StockMate - Remote FTP

The StockMate panel has the options for sending data to/from the handheld and for displaying reports.

The first item to select is which handheld you need to communicate with. The options are :

Psion - Workabout MX
WinCE - Datalogic Memor scanner
Android - Any Android tablet or phone
Remote FTP - Android tablet via an FTP site

Double click on the option to change to the next in the list.

When doing a stocktake, you should follow the sequence :

  Prepare Data
  Link to StockMate
      Send Products
  ...
  Do the count
  ...
  Link to StockMate
      Retrieve Count
  Read Stocks
  Run Reports

Prepare Data

This creates the files containing products, locations, etc. ready for sending to the handheld.

  1. Define the options you require

  2. Click on Prepare Data for StockMate

    You will be given a message to indicate that the operation is complete.

  3. Click on Link to StockMate

    A separate program will run which controls the transfer of data files to/from the Psion computer. It will also, when necessary copy the stock counting program to the Psion.

     

     

    The first time you run the program, a connection between the PC and the Psion will be made. While this is happening, you will see a graphical representation of the connection being forged. Next time the link is run, the connection may still be available and this will not be seen.

    The line of information near the top of the screen shows the outlet number and the outlet name. On the right hand side, you will see either 'RAM Pack' or 'Internal Memory' which indicates what memory configuration the Psion has.

    Use Send Product Files to transfer the prepared data to StockMate. Then, when you have done all of the counting, connect back up and use Retrieve Quantity Files to transfer the count back to the laptop.

    During the transfer of files, messages will be displayed on the screen indicating the progress that has been made. A final message will be shown to tell you that the transfer is complete, e.g. All files sent to StockMate.

    If the Psion has been out of use for a while and you took the batteries out, you will need to re-program it. Click on the Download Programs button and this will happen automatically.

    StockMate can use an internal RAM Pack for additional security (in case of battery failure). After a time, the RAM Pack will become full of data and will need to be cleared out. You can either reformat the RAM Pack or you can use the Tidy Client Data button.

    StockMate can be authorised for multi-outlet use, i.e. you can send data for a number of outlets, count them all and then send all the data back. To run StockMate in this manner you have to have a RAM Pack memory module installed. You also have to tick the relevant settings on the Options screen.

    Click on Quit to return to StockManager

  4. Click on Read Stocks

    You will be prompted to confirm that this is exactly what you want to do.
    *** It is not unknown for the closing stock quantities to be read back into the wrong outlet!

    A further confirmation prompt will be given if any closing stock quantities already exist in StockManager.
    If you confirm to proceed, these will be overwritten with the new quantities you just copied back from the Psion.

  5. Click on Audit Trail to view and optionally print the audit trail that was created whilst you counted the stock.

  6. Click on Count Summary to view a report showing each product together with the individual counts made for that product in different locations.

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