Retail Price or Replacement Cost are passed though function IPC, and depending on how you set the RF Shelf Manager constants, changes to quantity may be processed through function PIP.

In this section you will: • make changes to various inventory fields • edit and finalize those changes using the appropriate report



Enter the File Maintenance Mode To enter the location mode perform the following steps: 1. At FILE MAINT MODE, type Y and press <Enter>.

Set the Shelf Manager Constants for the File Maintenance Mode To set the Shelf manager Constants for the File Maintenance Mode, perform the following steps: 1. At ADD QOH TO PIP type Y.

This will process tile Quantity on Hand (QOH) changes through the physical inventory applications. In order to process QOH changes through the physical inventory applications, you need to have Advanced Inventory. If you have Classic Inventory or for any other reason wish to process QOH changes through function FIL, answer this question N.


This allows you to link unassigned UPC codes to items as you perform the file maintenance. Type Y if you always want to link the UPC. Type P if you want the terminal to prompt you whether or not to link the UPC.


Refer to the table on page 23 of the RF User‘s Guide to see how each of these options affects the printing of a bin label.






If you typed Y, P, or A, in the first position of PRINT LABELS, the cursor will move to PRINTER TYPE. Enter M if you have printer model MP5033. Enter P if you have printer PS-100l.





Processing items through the File Maintenance Mode Scan the following items and make changes to the fields as noted:

SKU 50998 Rural Mail Box Black & Silver New Qty 2 Location A117 Retail $ 22.88 Mfg Part # BSII09 User Code _ _ _ R

SKU 123459 ½-45 PVC ELL New Qty 40 Location D117 Retail $.49 Order Point 26 User Code _ _ _ R



SKU 123458 12" Adjustable Wrench New Qty 5 (Use <Ctl><8> to display the Keylist and choose the Replace

Quantity option) Order Point 4 User Code _ _ _ R

SKU 123462 Night Light New Qty 7 Location E018 Order Point 7 User Code _ _ _ R

SKU 123464 Multi Outlet Strip Link the UPC to the SKU number Location E018 Order Point 1 User Code _ _ _ R

Continue to make changes to any of the fields for the following bar codes. Use your imagination. Remember that you are operating in the Training Mode (TRAIN at the Login) so any of the information that you change, is only changed to the Training Mode database, not to your “live” data.

SKU H14065 E3-20lbHammer Masons

SKU H14016 00-711 Rip Hammer

SKU E56 Pick Handle #464



SKU 139881 Green Metal Lawn Rake

SKU 70307 Hose Coupling 5/8″

SKU 50503 For Sale Sign 8 X 12

SKU 50140 Combination Lock

SKU 30102 Energizer AA Battery 4 Pk

SKU 30103 Alkaline C Battery 2 Pk

SKU: 13336 Elmer’s Glue 4 Oz.

SKU: 10090 Glue & Seal Clear 2.8 oz.


Review the data that you entered in the File Maintenance Mode Note: Each of the following should be performed on a desktop terminal that is logged into the Training Mode (TRAIN at the Login).



1. To review the changes to Retail and Cost that you entered perform the following steps: • Run report RPC • Use any option except option F • If adjustments are necessary, make those changes in function IPC on screen M, or by re-

entering the data using the RF Shelf Manager 2. If you have Advanced Inventory, to review the changes made to QOH, perform the following

steps: • Run report RPI • Use any Reconcile Option except option F • If adjustments are necessary, make those changes in function PIP or by re-entering the

data using the RF Shelf Manager 3. To review all other changes, perform the following steps:

• Run report RFL • Use any option except option F • Use Flex Name RFSHELF • If adjustments are necessary, make those changes in function FIL or by re-entering the

data using the RF Shelf Manager

Finalizing the changes Note: Each of the following should be performed on a desktop terminal that is logged into the Training Mode (TRAIN at the Login). 1. To finalize the changes to Retail and Cost that you entered, perform the following steps:

• Run report RPC • Use Option F

2. If you have Advanced Inventory, to finalize the changes made to QOH, perform the following steps: • Run report RPI • Use Reconcile Option F

3. To finalize all other changes, perform the following steps: • Run report RFL • Use Option F • Use Flex Name RFSHELF

What you should have learned in exercise # 6 After completing this exercise you should be able to: • Enter and set the constants for the File Maintenance Mode of the Shelf Manager • Change various fields for the selected items • Link bar codes to item numbers • Print new bin labels as needed • Edit the field changes you made using the appropriate report • Finalize the field changes you made using the appropriate report and options



Exercise #7: RF Receiving The RF Receiving Application allows you to receive merchandise by scanning bar codes. In this exercise you will: • Receive against a purchase order that you created in exercise #5 • Receive against a purchase order that was pre-built in the Training Mode • Add items to the purchase order during receiving


Enter the Receiving Application Highlight Receiving and press <Enter>.

Set the Receiving Constants


Enter M if you have printer model MP5033. Enter P if you have printer PS-1001. 2. At PRINT LABELS, type Y, P, or A, if you have a printer attached to the RF Terminal.

Type N if you do not have a printer attached.






6. At ADD SKU TO PO, type P.

You may receive an item that was not on the original purchase order. You can type Y if you want to automatically append that item to the purchase order, N if you do not want to append the item to the purchase order, and P if you want the RF Terminal to prompt you about appending the item to the purchase order. For this exercise type P and press <Enter>.


This allows you to link unassigned UPC codes to items as you perform the price checks. Type Y if you always want to link the UPC. Type P if you want the terminal to prompt you whether or not to link the UPC.



8. At DISPLAY COMM QTY, type Y if you want to see Committed Quantity on the RF Terminal screen or N if you do not want to see Committed Quantity on the RF Terminal screen.

Locate the Purchase Order The RF Terminal displays the PO Header screen. 1. With the cursor in the Vendor field, press <Enter> to move to the PO Number field. 2. Type in the number of the purchase order that you created in exercise #5 and press <Enter>. 3. Scan this bar code:

SKU 139881 Green Metal Lawn Rake Quantity on Order: 6 Quantity Received: 6

With the cursor at the RCVD field, type 6 and press <Enter>. 4. Scan this item:

SKU E56 Pick Handle #464 Quantity on Order: 1 Quantity Received: 1

In this case since the quantity received is the same as the quantity ordered. Rather than pressing <Enter>, simply move on to the next item.

5. Many times you receive items that are shipped in tote boxes rather than full case quantities.

SKU 50140 Combination Padlock Quantity on Order: 3 Quantity Received: 1

6.

SKU H14016 00-711 Rip Hammer Quantity on Order: 3 Quantity received: 1



7.

SKU 70307 Hose Coupling 5/8" Quantity on Order: 24 Quantity Received: 24

8.

SKU 13336 Elmer’s Wood Glue 4 oz. Quantity on Order: 2 Quantity Received: 2

Rather than typing in the quantity received, you can scan the item multiple times. Scan item number 13336 again to receive two.

9.

SKU 50140 Combination Padlock Quantity on Order: 3

This is the second combination lock that you found in the tote box. Notice that the quantity on order is 3, and the quantity being received (RCVD) is one. The total quantity already received is one. That is the quantity that you received in #5 above. Press <Enter>.

10.

SKU 50503 For Sale Sign 8 X 12

Notice that this item is not found on the purchase order. The RF Terminal prompts about adding the item. Type Y and press <Enter>. Enter 12 as the quantity that you received.

11.

SKU 30102 Energizer AA Battery 4 Pk. Quantity on Order: 48 Quantity Received: 48

12.

SKU: 30103 Alkaline C battery 2 Pk Quantity on Order: 5 Quantity Received: 5



After entering the five received you notice that you need to change the retail price from $3.19 to $2.99. • Scan the item again if it is not displayed on the RF Terminal screen • Press the Up Arrow • Type in 2.99 • Press <CLR> (<Clear Field>) • Press <Enter>

13.

SKU H14065 E3-20lb Hammer Masons Quantity on Order: 1 Quantity Received: 2

14. This final item combines several techniques: • appending an item to a purchase order • finding an item on a purchase order when the bar code is not known or cannot be scanned • receiving by purchasing units of measure rather than stocking units of measure

Type in SKU 33299 and press <Enter>.

Answer Add SKU? Y.

This item is a roll of wire, 250 foot on the roll. Rather than receive 250 feet (stocking units), press <FNC><1> to cycle to purchasing units. You received 1 roll. Press <Enter>.

Exit the Receiving Application Press <FNC><6> to exit the Receiving Application.

Exit the Training Mode RF Menu At the RF Menu, highlight EXIT and press <Enter>.You will exit the Training mode and be disconnected from the Eagle.

Press <PWR> to turn off the RF Terminal screen.

Reviewing the Receiving Perform the following steps on a desktop terminal (VDT, FDT, or PC) that is logged into the training mode (TRAIN at the Login). 1. Run report RRP. 2. Use any option except Update Option F. 3. Place your purchase order in the From-To range.

Making receiving adjustments If any adjustments to the receiving are necessary, they can be made on a desktop terminal using function RP, or the RF Receiving Application.



Finalizing the Receiving Perform the following steps on a desktop terminal (VDT, FDT, or PC) that is logged into the training mode (TRAIN at the Login). 1. Run report RRP. 2. Use Update Option F. 3. Place your purchase order in the From-To range.

What you learned in this exercise After completing this exercise you should be able to: • Enter and set constants for RF Receiving • Identify the target purchase order by number • Receive items by scanning the bar code or typing the item number • Change the cost and/or retail price of an item during receiving • Add an item to a purchase order during receiving • Receive by purchasing units or stocking units of measure

Final Review The 7 exercises contained in this workbook walked you through the applications available on the RF Terminal. All of the exercises are designed to interact with the Triad Training Mode data. This allows you to experiment with the applications without damaging the data specific to your store. Now that you have completed these exercises in the Training Mode, Login to the “live” data by typing M at the Login prompt on the RF Terminal and try one of the applications.

There are some features that were not explored in the preceding seven exercises. You can read more about the RF Terminal applications in the RF User’s Guide. You can always return to the Training Mode and experiment with those features.

If you have additional questions please contact your Customer Education Representative or the Triad Hardlines & Lumber Advice Line by calling 1-800-67-TRIAD.

Documents

Learn RF in a Day - Epicor1).pdf · Learn the RF Applications in a Day EL1043 RF in a Day.doc (EL1043) 6 last rev. 9/8/97 6. Specify the number of labels you want to print. If you