Document Outline

• IntelliTrack SOFTWARE License Agreement
• License
• 30-Day Guarantee; Disclaimer
• Limitation of Liability
• Government Restricted Rights Legend; International Use
• General
• Table of Contents
• PREFACE
  • About This Documentation
    • The DMS 8.1 Interface
    • Action Conventions
      • Mouse Actions
      • Selecting Ribbon Options
      • Processing Transactions in Check In- Out
      • Choosing a Setting
      • Query Boxes and Dialog Boxes
    • Formatting Conventions
      • Cautions and Notes
      • Keystrokes
      • Form/Screen Items
      • Keyboard Keys
    • Date and Time Conventions
    • Technical Support
      • Using IntelliTrack Technical Support
      • Software Services
• CHAPTER 1
  • Introduction
    • Overview
      • Program Requirements
      • Using Microsoft Access with Check In-Out
      • Installation and Activation
      • Disabling User Account Control
      • Upgrading the v8.0 Database
      • Upgrading the v7.x Database
      • Upgrading the v5.x Database
    • Portable Bar Code Reader Support
      • DMS RF Support
      • DMS CE Batch Support
• CHAPTER 2
  • DMS CE Batch Setup
    • DMS Batch Installation Overview
    • Batch Installation Prerequisites by Operating System
      • Batch Installation Prerequisites for Windows Vista and Windows 7
      • Disabling User Account Control (UAC)
      • Required IIS Settings for Windows Vista and Windows 7
      • Batch Installation Prerequisites for Windows Server 2008
      • Batch Installation Prerequisites for Windows XP/Windows Server 2003
    • Remote Data Access (RDA) Components
      • IntelliTrack Workstation Application
      • Internet Information Services (IIS)
      • Microsoft ActiveSync or Windows Mobile Device Center Software
      • Microsoft SQL Server
      • RDA Configuration
      • Automatic IIS Setup
      • Manual IIS Setup
    • PC and Handheld Device Communication
      • Installing Microsoft ActiveSync on your Desktop Computer
      • Using Mobile Device Center Software
    • Applying Firewall Exceptions
• CHAPTER 3
  • 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
    • Using the Ribbon
    • Transaction Buttons
    • Precautions When Entering Data
    • The Help Ribbon Options
• CHAPTER 4
  • Purging Data
    • Introduction
    • A Note About Sample Data
    • Reaching the Purge Ribbon Options
      • Purging Uploaded Physical Inventory Data
      • Purging History Data
      • Purging Retire Data
      • Purging All Data
      • Purging Lookup Data
      • Purging Empty Locations
• CHAPTER 5
  • Setup
    • Introduction
    • System Setup
    • Entering Company Information
    • Setting System Options
    • Setting International Options
    • Setting Pull Down List Options
    • Setting Site Options
    • DMS CE Batch Setup
    • Setting Security
      • Security Privileges
      • System Users
      • Activating Security
    • Assigning Access Levels to System Areas
    • Maintaining System Users
      • Adding Users
      • Editing the User ID
      • Changing the User Password
      • Deleting a User
    • User Defined Titles
      • The User Defined Titles Form
    • Customize Queries, Reports, and Labels
      • Adding a Customized Query
      • Adding a Customized Report
      • Customize Labels
• CHAPTER 6
  • Lookups
    • Introduction
    • Manufacturer
      • Reaching the Manufacturer Lookup Form
    • Model
      • Reaching the Model Form
    • Category
      • Reaching the Categories Form
    • Condition
      • Reaching the Condition Form
    • Site
      • Adding a Site
      • Editing a Site
      • Deleting a Site
    • Department
      • Reaching the Dept Form
    • Account
      • Adding an Account
      • Editing the Account
      • Deleting the Account
    • Unit of Measure
      • Adding a Unit of Measure
      • Editing a Unit of Measure
      • Deleting a Unit of Measure
    • Employee/Customer
      • Customer/ Employee Form Buttons
      • Adding New Employee or Customer Information
      • Editing Employee/ Customer Information
      • Deleting Employee/ Customer Information
• CHAPTER 7
  • Initializing the System
    • Initializing the System
    • Creating Locations Manually
    • Reaching the Location Data Form
      • Adding a Location to a Site
      • Changing Location Information
      • Deleting a Location
    • Adding Items Manually
      • Item Data Form Buttons
      • Adding an Item to the Database
      • Adding Consumable Items
      • Check Out Items
      • Adding an Item that Contains Consumable and Check Out Properties
      • Adding a Picture of the Item
      • Establishing an Item Unit of Measure
      • Storing Reorder Quantity Ranges
      • User Defined Field
      • Entering a Duplicate Item
      • Deleting an Item Record
    • Edit Existing/Incomplete Item Data
      • Adding Consumable Item Data
      • Adding Check Out Item# Detail Data
• CHAPTER 8
  • Managing Inventory
    • Working with Inventory Information
    • Location/Item# and Item#/Location Form Buttons
    • Location/Item# Form
      • Viewing Items by Location for the Default Site
      • Moving an Individual Consumable Item
      • Changing Quantity and Lot Information
      • Deleting an Inventory Item
      • Adding an Item to a Location
    • Item#/Location Form
      • Retrieving Inventory Data
      • Moving an Individual Consumable Item
      • Changing Quantity and Lot Information
      • Deleting an Inventory Item
      • Adding an Item to a Location
    • Moving a Check Out Item
    • Mass Move Form
• CHAPTER 9
  • Check Out Functions
    • Performing a Check Out Transaction
      • The Check Out Process
    • Performing a Check In Transaction
      • Checking In Items
      • Retiring an Item or Kit from the Check In Form
      • Generating Bar Code Labels for Checked-In Item IDs
    • Check In Inventory Items
    • Maintenance and Calibration Transactions
      • Maintenance and Calibration Reports
    • Reserving a Check Out Item
      • Canceling a Reservation
    • Adding Check Out Item IDs
    • Item ID Kits
      • Building a Kit
      • Deleting a Kit
      • Retiring a Kit from Active Status
    • Retiring Items from the Retire Form
• CHAPTER 10
  • Issuing and Receiving Items
    • Stock Issue
      • Perform Issues
    • Receipts
      • Perform Receipts
    • Receive/Check In Inventory Data
      • Receive Inventory Data
    • Generate Bar Codes from Receipts
• CHAPTER 11
  • Import-Export
    • Reaching the Import and Export Options
    • Importing Inventory Data
    • Additional Importing Information
      • Import File Type Options
      • Import File Requirements
      • Import File Type Examples
      • Import File Structure Integrity
    • Importing Data to Setup your System
      • Importing Item Data
    • Importing Additional Data into the System
      • Standard IntelliTrack Import
    • Custom Import
    • Exporting Data with the Standard Export Feature
• CHAPTER 12
  • History, Queries, and Reports
    • Viewing Inventory Feature
      • 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 Check In-Out Reports
      • Previewing the Report Onscreen
• CHAPTER 13
  • Printing Labels
    • Bar Code Label Feature
      • Label Printer Required Drivers
    • Printing and Previewing Location and Item Labels
    • Printing Sequential Labels
    • Printing Custom Labels
    • Creating a New Label Format
    • Editing an Existing Label Format
• CHAPTER 14
  • Installing DMS Batch
    • Determining your Device Installation
    • Installing the CE Batch Portable Application
    • Reaching your Device Installer
      • Retrieving your Device Installer from the Hardware Support Matrix
      • Installing the Batch Portable Application on the Handheld Device
• CHAPTER 15
  • Batch Utility Preferences
    • Preferences Tab
    • Localization Options
      • Batch Portable Application
      • Customizing Captions in the Batch Portable Application
    • Data Upload Settings
      • Checking IIS Setup
• CHAPTER 16
  • Data Upload and Download
    • Sending Data to the Batch Portable Application
      • Transferring Data
    • Uploading Data from the Batch Portable Application
      • Using the Batch Utility to Upload Data
    • Working with the Uploaded Data
      • Previewing Uploaded Data
      • Deleting Data
      • Processing the Uploaded Data
• CHAPTER 17
  • DMS Batch Application Setup
    • Introduction
    • Opening the Batch Portable Application
      • Logging In
      • Logging Out
    • Setting Batch Portable Application Options
      • The About Screen
    • Working with the Handheld Data
      • Viewing Data
      • Purging Collected Data
      • Syncing Data
• CHAPTER 18
  • CE Batch Inventory
    • Introduction
    • Counting Physical Inventory
    • Moving Inventory
• CHAPTER 19
  • CE Batch Check In-Out
    • Introduction
    • Checking In Items
    • Checking Out Inventory
    • Retiring Check Out Items
    • Building and Maintaining a Kit
      • Building a Kit
      • Maintaining the Kit
• CHAPTER 20
  • CE Batch Issues and Receipts
    • Introduction
    • Issuing Inventory
    • The Receipt Process
• CHAPTER 21
  • CE Data Searching
    • Overview
      • Searching for Sites
      • Searching for Locations
      • Searching for Items
      • Searching for Inventory By Location
      • Searching by Quantity
      • Searching for Departments
      • Searching for Customers
      • Searching for Transactions
• Appendix A
  • Data Structure
    • Data Tables
    • Site
    • Inventory Table
    • Inventory by Location Table
    • Bin Location Table
    • tblCheck Table
    • Field Types
• Appendix B
  • Database Maintenance
    • Verifying Database Connection
      • IntelliTrack Database
      • SQL Server Logon Information
      • Testing the Database Connection via the UDL File
      • Connecting to the Database with SQL Server Management Studio
      • Changing the Application Database Connection
    • Database Backup and Restore
      • Database Maintenance
      • Database Backup and Restore with SQL Server/ SQL Express
      • IntelliTrack Backup and Restore Database Utilities
• Appendix C
  • Compact Workstation Utility
    • Overview
    • Compacting the Workstation Application File
• Appendix D
  • Manual IIS Setup
    • Overview
    • Manual IIS RDA Setup Requirements
      • Manually Configuring IIS on Windows XP or Windows Server 2003 Operating Systems
      • Setting up IIS v6.0 to Allow the DMS Web Service Extension
      • Manually Configuring IIS on Windows Vista / Windows 7/ Windows Server 2008 Operating Systems
      • Setting Up IIS v7.0 to Allow the DMS Web Service Extension
      • Configuring the IntelliTrack Application Pool
• Appendix E
  • Checking IIS Setup
    • Overview
    • Reaching the Batch Synchronization Utility
      • Sync URL Setting
• Appendix F
  • Microsoft Access Integration
    • Introduction
    • 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 - TblCheck Table
      • Query Import Data - Inventory by Location Table
    • Exporting Data
    • Custom Reports
      • Adding Reports
    • Custom Queries
      • Adding Queries
• Appendix G
  • Customizing IntelliTrack
    • Cautions when Customizing IntelliTrack
• Appendix H
  • Bar Code Symbology
    • Bar Code Symbology Characteristics
• Appendix I
  • Sample Reports
    • Calibration and Maintenance Due Report
    • Check In/Out Inventory Details Report
    • Check In/Out Inventory Summary Report
    • Past Due Item ID Report
    • Checked Out Items by Cust/Emp ID Report
    • Checked Out Items by Department Report
    • Checked Out Items by Order # Report
    • Cust/Emp ID Report
    • Cust/Emp ID Receipt by Order # Report
    • 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
    • Inventory Summary Report
    • Inventory with Pictures Report
    • Inventory, Negative Quantity Report
    • Issue Number Report
    • Issue Transactions Report
    • Kit Detail Report
    • Maintenance/Calibration by Item ID Report
    • Overstock Summary Report
    • Receipt Number Report
    • Receipt Transactions Report
    • Reconciliation Report
    • Rental Billing by Transaction # Report
    • Rental Cost by Account Report
    • Rental Cost by Cust/Emp ID Report
    • Rental Cost by Department Report
    • Rental Cost by Order # Report
    • Reorder Report
    • Reservations by Cust/Emp ID Report
    • Retired Items Report
    • Usage by Check Out Item Report
    • Usage by Consumable Item Report
    • Usage by Demand Report
    • Usage by Department Report
• Index