iOS app - Menus
Once you sign in to the iOS app, the Work menu page will appear on your screen, as shown in the screenshot below. At the bottom of the screen are the icons for the main menus in the app: Work, Find, Lists, and Tools.
Features listed below with a blue asterisk (*) support barcode scanning.
Work menu
Notifications. Located in the top right corner of the Work menu. The presence of a red oval with a number inside indicates that you have one or more notifications.
* Check stock. Provides the On Hand and Available For Sale quantities for a selected item. Can be filtered by location and date.
* Check pricing. Obtains unit and total pricing for an item. Can be filtered by customer, price tier, and quantity.
* Which bin is it? Specifies the bin number(s) of an item at bin-tracked location(s).
* Physical inventory. Allows you to perform a physical count of your items, comparing the number in the system to the quantity you actually have. SOS Inventory will generate an adjustment transaction for a physical count that has a discrepancy. See Conducting physical inventory counts for more information on the feature.
Add sale. A “quick add” feature that allows the creation of a new sales transaction—Estimate, (Sales) Order, (Sales) Receipt, or Invoice—without having to access its list.
* Compare barcodes. A utility feature that allows a comparison of two barcodes to determine if they match. This feature does not add any data to the system.
Find menu
The Find menu is accessed with the magnifying glass icon at the bottom of the screen.
The Find menu offers the following features:
* Scan and go. Uses your device’s built-in camera to open a corresponding item or transaction from a printed barcode. This feature can be used, for example, to scan the QR Code in the header of a printed sales order. The app will open the sales order. You can then edit the sales order if needed or perform an action (such as generating a shipment transaction). For more information, see Using Scan & go.
Stuff assigned to me. Pulls up a list of your assigned transactions and tasks.
Smart search. Conducts a global search of data available within the system.
Lists menu
The Lists icon at the bottom takes you to the Lists menu, the most feature-rich area of the iOS app. This menu displays all possible lists, and it functions in a manner that is very similar to the web app’s Operations menu. The menus in both apps contain the same lists (except for Bins, Reorder list, and Payments), although the order in the iOS app differs slightly from the web app. The last section of the Lists menu, Other, contains the RMAs and Returns lists. The Other section also includes the Tasks list, which is not found in the Operations menu on the web app.
Like lists on the web app, the iOS app allows you to filter data, create a new record, flag important records with stars, and conduct a quick search within a list.
One key difference, however, is how the Actions menu features of the web app are accessed in the iOS app. In SOS Inventory iOS, the top menu of an individual transaction or other object is used to open a record for editing and perform actions (such as PDF, Email, and Create Shipment). Please see Adding and editing records, applying actions, and signing transactions for more information about using actions in the iOS app.
Although many similarities exist between the overall list functions of both the web and iOS apps, please note that some differences do exist in the options available for filters, as well as those for actions.
Standard screen layout for individual lists
The screenshot below of a Purchase Orders list is an example of the typical layout used for lists in the iOS app.
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Screen layout for Items list
The Items list is very heavily used in the SOS Inventory iOS app. It is accessed when (1) adding new and editing existing items; (2) adding items on transactions; and (3) conducting physical inventory. The iOS app supports the use of barcode scanning for all these processes. Use the barcode scanner icon to access your device’s camera and make the scan.
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Additional sub-menus appear when using the iOS app to conduct a physical inventory. When conducting a physical count, the name of the list is called Items to Inventory—but the items in both lists are the same. See Conducting physical inventory counts in this guide for more information.
Tools menu
The Tools menu is accessed using the far-right icon at the bottom of the screen.
Below are the descriptions of the kinds of data and information you can obtain through this menu.
Data
Refresh Static Data. Refreshes infrequently updated data, such as settings.
Sync with QuickBooks. Performs a manual sync to QuickBooks Online.
Account
Account Info. Includes your user email address, company name, SOS account number, QuickBooks account number, the status of your account, and your subscription plan’s expiration date.
Switch Companies. Allows a user with access privileges to multiple SOS Inventory accounts to switch between them. Also specifies the default company to use when the iOS app is opened.
Sign Out. Logs out of the SOS Inventory iOS app.
Settings and Help
Settings. Includes the following:
- Auto-scan serials. Allows back-to-back barcode scans of serial items, bypassing the need to select the scanner icon before each scan. This setting is disabled by default.
- About. Shows the currently installed versions of the app and server, as well as acknowledgments.
Help and Support. Includes the following:
- Online Help. Links directly to the home page of the SOS Inventory Help Center. From the home page, you can access the iOS quick start guide, as well as other areas of the Help Center: (1) the user guides for both version 8 and version 9; (2) video tutorials; (3) the Support knowledge base (FAQs, How-To’s, and Troubleshooting); (4) our Support Team’s email address; and (6) our toll-free phone number.
- iOS Quick Start Guide. Links directly to the iOS app user guide on the Help Center.
- Email Us. Allows sending an email to SOS Inventory Support via your email client.
- Send debug info to Support. If you experience a crash or other error while using the iOS app, you have the option to send the data information to Support for debugging purposes.
- Terms of Service. Outlines the Master Service Agreement between you and SOS Inventory.
- Privacy Policy. Outlines our policy on the data we collect from customers.