TagMatiks Wedge - iOS Help

Inventory Using Reference File for Retail RFID Mandates

 
Summary:

RFID, which is the acronym of “Radio Frequency Identification” a technology used where automatic & unique identification systems are needed. RFID allows a business to identify individual products and components and to track & take their inventory throughout the supply chain from production to point-of- sale.

This document illustrates how your UPC list can be used as a “Reference file” and link or combine with the “TagMatiks Wedge” inventory data. This document will guide you the procedure to map the Headers of a Reference file and then show them as the Inventory attributes in TagMatiks Wedge application.

Pre-requisites

1. TagMatiks Wedge should be installed on your iOS device

2. RFID Reader should be sufficiently charged.

3. iOS device should be sufficiently charged.

4. Bluetooth of iOS device should be ON.

5. iOS device should be kept near the RFID reader.

6. Reference file should be ready.

This document is divided into multiple sections as:

A. Pairing of Reader with iOS device using TagMatiks Wedge Application

B. Creating Reference File

C. Importing the Reference File

D. Header Mapping in TagMatiks Wedge Application

E. Setting up “Inventory View Configuration” in TagMatiks Wedge Application

F. Setting up “Filters” in TagMatiks Wedge Application

G. Setting up “Export Fields Configuration” in TagMatiks Wedge Application

H. Taking Inventory using TagMatiks Wedge Application

I. Exporting Inventory File using TagMatiks Wedge Application.

A. Pairing of Reader with iOS device using TagMatiks Wedge Application.

1. Open the TagMatiks Wedge application and login into it.

2. In the Home page of the application, you can check the reader’s connection status; as shown below in Fig 0.1

3. As no reader is paired with this iOS device, thus the status is showing as: “Reader Disconnected”. Refer above image[Fig 0.1].

4. To make the connection with RFD90 reader; Click on “Manage Reader” option from the Home Page.

Fig 0.1: Reader Disconnect Status showing in Home Page.

NOTE: Make sure the iOS device’s Bluetooth must be on.

5.Then multiple reader options will come on the display.Select “Zebra RFID Readers” As shown in Fig 0.2.

Fig 0.2: Multiple Reader Option List.

6. Then a new window will open, named: “Readers List.”As shown in Fig 0.3.

Fig 0.3: Reader List Page.

7. Click on RFD90 and bring the RFD90 reader close to the iOS device.

8. The reader’s name will be “Zebra RFD90+”. As shown in Fig in 0.4.

Fig 0.4: Reader Setting page.

9. Application will also fetch the Serial number of connected device and show it along with the reader’s name; as shown in above image[Fig 0.4].

B. Creating Reference File as Sample

The Reference File should be in either CSV or Xlsx format.

For creating a new Reference file, open an excel sheet and make entries in it. Please refer below table created in an excel sheet, incorporating UPC details as sample.

So, all the column’s names are the Headers and can be used to map in the TagMatiks Wedge application.

C. Importing the Reference File

1. Click on the Application Configuration option from the home page of the application. As shown in Fig 0.5.

Fig 0.5 : Application Configuration option on home page.

2. To add a Reference File, click on the “Reference File” button option. Please refer to the below image Fig 0.6.

Fig 0.6 : Reference File option.

3. Then the system will redirect you to the Reference file page. As shown in Fig 0.7.

Fig 0.7 : Reference File page.

4. Click on the browse option button for selecting the (Reference File).

5.Select this reference file and then it will be imported into the application; as shown in the image below. Fig 0.8:

Fig 0.8 : Reference File in location
D. Header Mapping in TagMatiks Wedge Application.

1. Once the reference file is imported; click on the “Header Mapping” button - on the bottom right-hand side of the application.

2. A new window named “Header Mapping” will open. Click on the drop-down icon of “System Fields”, to select the default fields that you want to map with the reference file’s columns. As shown in Fig 0.9.

Fig 0.9 : Header Mapping Page.

3. You’ll see a list of default fields.You must select at least one field. In this example, “GTIN” is selected. As shown in Fig 1.0.

Fig 1.0: System Fields Default Lists.

4. Click on the drop-down icon of “Reference Fields” to map the Header of reference file with the default selected field of the TagMatiks Wedge application.As shown in Fig 1.1.

Fig 1.1 : Click on Reference Field option.

5.The application will show you the list of Reference Fields. You must select at least one field that you want to make it as a primary field to the default field. In this example, “UPC” is selected. As shown in Fig 1.2.

Fig 1.2: Reference File Lists.

6. After selecting both fields, click on the “Add” button to map these two headers. As a result, the Header Mapping field is added. As shown in Fig 1.3.

Fig 1.3 : “Add” Button available for adding both fields.
Fig 1.4:: After adding both Fields.

7. Then click the “Save” button on the bottom right-hand side of the application, As a result, the application confirms that “Header mapping saved successfully”. As shown in Fig 1.5.

Fig 1.5: Click on Save Button option.
E. Setting up “Inventory View Configuration”

The data view feature allows you to customize the view when conducting inventories so you can see data that is best fit for your application. To configure the data view settings of Inventory operation, in TagMatiks Wedge application; please follow steps below:

1.Click on the Application Configuration option from the home Page.

2.Then a new window will open, named: “Application Configuration”. Select the “Inventory View Configuration” button. As shown in Fig 1.6.

Fig 1.6: Inventory View Configuration option available.

3. A new window will open, named: “Inventory View Configuration”. Refer to the image below : Fig 1.7.

Fig 1.7 : Inventory View Configuration page

4. Although fields can be editable, users can change the field with any of the system fields or reference fields. As shown in Fig 1.8.

Fig 1.8: Select field for inventory view configuration

5. Select field 1; like here “Field 2” as “UPC”.

6. Select field 2; like here “Field 3” as “Color.”

7. Select field 3; like here “Field 4” as “Asset”.

8. Select field 4; like here “Field 5” as “Weight”.

9. Select field 5; like here “Field 5” as “None”.

10. You can select & keep any of these Fields - either from “System Field” or from “Reference Field”.

11. Then click the “Save” button on the bottom right - hand side of the application.

12. As a result, the application confirms that “Inventory View Configuration saved successfully”. Please refer to the image below. Fig 1.9.

Fig 1.9 : Click on save button to save inventory view configuration.
F. Setting up “Filters” in TagMatiks Wedge Application

1. Open the Application Configuration page and click on the “Filters” button .

2. Then a new window will open, named: “Filters.” as shown in Fig 2.0.

Fig 2.0: Filter Page.

3.Enable the “EPC” and select the GS1 . As shown in Fig 2.1.

Fig 2.1: Enable EPC and GS1 Selected.

4. Select the SGTIN in GS1 Key Identifier. As shown in Fig 2.2.

Fig 2.2: Select SGTIN .

5.Click on the “Save Filter” button.

G. Setting up “Export Fields Configuration”

To configure the export Inventory file settings, in TagMatiks Wedge application; please follow below steps:

1.Click on Application Configuration button option from the home page of Application.

2. Click on Export configuration option. As shown in Fig 2.3

Fig 2.3: : Export configuration option

3. Under Export Configuration, click on the “Export Field Settings” button. Refer to the image below : Fig 2.4.

Fig 2.4 :Export Field settings.

4. After clicking on Export Field Setting ,it will redirect to the “Report List” Page. As shown below in Fig 2.5.

Fig 2.5 : Report List Page.

5. For the new report list, click on the + icon button from the report list page, or use the default report option to edit the report. Right swipe the default report option and click on Edit option . As shown in Fig 2.6.

Fig 2.6: Edit option available in default report.

6.You can select any field either from “system field'' or from “reference field”. For this example, we have enabled multiple fields from both “system field’ & “reference field” – for our export Inventory file. As shown in Fig 2.7.

Fig 2.7 : System Fields in Export Field Settings
Fig 2.8: Reference Field in Export Configuration

7. To save these field settings, click on the “ ✔️ ” (check mark) icon on the Top – Right hand side of the application. As shown in Fig 2.9.

Fig 2.9 : Export Fields updated successfully.
H. Taking Inventory using TagMatiks Wedge Application

1.Click on the Inventory option from the home page of the application.

2. Then a new window will open, named: “Inventory”,Create a new Inventory transaction, by clicking on the “+” button on the right bottom of the application.As shown in Fig 3.0.

Fig 3.0 Inventory Page

3. Then create a new Inventory and Click on Scan Button to scan the RFID Tags. As shown in Fig 3.1.

Fig 3.1 : Scan Button option available.

4. The RFID reader is in polling state and reading the tags. Same can be seen in the application window. Refer to the image below in Fig 3.2.

Fig 3.2: Scanning RFID Tags

5.Once you press the “Stop” button (on the right bottom of the application); reader will stop reading the tags.

6.As a result, the tags will populate on the application window along with their respective Reference fields, please refer to the image below : Fig 3.3.

Fig 3.3 : After Scanning RFID Tags .
I. Exporting Inventory File using TagMatiks Wedge Application

After taking the Asset Inventory, the inventory data can be exported as

1.Open the inventory file that was taken earlier.

2.Then click on the “Export” button – on the bottom right-hand side of the application.

3.Once, the export button is clicked then the application will show the export option. As shown in Fig 3.4.

Fig 3.4: Export options display, after click on Export button

4. Select the export option which you have already set in the export settings like (Export as PDF), and then select the location on the iOS device where you want to save it. As shown in Fig 3.5.

Fig 3.5: Location to save the File.

5. After Allowing TagMatiks wedge for Export file, then it will Export the file and show a message on TagMatiks Wedge Application :- Export Completed . As shown in Fig 3.6.

Fig 3.6: Export Completed message shown

6. Click on the View file option button , then it will open , as shown below 3.7.

Fig 3.7: Export Data file View.