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Application | Scanned note |
|---|---|
Distribution | Available from the delivery screen. |
Warehousing | Available in the ‘Attachment Manager’ in the order screen. |
CIS website | Customers can recall these from either Distribution or Warehousing themselves. |
EDI API | Customers can recall these electronically via their own system using the Vision EDI API: 2490. POD |
Settings
License
Upon opening the application for the first time, the user will be informed that the application is unlicensed and that they need to request a license. The user is taken to the settings tab where the license can be ‘Requested’ on the right side.
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Setting | Notes | |
|---|---|---|
Scanner | Select your scanner. | |
Colour | Colour would result in larger files therefore Greyscale or even Black & White is recommended. | |
Resolution | 300 is the default & recommended option. The higher the value the larger the scanned file and more space it will occupy on your system. | |
Paper Size | A4 is the default, change if needed. | |
Bit Depth | Relates to the number of colours stored in the scan, the more colours the larger the file. Recommended to leave at the default value. | |
XScaling | YScalingX Scaling | Controls the width of the scanned document image (1= full size, 0.5 = half size). |
Y Scaling | Controls the height of the scanned document image (1 = full size, 0.5 = half size). | |
Image Type | JPG is the default, not recommended to change this. |
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The software has been successfully tested with several scanners, however, we suggest using scanners with a TWAIN driver for best support.
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Other Options
Setting | Notes |
|---|---|
ADF EnabledADF Loaded | When ticked the scanner’s Automatic Document Feeder will be used instead of the flatbed. |
Scan
The options configured in the ‘Settings’ tab are displayed.
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Preview will connect to the configured local scanner and display the scan on the right side, it isn’t saved.
Scan and Save Index will start the scanner, if the ADF is enabled and loaded each of the pages will be scanned, otherwise a single page will be scanned. As the documents are scanned it attempts to find the barcode, scans are moved to the ‘Save’ tab‘Manually Index’ tab (if a barcode could not be found) or ‘Awaiting Upload’ tab (if a barcode was found).
After scanning, you may see a warning displayed in the top right of the screen, this informs the user of anything they need to action.
Network Scanned
It’s recommended to use the software directly connected to the scanner and use the ‘Scan’ tab mentioned above. However a network scanner can be used instead, in this case, the documents scanned & saved by the network scanner can be seen in this tab. The directory is configured in the ‘Settings’ tab.
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Scans are moved to the ‘Awaiting Upload’ tab when they have their barcode found / manually enteredif the barcode is found. If the barcode cannot be found the document will be moved to Manually Index.
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Manually Index
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Scanned images where a barcode could not be found are displayed.
‘Find Barcode’ - searches the selected document for a barcode again, the user is given the opportunity to select the barcode area in the preview.
Otherwise, the user needs to enter the barcode manually.
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Documents awaiting upload are displayed, double click to view, these can be selected and:
Delete Selected - Will remove the documents completely, if you use this by mistake then the documents will need to be scanned again.
Re-index Selected - Will move the image back to the ‘Manually Index’ tab
Upload & Clean-Up - Uploads the image to Warehousing or Distribution. Successfully uploaded files are archived on the local machine for a short period (defined in the Settings tab), after this time they’re removed.
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