This is a guide to the Scan Out Process in Appliance.io.

The Scan-Out Inventory Process is critical to Appliance.io’s delivery workflow, ensuring that every delivery is executed with precision and accuracy. Failure to complete the scan-out process daily can result in delivery mistakes. However, following this process minimizes errors significantly.

This guide will walk you through the scan-out process and the variations based on delivery type.

Each delivery type has specific steps that must be followed, and the scan-out page enforces these steps systematically. The primary goal is to verify that each product being delivered or picked up is scanned correctly with model and serial numbers. This ensures products are correctly registered for delivery or pickup.

The three Types of Deliveries:

This document will cover how to execute each delivery process, starting with navigating the Scan-Out Page.

Select the delivery method from the available options.

Depending on the delivery type, the page layout may change slightly.

Some Companies organize pick-ups by store locations. This is not required but is common.

For Pick-ups, search for the Order Number:

Use the Scanner Gun (recommended):

If it is typed, the Scan button will need to be clicked.

Once all items are scanned, click the Process button.

This step confirms the items are ready for pick-up, and their status will update accordingly.

There is a second method.

This method is done entirely on the Order Page and is most commonly used by salespeople in the store. Each model must be scanned out individually.

Open the order containing the items being Picked-up.

Then click the Warehouse icon for the item.

The popup will open. If the item has already been scheduled as a pick-up you will need to switch to the Scheduled Tab.

The item will have no serial number. Add it here.

Then change the status to delivered.

The page will load and the item will now be scanned out for pickup. Close the popup.

This is the end of the second method example.

This section will cover scanning out Routed Deliveries.

Start by opening the scan-out page.

Then select a routed delivery method from the drop-down menu.

The Trucks and Drivers will be laid out on a series of tiles. Select one of these tiles to begin scanning.

The items currently scheduled and routed for that particular truck will load in the lower half of the page.

The scanning boxes will appear.

These boxes are designed for a scanner gun. The scanner will be used to scan the Model barcode first then the Serial Number barcode. The box will attempt to assist in moving the cursor from one box to the next. If both a model and serial are scanned it will auto-process.

If it is typed the Scan button will need to be clicked.

As items are scanned the lower half of the page will slowly update to show the remaining items.

To save the scans hit the Process button.

“Deliveries-not routed” are in the process of an update and will be covered in detail here later.