Delivery Handheld - Start-of-Day Check Out

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This option is used to count inventory that has been loaded onto the user's truck at the beginning of the day, since drivers may be charged for missing inventory during route reconciliation, it is important that a driver be held accountable only for inventory that was verified to be on their truck at the start of the day. The count should be performed after transfers have been received after a driver has full-synced in the morning and before they head out on their route. This functionality is used so that while still at the loading dock, a driver and their warehouse supervisor will work together to verify the starting levels on the driver’s truck.

The ability to use the check out option will only be available if all transfers to the truck have been received and any transactions that affect inventory (deliveries, reloads, cuts or write-offs) have not been performed. The checkout can only be performed once. At any point during the checkout, the driver may "void" the checkout and start over. It is possible to exit the form at any time; however, any already entered counts will not be saved.

There is no password required to enter into the start-of-day checkout. The initially listed items are those which have expected levels.

Since a particular item may be in several areas (e.g. bays) of a truck, there is a handy “+” option on the soft keypad. This is used to “add” a value to an already-entered count. For example: A driver scans item X and counts 10. Later they find 20 more of item X in a different truck bay. The driver makes sure item X is highlighted (e.g. by scanning it), enters 20, and uses the “+” option. Note that “+” is also the default way in which values are committed … i.e. if the driver enters a new value for a count and moves off the entry field, then the new value is added into the existing value.

Once the driver has entered counts for all items they find on the truck, they Validate the counts. If the counts do not match the expected levels, a message will be displayed. From there, the driver can select NO to simply return to the counting process, or select YES to view details for the discrepancies that were detected. The discrepancies are highlighted in red.

After the driver or supervisor accept the entered counts by selecting Accept Counts. If there were discrepancies and the driver and supervisor click Accept counts, they are then notified that the entered counts will be used to update the truck levels and are asked how many receipts they would like printed. The driver may cancel when prompted for the number of receipts to print. Upon canceling the driver is returned to the process of fixing or validating counts. The driver is not allowed to leave the start-of-day checkout process until their receipts have successfully printed. If receipts fail to print (e.g. a Bluetooth printer is out-of-range), they may try again. If receipts cannot be printed, then the driver’s only option is to leave the form by voiding any counts that were entered.

The check out quantities are not saved within the system. The only record of agreed upon counts is the printed receipt.

Adjustments to the levels are posted into the system through transfers that “add” and/or “cut” inventory for items that had discrepancies. Notes on such transfers are stamped to indicate that they were generated via the start-of-day checkout.

For a tutorial video, see eoMobile Video Tutorial - Start-Of-Day Checkout (Drivers).

How-To Check Out

  1. From the delivery handheld's main page, click the hyperlink Truck.
  2. Select Check Out.
  3. Type in the quantities for the listed items (items are populated from the product transfers at the beginning of the day). If an item is added by mistake, it is impossible to delete it. To fix an un-needed item on the list without losing all counts, type in a zero quantity.
  4. When finished making changes, click the hyperlink Validate Counts. The system will compare the counts to the expected inventory levels based on the transfers.
  5. If there are discrepancies, either edit the counts as entered or resolve the discrepancies.
    1. Editing the counts will return the user to the check out screen where they can edit the quantities they previously entered.
    2. Resolving the Discrepancies will display two additional column "Expected" and "OS". These columns show the expected level and the discrepancy. At this point, the driver and the Warehouse Manager work together to determine the actual inventory levels on the truck. When finished, click the hyperlink Accept Counts. Transfer tickets will be generated to adjust the expected levels and a receipt will be printed to the attached handheld printer. The actual inventory levels will display during the user's deliveries and off-truck orders.

Start-of-day checkout.jpg

Corrective Actions

Loadsheets cannot be printed from the backend

An inventory worksheet can be printed from the handheld and used as a check out sheet. Note that the inventory worksheet does not break out product by bay and has quantity information (i.e.: does not make a “blind” count possible).

Adjustments cannot be made from the back-end

Use the cut (i.e.: cut product off the truck) and reload (i.e.: put product on the truck) functionality of the handheld to make these adjustments to the truck load. This will ensure that the inventory levels (available to the driver during offtruck order entry) are correct. If a warehouse inventory is taking place, the cut and reload tickets transmitted during the full-sync will need to be manually included in the closed batch to address inventory discrepancies.

Added January 2012: When a driver enters a bottle amount greater than the product's pack size, checkout will automatically group the case amount of bottles into 1 case. The discrepancy below will therefore be avoided.