Intellitrack Check In/Out 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 CHECK IN-OUT V7.0User ManualxxAdding a Model ...

INTELLITRACK CHECK IN-OUT V7.0User Manual72IntroductionIntelliTrack Check In-Out lookups help you accurately track site, item, and inventory data by m

Chapter 5Lookups73edit, or delete a manufacturer from the Mfr form, please refer to the sec-tions that follow.You are able to add a new manufacturer t

INTELLITRACK CHECK IN-OUT V7.0User Manual74The cursor appears in the field above the manufacturer list. The Save and Undo buttons found in the bottom

Chapter 5Lookups756.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button to exit the

INTELLITRACK CHECK IN-OUT V7.0User Manual76If you want to cancel editing this entry, click the Undo button.4. To save the changes to the entry, click

Chapter 5Lookups775.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button to close th

INTELLITRACK CHECK IN-OUT V7.0User Manual783.The form has been reset and is ready for more transactions. When you are finished at this form, click the

Chapter 5Lookups79The Model form appears.Adding a ModelTo add a new entry to the Model form, please refer to the instructions below.Warning: When ente

INTELLITRACK CHECK IN-OUT V7.0User Manual80(If you want to cancel adding this entry, click the Undo button.)3. Click the Save button to place the new

Chapter 5Lookups81Editing a ModelTo edit a model entry in the Model form, please refer to the instructions that follow.Warning: When entering data in

Table of ContentsxiAdding Items Manually ...118Item Data Form

INTELLITRACK CHECK IN-OUT V7.0User Manual823.Edit the entry in this field.(If you want to cancel your change to the entry, click the Undo button.4. Wh

Chapter 5Lookups836.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button to close th

INTELLITRACK CHECK IN-OUT V7.0User Manual84CategoryA category refers to the types of items or goods stocked in your facility. A category could be rela

Chapter 5Lookups85Adding a CategoryTo add a category to the Categories form, please refer to the instructions that follow.Warning: When entering data

INTELLITRACK CHECK IN-OUT V7.0User Manual86The field clears and the newly added category is now part of the Cate-gory list.4. The form has been reset

Chapter 5Lookups872.Next, click the Change button.The category will appear in the field above the Category list. Edit the category entry.(To cancel th

INTELLITRACK CHECK IN-OUT V7.0User Manual884.The form has been reset and is ready for more transactions. When you finished at this form, click the Clo

Chapter 5Lookups89ConditionA condition describes the state of the equipment, goods, or products that are tracked in the application. They are maintain

INTELLITRACK CHECK IN-OUT V7.0User Manual90Adding a ConditionTo add an entry to the Condition form, please refer to the instructions below:Warning: Wh

Chapter 5Lookups914.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button.Editing a C

INTELLITRACK CHECK IN-OUT V7.0User ManualxiixiiChecking In Item IDs ...

INTELLITRACK CHECK IN-OUT V7.0User Manual922.Next, click the Change button.3. The condition will appear in the field above the Condition list. Edit th

Chapter 5Lookups935.The condition will appear in the Condition list with the changes in place.6. The form has been reset and is ready for more transac

INTELLITRACK CHECK IN-OUT V7.0User Manual94into the Sites form, be sure to assign the default site, site viewing privi-leges, and site modification pr

Chapter 5Lookups953.Click the Add button found along the bottom of the form.4. The cursor appears in the field above the Site list. Enter the new site

INTELLITRACK CHECK IN-OUT V7.0User Manual966.The field clears and the newly added site is now part of the Site list.7. The form has been reset and is

Chapter 5Lookups97Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashes, dots and space

INTELLITRACK CHECK IN-OUT V7.0User Manual98To cancel your changes, click the Undo button.4. Click the Save button to save your changes to the entry.5.

Chapter 5Lookups99DepartmentA department refers to a specialized division of your organization (i.e., Accounting Department, Engineering Department).

INTELLITRACK CHECK IN-OUT V7.0User Manual100Adding a DepartmentTo add a department to the department form, please refer to the steps that follow.Warni

Chapter 5Lookups101(To cancel adding this entry, click the Undo button.4. Click the Save button to save the new entry to the list. The field clears an

Table of ContentsxiiiCustom Import ... 197Export

INTELLITRACK CHECK IN-OUT V7.0User Manual102Editing a DepartmentTo edit a department in the Dept form, please refer to the steps below:Warning: When e

Chapter 5Lookups103Click the Undo button to cancel the change to the department entry.4. Click the Save button to save your changes.The field clears a

INTELLITRACK CHECK IN-OUT V7.0User Manual104Deleting a DepartmentTo delete a Department from the Dept list, please refer to the steps below:1. From th

Chapter 5Lookups1052.The Accounts form appears:3. Click the Add button found along the bottom of the form to place the form in the Add mode. The curso

INTELLITRACK CHECK IN-OUT V7.0User Manual106The field clears and the new entry is placed in the list.6. The form has been reset and is ready for more

Chapter 5Lookups1073.Edit the entry in this field.To cancel the change, click the Undo button.4. To save the changes to the entry, click the Save butt

INTELLITRACK CHECK IN-OUT V7.0User Manual108Deleting the AccountTo delete an account entry in the Accounts form, please refer to the instructions that

Chapter 5Lookups109Adding a Unit of MeasureTo add a unit of measure (UOM) to the Measure form, please refer to the instructions below.Warning: When en

INTELLITRACK CHECK IN-OUT V7.0User Manual110If you want to cancel adding this entry, click the Undo button to remove it from the field.6. To save the

Chapter 5Lookups111Editing a Unit of MeasureTo edit a unit of measure, please refer to the instructions below.Warning: When entering data in the appli

INTELLITRACK CHECK IN-OUT V7.0User ManualxivxivMicrosoft ActiveSync v4.0 and higher ... 239Setting

INTELLITRACK CHECK IN-OUT V7.0User Manual1123.When you are finished editing the entry, click the Save button to save the change.The field clears and t

113 CHAPTER 6Initializing the SystemInitializing the System 114Creating Locations Manually 114Reaching the Location Data Form 115Adding a Location to

INTELLITRACK CHECK IN-OUT V7.0User Manual114Initializing the SystemOnce you have set up your system options and lookups, you are ready to add location

Chapter 6Initializing the System115Use the Location Data form to list all locations, and to add, delete and change location data. Each location contai

INTELLITRACK CHECK IN-OUT V7.0User Manual116Adding a Location to a SiteTo add location data, complete the following steps:Warning: When entering data

Chapter 6Initializing the System117Changing Location InformationTo change location data, complete the following steps:1. Open the Location form and se

INTELLITRACK CHECK IN-OUT V7.0User Manual118Adding Items ManuallyWarning: When entering data in the application, DO NOT USE special characters or quot

Chapter 6Initializing the System119Item Data Form ButtonsThe Item Data form uses “transaction” buttons to perform data processing. The buttons are fou

INTELLITRACK CHECK IN-OUT V7.0User Manual120Adding an Item to the DatabaseWarning: When entering data in the application, DO NOT USE special character

Chapter 6Initializing the System1214.The cursor is placed in the Item# field. Enter the item number in this field. Press the <Tab> key to advanc

Table of ContentsxvMessages... 286Renaming a Caption

INTELLITRACK CHECK IN-OUT V7.0User Manual122individual item ID or check out detail information, such as rental cost or due date. The consumable item q

Chapter 6Initializing the System123•Enter the Rental and Check Out period in the top half of the Check Out Items screen. Press TAB until you reach the

INTELLITRACK CHECK IN-OUT V7.0User Manual124available to all users, the image can be referenced by all users from this directory on the Item Data form

Chapter 6Initializing the System1254.Click the Open button. The IntelliTrack navigation window closes, and the image is imported into the Item Data fo

INTELLITRACK CHECK IN-OUT V7.0User Manual126Storing Reorder Quantity RangesYou are able to set a reorder quantity, a minimum quantity, and a maximum q

Chapter 6Initializing the System127Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashe

INTELLITRACK CHECK IN-OUT V7.0User Manual1284.Enter the item number in the Item# field, and if applicable, enter an alternate item number in the Alt N

Chapter 6Initializing the System1294.The message closes and you are returned to the Item Data form. The form clears and the item is deleted from the s

INTELLITRACK CHECK IN-OUT V7.0User Manual130Note: Inventory can also be created for consumable or both consumable/check out item definitions by follow

Chapter 6Initializing the System131Adding Check Out Item# Detail DataCheck Out item information is added at the Check Out Item Detail form. To add che

INTELLITRACK CHECK IN-OUT V7.0User Manualxvixvi CHAPTER 19: CE Check In-Out ...337Introduction ..

INTELLITRACK CHECK IN-OUT V7.0User Manual132Use the Check In Time field to enter a check in time for the item. This field is used as a reference only,

Chapter 6Initializing the System133•Week: select this option to charge rent by the week.• Month: select this option to charge rent by the month.Charge

INTELLITRACK CHECK IN-OUT V7.0User Manual134•Last Calib Date: if a calibration transaction is performed on this item ID, the transaction date is autom

Chapter 6Initializing the System135This form contains contact information for customers or employees. You are able to search your data by ID, Name, or

INTELLITRACK CHECK IN-OUT V7.0User Manual136Adding New Employee or Customer InformationWarning: When entering data in the application, DO NOT USE spec

Chapter 6Initializing the System137Enter customized information is the user defined fields, if you are using them. Press the <Tab> key to advanc

INTELLITRACK CHECK IN-OUT V7.0User Manual138more information, please refer to “Precautions When Entering Data” on page 26.To edit employee/customer in

139 CHAPTER 7Managing InventoryWorking with Inventory Information 140Location/Item# and Item#/Location FormButtons 142Location/Item# Form 143Viewing

INTELLITRACK CHECK IN-OUT V7.0User Manual140Working with Inventory InformationIntelliTrack Check In-Out tracks item status for check out items (i.e.,

Chapter 7Managing Inventory141•Item#/Location Form: To reach the Item#/Location form, select the Manage tab > from the Inventory portion of the Man

Table of ContentsxviiOverview... 382Com

INTELLITRACK CHECK IN-OUT V7.0User Manual142Location/Item# and Item#/Location Form ButtonsThe Location/Item# form and the Item#/Location form contain

Chapter 7Managing Inventory143Location/Item# Form The Location/Item# form provides a method of viewing and editing loca-tions and the items stored in

INTELLITRACK CHECK IN-OUT V7.0User Manual1443.To reference this transaction with an Order# or Move Reference#, enter the data in the Job/Ref# field an

Chapter 7Managing Inventory145Changing Quantity and Lot InformationTo edit a consumable item inventory record found in the Location/Item# form, please

INTELLITRACK CHECK IN-OUT V7.0User Manual1462.A dialog box appears, asking you if you want to add inventory to this location:3. To continue adding inv

Chapter 7Managing Inventory1477.Click the Do It button to process this transaction and reset the Item at Location form or click the Close button to p

INTELLITRACK CHECK IN-OUT V7.0User Manual148Moving an Individual Consumable ItemYou are able to reach the Move Item form via the Item#/Location form.

Chapter 7Managing Inventory149The item is automatically placed in the Item# field, the Site is automat-ically placed in the Site field, the Location i

INTELLITRACK CHECK IN-OUT V7.0User Manual150Note: A check out item is moved at the Move Check Out Item form. Please refer to “Moving a Check Out Item”

Chapter 7Managing Inventory151Adding an Item to a LocationTo add an existing item to a location from the Item#/Location form, com-plete the following

INTELLITRACK CHECK IN-OUT V7.0User ManualxviiixviiiInventory by Category Report...

INTELLITRACK CHECK IN-OUT V7.0User Manual152Moving a Check Out ItemA check out item’s normal location may be moved at the Move Check Out Item form.1.

Chapter 7Managing Inventory1537.In the To portion of the form, select the Site (if you are using multiple sites) and Location to which you want to mo

INTELLITRACK CHECK IN-OUT V7.0User Manual154To perform a “mass move” (moving all items in one location to another location) of inventory, refer to the

Chapter 7Managing Inventory155Check Out Items check box, a dialog box appears asking you if you want to change the Normal Location for this check out

INTELLITRACK CHECK IN-OUT V7.0User Manual1562283.book Page 156 Thursday, July 9, 2009 11:26 AM

157 CHAPTER 8Checking Items In and OutChecking Out Item IDs 158Performing Check Out 158Checking In Item IDs 161Performing Item ID Check In 161Retirin

INTELLITRACK CHECK IN-OUT V7.0User Manual158Checking Out Item IDsUse the Check Out form to manage your check out transactions for check out items and

Chapter 8Checking Items In and Out159Select the company or name to populate report fields based on the data input during the Customer/Employee setup (

INTELLITRACK CHECK IN-OUT V7.0User Manual160Note: When the Customer or Employee have past due items, the Past Due button toggles the Past Due display

Chapter 8Checking Items In and Out161Note: Since ItemID, Cust/Emp ID, Name and Company are user defin-able titles, these prompts will change if you ch

xixPREFACEAbout This DocumentationThe DMS 7 Interface xxAction Conventions xxiiMouse Actions xxiiSelecting Command Tabs xxiiiProcessing Transactions i

INTELLITRACK CHECK IN-OUT V7.0User Manual1623.Select a site from the Site List pull-down list where the item(s) being checked in will be put-away.The

Chapter 8Checking Items In and Out163Note: If there are past due items associated with the item being checked in, the Past Due button toggles the Past

INTELLITRACK CHECK IN-OUT V7.0User Manual1646.To check in additional items, press ENTER or TAB until you reach the next line and repeat steps 3-4. 7.

Chapter 8Checking Items In and Out1653.Select the label format and click the Preview button to preview the selected bar code; click the Print button t

INTELLITRACK CHECK IN-OUT V7.0User Manual1662.Select the Item ID to be checked in to the normal location; OR,Enter a new item ID in the ItemID field a

Chapter 8Checking Items In and Out167Select or enter an item number for the Item ID in the Item# field. If you enter a new Item #, another dialog box

INTELLITRACK CHECK IN-OUT V7.0User Manual168Press Yes to add the location. (You can only select or define new loca-tions for the currently selected s

Chapter 8Checking Items In and Out1692.The Maintenance and Calibration form appears.3. By default, the default site is listed in the Site List field;

INTELLITRACK CHECK IN-OUT V7.0User Manual17013.Next, select the item’s location by clicking the drop-down arrow in the Location field and selecting th

Chapter 8Checking Items In and Out1713.The transaction number is automatically placed in the Tran# field. Today’s date is automatically placed in the

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

INTELLITRACK CHECK IN-OUT V7.0User ManualxxThe DMS 7 InterfaceDMS 7 uses the Microsoft Access 2007 runtime. The application has adopted the changes fo

INTELLITRACK CHECK IN-OUT V7.0User Manual17212.When you finished reserving the check out item IDs, select the Do It button to process the reservation.

Chapter 8Checking Items In and Out173Next, click the Do It button to unreserve the item; the form clears and is ready to process a new reservation tra

INTELLITRACK CHECK IN-OUT V7.0User Manual1743.The default site is automatically placed in the Site List field; if you are able to view and modify site

Chapter 8Checking Items In and Out175Retiring Items from the Retire Form The “Retire” function is used to remove check-out items from active sta-tus.

INTELLITRACK CHECK IN-OUT V7.0User Manual1764.Click the Do It button found along the bottom of the form to process the transaction and reset the Retir

177 CHAPTER 9Issuing and Receiving ItemsStock Issue 178Perform Issues 178Receipts 179Perform Receipts 180Receive/Check In Inventory Data 181Receive In

INTELLITRACK CHECK IN-OUT V7.0User Manual178Stock IssueUse Stock Issue to dispense consumable items to individuals, jobs or departments. IntelliTrack

Chapter 9Issuing and Receiving Items179Enter the job or order number in the Job/Order# field and press TAB.3. Enter a value in the Department field an

INTELLITRACK CHECK IN-OUT V7.0User Manual180Perform ReceiptsThe main difference between Check In-Out’s Receipts function and the Stock Issues, is that

Chapter 9Issuing and Receiving Items1817.Enter the quantity received into the put-away location and press TAB.8. Enter any (optional) comments in the

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

INTELLITRACK CHECK IN-OUT V7.0User Manual1823.Enter the job or order number in the Order# field. Press TAB.4. Select a department in the Department fi

Chapter 9Issuing and Receiving Items183Repeat steps 2-6 and press Do It to enter a new order. Click the Close button to process the data and return to

INTELLITRACK CHECK IN-OUT V7.0User Manual1842.In the Label Quantity portion of the form:Select the Qty Received/Issued option if you want to print the

185 CHAPTER 10Import-ExportReaching the Import and Export Options 186Importing Inventory Data 186Additional Importing Information 187Import File Type

INTELLITRACK CHECK IN-OUT V7.0User Manual186Reaching the Import and Export OptionsImporting and exporting asset inventory data adds a flexibility to t

Chapter 10Import-Export187Additional Importing InformationTo use the standard IntelliTrack import feature for importing item data, you must use a deli

INTELLITRACK CHECK IN-OUT V7.0User Manual188Import File Type ExamplesWhen you import files into IntelliTrack via the standard import function, make su

Chapter 10Import-Export189Note: Field headings are not required for delimited files. IntelliTrack Check In-Out assumes the order of the fields is: ITE

INTELLITRACK CHECK IN-OUT V7.0User Manual190AB3135332423, 6, PAPER CLIPS No comma is required in the unused fields occurring after the first three fie

Chapter 10Import-Export191Note: Data must be in the following order: Item#, Qty, Description, Unit Cost, Category, Minimum Qty, Maximum Qty, Reorder Q

INTELLITRACK CHECK IN-OUT V7.0User ManualxxiiWhen you want to close a tabbed window, click on it to bring it to the front and click the Close button f

INTELLITRACK CHECK IN-OUT V7.0User Manual192A message appears explaining this option and the requirements for the import file. To continue, select Ye

Chapter 10Import-Export1937.After the file is imported into the application, close and reopen any application forms to refresh the data.8. Assign the

INTELLITRACK CHECK IN-OUT V7.0User Manual1942.A dialog box appears that provides information on the compare pro-cess. Review it; if you want to run an

Chapter 10Import-Export1955.Browse to the location of your import file and select the file to import.6. Click the Open button to generate the comparis

INTELLITRACK CHECK IN-OUT V7.0User Manual1961.Select Import Command Tab > Import Command Set > Append option from the ribbon to import an existi

Chapter 10Import-Export197Custom ImportCustom importing requires a full version of Microsoft Access. Use the Custom Import feature to import any file

INTELLITRACK CHECK IN-OUT V7.0User Manual198All tables from the DATACHE7.ACCDB are located at the end of the list.3. Select the folder in which to sav

199 CHAPTER 11View/Analyze DataViewing Inventory Feature 200Sorting on a Specific Field 201History 201Viewing History Reports 202Running a Standard Ap

INTELLITRACK CHECK IN-OUT V7.0User Manual200Viewing Inventory FeatureYou are able to view a listing of all the item numbers in worksheet form at the I

Chapter 11View/Analyze Data201Sorting on a Specific FieldTo sort the information found in this form, please refer to the instructions that follow:1. P

PrefaceAbout This Documentationxxiii•Double-click: Double-clicking is used to initiate (or open) an applica-tion. When instructed to double-click in t

INTELLITRACK CHECK IN-OUT V7.0User Manual2022.The History Details form appears. From the History Detail form, select the site (if activated) to view h

Chapter 11View/Analyze Data2033.In the Reports list area of the form, scroll to find the two history reports that are available: the History by Date R

INTELLITRACK CHECK IN-OUT V7.0User Manual2042.Scroll through the list to the History by Date Report selection and select it.3. Next, click the Select

Chapter 11View/Analyze Data2055.The default site is automatically entered in the Site List field. If Sites are enabled, you may select a site from the

INTELLITRACK CHECK IN-OUT V7.0User Manual2068.To print a copy of the report, click the Print button from the History Pick Dates criteria form; the rep

Chapter 11View/Analyze Data2072.Scroll through the report list and select History by Item Report.3. Select the Criteria button.4. The History by Item

INTELLITRACK CHECK IN-OUT V7.0User Manual2085.To preview the report onscreen, click the Preview button. The report appears onscreen. It may be viewed,

Chapter 11View/Analyze Data209ries included with Check In-Out (for information on adding custom que-ries, refer to “Customizing IntelliTrack” on page

INTELLITRACK CHECK IN-OUT V7.0User Manual2102.Select the query to run from the following selections:Check Out/Item# or Item ID: select this option to

Chapter 11View/Analyze Data2114.Each query, when viewed onscreen contains various options, which are found in the process button to the bottom right o

INTELLITRACK CHECK IN-OUT V7.0User ManualxxivThe Location form appears in the Work Area as a tabbed window:Processing Transactions in Check In-OutYou

INTELLITRACK CHECK IN-OUT V7.0User Manual212Item Data: click the Print button to print the query to the default printer or click the Close button to c

Chapter 11View/Analyze Data213Location/Items: click the Print button to print the query to the default printer or click the Close button to close the

INTELLITRACK CHECK IN-OUT V7.0User Manual214Reports Check In-Out contains several pre-formatted reports. Use these reports to manage inventory. Genera

Chapter 11View/Analyze Data215View or Print Check In-Out ReportsDefine a set of criteria before viewing or printing most of the Check In-Out reports.1

INTELLITRACK CHECK IN-OUT V7.0User Manual2163.Many of the reports permit the definition of a set of criteria by defining Item#, ItemID, Date, Customer

Chapter 11View/Analyze Data217report onscreen. When you preview the report onscreen, print options for the report area are also available there. In ad

INTELLITRACK CHECK IN-OUT V7.0User Manual218Note: In order to export the report in .PDF format, you must have the PDF Add-On for Microsoft Office 2007

219 CHAPTER 12Using Bar CodesBar Code Label Feature 220Label Printer Required Drivers 220Creating a New Label Format 221Editing an Existing Label For

INTELLITRACK CHECK IN-OUT V7.0User Manual220Bar Code Label Feature The Check In-Out application contains a print-only bar code engine. The Bar Code La

Chapter 12Using Bar Codes221Creating a New Label FormatFor full label design capability, the Check In-Out application integrates with the NiceLabel ap

PrefaceAbout This DocumentationxxvChoosing a SettingMany forms contain check boxes and/or radio buttons next to selection options; you are often instr

INTELLITRACK CHECK IN-OUT V7.0User Manual2224.Click the New button found along the bottom of the form.The New Label form appears.5. Enter the label na

Chapter 12Using Bar Codes223Editing an Existing Label FormatFor full label design capability, the Check In-Out application integrates with the NiceLab

INTELLITRACK CHECK IN-OUT V7.0User Manual2244.Select the label format that you want to edit from the Label List to the right. 5. Click the Edit button

Chapter 12Using Bar Codes2258.When you are finished editing the label file in the label printing soft-ware, save your changes to the label and close t

INTELLITRACK CHECK IN-OUT V7.0User Manual226Item #: Use the print function to print a specified range of Check In-Out item labels in the label printin

Chapter 12Using Bar Codes227The records available for label printing are found in the record list por-tion of the form. Use the Shift key or the Ctrl

INTELLITRACK CHECK IN-OUT V7.0User Manual228Note: IntelliTrack, Inc. supports Zebra Label printers. The bar code labels initiated in the Check In-Out

Chapter 12Using Bar Codes2295.In the Increment field, enter the incremental increase of each label number after the starting number. Press the Tab ke

INTELLITRACK CHECK IN-OUT V7.0User Manual230Printing Custom LabelsFor full label design capability, the Check In-Out application integrates with the N

231 CHAPTER 13CE Batch SetupWorkstation and CE Batch Portable DatabaseCommunication 232CE Batch Setup Requirements 233Internet Information Services (I

INTELLITRACK CHECK IN-OUT V7.0User Manualxxvi•Press the TAB key to move forward between cells, fields or selections.• Use the SHIFT+TAB key combinatio

INTELLITRACK CHECK IN-OUT V7.0User Manual232Workstation and CE Batch Portable Database CommunicationThe workstation application is the IntelliTrack ap

Chapter 13CE Batch Setup233Important:Be sure your handheld device is an IntelliTrack supported device. For a complete list of supported IntelliTrack h

INTELLITRACK CHECK IN-OUT V7.0User Manual2343.Microsoft® ActiveSync or Windows Mobile Device Center for Vista: An application used by the handheld dev

Chapter 13CE Batch Setup2356.Microsoft® SQL Server Compact Edition: a database engine used on the handheld device to run the IntelliTrack Check In-Out

INTELLITRACK CHECK IN-OUT V7.0User Manual2363.From the selections that appear in the right pane of the window, select Programs.4. The Program options

Chapter 13CE Batch Setup2371.After you turn on the IIS Web Management Tools features, turn on the IIS World Wide Web Services features from the Window

INTELLITRACK CHECK IN-OUT V7.0User Manual238Please be aware of the system requirement for the Microsoft ActiveSync version; it can be found in the Qui

Chapter 13CE Batch Setup239Microsoft ActiveSync v4.0 and higherIn the Microsoft ActiveSync application, click File > Connection Set-tings. The Conn

INTELLITRACK CHECK IN-OUT V7.0User Manual240the handheld according to the instructions that came with your handheld device. If a partnership is alread

Chapter 13CE Batch Setup241a partnership between the computer and the handheld according to the instructions that came with your handheld device. If a

PrefaceAbout This DocumentationxxviiKeyboard KeysThe following is a brief description of the keyboard keys referred to in this manual. These keys are

INTELLITRACK CHECK IN-OUT V7.0User Manual242Center software, Windows Active Directory Authentication, Microsoft SQL Server, and Microsoft SQL Server C

Chapter 13CE Batch Setup243•IIS Account: an administrative tool that your handheld device or PDT uses to communicate with the database. • IIS Anonymou

INTELLITRACK CHECK IN-OUT V7.0User Manual244Option 1 Considerations 1. Works in both a domain and workgroup network environment.2. Recommended when us

Chapter 13CE Batch Setup245Warning:This RDA setup option does not work with MSDE. You must use SQL Server or SQL Express with this RDA setup option.Op

INTELLITRACK CHECK IN-OUT V7.0User Manual246RDA Setup Option 3This option uses two computers; the IntelliTrack workstation application and ActiveSync

Chapter 13CE Batch Setup247Option 3 Considerations1. Works in a domain and workgroup environment. This option is recom-mended for a workgroup environm

INTELLITRACK CHECK IN-OUT V7.0User Manual248Warning:This RDA setup option does not work with MSDE. You must use SQL Server or SQL Express with this RD

Chapter 13CE Batch Setup249name}/sqlcesa35.dll. For more information about the Sync URL setting in the Batch Synchronization Utility, please refer to

INTELLITRACK CHECK IN-OUT V7.0User Manual250Manually Configuring IIS in Windows Vista Operating SystemsIf you use a Remote Data Access configuration i

Chapter 13CE Batch Setup2514.In the navigation pane of the window, select the Web Service Exten-sions folder. The Web Service Extensions options appea

INTELLITRACK CHECK IN-OUT V7.0User ManualxxviiiReseller Technical SupportAnother excellent source for technical assistance and information is an autho

INTELLITRACK CHECK IN-OUT V7.0User Manual2529.Next, click the OK button to close the New Web Service Extensions window and return to the Web Services

Chapter 13CE Batch Setup2531.Go to Control Panel > Administrative Tools and open Internet Information Services (IIS) Manager.2. In the left pane, s

INTELLITRACK CHECK IN-OUT V7.0User Manual254•If SQL Server Compact Edition does not exist, right-click on the empty space; a context-sensitive menu ap

Chapter 13CE Batch Setup2557.In the Name column, ISAPI-dll should be displayed. If it exists, verify the settings by selecting ISAPI-dll and selecting

INTELLITRACK CHECK IN-OUT V7.0User Manual256sqlcesa35.dll; it appears in the Filename field. Click the Open button to set the network path for the sql

Chapter 13CE Batch Setup25712.In the Request Restrictions window, click the Verbs tab to bring this portion to the front. In the Specify the verbs are

INTELLITRACK CHECK IN-OUT V7.0User Manual25814.Click OK to close the window.15. When the ISAPI-dll mappings are complete, set the handler permis-sions

Chapter 13CE Batch Setup259Reaching the Batch Synchronization UtilityNote: The Batch Synchronization Utility is reached through the worksta-tion appli

INTELLITRACK CHECK IN-OUT V7.0User Manual260Upon startup, the Send Data portion of the Utility is to the front.Sync URL SettingThe Sync URL setting is

Chapter 13CE Batch Setup261The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path to the remote

1 CHAPTER 1IntroductionOverview 2Program Requirements 2Using Microsoft Access with Check In-Out 2Installation and Activation 3Upgrading the v5.1 and v

INTELLITRACK CHECK IN-OUT V7.0User Manual262“Manually Configuring IIS in Windows Vista Operating Systems” on page 250.3. Verify that the Sync URL sett

263 CHAPTER 14Installing CE BatchInstalling the Batch Portable Application on theHandheld Device 264Opening the Batch Portable Application 267Configur

INTELLITRACK CHECK IN-OUT V7.0User Manual264Installing the Batch Portable Application on the Handheld DeviceThe CE Batch Portable application interfac

Chapter 14Installing CE Batch265When you are ready to continue, click Next.7. The License Agreement window appears. Read the terms of the agree-ment,

INTELLITRACK CHECK IN-OUT V7.0User Manual266The Batch Portable application contains two types of installations: Full and Custom. • To install all four

Chapter 14Installing CE Batch267Scanning Control Libraries Specific to your Hardware Manufac-turer: used with the handheld device.9. Next, click the I

INTELLITRACK CHECK IN-OUT V7.0User Manual268Configuring the ITI Registration Application PoolThis section applies to the Windows Vista Operating Syste

Chapter 14Installing CE Batch2693.Select ITIRegistration and right-click to display the right-click menu.4. At the right-click menu, select Manage App

INTELLITRACK CHECK IN-OUT V7.0User Manual2705.In the Advanced Settings window, note the highlighted application pool: Application Pool in the General

Chapter 14Installing CE Batch271pool is the ITIRegistration application pool). Once the ITIRegistration Application Pool is selected, right-click to v

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 CHECK IN-OUT V7.0User Manual2OverviewThe IntelliTrack Check In-Out v7.0 SQL software is designed to be used with portable or fixed statio

INTELLITRACK CHECK IN-OUT V7.0User Manual27210.After you have configured the application pool to true, stop the applica-tion pool processes by selecti

Chapter 14Installing CE Batch27312.When you have restarted the process, you are finished configuring the ITIRegistration Application Pool. Close the I

INTELLITRACK CHECK IN-OUT V7.0User Manual2742283.book Page 274 Thursday, July 9, 2009 11:26 AM

275 CHAPTER 15CE Batch Utility PreferencesPreferences Tab 276Localization Options 277Batch Portable Application 277Renaming Captions in the Batch Por

INTELLITRACK CHECK IN-OUT V7.0User Manual276Preferences Tab CE Batch Utility options for language localization and upload processing are set in the Pr

Chapter 15CE Batch Utility Preferences277Localization OptionsThe Localization feature allows you to configure text in the CE Batch Por-table Applicati

INTELLITRACK CHECK IN-OUT V7.0User Manual278All default captions may be customized.MessageA message refers to dialog box messages found in the CE Batc

Chapter 15CE Batch Utility Preferences2792.Next, in the left pane of the form, select Batch Portable Application from the menu tree.3. In the left pan

INTELLITRACK CHECK IN-OUT V7.0User Manual280The right pane of the form contains four data columns:Form Name: lists the object name for the form in the

Chapter 15CE Batch Utility Preferences281Double-click inside the column heading to sort the information. Each time you double-click, the sort order wi

Chapter 1Introduction3access to all forms, reports, queries, macros and tables that are part of the IntelliTrack system.Installation and ActivationPle

INTELLITRACK CHECK IN-OUT V7.0User Manual2829.Click the Send button found in the bottom right corner of the form to send the caption changes to the Ba

Chapter 15CE Batch Utility Preferences2832.Next, in the left pane of the form, select Batch Portable Application from the menu tree.3. Underneath the

INTELLITRACK CHECK IN-OUT V7.0User Manual284Double-click inside the column heading to sort the information. Each time you double-click, the sort order

Chapter 15CE Batch Utility Preferences2859.Click the Send button found in the bottom right corner of the form to send the message changes to the Batch

INTELLITRACK CHECK IN-OUT V7.0User Manual286MenuA menu refers to a menu name and menu option in the DMS Batch Syn-chronization Utility’s menu bar. For

Chapter 15CE Batch Utility Preferences287Renaming a Caption in the Batch UtilityTo rename a caption in the CE Batch Synchronization Utility, please re

INTELLITRACK CHECK IN-OUT V7.0User Manual2882.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. Undernea

Chapter 15CE Batch Utility Preferences289data that you want to sort. An arrow is visible, indicating that the col-umn has been selected. (In the examp

INTELLITRACK CHECK IN-OUT V7.0User Manual2902.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. In the l

Chapter 15CE Batch Utility Preferences291The right pane of the form contains three data columns:Menu Name: Lists the object name for the menu options

INTELLITRACK CHECK IN-OUT 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)

INTELLITRACK CHECK IN-OUT V7.0User Manual292Double-click inside the column heading to sort the information. Each time you double-click, the sort order

Chapter 15CE Batch Utility Preferences2932.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. In the left

INTELLITRACK CHECK IN-OUT V7.0User Manual294Message Name: lists the message name for the message in the Batch Synchronization Utility.Default Message:

Chapter 15CE Batch Utility Preferences295Double-click inside the column heading to sort the information. Each time you double-click, the sort order wi

INTELLITRACK CHECK IN-OUT V7.0User Manual296Upload Processing PreferencesTo specify which records are automatically added to the workstation data-base

Chapter 15CE Batch Utility Preferences297Processing Mode: choose type of processing (process all records, return on each error) when uploading records

INTELLITRACK CHECK IN-OUT V7.0User Manual298cessing Mode section of the form by selecting one of the following options:Process All Records: Processes

Chapter 15CE Batch Utility Preferences299The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path

INTELLITRACK CHECK IN-OUT V7.0User Manual300If you do not see this screen appear in your web browser, your Sync URL setting is set incorrectly. You mu

301 CHAPTER 16CE Data TransferOverview 302Sending Data to the Batch Portable Application 302Sending Information from the Batch PortableApplication to

Chapter 1Introduction5By default, the Data Source field points to your current application directory.4. Click the Browse button (...) to navigate to t

INTELLITRACK CHECK IN-OUT V7.0User Manual302OverviewWhen you synchronize your data, the data that is sent from the workstation database to the handhel

Chapter 16CE Data Transfer3031.From the DMS Batch Synchronization Utility, click the Send Data tab in the Main form to bring this portion of the form

INTELLITRACK CHECK IN-OUT V7.0User Manual3046.You may select a location range to send to the handheld device via the From and To fields. To send all o

Chapter 16CE Data Transfer305To send a range of item numbers, click the drop-down arrow in the From field and select the first item number in the rang

INTELLITRACK CHECK IN-OUT V7.0User Manual30615.When data is sent to the handheld device, the Batch Portable applica-tion automatically closes, if it i

Chapter 16CE Data Transfer30719.From the Main screen, select the Batch Portable application to open it. The application will contain the newly sent da

INTELLITRACK CHECK IN-OUT V7.0User Manual3082.Click the Receive Data button. A message appears, telling you to check confirm that your handheld device

Chapter 16CE Data Transfer3094.If the Batch Portable application is open on the handheld device, it automatically closes and the data sync begins. Sta

INTELLITRACK CHECK IN-OUT V7.0User Manual310Each record is listed individually. From the Upload Processing tab, the uploaded data may be previewed and

Chapter 16CE Data Transfer311•To view the data by transaction type, click the drop-down arrow in the Transaction Type field and select the transaction

INTELLITRACK CHECK IN-OUT V7.0User Manual67.When the correct data file is entered in the Data Source field of the Restore Wizard form, click the Right

INTELLITRACK CHECK IN-OUT V7.0User Manual3123.The selected record(s) are deleted from the record detail portion of the form.Processing the Uploaded Da

Chapter 16CE Data Transfer313Process All RecordsIf you have selected Process All Records processing, please refer to the steps below to process your r

INTELLITRACK CHECK IN-OUT V7.0User Manual314message box. The error log opens automatically. It contains the record/records that could not be processed

315 CHAPTER 17CE Batch PortableIntroduction 316Opening the Batch Portable Application 316Logging In 316Logging Out 318Setting Batch Portable Applicati

INTELLITRACK CHECK IN-OUT V7.0User Manual316IntroductionThe CE Batch Portable Application resides on the handheld device. It sup-ports physical invent

Chapter 17CE Batch Portable317If you sent security data to the Batch Portable application, the Batch Porta-ble application security settings are the s

INTELLITRACK CHECK IN-OUT V7.0User Manual318Note: Depending on the device you use the menu may appear at the top of the screen.• The menu bar options

Chapter 17CE Batch Portable319Setting Batch Portable Application OptionsThe Batch Portable application is used to perform inventory counts and invento

INTELLITRACK CHECK IN-OUT V7.0User Manual3205.Mark the Delete Data on HH After Upload check box to purge data automatically on the handheld after succ

Chapter 17CE Batch Portable321The view data options appear.• Sites: To view all site data found in the Batch Portable application data-base, tap View

Chapter 1Introduction7Site: mark this check box to upgrade all sites in the database.Location: mark this check box to upgrade all locations and sites

INTELLITRACK CHECK IN-OUT V7.0User Manual322The locations in the Batch Portable application are listed in the screen by site.The total location record

Chapter 17CE Batch Portable323Tap the ok button in the top right corner of the screen to close the screen and return to the Main screen.• Inventory: T

INTELLITRACK CHECK IN-OUT V7.0User Manual324The total amount of records are displayed in the Record Count field.To delete a specific record, select th

Chapter 17CE Batch Portable325•Collected Data: To view the collected data in the Batch Portable appli-cation, tap View > Collected Data from the me

INTELLITRACK CHECK IN-OUT V7.0User Manual326A message box appears, asking you if you want to proceed with purging all collected data on the handheld.S

Chapter 17CE Batch Portable327•The batch portable application must be licensed and activated in order to transfer data to the workstation application.

INTELLITRACK CHECK IN-OUT V7.0User Manual3282283.book Page 328 Thursday, July 9, 2009 11:26 AM

329 CHAPTER 18Managing CE InventoryIntroduction 330Counting Physical Inventory 330Moving Inventory 3322283.book Page 329 Thursday, July 9, 2009 11:

INTELLITRACK CHECK IN-OUT V7.0User Manual330IntroductionThe Batch Portable application on the handheld device supports the fol-lowing asset inventory

Chapter 18Managing CE Inventory3313.Select the type of Inventory: Consumables or CheckOut Items.Consumables work with physical inventories (check out

INTELLITRACK CHECK IN-OUT V7.0User Manual8Database Connection SettingThe database is connected to the application at the Data Link Properties form. To

INTELLITRACK CHECK IN-OUT V7.0User Manual3326.Enter the item number for the consumable item in the Item # field or the Item ID for check out items in

Chapter 18Managing CE Inventory333•Moving check out inventory will prompt for item IDs that are not checked out. Item IDs that are checked out are ass

INTELLITRACK CHECK IN-OUT V7.0User Manual334To move check out items, select the CheckOut Items option from the Move menu. The Move-CheckOut Items scre

Chapter 18Managing CE Inventory335For a check out move, enter the Item ID to be moved in the Item ID field.If you add a new item ID, the system will p

INTELLITRACK CHECK IN-OUT V7.0User Manual33611.Repeat steps 2-10 until you have completed all move transactions.12. Click the ok button to return to t

337 CHAPTER 19CE Check In-OutIntroduction 338Checking In Items 338Checking Out Inventory 340Retiring Check Out Items 3432283.book Page 337 Thursday,

INTELLITRACK CHECK IN-OUT V7.0User Manual338IntroductionYou are able to check in “checked out” items, check out items, and retire check out inventory

Chapter 19CE Check In-Out3393.Enter the unique item ID in the Item ID field.No quantity entry is required because it is always assumed to be a quantit

INTELLITRACK CHECK IN-OUT V7.0User Manual3404.If the item ID exists in the system, the Site field is automatically recog-nized by the system to be the

Chapter 19CE Check In-Out341Note: The entries on screens throughout the application may be scanned or keyed. If drop-down boxes are available, entries

Chapter 1Introduction9base name: option by entering the logical database name (for example, DATACHE7), and then browsing or entering the data file nam

INTELLITRACK CHECK IN-OUT V7.0User Manual342If the item ID is new, a dialog box appears notifying you that the item ID was not found and asking you if

Chapter 19CE Check In-Out343will appear in the Recent Transaction grid found towards the bottom of the screen.10. Repeat steps 2-9 until you have comp

INTELLITRACK CHECK IN-OUT V7.0User Manual3443.Enter the unique item ID in the Item ID field. (No quantity entry is required, because it is always assu

Chapter 19CE Check In-Out345•Enter the site associated with the item ID in the Site field.• Enter the location associated with the item ID in the Loca

INTELLITRACK CHECK IN-OUT V7.0User Manual3462283.book Page 346 Thursday, July 9, 2009 11:26 AM

347 CHAPTER 20CE Batch Issues and ReceiptsIntroduction 348Issuing Inventory 348The Receipt Process 3502283.book Page 347 Thursday, July 9, 2009 11:

INTELLITRACK CHECK IN-OUT V7.0User Manual348IntroductionIssuing removes items from your inventory. During the Issue process, the items that are remove

Chapter 20CE Batch Issues and Receipts3493.From the Location tab, enter the appropriate site or use the default site if it was selected and it is the

INTELLITRACK CHECK IN-OUT V7.0User Manual350The Receipt ProcessReceipts add items to the inventory. During the Receipt process, items can be returned

Chapter 20CE Batch Issues and Receipts3515.If you are associating a job or order number with the order, enter the job or order number in the Job/Order

INTELLITRACK CHECK IN-OUT V7.0User Manual102.These utilities are found in your program folder:C:\Program Files\IntelliTrack\DMS\Check In Out\7.0\backu

INTELLITRACK CHECK IN-OUT V7.0User Manual3522283.book Page 352 Thursday, July 9, 2009 11:26 AM

353 CHAPTER 21CE Data SearchingOverview 354Searching for Sites 354Searching for Locations 356Searching for Items 358Searching for Inventory By Locatio

INTELLITRACK CHECK IN-OUT V7.0User Manual354OverviewThe Find function in the CE Batch Portable Application enables you to search for site location:• T

Chapter 21CE Data Searching355To search for a specific site, enter the site in the Site field. (To remove the entry in the Site field, tap the Clear b

INTELLITRACK CHECK IN-OUT V7.0User Manual3562.Next, tap the Find button to process the site data search.The site or sites that match the search parame

Chapter 21CE Data Searching3572.If you are using multiple sites and downloaded all sites to the Batch Portable Application, or if you added new sites/

INTELLITRACK CHECK IN-OUT V7.0User Manual358To search for location by a partial data string, enter the data in the Location field and mark the Partial

Chapter 21CE Data Searching359Items may be searched by item number or by description. To search for items by item number, click the drop-down arrow in

INTELLITRACK CHECK IN-OUT V7.0User Manual360To search for all descriptions, select to search by description and leave the search selection field blank

Chapter 21CE Data Searching361Searching by Site and LocationTo search for inventory by location data by location, please refer to the instructions bel

Chapter 1Introduction112.In the list of Services, locate SQL Server (MSSQL). This listing con-tains a Log On As entry. This is the name of the Service

INTELLITRACK CHECK IN-OUT V7.0User Manual362To search for inventory by location by a specific location, enter the location in the Location field.To se

Chapter 21CE Data Searching363The Find Inventory By Location screen appears.2. If you are using multiple sites and have multiple sites in the Batch Po

INTELLITRACK CHECK IN-OUT V7.0User Manual364To search for inventory by location by all item numbers for the selected site, leave the Item # field blan

Chapter 21CE Data Searching3652.If you are using multiple sites and have multiple sites in the Batch Por-table Application database, you may search by

INTELLITRACK CHECK IN-OUT V7.0User Manual366The Find Inventory By Location screen appears.2. If you are using multiple sites and have multiple sites i

Chapter 21CE Data Searching3671.In the Find screen, tap the drop-down arrow in the Find field and select Inventory By Location from the list that appe

INTELLITRACK CHECK IN-OUT V7.0User Manual368Searching for DepartmentsYou are able to search for departments via the Find function.1. In the Find scree

Chapter 21CE Data Searching369To search for a specific customer, enter the customer in the Customer field. (To remove the entry in the Customer field,

INTELLITRACK CHECK IN-OUT V7.0User Manual370To view the collected data transactions in the Batch Portable Application, please refer to the steps below

Chapter 21CE Data Searching371arrow in the Site field and select the site by which you want to search inventory.3. To view the Physical Inventory tran

INTELLITRACK CHECK IN-OUT V7.0User Manualiv30-Day Guarantee; DisclaimerIf the SOFTWARE is inoperable due to any defects in the media on which the SOFT

INTELLITRACK CHECK IN-OUT V7.0User Manual124.Select Properties from the right-click menu. The databackup Proper-ties window appears.5. In the databack

INTELLITRACK CHECK IN-OUT V7.0User Manual3722283.book Page 372 Thursday, July 9, 2009 11:26 AM

373Appendix AData StructureData Tables 374Site 374Inventory Table 374Inventory by Location Table 376Bin Location Table 378tblCheck Table 378Field Type

INTELLITRACK CHECK IN-OUT V7.0User Manual374Data TablesThis section contains information about the site, inventory, inventory by location, bin locatio

Appendix AData Structure375ALT_NO No Text 25 Alternate Part NumberItem Image No Text 255 Image Location for ItemMO_USG No Currency 8 Monthly Usage = H

INTELLITRACK CHECK IN-OUT V7.0User Manual376Inventory by Location TableUSER23 No Number Long IntegerUser Defined Field 23USER24 No Date/Time 8 User De

Appendix AData Structure377The Inventory by Location Table holds actual quantity, sites and locations. Shows where items are stored.Lot Yes/PKey Text

INTELLITRACK CHECK IN-OUT V7.0User Manual378Bin Location TableDefinition table for Locations where items can be stored. Can be different for each site

Appendix AData Structure379Field TypesFollowing is a brief summary of the field types and size settings for fields associated with your database table

INTELLITRACK CHECK IN-OUT V7.0User Manual380 TABLE 17. Data Type SettingsField Type Size SettingsField Types Size SettingsText (Default) Text up to 25

381Appendix BCompact InstructionsOverview 382Compacting the Workstation Application File 3822283.book Page 381 Thursday, July 9, 2009 11:26 AM

Chapter 1Introduction137.In the Enter the Object Names area of the window, enter the service account name (typically this is called Network Service) a

INTELLITRACK CHECK IN-OUT V7.0User Manual382OverviewWhen you install IntelliTrack Check In-Out v7.0 SQL, a Compact utility is created, for the worksta

383Appendix CMicrosoft Access IntegrationIntroduction 384Full Access Import 384Import Access Inventory Data 385Query Import Data – Site Table 387Query

INTELLITRACK CHECK IN-OUT V7.0User Manual384IntroductionMS Access is a powerful and flexible database management system. A full version of MS Access 2

Appendix CMicrosoft Access Integration385Before importing the inventory data into a Check In-Out system, exit the Check In-Out environment and enter t

INTELLITRACK CHECK IN-OUT V7.0User Manual3864.Click the Open button; the File Open window closes and you are returned to the Get External Data dialog.

Appendix CMicrosoft Access Integration387At the prompt for data storage, select In a New Ta ble. Click Next.In the next window, specify the details of

INTELLITRACK CHECK IN-OUT V7.0User Manual3889.An Append dialog appears; click the drop-down arrow in the Table Name field and select the Sites table.

Appendix CMicrosoft Access Integration38911.Place the cursor in the BINLOC field and select BINLOC from the drop-down list.12. Select Results > Run

INTELLITRACK CHECK IN-OUT V7.0User Manual39010.Close the query; a dialog box appears prompting you to save the design of the query. Click Yes and sav

Appendix CMicrosoft Access Integration391Query Import Data – Inventory by Location TableTo transfer the imported inventory by location data into the I

INTELLITRACK CHECK IN-OUT V7.0User Manual14and you are returned to the databackup Properties window\Security tab.9. Select the account name in the Gro

INTELLITRACK CHECK IN-OUT V7.0User Manual392Exporting DataTo export data in MS Access, complete the following steps:1. Specify the table or query cont

Appendix CMicrosoft Access Integration3938.Open the Modules table and find the ModuleID value for your appli-cation.9. Open the ModuleReports table an

INTELLITRACK CHECK IN-OUT V7.0User Manual394Adding QueriesTo display the query form in the queries list complete the following steps:1. Select Tools &

395Appendix DCustomizing IntelliTrackCautions when Customizing IntelliTrack 3962283.book Page 395 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual396Cautions when Customizing IntelliTrackIf you have the appropriate version of Microsoft Access, you can mod

Appendix DCustomizing IntelliTrack397file to another directory and import the custom objects from the copied file into the updated version of Check In

INTELLITRACK CHECK IN-OUT V7.0User Manual3982283.book Page 398 Thursday, July 9, 2009 11:26 AM

399Appendix E Bar Code SymbologyBar Code Symbology Characteristics 4002283.book Page 399 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual400Bar Code Symbology CharacteristicsTable 19, “Bar Code Symbology,” on page 400 summarizes the characteris-t

401Appendix FSample ReportsCalibration and Maintenance Due Report 403Check In/Out Inventory Details Report 404Check In/Out Inventory Summary Report 40

Chapter 1Introduction15Portable Bar Code Reader SupportYour application includes a CE Batch Portable application that interfaces with the workstation

INTELLITRACK CHECK IN-OUT V7.0User Manual402Rental Cost by Order # Report 432Reorder Report 433Reservations by Cust/Emp ID Report 434Retired Items Rep

Appendix FSample Reports403Calibration and Maintenance Due Report2283.book Page 403 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual404Check In/Out Inventory Details Report2283.book Page 404 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports405Check In/Out Inventory Summary Report2283.book Page 405 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual406Past Due Item ID Report2283.book Page 406 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports407Checked Out Items by Cust/Emp ID Report2283.book Page 407 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual408Checked Out Items by Department Report2283.book Page 408 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports409Checked Out Items by Order # Report2283.book Page 409 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual410Cust/Emp ID Report2283.book Page 410 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports411Cust/Emp ID Receipt by Order # Report2283.book Page 411 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual16Please refer to the following chapters in this manual for CE Batch applica-tion setup and usage instruction

INTELLITRACK CHECK IN-OUT V7.0User Manual412History by Date Report2283.book Page 412 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports413History by Item # Report2283.book Page 413 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual414Inventory by Category Report2283.book Page 414 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports415Inventory by Location Report2283.book Page 415 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual416Inventory by Lot/Exp Date Report2283.book Page 416 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports417Inventory Item # Detail2283.book Page 417 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual418Inventory Summary Report2283.book Page 418 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports419Inventory with Pictures Report2283.book Page 419 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual420Inventory, Negative Quantity Report2283.book Page 420 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports421Issue Number Report2283.book Page 421 Thursday, July 9, 2009 11:26 AM

17 CHAPTER 2Getting StartedBasic Startup Procedures 18Using the Application 19Logging into the Application 19Using the Security Ribbon Options 20Loggi

INTELLITRACK CHECK IN-OUT V7.0User Manual422Issue Transactions Report2283.book Page 422 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports423Maintenance/Calibration by Item ID Report2283.book Page 423 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual424Overstock Summary Report2283.book Page 424 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports425Receipt Number Report2283.book Page 425 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual426Receipt Transactions Report2283.book Page 426 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports427Reconciliation Report2283.book Page 427 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual428Rental Billing by Transaction # Report2283.book Page 428 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports429Rental Cost by Account Report2283.book Page 429 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual430Rental Cost by Cust/Emp ID Report2283.book Page 430 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports431Rental Cost by Department Report2283.book Page 431 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual18Basic Startup ProceduresUpon installation, you are provided with sample data. Use IntelliTrack DMS Check In

INTELLITRACK CHECK IN-OUT V7.0User Manual432Rental Cost by Order # Report2283.book Page 432 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports433Reorder Report2283.book Page 433 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual434Reservations by Cust/Emp ID Report2283.book Page 434 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports435Retired Items Report2283.book Page 435 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual436Usage by Check Out Item Report2283.book Page 436 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports437Usage by Consumable Item Report2283.book Page 437 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual438Usage by Demand Report2283.book Page 438 Thursday, July 9, 2009 11:26 AM

Appendix FSample Reports439Usage by Department Report2283.book Page 439 Thursday, July 9, 2009 11:26 AM

INTELLITRACK CHECK IN-OUT V7.0User Manual4402283.book Page 440 Thursday, July 9, 2009 11:26 AM

Index441IndexAAccess Levelssecurity 49Accountlookup table 104Activationsecurity 48ActiveSyncrequired setting for CE Batch 237Addingitems to inventor

Chapter 2Getting Started19Using the ApplicationBefore you set system options and enter any data, it is a good idea to become familiar with the worksta

INTELLITRACK CHECK IN-OUT V7.0User Manual442renaming a message in the CE Batch Portable Application 282renaming ia caption n batch utility 287require

Index443Bin Location Table 378Field Type 379Inventory By Location 376Numeric Fields 380tblCheck Table 378Databaseconnection settings for multi-us

INTELLITRACK CHECK IN-OUT V7.0User Manual444Item IDadding for check out item 133Item Numberviewing item data 143KKeysPC keyboard xxviiENTER key xx

Index445system setup 38time format 42Overviewof Check In-Out 2PPasswordadding for user 54changing 20changing for user 57Physical Inventoryin CE B

INTELLITRACK CHECK IN-OUT V7.0User Manual446procedure for issuing items 178Symbology Summary Chart 400Sync URLsetting in IIS Configuration 260, 298

INTELLITRACK CHECK IN-OUT V7.0User Manual20Using the Security Ribbon OptionsThe Security ribbon options in the Manage tab include Logout, Change Passw

Chapter 2Getting Started21You are able to change your password by selecting the Change Password option. When you select this option, the Change Passwo

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

INTELLITRACK CHECK IN-OUT V7.0User Manual22Using the DashboardAfter you log into the application, the Dashboard appears. It is the default window and

Chapter 2Getting Started23To print a query to your default printer, select it from the dashboard’s query list and then click the Print button. (If the

INTELLITRACK CHECK IN-OUT V7.0User Manual24If a selection in the Command Set appears to be grayed out, it means that the option is not available, or t

Chapter 2Getting Started25Do It! Run or process the data files.Duplicate Duplicate existing record.Edit Edit or modify the data record.Filter Select s

INTELLITRACK CHECK IN-OUT V7.0User Manual26Precautions When Entering Data Warning: When entering data in the application, DO NOT USE special character

Chapter 2Getting Started27brackets, asterisk, ampersand, tilde, pound sign, per cent sign, caret sign, etc. If you use these special characters when y

INTELLITRACK CHECK IN-OUT V7.0User Manual282283.book Page 28 Thursday, July 9, 2009 11:26 AM

29 CHAPTER 3Purging DataIntroduction 30A Note About Sample Data 30Reaching the Purge Ribbon Options 30Purging Uploaded Physical Inventory Data 31Purgi

INTELLITRACK CHECK IN-OUT V7.0User Manual30IntroductionThe Purge function manages application data by deleting old or obsolete information from the ap

Chapter 3Purging Data31The Purge options include:• History• Uploaded Inventory• Select from All Data• Lookup Tables• Empty Locations• Retire DataPurgi

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INTELLITRACK CHECK IN-OUT V7.0User Manual32History data is deleted by date range. To delete history data, please refer to the steps below.1. Select Hi

Chapter 3Purging Data333.Next, click the drop-down arrow in the To Date field to set the ending date for the purge date range 4. Click the Do It butto

INTELLITRACK CHECK IN-OUT V7.0User Manual345.To purge Location data, mark the Location check box.6. When you mark the Location check box, the Check Ou

Chapter 3Purging Data35Purging Empty LocationsIf your system uses lots and/or expiration dates, the database may build up a number of locations with 0

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37 CHAPTER 4SetupIntroduction 38System Setup 38Entering Company Information 40Setting System Options 41Setting International Options 43Setting Pull D

INTELLITRACK CHECK IN-OUT V7.0User Manual38IntroductionBefore you begin using IntelliTrack DMS Check In-Out to assist with stor-ing, tracking, and man

Chapter 4Setup39TABLE 2. Setup Form ButtonsButton Function DescriptionCompany SetupClick this button to bring the Company Infor-mation portion of this

INTELLITRACK CHECK IN-OUT V7.0User Manual40Entering Company Information When you choose Setup from the Tools options, the Company Information form app

Chapter 4Setup41Setting System OptionsSystem options are set in the Options portion of the form. To set system options, please refer to the instructio

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

INTELLITRACK CHECK IN-OUT V7.0User Manual42Use 24 Hour Times: The time format displayed here must match the time format set in the Windows Regional Se

Chapter 4Setup43Note: The pictures feature uses Object Linking and Embedding (OLE) technology for display and editing. Image files are imported into t

INTELLITRACK CHECK IN-OUT V7.0User Manual44•Select the system language option from the choices available:English: the default system languageFrancais:

Chapter 4Setup45Important:Do not change the date format for your PC (control panel; Regional/Date settings) while Check In-Out is running. To change t

INTELLITRACK CHECK IN-OUT V7.0User Manual46•Pull Down: select this option to view the item or location selections in a pull down list.• Auto Expand: s

Chapter 4Setup47View all Sites: view and modify the default site data only; view all site data at the History form.View and Modify All Sites: view and

INTELLITRACK CHECK IN-OUT V7.0User Manual48•Import/Export options• Inventory options• Check In option• Issues option• Receipts option• Retire option•

Chapter 4Setup491.Select Tools Command Tab > Setup Command Set > Setup.2. When the setup form appears, select the Options button.3. The Options

INTELLITRACK CHECK IN-OUT V7.0User Manual50database, look at the history records, and perform any other function that does not change the data.)Note:

Chapter 4Setup512.Place the access level in the Level column next to the Description col-umn.Important:You do not have to assign all nine levels of ac

INTELLITRACK CHECK IN-OUT V7.0User ManualviiiviiiUpgrading the v5.1 and v5.2 Database ...

INTELLITRACK CHECK IN-OUT V7.0User Manual52User Access LevelsEveryone who will use the system should be entered as a system user. Important:The user a

Chapter 4Setup53TABLE 3. Security Access LevelsUser Access Level DescriptionLevel 1 (Full Administrator Access)A Level 1 user has full access to the e

INTELLITRACK CHECK IN-OUT V7.0User Manual54Adding UsersTo add a new user to the system, refer to the instructions that follow.1. Select Tools Command

Chapter 4Setup555.To set a password for this user, place the cursor in the New Password field. Enter the password in the New Password field; press the

INTELLITRACK CHECK IN-OUT V7.0User Manual563.Next, click inside the user name in the User ID column for the user name that you would like to edit.4. I

Chapter 4Setup575.Click the Close button found along the bottom of the form to close the form and save the changes.Changing the User PasswordImportant

INTELLITRACK CHECK IN-OUT V7.0User Manual583.The UserID field is automatically filled in with the logged in user’s name. This field may not be changed

Chapter 4Setup594.Click the Delete button found along the bottom of the form. A warning message appears, asking you if you are sure you want to delete

INTELLITRACK CHECK IN-OUT V7.0User Manual60User Defined Titles Almost all of the fields that are in the Check In-Out application are user definable.

Chapter 4Setup61Note: Enter “---” as a user title for Issues, Check Out, Receipts, or Check In user prompts (i.e., InvUser1), to skip these fields and

Table of Contentsix CHAPTER 4: Setup ...37Introduction...

INTELLITRACK CHECK IN-OUT V7.0User Manual624.The Field Used As portion of the form lists the areas in the application that use this title name.5. Pres

Chapter 4Setup637.When you are finished click the Close button to close the form. The fields will be updated. Note: To make changes to the user define

INTELLITRACK CHECK IN-OUT V7.0User Manual641.In this form, click the Add button to add a query to the application. (Please refer to your Access docume

Chapter 4Setup65Deleting a Customized QueryYou are able to delete a customized query from the Customize Queries form. Pre-defined queries cannot be de

INTELLITRACK CHECK IN-OUT V7.0User Manual66Adding a Customized ReportThe application ships with pre-defined reports; these cannot be altered or delete

Chapter 4Setup672.For the report that you created, enter the report title in the Title field. (To change the appearance of the Name of a Report on the

INTELLITRACK CHECK IN-OUT V7.0User Manual689.Open the ModuleReports table and add a new record using the ReportID and ModuleID values from steps 7 and

Chapter 4Setup69To add a custom bar code label format in the Bar Code Labels form, select the Custom Label Type option in the Bar Code Labels form. Fo

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71 CHAPTER 5LookupsIntroduction 72Reaching the Manufacturer Lookup Form 72Model 78Reaching the Model Form 78Category 84Reaching the Categories Form 84