SpendMap User Guide (v14.8)

Field

Description

Select scan type for each area

•There are three ways (methods) to get scanned barcode information into SpendMap. Since your preferred scanning method may be different for each transaction type, you can select a different method for each transaction type here.

•Your selection will affect what happens when you click the [SCAN BARCODE] button in the applicable area of the system.

About the options...

1) Single Process:  As soon as the barcode is scanned, the scanned information is fed into SpendMap and you will be brought to the applicable data entry screen. The item or asset code will be filled in on the screen and other fields will be defaulted, where possible, such as the description, date, etc. When the transaction is processed, you will be prompted for the next scan. When would I use this? This option is used when you have an on-line barcode scanner (i.e. directly attached to the computer) and you wish to be prompted to enter the remaining transaction details as soon as the item is scanned.  That is, you will [scan > enter details, scan > enter details], and so on. This option is commonly used when processing a limited number of items that are in relatively close proximity to your computer. For example, you may be taking a few items out of stock. 2) Batch Process:  When items are scanned, they will be added to a “pending scan batch”. Once all the scanning is complete, you can double-click on each line (scan) in the batch to process the transaction and you will be brought to the applicable data entry screen to complete the remaining details of the transaction.  The applicable item or asset code will be filled in on the screen and other fields will be defaulted, where possible, such as the description, date, etc. When would I use this? This option is used when you have an on-line barcode scanner (i.e. directly attached to the computer) but do not wish to be prompted to enter the remaining transaction details with every item scanned. That is, you will [scan, scan, scan > enter details for all items in the batch]. This option is commonly used when processing a large number of transactions that are in relatively close proximity to your computer. For example, you may receive a large shipment of goods, wish to scan all of the items received, and then enter the quantities and other details after all the scanning is done. 3) Importing Scans:  When you click [SCAN BARCODE], the applicable import function will be launched. This is equivalent to selecting the menu option for the applicable import function. For details, see Import Usages or Import Inventory Count or Import Asset Count. When would I use this? This option is used when you have an off-line barcode scanner (i.e. NOT directly attached to the computer). In this case, you will configure your scanner to accumulate all relevant data, which can then be imported (dumped) into SpendMap for processing. For example, you may use an off-line scanner for your physical inventory counts that allows you to walk through the warehouse, scan items, and enter the quantities on the barcode reader’s built-in keypad. The item codes, quantities and any other details collected can then be imported into the Inventory Count Work Area for processing.

Action for barcode BATCH scan errors

•This determines what will happen if using Batch Process (see previous setting, above) and SpendMap cannot recognize the scanned item.

Audible tone for successful barcode BATCH scan?  (desktop only)

•This determines whether or not you will hear a tone (beep) for each successful scan if using Batch Process when using the desktop application.

•The tone can eliminate the need to look at the screen to confirm that the scan was successful.

Allow assigning of UPC barcodes on-the-fly during on-line scanning?

•This option can be used to allow adding of supplier UPC barcode numbers to items in Item Master File on-the-fly as you work in SpendMap.

•When this box is checked, if you scan a valid UPC number that is not yet associated with an item, you will be prompted to select the applicable item and supplier codes. The UPC will then be associated with the item for future scanning.

•This feature saves you from having to exit the area you are working in to go to the Item Master File to set up UPC numbers but the end result is the same.

Default quantity to (1) one when scanning items?

•Eliminates the need to enter the quantity for each transaction if you typically scan each item separately (as opposed to scanning only the first of many items and then entering the quantity separately).