After entering FasTrax PSM on thehand held, choose “Receiving”.
Note- FasTrax PSM is accessed by pressing the “Start” option on the Hand Held home screen. Choose FasTrax PSM from this drop down.
Choose “Login” after the appropriateEmployee ID and Password areentered.
Note- Employee numbers and Passwords are created in the FasTrax Director through the “Maintenance” tab.
This will bring you to the “SelectReceiving Method section”. Thereare 2 selections; Begin A NewInvoice and Resume An UnfinishedInvoice. After selecting the intendedroute of receiving, press the“Continue” button.
Begin A New Invoice – Choose this ifthe invoice being received is a NEW invoice.
If “Begin A New Invoice” is chosen,pick the vendor for this new invoice.Press the down arrow under“Choose Vendor” for a drop down ofavailable vendors.
Use the scroll bar to see all available vendors. Once the correct vendor name is found, press the name and the field will become populated by this vendor.
After choosing the correct vendor,enter the invoice number eitherprovided by the vendor or printed onthe invoice. Then press “Continue”.
Note- Receiving via PO (purchase order) will be discussed in further detail on Pg ## of this manual.
Next, scan or type in the UPC of thefirst item you are receiving. Once theUPC is entered, press “Continue”.
Last Item Entered – This will be blank for the first item scanned. After an item is successfully scanned and entered, the last UPC scanned will show here. This is for reference when working with interruptions while scanning in an invoice.
Current Item Count – This displays a running total of entered item counts. This will increase as more items are scanned.
In the “Receive Qty” box, enter thequantity of the UPC you arereceiving. Confirm the cost of theitem is correct per the invoice. Press“Save” once the quantity and cost forthe UPC are correct.
“Cost” signifies how much you pay the vendor for each UPC at the time of receiving. This is usually indicated per line item on the invoice being received. This can be changed by pressing the “Cost” box and entering the cost. Note - “Expected Qty” is only populated when receiving a PO. When POs are created on the FasTrax Director, an expected quantity is set per item.
After pressing “Save”, you areprompted to enter the next UPC.Steps 6-7 are to be repeated until allitems being received are entered.
Notice you now show a “Last Item Entered”. This will change after each item scanned. Notice you now show a “Current Item Count”. This number will increase with each quantity entered.
When an invoice has beencompletely scanned, confirm the“Current Item Count” displayed onyour hand held matches that of yourinvoice.
Press the “Options” button when you have completed scanning. At any time during the scanning process “Options” can be pressed. “Options” is a menu to assist in reviewing, editing, resuming and saving invoices. Confirm this count matches the quantity total from your invoice!
Press “Save Invoice” toaccept what has been scanned.Saving an invoice accepts andcompletes it. Any necessarychanges are performed in the FasTrax Director.
Note- View Previous Items – If accessed during the scanning process, this takes you to a list of items already scanned for a current invoice. This enables you to edit quantities already entered for items. Click Here! Pg 15 Return To Entry – When in “Options”, thisreturns you to your current invoice. Save Invoice – Press this when an invoice has been completely scanned to accept and queue in the FasTrax Director. Saved invoices cannot be Resumed. Any changes necessary for a saved invoice will be done through the FasTrax Director.