Generating picklists and packlists in AMS
The first step in any market service, before heading on-site, is to generate a picklist and packlist for the market in AMS.
Log into AMS and click Restock List under the Inventory menu:
This will take you to a list of all locations for your organization. Locate the organization for the Smart N Go you wish to service, and click the blue New button:
(Note: if you see the green Planned button here, it means you have a previous market service that hasn't been properly closed out, and the associated inventory changes haven't been pushed through. If the restock was actually done, you'll need to print out the packlist and do a market service using the barcode on it, or you can create a new restock list and adjust your actual product pull to not include the already-stocked products. If the restock wasn't actually carried out, you can just click New.)
On the Edit Restock Plan page, you can confirm and edit the quantities for each product, and then click Print to print out either a picklist or a packlist. The picklist is sorted by product category, to assist drivers in picking from your warehouse. The packlist is sorted by module, tray, and column, to make stocking the market easier, and it is required that you print out the packlist and scan the barcode on it as described below in order to properly complete the market service.
Note: please be sure when printing the packlist that it's set to scale to fit to the page - otherwise, the barcode may not print fully and therefore will not work to complete the market service.
On-Site Market Service
There are two main steps to servicing a Smart N Go market. Step 1 is clearing stales out of the market. Step 2 is stocking products and closing the service.
Signing in With a Driver Account
At the standard market screen, you will need to log into your member account by scanning a market card or fingerprint.
If the fingerprint and card are not working, you can manually access your driver account by using the keyboard located inside the main station. Turn on the keyboard and hold the shift key and click anywhere on the screen. A page will be displayed asking for an email and a password. The email will be whatever was provided to the installer, the password will be 123456
On the Member screen, you will need to touch the logo in the upper left corner.
Note: This hidden button will only be available if logged into a valid driver account. If your sure this account had driver privilege's but the hidden button isn't working click the "Shopping Cart" button and then choose "Complete Transaction". Login again and the button should now be working
On the next screen, select the first option: Market Service
First Market Service - Stales
- You will need to scan your card or fingerprint at each module.
- The system will do a sensor sweep to count the current products then unlock the module.
- Pull all stale products and move remaining merchandise to the front of the compartments.
- Once the door is closed the system will lock and do another sensor sweep to count the changes.
- After all modules are updated, you will need to go to the Exceptions tab on the main station and select an option for each entry.
- In this process most of the items will be marked as "Spoiled" since you are removing the product due to the date expiring
Note: do not open exceptions until you are done inside the modules
- At the end of the Market Service, you will need to go the upload tab and select Upload and Close.
Second Market Service - Restock
At the standard market screen, you will need to log into your member account by scanning market card or fingerprint.
On the Member screen, the driver will need to touch the logo in the upper left corner.
Note: This hidden button will only be available if logged into a valid driver account. If your sure this account had driver privilege's but the hidden button isn't working click the "Shopping Cart" button and then choose "Complete Transaction". Login again and the button should now be working
On the next screen, select the first option: Market Service
- Scan the Packlist to begin the restock process
- Once the Packlist is scanned, the driver will need to scan their card or fingerprint at each module.
- The system will do a sensor sweep to count the current products then unlock the module.
- Once the door is closed the system will lock and do another sensor sweep to count the changes.
- After all modules are restocked, you will need to go to the Exceptions tab on the main station and select an option for each entry.
Note: do not open exceptions until you are done inside the modules.
5.1 If cash box is installed, and after you finish entering the exceptions, you will need to open the machine and pull the cash from the back of the bill acceptor, insert that cash into a bag, and then close the machine.
- You will then use the “Record Cash” screen to print out a blank receipt, which will be taken back to the branch / warehouse.
- At the end of the Market Service, you will need to go the upload tab and select Upload and Close
Manual Market Service
If you are adding products to a market without a product list you will need to add the products in manually. Log into your driver account and select the logo in the upper left corner.
In the driver menu select maintenance and open market service.
In market service you can scan into each individual module using your fingerprint or market card.
The system will do a sensor sweep to count the current products, and then unlock the module.
Once the sensor sweep has finished the door will unlock and you are free to add product to the module.
Once the product is stocked, close the door. Once the door is closed, the system will lock and do another sensor sweep to count the changes.
Open the exceptions page, the products you added will be on the left in red. Select the product and the reason you are add the product in the right column. The reason will most likely be Driver Add.
Once you have selected a reason for all the products in the right column, the product will display as green in the left column.