Document Outline

• IntelliTrack DMS 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
      • Clicking Buttons
      • Choosing a Setting
      • Query Boxes and Dialog Boxes
      • Using the Keyboard
    • Formatting Conventions
      • Date and Time Conventions
    • Technical Support
      • Software Services
• CHAPTER 1
  • Introduction
    • Overview
      • Program Requirements
      • Using Microsoft Access with DMS Inventory
      • Disabling User Account Control
      • Installation and Activation
      • Upgrading the v8.0 Database
      • Upgrading the v7.x Database
      • Upgrading the v5.1 and v5.2 Database
      • Upgrading the v5.0 Database
    • Portable Device 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 7 and Windows Vista
      • 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
      • Automatic IIS RDA Setup Options
      • 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 Workstation 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
    • Help Ribbon Options
• CHAPTER 4
  • 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 5
  • 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
    • Maintaining System Users
      • Adding Users
      • Editing the User ID
      • Changing the User Password
      • Deleting a User
    • User Defined Titles
    • The User Defined Titles Form
    • Custom System Setup
      • Customizing Queries, Reports, and Labels
      • Customizing Queries
      • Customizing Reports
      • Customize Labels
• CHAPTER 6
  • Lookups
    • Introduction
    • Category
      • Reaching the Categories Form
      • Adding a Category
      • Editing a Category
      • Deleting a Category
    • Site
      • Adding a Site
      • Editing a Site
      • Deleting a Site
    • Unit of Measure
      • Adding a Unit of Measure
      • Editing a Unit of Measure
      • Deleting a Unit of Measure
• CHAPTER 7
  • Initializing the System
    • Initializing the System
    • 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 Field
      • Entering a Duplicate Item
      • Deleting an Item Record
      • Edit Existing/ Incomplete Item Data
    • Adding Items to Locations
• CHAPTER 8
  • Using IntelliTrack Inventory
    • Add, Edit, or Move Inventory Data
      • Location/ Item# 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
      • Changing Quantity, Lot, and Expiration Date
      • Deleting an Inventory Item
      • Adding an Item to a Location
    • Location/Item# Form
      • Viewing the Contents of Location at Default Site
      • Moving an Individual Inventory Item
      • Changing Quantity and Lot
      • Deleting an Inventory Item
      • Adding an Item to a Location
    • Relocating Inventory
    • Mass Move Form
• CHAPTER 9
  • 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 the Data from Another System
      • Importing Item Data
    • Importing Additional Data into the System
      • Standard IntelliTrack Import
    • Custom Import
    • Standard IntelliTrack Export Feature
• CHAPTER 10
  • History, Queries, and Reports
    • View Inventory
      • Sorting on a Specific Field
    • History
    • Running a Standard Application Query
      • Standard Inventory Queries
    • Reports
      • View or Print Inventory Reports
      • Previewing the Report Onscreen
• CHAPTER 11
  • Label Printing
    • Bar Code Label Feature
      • Label Printer Required Drivers
    • Printing and Previewing Location and Item Labels
    • Printing Sequential Labels
    • Creating a New Label Format
    • Editing an Existing Label Format
    • Printing Custom Labels
• CHAPTER 12
  • Installing DMS CE Batch
    • Determining your Device Installation
    • Installing the CE Batch Portable Application
    • Reaching your Device Installation
      • Retrieving your Device Installer from the Hardware Support Matrix
    • Installing the Batch Portable Application on the Handheld Device
      • Opening the Batch Portable Application
• CHAPTER 13
  • 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 14
  • Data Upload and Download
    • Downloading Data to the Batch Portable Application
      • Transferring Data
    • Sending Data to the Batch Portable Application
    • Uploading Data 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 15
  • 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 16
  • CE Batch: Inventory Functions
    • Introduction
    • Counting Physical Inventory
    • Moving Inventory
• CHAPTER 17
  • CE Batch: Data Search
    • Overview
      • Searching for Sites
      • Searching for Locations
      • Searching for Items
      • Searching for Inventory By Location
      • Searching for Transactions
• Appendix A
  • Data Structure
    • Site
    • Inventory Table
    • Inventory by Location Table
    • Bin Location 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/ Windows Server 2003 Operating Systems
      • Setting up IIS v6.0 to Allow the DMS Web Service Extension
      • Manually Configuring IIS in Windows Vista/ Windows 7/ Windows Server 2008 Operating System
      • 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
    • 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 G
  • Customizing IntelliTrack
    • Cautions when Customizing IntelliTrack
• Appendix H
  • Bar Code Symbology
    • Bar Code Symbology Characteristics
• Appendix I
  • 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 Quantity Report
    • Overstock Summary Report
    • Reconciliation Report
    • Reorder Report
• Index