Account, Adding an account, Deleting a department – IntelliTrack Check In/Out User Manual

Page 152

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Deleting a Department

To delete a Department from the Dept list, please refer to the steps below:

1.

From the Dept form, select the entry that you want to delete from the
Dept list.

2.

Click the Delete button found along the bottom of the form.

The entry has been removed from the list.

3.

The form has been reset and is ready for more transactions. When you
are finished at this form, click the Close button to close the form.

Account

The “account” lookup represents accounts that are found in your organiza-
tion. For example, each department may have an account for services or
provisions. If you want to track the movement of items by an account,
enter accounts in the Accounts form. The accounts entered are available
for selection at various forms in the application. To add, edit or delete an
account from the Accounts form, please refer to the sections that follow.

Adding an
Account

To add an account to the Accounts form, please refer to the instructions
below.

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

.

1.

Select Manage > Lookup Tables > Accounts option from the ribbon.

2283.book Page 122 Thursday, July 7, 2011 2:29 PM

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