Zebra SmartDex Support for Android and Windows SmartDEX User Guide for Android (en)

SmartDEX
MN-002458-01
User Guide
SMARTDEX
USER GUIDE
MN-002458-01
Rev. A
August 2016
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Zebra does not assume any product liability arising out of, or in connection with, the application or use of any product, circuit, or application described herein.
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Revision History

Changes to the original guide are listed below:
Change Date Description
Rev A 8/2016 Initial release.
iii
iv SmartDEX User Guide

TABLE OF CONTENTS

Revision History ................................................................................................................................. iii
About This Guide
Introduction ....................................................................................................................................... vii
What is DEX?.............................................................................................................................. vii
SmartDEX Powered by Versatile ................................................................................................ vii
Chapter Descriptions ....................................................................................................................... viii
Notational Conventions.................................................................................................................... viii
Related Documents and Software ................................................................................................... viii
Service Information ........................................................................................................................... ix
Chapter 1: Registration
Introduction .................................................................................................................................... 1-1
Registration .................................................................................................................................... 1-1
Chapter 2: Configuration Settings
Introduction .................................................................................................................................... 2-1
Settings .......................................................................................................................................... 2-1
Bluetooth Communications ............................................................................................................ 2-3
Troubleshooting ............................................................................................................................. 2-4
Chapter 3: Running SmartDEX on Android
Introduction .................................................................................................................................... 3-1
Chapter 4: Program Flow
Chapter 5: Adjustments
Introduction .................................................................................................................................... 5-1
Adjustments ................................................................................................................................... 5-1
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Chapter 6: Completion

ABOUT THIS GUIDE

Introduction

What is DEX?

Direct EXchange (DEX) is a digital communication protocol that extends the Uniform Communication Standard (UCS), it enables direct store delivery drivers to transmit digital invoices to the retailer's receiving clerk at the loading dock.
Created by the Uniform Code Council (UCC), DEX has been adopted by most national grocery chains. This standardized system reduces time, costs and inaccuracies inherent in paper invoices. Originally designed in the early 1980's, the DEX protocols have been revised several times over the years. The most current version is 5030 version, released in 2006. Unfortunately, adoption of protocol upgrades has been un-even in the marketplace, requiring DEX software to be adaptable to the specific requirements of each retailer served.

SmartDEX Powered by Versatile

SmartDEX solution is a hardware and software bundle combining Android handheld computers from Zebra and embedded DEX software from Versatile Mobile Systems.
Since the late 1990's Versatile Mobile Systems has offered DEX software solutions on every major mobile operating system, including DOS, Pocket PC, Windows Mobile, and now, Android.
SmartDEX on Android is currently available only as an embedded client. This means that SmartDEX must be called from a parent route or delivery application. That application must supply the necessary invoice data to SmartDEX in order to run a DEX session.
In order to cover all versions of the DEX servers used by retailers today, SmartDEX is compliant with all UCS protocols from version 4010 to 5030.
All versions of SmartDEX use two types of data:
Route Data - The Route Data contains all information and invoices for a single route. The data is stored as a
text file with simple formatting that can be imported and/or exported by a large number of programs. Your system will need to create the route (invoice) data in this format for the DEX Mobile Client. (see Appendix A)
Results Data - The Results Data is generated by the Mobile Client. This data contains the delivery
notification and adjustments for DEX sessions performed using the mobile device. This data can be easily
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imported by your handheld application if detailed histories of adjustments and results of DEX sessions are required (Refer to SmartDEX Integration Guide for more information).

Chapter Descriptions

Topics covered in this guide are as follows:
Chapter 1, Registration, provides information on the registration process.
Chapter 2, Configuration Settings, explains how to configure the SmartDEX settings.
Chapter 3, Running SmartDEX on Android, explains how SmartDEX runs on a Android device.
Chapter 4, Program Flow, describes the SmartDEX program flow.
Chapter 5, Adjustments, details how to view invoice adjustments.
Chapter 6, Completion, describes what occurs at the end of a session.

Notational Conventions

The following conventions are used in this document:
Italics are used to highlight the following:
Chapters and sections in this guide
Related documents
Bold text is used to highlight the following:
Dialog box, window and screen names
Drop-down list and list box names
Check box and radio button names
Icons on a screen
Key names on a keypad
Button names on a screen.
Bullets (•) indicate:
Action items
Lists of alternatives
Lists of required steps that are not necessarily sequential.
Sequential lists (e.g., those that describe step-by-step procedures) appear as numbered lists.

Related Documents and Software

The following documents provide more information about the SmartDEX application.
SmartDEX Integrator Guide, p/n MN-002802-xx
DEX Scan & Pair User Guide, p/n MN-002803-xx
For the latest version of this guide and all guides, go to: http://www.zebra.com/support
.

Service Information

If you have a problem with your equipment, contact Zebra Global Customer Support for your region. Contact information is available at: http://www.zebra.com/support
When contacting support, please have the following information available:
Serial number of the unit
Model number or product name
Software type and version number.
Zebra responds to calls by email or telephone within the time limits set forth in support agreements.
If your problem cannot be solved by Zebra Customer Support, you may need to return your equipment for servicing and will be given specific directions. Zebra is not responsible for any damages incurred during shipment if the approved shipping container is not used. Shipping the units improperly can possibly void the warranty.
If you purchased your Zebra business product from a Zebra business partner, contact that business partner for support.
About This Guide ix
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CHAPTER 1 REGISTRATION

Introduction

This chapter provides instructions on the registration process.

Registration

After the SmartDEX client has been successfully installed onto the mobile device, the client license must be registered before using the software. Registration of the client license requires valid account login credentials which are provided by Zebra.
The embedded version of the SmartDEX client is intended to be started by another program (the application). However, to simplify the registration process, it may be started directly (manually).
4. From the Home screen touch .
Figure 1-1 Applications Screen
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4. Touch the SmartDEX icon. SmartDEX opens in marketing mode. A series of nine informational screens
displays.
Figure 1-2 Informational Screens
4. Touch Activate SmartDEX on any of the screens to navigate to the registration screen.
Figure 1-3 Activate Your Device
4. Enter the Account ID (case sensitive), and the Passkey (not case sensitive), a User ID then touch Submit
Code.
Registration 1 - 3
Figure 1-4 Activation Method Dialog Box
4. Touch Activate Now or Stage Now.
4. If the data was entered correctly, and a client license was available, a confirmation message displays.
NOTE
The Account ID and Passkey are obtained by the agreement with Zebra. If an activation QR code has been provided, it may be scanned now to fill the Account ID and Activation Code fields.
The User ID can be anything useful to help identify the user of the device.
The registration process takes just a few seconds. Please ensure that the device has been configured and enabled to access the internet before attempting to register.
Figure 1-5 Registration Successful
NOTE
If registration was not successful, an error message displays. Touch Ok. A warning message indicates the cause of the error.
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CHAPTER 2 CONFIGURATION

SETTINGS

Introduction

This chapter provides instructions on configuring the settings.
NOTE
Settings may also be accessed from the main screen by touching the padlock icon in the upper menu bar area.
Settings
To configure the settings:
1. From the Apps screen, touch the SmartDEX icon.
2. Touch Settings.
NOTE
If the client is currently registered, an Invalid Startup message displays. There will only be a choice between Unregister device, or Cancel (exit). If the client is not registered, touch OK to switch to the Registration Screen.
The Settings screen allows the user to choose the interface method preferred for handling DEX server communications. By default, Serial is selected.
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Figure 2-1 DEX Communication Settings
The following devices are certified to work with SmartDEX client, however others may also work. Please contact Versatile Systems to have a different item certified by our team.
Table 2-1 Versatile Systems Certified Devices
Connection Device
Serial Zebra, 25-45793-01R
Bluetooth Serial IO BlueSnap-AAA
FireFly-BP RS232

Bluetooth Communications

To configure a Bluetooth serial device:
1. Select the Bluetooth option.
2. Touch the Settings icon.
Configuration Settings 2 - 3
Figure 2-2 Bluetooth Option
3. Touch Find available devices. The Bluetooth discovery begins. If any devices are found, the list contains
information about each device.
Figure 2-3 Find Available Devices
4. Touch a device to test its connectivity.
NOTE
If the connection test fails, it will be necessary to try again, or try a different device.
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5. Touch Yes to use that device.
NOTE
The first time the client initiates a connection with the device, a system message may display asking if it should open this application for this connection. Check the Use by default for this USB device checkbox and touch OK (this will suppress any future popups).
Figure 2-4 Connection Dialog Box

Troubleshooting

Tracing software problems encountered by field personnel is always a difficult task. To make this process easier for our customers and our developers, SmartDEX on Android is able to log all system events. This tool is normally turned off to prevent the log file from growing to an unmanageable size. To start logging, check the Enable Debug Logging checkbox on the communications settings screen prior to a debugging test session. A detailed log file is created in the Download folder. Debugging always resets back to off each time the DEX client is started.
Please contact Zebra Customer Service for more information.
CHAPTER 3 RUNNING SMARTDEX ON
ANDROID

Introduction

The embedded mode of SmartDEX on Android only operates when launched from a peer program. To understand how to perform this task, see SmartDEX Integration Guide.
In Embedded mode, it is the responsibility of the parent (peer) program to manage the PRE / POST operations of the DEX transactions, to create the route data script and to start SmartDEX when ready to perform transactions with a DEX server. When the session is complete and SmartDEX exits, interpret the results of the transactions by reviewing a DEX_RESULTS.TXT file. See SmartDEX Integration Guide for additional details.
When SmartDEX is first starts, it reads and verifies that the ROUTE data format is valid and complete. If any parsing errors are detected, the data is flagged as unusable and an error message displays. Selecting Ok terminates the application, and broadcasts an event (DEX_FINISHED) to the peer program.
If the data is accepted, the client displays a list containing the invoice(s) and is ready to continue.
Figure 3-1 Invoice List
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Touch any of the invoice list items to view additional details.
Figure 3-2 Detailed Invoice List

CHAPTER 4 PROGRAM FLOW

Each invoice item in the list displays its current state, whether it's ready to SEND or RECEIVE.
1. Touch the DEX button when ready to begin.
Figure 4-1 DEX Not Ready Status
NOTE
If the currently configured communications interface is not ready to communicate, a warning message displays informing the user of the status. The connection status icon in the menu bar always indicates the current status of the configured interface method (GREEN = ready, RED = not ready).
If for any reason there is a problem with the selected communication method, an error message displays.
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Figure 4-2 Communications Error
2. When the icon is green, you are ready to communicate.
Figure 4-3 DEX Ready Status
NOTE
If the connection is successful and ready to continue, the user is directed to connect the DEX interface device (cable or Bluetooth) to the receiver's DEX port.
3. Touch Ready to DEX to start the DEX transaction.
Figure 4-4 Ready to DEX
Program Flow 4 - 3
Figure 4-5 Communicating with DEX Server
When the transaction is complete, the invoice status of each invoice is updated to reflect the result of the transaction event.
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Figure 4-6 Invoice Status Screen
The user continues to initiate DEX transactions (as directed by the receiving clerk) until all invoices have acquired the CLOSED status. When all invoices have attained the CLOSED status, the client application exits automatically (by default). To change this behavior, go to the Settings screen.

CHAPTER 5 ADJUSTMENTS

Introduction

This sections details how to view invoice adjustments.

Adjustments

To view adjustments:
1. From the Invoice Status screen, touch an invoice list item.
Figure 5-1 Invoice Status Screen
NOTE
If any user-initiated or server-sided adjustments are received, the option View Adjustments is enabled in the View Invoice Detail screen in the upper-right hand portion of the menu bar.
2. Touch View Adjustments.
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Figure 5-2 Invoice Details
Figure 5-3 Adjustments

CHAPTER 6 COMPLETION

The DEX session is considered complete when all invoice states have been set to CLOSED. If the user attempts to exit the program before all invoices have been closed, a warning message displays.
Figure 6-1 Unclosed Invoice(s) Message
When SmartDEX exits, a specific notification is broadcast to the device system to notify any receivers or listeners that are waiting on it. Details of any adjustments or changes are recorded in the DEX_RESULTS.TXT file.
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© 2016 Symbol Technologies LLC, a subsidiary of Zebra Technologies Corporation. All rights reserved.
MN-002458-01 Revision A - August 2016
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