Document Outline

• IntelliTrack SOFTWARE License Agreement
• LICENSE
• 30-Day Guarantee; Disclaimer
• Government Restricted Rights Legend; International Use
• GENERAL
• Table of Contents
• PREFACE
  • About this Documentation
    • The DMS 7 Interface
    • Action Conventions
      • Mouse Actions
      • Clicking Buttons
      • Choosing a Setting
      • Query Boxes and Dialog Boxes
      • Using the Keyboard
    • Formatting Conventions
      • Cautionary Warning and Important Notes
      • Keystrokes
      • Keyboard Keys
      • Form/Screen Items
    • Date and Time Conventions
    • Technical Support
      • Web Site Technical Support
      • Reseller Technical Support
      • Technical Support
    • Software Services
• CHAPTER 1
  • Introduction
    • Overview
      • Program Requirements
      • Using Microsoft Access with Stockroom
      • Installation and Upgrading
      • Upgrading the v5.1 and v5.2 Database
      • Upgrading the v5.0 Database
      • Upgrading the v4.X Access Database
    • Working with the Data Files
      • Database Connection Settings
      • Back-End (Data File) Maintenance
      • Data File Backup and Restore with SQL Server
      • IntelliTrack Data File Backup and Restore Utilities
    • Portable Bar Code Reader Support
• CHAPTER 2
  • Getting Started
    • Basic Startup Procedures
    • Using the Application
    • Logging into the Application
    • Using the Security Ribbon Options
      • Logging Out
      • Changing your Password
      • Closing the Application
    • Using the Dashboard
      • Reloading the Dashboard
    • Navigating through the Application
      • Using the Command Tabs
    • Transaction Buttons
    • Precautions When Entering Data
    • Reaching the Online Help
• CHAPTER 3
  • Purging Data
    • Introduction
      • A Note About Sample Data
    • Reaching the Purge Options
      • Purging Uploaded Physical Inventory Data
      • Purging History Data
      • Purging All Data
      • Purging Lookup Data
      • Purging Empty Locations
• CHAPTER 4
  • System Setup
    • Introduction
    • System Setup
      • Setup Form Buttons
      • Entering Company Information
    • Setting System Options
    • Setting International Options
    • Setting Pull Down List Options
    • Setting Site Options
    • Setting Security
      • Security Privileges
      • System Users
      • Activating Security
    • Assigning Security Privileges to System Areas
    • User Access Levels
      • Adding a User
      • Editing the User ID
      • Changing the User Password
      • Defining the Admin Password
      • Deleting a User
    • Customize Queries, Reports, and Labels
      • Adding a Customized Query
      • Adding a Customized Report
      • Customize Labels
    • User Titles
    • User Defined Titles Form
• CHAPTER 5
  • Lookups
    • Introduction
    • Manufacturer
      • Reaching the Manufacturer Lookup Table
      • Adding a Manufacturer
      • Editing a Manufacturer
      • Deleting a Manufacturer
    • Model
      • Reaching the Model Lookup Table
      • Adding a Model
      • Editing a Model
      • Deleting a Model
    • Category
      • Reaching the Categories Lookup Table
      • Adding a Category
      • Editing a Category
      • Deleting a Category
    • Site
      • Adding a Site
      • Editing a Site
      • Deleting a Site
    • Department
      • Reaching the Dept Lookup Table
      • Adding a Dept
      • Editing a Dept
      • Deleting a Dept
    • Unit of Measure
      • Adding a Unit of Measure
      • Editing a Unit of Measure
      • Deleting a Unit of Measure
• CHAPTER 6
  • Initializing the System
    • Introduction
    • Creating Locations
      • Reaching the Location Form
      • Adding a Location
      • Changing Location Information
      • Deleting a Location
    • Adding Items
      • Reaching the Item Data Form
      • Item Data Form Buttons
      • Adding an Item to the Database
      • Adding a Picture of the Item
      • Establishing an Item Unit of Measure
      • Storing Reorder Quantity Ranges
      • User Defined Fields
      • Entering a Duplicate Item
      • Deleting an Item Record
      • Edit Existing/ Incomplete Item Data
• CHAPTER 7
  • Managing your Inventory
    • Add, Edit, or Move Inventory Data
      • Location/ Item# Form and Item#/ Location Form Buttons
    • Item#/Location Form
      • Viewing All Locations (Default Site) Containing Item
      • Viewing All Locations (All Sites) Containing Item
    • Moving an Individual Inventory Item
      • Updating Inventory Information
      • Deleting an Inventory Item
      • Adding an Item to a Location
    • Location/Item# Form
      • Viewing the Contents of a Location at the Default Site
      • Moving an Individual Item
      • Updating Inventory Information
      • Deleting an Inventory Item
      • Adding an Item to a Location
      • Move Item#
      • Mass Move
• CHAPTER 8
  • Using IntelliTrack Stockroom
    • Stock Issue
      • Performing Issues
    • Receipts
      • Performing Receipts
      • Generate Bar Codes from Receipts
• CHAPTER 9
  • Import/Export
    • Reaching the Import and Export Options
    • Importing Inventory Data
    • Additional Importing Information
      • Import File Type Options
    • Importing the Data from Another System
      • Importing Item Data
      • Importing Additional Data into the System
    • Custom Import
    • Exporting Data with the Standard Export Feature
• CHAPTER 10
  • View/Analyze Data
    • View Inventory
      • Sorting on a Specific Field
    • History
      • Viewing History Reports
    • Running a Standard Application Query
      • Standard Application Queries
      • Reaching the Queries Form
    • Reports
    • View or Print Stockroom Reports
      • Previewing the Report Onscreen
• CHAPTER 11
  • Printing Bar Codes
    • Bar Code Label Feature
      • Label Printer Required Drivers
      • Creating a New Label Format
      • Editing an Existing Label Format
    • Printing and Previewing Location and Item Data Labels
    • Printing Sequential Labels
    • Printing Custom Labels
• CHAPTER 12
  • CE Batch Setup
    • Workstation and CE Batch Portable Database Communication
    • CE Batch Setup Requirements
    • Internet Information Services (IIS) v7.0 Required Settings
      • Turning On IIS
      • Turning on the IIS Web Management Tools
      • Turning on the IIS World Wide Web Services
    • Installing Microsoft ActiveSync on your Desktop Computer
      • Required ActiveSync Setting
      • Setting Up a Partnership
    • Using Windows Mobile Device Center for Vista Software on your Desktop Computer
      • Setting Up a Windows Mobile Partnership
    • Firewall Settings
    • Remote Data Access (RDA) Components Setup
      • RDA Setup: Option 1
      • RDA Setup: Option 2
      • RDA Setup Option 3
      • RDA Setup Option 4
      • Manually Configuring IIS in Windows XP Operating Systems
      • Manually Configuring IIS in Windows Vista Operating Systems
      • Setting up IIS v6.0 to Allow the DMS Web Service Extension
      • Setting Up IIS v7.0 to Allow the DMS Web Service Extension
    • Reaching the Batch Synchronization Utility
      • Sync URL Setting
      • Verifying RDA Setup
    • Installing the CE Batch Portable Application
• CHAPTER 13
  • Installing CE Batch
    • Installing the Batch Portable Application on the Handheld Device
      • Opening the Batch Portable Application
    • Configuring the ITI Registration Application Pool
• CHAPTER 14
  • CE Batch Utility Settings
    • Preferences Tab
    • Localization Options
      • Batch Portable Application
      • Renaming Captions in the Batch Portable Application
      • Renaming Messages in the Batch Portable Application
      • Batch Utility
      • Renaming a Caption in the Batch Utility
      • Renaming a Menu Selection in the Batch Utility
      • Renaming a Message in the Batch Portable Application
    • Upload Processing Preferences
      • Sync URL Setting
• CHAPTER 15
  • CE Data Transfer
    • Overview
    • Sending Data to the Batch Portable Application
    • Sending Information from the Batch Portable Application to the Batch Portable Utility
      • Initiating a Data Sync from the Batch Utility
    • Working with the Uploaded Data
      • Previewing Uploaded Data
      • Deleting Data
      • Processing the Uploaded Data
• CHAPTER 16
  • Using the CE Batch Portable
    • Introduction
      • Opening the Batch Portable Application
      • Logging In
      • Logging Out
    • Configuring the Batch Portable Application
      • The About Screen
    • Working with the Handheld Data
      • Viewing Data
      • Purging Collected Data
      • Syncing Data
• CHAPTER 17
  • Managing Physical Inventory
    • Introduction
    • Counting Physical Inventory
    • Moving Inventory
• CHAPTER 18
  • Issuing/Receiving Inventory
    • Introduction
    • Issuing Inventory
    • The Receipt Process
• CHAPTER 19
  • CE Batch: Data Search
    • Overview
      • Searching for Sites
      • Searching for Locations
      • Searching for Items
      • Searching for Inventory By Location
      • Searching by Site and Location
      • Searching by Site and Item Number
      • Search by Site and Lot
      • Searching by Site and Expiration Date
      • Searching by Quantity
      • Searching for Departments
      • Searching for Transactions
• Appendix A
  • Data Structure
    • Site
    • Inventory Table
    • Inventory by Location Table
    • Bin Location Table
    • Field Types
• Appendix B
  • Compact Instructions
    • Overview
    • Compacting the Workstation Application File
• Appendix C
  • Microsoft Access Integration
    • Overview
    • Full Access Import
    • Import Access Inventory Data
      • Query Import Data - Site Table
      • Query Import Data - Bin Location Table
      • Query Import Data - Inventory Table
      • Query Import Data - Inventory by Location Table
    • Exporting Data
    • Custom Reports
      • Adding Reports
    • Custom Queries
      • Adding Queries
• Appendix D
  • Customizing IntelliTrack
    • Cautions when Customizing IntelliTrack
• Appendix E
  • Bar Code Symbology
    • Bar Code Symbology Characteristics
• Appendix F
  • Sample Reports
    • History by Date Report
    • History by Item# Report
    • Inventory by Category Report
    • Inventory by Location Report
    • Inventory by Lot/Exp Date Report
    • Inventory Item Detail Report
    • Inventory Item Summary Report
    • Inventory W/Pictures Report
    • Inventory, Negative Qty Report
    • Issue Number Report
    • Issue Transactions Report
    • Overstock Summary Report
    • Receipt Number Report
    • Receipt Transactions Report
    • Reconciliation Report
    • Reorder Report
    • Usage by Demand Report
    • Usage by Department Report
    • Usage by Item Report
• Index