Finale Knowledge Base

Facility (Warehouse) Set Up

Scanner Implementation Prerequisites

If you are considering, or ready to, expand your use of Finale Inventory to the Barcode Scanner App, this series of resources is just for you. There are three main criteria that you'll need to meet in order to effectively use this module:

  1. Warehouse mapping and sublocation setup

  2. Labeling of products and sublocations

  3. Initial stock count at each sublocation

No need to fret if you don't have an "official" warehouse map already made up. We suggest creating something simple for reference (it doesn’t have to be fancy), so that you can have a general idea of how your racking is laid out and how you want your staff to move through the warehouse.

For example, some businesses will have their order pickers retrieve product from the left side of their aisles before moving onto the right side, whereas others may not mind if they zig-zag between shelves. Both scenarios affect how you configure your sublocations in Finale.


Warehouse Mapping and Sublocation Naming

Most users opt to use Finale's Barcode Scanner workflows to improve operational efficiency when it comes to directing pickers through the warehouse and minimizing order mistakes during pick-and-pack.

The directed-picking method moves warehouse staff from sublocation to sublocation to retrieve products in the alphanumeric order of the sublocation names.

Even if you don’t use directed-picking, sublocation setup is still essential for granular inventory tracking and visibility. With the Barcode Scanner App, you’ll always know exactly where products are located in your warehouse.

When naming sublocations, it’s best to use all CAPITAL letters and keep names as short as possible. You can choose numbers, letters, or a combination of both.

The best place to start is by mapping out your warehouse and deciding how you want your team to move through racking and aisles.


Example

In the racking setup below, warehouse staff are guided through the aisles in a U-shape, and will be directed to pick product from B-01, then B-02, then B-03 in a zig-zag pattern.

Deciding which flow is most optimal for your operation will set the groundwork for how you name sublocations in Finale Inventory.


Warehouse mapping example


Additional Resources

Refer to these articles for more detail on location hierarchy and facility setup:

Note: If you are an existing Finale Inventory user implementing the scanner, you can proceed with creating your sublocations while leaving all existing inventory at your main facility. Adding inventory to each new sublocation will be the last step of your scanner implementation.

Read These Articles Next

  • Entering Barcode Numbers into Finale Inventory

  • Printing Labels for Products and Sublocations


Frequently Asked Questions

What plan level is required for access to the mobile barcode scanner?

The mobile barcode scanner is available on Gold Plans and above.

Is the physical scanner included with my Finale Inventory subscription?

We do not provide or sell any hardware. If you are upgrading your plan for access to Finale's Mobile Barcode Scanning features, you must purchase a scanner on your own, and can use one of our preferred vendors if you wish.

What are the hardware requirements for the mobile barcode scanner?

ANDROID-OS Based Minimum hardware requirements:

Operating system version: Android OS 8.1 or greater

Hardware specifications:
• WiFi 802.11a/b/g/n
• Touch Display
• 1GB RAM / 8GB Flash
• 1D/2D barcode scanner or embedded camera

I am using the free trial of Finale Inventory, how do integrate my mobile scanner with my trial account?

Please contact Descartes Customer Support to enable access.

How do I change the Orientation of the Barcode Scanner screen?

The mobile barcode scanner software has a Toggle screen hot spot on the top of every screen in the app. Click the area under the title bar to swap your orientation.

How do I type a quantity on the scanner?

Press the Up arrow, on the bottom-of your screen in the app, BEFORE you scan the items you intend to receive or count. That will open up a quantity box for you to type into.

How do I use my own scanner with the Finale Inventory scanner app?

Ensure that your scanner is running on Android-OS 8.1 and that you are on the appropriate plan level to access Finale's barcoding features. The barcoding app can be downloaded directly from the Google Play Store.

Where do I purchase the scanner?

We have two preferred vendors that are recommended to purchase your scanner with however you may ultimately purchase a scanner from anywhere you wish. Our preferred vendors are Barcode-Arena and AML. Please note that Finale's Mobile Barcode Scanner app is only compatible on Android devices.

How do I know what version my scanner is running?

From the main screen of the Finale IMS Barcode Scanner app, click More until you reach option #18 About. Selecting this option will tell you exactly which version of the app you're running on that device.

What is the difference between a USB/Bluetooth scanner and a Mobile Scanning device?

USB/Bluetooth scanners can plug directly into a phone or computer for the purpose of scanning a barcode, whereas a Mobile Scanning Device acts as one handheld tool to run Finale's Mobile Barcode Scanner app and scan barcode information simultaneously.


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