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Intellitrack Check In/Out manuals

Owner’s manuals and user’s guides for Software Intellitrack Check In/Out.
We providing 4 pdf manuals Intellitrack Check In/Out for download free by document types: User Manual


Intellitrack Check In/Out User Manual (102 pages)


Brand: Intellitrack | Category: Software | Size: 1.99 MB |

 

Table of contents

Guarantee;

3

Disclaimer

3

Contents

7

User Manual

10

Setting Up the RF Server

11

Overview

12

Opening the RF Server

13

Setting RF Server Options

14

General

15

Settings

15

Language

16

Changing a Label Name

17

Changing a Message

18

Device Setup

19

IntelliTrack RF

23

Configuring

24

Profiles

24

Parameters

30

Adding Key Macros

33

Checking RF Server Settings

35

Verifying

36

Settings on

36

Chapter 2

39

VT Options

46

Setting the ESC Function

53

Configuring the ESC Option

54

VT_SCANCODES folder

55

Sending the

57

Configuration

57

Portable

57

RF Client

59

Logging into the RF Client

60

Security

60

RF Client Conventions

60

RF Portable Settings

61

3. The Main menu appears

62

RF Windows Client

63

Site Management

65

Chapter 4

67

Maximize Box

67

Out\8.1\RF Server\error.log)

68

Check In-Out Management

69

Introduction

70

Checking

71

Out an Item

71

Retiring a

74

Check-Out

74

Building a

75

Maintaining

77

Chapter 5

79

Issue and Receipts

81

Performing

84

Receipts

84

Chapter 6

87

Managing Inventory

89

Moving Inventory

90

Moving a

92

Check Out

92

Performing Inventory Counts

94

Performing a

97

Check-out

97

Item Count

97

The Inventory Find Function

98

Intellitrack Check In/Out User Manual (78 pages)


Brand: Intellitrack | Category: Software | Size: 0.84 MB |

 

Table of contents

Guarantee;

3

Disclaimer

3

Contents

7

User Manual

10

Setting Up the RF Server

11

Overview

12

Opening the RF Server

13

Setting RF Server Options

14

General

15

Settings

15

Language

16

Changing a Label Name

17

Changing a Message

18

Device Setup

19

IntelliTrack RF

23

Configuring

24

Profiles

24

Parameters

30

Adding Key Macros

33

Checking RF Server Settings

35

Connecting to the RF Server

36

RF Client

39

Logging into the RF Client

40

Security

40

RF Client Conventions

40

RF Portable Settings

41

3. The Main menu appears

42

RF Windows Client

43

Site Management

45

Chapter 4

47

Maximize Box

47

Check In-Out Management

49

Introduction

50

Checking

51

Out an Item

51

Check-Out

54

Retiring a

54

Check in/out menu

55

Issue and Receipts

57

Performing

60

Receipts

60

Chapter 6

63

Managing Inventory

65

Moving Inventory

66

Moving a

68

Check Out

68

Performing Inventory Counts

70

Chapter 7

71

Performing a

73

Check-out

73

Item Count

73

The Inventory Find Function

74

Intellitrack Check In/Out User Manual (564 pages)


Brand: Intellitrack | Category: Software | Size: 28.15 MB |

 

Table of contents

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

Retiring an

225

Item or Kit

225

Check In Form

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

Intellitrack Check In/Out User Manual (474 pages)


Brand: Intellitrack | Category: Software | Size: 22.90 MB |

 

Table of contents

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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