4. PDT - Inventory
Physical Inventory Count
Click (+) for new count
Enter Stock bin number (Shelf Number)
Enter or scan the barcode
Enter the quantity
Click “Enter” button in keypad or save symbol
If you want to add another item in the bin, just scan and enter the barcode and quantity.
Click Save symbol.
If you want to add items in another bin, enter that bin number and add items.
After the count, click (…) in the right side of stock bin. Select the bins (long press) using
bin number and click ( ✔).
It will be uploaded to the middleware.
6. ERP - Physical Inventory Count
Stock Count -> IMS Stock Count
Press F3 for new count.
Enter location code and count date
Click IMS -> Process Qty (Scanned)
It retrieve all count data from PDT
8. PDT - Inventory
Item price check
Enter or Scan the barcode. It will show the details of the item.
General: Show general details. Item number, Base unit, Description, Purchase qty, Sales
Qty.
Barcodes: Show all barcodes of the item.
Inventory: Show stock quantity in various branches.
Sales History: show the sales history of the item. You can check upto 9999 days sales
history.
Change price: price change request for the item. Enter new retail price and click “ok”. It
will automatically upload to middleware.
10. ERP - Change price
Inventory -> Price Change Request
F3 for new price change request.
Enter location
Click Function -> Get Price Change Headers from HHT
Select line using PDT number.
Ctrl+F1 -> ok
It retrieve all price change request from PDT
14. PDT - Purchase
Purchase Receipt Note:
Two Types
i) Purchase Order
If you are receiving items from one purchase order, need to download it in your PDT
Click this symbol in top
Enter PO number in search and Download it.
Open the PO and Scan or Enter the barcode and Enter the quantity.
Click save symbol.
To check the received items and ordered items , click the symbol
To check the received items, click scanned lines.
To check the ordered items, click ordered lines.
After received all items, click back button.
Select that PO (long press) and click (✔).
It will be saved in middleware.
16. ERP - Purchase Receipt Note
Purchase -> Purchase Order
Enter the PO Number.
Enter the Buy from vendor number.
Click IMS -> IMS Document.
Function -> Process document.
19. PDT - Purchase
Purchase Receipt Note:
ii) Purchase Invoice:
For some items (fresh items, etc.), we can make purchase invoice without PO.
Click (+) for new receipt note.
Enter the remarks.
Enter Vendor code.
Click save symbol
Enter or scan the barcode and enter the quantity.
To check the received items and ordered items , click the symbol
Click Scanned lines.
After received all items, click back button.
Select that document (long press) and click (✔).
It will be saved in middleware.
21. ERP - Purchase Receipt Note
Purchase -> Purchase Invoices
F3 for new purchase invoice.
Enter the buy from vendor number.
Shipping -> Enter the location code.
Click IMS -> Get lines.
It automatically retrieve the purchase invoice from PDT. Identify your request using
remarks or document number.
Select that line.
Ctrl+F1 -> IMS -> Process lines.
24. PDT - Purchase
Purchase Return Order
Click (+) for new return order.
Enter the remarks.
Enter Vendor code.
Click save symbol
Enter or scan the barcode and enter the quantity.
To check the return items, click the symbol
Click Scanned lines.
After enter all items, click back button.
Select that document (long press) and click (✔).
It will be saved in middleware.
25. ERP - Purchase Return Order
Purchase -> Purchase Return Order
Enter the PRO Number.
Enter the Buy from vendor number.
Shipping -> Enter the location code.
Click Function -> Get IMS lines.
Select the lines using remarks or document number.
Ctrl+F1 -> IMS -> Process lines.
29. PDT - Sale
Sales order
Click (+) for new sales order.
Enter the remarks
Enter the customer code.
Click save symbol
Enter or scan the barcode and enter the quantity.
To check the sales items, click the symbol
Click Scanned lines.
After added all items, click back button.
Select that sales order (long press) and click (✔).
It will be saved in middleware.
31. ERP – Sales Order
Sales -> Sales Orders
F3 for new sales order.
Enter the sell to customer number.
Shipping -> enter the location code.
Click Function -> Get IMS Lines.
Select the line using remarks, PDT number or document number.
Ctrl+F1 -> IMS -> Process lines.
34. PDT - Sale
Sales Return Order
Click (+) for new sales return order.
Enter the remarks
Enter the customer code.
Click save symbol
Enter or scan the barcode and enter the quantity.
To check the sales items, click the symbol
Click Scanned lines.
After added all items, click back button.
Select that sales order (long press) and click (✔).
It will be saved in middleware.
35. ERP – Sales Return Order
Sales -> Sales Return Orders
F3 for new sales return order.
Enter the sell to customer number.
Shipping -> enter the location code.
Click Function -> Get IMS Lines.
Select the line using remarks, PDT number or document number.
Ctrl+F1 -> IMS -> Process lines.
38. PDT- Store
Stock Transfer Request ( Other location to PDT location)
Click (+) for new transfer request
Enter the Remarks
Enter store code. Here the store code is “transfer from” code.
PDT location is “transfer to” code.
Click save symbol.
Enter or scan the barcode.
Enter quantity
Click save symbol.
If there is more than one item, again enter that barcode and mention quantity.
to check the added items and quantity, Click this symbol
Click Scanned lines.
After added all items, click back button.
Select that request (long press) and click (✔).
It will be saved in middleware.
40. ERP - Stock Transfer Request
Inventory -> Transfer Request
Press F3 for new transfer request.
Enter “Transfer from” and “Transfer to” codes.
Intransit code -> Intransit.
Click IMS -> Get Lines.
It automatically retrieve the transfer request from PDT. Identify your request using
remarks or document number.
Select that line.
Ctrl+F1 -> IMS -> Process lines.
43. PDT- Store
Stock Transfer Out (PDT location to Other location )
Click (+) for new transfer order.
Enter the Remarks
Enter store code. Here the store code is “transfer to” code.
PDT location is “transfer from” code.
Click save symbol.
Enter or scan the barcode.
Enter quantity
Click save symbol.
If there is more than one item, again enter that barcode and mention quantity.
to check the added items and quantity, Click this symbol
Click Scanned lines.
After added all items, click back button.
Select that transfer order (long press) and click (✔).
It will be saved in middleware.
45. ERP - Stock Transfer Out
Inventory -> Transfer Order
Press F3 for new transfer order.
Enter “Transfer from” and “Transfer to” codes.
Intransit code -> Intransit.
Click Function -> Get IMS Lines.
Select the line using remarks or document number.
Ctrl+F1 -> IMS -> Process lines.
