Mobile app basics

What is the Mobile App?

• The Mobile App is the mobile app used on handheld scanner devices and on any phone or tablet with a camera.
• After you log in, it shows only the screens your role is allowed to use.
• It is designed for fast work on the floor (scan barcodes, find items, and update item info) without needing a computer.
• Most actions run in a specific Facility context, so what you see and can do depends on the facility you’re logged into.
• Facility context matters:
  • Several actions are executed against a specific facility (for example, item finding and location lookups use a facility identifier).
• Barcode input is a convenience mechanism:
  • Scanning can populate a field and trigger the same lookup/validation you would get by typing.
• Terminology change in v1.8: the Mobile App now says Appointment everywhere it previously said Schedule Item. The identifier is unchanged, and it now matches the Appointment ID shown on the order Details tab and on the Receiving and Shipping Orders grids in the web app.

Device differences

• The workflows in this lesson are the same on every device. Screens, required fields, and validation behave identically.
• Handheld scanner devices: a dedicated hardware scan function is used for barcode input.
• Phones and tablets: the Barcode button uses the device camera. Any camera-equipped phone or tablet is supported.
  • Install it the same way on every device: scan the install QR code published under Administration → Miscellaneous → Mobile App Setup. The code resolves to the correct app store for the device that scans it. Then complete the same first-launch Setup step with your site's setup QR code.
  • Navigate with the in-app controls — the Home icon and the top-bar logo both open the Menu Drawer. Where your device offers a system back gesture, that works as well.
  • No workflow is restricted by device type. Every screen described in this lesson behaves the same way everywhere.

Get to a usable home screen

1. Log in
   • On the Login screen, populate the required fields:
     • User ID
     • Password
     • Facility (may be hidden when only one facility is available)
   • Select Login.
     • If any required field is missing, expect an “all fields are required” user prompt.
     • If login credentials are wrong, expect an “invalid user ID or password” user prompt.
2. Confirm you can navigate
   • Confirm you land on the Main Menu.
   • From any screen:
     • Use the Home icon to open the Menu Drawer.
     • Use the top-bar logo action to open the Menu Drawer.

Safe edits

Find an item

1. Open Find Item from the Main Menu or the Menu Drawer.
2. Provide an Item ID by either:
   • Typing into Item ID, or
   • Using the Barcode button to scan.
3. If the Item ID is associated to more than one customer:
   • Use the Customer dropdown to select the correct customer.
   • (The dropdown is read-only if the Item ID has only one customer.)
4. Confirm the location fields populate as read-only (if the item in question is in a manual, unstructured location):
   • Bay
   • Row
   • Position
   • Level

Update an item

1. Open Update Item from the Main Menu or the Menu Drawer.
2. Complete the required fields:
   • Item ID *
   • Customer * (behaviour varies; dropdown is used when multiple customers exist)
   • Item Info Selection *
3. Use Item Info Selection to choose what you are updating:
   • Location
   • Status
   • Measurements
4. Edit the fields shown for that selection.
   • The update runs end to end on the device. There is nothing left to finish off in the web app afterwards.
5. Before you submit:
   • If you change the Item Info Selection while you have edits in progress, expect a prompt to discard changes or cancel.
6. Submit using Update Item.
   • If required fields are missing, expect a prompt to complete required fields.
   • If submission fails due to system or network error, expect an error prompt and your inputs should be maintained so you can retry.

Verification

• Use Find Item to confirm you can retrieve an item and see location fields populated.
• After an Update Item submission, check that you receive a confirmation prompt.
• If you have web app access, validate that the updated field is reflected on the inventory item record.