Counting Products for Replenishment with Palm RDC

Use the RDC Orders/Levels screen on the Palm device to count inventory at customer locations. The process for counting inventory at consignment and non-consignment locations is the same, but the way the system processes the information is different.

If you are counting in Order mode:

For non-consignment locations – The system creates orders for the quantity entered.
For consignment locations – The system creates a billing of usage for the quantity entered.

If you are counting in Levels mode:

For non-consignment locations – The system creates replenishment transfers based on stocking levels defined for the location.
For consignment locations – The system creates a billing of usage for the quantity used based on stocking levels defined for the location. You must create replenishment transfers using the count information.

Note: If you use flat files instead of Palm devices to collect count data, manually count inventory and populate the flat file. Use RDC Flat File Processing to upload and process the count data.

To count products for replenishment:

Display the Palm RDC application on your Palm device.

Tap the black triangle to display a list of all customers set up for replenishment.
Tap Orders or Levels for the appropriate customer.

Note: Edit the header information for the order, as needed.

In the Location field, enter or scan a location, if necessary.

Note: If you selected the Skip Location Field box on the RDC Preferences screen, you do not need to enter a location.

In the Item Number field, scan or enter one of the following for the item:

Customer part number
Eclipse part number
UPC number
User-defined number

In the Quantity field, scan or enter one of the following:

Order mode – The quantity for which to create the order or billing of usage.
Levels mode – The quantity in the location for which to create a replenishment transfer if below the defined minimum or a billing of usage.

Note: If you selected the Allow Quantity Scans box on the RDC Preferences screen, you can scan the quantity for the product. If you selected the Default Quantity to 1 box on the RDC Preferences screen and the quantity is one, skip this field. If the quantity is more than one, edit this field.

Tap the Next Item button to store the item in the count table and clear the screen for the next entry.
Repeat steps 4-7 for all items.
After counting all items, tap the View Counts button to display the count table for the items.
Review and edit the order, if needed.
Upload the information to the system.