1.       Make sure the device is connected to your PC via the cradle or USB cable. To test if the handheld is truly connected, open Windows Explorer and ensure that YDIMOBILE has become an accessible drive.

2.       The device should be powered on and showing the Yellow Dog Inventory icon on the screen.

3.       If this is your first time using SyncYDIwithHandHeld.exe, follow the directions starting on page five of the ydiMobile Guide. After it has been configured, move on to Step 3. 

a. You can configure the handheld to sync for a single store, which is useful when there are multiple stores to be counted. Simply go to the “Stores” tab on the sync, select the store you wish to count and hit Go on the main tab. This will limit the sessions stored on the handheld to the store you have chosen, reducing the number of sessions you need to go through to import your counts.  

4.       Run SyncYdiWithHandheld.exe (this will update the device with all new items and updates). The sync can generally be found either as a shortcut on your desktop or on your C: drive in the Yellow Dog Inventory folder, sometimes inside the Program Files or Program Files (x86) folder.

5.       Disconnect the device from the computer and navigate to the YDIMobile icon on the device and double-click it to open.

 

6.       Once the program opens, select your employee. Some versions do not require this step, so if you are not prompted, skip this step.

7.       Click “Count Inventory Items”.

 

8.       From the Select Session screen, click “Create New Session” and enter a session name. 

a.       Choose something that is both unique for this inventory and for the handheld, if there are multiple handhelds being used. This will ensure that when the sessions are uploaded to Yellow Dog, they will not be overwritten by a same named file. A few examples: NatalieGiftShopSept15, DaveGiftShopSept15, NatalieNewsstandSept15.

 

9.       If you have access to multiple stores, select the store you are counting.  

10.   You are now ready to scan your items. Use the bright blue buttons on the sides of the device to enable scanning.

11.   When an item is scanned you will be prompted to enter a count for the item. Yellow Dog Inventory can handle decimals, if necessary. Use either the on-screen numbers, +/-, or if the device has a keypad, located below the screen, use that to enter in your counts. 

12.   Once completed, click “Submit” and move on to the next item.  

13.   Occasionally, an item with an unrecognized UPC will be scanned. You can either:

a.       Search for the item using the search field below the error message. Click the item you want associated with the barcode and enter your count*.  

b.       Click “Create Item” and enter in the description. Fill in any identifying information that will be helpful as you will be able to finish creating the item when you import your counts. 

 

 

*If you make a mistake when adding a UPC to an existing item: select “File”, then Edit (Item), click in the UPC field, then follow the directions on-screen. Click the UPC you wish to remove, then hit “Yes” when prompted. Click “Close” then “Close” again. Change the count to 0, then hit “Submit”. Then, hit “Add Item” to go back to scanning. 

16.  Once your count is complete, click “Close” and then “Exit”.

17.  The counts can be brought into Yellow Dog in two ways. Either using the SyncYdiWithHandheld.exe or from the physical itself. For the latter, open your Physical Inventory in Yellow Dog Inventory on the computer and click “Import Counts From…” 

18.  Select “Add counts from a session”, then click “Next”.

19.  Click “Launch Sync YDI with Handheld”. This will sync the device with Yellow Dog Inventory and allow you to choose the sessions you wish to import.

20.  Select the sessions you would like to import and click “OK”. 

NOTE: If any problem items exist in the import, it will show you now. Examples of problem items include inactive/removed items that were scanned or items that are not assigned to the store. 

 

•       If the item should be in the system, selecting it and clicking “Edit Item” will prompt you to fix it, either by undeleting it or making it active in the store.  

•       Or you can remove it from the session by clicking “Remove Selected” or “Remove Problem Items” to remove all problem items in the session. 

 

Multiple Sessions for the same Physical Inventory 

In Yellow Dog, you can have multiple sessions from one or multiple data collectors. When importing these sessions, each handheld will create a new column with the session name at the top. This is useful when dealing with large amounts of inventory, for control and count purposes. The sessions remain saved in Yellow Dog and on the handheld until removed. 

 

 

To add multiple sessions from a single scanner, select every applicable session after Sync that you would like to import.  

 

It can be helpful to name sessions based on date, store, and employee name. For example, Bethany, Mary & Curt are each using a scanner to count both the Lobby Gift Shop and the Casino Store. Recommended session names would be: 

Jan17Casino Bethany                       Jan17Casino Mary                                 Jan17Casino Curt 

Jan17Lobby Bethany                        Jan17Lobby Mary                                  Jan17Lobby Curt                              

To add multiple sessions from multiple scanners, repeat the process for a single scanner as many times as needed. 

NOTE: After the first scanner is synced, that scanner’s sessions will appear again in each subsequent scanner’s synced sessions. You do not need to import these again. Ignore them and import the unique sessions from any subsequent scanners.