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INTELLITRACK INVENTORY V8.1
User Manual
56
Introduction
Before you begin using IntelliTrack DMS Inventory to assist with storing,
tracking, and managing your perpetual inventory, activate the features and
options that you intend to use and set security options and choose system
language and date and time formats. All of the functions to configure the
application ar located in the Tools ribbon.
System Setup
The Options form contains four areas:
• Company Information
• Options
• International Options
• Pull Down Options
Each area of the form and the options available in it are discussed in the
sections that follow.
The selections found in the system Setup form are stored in the shared data
file DATAINE80.MDF and affect all users of the application.
To open the Setup form select Tools Command Tab > Setup Command
Set > Setup selection.
The setup form appears with the Company Information portion to the
front. To move to different setup areas of the form, select a button found
along the bottom of the form.
Setup Selection
2287.book Page 56 Thursday, July 7, 2011 4:45 PM
- 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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