osScan: How to buy, setup, and use osScan for OneSource (MS Access version) or 1place

Adding/Editing User Accounts

Settings -> User Settings
You will see a drop down for selecting a user.  Select the user you want to edit and click "Edit User" or click "Add New User" to add a new one.

User Profile

Admin: Grants full access to restricted screens.  Allows this account to authorize credits
Block Entry of Items Not on PO: If checked, will prevent this particular user account from scanning items that are no on the PO being scanned
Default Warehouse: Default warehouse that will be used whenever warehouse specific functions are being performed
OneSource (or 1place) User: This user's user account in OneSource (or 1place).  All user accounts must have one for proper tracking.
Access: This is a full list of all the screens in the system.  The user will have access to them if they are checked.

Company Settings

This screen contains company wide settings for the system.
It is located at Settings -> Company Settings

Time Zone: Set to time zone for you company to keep times in sync on various pages and procedures.
Scan Items into Bin Locations: Determines if you are required to scan a location when receiving a PO.  This should
Bin Scanning Sets Item Location Field: Determines if bin counts and bin transfers will adjust the items "default" location field (in addition to its bin)
Inventory Count Sets Item Type to Inventory: Determines if counting an item automatically changes that items type to "Inventory"
User Serial: Determines if you will be prompted to enter serial number when scanning items on various screens
Number of Dashes in Location: Number of dashes the system will expect  to see when scanning a bin/location.  If the scan has a different amount you will receive a warning.
Item Number Used for Custom Credits: Item number used in your system for requesting custom credits.  An item should specifically be setup to handle this to keep things organized.
Default Reason for Custom Credits: Credit requests need a stated reason, this is the default for custom credits.
Prevent Manual Changing of Quantity: Determines if the system will block you from changing quantity manually on various fields via the keyboard.
Allow Damaged Item Inspections: Determines if an item can go through the inspection process and be marked "damaged"
Put Away Returns Default Date Range in Days: Default date range that will be used on the Put Away Returns screen
Picking Default Date Range in Days: Default date range used for picking
Notification Emails: Emails to receive notice.
Remove Remaining Items with No Bin After Count: If checked, after counting a bin any item scanned will have all remaining inventory that is NOT IN A BIN removed.  IE if you have 5 of item X with no bin/location and you do a bin count and put 3 in the bin, the remaining 2 will be entirely removed from your inventory

How to use the Scan Orders for Delivery screen

• NOTE: It is recommended that you have any linked PO's received so that dispatching can properly ship items after performing this scan

1. Open and login at https://osscan.osonlineorders.com/
2. Choose Sales Orders
3. Choose Ship Order
4. Choose Scan Orders for Delivery
5. Click Next
6. Enter Driver name
7. Click Next
8. Enter Dispatch or manifest number (optional)
9. Click Next
10. Scan pick tickets in delivery order 
11. Click Next
12. Scan items as they are loaded for delivery
13. Click Finish
14. Open the Dispatching Screen in OneSource on a PC. (Or the Shipping / Receiving screen in 1place).
15. Click Print Manifest
16. Choose the driver from the drop down
17. Choose the dispatch/manifest number. (If the number was auto created it will be in this format: YY.MMDD_Driver_run number (example 18.0626_donny_1)
18. Choose your manifest printing option and click print

How to use the Receive PO to Bins screen

This feature works where the user has items to be recieved on a PO and will put the items directly on the shelf before receiving them into stock.

This feature SHOULD NOT be used if the PO has already been received. For that functionality see the "How to use the Bin Transfer screen" section below

1. Open and login at https://osscan.osonlineorders.com/
2. Choose Purchase Order
3. Choose Receive PO to Bins
   
4. Enter or scan PO# into PO# field
5. Click Locate PO
6. When PO supplier data appears click Scan Now
7. Scan the bin where the item will be located for future pulling
8. Scan the item number
9. Repeat steps 7-8 until finished
10. Click Done
11. Reconcile data
12. Click Done

How to use the Return items > Request Credit screen

This screen is used to request admin approval for Invoice line items or to submit a request for a custom amount

For non-custom amounts

1. Open and login at https://osscan.osonlineorders.com/
2. Choose Sales Orders
3. Choose Return Items
4. Choose Request Credit
5. Scan or enter the Invoice Number
6. Click Next
7. Scan or select the item(s) from the list that are available for return 
8. Click Request Authorization
   An email is sent to the administrator for approval. You will see the pending Credit Authorization
   

How to use the Return items > Credit Authorization screen

This screen varies depending on the user's access level (admin or non-admin)

Non Admin Users: 
This would be used to see all pending credit authorizations, and to see all credits processed by OSScan in the last 48 hour period

1. Open and login at https://osscan.osonlineorders.com/
2. Choose Sales Orders
3. Choose Return Items
4. Choose Credit Authorization
   
5. Click Go Back to exit

How to use the Bin Transfer screen

This feature will transfer items from one bin to another.

1. Open and login at https://osscan.osonlineorders.com/
2. Choose Inventory
3. Bin Transfer
   
4. Enter or scan Location # in to the Location field.
5. Enter or scan Item # in to the Item field.
6. Click Next. (You must enter an actual location and item number above to proceed)
7. The next screen will tell you how many of the item you have in that location.
8. Choose "All" to move all the items to another bin or choose "Enter Qty" to select how many you want
1. If you selected "Enter Qty", enter the quantity you want to move in the box that appears and Click Next
   
9. Scan each of the items you are moving
10. Click Next
    
11. Scan the new Location and click Finish.