Intellitrack WMS – Warehouse Management System User Manual

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

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User ManualxUnit of Measure...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual74UPS WorldShip®-WMS IntegrationFor UPS WorldShip® customers, IntelliTrack WMS offers an

Chapter 5Lookups75Prior work with databases is helpful. If you are not experienced in working with databases, and are unsure about any of the steps in

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual763.In the New Map section of the form, select Import from OBDC Data-base. In the field b

Chapter 5Lookups775.Click the Create button. The Select an ODBC source dialog appears. Select the DSN that was created to connect to WMS and then clic

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual78The form contains two primary parts:ODBC Tables: contains the WMS database tablesWorldS

Chapter 5Lookups798.To define the Site and Picking Order Number that WorldShip will use to locate the order from WMS, select the column name ShipKey i

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual80WorldShip Fields and select the destination field from the list that appears.10. With v

Chapter 5Lookups81Continue mapping each WMS vUPSShipInfo column name in the ODBC Tables portion of the form with the corresponding WorldShip Destinati

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual8211.When you finished mapping all the Column Names in the vUPSShip-Info ODBC Tabl e to a

Chapter 5Lookups832.Select the keyed import you mapped from the menu that appears to turn it on and activate it. If your import map is not listed in t

xiReview Mode... 108Add Mode...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual843.In the New Map section of the form, select Export data from World-Ship. In the field

Chapter 5Lookups855.Click the Create button. The Select an ODBC source dialog appears. Select the DSN that was created to connect to WMS and then clic

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual86The form contains two primary parts:WorldShip Fields: contains WorldShip fieldsODBC Tab

Chapter 5Lookups87The WMS database source names for UPS shipping appears in the ODBC Tables portion of the form.8. To connect or map WMS data to the c

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual88mapping in Table 4, “Export Mapping Guide: WorldShip Destination Fields to WMS ODBC Tab

Chapter 5Lookups89Click the Connect button. A connect symbol appears next to each selection, and the mapped fields are listed in the What have you map

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual90When you are finished, the complete mapping will appear in the What have you mapped so

Chapter 5Lookups9111.Click OK to close this form and return to the main UPS WorldShip application menu.Activating the Keyed ExportAfter you create an

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual923.A check mark appears next to it, indicating the keyed export is acti-vated. The mappe

Chapter 5Lookups932.Select the keyed export you created for WMS.3. A check mark appears next to it, indicating the keyed export is acti-vated. The map

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User ManualxiiLet Downs ...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual94

95 CHAPTER 6Initializing the WarehouseIntroductionCreating Locations for Each SiteAdding a Location to A SiteAdding Items to IntelliTrack WMSForm Mode

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual96IntroductionOnce you have set up your system options and lookups, you are ready to asse

Chapter 6Initializing the Warehouse97Creating Locations for Each SiteLocations reside within a “Site” and are added to a site at the Locations form. W

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual98Adding a Location to A SiteA location is added to a Site at the Locations form. Select

Chapter 6Initializing the Warehouse993.Press the <Tab> key to advance to the Description field. Enter the location description (i.e., forward pi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1002.Enter the location cube size in the Cube Size field. Press the <Ta b> key to a

Chapter 6Initializing the Warehouse101Note: IntelliTrack WMS allows overrides to quarantine locations.Selecting a Quarantine LocationIf you select a q

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual102and presents the line item in sequential order.) This reduces the travel time when put

Chapter 6Initializing the Warehouse103Receiving AreaPacking Area(Staging)Bulk Storage AreaTotesT100T200RECSHP101-A-0101-A-0201-A-0301-A-0401-A-0501-A-

xiiiIntroduction... 180Picking Order Inform

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual104Specifying the Replenishment SequenceWhen you restock a forward pick (or prime) locati

Chapter 6Initializing the Warehouse105Often, a location with the lowest primary pick sequence number will have the highest put away sequence number. T

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual106Deleting a LocationIf you need to delete an individual location from the database, you

Chapter 6Initializing the Warehouse1076. If inventory is not associated with the location, the location record is deleted from the list.7. When you ar

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual108•User Defined: Stores user defined item data in user defined fields, which must be ena

Chapter 6Initializing the Warehouse109Item Data Form ButtonsThe Item Data form uses transaction buttons to place the form in Add or Edit mode, and to

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual110Adding an Item to the DatabaseTo add an item to WMS, please refer to the instructions

Chapter 6Initializing the Warehouse111Warning: When entering an item number DO NOT USE quotes or special characters in the item number (i.e., brackets

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual112Note: If multiple units of measure is enabled (System Options form/Fea-tures tab), you

Chapter 6Initializing the Warehouse1132.The Item Data navigation window appears. By default it is at the Int-elliTrack\WMS\Images folder. If your imag

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User ManualxivSelecting an Interface...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual114User Defined FieldsThe User Defined tab contains the user-defined fields Item User 1 t

Chapter 6Initializing the Warehouse115Storing Reorder Quantity Ranges & Cycle Count IntervalsYou are able to set a reorder quantity, a minimum qua

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual116Establishing an Item Unit of Measure RangeWhen you enable the Multiple UOM feature in

Chapter 6Initializing the Warehouse117ment space management; thus reducing the time spent moving material within the warehouse. During an inventory mo

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual118For example, if you have an item with a cubic size of 10 for each item, you will be ab

Chapter 6Initializing the Warehouse1193.The form refreshes, and the cursor is placed in the Item # field. The following fields are populated: Category

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual120The Item Master tab is to the front, and the Data fields change from gray (disabled) t

Chapter 6Initializing the Warehouse121•If you want to change the Each Count amount for a UOM, click Yes to close the dialog box, implement the change

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual122Adding Inventory from the Item Data FormThough quantity is usually added to inventory

Chapter 6Initializing the Warehouse123The Inventory Data form appears with a record already created for this item.The Inventory Data form displays the

xvViewing Transaction History ... 262Retrieving History Data ...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1246.Select the Do It button found along the bottom of the form to process your changes.O

Chapter 6Initializing the Warehouse125•The Customers form appears.• Customers: Enter the customer contact information in this section of the form.When

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual126Customers Form ButtonsThis form uses buttons to add, edit, delete, and process data:Ad

Chapter 6Initializing the Warehouse1272.Select the Add button found along the bottom of the Customers form. The form fields become enabled and the cur

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1285.When you are finished adding customer information, click the Save button found along

Chapter 6Initializing the Warehouse1293.Enter a Ship To ID for this customer in the Ship To ID field (the Ship To ID must be different than the Custom

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual13014.Enter any applicable comments about the shipping information in the Comments field.

Chapter 6Initializing the Warehouse131Managing Vendor InformationInformation about your vendors (i.e., suppliers) may be added to the appli-cation at

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual132Adding a New VendorTo enter a new vendor into the database, please refer to the steps

Chapter 6Initializing the Warehouse1332.Select the Add button found along the bottom of the Vendors form. The form fields become enabled and the curso

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manualxvi APPENDIX A: Database Maintenance ...319Ve

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual134Editing Vendor InformationTo edit vendor information, click the drop-down arrow found

135 CHAPTER 7Inventory ManagementWorking with Inventory InformationInventory Data Form ButtonsRetrieving Inventory DataAdding an Item to a LocationEdi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual136Working with Inventory InformationIntelliTrack WMS tracks item quantity, item location

Chapter 7Inventory Management137•Unit of Measure (UOM): if this feature is enabled in the System Options Form/Features tab, and is being used by the s

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual138Retrieving Inventory DataAt the Inventory Data form, you are able to review inventory

Chapter 7Inventory Management139If the Location criteria is selected, the retrieved data in the form lists the items stored in the location, the item’

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual140If you chose to add an Item # to a location, a new line is added in the form for this

Chapter 7Inventory Management141Editing an Item Quantity in a LocationTo edit an item quantity in a location, refer to the following steps:1. In the S

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual142Select Tools > Purge from the ribbon. The Purge form appears.In the Inventory secti

Chapter 7Inventory Management143Next, click the Update Inventory button to update the inventory at this site.2. The following message appears, asking

xviiPallet Flag Report ... 373Pallet Summary Report..

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1443.The On Hand quantity for the inventory is updated with the Invento-ried quantity for

Chapter 7Inventory Management145Let DownsTo convert an item’s unit of measure to a lower unit of measure, you need to perform a let down for the item’

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual146•Move Item form: The Let Down button becomes enabled when the item was selected to mov

Chapter 7Inventory Management1474.In the Let Down To section of the form, click the drop-down arrow in the Unit of Measure field, and select the UOM t

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1487.The Inventory Let Down form closes, and you are returned to the form from which you

Chapter 7Inventory Management149Move Item Form ButtonsThe Move Item form contains action buttons along the bottom of the form to process data. A brief

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual150the Serial # field beneath the Location field display the relevant infor-mation for th

Chapter 7Inventory Management151The Mass Move form appears.Mass Move Form ButtonsThe Mass Move form contains buttons along the bottom of the form to p

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1521.If recording a move that was performed by another operator, click the drop-down arro

Chapter 7Inventory Management153•When you are finished reviewing the information about the inven-tory included in the move, close the form by clicking

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User ManualxviiiNew Receiving Orders Report ...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual154Using PalletsPallets provide an alternate storage area for inventory. Because they are

Chapter 7Inventory Management155Build Pallet Form ButtonsThe Build Pallet form contains buttons along the bottom of the form to process data. A brief

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1562.If recording a transaction that was performed by another operator, click the drop-do

Chapter 7Inventory Management157tinue. If you do not want to select this location, choose No to close the dialog box and choose another location.9. In

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual158In the WMS application, a pallet move to a location is processed at the Move Pallet fo

Chapter 7Inventory Management159Using the Move Pallet FormTo record the inventory movement of a pallet that is moved to another location, use the Move

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual160pallet move, do not change any settings in the Move From section of the form. Next, se

Chapter 7Inventory Management161KittingIn IntelliTrack WMS, a “kit” represents a preset group of items, of varying quantities. Predetermined items tha

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual162Adding a New KitTo add a kit to WMS, refer to the following instructions:Warning: When

Chapter 7Inventory Management1634.In the Item # field, click the drop-down arrow. A drop-down menu list appears; select an item to be included in the

3PREFACEAbout this ManualThe WMS 8.1 InterfaceAction ConventionsMouse ActionsSelecting Ribbon OptionsClicking ButtonsChoosing a SettingQuery Boxes and

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual164

165 CHAPTER 8ReceivingIntroductionReceiving Order InformationReceiving Order Forms ButtonsAdding New Receiving OrdersReviewing Receiving OrdersPosting

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual166IntroductionIntelliTrack WMS accommodates receiving (i.e., incoming) orders in the wor

Chapter 8Receiving167•Carrier: delivery carrier.Record Information• Line Number: the line number for each order data record is displayed, thus allowin

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual168Bar Code LabelsOpens the Bar Code Labels form for the selected order.New Receiving Ord

Chapter 8Receiving169Adding New Receiving OrdersNew receiving orders are added to the system at the New Receiving Orders form. To reach the New Receiv

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual170The Order Date field defaults to the current date. To change the date, click in the Or

Chapter 8Receiving17111.Click the drop-down arrow in the UOM field and select the UOM from the drop-down menu list that appears. Press the <Enter&g

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1721.If multiple sites are being used, click the drop-down arrow in the Site field and se

Chapter 8Receiving173The Change Receiving Order form appears:1. Click the drop-down arrow in the Site field and select the desired site from the list

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User ManualiiSoftware License AgreementTHIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS I

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual4The WMS 8.1 InterfaceWMS 8.1 uses the Microsoft Access 2007 or 2010 runtime (*for Micro

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual174Ordered: The amount of the item that was ordered.Prior Rec: The number of order items

Chapter 8Receiving1753.If the order is open, a dialog box appears, asking you if you want this order to be closed. If the order is closed, a dialog bo

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual176If the order contains at least two line number items, a Delete Order dialog appears.Th

Chapter 8Receiving177sure you want to delete the selected item on this order. Click OK to continue deleting the selected line number item. The dialog

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual178

179 CHAPTER 9PickingIntroductionPicking Order InformationPicking Order Forms ButtonsAdding New Picking OrdersReviewing Picking OrdersPosting Changes t

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual180IntroductionPicking orders are outbound orders from your warehouse. IntelliTrack WMS a

Chapter 9Picking181•Customer: customer name or customer ID, as entered into the system at the Customers form. Customer information is required if the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual182•Location: site location where pick order item(s) will be/are stored.• Pallet: pallet

Chapter 9Picking183Do It Processes a picking order and clears the form.New Picking OrderChange Picking OrderHistory Opens the History form with this p

PrefaceAbout this Manual5When you open other application forms, they also appear in the Work Area of the screen as tabbed windows. To move between the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual184Adding New Picking OrdersA new picking order is entered at the New Picking Order form.

Chapter 9Picking185If you want to change the due date, enter the new due date in the Due Date field.4. Click the drop-down arrow in the Created By fi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual18610.Click the drop-down arrow in the Item # field and select the item # for the new pic

Chapter 9Picking187When the Review Picking Order form opens, it is blank. To view a specific picking order, you must select the order:1. If the multip

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual188Note: Changes cannot be made to the order while in the Review mode.4. When you are fin

Chapter 9Picking189When the form appears, it is blank. To edit a picking order, please refer to the instructions that follow.1. Click the drop-down ar

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual1907.To change the New Pick quantity: click in the New Pick field of an item and enter th

Chapter 9Picking191The picking order has been deleted from the system and the informa-tion on the form has been cleared.• Click the No button to cance

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual192Note: If you elect to delete the entire order, the Delete Order dialog closes and you

Chapter 9Picking193Viewing the Order’s HistoryNote: To view history information, the history feature must be enabled in the System Options form.The hi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual6Action ConventionsThis documentation uses action conventions to explain screen actions s

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual194•Tagging Orders for Waves• Creating a New Wave of Selected Orders• Assigning a Picker

Chapter 9Picking195TABLE 17. Manage Waves Form: ButtonsButton Description FunctionRetrieve Data Clears all data filters and retrieves all pick-ing ord

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual196Filtering Picking OrdersThe first step in creating a wave is to filter the picking ord

Chapter 9Picking197•Order #, Due Date, or Order Date, found in the Filter Viewed Data By area of the form:Order #: the pick order number. Click the ra

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual198•Wave: waves in the database. To sort orders by existing waves, click the drop-down ar

Chapter 9Picking1994.When you are finished reviewing the order item information, click the Close button found along the bottom of the Wave Order Items

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual200Tagging OptionsTo tag an order number, click in the Order # field, and then select one

Chapter 9Picking201Viewing Orders in the WaveAfter you have selected your wave criteria, and have retrieved picking orders based on your selection cri

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2023.Next, click the Assign button found next to Enter Wave field. The Wave number entere

Chapter 9Picking2033.Next, click the Assign button found beside the Select Picker field. The selected picker is entered in the Picker field of each ta

PrefaceAbout this Manual7> select the System Options selection in the ribbon. This will open the System Options form in the work area of the WMS ap

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2043.Enter the wave number to which you added the order(s) in the Enter Wave field and cl

Chapter 9Picking205—Or—click the Preview button found along the bottom of the form to preview the report. 3. After selecting print or preview, an opti

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual206Establishing ZonesImportant: The Zone feature is only available with the RF Profession

Chapter 9Picking207Working with the Zones FormUse the Zones form to manage your system zones. Transaction buttons reside along the bottom right of the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual208Adding a Zone A zone is a group of locations; it is implemented during the picking ord

Chapter 9Picking209All, Untag All, Invert Selection, Cancel, and Close buttons become enabled.4. Enter the zone’s name in the Zone field.5. If you wan

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual210To invert the location selections for the zone, click the Invert button.8. To save the

Chapter 9Picking2112.At the Zones form, your default site is automatically placed in the Site field. If you have enabled multiple sites, and have the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2125.You are able to change the zone description, information in the user defined fields,

Chapter 9Picking213The Zones form appears.2. At the Zones form, your default site is automatically placed in the Site field. If you have enabled multi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual8Note: The “transaction” buttons found in WMS forms are defined for each form individuall

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2145.Select the Delete button to remove the selected zone from the system. 6. A message a

215 CHAPTER 10Import and Export UtilityIntroductionReaching the Import Export UtilityUsing the Import Export UtilityFile MenuView MenuImporting and Ex

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual216IntroductionIntelliTrack WMS provides an Import Export utility to import data into its

Chapter 10Import and Export Utility2173.The top section of the main form contains a menu bar and the interface configuration settings. Caution: Do not

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual218View Menu Allows you to view the import and export text files and the error log.1. Cli

Chapter 10Import and Export Utility219Language: Choose the language preference by clicking the drop-down arrow in the Language field and selecting the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual220Help MenuClick Help > About to display the About form, which contains the version a

Chapter 10Import and Export Utility221Supported Import Export Utility File TypesWhen using the Import Export Utility for importing a data file, the fi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual222Selecting an InterfaceThe data fields available for importing data or exporting data v

Chapter 10Import and Export Utility223•The Field Name field displays the WMS fields with information that can be imported or exported.• If the box in

PrefaceAbout this Manual9Formatting ConventionsThis documentation uses formatting conventions to consistently describe forms, command entries, and key

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual224•Enter a position number in the Position field for each field that is included in the

Chapter 10Import and Export Utility225To configure the host picking interface, please refer to the following instructions:Note: The host system is res

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2265.Select the Do It button to process the Host Picking export. If the export is unsucce

Chapter 10Import and Export Utility2272.Set a time interval for automatically communicating with the Host Receiving system by entering an amount of ti

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual228The list of inventory fields available to be exported are displayed.2. Next, click the

Chapter 10Import and Export Utility229Click the Save button to apply the filter settings to the Inventory Export Interface template and close the Filt

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual230The list of fields available to be imported are displayed.2. Select the ellipsis (...)

Chapter 10Import and Export Utility231Exporting and Importing Item DataItem data may be exported from IntelliTrack WMS or imported into Intelli-Track

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual232and the unchecked Serialized Only and Kit Masters Only check boxes. You are able to fi

Chapter 10Import and Export Utility233The list of available fields for importing item data is displayed.2. Select the ellipsis button (...) by the Imp

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual10button names are set off in bold typeface: Form/Screen Items. Tools spe-cific to WMS ar

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual234Exporting and Importing Location DataLocation data may be exported from IntelliTrack W

Chapter 10Import and Export Utility235above, and the unchecked Location Hold Only check box. You are able to filter the following data:Site: To filter

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2362.Select the ellipsis button (...) by the Import filename field to navigate to the imp

Chapter 10Import and Export Utility237Exporting Picking Order DataTo export picking order data to a specified file:1. Click the drop-down arrow in the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual238radio button next to the Closed Only selection. To filter data by both open and closed

Chapter 10Import and Export Utility2391.Click the drop-down arrow in the Interface field and select Picking Import.2. Set the time interval, if desire

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual240Exporting and Importing Receiving Order DataBased on the configuration settings, the d

Chapter 10Import and Export Utility241Site: To filter receiving order data by a specific site, click the drop-down arrow in this field and select a Si

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual242Importing Receiving Order DataReceiving orders may be created from an external host th

Chapter 10Import and Export Utility243heading. Site and Vendor ID selection are available based on applica-tion option settings.5. If the Fixed Width

1 CHAPTER 1IntroductionIntelliTrack WMS Features and BenefitsRF StandardRF ProfessionalProduct FeaturesIntelliTrack WMS ArchitectureFirst Tier: Workst

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual244

245 CHAPTER 11WMS System MaintenanceIntroductionVerifying Database ConnectionIntelliTrack DatabaseSQL Server Logon InformationStrong Password Requirem

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual246IntroductionIntelliTrack WMS is a client server system using SQL Express or SQL Server

Chapter 11WMS System Maintenance247contains varied characters and is at least 8 characters long. For strong pass-word requirements, see “Strong Passwo

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual248To test the WMS database connection by using the DATA.UDL file, refer to the steps tha

Chapter 11WMS System Maintenance2493.The Data Link Properties screen appears. The Data Link Properties screen shows the database information that is c

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2504.To test the server and database connection for WMS, select the Test Connection butto

Chapter 11WMS System Maintenance251Connecting to the Database with SQL Server Management StudioSQL Server or SQL Express is an application that manage

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual252example below shows the WMS80 database expanded in the Object Explorer portion of the

Chapter 11WMS System Maintenance2533.In the 1. Select to enter a server name field, click the drop-down arrow and select the server name on which the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2IntelliTrack WMS Features and BenefitsWelcome to IntelliTrack WMS v8.1. Benefits of the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2547.Click OK to close the form.8. For the database connection changes to take effect, yo

Chapter 11WMS System Maintenance255restore.dat. The most recent backup file, backup.dat, found in the databackup folder in your WMS directory, is rest

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2563.Next, select the databackup folder in your IntelliTrack program directory (typically

Chapter 11WMS System Maintenance2575.In the databackup Properties window, select the Security tab to bring this portion to the front. If the name of y

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2587.In the Enter the Object Names area of the window, enter the service account name (ty

Chapter 11WMS System Maintenance25910.Click OK to close the databackup Properties window. Your databackup folder now has the necessary permissions to

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual260

261 CHAPTER 12HistoryIntroductionViewing Transaction HistoryRetrieving History DataHistory Data Displayed in the View History FormHistory ReportsInven

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual262IntroductionThe history option enables your system to continually monitor warehouse ac

Chapter 12History263Note: When the History form opens, the default site is selected, but no his-tory data is retrieved until you click the Go button.T

Chapter 1Introduction3RF ProfessionalProvides you with a cost-effective and feature-rich inventory management system, which is combined with a RF port

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual264Retrieving History DataHistory data is filtered, retrieved and viewed at the View Hist

Chapter 12History2653.To sort history data by location, click the drop-down arrow in the Loca-tion field and select the location from the list that ap

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual266•Pick Delete Order: deleted picking order transactions• Receive: receiving order trans

Chapter 12History26712.When you are finished viewing the history transactions, select Clear Filter to clear the filter selections.13. Select Close to

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual268History ReportsThe following history reports are available in the Select Reports form

Chapter 12History269and Item#, Description and Transaction Type, User ID, UOM, Alter-nate item # and Quantity, and Net Balance.• History by Item: List

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual270

271 CHAPTER 13QueriesWMS Standard QueriesQuerying Inventory Data by Item # or LocationQuerying Item Data by Category and by Kits

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual272WMS Standard QueriesIntelliTrack WMS contains two standard queries: the inventory quer

Chapter 13Queries2732.The default system site is automatically selected in the Site field. If multiple sites are enabled, you may change the site sett

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 WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual4Inventory Moves and TransfersMove item from one site or location to another site or loca

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2747.To close the form, click the Close button found along the bottom of the form.Queryin

Chapter 13Queries2752.To query items by category, click the drop-down arrow in the Category field, and select the category from the list that appears;

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2765.Click the Preview button found along the bottom of the form to view the item query i

277 CHAPTER 14Printing LabelsBar Code Label FeatureLabel Printer Required DriversPrinting and Previewing Item and Location LabelsPrinting Sequential N

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual278Bar Code Label FeatureYour WMS application contains the NiceLabel print-only bar code

Chapter 14Printing Labels279Printing and Previewing Item and Location LabelsTo preview and print bar code labels for inventory item data and for loca-

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual280Pallets: print a specified range of pallet labels in the label printing soft-ware appl

Chapter 14Printing Labels281Records To Print portion of the form and select the site from the sys-tem site list.10. Enter the amount of each label tha

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual2822.Select Sequential in the Label Type portion of the form. The Sequen-tial Label forma

Chapter 14Printing Labels2836.In the Increment field, enter the incremental increase of each label number after the starting number. Press the Tab key

Chapter 1Introduction5Replenishment Used with the portable data collection terminal for replen-ishing inventory. Directs you to move material from a b

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual284You must have the full version of NiceLabel software to create a new label and add it

Chapter 14Printing Labels285The New Label form appears. 5. Enter the label name in the field along the bottom of the form.6. Click the OK button to cl

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual286Editing an Existing Label FormatFor full label design capability (i.e., the ability to

Chapter 14Printing Labels287Item#/ Location: edit an existing item number/location label for a specified label size in the label printing software.Seq

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual288Printing Custom LabelsFor full label design capability (i.e., the ability to create an

Chapter 14Printing Labels289printing software, close the label and then close the label printing soft-ware. You are returned to the Bar Code Labels fo

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual290

291 CHAPTER 15ReportsIntroductionReaching the Select Reports FormInventory ReportsGenerating an Inventory ReportPicking ReportsGenerating a Picking Re

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual292IntroductionThe WMS reports are grouped into three types: inventory, picking, and rece

Chapter 15Reports293Inventory ReportsInventory reports track inventory levels and movement in your warehouse. Inventory reports available at the Selec

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual6IntelliTrack WMS ArchitectureIntelliTrack WMS is built on the three-tier architecture re

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual294History by Item Lists transaction history by item number for the item number range and

Chapter 15Reports295Inventory W/Pictures Contains the items in the system that have referenced image files. For these items, the report gives the item

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual296Pallet Flag Report This report summarizes item storage information for items at a site

Chapter 15Reports297Generating an Inventory ReportTo generate an Inventory report, refer to the following instructions:1. In the Select Reports form,

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual298includes Site and Transaction Date. Hence, you are able to limit the data pulled for t

Chapter 15Reports299In the Expiration Date field, click the calendar button in the From field and select a starting expiration date from the calendar

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual300Or, select the Preview button to preview the report onscreen.When you preview the repo

Chapter 15Reports301New Picking Orders This report lists the new picking orders and displays the following information about the order: order number,

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual302Picking History Lots/Dates by OrderShows picking order transaction history by picking

Chapter 15Reports303Picking Report with Bar CodesThis report lists comprehensive picking order and item information. Each order included in the report

Chapter 1Introduction7inventory adjustments, etc.) initiated in this first tier are sent to the second tier to be processed.Workstation ComponentsThe

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual304Generating a Picking ReportTo generate a Picking report, refer to the following instru

Chapter 15Reports305Note: The selection criteria fields for picking reports become enabled depending on the Picking report selected.In the Selection C

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual306•To include all order numbers in the report, leave the Order # From and To fields blan

Chapter 15Reports3075.When you are finished defining criteria, select the Print button to print the report to the default printer.Or, select the Previ

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual308New Receiving Orders The New Receiving Orders Report lists the new receiving orders an

Chapter 15Reports309Put-Away Report This report lists comprehensive receiving order and item information. Each order included in the report resides on

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual310Put-Away Sequence Report Lists the put-away sequence from lowest to highest for each l

Chapter 15Reports311Receiving Orders with Invalid VendorLists all receiving orders that contain invalid vendor information (such as orders that do not

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual312Generating a Receiving Report1. In the Select Reports form, click the radio button nex

Chapter 15Reports313If multiple sites are enabled in the System Options form/Features tab, click the drop-down arrow in the Site field and select the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual8Preparing Warehouse DataA warehouse operates within a dynamic environment in which mater

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual314•To include all receive dates in the report, leave the Receive Date From and To fields

Chapter 15Reports315Print Options While previewing the report onscreen, two print options are available in the IntelliTrack Report ribbon: print and q

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual316in the File name field, .pdf or .xps appears in the Save As type field. Click the Save

Chapter 15Reports317Adding the New Report to the Front End1. Select the data type of the report by clicking the radio button next to the desired repo

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3187.When you are finished adding the new report information, click the Save button found

319Appendix ADatabase MaintenanceVerifying Database ConnectionIntelliTrack DatabaseSQL Server Logon InformationTesting the Database Connection via the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual320Verifying Database ConnectionYour IntelliTrack application contains a database that st

Appendix ADatabase Maintenance321that it must be a strong password. A strong password meets the following requirements:1. Can’t contain the account n

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual322The screen example below shows the DATA.UDL file in the Check In-Out folder on a 32-bi

Appendix ADatabase Maintenance323Database Connection Test ExampleYou are able to easily test your IntelliTrack application’s database connec-tion by

Chapter 1Introduction9Defining ItemsDefine the items the warehouse contains. Typically, these items and descriptions are already defined in the system

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3244.To test the server and database connection for Check In-Out, select the Test Connect

Appendix ADatabase Maintenance3256.If the test connection fails, it is usually because the database cannot be located or the server name or logon inf

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3263.It contains the server name, authentication, and database name of your IntelliTrack

Appendix ADatabase Maintenance327Changing the Application Database ConnectionThe application database connection is set at application installation.

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3283.The server is found in the 1. Select to enter a server name field. (This is the SQL

Appendix ADatabase Maintenance329example for Check In-Out: DATACHE80, and then browsing or enter-ing the database name including the full path to it

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3302.In the Database portion of the Options window, click the Change Database button. The

Appendix ADatabase Maintenance331then browsing or entering the data file name, including the full path (example for 32-bit systems: C:\Program Files\

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual332•Select the radio button next to the Use Windows NT Integrated security option if you

Appendix ADatabase Maintenance333Database MaintenanceWe recommend backing up the database every day. Use SQL Server or an IntelliTrack Utility to bac

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual10Receiving AreaYour warehouse receiving area is the space allocated to accept, inspect,

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3343.Once you are connected, the IntelliTrack database appears in the Object Explorer por

Appendix ADatabase Maintenance3355.In the right-click menu, select Ta sk s > Back Up.6. The Back Up Database dialog appears. The General page is d

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3367.In the Back Up Database window, accept all the default settings in the Source and Ba

Appendix ADatabase Maintenance3379.The Destination area of the window is cleared.10. Next, select where you want the backup to go. Click the Add butt

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual33813.Click OK to close this window. You are returned to the Select Backup Destination wi

Appendix ADatabase Maintenance33914.In the Select Backup Destination dialog, click the OK button to close it. You are returned to the Backup Database

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual34016.In the Options portion of the Back Up Database window, in the Over-write Media port

Appendix ADatabase Maintenance34118.The database is backed up. (Note the default location of your database backup file; it is found in the Destinatio

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3423.Once you are connected, the IntelliTrack database appears in the Object Explorer por

Appendix ADatabase Maintenance3434.Select the IntelliTrack database that you want to restore and then right-click it. The right-click menu appears.5.

Chapter 1Introduction11The efficiency of the put-away process and the picking process is central to creating an effective storage layout process. Nume

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3446.The Restore Database window appears. It automatically selects the Destination and So

Appendix ADatabase Maintenance3459.The Specify Backup dialog appears. Click the Add button in the Spec-ify Backup dialog.10. The Locate Backup File w

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual34612.Click Ok to close the Specify Backup window. You are returned to the Restore Databa

Appendix ADatabase Maintenance34714.In the Select Page portion of the Restore Database window select the Options selection to view the Options portio

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual34816.If restoring a backup to the same database that the backup file came from, the Rest

Appendix ADatabase Maintenance34918.When the database is successfully restored, the following message appears onscreen.19. Click OK to close the mess

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3502.These utilities are found in your program folder:• For 32-bit systems:For 64-bit sys

Appendix ADatabase Maintenance3513.To create a backup, double-click the backup utility file backup.bat. A backup file of the database called backup.d

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual352From the Administrative Tools, select Services to reach the Services list.2. In the li

Appendix ADatabase Maintenance3534.Select Properties from the right-click menu. The databackup Proper-ties window appears.5. In the databackup Proper

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual12

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual3546.Click the Add button in order add the name of the network service account that SQL S

Appendix ADatabase Maintenance3558.Click OK to add the account to the Groups or user names area of the Security tab. The Select Users, Computers, or

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual35610.Click OK to close the databackup Properties window. Your databackup folder now has

357Appendix BSample Inventory ReportsAvailable Warehouse Space ReportBatch Cycle CountHistory by Date ReportHistory by Item ReportInventory by Categor

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual358Available Warehouse Space Report

Appendix BSample Inventory Reports359Batch Cycle Count

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual360History by Date Report

Appendix BSample Inventory Reports361History by Item Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual362Inventory by Category Report

Appendix BSample Inventory Reports363Inventory by Location Report

13 CHAPTER 2Getting StartedBasic Startup ProceduresUsing the ApplicationOpening the WMS Workstation ApplicationSecurity Ribbon OptionsExiting the Work

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual364Inventory by Lot, Expiration Date Report

Appendix BSample Inventory Reports365Inventory Item Detail Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual366Inventory Item Summary Report

Appendix BSample Inventory Reports367Inventory Reconciliation Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual368Inventory with Pictures Report

Appendix BSample Inventory Reports369Inventory with Negative Quantity Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual370Kit Maintenance Form Report

Appendix BSample Inventory Reports371Location Sequence Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual372Overstock Summary Report

Appendix BSample Inventory Reports373Pallet Flag Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manualivtions, will result in automatic termination of this license and will make available to

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual14Basic Startup ProceduresUpon installation, you are provided with sample data. Use WMS w

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual374Pallet Summary Report

Appendix BSample Inventory Reports375Primary Location Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual376Reorder Summary Report

Appendix BSample Inventory Reports377Replenishment Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual378Velocity Report–Picking

Appendix BSample Inventory Reports379Velocity Report–Receiving

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual380

381Appendix CSample Picking ReportsClosed Picking Orders ReportCustomer Records without Names ReportCustomer ReportNew Picking Order ReportOpen Pickin

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual382Closed Picking Orders Report

Appendix CSample Picking Reports383Customer Records without Names ReportLists all customer records in the system that do not contain a customer name.

Chapter 2Getting Started15WMS” on page 107. For more information about creating your physical inventory, please refer to Inventory Management, on page

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual384Customer Report

Appendix CSample Picking Reports385New Picking Order Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual386Open Picking Order Items Report

Appendix CSample Picking Reports387Open Picking Orders Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual388Packing List Report

Appendix CSample Picking Reports389Past Due Picking Orders Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual390Pick Sequence Report

Appendix CSample Picking Reports391Picking History Lots/Dates by Customer Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual392Picking History Lots/Dates by Item Report

Appendix CSample Picking Reports393Picking History Lots/Dates by Order Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual16Logging into the ApplicationLog into the application by clicking the drop-down arrow in

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual394Picking Order Differences Report

Appendix CSample Picking Reports395Picking Order Form Report (w/Serial Number)

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual396Picking Orders with Invalid Customer Report

Appendix CSample Picking Reports397Picking Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual398Picking Report with Bar Codes

Appendix CSample Picking Reports399Shipped Picking Orders Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual400Shipping InformationFor the specified picking order, the report lists the shipping det

Appendix CSample Picking Reports401Staged Wave Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual402UPS Packing List

Appendix CSample Picking Reports403Wave Report

Chapter 2Getting Started17The Login tab appears; you are logged out of the application.Change Password OptionTo change your password, click the Change

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual404

405Appendix DSample Receiving ReportsBackordered P.O.s ReportClosed Receiving Orders ReportNew Receiving Orders ReportOpen Receiving Order Items Repor

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual406Backordered P.O.s Report

Appendix DSample Receiving Reports407Closed Receiving Orders Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual408New Receiving Orders Report

Appendix DSample Receiving Reports409Open Receiving Order Items Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual410Open Receiving Orders Report

Appendix DSample Receiving Reports411Past Due Receiving Orders Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual412Put-Away Report

Appendix DSample Receiving Reports413Put-Away Report with Bar Codes

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual18Quit OptionTo exit the application, select the Quit option; the application closes.Exit

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual414Put-Away Sequence Report

Appendix DSample Receiving Reports415Received Orders Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual416Receiving History Lots/Dates by Item Report

Appendix DSample Receiving Reports417Receiving History Lots/Dates by Order Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual418Receiving History Lots/Dates by Vendor Report

Appendix DSample Receiving Reports419Receiving Order Differences Report

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual420Receiving Order Form w/Serial Number Report

Appendix DSample Receiving Reports421Receiving Orders with Invalid Vendor ReportLists all receiving orders that contain invalid vendor information (su

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual422Vendor Report

357GlossaryActual Quantity The actual quantity represents the prior pick or new pick quantity in a picking order or the prior receive or new receive q

Chapter 2Getting Started19The Dashboard contains queries that display information about your inven-tory. The following queries are available:• Top 10

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual358Cross Docking IntelliTrack WMS-RF supports cross docking during the put-away process.

359Extended Quantity The total individual item quantity in a location or site. (When using multiple units of measure, the extended quantity represents

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual360Location Sequencing Allows for efficient order picking and put away. Locations are ass

361Picking Order Outbound orders. Inventory is picked to fulfill the order.Portable Data Collection Terminal (PDT)RF portable device used to collect i

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual362RF Terminal An RF enabled wireless portable data terminal that uses the WMS RF server

363Unit of Measure Units of Measure define a base unit (each) of measure-ment, and then higher increments of the base unit such as carton, bundle, and

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual364

Index431IndexAAddingitem picture 112item to picking order 189item to receiving order 174kit 162picking order 184wave 201Applicationclosing 18logging i

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual432Data Link Properties 330Databasebackupvia SQL Server Management Studio 333backup and r

Index433Import Mapfor UPS WorldShip-WMS Integration 75activating 82Import-Export Utility 215exiting 217exporting inventory data 227exporting item data

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual20Precautions When Entering DataWarning: When entering data in the application, DO NOT US

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual434reviewing item data 108unit of measure 139Item Dataentering a new item by duplicating

Index435MMaintenanceback-end 254front-end 252, 331recommendations 245Materialestablishing flow 9in storage areas 10Menu bar 18Mouseusing xxviMouse Act

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual436Picking Datapurging 27Picking Export Interface 221Picking Import Interface 221Picking

Index437orders 174change 172new 169posting 172retrieve 172, 173review 171paperless 4prior received quantity 174quantityordered 174reports 307review 17

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual438database backup 333database connection 251, 325database restore 341Staged Wave Report

Index439adding 132associated with receiving order 166Vendor Datapurging 30Viewingerror log 218exported text files 218imported text files 218WWarehouse

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual440

21 CHAPTER 3Purging DataIntroductionSample DataReaching the Purge FormPurge Form ButtonsSelecting a SitePurging Inventory DataSitesItemsLocationsReord

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual22IntroductionThe Purge function manages application data by deleting old or obsolete inf

Chapter 3Purging Data23The Purge form contains five areas: Inventory, Picking Orders, Receiv-ing Orders, History, and Lookup Tables. Item, location, p

vLimitation Of LiabilityIN NO EVENT WILL INTELLITRACK, INC. BE LIABLE FOR ANY DAMAGES, INCLUDING LOSS OF DATA, LOST PROFITS, COST OF COVER OR OTHER SP

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual24Selecting a SiteMuch of the data you will purge will be within a chosen Site in the sys

Chapter 3Purging Data25Purging Inventory DataInventory data that may be purged, such as site(s), items, and locations, are found in the Inventory sect

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual26To delete reorder quantity information for the selected site, select the Reorder Quanti

Chapter 3Purging Data27Purging Picking Order DataPicking data is purged from the Picking Orders section of the Purge form. When you elect to purge pic

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual28Purging Receiving Order DataYou are able to purge receiving order data in the Purge for

Chapter 3Purging Data29Purging History DataInventory, picking, and receiving history records in the database are purged in the History section of the

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual30Purging Customers/Vendors DataCustomer and vendor records are not Site specific, hence

Chapter 3Purging Data31If you wish to clear your purge selections without closing the form, click the Clear Selections button.To close the purge form

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual32

33 CHAPTER 4System OptionsIntroductionSetting Company InformationEnabling System FeaturesSetting System OptionsEstablishing Order ParametersSetting Pi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manualvithis Agreement will continue in full force and effect. If you have any ques-tions, plea

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual34IntroductionBefore you begin using IntelliTrack WMS to track and manage your daily ware

Chapter 4System Options35Setting Company InformationWhen the System Options form opens, the Company tab is in the front. If you are viewing another ta

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual36Important: Be aware of the features included with your IntelliTrack WMS version. The fe

Chapter 4System Options37enabled, the underlying data is dated 1/1/30 (January 1, 1930). FIFO picking can also be enabled when the expiration date opt

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual38making them available as UOM selections in various forms in Intel-liTrack WMS. For more

Chapter 4System Options39Setting System OptionsIntelliTrack WMS options are set in the Options tab.Important: Options must be activated before use.1.

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual40system form name in the Title Bar of each WMS form. If this feature is not enabled, the

Chapter 4System Options41you must manually enter the desired entry into the desired field for data retrieval (instead of selecting it from a drop-down

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual42Note: If auto numbering is on, the order numbers will contain all numeric characters. T

Chapter 4System Options43Order options include:• Automate Order Numbering: When enabled, this option automates order numbering for picking and/or rece

viiContentsSoftware License Agreement... iiLicense ...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual44•To have the system automatically assign line numbers, mark the Auto-mate Line Numberin

Chapter 4System Options45Important: If security is not enabled, security rights are not enforced. • Security is not enabled at application startup. Be

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual46•The system Admin user has rights to add users and assign user tasks. In addition, the

Chapter 4System Options47assign system users, but do not want to use passwords, leave the password and confirm fields blank.4. In the Password field,

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual481.From the Security tabbed area of the System Options form, select the User ID that you

Chapter 4System Options49User Tasks User tasks refer to basic WMS actions, that are performed every day by the system. By enabling security and adding

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual503.You are finished assigning tasks to this user and may assign tasks to another user.4.

Chapter 4System Options511.To select the language for form titles, click the option button next to the desired choice in the Language section of this

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual52your in-house terminology. Additionally, the data dictionary is used to retain foreign

Chapter 4System Options53•Error Messages: Displays application generated error messages that are available for translation.• User Tasks: Displays titl

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User ManualviiiDefining Storage Locations ...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual54•User Titles: This field allows you to change a selected form title, field name, or for

Chapter 4System Options554.When you are finished viewing all the record information about the form title, click the Close button to exit the Forms Usi

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual562.To define the User1 field in the Item Data form/User Defined tab, select Tools > S

Chapter 4System Options574.Select the user defined field that you want to define from the list (in this case, we have selected ItemData User 1). When

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual58

59 CHAPTER 5LookupsIntroductionCarrierAdding a CarrierEditing a CarrierDeleting a CarrierShipping MethodAdding a Shipping MethodEditing a Shipping Met

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual60IntroductionIntelliTrack WMS Lookups help you accurately track site, item, and inven-to

Chapter 5Lookups61that you deal with for delivery and shipment of goods at this table. To add, edit, or delete a carrier from the Carrier Lookup table

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual62Editing a CarrierCarriers are edited at the Carrier lookup table. To edit a carrier ent

Chapter 5Lookups63Shipping MethodA “shipping method” represents a delivery method by the carrier. For example, UPS “next day air” is a shipping method

ixPurging History Data ... 29Purging Lookup Data...

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual643.Press the <Tab> key to advance to the Method field.4. Enter the new delivery me

Chapter 5Lookups65Unit of MeasureA unit of measure (UOM) allows you to measure the amount of an item in the database in a structured and distinct unit

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual66Adding a Unit of MeasureNote: In order to add a unit of measure to the system, the Mult

Chapter 5Lookups67Editing a Unit of MeasureFrom the Unit of Measure lookup table:Warning: When entering data in the application, DO NOT USE special ch

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual68Category A category refers to the types of items stocked in your warehouse facility. In

Chapter 5Lookups69Editing a CategoryFrom the Category lookup table:Warning: When entering data in the application, DO NOT USE special characters or qu

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual70Site A “Site” refers to a warehouse. The warehouse(s) in the application data-base are

Chapter 5Lookups713.Click the Add button found along the bottom of the form.4. The cursor is placed in the bottom row of the form. Enter the new Site

INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1User Manual72From the Sites lookup table:1. Click in the Site line whose name you want to edit.2. Ed

Chapter 5Lookups73Setting Site PrivilegesIf you have multiple Sites entered into the database, you are able to assign how to access the Sites in the I