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INTELLITRACK WMS: WAREHOUSE MANAGEMENT SYSTEM V8.1
User Manual
8
Note: The “transaction” buttons found in WMS forms are defined for
each form individually throughout this documentation.
Choosing a
Setting
Many forms contain check boxes and/or radio buttons next to selection
options:
• Radio Button: To select an option, click the button or the adjacent text.
• Check Box: To select an option, click the check box or the adjacent
text.
Query Boxes
and Dialog
Boxes
A query box asks you a question or gives you a choice to which you must
respond before continuing. Query boxes do not have form buttons or data
fields, instead, they contain command responses such as OK and Cancel;
or Yes and No.
• When instructed to click Yes to continue, click the Ye s button to con-
tinue.
• When instructed to “click the OK button”, you can either click on the
OK button with the mouse, or press Enter to make a selection.
Check Box Examples
Radio Button Examples
- Software License Agreement 2
- 30-Day Guarantee; Disclaimer 4
- Limitation Of Liability 5
- International Use 5
- Hunt Valley, MD 21030 6
- Contents 7
- User Manual 10
- About this Manual 19
- The WMS 8.1 Interface 20
- Action Conventions 22
- Clicking 23
- Choosing a 24
- Query Boxes 24
- Formatting Conventions 25
- Date and Time Conventions 26
- Technical Support 26
- Professional 29
- Product 29
- Features 29
- Chapter 1 31
- IntelliTrack WMS Architecture 32
- Second Tier: 33
- Third Tier: 33
- Preparing Warehouse Data 34
- Defining Items 35
- Calculating Available Space 35
- Receiving Area 36
- Storage Area 36
- Picking and Shipping Areas 37
- Getting Started 39
- Basic Startup Procedures 40
- Using the Application 41
- Security 42
- Change Password Option 43
- Using the Dashboard 44
- Reloading the 45
- Dashboard 45
- Purging Data 47
- Reaching the Purge Form 48
- Purge Form 49
- Selecting a 50
- Purging Inventory Data 51
- Purging Picking Order Data 53
- Purging Receiving Order Data 54
- Purging History Data 55
- Purging Lookup Data 55
- Performing a Data Purge 56
- Chapter 3 57
- System Options 59
- Setting Company Information 61
- Enabling System Features 61
- “Unit of Measure” on page 65 64
- Setting System Options 65
- “Purging Inventory 66
- Establishing Order Parameters 67
- Setting 68
- Picking and 68
- Order Options 68
- Setting Security 70
- Editing User 73
- Delete Button 74
- Assigning User Tasks 75
- Select All De-select All 76
- Chapter 4 77
- Language 79
- Settings 79
- Carrier 86
- Editing a 88
- Shipping Method 89
- Unit of Measure 91
- Adding a Unit 92
- Editing a Unit 93
- Unit of 93
- Category 94
- “Setting Site Privileges” on 96
- Setting Site Privileges 99
- Preparing the 100
- Databases 100
- Setting Up a 101
- Keyed Import 101
- Chapter 5 103
- Tab l e 3 , “Import Map 105
- Activating the Keyed Import 108
- Keyed Export 109
- Table 4, “Export Mapping 115
- Activating the Keyed Export 117
- Initializing the Warehouse 121
- Introduction 122
- Adding a 124
- Location to A 124
- Chapter 6 127
- Establishing Material Flow 128
- Location Sequence Numbers 131
- Deleting a Location 132
- Review Mode 134
- Add Mode 134
- Edit Mode 134
- Item Data 135
- Form Buttons 135
- Adding an 136
- Item to the 136
- Database 136
- Adding a Picture of the Item 138
- User Defined 140
- Establishing 142
- Measure 142
- Range” on page 116.) 143
- Editing an Item Record 145
- Each Count Amount 146
- Deleting an 147
- Item Record 147
- Inventory 148
- Data Form 148
- Managing Customer Information 150
- Customers 152
- Adding New 152
- Managing Vendor Information 157
- Adding a New 158
- Inventory Management 161
- Inventory Data 163
- Retrieving 164
- Item to a 165
- Location 165
- Working with 168
- Chapter 7 169
- Update Inventory Button 169
- Deleting 170
- Inventoried 170
- Let Downs 171
- Inventory Data Form 172
- Tracking Inventory Movement 174
- Move Item 175
- Moving an 175
- Mass Move 176
- Moving All 177
- Items in a 177
- Using Pallets 180
- Building a Pallet 180
- Build Pallet 181
- Using the 181
- Moving a Pallet 183
- Move Pallet 184
- Maintenance 187
- Editing an 189
- Existing Kit 189
- Receiving 191
- Receiving Order Information 192
- Order Forms 193
- Adding New Receiving Orders 195
- Reviewing Receiving Orders 197
- Changing the 200
- Order Status 200
- Information 201
- Viewing the Order’s History 203
- Picking Order Information 206
- Picking Order Forms Buttons 208
- Chapter 9 209
- Adding New Picking Orders 210
- Reviewing Picking Orders 212
- Viewing the 219
- Order’s 219
- Using Waves 220
- Manage Waves Form: Buttons 221
- Filtering 222
- Picking 222
- Tagging 225
- Orders for 225
- Assigning a 228
- Picker to 228
- Selected 228
- Orders to 229
- Existing 229
- Wave Reports 230
- Establishing Zones 232
- Deleting a 238
- Import and Export Utility 241
- Import Export 243
- Tools Menu 244
- Importing and Exporting Data 246
- Supported 247
- Utility File 247
- Selecting an 248
- Interface 248
- The Host Picking Interface 250
- The Host Receiving Interface 252
- Exporting 253
- Importing 255
- Importing Item Data 258
- Location Data 260
- Picking Order 263
- Order Data 266
- WMS System Maintenance 271
- Verifying Database Connection 272
- Chapter 11 275
- Application 278
- Connection 278
- Backing Up the Database 280
- Databackup Folder Permissions 281
- Front-End File Backup 285
- Compacting the Workstation 285
- CHAPTER 12 287
- Viewing Transaction History 287
- Retrieving History Data 287
- History Reports 287
- History Data 293
- Displayed in 293
- History Form 293
- CHAPTER 13 297
- WMS Standard Queries 297
- “Kitting” on 301
- Printing Labels 303
- Bar Code Label Feature 304
- Adding a New Label Format 309
- Printing Custom Labels 314
- Chapter 14 315
- Inventory Reports 319
- Chapter 15 321
- Generating an 323
- Picking Reports 326
- Generating a 330
- Receiving Reports 333
- Customizing Reports 342
- Database Maintenance 345
- Testing the 347
- Database Backup and Restore 358
- Appendix A 361
- “Database 367
- IntelliTrack 375
- Backup and 375
- Restore 375
- Utilities 375
- Sample Inventory Reports 383
- Batch Cycle Count 385
- History by Date Report 386
- History by Item Report 387
- Inventory by Category Report 388
- Inventory by Location Report 389
- Inventory Item Detail Report 391
- Inventory Item Summary Report 392
- Appendix B 393
- Kit Maintenance Form Report 396
- Location Sequence Report 397
- Overstock Summary Report 398
- Pallet Flag Report 399
- Pallet Summary Report 400
- Primary Location Report 401
- Reorder Summary Report 402
- Replenishment Report 403
- Velocity Report–Picking 404
- Velocity Report–Receiving 405
- Sample Picking Reports 407
- Closed Picking Orders Report 408
- Customer Report 410
- New Picking Order Report 411
- Open Picking Orders Report 413
- Packing List Report 414
- Appendix C 415
- Pick Sequence Report 416
- Picking Report 423
- Picking Report with Bar Codes 424
- Shipped Picking Orders Report 425
- Shipping Information 426
- Staged Wave Report 427
- UPS Packing List 428
- Wave Report 429
- Sample Receiving Reports 431
- Backordered P.O.s Report 432
- Appendix D 433
- New Receiving Orders Report 434
- Open Receiving Orders Report 436
- Put-Away Report 438
- Put-Away Sequence Report 440
- Received Orders Report 441
- Vendor Report 448
- Glossary 449
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