Document Outline

• Table of Contents
• Chapter 1 - Getting Started
  • 1.1 Introduction
  • 1.2 User Log On
  •  1.3 Using the Sample Company
  • 1.4 Set Up Cycle Overview
  • 1.5 Step One - Create Users
  •  1.6 Step Two - Enter Company Information
  • 1.7 Step Three - Define Sites and Locations
  • 1.8 Step Four - Add Users
  • 1.9 Step Five - Print Location Labels
  • 1.10 Step Six - Enter Suppliers
  • 1.11 Step Seven - Print the Supplier Report
  • 1.12 Step Eight - Create Items
  • 1.13 Step Nine - Print Item Labels
  • 1.14  Step Ten - Add Inventory
  • 1.15 Step Eleven - Print the Inventory by Location Report
• Chapter 2 - Introductory Materials
  • 2.1 Barcode Best Practices
  • 2.2 What is a Barcode?
  •  2.3 Choosing a Label Printer
  • 2.4 Designing and Labeling Sites and Locations
    • 2.4.1 What is a Site?
    • 2.4.2 What is a Location?
    • 2.4.3 Labeling Sites and Locations
  • 2.5 Identifying Tracking Needs
  •  2.6 Labeling Items
  • 2.7 Using Cost Tracking and Average Costing FAQ
  • 2.8 Using Custom Fields
  • 2.9 System Administrator Information
• Chapter 3 - Business Examples
  • 3.1 About Our Business Examples
  • 3.2 Business Example Overviews
  • 3.3 Setting Up Security Privileges Business Example
  • 3.4 Setting Up Sites and Locations Business Examples
  • 3.5 Setting Up Suppliers Business Examples
  • 3.6 Entering Items Business Examples
•  Chapter 4 - PC Operation Basics
  • 4.1 User Log On
  • 4.2 About the About Screen
  • 4.3 Main Screen
    • 4.3.1 Section A: Toolbar
    • 4.3.2 Section B: Left-Hand Navigation
    • 4.3.3 Section C: Main Functions
    • 4.3.4 Section D: Context-Sensitive Menus
  • 4.5 Update License Screen
  • 4.6 Selecting Sites
    • 4.6.1 How to Select Sites:
    • 4.6.2 Source and Destination Examples:
  • 4.7 Logging Out
  • 4.8 Checking for Software Updates
    • 4.8.1 Disabling the Automatic Version Check Feature:
    • 4.8.2 Performing a Manual Check:
  • 4.9 Item Stock Level List Screen
  • 4.10 Alerts
  • 4.11 Adding Notes
•  Chapter 5 - Creating New Data
  • 5.1 Creating a New Site
  • 5.2 Creating New Customers
  • 5.3 Creating New Inventory and Non-Inventory Items
    • 5.3.1 Accessing the Create New Item Screen:
    • 5.3.2 General Information Tab:
    • 5.3.3 Location Settings Tab:
    • 5.3.4 Additional Information Tab:
    • 5.3.5 Manage Suppliers Tab:
    • 5.3.6 Custom Text and Custom Numbers and Dates Tab:
    • 5.3.7 Saving the New Item:
  • 5.6 Automatic Serial Numbers
  • 5.7 Creating New Locations
  • 5.8 Creating New Manufacturers
  • 5.8 Creating New Suppliers
• Chapter 6 - Editing Data
  • 6.1 Editing Items
  •  6.2. Editing Assembly Items
  • 6.3 Editing Kit Items
  •  6.4 Editing Sites
  • 6.5 Editing Locations (or a Site and Location)
  •  6.6 Edit Customer
  • 6.7 Editing Suppliers
  • 6.8 Editing Manufacturers
  • 6.9 Editing Pick Orders
  •  6.10 Editing Purchase Orders
• Chapter 7 - Assembly Items
  • 7.1 Assembly Overview
  • 7.2 Creating an Assembly Item
    •  7.2.1 Accessing the New Assembly Item Screen:
    • 7.2.2 General Information Tab:
    • 7.2.3 Location Settings Tab:
    • 7.2.4 Assembly Tab:
    • 7.2.5 Additional Information Tab:
    • 7.2.6 Manage Suppliers Tab:
    • 7.2.7 Custom Text and Custom Numbers and Dates Tab:
  •  7.3 Building Assembly Items
  • 7.4 Disassembling Assembly Items
• Chapter 8 - Using the List Screens
  • 8.1 Working with Lists
    • 8.1.1 Section A: Toolbar
    • 8.1.2 Section B: Contents List
    • 8.1.3 Section C: Buttons:
    • 8.1.4 Context-Sensitive Menus:
  • 8.2 Item List Example
  • 8.3 Inventory List Example
  • 8.4 Site List Example
  • 8.5 Location List Example
  • 8.6 Customer List Example
  • 8.7 Manufacturer List
  • 8.8 Supplier List
  • 8.9 Pick Order List Example
  • 8.10 Purchase Order List Example
  • 8.11 Transaction List Example
• Chapter 9 - Inventory
  • 9.1 Inventory Menu
  • 9.2 Manually Adding Inventory
  • 9.3 Removing Inventory
  • 9.4 Moving Inventory
  • 9.5 Checking In Inventory
  • 9.6 Checking Out Inventory
  • 9.7 Adjusting Inventory Amounts
    • 9.7.1 Adjusting Inventory:
    • 9.7.2 Duplicate Serial Numbers Warning:
• Chapter 10 - Kit Items
  • 10.1 Kitting Overview
  • 10.2 Creating a Kit Item
    • 10.2.1 Accessing the Create New Items Screen:
    • 10.2.2 Kit Information Tab:
    • 10.2.3 Additional Information Tab:
    • 10.2.4 Custom Text and Custom Numbers and Dates Tab:
    • 10.2.5 Saving the New Item:
  • 10.3 Removing Kit Items
• Chapter 11 - Pick Orders
  • 11.1 Pick Order Overview
  • 11.3 Editing Pick Orders
  • 11.4 Pick Order List Example
  • 11.5 Picking Orders
• Chapter 12 - Purchase Orders/Receiving
  • 12.1 Purchase Orders/Receiving Overview
  • 12.2 Creating a New Purchase Order
  • 12.3 Editing Purchase Orders
  • 12.4 Purchase Order List Example
  • 12.5 Receiving Inventory from Purchase Orders
  • 12.6 Purchase Order FAQ
  • 12.7 Deleting Purchase Orders/Pick Orders
  • 12.8 Receive/Pick Menu
  •   12.9 Managing Payment Methods
    • 12.9.1 Adding Payment Methods:
    • 12.9.2 Deleting/Printing/Exporting Payment Methods:
  • 12.10 Managing Shipping Methods
    • 12.10.1 Adding Shipping Methods:
    • 12.10.2 Deleting/Printing/Exporting Ship Methods:
  • 12.11 Formatting PO and Pick Order Numbers
  • 12.12 Email Distribution List
• Chapter 13 - Creating/Editing/Printing Labels
  • 13.1 Selecting a Label Printer
  • 13.2 Using the Labels Menu
    • 13.2.1 Editing Labels:
    • 13.2.2 Creating Custom Labels:
    • 13.2.3 Browsing to an Existing Label:
  • 13.3 Printing Labels from the List Screens
• Chapter 14 - Reports
  • 14.1 Report Selection
  • 14.2 Report Viewer
• Chapter 15 - Administration
  • 15.1 Administration Menu
  • 15.2 Company Information Screen
    • 15.2.1 Entering Company Information:
    • 15.2.2 Entering Multiple Address Types:
    • 15.2.3 Deleting an Address Type:
  • 15.3 Adding Users/Editing Security Privileges
    • 15.3.1 Accessing the Security Privileges Screen:
    • 15.3.2 Adding Users to the Security Privileges Screen:
    • 16.3.3 Editing User Profiles on the Security Privileges Screen:
    • 15.3.4 Making Users Inactive:
    • 15.3.5 Copying User Security Profiles:
    • 15.3.6 Security Privileges Definitions:
  • 15.4 Backing up the Database
  •  15.5 Restore the Database
  • 15.6 Options Screen
    • 15.6.1 Accessing the Options Screen:
    • 15.6.2 Allow Negative Quantities on Mobile Devices
    • 15.6.3 Allow Over Pick
    • 15.6.4 Allow Over Receive
    • 15.6.5 Automatic Customer Number
    • 15.6.6 Automatic Item Numbers:
    • 15.6.7 Automatic New
    • 15.6.8 Automatic Notification of Low Order Items
    • 15.6.9 Decimal Places
    • 15.6.10 Enforce Date Code as a True Date
    • 15.6.11 Item Cost When Add Inventory from Mobile Device:
    • 15.6.12 Packing Slip for Session:
    • 15.6.13 Transaction Code List:
    • 15.6.14 Check for Software Updates:
    • 15.6.15 Close New Form:
    • 15.6.16 Edit Field Names:
    • 15.6.17 Max Row Count:
    • 15.6.18 Previously Processed Mobile Data:
    • 15.6.19 Show Cost Information During Receiving:
    • 15.6.20 Show Warning Messages:
    • 15.6.21 SQL Server Backup Location:
    • 15.6.23 Packing Slip CC Emails:
    • 15.6.24 Pick Order CC Emails:
    • 15.6.25 Purchase Order CC Emails:
    • 15.6.26 SMTP Password:
    • 15.6.27 SMTP Port:
    • 15.6.28 SMTP Server:
    • 15.6.29 SMTP SSL/TSL:
    • 15.6.30 SMTP User:
  • 15.7 Archiving Transactions
  • 15.8 Editing Field Names
    • 15.8.1 Editing Field Names:
    • 15.8.2 Resetting Field Names to their Default Values:
  •  15.9 Using Custom Fields
• Chapter 16 - Importing/Exporting
  • 16.1 Importing Into the Database
    • 16.1.1 Tips for Importing Data:
    • 16.1.2 How to Import Data:
    • 16.1.3 Required Import Fields:  
    • 16.1.4 Handling Import Errors:
    • 16.1.5 Notes on Importing Inventory:
  • 16.2 Exporting to a Text File
  • 16.3 Related Data Fields
  • 16.4 Import Specifics
    • 16.4.1 Customer Import Format:
    • 16.4.2 Inventory Import Format:
    • 16.4.3 Item Import Format:
    • 16.4.4 Location Table Properties:
    • 16.4.5 Manufacturer Table Properties:
    • 16.4.6 Supplier Table Properties:
    • 16.4.7 Data Type Definitions:
• Chapter 17 - Performing an Audit
  • 17.1 Auditing Your Inventory
  • 17.2 Audit Flow Overview
  • 17.3 Beginning the Audit
  • 17.4 Using the Audit Screen
  • 17.5 Reviewing the Not Counted Items Report
  • 17.6 Reconciling the Counts
  • 17.7 Reviewing the Remainder of the Audit Reports
  • 17.8 Ending the Audit
• Chapter 18 - Search Function
  • 18.1 Searching for Information
  • 18.2 Advanced Find
•  Chapter 19 – WDT2200
  • 19.1 WDT2200 - Setup the Device
  • 19.2 WDT2200 - Creating the PDT Database
  •  19.3 WDT2200 - Sending Data to PDT
  • 19.4 WDT2200 - Receiving Data from PDT
  • 19.5 WDT2200 - Data Cycle
  • 19.6 WDT2200 - Logging On
  • 19.7 WDT2200 - Resetting the Device
  • 19.8 WDT2200 - Setting the Date and Time
  • 19.9 WDT2200 - Main Menu
  •  19.10 WDT2200 - Interface
  • 19.11 WDT2200 - About Screen
  • 19.12 WDT2200 - Site Configuration
  •  19.13 WDT2200 - Adding Inventory
  • 19.14 WDT2200 - Details Screen
    • 19.14.1 Viewing Details for Items with Tracked By options disabled:
    • 19.14.2 Viewing Details for Items with One or More Tracked By Options Enabled:
  • 19.15 WDT2200 - Adjusting Inventory
  • 19.16 WDT2200 - Auditing Inventory
  • 19.17 WDT2200 - Moving Inventory
  • 19.18 WDT2200 - Removing Inventory
  • 19.19 WDT2200 - Removing Kit Items
  • 19.20 WDT2200 - Picking Inventory for Orders
  • 19.21 WDT2200 - Picking Kit Items
  • 19.22 WDT2200 - Receiving Inventory
• Chapter 20 - Windows Mobile Device
  • 20.1 Windows Mobile Device Data Cycle - Batch Device (No Wireless Connection)
  • 20.2 Windows Mobile Device Data Cycle - Wireless Connection
  • 20.3 Windows Mobile Device - Interface
  • 20.4 Windows Mobile Device - Default Settings
  • 20.5 Windows Mobile Device - Rebooting
  • 20.6 Windows Mobile Device - Enabling the Scanner
  • 20.7 Windows Mobile Device - Entering Alphanumeric Data
  • 20.8 Setup and Synchronization Information
    • 20.8.1 Batch Windows Mobile Device Synchronization
    • 20.8.2 Batch Windows Mobile Device - Setup the Mobile Device
    • 20.8.3 Batch Windows Mobile Device - Sending the Database from the PC
    • 20.8.4 Batch Windows Mobile Device - Retrieving Data from the Device
    • 20.8.5 Batch Pending Uploads Screen
    • 20.8.6 Batch Mobile Devices Pending Uploads - Edit Transactions
  • 20.9 Wireless Devices
    • 20.9.1 Windows Mobile Device Wireless Setup
    • 20.9.2 Enabling InventoryControl RF to Communicate with your Network Printer
  • 20.10 Tips for Setting Up and Using Windows Mobile Devices
    •  20.10.1 WDT3200, 3200II, 3250 and 3250II Tips
    • 20.10.2 WPA1000 and WPA1000II Tips
    •  20.10.3 WDT1200, 1250, 1200II and 1250II
  • 20.11 Using InventoryControl and InventoryControl RF
    • 20.11.1 Windows Mobile Device - About Screen
    •  20.11.2 Windows Mobile Device - Site Configuration
    •  20.11.3 Windows Mobile Device - Pinning Fields
    •  20.11.4 Windows Mobile Device - Adding New Customers
    •  20.11.5 Windows Mobile Device - Adding a New Location
    • 20.11.6 Windows Mobile Device - Adding New Suppliers
    •  20.11.7 Windows Mobile Device - Adding Inventory
    • 20.11.8 Windows Mobile Device - Details Screen
    • 20.11.9 Windows Mobile Device - Checking Out Inventory
    •  20.11.10 Windows Mobile Device - Checking In Inventory
    •  20.11.11 Windows Mobile Device -  Moving Inventory
    •  20.11.12 Windows Mobile Device - Removing Inventory
    • 20.11.13 Windows Mobile Device - Removing a Kit Item
    • 20.11.14 Windows Mobile Device - Receiving Inventory
    • 20.11.15 Windows Mobile Device - Picking Items for Orders
    •  20.11.16 Windows Mobile Device - Picking Kit Items
    •  20.11.17 Windows Mobile Device - Adjusting Inventory Quantities
    •  20.11.18 Windows Mobile Device - Auditing Inventory
    • 20.11.19 Windows Mobile Device - Searching for Information
  • 20.12 Windows Mobile Device Troubleshooting
• Chapter 21 - Glossary
• Index