Using Item Matcher

Item Matcher allows you to set search rules and have Mobile Worklists alert you when it finds matching items in a work list or shelf list . This feature is useful for finding missing or misshelved items during inventory.

To enable Item Matcher:

  1. Go to Settings.
  2. Tap Item Matcher Options.
  3. To enable item matching, slide the Enabled button to the right.

Creating Rules

To use the item matcher, you must create rules that tell Mobile Worklists what to look for. You can create rules manually or create a rule by scanning an item.

Creating a Rule Manually

To create item matching rules manually:

  1. When you are in Item Matcher Options, tap Rules.
  2. Tap the plus at the bottom of the screen.
  3. Select Add Empty Rule.

    The rule editor appears. New rules are enabled by default.

  4. Name your rule, and tap Create Rule.
  5. (Optional) Swipe left to rename or delete a rule.
  6. Tap the plus at the bottom of the screen.
  7. Use the arrow to select the matching mode. The following modes are available, depending on the criteria you select:
    • Equal To
    • Begins With
    • Ends With
    • Contains
    • Regular Expression
    • Case Sensitive (Yes/No)
    • Earlier Than
    • Earlier Than or Equal To
    • Later Than
    • Later Than or Equal To
    • In Range
    • Selected from a list
  8. (Optional) To enable case-sensitivity for certain options, slide the Case Sensitive button to the right .
  9. Tap the plus to add the rule.

    The rule is enabled, and Mobile Worklists starts looking for matches when you view the item details page in a work list, shelf list, or title paging list.

Creating a Rule by Scanning an Item

To create matching rules by scanning an item:

  1. When you are in Item Matcher Options, tap Rules.
  2. Tap the plus at the bottom of the screen.
  3. Select Scan Item for Rule.
  4. Scan the item barcode of the item that will be the basis of the rule.
  5. Tap Make Rule.

    The rule editor appears. New rules are enabled by default.

  6. After you create the rule, you can edit the rule:
    • Swipe left to rename or delete a rule.
    • Swipe left to delete criteria from the rule.
    • To edit an existing criterion, tap it.

    The rule is enabled, and Mobile Worklists starts looking for matches when you view the item details page in a work list, shelf list, title paging list, or inventory list.