Checking-In DevicesChecking-In DevicesAfter finishing using the device, bring it back to the computer from which the device was checked out. Cradle the device, and click the Check-In button. Make sure to close down Pocket Inventory if it is running on the Device. Once a device is checked-in, it cannot be used to enter transactions until it is checked-out again. You will prompted to confirm the Check-In and enter a name to associate with the scan job. A data file will then be created containing all of the transactions created on the device. The file will be named with the name entered for the scan job plus the current date. If no transactions exist, no file will be created.
Important - Keep in mind all transactions created on the device will have the current date/time from the device.
This section covers the following topics:
Sync Transactions Upon Check-In
Releasing Orders Upon Check-In
Combining Transaction Upon Check-In
If the Sync Transactions Upon Check-In preference is turned on, Pocket Inventory Desktop will attempt to record each transaction that was created on the device into the back-end. Once a transaction successfully syncs it will be removed from the data file. If you want to edit/review transactions before attempting to sync them with the back-end, turn this preference off and use the Transaction List to Sync the transactions.
All Orders Users:
Any bar-codes that were modified/added will automatically sync into the back-end upon checking in the device. Keep in mind that bar-codes cannot be deleted through Pocket Inventory.
QuickBooks Users:
Small Business Accounting Users:
Any bar-codes that were modified/added will automatically sync into the back-end item's UPC/Custom Field upon checking in the device. Keep in mind that bar-codes cannot be deleted through Pocket Inventory and any blank fields will be ignored.
Any Sales Orders or Purchase Orders that were checked out by the device will automatically be checked back in and available to other device if upon check-in if no transactions exist for the checked out order. Transactions performed against orders must sync or deleted before and order will be available for check-out again.
Only items that have counted quantities will affect the Inventory Adjustment that will be created in the back-end when the Inventory Count syncs. It is important that the Sync Transactions Upon Check-In preference is turned off if you want to view/update specific items before syncing the Inventory Count. Each item can be viewed/modified by checking in the device with the Sync Transactions Upon Check-In preference turned off and then opening the Inventory Count for editing from the Transaction List.
-If Sales Orders are checked out by customer, they will be combined into one ship doc pre customer.
-If Purchase Orders are checked out by vendor, they will be combined into one receiver per vendor.
*Applicable to All Orders users only.