Momentum Overview

Introduction

The Momentum lets you create new SKUs and manage transfers between accounts in the warehouse. You can create products with templates, assign them to accounts, add descriptions and images, create bins, and perform inventory recounts.

This feature is useful when receiving new products that don’t exist in the system yet, or when transferring products between different accounts or locations.

Why Use Momentum?

Create new SKUs

Add new products to the system with complete information including dimensions, weight, cost, and descriptions.

Template system

Use pre-configured templates to quickly set up new products with standard dimensions and specifications.

Account management

Assign products to different accounts and manage transfers between accounts efficiently.

Image support

Add product images from camera or gallery to help identify products visually.

Main Workflow

The Momentum module follows this general workflow:

1. Enter or scan SKU

   Type the SKU code manually or scan it using a camera. The SKU field is at the top of the screen.

2. Select a template

   Choose a template from the grid below the SKU field. Templates contain pre-configured dimensions (weight, length, height, width), declared value, cost, and description. You can also create a new template by selecting the “New” template.

3. Select account

   After selecting a template and entering the SKU, choose an account from the dropdown spinner. This assigns the product to a specific account.

4. Add description

   Enter or select a description for the product. You can type manually or select from template words/phrases shown in the list below.

5. Save the SKU

   Tap NEXT to save the new SKU. The system will verify if the SKU already exists and guide you accordingly.

6. Create bin and recount

   After saving, enter a bin location and quantity to create inventory for the new SKU. The system performs a recount automatically.

Key Features

Template System

Templates store product specifications that you can reuse:

• Weight: Product weight
• Length: Product length dimension
• Height: Product height dimension
• Width: Product width dimension
• Declared: Declared value for shipping
• Cost: Product cost
• Description: Product description text
• Image: Template image (optional)

Using templates:

• Tap a template image to apply its specifications to your new SKU
• Long-press a template to delete it
• Select the “New” template to create a custom template

Account Selection

Accounts represent different customers, locations, or inventory categories:

• Select an account from the dropdown spinner
• The system prevents selecting accounts that are already in use
• If a SKU exists in another account, you’ll see an alert with options

Description Management

Add product descriptions in multiple ways:

• Type manually: Enter description text directly
• Template words: Tap words/phrases from the template word list to add them
• Add new words: Tap the “Add item” option to create new template words
• Delete: Use the delete icon to clear the description field

Image Management

Add product images from two sources:

• Camera: Take a photo directly with the device camera
• Gallery: Select an existing image from the device gallery

Images can be rotated before saving. You can also set an image as the main product image.

Screen Sections

New SKU Layout

This is the main screen when creating a new SKU:

• SKU field: Text input with camera scanner icon
• OK button: Saves the SKU after template selection
• Template grid: Shows available templates in a grid layout

Account Layout

Shown after SKU creation:

• Account spinner: Dropdown to select an account
• Description field: Text input for product description
• Template words list: Scrollable list of reusable words/phrases
• Menu options: Icons for adding pictures and text

Bin to New SKU Layout

Shown when creating a bin:

• Bin field: Text input for bin location (with camera scanner icon)
• Quantity field: Number input for quantity
• +/- buttons: Increase or decrease quantity
• Send button: Creates the bin and performs recount
• Close button: Returns to principal menu screen

Details Layout

Shown after successful bin creation:

• Product information: Company, SKU, quantity, UPC, description, bin, product ID, location
• Product image: Shows the SKU image if available
• Action buttons:
  • New SKU: Create another new SKU
  • Same SKU: Create another bin for the same SKU
  • Done: Return to main menu

💡 Best Practices

Use templates for common products

Create templates for products you add frequently. This saves time and ensures consistency in product specifications.

Scan instead of typing

Use a camera to scan SKU codes and bin locations. This reduces errors and speeds up data entry.

Add product images

Include product images to help warehouse staff identify products quickly. Images can be taken with the camera or selected from gallery.

Check account selection

Make sure you select the correct account before saving. The system prevents selecting accounts that are already in use.

Troubleshooting

SKU Already Exists

Problem: After entering a SKU, you see an alert saying the SKU already exists.

Solution: The alert shows which accounts already have this SKU. You can:

• Select an existing account from the list to use that SKU
• Choose “Another account” to create the SKU in a different account
• Cancel to go back and enter a different SKU

Template Not Selected

Problem: You see a message “Select a template, please” when trying to save.

Solution: You must select a template before saving a SKU. Tap one of the template images in the grid, or create a new template by selecting the “New” template option.

Account Selection Required

Problem: You see “Please select an account” message.

Solution: Make sure you’ve selected an account from the dropdown spinner before proceeding. The account field is required to save a SKU.

Description Required

Problem: You see “Please, typing a description” message.

Solution: Enter a description for the product. You can type it manually or select words from the template words list below the description field.

Bin Not Available

Problem: You see “Bin not available” message when creating a bin.

Solution: The bin location you entered may already be in use or invalid. Try a different bin location or verify the bin code is correct.

Next Steps

• Momentum Process - Complete step-by-step guide
• Main Menu Navigation - Learn to navigate the app