RF Mode Setup

Mobile RF setup involves setting the user preferences in the mobile app. Once they are set, you are ready to begin collecting data via this app. Data collected in a mobile RF session is updated in the main app in real-time. Depending on the features that are being used, mobile RF preferences may be set for inventory, assets, and orders.

User Preferences in RF Mode

Select Tools > User Preferences to reach the User Preferences form.

Inventory Tab

The User Preferences form in mobile RF contains an Inventory tab. Set the inventory preferences at this form.

Default Last Location Setting

• When marked, the last location entered remains in the Location field when performing physical counts and single item moves (source location and destination location) for the duration of the current session. Closing the form clears the location entry.
• When unmarked, during a physical inventory or item move session, you must enter the location for each transaction.

Default Quantity To Setting

• When marked, the default quantity set in this field is automatically entered in the Qty field at the Physical Count form and at the Single Move form\Source tab.
• When unmarked, the quantity must be entered for each physical count or item move transaction during the same session.

Assets Tab

Note: The role of the logged-in user must have access to the Asset Inventory feature and the Assets feature in order to view this tab.

Set asset preferences at the Assets tab. Tap this tab to bring it to the front and to set asset preference options.

Asset Inventory Form

Click the drop-down arrow in this field to select the preferred asset inventory form option:

Form 1 (New and Existing Assets)

With Form 1, you may perform the inventory for an entire location in one session. This form shows inventoried assets, assets remaining to be inventoried at the location, and any new assets added during the inventory. When Form 1 is selected, the following form is displayed for performing the asset inventory.

Inventoried: the amount of assets inventoried in this location is displayed.

Remaining: the amount of assets remaining to be scanned/entered into this location is displayed during the inventory session.

New: the amount of new assets scanned is displayed during the inventory session.

Form 2 (New and Existing Assets)

With Form 2, you may perform the asset inventory by counting the asset-location one at a time. When Form 2 is selected, the following form is displayed for performing the asset inventory. One asset at a time is placed into inventory.

Form 3 (New Assets)

Form 3 is designed to be used when adding new assets to the asset inventory. With Form 3 you may use the Lock feature to expedite asset inventory scanning of new assets. You may also assign a serial number, assignee, and condition to the new asset.

Form 4 (Existing, Inventoried Assets)

Form 4 is designed to be used with EXISTING inventoried assets. The asset number ONLY is scanned at this form. When the asset number is scanned, the asset site-location is automatically used to perform the asset inventory transaction. To use this form, select Form 4 from the Asset Inventory Form Type options in the User Preferences form\Assets tab.

Order Preferences

At the User Preference form, the user may set a default quantity for an issue, receipt, return, pick, or receive and the user may turn drop-down lists ON at each order form. Click each order-type tab to bring this portion of the form to the front.

User Preferences Issue Tab

The following options are available at the Issue tab:

• Default issue quantity to checkbox: When marked, the default quantity set in this field is automatically entered in the Qty field at the Issue Details form.
• Use rapid issue details form checkbox: When marked, the rapid issue feature is used when performing a stock issue; see "Rapid Issue and Rapid Receipt Feature" for more information about this feature. This feature does not use mobile drop-down lists.
• Display drop down lists checkbox (this option is available when the role of the logged-in user includes the Mobile Drop Down Lists featureThis is a mobile application feature. When used, drop-down lists for items, locations, and units of measure are displayed at the various order forms in the mobile application.): When marked Location and UOM drop down lists are available in the Issue Details form.

User Preferences Receipt Tab

The following options are available at the Receipt tab:

• Default receipt quantity to checkbox: When marked, the default quantity set in this field is automatically entered in the Qty field at the Receipt Details form.
• Use rapid receipt details form checkbox: When marked, the rapid receipt feature is used when performing a stock receipt; see "Rapid Issue and Rapid Receipt Feature" for more information about this feature. This feature does not use mobile drop down lists.
• Display drop down lists checkbox (this option is available when the role of the logged-in user includes the Mobile Drop Down Lists featureThis is a mobile application feature. When used, drop-down lists for items, locations, and units of measure are displayed at the various order forms in the mobile application.): When marked Location and UOM drop down lists are available in the Receipt Details form.

User Preferences Return Tab

The following options are available at the Return tab:

• Default return quantity to checkbox: When marked, the default quantity set in this field is automatically entered in the Qty field at the Return Details form.
• Display drop down lists checkbox (this option is available when the role of the logged-in user includes the Mobile Drop Down Lists featureThis is a mobile application feature. When used, drop-down lists for items, locations, and units of measure are displayed at the various order forms in the mobile application.): When marked Location and UOM drop down lists are available at the Return Details form.

User Preferences Picking Tab

The following options are available at the Picking tab:

• Default pick quantity to checkbox: When marked, the default quantity set in this field is automatically entered in the Qty field at the Pick Details form.
• Display drop down lists checkbox (this option is available when the role of the logged-in user includes the Mobile Drop Down Lists featureThis is a mobile application feature. When used, drop-down lists for items, locations, and units of measure are displayed at the various order forms in the mobile application.: When marked Location and UOM drop down lists are available at the Pick Details form.

User Preferences Receiving Tab

The following options are available at the Receiving tab:

• Default receive quantity to checkbox: When marked, the default quantity set in this field is automatically entered in the Qty field at the Receive Details form.
• Display drop down lists checkbox (this option is available when the role of the logged-in includes the Mobile Drop Down Lists featureThis is a mobile application feature. When used, drop-down lists for items, locations, and units of measure are displayed at the various order forms in the mobile application.: When marked Location and UOM drop down lists are available at the Receive Details form.

Saving your Preferences

To save your user preferences, tap the Save icon found in the lower half of the User Preferences form.

A Cancel icon is also available, if you do not want to save your user preferences, tap the Cancel icon found in the lower half of the User Preferences form.