CountRetail Manual

CountRetail Manual












CountRetail

362+

Release Date: Winter 2019

















Table of Contents












Summary

This document provides detailed information on navigating the Yellow Dog Mobile Application, CountRetail.  You can also request additional training by contacting Support. 


Support Information

Support Hotline:   757.663.7514 (9am – 6pm EST Monday – Thursday, 9am-5pm Friday)

Emergency Support:   757.818.9360, option 2

E-mail Support:   Support@yellowdogsoftware.com

Click here to schedule a one-hour training session.  Training is up to one hour and free of charge to any customers currently on support.

To access our Knowledge Base, click here. 

Pre-configuration

Use of the Yellow Dog CountRetail app is only compatible with Yellow Dog version 362 and higher, and for hosted customers. If you are currently on another version of Yellow Dog or not hosted, you will need to consult your Implementation Guide or contact Support for upgrade scheduling or about becoming hosted. 


To install the Yellow Dog CountRetail mobile app, navigate to the iTunes/Android marketplace and search “Yellow Dog CountRetail”. 

Once downloaded, you will need your Client ID. This information can be obtained from your Implementation Guide or by contacting Support.  

This app works in conjunction with the Yellow Dog Windows desktop client. 








Login

To login to the App, enter your Client ID and Yellow Dog Username and Password. Help information is located on the main screen by clicking the yellow hyperlink. Your Client ID can be provided by your Support or Implementation guide. 











Navigation

Once you are logged in, you will be on the Sessions screen. Click on the App Menu  ()  to navigate between Sessions, Settings, and Support contact information.



Sessions




  App Menu |
  |
  Session Name |
  |
  Number of items |
  counted in Session |
  |
  Date Session was last
updated |
  |
  Location (store) |
  |
  Additional Sessions |
  |
  Create new Session |
  App Menu |
  |
  Session Name |
  |
  Number of items |
  counted in session |
  |
  Date session was last
updated |
  |
  Location (store) |
  |
  Additional Sessions |


 

In the example above, there are three sessions currently available on this device. The latest session will always be at the top of the screen.


Settings

From the Settings screen, the user can control how the device interacts with Yellow Dog Inventory. 




  Offline Mode –By default, the
device is in Online mode. See next
image for more information about
using CountRetail in Offline Mode. |
  |
  Interaction with HID – enable this
mode if using an external scanning
device (Bluetooth scanner,
connected scanner, etc.) |
  |
  UPCs to be Uploaded – if any UPC
codes have been captured during a
Session, this will show you the
total. These will be auto-uploaded
if in Online mode. If there are UPCs
captured during an Offline session,
the Upload icon will turn from grey
to blue so the user knows there are
new UPCs to upload. Pressing the
upload icon will sync those new
UPC codes.
 












 

Offline Mode

It is recommended that CountRetail is used in Online Mode when available. However, CountRetail operates in Offline mode as well. 




  Number of items synced to the
device and date of last sync |
  Number of Stores synced to the
device and date of last sync |
  Number of Labels synced to the
device and date of last sync |
  Labels are data elements like
Dimension names, Vendors, etc.

  If Fetch on Start Up is on, all
stores, items, and labels will sync
when the app is opened. |



Before Creating a Session

Before creating a session it is recommended to make sure you have synced all Item, Stores and Labels. If you do not have “Fetch On Start Up” turned on you can manually sync all items by navigating to the Settings screen and clicking on           to download. 

Creating a Session

From the Sessions screen, click on the   icon in the bottom right corner to create a new Session. From the next screen, enter a name for the session. It is recommended to use Store Code/Name (if multiple stores exist), Date and User Name..




Click CREATE to begin your count session. Tap anywhere on the session area to begin counting. 



Counting in a Session 

When beginning a new session, the session screen will be empty because no items have been counted yet. The user has three options for gathering counts:

Scan an item’s barcode 

Please refer to your scanning devices documentation for specific instructions. If you are using a Yellow Dog provided device, please visit portal.yellowdogsoftware.com for step by step user guides for your device.   


Use the device’s camera to scan the barcode

Click the camera icon to enable scanning. Once barcode comes into focus, the item will be added to the session. 


Use the icon to manually lookup items and enter quantities. 

Press the icon to manually lookup items. Click the magnifying glass icon () after completing search query to generate the results. Use the search field to find items by:

  • Description
  • SKU
  • UPCs
  • Dimension 1
  • Dimension 2

Adding Counts

Scan an item’s barcode or select it manually from the lookup by following your device’s specific instructions. Once an item has been scanned, you will have the ability to add your count. 





  Use the to add, subtract, or clear
counts. |
  |
  Click the to show or hide the
calculator. This can be used for
adding counts that include decimals
or doing more complex counting. |
  |
  Click to Save the count and move
on. |
  |
  |



Press and drag LEFT on the description of the item to see more details. 



  |



Scroll down for even more information. 



  |


Finalizing a Session


Once your Session is complete (from inside of the open Session), click on the  to either:


  • Upload Session - this is only necessary if you are in Offline and mode and want to save your progress.
  • Finalize Session – Finalizing your session completes the session and removes it from the device. 








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