Unitech HT660 Wireless edition Installation And User Manual

Unitech HT660
Wireless Edition
Installation and User Manual
General Store Mobile Solutions
Unitech HT660 Installation
and User Manual
III
General Store Mobile SolutionsUnitech HT660 Installation and User Manual
No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, translated into any language in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without prior written permission form:
Crichlow Data Sciences, Inc.
926 East Oleander Street
Lakeland, FL 33801
Disclaimer
Crichlow Data Sciences, Inc. makes no representations or warranties with respect to the contents hereof and specifi cally disclaims any implied warranties of merchantability or fi tness for any particular purpose. Further, Crichlow Data Sciences, Inc. reserves the right to revise this publication and to make changes from time to time in the content hereof with \out obligation of Crichlow Data Sciences, Inc. to notify any person of such revision or changes.
References
The General Store™ is a trademark of Crichlow Data Sciences, Inc.
MS-DOS, Windows, Windows 95, Windows 98, Windows 98SE, Windows
NT, Windows Millennium, Windows 2000, Windows 2000 Pro, Windows 2000 Server, Windows Server 2003, Windows Server 2008, Windows XP and Windows XP Pro, Windows 7, are trademarks of Microsoft Corporation.
IBM PC-XT and AT are trademarks of International Business Machines Corporation.
Btrieve and Pervasive are trademarks of Pervasive.
Fujitsu COBOL is a trademark the Fujitsu Corporation
Unitech is a trademark of Unitech
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contents
Table Of Contents
Unitech HT660 Wireless Edition - Installation and User Manual ............................I
Disclaimer ...................................................................................................................................... IV
References ..................................................................................................................................... IV
Chapter 1 - Unitech HT660 Overview and Setup ....................................................3
Your HT660 Includes… ....................................................................................................................3
Step 1 - Connect The USB Cradle ...................................................................................................4
Step 2 - Check the Battery and Power Confi guration ......................................................................4
Installing a New Battery Pack ....................................................................................................5
Charging the Batteries ...............................................................................................................5
Step 3 – Remove Protective Screen Film ........................................................................................5
First Time Use of the HT660 ............................................................................................................6
Pressing the Power ON/OFF Key ..............................................................................................6
Align the Screen .......................................................................................................................6
Setting Time Zone/ Date ............................................................................................................6
Keypad Overview ......................................................................................................................8
Chapter 2 - Connecting the HT660 to Your Wireless Network ............................15
Accessing the Summit Client Utility ...............................................................................................15
Chapter 3 - Software Installation ............................................................................21
What’s on the CD ...........................................................................................................................21
Installing the Software ....................................................................................................................21
Now What? ..............................................................................................................................24
Chapter 4 - Adding the General Store Database ..................................................27
Chapter 5 - Unitech HT660 Communications ........................................................33
How It Works ..................................................................................................................................33
First Time Use ................................................................................................................................34
Confi gure the Omni Communication Server ............................................................................34
Start the Omni Communication Server ....................................................................................38
The Server will minimize to your systray. .......................................................................................38
Chapter 6 - Basic Inventory Functions ..................................................................41
Overview ........................................................................................................................................41
Accessing the Inventory Programs Menu ................................................................................42
Purchase Orders ............................................................................................................................42
Entering Your Employee Number and Password ....................................................................43
Collecting Purchase Order Data ..............................................................................................44
Reviewing Collected Purchase Order Data .............................................................................46
Sending Collected P.O. Data to the PC ...................................................................................47
Applying the Collected P.O. Data ............................................................................................49
Receiving .......................................................................................................................................51
Collecting, Reviewing, and Sending the Data .........................................................................51
Applying the Collected Receiving Data ..................................................................................52
Follow these steps to apply the receiving data you collected on the HT660. ..........................52
Transfers ........................................................................................................................................53
Collecting, Reviewing, and Sending the Data .........................................................................53
Applying the Collected Transfer ...............................................................................................54
Follow these steps to apply the Transfer data you collected on the HT660. ...........................54
Adjustments ...................................................................................................................................55
Collecting, Reviewing, and Sending the Data .........................................................................55
Applying the Collected Adjustment .........................................................................................56
Follow these steps to apply the Adjustment data you collected on the HT660........................56
Bin Locations .................................................................................................................................57
Collecting, Reviewing, and Sending the Data .........................................................................57
Applying the Collected Adjustment Data in
the General Store ....................................................................................................................58
Physical Inventory ..........................................................................................................................59
Physical Inventory Options ......................................................................................................59
Preparing Your Store for Inventory ..........................................................................................59
Collecting, Reviewing, and Sending the Data .........................................................................60
Applying the Collected Physical Inventory Data in the General Store .....................................61
Step 2 – Apply the Physical Inventory fi le ................................................................................64
Sales Orders ..................................................................................................................................65
Collecting, Reviewing, and Sending the Data .........................................................................65
Processing the Sales Order Files at POS ...............................................................................66
Price Labels ...................................................................................................................................67
Printing Labels .........................................................................................................................67
Restock ..........................................................................................................................................70
Collecting, Reviewing, and Sending the Data .........................................................................70
Processing the report. .............................................................................................................71
Chapter 7 - Price Changes ......................................................................................75
Entering Price Change Data into the HT660 ..................................................................................75
Select the Price Change Program on the HT660 ....................................................................75
Entering Price Change Data ....................................................................................................76
On-Sale Pricing .......................................................................................................................80
Reviewing and Sending Price Change Data ..................................................................................81
Applying the Collected Price Change Data in
the General Store ...........................................................................................................................81
1
CHAPTER
Chapter 1
Unitech HT660 Overview and Setup
The General Store now supports the HT660, a rugged, compact and ergo­nomic handheld terminal powered by the WinCE.NET OS. It incorporates an integral barcode scanning laser/CCD device, color LCD with touch screen, keypad, BT and wireless communication interface capability.
Your HT660 Includes…
Your HT660 kit contains the following components:
The HT660 handheld terminal and manual CD. You should also have a General Store Installa­tion CD.
USB Cradle is for data transmission and charg­ing purpose, including a USB cable and an AC Power Supply to connect the HT660 to an electri­cal power outlet in order to power the terminal and / or charge the battery pack, utilizing either 110 or 220 Volt (100 to 240 VAC, 50 or 60 MHz) electrical outlets available in most countries.
The hand strap is convenient for carrying your HT660 and also includes a stylus attachment.
The 3.7v, 1950mAh Li-ion rechargeable battery pack provides the main power
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Step 1 - Connect The USB Cradle
The USB cradle is used for two purposes:
1. Charging the HT660 main and backup batteries.
2. Uploading new programs and updates via Active Sync USB connection.
Since you are using the wireless version of the General Store interface soft­ware, connection of the USB cable is optional. However, you must use the AC adapter that came with the HT660 to power the USB Cradle.
Step 2 - Check the Battery and Power Configuration
Z Your battery has been installed and charged by Crichlow Data Sciences, Inc.
The instructions below are provided mainly as a reference if you ever have to install a new battery, or perform a cold boot on your Unitech HT660.
Should you need to change the battery, it located in the rear of the HT660
4
Installing a New Battery Pack
If you ever have to replace the battery pack, follow these instructions:
1. Remove the battery door
3. Move the backup battery switch to the ON position (see below).
4. Insert the battery pack so that the contacts on the battery pack line up with the contacts in the battery compartment. Fully seat the battery.
Step 3 – Remove Protective Screen Film
Charging the Batteries
The main and backup batteries are charged by placing the HT660 in the cradle/docking station (fi rst connect the power supply to the Docking Station).
First Time to Charge the Main Battery & Backup Battery
We would like to propose to charge the battery at least up to 12 hours for the fi rst time to use. While it normally only takes about 4 hours to charge the bat­tery after it’s been drained, when charging the battery for the fi rst time please allow at least 12 hours. While charging the main battery the backup battery should also be charged. Please make sure the backup battery has been switched “ON” (this cannot be emphasized enough).
Z CAUTION: There is a high risk of data loss from RAM if the backup battery is
not fully charged. This can happen if the main battery has been drained and the unit is not connected to the AC adaptor. For this reason, it is crucial that the backup battery is switched on before charging the main battery for the fi rst time.
Step 3 – Remove Protective Screen Film
To protect screen, the HT660 has been provided with a protective plastic fi lm. You may remove it (if desired). The screen will be more susceptible to scratching without the fi lm, but will be more readable.
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First Time Use of the HT660
Z NOTE: Your HT660 has already been powered up and confi gured by
Crichlow Data Sciences, Inc. Should you ever have to perform a cold boot on your HT660, follow the instructions below when turning on the HT660 for the fi rst time after the cold boot.
Pressing the Power ON/OFF Key
The Unitech HT660 welcome screen appears. The Windows CE screen will appear shortly thereafter.
Align the Screen
When prompted, use the stylus to tap the targets as they appear in order to align the touch screen. When you complete the procedure, press any key or press anywhere on the touch screen to start up the WinCE system.
Setting Time Zone/ Date
Before using the HT660 please take a few minutes to set the time and date so that data can be properly time-stamped.
Setting the Time Zone First
Follow the steps below to set up your time zone.
1. Tap the location arrow to see a list of cities.
2. Choose your location (or nearest listed one).
3. Select the Daylight Savings Time check box, if necessary.
4. Tap the APPLY button.
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5. Select “Automatically adjust clock for daylight saving” for a Daylight Sav­ings Time zone.
Setting Date/Time
Tap the Left or Right arrows to scroll the year and month you desire. Or, directly tap location of year or month to change the year or month setting.
First Time Use of the HT660
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Keypad Overview
Here is a summary of the buttons found on the Unitech HT660, with descrip­tions of what they do.
l [ENT] The Enter key confi rms data entry.
l [FUNC] The Function Key is used in conjunction with specifi c number
keys to operate as hotkeys (see next page).
l [Bksp] The backspace key erases the character to the left of the cursor.
l [ESC] The escape key returns the user to a previous page.
l [TAB] The Tab key moves the cursor to the next tab or next control on a
form.
l [Cursor] The cursor key moves the cursor around the screen.
l [Alpha] The Alpha key toggles Alpha mode on and off and Caps mode
on and off. One press of the Alpha key causes the HT660’s keys to input alpha characters, indicated by a blue LED light. A second press causes the input of upper-case characters, indicated now by a green LED. A third
press returns the HT660 to numerical input.
HT660 HotKeys
The HT660 provides hotkeys for frequently used functions. Press the Func­tion key and the appropriate numeric key for the following functions listed below:
l Func 6 = Task Manager
l Func 7 = Scanner Setting
l Func 8 = Power Properties
l Func 9 = System Info
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First Time Use of the HT660
Hotkeys can be modifi ed to suit the user’s preferences. To modify hotkeys, please follow the path below:
Path: My computer/Windows/RegFuncKey.exe
Software Keyboard (Windows CE Keyboard)
Besides its hardware keypad, the HT660 provides a touch screen keyboard as an alternative method of character input. This software keyboard repli­cates the layout of a standard PC keyboard.
Opening the Windows CE Keyboard:
The Windows CE keyboard can be opened by tapping the “keyboard” icon on the task bar. (Refer to picture).
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Confi guring Your Barcode Scanner
Your Unitech HT660 comes equipped with an integrated laser barcode scan­ner. It is set at the factory in terms of symbologies like UPCA, UPCE, Code 39, etc.
If for some reason, you need to custom confi gure the barcode scanner, follow these steps.
1. Tap the Start icon in the lower left corner of the HT660 screen. Then select Settings>Control Panel.
2. You will then see the Control Panel Window shown below.
Tap the Scanner icon shown above (circled in red above).
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First Time Use of the HT660
3. Now you can set the barcode symbologies as desired. Tap the “+” plus sign next
to the “Barcode Symbologies” option to expand the tree. Then scroll to the sym­bology you wish to edit and click the plus sign again, to expand that selection. In the example below, we selected the UPCA symbology.
4. We then turned on the “Transmit check char/digit” option.
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To save your changes, tap the “Apply” button.
5. You can test the scanner by selecting the “Test” tab. Then scan a barcode
6. That’s it! To exit, simply tap the “OK” button at the top right corner of the screen.
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First Time Use of the HT660
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2
CHAPTER
Connecting the HT660
to Your Wireless Network
Your Unitech HT660 comes equipped with a Summit 802.11b/g radio card built in. However, you must set up your login credentials on the HT660, through the Summit Client Utility, in order access your company network via a wireless router, or access point.
Accessing the Summit Client Utility
Using your stylus, tap the start icon in the lower left corner of the HT660 screen. Then select Programs>Summit>scu, as shown below.
Chapter 2
You will then see the Summit Client Utility Main tab shown below.
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Next, tap the Admin Login button, and enter “SUMMIT” (All CAPS) in the password fi eld and tap the OK button..
Now select the Profi le tab at the top of the window.
The easiest way to locate your wireless network is to tap the “Scan” button, shown in the above graphic.
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Accessing the Summit Client Utility
You will see all networks in range. Simply tap the one you want to connect to, and then tap the “Connect” button.
Tap the “Yes” button to create the new profi le.
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Now, the last step is to set the Encryption type and keys to match that of your wireless router.
In our example the encryption type is WPA PSK, and we had to enter the network key (password) by tapping the WEP keys/PSKs button.
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Accessing the Summit Client Utility
Once you have set your wireless connection settings, tap the “Commit” but­ton at the bottom of the Profi le tab. Then return to the Main tab.
Select the profi le you want to use from the “Active Profi le” drop down list. If your settings were entered correctly on the Profi le tab, you should see that the “Status” of your selected profi le is “Associated”, as shown below.
If not, re-check your settings and try again. Otherwise, you are connected and you can tap the “OK” button on the menu bar to exit.
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