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INTELLITRACK CHECK IN-OUT V7.0
User Manual
218
Note: In order to export the report in .PDF format, you must have the
PDF Add-On for Microsoft Office 2007 installed on your system. this add-
on is available for download at the microsoft website www.microsoft.com.
• Email: Select the Email button to attach the report file in a selected
format to an email message. When you select this button, the Send As
Object window appears.
The Send Object As window contains a variety of export options. Intel-
liTrack supports the following export options: PDF Format (*.pdf)
and Text Files (*.txt).
To export the report as an attachment to an email in .txt file format,
select the Text Files (*.txt) option in the Send Object As window and
click OK. Microsoft Outlook immediately appears; the report file is
attached to the auto-generated e-mail message.
To export the report as an attachment to an email in .pdf file format,
select the PDF Format (*.pdf) option in the Send Object As window
and click OK. Microsoft Outlook immediately appears; the report file
is attached to the auto-generated e-mail message.
2283.book Page 218 Thursday, July 9, 2009 11:26 AM
- 30-Day Guarantee; Disclaimer 4
- Limitation of Liability 4
- International Use 5
- User Manual 10
- Table of Contents 11
- About This Documentation 19
- The DMS 7 Interface 20
- Action Conventions 22
- Selecting 23
- Command 23
- Processing 24
- Transactions 24
- Choosing a 25
- Query Boxes 25
- Formatting Conventions 26
- Date and Time Conventions 27
- Technical Support 27
- Overview 30
- Installation 31
- Upgrading the 31
- Working with the Data Files 35
- Connection 36
- Batch Utilities 37
- Databackup Folder Permissions 38
- Chapter 1 39
- Getting Started 45
- Basic Startup Procedures 46
- Using the Application 47
- Logging into the Application 47
- Password 48
- Closing the 49
- Using the Dashboard 50
- Reloading the 51
- Dashboard 51
- Using the 51
- Transaction Buttons 52
- Chapter 2 53
- Reaching the Online Help 55
- Purging Data 57
- A Note About Sample Data 58
- Purging Retire 60
- Purging All 61
- Lookup Data 62
- Adding a Customized Query 63 65
- Adding a Customized Report 66 65
- Customize Labels 68 65
- System Setup 66
- Setup Form Buttons 67
- Entering Company Information 68
- Setting System Options 69
- Setting International Options 71
- Setting Site Options 74
- Setting Security 75
- Security Privileges 75
- System Users 76
- Activating Security 76
- Chapter 4 79
- User Access Levels 80
- Security Access Levels 81
- Adding Users 82
- Editing the User ID 83
- Changing the User Password 85
- Deleting a User 86
- User Defined Titles 88
- The User 89
- Defined Titles 89
- “CE Batch 90
- Customized 91
- Deleting a Customized Query 93
- Customize 96
- “Creating a New Label 97
- Format” on page 221 97
- Introduction 100
- Adding a 101
- Manufacturer 101
- 4. Click the Save button 102
- Editing a 103
- Deleting a 105
- Reaching the Model Form 106
- Edit the entry in this field 110
- Category 112
- Reaching the Categories Form 112
- Chapter 5 115
- Condition 117
- Reaching the Condition Form 117
- 2. The Site form appears: 122
- NTELLITRACK CHECK IN-OUT V7.0 126
- Department 127
- Reaching the Dept Form 127
- Account 132
- Editing the 134
- Unit of Measure 136
- Adding a Unit 137
- Editing a Unit 139
- Unit of 140
- Initializing the System 141
- Creating Locations Manually 142
- Location to a 144
- Changing 145
- Location 145
- Information 145
- Adding Items Manually 146
- Item Data 147
- Form Buttons 147
- Adding an 148
- Item to the 148
- Database 148
- Picture of the 151
- Establishing 153
- Entering a 155
- Duplicate Item 155
- Deleting an 156
- Item Record 156
- Chapter 6 157
- Adding an Item 158
- Customer/ 163
- Employee 163
- Adding New 164
- Employee or 164
- Customer 164
- Editing 165
- Employee/ 165
- Deleting 166
- Managing Inventory 167
- Chapter 7 169
- Location/Item# Form Buttons 170
- Location/Item# Form 171
- Item#/Location Form 175
- Moving an 176
- Individual 176
- Consumable 176
- Item to a 179
- Moving a Check Out Item 180
- Mass Move Form 181
- Checking Items In and Out 185
- Checking Out Item IDs 186
- “Entering Com 187
- Checking In Item IDs 189
- Chapter 8 191
- “Printing and Previewing 192
- Check In Inventory Items 193
- Reserving a Check Out Item 198
- Cancelling a 200
- Reservation 200
- Adding Check Out Item IDs 201
- Issuing and Receiving Items 205
- Stock Issue 206
- Receipts 207
- Perform 208
- Receive 209
- Inventory Data 209
- “Generate Bar 211
- Import-Export 213
- Importing Inventory Data 214
- Import File 215
- Type Options 215
- Requirements 215
- Examples 216
- Structure 217
- Integrity 217
- Importing 218
- “Purging Data” on page 29 219
- Standard 221
- IntelliTrack 221
- Importing the Additional Data 223
- Custom Import 225
- “Exporting Data” on page 392 226
- View/Analyze Data 227
- Viewing Inventory Feature 228
- History 229
- Viewing 230
- Chapter 11 231
- Select the Criteria button 235
- Application 237
- Reaching the 237
- Queries Form 237
- Reports 242
- View or Print 243
- Check In-Out 243
- Previewing 245
- Onscreen 245
- Using Bar Codes 247
- Bar Code Label Feature 248
- Creating a 249
- New Label 249
- Editing an 251
- Existing Label 251
- Printing Sequential Labels 256
- Printing Custom Labels 258
- CE Batch Setup 259
- Communication 260
- CE Batch Setup Requirements 261
- Required Settings 263
- Computer 265
- Required 266
- ActiveSync 266
- Setting Up a 267
- Partnership 267
- Windows 268
- Firewall Settings 269
- Accessed July 31, 2006 270
- RDA Setup: 271
- Option 1 271
- Option 2 272
- RDA Setup 274
- Option 3 274
- Option 4 275
- Manually 277
- Configuring 277
- IIS on XP 277
- Operating 277
- Setting Up IIS 280
- Service 280
- Extension 280
- Chapter 13 283
- Sync URL 288
- Verifying RDA 290
- Installing CE Batch 291
- Handheld Device 292
- Chapter 14 293
- Opening the 295
- Portable 295
- CE Batch Utility Preferences 303
- Preferences Tab 304
- Localization Options 305
- Chapter 15 307
- Renaming 310
- Messages in 310
- Messages 314
- Renaming a 315
- Caption in the 315
- Batch Utility 315
- Selection in 317
- Message in 320
- Upload Processing Preferences 324
- CE Data Transfer 329
- Initiating a 335
- Data Sync 335
- Chapter 16 337
- Uploaded 338
- Process All Records 341
- Return on Each Error 341
- CE Batch Portable 343
- The Main Screen 345
- The About 348
- Chapter 17 349
- Purging 353
- Collected Data 353
- Managing CE Inventory 357
- Counting Physical Inventory 358
- Moving Inventory 360
- CE Check In-Out 365
- Checking In Items 366
- Checking Out Inventory 368
- Retiring Check Out Items 371
- CE Batch Issues and Receipts 375
- Issuing Inventory 376
- The Receipt Process 378
- CE Data Searching 381
- Chapter 21 383
- Searching for 384
- Locations 384
- Inventory By 388
- 4. Tap the Find button 390
- Search by Site and Lot 392
- Searching by 394
- Quantity 394
- Departments 396
- Customers 396
- Data Structure 401
- Data Tables 402
- Inventory Table 402
- Inventory Table (Continued) 403
- Inventory by Location Table 404
- Shows where items are stored 405
- Bin Location Table 406
- Field Types 407
- Data Type Settings 408
- Numeric Fields Size Settings 408
- Compact Instructions 409
- Microsoft Access Integration 411
- Full Access Import 412
- Import Access Inventory Data 413
- 6. Select OK to continue 414
- Query Import 415
- Data – Site 415
- Data – Bin 416
- Inventory 417
- TblCheck 418
- Inventory by 419
- Exporting Data 420
- Custom Reports 420
- Custom Queries 421
- Customizing IntelliTrack 423
- Appendix D 425
- Bar Code Symbology 427
- TABLE 19. Bar Code Symbology 428
- Sample Reports 429
- Appendix F 431
- Past Due Item ID Report 434
- Cust/Emp ID Report 438
- History by Date Report 440
- History by Item # Report 441
- Inventory by Category Report 442
- Inventory by Location Report 443
- Inventory Item # Detail 445
- Inventory Summary Report 446
- Issue Number Report 449
- Issue Transactions Report 450
- Overstock Summary Report 452
- Receipt Number Report 453
- Receipt Transactions Report 454
- Reconciliation Report 455
- Rental Cost by Account Report 457
- Rental Cost by Order # Report 460
- Reorder Report 461
- Retired Items Report 463
- Usage by Demand Report 466
- Usage by Department Report 467
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