365 Handheld

How to Power on 365 Handheld

• To power on the Handheld hold in the Power / Lock Button for a few seconds.

How to charge 365 Handheld

• Connect the Retail 365 Handheld cable to the following connection:

• Connect to a power socket until the battery icon at the top of the screen is fully white

How to Connect 365 Handheld to Wifi

• From the Wifi icon swipe down on the screen

• Press the highlighted arrow under the Wifi icon

• Press the Wifi Network you are connecting to

• Type in the password and press connect

• Press the Return key until you are back on the Home Screen

How to Open and sign in to Retail 365 Handheld App

• Press the Retail 365 icon on the home screen

• Type in your username and password ( This should already be configured )

• Press Sign in
• Type in your staff pin and press Login In ( or enter button )

Home Screen of Retail 365 Handheld App

• The name of the staff member signed in will appear on the Homepage

• To sign in as another staff member press the Staff Sign Out button
• There is an automatic sign out after 200 seconds of inactivity
• Press the Menu button to open the Menu options

How to complete a Stock Take on Retail 365 Handheld App

• Create a Stock Take on the Retail 365 Back Office first

Help on how to create Stock Take? See help file section Create Stock Take

• Once a Stock Take has been created you can begin scanning products

• There are two stock level options:
  • Adjust Stock Level or
  • Overwrite Stock Level ( This is the default )

• Press enter or Save Quantities button
• The following message will appear if you enter less than the quantity in stock

• The following message will appear if you enter more than the quantity in stock

• If you add a product that is not currently part of the Stock Take You will be asked if you want to add the product:

• Stock Takes need to be ended from the Retail 365 Back Office

Help on how to end a Stock Take? See help file section End Stock Take

How to Check the Price of a Product on Retail 365 Handheld App

• Chose the Price Check Option on the Retail 365 Handheld App Menu
• Scan the bar code of a product you would like to check

• The Retail Price of this product will be displayed

How to Create SEL's Print Run on Retail 365 Handheld App

• Chose Print Run from the Menu

• Press the Plus (+) button to create a new SEL Print Run
• You can change the description

• Press Start Print Run button or press enter
• Scan a bar code

• Add the quantity of SEL's you wish to print for that product

• Once you are finished adding to the SEL list press the Back button or return

• You can now print the SEL's List on Retail 365 Back Office

How to Check in an order on Retail 365 Handheld App

• Chose Orders from the Menu

• Chose the Order you want to Check in

• Each Order displays:
  • Order Number
  • Order Supplier
  • Number of Products in the Order
  • Date and Time the Order was sent

• Once the Order is selected you will be asked to zeroise the received quantities. This option is available so that the user has to enter each quantity received.

• Once all products have been zeroised they will appear as Quantity Mismatch

• You can now begin scanning products and entering the quantity received

• Once the quantity has been entered press Save Product or press Enter
• The product that has been scanned and matches the quantity ordered will move to the bottom of the list and change colour
• Scan all products in the Order and add quantity received
• Once all products have been scanned enter in the Invoice No and press Complete Order

• A message will then be display that the Order has been checked in

How to Create an Ad Hoc Order on Retail 365 Handheld App

• Chose Orders from the Menu

• Press the Plus (+) button to create a new order
• Chose the Supplier you want to Order from

• Press Ok or press Enter

• You can now begin scanning Products

• Once you scan the Product Add the Quantity you wish to Order and press Add Product or press Enter

You can see the Product's Quantity in Stock when Ordering

• To delete a product from the Order Swipe the Product from Right to Left

• Once completed un-tick Do not transmit automatically if you want this order to be immediately sent to the Supplier
• Press Create Order

How to Check in a Stock Transfer on Retail 365 Handheld App

• Chose Stock Transfers from the Menu

How to Create a Stock Transfer on Retail 365 Handheld App

• Choose Stock Transfers from the Menu
• Press the Plus (+) button
• Two options are available:
  • Ad-Hoc Transfer - This is the handheld specific ad-hoc stock transfer
  • Standard Transfer - This is the back office standard stock transfer
• Choose the Store you are sending the Stock Transfer to
• Stock Transfers can be duplicated and sent to other stores from the Back Office Help on how to duplicate a Stock Transfer? See help file section Duplicate Stock Transfer
• Scan each product and add the quantity you wish to send
• Once completed, choose Create Transfer to send the transfer

How to Request Stock on Retail 365 Handheld App

• Chose Transfer Requests from the Menu
• Press the Plus (+) button to create a new Transfer Request
• Choose the Store you are requesting Stock from
• Scan each product and add the quantity you wish to request
• Once completed, choose Request Stock to send the stock request

How to Manage Stock Transfer Requests on Retail 365 Handheld App

• Chose Transfer Requests from the Menu