Step-by-Step: AMS Scan In
AR

Antonio Rogers

Created Oct 18, 2023

Step-by-Step: AMS Scan In

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AMS Scan In

AMS Scan In
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Select Project (optional)

Choose an existing project from the available options, or initiate a new project.

Select Project (optional)
3

Select Job

Select the new or preexisting job you want to scan parts from.

Select Job
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Manage Job Parts & Labor

Manage Job Parts & Labor
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Add Parts

Add Parts
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Scan in

Scan in
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Complete Scan In- Job Info

  • Please ensure that all the mandatory fields are filled out before finalizing the Scan In process. If you have established custom job fields in the AMS dashboard, you can adjust them on the Job Info screen.

 

  • Required Fields for Scan In - Job Info:
    Purchase Order: This is a mandatory text field and is essential for AMS project integration. Please provide the necessary information in this field.

Complete Scan In- Job Info
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Select Scan In

  • Initiate scanning sequence by clicking “scan Parts.”

Select Scan In
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Scan barcode

  • Please scan the barcode of the individual parts you wish to add from the AMS inventory one by one.

Scan barcode
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Modify Scan in quantities

Update/adjust the quantities for the scanned-in parts as needed.

Modify Scan in quantities
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Update job and send to AMS

Once you have completed the successful barcode scan, please proceed to click on "Update Job and Send to AMS."

Update job and send to AMS
Well done!
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