Basic startup procedures, Basic startup procedures 18 – IntelliTrack Check In/Out User Manual

Page 46

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User Manual

18

Basic Startup Procedures

Upon installation, you are provided with sample data. Use IntelliTrack
DMS Check In-Out with the sample database to become familiar with the
application.

After you have registered your product and are ready to use Check In-Out
to track and manage your circulating inventory, PURGE the sample data
from the system via the Purge tab options.

Next, we encourage you to set system information at the Options form.
This includes entering company information, enabling system features and
options included with your system, enabling and setting security, adding
system users, and choosing system language and date formats.

Important:Be aware that the options (i.e., pictures, history, security, etc.)
you intend to use with your system need to be activated.

Finally, enter your startup data and create your physical inventory. This
includes:

1.

Entering lookup information such as accounts, departments, units of
measure, and item condition into the system via the lookup tables.

2.

After you have entered your sites and enabled the Site option, define
the default site and set site privileges.

3.

Then, create locations for your sites and items for your inventory; thus
enabling you to create your physical inventory.

Before you enter any data, please review

“Precautions When Entering

Data” on page 26

.

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.

2283.book Page 18 Thursday, July 9, 2009 11:26 AM

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