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 V7.0User ManualxxDeleting a Model...

INTELLITRACK STOCKROOM V7.0User Manual72(Click the Undo button to cancel the change.)4. When you are finished editing the model entry, click the Save

Chapter 5Lookups731.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 V7.0User Manual74CategoryA category refers to the types of items or goods stocked in your facility. A category could be related

Chapter 5Lookups75Adding a CategoryTo add a category to the Categories Lookup form, please refer to the instructions that follow.Warning: When enterin

INTELLITRACK STOCKROOM V7.0User Manual76Editing a CategoryTo edit a category entry in the Categories Lookup table, please refer to the instructions th

Chapter 5Lookups774.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 V7.0User Manual781.Select the category that you want to delete from the list.2. Click the Delete button found along the bottom

Chapter 5Lookups79SiteA “Site” refers to an area that contains locations. These areas in the appli-cation database are listed in the Site Lookup form.

INTELLITRACK STOCKROOM V7.0User Manual803.Click the Add button found along the bottom of the form.4. The cursor appears in the field above the Site li

Chapter 5Lookups816.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

Table of Contentsxi CHAPTER 7: Managing your Inventory ...115Add, Edit, or Move Inventory Data ...

INTELLITRACK STOCKROOM V7.0User Manual822.Click the Change button found along the bottom of the form.3. The Site appears in the field above the Site l

Chapter 5Lookups835.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

INTELLITRACK STOCKROOM V7.0User Manual84The site is deleted from the Site list.DepartmentA department refers to a specialized division of your organiz

Chapter 5Lookups85The Dept Lookup form appears.Adding a Dept To add a department to the Dept Lookup table, please refer to the steps below:Warning: Wh

INTELLITRACK STOCKROOM V7.0User Manual862.Enter the new department name in this field.3. Click the Save button.(Clicking the Undo button will cancel a

Chapter 5Lookups87Editing a Dept To edit a department in the Dept Lookup table, please refer to the steps below:Warning: When entering data in the app

INTELLITRACK STOCKROOM V7.0User Manual882.Click the Change button found along the bottom of the form.The Department appears in the field above the Dep

Chapter 5Lookups89Deleting 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 V7.0User Manual90Unit of MeasureA unit of measure (UOM) allows you to measure the amount of an item in the database in a struct

Chapter 5Lookups91Adding a Unit of MeasureTo add a unit of measure (UOM) to the Measure Lookup table, please refer to the instructions below.Warning:

INTELLITRACK STOCKROOM V7.0User ManualxiixiiImporting the Data from Another System...142I

INTELLITRACK STOCKROOM V7.0User Manual924.Enter the new unit of measure in the field. Click the Save button. The new unit of measure is placed in the

Chapter 5Lookups93Editing a Unit of MeasureTo edit a unit of measure, please refer to the instructions below.Warning: When entering data in the applic

INTELLITRACK STOCKROOM V7.0User Manual944.Make the changes to the unit of measure record and click the Save but-ton.Click the Undo button to cancel th

Chapter 5Lookups95Deleting a Unit of MeasureTo delete a unit of measure entry in the Measure Lookup table, please refer to the instructions that follo

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97 CHAPTER 6Initializing the SystemIntroduction 98Creating Locations 98Reaching the Location Form 99Adding a Location 100Changing Location Information

INTELLITRACK STOCKROOM V7.0User Manual98IntroductionAfter setting up the Stockroom system, begin initializing the system with inventory data. If you h

Chapter 6Initializing the System99Use the Location form to add, delete and change location data and enter location, row, aisle, and bin data. Each loc

INTELLITRACK STOCKROOM V7.0User Manual100Adding a LocationTo create a new location, complete the following steps:Warning: When entering data in the ap

Chapter 6Initializing the System101Changing Location InformationTo change location data, complete the following steps.Warning: When entering data in t

Table of ContentsxiiiTurning on the IIS Web Management Tools... 186Turning on the IIS World Wide Web

INTELLITRACK STOCKROOM V7.0User Manual102Click Ye s to delete the location and close the message box. You are returned to the Location form.Click No t

Chapter 6Initializing the System103Adding ItemsItems are defined in the system at the Item Data form.Warning: When entering data in the application, D

INTELLITRACK STOCKROOM V7.0User Manual104Item Data Form ButtonsThe Item Data form uses “transaction” buttons to perform data processing. The buttons a

Chapter 6Initializing the System105Adding 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 V7.0User Manual106Files\IntelliTrack\DMS\Stockroom\7.0) contains a Pic-tures folder to store your image files; however, you may

Chapter 6Initializing the System1073.Select the image file by clicking on it. The image file must be a sup-ported image file type (.wmf, .emf, .dib, .

INTELLITRACK STOCKROOM V7.0User Manual108UOM in the Measure field of the Item Data form. To assign the unit of measure to the selected item:1. In the

Chapter 6Initializing the System1092.Enter or edit the minimum quantity level for this item in the Min Qty field.3. Enter or edit the maximum quantity

INTELLITRACK STOCKROOM V7.0User Manual110Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of

Chapter 6Initializing the System1114.Enter the item number in the Item# field.5. Update the other fields if necessary.6. When you are finished updatin

INTELLITRACK STOCKROOM V7.0User ManualxivxivRenaming Captions in the Batch Portable Application ... 228Renaming Messa

INTELLITRACK STOCKROOM V7.0User Manual1124.The message closes and you are returned to the Item Data form. The form clears and the item is deleted from

Chapter 6Initializing the System1131.Select Manage Command Tab > Inventory Command Set > Item Selection from the command tab bar. The Item Data

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115 CHAPTER 7Managing your InventoryAdd, Edit, or Move Inventory Data 116Location/Item# Form and Item#/Location FormButtons 117Item#/Location Form 118

INTELLITRACK STOCKROOM V7.0User Manual116Add, Edit, or Move Inventory DataIntelliTrack Stockroom tracks item quantity, location, and movement. At the

Chapter 7Managing your Inventory117The Item #/Location form appears. It automatically retrieves inventory data for items.Location/Item# Form and Item#

INTELLITRACK STOCKROOM V7.0User Manual118Item#/Location FormUse the Item#/Locations form to view which locations contain specific items. When the Item

Chapter 7Managing your Inventory119To view or work with the data, please refer to the following sections.Viewing All Locations (Default Site) Containi

INTELLITRACK STOCKROOM V7.0User Manual1203.To reference this transaction with a Job# or Move Reference#, enter that data in the Job#/Ref# field and pr

Chapter 7Managing your Inventory1213.Enter your new quantity information in the Qty field; press TAB.Do not modify the contents of the field unless yo

Table of ContentsxvCounting Physical Inventory ... 276Moving Inventory

INTELLITRACK STOCKROOM V7.0User Manual122Clicking No closes the dialog box and cancels the add inventory action. You are returned to the Item#/Locatio

Chapter 7Managing your Inventory123To view or work with the data, complete the following sections.Viewing the Contents of a Location at the Default Si

INTELLITRACK STOCKROOM V7.0User Manual1242.To reference this transaction with an Order# or Move Reference#, enter the data in the Job/Ref# field and p

Chapter 7Managing your Inventory125Enter the new quantity data in the Quantity field; press TAB. • Do not modify this field’s contents if you do not w

INTELLITRACK STOCKROOM V7.0User Manual126Clicking No will close the dialog box and cancel adding the inventory to the location. You will be returned t

Chapter 7Managing your Inventory1272.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 V7.0User Manual1282.Select the current site using the From Site pull-down list.3. Select the current location using the From Lo

129 CHAPTER 8Using IntelliTrack StockroomStock Issue 130Performing Issues 130Receipts 131Performing Receipts 132Generate Bar Codes from Receipts 13422

INTELLITRACK STOCKROOM V7.0User Manual130Stock IssueUse Stock Issue to dispense inventory to jobs or departments. IntelliTrack Stockroom decreases the

Chapter 8Using IntelliTrack Stockroom1313.Enter the job or order number in the Job/Order# field and press TAB.4. Enter a value in the Department field

INTELLITRACK STOCKROOM V7.0User ManualxvixviImport Access Inventory Data...

INTELLITRACK STOCKROOM V7.0User Manual132Performing ReceiptsThe main difference between Stockroom’s Receipts function and Stock-room’s Issues function

Chapter 8Using IntelliTrack Stockroom1337.Enter the quantity received into the put-away location and press TAB.8. Enter any (optional) comments in the

INTELLITRACK STOCKROOM V7.0User Manual134Either select the item from the pull-down list or enter a new item by entering the item number. When adding a

Chapter 8Using IntelliTrack Stockroom1353.In the Label Quantity portion of the form:• select the Qty Received/Issued option if you want to print the a

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137 CHAPTER 9Import/ExportReaching the Import and Export Options 138Importing Inventory Data 138Additional Importing Information 139Import File Type O

INTELLITRACK STOCKROOM V7.0User Manual138Reaching the Import and Export OptionsImporting and exporting inventory data adds a flexibility to the Intell

Chapter 9Import/Export139database will become corrupted. For more information please refer to “Precautions When Entering Data” on page 24.Additional I

INTELLITRACK STOCKROOM V7.0User Manual140imported, a quantity of one (1) is assumed. The fields should meet the fol-lowing requirements:Import File Ty

Chapter 9Import/Export141this order, or it is difficult to eliminate irrelevant fields, select Custom Import (requires full Access), include the field

Table of ContentsxviiUsage by Item Report ... 346INDEX ...

INTELLITRACK STOCKROOM V7.0User Manual142Import File Structure IntegrityWhen not importing data to all of the import fields, please be aware of the fi

Chapter 9Import/Export143Importing Item DataYou can import existing item data into a Stockroom database. (The site, location, and quantity data must b

INTELLITRACK STOCKROOM V7.0User Manual1443.Select Import Command Tab > IntelliTrack Import group > Append ribbon option to import an existing da

Chapter 9Import/Export1456.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 im

INTELLITRACK STOCKROOM V7.0User Manual146Importing Additional Data into the SystemYou are able to import additional data into the application; the dat

Chapter 9Import/Export147Semicolon (;): an ASCII (i.e., plain text) delimited file separated by semicolonsTab Delimited (""->): an ASCII

INTELLITRACK STOCKROOM V7.0User Manual148Comma Only (,): an ASCII (i.e., plain text) delimited file separated (delimited) with commas onlyQuote Comma

Chapter 9Import/Export149(If the data file is not set up correctly or if you select the wrong file type in the Import Select Specs dialog, the file wi

INTELLITRACK STOCKROOM V7.0User Manual1503.Select the folder in which to save the file in the Save As drop-down list.4. A file name with a .txt extens

151 CHAPTER 10View/Analyze DataView Inventory 152Sorting on a Specific Field 152History 153Viewing History Reports 154Running a Standard Application Q

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INTELLITRACK STOCKROOM V7.0User Manual152View InventoryUse the View Inventory function to view a list of all the items in a work-sheet form. Sort the

Chapter 10View/Analyze Data1533.Select either Ascending or Descending and the data will be sorted accordingly.History The History function keeps a run

INTELLITRACK STOCKROOM V7.0User Manual1542.From the History Detail form, select the site (if activated) to view his-tory transactions by or select (Al

Chapter 10View/Analyze Data155Note: History Logging keeps track of virtually all transactions, including those generated on the portable bar code read

INTELLITRACK STOCKROOM V7.0User Manual1562.In the Reports from, select History by Date Report and then click the Criteria button.3. The History Pick D

Chapter 10View/Analyze Data1575.Click the View button to preview the report onscreen.The report appears onscreen. It may be viewed, printed, emailed,

INTELLITRACK STOCKROOM V7.0User Manual158Running the History by Item ReportThe History by Item Report shows all transaction history for the selected i

Chapter 10View/Analyze Data1595.After you select the item for the report:Click the View button to preview the report onscreen.Click the Print button t

INTELLITRACK STOCKROOM V7.0User Manual160The following lists the standard queries included with Stockroom (for information on adding custom queries, r

Chapter 10View/Analyze Data161bers at the selected location. It shows the site, location, item number, on hand quantity, and inventory user ID.3. Afte

xixPREFACEAbout this DocumentationThe DMS 7 Interface xxAction Conventions xxiiMouse Actions xxiiClicking Buttons xxiiiChoosing a Setting xxivQuery Bo

INTELLITRACK STOCKROOM V7.0User Manual162Inventory by Location ReportInventory grouped by locationInventory by Lot/Exp Date ReportInventory grouped by

Chapter 10View/Analyze Data163View or Print Stockroom ReportsDefine a set of criteria before viewing or printing most of the Stockroom reports.1. From

INTELLITRACK STOCKROOM V7.0User Manual164When finished defining criteria, select either the Print Command to send the report to the default printer or

Chapter 10View/Analyze Data165Print OptionsWhile previewing the report onscreen, two print options are available in the ribbon:• Print: Select the Pri

INTELLITRACK STOCKROOM V7.0User Manual166•The Send Object As window contains a variety of export options. IntelliTrack supports the following export o

167 CHAPTER 11Printing Bar CodesBar Code Label Feature 168Label Printer Required Drivers 168Creating a New Label Format 168Editing an Existing Label

INTELLITRACK STOCKROOM V7.0User Manual168Bar Code Label Feature The Bar Code Labels form contains preformatted bar code label templates for each label

Chapter 11Printing Bar Codes169To create a new label, please refer to the steps that follow.1. Select Reports Command Tab > Barcodes Command Set &g

INTELLITRACK STOCKROOM V7.0User Manual170Location: create a new location label in the label printing software. Item #: create a new item number label

Chapter 11Printing Bar Codes1716.Click the OK button to close the New Label form and continue creating the new label. (Clicking the Cancel button will

INTELLITRACK STOCKROOM V7.0User ManualiiIntelliTrack SOFTWARE License Agreement THIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PR

INTELLITRACK STOCKROOM V7.0User ManualxxThe DMS 7 InterfaceDMS 7 uses the Microsoft Access 2007 runtime. The application has adopted the interface cha

INTELLITRACK STOCKROOM V7.0User Manual1722.The Bar Code Labels form appears.3. In the Label Type portion of the form, select the label type that you w

Chapter 11Printing Bar Codes173Item #: edit item number labels for a specified label size in the label printing software.Item #/Description: edit item

INTELLITRACK STOCKROOM V7.0User Manual174Printing and Previewing Location and Item Data LabelsTo preview and print bar code labels for inventory item

Chapter 11Printing Bar Codes175Item ID: Use the print function to print a specified range of item ID labels in the label printing software.Cust/Emp ID

INTELLITRACK STOCKROOM V7.0User Manual176The records available for label printing are found in the record list por-tion of the form. Use the Shift key

Chapter 11Printing Bar Codes177Printing Sequential Labels The Bar Code Labels form contains a Sequential option in the Label Type portion of the form.

INTELLITRACK STOCKROOM V7.0User Manual17810.Click the Preview button in the Sequential Barcode form to preview the sequential bar codes.11. Click the

Chapter 11Printing Bar Codes1792.The Bar Code Labels form appears.3. In the Label Type portion of the form, select Custom. The preformat-ted custom la

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181 CHAPTER 12CE Batch SetupWorkstation and CE Batch Portable DatabaseCommunication 182CE Batch Setup Requirements 183Internet Information Services (I

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 V7.0User Manual182Workstation and CE Batch Portable Database CommunicationThe workstation application is the IntelliTrack appli

Chapter 12CE Batch Setup183Important: Be sure your handheld device is an IntelliTrack supported device. For a complete list of supported IntelliTrack

INTELLITRACK STOCKROOM V7.0User Manual1843.Microsoft® ActiveSync or Windows Mobile Device Center for Vista: An application used by the handheld device

Chapter 12CE Batch Setup1856.Microsoft® SQL Server Compact Edition: a database engine used on the handheld device to run the IntelliTrack Stockroom CE

INTELLITRACK STOCKROOM V7.0User Manual1863.From the selections that appear in the right pane of the window, select Programs.4. The Program options app

Chapter 12CE Batch Setup1871.After you turn on the IIS Web Management Tools features, turn on the IIS World Wide Web Services features from the Window

INTELLITRACK STOCKROOM V7.0User Manual188Please be aware of the system requirement for the Microsoft ActiveSync version; it can be found in the Quick

Chapter 12CE Batch Setup189Microsoft ActiveSync v4.0 and higherIn the Microsoft ActiveSync application, click File > Connection Set-tings. The Conn

INTELLITRACK STOCKROOM V7.0User Manual190the handheld according to the instructions that came with your handheld device. If a partnership is already e

Chapter 12CE Batch Setup191a partnership between the computer and the handheld according to the instructions that came with your handheld device. If a

INTELLITRACK STOCKROOM V7.0User ManualxxiiWhen you want to close a tabbed window, click on it to bring it to the front and click the Windows Close but

INTELLITRACK STOCKROOM V7.0User Manual192Important: The sections that follow deal with advanced network settings. Consult your system administrator to

Chapter 12CE Batch Setup193•IIS Anonymous User: if IIS is installed, a built-in account for anony-mous access to IIS. • IIS Server: the PC on which II

INTELLITRACK STOCKROOM V7.0User Manual1943.Works with SQL Server, SQL Express, and MSDE.Security Procedures: Option 1When you use Remote Data Access S

Chapter 12CE Batch Setup195Warning: This RDA setup option does not work with MSDE. You must use SQL Server or SQL Express with this RDA setup option.O

INTELLITRACK STOCKROOM V7.0User Manual196RDA Setup Option 3This option uses two computers; the IntelliTrack workstation application and ActiveSync or

Chapter 12CE Batch Setup197Option 3 Considerations1. Works in a domain and workgroup environment. This option is recom-mended for a workgroup environm

INTELLITRACK STOCKROOM V7.0User Manual198Warning: This RDA setup option does not work with MSDE. You must use SQL Server or SQL Express with this RDA

Chapter 12CE Batch Setup199name}/sqlcesa35.dll. For more information about the Sync URL setting in the Batch Synchronization Utility, please refer to

INTELLITRACK STOCKROOM V7.0User Manual200Manually Configuring IIS in Windows Vista Operating SystemsIf you use a Remote Data Access configuration in w

Chapter 12CE Batch Setup2014.In the navigation pane of the window, select the Web Service Exten-sions folder. The Web Service Extensions options appea

PrefaceAbout this Documentationxxiii•Right-clicking is used to open specific right-click menu options. When instructed to right-click: press and hold

INTELLITRACK STOCKROOM V7.0User Manual2029.Next, click the OK button to close the New Web Service Extensions window and return to the Web Services Ext

Chapter 12CE Batch Setup2031.Go to Control Panel > Administrative Tools and open Internet Information Services (IIS) Manager.2. In the left pane, s

INTELLITRACK STOCKROOM V7.0User Manual204•If SQL Server Compact Edition does not exist, right-click on the empty space; a context-sensitive menu appea

Chapter 12CE Batch Setup2057.In the Name column, ISAPI-dll should be displayed. If it exists, verify the settings by selecting ISAPI-dll and selecting

INTELLITRACK STOCKROOM V7.0User Manual206sqlcesa35.dll; it appears in the Filename field. Click the Open button to set the network path for the sqlces

Chapter 12CE Batch Setup20712.In the Request Restrictions window, click the Verbs tab to bring this portion to the front. In the Specify the verbs are

INTELLITRACK STOCKROOM V7.0User Manual20814.Click OK to close the window.15. When the ISAPI-dll mappings are complete, set the handler permis-sions. C

Chapter 12CE Batch Setup209Reaching the Batch Synchronization UtilityNote: The Batch Synchronization Utility is reached through the worksta-tion appli

INTELLITRACK STOCKROOM V7.0User Manual210Upon startup, the Send Data portion of the Utility is to the front.Sync URL SettingThe Sync URL setting is th

Chapter 12CE Batch Setup211The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path to the remote

INTELLITRACK STOCKROOM V7.0User Manualxxiv•When instructed to “click the Add button,” click the Add button found along the bottom of the Stockroom for

INTELLITRACK STOCKROOM V7.0User Manual2123.Verify that the Sync URL setting matches the network path to the sqlcesa35.ll by selecting the Test button.

213 CHAPTER 13Installing CE BatchInstalling the Batch Portable Application on theHandheld Device 214Opening the Batch Portable Application 217Configur

INTELLITRACK STOCKROOM V7.0User Manual214Installing the Batch Portable Application on the Handheld DeviceThe CE Batch Portable application interface i

Chapter 13Installing CE Batch215When you are ready to continue, click Next.6. The License Agreement window appears. Read the terms of the agree-ment,

INTELLITRACK STOCKROOM V7.0User Manual216The Batch Portable application contains two types of installations: Full and Custom. • To install all four co

Chapter 13Installing CE Batch217Batch Portable Application or Scanning Control Libraries Spe-cific to your Hardware Manufacturer: used with the handhe

INTELLITRACK STOCKROOM V7.0User Manual218Configuring the ITI Registration Application PoolThis section applies to the Windows Vista Operating System o

Chapter 13Installing CE Batch2193.Select ITIRegistration and right-click to display the right-click menu.4. At the right-click menu, select Manage App

INTELLITRACK STOCKROOM V7.0User Manual2205.In the Advanced Settings window, note the highlighted application pool: Application Pool in the General sec

Chapter 13Installing CE Batch221pool is the ITIRegistration application pool). Once the ITIRegistration Application Pool is selected, right-click to v

PrefaceAbout this DocumentationxxvQuery Boxes and Dialog BoxesA query box asks you a question or gives you a choice to which you must respond before c

INTELLITRACK STOCKROOM V7.0User Manual22210.After you have configured the application pool to true, stop the applica-tion pool processes by selecting

Chapter 13Installing CE Batch22312.When you have restarted the process, you are finished configuring the ITIRegistration Application Pool. Close the I

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225 CHAPTER 14CE Batch Utility SettingsPreferences Tab 226Localization Options 226Batch Portable Application 227Renaming Captions in the Batch Portab

INTELLITRACK STOCKROOM V7.0User Manual226Preferences Tab CE Batch Utility options for language localization and upload processing are set in the Prefe

Chapter 14CE Batch Utility Settings227Batch Portable ApplicationThe Localization settings for the CE Batch Portable Application include captions and m

INTELLITRACK STOCKROOM V7.0User Manual228MessageA message refers to dialog box messages found in the CE Batch Portable Application:All default message

Chapter 14CE Batch Utility Settings2293.In the left pane of the form, underneath the Batch Portable Applica-tion selection in the menu tree, select Ca

INTELLITRACK STOCKROOM V7.0User Manual230Double-click inside the column heading to sort the information. Each time you double-click, the sort order wi

Chapter 14CE Batch Utility Settings2319.Click the Send button found in the bottom right corner of the form to send the caption changes to the Batch Po

INTELLITRACK STOCKROOM V7.0User ManualxxviFormatting ConventionsThe date and time conventions used in this application conform with the date selection

INTELLITRACK STOCKROOM V7.0User Manual2323.Underneath the Batch Portable Application selection, select Mes-sages in the left pane of the form. The loc

Chapter 14CE Batch Utility Settings233Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK STOCKROOM V7.0User Manual2349.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 Settings235MenuA menu refers to a menu name and menu option in the DMS Batch Syn-chronization Utility’s menu bar. For examp

INTELLITRACK STOCKROOM V7.0User Manual236Renaming a Caption in the Batch UtilityTo rename a caption in the CE Batch Synchronization Utility, please re

Chapter 14CE Batch Utility Settings2373.Underneath the Batch Synchronization Utility selection, select Cap-tion in the left pane of the form. The loca

INTELLITRACK STOCKROOM V7.0User Manual238•Double-click inside the column heading to sort the information. Each time you double-click, the sort order w

Chapter 14CE Batch Utility Settings2392.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. In the left pa

INTELLITRACK STOCKROOM V7.0User Manual240The right pane of the form contains three data columns:• Menu Name: Lists the object name for the menu option

Chapter 14CE Batch Utility Settings2414.To customize a menu name or menu option, first locate the menu that you want to change in the Menu Name column

PrefaceAbout this Documentationxxviiradio button names are printed in bold typeface: Form/Screen Items. tools specific to DMS are also identified with

INTELLITRACK STOCKROOM V7.0User Manual242options for customizing the messages in the Batch Synchronization Utility appear in the right pane of the for

Chapter 14CE Batch Utility Settings243Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK STOCKROOM V7.0User Manual2442.Next, in the left pane of the form, select Upload Processing. The upload processing options appear in the r

Chapter 14CE Batch Utility Settings245New Site: to add new sites to the database during the upload process, select the Add Record option. If you do no

INTELLITRACK STOCKROOM V7.0User Manual246•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 Settings247data. Click this button. If your batch registration service is set correctly, a Registration web page appears in

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249 CHAPTER 15CE Data TransferOverview 250Sending Data to the Batch Portable Application 250Sending Information from the Batch PortableApplication to

INTELLITRACK STOCKROOM V7.0User Manual250OverviewWhen you synchronize your data, the data that is sent from the workstation database to the handheld i

Chapter 15CE Data Transfer2511.From the DMS Batch Synchronization Utility, click the Send Data tab in the Main form to bring this portion of the form

INTELLITRACK STOCKROOM V7.0User ManualxxviiiSoftware ServicesFor advanced, cost-effective services, contact IntelliTrack Software Ser-vices 888.583.30

INTELLITRACK STOCKROOM V7.0User Manual252mark the Send Locations check box. The From and To fields become enabled.You may select a location range to s

Chapter 15CE Data Transfer253click the drop-down arrow in the To field and select the last selection that appears.To send one item number, select the

INTELLITRACK STOCKROOM V7.0User Manual25414.As the data information is sent to the handheld device (localization changes, data selections such as site

Chapter 15CE Data Transfer255about using the Batch Portable application, please refer to Using the CE Batch Portable, on page 263.Sending Information

INTELLITRACK STOCKROOM V7.0User Manual2562.Click the Receive Data button. A message appears, telling you to check confirm that your handheld device is

Chapter 15CE Data Transfer257When the data transfer finishes, the status screen on the handheld closes and the records appear in the Upload Processing

INTELLITRACK STOCKROOM V7.0User Manual258You may view all the uploaded data at one time, or you may view all the data by user, site, or transaction ty

Chapter 15CE Data Transfer259The records collected for any new locations appear in the record details portion of the form.• To filter the uploaded dat

INTELLITRACK STOCKROOM V7.0User Manual260Processing the Uploaded DataRecords are processed according to the settings in the Preferences tab\Upload Pro

Chapter 15CE Data Transfer261When processing is finished, a message box appears, notifying you that processing has been completed.If any processing er

1 CHAPTER 1IntroductionOverview 2Program Requirements 2Using Microsoft Access with Stockroom 2Installation and Upgrading 3Upgrading the v5.1 and v5.2

INTELLITRACK STOCKROOM V7.0User Manual2622289.book Page 262 Thursday, July 9, 2009 2:35 PM

263 CHAPTER 16Using the CE Batch PortableIntroduction 264Opening the Batch Portable Application 264Logging In 264Logging Out 266Configuring the Batch

INTELLITRACK STOCKROOM V7.0User Manual264IntroductionThe CE Batch Portable Application resides on the handheld device. It sup-ports physical inventory

Chapter 16Using the CE Batch Portable265tion will not contain a Password field on the Login screen.) To log into the application, tap the drop-down ar

INTELLITRACK STOCKROOM V7.0User Manual266•The Sync menu provides an option for receiving data from the worksta-tion application or sending data to the

Chapter 16Using the CE Batch Portable2672.When you transfer data to the handheld device, the site data, as set in the Batch Synchronization Utility\Se

INTELLITRACK STOCKROOM V7.0User Manual268data into the field. If the Batch Portable application screens take a long time to load because of large reco

Chapter 16Using the CE Batch Portable269To view all site data found in the Batch Portable application database, tap View > Site from the menu bar.

INTELLITRACK STOCKROOM V7.0User Manual270To delete a specific location from the Batch Portable application, select the location and then tap the Delet

Chapter 16Using the CE Batch Portable271Each inventory record is displayed by site, location, item number, lot, expiration date, quantity, and item ID

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 V7.0User Manual2OverviewIntelliTrack DMS Stockroom handles inventory, receipt into inventory, rou-tine physical inventories, an

INTELLITRACK STOCKROOM V7.0User Manual272The departments in the Batch Portable application are displayed in the screen.The total amount of records are

Chapter 16Using the CE Batch Portable273Important: To avoid duplication of inventory adjustments (physical counts and moves), the collected data shoul

INTELLITRACK STOCKROOM V7.0User Manual274•To transfer collected data to the Batch Synchronization Utility, tap Sync > Send Data. A Status screen ap

275 CHAPTER 17Managing Physical InventoryIntroduction 276Counting Physical Inventory 276Moving Inventory 2772289.book Page 275 Thursday, July 9, 200

INTELLITRACK STOCKROOM V7.0User Manual276IntroductionThe Batch Portable application on the handheld device supports the fol-lowing asset inventory fun

Chapter 17Managing Physical Inventory2773.Enter the appropriate site in the Site field or use the default site if it was selected.4. Enter the locatio

INTELLITRACK STOCKROOM V7.0User Manual2782.From the Inventory menu, select Move. The Move screen appears.3. In the Source tab from the Move screen, en

279 CHAPTER 18Issuing/Receiving InventoryIntroduction 280Issuing Inventory 280The Receipt Process 2822289.book Page 279 Thursday, July 9, 2009 2:35

INTELLITRACK STOCKROOM V7.0User Manual280IntroductionIssuing removes items from your inventory. During the Issue process, the items that are removed f

Chapter 18Issuing/Receiving Inventory2813.From the Location tab, enter the appropriate site or use the default site if it was selected and it is the c

Chapter 1Introduction3have complete access to all forms, reports, queries, macros, and tables that are part of the IntelliTrack system.Installation an

INTELLITRACK STOCKROOM V7.0User Manual282The Receipt ProcessReceipts add items to the inventory. During the Receipt process, items can be returned to

Chapter 18Issuing/Receiving Inventory2835.If you are associating a job or order number with the order, enter the job or order number in the Job/Order

INTELLITRACK STOCKROOM V7.0User Manual2842289.book Page 284 Thursday, July 9, 2009 2:35 PM

285 CHAPTER 19CE Batch: Data SearchOverview 286Searching for Sites 286Searching for Locations 288Searching for Items 290Searching for Inventory By Loc

INTELLITRACK STOCKROOM V7.0User Manual286OverviewThe Find function in the CE Batch Portable Application enables you to search for site location:• To s

Chapter 19CE Batch: Data Search2871.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 V7.0User Manual2882.Next, tap the Find button to process the site data search.The site or sites that match the search parameter

Chapter 19CE Batch: Data Search2892.If you are using multiple sites and downloaded all sites to the Batch Portable Application, or if you added new si

INTELLITRACK STOCKROOM V7.0User Manual290To search for location by a partial data string, enter the data in the Location field and mark the Partial Ma

Chapter 19CE Batch: Data Search291Items may be searched by item number or by description. To search for items by item number, click the drop-down arro

INTELLITRACK STOCKROOM V7.0User Manual4Upgrading the v5.0 DatabaseFor the v5.0 SQL version, you must run the 5.0 to 5.1 upgrade script (50to51.sql) BE

INTELLITRACK STOCKROOM V7.0User Manual292To search for all descriptions, select to search by description and leave the search selection field blank an

Chapter 19CE Batch: Data Search2932.The Find Inventory By Location screen appears.3. If you are using multiple sites and have multiple sites in the Ba

INTELLITRACK STOCKROOM V7.0User Manual2946.To search for inventory by location by all locations for the selected site, leave the location field blank

Chapter 19CE Batch: Data Search2952.If you are using multiple sites and have multiple sites in the Batch Por-table Application database, you may searc

INTELLITRACK STOCKROOM V7.0User Manual296The inventory that matches the search parameters are listed in the Search Results portion of the screen.The n

Chapter 19CE Batch: Data Search2972.If you are using multiple sites and have multiple sites in the Batch Por-table Application database, you may searc

INTELLITRACK STOCKROOM V7.0User Manual298The Find Inventory By Location screen appears.2. If you are using multiple sites and have multiple sites in t

Chapter 19CE Batch: Data Search2991.In the Find screen, tap the drop-down arrow in the Find field and select Inventory By Location from the list that

INTELLITRACK STOCKROOM V7.0User Manual300Searching for DepartmentsYou are able to search for departments via the Find function.1. In the Find screen,

Chapter 19CE Batch: Data Search301To view the collected data transactions in the Batch Portable Application, please refer to the steps below.1. From t

Chapter 1Introduction53.Click the Browse button (...) to navigate to the network location of your v4.X standard Access data file. The Select Attached

INTELLITRACK STOCKROOM V7.0User Manual3027.To view the Issue Inventory transactions, tap the drop-down arrow in the Transaction field and select Issue

303Appendix AData StructureSite 304Inventory Table 304Inventory by Location Table 307Bin Location Table 309Field Types 3092289.book Page 303 Thursda

INTELLITRACK STOCKROOM V7.0User Manual304SiteThe Sites Table is the main table where site definitions are stored.Inventory TableThe Inventory Table is

Appendix AData Structure305COMMENT No Memo - CommentsUNIT_OF_MEASURENo Text 15 Unit of MeasureCONVERSION No Currency Conversion Fac-torIMP QTY No Curr

INTELLITRACK STOCKROOM V7.0User Manual306USER16 No Text 25 User Defined Field 16USER17 No Text 25 User Defined Field 17USER18 No Text 25 User Defined

Appendix AData Structure307Inventory by Location TableThe Inventory by Location Table holds actual quantity, sites and locations. Shows where items ar

INTELLITRACK STOCKROOM V7.0User Manual308ItemID Yes/PKey Text 25 ID for Check Out Item (Empty if not using)QTY Yes Currency 8 Quantity Stocked Loca-ti

Appendix AData Structure309Bin Location TableDefinition table for Locations where items can be stored. Can be different for each site.Field TypesFollo

INTELLITRACK STOCKROOM V7.0User Manual310 TABLE 15. Data Type SettingsField Types Size SettingsText (Default) Text up to 255 characters or the length

311Appendix BCompact InstructionsOverview 312Compacting the Workstation Application File 3122289.book Page 311 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual6If you do not want to purge your data before beginning the data upgrade, select No and click the Right Arrow bu

INTELLITRACK STOCKROOM V7.0User Manual312OverviewWhen you install IntelliTrack Stockroom v5.2 SQL, a Compact utility is created, for the workstation a

313Appendix CMicrosoft Access IntegrationOverview 314Full Access Import 314Import Access Inventory Data 315Query Import Data – Site Table 316Query Imp

INTELLITRACK STOCKROOM V7.0User Manual314OverviewMicrosoft Access is a powerful and flexible database management system. A full version of Access allo

Appendix CMicrosoft Access Integration315Before importing the inventory data into a Stockroom system, exit the Stockroom environment and enter the Acc

INTELLITRACK STOCKROOM V7.0User Manual3167.After the data is imported into the Stockroom system, build and run sev-eral queries transferring the impor

Appendix CMicrosoft Access Integration317Query Import Data – Bin Location TableTo transfer the imported location data into the Bin Location table, cre

INTELLITRACK STOCKROOM V7.0User Manual318Query Import Data – Inventory TableTo transfer the imported inventory data, create a select query based on th

Appendix CMicrosoft Access Integration319Query Import Data – Inventory by Location TableTo transfer the imported inventory by location data into the I

INTELLITRACK STOCKROOM V7.0User Manual320Exporting DataTo export data with Microsoft Access, complete the following steps:1. Specify the table or quer

Appendix CMicrosoft Access Integration3218.Open the Modules table and find the ModuleID value for your appli-cation.9. Open the ModuleReports table an

Chapter 1Introduction72.In the 1. Select to enter a server name field, click the drop-down arrow and select the server name\instance name (if you are

INTELLITRACK STOCKROOM V7.0User Manual322Adding QueriesTo display the query form in the queries list complete the following steps:1. Select Tools >

323Appendix DCustomizing IntelliTrackCautions when Customizing IntelliTrack 3242289.book Page 323 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual324Cautions when Customizing IntelliTrackIf you have the appropriate version of Microsoft Access, you can modify

325Appendix EBar Code SymbologyBar Code Symbology Characteristics 3262289.book Page 325 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual326Bar Code Symbology CharacteristicsTable 17 summarizes the characteristics of different bar code symbologies.T

327Appendix FSample ReportsHistory by Date Report 328History by Item# Report 329Inventory by Category Report 330Inventory by Location Report 331Invent

INTELLITRACK STOCKROOM V7.0User Manual328History by Date Report2289.book Page 328 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports329History by Item# Report2289.book Page 329 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual330Inventory by Category Report2289.book Page 330 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports331Inventory by Location Report2289.book Page 331 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual81.If you have the full version of SQL Server, this process is provided for by SQL Server.2. If you are using SQ

INTELLITRACK STOCKROOM V7.0User Manual332Inventory by Lot/Exp Date Report2289.book Page 332 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports333Inventory Item Detail Report2289.book Page 333 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual334Inventory Item Summary Report2289.book Page 334 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports335Inventory W/Pictures Report2289.book Page 335 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual336Inventory, Negative Qty Report2289.book Page 336 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports337Issue Number Report2289.book Page 337 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual338Issue Transactions Report2289.book Page 338 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports339Overstock Summary Report2289.book Page 339 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual340Receipt Number Report2289.book Page 340 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports341Receipt Transactions Report2289.book Page 341 Thursday, July 9, 2009 2:35 PM

Chapter 1Introduction9Important: The backup and restore batch files are created during the database installation and they use the database settings fr

INTELLITRACK STOCKROOM V7.0User Manual342Reconciliation Report2289.book Page 342 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports343Reorder Report2289.book Page 343 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual344Usage by Demand Report2289.book Page 344 Thursday, July 9, 2009 2:35 PM

Appendix FSample Reports345Usage by Department Report2289.book Page 345 Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual346Usage by Item Report2289.book Page 346 Thursday, July 9, 2009 2:35 PM

Index347IndexAAccess Levelssecurity 46Actions Menuusing 21ActiveSyncrequired setting for CE Batch 187Add / Edit Queries 55Add / Edit Reports 56Addi

INTELLITRACK STOCKROOM V7.0User Manual348searching for site 286searching for transaction 300send data 250synchronize data 255, 273upload processin

Index349Images 39Import 138file definitions 139InstallationCE Batch Portable Application 214Internet Information Services (IIS) 183manual configura

INTELLITRACK STOCKROOM V7.0User Manual350Admindefining 53changing 18changing for user 52Physical Inventoryin CE Batch Portable Application 276Pictur

Index351dataprocessing rules in CE Batch Utility 243processing settings in CE Batch Utility 243Upload Processingin the CE Batch Utility 257Uploaded

INTELLITRACK STOCKROOM V7.0User Manual103.Next, select the databackup folder in your IntelliTrack program directory, and then right-click to view the

INTELLITRACK STOCKROOM V7.0User Manual3522289.book Page 352 Thursday, July 9, 2009 2:35 PM

Chapter 1Introduction115.In the databackup Properties window, select the Security tab to bring this portion to the front. If the name of your service

INTELLITRACK STOCKROOM V7.0User Manualiv30-Day Guarantee; Disclaimer If the SOFTWARE is inoperable due to any defects in the media on which the SOFTWA

INTELLITRACK STOCKROOM V7.0User Manual12will automatically become underlined. (If this name is not correct, ver-ify it again in the Administrative Too

Chapter 1Introduction1310.Click OK to close the databackup Properties window. Your databackup folder now has the necessary permissions to create a bac

INTELLITRACK STOCKROOM V7.0User Manual142289.book Page 14 Thursday, July 9, 2009 2:35 PM

15 CHAPTER 2Getting StartedBasic Startup Procedures 16Using the Application 16Logging into the Application 17Using the Security Ribbon Options 17Loggi

INTELLITRACK STOCKROOM V7.0User Manual16Basic Startup ProceduresUpon installation, you are provided with sample data. Use IntelliTrack DMS Stockroom w

Chapter 2Getting Started17Logging into the ApplicationSelect Start > Programs > IntelliTrack > DMS > Stockroom > Stock-room Workstation

INTELLITRACK STOCKROOM V7.0User Manual18Logging Out Once you are logged into the application, the application loads your user profile and gives you op

Chapter 2Getting Started19Enter your current password in the Old Password field. Next, enter your new password in the New Password field and then conf

INTELLITRACK STOCKROOM V7.0User Manual20The Dashboard automatically displays information about your inventory, depending on the queries that you selec

Chapter 2Getting Started21Reloading the DashboardIf the Dashboard closes for any reason, you are able to reload it by using the following keystroke co

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 V7.0User Manual22Transaction ButtonsAn overview of each transaction button, along with its description is found in the table th

Chapter 2Getting Started23International Display the International Settings form to select language, date format, and label for-mat.Last Record Go to t

INTELLITRACK STOCKROOM V7.0User Manual24Precautions When Entering DataWarning: When entering data in the application, DO NOT USE special characters or

25 CHAPTER 3Purging DataIntroduction 26A Note About Sample Data 26Reaching the Purge Options 26Purging Uploaded Physical Inventory Data 27Purging Hist

INTELLITRACK STOCKROOM V7.0User Manual26IntroductionThe Purge function manages application data by deleting old or obsolete information from the appli

Chapter 3Purging Data27•Select from All Data• Lookup Tables• Empty LocationsPurging Uploaded Physical Inventory DataTo delete all data in the inventor

INTELLITRACK STOCKROOM V7.0User Manual28Purging History DataNote: If disk space is limited, we recommend periodically performing a history purge to re

Chapter 3Purging Data29Purging All DataImportant: Use the Purge Select From All Data function to remove sam-ple and practice data from the application

INTELLITRACK STOCKROOM V7.0User Manual304.To purge Inventory, mark the Inventory by Location check box.5. To purge history information, mark the Histo

Chapter 3Purging Data31Caution: When purging test data, use the Purge Select from All Data option BEFORE deleting the Lookup Table data.IntelliTrack s

INTELLITRACK STOCKROOM V7.0User Manualvi2289.book Page vi Thursday, July 9, 2009 2:35 PM

INTELLITRACK STOCKROOM V7.0User Manual322.To continue purging this information, select the Ye s button. (Selecting No will cancel the purge.) A messa

33 CHAPTER 4System SetupIntroduction 34System Setup 34Setup Form Buttons 35Entering Company Information 36Setting System Options 37Setting Internatio

INTELLITRACK STOCKROOM V7.0User Manual34IntroductionBefore you begin using IntelliTrack DMS Stockroom to assist with storing, tracking, and managing y

Chapter 4System Setup35Setup Form ButtonsThe Setup form buttons are described in the following chart.TABLE 2. Setup Form ButtonsButton Descrip-tionFun

INTELLITRACK STOCKROOM V7.0User Manual36Entering Company Information To open the Setup form select Tools Command Tab > Setup Command Set > Setup

Chapter 4System Setup373.Enter the city of the Company’s address in the City field.4. Enter the state or province of the Company’s address in the Stat

INTELLITRACK STOCKROOM V7.0User Manual38Lots/Cust/Serial#: You can track Lots or Serial Numbers for each inventory item in a location. To track Lots w

Chapter 4System Setup39•The following cost tracking options become enabled when the cost tracking feature is enabled; select the desired method of cos

INTELLITRACK STOCKROOM V7.0User Manual40Note: Pictures use OLE (Object Linking and Embedding) technology for display and editing. Picture files are li

Chapter 4System Setup412.The system label size is determined by your Windows Regional Set-tings. The options in the application include Imperial/U.S.

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

INTELLITRACK STOCKROOM V7.0User Manual421.The form contains four options in the Pull Down List Field:Item/Locations: specify the data lookup option fo

Chapter 4System Setup43Note: Changing the Speed settings will not effect your Stockroom data. We recommend that you experiment with the Speed settings

INTELLITRACK STOCKROOM V7.0User Manual44Setting Security IntelliTrack Stockroom contains a built-in security feature that allows you to control what f

Chapter 4System Setup452.When the Setup form appears, click the Options button.3. The Options portion of the Setup form is brought to the front.4. Mak

INTELLITRACK STOCKROOM V7.0User Manual46Assigning Security Privileges to System AreasSecurity privilege access levels range from one to nine. The secu

Chapter 4System Setup47Important: You do not have to assign all nine levels of access. You may use up to nine levels; however, if you decide you want

INTELLITRACK STOCKROOM V7.0User Manual48•All users, even those with security access levels outside the range of any system privileges may run reports,

Chapter 4System Setup49Adding a User To add a new user to the system, refer to the instructions that follow.1. Select Tools Command Tab > Security

INTELLITRACK STOCKROOM V7.0User Manual502.Click the Add button found along the bottom of the form.3. The Create User form appears. Enter the user name

Chapter 4System Setup51If 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 V7.0User ManualviiiviiiWorking with the Data Files...

INTELLITRACK STOCKROOM V7.0User Manual522.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 4System Setup531.Click Tools > Security > Change Password. The Change Password form appears.The UserID field is automatically filled in

INTELLITRACK STOCKROOM V7.0User Manual541.Click Tools Command Tab > Security Command Set > Users from the Command Tab bar.2. The Users form appe

Chapter 4System Setup55Customize Queries, Reports, and LabelsYou can customize the application to meet your requirements. This flexi-bility includes i

INTELLITRACK STOCKROOM V7.0User Manual565.Enter the query/table name for this query in the Query/TableName field.Caution: Form Name is the actual obje

Chapter 4System Setup57To add a customized report to the Reports form in the application, select Tools Command Tab > Customize Command Set > Re

INTELLITRACK STOCKROOM V7.0User Manual58Deleting a Customized ReportYou are able to delete a customized report from the Customize Reports form. Pre-de

Chapter 4System Setup59To 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 V7.0User Manual60User Defined Titles FormThe User Defined Titles form shows the default form title used by the application, the

61 CHAPTER 5LookupsIntroduction 62Manufacturer 63Reaching the Manufacturer Lookup Table 63Adding a Manufacturer 64Editing a Manufacturer 65Deleting a

Table of ContentsixSystem Setup... 34Setup

INTELLITRACK STOCKROOM V7.0User Manual62IntroductionIntelliTrack Stockroom lookups help you accurately track site, item, and inventory data by maintai

Chapter 5Lookups63ManufacturerA manufacturer represents an organization that manufactures goods for your organization. When entered in the Mfr Lookup

INTELLITRACK STOCKROOM V7.0User Manual64Adding a ManufacturerTo enter a new manufacturer, refer to the instructions below.Warning: When entering data

Chapter 5Lookups655.Click the Close button to exit the Mfr Lookup table and save your changes.Editing a ManufacturerManufacturers are edited at the Mf

INTELLITRACK STOCKROOM V7.0User Manual662.Next, select the Change button found along the bottom of the form.3. The manufacturer that you selected appe

Chapter 5Lookups67To cancel editing this entry, click the Undo button.5. The field above the Manufacturer list clears and the edited manufac-turer is

INTELLITRACK STOCKROOM V7.0User Manual68ModelA model represents specific information about the products/goods that you are tracking with the Stockroom

Chapter 5Lookups69Adding 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 V7.0User Manual703.Click the Save button to add the model to the Model list.• (Clicking the Undo button will cancel adding the

Chapter 5Lookups71Editing a ModelTo edit a model entry in the Model Lookup table, please refer to the instructions that follow.Warning: When entering