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INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1
User Manual
34
Introduction
Before you begin using IntelliTrack WMS to track and manage your daily
warehouse activities, we encourage you to activate the features and options
included with your system that you intend to use; set security options; add
system users and sites; and choose system language and date and time for-
mats. IntelliTrack WMS features and options are set at the System Options
form.
To reach the System Options form, select Tools > Setup > System
Options from the ribbon. The System Options form appears.
The System Options form contains six tabbed sections:
1. Company (Setting Company Information)
2. Features (Enabling System Features)
3. Options (Setting System Options)
4. Orders (Establishing Order Parameters)
5. Security (Setting Security)
6. Regional Settings (Language, Time, and Date Settings)
Each tabbed section of the form and the options available in it are dis-
cussed in the sections that follow.
- Software License Agreement 2
- 30-Day Guarantee; Disclaimer 4
- Limitation Of Liability 5
- International Use 5
- Hunt Valley, MD 21030 6
- Contents 7
- User Manual 10
- About this Manual 19
- The WMS 8.1 Interface 20
- Action Conventions 22
- Clicking 23
- Choosing a 24
- Query Boxes 24
- Formatting Conventions 25
- Date and Time Conventions 26
- Technical Support 26
- Professional 29
- Product 29
- Features 29
- Chapter 1 31
- IntelliTrack WMS Architecture 32
- Second Tier: 33
- Third Tier: 33
- Preparing Warehouse Data 34
- Defining Items 35
- Calculating Available Space 35
- Receiving Area 36
- Storage Area 36
- Picking and Shipping Areas 37
- Getting Started 39
- Basic Startup Procedures 40
- Using the Application 41
- Security 42
- Change Password Option 43
- Using the Dashboard 44
- Reloading the 45
- Dashboard 45
- Purging Data 47
- Reaching the Purge Form 48
- Purge Form 49
- Selecting a 50
- Purging Inventory Data 51
- Purging Picking Order Data 53
- Purging Receiving Order Data 54
- Purging History Data 55
- Purging Lookup Data 55
- Performing a Data Purge 56
- Chapter 3 57
- System Options 59
- Setting Company Information 61
- Enabling System Features 61
- “Unit of Measure” on page 65 64
- Setting System Options 65
- “Purging Inventory 66
- Establishing Order Parameters 67
- Setting 68
- Picking and 68
- Order Options 68
- Setting Security 70
- Editing User 73
- Delete Button 74
- Assigning User Tasks 75
- Select All De-select All 76
- Chapter 4 77
- Language 79
- Settings 79
- Carrier 86
- Editing a 88
- Shipping Method 89
- Unit of Measure 91
- Adding a Unit 92
- Editing a Unit 93
- Unit of 93
- Category 94
- “Setting Site Privileges” on 96
- Setting Site Privileges 99
- Preparing the 100
- Databases 100
- Setting Up a 101
- Keyed Import 101
- Chapter 5 103
- Tab l e 3 , “Import Map 105
- Activating the Keyed Import 108
- Keyed Export 109
- Table 4, “Export Mapping 115
- Activating the Keyed Export 117
- Initializing the Warehouse 121
- Introduction 122
- Adding a 124
- Location to A 124
- Chapter 6 127
- Establishing Material Flow 128
- Location Sequence Numbers 131
- Deleting a Location 132
- Review Mode 134
- Add Mode 134
- Edit Mode 134
- Item Data 135
- Form Buttons 135
- Adding an 136
- Item to the 136
- Database 136
- Adding a Picture of the Item 138
- User Defined 140
- Establishing 142
- Measure 142
- Range” on page 116.) 143
- Editing an Item Record 145
- Each Count Amount 146
- Deleting an 147
- Item Record 147
- Inventory 148
- Data Form 148
- Managing Customer Information 150
- Customers 152
- Adding New 152
- Managing Vendor Information 157
- Adding a New 158
- Inventory Management 161
- Inventory Data 163
- Retrieving 164
- Item to a 165
- Location 165
- Working with 168
- Chapter 7 169
- Update Inventory Button 169
- Deleting 170
- Inventoried 170
- Let Downs 171
- Inventory Data Form 172
- Tracking Inventory Movement 174
- Move Item 175
- Moving an 175
- Mass Move 176
- Moving All 177
- Items in a 177
- Using Pallets 180
- Building a Pallet 180
- Build Pallet 181
- Using the 181
- Moving a Pallet 183
- Move Pallet 184
- Maintenance 187
- Editing an 189
- Existing Kit 189
- Receiving 191
- Receiving Order Information 192
- Order Forms 193
- Adding New Receiving Orders 195
- Reviewing Receiving Orders 197
- Changing the 200
- Order Status 200
- Information 201
- Viewing the Order’s History 203
- Picking Order Information 206
- Picking Order Forms Buttons 208
- Chapter 9 209
- Adding New Picking Orders 210
- Reviewing Picking Orders 212
- Viewing the 219
- Order’s 219
- Using Waves 220
- Manage Waves Form: Buttons 221
- Filtering 222
- Picking 222
- Tagging 225
- Orders for 225
- Assigning a 228
- Picker to 228
- Selected 228
- Orders to 229
- Existing 229
- Wave Reports 230
- Establishing Zones 232
- Deleting a 238
- Import and Export Utility 241
- Import Export 243
- Tools Menu 244
- Importing and Exporting Data 246
- Supported 247
- Utility File 247
- Selecting an 248
- Interface 248
- The Host Picking Interface 250
- The Host Receiving Interface 252
- Exporting 253
- Importing 255
- Importing Item Data 258
- Location Data 260
- Picking Order 263
- Order Data 266
- WMS System Maintenance 271
- Verifying Database Connection 272
- Chapter 11 275
- Application 278
- Connection 278
- Backing Up the Database 280
- Databackup Folder Permissions 281
- Front-End File Backup 285
- Compacting the Workstation 285
- CHAPTER 12 287
- Viewing Transaction History 287
- Retrieving History Data 287
- History Reports 287
- History Data 293
- Displayed in 293
- History Form 293
- CHAPTER 13 297
- WMS Standard Queries 297
- “Kitting” on 301
- Printing Labels 303
- Bar Code Label Feature 304
- Adding a New Label Format 309
- Printing Custom Labels 314
- Chapter 14 315
- Inventory Reports 319
- Chapter 15 321
- Generating an 323
- Picking Reports 326
- Generating a 330
- Receiving Reports 333
- Customizing Reports 342
- Database Maintenance 345
- Testing the 347
- Database Backup and Restore 358
- Appendix A 361
- “Database 367
- IntelliTrack 375
- Backup and 375
- Restore 375
- Utilities 375
- Sample Inventory Reports 383
- Batch Cycle Count 385
- History by Date Report 386
- History by Item Report 387
- Inventory by Category Report 388
- Inventory by Location Report 389
- Inventory Item Detail Report 391
- Inventory Item Summary Report 392
- Appendix B 393
- Kit Maintenance Form Report 396
- Location Sequence Report 397
- Overstock Summary Report 398
- Pallet Flag Report 399
- Pallet Summary Report 400
- Primary Location Report 401
- Reorder Summary Report 402
- Replenishment Report 403
- Velocity Report–Picking 404
- Velocity Report–Receiving 405
- Sample Picking Reports 407
- Closed Picking Orders Report 408
- Customer Report 410
- New Picking Order Report 411
- Open Picking Orders Report 413
- Packing List Report 414
- Appendix C 415
- Pick Sequence Report 416
- Picking Report 423
- Picking Report with Bar Codes 424
- Shipped Picking Orders Report 425
- Shipping Information 426
- Staged Wave Report 427
- UPS Packing List 428
- Wave Report 429
- Sample Receiving Reports 431
- Backordered P.O.s Report 432
- Appendix D 433
- New Receiving Orders Report 434
- Open Receiving Orders Report 436
- Put-Away Report 438
- Put-Away Sequence Report 440
- Received Orders Report 441
- Vendor Report 448
- Glossary 449
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