The Inventory (Free Scan) Process

An overview of the Inventory (Free Scan) Process in Texada WorkFlow for iOS and Android.

Quick Reference

• The Inventory (Free Scan) Process in the Texada WorkFlow mobile application allows mobile Users to initiate and complete ad-hoc inventory counts. These inventory counts do not come with a prescribed list of assets to count; rather, the mobile User is free to scan assets at their discretion and can complete the count at any time. 
• To complete a Free Scan inventory count in Texada WorkFlow for iOS and Android:
  • Log in to the LogiMove app and select a Station. Then, locate and launch the Inventory (Free Scan) Process.
  • Tap “New Count” to start a new inventory count, or “Continue Counting” to resume and existing count.
  • On the Count Progress screen, point your device’s camera at the barcodes of the items you want to count. Barcodes will be scanned automatically as soon as they are recognized, and you will begin to build out a list of scanned assets. You can also tap the pencil icon to manually enter an item’s barcode.
    • If you scan or enter a barcode that is not recognized by the system, you will have the option of manually filling out the item’s details and adding it to the count.
  • Once you are finished scanning assets, tap the forward arrow from the Count Progress screen, then tap “Close Count Sheet”.
  • Leave a closing comment if desired, then tap the forward arrow to finalize and close the count. 

Introduction

The Inventory (Free Scan) Process in the Texada WorkFlow mobile application allows mobile Users to initiate and complete ad-hoc inventory counts. In contrast to the Inventory (My Orders) Process, free scans are not initiated by a web User, and do not come with a prescribed list of assets to count. Rather, the mobile User is free to scan assets at their discretion and can complete the count at any time. As soon as a free scan has been initiated, web Users are able to review it using the Inventory Process in the Texada WorkFlow web application.

For more information on inventory counts and the difference between free scans and inventory orders, see “About Inventory Counts”.

Complete a Free Scan Inventory Count

To complete an inventory count using the Inventory (Free Scan) Process, follow the steps below.

1. Launch the Inventory (Free Scan) Process
   On your mobile device, log in to the LogiMove app and select a Station. Then, locate and tap the Inventory (Free Scan) Process tile to launch it. Note that the name and appearance of this tile may vary depending on your system.
   
2. Start a New Count or Resume an Existing One
   On the following screen, select whether you would like to start a new count or continue an existing one.
   
   1. New Count
      Tap “New Count” to initiate a new inventory count. You will be prompted to enter an optional opening comment. Once you are finished, tap the forward arrow to create the count and start scanning items.
      
   2. Continue Counting
      Tap “Continue Counting” to resume a previously-created count. You will be shown a list of existing counts for your User; tap a count to resume it. Note that you can only resume open counts; once a count has been closed, it cannot be modified.
      
3. Count Assets
   Once you have initialized a new count or selected an existing one, you will be brought to the Count Progress screen. This screen allows you to scan asset barcodes using your device’s camera. You can now begin moving through your inventory, scanning each item to add it to the count. Once you have finished scanning assets, tap the forward arrow to advance to the next screen.
   
   1. Viewfinder
      While on the Count Progress screen, your device’s camera will automatically begin scanning for barcodes. The viewfinder at the top of the screen shows your camera’s current view. To scan a barcode, center it in the viewfinder such that the thin red line is perpendicular to the barcode’s vertical lines. Barcodes will be scanned automatically as soon as they are recognized. If the item scanned is a bulk item, you will be prompted to enter a quantity for the item.
      
      If the viewfinder does not appear, you will likely need to enable barcode scanning via the Settings Menu. Tap the three vertical dots in the top-right corner of the screen, then tap Settings → Barcode Scanning → Camera.
      
      If you scan a barcode for an item that is not present in your system, you will receive a message that reads “The scanned object is not known. Do you want to provide additional information?” Select “yes” to fill out the item’s information and add it to the count. See “Adding an Unknown Item” for more information.
   2. Enter Barcode
      If you know the barcode number of the item you want to add, tap the pencil icon to enter it manually. If the barcode is recognized, the item will be added to the list. If the barcode is not recognized, you will receive a message that reads “The scanned object is not known. Do you want to provide additional information?” Select “yes” to fill out the item’s information and add it to the count. See “Adding an Unknown Item” for more information.
   3. Flashlight
      Tap the flashlight icon to activate or deactivate your device’s flashlight. This may make some barcodes easier to scan.
   4. Pause / Resume Scanning
      Tap the stop button to temporarily disable your device’s camera. While disabled, you will see a message that reads “SCANNER STOPPED!” near the bottom of the viewfinder. Use this feature to prevent your camera from accidentally scanning items while you are moving through your inventory. While disabled, tap the play button to resume scanning.
   5. Scanned Item
      Scanned items will appear in a list below the viewfinder. Tap an item to view and modify its details.
   6. Next Button
      Once you have finished scanning assets, tap the forward arrow to advance to the next screen.
      
      If there are any outstanding issues with the items you have scanned (for example, if there are any bulk items for which a quantity has not been specified) you will receive a message that reads “Please check your data. Unable to finish: Not all mandatory tasks have been edited.” If this occurs, look for any items marked by a red exclamation symbol and correct them before proceeding.
4. Review and Finalize
   On the following screen, you can review the details of your count. Once you are finished, tap “Close Count Sheet” to finalize and close the count.
   
   1. Count Info
      Tap to view the count’s information, including its name and number. This information is useful for locating the count in the Texada WorkFlow web application.
   2. Count Progress
      Tap to return to the Count Progress screen and continue scanning assets.
   3. Close Count Sheet
      Tap to finalize and close the count.
5. Leave a Closing Comment and Close
   After tapping “Close Count Sheet”, you will have the option of leaving a comment before closing the count. Once you are ready, tap the forward arrow to close the count. Your inventory count is now complete and can be reviewed via the Inventory Process in the Texada WorkFlow web application.
   

Adding an Unknown Item

If, while scanning assets, you scan or enter a barcode that is not recognized by the system, a message will appear that reads “The scanned object is not known. Do you want to provide additional information?” Select “yes” to fill out the item’s information and add it to the count.

1. Product Number
   The item’s product number.
2. Serial Number
   The item’s serial number.
3. Photos
   Tap the plus icon to open your device’s camera and take photos of the item. While the camera is open, tap the screen to take photos, then tap the forward arrow to save the photos and close the camera.
4. Comment
   An optional comment describing the item or where it was found.
5. Add to Count Button
   Tap the forward arrow to save the new item and add it to your inventory count.