Portable Scanner – HT330 Physical Inventory

HT630

System Defaults – Advanced Tab

Select Unitech HT330 under Portable Bar Code Scanner.

Physical Inventory Portable Bar Code Menu

Physical Inventory Bar Code Menu is a feature that comes with the optional Bar Code Module. This screen allows you to complete the steps necessary for bar coding. COGZWeb Users see the COGZWeb Operating Manual for required procedures.

Download Scanner Data: Press this button to download the data.

Import Data for Review: Imports the data to the physical inventory system from the file created in the previous step.

Review and Process Imported Data: This screen is very similar to the Physical Inventory Count Entry screen. The only differences are in the Location and Part Number fields. This is because the inventory actually has to be scanned. If a part error message is received, it is caused by a scanned part that is no longer in inventory or a location that has changed.

Inventory Bar Code Adjustment Review List – Portable Menu 

Physical Inventory Bar Code Scanning

The Bar Code Module is an optional module. The portable laser bar code scanner is used to automate the process of updating physical inventory counts. It is used with the Bar Code Module. The physical inventory installation process consists of the following:

COGZWeb Users see the COGZWeb Operating Manual for additional procedures.

Scanner selection can be found on the Advanced Tab of the System Defaults Form (shown above).

Physical Inventory Process

Using the Portable Bar Code Scanner to enter physical inventory counts*:

*Your physical inventory and transaction (issue/receive/restock) data are two separate files. You can download each file separately into COGZ.

The scanner is turned on using the 1/0 button.

Do not press any buttons when on the main dashboard screen.

Swipe up for main COGZ menu

You will have a choice of inventory adjustments: Physical Inventory, Issue, Receive, or Restock.

Press the Physical Inventory button to take Physical Inventory counts.

3. Enter the count of parts on hand using the keypad and press ENT. (Scanning the third barcode on the inventory tag scans a quantity of 1.)

4. Repeat from 1 above until finished.

5. When finished and it is asking for the next item, press the back arrow at the top of the Add Item- Issue screen to exit.

Physical Inventory Bar Code Menu

To download the physical inventory data into COGZ: Start COGZ and select the Inventory menu, Physical Inventory menu, and Portable Bar Code option.

COGZWeb Users see the COGZWeb Operating Manual for additional procedures.

Connect the scanner to your workstation using the USB cable. Using File Manager, This PC, Verify the HT330 is visible and you can navigate to its files. If not, you will need to run StageGo and scan the USB Connection bar code.

Step 1 – Press the Download Scanner Data button. If you see Copying from Mobile Device Failed, click OK and follow instructions above to connect the USB port.

Step 2 – In COGZ, Press the Import Data for Review button.
This process imports the data into a COGZ list for final review before actually changing your inventory.

Step 3 – Press the Review and Process Imported Data button.
This process will change the inventory to reflect the new adjustment quantities.
See Inventory Bar Code Adjustment Review List – Portable Menu above for details.

After completing Step 3, make sure you clear the file in the laser scanner so your next adjustment scanning does not contain outdated information. From the Main- Actions swipe up on the screen. Press the Physical button under Clear to erase the Physical Inventory file in the Portable Scanner.