New Work Sheet on GRIP Unit

Select NEW WORK SHEET on the GRIP unit to begin the process of creating a new Work Sheet file on the GRIP handheld unit.
Once downloaded into Texada SRM software, this file can be used to create the product list for a document in Counter Worksheet .

The Work Sheet file consists of the Header and the Product Detail.

ADD WORK SHEET HEADER

TITLE:
The first Work Sheet screen is the Header, where a Title can be entered.
The Title cannot be left blank.
Once downloaded into Texada SRM software, this Title will be used to identify the GRIP download file in the selection list to be converted to a document in Counter Worksheet.
Normally the Title will consist of the customer’s name.
For example: John Smith rents several products. When this is entered into the handheld unit, the Title is then entered as John Smith.

Once the Work Sheet Title has been entered, select either:
DETAIL: to enter the Work Sheet details consisting of the barcode numbers with corresponding quantities.
CANCEL: to cancel out of the Work Sheet. If cancelled, the Work Sheet Title will not be saved.

PRODUCT DETAILS SCREEN

The products can now be scanned or manually entered into the Work Sheet Details. The 3 valid screen Modes include ADD, EDIT, and DELETE.

ADD: When the Work Sheet Detail screen is first accessed, the screen begins in ADD mode.

Scanning the barcode on an item, will enter one line of Detail that consists of the barcode number and a quantity.
A parameter in the GRIP Settings can be set to default the quantity to 1 on any product scanned.

Alternatively the barcode number and quantity can also be typed manually into the Grip Work Sheet file.

The product quantity can be adjusted by increasing or decreasing the value by 1 or by 10, by clicking on the One and Ten Up/Down Arrow buttons.

Once the product and quantity have been entered, select the ACCEPT button to add the detail to the Work Sheet.

EDIT: Select the EDIT button to change existing lines of Detail.
Highlight the line of Detail to be edited in the lower portion of the screen. The upper portion of the screen will then be filled in with the single line of Detail that was selected in the lower portion of the screen.
The upper portion of the screen is used to edit the selected line of Detail. Once the necessary changes have been made, click in the ACCEPT button to verify the desired changes.

DEL: Select the DEL button to delete a record from the Detail list.
Highlight the line of Detail to be deleted in the lower portion of the screen and then select ACCEPT to verify.

FINISH: When the products are all listed correctly, select the FINISH button to exit out of the Detail and save the Work Sheet.

CONFIRM: Select OK when the Work Sheet is completed, or CANCEL to return to the Work Sheet Detail.


Topic Keyword: GR0001
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