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Intellitrack WMS – Warehouse Management System Manual de usuario Pagina 393
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Appendix B
Sample Inventory Reports
367
Inventory Reconciliation Report
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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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