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Mobile Barcode Scanning with the Honeywell CK75

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titleOverview

Edison Mobile was designed for use with Edison Version 5.3.0 or newer on the Honeywell CK70 Mobile Barcode Scanner.  This document will walk you through the setup process for the Barcode Scanner as well as Edison and provide an overview of how to use the barcode scanner to issue, receive and track inventory.

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BarcodeScannerSetup
BarcodeScannerSetup
Barcode Scanner Setup

  1. Ensure your barcode scanner is fully charged and connected to your WiFi. To set up the WiFi, touch All Apps  > Settings  > WiFi . 
    Select your WiFi account and enter in the network password.
  2. Touch All Apps   > Power Tools   > EZConfig  and scan the 2D barcode pictured below to install Edison Mobile onto your barcode scanner.  



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ArtemisAndEdisonSetup
ArtemisAndEdisonSetup
Artemis and Edison Setup

Artemis Integration

Info

In order for Edison Mobile Barcode scanning to function, an Artemis connection must be established. Both Edison and Edison Mobile need to access Artemis in order for Edison users to use the feature. HSS Support will initiate creating an Artemis account for your District that Edison can use. An external user must also be created in Artemis for Edison Mobile to use. Once the accounts have been created, Artemis Integration needs to be completed.

  1. In Edison, click on Admin & Maintenance > System Settings > External Integrations > Enable Artemis Integration.
  2. Enter the Artemis Server URL, Integration ID, Password, and the Expected SQL Server Instance. Use the drop-down menu to select how the SQL Server should be compared to the running server (Normal or Reg. Ex.). Click Ok.
Note

The Expected SQL Server Instance is the name of the server used in your production environment. Most implementations can click the ellipsis to detect the currently running SQL server name and choose “Normal”.

Add Barcode Scanner

  1. Click Admin & Maintenance > Advanced Setup > Barcode Reader Configurations > Add New.  
  2. Enter a Description such as “Honeywell CK-75” or similar description to help you identify the device. Next to Device, click on the ellipsis icon . Select Edison Mobile Device. Click Ok.

Enable Agent Mode

Info

Prior to proceeding to the next step, Agent Mode must be enabled.  For MCS Cloud installations, the HSS support staff need to enable the Edison agent node for the district. For on-premise installations, agent mode is enabled in AdminConsole.

  1. Right-click on the Admin Console icon and select Run as Administrator, then, log in to the system.
  2. Click Applications > Connection Methods. Double-click on Edison and select the checkbox to Enable MCS Agent for this Application. Click Ok, then choose Close in the Connection Methods window.

    Note

    The service must be stopped and restarted in order for changes to take effect.


  3. Select Server Admin > Service Control > Stop Service. Click Ok once service has stopped.
  4. Select Server Admin > Service Control > Start Service. Click Ok once service has started and close Admin Console.



Complete Device Setup

This option places the credentials into “Setup Barcode” in order to avoid typing them directly into the scanner.

Note

This option is only necessary if you elect to utilize Option 1 for Synchronize the Device with the Artemis User Profile

  1. In the Setup Edison Mobile Scanner window, select Setup Device
  2. Enter the Artemis API Username and Password. 
Note

This is the User Account created in Artemis for your barcode scanners and not the same information as the external Artemis Integration.


Synchronize the Device with the Artemis User Profile

You have two options to synchronize the device with the Artemis User account.

  1. In the Setup Edison Mobile Scanner window, click Setup Device. Enter the Artemis API Username and Password.

    Note

    This is the User Account created in Artemis for your barcode scanners and not the primary district integration credentials entered in System Settings previously.


  2. Select Show Setup Barcode. From the device, access Edison Mobile. Click the menu icon  in the top, left-hand corner of the app. Select Setup Device. Enter setup code: 8321 and press Enter on the device. Click Import Settings and then scan the QR Code on the screen in Edison.
  3. From the device, access Edison Mobile. Click on the menu icon  in the top, left-hand corner of the app. Select Setup Device. Enter setup code: 8321 and press Enter on the device. Use the keypad to enter the Artemis URL, User ID, and Password. Then, click the green checkmark on the screen. In Edison, click Ok to close the window.
  4. In Edison, Save Changes.

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UserProfile
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User Profile

If you will be using the EdisonMobile scanner interactively from within Edison, you will need to configure it for interactive use on your workstation.  This step is needed only when you want to operate EdisonMobile scanners in the same mode that the cheaper, directly-attached barcode scanners operate. 

  1. Click on the Edison Icon  > My Profile > Barcode Scanner.
  2. Select your named scanner. 
Note

This process will need to be done for any user that will be using the Barcode Scanning functionality.


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BarcodeMaintenance
BarcodeMaintenance
Barcode Maintenance

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The recommended “best practice” to ensure accurate rotation of inventory is to utilize Inventory Tags. The system automatically assigns and generates Inventory Tags when items are received into the system. Inventory Tag Labels may be printed in order to place in the warehouse/storage location.

If you choose to use Item UPC labels for barcode scanning, then you will need to set up UPC Codes for each item, case, and unit in the UPC Maintenance.  

  1. Click on Admin & Maintenance > Items & Catalog Numbers > UPC Codes. If your profile is configured to use EdisonMobile as your interactive barcode scanner, a QR Code will be displayed in Edison.  You will now need to open Edison Mobile on your barcode scanner and click Start Scanning.  Once in scanning mode, scan the QR Code displayed in Edison to start your scanning session. If you are using a directly-attached peripheral scanner in your profile, the peripheral scanner will automatically be enabled.
  2. Scan your first UPC code that you would like to set up.  You will be prompted to Search for Item. Once you select your item, click Ok and then select the appropriate Unit Kind - Case or Primary Unit.  Continue scanning until you have set up all of your items.  Click Finished in Edison Mobile to end your session. Save Changes in Edison.

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Receiving, Issuing, and Physical Inventory

Receiving

  1. As the Warehouse, select Receiving > Add New Receiving when receiving items into inventory.
  2. Select the appropriate type of receiving that you are doing and work through the process as normal.  It is recommended that receiving at the warehouse be done manually as most receivings are packed and wrapped making it harder to scan individual units/cases.  Once your receiving is complete, you can elect to print Inventory Tags to keep with the packed pallets of inventory. Inventory Tags & UPC codes can be used to track inventory throughout the District.

Issuing

  1. Click Fill Orders. Select orders that you plan to fill for the day.
  2. Click on Stage Orders .The process of staging an order will encumber the inventory so that others cannot over-order and create a shortage in the Warehouse. 
  3. Once your orders have been staged, click on View Staged Orders  .Staged orders will be approved if there is enough inventory to fill those orders.
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Orders highlighted in red are not approved due to a shortage in inventory. Orders highlighted in green have already been pulled.

If a shortage exists, click on the order to edit. Items may be Deleted from the order or users may Add Substitute Item .  By adding a Substitute Item, the original item does not need to be removed. If a substitute is made, the item will be highlighted in orange to denote the change.

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Staged orders can be saved to work on later or Approved and moved forward in the process for pulling.

 

From the Review Staged Orders screen, select an Approved Order > Print > Staged-Order Pull Ticket. This pull ticket will include a QR Code for Warehouse Employees to scan to start filling the order.

Note

Orders which have not been approved must first be corrected before printing the pull ticket. Only approved staged orders will be printed.


Physical Inventory

To utilize barcode scanning for Physical Inventory, you must start a mobile barcode session.


Note

If you do not already have a site selected, select the appropriate site for your physical inventory.  

  1. Open Utilities > Miscellaneous > Mobile Barcode Sessions > Add New Session > Select Physical Inventory > Finish.  A mobile barcode session report will print with a barcode to initiate the scanning session.  
  2. When you are ready to begin the physical inventory, scan the QR code on the report and begin scanning items.

    Info

    Multiple scanners may be used at the same time. Each scanner will be identified by the Terminal Description (System Assigned or Custom Description)


  3. Scan the Inventory Tag Label or UPC Code. You may scan a tag or UPC multiple times to record the quantities on hand. You also have the ability to change quantities by pressing the number keys on the device or tapping on an item to select and enter the item detail screen. To return to the scanning window, click SHOW LIST.
  4. Once you have completed scanning of items, click FINISH in Edison Mobile. Return to Utilities > Miscellaneous > Mobile Barcode Sessions.
  5. Double click the session you just completed and click Import Scanned Data .This will import the items you have scanned and fill in your physical inventory data. Save Changes.

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Misc
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Miscellaneous

Mobile Barcode Sessions

Mobile Barcode Sessions can be found under Utilities > Miscellaneous > Mobile Barcode Sessions.  This is a listing of all open barcode sessions.

Click Add New Session and select a session type.

Info

At present, the system does not support Receiving. The system will allow you to scan for the receiving process; however, the data cannot be used in scanned batches. Scan the QR Code to begin a session.  


Note

This report page can be printed and provided to the employee who will be doing the scanning and does not have to be scanned directly from the program.  It is recommended that you only use the Add New Session functionality for Physical Inventory. Receiving and Issuing should be conducted through the Receiving and Fill Order screens.  

Reviewing a Barcode Session

To review a session, select Utilities > Miscellaneous > Mobile Barcode Sessions. Double-click on a session. This is a listing of the batches within a selected session.


Customizing Terminals

Terminal descriptions are automatically assigned by the system. You may choose to customize your device terminals in order to relate the device to barcode session. This may also be useful to identify a location where a device should be docked (e.g. Warehouse Freezer A, Warehouse Dry Storage, etc.). Admin & Maintenance > Advanced Setup > Mobile Barcode Terminals. Click in the Description column and enter a customized name.

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Once you update a Mobile Barcode Terminal description, you may click the Refresh button in the Mobile Barcode Batches tab to reflect the changes.

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