LucidRetail Mobile: Validate CaseID

When to Use “Validate CaseID”

• “Validate CaseID” allows retailers to resolve errors associated to missing and extra LucidIDs in CaseIDs.
  
  
• Retailers can use “Validate CaseID” if and when discrepancies arise, specifically if LucidIDs need to be added or removed from a CaseID. Retailers can now reconcile these discrepancies themselves.

How does a user validate a CaseID?

1. Click “Validate CaseID” in the Home menu of LucidRetail Mobile app:
   
   
   
   
2. Scan the CaseID you wish to Validate:
   
   
   
   
3. Next, scan all of the LucidIDs inside the case
4. Once all the LucidIDs have been scanned, click “Finish Capturing LucidIDs”
5. Once “Finish Capturing LucidIDs” has been clicked, the Validation record will be generated
   
   
   
   
6. The Validation record will show any errors found within the case, along with instructions as to how to resolve those errors, such as “Add to case”. 
7. Once all the discrepancies have been resolved, the case will be confirmed. 

Note: This is also the screen that appears if there are no discrepancies found in the validation record.

Resolving Discrepancies with the Validate CaseID Feature

For Extra LucidIDs:

1. Users will have the option to either add the extra LucidIDs to the CaseID or ignore the discrepancy and leave the CaseID unchanged.
   
   
2. To add the extra LucidIDs to the CaseID, select the “Add to case” button that appears next to each LucidID.
   
   
3. If the user does not wish to add these LucidIDs to the CaseID, the user can simply physically remove them from the case and select “Ignore LucidID.” They are not digitally associated to the CaseID, so the user only needs to physically remove them to resolve the error.
   
   
   
   

For Missing LucidIDs:

1. To remove the missing LucidIDs from the Case, users can select the “Remove from Case” button, which will dissociate the LucidIDs from the CaseID.
   
   
2. Because the LucidIDs aren’tt physically present, they cannot be physically added to the case. However, users will have the option to ignore the discrepancy by selecting “Ignore LucidID.” This will keep the LucidIDs associated to the CaseID, but they will remain physically missing.
   
   
3. The user doesn’t need to do anything else to resolve this error. The LucidIDs are not present in the case, so they have already been physically removed.
   
   
   
   

Resolving LucidIDs Already Associated to a CaseID

A LucidID can only be associated (“belong”) to a single CaseID.

When a user “builds” and then validates a CaseID, the LucidRetail Mobile app will automatically check the LucidIDs to verify that none of them are already associated to another CaseID.

If any LucidIDs are found to already have an existing association, the app will highlight  those LucidIDs so the user can choose which CaseID the LucidID should belong to.

1. Once the user clicks “Finish Capturing LucidIDs” the LucidRetail Mobile app will display any LucidIDs that already belong to another CaseID.
   
   
2. Each LucidID will appear in its own line item, where the user can see the LucidIDs Product-SKU and Batch.
   
   
3. Each LucidID line item will have two buttons; one that reads “Add to New Case” and “Keep in Original Case”
   
   
4. If the user selects “Add to New Case” the LucidID will be moved to the case that was just built.
   
   
5. There will also be a warning modal that pops up, alerting the user to also physically remove the LucidID from the Case itself.
   
   
   • Important: If the user wishes to move the LucidID to another Case, they must disassociate the LucidID AND physically remove it from the case. Simply clicking “Add to New Case” only associates the LucidID to the new Case; the LucidID (item) also needs to be physically placed into the new case.
     
     
6. Once the user has chosen the CaseID association for each LucidID, the app will display messaging that confirms the all outstanding issues have been resolved.