IntelliTrack Check In/Out - Manual (Page 166)

I NTELLI T RACK C HECK I N -O UT V 8.1
User Manual
136
Initializing the System
Once you have set up your system options and lookups, you are ready to
add locations, items, and inventory. Consider the following three methods
of preparation:
• Manual Entry: Manually enter inventory information, including loca-
tions, into the Check In-Out system.
• Import: Import existing inventory information from another system
(such as a spreadsheet) into the Check In-Out system. Add inventory
details later.
• Receipts/Check In: Build the inventory database while receiving or
checking in inventory items.
Warning: When entering data in the application, DO NOT USE special
characters or quotes with the exception of dashes, dots and spaces. Except
for dashes, dots, and spaces, if you use special characters or quotes when
entering data in the application, the database will become corrupted. For
more information, please refer to
“Precautions When Entering Data” on
page 42 .
Creating Locations Manually
Locations reside within a “Site” and are added to a site at the Locations
form. When you create locations for a site, the site space is divided into
specific areas. (See
“Site” on page 111 for more information about the Site
lookup.) The following information is required to add a location and must
be entered in the Locations form.
Important:Using this form is optional if the site and location data are
already present.
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