Mobile Manager 100 - McKesson · Set the container aside: item in another container. If you do,...

Mobile Manager 100 User Guide

©2006 McKesson Corporation

Mobile Manager 100 Contents

User Manual ii

Contents 1 - Introduction ..............................................................................................................................................................................................................3

General Mobile Manager Notes....................................................................................................................................................................................................3 2 - Receiving...................................................................................................................................................................................................................4

Synchronization...............................................................................................................................................................................................................................4 Receiving Items ...............................................................................................................................................................................................................................4 Submit ...............................................................................................................................................................................................................................................6 Special Receiving Situations..........................................................................................................................................................................................................7

3 - Ordering ....................................................................................................................................................................................................................9 Start an Order ..................................................................................................................................................................................................................................9 Scan Items.......................................................................................................................................................................................................................................10 Submit .............................................................................................................................................................................................................................................12 Manually Enter an Item Identifier..............................................................................................................................................................................................13 Add Items Using the Search Catalog.........................................................................................................................................................................................13

4 - Catalog .....................................................................................................................................................................................................................15 Look Up Items ...............................................................................................................................................................................................................................15 Quick Item Information ...............................................................................................................................................................................................................16 Item Detail ......................................................................................................................................................................................................................................16

5 - Returns.....................................................................................................................................................................................................................17 Start a Return .................................................................................................................................................................................................................................17 Scan Items.......................................................................................................................................................................................................................................18 Submit .............................................................................................................................................................................................................................................20 Manually Enter an Item Identifier..............................................................................................................................................................................................20 Add Items Using the Search Catalog.........................................................................................................................................................................................21

6 - Interdepartmental Billing (IDB) .........................................................................................................................................................................23 Start an IDB Document ................................................................................................................................................................................................................23 Add Items to the IDB Document ................................................................................................................................................................................................24 Submit .............................................................................................................................................................................................................................................26 Manually Enter an Item Identifier..............................................................................................................................................................................................26 Add an Item Using the Search Catalog .....................................................................................................................................................................................27

7 - Physical Inventory .................................................................................................................................................................................................29 Start a Physical Inventory File ....................................................................................................................................................................................................29 Add Items.......................................................................................................................................................................................................................................30 Submit .............................................................................................................................................................................................................................................32 Manually Enter an Item Identifier..............................................................................................................................................................................................32 Add an Item Using Catalog Search............................................................................................................................................................................................33

8 - Symbol® MC70 Device Overview......................................................................................................................................................................35 Device Features .............................................................................................................................................................................................................................35 Charging the MC70.......................................................................................................................................................................................................................36 Connecting the MC70 to your PC...............................................................................................................................................................................................37

Appendix A – Troubleshooting & Tips...................................................................................................................................................................39

Mobile Manager 100 Introduction

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1 - Introduction

General Mobile Manager Notes

• When you see the spinning color disc or the small M-Business client icon on the screen, the device is processing and cannot be used until the processing is complete.

• Tap the Home icon at the bottom of each screen to return to the Mobile Manager 100 Home screen.

• The tabs on the left side of the screen take you to the associated function, as if you had tapped the corresponding button on the Mobile Manager 100 Home screen.

• If the Mobile Manager 100 device screen goes dark while the device is NOT connected to the PC (not in a cup or a cradle, therefore not attached to a battery-charging power supply), simply press any button on the device, except the red Power button. The device has simply gone to sleep to preserve battery power. The default delay before sleeping is 2 minutes. The screen typically remains illuminated when the device is connected to a power supply.

Mobile Manager 100 Receiving

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2 - Receiving The Receiving module on the Mobile Manager 100 device allows you to record the physical receipt of ordered goods. You can physically scan the containers, the items, and cases, to receive orders. And you can record overages and shortages if they occur.

Synchronization

1 Place the Mobile Manager 100 device in the cradle.

2 Tap the M-Business Client icon on the Programs screen or the Start menu.

3 Tap the SYNCHRONIZE button on the Mobile Manager Home screen.

4 Tap the SYNCHRONIZE button once again after confirming that the Download Receiving Invoices option is selected.

5 Tap OK.

Receiving Items

6 Tap RECEIVING on the Mobile Manager Home screen. 7 Scan a container unit label (U######).

OR select a container from the list.

You must synchronize the device before receiving so that you have all the most recent acknowledgments and invoices.


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8 From the ITEM list, select a line to receive.

OR choose Scan Line or Scan Pieces from the list-box and follow the appropriate instructions below:

Scan Line:

• Scan a case: confirm the total number of cases of this type in the order. Tap Receive and go to step 9.

• Scan ONE of each item: a. Scan a barcode and visually confirm count. b. Scan next item OR Tap Receive after confirming

received count of this item in the tote.

Scan Pieces:

• Scan a case: it is received. Go to step 9. • Scan each item inside the tote:

Tap RECEIVE when the tote has been fully received.

9 Repeat steps 7 and 8 for all containers and items you need to receive.

Receiving Screen Notes • Container FIND button: You can use the container FIND button to locate a container

that contains a certain item. Then enter an item identifier (McK Item #, NDC, UPC, etc.) to search for a particular item. All the containers with that item are identified.

• Container PO FILTER button: The PO FILTER button for containers allows you to filter the container list so that only containers for a specified order are displayed.

• Remember that you can select the containers from the list, in addition to scanning the container label.

• ITEM Damaged checkbox: After scanning or selecting an item, check the Damaged box if the item is in a damaged state. This action records the fact that an item was received damaged.

Container functions


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• ITEM Filter checkbox: The ITEM Filter button limits the ITEM list for the currently selected container so that only items that have NOT yet been received are displayed. I.E. if the Filter box is checked, once you receive an item/line in a container, the line is no longer displayed in the ITEM list. If the ITEM Filter button is NOT checked, all items are displayed and received lines display a green check-mark.

• You can quickly receive ALL items in the container by tapping the RECEIVE ALL button once a container is selected. Please do this ONLY if you are absolutely certain that all items have been accounted for.

• Use the INVOICED ITEM button to view the item detail for the currently selected/scanned item.

• Tap the RESET button to clear all received data for the current container.

• Tap the REVIEW RCVD button to review all the lines/items in the container and their received state.

• The LINES and PIECES data displays the number of lines and pieces received for the current container.

Submit

10 After all items in a container have been received, tap READY TO SEND.

11 OR, tap the REVIEW RCVD button and tap the READY TO SEND button

12 Place the device in the cradle.

13 From the Home screen, tap SYNCHRONIZE. 14 Ensure that the Synchronize Data option is selected and tap the

SYNCHRONIZE button.

15 Once the data has been synchronized and the summary screen displays, tap the OK button.

Item and Other Receiving functions


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Special Receiving Situations

Shortages Receive the item:

a. Tap until the amount matches what you actually received.

b. Tap Receive.

If the quantity Received is less than the Invoiced quantity, you should…

• Receive the item and the rest of the container

• Set the container aside

• After you have received all containers, submit the discrepancy

Set the container aside:

You may find a matching “over” item in another container. If you do, adjust the Received quantity so it is correct.

Manual Entry a. Tap the ITEM list box and select

the item from the list of items in the container.

b. If receiving by pieces, tap until the quantity matches the amount in the container. OR if receiving by item, go to step c.

If an item doesn’t scan, set it aside until you have received the rest of the container, then…

c. Tap the RECEIVE button.


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Item Search With a container on screen, tap FIND.

Use the on-screen keyboard to enter the first three to four letters of the item name.

Tap FIND to perform the search. All totes containing the item display.

You can search for an item in the available containers.

Select the appropriate Container, enter the amount received, and tap Receive Item.

Mobile Manager 100 Ordering

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3 - Ordering The Ordering module on the Mobile Manager 100 device allows you to create and send orders for goods to McKesson. You can add items to orders by scanning, or by entering item identifiers (McKesson item #, NDC, UPC, etc.) or by searching for an item in the item database stored on the device. The order can then be sent for review or for processing, depending on the user-level access.

Start an Order

1 From the device Programs screen or Start menu, tap M-Business Client.

2 Tap ORDERING on the Mobile Manager Home screen.

If the Home screen does not display initially, you can tap the Ordering (O) tab on the left. The CREATE ORDER screen displays.

3 Choose an Acct.

4 Choose a Dept. (if any)

5 Input PO# (if any).

PO# can be up to 16 alphanumeric characters. If no PO# is entered, the PO# remains blank on the Mobile Manager 100 device.

6 Tap OK.

Tap the LIST ORDERS button to view all orders that are contained on the Mobile Manager 100 device.


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Scan Items

7 Scan the shelf or item barcode. The item details populate automatically. Note: If you encounter difficulties scanning an item, or if you need to order an item that you do not currently carry, see Search Catalog section below.

8 Tap the number to add the Quantity if needed. Note: You can also use the keypad on the device to enter values

9 Tap the Add to Order button. OR Go back to step 7 to scan the next item.

10 Repeat steps 7 – 9 to add more items. Note: to see all the items on your order, tap the REVIEW ORDER button.

Order Entry Screen Notes • If you try to add an item that is already on the order, you are presented with the option

to a) add the new quantity to the existing quantity; b) use the new quantity; c) use the quantity from the item on the order already. The option displays when you add the item to the order by pressing the ADD TO ORDER button or by scanning another item.

• Check the No Subs box to indicate that no substitutions should be made for the item. If the No Subs box is NOT checked, automatic substitutions can be made if set up.

• Check the Case box to indicate that the Qty you input is for the number of cases you wish to order. When the item is added to the order (by scanning another item or by tapping the ADD TO ORDER button), the order quantity is changed to the appropriate amount for the number of units in the number of cases ordered.

• When a valid item is identified after scanning, entering, or looking up an item, the item’s Description, ROQ, ROP, Velocity indicator, Purchase Price, Orders per year, and Average

As you add items to the order, the status line displays the number of lines and items on the order:

Keep this in mind: when the duplicate message displays, it’s regarding the item that is being added to the order, NOT the next item that you have scanned.


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Quantity display. This helps you confirm that the right item has been entered and the typical buying pattern for the item, if you have purchased previously.

• Tap the CLEAR button to clear the selected item from the screen. The item is not added to the order.

• Tap the ITEM DETAIL button to view detailed item, pricing, purchasing, and customer information for any selected item while in the ORDER ENTRY or REVIEW ORDER screens.

• Tap the EDIT PO# button if you need to add or change the PO# for the order. The EDIT ORDER INFO screen displays, allowing you to change the Acct#, Department, or PO#. Tap OK when you are done updating the order information, or tap CANCEL to exit the EDIT ORDER INFO screen without saving changes.

Review Order Screen Notes • Tap the ORDER ENTRY button to add more items.

• To delete an item from an order:

a. If you’re on the ORDER ENTRY screen, tap the REVIEW ORDER button. The REVIEW ORDER screen displays.

b. Check the box beside any item you wish to delete from the order. Note that if the order is large, all items may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the REVIEW ORDER screen.

c. Be sure you have selected the items you wish to delete. Once you tap the DELETE button in the next step, there is no UNDO!

d. Once you are certain the items you wish to delete are selected, tap the DELETE button. Each selected item is deleted and the REVIEW ORDER screen updates.

• You can change the order quantity for an item.

a. Tap the quantity value for the item whose order quantity you wish to change. The number box activates so that you can change the value.

b. Erase the old value and type the new order quantity.

c. Tap the screen anywhere there is white space away from the quantity box.

Use the screen navigation buttons to view more items on the order if there are more than fit on one screen.


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• Tap an item’s description to view the item’s ordering details. The ORDER ENTRY screen displays with the item’s ordering information (ROQ, Avg. Qty., etc.).

• Tap the SEND button to mark the order as Ready to Send (for Review or Purchase depending on the user rights you have).

• Tap to check an item’s select box, then tap the ITEM DETAIL button to view the full item detail for the selected item. You can view item, pricing, purchasing, and customer information for each item. Tap the OK button when you are finished viewing the detail.

Submit

11 Check the Ready to Send checkbox and tap OK.

You may be able to send the item for review or for purchase.

12 Or tap the REVIEW ORDER button and tap SEND after you have reviewed the items on the order.

13 Place device in cradle.

14 Tap the SYNCHRONIZE button on the Home screen.

15 Tap SYNCHRONIZE button after confirming the data to synchronize (Data and/or Invoices).

16 After a few moments of processing, the order is sent.


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Manually Enter an Item Identifier

a) Tap CLEAR to clear the screen.

b) Input the NDC or McK Item # using the number buttons or onscreen keyboard.

c) Tap the Qty box.

d) Return to step 8 on the previous page. The detail displays, allowing you to confirm the correct item has been entered.

Add Items Using the Search Catalog

a) Tap CATALOG on the ORDER ENTRY screen. b) Use the onscreen keyboard to enter the first three letters of

the item for which you wish to search. c) Tap the GO button. d) Items that match the search criteria entered display.

Select the item you wish to add to the order.

e) Tap the OK button at the bottom of the screen. The selected item is added to the order.

f) Return to step 8 in the Scan Items section on the previous

page.

Use the screen navigation buttons to view more results for the search.

You can look up items by NDC, UPC, Economost (McKesson Item #), Therapeutic Code, or Generic Code. The ALL option searches all the fields for matches.


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List Orders Screen Notes • To delete an order from the LIST ORDERS screen:

a. Check the box beside any order you wish to delete. Note that if there are many orders, all orders may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the LIST ORDERS screen.

b. Be sure you have selected the orders you wish to delete. Once you tap the DELETE button in the next step, there is no UNDO! Note that you can select multiple orders.

c. Once you are certain the orders you wish to delete are selected, tap the DELETE button. Each selected order is deleted and the LIST ORDERS screen updates.

• If an order has been marked to be SENT or for REVIEW, you can un-mark it by going back in to the order (tap the order on the LIST ORDERS screen), make sure the Ready to Send box is NOT checked, then tap the OK button.

• Tap the NEW button to begin a new order. The CREATE ORDER screen displays.

• To copy an existing order, select the order by checking its box, then tap the COPY button.

Mobile Manager 100 Catalog

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4 - Catalog The Catalog module on the Mobile Manager 100 device allows you to look up items in the database that resides on the device. You can look up items by several different criteria, including Description and various item identifiers. Once located, you can view quick details of an item or view the Item Detail for Purchasing, Pricing, and other information for the selected item.

Look Up Items

1 From the device Programs screen, tap the M-Business Client icon.

2 Tap CATALOG on the Mobile Manager Home screen.

If the Home screen does not display initially, tap the Catalog (C) tab on the left. The SEARCH CATALOG screen displays.

3 Choose the field by which you wish to search for items in the By: list.

4 Use the onscreen keyboard to enter the first three letters of the item for which you wish to search

5 Tap the GO button. The matching items list displays below the search criteria.



Mobile Manager 100 Catalog

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Quick Item Information

6 Tap an item in the matching items list to select it. The item is highlighted and item information displays below the list (the NDC displays initially).

7 Select the information you wish to display from the information list. You can view NDC, UPC, Economost (McKesson Item #), Therapeutic Code, or Generic Code.

Item Detail

8 Tap an item in the matching items list to select it. The item is highlighted and item information displays below the list (the NDC displays initially).

9 Tap the ITEM DETAIL button at the bottom of the screen. The ITEM DETAILS screen displays. You can scroll through the detailed information and also tap the tabs at the top of the screen to display more information. You can view ITEM, PRICING, PURCHASING, or CUSTOMER-specific information.

10 Tap the OK button when you are finished viewing the ITEM DETAILS.

Catalog Screen Notes • Tap the CLEAR button to clear the SEARCH CATALOG screen of all search criteria and

search results.

• Tap the OK or CLOSE button to exit the Catalog module, returning to the Home screen.

Mobile Manager 100 Returns

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5 - Returns The Returns module on the Mobile Manager 100 device allows you to create and send credit returns for items. You can scan or look up items to add to the return.

Start a Return


2 Tap RETURNS on the Mobile Manager Home screen. If the home screen does not display initially, tap the RETURNS (second R) tab on the left. The CREATE RETURN screen displays.

3 Choose Acct. 4 Choose Dept. (if any). 5 Input CR# (if any). 6 Input the Return PO# (if any).

7 Tap OK.

Tap the LIST RETURNS button to view all returns that are contained on the Mobile Manager 100 device.


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Scan Items

8 Scan the shelf or item barcode. The item details populate automatically.

9 Tap the amount you wish to return. Note: You can type a decimal.

10 From the list, select the Rtn Reason for the item.

11 If needed and available, input the Rtn Invoice (the invoice where the item was initially received).

12 Repeat steps 8 through 11 for all items you wish to place on the return.

Returns Entry Screen Notes • When a valid item is identified after scanning, entering, or looking up an item, the item’s

Description, Unit, Dosage Form, and Case Quantity display. This helps you confirm that the right item has been entered.

• Tap the CLEAR button to clear the selected item from the screen. The item is not added to the return.

• Tap the ITEM DETAIL button to view detailed item, pricing, purchasing, and customer information for any selected item while in the RETURN ENTRY or REVIEW RETURN screens.

• Tap the EDIT CR# button if you need to add or change the CR# for the return. The EDIT RETURN INFO screen displays, allowing you to change the Acct#, Department, or PO#. Tap OK when you are done updating the return information, or tap CANCEL to exit the EDIT RETURN INFO screen without saving changes.

Return Reasons: • Saleable Return • Received Defective • Overage (keep) • Overage (return) • Recall • Outdated • Shortage


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Review Returns Screen Notes • Tap the RETURNS ENTRY button to add more items.

• To delete an item from a return:

a. If you’re on the RETURNS ENTRY screen, tap the REVIEW RETURNS button. The REVIEW RETURN screen displays.

b. Check the box beside any item you wish to delete from the return. Note that if the return is large, all items may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the REVIEW RETURN screen.


d. Once you are certain the items you wish to delete are selected, tap the DELETE button. Each selected item is deleted and the REVIEW RETURN screen updates.

• You can change the return quantity for an item.

a. Tap the quantity value for the item whose return quantity you wish to change. The number box activates so that you can change the value.

b. Erase the old value and type the new return quantity.


• Tap an item’s description to view the item’s return details. The RETURNS ENTRY screen displays with the item’s return information (Unit, Qty, etc.).

• Tap the SEND button to mark the return as Ready to Send (for Review or Credit).


Use the screen navigation buttons to view more items on the return if there are more than fit on one screen.


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Submit

13 Tap to check the Ready to Send box after selecting the Review or Credit option. Then tap the OK button.

14 OR tap REVIEW RETURN and tap the SEND button. 15 Place the device in the cradle. 16 Tap the SYNCHRONIZE button on the Home screen. 17 Tap SYNCHRONIZE button after confirming the data to

synchronize (Data and/or Invoices). 18 When you return to the LIST RETURNS screen, the return will

have a status of Sent.


e) Tap CLEAR to clear the screen.

f) Input the NDC or McK Item # using the number buttons or onscreen keyboard.

g) Tap the Qty box.

h) Return to step 8 on the previous page. The detail displays, allowing you to confirm the correct item has been entered.


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Add Items Using the Search Catalog

a. Tap CATALOG on the RETURNS ENTRY screen.

b. Use the onscreen keyboard to enter the first three letters of the item for which you wish to search.

c. Tap the GO button.

d. Items that match the search criteria entered display. Select the item you wish to add to the return.

e. Tap the OK button at the bottom of the screen. The selected item is added to the return.

f. Return to step 9 on the previous page.

List Returns Screen Notes • To delete a return from the LIST RETURNS screen:

a. Check the box beside any return you wish to delete. Note that if there are many returns, all of them may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the LIST RETURNS screen.

b. Be sure you have selected the returns you wish to delete. Once you tap the DELETE button in the next step, there is no UNDO! Note that you can select multiple returns.

c. Once you are certain the returns you wish to delete are selected, tap the DELETE button. Each selected return is deleted and the LIST RETURNS screen updates.

• If a return has been marked to be SENT or for REVIEW, you can un-mark it by going back in to the return (tap the return on the LIST RETURNS screen), make sure the Ready to Send box is NOT checked, then tap the OK button.




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• Tap the NEW button to begin a new return. The CREATE RETURN screen displays.

• To copy an existing return, select the return by checking its box, then tap the COPY button.

Mobile Manager 100 Interdepartmental Billing

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6 - Interdepartmental Billing (IDB) The Interdepartmental Billing module on the Mobile Manager 100 device allows you to create invoices and credits for departments for which you order products from McKesson.

Start an IDB Document


2 Tap IDB on the Mobile Manager Home screen. If the Home screen does not display initially, tap the IDB (I) tab on the left. The CREATE IDB screen displays.

3 Choose an IDB Acct Name. The IDB Acct# and Pricing Acct # fill in.

4 Choose Invoice Type: Invoice or Credit. 5 Input Invoice #. 6 Input Doc Text (if any).

7 Tap OK.

Tap the LIST IDB button to view all doucments that are contained on the Mobile Manager 100 device.


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Add Items to the IDB Document


9 Tap the number to add the Qty if needed. Note: You can also use the keypad on the device to enter values

10 Select Package or Dose from the list for the proper quantity type for the item.

11 Select the Dispense Date from the list calendar.

12 Tap the ADD TO IDB button. OR Go back to step 8 to scan the next item.

13 Repeat steps 8-12 to add more items. Note: to see all the items on your idb document, tap the REVIEW IDB button.

IDB Entry Screen Notes • When a valid item is identified after scanning, entering, or looking up an item, the item’s


• Tap the CLEAR button to clear the selected item from the screen. The item is not added to the IDB document.

• Tap the ITEM DETAIL button to view detailed item, pricing, purchasing, and customer information for any selected item while in the IDB ENTRY or REVIEW IDB screens.

• Tap the EDIT INV# button if you need to add or change the INV# for the document. The EDIT IDB INFO screen displays, allowing you to change all the IDB document information. Tap OK when you are done updating the IDB information, or tap CANCEL to exit the EDIT IDB INFO screen without saving changes.


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Review IDB Screen Notes • Tap the IDB ENTRY button to add more items.

• To delete an item from a document:

a. If you’re on the IDB ENTRY screen, tap the REVIEW IDB button. The REVIEW IDB screen displays.

b. Check the box beside any item you wish to delete from the document. Note that if the document is large, all items may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the REVIEW IDB screen.


d. Once you are certain the items you wish to delete are selected, tap the DELETE button. Each selected item is deleted and the REVIEW IDB screen updates.

• You can change the document quantity for an item.

a. Tap the quantity value for the item whose quantity you wish to change. The number box activates so that you can change the value.

b. Erase the old value and type the new quantity.


• Tap an item’s description to view the item’s document details. The IDB ENTRY screen displays with the item’s return information (Unit, etc.).

• Tap the SEND button to mark the document as Ready to Send.




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Submit

14 Tap to check the Ready to Send box; then tap the OK button.

15 OR, tap the REVIEW IDB button, then tap SEND. 16 Place device in cradle. 17 Tap the SYNCHRONIZE button on the Home screen.

18 Tap the SYNCHRONIZE button after confirming the data to synchronize (Data and/or Invoices).

19 If you return to the LIST IDB screen, the document will have a Status of ACK.


a. Tap CLEAR to clear the screen.

b. Tap the NDC or McK Item # using the number buttons or onscreen keyboard.

c. Return to step 9 on the previous page. The

detail displays, allowing you to confirm the correct item has been entered.


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Add an Item Using the Search Catalog

d. Tap CATALOG on the IDB ENTRY screen.

e. Use the onscreen keyboard to enter the first three letters of the item for which you wish to search.

f. Tap the GO button.

g. Items that match the search criteria entered display. Select the item you wish to add to the document.

h. Tap the OK button at the bottom of the screen. The selected item is added to the document.

i. Return to step 9 on the previous page.

List IDB Screen Notes • To delete an IDB document from the LIST IDB screen:

a. Check the box beside any document you wish to delete. Note that if there are many documents, all of them may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the LIST IDB screen.

b. Be sure you have selected the documents you wish to delete. Once you tap the DELETE button in the next step, there is no UNDO! Note that you can select multiple documents.

c. Once you are certain the documents you wish to delete are selected, tap the DELETE button. Each selected document is deleted and the LIST IDB screen updates.




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• If a document has been marked to be SENT, you can un-mark it by going back in to the document (tap the document on the LIST IDB screen), make sure the Ready to Send box is NOT checked, then tap the OK button.

• Tap the NEW button to begin a new IDB document. The CREATE IDB screen displays.

• To copy an existing document, select the document by checking its box, then tap the COPY button.

Mobile Manager 100 Physical Inventory

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7 - Physical Inventory The Physical Inventory module on the Mobile Manager 100 device allows you to create and populate physical inventory forms for items that you stock.

Start a Physical Inventory File


2 Tap PHYSICAL INVENTORY on the Mobile Manager Home screen. If the Home screen does not display initially, tap the PHYSICAL INVENTORY (P) tab on the left. The CREATE PHYSICAL INVENTORY screen displays.

3 Choose the Acct. 4 Choose a Dept. (if any). 5 Input REF# (if any). 6 Tap OK.

Tap the LIST PHY INV button to view all inventory files that are contained on the Mobile Manager 100 device.


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Add Items


8 Tap the amount for the inventory. Note: You can type a decimal if you use the Package type. Doses must be whole numbers.

9 From the list, select Package or Dose. 10 Repeat steps 7 through 9 for all items in the physical inventory

file.

Physical Inventory Entry Screen Notes • When a valid item is identified after scanning, entering, or looking up an item, the item’s


• Tap the CLEAR button to clear the selected item from the screen. The item is not added to the physical inventory file.

• Tap the ITEM DETAIL button to view detailed item, pricing, purchasing, and customer information for any selected item while in the PHYSICAL INVENTORY ENTRY or REVIEW PHYSICAL INVENTORY screens.

• Tap the EDIT REF# button if you need to add or change the REF# for the physical inventory file. The EDIT PHYSICAL INVENTORY INFO screen displays, allowing you to change all the inventory file information. Tap OK when you are done updating the information, or tap CANCEL to exit the information screen without saving changes.


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Review Physical Inventory Screen Notes • Tap the PHY INV ENTRY button to add more items.

• To delete an item from an inventory file:

a. If you’re on the PHYSCIAL INVENTORY ENTRY screen, tap the REVIEW PHY INV button. The REVIEW PHYSICAL INVENTORY screen displays.

b. Check the box beside any item you wish to delete from the inventory file. Note that if the file contains many items, all items may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the REVIEW PHYSICAL INVENTORY screen.


d. Once you are certain the items you wish to delete are selected, tap the DELETE button. Each selected item is deleted and the REVIEW PHYSICAL INVENTORY screen updates.

• You can change the inventory quantity for an item.

a. Tap the quantity value for the item whose quantity you wish to change. The number box activates so that you can change the value.

b. Erase the old value and type the new quantity. Note that you CANNOT change the Package/Dose option here. That can only be done in the PHYSICAL INVENTORY ENTRY screen.


• Tap an item’s description to view the item’s document details. The PHYSICAL INVENTORY ENTRY screen displays with the item’s inventory information (Unit, Qty, etc.). You can change the Package/Dose indicator here.

• Tap the SEND button to mark the inventory file as Ready to Send.




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Submit

11 Tap to check the Ready to Send box; then tap the OK button.

12 OR, tap REVIEW PHY INV, and tap SEND. 13 Place device in cradle.

14 Tap SYNCHRONIZE button on Home screen.

15 Tap SYNCHRONIZE button after confirming the data to synchronize (Data and/or Invoices).

16 When you return to the LIST PHY INV screen, the file will have a status of Sent.


a. Tap CLEAR to clear the screen.

b. Tap the NDC or Mck Item # using the number buttons or onscreen keyboard.

c. Return to step 8 on the previous page. The

detail displays, allowing you to confirm the correct item has been entered.


User Manual 33

Add an Item Using Catalog Search

a. Tap CATALOG on the PHYSICAL INVENTORY ENTRY screen.

b. Use the onscreen keyboard to enter the first three letters of the item for which you wish to search.

c. Tap the GO button.

d. Items that match the search criteria entered display. Select the item you wish to add to the file.

e. Tap the OK button at the bottom of the screen. The selected item is added to the file.

f. Return to step 8 on the previous page.

List Physical Inventory Screen Notes • To delete a physical inventory file from the LIST PHYSICAL INVENTORY screen:

a. Check the box beside any inventory file you wish to delete. Note that if there are many files, all of them may not display on one screen. Navigate to other screens using the screen navigation buttons at the top of the screen.

b. Be sure you have selected the files you wish to delete. Once you tap the DELETE button in the next step, there is no UNDO! Note that you can select multiple files.

c. Once you are certain the files you wish to delete are selected, tap the DELETE button. Each selected file is deleted and the screen updates.

• If an inventory file has been marked to be SENT, you can un-mark it by going back in to the file (tap the file on the LIST PHYSICAL INVENTORY screen), make sure the Ready to Send box is NOT checked, then tap the OK button.




User Manual 34

• Tap the NEW button to begin a new inventory file. The CREATE PHYSICAL INVENTORY screen displays.

• To copy an existing file, select the file by checking its box, then tap the COPY button.

Mobile Manager 100 Symbol MC70 Device Overview

User Manual 35

8 - Symbol® MC70 Device Overview The Mobile Manager 100 device, the Symbol MC70, is a high-powered personal digital assistant that has been customized to bring you the next-generation hand-held device for McKesson customers. This section describes general features of the MC70 device.

Device Features

Figure 8-1 Figure 8-2


User Manual 36

Figure 8-4

Figure 8-3

Figure 8-5

Charging the MC70

You may have one of two attachments to the MC70 that allow for charging and connecting the device to your PC.

Cradle The Cradle is a desktop device in which you place the MC70 for charging and connection. When the device is in the cradle (Figure 8-3), and the cradle is connected to the wall via the included power supply (see Figure 8-4 to the right), the MC70 will charge if needed. The Charge Status LED blinks amber if charging is occurring. When the MC70 is fully charged, the LED will burn steadily amber. If the LED is not lit, the MC70 is not connected to the cradle, or is not seated correctly in the cradle.

A spare battery charging slot is located at the rear of the cradle. The LED at the front (the icon on the left side of the label) indicates the state of the spare battery charger (Not Illuminated = no spare present and/or not seated correctly; blinking = battery present and charging; steadily burning = present and charged).

Cup The cup is primarily a small-profile connection cable that attaches to the bottom of the MC70, providing connection to the PC via USB cable and optionally providing charging capability with the additional power supply. The Charge Status LED blinks amber if charging is occurring. When the MC70 is fully charged, the LED will burn steadily amber. If the LED is not lit, the MC70 is not connected to the charging unit, or is not seated correctly.

Extended-capacity Battery A larger extended-capacity battery is available. This battery provides almost twice the battery life as the standard battery.


User Manual 37

Battery Charge Time and Life

Battery charge time and life are as follows

Battery type Charge Time Still (no use) Continuous Use

Standard capacity battery

4 hours 5 days 8 hours

Extended capacity battery

8 hours 8 days 12 hours

Connecting the MC70 to your PC

The MC70 is connected to your PC (running Windows) via a cable attached to the cradle or the cup and an open USB port on the PC. The USB port on the PC can be high-speed USB 2.0 or the older USB 1.x.

Once the cradle or cup is connected to your PC, you CAN place and remove the MC70 from the cradle or cup at most any time without harming the device or the data on the device, UNLESS there is a synch action of any kind taking place.

The battery on the MC70 will discharge over a period of a very few days if the device is not placed in a charging device, even if the device is not being used.

DO NOT DISCONNECT the MC70 from the cradle or cup while any SYNCH action is taking place


User Manual 38

The MC70 Imager (Scanner) The Mobile Manager 100 Symbol MC70 device uses an imager rather than a laser to scan the barcodes on labels and products. The imager is similar to a scanner used to scan images into a PC. The imager allows for greater flexibility for complex barcodes and other identifying labels and allows for future types of codes to be incorporated more easily.

The imager uses digital camera technology to take a digital picture of a bar code, stores the resulting image in its memory, and executes state-of-the-art software decoding algorithms to extract the data from the image.

Take a few moments to get accustomed to the procedure for “scanning” a barcode with the new imager. Once mastered, you will find many hours of imaging pleasure at hand.

The imager is enabled whenever there is the possibility of entering an item code. You will need to become familiar with typical distance to image the barcodes. Typically, don’t get closer than 5 inches or further away than 12 inches.

You simply aim the device camera at the barcode, press one of the three Scan buttons (large yellow buttons on each side of the device and centered below the view-screen). A red, rectangular aiming pattern with a center crosshair displays. When a valid barcode is fully within the pattern, the device beeps its approval, the item is recognized and displayed with its detail.

Mobile Manager 100 Appendix A – Troubleshooting & Tips

User Manual 39

Appendix A – Troubleshooting & Tips

QUESTION ANSWER STEPS Q: My screen goes blank after a only

couple minutes. Why is this happening?

A: The device is automatically set to go to sleep after a specified amount of time of inactivity in order to conserve battery power when not connected to an external charging device.

a. Press any button on the device, except the Power button; the Power button does not “wake up” the device.

Q: How do I change the setting for how many minutes before the device goes to sleep when not connected to an external charging device?

A: The device options are located in the Settings area.

a. Tap the Start menu

b. Tap Settings. The Settings list displays.

c. Tap the System tab at the bottom of the screen.

d. Tap the Power icon.

e. Tap the Advanced tab at the bottom of the screen.

f. In the On battery power section of the Power screen, you can adjust the number of minutes the device waits before turning off. Change the value by selecting from the list. You have options from 1 to 5 minutes.

g. Tap the OK button at the top of the screen when you are finished with your selection.

h. Tap the [X] button to close the Settings screen.

Q: An item is not known by the system or is a new item.

A: You can still add the item. a. Type the quantity and add the item as you would a recognized item. If the item is valid, the McKesson systems will recognize it and handle it appropriately. If the item is not valid, it will not be processed.

Please DO NOT disable the Turn off device if not used option in the battery power section. This function must be enabled to prolong the device battery life.

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