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INTELLITRACK CHECK IN-OUT V7.0
User Manual
22
Using the Dashboard
After you log into the application, the Dashboard appears. It is the default
window and always remains open.
The Dashboard automatically displays information about your inventory,
depending on the queries that you select. The following queries are avail-
able:
• Items Below Minimum Quantity (Top 10)
• Maintenance Due Item IDs (Top 10)
• Most Active Customers (Top 10)
• Past Due Check Out Items
• Overstock Summary
• Last 10 Transactions
• Pending Uploads
To preview a query onscreen, select it from the dashboard’s query list and
then click the View button. (If the View button is disabled for the query
that you select, then that particular query is not available for onscreen pre-
view.)
2283.book Page 22 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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