Intellitrack Inventory Management Manuel d'utilisateur

iReasonable measures have been taken to ensure that the information included in this manual is complete and accurate. However, IntelliTrack reserves t

INTELLITRACK INVENTORY V8.1User Manualxx CHAPTER 6: Lookups ...83Introduction ..

INTELLITRACK INVENTORY V8.1User Manual744.Click the Delete button found along the bottom of the form. A warning message appears, asking you if you are

Chapter 5System Setup75The following selections are available:• Inventory Titles: select to display the User Defined Titles form with inventory/item d

INTELLITRACK INVENTORY V8.1User Manual76In the screen example above, the inventory and item data titles avail-able for custom defining are listed in t

Chapter 5System Setup77The custom title entered in the Yo ur Title column will be substituted for the Normal Title where applicable in the system.Imp

INTELLITRACK INVENTORY V8.1User Manual78Access. IntelliTrack DMS v8.1 supports Microsoft Access 2007 and 2010* (*Microsoft Access 2010, 32-bit version

Chapter 5System Setup79Caution: Form Name is the actual object name of the form that is used when the Title is selected.1. To change the appearance of

INTELLITRACK INVENTORY V8.1User Manual80(To view the reports in the application, click the first record button found along the bottom of the form.)(To

Chapter 5System Setup81menu without changing the Report (form), modify the Title field of the desired report.)3. Enter the object name of the report i

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83 CHAPTER 6LookupsIntroductionCategoryReaching the Categories FormAdding a CategoryEditing a CategoryDeleting a CategorySiteAdding a SiteEditing a Si

Table of ContentsxiLocation/Item# and Item#/Location Form Buttons ...111Item#/Location Form ...

INTELLITRACK INVENTORY V8.1User Manual84IntroductionIntelliTrack Inventory lookups help you accurately track site, item, and inventory data by maintai

Chapter 6Lookups85Reaching the Categories FormSelect Manage > Lookup Tables > Category ribbon option. The Catego-ries form appears.Adding a Cate

INTELLITRACK INVENTORY V8.1User Manual864.The field clears and the newly added category is now part of the Cate-gory list.Editing a CategoryTo edit a

Chapter 6Lookups87The entry will be deleted from the list.SiteA “Site” refers to an area that contains locations. These areas in the appli-cation data

INTELLITRACK INVENTORY V8.1User Manual882.Click the Add button found along the bottom of the form.3. The cursor appears in the field above the Site li

Chapter 6Lookups89more information, please refer to “Precautions When Entering Data” on page 42.1. Select the Site you want to edit from the Site list

INTELLITRACK INVENTORY V8.1User Manual90Measure Lookup table makes them available as UOM selections in Intelli-Track DMS Inventory. If you plan to imp

Chapter 6Lookups91Click the Undo button to cancel adding the new unit of measure.Editing a Unit of MeasureTo edit a unit of measure, please refer to t

INTELLITRACK INVENTORY V8.1User Manual92The unit of measure is removed from the list.2287.book Page 92 Thursday, July 7, 2011 4:45 PM

93 CHAPTER 7Initializing the SystemInitializing the SystemCreating LocationsReaching the Location FormAdding a LocationChanging Location InformationDe

INTELLITRACK INVENTORY V8.1User ManualxiixiiReports ...

INTELLITRACK INVENTORY V8.1User Manual94Initializing the SystemOnce you have set up your system options and added lookup data, you are ready to add lo

Chapter 7Initializing the System95•Site (Defaults to “{0}” without Multiple Site option): You can have multiple sites with the same location name.• Lo

INTELLITRACK INVENTORY V8.1User Manual961.Click the drop-down arrow in the Site List field and select the site to which you are adding the location fr

Chapter 7Initializing the System973.A message box appears, asking you if you want to delete this location.Click Ye s to delete the location and close

INTELLITRACK INVENTORY V8.1User Manual98Adding ItemsItems are defined in the system at the Item Data form.Reaching the Item Data FormClick Manage >

Chapter 7Initializing the System99Adding an Item to the DatabaseNew items are added to the database at the Item Data form. To add an item to the datab

INTELLITRACK INVENTORY V8.1User Manual1003.If you have an alternate item number, enter it in the Alt No field. (Using an alternate item number is opti

Chapter 7Initializing the System1012.The IntelliTrack navigation window appears. It defaults to the follow-ing folder: for 32-bit systems, C:\Program

INTELLITRACK INVENTORY V8.1User Manual1024.Click the Open button. The IntelliTrack navigation window closes, and the picture is imported into the Item

Chapter 7Initializing the System103Storing Reorder Quantity RangesYou are able to set a reorder quantity, a minimum quantity, and a maximum quantity f

Table of ContentsxiiiSending Data to the Batch Portable Application ... 189Uploading Data to the Bat

INTELLITRACK INVENTORY V8.1User Manual104Page 2 contains 24 user defined fields. User defined fields allow you to add specific data to a form. They ha

Chapter 7Initializing the System105Conversion, Unit Cost, Min Qty, Max Qty, Reorder Qty, Item Pic-ture, and PictureLocation: 4. Enter the item number

INTELLITRACK INVENTORY V8.1User Manual1064.The message closes and you are returned to the Item Data form. The form clears and the item is deleted from

Chapter 7Initializing the System1074.Enter the site and location by selecting from pull-down lists or entering new values.If you enter new values, cli

INTELLITRACK INVENTORY V8.1User Manual1087.Select the Close button to save the data and exit the Item at Location form.After building the Inventory da

109 CHAPTER 8Using IntelliTrack InventoryAdd, Edit, or Move Inventory DataLocation/Item# and Item#/Location Form ButtonsItem#/Location FormViewing All

INTELLITRACK INVENTORY V8.1User Manual110Add, Edit, or Move Inventory DataIntelliTrack Inventory tracks item quantity, location, and movement. At the

Chapter 8Using IntelliTrack Inventory111Location/Item# and Item#/Location Form ButtonsThe Location/Item# form and the Item#/Location form contain “tra

INTELLITRACK INVENTORY V8.1User Manual112Item#/Location FormUse the Item#/Location form to view which locations contain specific items. When the Item#

Chapter 8Using IntelliTrack Inventory1132.All locations at the default site that contain the specified item appear in a table.Viewing All Locations (A

INTELLITRACK INVENTORY V8.1User ManualxivxivBin Location Table ...

INTELLITRACK INVENTORY V8.1User Manual1145.The item being moved is the item selected in the Item#/Location form. This information is automatically pla

Chapter 8Using IntelliTrack Inventory115Do not modify the contents of the field unless you want to change this value.6. Select the Close button to clo

INTELLITRACK INVENTORY V8.1User Manual116the Item#/Location form and select Add Item# for Location to continue adding items to a location.3. Select th

Chapter 8Using IntelliTrack Inventory117To view or work with the data in this form, please refer to the following sections.Viewing the Contents of Loc

INTELLITRACK INVENTORY V8.1User Manual1186.Select the Do It button to process the transaction and reset the Move Item form or select the Close button

Chapter 8Using IntelliTrack Inventory1192.Select the Delete button.3. Select Yes to confirm the deletion of this item.Adding an Item to a LocationTo

INTELLITRACK INVENTORY V8.1User Manual1208.Select the Do It button to process this transaction and reset the Item at Location form or select the Close

Chapter 8Using IntelliTrack Inventory1218.Select Do It to process the transaction and reset the Move Item form for another transaction or select Close

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123 CHAPTER 9Import/ExportReaching the Import and Export OptionsImporting Inventory DataAdditional Importing InformationImport File Type OptionsImport

Table of ContentsxvFull Access Import... 308Import Acc

INTELLITRACK INVENTORY V8.1User Manual124Reaching the Import and Export OptionsImporting and exporting asset inventory data adds a flexibility to the

Chapter 9Import/Export125Warning: DO NOT IMPORT data that contains special characters or quotes with the exception of dashes, dots, and spaces. Except

INTELLITRACK INVENTORY V8.1User Manual126•Qty• Description• Unit Cost• Category• Minimum Qty• Maximum Qty• Reorder Qty• Alt_No. If the Item number alr

Chapter 9Import/Export127Import File Type ExamplesWhen you import files into IntelliTrack via the standard import function, make sure that the file co

INTELLITRACK INVENTORY V8.1User Manual128990;5;Stapler;7.50;Office Supplies;5.00;2;10;3;990aTab Delimited File ExampleFor Tab delimited, the delimited

Chapter 9Import/Export129Note: The imported file must comply with the field order and specifica-tions defined in “Import File Type Options” on page 12

INTELLITRACK INVENTORY V8.1User Manual130The Purge All Data form appears.2. Enable all the check boxes and click the Do It button. (For more infor-mat

Chapter 9Import/Export131•Quote Comma Quote (","): An ASCII (i.e., plain text) delimited file that separates each field by commas, encloses

INTELLITRACK INVENTORY V8.1User Manual1328.After importing the item information, assign the rest of the item data. Please refer to “Edit Existing/Inco

Chapter 9Import/Export1332.A dialog box appears that provides information on the compare pro-cess. Review it; if you want to run an import compare rep

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INTELLITRACK INVENTORY V8.1User Manual1341.Select Import Command Tab > Import Command Set > to view the Import options in the Command Tab ribbon

Chapter 9Import/Export1359.After importing item data, create Inventory manually via the Add Item to Location button at the Item Data form, or at the I

INTELLITRACK INVENTORY V8.1User Manual1363.Select the folder in which to save the export file in the Save In pull-down list.4. A file name with the .t

137 CHAPTER 10History, Queries, and ReportsView InventorySorting on a Specific FieldHistoryRunning a Standard Application QueryStandard Inventory Quer

INTELLITRACK INVENTORY V8.1User Manual138View InventoryUse the View Inventory function to view a list of all the items in a work-sheet form. Sort the

Chapter 10History, Queries, and Reports139HistoryThe history logging function keeps a running history of all transactions performed within the Invento

INTELLITRACK INVENTORY V8.1User Manual140grows rapidly. IntelliTrack recommends that History data be purged at regular intervals to keep file size man

Chapter 10History, Queries, and Reports141ReportsThe IntelliTrack Inventory application contains several pre-formatted reports. Use these reports to m

INTELLITRACK INVENTORY V8.1User Manual142View or Print Inventory ReportsDefine a set of criteria before viewing or printing most of the Inventory repo

Chapter 10History, Queries, and Reports143Reports that don’t require criteria definitions display the View or Print buttons at the bottom of the Repor

xviiPREFACEAbout this DocumentationThe DMS 8.1 InterfaceAction ConventionsMouse ActionsSelecting Ribbon OptionsClicking ButtonsChoosing a SettingQuery

INTELLITRACK INVENTORY V8.1User Manual144Important: If you are using Microsoft Access 2007, in order to export the report in PDF or XPS format, you mu

145 CHAPTER 11Label PrintingBar Code Label FeatureLabel Printer Required DriversPrinting and Previewing Location and Item LabelsPrinting Sequential La

INTELLITRACK INVENTORY V8.1User Manual146Bar Code Label FeatureYour Inventory application contains a print-only bar code engine. The Bar Code Labels f

Chapter 11Label Printing147Printing and Previewing Location and Item LabelsTo preview and print bar code labels for inventory item data and for loca-t

INTELLITRACK INVENTORY V8.1User Manual1487.To print the selected label or labels in the label printing software appli-cation, click the Print button f

Chapter 11Label Printing1499.If applicable, enter a label postfix in the Postfix field. The label postfix may be any alphanumeric character. For insta

INTELLITRACK INVENTORY V8.1User Manual150Sequential: create a new sequential label in the label printing software.Custom: create a new custom label in

Chapter 11Label Printing1513.Click the Edit button found along the bottom of the form.4. The label printing software application opens the selected la

INTELLITRACK INVENTORY V8.1User Manual1527.Click the Print button to print the selected label from the selected printer. The label is sent to the prin

153 CHAPTER 12Installing DMS CE BatchDetermining your Device InstallationInstalling the CE Batch Portable ApplicationReaching your Device Installation

INTELLITRACK INVENTORY V8.1User ManualxviiiThe DMS 8.1 InterfaceDMS 8.1 uses the Microsoft Access 2007 or 2010 runtime (*for Microsoft Access 2010, 32

INTELLITRACK INVENTORY V8.1User Manual154Determining your Device InstallationIntelliTrack supports many portable devices; please refer to the Hardware

Chapter 12Installing DMS CE Batch155Installing the CE Batch Portable ApplicationOnce you complete the Batch installation prerequisites, including:• De

INTELLITRACK INVENTORY V8.1User Manual156Retrieving your Device Installer from the Hardware Support MatrixTo download your device installer from the H

Chapter 12Installing DMS CE Batch157Application on the Handheld Device” on page 157 for detailed step-by-step instructions.Installing the Batch Portab

INTELLITRACK INVENTORY V8.1User Manual1583.The Choose Components window appears. At the Choose Components window, you have the option of selecting the

Chapter 12Installing DMS CE Batch159Inventory CE Client: The Batch Portable application, which is sent to the portable device..NET Compact Framework:

INTELLITRACK INVENTORY V8.1User Manual160Opening the Batch Portable ApplicationOnce you install the batch portable application on the handheld device,

Chapter 12Installing DMS CE Batch1614.Tap the drop-down arrow in the User ID field and select a sample user-name, and then tap the Login button.5. The

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163 CHAPTER 13CE Batch Utility SettingsPreferences TabLocalization OptionsBatch Portable ApplicationRenaming Captions in the Batch Portable Applicatio

PrefaceAbout this DocumentationxixThe Work Area of the screen contains a Dashboard tabbed window, which is the default window.When you open other appl

INTELLITRACK INVENTORY V8.1User Manual164Preferences Tab CE Batch Utility options for language localization and upload processing are set in the Prefe

Chapter 13CE Batch Utility Settings165Batch Portable ApplicationThe Localization settings for the CE Batch Portable Application include captions and m

INTELLITRACK INVENTORY V8.1User Manual166All default captions may be customized.MessageA message refers to dialog box messages found in the CE Batch P

Chapter 13CE Batch Utility Settings1672.Next, in the left pane of the form, select Batch Portable Application from the menu tree.3. In the left pane o

INTELLITRACK INVENTORY V8.1User Manual168•Double-click inside the column heading to sort the information. Each time you double-click, the sort order w

Chapter 13CE Batch Utility Settings1699.Click the Send button found in the bottom right corner of the form to send the caption changes to the Batch Po

INTELLITRACK INVENTORY V8.1User Manual1702.Next, in the left pane of the form, select Batch Portable Application from the menu tree.3. Underneath the

Chapter 13CE Batch Utility Settings171•Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK INVENTORY V8.1User Manual1729.Click the Send button found in the bottom right corner of the form to send the message changes to the Batch

Chapter 13CE Batch Utility Settings173The default captions in the Batch Synchronization Utility may be custom-ized.MenuA menu refers to a menu name an

INTELLITRACK INVENTORY V8.1User ManualiiIntelliTrack DMS SOFTWARE License AgreementTHIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR

INTELLITRACK INVENTORY V8.1User ManualxxAction ConventionsThis documentation uses action conventions to explain screen actions such as using the compu

INTELLITRACK INVENTORY V8.1User Manual1741.In the Batch Utility, click the Preferences tab to bring this portion of the Main form to the front.2. Next

Chapter 13CE Batch Utility Settings175The right pane of the form contains four data columns:• Form Name: lists the object name for the form in the Bat

INTELLITRACK INVENTORY V8.1User Manual176•Double-click inside the column heading to sort the information. Each time you double-click, the sort order w

Chapter 13CE Batch Utility Settings1772.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. In the left pa

INTELLITRACK INVENTORY V8.1User Manual178The right pane of the form contains three data columns:Menu Name: Lists the object name for the menu options

Chapter 13CE Batch Utility Settings1794.To customize a menu name or menu option, first locate the menu that you want to change in the Menu Name column

INTELLITRACK INVENTORY V8.1User Manual180options for customizing the messages in the Batch Synchronization Utility appear in the right pane of the for

Chapter 13CE Batch Utility Settings181Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK INVENTORY V8.1User Manual182Upload Processing PreferencesTo specify which records are automatically added to the workstation data-base du

Chapter 13CE Batch Utility Settings183Processing Mode: choose type of processing (process all records, return on each error) when uploading records fr

PrefaceAbout this Documentationxxi2.From the Inventory options, select Location Data from the ribbon:3. The Location form appears in the Work Area as

INTELLITRACK INVENTORY V8.1User Manual184•You must enter the correct Sync URL setting (the network path to the IIS server location) in the DMS Batch S

Chapter 13CE Batch Utility Settings185•The Test Batch Registration Service button is a troubleshooting tool. Your batch registration must be set corre

INTELLITRACK INVENTORY V8.1User Manual1862287.book Page 186 Thursday, July 7, 2011 4:45 PM

187 CHAPTER 14Data Upload and DownloadDownloading Data to the Batch Portable ApplicationTransferring DataSending Data to the Batch Portable Applicatio

INTELLITRACK INVENTORY V8.1User Manual188Downloading Data to the Batch Portable ApplicationYou will want to synchronize your data at regular intervals

Chapter 14Data Upload and Download189If you do not send the security settings, security is not enforced in the batch portable application.When you sen

INTELLITRACK INVENTORY V8.1User Manual190Note: To send only the required system data (language options and User IDs), do not set any options in the Se

Chapter 14Data Upload and Download191mark the Send Locations check box. The From and To fields become enabled.6. You may select a location range to se

INTELLITRACK INVENTORY V8.1User Manual192click the drop-down arrow in the To field and select the last selection that appears.To send one item number,

Chapter 14Data Upload and Download19315.As the data information is sent to the handheld device (localization changes, data selections such as sites, l

INTELLITRACK INVENTORY V8.1User Manualxxii1.When instructed to “click the Add button,” click the Add button found along the bottom of the Inventory fo

INTELLITRACK INVENTORY V8.1User Manual194nization process may be initiated from the handheld device or from the Batch Synchronization Utility.1. For m

Chapter 14Data Upload and Download1953.If the handheld application is ready to synchronize data, click OK to close the message box and continue with t

INTELLITRACK INVENTORY V8.1User Manual1966.Select ok to close the message and continue with the data upload. Please note that while in demo mode, only

Chapter 14Data Upload and Download1979.Click the Refresh button. The uploaded data appears onscreen.2287.book Page 197 Thursday, July 7, 2011 4:45

INTELLITRACK INVENTORY V8.1User Manual198Working with the Uploaded DataAfter data is transferred to the Batch Synchronization Utility, the transac-tio

Chapter 14Data Upload and Download199•To view the data by site, click the drop-down arrow in the Site field and select the site from the list that app

INTELLITRACK INVENTORY V8.1User Manual200The selected record(s) are deleted from the record detail portion of the form.Processing the Uploaded DataRec

Chapter 14Data Upload and Download201•Process All Records: Processes all records. Rejected records are kept in the Error Log.• Return On Each Error: R

INTELLITRACK INVENTORY V8.1User Manual202If an error occurs, the processing stops and a message box appears noti-fying you that an error occurred in t

203 CHAPTER 15Using the CE Batch PortableIntroductionOpening the Batch Portable ApplicationLogging InLogging OutConfiguring the Batch Portable Applica

PrefaceAbout this DocumentationxxiiiQuery Boxes and Dialog BoxesA query box asks you a question or gives you a choice; when a query box appears you mu

INTELLITRACK INVENTORY V8.1User Manual204IntroductionThe CE Batch Portable Application resides on the handheld device. It sup-ports physical inventory

Chapter 15Using the CE Batch Portable205application, tap the drop-down arrow in the User ID field and select your user name from the list that appears

INTELLITRACK INVENTORY V8.1User Manual206•The Sync menu provides an option for receiving data from the worksta-tion application or sending data to the

Chapter 15Using the CE Batch Portable2072.When you transfer data to the handheld device, the site data, as set in the Batch Synchronization Utility\Se

INTELLITRACK INVENTORY V8.1User Manual208scanned into the field. If the Batch Portable application screens take a long time to load because of a large

Chapter 15Using the CE Batch Portable209At the View menu, the view data options appear.• SitesTo view all site data found in the Batch Portable applic

INTELLITRACK INVENTORY V8.1User Manual210The locations in the Batch Portable application are listed in the screen by site.The total location record co

Chapter 15Using the CE Batch Portable211•To delete all the items in the Batch Portable application, tap the Delete All button.• Tap the ok button or t

INTELLITRACK INVENTORY V8.1User Manual212•The transaction history of the collected records in the Batch Portable Application are displayed in the scre

Chapter 15Using the CE Batch Portable213A message box appears, asking you if you want to proceed with purging all collected data on the handheld.Synci

INTELLITRACK INVENTORY V8.1User ManualxxivFormatting ConventionsThis documentation uses formatting conventions to consistently describe forms, command

INTELLITRACK INVENTORY V8.1User Manual214•To upload collected data to the Batch Synchronization Utility, tap Sync > Send Data. A Status screen appe

215 CHAPTER 16CE Batch: Inventory FunctionsIntroductionCounting Physical InventoryMoving Inventory2287.book Page 215 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual216IntroductionThe Batch Portable application on the handheld device supports the fol-lowing asset inventory fun

Chapter 16CE Batch: Inventory Functions2173.Enter the appropriate site in the Site field or use the default site if it was selected.4. Enter the locat

INTELLITRACK INVENTORY V8.1User Manual2182.From the Inventory menu, select Move. The Move screen appears.3. In the Source tab from the Move screen, en

219 CHAPTER 17CE Batch: Data SearchOverviewSearching for SitesSearching for LocationsSearching for ItemsSearching for Inventory By LocationSearching f

INTELLITRACK INVENTORY V8.1User Manual220OverviewThe Find function in the CE Batch Portable Application enables you to search for site location data:•

Chapter 17CE Batch: Data Search221•From the Find screen, tap the drop-down arrow in the Find field and select Site from the list that appears. The Fin

INTELLITRACK INVENTORY V8.1User Manual222•Next, tap the Find button to process the site data search.• The site or sites that match the search paramete

Chapter 17CE Batch: Data Search2232.If you are using multiple sites and downloaded all sites to the Batch Portable Application, or if you added new si

PrefaceAbout this DocumentationxxvTechnical SupportIntelliTrack support is only a mouse click or phone call away. The techni-cal support options inclu

INTELLITRACK INVENTORY V8.1User Manual224To search for location by a partial data string, enter the data in the Location field and mark the Partial Ma

Chapter 17CE Batch: Data Search225Items may be searched by item number or by description. To search for items by item number, tap the drop-down arrow

INTELLITRACK INVENTORY V8.1User Manual226To search for all descriptions, select to search by description and leave the search selection field blank an

Chapter 17CE Batch: Data Search2272.The Find Inventory By Location screen appears.If you are using multiple sites in the Batch Portable Application da

INTELLITRACK INVENTORY V8.1User Manual228The inventory that matches the search parameters are listed in the Search Results portion of the screen.The n

Chapter 17CE Batch: Data Search2292.If you are using multiple sites in the Batch Portable Application data-base, you may search by site. Tap the drop-

INTELLITRACK INVENTORY V8.1User Manual230Search by Site and LotTo search for inventory by location data by site and lot, please refer to the instructi

Chapter 17CE Batch: Data Search231The number of records displayed in the Search Results portion of the screen are listed in the Record Count field.Tap

INTELLITRACK INVENTORY V8.1User Manual2324.Tap the Find button.The inventory that matches the search parameters are listed in the Search Results porti

Chapter 17CE Batch: Data Search233arrow in the Site field and select the site by which you want to search inventory.3. To search for inventory by loca

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INTELLITRACK INVENTORY V8.1User Manual234The Batch Portable Application supports the physical inventory, move from, and move to transactions as listed

235Appendix AData StructureSiteInventory TableInventory by Location TableBin Location TableField Types2287.book Page 235 Thursday, July 7, 2011 4:4

INTELLITRACK INVENTORY V8.1User Manual236SiteThe Sites Table is the main table where site definitions are stored.Inventory TableThe Inventory Table is

Appendix AData Structure237IMP QTY No Currency 8 Imported QuantityUSER1 No Text 25 User Defined Field 1USER2 No Text 25 User Defined Field 2USER3 No T

INTELLITRACK INVENTORY V8.1User Manual238Inventory by Location TableThe Inventory by Location Table holds actual quantity, sites and locations. Shows

Appendix AData Structure239Bin Location TableDefinition table for Locations where items can be stored. Can be different for each site.ItemID Yes/PKey

INTELLITRACK INVENTORY V8.1User Manual240Field TypesFollowing is a brief summary of the field types and size settings for fields associated with your

Appendix AData Structure241 Yes/No Yes and No values and fields that contain only one of two values. Yes/No fields can't be indexed.OLE Object An

INTELLITRACK INVENTORY V8.1User Manual2422287.book Page 242 Thursday, July 7, 2011 4:45 PM

243Appendix BDatabase MaintenanceVerifying Database ConnectionIntelliTrack DatabaseSQL Server Logon InformationTesting the Database Connection via the

1 CHAPTER 1IntroductionOverviewProgram RequirementsUsing Microsoft Access with DMS InventoryDisabling User Account ControlInstallation and ActivationU

INTELLITRACK INVENTORY V8.1User Manual244Verifying Database ConnectionYour IntelliTrack application contains a database that stores your data and all

Appendix BDatabase Maintenance245that it must be a strong password. A strong password meets the following requirements:1. Can’t contain the account n

INTELLITRACK INVENTORY V8.1User Manual246The screen example below shows the DATA.UDL file in the Check In-Out folder on a 32-bit system.TABLE 18. Inte

Appendix BDatabase Maintenance247Database Connection Test ExampleYou are able to easily test your IntelliTrack application’s database connec-tion by

INTELLITRACK INVENTORY V8.1User Manual2484.To test the server and database connection for Check In-Out, select the Test Connection button in the Data

Appendix BDatabase Maintenance2496.If the test connection fails, it is usually because the database cannot be located or the server name or logon inf

INTELLITRACK INVENTORY V8.1User Manual2503.It contains the server name, authentication, and database name of your IntelliTrack database. If all necess

Appendix BDatabase Maintenance251Changing the Application Database ConnectionThe application database connection is set at application installation.

INTELLITRACK INVENTORY V8.1User Manual2523.The server is found in the 1. Select to enter a server name field. (This is the SQL Server that runs your d

Appendix BDatabase Maintenance253example for Check In-Out: DATACHE80, and then browsing or enter-ing the database name including the full path to it

INTELLITRACK INVENTORY V8.1User Manual2OverviewThe IntelliTrack DMS Inventory software is designed to be used with por-table bar code readers to provi

INTELLITRACK INVENTORY V8.1User Manual2542.In the Database portion of the Options window, click the Change Database button. The Data Link Properties w

Appendix BDatabase Maintenance255then browsing or entering the data file name, including the full path (example for 32-bit systems: C:\Program Files\

INTELLITRACK INVENTORY V8.1User Manual256•Select the radio button next to the Use Windows NT Integrated security option if you are using NT Authentica

Appendix BDatabase Maintenance257Database MaintenanceWe recommend backing up the database every day. Use SQL Server or an IntelliTrack Utility to bac

INTELLITRACK INVENTORY V8.1User Manual2583.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of the

Appendix BDatabase Maintenance2595.In the right-click menu, select Ta sks > Back Up.6. The Back Up Database dialog appears. The General page is di

INTELLITRACK INVENTORY V8.1User Manual2607.In the Back Up Database window, accept all the default settings in the Source and Backup set portion of the

Appendix BDatabase Maintenance2619.The Destination area of the window is cleared.10. Next, select where you want the backup to go. Click the Add butt

INTELLITRACK INVENTORY V8.1User Manual26213.Click OK to close this window. You are returned to the Select Backup Destination window. The database loca

Appendix BDatabase Maintenance26314.In the Select Backup Destination dialog, click the OK button to close it. You are returned to the Backup Database

Chapter 1Introduction3and create custom reports and queries. [IntelliTrack DMS v8.1 supports Microsoft Access 2007 and 2010* (*for Microsoft Access 20

INTELLITRACK INVENTORY V8.1User Manual26416.In the Options portion of the Back Up Database window, in the Over-write Media portion to the right, selec

Appendix BDatabase Maintenance26518.The database is backed up. (Note the default location of your database backup file; it is found in the Destinatio

INTELLITRACK INVENTORY V8.1User Manual2663.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of the

Appendix BDatabase Maintenance2674.Select the IntelliTrack database that you want to restore and then right-click it. The right-click menu appears.5.

INTELLITRACK INVENTORY V8.1User Manual2686.The Restore Database window appears. It automatically selects the Destination and Source to restore. This i

Appendix BDatabase Maintenance2699.The Specify Backup dialog appears. Click the Add button in the Spec-ify Backup dialog.10. The Locate Backup File w

INTELLITRACK INVENTORY V8.1User Manual27012.Click Ok to close the Specify Backup window. You are returned to the Restore Database window. This file lo

Appendix BDatabase Maintenance27114.In the Select Page portion of the Restore Database window select the Options selection to view the Options portio

INTELLITRACK INVENTORY V8.1User Manual27216.If restoring a backup to the same database that the backup file came from, the Restore As “destination” se

Appendix BDatabase Maintenance27318.When the database is successfully restored, the following message appears onscreen.19. Click OK to close the mess

iii2) as a reseller, you may sublicense repackaged units of the Software in the original packaging of this Software as licensed to you by ITI., includ

INTELLITRACK INVENTORY V8.1User Manual4Note the software serial number of this product because you will need this information during registration and

INTELLITRACK INVENTORY V8.1User Manual2742.These utilities are found in your program folder:• For 32-bit systems:For 64-bit systems:TABLE 19. IntelliT

Appendix BDatabase Maintenance2753.To create a backup, double-click the backup utility file backup.bat. A backup file of the database called backup.d

INTELLITRACK INVENTORY V8.1User Manual276From the Administrative Tools, select Services to reach the Services list.2. In the list of Services, locate

Appendix BDatabase Maintenance2774.Select Properties from the right-click menu. The databackup Proper-ties window appears.5. In the databackup Proper

INTELLITRACK INVENTORY V8.1User Manual2786.Click the Add button in order add the name of the network service account that SQL Server uses. The Select

Appendix BDatabase Maintenance2798.Click OK to add the account to the Groups or user names area of the Security tab. The Select Users, Computers, or

INTELLITRACK INVENTORY V8.1User Manual28010.Click OK to close the databackup Properties window. Your databackup folder now has the necessary permissio

281Appendix CCompact Workstation UtilityOverviewCompacting the Workstation Application File2287.book Page 281 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual282OverviewWhen you install IntelliTrack Inventory, a Compact utility is created for the workstation application

283Appendix DManual IIS SetupOverviewManual IIS RDA Setup RequirementsManually Configuring IIS on Windows XP/WindowsServer 2003 Operating SystemsSetti

Chapter 1Introduction5 Portable Device SupportIntelliTrack DMS includes the DMS RF portable support and DMS CE Batch portable support; thus allowing y

INTELLITRACK INVENTORY V8.1User Manual284OverviewThe additional IIS setup information listed in this section pertains to the Manual IIS RDA setup opti

Appendix DManual IIS Setup285•If you use a manual RDA setup option with Windows 7/Windows Vista/Windows Server 2008, you must configure the IntelliTra

INTELLITRACK INVENTORY V8.1User Manual286Setting up IIS v6.0 to Allow the DMS Web Service ExtensionIf you are using IIS v6.0 and Windows Server 2003,

Appendix DManual IIS Setup2876.Enter DMS in the Extension name field.7. Next, click the Add button in the Required files portion of the window. The Op

INTELLITRACK INVENTORY V8.1User Manual28811.After you enable the web service extensions for IntelliTrack DMS, make sure the web extension for asp.net

Appendix DManual IIS Setup2895.From the IIS Manager, create a virtual folder called IntelliTrack under the Default Website.6. Configure the IntelliTra

INTELLITRACK INVENTORY V8.1User Manual290If it exists, double-click to open the Edit ISAPI or CGI Restriction dia-log and make sure that the ISAPI or

Appendix DManual IIS Setup291Add SQL Server Compact Edition and apply the settings outlined above in step 4.5. Select the top level node (with the com

INTELLITRACK INVENTORY V8.1User Manual2928.To set the executable path, click the browse button (...) in the Execut-able (optional) field. The open win

Appendix DManual IIS Setup29310.In the Add/Edit Module Mappings window, click the Request Restric-tions... button.11. The Request Restrictions window

INTELLITRACK INVENTORY V8.1User Manual62287.book Page 6 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual29413.In the Request Restrictions window, click the Access tab to bring this portion of the form to the front. M

Appendix DManual IIS Setup295For Windows Server 2008, when the ISAPI-dll mapping are complete, set the feature permissions. Click Edit Feature Permiss

INTELLITRACK INVENTORY V8.1User Manual296Configuring the IntelliTrack Application PoolThis section applies to the Windows Vista, Windows 7, and Window

Appendix DManual IIS Setup297•In Windows Server 2008, go to Start > Administrative Tools > IIS Manager.2. From the Internet Information Services

INTELLITRACK INVENTORY V8.1User Manual2984.Once the IntelliTrack Application Pool is selected, right-click to view the right-click menu.5. At the righ

Appendix DManual IIS Setup2996.In the Process Model portion of the Advanced Settings windows, select Load User Profile.7. Select the drop-down arrow i

INTELLITRACK INVENTORY V8.1User Manual30011.Next, select Restart in the Application Pool Tasks portion of the Actions navigation pane to restart the p

301Appendix EChecking IIS SetupOverviewReaching the Batch Synchronization UtilitySync URL Setting2287.book Page 301 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual302OverviewAfter you have installed the IntelliTrack workstation application and con-figured IIS (depending on y

Appendix EChecking IIS Setup303Upon startup, the Send Data portion of the Utility is to the front.Sync URL SettingThe Sync URL setting is the network

7 CHAPTER 2DMS CE Batch SetupDMS Batch Installation OverviewBatch Installation Prerequisites by Operating SystemBatch Installation Prerequisites for W

INTELLITRACK INVENTORY V8.1User Manual304The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path

Appendix EChecking IIS Setup305Vista/Windows 7/Windows Server 2008 Operating System” on page 288.3. Verify that the Sync URL setting matches the netwo

INTELLITRACK INVENTORY V8.1User Manual3062287.book Page 306 Thursday, July 7, 2011 4:45 PM

307Appendix FMicrosoft Access IntegrationOverviewFull Access ImportImport Access Inventory DataQuery Import Data – Site TableQuery Import Data – Bin L

INTELLITRACK INVENTORY V8.1User Manual308OverviewMicrosoft Access is a powerful and flexible database management system. A full version of MS Access a

Appendix FMicrosoft Access Integration309custom Access query to place the information in the appropriate Intelli-Track table and fields.Before importi

INTELLITRACK INVENTORY V8.1User Manual310In the last window, name the table and click Finish.If existing data is going to be stored in several files,

Appendix FMicrosoft Access Integration311Click Ye s.Save the query as Import Sites. Click OK. 14. To verify the data is in the Site table:Select the S

INTELLITRACK INVENTORY V8.1User Manual312Click on the Table tab.Select the Bin Location table.Click Open to view the imported data.Query Import Data

Appendix FMicrosoft Access Integration313Click on the Table option in the Navigation Pane.Select the Inventory table.Click Open to view the imported

INTELLITRACK INVENTORY V8.1User Manual8DMS Batch Installation OverviewThis section covers DMS CE Batch installation issues and procedures. Use the DMS

INTELLITRACK INVENTORY V8.1User Manual314Select the Inventory by Location table.Click Open to view the imported data.Exporting DataTo export data with

Appendix FMicrosoft Access Integration3154.Enter an optional description in the Description column.5. Enter the name of the custom report exactly as n

INTELLITRACK INVENTORY V8.1User Manual3162.The Form wizard appears. Select a table or query to use as a data source from the Select a Table/Query drop

317Appendix GCustomizing IntelliTrackCautions when Customizing IntelliTrack2287.book Page 317 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual318Cautions when Customizing IntelliTrackIf you have the appropriate version of Microsoft Access, you can modify

319Appendix HBar Code SymbologyBar Code Symbology Characteristics2287.book Page 319 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual320Bar Code Symbology CharacteristicsTable 21, “Bar Code Symbology Characteristics,” on page 320 summarizes the

321Appendix ISample ReportsHistory by Date ReportHistory by Item# ReportInventory by Category ReportInventory by Location ReportInventory by Lot/Exp.

INTELLITRACK INVENTORY V8.1User Manual322History by Date Report2287.book Page 322 Thursday, July 7, 2011 4:45 PM

Appendix ISample Reports323History by Item# Report2287.book Page 323 Thursday, July 7, 2011 4:45 PM

Chapter 2DMS CE Batch Setup9Batch Installation Prerequisites by Operating SystemThe steps for completing the IntelliTrack DMS Batch Application prereq

INTELLITRACK INVENTORY V8.1User Manual324Inventory by Category Report2287.book Page 324 Thursday, July 7, 2011 4:45 PM

Appendix ISample Reports325Inventory by Location Report2287.book Page 325 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual326Inventory by Lot/Exp. Date Report2287.book Page 326 Thursday, July 7, 2011 4:45 PM

Appendix ISample Reports327Inventory Item Detail Report2287.book Page 327 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual328Inventory Item Summary Report2287.book Page 328 Thursday, July 7, 2011 4:45 PM

Appendix ISample Reports329Inventory w/Pictures Report2287.book Page 329 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual330Inventory, Negative Quantity Report2287.book Page 330 Thursday, July 7, 2011 4:45 PM

Appendix ISample Reports331Overstock Summary Report2287.book Page 331 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual332Reconciliation Report2287.book Page 332 Thursday, July 7, 2011 4:45 PM

Appendix ISample Reports333Reorder Report2287.book Page 333 Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual105.After you setup Remote Data Access and install IntelliTrack, test your setup by going to the DMS Batch Synch

INTELLITRACK INVENTORY V8.1User Manual3342287.book Page 334 Thursday, July 7, 2011 4:45 PM

Index335IndexAAccess Levelssecurity 66Actionswith computer mouse xxActivationsecurity 65ActiveSyncrequired setting for CE Batch 27Add / Edit Queries

INTELLITRACK INVENTORY V8.1User Manual336viewing data 208CE Batch Portable Applicationopening on the handheld device 160Change databases 255Changin

Index337FirewallWindows XP required settings for CE Batch 31Formatting Conventions xxivFormsCustom 315HHelp Filereaching 43HistoryLogging 139option

INTELLITRACK INVENTORY V8.1User Manual338option 59MMaintenancefront-end 255Menuin CE Batch Utility 173renaming in the CE Batch Utility 176Messagein

Index339Reports 79, 141Adding your own 79Ribbon Tabs, selecting xxSSearchfeature in CE Batch 220Securityaccess levelsuser 68activating 65option 60p

INTELLITRACK INVENTORY V8.1User Manual340to backup database 273VViewhistory log 139inventory 138system reports 141WWindows XPrequired firewall sett

Chapter 2DMS CE Batch Setup11Required IIS Settings for Windows 7 and Windows VistaImportant:These requirements pertain to Windows Vista/Windows 7 oper

INTELLITRACK INVENTORY V8.1User Manual121.After you turn on IIS, you need to turn on specific IIS features. In the Windows Features window, click on t

Chapter 2DMS CE Batch Setup137.Click the plus sign next to the Security selection, the options available for this selection appear, mark the check box

INTELLITRACK INVENTORY V8.1User ManualivITI's entire liability and your exclusive remedy under this guarantee (sub-ject to your returning the Sof

INTELLITRACK INVENTORY V8.1User Manual14Please refer to “Remote Data Access (RDA) Components” on page 17 for more information.8. After you setup Remot

Chapter 2DMS CE Batch Setup15Windows Server 2003 Requirement AFTER DMS InstallationWindows Server 2003 Operating Systems use IIS v6. If you are using

INTELLITRACK INVENTORY V8.1User Manual165.In the Ta s k s portion of the window, select Add a new Web service extension... option. The New Web Servic

Chapter 2DMS CE Batch Setup1711.After you enable the web service extensions for IntelliTrack DMS, make sure the web extension for asp.net 2.0 is allow

INTELLITRACK INVENTORY V8.1User Manual18IntelliTrack Workstation ApplicationThe IntelliTrack workstation application is used to input system data, run

Chapter 2DMS CE Batch Setup19more information about installing ActiveSync on your desktop computer, please refer to “Installing Microsoft ActiveSync o

INTELLITRACK INVENTORY V8.1User Manual20RDA ConfigurationImportant: The sections that follow deal with advanced network settings. Consult your system

Chapter 2DMS CE Batch Setup21knowledge. For more information about manual IIS setup, please see “Manual IIS RDA Setup Options” on page 25.In determini

INTELLITRACK INVENTORY V8.1User Manual22•sqlcesa35.dll: the resource dll for the application’s use of IIS.• Permissions: security rights to write and

Chapter 2DMS CE Batch Setup23Notice that IIS and SQL Server are installed on one local computer, hence, this RDA setup supports automatic IIS setup wi

vGovernment Restricted Rights Legend; International UseUse, duplication or disclosure by the United States Government is subject to restrictions of Re

INTELLITRACK INVENTORY V8.1User Manual24•Since IIS and SQL Server reside on the same computer, the Create IIS Dependencies Utility (Start > All Pro

Chapter 2DMS CE Batch Setup25ally configure it. For manual IIS configuration setup procedures, please see “Manual IIS Setup” on page 283. To see manu

INTELLITRACK INVENTORY V8.1User Manual26Manual IIS Setup Security RequirementsWhen you use a manual IIS setup option, please be aware of the following

Chapter 2DMS CE Batch Setup27PC and Handheld Device CommunicationDepending on your operating system, you will use either Microsoft Active-Sync or Wind

INTELLITRACK INVENTORY V8.1User Manual28In the Microsoft ActiveSync application, click File > Connection Set-tings. The Connection Settings window

Chapter 2DMS CE Batch Setup29handheld according to the instructions that came with your handheld device. If a partnership is already established betwe

INTELLITRACK INVENTORY V8.1User Manual30with PC-device connection and Windows Mobile Device Center Software installation.Setting Up a Windows Mobile P

Chapter 2DMS CE Batch Setup31Applying Firewall ExceptionsImportant:This is an advanced setting. Please consult your network administrator before apply

INTELLITRACK INVENTORY V8.1User Manual322287.book Page 32 Thursday, July 7, 2011 4:45 PM

33 CHAPTER 3Getting StartedBasic Startup ProceduresUsing the ApplicationLogging into the Workstation ApplicationUsing the Security Ribbon OptionsLoggi

INTELLITRACK INVENTORY V8.1User Manualvi2287.book Page vi Thursday, July 7, 2011 4:45 PM

INTELLITRACK INVENTORY V8.1User Manual34Basic Startup ProceduresUpon installation, you are provided with sample data. Use IntelliTrack DMS Inventory w

Chapter 3Getting Started35Using the ApplicationBefore you set system options and enter any data, it is a good idea to become familiar with the worksta

INTELLITRACK INVENTORY V8.1User Manual36Select a user ID (if you are using the sample data, it contains sample users). If security is enabled and a pa

Chapter 3Getting Started37Changing your PasswordIf security is enabled in the application, the Change Password option is available in the Manage >

INTELLITRACK INVENTORY V8.1User Manual38Closing the ApplicationTo close the application, you must select the Quit option in the Manage > Security r

Chapter 3Getting Started39To preview a query onscreen, select it from the dashboard’s query list and then click the View button. (If the View button i

INTELLITRACK INVENTORY V8.1User Manual40tab ribbon options are displayed. Selecting a ribbon option will open an application form.If a selection in th

Chapter 3Getting Started41Do It! Run or process the data files.Duplicate Duplicate existing record.Edit Edit or modify the data record.Filter Select s

INTELLITRACK INVENTORY V8.1User Manual42Precautions When Entering DataWarning: When entering data in the application, DO NOT USE special characters or

Chapter 3Getting Started43Help Ribbon OptionsThe application contains online help and an About screen. The online help contains information about usin

Table of ContentsviiTable of ContentsIntelliTrack DMS SOFTWARE License Agreement... iiLicense ...

INTELLITRACK INVENTORY V8.1User Manual44Use the Contents tab to view the help contents; to reach a help topic, click on the content listing. The help

Chapter 3Getting Started45Selecting Help > Help > About option from the ribbon opens the About screen.The About screen contains useful applicati

INTELLITRACK INVENTORY V8.1User Manual462287.book Page 46 Thursday, July 7, 2011 4:45 PM

47 CHAPTER 4Purging DataIntroductionA Note About Sample DataReaching the Purge OptionsPurging Uploaded Physical Inventory DataPurging History DataPurg

INTELLITRACK INVENTORY V8.1User Manual48IntroductionThe Purge function manages application data by deleting old or obsolete information from the appli

Chapter 4Purging Data49The Purge options include:• History• Uploaded Inventory• Select from All Data• Lookup Tables• Empty LocationsPurging Uploaded P

INTELLITRACK INVENTORY V8.1User Manual501.Select Tools > Purge > History purge selection from the ribbon. The Purge History Data form appears.2.

Chapter 4Purging Data51This option includes all the system purge options on one form. You may delete all or selected items including history data and

INTELLITRACK INVENTORY V8.1User Manual527.When you are ready to purge all the selected data, click the Do It but-ton found along the bottom of the for

Chapter 4Purging Data534.To delete Units of Measure Lookup Table data, mark the Measure check box.5. Click the Do It button to purge the selected data

INTELLITRACK INVENTORY V8.1User Manualviiiviii CHAPTER 2: DMS CE Batch Setup ...7DMS Batch Installat

INTELLITRACK INVENTORY V8.1User Manual542287.book Page 54 Thursday, July 7, 2011 4:45 PM

55 CHAPTER 5System SetupIntroductionSystem SetupSetup Form ButtonsEntering Company InformationSetting System OptionsSetting International OptionsSetti

INTELLITRACK INVENTORY V8.1User Manual56IntroductionBefore you begin using IntelliTrack DMS Inventory to assist with storing, tracking, and managing y

Chapter 5System Setup57Setup Form ButtonsThe Setup form buttons are described in the chart below.Setup Form ButtonsTABLE 2. Setup Form ButtonsButton D

INTELLITRACK INVENTORY V8.1User Manual58Entering Company InformationWhen you select Tools > Setup > Setup option in the ribbon, the Com-pany In

Chapter 5System Setup59Setting System OptionsSystem options are set in the Options portion of the form. To set system options, please refer to the ins

INTELLITRACK INVENTORY V8.1User Manual60Sum Inventory on View: check this box to automatically update inventory quantity when you open the View Invent

Chapter 5System Setup61able on any forms. If you select the All option, pictures are viewable on all forms.Setting International OptionsThe internatio

INTELLITRACK INVENTORY V8.1User Manual623.The date format is displayed for your reference. The date format matches the date format set for your PC in

Chapter 5System Setup631.The form contains four options in the Pull Down List field:Item/Locations: specify the data lookup option(s) for the Item Lis

Table of Contentsix CHAPTER 4: Purging Data ...47Introduction...

INTELLITRACK INVENTORY V8.1User Manual642.Click the drop-down arrow in the Default Site field and select the default site from the list that appears.

Chapter 5System Setup65System Users System users are added by the Administrator. Each user is assigned an access level, which grants or denies the use

INTELLITRACK INVENTORY V8.1User Manual66Assigning Security Privileges to System AreasSecurity privilege access levels range from one to nine. The secu

Chapter 5System Setup672.Place the access level in the Level column next to the Description col-umn.Important: You do not have to assign all nine leve

INTELLITRACK INVENTORY V8.1User Manual68Maintaining System UsersSystem users are added by the administrator. Each user is assigned an access level, wh

Chapter 5System Setup693.The Create User form appears. Enter the user name in the UserID field; press the TAB key on the keyboard.4. The cursor is pla

INTELLITRACK INVENTORY V8.1User Manual70the cursor next to the newly created user); and assign an access level in the Level field (enter a value betwe

Chapter 5System Setup713.In the User ID column, edit the username.4. In the Level column, edit the user access level.2287.book Page 71 Thursday, Jul

INTELLITRACK INVENTORY V8.1User Manual725.Click the Close button found along the bottom of the form to close the form and save the changes.Changing th

Chapter 5System Setup736.When you are finished, click the Close button found along the bottom of the form to close the Change Password form and set th