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215
CHAPTER
16
CE Batch: Inventory Functions
Introduction
Counting Physical Inventory
Moving Inventory
2287.book Page 215 Thursd
ay, July 7, 2011
4:45 PM
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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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