CountXL

362+

Release Date: Fall 2021

Table of Contents

Summary

This document provides detailed information on navigating the Yellow Dog Mobile Application, CountXL.  

CountXL is a counting app geared towards large properties and databases. 

The app is only available for the Unitech ea602 and ea630 handheld devices. 

You can request additional training by contacting Support. 

Support Information

Support Hotline:   757.663.7514 (9am – 8pm EST Monday – Friday)

Emergency Support:   757.818.9360, option 2

Submit Tickets to Support:   Portal.Yellowdogsoftware.com 

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

To access our Knowledge Base, click here. 

Pre-configuration

Use of the Yellow Dog CountXL app is only compatible with Yellow Dog version 362 and higher. If you are currently on another version of Yellow Dog, you will need to consult your Implementation Guide or contact Support for upgrade scheduling or about becoming hosted. 

To install the Yellow Dog CountXL mobile app, navigate to the Play Store and search “Yellow Dog CountXL”. 

Once downloaded, hosted customers will need their Client ID, Username and Password.  This information can be obtained from your Implementation Guide or by contacting Support.  Non-Hosted customers will be able to use the Create Stand-alone Session feature to create sessions without being hosted or having access to Wi-Fi. 

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

Login

To login to the App, fill in your Client ID, then click Enter on the handheld keyboard ( ).  Next, enter the Yellow Dog Username and Password. 

If ‘Remember Me’ is enabled, CountXL will automatically log you in if you close the app without logging out from the device. 

If ‘Remember Me’ is not enable, CountXL will remember the ClientID last used. You will still be required to enter in Username and Password. 

Users who have access to multiple databases can now press and hold the ClientID to be given the option to change the ClientID they are logged in with. 

New in v3.1 users who are not hosted by Yellow Dog or do not have access to Wi-Fi will be able to create sessions by taking advantage of the Create Stand-alone Session feature. 

Navigation

Once you are logged in, you will be prompted to create a New Session (if one hasn’t already been started) or you can access the App settings (). 

Settings

App Settings ()  can be used to Log out, Delete Sessions, view Support contact information, access Help & Portal pages, Redownload items and view the App Version & Device number. 

This application supports enlarged font options, for devices with those configuration options.  

Sessions

1. To create a new Session, enter a Session name and select a Store. 
2. Click OK ()  on the keyboard to submit. 

Few important things to note for hosted customers: 

3. CountXL will download only the items available to the store selected
4. Typically, only one session can exist in the app at a time. Unless sessions are being stored locally due to poor internet connection
5. Logging out will delete the session that is on the app at the time. 

Creating a Session

For Hosted Customers

After logging into CountXL, you will immediately be prompted to Create a New Session. Enter a name for the session. It is recommended to use Store Code/Name (if multiple stores exist), Date and User Name. Then select the store. 

NOTE: CountXL will download only the items available to the store selected

For Non-Hosted Customers/Customers without Wi-Fi 

From the initial login screen users will select the option to Create Stand-alone Session. This feature does not require a ClientID, Username or Password to create sessions. Because this feature does not require a ClientID, or Wi-Fi Stand-alone  sessions will accept all barcodes scanned regardless of what store the item is available in.  Users will need a login to Yellow Dog inventory to pull Stand-alone sessions into a Physical Inventory. 

Only a Session name is required to create an Stand-alone session. 

 

Adding items to a Session 

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

Scan an item’s barcode 

Point the scanner laser towards the item and hold down the 2 blue buttons on the outside of the device. 

Please visit portal.yellowdogsoftware.com for step by step user guides for your device.   

 Barcode Search  

. Press the  icon to manually lookup items by Description, SKU or UPC. Click the magnifying glass icon ()  on the keyboard after completing search query to generate the results. 

This function is unavailable to users creating Stand-alone Sessions

Back to Top

If a user wants to audit theirs counts thus far, they can use the ‘Back to Top’ () button at the bottom right to quickly navigate to the beginning of their session 

Adding Counts

When an item is scanned, the item count editor screen will display. Users have several options for adding counts, they can manually overwrite the scanned count by directly typing into the count input field without having to delete the current entry. Users can also use the rockers to increase, or decrease the counts, or they can continuously scan the item to increase the quantity counted while remaining in the item count editor. 

Once the counted quantity is correct users can either use the return () button to save their count and return to the main session screen, or they can scan the next item, and the count entered will be automatically saved. Users can also save their count by select the save () button. 

Now when users back out of the count editor screen, they will be prompted to confirm that they would like to leave, without counts being saved or to cancel. If they select Leave, they will be taken back the main session screen. 

Users creating Stand-alone sessions will have the same options for adding counts to sessions as hosted customers. 

    

Editing Counts

To edit a count that has been entered, long press on the item by holding down the screen. This will open the actions menu with the option to Edit, Delete, or Cancel. When users select Edit, they will be taken to the item count editor. They will have the option to scan the item to increase they quantity, or they can type in the correct value, or use the rockers to increase or decrease the quantity. 

Removing Counts

To remove a count that has been entered, long press on the item by holding down the screen. This will open the actions menu with the option to Edit, Delete, or Cancel. A popup with allow users to confirm that they would like to delete the count or cancel. 

Deleting a count cannot be undone.

    

Redownload Items 

If a user scans an item that cannot be found, they will receive a popup notifying them the item cannot be found, along with a sound notification. They can edit the item’s store availability, or UPC in the Yellow Dog client and then update items from the “Barcode Not Accepted” popup notification

If a user manually searches for an item that cannot be found, they will have the option to update the item in the Yellow Dog client, and redownload items in the Settings screen and search again.  

Finalizing a Session

Hosted Customers 

     

    When users have completed their counts, they will select the cloud () icon in the top right to Finalize their session and send it to the Yellow Dog client. Finalizing completes the session and removes it from the handheld device. Users will receive a popup asking them to confirm that they would like to finalize or cancel. 

    

    

Stored Sessions 

Count XL will store sessions locally on a device if internet connection is lost during the counting process. Wi-Fi connection is required to log into the app, select a store, and download items. 

If users are unable to access Wi-Fi while attempting to ‘Finalize’ their session, they will receive a popup notifying them the session was stored locally, and they can try to upload again when internet access is restored. 

​