Intellitrack Inventory Management manuels

Manuels d'utilisation et guides de l'utilisateur pour Logiciel Intellitrack Inventory Management.
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Intellitrack Inventory Management Manuel d'utilisateur (366 pages)

marque: Intellitrack | Catégorie: Logiciel | Taille: 19.13 MB |

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Table des matières

Agreement

2

Guarantee;

3

Disclaimer

3

Limitation Of

4

Liability

4

INTELLITRACK INVENTORY V8.1

10

Table of Contents

11

About this Documentation

17

The DMS 8.1 Interface

18

Action Conventions

20

Clicking

21

Choosing a

22

Query Boxes

23

Using the

23

Keyboard

23

Formatting Conventions

24

Technical Support

25

Disabling

29

User Account

29

Installation

29

Portable Device Support

31

DMS CE Batch Setup

33

Control (UAC)

36

Required IIS

37

Settings for

37

Windows 7

37

Prerequisites

39

Server 2008

39

“RDA Con

43

“Batch Installa

44

Microsoft SQL

45

Configuration

46

Accessed February 1, 2010

47

Automatic IIS

48

RDA Setup

48

Manual IIS

50

Manual IIS RDA Setup Options

51

Installing

53

Microsoft

53

ActiveSync on

53

Computer

53

Using Mobile

55

Device Center

55

Software

55

Applying Firewall Exceptions

57

Getting Started

59

Basic Startup Procedures

60

Using the Application

61

Password

63

Using the Dashboard

64

Using the Ribbon

65

Transaction Buttons

66

Notepad application

67

Options form

67

Help Ribbon Options

69

Chapter 3

71

Purging Data

73

Reaching the Purge Options

74

Purging All

76

Lookup Data

78

System Setup

81

Setup Form

83

Entering Company Information

84

Setting System Options

85

Setting International Options

87

Setting Site Options

89

Setting Security

90

Activating

91

Security

91

Chapter 5

93

Maintaining System Users

94

Editing the

96

User Defined Titles

100

The User Defined Titles Form

101

Custom System Setup

103

“Custom Queries”

104

Customizing

105

Customize

107

Category

109

Unit of Measure

109

CHAPTER 6

109

Introduction

109

Reaching the

111

Categories

111

Adding a

111

Editing a

112

Deleting a

112

“Setting Site Options” on

113

Adding a Unit

116

Editing a Unit

117

Unit of

117

Initializing the System

119

Creating Locations

120

Reaching the Location Form

121

Changing

122

Location

122

Information

122

Chapter 7

123

Adding Items

124

Adding an

125

Item to the

125

Database

125

Picture of the

126

Establishing

128

Entering a

130

Duplicate Item

130

Deleting an

131

Item Record

131

Edit Existing/

132

Incomplete

132

Item Data

132

Adding Items to Locations

133

Using IntelliTrack Inventory

135

Location/

137

Item# and

137

Form Buttons

137

Item#/Location Form

138

Quantity, Lot

140

Expiration

140

Inventory Item

141

Item to a

141

Location/Item# Form

142

Quantity and

144

Relocating Inventory

146

Mass Move Form

147

Import/Export

149

Importing Inventory Data

150

Import File

151

Type Options

151

Requirements

151

NTELLITRACK INVENTORY V8.1

152

Examples

153

Structure

154

Integrity

154

Importing

155

Standard

158

IntelliTrack

158

Importing the Additional Data

159

Custom Import

161

“Exporting Data” on page 314

162

History, Queries, and Reports

163

View Inventory

164

“Setting Sys

165

“Reports” on page 141)

165

Inventory

166

Chapter 10

167

TABLE 7. List of Queries

167

View or Print

168

Previewing

169

Onscreen

169

Label Printing

171

Bar Code Label Feature

172

Printing Sequential Labels

174

Creating a New Label Format

175

Printing Custom Labels

177

Installing DMS CE Batch

179

Handheld Device

183

Opening the

186

Portable

186

Application

186

CE Batch Utility Settings

189

Preferences Tab

190

Localization Options

190

Renaming

192

Captions in

192

Chapter 13

193

Messages in

195

Renaming a

199

Caption in the

199

Batch Utility

199

Selection in

202

Message in

205

Upload Processing Preferences

208

Sync URL

209

“Sync URL

210

Setting” on page 303

210

Data Upload and Download

213

Chapter 14

215

Using the CE

219

Batch Portable, on page 203

219

Initiating a

220

Data Sync

220

Uploaded

224

Processing

226

Process All Records

227

Return on Each Error

227

Using the CE Batch Portable

229

The About

234

Purging

238

Collected Data

238

Chapter 15

239

CE Batch: Inventory Functions

241

Counting Physical Inventory

242

Moving Inventory

243

CE Batch: Data Search

245

Overview

246

Searching for

248

Locations

248

Chapter 17

249

Inventory By

252

Search by Site and Lot

256

Searching by Quantity

258

Transactions

259

Table 9, “ Batch Portable

260

Data Structure

261

Inventory Table

262

Inventory Table (Continued)

263

Inventory by Location Table

264

Bin Location Table

265

Field Types

266

Numeric Fields Size Settings

267

Database Maintenance

269

Verifying Database Connection

270

Testing the

271

Connection

271

User Manual

272

Changing the

277

Database Backup and Restore

282

Appendix B

285

“Database

291

Backup and

299

Restore

299

Utilities

299

Databackup Folder Permissions

301

Compact Workstation Utility

307

Manual IIS Setup

309

“Configuring the Intelli

311

Setting up IIS

312

Service

312

Extension

312

Setting Up IIS

315

Appendix D

321

Configuring

322

Checking IIS Setup

327

Appendix E

331

Microsoft Access Integration

333

Full Access Import

334

Import Access Inventory Data

335

Query Import

336

Data – Site

336

Data – Bin

337

Inventory by

339

Exporting Data

340

Custom Reports

340

Custom Queries

341

Customizing IntelliTrack

343

Bar Code Symbology

345

Sample Reports

347

History by Date Report

348

History by Item# Report

349

Inventory by Category Report

350

Inventory by Location Report

351

Inventory Item Detail Report

353

Inventory Item Summary Report

354

Inventory w/Pictures Report

355

Overstock Summary Report

357

Reconciliation Report

358

Reorder Report

359

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