Warehouse Instruction Guide

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1 Warehouse Instruction Guide Review Equipment & Supplies page 2 Set-Up Access Point page 6 Register Scanners page 8 Place Fixture Stickers/Enter Ranges page 10 Scanning Basics and Additional Keyboard Functions page 14 View Internet Reports page 26 Close Inventory page 30 Ship Equipment Back to Zebra page 32 FAQ/Training Stickers/ Control Log page 33 Have a question? Call the Zebra Client Care at or us at zrsclientcare@zebra.com Copyright by Zebra Retail Solutions

2 Review Equipment & Supplies You will receive one or more Equipment Boxes containing all of the necessary equipment and supplies for your Inventory. The Equipment Box will be sealed with tape. When opening the box, please be careful and cut the tape with a knife. Please do not rip tape off the box. You will use these same boxes to return the equipment back to Zebra Retail Solutions. Please try not to rip or damage the box. Inside the Equipment Box, you will find: Scanners Access Points (Cradle Point router) with Power Adapters Power Chargers for the Scanners USB Air Cards for Verizon and AT&T NOTE: The Scanners will have 15+ hours of battery life. However, if you need to charge a battery during Inventory, it should only take 2-3 hours to fully charge. Remove the Scanners from the foam insert, then remove the foam insert itself and continue on removing the lower layers of foam inserts. 2

3 Review Equipment & Supplies You will receive one (1) Supply Box per location. Inside the Supply Box, you will find: Control ID Form - You will need this form to scan your store s bar code and register the Scanners. Fixture Sticker Sheets (1) Store Manager Instruction Guide (1) Quick Start Poster (1) Password Flyer - You will use the Login information on the Flyer to access your Reports online at or (1) Corrections Instruction Sheet Section Marker Stickers Shipping Instructions Envelope: Contains labels and documents used to ship the box back to Zebra Retail Solutions when the Inventory is complete. The Shipping Instructions Envelope is in the clear plastic sleeve affixed to the inside flap of the Equipment Box. The Envelope contains labels and documents to be used to ship the boxes when the inventory is completed. When inventory is complete, please box up all equipment, affix the shipping label, and tape each box. Zebra has already made arrangements for pick-up the day after inventory is complete. If any of the equipment or supplies are missing, contact Zebra Client Care (available 24/7) at

4 About Zebra Scanners NexGen Scanner - Powered by Zebra Retail Solutions Features & Benefits include: Scanning Imager maximizes scanning productivity. Omni-Directional technology lets you scan at any angle, with no need to line up any bar code. 15+ Hours of Battery Life will last for the entire Inventory. The back-up battery inside the Scanner ensures no data is lost, and no restart is necessary when batteries are charged. Touchscreen allows for easy & fast responses. Lightweight Scanner fits easily in your hand, allowing you to capture bar codes in small or tight spaces. Increased Memory allows for quicker file downloads. Updates Data in Real-Time Wi-Fi Connectivity. NOTE: Double tap on the face of the scanner with the stylus and the alphanumeric keyboard will display. 4

5 About Zebra Scanners Touch Screen Auxiliary Scan Button Auxiliary Scan Button ESC Press to clear an entire field SCAN Press to scan bar codes BKSP Press to clear a character at a time ENT Press to accept an entry ARROWS Press to navigate menu FUNC Function Button POWER Press to power Scanner on and off FUNC+5 = Increase screen brightness FUNC+8 = Decrease screen brightness FUNC+6 = Increase volume FUNC+9 = Decrease volume 5

6 Set-Up Access Point The Access Points (Cradle Point router) will require a USB Modem Aircard (VZ or ATT - each location received a combination of both) connection for transmissions. You will receive multiple Access Points. Place them in an area which has optimum cellular coverage but a minimum of 150 feet away from the other Access Points. To connect the access points: 1. Clear a flat surface area which has access to a power outlet. 2. Place a Access Point Router and a USB Modem Aircard in the area. 3. Connect the power adapter for the Access Point router to the port on the back then plug it into an available outlet. 4. Insert the USB Modem Aircard into the USB port in the back of the Access Point. Note: You received a USB Aircard for each access point. Use the Aircard that provides the best coverage in your area. Do not attempt to use both Aircards in one Access Point router. 5. Please ensure the below items are available during the inventory: Access Point Scanners Aircards Control ID Form Back View USB Modem Aircard Insert USB Modem Aircard into USB port. 6

7 Set-Up Access Point Once the Access Point has been connected to the power outlet and the USB Modem Aircard has been connected, the Power Status (green), Wireless indicator (green) and the USB Port 3 indicator (green) should be lit (see below). Front View USB Port#3 **IMPORTANT** You will receive multiple Access Points with your equipment. ALL Access Points need to have an Aircard plugged into the USB Port to transmit data to ZEBRA. The Access Points need to be plugged into an available power outlet but MUST be 150 feet away from each other. NOTE; If you do not have cellular coverage in the back of the warehouse, the stickers will transmit as you move closer to an access point with cellular coverage. 7

8 Register Scanners Now that the Access Point is working, you can start registering the Scanners. Set-Up All Scanners 1. Scan the Hart Control ID bar code from the form provided. 2. Key enter your Warehouse Number and press ENT (Enter). 3. The Scanners will register shortly after pressing ENT. Be sure to press the Continue prompt to finish the registration. 4. The Enter Employee ID screen will be displayed. From here, the Associate will enter their ID and start scanning. 5. Repeat steps 1-3 for all remaining Scanners. 6. After entering the Employee ID, the Scan Hart Sticker screen will display. This is the point when Associates start scanning. 8

9 Register Scanners IMPORTANT: On the bottom of the Scanner screen, you may notice a P, followed by a number. This P means there is data pending in the Scanner and has not been transmitted to the Access Point. Eventually, the P numbers will decrease as the data is transmitted to the Access Point. Keep on eye out for P numbers as they could build if a Scanner is too far away from the Access Point, or if the data transmission is slow. Always walk the Scanner closer to the Access Point as a first step in decreasing the P numbers. You should also check that your Access Point is properly connected. 9

10 Place Fixture Stickers Since the Fixture Stickers are the key control to ensure every fixture is accounted for, properly laying the stickers on the merchandise fixtures is essential for a timely and accurate Inventory. Stickers MUST be in place in the warehouse before the Inventory begins. This procedure could take 2 hours, so please plan accordingly. Zebra Retail Solutions provides the Fixture Sticker Control Log to assist in recording the placement of the stickers (in addition to your own floor plan). This log is used to record the stickers assigned to the fixtures in each area of the store. List each area and the beginning sticker control number and the ending sticker control number assigned for that area of the store. Be sure to list the area names with a descriptive title. Start with the first sticker number in your pack of stickers and lay the stickers in numerical order, top to bottom. Do not skip sticker numbers. Lay the stickers so that it will be easy to see where one sticker area begins and ends. In general, the more stickers used, the better your Inventory control. Save the used sticker sheets, you may need to refer to them later. 10

11 Helpful Tools/Tips Flag Sticker Markers: Colored Flag Markers are the pads of colored flags that you received with your supplies. They can be used to define clear section breaks, identify completed stickers, and identify Not on File items on a fixture. To create a visual aid and identify completed stickers, place the Flag Marker over the bar code on the Fixture Sticker after all units on that fixture have been scanned. This will prevent another Associate from re-scanning that sticker. Trouble Table: Designate a central location in the store as the Trouble Table. Assign a sticker to the Trouble Table. During the actual Inventory, all merchandise without a valid or that cannot be keyed in the Scanner, should be moved to the Trouble Table. Associates should not slow down their scanning to research these items. This merchandise should be researched by Management and scanned or key entered later during the Inventory. NOTE: If you discover a fixture that does not have a sticker on it, or was not included on your Fixture Sticker Control Log, use your leftover stickers. Be sure to use the very next sticker after the last sticker number used. Any additional sticker used must be recorded on the Fixture Sticker Control Log. 11

12 Enter Sticker Ranges Before or during the Inventory, you will need to key the range of stickers that were used in the warehouse. This will be done via the Zebra/Hart website. 1. Log on to or 2. Click on the RED Client Login button located on the upper right side of the screen. 3. Enter your User Name and Password (both entries must be in lowercase) and press ENTER, or click on the OK button. (Your User Name and Password will be provided to you prior to your Inventory.) 4. Click in the Enter Store Number field and enter your store number. 5. Press TAB to advance to the Enter Password field. Enter your storespecific password and press ENTER or click on the OK button. 6. You will now be connected to the Inventory Overview for your store. Click on Inventory Functions from the menu bar. 7. Click on Enter Sticker Range. 8. At the field labeled Starting Sticker, key the 9-digit sticker control number of the very FIRST sticker placed in the area you are keying and press the TAB key. 9. Next, at the field labeled Ending Sticker, key the 9-digit sticker control number of the very LAST sticker placed in the area you are keying, and click OK. 10. When finished entering the range, click OK. 11. A confirmation screen will be displayed to indicate that the range(s) have been accepted. Click OK. NOTE: If the range entered was not accepted, an error message will be displayed and the range should be checked and re-entered. 12. When you are finished entering the sticker range(s), press the close button to exit the screen. During the Inventory, you will be able to modify the sticker range(s) based on additions and deletions of sticker numbers used. Each time the sticker range is modified, you will need to follow the instructions noted above. 12

13 Enter Sticker Ranges

14 Scanning Basics Start a Sticker: After entering the Employee ID, scan the Fixture Sticker. Scan Merchandise: After scanning the Fixture Sticker, you must scan or key the bar codes for all of the merchandise on that fixture. A quantity for every item must be entered, even if it is a quantity of one (1). The maximum quantity that can be entered is The description for the item will be displayed on the scanner screen. Note: To display the Menu Button, Press 14

15 Additonal Keyboard Another keyboard is available to use to key enter alphanumeric entries. Tap the OSK key on the top right of the screen and the screen below will be displayed. Use the keypad to enter the item #. Tap the ABC on the top right to switch to lowercase letters. 15

16 Additional Keyboard Tap the key on the top right again to switch to numbers and special characters. ***IMPORTANT*** You must click OK after your item # has been entered (do not press enter on the scanner). The OK button is what will accept the entry. Pressing OK will return you to the scan UPC screen where you will be prompted to enter the quantity for the item you just entered. 16

17 Scanning Basics End a Sticker: After you have scanned all of the merchandise for a particular sticker, you must END the sticker - the Scanner will save all of the data and automatically transmit to Hart. 1. Scan the Fixture Sticker again. 2. Select Yes to confirm by either pressing the button on the touchscreen or highlighting it using the arrows and pressing ENT (Enter). Review/Delete Items: 1. If you have lost your place in a sticker, or would like to verify previously scanned items, refer to the Review Grid, located in the center of the Scan Bar Code screen. You can navigate through the Review Grid using the Arrow keys on the Scanner. 2. To delete a scanned item, locate the bar code in the Review Grid using the arrow keys. 3. Highlight the item and press the Delete Item button on the touchscreen. 4. Select Yes to confirm the deletion or press the ENT button. 17

18 Scanning Basics Not on File Merchandise: 1. The Scanner will alert you if a scanned bar code is not on the Master File. 2. If you know the valid Carroll Tire Item #, press no and enter correct #. 3. If you do not know, press Yes to accept and key an item #. If the item is still not on file, you will be asked to confirm, and then hit accept and enter a quantity. 4. It is important that the Not on File entry that is accepted is a Carroll Tire Item #. NOTE: The scanner will look up the item # that is entered whether you press No, or Yes. Incorrect Keying: If you want to force a not on file item #, you must press yes to accept and key the #. If you keyed information incorrectly, make corrections by pressing the ESC (Escape) button to clear the entire field or BKSP (Backspace) to clear the field one character at a time. 18

19 Scanning Basics Cancel a Sticker: Press the Cancel Sticker button on the touchscreen and follow the instructions. NOTE: You can only cancel the sticker you are currently scanning. You can not cancel a sticker that was ended. There is another keyboard available to enter items. To key enter a bar code: Use the numeric Scanner buttons or, Tap the Scanner screen with the stylus and the keyboard will display, as pictured to left. 19

20 Scanning Basics End a Sticker cont d: 3. Write the information displayed on the Scanner screen on the actual Hart Sticker and select OK to continue. Once a sticker has been ended, the data is automatically transmitted to Hart. Any data scanned, while out of range of the Access Point, will be saved and automatically transmitted once you are again in range. Pending Transmissions: When you have sent more than four stickers, check the indicator at the Scan Hart Sticker Screen. The P indicates the number of pending sticker transmissions. If you find that number is not decreasing, bring the Scanner closer to an Access Point. If you still cannot transmit, check the Access Point to ensure all plugs and connections are OK. 20

21 Scanning Basics Review Previous Stickers Scanned: The Scan Hart Sticker screen will display the last six stickers scanned, in the Review Grid pictured left. Create an Empty Sticker: If you encounter a stickered fixture for which there is no merchandise associated with it, you still need to account for the Fixture Sticker. Begin by starting a sticker, then immediately scan the sticker again to end the sticker. 21

22 Scanning Basics - 2nd Count Mode When a scanner is set for 2nd Count mode, the stickers and merchandise scanned or keyed will replace those scanned in Regular mode. Stickers can be scanned in 2nd count mode first, and then regular mode. In this instance, the later version of the sticker is considered the 2nd count version. The latest version, regardless of the mode it was counted in, is always the accepted version. If you do choose 2nd Count Mode, you must take the scanner out of 2nd Count mode if you want to return to regular count mode. 1. From the Enter Employee ID screen, press the Menu button, on the TouchScreen, and a sub-menu will appear. 2. From the sub-menu, press 2nd Count Mode or highlight the option using the arrow keys and press ENT (Enter). 3. The scanner will display a warning: a. Press Yes to enter 2nd Count mode. The ***2nd Count*** Enter Employee ID screen will be displayed. b. Press No to exit and return to the Enter Employee ID screen. 4. Key your 1 7 Character ID and press ENT (Enter). The ***2nd Count*** Scan Hart Sticker screen will be displayed. NOTE: In addition to displaying ***2nd Count*** at the bottom of the screen, the screen color will change from blue ( Regular mode) to red ( 2nd Count mode). 22

23 Scanning Basics - 2nd Count Mode 2nd Counts: 5. You will be required to conduct 2nd Counts on all stickers in the warehouse. You will not be able to close your inventory without all stickers being 2nd counted. The scanning procedure for 2nd count mode is the same as regular count mode. After all the merchandise has been counted and the sticker is ended, the Write On Sticker screen will be displayed. Write on the Fixture sticker the information displayed on the Scanner screen. If you wish to continue in 2nd count mode, simply scan the next sticker. If you want to exit 2nd count mode, tap the menu button and deselect 2nd count. This will return the scanner to regular count mode. 23

24 Scanning Basics - Training Mode TRAINING MODE When a scanner is set for Training mode, the stickers and merchandise bar codes scanned or keyed will NOT be included on any reports or other output. If you do choose Training Mode, you must take the scanner out of Training mode before live scanning is to begin. This will ensure data scanned is not lost. 1. From the Enter Employee ID screen, press the Menu button, on the TouchScreen, and a sub-menu will appear. 2. From the sub-menu, press Training Mode or press ENT (Enter). 3. The scanner will display a warning: a. Press Yes to enter Training mode. The ***Training*** Enter Employee ID screen will be displayed. b. Press No to exit and return to the Enter Employee ID screen. 4. Key your 1-7 Digit Employee ID and press ENT (Enter). The ***Training*** Scan Hart Sticker screen will be displayed. NOTE: In addition to displaying ***Training*** at the bottom of the screen, the screen color will change from blue ( Regular mode) to orange ( Training mode). 24

25 Log-Out & Close Scanners End Associate Scanning Session: When an Associate has completed their scanning assignments, they should log-out and return the Scanner to the Manager. At the Scan Hart Sticker screen press the Logout button on the touchscreen and the Scanner will return to the Enter Employee ID screen. NOTE: If there are stickers in the Scanner that have not yet been transmitted, (for example, Associate is logging out while out of range of the Access Point) the Scanner must be brought back into range before the Associate can log out. Close-Out Scanner: If a Scanner is no longer needed for your Inventory, it must be closed out. 1. From the Enter Employee ID screen, press the Close Scanner button on the touchscreen to close the Scanner. 2. Follow the Scanner instructions. The Scanner will return to the Scan Hart ID screen. 25

26 View Reports Throughout your Inventory, you can obtain detailed information by viewing various reports via the Zebra/Hart website. These reports are very useful in controlling the various aspects of the Inventory. Accessing Online Reports: 1. Log-in to or 2. Click on the RED Client Login button, on the upper right side of the screen. 3. Enter your User Name and Password (both entries must be in lowercase) and then press ENTER or click on the OK button. 4. Click in the Enter Store Number field and enter your store number. 5. Press TAB to advance to the Enter Password field. Enter your storespecific password and press ENTER or click on the OK button. 6. You will now be connected to the Inventory Overview for your store. Your store number and store name will be displayed on the top. Clicking on any of the underlined items will drill-down to more details in that category. 7. You can access additional reports for your store by clicking on All Reports, located at the upper left corner of the screen, and making your selection from the drop-down menu. 8. On the upper right hand side of the report screen is a button to format the report for printing. Click on this link if you wish to print any of the reports. 9. To exit out of one report, click on the CLOSE button at the top of the screen and this will bring you back to the Inventory Overview. NOTE: To Refresh a report you are currently viewing, simply click on the button at the top right of the screen. 26

27 View Reports Screenshot of All Reports Dropdown Viewed from Inventory Overview 27

28 Sticker Summary Report This report displays the date/time. Device #, scan duration, employee ID and total units scanned on each of the stickers sent to Zebra. Clicking on any sticker number will drill-down to the Sticker Detail Report for that sticker. Sticker Detail Report This report displays the Carroll Tire Item #, the UPC or MSPN if one was scanned, the description and the quantity for each item on the sticker. Not On File Report This report displays the Not on File Item # that was captured, the units and the sticker. Missing Stickers Report This is the most important report, since it lists all of the stickers that are Missing (have not been scanned and transmitted to Zebra). Check the following items on this report: All stickers that are listed under the Missing Stickers column must be either scanned or identified as Not Used. Process any Not Used stickers as Empty Stickers. Reminder: Any stickers that have been scanned but have not yet been sent to Zebra may still appear as Missing on this report; therefore, be certain that all Scanners are not displaying any P # s. Empty Stickers Report This report displays all of the stickers that were scanned as empty (no merchandise). This report is used to check that all fixtures that were scanned as empty are actually empty fixtures. Be certain that all Scanners are not displaying any P # s. Corrections Audit Trail Report This report displays the summary of any corrections to the amount of units counted on a sticker. Device Activity Report Internet Reports This report displays the date/time, device number, function (registered or sent data) total stickers, total units and the Associate using the device. 28

29 Internet Reports Rescanned Sticker Report This report lists all of the stickers that were rescanned (scanned more than once). The most current scanning of a sticker is always the one that is accepted. It is indicated by three asterisks (***). NOTE: If you see that an Associate is continually rescanning stickers, especially if there are multiple occurrences of the same sticker, you should follow up with that Associate to see if he or she needs additional instruction. Item Locator Report Search for specific bar codes or item numbers and stickers associated with item. Original Count/2nd Count Date/Time Scanned Report This report shows the Employees that conducted the original count and 2nd count of each sticker, and the date and time of each scan. Stickers by Employee Report This report shows the Sticker, mode it was counted, date/time, device and units for all stickers for a particular employee. 2nd Counted Stickers in Variance & 2nd Counted Stickers - No Variance These reports show the sticker, original units, 2nd count units, variance item #, variance units and current units for all stickers that have been 2nd counted. The no Variance Report will not have any variance item #s or units. The All 2nd Counted Stickers Report shows these values for all 2nd counted stickers (variance or no variance). Variance Detail Report This report shows the sticker #, Item # description, original units, 2nd count units and the corrected keyed units for all items on a sticker that have a variance. This report displays only the items in Variance on the sticker. Variances To Be Corrected Report This report shows all Variances that have not had any corrections applied to them. NOTE: You may not close inventory with any variances remaining on this report. 29

30 Close Inventory Once you have finished scanning all of the merchandise on every shelf and rack in your warehouse and all data has been transmitted to Zebra, you can prepare to close the Inventory. You should review reports via the Zebra/Hart website and reconcile your Inventory results. You should have NO Missing Stickers and NO variances to be corrected. The system will not allow you to close the Inventory with missing stickers or variances to be corrected. Close the Scanners As the Inventory is coming to completion and you have confirmed the Scanners contain no PENDING transmissions, you can start to close the Scanners. Before closing the Scanners, make sure that you have: 2nd counted all stickers, and investigated all variances. Verified there are No Pending P s. Close the Inventory: 30

31 Close Inventory When you have verified that the Inventory has been completed, you can close the Inventory via the Zebra/Hart website. 1. At the main Inventory Overview screen, Select Inventory Functions from the blue menu bar on top and click on CLOSE INVENTORY. 2. Follow the instructions and prompts that are displayed. If there are any Missing Stickers or Stickers Outside the Range, a message will be displayed informing you that one or more of the above conditions exist. Click the Close button at the top right corner and you will return to the Inventory Overview. You must resolve these issues before you can close the Inventory. Contact the Zebra Client Care for assistance. 3. Once the Close Inventory process has been completed, click the refresh button on the Inventory Overview and the Inventory status will be displayed as Finished and your Inventory Close Confirmation Number for the Inventory will be available. 4. Complete any required information on the Control ID Form. 31

32 Ship Equipment Back to Zebra After you have completed your inventory, please box all the equipment back into the same box Zebra delivered. A pick-up from FedEx is scheduled for Monday morning after your inventory. Please find the FedEx shipping labels on the underside of the box flap, and affix the shipping label to send the box back to Zebra Retail Solutions. Tape the box closed. Remember to include all Scanners, Access Points, Air Cards, power cords and chargers. 32

33 PROBLEM/QUESTION What are the major talking points when training Store Associates? SOLUTIONS & TIPS Listen for any error tones. Focus on your area and pay close attention for accuracy and 2nd Count. Log-off from Scanner when finished with assignments, or taking a break. Can I use the touchscreen to answer pop-up messages on the Scanner? Yes, you can use the touchscreen or the ENT button to answer pop-up messages on the Scanner screen. What if the Scanner is not updating and sending sticker transmissions? Check the Access Point. It s possible it was disconnected, or check the P numbers on an Associate s Scanner and have Associate walk closer to Access Point to transmit. How do I know if a Scanner has transmitted successfully? The P will indicate pending transmissions. If there are no P# s on bottom of Scanner screen, then all data has been sent. See page 9. I m trying to scan a UPC, and can t get a read even though I m putting the imager close to the bar code. Don t scan too close to the barcode. The Imager works best 3-4 inches from the ticket bar code. If still can not scan, key enter the bar code on the Scanner. 33

34 EXHIBIT A 34

35 Fixture Sticker Control Log STORE NUMBER / NAME: AREA NAME FIXTURE STICKER NUMBERS ISSUED BEGINNING CONTROL NO. ENDING CONTROL NO. 1. This log is used to record the Fixture Stickers assigned to the various areas in the store. 2. The beginning and ending (9 digit) Sticker Control Numbers must be recorded as the stickers are assigned. If additional stickers need to be assigned during the Inventory, those stickers must also be posted to this log. 3. Keep this log near you for easy reference. 35

36 Fixture Sticker Control Log STORE NUMBER / NAME: AREA NAME FIXTURE STICKER NUMBERS ISSUED BEGINNING CONTROL NO. ENDING CONTROL NO. 1. This log is used to record the Fixture Stickers assigned to the various areas in the store. 2. The beginning and ending (9 digit) Sticker Control Numbers must be recorded as the stickers are assigned. If additional stickers need to be assigned during the Inventory, those stickers must also be posted to this log. 3. Keep this log near you for easy reference. 36

37 Thank you, and have a great inventory! 37

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