WholeCell scan reports allow you to easily audit the inventory that you physically have on hand versus the inventory that you have in WholeCell.
Creating the Scan Report
To create a scan report, click 'Scan Reports' from the sidebar menu, then click on the blue 'New' button.
On the next page enter a title for the report and any inventory conditions you want filter for. You can filter your inventory by status, warehouse, and location. In my example below, we want to see all inventory from the main warehouse and all locations from that warehouse.
After hitting Save, you'll be taken to the 'Scan Results' tab. If it's a new scan report, the tab will be blank. Click on the 'Inventory Items' tab to start scanning.
Based on the filters applied, I show 1353 devices from the main warehouse.
Note that if you select any choices from the 'Warehouse' and 'Location' filters, WholeCell will only show the items that have that warehouse or location information. Inventory missing a warehouse or location will not be displayed, even if it meets other criteria.
Scanning Barcodes
*You'll want to have your barcode scanner set up to click "return" or "enter" on each scan. This is typically in the scanner settings.
As you scan the barcode labels on your inventory items, you'll see a green success alert in the scanner section of the page if the item exists on the report and if this is the first time it's been scanned on this scan report:
If an item isn't on the PO or has already been scanned, you'll see a red error:
If an item has already been scanned:
...and if an item is in your account but is not included in the report due to the filters applied when you created the report (if it's not on the PO or SO you created the report from, or if it's in a different status, warehouse, or location):
You can review the results on the 'Scan Results' tab. You can see which IMEIs were scanned that are not part of the PO or group that you've selected to scan. You can also switch between different view buttons for easier reviewing.
Making changes to scanned inventory
You can make location and status changes to scanned inventory from the scan report, if necessary. Click on the '+Add Scan Action' button at the top right.
Note that scan actions will apply updates to inventory as soon as they are successfully audited. They will not apply to scans that are not found, duplicates or don't belong to this scan report. In the 'Add a Scan Action' window, choose the desired location and status (you can choose to change either one or both), then save.
After saving, the scan actions chosen are displayed as a reminder in the upper right corner of the window.
Downloading the Report
Once you've scanned all of the items that you physically have, you can download a CSV of the scan.
If you click on the "Individual" button above the table before you download the CSV, you'll get an individual report with each item by ESN and ID, showing exactly which ones were scanned:
If you click on the "Grouped" button above the table before you download the CSV, you'll get a report that's grouped by product model, grade, and damages -- showing how many units of that product were scanned, left unscanned, and the total that were on the report:
