MYBUSINESS

G U I D E USER

V123119

BUILDING A SCHEDULE

2TABLE OF CONTENTS

1 SETTING UP A DEVICE

22 INVOICE HEADERS

33 BUILDING A SCHEDULE

44 PAIRING THE PRINTER

55 PAIRING THE DEX KEY

6 SPECIAL PRICING

7 SET UP PROMOTIONS

8 INVENTORY ADJUSTMENTS

9 BUILDING A SHELF SET

10 SELLING TO A STORE

BUILDING A SCHEDULE

2

15 FULL INVENTORY COUNT

99911 RECEIVING A LOAD

WEEKLY ORDERING99912

ENDING THE WEEK9913

INVENTORY MOVER16

INVENTORY TRANSFER17

NEW STORE SUBMISSION99914

RECOMMENDED EQUIPMENT18

RECENT FAQS19

GIMME KEY TIPS20

2

SETTING UPMYBUSINESS

DOWNLOADING THE APP

NOTEYOU WILL STILL NEED TO REQUEST ACCESS AT INSTALLMYBUSINESS.COM

1

2

345

OPEN THE APP STORE ON YOUR APPLE DEVICE.

SEARCH FOR MCKEE FOODS.

TAP GET NEXT TO THE MYBUSINESS APP ICON.TAP ON THE MYBUSINESS ICON ON YOUR DEVICE.

LOG INTO THE APP USING YOUR CREDENTIALS.

1

1

INVOICE HEADERS

1

2

3

4

TAP INVOICE HEADER SETUP IN THE SETTINGS MENU.

TAP CREATE INVOICE HEADER.

ENTER IN A NAME FOR THE HEADER AND YOUR BUSINESS INFO.

TAP SAVE.

CENTRAL BILLING STORES DO NOT USE THE INVOICE HEADERS CREATED IN APP.

NOTE

2

BUILDING A SCHEDULE

ALTHOUGH BUILDING A SCHEDULE IS OPTIONAL, IT IS VERY HELPFUL FOR MAXIMIZING YOUR TIME.

1

2

3

45

TAP SCHEDULES IN THE APP MENU.

TAP THE PENCIL ICON NEXT TO THE DAY YOU'D LIKE TO CHANGE.

TAP THE CIRCLE NEXT TO THE STORES YOU'D LIKE TO ADD.TAP SAVE.

TAP AND HOLD THE BARS ON THE RIGHT TO CHANGE THE ORDER.

6 CHANGE OTHER DAYS IF NEEDED.

NOTE

3

PAIRING THE PRINTER

1

2

3

4

5

OPEN YOUR PHONE'S SETTINGS APP.

TAP BLUETOOTH.

MAKE SURE BLUETOOTH IS TURNED ON.

PRESS THE PRINTER'S POWER BUTTON.

ON YOUR PHONE, TAP ON THE BLUETOOTH DEVICE WITH THE SAME NUMBER. (UNDER THE PRINTER IS A LABEL WITH 14-DIGITS).

6 TAP TO APPROVE ON THE PHONE AND APPROVE ON THE PRINTER.

7 IT WILL SAY "CONNECTED" WHEN THE PRINTER IS PROPERLY PAIRED.

Zebra Printer

2

1

2345

WITH THE PRINTER PAIRED, OPEN MYBUSINESS.

TAP THE MENU.

TAP SETTINGS.

TAP SEND PRINTER SETTINGS.TAP PRINT TEST PAGE TO VERIFY IT IS PRINTING CORRECTLY.

4

2

3

45

1

2

3

4

5

TAP SALES TRANSACTION ON THE HOME SCREEN.

TAP THE STORE YOU WANT TO SELL TO.

TAP SELECT ANOTHER STORE IF IT’S NOT IN YOUR SCHEDULE.

TAP NEW TRANSACTION.

TAP ADD SALES.

6 ENTER QUANTITIES FOR PRODUCTS AND TAP NEXT.

7 REVIEW INVOICE AND TAP NEXT.

PAIRING THE DEX KEY

8

9

GRANT PERMISSION FOR THE CAMERA IF ASKED.

SCAN BARCODE ON GIMME KEY.

2

10 NAME THE GIMME KEY AND TAP NEXT.

NOTEONCE THE GIMME KEY IS PAIRED, IT WILL DISPLAY “CONNECTED” IN GREEN BELOW THE NAME OF THE GIMME KEY.

5

11 TAP SEND FOR EACH INVOICE TYPE.

2

2

3

45

1

2

3

45

TAP SPECIAL PRICING ON THE HOME SCREEN OR THE MENU.

TAP CREATE NEW LIST, NAME IT, AND TAP NEXT.

TAP EACH PRODUCT LINE TO OPEN. THEN, SELECT PRODUCTS IN YOUR LIST.TAP SAVE.

CHANGE THE PRICING FOR EACH PRODUCT LINE OR BY INDIVIDUAL ITEM.

6 TAP NEXT.

SPECIAL PRICING

7

8

9

TAP THE STORES THAT WILL USE YOUR LIST.

TAP NEXT.

REVIEW AND TAP SAVE.

NOTEEACH STORE CAN ONLY BE ASSOCIATED WITH ONE SINGLE SPECIAL PRICING LIST. THE LATEST L IST ADDED TO A STORE IS THE ONE THAT IS ACTIVE.

6

SET UP PROMOTIONS

2

1

2

345

TAP PROMOTIONS IN THE MENU.

SELECT THE STORE THAT YOU'D LIKE TO ADD A PROMOTION TO.TAP ADD PROMOTION.

TAP A PROMOTION.

EDIT START AND END DATE AND TAP NEXT.

6 TAP APPLICABLE PRODUCTS.

7 TAP SAVE.

7

INVENTORY ADJUSTMENT

231

FOR YOUR STARTING INVENTORY TO BE ACCURATE, ADJUST YOUR INVENTORY THE DAY BEFORE YOUR LOAD ARRIVES.

3

45

67

2

5

TAP INVENTORY IN THE MENU.TAP INVENTORY ADJUST- MENT ON THE INVENTORY HOME SCREEN.TAP EITHER TRUCK OR WAREHOUSE.GRANT PERMISSIONS FOR THE CAMERA IF ASKED.SCAN PRODUC TS AND ENTER THE COUNT OF PRODUCTS ON HAND OR TAP ADD PRODUCTS AND SELECT THE ITEM.

6 TAP NEXT.

7 REVIEW AND TAP SAVE.

12

34

5

67

8

2

HOW TO USEMYBUSINESS

28ONCE A STORE IS SELECTED, YOU CAN BUILD A SHELF SET FOR THAT STORE. BUILDING A SHELF SET DETERMINES THE ORDER ITEMS APPEAR ON THE SCREEN. ALSO,BUILDING MULTIPLE SHELF SETS WILL ALLOW YOU TO SEE HOW PRODUCTS SELL IN DIFFERENT PLACES IN THE STORE.

TAP SHELVES TO ADD A SHELF SET.

TAP CREATE SHELF.

SELECT STORE ZONE, TYPE, AND SEASON IF NEEDED AND THEN TAP NEXT.SCAN THE BARCODE OF THE PRODUCTS IN THE ORDER YOU WANT.

TAP ADD PRODUCTS TO ADD ITEMS NOT AVAILABLE TO SCAN.

TAP SAVE.

1

2

3

4

5

6

BUILDING A SHELF SET

9

AFTER SELECTING A STORE, TAP NEW TRANSACTION AT THE BOTTOM OF THE SCREEN.

1

2

34

5

TAP ADD SALES.

TYPE IN THE QUANTITY OF EACH ITEM YOU ARE SELLING TO THE STORE.

TAP NEXT.

REVIEW ORDER AND TAP CHECK IN TO PRINT CHECK IN SLIP.

TAP NEXT AND HAVE RECEIVER SIGN THE SCREEN.

NOTEYOU CAN TAP RETURNS, BUY BACKS, AND SAMPLES TO ADD THESE TYPES OF TRANSACTIONS TO AN INVOICE.

SELLING TO A STORE

NOTE

7

8

TAP PRINT INVOICE TO PRINT FINAL SALES INVOICE.TAP DONE TO GO BACK TO THE TODAY SCREEN.

6 TAP FINALIZE.

10

WHEN YOU’RE IN AN ORDER AND TAP CLOSE YOU ARE CANCELLING THE WHOLE ORDER. TO MAKE CHANGES TO AN ORDER, ADJUST THE PRODUCT QUANTITIES AND TAP SAVE.

DEX WHEN USING DEX, YOU CAN ONLY HAVE ONE

TRANSACTION TYPE PER INVOICE. THIS MEANS THAT YOU WILL NEED TO TAP SEND FOR EACH INVOICE TYPE (SALES, RETURNS, BUY BACKS, AND SAMPLES) .

29RECEIVING A LOAD

NOTE

1 WHEN YOUR ORDER HAS ARRIVED, TAP ORDERS ON THE HOME SCREEN.

TAP APPLY LOAD TO INVENTORY AND CHOOSE WHERE THE LOAD SHOULD BE APPLIED.

1

22

ONCE YOU TAP ACCEPT, THE LOAD WILL BE ADDED TO THE INVENTORY CATALOG YOU SELECTED. YOU CAN MAINTAIN INVENTORIES FOR TRUCK, WAREHOUSE, OR BOTH DEPENDING ON YOUR PREFERENCE.

11

TAP DELIVERIES, SELECT THE DELIVERY YOU WOULD LIKE TO LOAD

3

TAP THE MENU.

TAP ORDERS.

FIND THE WEEK YOU WOULD LIKE TO ORDER FOR AND TAP EDIT ORDER.

SELECT THE PRODUCT LINE YOU WANT TO SELECT PRODUCTS FOR AND TAP THE PRODUCT.ENTER A QUANTITY FOR EACH PRODUCT OR DISPLAY YOU WANT TO ORDER.TAP NEXT.

1

2

3

4

5

6REVIEW THE ORDER SUMMARY AND TAP SUBMIT.

7

12

WEEKLY ORDERING

AS YOU TAP ON EACH PRODUCT YOU CAN SEE YOUR ON-HAND INVENTORY AS WELL AS ORDER HISTORY. ORDER HISTORY WILL APPEAR AS YOU PLACE ORDERS.

TAP END-OF-WEEK ON THE HOME SCREEN.

NOTEIN ORDER TO USE THE END-OF-WEEK FEATURE, YOU WILL NEED TO BE CONNECTED WITH EITHER WIFI OR CELLULAR SERVICE

1

IF YOU DO NOT TAP THE END OF WEEK BUTTON, YOUR WEEK WILL END AT MIDNIGHT ON YOUR ZERO OUT DAY AUTOMATICALLY.

ENDING THE WEEK

13

TAP THE MENU.

TAP STORES.

SELECT INACTIVE STORES TO REACTIVATE THEM.

OR TAP CREATE STORE.

TYPE IN STORE INFO.

TAP SAVE.

NOTENEW STORES WILL BE L ISTED AS “PENDING” FOR APPROXIMATELY ONE BUSINESS DAY.

123

45

6

NEW STORE SUBMISSION

14

28FULL INVENTORY COUNT

2

31

3

4

5

67

2

5

TAP INVENTORY ON THE MENU.

TAP FULL INVENTORY COUNT ON THE INVENTORY HOME SCREEN.

TAP THE CATALOG YOU ARE COUNTING.

ENTER CASES AND EXTRA UNIT QUANTITIES AND TAP NEXT.

6 ENTER QUANTITIES AND TAP NEXT.

7 REVIEW AND TAP SAVE.

1

2

3

4

5

6

715

SCAN BAR CODES OR TAP ADD PRODUCTS TO ADD ADDITIONAL UPCS.

INVENTORY MOVER

2

31

3

4

567

2

5

TAP INVENTORY IN THE MENU.

TAP INVENTORY MOVER ON THE INVENTORY HOME SCREEN.

TAP THE CATALOG YOU ARE MOVING TO AND FROM AND TAP NEXT.TAP PRODUCT HEADER.

ENTER QUANTITIES.

6 TAP NEXT.

7 REVIEW AND TAP SAVE.

1

2

3

4

567

16

2

31

3

4

5

67

2

5

TAP INVENTORY IN THE MENU.

TAP INVENTORY TRANSFER ON THE INVENTORY HOME SCREEN.TAP CREATE TRANSFER.

TYPE IN THE AR NUMBER AND LOCATION YOU ARE TRANSFERING TO.

IF YOU ARE EXCHANGING CASH, TAP THE CASH TRANSACTION CHECK BOX.

6 TAP NEXT.

7 SELECT THE CATALOG YOU ARE PULLING INVENTORY FROM.

1

2

3

4

5

6

7

INVENTORY TRANSFER

7 SCAN OR SEARCH FOR THE PRODUCTS YOU ARE TRANSFERING AND TAP SAVE.

8

2

31

3

4

5

67

2

5

ENTER THE QUANTITIES IN UNITS AND TAP NEXT.

REVIEW THE TRANSFER SUMMARY AND TAP SUBMIT.

TAP INVENTORY TRANSFER ON THE INVENTORY HOME SCREEN.TAP ON THE TRANSFER YOU WOULD LIKE TO RECEIVE.

6

TAP TO ACCEPT OR REJECT THE TRANSFER.

9

10

1

2

3

4

RECEIVING

NOTEIF YOU HAVE NOT ACCEPTED THE TRANSFER WITHIN 60 MINUTES IT WILL BE AUTO- MATICALLY REJECTED.

TAP WHICH INVENTORY CATALOG YOU WANT THE PRODUCT TO BE PLACED IN.

17

RECOMMENDED EQUIPMENT

Bluetooth Printer Kit for My Business

Bluetooth DEX Key for My Business

This kit provides the basics for printing with My Business and includes: ZQ520 Portable Printer, Rechargeable Battery, Vehicle Charger, Rugged Shoulder Strap and Three Year Extended Maintenance Agreement with Advance Exchange.

Bluetooth DEX Adapter for My Business. Contains a sealed non replaceable battery with two year estimated life. This adapter has been tested and approved for use with My Business and communicates to My Business approved Handheld Computer through Bluetooth. It, also, includes an extended warranty.

Zebra Receipt Paper (case of 36)Zebra Receipt Paper, Direct Thermal Bright White, 2.4 mil paper for ZQ520 Portable Printer. 4” wide x 100’. .75” inside Diameter / 2.25” Outside Diameter. 36 rolls per case.

HOW TO ORDERhttps://shop.barcominc.com/default.asp

How do I get MyBusiness?

First

For instructions on how to get the MyBusiness App, visit installmybusiness.com (you do not need to type the “www”)

Second

Please reach out to the DSR in your area so they can schedule to support you or your location operators as you see fit.

What if I have questions about the app?

First

Reach out to your DSR as they are always willing to help!

Second

Check out the videos, FAQs and other resources available for you in your app container.

Third

If you still have questions about the app please call IDEAS.

RECENT FAQs

MYBUSINESS

G U I D E FOR YOUR BUSINESS

THANK YOU