How to create Stand-alone Sessions in Count XL

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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