Intellitrack Inventory Shipping Receiving Picking (ISRP) User Manual

iReasonable measures have been taken to ensure that the information included in this manual is complete and accurate. However, IntelliTrack reserves t

INTELLITRACK ISRP CE CLIENT V8.1CE Client GuidexxOpening the CE Client ...

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide883.To print the report to a network printer, select the Print button found along the top of the screen

Chapter 6Data Download and Upload897.The Export window closes and you are returned to the report preview. 8. To adjust the report view, click the drop

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide90•Process All Records: Automatically processes all records directly from the Uploads form. Rejected re

Chapter 6Data Download and Upload91When processing is finished, a message box appears, notifying you that processing has been completed.Return on Each

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide92Step by Step ProcessingIf you have selected Step By Step Processing, please refer to the steps below

Chapter 6Data Download and Upload93The record transaction is displayed in the Transaction Type field. Transaction types include Move From (Inventory M

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide94record error in the Process Records form and click the Process button to re-process this record.Conti

95 CHAPTER 7CE Client SettingsThe CE Client ApplicationOpening the CE ClientConfiguring CE ClientSelecting Setup OptionsThe About ScreenWorking with t

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide96The CE Client ApplicationThe CE Client application resides on the handheld device. It supports pick-i

Chapter 7CE Client Settings974.The Main screen appears.Until you register your ISRP application and sync the data between the workstation application

xiPicking with the CE Client ... 148Closing an Order...

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide98The CE Client application security settings are the same as the workstation security settings. Hence,

Chapter 7CE Client Settings99Configuring CE ClientThe CE Client application is used to perform inventory counts, order receiving, and order picking. T

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide100This screen contains global system settings along the top of the screen.It also contains a Pick tab

Chapter 7CE Client Settings101play a selection list, however, you may enter or scan the data into the field. If the CE Client screens take a long time

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide102Working with the CE Client DataThe CE Client application database handles the collected and received

Chapter 7CE Client Settings103Important: To avoid duplication of inventory adjustments (such as picks, receives, moves, inventory counts, etc.), the c

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide104•To transfer collected data to the Batch Portable Utility, tap Sync > Send Data. A Status screen

105 CHAPTER 8Managing InventoryIntroductionLooking Up Inventory DataItem Inquire OptionLocation Inquire OptionMoving InventoryMoving an Item Between L

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide106IntroductionThe CE Client application on the handheld device supports the following inventory functi

Chapter 8Managing Inventory1072.From the Inventory menu, tap the Inquire option to reach the Inquire screen.3. The Main Inquire screen appears. This s

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guidexiixii

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide108Once the item is selected, location, quantity, and UOM information about the item’s stored quantity

Chapter 8Managing Inventory1092.From the Inventory menu, tap the Inquire option to reach the Inquire screen.3. The Main Inquire screen appears. You ar

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide110Once the location is selected, information about the item’s stored quan-tity is displayed in the Inq

Chapter 8Managing Inventory111Moving InventoryThe ISRP CE Client application records all aspects of inventory moves. Inventory moves deal with item an

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide1123.The “source” Site field defaults to the site of your downloaded data.4. Tap the drop-down arrow in

Chapter 8Managing Inventory1137.If you want to clear your selections and re-enter any “source” informa-tion, tap the Clear button.8. Next, tap the Des

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide114being moved exceeds the on hand quantity, you will receive a warning; however, the system will allow

Chapter 8Managing Inventory115Inventory CountsA main feature of ISRP is the physical and cycle counting of inventory. When you use this feature, you a

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide1163.The default site is entered along the top of the form. (The default site for the CE Client applica

Chapter 8Managing Inventory117You may enter the amount in addition format. For example, entering 1 + 1 + 2 in the quantity field is the same as enteri

1 CHAPTER 1ISRP CE Client SetupIntroductionBatch Installation Prerequisites by Operating SystemRemote Data Access ComponentsRDA ConfigurationAutomatic

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide118Note: The items will not be incorporated into the inventory until the upload is completed AND the re

Chapter 8Managing Inventory119Pull Down Lists check box in the CE Client Setup screen, the Item # field will not contain a drop-down arrow or a select

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide12011.When you are finished, tap the Save button.12. Repeat steps 4-11 until all items are processed.13

121 CHAPTER 9ReceivingCE Client Receiving MenuA Note About Line NumbersAuto Receive FunctionAdding a New Receiving OrderChanging an Existing OrderRece

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide122CE Client Receiving MenuImportant: If security is enabled, you must have security rights to add and/

Chapter 9Receiving123Auto Receive FunctionNote: When receiving an order, the site, location, and item number are always required fields. Additional fi

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide124of the screen). The default site in the CE Client application is displayed towards the top of the sc

Chapter 9Receiving1257.Next, tap the Item tab to bring this portion of the screen to the front.8. Tap the drop-down arrow in the Item # field and sele

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide12612.Next, tap the Qty tab to bring this portion of the screen to the front.Enter the amount of the it

Chapter 9Receiving127the Serial No. field for the item amount. If a duplicate serial number is entered, you will be warned and prompted to enter a uni

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide2IntroductionThe IntelliTrack ISRP CE Client application is installed on the batch porta-ble device. Th

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide128Changing an Existing OrderUse the Auto Receive function to change the details of an existing order (

Chapter 9Receiving1297.Next, tap the Item tab to bring this portion of the screen to the front. The item number, item description, quantity, and amoun

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide130•If item data has not been downloaded, the system assumes all items are serialized. You are required

Chapter 9Receiving131If you do not want to close the order select No to close the prompt. To add a new item to the order, return to the item tab porti

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide132for the CE Client application is set at the CE Client application setup screen.)4. Select the order

Chapter 9Receiving133If additional items are included in the order, you are able to see the additional item(s) and select the additional item(s) by ta

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide134has been downloaded and this item is serialized, the quantity entered for the transaction will initi

Chapter 9Receiving135Closing an OrderTo close open orders in the CE Client application, use the Close Order option. This option will manually mark an

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide136•The order is placed in the Order field.4. Next, tap the Close button. A prompt appears, asking you

137 CHAPTER 10 Picking/ShippingCE Client Pick/Ship MenuA Note About Line NumbersAuto Pick FunctionAdding a New Picking OrderChanging the Order Detail

Chapter 1ISRP CE Client Setup3Batch Installation Prerequisites for Windows Vista and Windows 7If you are using Windows Vista or Windows 7, follow thes

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide138CE Client Pick/Ship MenuImportant: If security is enabled, you must have security rights to add and/

Chapter 10Picking/Shipping139Auto Pick FunctionNote: When picking an order, the site, location, and item number are always required fields. Additional

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide1403.The Auto Pick screen appears. The Order tab is to the front. The default site is displayed at the

Chapter 10Picking/Shipping1418.Enter the item in the Item # field.• If item data has been downloaded, items are limited to the list of downloaded item

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide142(The actual quantity represents the prior pick quantity in a picking order.)9. If you have enabled t

Chapter 10Picking/Shipping143item is not serialized, you do not have to enter a unique serial number for each item.If you must enter a unique serial n

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide144Changing the Order Detail of an Existing Pick OrderUse the Auto Pick function to change the order de

Chapter 10Picking/Shipping145At this tab, you are able to view the items in the order or add a new item to the order.5. To view the items in the order

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide1468.The Location field displays the location for the item selected in the Item tab portion of this scr

Chapter 10Picking/Shipping14712.If applicable, enter the lot in the Lot field. If inventory data has been downloaded, and you enter a lot that is not

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide4Disabling User Account Control in Windows 7In Windows 7, User Account Control (UAC) is disabled at the

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide148Picking with the CE ClientNote: When picking an order, the site, location, and item number are requi

Chapter 10Picking/Shipping149A list of existing open orders in the CE Client appears. The picking order number is validated against the list of open o

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide150If additional items are included in the order, you are able to see the additional item(s) and select

Chapter 10Picking/Shipping151Closing an OrderUse the Close Order option to manually mark an order as closed.To mark an open order in the CE Client app

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide152tain a drop-down arrow or a selection list. You must scan or enter the data into the field.)4. Next,

153 CHAPTER 11CE Client Data SearchIntroductionSearching for Data

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide154IntroductionThe Find function in the CE Client application enables you to search for item, customer,

Chapter 11CE Client Data Search155You may limit your search by letter or number, or view the entire search category list. • To limit your search, type

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide156

Index157IndexAActiveSyncrequired connection setting 22Archivingdata records 89Auto Pickin CE Client 139Auto Pickingfunctionality in the CE Client 80,

Chapter 1ISRP CE Client Setup51.IIS and the required features are turned on at the Windows Features window. Click Start > Control Panel. The Contro

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide158required settingsWindows 7 and Windows Vista 4Windows Server 2003 8Windows Server 2008 6IIS Setupaut

Index159Processing 89data records 89recordserrors 90Processing Dataupload settings 56RReceiveclose order 135functionality in the CE Client 78orderin C

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide160

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide61.After you turn on the IIS Web Management Tools features, turn on the IIS World Wide Web Services fea

Chapter 1ISRP CE Client Setup7•For 64-bit Operating Systems, the Application Development and IIS 6 Management Compatibility role services must be inst

INTELLITRACK ISRP CE CLIENT V8.1CE Client GuideiiSoftware License AgreementTHIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PROOF O

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide8work.” Please refer to “Installing Microsoft ActiveSync on your Desktop Computer” on page 21.5. Test y

Chapter 1ISRP CE Client Setup95.In the Ta s k s portion of the window, select Add a new Web service extension... option. The New Web Service Extensio

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide1010.The Internet Information Services (IIS) Manager window appears. The Web Service Extensions portion

Chapter 1ISRP CE Client Setup11Remote Data Access ComponentsRemote Data Access (RDA) involves the following components:• IntelliTrack Workstation Appl

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide12Important: You must install or turn on IIS BEFORE installing the Intelli-Track workstation. IIS will

Chapter 1ISRP CE Client Setup13Using WMDC with Windows Server 2008When you use Windows Server 2008 operating system, you must install the Desktop Feat

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide14RDA Setup CategoriesIntelliTrack contains two RDA setup categories:• Automatic IIS Setup: allows for

Chapter 1ISRP CE Client Setup15•Domain Security Account: requires a username and password for log-ging into IIS Services. It is only used in a domain

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide16Automatic IIS SetupWhen IIS and SQL Server reside on the same computer, you are able to use the Intel

Chapter 1ISRP CE Client Setup17and SQL Server are installed on this one computer, hence, this RDA setup supports automatic IIS setup with the IntelliT

iii(2) as a reseller, you may sublicense repackaged units of the SOFTWARE as licensed to you by IntelliTrack, Inc., including a copy of this SOFT-WARE

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide18•Sets full control file permissions for the Internet user in the virtual directory.• Adds the Interne

Chapter 1ISRP CE Client Setup19•Since IIS and SQL Server reside on different computers, you must manually configure the IIS and SQL Server permissions

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide20Manual IIS Setup Security RequirementsWhen you use SQL Server and IIS reside on different computers,

Chapter 1ISRP CE Client Setup21PC and Handheld Device CommunicationDepending on your operating system, you will use either Microsoft Active-Sync or Wi

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide22Note: You are able to download the Microsoft ActiveSync application from www.microsoft.com. Please ch

Chapter 1ISRP CE Client Setup23is marked, click the OK button to close the Connection Settings win-dow and save your settings.Setting Up a Partnership

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide24automatically from the Microsoft website when you place the device in the cradle. If your computer is

Chapter 1ISRP CE Client Setup25Required WMDC Connection SettingBefore you install the ISRP Batch Portable application on the handheld device, you must

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide26

27 CHAPTER 2Manual IIS SetupIntroductionManual IIS Setup RequirementsManually Configuring IIS on Windows XP/WindowsServer 2003Manually Configuring IIS

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guideivtions, will result in automatic termination of this license and will make available to IntelliTrack,

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide28IntroductionThe additional IIS Setup information in this section pertains to the Manual IIS RDA setup

Chapter 2Manual IIS Setup29Manually Configuring IIS on Windows XP/Windows Server 2003When you use RDA Setup Options in which IIS and SQL Server reside

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide30Important:If you do not enable the ISRP web extension in IIS v6.0, you cannot synchronize the ISRP wo

Chapter 2Manual IIS Setup317.Next, click the Add button in the Required files portion of the window. The Open window appears. Browse to the network lo

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide3211.After you enable the web service extensions for IntelliTrack, make sure the web service extension

Chapter 2Manual IIS Setup331.Open Internet Information Services (IIS) Manager.• In Windows 7/Vista, go to Control Panel > Administrative Tools and

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide34•If SQL Server Compact Edition does not exist, right-click on the empty space; a context-sensitive me

Chapter 2Manual IIS Setup35(If ISAPI-dll does not exist in the list, you must add it. To add ISAPI-dll, select Add Module Mapping under the Actions se

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide36Request path: *.dll; Module: IsapiModule; Executable (optional): C:\Program Files\Common Files\Intell

Chapter 2Manual IIS Setup3713.In the Request Restrictions window, click the Access tab to bring this portion of the form to the front. Make sure that

vWILL APPLY EVEN IF INTELLITRACK, INC. OR AN AUTHORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. YOU ACKNOWLEDGE THAT THE LICENSE

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide38For Windows Server 2008, when the ISAPI-dll mappings are complete, set the feature permissions. Click

Chapter 2Manual IIS Setup39Configuring the IntelliTrack Application PoolThis section applies to the Windows Vista, Windows 7, or Windows Server 2008 o

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide403.Next, select Application Pools in the left navigation pane of the win-dow.4. The Application Pools

Chapter 2Manual IIS Setup417.Select the drop-down arrow in the Load User Profile field and select True from the list that appears to set this setting

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide429.After you have configured the application pool(s) to true, stop the application pool processes by s

43 CHAPTER 3Checking IIS SetupIntroductionReaching the Batch Portable UtilitySync URL Setting

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide44IntroductionAfter you setup your system and install IntelliTrack software, check your IIS setup at th

Chapter 3Checking IIS Setup45You must enter the correct Sync URL setting (the network path to the IIS server location) in the Batch Portable Utility.

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide464.If you used the Create IIS Dependencies Utility to configure your IIS settings, the default Sync UR

47 CHAPTER 4Installing the CE ClientDetermining your Device InstallationInstalling the CE ClientReaching your Device InstallerRetrieving your Device I

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guidevi

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide48Determining your Device InstallationIntelliTrack supports many portable devices; please refer to the

Chapter 4Installing the CE Client49Installing the CE ClientOnce you complete the Batch installation prerequisites, including:• Determining your Remote

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide50Install Program. A message appears telling you that you are being redirected to the Hardware Support

Chapter 4Installing the CE Client51Installing the CE Client Application on the Handheld DeviceFollow the prompts in the CE Setup Wizard to install the

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide52SQL Server Compact Edition: the SQL Server for the CE ClientApplication or Scanning Control Libraries

Chapter 4Installing the CE Client536.After all components are installed, the Finish window appears.7. Click the Finish button to close the form.8. The

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide544.While in DEMO mode, you may send data to the portable application and collect data with the portabl

55 CHAPTER 5Batch Utility PreferencesSetting Utility OptionsSetting Upload Processing OptionsSetting System OptionsCustomizing Application Terminology

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide56Setting Utility Options The Batch Utility options include data upload rules, data processing mode sel

Chapter 5Batch Utility Preferences57New Items: to add new items to the database during the upload pro-cess, select the Add Record option. If you do no

viiTable of ContentsSoftware License Agreement... iiLicense ...

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide583.The system language defaults to the workstation application default language.4. To set the default

Chapter 5Batch Utility Preferences59•If this message does not appear, you need to reconfigure your Sync URL setting in the Sync URL field.7. The Opti

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide60Customizing Application TerminologyWith the Language feature, customize the terminology in the CE Cli

Chapter 5Batch Utility Preferences612.When you are finished making the changes, click the Save button to save your changes.3. Close the Batch Portable

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide62change for the appropriate selection in the Language column. In the screen example below, the system

Chapter 5Batch Utility Preferences63desired change in the corresponding Language selection (i.e., the col-umn that represents your system language sel

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide641.To rename a selection from the Common Title column, enter the desired change in the appropriate Lan

Chapter 5Batch Utility Preferences651.To rename a selection from the Common Title column, enter the desired change in the appropriate Language column

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide661.Messages found in the Control Name column may be changed by entering the desired change in the Lang

67 CHAPTER 6Data Download and UploadValidation Data Settings in the Batch Portable UtilitySetting Validation Data Options in the Batch PortableUtility

INTELLITRACK ISRP CE CLIENT V8.1CE Client GuideviiiviiiManual IIS Setup...

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide68Validation Data Settings in the Batch Portable UtilityImportant: Upon initial installation of the CE

Chapter 6Data Download and Upload69Unit of Measure (UOM) Information This information is ALWAYS down-loaded to the CE Client application during a data

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide70Setting Validation Data Options in the Batch Portable UtilityThe Send Data form in the Batch Utility

Chapter 6Data Download and Upload71Sending Required Data OnlyTo send only the required system data, such as site, locations, and unit of measure table

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide72To send all items to the handheld device: mark the Select All check box to include all items.To also

Chapter 6Data Download and Upload73To send selected item inventory data, press the <Ctrl> key while click-ing on selected items separately; —Or—

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide74number, a drop-down arrow is found next to the From field and the To field.• To select all orders, cl

Chapter 6Data Download and Upload753.In the Select Orders By portion of the form, click the drop-down arrow in the Site field and select the site from

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide76Sending Data to the Handheld DeviceAfter all of the data options are set, you are ready to send your

Chapter 6Data Download and Upload778.When the data transfer is successfully completed, the status bar on the handheld device displays the message “suc

ix CHAPTER 5: Batch Utility Preferences ...55Setting Utility Options ...

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide78TABLE 2. The Effect of Downloaded Data Selections on CE Client PerformanceCE Client FunctionSend Port

Chapter 6Data Download and Upload79Auto Receive Existing Order: Add new order detail to an existing receiving order, or change the order detail in an

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide80Auto Pick New Order: Create a new picking order at the handheld deviceThe new order number is allowed

Chapter 6Data Download and Upload81Auto Pick Existing Order: Add new order detail to an existing picking order, or change the order detail in an exist

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide82Inventory MoveThe source location and destination location are limited to the downloaded location lis

Chapter 6Data Download and Upload83Serialized Items: When the serial number feature is enabled in the Sys-tem Options form/Features tab, the serial nu

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide84Sending Information from the CE Client to the Batch Portable UtilityInformation for transactions perf

Chapter 6Data Download and Upload85•Click OK to close this message and continue with the data upload.Working with the Uploaded DataAfter data is uploa

INTELLITRACK ISRP CE CLIENT V8.1CE Client Guide86•Delete: uploaded records stored in the Upload form may be deleted one line at a time. For more infor

Chapter 6Data Download and Upload874.The selected record is now deleted. Continue with steps 1-3 until you are finished deleting records.5. If you are