Sysco Counts Tablet User Guidecounts.sysco.com/documents/sysco_counts_tablet19_Final2.pdf · First, review Help in the app. Tap the Menu bar ... download the user guide for your mobile

© 2015 by Sysco. All rights reserved

user guide

Tablet

welcome to Sysco Counts Time is money in the foodservice business and every second counts – literally!

Sysco Counts simplifies taking inventory and ordering products by combining two powerful tools in one convenient app – saving you time and money while making your life easier!

This User Guide provides you with information on the following topics: • New Features • Sysco Counts at a Glance • Getting Started • Managing Everything • Inventory • Ordering • Frequently Asked Questions

new features What’s new in Sysco Counts 1.9?

New Features • You can now email, export, or print the Inventory Value Report as a Count

Sheet report. • Use the built-in camera on your iPad to scan barcodes. • All categories, locations, and item details now default for both the Inventory

Value Report and Bar Code Report to expedite generating these reports. • A floating numpad now displays to expedite inventory counting.

Support Features • The app now closes whenever you reset the device connection.

• When submitting support requests, tap and include the required user ID and a brief description of the issue.

• More helpful error messages now display to guide you when you experience log in issues.

• When you are logged in with offline status, the last sync time displays.

Note: This user guide includes images specific to the iPad. Unless otherwise noted, navigation and steps for Android are the same.

Sysco Counts 1.9 User Guide Tablet 2 January 2015

sysco counts at a glance It’s easy to navigate in Sysco Counts! Whether you are in landscape or portrait mode, features you want are only a tap away.

To quickly access a feature, tap anywhere on the left side bar to open the menu and tap the icon:

Reset Quantities Refresh

Order History Help

Reports My Profile

Manage Everything Settings

Add Non-Sysco Item Log Out


getting started Let’s look at some basics so you can quickly get what you need and start using Sysco Counts with confidence. First, review Help in the app.

Tap the Menu bar

Tap Help


getting started | help By exploring Help, you can quickly become familiar with Sysco Counts features.

Swipe right to view the next Help page

Tap anywhere to go back to the app


getting started | settings From the Settings screen, you can view the Sysco Counts version number, review the end user license agreement (EULA), set up password reset information, and access support information.

setting up password reset information Sysco Counts requires a user name and password to access the app. Password protection ensures your information stays secure.

You can easily reset your password once you set up your security questions, and you only have to set up questions and answers once.

To set up password security questions and answers, complete these steps:

1. Tap the Menu bar. 2. Tap Settings. The Settings screen displays. 3. Tap Configure PWD Reset Challenges.

The Sysco Self-Care Services screen displays.

4. In the User ID field, type your user name.

5. In the Password field, type your password. The Forgotten Password Information screen displays.

6. Choose any two questions and provide your answers.

7. When finished, click OK. Once your password security questions and answers are set up, you can to reset your password.

resetting your password If you need to reset your password, click the Forgot Password? link to reset it.

After correctly responding to your security questions, you can reset your password.


getting started | support information Take a look at the Support page to get answers to your questions about using Sysco Counts.

Several options are available to make it easier to access support:

• Contact Us—Contact your Sysco support team or customer service.

• Submit Support Request—Tap to submit a support request and include your user ID, account number, phone number, and a description of the issue.

• Reset Connection—Tap to reset your device connection. Resetting your device connection clears local cached data, and closes the app. To reestablish the server connection, reopen the app and log in.

• Knowledge Base— Tap to access the Sysco Counts microsite where you can learn more about the latest version, view FAQs and videos, and view or download the user guide for your mobile device.

• Maintenance Hours—View the days and times Sysco Counts is temporarily unavailable due to server maintenance.


getting started | my profile On the My Profile screen, customize your view of product information, view and manage multiple accounts, set up your account representative’s information, and enter up to three email addresses to stay informed about an order.

setting default options From the My Profile screen, you can select default settings for the Inventory Unit and List Ordering.

1. To set the Inventory Unit default, tap CS, EA/LB, or CS/LB.

A message displays to confirm the changes for future and/or existing items.

2. To set the List Ordering default, tap either the A-Z or Custom option.

viewing and managing multiple accounts With the multiple accounts option, you can view and manage several accounts without logging out. When you first log in, a window displays listing the accounts you can access.

1. Tap the account that you want to work with.

2. Tap Next. A message displays to inform you that information is synchronizing.

If you are already working in an account and want to access a different account, you can easily switch between accounts.

1. Tap the Menu bar.

2. Tap My Profile . The My Profile screen displays.

3. Tap a different account.


managing everything Next, let’s look at customizing Sysco Counts with your inventory and moving items where you want to keep them.

Tap Menu bar

Tap Manage Everything


managing everything | creating locations On the Manage Everything screen, you can set up and organize locations, categories, par groups, and non-Sysco providers. Let’s create a new location or category.

Tap

Name your location or category

Tap Done


managing everything | organizing locations Keep your locations organized to make taking inventory less time consuming.

Tap Organize to move items to a different location

Tap the location Tap the item(s) to move

Tap Move To Location

Select the new location and tap Move

Tap Done


managing everything | customizing categories Rearrange the order of categories to fit the way your business is organized.

For the iPad:

Tap and hold , then drag the category to the new location

For the Android mobile device:

Tap , then tap to move the category to a new location


managing everything | tagging items to custom categories You can assign or tag items to more specific categories that you create to make navigation easier. For example, create a custom category named Appetizer. You can then assign any of your appetizer menu items, such as cheese, to the Appetizer category rather than Dairy, to expedite the inventory and ordering process.


managing everything | organizing par groups You can easily organize items in par groups to fit the way you order products.

Tap Organize to organize par groups

Tap Select A Par Group

Select the par group. A list displays

From the list, type the par level for the item you want to add to the par group

If you want to view only the par items in the list, tap Only Par Items

Tap Done

defining par as case or each unit When viewing items within a par group, select either case (CS) or each (EA) unit for each item.


inventory With Sysco Counts, taking your on-hand inventory is easy.

switching between list views Tap the Products A-Z View button to sort any inventory list alphabetically.

using the decimal point Using the decimal point on the NumPad, you can capture accurate on-hand quantities and a more accurate inventory count.

When the on-hand quantities and inventory count are set to case (CS), always enter the case quantity in three digits to accurately capture quantities. For example, if you are taking inventory of wine, which has 12 bottles per case and you have six bottles on-hand, type 0.5 in the On-Hand quantity field.

When the on-hand quantities and inventory count are set to each (EA), enter the number of individual items. A decimal point is not needed. For example, if you are taking inventory of wine, which has 12 bottles per case and you have six bottles on-hand, type 6 in the On-Hand quantity field.

exporting the Inventory Value Report You can easily export and email the Inventory Value Report.


2. Tap Inventory Value Report.

3. Clear the check boxes for any categories or locations that you want to exclude from the report.

4. Tap the Show line items toggle to On if you want all items in the selected categories and locations with on-hand inventory to display.

5. Tap Email. A new email message displays with the Inventory Value Report information.

6. In the To field, type the recipient’s name.

7. When finished, click Send.


inventory

exporting the Count Sheet Report You can export and email the Inventory Value Report as a Count Sheet report. With access to the Count Sheet report, you can delegate inventory count to someone else who does not have access to a mobile device.


2. Tap Inventory Value Report.

3. Clear the check boxes for any categories or locations that you want to exclude from the report.

4. Tap the Count Sheet toggle to On. This shows all items that belong to all categories and locations regardless of the on-hand quantity.

5. Tap Email. A new email message displays with the Count Sheet information.



scanning barcodes You can use the built-in iPad camera to scan barcodes.

1. Tap Camera . The iPad camera launches.

2. To scan the barcode, place the camera’s red line precisely on top of the barcode.

3. When you initially scan the item, the inventory list refreshes with the item number.

4. Each time you scan the item (after the initial scan), the app automatically increases the on-hand quantity.

Note: When you scan items from the Ordering screen, the app automatically increases the order quantity.


ordering With Sysco Counts, you can quickly order products.

selecting next scheduled delivery date When you submit an order, you can change the default scheduled delivery date to a future date on your delivery schedule.

viewing item stock type At a glance, you can identify the stock type for items you are ordering.

viewing suggested replacement items You can easily identify Sysco’s suggested replacement item for an item that is being phased out.

emailing or exporting the Order Cart You can easily email or export your detailed order from the Order Cart.

1. Tap Order Cart.

2. Tap Email. A new email message displays with the Order Review Report information in .PDF and .CSV formats.




frequently asked questions While the Sysco Counts app is user-friendly and intuitive, not everyone is a pro right away. This section provides answers to frequently asked questions about the app. Look in this section for shortcuts or answers to help you use the app more efficiently. You can also check out Help provided in the app.

getting started How do I download Sysco Counts?

To download the mobile app on your mobile device:

1. Visit the Apple App store or Google Play Store on your mobile device.

2. Type Sysco, Sysco Counts, Inventory, or Ordering in the Search bar.

3. Tap the buttons to download and install the app.

4. Contact your local Sysco representative to get started.

What are the system requirements for Sysco Counts on an Apple device?

Sysco Counts requires iOS6 or later and is compatible with iPad 2 or later.

What is required to get login information for Sysco Counts?

Contact your local Sysco company so they can set you up.

How can I check out a demo of the app?

If this is your first time running the app, complete these steps:

1. Go to Settings and find Sysco Counts.

2. Turn on the Demo Mode.

3. Start the app and tap to log in (no login ID or password required).

Once you have already attempted to run the app, delete the instance that is running by completing these steps:

1. Double-tap the Home button and hold down the icon until it starts wiggling.

2. Tap Delete .

3. Go to Settings and find Sysco Counts.

4. Turn on the Demo Mode.

5. Open the app.

6. Tap to log in (no login ID or password required).


https://itunes.apple.com/app/id596135676?mt=8

https://play.google.com/store/apps/details?id=com.sap.mdc.sysco.rio&hl=en

frequently asked questions | getting started How do I transition from the demo to live mode?

To transition from the demo to live mode, complete these steps:

For the iPad:

1. Delete the instance of the app by double-tapping the Home button and holding down the icon until it starts wiggling.

2. Tap Delete .

3. Go to Settings.

4. Find and select Sysco Counts.

5. Turn off the Demo Mode, and close Settings.

6. Open the app.

7. Log in with the login ID and password to access your live account.

For the Android tablet:

1. With the Sysco Counts app open, tap the menu icon.

2. Tap Settings.

3. Clear the Demo Mode check box.

4. Tap return to app .The Settings Changed pop-up displays.

5. Click OK.

6. Delete the instance of the app by tapping the menu icon, then tap Terminate.

7. Relaunch the app.

8. Log in with the login ID and password to access your live account.


frequently asked questions | getting started Can I access the app in a browser via a laptop or desktop?

The Sysco Counts mobile app is only available for tablets and smart phones.

Does the app work offline?

Yes, most features of the app function offline, but you need Internet connectivity to search for products in the Sysco Catalog and submit orders. All changes are saved to your mobile device until you regain connectivity.

When should I use Refresh?

Sysco Counts saves all data changes to the server every 30 minutes. When you make several changes, Sysco recommends you tap Refresh to save those updates to the server.

How long does the initial synchronization or data update take?

Depending on your Internet connection, the update typically takes less than 10 minutes.

How do I delete an instance of the app?

1. Double-tap the Home button and hold down the icon until it starts wiggling.

2. Tap Delete .

Where do I access Help for the app?

1. Tap the Menu bar on the left from the landscape mode or tap in the top left corner from the portrait mode.

2. Tap Help.

Does the app work with a barcode scanner?

Yes, the app works with Bluetooth® barcode scanners. Sysco recommends using Socket Bluetooth® Cordless Hand Scanner (CHS), 7Ci. You can find more information on the website: http://socketstore.com/cx2870-1409.html.

The Cordless Hand Scanner (CSH), 7Mi, is also available from the Socket Mobile website: http://socketstore.com/scanners/cx2872-1411.html.

How do I use the Bluetooth scanner in the app?

The Bluetooth scanner must be paired with the tablet device first. Then in the app, tap Search and begin to scan.


http://socketstore.com/cx2870-1409.html

http://socketstore.com/scanners/cx2872-1411.html

frequently asked questions | managing everything How do I create a location?

To create a location:

1. From the Menu bar, tap Manage Everything.

2. In the Locations panel, tap .

3. Name your location.

4. When finished, tap Done.

How do I organize locations?

To organize locations:


2. In the Locations panel, tap Organize.

3. From the list, tap the items you want to move to the new location.

4. Tap Move To Location.

5. Select the new location and tap Move.

How do I sequence items in a location?

To sequence the list of items within a location:



3. Tap All Locations and select the location.

4. Tap and hold for the item you want to move and slide up or down in the list.


How do I move items from one location to another?

To move items to another location:



3. Tap All Locations and select the location.

4. Select the check box for the item or items you want to move.

5. Tap Move To Location.

6. Select the new location for the item or items and tap Move.


frequently asked questions | managing everything | par What is a par group?

A par group is the name of a list of items with par levels. The par level is a marker in inventory levels that indicates replenishment is necessary. It indicates the amount you need to have in on-hand inventory for that item.

For example, the first Monday of every month you have an all-you-can-eat shrimp feast. To accommodate this event, you can create a par level group called Shrimp Monday that includes all the items you need for the shrimp feast.

Par level groups let you create pre-set quantities for placing orders quickly and efficiently.

How do I create a par group?

To create a par group:


2. In the Par Groups panel, tap .

3. Name your par group.


How do I organize par groups?

To organize par groups:


2. In the Par Groups panel, tap Organize.

3. Tap Select A Par Group.

4. Select the par group. A list displays.

5. From the list, enter the par level for the item you want to add to your par group.


How do I create a par list with par levels?

With the par group selected, complete these steps to create a par list with par levels:

1. To filter the list, tap either Locations or Categories. For example, tap the Meats category.

2. Tap Select A Par Group and select the par group.

3. From the list, type the par level for the item you want to add to your par group.


5. To return to the Inventory screen, tap either Back or Inventory.


frequently asked questions | inventory What items initially display in the inventory list?

Sysco Counts starts with the 8-week purchase history for both the inventory and order list. You can add more items to the list as well as from the Catalog screen.

Can I add products to the inventory list?

To add more items:

1. Tap the Catalog tab.

2. Tap Order Guide or Sysco Catalog.

3. Use Search or other filter to find the product you want to add.

4. Tap Add to Inventory.

Can I add a product to multiple locations for the inventory list?

Since each product line item is associated with one location, complete these steps to add the same product to multiple locations:

1. Identify which product you want to assign to an additional location.

2. Tap Catalog to find the product you want to add.

3. Tap Add to Inventory. 4. From the Add item screen, enter or complete this information:

• Tap Location and select a different location than what is already in inventory.

• Click Back.

• In the Quantity On Hand field, type the quantity for the new location.

• When finished adding item information, tap Done. Notice the green leaf moves to Inventory, and the new inventory count changes to reflect the new item.

5. Tap Inventory. If you do not see the item, tap Refresh to view the item with the new badge.

Can I delete products from the inventory list?

To delete items:

1. Tap Brand Indicator . The Inventory Detail page displays.

2. Tap Delete.

Can I generate the Inventory Value Report using the purchased price?

Currently, the Inventory Value Report uses the current day’s price. The purchased price will be available for this report in a future release.


frequently asked questions | inventory Does the app support inventory for multiple accounts on one device?

Yes, you can take inventory for one account and switch to a different account on the same device.

Can I stay on the same row (or item) in the inventory or ordering list when rotating the device?

Due to performance optimization, Sysco Counts will always go to the top of the list when the device is rotated.

When you take inventory or are performing other critical functions, Sysco recommends that you turn on lock rotation to prevent the device from rotating.

Can I edit the inventory unit/order unit for non-Sysco items?

You can set the inventory unit to each (EA), case (CS), or pound (LB).

How do I set up my non-Sysco item correctly and save?

The item must have a UPC and Category entered. Then enter the Pack and Size (if known) with “/” between them. In the Pack field, only enter a numeric quantity so that the item saves correctly. The Pack/Size field defaults to 1/1, if you do not know or enter the quantities.

How do I get my non-Sysco item to calculate inventory count correctly?

To calculate the inventory count correctly, enter at least the Pack when the unit is each (EA) or Weight if the unit is pounds (LB). Non-Sysco items do not include catch weight, and size is not part of the equation.

Why is the order quantity for non-Sysco items different than I expect?

When you add non-Sysco items, ensure that you define how many individual items are in the case. By doing so, your inventory and ordering quantities are in sync and the pricing calculates correctly.

Simply, take your inventory by case or quantity sold and define how much of one case is on-hand. For example, if you are taking inventory of wine, which has 12 bottles per case and have six bottles on-hand, type 0.5 in the On-Hand quantity field.

When the on-hand quantities and inventory count are set to each (EA), enter the number of individual items. For example, if you are taking inventory of wine, which has 12 bottles per case and have six bottles on-hand, type 6 in the On-Hand quantity field. To define the Pack/Size:

1. From the Menu bar, tap Add Non-Sysco Item.

2. In the Brand field, type or select the brand name.

3. In the Location field, type or select the name of the location.

4. Complete the remaining inventory and ordering information.

5. Swipe down to the Product section.

6. In the Pack/Size field, type the quantity of items sold in a case.

7. Then select the appropriate inventory unit for this item from the Inventory Unit field.


frequently asked questions | ordering How long does it take to receive an order confirmation?

Once you submit the order, it typically takes about two minutes to get the order number.

Do I receive an email confirmation for the order?

Yes, if your email address is entered under My Profile.

To keep informed about an order or changes to an order, enter your email address. Complete these steps:

1. Tap My Profile.

2. In the Email field, type in your email address.

If your account representative’s email is entered, he or she receives a copy of the order.

Does the order show up in eSysco or Sysco Market?

Sysco Counts orders will automatically show up in Sysco Market for SAP, but do not integrate with eSysco or Sysco Market for SUS.

Does the app handle out-of-stock items?

Sysco Counts displays a banner next to items with a specific stock type to provide information at a quick glance. If the requested item is no longer available, Sysco Counts displays a suggested replacement item for the item that is out of stock.

Can I view product images?

Sysco Counts displays the product image, if available, on the Inventory Detail and Item Detail screens.

Can I view the third line description?

This feature will be available in a future release.

Can I view nutritional information?

This feature will be available in a future release.

Can I select the delivery date?

When you submit an order, you can change the default scheduled delivery date to a future date on your delivery schedule.

How do I use and apply a par list for ordering?

To use and apply a par list:

1. Tap the Ordering tab.

2. Tap Select Par.

3. Tap the par group you want to use. Only the items from that par list display.

4. Tap Apply to Order.

5. To view all the items for the order, tap the shopping cart.

6. When finished, tap Submit.


frequently asked questions | ordering How does Apply to Par Order work?

By default, the app uses each (EA) and pound (LB) (if a catch weight item) for the inventory unit.

Note: You can select each (EA) for your par level when the item is splittable.

When you select a par and apply it to the order, the app takes the on-hand quantity that is in EA and LB and converts it to what is needed for the case (CS) amount. If you want to change the inventory unit to CS, complete these steps:

1. Tap Brand Indicator to view the Inventory Detail.

2. Update the inventory unit.


Documents

Sysco Counts Tablet User Guidecounts.sysco.com/documents/sysco_counts_tablet19_Final2.pdf · First, review Help in the app. Tap the Menu bar ... download the user guide for your mobile