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57
CHAPTER 5
Setup
Introduction
System Setup
Entering Company Information
Setting System Options
Setting International Options
Setting Pull Down List Options
Setting Site Options
DMS CE Batch Setup
Setting Security
Security Privileges
System Users
Activating Security
Assigning Access Levels to System Areas
Maintaining System Users
Adding Users
Editing the User ID
Changing the User Password
Deleting a User
User Defined Titles
The User Defined Titles Form
Customize Queries, Reports, and Labels
Adding a Customized Query
Adding a Customized Report
Customize Labels
2283.book Page 57 Thursday, July 7, 2011 2:29 PM
- 30-Day Guarantee; Disclaimer 4
- Limitation of Liability 4
- International Use 5
- User Manual 10
- Table of Contents 11
- About This Documentation 21
- The DMS 8.1 Interface 22
- Tabbed Windows 23
- Action Conventions 24
- Processing 26
- Transactions 26
- Choosing a 27
- Query Boxes 27
- Formatting Conventions 28
- Date and Time Conventions 29
- Technical Support 29
- Software 30
- Services 30
- Overview 32
- Installation 33
- DMS CE Batch 35
- DMS CE Batch Setup 37
- Disabling 40
- User Account 40
- Control (UAC) 40
- Required IIS 41
- Settings for 41
- Windows 41
- Vista and 41
- Windows 7 41
- Prerequisites 43
- Server 2008 43
- Extension 45
- Chapter 2 49
- Microsoft SQL 50
- Configuration 50
- RDA Setup Glossary of Terms 51
- Automatic IIS 52
- Manual IIS 55
- Installing 57
- Microsoft 57
- ActiveSync on 57
- Computer 57
- Using Mobile 59
- Device Center 59
- Applying Firewall Exceptions 61
- Getting Started 63
- Basic Startup Procedures 64
- Using the Application 65
- Logging into the Application 65
- “Logging Out” on page 36 66
- “Closing the 66
- Application” on page 37 66
- Closing the 67
- Using the Dashboard 68
- Using the Ribbon 69
- Transaction Buttons 70
- Chapter 3 71
- The Help Ribbon Options 73
- Purging Data 77
- A Note About Sample Data 78
- Purging Retire 80
- Purging All 81
- Lookup Data 82
- Chapter 4 85
- System Setup 88
- Setup Form Buttons 89
- Entering Company Information 90
- Setting System Options 91
- Setting International Options 93
- Setting Site Options 96
- Setting Security 97
- Activating 98
- Security 98
- NTELLITRACK CHECK IN-OUT V8.1 100
- Maintaining System Users 101
- “Adding 102
- Users” on page 72 102
- Editing the 103
- Changing the 105
- Password 105
- Deleting a 106
- User Defined Titles 107
- The User 108
- Defined Titles 108
- Adding a 110
- Customized 110
- Deleting a Customized Query 112
- Deleting a Customized Report 115
- Customize 116
- “Creating a New Label 117
- Format” on page 269 117
- Introduction 120
- Manufacturer 120
- Reaching the 121
- Lookup Form 121
- Editing a Manufacturer 123
- Deleting a Manufacturer 125
- Model Form 127
- Editing a Model 129
- Edit the entry in this field 130
- Deleting a Model 131
- Category 132
- Editing a Category 134
- Chapter 6 135
- Deleting a Category 136
- Condition 137
- Editing a Condition 139
- Deleting a Condition 141
- 2. The Site form appears: 142
- Department 147
- Editing a Department 150
- Account 152
- The Accounts form appears: 153
- Unit of Measure 156
- Adding a Unit 157
- Editing a Unit 159
- Unit of 160
- Employee/Customer 161
- Adding New 162
- Employee or 162
- Customer 162
- Information 162
- Initializing the System 165
- Creating Locations Manually 166
- Location to a 168
- Changing 169
- Location 169
- Adding Items Manually 170
- Item Data Form Buttons 171
- Adding an 172
- Item to the 172
- Database 172
- Consumable 173
- Check Out 176
- Adding a Check Out Item 177
- Adding an Item ID 179
- “Item ID Kits” on page 207 181
- Picture of the 185
- Establishing 187
- Entering a 189
- Duplicate Item 189
- Deleting an 190
- Item Record 190
- Chapter 7 191
- Item Data 192
- Adding Check 193
- Out Item# 193
- Detail Data 193
- Managing Inventory 197
- Chapter 8 199
- Location/Item# Form Buttons 200
- Location/Item# Form 201
- Form” on page 195 203
- Item to a 204
- Item#/Location Form 205
- Moving an 206
- Individual 206
- Moving a Check Out Item 210
- Mass Move Form 211
- Check Out Functions 215
- The Check 216
- Out Process 216
- Checking Out Item IDs 219
- Checking Out Kit Item IDs 219
- Checking In 222
- Chapter 9 223
- Check In Form 225
- Retiring an 225
- Item or Kit 225
- Generating 226
- Bar Code 226
- Labels for 226
- Checked-In 226
- Item IDs 226
- Check In Inventory Items 227
- Maintenance 232
- Calibration 232
- Reserving a Check Out Item 233
- Canceling a 235
- Reservation 235
- Adding Check Out Item IDs 236
- Item ID Kits 237
- Changing a Kit 240
- Retiring a Kit 244
- Issuing and Receiving Items 247
- Stock Issue 248
- Receipts 249
- Perform 250
- “History” on page 243) 251
- Receive 252
- Inventory Data 252
- “Generate Bar 253
- Import-Export 255
- Importing Inventory Data 257
- Import File 258
- Type Options 258
- Requirements 258
- Examples 259
- Structure 260
- Integrity 260
- Importing 261
- “Purging Data” on page 47 262
- Standard 264
- IntelliTrack 264
- Importing the Additional Data 266
- Custom Import 268
- “Exporting Data” on page 478 269
- History, Queries, and Reports 271
- Viewing Inventory Feature 272
- History 273
- Viewing 274
- Chapter 12 275
- Select the Criteria button 279
- Application 281
- Queries Form 282
- Reports 286
- List of Reports (Continued) 287
- View or Print 288
- Check In-Out 288
- Previewing 289
- Onscreen 289
- Export Option 290
- Printing Labels 291
- Bar Code Label Feature 292
- Printing Sequential Labels 296
- Printing Custom Labels 298
- Creating a New Label Format 299
- Installing DMS Batch 305
- Batch Utility Preferences 313
- Preferences Tab 314
- Localization Options 315
- Customizing 316
- Captions in 316
- Portable 316
- Chapter 15 317
- Batch Utility 324
- Messages 325
- Data Upload Settings 336
- Checking IIS 338
- Data Upload and Download 341
- Transferring 342
- Using the 348
- Chapter 16 349
- Uploaded 350
- Return on Each Error 354
- DMS Batch Application Setup 355
- The Main Screen 357
- Chapter 17 359
- The About 361
- Purging 367
- Collected Data 367
- CE Batch Inventory 371
- Counting Physical Inventory 372
- Moving Inventory 374
- Chapter 18 377
- CE Batch Check In-Out 379
- Checking In Items 380
- “Building a Kit” on page 358 381
- Checking Out Inventory 383
- Retiring Check Out Items 385
- Chapter 19 391
- Maintaining 393
- CE Batch Issues and Receipts 399
- Issuing Inventory 400
- The Receipt Process 402
- CE Data Searching 405
- Chapter 21 407
- Searching for 408
- Locations 408
- Inventory By 412
- Tap the Find button 414
- Search by Site and Lot 417
- Searching by 420
- Quantity 420
- Departments 421
- Customers 421
- Batch Portable Transactions 423
- Data Structure 427
- Data Tables 428
- Inventory Table 428
- Inventory Table (Continued) 429
- Inventory by Location Table 430
- Shows where items are stored 431
- Bin Location Table 432
- Field Types 433
- Data Type Settings 434
- Numeric Fields Size Settings 434
- Database Maintenance 435
- Verifying Database Connection 436
- Testing the 437
- Connection 437
- Database Backup and Restore 448
- Appendix B 451
- “Database 457
- Backup and 465
- Restore 465
- Utilities 465
- Databackup Folder Permissions 467
- Compact Workstation Utility 473
- Manual IIS Setup 475
- Setting up IIS 478
- Service 478
- Setting Up IIS 481
- Appendix D 487
- Configuring 488
- Checking IIS Setup 493
- Sync URL 495
- Appendix E 497
- Microsoft Access Integration 499
- Full Access Import 500
- Import Access Inventory Data 501
- Appendix F 503
- Query Import 505
- Inventory 505
- TblCheck 506
- Inventory by 507
- Exporting Data 508
- Custom Reports 508
- Custom Queries 509
- Customizing IntelliTrack 511
- Appendix G 513
- Bar Code Symbology 515
- TABLE 23. Bar Code Symbology 516
- Sample Reports 517
- Appendix I 519
- Past Due Item ID Report 522
- Cust/Emp ID Report 526
- History by Date Report 528
- History by Item # Report 529
- Inventory by Category Report 530
- Inventory by Location Report 531
- Inventory Item # Detail 533
- Inventory Summary Report 534
- Issue Number Report 537
- Issue Transactions Report 538
- Kit Detail Report 539
- Overstock Summary Report 541
- Receipt Number Report 542
- Receipt Transactions Report 543
- Reconciliation Report 544
- Rental Cost by Account Report 546
- Rental Cost by Order # Report 549
- Reorder Report 550
- Retired Items Report 552
- Usage by Demand Report 555
- Usage by Department Report 556
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