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Apex Manual

F3 SET LEVELS

Before setting levels, make sure you upload inventory to Apex. (See "Upload Inventory To Apex). Once the upload to the Apex is complete, follow these steps to "Set Levels".

1. Press <F3> Set Levels.

2. You will now be in the sub menu for Set Levels. Press the <Enter> button.

3. You will now be asked if this is a new record. The default is "No"

4. Press <Enter> if this is not a new record.

5. Press the <Scan> button to scan the UPC # or manually type in the item number if no UPC # is available to scan.

6. The display will now show he following: UPC#, Qty (= qty on hand), Min (= reorder point), Max (= restock level), Change? Y/N

7. The screen defaults to "No". If you wish to leave the settings as they are on the screen press <Enter>.

8. If you wish to change the settings press < Y> .

9. The display will now show the UPC#, Qty and New Qty. If you wish to change the quantity enter the new on hand amount and press <Enter>. If you do not want to change the on hand quantity, leave the "X" and press <Enter>.

10. The display will now show you the UPC#, Restock and New Restock level. (Restock equals max level of inventory on shelve) If you wish to change the restock level enter the new restock level and press <Enter>. If you do not want to change the restock level leave the "X" and press <Enter>.

11. The display will now show you the UPC#, Reorder and New Reorder level. (Reorder equals the lowest level of inventory on shelve) If you wish to change the reorder level enter the new reorder level and press <Enter>. If you do not want to change the reorder level leave the "X" and press <Enter>.

12. Now you are ready to go onto the next item.

13. If this is a new item press "Y".

14. You will now type in the item description. You have up to 31 characters to use for your description. When complete press < Enter>.

15. Enter price and press <Enter>.

16. Enter on hand quantity and press <Enter>

17. Enter restock level and press <Enter>

18. Enter reorder point and press <Enter>

19. Once you have completed the area you are working on, you will need to download your changes to the database.

20. Insert the Apex into the Communication Cradle.

21. Return to the Windows Desktop.

22. Double Click on the Icon for "Update Level From Apex".

23. The program will run.

24. "Make Sure the Unit Is Docked and Turned On" message will appear

25. Turn the Apex ON if necessary and click <OK>.

26. If you get an error message that says "Communication Failed" the Apex probably was not on when you clicked <OK> (SEE BELOW)

27. You will hear a beep and the transfer of items will begin.

28. You will know it is working because shortly after the second beep the Apex screen will display "Receiving File".

29. Remember the process can take from 5 to 20 minutes depending on size of the database.

When finished, the program will close and the Apex will beep and return to the Main Menu.

Before setting levels, make sure you upload inventory to Apex. (See "Upload Inventory To Apex). Once the upload to the Apex is complete, follow these steps to "Set Levels".

1. Press <F3> Set Levels.

2. You will now be in the sub menu for Set Levels. Press the <Enter> button.

3. You will now be asked if this is a new record. The default is "No"

4. Press <Enter> if this is not a new record.

5. Press the <Scan> button to scan the UPC # or manually type in the item number if no UPC # is available to scan.

6. The display will now show he following: UPC#, Qty (= qty on hand), Min (= reorder point), Max (= restock level), Change? Y/N

7. The screen defaults to "No". If you wish to leave the settings as they are on the screen press <Enter>.

8. If you wish to change the settings press < Y> .

9. The display will now show the UPC#, Qty and New Qty. If you wish to change the quantity enter the new on hand amount and press <Enter>. If you do not want to change the on hand quantity, leave the "X" and press <Enter>.

10. The display will now show you the UPC#, Restock and New Restock level. (Restock equals max level of inventory on shelve) If you wish to change the restock level enter the new restock level and press <Enter>. If you do not want to change the restock level leave the "X" and press <Enter>.

11. The display will now show you the UPC#, Reorder and New Reorder level. (Reorder equals the lowest level of inventory on shelve) If you wish to change the reorder level enter the new reorder level and press <Enter>. If you do not want to change the reorder level leave the "X" and press <Enter>.

12. Now you are ready to go onto the next item.

13. If this is a new item press "Y".

14. You will now type in the item description. You have up to 31 characters to use for your description. When complete press < Enter>.

15. Enter price and press <Enter>.

16. Enter on hand quantity and press <Enter>

17. Enter restock level and press <Enter>

18. Enter reorder point and press <Enter>

19. Once you have completed the area you are working on, you will need to download your changes to the database.

20. Insert the Apex into the Communication Cradle.

21. Return to the Windows Desktop.

22. Double Click on the Icon for "Update Level From Apex".

23. The program will run.

24. "Make Sure the Unit Is Docked and Turned On" message will appear

25. Turn the Apex ON if necessary and click <OK>.

26. If you get an error message that says "Communication Failed" the Apex probably was not on when you clicked <OK> (SEE BELOW)

27. You will hear a beep and the transfer of items will begin.

28. You will know it is working because shortly after the second beep the Apex screen will display "Receiving File".

29. Remember the process can take from 5 to 20 minutes depending on size of the database.

When finished, the program will close and the Apex will beep and return to the Main Menu.

Please note: If this procedure is being done while the store is open, your on hand quantities will be changing based on sales or receiving in the QuickSell/Store Ops database. When the Apex is downloaded the records that have been changed will overwrite the current on hand quantities in the QuickSell/Store Ops database. This procedure is best done after hours. Or, while working on small areas that you can track items sold while setting levels.

If the Apex gave a "Communication Link Failed " message, click <OK> on the error message and repeat from step 14. The Apex probably turned off before you clicked <OK> to the "Make Sure the Unit Is Docked and Turned On" message. Remember the Apex turns itself off after about a minute of not being used to conserve battery life.

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