Intellitrack Stockroom Inventory 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 STOCKROOM V8.1User ManualxxSetting Pull Down List Options ...

INTELLITRACK STOCKROOM V8.1User Manual724.Click the Delete button found along the bottom of the form. A warning message appears, asking you if you are

Chapter 5System Setup73Customize Queries, Reports, and LabelsYou can customize the application to meet your requirements. This flexi-bility includes i

INTELLITRACK STOCKROOM V8.1User Manual743.Enter the form name for this query in the Form Name field. (Once a query has been added to the application,

Chapter 5System Setup75Important: To add a new report, you need to have a working knowledge of Microsoft Access. For more information, please refer to

INTELLITRACK STOCKROOM V8.1User Manual76Deleting a Customized ReportYou are able to delete a customized report from the Customize Reports form. Pre-de

Chapter 5System Setup77To add custom bar code labels in the Bar Code Labels form, use the Cus-tom Label Type option in the Bar Code Labels form. For m

INTELLITRACK STOCKROOM V8.1User Manual78User Defined Titles FormThe User Defined Titles form shows the default form title used by the application, the

79 CHAPTER 6LookupsIntroductionManufacturerReaching the Manufacturer Lookup TableAdding a ManufacturerEditing a ManufacturerDeleting a ManufacturerMod

INTELLITRACK STOCKROOM V8.1User Manual80IntroductionIntelliTrack Stockroom lookups help you accurately track site, item, and inventory data by maintai

Chapter 6Lookups81ManufacturerA manufacturer represents an organization that manufactures goods for your organization. When entered in the Mfr Lookup

Table of ContentsxiSite ...

INTELLITRACK STOCKROOM V8.1User Manual82Adding a ManufacturerTo enter a new manufacturer, refer to the instructions below.Warning: When entering data

Chapter 6Lookups835.Click the Close button to exit the Mfr Lookup table and save your changes.Editing a ManufacturerManufacturers are edited at the Mf

INTELLITRACK STOCKROOM V8.1User Manual842.Next, select the Change button found along the bottom of the form.3. The manufacturer that you selected appe

Chapter 6Lookups85To cancel editing this entry, click the Undo button.5. The field above the Manufacturer list clears and the edited manufac-turer is

INTELLITRACK STOCKROOM V8.1User Manual86ModelA model represents specific information about the products/goods that you are tracking with the Stockroom

Chapter 6Lookups87Adding a ModelTo add a new model to the Model Lookup table, please refer to the instruc-tions below.Warning: When entering data in t

INTELLITRACK STOCKROOM V8.1User Manual883.Click the Save button to add the model to the Model list.• (Clicking the Undo button will cancel adding the

Chapter 6Lookups89Editing a ModelTo edit a model entry in the Model Lookup table, please refer to the instructions that follow.Warning: When entering

INTELLITRACK STOCKROOM V8.1User Manual90(Click the Undo button to cancel the change.)4. When you are finished editing the model entry, click the Save

Chapter 6Lookups911.From the Model Lookup form, select the model that you want to delete from the Model list.2. Click the Delete button found along th

INTELLITRACK STOCKROOM V8.1User ManualxiixiiViewing All Locations (All Sites) Containing Item... 137Moving an I

INTELLITRACK STOCKROOM V8.1User Manual92CategoryA category refers to the types of items or goods stocked in your facility. A category could be related

Chapter 6Lookups93Adding a CategoryTo add a category to the Categories Lookup form, please refer to the instructions that follow.Warning: When enterin

INTELLITRACK STOCKROOM V8.1User Manual94Editing a CategoryTo edit a category entry in the Categories Lookup table, please refer to the instructions th

Chapter 6Lookups954.When you are finished editing the category entry, click the Save button.(Click the Undo button to cancel the change.)5. The catego

INTELLITRACK STOCKROOM V8.1User Manual961.Select the category that you want to delete from the list.2. Click the Delete button found along the bottom

Chapter 6Lookups97SiteA “Site” refers to an area that contains locations. These areas in the appli-cation database are listed in the Site Lookup form.

INTELLITRACK STOCKROOM V8.1User Manual983.Click the Add button found along the bottom of the form.4. The cursor appears in the field above the Site li

Chapter 6Lookups996.The field clears and the newly added site is now part of the Site list.Editing a Site Note: We DO NOT RECOMMEND editing a Site tha

INTELLITRACK STOCKROOM V8.1User Manual1002.Click the Change button found along the bottom of the form.3. The Site appears in the field above the Site

Chapter 6Lookups1015.The Site is now changed in the Site list.Deleting a Site Important: A Site CANNOT BE DELETED if it has records associated with it

Table of ContentsxiiiCustom Import ... 167Export

INTELLITRACK STOCKROOM V8.1User Manual102The site is deleted from the Site list.DepartmentA department refers to a specialized division of your organi

Chapter 6Lookups103Adding a Dept To add a department to the Dept Lookup table, please refer to the steps below:Warning: When entering data in the appl

INTELLITRACK STOCKROOM V8.1User Manual1042.Enter the new department name in this field.3. Click the Save button.(Clicking the Undo button will cancel

Chapter 6Lookups105Editing a Dept To edit a department in the Dept Lookup table, please refer to the steps below:Warning: When entering data in the ap

INTELLITRACK STOCKROOM V8.1User Manual1062.Click the Change button found along the bottom of the form.The Department appears in the field above the De

Chapter 6Lookups107Deleting a DeptTo delete a Department from the Dept list, please refer to the steps below:1. From the Dept Lookup table, select the

INTELLITRACK STOCKROOM V8.1User Manual108Unit of MeasureUnits of measure define a base unit of measurement such as each, and then higher increments of

Chapter 6Lookups109Adding a Unit of MeasureTo add a unit of measure (UOM) to the Measure Lookup table, please refer to the instructions below.Warning:

INTELLITRACK STOCKROOM V8.1User Manual1104.Enter the new unit of measure in the field. Click the Save button. The new unit of measure is placed in the

Chapter 6Lookups111Editing a Unit of MeasureTo edit a unit of measure, please refer to the instructions below.Warning: When entering data in the appli

INTELLITRACK STOCKROOM V8.1User ManualxivxivPreferences Tab ...

INTELLITRACK STOCKROOM V8.1User Manual1124.Make the changes to the unit of measure record and click the Save but-ton.Click the Undo button to cancel t

Chapter 6Lookups113Deleting a Unit of MeasureTo delete a unit of measure entry in the Measure Lookup table, please refer to the instructions that foll

INTELLITRACK STOCKROOM V8.1User Manual1142289.book Page 114 Thursday, July 7, 2011 5:10 PM

115 CHAPTER 7Initializing the SystemIntroductionCreating LocationsReaching the Location FormAdding a LocationChanging Location InformationDeleting a L

INTELLITRACK STOCKROOM V8.1User Manual116IntroductionAfter setting up the Stockroom system, begin initializing the system with inventory data. If you

Chapter 7Initializing the System117Use the Location form to add, delete and change location data and enter location, row, aisle, and bin data. Each lo

INTELLITRACK STOCKROOM V8.1User Manual118Adding a LocationTo create a new location, complete the following steps:Warning: When entering data in the ap

Chapter 7Initializing the System119Changing Location InformationTo change location data, complete the following steps.Warning: When entering data in t

INTELLITRACK STOCKROOM V8.1User Manual1202.Click the Delete button found along the bottom of the form.3. A message box appears, asking you if you want

Chapter 7Initializing the System121•Click OK to close the message. You are returned to the Location form. The location cannot be deleted until you del

Table of ContentsxvSyncing Data... 258 CHAPTER 17: M

INTELLITRACK STOCKROOM V8.1User Manual122Item Data Form ButtonsThe Item Data form uses “transaction” buttons to perform data processing. The buttons a

Chapter 7Initializing the System123Adding an Item to the DatabaseNew items are added to the database at the Item Data form. To add an item to the data

INTELLITRACK STOCKROOM V8.1User Manual124.ico, .BMP, .EPS, .GIF, .JPG, .PCT, .PNG, .WMF) in order to import it into the application. The Stockroom app

Chapter 7Initializing the System1253.Select the image file by clicking on it. The image file must be a sup-ported image file type (.wmf, .emf, .dib, .

INTELLITRACK STOCKROOM V8.1User Manual126UOM in the Measure field of the Item Data form. To assign the unit of measure to the selected item:1. In the

Chapter 7Initializing the System1272.Enter or edit the minimum quantity level for this item in the Min Qty field.3. Enter or edit the maximum quantity

INTELLITRACK STOCKROOM V8.1User Manual128Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of

Chapter 7Initializing the System1293.The form refreshes; the cursor is placed in the Item # field. The follow-ing fields are populated: AltNo, Desc, C

INTELLITRACK STOCKROOM V8.1User Manual130Deleting an Item RecordIf you need to delete an item from the database, you may do so from the Item Data form

Chapter 7Initializing the System131Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashe

INTELLITRACK STOCKROOM V8.1User ManualxvixviConnecting to the Database with SQL Server Management Studio ...299Changing the Application

INTELLITRACK STOCKROOM V8.1User Manual1324.Select a site for this item from the Site List field drop-down list.5. Select a location for this item from

133 CHAPTER 8Managing your InventoryAdd, Edit, or Move Inventory DataLocation/Item# Form and Item#/Location FormButtonsItem#/Location FormViewing All

INTELLITRACK STOCKROOM V8.1User Manual134Add, Edit, or Move Inventory DataIntelliTrack Stockroom tracks item quantity, location, and movement. At the

Chapter 8Managing your Inventory135Location/Item# Form and Item#/Location Form ButtonsThe Location/Item# form and the Item#/Location form contain “tra

INTELLITRACK STOCKROOM V8.1User Manual136Item#/Location FormUse the Item#/Locations form to view which locations contain specific items. When the Item

Chapter 8Managing your Inventory137To view all inventory items, select (All) from the Item List drop-down list.2. All locations at the default site th

INTELLITRACK STOCKROOM V8.1User Manual1383.To reference this transaction with a Job# or Move Reference#, enter that data in the Job#/Ref# field and pr

Chapter 8Managing your Inventory1393.Enter your new quantity information in the Qty field; press TAB.Do not modify the contents of the field unless yo

INTELLITRACK STOCKROOM V8.1User Manual140Clicking No closes the dialog box and cancels the add inventory action. You are returned to the Item#/Locatio

Chapter 8Managing your Inventory141To view or work with the data, complete the following sections.Viewing the Contents of a Location at the Default Si

Table of ContentsxviiImport Access Inventory Data ... 359Query Import Da

INTELLITRACK STOCKROOM V8.1User Manual1422.To reference this transaction with an Order# or Move Reference#, enter the data in the Job/Ref# field and p

Chapter 8Managing your Inventory143Enter the new quantity data in the Quantity field; press TAB. • Do not modify this field’s contents if you do not w

INTELLITRACK STOCKROOM V8.1User Manual144Clicking No will close the dialog box and cancel adding the inventory to the location. You will be returned t

Chapter 8Managing your Inventory1452.Select the site you are moving the item From with the Site pull-down list.3. Select the item you want to move fro

INTELLITRACK STOCKROOM V8.1User Manual1462.Select the current site using the From Site pull-down list.3. Select the current location using the From Lo

147 CHAPTER 9Using IntelliTrack StockroomStock IssuePerforming IssuesReceiptsPerforming ReceiptsGenerate Bar Codes from Receipts2289.book Page 147 T

INTELLITRACK STOCKROOM V8.1User Manual148Stock IssueUse Stock Issue to dispense inventory to jobs or departments. IntelliTrack Stockroom decreases the

Chapter 9Using IntelliTrack Stockroom1493.Enter the job or order number in the Job/Order# field and press TAB.4. Enter a value in the Department field

INTELLITRACK STOCKROOM V8.1User Manual150ReceiptsReceipts are the reverse of Issues, however, the form and methods used are similar. Use the Receipts

Chapter 9Using IntelliTrack Stockroom151For example, if a department had received 10 boxes of pens but only kept 3 boxes, 7 boxes would be returned to

INTELLITRACK STOCKROOM V8.1User ManualxviiixviiiUsage by Item Report...

INTELLITRACK STOCKROOM V8.1User Manual1522.Enter the job or order number in the Order# field. Press TAB.3. Select a department in the Department field

Chapter 9Using IntelliTrack Stockroom153•If cost tracking is not enabled for this item, you are not required to provide a cost entry upon receipt of t

INTELLITRACK STOCKROOM V8.1User Manual1542.The Bar Code Labels form appears.3. In the Label Quantity portion of the form:• select the Qty Received/Iss

155 CHAPTER 10Import/ExportReaching the Import and Export OptionsImporting Inventory DataAdditional Importing InformationImport File Type OptionsImpor

INTELLITRACK STOCKROOM V8.1User Manual156Reaching the Import and Export OptionsImporting and exporting inventory data adds a flexibility to the Intell

Chapter 10Import/Export157database will become corrupted. For more information please refer to “Precautions When Entering Data” on page 40.Additional

INTELLITRACK STOCKROOM V8.1User Manual158imported, a quantity of one (1) is assumed. The fields should meet the fol-lowing requirements:Import File Ty

Chapter 10Import/Export159this order, or it is difficult to eliminate irrelevant fields, select Custom Import (requires full Access), include the fiel

INTELLITRACK STOCKROOM V8.1User Manual160Import File Structure IntegrityWhen not importing data to all of the import fields, please be aware of the fi

Chapter 10Import/Export161Importing Item DataYou can import existing item data into a Stockroom database. (The site, location, and quantity data must

xixPREFACEAbout this DocumentationThe DMS 8.1 InterfaceAction ConventionsMouse ActionsChoosing a SettingQuery Boxes and Dialog BoxesUsing the Keyboard

INTELLITRACK STOCKROOM V8.1User Manual1623.Select Import > Import > Append ribbon option to import an existing database.4. A message appears exp

Chapter 10Import/Export1636.Click the Do It button.7. A Select Text File dialog box opens. Navigate to the path of the file to import and select the i

INTELLITRACK STOCKROOM V8.1User Manual164Importing Additional Data into the SystemYou are able to import additional data into the application; the dat

Chapter 10Import/Export165Tab Delimited (""->): an ASCII (i.e., plain text) delimited file sepa-rated by tabs4. Click the Do It button;

INTELLITRACK STOCKROOM V8.1User Manual166Quote Comma Quote (","): An ASCII (i.e., plain text) delimited file that separates each field by co

Chapter 10Import/Export1679.Close and reopen any application forms to refresh the data.10. After importing the item data, assign detailed information

INTELLITRACK STOCKROOM V8.1User Manual1683.Select the folder in which to save the file in the Save As drop-down list.4. A file name with a .txt extens

169 CHAPTER 11History, Queries, ReportsView InventorySorting on a Specific FieldHistoryViewing History ReportsRunning a Standard Application QueryStan

INTELLITRACK STOCKROOM V8.1User Manual170View InventoryUse the View Inventory function to view a list of all the items in a work-sheet form. Sort the

Chapter 11History, Queries, Reports171This worksheet is strictly for viewing information; data cannot be updated from this location.Sorting on a Speci

INTELLITRACK STOCKROOM V8.1User ManualiiIntelliTrack SOFTWARE License Agreement THIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PR

INTELLITRACK STOCKROOM V8.1User ManualxxThe DMS 8.1 InterfaceDMS 8.1 uses the Microsoft Access 2007 or 2010 runtime (*for Microsoft Access 2010, 32-bi

INTELLITRACK STOCKROOM V8.1User Manual1722.The History Details form appears.3. From the History Detail form, you are able to sort application history

Chapter 11History, Queries, Reports173Note: History Logging keeps track of virtually all transactions, including those generated on the portable bar c

INTELLITRACK STOCKROOM V8.1User Manual1743.In the Reports from, select History by Date Report and then click the Criteria button.4. The History Pick D

Chapter 11History, Queries, Reports1756.Click the View button to preview the report onscreen.The report appears onscreen. It may be viewed, printed, e

INTELLITRACK STOCKROOM V8.1User Manual176Running the History by Item ReportThe History by Item Report shows all transaction history for the selected i

Chapter 11History, Queries, Reports1775.After you select the item for the report:Click the View button to preview the report onscreen.Click the Print

INTELLITRACK STOCKROOM V8.1User Manual178Running a Standard Application QueryUse Stockroom’s Query function to view data using standard queries. These

Chapter 11History, Queries, Reports179The following lists the standard queries included with Stockroom (for information on adding custom queries, refe

INTELLITRACK STOCKROOM V8.1User Manual1804.Each query, when viewed onscreen contains various options, which are found in the process button to the bot

Chapter 11History, Queries, Reports181View or Print Stockroom ReportsDefine a set of criteria before viewing or printing most of the Stockroom reports

PrefaceAbout this DocumentationxxiThe Work Area of the screen contains a Dashboard tabbed window, which is the default window.When you open other appl

INTELLITRACK STOCKROOM V8.1User Manual1822.Select a report to view or print.3. Many of the reports permit the definition of a set of criteria by defin

Chapter 11History, Queries, Reports183When finished defining criteria, select either the Print Command to send the report to the default printer or th

INTELLITRACK STOCKROOM V8.1User Manual184Save In button to browse to the folder in which you want to save the report. When you are ready to export the

185 CHAPTER 12Printing LabelsBar Code Label FeatureLabel Printer Required DriversPrinting and Previewing Location and Item DataLabelsPrinting Sequenti

INTELLITRACK STOCKROOM V8.1User Manual186Bar Code Label Feature A NiceLabel print-only bar code engine is included with your Stockroom application. Th

Chapter 12Printing Labels187Printing and Previewing Location and Item Data LabelsTo preview and print bar code labels for inventory item data and for

INTELLITRACK STOCKROOM V8.1User Manual188Cust/Emp ID: Use the print function to print a specified range of cust/emp ID labels in the label printing so

Chapter 12Printing Labels189The records available for label printing are found in the record list por-tion of the form. Use the Shift key or the Ctrl

INTELLITRACK STOCKROOM V8.1User Manual190Printing Sequential Labels The Bar Code Labels form contains a Sequential option in the Label Type portion of

Chapter 12Printing Labels19110.Click the Preview button in the Sequential Barcode form to preview the sequential bar codes.11. Click the Print button

INTELLITRACK STOCKROOM V8.1User ManualxxiiAction ConventionsYour IntelliTrack Stockroom documentation uses formatting conventions to consistently disp

INTELLITRACK STOCKROOM V8.1User Manual1922.The Bar Code Labels form appears.3. In the Label Type portion of the form, select a label type. Location: c

Chapter 12Printing Labels193Item #: create a new item number label in the label printing software.Item #/Description: create a new item number and des

INTELLITRACK STOCKROOM V8.1User Manual194Editing an Existing Label FormatFor full label design capability (i.e., the ability to create and edit labels

Chapter 12Printing Labels1953.In the Label Type portion of the form, select the label type that you want to edit.Location: edit location labels for a

INTELLITRACK STOCKROOM V8.1User Manual196Sequential: edit an existing sequential label for a specified sequential label size in the label printing sof

Chapter 12Printing Labels197You must have a full version of NiceLabel software to create a custom label format. To preview and print custom labels in

INTELLITRACK STOCKROOM V8.1User Manual1982289.book Page 198 Thursday, July 7, 2011 5:10 PM

199 CHAPTER 13Installing DMS CE BatchDetermining your Device InstallationInstalling the CE Batch Portable ApplicationReaching your Device Installation

INTELLITRACK STOCKROOM V8.1User Manual200Determining your Device InstallationIntelliTrack supports many portable devices; please refer to the Hardware

Chapter 13Installing DMS CE Batch201Installing the CE Batch Portable ApplicationOnce you complete the Batch installation prerequisites, including:• De

PrefaceAbout this Documentationxxiii2.From the Inventory area ribbon, select Location Data. The Location form appears in the Work Area as a tabbed win

INTELLITRACK STOCKROOM V8.1User Manual202Or, open the Batch Portable Utility via your DMS application and click the Hardware Support Matrix link via t

Chapter 13Installing DMS CE Batch203When you are ready to continue, click Next.4. The License Agreement window appears. Read the terms of the agree-me

INTELLITRACK STOCKROOM V8.1User Manual204The Batch Portable application contains two types of installations: Full and Custom. • To install all four co

Chapter 13Installing DMS CE Batch205Batch Portable Application or Scanning Control Libraries Spe-cific to your Hardware Manufacturer: used with the ha

INTELLITRACK STOCKROOM V8.1User Manual2062.The available programs appear. Next, tap the Stockroom Batch Porta-ble Application icon to open the handhel

Chapter 13Installing DMS CE Batch207The application runs in demo mode until you register your IntelliTrack software at the License Manager. Demo mode

INTELLITRACK STOCKROOM V8.1User Manual2082289.book Page 208 Thursday, July 7, 2011 5:10 PM

209 CHAPTER 14CE Batch Utility SettingsPreferences TabLocalization OptionsBatch Portable ApplicationRenaming Captions in the Batch Portable Applicatio

INTELLITRACK STOCKROOM V8.1User Manual210Preferences Tab CE Batch Utility options for language localization and upload processing are set in the Prefe

Chapter 14CE Batch Utility Settings211Batch Portable ApplicationThe Localization settings for the CE Batch Portable Application include captions and m

INTELLITRACK STOCKROOM V8.1User Manualxxiv•When instructed to “click the Add button,” click the Add button found along the bottom of the Stockroom for

INTELLITRACK STOCKROOM V8.1User Manual212MessageA message refers to dialog box messages found in the CE Batch Portable Application:All default message

Chapter 14CE Batch Utility Settings2133.In the left pane of the form, underneath the Batch Portable Applica-tion selection in the menu tree, select Ca

INTELLITRACK STOCKROOM V8.1User Manual214Double-click inside the column heading to sort the information. Each time you double-click, the sort order wi

Chapter 14CE Batch Utility Settings2159.Click the Send button found in the bottom right corner of the form to send the caption changes to the Batch Po

INTELLITRACK STOCKROOM V8.1User Manual2163.Underneath the Batch Portable Application selection, select Mes-sages in the left pane of the form. The loc

Chapter 14CE Batch Utility Settings217Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK STOCKROOM V8.1User Manual2189.Click the Send button found in the bottom right corner of the form to send the message changes to the Batch

Chapter 14CE Batch Utility Settings219MenuA menu refers to a menu name and menu option in the DMS Batch Syn-chronization Utility’s menu bar. For examp

INTELLITRACK STOCKROOM V8.1User Manual220Renaming a Caption in the Batch UtilityTo rename a caption in the CE Batch Synchronization Utility, please re

Chapter 14CE Batch Utility Settings2213.Underneath the Batch Synchronization Utility selection, select Cap-tion in the left pane of the form. The loca

PrefaceAbout this Documentationxxv•When instructed to click the OK button; click on the OK button with the mouse, or press ENTER on the keyboard to ma

INTELLITRACK STOCKROOM V8.1User Manual222•Double-click inside the column heading to sort the information. Each time you double-click, the sort order w

Chapter 14CE Batch Utility Settings2232.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. In the left pa

INTELLITRACK STOCKROOM V8.1User Manual224The right pane of the form contains three data columns:• Menu Name: Lists the object name for the menu option

Chapter 14CE Batch Utility Settings2254.To customize a menu name or menu option, first locate the menu that you want to change in the Menu Name column

INTELLITRACK STOCKROOM V8.1User Manual226options for customizing the messages in the Batch Synchronization Utility appear in the right pane of the for

Chapter 14CE Batch Utility Settings227Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK STOCKROOM V8.1User Manual2281.Click the Preferences tab to bring this section to the front. 2. Next, in the left pane of the form, select

Chapter 14CE Batch Utility Settings229New Site: to add new sites to the database during the upload process, select the Add Record option. If you do no

INTELLITRACK STOCKROOM V8.1User Manual230•The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path

Chapter 14CE Batch Utility Settings231data. Click this button. If your batch registration service is set correctly, a Registration web page appears in

INTELLITRACK STOCKROOM V8.1User ManualxxviKeystrokes Filenames, file paths, and any data or keystrokes that you must enter into the computer are print

INTELLITRACK STOCKROOM V8.1User Manual2322289.book Page 232 Thursday, July 7, 2011 5:10 PM

233 CHAPTER 15CE Data TransferOverviewDownloading Data to the Batch Portable ApplicationUploading Data from the Device to the WorkstationData Upload a

INTELLITRACK STOCKROOM V8.1User Manual234OverviewWhen you synchronize your data, the data that is sent from the workstation database to the handheld i

Chapter 15CE Data Transfer235loaded data to the Batch Portable Application, please refer to the steps that follow.1. From the DMS Batch Synchronizatio

INTELLITRACK STOCKROOM V8.1User Manual236When you mark the Send Sites check box, the Send Locations check box becomes enabled. To send location data t

Chapter 15CE Data Transfer237click the drop-down arrow in the To field and select the last selection that appears.To send one item number, select the

INTELLITRACK STOCKROOM V8.1User Manual23814.As the data information is sent to the handheld device (localization changes, data selections such as site

Chapter 15CE Data Transfer239about using the Batch Portable application, please refer to Using the CE Batch Portable, on page 247.Uploading Data from

INTELLITRACK STOCKROOM V8.1User Manual2402.Click the Receive Data button. A message appears, telling you to check confirm that your handheld device is

Chapter 15CE Data Transfer241When the data transfer finishes, the status screen on the handheld closes and the records appear in the Upload Processing

PrefaceAbout this Documentationxxviitions (product FAQs), product manuals, product tech notes, software updates, patches, demos, and instructions for

INTELLITRACK STOCKROOM V8.1User Manual242You may sort how you view the uploaded data.• To view all the uploaded data, click the Refresh button to rese

Chapter 15CE Data Transfer243•To filter the uploaded data by new items, click the drop-down arrow in the Filter field and select New Items from the li

INTELLITRACK STOCKROOM V8.1User Manual244Processing the Uploaded DataRecords are processed according to the settings in the Preferences tab\Upload Pro

Chapter 15CE Data Transfer245When processing is finished, a message box appears, notifying you that processing has been completed.If any processing er

INTELLITRACK STOCKROOM V8.1User Manual2462289.book Page 246 Thursday, July 7, 2011 5:10 PM

247 CHAPTER 16Using the CE Batch PortableIntroductionOpening the Batch Portable ApplicationLogging InLogging OutConfiguring the Batch Portable Applica

INTELLITRACK STOCKROOM V8.1User Manual248IntroductionThe CE Batch Portable Application resides on the handheld device. It sup-ports physical inventory

Chapter 16Using the CE Batch Portable249application, tap the drop-down arrow in the User ID field and select your user name from the list that appears

INTELLITRACK STOCKROOM V8.1User Manual250•The Tools menu provides an Options menu and an About option.Logging Out Once you are logged into the Batch P

Chapter 16Using the CE Batch Portable2512.When you download data to the handheld device, the site data, as set in the Batch Synchronization Utility\Se

INTELLITRACK STOCKROOM V8.1User Manualxxviii2289.book Page xxviii Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual252•If you do not mark this check box, selection fields do not contain a drop-down arrow from which to display a

Chapter 16Using the CE Batch Portable253The view data options appear.• SitesTo view all site data found in the Batch Portable application database, ta

INTELLITRACK STOCKROOM V8.1User Manual254The locations in the Batch Portable application are listed in the screen by site.The total location record co

Chapter 16Using the CE Batch Portable255To delete all the items in the Batch Portable application, tap the Delete All button.Tap the ok button or the

INTELLITRACK STOCKROOM V8.1User Manual256The departments in the Batch Portable application are displayed in the screen.The total amount of records are

Chapter 16Using the CE Batch Portable257To delete all the collected records in the Batch Portable Application, tap the Delete All button.Tap the ok bu

INTELLITRACK STOCKROOM V8.1User Manual258Syncing Data Data from the Batch Portable application to the Batch Synchronization Utility is transferred dur

259 CHAPTER 17Managing Physical InventoryIntroductionCounting Physical InventoryMoving InventoryMoving a New Item2289.book Page 259 Thursday, July 7

INTELLITRACK STOCKROOM V8.1User Manual260IntroductionThe Batch Portable application on the handheld device supports the fol-lowing asset inventory fun

Chapter 17Managing Physical Inventory2613.Enter the appropriate site in the Site field or use the default site if it was selected.4. Enter the locatio

1 CHAPTER 1IntroductionOverviewProgram RequirementsUsing Microsoft Access with StockroomInstallation and ActivationDisabling User Account ControlUpgra

INTELLITRACK STOCKROOM V8.1User Manual2622.From the Inventory menu, select Move. The Move screen appears. The Source tab is to the front. Enter the in

Chapter 17Managing Physical Inventory2638.From the Destination tab, enter the destination site in the Site field.9. From the Destination tab, enter th

INTELLITRACK STOCKROOM V8.1User Manual2644.Select Ye s to close the message and add the new item. (Select No if you do not want to add it. The Item #

265 CHAPTER 18Issuing/Receiving InventoryIntroductionIssuing InventoryThe Receipt Process2289.book Page 265 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual266IntroductionIssuing removes items from your inventory. During the Issue process, the items that are removed f

Chapter 18Issuing/Receiving Inventory2673.Enter the Site for the Stock Issue in the Site field.4. Enter the Stock Issue location in the Location field

INTELLITRACK STOCKROOM V8.1User Manual268The Receipt ProcessReceipts add items to the inventory. During the Receipt process, items can be returned to

Chapter 18Issuing/Receiving Inventory2695.If you are associating a job or order number with the order, enter the job or order number in the Job/Order

INTELLITRACK STOCKROOM V8.1User Manual2702289.book Page 270 Thursday, July 7, 2011 5:10 PM

271 CHAPTER 19CE Batch: Data SearchOverviewSearching for SitesSearching for LocationsSearching for ItemsSearching InventorySearching for DepartmentsS

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 STOCKROOM V8.1User Manual2OverviewIntelliTrack DMS Stockroom handles inventory, receipt into inventory, rou-tine physical inventories, an

INTELLITRACK STOCKROOM V8.1User Manual272OverviewThe Find function in the CE Batch Portable Application enables you to search for site location:• To s

Chapter 19CE Batch: Data Search2731.From the Find screen, tap the drop-down arrow in the Find field and select Site from the list that appears. The Fi

INTELLITRACK STOCKROOM V8.1User Manual2742.Next, tap the Find button to process the site data search.The site or sites that match the search parameter

Chapter 19CE Batch: Data Search2752.If you are using multiple sites and downloaded all sites to the Batch Portable Application, or if you added new si

INTELLITRACK STOCKROOM V8.1User Manual276To search for location by a partial data string, enter the data in the Location field and mark the Partial Ma

Chapter 19CE Batch: Data Search277Items may be searched by item number or by description. To search for items by item number, click the drop-down arro

INTELLITRACK STOCKROOM V8.1User Manual278The items that match the search parameters are listed in the Search Results portion of the screen.The number

Chapter 19CE Batch: Data Search2794.Select to filter your inventory search by the following criteria:• Location: restrict your inventory search by loc

INTELLITRACK STOCKROOM V8.1User Manual2807.To search for a specific piece of data, enter it into the Search field; do not mark the Partial Matches che

Chapter 19CE Batch: Data Search28110.When you are finished at this screen, tap the ok button or the Windows Close icon (X) in the upper right corner o

Chapter 1Introduction3and create custom reports and queries. [IntelliTrack DMS v8.1 supports Microsoft Access 2007 and 2010* (*for Microsoft Access 20

INTELLITRACK STOCKROOM V8.1User Manual282To view the collected data transactions in the Batch Portable Application, please refer to the steps below.1.

Chapter 19CE Batch: Data Search283•Physical Inventory: select to view physical inventory transactions• Move From: select to view move from transaction

INTELLITRACK STOCKROOM V8.1User Manual2842289.book Page 284 Thursday, July 7, 2011 5:10 PM

285Appendix AData StructureSiteInventory TableInventory by Location TableBin Location TableField Types2289.book Page 285 Thursday, July 7, 2011 5:1

INTELLITRACK STOCKROOM V8.1User Manual286SiteThe Sites Table is the main table where site definitions are stored.Inventory TableThe Inventory Table is

Appendix AData Structure287COMMENT No Memo - CommentsUNIT_OF_MEASURENo Text 15 Unit of MeasureCONVERSION No Currency Conversion Fac-torIMP QTY No Curr

INTELLITRACK STOCKROOM V8.1User Manual288USER16 No Text 25 User Defined Field 16USER17 No Text 25 User Defined Field 17USER18 No Text 25 User Defined

Appendix AData Structure289Inventory by Location TableThe Inventory by Location Table holds actual quantity, sites and locations. Shows where items ar

INTELLITRACK STOCKROOM V8.1User Manual290ItemID Yes/PKey Text 25 ID for Check Out Item (Empty if not using)QTY Yes Currency 8 Quantity Stocked Loca-ti

Appendix AData Structure291Bin Location TableDefinition table for Locations where items can be stored. Can be different for each site.Field TypesFollo

INTELLITRACK STOCKROOM V8.1User Manual4Disabling User Account ControlIf you use the Windows Vista, Windows 7, or Windows Server 2008 oper-ating system

INTELLITRACK STOCKROOM V8.1User Manual292 TABLE 14. Data Type SettingsField Types Size SettingsText (Default) Text up to 255 characters or the length

293Appendix BDatabase MaintenanceVerifying Database ConnectionIntelliTrack DatabaseSQL Server Logon InformationTesting the Database Connection via the

INTELLITRACK CHECK IN-OUT V8.1User Manual294Verifying Database ConnectionYour IntelliTrack application contains a database that stores your data and a

Appendix BDatabase Maintenance295that it must be a strong password. A strong password meets the following requirements:1. Can’t contain the account n

INTELLITRACK CHECK IN-OUT V8.1User Manual296The screen example below shows the DATA.UDL file in the Check In-Out folder on a 32-bit system.TABLE 18. I

Appendix BDatabase Maintenance297Database Connection Test ExampleYou are able to easily test your IntelliTrack application’s database connec-tion by

INTELLITRACK CHECK IN-OUT V8.1User Manual2984.To test the server and database connection for Check In-Out, select the Test Connection button in the Da

Appendix BDatabase Maintenance2996.If the test connection fails, it is usually because the database cannot be located or the server name or logon inf

INTELLITRACK CHECK IN-OUT V8.1User Manual3003.It contains the server name, authentication, and database name of your IntelliTrack database. If all nec

Appendix BDatabase Maintenance301Changing the Application Database ConnectionThe application database connection is set at application installation.

Chapter 1Introduction5Portable Bar Code Reader SupportYour DMS application contains RF portable device support and CE Batch portable device support; p

INTELLITRACK CHECK IN-OUT V8.1User Manual3023.The server is found in the 1. Select to enter a server name field. (This is the SQL Server that runs you

Appendix BDatabase Maintenance303example for Check In-Out: DATACHE80, and then browsing or enter-ing the database name including the full path to it

INTELLITRACK CHECK IN-OUT V8.1User Manual3042.In the Database portion of the Options window, click the Change Database button. The Data Link Propertie

Appendix BDatabase Maintenance305then browsing or entering the data file name, including the full path (example for 32-bit systems: C:\Program Files\

INTELLITRACK CHECK IN-OUT V8.1User Manual306•Select the radio button next to the Use Windows NT Integrated security option if you are using NT Authent

Appendix BDatabase Maintenance307Database MaintenanceWe recommend backing up the database every day. Use SQL Server or an IntelliTrack Utility to bac

INTELLITRACK CHECK IN-OUT V8.1User Manual3083.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of

Appendix BDatabase Maintenance3095.In the right-click menu, select Ta sks > Back Up.6. The Back Up Database dialog appears. The General page is d

INTELLITRACK CHECK IN-OUT V8.1User Manual3107.In the Back Up Database window, accept all the default settings in the Source and Backup set portion of

Appendix BDatabase Maintenance3119.The Destination area of the window is cleared.10. Next, select where you want the backup to go. Click the Add butt

INTELLITRACK STOCKROOM V8.1User Manual62289.book Page 6 Thursday, July 7, 2011 5:10 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual31213.Click OK to close this window. You are returned to the Select Backup Destination window. The database l

Appendix BDatabase Maintenance31314.In the Select Backup Destination dialog, click the OK button to close it. You are returned to the Backup Database

INTELLITRACK CHECK IN-OUT V8.1User Manual31416.In the Options portion of the Back Up Database window, in the Over-write Media portion to the right, se

Appendix BDatabase Maintenance31518.The database is backed up. (Note the default location of your database backup file; it is found in the Destinatio

INTELLITRACK CHECK IN-OUT V8.1User Manual3163.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of

Appendix BDatabase Maintenance3175.In the right-click menu, select Ta sks > Restore > Database.6. The Restore Database window appears. It auto

INTELLITRACK CHECK IN-OUT V8.1User Manual3187.In the Source for restore section of the window, select the From Device option.8. Next, click the Browse

Appendix BDatabase Maintenance3199.The Specify Backup dialog appears. Click the Add button in the Spec-ify Backup dialog.10. The Locate Backup File w

INTELLITRACK CHECK IN-OUT V8.1User Manual32012.Click Ok to close the Specify Backup window. You are returned to the Restore Database window. This file

Appendix BDatabase Maintenance32114.In the Select Page portion of the Restore Database window select the Options selection to view the Options portio

7 CHAPTER 2DMS Batch Installation SetupDMS Batch Installation OverviewBatch Installation Prerequisites by Operating SystemBatch Installation Prerequis

INTELLITRACK CHECK IN-OUT V8.1User Manual32216.If restoring a backup to the same database that the backup file came from, the Restore As “destination”

Appendix BDatabase Maintenance32318.When the database is successfully restored, the following message appears onscreen.19. Click OK to close the mess

INTELLITRACK CHECK IN-OUT V8.1User Manual3242.These utilities are found in your program folder:• For 32-bit systems:For 64-bit systems:TABLE 19. Intel

Appendix BDatabase Maintenance3253.To create a backup, double-click the backup utility file backup.bat. A backup file of the database called backup.d

INTELLITRACK CHECK IN-OUT V8.1User Manual326From the Administrative Tools, select Services to reach the Services list.2. In the list of Services, loca

Appendix BDatabase Maintenance3274.Select Properties from the right-click menu. The databackup Proper-ties window appears.5. In the databackup Proper

INTELLITRACK CHECK IN-OUT V8.1User Manual3286.Click the Add button in order add the name of the network service account that SQL Server uses. The Sele

Appendix BDatabase Maintenance3298.Click OK to add the account to the Groups or user names area of the Security tab. The Select Users, Computers, or

INTELLITRACK CHECK IN-OUT V8.1User Manual33010.Click OK to close the databackup Properties window. Your databackup folder now has the necessary permis

331Appendix CCompact Workstation UtilityOverviewCompacting the Workstation Application File2289.book Page 331 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual8DMS Batch Installation OverviewThis section covers DMS CE Batch installation issues and procedures. Use the DMS

INTELLITRACK STOCKROOM V8.1User Manual332OverviewWhen you install IntelliTrack Stockroom SQL, a Compact utility is created, for the workstation applic

333Appendix DManual IIS SetupOverviewManual IIS RDA Setup RequirementsManually Configuring IIS on Windows XP/WindowsServer 2003 Operating SystemSettin

INTELLITRACK STOCKROOM V8.1User Manual334OverviewThe additional IIS setup information listed in this section pertains to the Manual IIS RDA setup opti

Appendix DManual IIS Setup335the web service extension; please see “Setting Up IIS v7.0 to Allow the DMS Web Service Extension” on page 339.• If you u

INTELLITRACK STOCKROOM V8.1User Manual336Setting up IIS v6.0 to Allow the DMS Web Service ExtensionIf you are using IIS v6.0 and Windows Server 2003,

Appendix DManual IIS Setup3376.Enter DMS in the Extension name field.7. Next, click the Add button in the Required files portion of the window. The Op

INTELLITRACK STOCKROOM V8.1User Manual33811.After you enable the web service extensions for IntelliTrack DMS, make sure the web service extension for

Appendix DManual IIS Setup3395.From the IIS Manager, create a virtual folder called IntelliTrack under the Default Website.6. Configure the IntelliTra

INTELLITRACK STOCKROOM V8.1User Manual340If it exists, double-click to open the Edit ISAPI or CGI Restriction dia-log and make sure that the ISAPI or

Appendix DManual IIS Setup341Add SQL Server Compact Edition and apply the settings outlined above in step 4.5. Select the top level node (with the com

Chapter 2DMS Batch Installation Setup9Batch Installation Prerequisites by Operating SystemThe steps for completing the IntelliTrack DMS Batch Applicat

INTELLITRACK STOCKROOM V8.1User Manual3428.To set the executable path, click the browse button (...) in the Execut-able (optional) field. The open win

Appendix DManual IIS Setup34310.In the Add/Edit Module Mappings window, click the Request Restric-tions... button.11. The Request Restrictions window

INTELLITRACK STOCKROOM V8.1User Manual34413.In the Request Restrictions window, click the Access tab to bring this portion of the form to the front. M

Appendix DManual IIS Setup345For Windows Server 2008, when the ISAPI-dll mapping are complete, set the feature permissions. Click Edit Feature Permiss

INTELLITRACK STOCKROOM V8.1User Manual346Configuring the IntelliTrack Application PoolThis section applies to the Windows Vista, Windows 7, and Window

Appendix DManual IIS Setup347•In Windows Server 2008, go to Start > Administrative Tools > IIS Manager.2. From the Internet Information Services

INTELLITRACK STOCKROOM V8.1User Manual3484.Once the IntelliTrack Application Pool is selected, right-click to view the right-click menu.5. At the righ

Appendix DManual IIS Setup3496.In the Process Model portion of the Advanced Settings windows, select Load User Profile.7. Select the drop-down arrow i

INTELLITRACK STOCKROOM V8.1User Manual35011.Next, select Restart in the Application Pool Tasks portion of the Actions navigation pane to restart the p

351Appendix EChecking IIS SetupOverviewReaching the Batch Synchronization Utility2289.book Page 351 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual108.Determine the IntelliTrack Device Installation that you will use for installing the IntelliTrack DMS applica

INTELLITRACK STOCKROOM V8.1User Manual352OverviewAfter you have installed the IntelliTrack workstation application and con-figured IIS (depending on y

Appendix EChecking IIS Setup353Upon startup, the Send Data portion of the Utility is to the front.Sync URL SettingThe Sync URL setting is the network

INTELLITRACK STOCKROOM V8.1User Manual354The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path

Appendix EChecking IIS Setup355Vista/Windows 7/Windows Server 2008 Operating Systems” on page 338.3. Verify that the Sync URL setting matches the netw

INTELLITRACK STOCKROOM V8.1User Manual3562289.book Page 356 Thursday, July 7, 2011 5:10 PM

357Appendix FMicrosoft Access IntegrationOverviewFull Access ImportImport Access Inventory DataQuery Import Data – Site TableQuery Import Data – Bin L

INTELLITRACK STOCKROOM V8.1User Manual358OverviewMicrosoft Access is a powerful and flexible database management system. A full version of Access allo

Appendix FMicrosoft Access Integration359build a custom Access query to place the information in the appropriate IntelliTrack table and fields. Before

INTELLITRACK STOCKROOM V8.1User Manual360If existing data is going to be stored in several files, import each of the files and repeat the procedure fo

Appendix FMicrosoft Access Integration361Open the Site table from the Navigation Pane to view the imported data.Query Import Data – Bin Location Table

Chapter 2DMS Batch Installation Setup11refer to the instructions that follow in these sections: “Turning On IIS” on page 11; “Turning on the IIS Web M

INTELLITRACK STOCKROOM V8.1User Manual362Select the Bin Location table from the Table s portion in the Naviga-tion Pane.Click Open to view the importe

Appendix FMicrosoft Access Integration363Click Open to view the imported data.Query Import Data – Inventory by Location TableTo transfer the imported

INTELLITRACK STOCKROOM V8.1User Manual364Exporting DataTo export data with Microsoft Access, complete the following steps:1. Specify the table or quer

Appendix FMicrosoft Access Integration3658.Open the Modules table and find the ModuleID value for your appli-cation.9. Open the ModuleReports table an

INTELLITRACK STOCKROOM V8.1User Manual366Adding QueriesTo display the query form in the queries list complete the following steps:1. Select Tools >

367Appendix GCustomizing IntelliTrackCautions when Customizing IntelliTrack2289.book Page 367 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual368Cautions when Customizing IntelliTrackIf you have the appropriate version of Microsoft Access, you can modify

369Appendix HBar Code SymbologyBar Code Symbology Characteristics2289.book Page 369 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual370Bar Code Symbology CharacteristicsTable 21 summarizes the characteristics of different bar code symbologies.T

371Appendix ISample ReportsHistory by Date ReportHistory by Item# ReportInventory by Category ReportInventory by Location ReportInventory by Lot/Exp D

INTELLITRACK STOCKROOM V8.1User Manualiv30-Day Guarantee; Disclaimer If the SOFTWARE is inoperable due to any defects in the media on which the SOFTWA

INTELLITRACK STOCKROOM V8.1User Manual124.Mark the check box next to the IIS Management Console selection to turn on this feature.Turning on the IIS W

INTELLITRACK STOCKROOM V8.1User Manual372History by Date Report2289.book Page 372 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports373History by Item# Report2289.book Page 373 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual374Inventory by Category Report2289.book Page 374 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports375Inventory by Location Report2289.book Page 375 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual376Inventory by Lot/Exp Date Report2289.book Page 376 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports377Inventory Item Detail Report2289.book Page 377 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual378Inventory Item Summary Report2289.book Page 378 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports379Inventory W/Pictures Report2289.book Page 379 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual380Inventory, Negative Qty Report2289.book Page 380 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports381Issue Number Report2289.book Page 381 Thursday, July 7, 2011 5:10 PM

Chapter 2DMS Batch Installation Setup13Batch Installation Prerequisites for Windows Server 2008If you are using Windows Server 2008, follow these basi

INTELLITRACK STOCKROOM V8.1User Manual382Issue Transactions Report2289.book Page 382 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports383Overstock Summary Report2289.book Page 383 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual384Receipt Number Report2289.book Page 384 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports385Receipt Transactions Report2289.book Page 385 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual386Reconciliation Report2289.book Page 386 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports387Reorder Report2289.book Page 387 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual388Usage by Demand Report2289.book Page 388 Thursday, July 7, 2011 5:10 PM

Appendix ISample Reports389Usage by Department Report2289.book Page 389 Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual390Usage by Item Report2289.book Page 390 Thursday, July 7, 2011 5:10 PM

Index391IndexAActions Menuusing 37ActiveSyncrequired setting for CE Batch 26Add / Edit Queries 73Add / Edit Reports 74Addingitem picture 123item t

INTELLITRACK STOCKROOM V8.1User Manual14Batch Installation Prerequisites for Windows XPIf you are using Windows XP, follow these basic steps for batch

INTELLITRACK STOCKROOM V8.1User Manual392Changingpassword 34Charactersspecialprecautions when entering data 40Closingapplication 35Compactworkstation

Index393Option 58Reports 172IIISmanual setup requirements for CE Batch 334IIS ConfigurationSync URLsetting 229, 353IIS Dependenciesutility 19, 23IIS

INTELLITRACK STOCKROOM V8.1User Manual394OOpeningCE Batch Portable Application on the handheld 248the Stockroom workstation application 33OptionsCE B

Index395data 234Synchronize Datain CE Batch Portable Application 258via the CE Batch Utility 239SystemCompany Setup 56Setting Up the System 54TTra

INTELLITRACK STOCKROOM V8.1User Manual3962289.book Page 396 Thursday, July 7, 2011 5:10 PM

Chapter 2DMS Batch Installation Setup151.From the Control Panel options, select Administrative Tools.2. The Administrative Tools available appear on t

INTELLITRACK STOCKROOM V8.1User Manual16tion should be similar to this: C:\Program Files\Common Files\Intel-liTrack\IIS\sqlcesa35.dll.)8. Mark the Set

Chapter 2DMS Batch Installation Setup17Remote Data Access (RDA) ComponentsRemote Data Access (RDA) involves the following components:• IntelliTrack Wo

INTELLITRACK STOCKROOM V8.1User Manual18active network connection. If your computer does not have a network adapter, you must install and configure on

Chapter 2DMS Batch Installation Setup19are not using SQL Server, the system will install and use SQL Express to run the IntelliTrack Stockroom databas

INTELLITRACK STOCKROOM V8.1User Manual20Windows 7/Windows Vista: “Batch Installation Prerequisites for Windows Vista and Windows 7” on page 9.Windows

Chapter 2DMS Batch Installation Setup21•IIS Anonymous User: if IIS is installed, a built-in account for anony-mous access to IIS.• IIS Server: the PC

vtation. If any provision of this Agreement is held invalid, the remainder of this Agreement will continue in full force and effect. If you have any q

INTELLITRACK STOCKROOM V8.1User Manual22RDA Configuration for Automatic IIS SetupIn order to use the Create IIS Dependencies Utility for automatic IIS

Chapter 2DMS Batch Installation Setup23Security Procedures with Automatic IIS SetupWhen you use an automatic IIS RDA setup option, please be aware of

INTELLITRACK STOCKROOM V8.1User Manual24•Verifies the Sync URL setting in the Batch Synchronization Utility. It should be set to http://{computer name

Chapter 2DMS Batch Installation Setup25This following manual IIS RDA setup option uses three or more comput-ers; the IntelliTrack workstation applicat

INTELLITRACK STOCKROOM V8.1User Manual263.A domain user account is required.4. Since IIS and SQL Server reside on different computers, the Create IIS

Chapter 2DMS Batch Installation Setup27Please be aware of the system requirement for the Microsoft ActiveSync version; it can be found in the Quick St

INTELLITRACK STOCKROOM V8.1User Manual28•When Work Network is listed in the This computer is connected to field and the Open ActiveSync when my device

Chapter 2DMS Batch Installation Setup29load and install the Windows Mobile Device Center for Windows Vista software from the Microsoft website www.mic

INTELLITRACK STOCKROOM V8.1User Manual30Required WMDC Work Network Connection SettingBefore you install the DMS Batch Portable application on the hand

31 CHAPTER 3Getting StartedBasic Startup ProceduresUsing the ApplicationLogging into the ApplicationUsing the Security Ribbon OptionsLogging OutChangi

INTELLITRACK STOCKROOM V8.1User Manualvi2289.book Page vi Thursday, July 7, 2011 5:10 PM

INTELLITRACK STOCKROOM V8.1User Manual32Basic Startup ProceduresUpon installation, you are provided with sample data. Use IntelliTrack DMS Stockroom w

Chapter 3Getting Started33reports. The following sections overview how to open, close, and navigate through the workstation application to help you ge

INTELLITRACK STOCKROOM V8.1User Manual34Using the Security Ribbon OptionsThe Security ribbon options in the Manage tab include Logout, Change Password

Chapter 3Getting Started35You are able to change your password by selecting the Change Password option. When you select this option, the Change Passwo

INTELLITRACK STOCKROOM V8.1User Manual36The Dashboard automatically displays information about your inventory, depending on the queries that you selec

Chapter 3Getting Started37Reloading the DashboardIf the Dashboard closes for any reason, you are able to reload it by using the following keystroke co

INTELLITRACK STOCKROOM V8.1User Manual38Transaction ButtonsAn overview of each transaction button, along with its description is found in the table th

Chapter 3Getting Started39International Display the International Settings form to select language, date format, and label for-mat.Last Record Go to t

INTELLITRACK STOCKROOM V8.1User Manual40Precautions When Entering DataWarning: When entering data in the application, DO NOT USE special characters or

Chapter 3Getting Started41To reach the online help, select Help > Help > Contents from the ribbon or press the F1 key on the keyboard.The help c

Table of ContentsviiTable of ContentsIntelliTrack SOFTWARE License Agreement ... iiLICENSE ..

INTELLITRACK STOCKROOM V8.1User Manual42If you need to search for a topic, use the index or search tabs.Selecting Help > Help > About option fro

Chapter 3Getting Started43The About screen contains useful application information such as the application build and licensing information.2289.book

INTELLITRACK STOCKROOM V8.1User Manual442289.book Page 44 Thursday, July 7, 2011 5:10 PM

45 CHAPTER 4Purging DataIntroductionA Note About Sample DataReaching the Purge OptionsPurging Uploaded Physical Inventory DataPurging History DataPurg

INTELLITRACK STOCKROOM V8.1User Manual46IntroductionThe Purge function manages application data by deleting old or obsolete information from the appli

Chapter 4Purging Data47•Select from All Data• Lookup Tables• Empty LocationsPurging Uploaded Physical Inventory DataTo delete all data in the inventor

INTELLITRACK STOCKROOM V8.1User Manual48Purging History DataNote: If disk space is limited, we recommend periodically performing a history purge to re

Chapter 4Purging Data49Purging All DataImportant: Use the Purge Select From All Data function to remove sam-ple and practice data from the application

INTELLITRACK STOCKROOM V8.1User Manual504.To purge Inventory, mark the Inventory by Location check box.5. To purge history information, mark the Histo

Chapter 4Purging Data51Caution: When purging test data, use the Purge Select from All Data option BEFORE deleting the Lookup Table data.IntelliTrack s

INTELLITRACK STOCKROOM V8.1User ManualviiiviiiDMS CE Batch Support...

INTELLITRACK STOCKROOM V8.1User Manual522.To continue purging this information, select the Ye s button. (Selecting No will cancel the purge.) A messa

53 CHAPTER 5System SetupIntroductionSystem SetupSetup Form ButtonsEntering Company InformationSetting System OptionsSetting International OptionsSetti

INTELLITRACK STOCKROOM V8.1User Manual54IntroductionBefore you begin using IntelliTrack DMS Stockroom to assist with storing, tracking, and managing y

Chapter 5System Setup55Setup Form ButtonsThe Setup form buttons are described in the following chart.TABLE 2. Setup Form ButtonsButton Descrip-tionFun

INTELLITRACK STOCKROOM V8.1User Manual56Entering Company Information To open the Setup form select Tools > Setup > Setup option in the ribbon.Th

Chapter 5System Setup574.Enter the state or province of the Company’s address in the State/Prov-ince field.5. Enter the zip or postal code of the Comp

INTELLITRACK STOCKROOM V8.1User Manual58Lots/Cust/Serial#: You can track Lots or Serial Numbers for each inventory item in a location. To track Lots w

Chapter 5System Setup59•The following cost tracking options become enabled when the cost tracking feature is enabled; select the desired method of cos

INTELLITRACK STOCKROOM V8.1User Manual60Note: Pictures use OLE (Object Linking and Embedding) technology for display and editing. Picture files are li

Chapter 5System Setup612.The system label size is determined by your Windows Regional Set-tings. The options in the application include Imperial/U.S.

Table of ContentsixSetting Up a Windows Mobile Partnership... 29Required WMDC Work Network Connection Se

INTELLITRACK STOCKROOM V8.1User Manual621.The form contains four options in the Pull Down List Field:Item/Locations: specify the data lookup option fo

Chapter 5System Setup63Note: Changing the Speed settings will not effect your Stockroom data. We recommend that you experiment with the Speed settings

INTELLITRACK STOCKROOM V8.1User Manual64Setting Security IntelliTrack Stockroom contains a built-in security feature that allows you to control what f

Chapter 5System Setup654.Make sure the Security Enabled check box is marked. (This means that security is activated for your system.)5. Click the Clos

INTELLITRACK STOCKROOM V8.1User Manual66database, viewing history records, and performing any other function that does not change the data.• You do no

Chapter 5System Setup67Manage Inventory: Enter the access level (1 through 9) necessary to access the Inventory options (Manage > Inventory option

INTELLITRACK STOCKROOM V8.1User Manual68Important:To define or modify security rights you must have administrator access to the application.Adding a U

Chapter 5System Setup69If you do not want to assign user passwords, leave the password field blank. A blank password is a valid password.5. Select the

INTELLITRACK STOCKROOM V8.1User Manual702.Next, click inside the user name in the User ID column for the user name that you would like to edit.3. In t

Chapter 5System Setup714.Enter the new password again in the Verify field to verify the new pass-word for the system.5. When you are finished, click t