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Chapter 6
Lookups
131
Employee/Customer
Information about your customers and employees are added to the data-
base at the Employee/Customer form. When your check out inventory is
checked out or reserved, it becomes tied to a customer or employee.
Select Manage > Lookup Tables > Cust/EmpID from the ribbon.
The Employee/Customer form appears.
This form contains contact information for customers or employees. You
are able to search your data by ID, Name, or Company via the drop-down
lists found at the top of the form.
Customer/
Employee
Form Buttons
This form uses buttons to add, delete, and process data:
Lookup Tables Command Set: Cust/Emp ID selection
2283.book Page 131 Thursday, July 7, 2011 2:29 PM
- 30-Day Guarantee; Disclaimer 4
- Limitation of Liability 4
- International Use 5
- User Manual 10
- Table of Contents 11
- About This Documentation 21
- The DMS 8.1 Interface 22
- Tabbed Windows 23
- Action Conventions 24
- Processing 26
- Transactions 26
- Choosing a 27
- Query Boxes 27
- Formatting Conventions 28
- Date and Time Conventions 29
- Technical Support 29
- Software 30
- Services 30
- Overview 32
- Installation 33
- DMS CE Batch 35
- DMS CE Batch Setup 37
- Disabling 40
- User Account 40
- Control (UAC) 40
- Required IIS 41
- Settings for 41
- Windows 41
- Vista and 41
- Windows 7 41
- Prerequisites 43
- Server 2008 43
- Extension 45
- Chapter 2 49
- Microsoft SQL 50
- Configuration 50
- RDA Setup Glossary of Terms 51
- Automatic IIS 52
- Manual IIS 55
- Installing 57
- Microsoft 57
- ActiveSync on 57
- Computer 57
- Using Mobile 59
- Device Center 59
- Applying Firewall Exceptions 61
- Getting Started 63
- Basic Startup Procedures 64
- Using the Application 65
- Logging into the Application 65
- “Logging Out” on page 36 66
- “Closing the 66
- Application” on page 37 66
- Closing the 67
- Using the Dashboard 68
- Using the Ribbon 69
- Transaction Buttons 70
- Chapter 3 71
- The Help Ribbon Options 73
- Purging Data 77
- A Note About Sample Data 78
- Purging Retire 80
- Purging All 81
- Lookup Data 82
- Chapter 4 85
- System Setup 88
- Setup Form Buttons 89
- Entering Company Information 90
- Setting System Options 91
- Setting International Options 93
- Setting Site Options 96
- Setting Security 97
- Activating 98
- Security 98
- NTELLITRACK CHECK IN-OUT V8.1 100
- Maintaining System Users 101
- “Adding 102
- Users” on page 72 102
- Editing the 103
- Changing the 105
- Password 105
- Deleting a 106
- User Defined Titles 107
- The User 108
- Defined Titles 108
- Adding a 110
- Customized 110
- Deleting a Customized Query 112
- Deleting a Customized Report 115
- Customize 116
- “Creating a New Label 117
- Format” on page 269 117
- Introduction 120
- Manufacturer 120
- Reaching the 121
- Lookup Form 121
- Editing a Manufacturer 123
- Deleting a Manufacturer 125
- Model Form 127
- Editing a Model 129
- Edit the entry in this field 130
- Deleting a Model 131
- Category 132
- Editing a Category 134
- Chapter 6 135
- Deleting a Category 136
- Condition 137
- Editing a Condition 139
- Deleting a Condition 141
- 2. The Site form appears: 142
- Department 147
- Editing a Department 150
- Account 152
- The Accounts form appears: 153
- Unit of Measure 156
- Adding a Unit 157
- Editing a Unit 159
- Unit of 160
- Employee/Customer 161
- Adding New 162
- Employee or 162
- Customer 162
- Information 162
- Initializing the System 165
- Creating Locations Manually 166
- Location to a 168
- Changing 169
- Location 169
- Adding Items Manually 170
- Item Data Form Buttons 171
- Adding an 172
- Item to the 172
- Database 172
- Consumable 173
- Check Out 176
- Adding a Check Out Item 177
- Adding an Item ID 179
- “Item ID Kits” on page 207 181
- Picture of the 185
- Establishing 187
- Entering a 189
- Duplicate Item 189
- Deleting an 190
- Item Record 190
- Chapter 7 191
- Item Data 192
- Adding Check 193
- Out Item# 193
- Detail Data 193
- Managing Inventory 197
- Chapter 8 199
- Location/Item# Form Buttons 200
- Location/Item# Form 201
- Form” on page 195 203
- Item to a 204
- Item#/Location Form 205
- Moving an 206
- Individual 206
- Moving a Check Out Item 210
- Mass Move Form 211
- Check Out Functions 215
- The Check 216
- Out Process 216
- Checking Out Item IDs 219
- Checking Out Kit Item IDs 219
- Checking In 222
- Chapter 9 223
- Check In Form 225
- Retiring an 225
- Item or Kit 225
- Generating 226
- Bar Code 226
- Labels for 226
- Checked-In 226
- Item IDs 226
- Check In Inventory Items 227
- Maintenance 232
- Calibration 232
- Reserving a Check Out Item 233
- Canceling a 235
- Reservation 235
- Adding Check Out Item IDs 236
- Item ID Kits 237
- Changing a Kit 240
- Retiring a Kit 244
- Issuing and Receiving Items 247
- Stock Issue 248
- Receipts 249
- Perform 250
- “History” on page 243) 251
- Receive 252
- Inventory Data 252
- “Generate Bar 253
- Import-Export 255
- Importing Inventory Data 257
- Import File 258
- Type Options 258
- Requirements 258
- Examples 259
- Structure 260
- Integrity 260
- Importing 261
- “Purging Data” on page 47 262
- Standard 264
- IntelliTrack 264
- Importing the Additional Data 266
- Custom Import 268
- “Exporting Data” on page 478 269
- History, Queries, and Reports 271
- Viewing Inventory Feature 272
- History 273
- Viewing 274
- Chapter 12 275
- Select the Criteria button 279
- Application 281
- Queries Form 282
- Reports 286
- List of Reports (Continued) 287
- View or Print 288
- Check In-Out 288
- Previewing 289
- Onscreen 289
- Export Option 290
- Printing Labels 291
- Bar Code Label Feature 292
- Printing Sequential Labels 296
- Printing Custom Labels 298
- Creating a New Label Format 299
- Installing DMS Batch 305
- Batch Utility Preferences 313
- Preferences Tab 314
- Localization Options 315
- Customizing 316
- Captions in 316
- Portable 316
- Chapter 15 317
- Batch Utility 324
- Messages 325
- Data Upload Settings 336
- Checking IIS 338
- Data Upload and Download 341
- Transferring 342
- Using the 348
- Chapter 16 349
- Uploaded 350
- Return on Each Error 354
- DMS Batch Application Setup 355
- The Main Screen 357
- Chapter 17 359
- The About 361
- Purging 367
- Collected Data 367
- CE Batch Inventory 371
- Counting Physical Inventory 372
- Moving Inventory 374
- Chapter 18 377
- CE Batch Check In-Out 379
- Checking In Items 380
- “Building a Kit” on page 358 381
- Checking Out Inventory 383
- Retiring Check Out Items 385
- Chapter 19 391
- Maintaining 393
- CE Batch Issues and Receipts 399
- Issuing Inventory 400
- The Receipt Process 402
- CE Data Searching 405
- Chapter 21 407
- Searching for 408
- Locations 408
- Inventory By 412
- Tap the Find button 414
- Search by Site and Lot 417
- Searching by 420
- Quantity 420
- Departments 421
- Customers 421
- Batch Portable Transactions 423
- Data Structure 427
- Data Tables 428
- Inventory Table 428
- Inventory Table (Continued) 429
- Inventory by Location Table 430
- Shows where items are stored 431
- Bin Location Table 432
- Field Types 433
- Data Type Settings 434
- Numeric Fields Size Settings 434
- Database Maintenance 435
- Verifying Database Connection 436
- Testing the 437
- Connection 437
- Database Backup and Restore 448
- Appendix B 451
- “Database 457
- Backup and 465
- Restore 465
- Utilities 465
- Databackup Folder Permissions 467
- Compact Workstation Utility 473
- Manual IIS Setup 475
- Setting up IIS 478
- Service 478
- Setting Up IIS 481
- Appendix D 487
- Configuring 488
- Checking IIS Setup 493
- Sync URL 495
- Appendix E 497
- Microsoft Access Integration 499
- Full Access Import 500
- Import Access Inventory Data 501
- Appendix F 503
- Query Import 505
- Inventory 505
- TblCheck 506
- Inventory by 507
- Exporting Data 508
- Custom Reports 508
- Custom Queries 509
- Customizing IntelliTrack 511
- Appendix G 513
- Bar Code Symbology 515
- TABLE 23. Bar Code Symbology 516
- Sample Reports 517
- Appendix I 519
- Past Due Item ID Report 522
- Cust/Emp ID Report 526
- History by Date Report 528
- History by Item # Report 529
- Inventory by Category Report 530
- Inventory by Location Report 531
- Inventory Item # Detail 533
- Inventory Summary Report 534
- Issue Number Report 537
- Issue Transactions Report 538
- Kit Detail Report 539
- Overstock Summary Report 541
- Receipt Number Report 542
- Receipt Transactions Report 543
- Reconciliation Report 544
- Rental Cost by Account Report 546
- Rental Cost by Order # Report 549
- Reorder Report 550
- Retired Items Report 552
- Usage by Demand Report 555
- Usage by Department Report 556
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