Count XL: Locally Stored Sessions
This document will demonstrate creating, uploading, and removing locally stored sessions from the CountXL application.
1.
Navigate
to the Count XL application on your device, tap to launch and enter your Yellow
Dog Client ID, username, and password to login
2. Enter a session name, and if your organization has multiple locations, select a location from the Store dropdown
3. Begin
taking your counts. Users can use the blue buttons on the side of the EA602, or
EA630 to engage the Scanner, or they can use the search icon to manually search
for items.
4. Once
counts are complete select the cloud with the up arrow in the top right to
finalize your session.
5. A pop up will appear with the option to confirm you are Finalizing or to
Cancel. Finalizing will send the session to Yellow Dog and remove it from the
device
6. If
you have lost internet connection while attempting to Finalize your session,
you will get a popup that states that the Session has been stored locally, due
to a Network issue. Select OK to close
the popup
7. After
selecting OK to close the alert you will be taken back the main screen. At the bottom users will note a box that says Locally
Stored Sessions and a number indicating how many locally stored sessions are on
the device. Note: Users can choose to create additional sessions for the
same location even while Wi-Fi is inaccessible. Users will not be able to create
sessions for different locations while Wi-Fi is inaccessible because the
application will not be able to download items.
8. Once
Wi-Fi is accessible again and users are ready to send sessions to Yellow Dog,
they will have the option to Upload All, or upload sessions individually.
a.
To
upload all, tap the box that says locally stored sessions. Users will see a
list of the sessions stored locally, including the name of the session, the
store the session was created for, the number of items counted, and when the
session was created
b. Select
Upload All to send the locally stored sessions to Yellow Dog and confirm by selecting Let’s Go!
c. As
the sessions are uploading you will see them disappear from the Local Sessions
screen. Once complete, you will be taken back the main screen, and you’ll note the Locally Stored Sessions box now
says 0
d. To upload individually, tap on the session in question. This will open
the session editor
e. From within the session editor select the cloud icon with the up arrow
to finalize the session and send it to Yellow Dog
f. A pop up will appear with the option to confirm you are Finalizing or to
Cancel
g. The
next screen will confirm the Upload was successful. Select OK, to be taken back
the main screen. Here you will be able to tap the
Locally Stored Sessions box again, to upload or delete any remaining sessions.
Deleting
Locally Store Sessions
1. To delete sessions that have been stored locally, from the main session
screen tap the Locally Stored Session box
2. From here you will see the list of locally stored sessions.
3. Select Delete all. This will permanently remove the sessions from the
device. NOTE: This cannot be undone
Related Articles
Count XL Manual
How to create Stand-alone Sessions in Count XL
This document will guide users through creating a session in Stand-alone Mode for Count XL 1. Once device is powered on swipe up from the bottom to see all the apps installed on the device. Navigate to Count XL and tap to open. 2. When the ...Updating Count XL Application
You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...How do I create a Count Sheet?
This video will demonstrate creating a Count Sheet Count Sheets were designed to help F&B users who are manually counting their inventory. These sheets can be made to mirror the lay out of your establishment, and we refer to this as ...Locating Your Client ID
The Client ID (in addition to your Yellow Dog username and password) is required to log into our suite of mobile apps: YD Mobile, Count XL, and Stand Dog. *This is only for client that are hosted by Yellow Dog. Locally host users will not have a ...
Recent Articles
FAQs: Watchdog Report
This article addresses frequently asked questions related to the Watchdog Report in Yellow Dog Inventory. General Questions Q: What is the Watchdog Report? A: The Watchdog Report scans your Yellow Dog database for errors and inconsistencies that ...Feature Overview: Watchdog Report
The Watchdog Report in Yellow Dog Inventory helps identify data issues that may affect inventory accuracy. Where: The Watchdog report is located under Home > Watchdog or can be found under your saved reports 201 – ALR – CHECK Watchdog When: Use this ...How To: Use the Watchdog Report
The Watchdog Report in Yellow Dog Inventory helps identify data issues that may affect inventory accuracy. Why It Matters: Reviewing and resolving issues identified in the Watchdog report regularly—especially before physical inventory— allow you to ...Troubleshooting: Event Not Started
This article explains what to do if your forgot to start your event. It is intended for Concession clients who manage events through the Stand Sheets module. Issue Event was not started on time. Solution Adjust your event’s Start Date/Time to the ...Invoice Staging Features
Main Page Overview <br> Right-Hand Buttons Bottom Buttons Learn more by checking out the Invoice Staging Guide Previous : Invoice Staging Workflows