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 application launches you will see the login screen. Users who are not hosted,
or do not have access to Wi-Fi should select Create Stand-alone Session
3. Because this version does not have access to
Wi-Fi or your database, you will be taken straight to the Session screen, where
you will enter the name of your session. Under the session name, users will see
the date/time the session was created, the most recent date the session was
edited, total counted quantity, the total number of lines, and the number of
unique barcodes.
4. After
entering a session name, users are ready to scan items. Use the two blue
buttons on the side of the device to engage the device scanner.
Note: When creating Stand-alone sessions, all
barcodes will be accepted regardless of the items store availability.
5. Once items have been scanned users will have the option to continuously
scan to increase count, type in a count using the calculator, or use the
rockers to increase/decrease the count
6. Once
the count has been completed select the Export option in the top right corner. This
will export the session to a CSV file.
Note: Finalizing a
session cannot be undone 
7. Once you have finalized and are ready to bring the session into Yellow
Dog plug the device into your PC – swipe down from the very top to access
settings. At the bottom tap the area that says Android System and select Tap
for more options
8. On
the USB preferences screen select File Transfer under ‘Use USB for’
9. On
your PC, in the File Explorer, click to open your device (ex. EA630, EA520 etc) then select Internal
Storage
10. From within Internal Storage, you will select the Yellow Dog software
folder (You may need to open the download folder first to find the com.yellowdogsoftware.countxl folder)
11. Within
the Yellow Dog folder, you will find a CSV file for every session created. Copy
these files to your PC to be pulled into a Yellow Dog as a session. If you want
to remove the sessions from the device, select Cut instead of Copy
12. Right click in the folder that you will be saving the session(s) in and
select Paste. These files can now be pulled into Yellow Dog into a physical
inventory
Pulling a CSV file into a Physical as a session
1. Once
logged into Yellow Dog navigate to Physical Inventories
2. On
the top right select Create New Physical
3. Select
the store the physical is being created for and hit Select in the bottom right
4. Confirm
that you would like to add active items and select Next in the bottom right.
5. Confirm that you would like to include all levels & vendors and
select Next in the bottom right
6. Confirm
that you would like to include all your items in your physical and choose
Select All X items in the bottom right.
7. Select
Add Counts from an Excel, CSV, or text file
8. Select
the three black dots to the right of the Import File field to select the file
CSV file saved previously.
9. Confirm
that the file has a header row and, in the SKU, or UPC drop down select SKU, in
the Quantity drop down select Quantity, and select Next
10. Confirm
that you want to include all items in the session in the physical and choose
Select All X items.
Note: Users can exclude items by highlighting the item they want to
exclude and select Remove Selected on the right
11. Users will now see a column with the same file name in their physical as
the session, with their counts
12. If users have additional Stand-alone sessions or have already started their
physical inventory and need to add sessions, they can select Import Counts From
from within the Physical Inventory editor
13. From here the Import Counts Wizard will open, and users will repeat
steps 7-10
This process can be repeated as many times as needed. Once all sessions are brought in users can continue with reviewing variances and committing with their normal process. Click Here for additional resources on Physical Inventories.
Removing Session from device post physical
1. Once
the physical variance review is complete, and the physical has been committed confirm
the sessions created are removed from the device to eliminate confusion the
next time the device is used. Plug the device in to the PC, open File Explorer
and navigate to Internal Storage for the device.
2. From within Internal Storage navigate to the Yellow Dog folder
3. Highlight
the session(s), right click, and select Delete to remove the sessions from your
device
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