User guide
208 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
PROCESSING STEPS VIEW
The major elements of this view are as follows:
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ent Selectionent Selection
ent Selectionent Selection
ent Selection—Listed at top (title bar) of the view. The
currently selected store’s mnemonic is displayed in parenthesis.
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Upload ButtonUpload Button
Upload ButtonUpload Button
Upload Button—Select to upload all scans into SPOT.
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Step Select ButtonStep Select Button
Step Select ButtonStep Select Button
Step Select Button—Select to choose a step. Disappears when
items are scanned and waiting for upload.
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Scan Invoice FieldScan Invoice Field
Scan Invoice FieldScan Invoice Field
Scan Invoice Field—Cursor flashes here when the scanner is
waiting for an invoice scan.
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Scan Location FieldScan Location Field
Scan Location FieldScan Location Field
Scan Location Field—Currently not supported in SPOT.
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Ok ButtonOk Button
Ok ButtonOk Button
Ok Button—Used to accept a manually entered invoice number.
Setup
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1 Select the
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ocessing Stepsocessing Steps
ocessing Stepsocessing Steps
ocessing Steps function.
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2 Press the Step Select button.
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3 Highlight the desired step, press Accept.
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4 If prompted, highlight the desired store and press Accept.
Scanning
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1 Press either Scan Trigger to scan an invoice.
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2 Repeat the process for each order in the selected step.
NOTE: The system will remove the Step Select button with the first
scan, and will reinstate this button after a successful upload. This
means that orders for only one step at a time may be processed
between uploads.
Transferring
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1 Dock SPOTscan in the charger docking base.
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2 From the Home Page press the Process Steps button.
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3 Select the correct step (must exactly match the selected step in
SPOTscan).
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4 Press the Start Sync button from the dialog.
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5 Press the Sync button on SPOTscan touch screen.
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6 Data is then transferred to SPOT.
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7 Orders are automatically racked and displayed.
CHANGING THE ACTIVE STEP AND STORE
The Step Select view is invoked when the Step Select button is pressed.
The Store Select view is invoked when a process step is selected that
prompts for the store mnemonic (see Adding a New Step).