ZYX
ZYX
FREQUENTLY ASKED QUESTIONS
Machine Information
FAQs - Machine Setup and Stocking
FAQs - Employee Access
FAQs - Technical Information
Implementation:
ORDER TO IMPLEMENTATION PROCESS - Checklist
NETWORK REQUIREMENTS FORM | INTERNET CONNECTIVITY:
OPEN PORTS:
Customer Network Questionnaire
SECURASTOCK SETUP
Pre-Arrival Checklist
Upon Arrival
Training
BADGE/CARD TEST REQUEST FORM
NETWORKING AND INTERFACES
Local Software vs. Cloud Software
Accessibility Differences
Networking for Customers
NETWORK REQUIREMENTS
VIRTUAL PRIVATE NETWORK (VPN):
OPEN PORTS:
NETWORKING FAQS
1. PRE-ARRIVAL
DETERMINE ON-SITE LOCATION FOR PLACING MACHINE
DATA TEMPLATE - Complete Data Template
NOTIFICATIONS - PRE-WORK
The Inventory Low Stock notification
Alert Notification
Request Notification
Transaction Error Notification
Urgent Need Notification
PRINT BARCODE LABELS & SHEETS
Getting Started
Printing the sheets
MACHINE ARRIVAL - SECURASTOCK HAS ARRIVED
First Inspection
Installation Tool Kit
Installation Tool Kit cont.
Place SecuraStock near Location
If utilizing a pallet jack:
If utilizing a forklift:
Remove SecuraStock from Pallet
Using a Forklift
Without a Forklift
Unpack SecuraStock
Leveling
INCLUDED INSIDE A NEW MACHINE
Powering on SecuraStock
Connecting the Monitor (optional)
Placement of Power Bar (optional)
Fences and Dividers (optional)
Universal Reader (optional)
Other Options
Shipping Container (optional)
LOAD PRODUCTS INTO THE MACHINE
Preparation
Steps to Load Products and Prepare Machine
D. Quick Start Guide
BASIC MACHINE USAGE
MACHINE OVERVIEW - Front View Exterior
Front View Interior
Barcode Scanner
Access Control Unit
GRAPHIC STRIP
You’re on Camera
Remove an Item
Taking Several of the Same Item
Returns
Jobs | Work Orders and Machines | Equipment
Accessing with PIN
Undo Last Scan
Item Urgently Needed
Attention Needed
Alert Light
Return Scanner to Cradle
OTHER MACHINE FEATURES
Cycle Count and Restock Barcodes
Cycle Count Adjustments
Cycle Count Adjustments (cont.)
System Status Barcode (for machines with monitors only)
Serial Numbers
BIOMETRIC AUTHENTICATION - How fingerprint recognition technology works
GETTING GOOD FINGERPRINTS
Proper Finger Placement
How Much Pressure is Needed?
Tips
ENROLLING USER FINGERPRINTS FOR SECURASTOCK ACCESS
The Access Control unit levels of authority:
Enrolling Users
Enrolling Power Users, Managers and Admins
SINGLE USER SIGN-ON - SECURASTOCK WEB PORTAL
LOG-IN SCREEN
DASHBOARD
SSO Organization Hierarchy:
GRANTING SSO ACCESS
UNDERSTANDING SSO USER, STOREROOM PERMISSIONS AND USER ADMINISTRATION
COMPARISON OF SSO USER, STOREROOM PERMISSIONS AND USER ADMINISTRATION RECORDS
GRANTING SSO ACCESS: AN EXAMPLE
Adding or Modifying SSO Users
Adding or Modifying Storeroom Permissions
ORGANIZATIONS AND STOREROOMS
Organizational Hierarchy
STOREROOMS
SSO REPORTING - Transaction Reports
INVENTORY REPORTS
USER INTERFACE SOFTWARE - LOG-IN SCREEN
To Log Into SecuraStock User Interface
Lost Password
SEARCHING
Using Search Filters
Types of Search Filters
Dynamic Search Filters
Time Search Filters
OTHER GENERAL CONCEPTS
Sorting
Icons
Choosing Language
Software Version Number
USER INTERFACE ACCESS ROLES
INVENTORY SCREEN
Inventory Fields
Barcode Scanning Cross Reference
INVENTORY SCREEN USAGE FOR STOREROOMS
Requests
ITEMS TO REPLENISH
Identifying Items to Reorder via Inventory Table
Reordering Items Using the Inventory Table Links
INVENTORY WITH LOW STOCK
Reorder Items Using the Create Reorder Links
Reorder Items through Export/Import of Files
View Stock Below Max
ADVANCED ITEM TRACKING
AIT: Inventory Screen
REORDER SCREEN
Reorders List: View All/Open/Closed
Identifying Vendor Sales Orders/Customer Purchase Orders
Receiving Items
Using SO and PO to Receive Items
Closing Reorders
Enable Automatic Reorders
SecuraStock Automatic Reorder Acknowledgement
TRANSACTIONS SCREEN
VIDEOS
Saving a Video
ADDING A TRANSACTION
TRANSACTION REPORTS
METRICS DASHBOARD
Saving a Video
REQUEST SCREEN: USER ROLE
Status of Requests
New Requests
Export Request List
NON STOCK REQUESTS
Creating a Non Stock Request
Approve or Reject a Non Stock Request
Fulfillment of a Non Stock Request
Additional Routing of Non Stock Requests
NOTIFICATIONS SCREEN
FREQUENCY OF NOTIFICATIONS
TYPES OF NOTIFICATIONS - Inventory Low Stock Notifications
Inventory Low Stock Notifications (cont.)
User Watch Notifications
Product Watch Notifications
Product Use Limit Notifications
Automated Transaction Reports
Request Notifications
Alert Notifications
Transaction Error Notifications
Urgent Need Notifications
Advance Item Tracking Notifications
Advanced Item Tracking Summary Report Notifications
CONFIGURATIONS SCREENS
CONFIGURATION TABLES - Departments
Department Fields
CONFIGURATION - Users
User Fields
User ID Cards
Example of User ID Cards - Parts Crib IDs
Parts Crib IDs (cont.)
CONFIGURATION - Jobs
Jobs Fields
CONFIGURATION - Machines
CNFIGURATION - Product Categories
Product Category Fields
CONFIGURATION - Storeroom Table
Storeroom Table Fields
Storeroom Table Fields (cont.)
CONFIGURATION - Data Import/Export
CONFIGURATION - EDI Configuration
SYSTEM STATUS
SYSTEM STATUS DIFFERENCES CUI VS. UI
SYSTEM STATUS SCREEN BUTTONS
UPDATING THE LOCAL SOFTWARE VERSION
Connecting to the Local User Interface
Doing the Update
System Events - Advanced Search
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GRANTING SSO ACCESS
GRANTING SSO ACCESS
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