Reasonable measures have been taken to ensure that the information included in this manual is complete and accurate. However, IntelliTrack reserves the right to change any specification at any time without prior notice. IntelliTrack is a registered trademark of IntelliTrack, Inc. The IntelliTrack logo is a trademark of IntelliTrack. Microsoft Windows, Microsoft Access, and Microsoft SQL Server are registered trademarks of Microsoft Corporation.
INTELLITRACK ISRP V8.1 User Manual Software License Agreement THIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR PROOF OF LICENSE TO USE THIS INTELLITRACK INCORPORATED SOFTWARE PROGRAM (THE “SOFTWARE”) UNDER THE TERMS DESCRIBED BELOW.
(2) as a reseller, you may sublicense repackaged units of the SOFTWARE as licensed to you by IntelliTrack, Inc., including a copy of this SOFTWARE License Agreement, provided that (i) the quality of the repackaged SOFTWARE must equal or exceed the quality of the prepackaged SOFTWARE provided by IntelliTrack, Inc.
INTELLITRACK ISRP V8.1 User Manual tions, will result in automatic termination of this license and will make available to IntelliTrack, Inc. other legal remedies. 30-Day Guarantee; Disclaimer If the SOFTWARE is inoperable due to any defects in the media on which the SOFTWARE resides, then you may return the SOFTWARE to the location where you purchased it within the 30-day period from the date of your invoice. IntelliTrack, Inc.
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INTELLITRACK ISRP V8.
Contents Software License Agreement....................................................................................... ii License ......................................................................................................................... ii 30-Day Guarantee; Disclaimer ............................................................................ iv Limitation Of Liability ........................................................................................
INTELLITRACK ISRP V8.1 User Manual Defining Storage Locations ........................................................................... 5 Defining Items ............................................................................................... 6 Establishing Material Flow ............................................................................ 6 Receiving Area ..............................................................................................
Purging Lookups................................................................................................. 25 Performing a Data Purge............................................................................................ 26 CHAPTER 4: System Options .............................................................27 Introduction................................................................................................................ 28 Setting Company Information ..............................
INTELLITRACK ISRP V8.1 User Manual Editing a Unit of Measure ................................................................................... 57 Deleting a Unit of Measure ................................................................................. 58 Category .................................................................................................................... 58 Adding a Category ..............................................................................................
Assigning a Primary Location for the Item ........................................................ 96 Entering a Duplicate Item................................................................................... 97 Editing an Item Record....................................................................................... 98 Editing the Each Count Amount for a UOM............................................... 99 Deleting an Item Record........................................................................
INTELLITRACK ISRP V8.1 User Manual Mass Move Form Buttons................................................................................. 127 Moving All Items in a Location ........................................................................ 127 Kitting....................................................................................................................... 130 Creating Kits .....................................................................................................
Introduction.............................................................................................................. 162 Reaching the Import Export Utility ......................................................................... 162 Using the Import Export Utility........................................................................ 163 File Menu................................................................................................... 164 View Menu .........................................
INTELLITRACK ISRP V8.1 User Manual Changing the Application Database Connection .............................................. 198 Backing Up the Database ......................................................................................... 200 Database Backup and Restore with SQL Server............................................... 200 IntelliTrack Backup and Restore Utilities......................................................... 200 Databackup Folder Permissions...................................
Generating an Inventory Report ....................................................................... 241 Picking Reports........................................................................................................ 244 Generating a Picking Report.................................................................................... 248 Receiving Reports.................................................................................................... 251 Generating a Receiving Report..............
INTELLITRACK ISRP V8.1 User Manual Inventory by Category Report.................................................................................. 306 Inventory by Location Report .................................................................................. 307 Inventory by Lot, Expiration Date Report ............................................................... 308 Inventory Item Detail Report ...................................................................................
APPENDIX D: Sample Receiving Reports ..........................................341 Backordered P.O.s Report ........................................................................................ 342 Closed Receiving Orders Report ............................................................................. 343 New Receiving Orders Report ................................................................................. 344 Open Receiving Order Items Report ..................................................
INTELLITRACK ISRP V8.
PREFACE About this Manual Introduction The ISRP 8.
INTELLITRACK ISRP V8.1 User Manual Introduction Your IntelliTrack ISRP workstation documentation contains comprehensive instructions on how to use the application. Action conventions are used to explain screen actions and formatting conventions are used to consistently display forms, on-screen items, special notes, and warnings. The ISRP 8.1 Interface ISRP 8.1 uses the Microsoft Access 2007 or 2010 runtime (*for Microsoft Access 2010, 32-bit version only). ISRP contains a ribbon with a Tab structure.
Preface About this Manual The Dashboard is the default window. Work Area of Screen: Default Dashboard Tabbed Window To open an application form, click on the ribbon option. It will appear in the Work Area of the screen as a tabbed window.
INTELLITRACK ISRP V8.1 User Manual To move between the tabbed areas, click between them. When you want to close a tabbed window, click on it to bring it to the front and click the Close button found in the bottom right corner of the tabbed window.
Preface About this Manual Selecting Ribbon Options • Right-click: Right-clicking is used to open specific right-click menu options. When instructed to right-click in this manual: press and hold the right mouse button without moving the mouse. • Select: Selecting refers to clicking and releasing the left mouse button to choose an item or items from a drop-down list. You are often instructed to select an option in the ribbon.
INTELLITRACK ISRP V8.1 User Manual Clicking Buttons You are often instructed to click a button along the bottom of the form to process a transaction: “Transaction” Buttons For example in the Locations form, click the Close button to save the location data and close the form.
Preface About this Manual Check Box Selections Check Box Selection Radio Button Selections • Radio Button: To select an option, click the button or the adjacent text. • Check Box: To select an option, click the check box or the adjacent text. Query Boxes and Dialog Boxes A query box asks you a question or gives you a choice to which you must respond before continuing. Query boxes do not have form buttons or data fields, instead, they contain command responses such as OK and Cancel; or Yes and No.
INTELLITRACK ISRP V8.1 User Manual Formatting Conventions This manual uses formatting conventions to consistently describe forms, command entries, and keyboard characters while you are working with IntelliTrack ISRP. This manual also uses special conventions for notes and warnings. Cautions and Notes Important: Notes, Warning, and Caution messages appear throughout the manual to provide important information about a topic.
Preface About this Manual radio button names are set off in bold typeface: Form/Screen Items. Tools specific to ISRP are also identified with this bold typeface. Date and Time Conventions The IntelliTrack ISRP workstation application uses the date format and time format set for your computer in your computer’s control panel. Technical Support Technical support is available from a variety of resources.
INTELLITRACK ISRP V8.
CHAPTER 1 Introduction IntelliTrack ISRP Features and Benefits Product Features IntelliTrack ISRP Architecture First Tier: Workstation Area Second Tier: Server Third Tier: Database Preparing Warehouse Data Assembling Warehouse Data 1
INTELLITRACK ISRP V8.1 User Manual IntelliTrack ISRP Features and Benefits Welcome to IntelliTrack Inventory, Shipping, Receiving, Picking (ISRP) v8.x. IntelliTrack ISRP provides you with a cost-effective and feature-rich inventory management system, which is combined with a batch portable utility and CE Client application. The batch portable utility is accessible from within ISRP workstation or it can be opened separately.
Chapter 1 Introduction TABLE 1. IntelliTrack ISRP Features Feature Description Inquiries A simple inventory question that you can ask via the portable data collection terminal Inventory Moves and Transfers Move item from one site or location to another site or location. Performed from the portable data collection terminal or workstation. Multiple Units of Measure Allows you to define units to track the quantity of an item in inventory.
INTELLITRACK ISRP V8.1 User Manual IntelliTrack ISRP Architecture IntelliTrack ISRP is built on the three-tier architecture recommended by Microsoft for client/server environments. Three separate areas integrate to form your IntelliTrack ISRP product: the workstation application, the server, and the database; thus forming a scalable client/server that can handle a large number of users against a large database.
Chapter 1 Introduction Server Components The server components of IntelliTrack ISRP refer to the “back end” portion of the product, which runs and houses the data: Third Tier: Database • SQL Server 2000 or higher; SQL Express: Microsoft SQL Express is the default database structure if Microsoft SQL Server 2000 or higher is not installed. • License Service: The IntelliTrack License Service controls access to the application's user licenses. The third tier is the database back end.
INTELLITRACK ISRP V8.1 User Manual 1. Clearly define all of the storage locations within the warehouse, including the boundaries that separate them. 2. Determine whether these locations accommodate all the item types, shapes and sizes that are required. This may include zones, aisles, rows, and storage areas in a controlled environment for storing hazardous, valuable, or temperature controlled materials. 3. Once these locations are set, identify them with a combination of numbers and letters.
Chapter 1 Introduction Receiving Area Your warehouse receiving area is the space allocated to accept, inspect, and process receiving orders; therefore, it is critical to determine what space is needed for these processes. When allocating space for the receiving area, ask these questions: 1. What are the size and quantity of shipments? 2. What equipment is needed to process and move material into storage? 3.
INTELLITRACK ISRP V8.1 User Manual how best to accomplish efficiency goals. Whatever approach is selected, we recommend clearly defining material movement in storage BEFORE implementing IntelliTrack ISRP in your operation: • Identify primary put-away and primary pick locations for items. • Plot a location sequence for an item that can be used to lead operators to the best pick. This information is valuable during setup.
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 Precautions when Entering Data 9
INTELLITRACK ISRP V8.1 User Manual Basic Startup Procedures Upon installation, you are provided with sample data. Use ISRP with the sample database to become familiar with the application. For basic usage information, see “Using the Application” on page 11. After you have registered your product, and are ready to use ISRP to track and manage your daily warehouse activities, PURGE the sample data from the system via the Purge form.
Chapter 2 Getting Started ISRP” on page 87. For more information about creating your physical inventory, please refer to Inventory Management, on page 111. Using the Application Before you set system options and enter any data, it is a good idea to become familiar with the workstation application, since this is where you will set up and maintain your information, print item and location labels, and run reports.
INTELLITRACK ISRP V8.1 User Manual privileges. If history logging is enabled, the application also records your transactions in the history table. When you are finished working in the application, you have the option to log out of it. This will clear your profile from the application so that another user is able to log into it. To log out of the application, click the Logout button in the Manage > Security ribbon.
Chapter 2 Getting Started Enter your current password in the Password field. Next, enter your new password in the New Password field and then confirm it in the Confirm Password field. Click the Do It button to change the password and close the Login form. Closing the Application To close the application, select the Quit option in the Manage > Security ribbon. Using the Dashboard After you log into the application, the Dashboard appears. It is the default window and always remains open.
INTELLITRACK ISRP V8.1 User Manual The Dashboard contains application queries that automatically display information about your inventory, depending on the queries that you select.
Chapter 2 Getting Started Reloading the Dashboard If the Dashboard closes for any reason, you are able to reload it by using the following keystroke combination: Ctrl + Shift + F10. Navigating through the Application You are able to navigate through the application by using the ribbon. The To use the ribbon, click on a tab; options related to the tab appear in the ribbon.
INTELLITRACK ISRP V8.
CHAPTER 3 Purging Data Introduction Sample Data Reaching the Purge Form Purge Form Buttons Selecting a Site Purging Inventory Data Sites Items Locations Reorder Quantity Primary Location Inventory by Location Zero Locations Purging Picking Order Data Purging Receiving Order Data Purging History Data Purging Lookup Data Purging Customers/Vendors Data Purging Lookups Performing a Data Purge 17
INTELLITRACK ISRP V8.1 User Manual Introduction The Purge function manages application data by deleting old or obsolete information from the application. This keeps the database size to a minimum and improves system performance. Data is purged at the Purge form. Important: Before purging data, we recommend backing up your database. For information about backing up your database, please refer to “Backing Up the Database” on page 200. Sample Data IntelliTrack ISRP provides you with sample data.
Chapter 3 Purging Data The Purge form contains five areas: Inventory, Picking Orders, Receiving Orders, History, and Lookup Tables. Item, location, picking order, receiving order and history data may be purged from a specific Site or “all” Sites in the IntelliTrack ISRP application. Lookup table information is purged independent of the Site selected. Purge Form Buttons The Purge form contains three command buttons found along the bottom of the form: TABLE 2.
INTELLITRACK ISRP V8.1 User Manual TABLE 2. Purge Button Selecting a Site Form Buttons (Continued) Function Description Do It Processes the data purge and closes the form. Close Closes the form WITHOUT processing the data purge or saving your settings. Much of the data you will purge will be within a chosen Site in the system. In other words, the data selections will be purged ONLY for the selected site.
Chapter 3 Purging Data Purging Inventory Data Inventory data that may be purged, such as site(s), items, and locations, are found in the Inventory section of the form. Sites When you elect to purge a Site, all data associated with that site in the system will also be purged.
INTELLITRACK ISRP V8.1 User Manual To delete reorder quantity information for the selected site, select the Reorder Quantity check box in the Inventory section of the form. All reorder quantity information (found in the Reorder Quantity tab of the Item Data form) including item minimum quantity, maximum quantity, and reorder quantity associated with the selected Site will be purged from the application.
Chapter 3 Purging Data Purging Picking Order Data Picking data is purged from the Picking Orders section of the Purge form. When you elect to purge picking order data, all picking order data selected will be purged for the selected site. 1. To purge all picking orders in the database, select the All Orders option. If All Orders is selected, the Reset Next Picking Order Number check box is enabled.
INTELLITRACK ISRP V8.1 User Manual 1. To purge all receiving orders from the database, select the All Orders option. 2. If All Orders is selected, the Reset Next Receiving Order Number check box is enabled. To reset the next receiving order number, check Reset Next Receiving Order Number check box and enter the new starting receiving order number in Order # field. If you enter a new starting receiving order number, be aware of sorting constraints.
Chapter 3 Purging Data 3. To purge receiving history records from the database, check the Receiving check box. 4. To remove ALL history data records for the selected choice(s), DO NOT CHOOSE a date range. To remove selected data records within a specified date range, enter the range in the Date From and the Date To fields. Caution: If no date range is entered, all history records for the selected choices are removed.
INTELLITRACK ISRP V8.1 User Manual Note: Deleting the Lookup table entries does not delete these values from the existing database data, (i.e., orders with carrier ID’s still retain those deleted table values). 1. To purge carrier information, including the carrier shipping method(s), mark the Carrier check box. The Shipping Methods check box is automatically marked. 2. To purge carrier shipping methods only, mark the Shipping Methods check box. 3.
CHAPTER 4 System Options Introduction Setting Company Information Enabling System Features Setting System Options Establishing Order Parameters Setting Picking and Receiving Order Options Using Line Numbers Automate Line Number Setting Setting Security Enabling Security Adding a New User Editing User Information Deleting a User User Tasks Language, Time, and Date Settings Working with the Language Form Language Settings Renaming a Title, Label, or Command Enabling a Form’s User-Defined Fields 27
INTELLITRACK ISRP V8.1 User Manual Introduction Before you begin using IntelliTrack ISRP to track and manage your daily warehouse activities, we encourage you to activate the features and options included with your system that you intend to use; set security options; add system users and sites; and choose system language and date and time formats. IntelliTrack ISRP features and options are set in the System Options form.
Chapter 4 System Options Each tabbed section of the form and the options available in it are discussed in the sections that follow. Setting Company Information When the System Options form opens, the Company tab is in the front. If you are viewing another tabbed section in the System Setup form, click the Company tab to bring this tab to the front. At the Company tab, enter the company contact information in the Company Information section of the form.
INTELLITRACK ISRP V8.1 User Manual Enabling System Features Your IntelliTrack ISRP application contains many features. The application features included with your system are enabled, but still must be activated at the Features tab. Important: Be aware of the features included with your IntelliTrack ISRP version. The features included with your IntelliTrack ISRP version must be activated before use. For a list of ISRP features, please refer to Table 1, “IntelliTrack ISRP Features,” on page 3.
Chapter 4 System Options • Expiration date: To track expiration dates for items with or without Lots for inventory stored in a location, check this box. If not enabled, the underlying data is dated 1/1/30 (January 1, 1930). FIFO picking can also be enabled when the expiration date option is selected. • FIFO Picking: The FIFO (First In, First Out) Picking option becomes enabled if the Expiration Date feature is activated. Check this box to activate FIFO picking.
INTELLITRACK ISRP V8.1 User Manual information, click the Cancel button.) —or— Click another tab on the System Setup form to bring this tabbed area to the front. Setting System Options IntelliTrack ISRP options are set in the Options tab. Important: Options must be activated before use. 32 1. To set system options, click the Options tab to bring this section to the front. 2.
Chapter 4 System Options • Pictures: Check this box to enable the Pictures option. The Pictures feature uses Object Linking and Embedding (OLE) technology for display and editing. Image files are imported into the ISRP application and linked to a network file location. If enabled, you are able to import an image file for an item into ISRP and view the item picture at the Item Data form\Item Master tab. (Select Manage > Inventory > Item Data from the menu bar to reach the Item Data form.
INTELLITRACK ISRP V8.1 User Manual another user and asks you if you want to release the lock. Click Yes to release the lock and edit the record. Note: A lock setting of zero minutes keeps an item or order locked indefinitely, until the changes are either saved or cancelled. • Limit of Entries on Pull-Down Menus: Enter a number in this box to limit the size of the drop-down menu lists in the system. The default system limit is 1000.
Chapter 4 System Options Establishing Order Parameters IntelliTrack ISRP tracks picking and receiving orders for your system. Picking order and receiving order parameters, as well line number usage is set in the Orders tab of the System Options form. Click the Orders tab to bring this tab to the front: Note: If auto numbering is on, the order numbers will contain all numeric characters.
INTELLITRACK ISRP V8.1 User Manual order records, check this box in the Picking column. To have the system automatically generate an order number for receiving order records, check this box in the Receiving column. • Starting Order Numbers: The field becomes enabled if you choose to automate order numbering for picking and/or receiving order records. For picking order records: By default, the system enters 10000 as the starting order number for picking order records.
Chapter 4 System Options Automate Line Number Setting The automate line number setting is found in the bottom half of the Orders tab: Note: If you use the Automate Line Numbering option, the application will automatically assign the line number. (If you are using a host system, which already assigns line numbers, you probably won’t need to use this option.) To have the system automatically assign line numbers, mark the Automate Line Numbering check box.
INTELLITRACK ISRP V8.1 User Manual Important: If security is not enabled, security rights are not enforced. Adding a New User • Security is not enabled at application startup. Before you set security rights for each system user, you must enable security. To enable security, check the Enable Security check box. When enabled, security is activated and the privileges defined in the Security tab are enforced. If disabled, no security restriction is enforced and all defined privileges are ignored.
Chapter 4 System Options Add Button 2. The User Information dialog appears. 3. In the User field, enter the new user name (limit 15 characters). Note: When security is enabled, you are able to assign system users and have the option of assigning individual user passwords. If you want to assign system users, but do not want to use passwords, leave the password and confirm fields blank. 4. In the Password field, enter the user password (limit 15 characters). 5.
INTELLITRACK ISRP V8.1 User Manual Editing User Information To edit user information such as user name and password, refer to the instructions that follow: 1. From the Security tab of the System Options form, select the User that you would like to edit in the User Security section of the form. Next, click the Edit button in the User Security section of the form. The User Information form appears, with this user already selected in the User field: Deleting a User 2.
Chapter 4 System Options Delete Button A dialog appears, asking you if you want to delete this user: 2. User Tasks Click Yes to delete the user. The User ID is deleted from the User ID list, and the user is removed from the system. (To cancel deleting this user, click No.) User tasks refer to basic ISRP actions, that are performed every day by the system. By enabling security and adding system users, you have the ability to limit user access to a number of tasks in IntelliTrack ISRP.
INTELLITRACK ISRP V8.1 User Manual • Inventory Report Menu: View and run inventory reports. • Picking Report Menu: View and run picking reports. • Receiving Report Menu: View and run receiving reports. • Physical/Cycle Counts: Allows user to perform physical/cycle counts on the PDT. • Change Database Connection: Change the IntelliTrack ISRP database connection (Tools > Change Database Connection). Assigning User Tasks To assign tasks to a user: 1.
Chapter 4 System Options Language, Time, and Date Settings The Regional Settings tab of the System Options form contains language settings and time and date format information. To review or change these settings, click the Regional Settings tab to bring this tab to the front: 1. To select the language for form titles, click the option button next to the desired choice in the Language section of this form: English: the application is in English by default. Francais: inserts a complete French translation.
INTELLITRACK ISRP V8.1 User Manual defined fields that are found throughout IntelliTrack ISRP forms can be named and activated here. ISRP contains a multi-level data dictionary, which displays all text on forms and reports. This feature allows you to configure text in forms, portable devices, queries, reports, and error messages so that they comply with your in-house terminology. Additionally, the data dictionary is used to retain foreign languages.
Chapter 4 System Options Language Settings • User Tasks: Displays titles for the user tasks in the System Options form/Security Tab (Set Up > System Options) that are available for translation. • Transactions: Displays transaction titles that show in the View History form and History reports which are available for translation. • Labels: Displays titles for bar code label names that are available for translation. • Queries: Displays titles for query names that are available for translation.
INTELLITRACK ISRP V8.1 User Manual • User Titles: This field allows you to change a selected form title, field name, or form command. • Enable Prompt: This check box becomes enabled when a user defined field is selected from the title list. Mark this check box to enable the user defined field in the application. Renaming a Title, Label, or Command The Form Prompts tab in the Language form contains a list of form titles, field labels, and commands for the workstation application that may be changed.
Chapter 4 System Options 3. Click the Manage Forms button to view which forms in the application use the selection (a form title, field label, or command). The Forms Using Selected Title form appears, displaying a list of forms using the selection. Manage Forms Button 4. When you are finished viewing all the record information about the form title, click the Close button to exit the Forms Using Selected Title form and return to the Language form. 5.
INTELLITRACK ISRP V8.1 User Manual User-defined fields allow you to add specific data to a form. By default, user-defined fields are not activated or defined. They have generic titles (such as Bill to User 1, Bill to User 2). To define and activate these fields refer to the following steps: 1. While using IntelliTrack ISRP, you may come across a user-defined field that you want to use.
Chapter 4 System Options Item User 1 is the User-defined field selected from the list. Enable Prompt Check Box Save button Close button 3. At the Language form, click the Form Prompts tab to bring this tab to the front. 4. Select the user defined field that you want to define from the list (in this case, we have selected ItemData User 1). When you select a user defined field, the Enable Prompt check box becomes enabled. 5. Select the Manage Forms button, if desired.
INTELLITRACK ISRP V8.1 User Manual 50 6. When you are finished with the Forms Using Selected Title form, click the Close button to return to the Language form. 7. At the Language form, enable the user defined field by marking the Enable Prompt check box (this activates the user defined field you have selected). 8. Enter the new name for the field in the User Title field. 9. Click the Save button. 10. Click the Close button. 11.
CHAPTER 5 Lookups Introduction Carrier Adding a Carrier Editing a Carrier Deleting a Carrier Shipping Method Adding a Shipping Method Editing a Shipping Method Deleting a Shipping Method Unit of Measure Adding a Unit of Measure Editing a Unit of Measure Deleting a Unit of Measure Category Adding a Category Editing a Category Deleting a Category Site Adding a Site Editing a Site Deleting a Site Setting Site Privileges UPS OnLine® WorldShip®-ISRP Integration Preparing the Databases Setting Up a Keyed Im
INTELLITRACK ISRP V8.1 User Manual Introduction IntelliTrack ISRP Lookups help you accurately track site, item, and inventory data by maintaining up-to-date lists for critical information. Note: Before entering location and item information, it is important to accurately enter carriers, shipping methods, units of measure, item categories, and sites into the system, so that this information is available for selection.
Chapter 5 Lookups ment of goods in this table. To add, edit, or delete a carrier from the Carrier Lookup table, please refer to the sections that follow. Adding a Carrier You are able to add a new carrier to the system via the Carrier lookup table. Select Manage > Lookups > Carriers. The Carrier lookup table appears: Bottom field of table To enter a new carrier, refer to the instructions that follow: Editing a Carrier Deleting a Carrier 1.
INTELLITRACK ISRP V8.1 User Manual 2. An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the front of the line to select the entire line. 3. Press the [Delete] key on your keyboard. 4. A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this carrier, click No.) 5. The record is deleted from the list. 6.
Chapter 5 Lookups To add a Shipping Method: Editing a Shipping Method 1. Scroll to the bottom field of the Shipping Methods table and click in it. 2. Place the cursor in the Carrier field. Click the drop-down arrow in the Carrier field and select the carrier from the list that appears. 3. Press the key to advance to the Method field. 4. Enter the new delivery method for the selected carrier in the Method field. It is now part of the Methods list. 5.
INTELLITRACK ISRP V8.1 User Manual 2. An arrow appears in front of the line entry, indicating that this line has been selected. Click in the arrow at the front of the line to select the entire line. 3. Press the [Delete] key on your keyboard. 4. A query box appears, asking you if you are sure you want to delete this record. To continue with the deletion, click Yes. (To cancel deleting this carrier, click No.) The record is deleted from the list. 5.
Chapter 5 Lookups of measure for an item, please refer to “Establishing an Item Unit of Measure Range” on page 96. Adding a Unit of Measure Note: In order to add a unit of measure to the system, the Multiple UOM check box must be marked in the System Options form/Features tab. If multiple Units of Measure (UOM) are enabled in the system options, enter all UOM values that are used in the warehouse in the Units of Measure Lookup table.
INTELLITRACK ISRP V8.1 User Manual Deleting a Unit of Measure Note: Before deleting any UOM value, make sure that the system is not using this value for any items in inventory. Deleting a Unit of Measure from this table will not delete it from any records that may be using it. From the Unit of Measure Lookup table: 1. Scroll to the line of the entry you want to remove, and click in the line. 2. An arrow appears in front of the line entry, indicating that this line has been selected.
Chapter 5 Lookups Editing a Category Deleting a Category 1. Scroll to the bottom of the table and click in it. 2. Enter the new Category into the table. 3. Click Close to exit the lookup table and save the new value into the system. From the Category lookup table: 1. Click in the Category line whose name you want to edit. 2. Edit the category line entry to make the desired changes. 3. When you are finished, click Close to exit the Category lookup table and save the changes.
INTELLITRACK ISRP V8.1 User Manual Site A “Site” refers to a warehouse. The warehouse(s) in the application database are listed in the Sites Lookup table. You are able to enter site values in the Sites Lookup table if you enable the multiple sites feature (System Options form/Features tab); when using multiple sites, it is important to accurately list all the sites for your organization at the Sites Lookup table so that they will be available as selections on the various IntelliTrack ISRP forms.
Chapter 5 Lookups Editing a Site 3. Click the Add button found along the bottom of the form. 4. The cursor is placed in the bottom row of the table. 5. Enter the new Site. 6. Click the Save button to save the new value into the system. 7. When you are finished at this lookup table, click the Close button to close the table. Note: We DO NOT RECOMMEND editing a Site that contains open orders. From the Sites lookup table: Deleting a Site 1. Click in the Site line whose name you want to edit. 2.
INTELLITRACK ISRP V8.1 User Manual Setting Site Privileges If you have multiple Sites entered into the database, you are able to assign how to access the Sites in the IntelliTrack ISRP application. At the Local Site Settings form, you are able to set which Sites you can view and whether Site data can be modified. Select Local Site Settings Tab in the ribbon. The Local Site Settings options appear in the ribbon: 1.
Chapter 5 Lookups ISRP integrates with UPS OnLine® WorldShip® in two ways: 1. WorldShip will accept ISRP data through an “import map” that you must create. This map associates the correct shipping data fields in ISRP with the correct fields in UPS OnLine WorldShip. This process is called “keyed import” in UPS OnLine WorldShip. 2. ISRP will accept UPS OnLine WorldShip data through an “export map” that you must create.
INTELLITRACK ISRP V8.1 User Manual each other. If you do not know how to create a DSN, please contact your network administrator. Setting Up a Keyed Import Important: The import map is set up in the UPS OnLine WorldShip application. To set up a “keyed import” in ISRP, you must create an import map in UPS WorldShip. Creating and Naming the Import Map To create an import map, please refer to the instructions that follow: 64 1.
Chapter 5 Lookups 4. Next, enter a name for the map in the Name field (it is a good idea to select a name that readily identifies your map). This name will appear in the Existing Mappings section of the form after the map is completed. 5. Click the Create button. The Select an ODBC source dialog appears. Select the DSN that was created to connect to ISRP and then click OK.
INTELLITRACK ISRP V8.1 User Manual 6. The Edit import map form appears for the new import map: The form contains two primary parts: ODBC Tables: contains the ISRP database tables WorldShip Fields: contains WorldShip fields The top portion of the form shows the database column names and the Worldship field names. The What You Have Mapped So Far section of the form (towards the bottom) shows the linked relationship between the ODBC Table and the WorldShip fields. 7.
Chapter 5 Lookups The ISRP database source names for UPS shipping appear in the ODBC Tables portion of the form. 8. To define the Site and Picking Order Number that WorldShip will use to locate the order from ISRP, select the column name ShipKey in the ODBC Tables portion of the form and then click the Define Primary Key for import button. (Since UPS only allows one field to be defined, the Site and Order Number are combined into one ISRP field.
INTELLITRACK ISRP V8.1 User Manual 9. 10. 68 To connect or map ISRP data to the corresponding WorldShip field, each Column Name in the ODBC Tables portion of the form must be mapped according to the import mapping list in Table 3, “Import Mapping Guide: ISRP ODBC Table to WorldShip Fields,” on page 70: • The ISRP data is mapped from the vUPSShipInfo ODBC Table. • The WorldShip data is mapped from the Shipment Information, Package, Ship To, and Ship From fields.
Chapter 5 Lookups Click the Connect button. A connect symbol appears next to each selection, and the mapped fields are listed in the What have you mapped so far portion of the form. Continue mapping each ISRP vUPSShipInfo column in the ODBC Tables portion of the form with the corresponding WorldShip Destination Field. The field relationships are found in “Import Mapping Guide: ISRP ODBC Table to WorldShip Fields” on page 70.
INTELLITRACK ISRP V8.1 User Manual TABLE 3.
Chapter 5 Lookups TABLE 3.
INTELLITRACK ISRP V8.1 User Manual More...; a window appears listing all the import maps. Select your import map from the window. 3. A dialog box appears: Your ISRP data can be entered via a keyboard wedge scanner or by typing in the Site and picking order number, and pressing on your keyboard. If you are typing in the Site and picking order, be sure the type it in this format: SiteOrder# (i.e., Site10012).
Chapter 5 Lookups 3. In the New Map section of the form, select Export data from WorldShip. In the field below, click the drop-down arrow. A list of data types appears. Since we are importing and exporting shipping data, select Shipment from the choices that appear. 4. Next, enter a name for the map in the Name field (it is a good idea to select a name that readily identifies your map). This name will appear in the Existing Mappings section of the form after the map is completed.
INTELLITRACK ISRP V8.1 User Manual 74 5. Click the Create button. The Select an ODBC source dialog appears. Select the DSN that was created to connect to ISRP and then click OK. 6.
Chapter 5 Lookups The form contains two primary parts: 7. • WorldShip Fields: contains WorldShip fields • ODBC Tables: contains the ISRP database tables • The top portion of the form shows the WorldShip field names and the database column names. • The What You Have Mapped So Far section of the form (towards the bottom) shows the linked relationship between the ODBC Table and the WorldShip fields.
INTELLITRACK ISRP V8.1 User Manual The ISRP database source names for UPS shipping appears in the ODBC Tables portion of the form. 8.
Chapter 5 Lookups The ISRP data is mapped from the ShippingDetail ODBC Table. The WorldShip data is mapped from the Package and Shipment Information destination fields. To reach a WorldShip Destination Field, click the drop-down arrow in the field underneath WorldShip Fields and select the desired destination table from the list that appears. 9.
INTELLITRACK ISRP V8.1 User Manual Click the Connect button. A connect symbol appears next to each selection, and the mapped fields are listed in the What have you mapped so far portion of the form. Continue mapping each ISRP ShippingDetail column in the ODBC Tables portion of the form with the corresponding WorldShip Destination Field and Field Name as identified in Table 4, “Export Mapping Guide: WorldShip Destination Fields to ISRP ODBC Table,” on page 79.
Chapter 5 Lookups • TABLE 4.
INTELLITRACK ISRP V8.1 User Manual 11. Click OK to close this form and return to the main UPS WorldShip application menu. Activating the Keyed Export After you create an export map, it must be activated in UPS WorldShip. Once you activate the export map, the shipping information will be exported to the ISRP Shipping Form for this order automatically upon UPS shipment processing.
Chapter 5 Lookups 3. A check mark appears next to it, indicating the keyed export is activated. The mapped shipping information (delivery method, tracking number, and shipping charge) will be exported to ISRP for each order automatically when the shipment is processed in UPS. (If you do not see the automatic export you created for ISRP as an option in the UPS Online Connect menu, click the More... option to view the Select Map from list for export window.
INTELLITRACK ISRP V8.1 User Manual 2. Select the keyed export you created for ISRP. 3. A check mark appears next to it, indicating the keyed export is activated. The mapped shipping information (delivery method, tracking number, and shipping charge) will be exported to ISRP at the “End of Day” order processing. (If you do not see the automatic export you created for ISRP as an option in the UPS Online Connect menu, click the More... option to view the Select Map from list for export window.
CHAPTER 6 Initializing the Warehouse Introduction Creating Locations for Each Site Adding a Location to A Site Adding Items to IntelliTrack ISRP Form Modes Item Data Form Buttons Adding an Item to the Database User Defined Fields Storing Reorder Quantity Ranges & Cycle Count Intervals Establishing an Item Unit of Measure Range Assigning a Primary Location for the Item Entering a Duplicate Item Editing an Item Record Deleting an Item Record Adding Inventory Button Managing Customer Information Customers
INTELLITRACK ISRP V8.1 User Manual Introduction Once you have set up your system options and lookups, you are ready to assemble the following warehouse information and enter it into the system. Note: Before you can effectively enter receiving and picking orders into the system, it is important to establish site locations, items, initial item quantities, customer information and vendor information, so that it is available for selection in the receiving and picking order forms.
Chapter 6 Initializing the Warehouse Adding a Location to A Site • Description: a description of the location (i.e., forward pick, staging, receiving, picking, storage). • Quarantine designation for the location: check the box in this field to designate this location as a quarantined location. If a location is assigned a “quarantine” designation, items cannot be stored or moved from the location without a workstation override. A location is added to a Site at the Locations form.
INTELLITRACK ISRP V8.1 User Manual Selecting a Quarantine Location If you select a quarantine location for put away, picking or moving transactions (in the New Picking Order, Change Picking Order, New Receiving Order or Change Receiving Order forms), a dialog appears informing you that this location is a quarantine location. It asks you if you wish to continue. Click Yes to close the prompt and continue.
Chapter 6 Initializing the Warehouse 6. If inventory is not associated with the location, the location record is deleted from the list. 7. When you are finished, click the Close button to close the Locations form. Adding Items to IntelliTrack ISRP New items are added to the system at the Item Data form. To reach the item data form, select Manage > Inventory > Item Data; The Item Data form appears. Form Modes The Item Data form operates in three distinct modes: Review, Add, and Edit.
INTELLITRACK ISRP V8.1 User Manual Item # field and the form buttons along the bottom are enabled. The Item Data form has five tabbed sections that store item data: • Item Master: stores general description information on a particular item. • User Defined: Stores user defined item data in user defined fields, which must be enabled. • Reorder Quantities: Stores the reorder quantity range for an item as well as the cycle count interval.
Chapter 6 Initializing the Warehouse Item Data Form Buttons The Item Data form uses action buttons to place the form in Add or Edit mode, and to perform data processing. The buttons are found along the bottom of the form. The chart below shows an example of each button on the form, and explains its functionality. TABLE 5. Item Button Data Form Buttons Item Data Form Mode Availability Function Description Add Places the form in Add mode. Allows you to add an item to the database.
INTELLITRACK ISRP V8.1 User Manual TABLE 5. Item Button Data Form Buttons (Continued) Item Data Form Mode Availability Function Description Edit Place the form in Edit mode. Allows you to edit item data records in the Item Data form. Review Print item data form in report format. Review Print Add Edit Add Edit Preview and View Preview and view item data form in report format. Review Save Save the data.
Chapter 6 Initializing the Warehouse Important: When entering an item number DO NOT USE quotes or special characters in the item number (i.e., brackets, asterisks, single quotes, etc.) 3. Enter a new item number in the Item # entry field. Press the key to advance to the Description field. 4. Enter a description for the item in the Description field. Press the key to advance to the Alternate # field. 5. Enter an alternative number for the item in the Alternate # field, if desired.
INTELLITRACK ISRP V8.1 User Manual Note: If multiple units of measure is enabled (System Options form/Features tab), you must enter the UOM for the new item in the Units of Measure tab before exiting the Item Data form. Refer to “Establishing an Item Unit of Measure Range” on page 96 for more information on units of measure.
Chapter 6 Initializing the Warehouse Double-click in this box if you want to add a picture of the item. Image file location is shown in this field. 2. The Item Data navigation window appears. By default it is at the IntelliTrack\ISRP\Images folder. If your picture resides in another location, navigate to the directory that contains the image file. 3. Select the image file by clicking on it. The image file must be a supported file type (.wmf, .emf, .dib, .bmp, .ico, .BMP, .EPS, .GIF, .JPG, . PCT, .PNT, .
INTELLITRACK ISRP V8.1 User Manual The network location of the picture file is listed in this field. User Defined Fields The User Defined tab contains the user-defined fields Item User 1 through Item User 24. User-defined fields allow you to add specific data to a form. By default user-defined fields are not enabled or named. They have generic titles (such as Bill to User 1, Bill to User 2).
Chapter 6 Initializing the Warehouse Storing Reorder Quantity Ranges & Cycle Count Intervals You are able to set a reorder quantity, a minimum quantity, a maximum quantity, and a cycle period for an item. The minimum, maximum, and reorder quantities for an item as well as the cycle period (the waiting period between cycle counts, also called the cycle count interval) are stored in the Item Data form at the Reorder Quantity tab.
INTELLITRACK ISRP V8.1 User Manual Establishing an Item Unit of Measure Range When you enable the Multiple UOM feature in the System Options form\Features tab, you are required to enter a UOM value in the Item Data form. (If this feature is not enabled, the system will not use any UOM values.) The multiple Unit of Measure (UOM) feature enables you to handle a single item’s various units of measure (UOM). All UOM entries in the UOM lookup table are displayed in the field’s UOM drop-down list.
Chapter 6 Initializing the Warehouse Entering a Duplicate Item 2. Click in the Site field. 3. Click the drop-down arrow in the Site field and select a site for the Primary Location from the list that appears. 4. Press the key to advance to the Location field and select a site location for the Primary Location from the list that appears.
INTELLITRACK ISRP V8.1 User Manual restrictions: DO NOT USE quotes or special characters in the item number (i.e., brackets, asterisks, single quotes, etc.). Editing an Item Record 5. Update the reorder quantities, unit of measure and primary location information, if necessary. 6. When you are finished updating information about this entry, click the Save button found along the bottom of the form to save the entry. To edit an item in the Item Data form, refer to the instructions that follow: 1.
Chapter 6 Initializing the Warehouse Editing the Each Count Amount for a UOM The Each Count amount for an item’s UOM is set in the Each Count field in the Units of Measure tab of the Item Data form.
INTELLITRACK ISRP V8.1 User Manual To delete an item: Adding Inventory Button 100 1. Click the drop-down arrow in the Item # selection field (at the top of the form) to display the list of inventory items. 2. Select the desired item from the drop-down list. Item data is retrieved and displayed for the selected item. 3. Click the Edit button found along the bottom of the form to place the selected item in Edit mode. 4. Click the Delete button to remove an item from the system.
Chapter 6 Initializing the Warehouse Add to Inventory button When the Add to Inventory button is activated and an item is selected, you are able to add an item to inventory. For more information about this process, please refer to the instructions that follow: 1. Click the drop-down arrow in the Item # field and select the item that you want to add to inventory. 2. Select the Add to Inventory button found along the bottom of the Item Data form.
INTELLITRACK ISRP V8.1 User Manual The Inventory Data form displays the current inventory location of the item, including UOM and on-hand count. 3. Click the drop-down arrow in the Location field and select the desired location from the list that appears. Press the key until you advance to the UOM field. 4. Click the drop-down arrow in the UOM field and select the UOM from the list that appears. Press the key to advance to the On Hand field. 5.
Chapter 6 Initializing the Warehouse Managing Customer Information Information about your customers is added to the application at the Customers form. Select Manage > Customers. The Customers form appears. When the form first opens it is not editable, and the fields are blank. Two tabbed sections are part of this form. Customers Form Buttons • Customers: Enter the customer contact information in this section of the form.
INTELLITRACK ISRP V8.1 User Manual TABLE 6. Customers Button Form Buttons Function Description Add Places the form in Add mode so that you can add a new customer to the database. Save Saves data changes. Preview Preview the Customer form in report format. Print Print the Customer form in report format.
Chapter 6 Initializing the Warehouse 3. Enter a unique customer identification for this customer in the Customer ID field. Next, enter the company name for this customer in the Company Name field. 4. If desired, enter the customer address information. Enter the street address in the Address 1 field. Next, enter the Suite, if applicable in the Suite field.
INTELLITRACK ISRP V8.1 User Manual 5. When you are finished adding customer information, click the Save button found along the bottom of the form to save the customer information. Editing Customer Information To edit customer information (the information found in the Customers tab), click the drop-down arrow found in the Customer ID field at the top of the form and select the customer whose information you want to edit from the drop-down list that appears. Next, edit the desired fields.
Chapter 6 Initializing the Warehouse 5. Enter the shipping street address in the Address 1 field. Press the key to advance to the Suite field. 6. Enter the Suite for the shipping address, if applicable, in the Suite field. Press the key to advance to the City field. 7. In the City field, enter the city for the shipping address. Press the key to advance to the State/Province field. 8. In the State/Province field, enter the state or province in the shipping address for this customer.
INTELLITRACK ISRP V8.1 User Manual you want to delete. Next, click the Customer Ship To IDs tab in the Customers form. Click the arrow at the beginning of the shipping record line to select the entire line of the shipping record that you want to delete. Next, click the Delete button found along the bottom of the form, to delete this customer shipping record. Managing Vendor Information Information about your vendors (i.e., suppliers) may be added to the application at the Vendors form.
Chapter 6 Initializing the Warehouse TABLE 7. Vendors Button Adding a New Vendor Functio n Form Buttons Description Add Places the form in Add mode so that you can add a new vendor to the database. Save Save data changes. Preview Preview the Vendors form information in report format. Print Print the Vendors form to your default printer in report format. Delete Delete this Vendor record. Cancel Close the form and cancel data changes. Close Close the form and save data changes.
INTELLITRACK ISRP V8.1 User Manual 3. Enter a unique vendor identification for this vendor in the Vendor ID field. Next, enter the vendor’s name in the Vendor Name field. 4. Enter the vendor address information. Enter the street address in the Address 1 field. Next, enter the second address line, if applicable, in the Address 2 field.
CHAPTER 7 Inventory Management Introduction Working with Inventory Information Inventory Data Form Buttons Retrieving Inventory Data Adding an Item to a Location Editing an Item Quantity in a Location Modifying an Item’s Inventory Record Working with Inventory Counts Deleting Inventoried Values Let Downs Performing a Let Down Tracking Inventory Movement Moving an Item Between Locations Move Item Form Buttons Moving an Item Mass Move Recording a Mass Move Mass Move Form Buttons Moving All Items in a Loc
INTELLITRACK ISRP V8.1 User Manual Introduction IntelliTrack ISRP tracks item quantity, item location, and item movement at each of your sites. For more information about managing your inventory with IntelliTrack ISRP, please refer to the following sections: 1. Working with Inventory Information 2. Tracking Inventory Movement Working with Inventory Information At the Inventory Data form, you are able to quickly check inventory item quantities and item locations.
Chapter 7 Inventory Management option is selected in the System Options Form/Options tab, this field does not appear in the form. (The on hand quantity for an item is automatically replaced by the inventoried quantity if a discrepancy exists between them.) Inventory Data Form Buttons The Inventory Data form contains action buttons along the bottom of the form to process data. A brief overview of these buttons is found in the chart that follows: TABLE 8.
INTELLITRACK ISRP V8.1 User Manual TABLE 8. Inventory Button Data Form Buttons (Continued) Function Description Cancel Exit the form without saving entries. Close Save data and exit from the form. Retrieving Inventory Data At the Inventory Data form, you are able to review inventory information by retrieving item data by location, or location data by item. Note: Item number and Location are not combination search criteria. Only one of the criteria can be selected at a time.
Chapter 7 Inventory Management If the Location criteria is selected, the retrieved data in the form lists the items stored in the location, the item’s UOM, on hand quantity, and inventoried quantity, if available. Adding an Item to a Location Though it is preferred to add an item to a location and increase or decrease it’s quantity as part of a physical count, in some instances, you may want to add an item to a location at the Inventory Data form.
INTELLITRACK ISRP V8.1 User Manual 4. Click the drop-down arrow in the UOM field, and select the UOM for this item from the list that appears. (If you have selected the Multiple UOM option in the System Options form/Features tab, you will have a choice of the unit of measure values found in the Unit of Measure lookup table. For more information about system options, refer to “System Options” on page 27. For more information about Lookups, refer to “Lookups” on page 51.
Chapter 7 Inventory Management 3. Modifying an Item’s Inventory Record Click the Do It button found along the bottom of the form to process the change(s). Once an item entry is processed on the Inventory Data form, inventory information cannot be modified, except for the item quantity. To modify inventory information after an item is processed at the Inventory Data form, the inventory entry must be deleted and then re-added. This process is explained in the instructions below: 1.
INTELLITRACK ISRP V8.1 User Manual inventory state. For this amount to be used by the ISRP database, it must be placed in the “on hand” item amount. If you have enabled the Replace On-Hand Quantities system option, your inventory for that item and location will be updated automatically with your physical inventory counts from the portable device.
Chapter 7 Inventory Management Update Inventory Button Deleting Inventoried Values 2. The following message appears, asking you if you want to replace the on hand amount with the inventoried amount for this site. Click Yes to continue. (Clicking No will cancel updating the on hand quantity with the inventoried quantity for this site.) 3. The On Hand quantity for the inventory is updated with the Inventoried quantity for the entire site.
INTELLITRACK ISRP V8.1 User Manual Delete Inventoried Values button 120 2. The following message appears, notifying you that clearing the inventoried field removes physical counts without applying them. This means that the inventory will not be updated with the physical count amounts. Click Yes to continue. (Clicking No will cancel deleting the inventoried values.) 3.
Chapter 7 Inventory Management Let Downs To convert an item’s unit of measure to a lower unit of measure, you need to perform a let down for the item’s quantity. (For more information about units of measure, please refer to “Unit of Measure” on page 56. For more information about defining an item’s units of measure, please refer to “Establishing an Item Unit of Measure Range” on page 96.) Performing a Let Down The let down is performed at the Inventory Let Down form.
INTELLITRACK ISRP V8.1 User Manual • Inventory Data form: The Let Down button becomes enabled when an item is selected. • Move Item form: The Let Down button becomes enabled when the item was selected to move. • Picking Order form: The Let Down form appears automatically if the item selection requires a UOM conversion.
Chapter 7 Inventory Management 4. In the Let Down To section of the form, click the drop-down arrow in the Unit of Measure field, and select the UOM to which the item is Let down from the drop-down list that appears. The UOM conversion ratio, as defined for this item in the Item Data form, is displayed in the UOM Conversion field. 5. Click in the Qty to Let Down field and enter the quantity to be let down.
INTELLITRACK ISRP V8.1 User Manual Tracking Inventory Movement IntelliTrack ISRP records all aspects of inventory moves, including who performed the move, the move from and move to site, the item number, and the location. It also displays the on hand item quantity, and if applicable the item UOM and the item serial number. Moving an Item Between Locations Items are moved between locations at the Move Item form.
Chapter 7 Inventory Management TABLE 9. Move Button Moving an Item Item Form Buttons Function Description Let Down Opens the Inventory Let Down form to convert an item to a lower unit of measure. Do It Process entries and clear data on the form. Cancel Exit the form without saving entries. Close Save data and exit from the form. To move an item via the Move Item form, refer to the instructions that follow: 1.
INTELLITRACK ISRP V8.1 User Manual 6. If multiple sites are selected, in the Move To section of the form, click the drop-down arrow in the Site field and select the site to which you are moving the item from the drop-down menu list that appears. 7. In the Move To section of the form, click the drop-down arrow in the Location field and select the location to which you are moving the item from the drop-down menu list that appears. 8.
Chapter 7 Inventory Management Mass Move Form Buttons The Mass Move form contains buttons along the bottom of the form to process data. A brief overview of these buttons is found in the chart that follows: TABLE 10. Mass Button Moving All Items in a Location Move Form Buttons Function Description View Inventory to be Processed Opens the Selected Inventory form, which shows all inventory located in the location selected for the move. Do It Process entries and clear the form.
INTELLITRACK ISRP V8.1 User Manual 1. If recording a move that was performed by another operator, click the drop-down arrow in the User field, and select the operator that performed this move from the drop-down menu list that appears. 2. Enter the transaction reference number for the move, if desired, in the Reference # field. (The Reference # is not a system defined number–it is a user created, optional entry.) 3.
Chapter 7 Inventory Management When you are finished reviewing the information about the inventory included in the move, close the form by clicking the Close button. You are returned to the Mass Move form. If you wish to continue with the mass move, do not change any settings in the Move From section of the form. Next, select where you are going to move this inventory. 6. If the multiple sites feature is enabled, click the drop-down arrow in the Site field in the Move To section of the form.
INTELLITRACK ISRP V8.1 User Manual Kitting In IntelliTrack ISRP, a “kit” represents a preset group of items, of varying quantities. Predetermined items that are part of a kit are picked from inventory when the kit is selected as part of a picking order. When creating a picking order that includes a kit, the picking order will automatically include all the items and item quantities that comprise the kit. Creating Kits In ISRP, “kits” are created and maintained at the Kit Maintenance form.
Chapter 7 Inventory Management TABLE 11. Kit Button Adding a New Kit Maintenance Form Buttons (Continued) Function Description Preview Preview form kit information on-screen in report format. Print Prints form information in report format to your default printer. Delete Deletes kit record from the form. Cancel Exit the form without saving entries. Close Save data and exit from the form. To add a kit to ISRP, refer to the following instructions: 1.
INTELLITRACK ISRP V8.1 User Manual Editing an Existing Kit Picking a Kit 132 To edit an existing kit in ISRP: 1. Click the drop-down arrow in the Kit Master field and select the kit that you want to edit from the drop-down list that appears. 2. Make the desired information changes. 3. Click the Save button found along the bottom of the form when you are finished making changes. (Clicking the Cancel button cancels the changes.
CHAPTER 8 Receiving Introduction Receiving Order Information Order Information Record Information Receiving Order Forms Buttons Adding New Receiving Orders Reviewing Receiving Orders Posting Changes to Receiving Orders Changing the Order Status Deleting Order Information Viewing the Order’s History 133
INTELLITRACK ISRP V8.1 User Manual Introduction IntelliTrack ISRP accommodates receiving (i.e., incoming) orders in the workstation application via the three Receiving Order forms: • New Receiving Order form: Use this form to add receiving orders into the system. For more information, please refer to Adding New Receiving Orders. • Review Receiving Order form: Use this form to review receiving orders in the system. For more information, please refer to Reviewing Receiving Orders.
Chapter 8 Receiving Record Information • Carrier: delivery carrier. • Line Number: the line number for each order data record is displayed, thus allowing you to view the order by individual line items. • Ordered Quantity: displays the amount of the item ordered. • Prior Received Quantity: displays the item quantity previously received against this order, if applicable. • Newly Received Quantity: the amount of the item currently being received against this order.
INTELLITRACK ISRP V8.1 User Manual TABLE 12. Receiving Button Order Forms Buttons (Continued) Function Description Bar Code Labels Opens the Bar Code Labels form for the selected order. Receiving Form Availability New Receiving Order Review Receiving Order Change Receiving Order History Preview Opens the History form with this receiving order selected. Review Receiving Order Preview the Order form in Report format.
Chapter 8 Receiving Adding New Receiving Orders New receiving orders are added to the system at the New Receiving Orders form. To reach the New Receiving Orders form, select Manage > Receiving > New Order from the menu bar. The New Receiving Order form appears. This form contains Order Information and User Information sections, a Data section, which displays the order record details, and buttons along the bottom, which allow you to process receiving data.
INTELLITRACK ISRP V8.1 User Manual The Order Date field defaults to the current date. To change the date, click in the Order Date field and enter the desired order date. The order due date defaults to today’s date. To change the date, click in the Due Date field and enter the desired order due date. 2. The Created By field defaults to the current user’s name.
Chapter 8 Receiving 11. Click the drop-down arrow in the UOM field and select the UOM from the drop-down menu list that appears. Press the or key to advance to the Comments field. 12. Repeat steps 6—11 until all of the order’s items have been entered. 13. Select the Do It button found along the bottom of the form to process the new order, and clear the form. The form is cleared and a new receiving order number appears in the Order # field.
INTELLITRACK ISRP V8.1 User Manual 1. If multiple sites are being used, click the drop-down arrow in the Site field and select the site where the order resides from the drop-down menu list that appears. 2. Click the drop-down arrow in the Select type of orders to retrieve field and select the type of orders to be reviewed from the drop-down menu that appears. You may select from open, closed, or all. Open Order: Full or partial delivery of item is pending. Closed Order: Item has been delivered in full.
Chapter 8 Receiving The Change Receiving Order form appears: 1. Click the drop-down arrow in the Site field and select the desired site from the list that appears, if multiple sites are being used. 2. Click the drop-down arrow in the Select type of orders to retrieve field, and select the type of orders to be retrieved from the list. You may select from open, closed, or all. • Open Order: Full or partial delivery of item is pending. • Closed Order: Item has been delivered in full.
INTELLITRACK ISRP V8.1 User Manual 5. To increase the item quantity ordered: click in the Ordered field of the selected item and enter the new quantity ordered. 6. To add an item to the order: Click the drop-down arrow in the Item # field of the bottom row and select the new item to be added from the drop-down menu list that appears. Press the or the key on your keyboard to advance to the Ordered field. In the Ordered field, enter the item quantity. 7. 8.
Chapter 8 Receiving To change the order status, click Yes. To cancel changing the order status, click No. The dialog box closes and the order status is changed in the Change Picking Order form. Deleting Order Information Order information is deleted from the system at the Change Receiving Order form: 1. In the Order Information section of the form, click the drop-down arrow in the Order # field, and select the order that you want to delete from the drop-down menu list that appears. 2.
INTELLITRACK ISRP V8.1 User Manual The Delete Order dialog contains two options. Select the desired option, and then click the Do It button. • Delete ORDER number: if you select this option, the entire order specified will be deleted from the system, including all line number entries in the order (by default, the order currently selected is entered into the order number field). • Delete LINE number: if you select this option, only the line number specified will be deleted from this order number.
Chapter 8 Receiving The View History form appears, with this order already selected. To view transaction information about this order, click the Go button in the View History form. Note: To view history information, the history feature must be enabled in the System Options form.
INTELLITRACK ISRP V8.
CHAPTER 9 Picking Introduction Picking Order Information Order Information Record Information Picking Order Forms Buttons Adding New Picking Orders Reviewing Picking Orders Posting Changes to Picking Orders Deleting Order Information Changing the Order Status Viewing the Order’s Shipping Information Viewing the Order’s History 147
INTELLITRACK ISRP V8.1 User Manual Introduction IntelliTrack ISRP accommodates picking (i.e., outbound) orders in the workstation application via the three Picking Order forms: • New Picking Order form: Use this form to add picking orders into the system. For more information, please refer to Adding New Picking Orders. • Review Picking Order form: Use this form to review picking orders in the system. For more information, please refer to Reviewing Picking Orders.
Chapter 9 Picking Record Information • Ship To: customer shipping information. “Ship To” information is required if the Require Ship To option is enabled in the System Options form/Orders tab. • Carrier: user-selected delivery carrier associated with this order. • Method: user-selected carrier delivery method associated with the selected carrier. • Kit: Select a Kit as part of the pick order. In IntelliTrack ISRP, a “kit” represents a preset group of items, of varying quantities.
INTELLITRACK ISRP V8.1 User Manual Picking Order Forms Buttons In addition, the Picking Order forms contain action buttons along the bottom that allow you to process data. TABLE 13. Picking Button Order Forms Buttons Function Description Picking Form Activation Order Status Toggles the order status between open and closed. Change Picking Order Shipping Info Opens the Shipping form for the order and lists shipping information such as carrier and shipping method.
Chapter 9 Picking TABLE 13. Picking Button Order Forms Buttons (Continued) Picking Form Activation Function Description Delete Opens the Delete Order dialog, giving you the option to delete the entire picking record OR selected line number or item number record from the order.
INTELLITRACK ISRP V8.1 User Manual To add a new picking order to the system: 1. If the multiple sites feature has been enabled, click the drop-down arrow in the Site field and select the Site from drop-down menu list that appears. 2. If automate order numbering is enabled for picking orders, the order number will be automatically placed in the Order # field. If order numbering is not automated, enter the order number in the Order # field. 3. The order date and due date default to today’s date.
Chapter 9 Picking 6. Next, click the drop-down arrow in the Ship To field and select the shipping information for the selected customer from the drop-down menu list that appears. 7. Click the drop-down arrow in the Carrier field and select the carrier for the order. 8. If kits are part of the new picking order, enter the amount of kits needed (instead of individual item entries) in the Kits Needed field.
INTELLITRACK ISRP V8.1 User Manual Reviewing Picking Orders After the order is added at the New Picking Order form, the order may be viewed at the Review Picking Order form. Order information cannot be added, edited, or deleted from this form. To review a picking order: select Manage > Picking > Review Order from the menu bar; The Review Picking order form appears: When the Review Picking Order form opens, it is blank. To view a specific picking order, you must select the order: 1.
Chapter 9 Picking 3. Next, select the order number by clicking the drop-down arrow in the Order # field and selecting the order number from the menu that appears. The order data is displayed in the Review Mode. Note: Changes cannot be made to the order while in the Review mode. 4. When you are finished reviewing the picking order information, select either the Cancel button or the Close button to exit the form.
INTELLITRACK ISRP V8.1 User Manual When the form appears, it is blank. To edit a picking order, please refer to the instructions that follow. 1. Click the drop-down arrow in the Site field and select a site from the menu that appears. 2. Click the drop-down arrow in the Select type of orders to retrieve field and select the type of orders to be reviewed from the menu that appears: Open: Orders that have not been picked yet. Closed: Orders that have been picked.
Chapter 9 Picking key to advance to the Location field. Click the drop-down arrow in the Location field and select the new location from the menu that appears. The location list includes Locations, UOM and on hand quantity. If a Let down is needed, a prompt to perform a Let down is displayed. If the operator pick amount exceeds the quantity indicated by ISRP for that location, a caution box is displayed. The operator cannot perform a negative quantity pick from that location.
INTELLITRACK ISRP V8.1 User Manual If the order contains at least two line number items, a Delete Order dialog appears.: It gives you two options for deleting order information. Select the desired option, and then click the Do It button. • Delete ORDER number: if you select this option, the entire order specified will be deleted from the system, including all line number entries in the order (by default, the order currently selected is entered into the order number field).
Chapter 9 Picking Receiving Order form. The form will still contain the order information, however, the specified line number will be deleted. Changing the Order Status Viewing the Order’s Shipping Information You are able to change the status of the selected order in the Change Picking form from open to closed or vice versa. To change the order status: 1. Click the drop-down arrow in the Order # field and select the order number from the list that appears. 2.
INTELLITRACK ISRP V8.1 User Manual button in the View History form. For more information about the View History form, please refer to “Viewing Transaction History” on page 208.
CHAPTER 10 Import and Export Utility Introduction Reaching the Import Export Utility Using the Import Export Utility Help Menu Import-Export Interfaces Supported Import Export Utility File Types Selecting an Interface The Host Picking Interface The Host Receiving Interface Exporting and Importing Inventory Data Exporting Inventory Data Importing Inventory Data Exporting and Importing Item Data Exporting Item Data Importing Item Data Exporting and Importing Location Data Exporting Location Data Importin
INTELLITRACK ISRP V8.1 User Manual Introduction IntelliTrack ISRP provides an Import Export utility to import data into its database tables and export data from them. Import and export data is stored in text files [files with a (.txt) extension]. A folder is created during installation to hold these files and is found in your program directory (\IntelliTrack\ISRP\Import Export). When you are running in line number mode, the ISRP Import-Export Utility requires line number information.
Chapter 10 Import and Export Utility Menu Bar Configuration Settings Data Fields Command Buttons • The top section of the main form contains a menu bar and the import or export interface configuration settings. Caution: Do not change the export template setting unless you create a new destination file for the exported data or purge old data from the existing destination file. When exporting data, the data does not replace the destination file data, it merely appends to the existing file.
INTELLITRACK ISRP V8.1 User Manual File Menu Provides an option to exit the application. Click File > Exit to exit the Import Export Utility. View Menu Allows you to view the import and export text files and the error log. • Click View > Text File to open Notepad. • Click View > Error log to open the Import Export error log: • The Import Export error log displays the following information: Date: Displays the date and time the error occurred. Important for automated references.
Chapter 10 Import and Export Utility • Click Tools > Options to display the Options form. You are able to change Import Export Utility configuration settings at this form. Language: Choose the language preference by clicking the drop-down arrow in the Language field and selecting the desired language from the list that appears. Auto-start Import Export when computer starts: Check this box to launch the Import Export Utility each time the computer is rebooted.
INTELLITRACK ISRP V8.1 User Manual Help Menu 4. Continue with steps 1 through 3 until you have made all of your language substitutions. 5. When are finished, select the Close button to close the form and save your changes. The changes will appear in the import or export fields for each interface field that was changed. (Make sure that the default language setting matches the fields you have changed.
Chapter 10 Import and Export Utility TABLE 14. Import-Export Utility Interfaces (Continued) Data Interfaces Description Item Import Imports item data from a specified text file into the ISRP database. Location Export Exports specified location data to a specified text file. Location Import Imports location data from a specified text file into the ISRP database. Picking Export Exports specified picking data to a specified text file.
INTELLITRACK ISRP V8.1 User Manual TABLE 15. Import Selecting an Interface File Type Options File Type Description Tab Delimited Expects a delimited file (.txt) with each field separated by tabs only. FixedWidth A very specific and less flexible file; it is for systems that can only provide fixed width output; each field must be the same width in every record. The data fields available for importing data or exporting data vary, depending on the import or export interface chosen.
Chapter 10 Import and Export Utility The Interface Template The grid in the middle of the form displays a list of fields available to be imported or exported in the selected interface and serves as the interface template: • The Field Name field displays the ISRP fields with information that can be imported or exported. • If the box in the Required field is checked, this field must be selected. The field must have a numeric position greater than zero, and it must be contained in your import file.
INTELLITRACK ISRP V8.1 User Manual A Note About Importing Data When importing data, your import file must contain exactly the same number of fields for which you assign positions in the interface template grid. Enter a position number in the Position field for each field that is included in the file being imported.
Chapter 10 Import and Export Utility The Host Picking Interface The Host Picking Interface communicates picking order activity back to a host system. The fields are selected and ordered; however, you may reorder the selected fields, if desired. The file type and name are set by the user. Quantities that are shipped against a picking order are exported to a text file in a specified folder location.
INTELLITRACK ISRP V8.1 User Manual 3. Select the ellipsis (...) button in the Export filename field. The Open window appears. Navigate to the export file location to enter it in the Export filename field. Or, manually enter the export file name and location in the Export filename field. (By default the file will be exported to your Program Files\IntelliTrack\ISRP\Utility\Export folder.) The exported file is a text file. 4. Next, click the Fixed Width or Tab Delimited radio button to select the file type.
Chapter 10 Import and Export Utility The list of fields available for the selected interface are displayed. If desired, you may reorder the field order positions. 2. Set a time interval for automatically communicating with the Host Receiving system, if desired, by entering an amount of time in the Interval field, and then selecting the radio button next to the desired time parameter (Hours, Minutes, or Seconds). Communication with the host system will occur automatically at this interval.
INTELLITRACK ISRP V8.1 User Manual Exporting and Importing Inventory Data Inventory data may be exported from IntelliTrack ISRP or imported into IntelliTrack ISRP through the Import-Export Utility. For more information about exporting and importing inventory data, please refer to the following sections. Exporting Inventory Data Inventory data is exported to the specified file based on the configuration settings, the data filtering that is applied, and the selected field name position.
Chapter 10 Import and Export Utility Filter Inventory dialog example above. You are able to specify the following data: • Site: To filter Inventory by a specific site, click the drop-down arrow in this field and select a Site from the list that appears. • Location: Becomes enabled if you choose a Site for filtering. To filter inventory by a specific site location, click the drop-down arrow in this field and select a location from the list that appears.
INTELLITRACK ISRP V8.1 User Manual The list of fields available to be imported are displayed. 176 2. Select the ellipsis (...) button in the Import filename field. The Open window appears. Navigate to the file location to enter it in the Import filename field. Or, manually enter the file name and location in the Import filename field. (By default the Open window points to the Program Files\IntelliTrack\ISRP\Utility\Import folder.) The imported file must be a text file. 3. Next, select the file type.
Chapter 10 Import and Export Utility Exporting and Importing Item Data Item data may be exported from IntelliTrack ISRP or imported into IntelliTrack ISRP through the Import-Export Utility. For more information about exporting and importing item data, please refer to the following sections. Exporting Item Data Item Data may be exported to a specified file, based on the configuration settings, the data filtering that is applied, and the selected field name position. 1.
INTELLITRACK ISRP V8.1 User Manual and the unchecked Serialized Only and Kit Masters Only check boxes. You are able to filter the following data: • Type: To filter item data by a specific item type (or category), click the drop-down arrow in this field and select the item type from the list that appears. • Serialized Only: Check this box to filter item data by serialized items. • Kit Masters Only: Check this box to filter item data by Kit Masters.
Chapter 10 Import and Export Utility The list of available fields for importing item data is displayed. 2. Select the ellipsis button (...) by the Import filename field to open the Open window and navigate to the import file location and select it; or enter the file location in this field. The import file must be a text file. (The default import file location is Program Files\IntelliTrack\ISRP\Utility\Import.) 3. Next, select the file type.
INTELLITRACK ISRP V8.1 User Manual Exporting and Importing Location Data Location data may be exported from IntelliTrack ISRP or imported into IntelliTrack ISRP through the Import Export Utility. For more information about exporting and importing location data, please refer to the following sections. Exporting Location Data 180 Location data is exported to a specified file based on the configuration settings, the data filtering that is applied, and the selected field name position.
Chapter 10 Import and Export Utility • Site: To filter location data by Site, click the drop-down arrow in this field and select the Site from the list that appears. • Location Hold Only: Check this box to filter location data by locations with a hold (or quarantine) designation. Click the Apply button to apply the filter settings to the Location Export Interface template and close the Filter Location dialog. Click the Clear button to clear the filter settings in the Filter Location dialog.
INTELLITRACK ISRP V8.1 User Manual 2. Select the ellipsis button (...) by the Import filename field to navigate to the import file location and select it; or enter the file location in this field. 3. Next, select the file type. Click the radio button next to Tab Delimited if this is a tab delimited file. Or, click the radio button next to Fixed Width if this is a fixed width file. 4. Enter a position number in the Position field for each field that is included in the file being imported.
Chapter 10 Import and Export Utility Exporting Picking Order Data To export picking order data to a specified file: 1. Click the drop-down arrow in the Interface field and select Picking Export from the list that appears: 2. Next, click the Filter button. The Order Filter dialog appears: 3. By default, the filtering from your last session is applied. If no filtering is set, all picking orders in the database will be exported.
INTELLITRACK ISRP V8.1 User Manual select the radio button next to the Closed Only selection. To filter data by both open and closed orders, select the radio button next to the Both selection. • Date Range for Order Date or Due Date: To filter data by order date, select the radio button next to the Order Date selection. To filter data by due date, select the radio button next to the Due Date selection.
Chapter 10 Import and Export Utility 1. Click the drop-down arrow in the Interface field and select Picking Import. 2. Set the time interval, if desired, for importing data to the specified file location. Enter the amount of time in the Interval field and then select the parameter: Hours, Minutes, or Seconds, by selecting the radio button next to the desired choice. Data will be imported automatically per the Interval setting. Entering a zero (0) in the Interval field discontinues this service. 3.
INTELLITRACK ISRP V8.1 User Manual Exporting and Importing Receiving Order Data Based on the configuration settings, the data filtering that is applied, and the field name position, the receiving order data is exported from IntelliTrack ISRP into a specific file, or imported into the IntelliTrack ISRP database from a specific file. Exporting Receiving Order Data 186 To export receiving order data to a specific file, please refer to the instructions that follow: 1.
Chapter 10 Import and Export Utility • Site: To filter receiving order data by a specific site, click the dropdown arrow in this field and select a Site from the list that appears. • Customer: To filter receiving order data by customer, click the drop-down arrow in this field and select a Customer from the list that appears. • Order Type: To filter receiving order data by open orders, select the radio button next to Open Only.
INTELLITRACK ISRP V8.1 User Manual Importing Receiving Order Data Receiving orders may be created from an external host through this import function. The import data structure must include the order’s header information as well as the detail item information. While creating the order all dependent tables are updated. This means that new sites, items, line numbers, and units of measure are added to their respective tables. Vendor data may be updated also, but it is optional.
Chapter 10 Import and Export Utility heading. Site and Vendor ID selection are available based on application option settings. 5. If the Fixed Width file type is selected a Length entry is required for each selected field. 6. Select the Do It button to import the Receiving Order. If the import does not operate successfully the error log is displayed. 7. Select the View/Preview button to display the imported file.
INTELLITRACK ISRP V8.
CHAPTER 11 ISRP System Maintenance Introduction Verifying Database Connection IntelliTrack Database SQL Server Logon Information Strong Password Requirements Testing the Database Connection via the UDL File Connecting to the Database with SQL Server Management Studio Changing the Application Database Connection Backing Up the Database Database Backup and Restore with SQL Server IntelliTrack Backup and Restore Utilities Front-End File Backup Compacting the Workstation 191
INTELLITRACK ISRP V8.1 User Manual Introduction IntelliTrack ISRP is a client server system using SQL Express or SQL Server to handle the MDF back-end data file (or database) and MS Access to handle much of the application front-end. For optimum system performance, it is a good idea to regularly perform basic system maintenance, including: 1. Backing up your database; for more information: please see “Backing Up the Database” on page 200. 2.
Chapter 11 ISRP System Maintenance contains varied characters and is at least 8 characters long. For strong password requirements, see “Strong Password Requirements” on page 193. Strong Password Requirements Testing the Database Connection via the UDL File The default IntelliTrack password for SQL 2008 login is IntelliTrack#2008. It is a strong password. A strong password is required for SQL Server login. A strong password meets the following requirements: 1.
INTELLITRACK ISRP V8.1 User Manual To test the ISRP database connection by using the DATA.UDL file, refer to the steps that follow. 194 1. Go to the IntelliTrack ISRP program folder. By default it is installed on C:\Program Files\IntelliTrack\ISRP. Locate the DATA.UDL file. 2. Select the DATA.UDL file and then double-click it.
Chapter 11 ISRP System Maintenance 3. The Data Link Properties screen appears. The Data Link Properties screen shows the database information that is currently stored by the application, including the server name, server logon information (username and password), and the database name on the server. Generally, this information is set during product installation.
INTELLITRACK ISRP V8.1 User Manual 196 4. To test the server and database connection for ISRP, select the Test Connection button in the Data Link Properties screen. 5. If the database is properly setup and connected to ISRP, the following message appears: Test Connection Succeeded. This means that the application can find the database and connect to it; and when you open ISRP, the information found in this database will be included in the application forms, history, and reports. 6.
Chapter 11 ISRP System Maintenance Connecting to the Database with SQL Server Management Studio SQL Server or SQL Express is an application that manages and runs your IntelliTrack database. (If you do not have a full version of SQL Server on your system, ISRP installation will run and install SQL Express.) Part of the SQL Server and SQL Express 2008 installation includes the Microsoft SQL Server Management Studio.
INTELLITRACK ISRP V8.1 User Manual example below shows the ISRP80 database expanded in the Object Explorer portion of the window, thus showing you that the database has been created. Changing the Application Database Connection The IntelliTrack ISRP database connection is set at workstation installation. However, if this location changes, or you need to connect to a different database while in ISRP, perform the following steps: 1. 2.
Chapter 11 ISRP System Maintenance 3. In the 1. Select to enter a server name field, click the drop-down arrow and select the server name on which the ISRP database resides from the list that appears. If it is not listed in the drop-down list, type the server name in this field. 4. In the 2. Enter information to log on to the server field, select the Authentication mode used by the server.
INTELLITRACK ISRP V8.1 User Manual 7. Click OK to close the form. 8. For the database connection changes to take effect, you must exit from the IntelliTrack ISRP application, and then open it again. Exit IntelliTrack ISRP by clicking Manage > Quit from the Manage ribbon. Then, start IntelliTrack ISRP by clicking Start > Programs > IntelliTrack > ISRP > ISRP Workstation. Backing Up the Database We recommend backing up the database daily. You have two options for backing up your data: 1.
Chapter 11 ISRP System Maintenance restore.dat. The most recent backup file, backup.dat, found in the databackup folder in your ISRP directory, is restored. Important: The Backup and Restore batch files are created during the database installation and they use the database settings from the installation. If the database settings are wrong, the utilities will not work. If you change the database settings, you must update them in the batch files. (You may edit the batch files in Notepad.
INTELLITRACK ISRP V8.1 User Manual 202 3. Next, select the databackup folder in your IntelliTrack program directory (typically located at C:\Program Files\IntelliTrack\ISRP), and then right-click to view the right-click menu. 4. Select Properties from the right-click menu. The databackup Properties window appears.
Chapter 11 ISRP System Maintenance 5. In the databackup Properties window, select the Security tab to bring this portion to the front. If the name of your service account is not listed in this window, you must add it; continue with the next step. (If the name of your service account is listed, skip ahead to step 9.) 6. Click the Add button in order add the name of the network service account that SQL Server uses. The Select Users, Computers, or Groups window appears.
INTELLITRACK ISRP V8.1 User Manual 204 7. In the Enter the Object Names area of the window, enter the service account name (typically this is called Network Service) and then click the Check Names button to verify this name. If the name is correct, it will automatically become underlined. (If this name is not correct, verify it again in the Administrative Tools\Services list, please see steps 1 and 2.) 8. Click OK to add the account to the Groups or user names area of the Security tab.
Chapter 11 ISRP System Maintenance 10. Click OK to close the databackup Properties window. Your databackup folder now has the necessary permissions to create a backup database when you run the backup.bat batch utility. Front-End File Backup The IntelliTrack ISRP front-end data files are stored in the IntelliTrack ISRP root folder (\Program Files\IntelliTrack\ISRP\ISRP.ACCDB). Backup of the ISRP front-end is normally not needed since only temporary data is stored there.
INTELLITRACK ISRP V8.
CHAPTER 12 History Introduction Viewing Transaction History Retrieving History Data History Data Displayed in the View History Form History Reports Inventory History Reports Picking History Reports Receiving History Reports 207
INTELLITRACK ISRP V8.1 User Manual Introduction The history option enables your system to continually monitor warehouse activity. Specific inventory, receiving, and picking transactions throughout the system are monitored and placed in a history table, which may be viewed at the View History form. History information is also included in several system reports. Note: History logging keeps track of most warehouse transactions, including those generated on portable data terminals.
Chapter 12 History Note: When the History form opens, the default site is selected, but no history data is retrieved until you click the Go button. The View History form appears. —Or— Select the History button found along the bottom of any of the Receiving and Picking Order forms. The History form opens with the order number filled in the Order # field and the order type selected.
INTELLITRACK ISRP V8.1 User Manual To filter, retrieve, and view history data, please refer to the instructions below: 1. If you have enabled the multiple sites option and can view all sites, you are able to sort your history data by a specific site or by all sites in the system. To retrieve history data by a site other than your default site, click the drop-down arrow in the Site field, and select the desired site from the list that appears.
Chapter 12 History • Let-down: inventoried item let down(s) performed • Move from: inventory site and/or location move • Move to: inventory site and/or location move • New item: new item(s) added to inventory • Open Pick Order: pick orders manually re-opened • Open Recv Order: receiving orders manually re-opened • Physical Inventory: physical inventory count • Pick: picking order transactions • Pick cancel: anytime a picking order transaction is cancelled • Pick change: picking order chan
INTELLITRACK ISRP V8.1 User Manual If a large number of records are found, you may want to further limit the search criteria before continuing. 212 10. Select the Go button to retrieve the history data. 11. A message appears, letting you know that the local tables are being updated. 12. When the data has been updated the message box disappears and a list of transaction records is displayed in the history log section of the form.
Chapter 12 History History Data Displayed in the View History Form The history log section of the View History form displays the retrieved history data: It contains the following information for each history record: TABLE 16.
INTELLITRACK ISRP V8.1 User Manual History Reports The following history reports are available in the Select Reports form (Reports > Select Reports). For more information, please refer to “Reaching the Select Reports Form” on page 238. Note: To have accurate history data for these reports, the Log History option must be enabled in the System Options form (Tools > Setup > System Options/Options tab).
Chapter 12 History • Receiving History Lots/Dates by Order: Shows receiving order transaction history by receiving order number. The report also shows lot and expiration date information for the items included in the receiving order. • Receiving History Lots/Dates by Vendor: Shows receiving order transaction history by vendor. The report also shows lot and expiration date information for the items included in the receiving order.
INTELLITRACK ISRP V8.
CHAPTER 13 Queries Introduction Querying Inventory Data by Item # or Location Querying Item Data by Category and by Kits 217
INTELLITRACK ISRP V8.1 User Manual Introduction IntelliTrack ISRP contains two standard queries: the inventory query and the item query. • Inventory Query: contains preset inventory data fields and queries that information by item number or location. • Item Query: contains preset item data and queries that information by category or kit master name. To reach the application queries, select View > View in the ribbon. The Query section of the ribbon contains two options: Item and Inventory.
Chapter 13 Queries 2. The default system site is automatically selected in the Site field. If multiple sites are enabled, you may change the site setting, if desired. Click the drop-down arrow in the Site field and select a site from the list that appears. 3. To query inventory data by item, click the drop-down arrow in the Item # field and select the item from the list that appears.
INTELLITRACK ISRP V8.1 User Manual 6. Click the Print button found along the bottom of the form to print the query information in report format. 7. To close the form, click the Close button found along the bottom of the form. Querying Item Data by Category and by Kits Item data is queried at the Item Query form. Item data may be queried by category for individual items, all items and kit master names, or kit master names.
Chapter 13 Queries 2. To query items by category, click the drop-down arrow in the Category field, and select the category from the list that appears; —Or— To query all items and all kit masters in the application, click the dropdown arrow in the Category field and select the {All}; —Or— To query items by the kit master name(s) entered into the application, mark the Show Kit Masters check box. (To see the items that comprise the kit, go to the Kit Maintenance form.
INTELLITRACK ISRP V8.1 User Manual 222 5. Click the Preview button found along the bottom of the form to view the item query information in a report format on-screen. 6. Select the Close button found along the bottom of the form to close the form.
CHAPTER 14 Printing Labels Bar Code Label Feature Label Printer Required Drivers Printing and Previewing Item and Location Labels Printing Sequential Number Labels Adding a New Label Format Editing an Existing Label Format Printing Custom Labels 223
INTELLITRACK ISRP V8.1 User Manual Bar Code Label Feature Your ISRP application contains the NiceLabel print-only bar code engine. The Bar Code Labels form contains preformatted bar code label templates for each label type (Location, Item #, Item #/Description, Item#/Location, Sequential, Custom, Item ID, Cust/Emp ID). You are able to print preformatted labels from the Bar Code Labels form. Important: The preformatted label templates are created to work with Zebra printers.
Chapter 14 Printing Labels Printing and Previewing Item and Location Labels To preview and print bar code labels for inventory item data and for location data, please follow the steps below. 1. Select Reports > Bar Code Labels > Bar Code Labels from the menu bar. The Bar Code Labels form appears. 2. In the Label Type portion of the form, select a label type: 3. • Location: print a specified range of location labels in the label printing software application.
INTELLITRACK ISRP V8.1 User Manual 4. Click the Do It button found along the bottom of the form. 5. The Select Records form appears. The records for the selected label type are included in the form. The records available for label printing are found in the record list portion of the form. Use the Shift key or the Ctrl key on the keyboard to select the records for which you want to print labels.
Chapter 14 Printing Labels 6. To preview the selected label or labels, click the Preview button found along the bottom of the form. 7. To print the selected label or labels in the label printing software application, click the Print button found along the bottom of the form. 8. The label printing software opens; the Print window appears. Click the Print button to print your selected ISRP labels from the label printing software. Note: IntelliTrack, Inc. supports Zebra Label printers.
INTELLITRACK ISRP V8.1 User Manual 2. Select Sequential in the Label Type portion of the form. The Sequential Label formats appear in the Label List area of the form. Label List 228 3. Select the Sequential Label format that you want to use for the sequential label(s) from the list that appears in the Label List portion of the form. 4. Click the Do It button. The Sequential Bar Code form appears.
Chapter 14 Printing Labels 5. In the Sequential Bar Code form, click in the Initial Value field (starting point for the label number) and enter the value of the first bar code. Press the Tab key on the keyboard to advance to the Increment field. 6. In the Increment field, enter the incremental increase of each label number after the starting number. Press the Tab key on the keyboard to advance to the Total Qty field. 7. In the Total Qty field, enter the total amount of labels that you want to print.
INTELLITRACK ISRP V8.1 User Manual Note: IntelliTrack, Inc. support Zebra label printers. The preformatted labels contained in ISRP are designed to use a Zebra label printer. 13. If you are finished previewing and/or printing your labels in the label printing software, close the label and then close the label printing software. You are returned to the Bar Code Labels form in ISRP. Adding a New Label Format For full label design capability (i.e.
Chapter 14 Printing Labels • Item#/ Description: create a new item number and description label in the label printing software. • Item#/ Location: create a new item number and location label in the label printing software. • Sequential: create a new sequential label in the label printing software. • Custom: create a new custom label in label printing software. 3. Click the New button found along the bottom of the form. 4. The New Label form appears.
INTELLITRACK ISRP V8.1 User Manual Label List Editing an Existing Label Format For full label design capability (i.e., the ability to create and edit labels), the ISRP application integrates with the NiceLabel application; however, NiceLabel must be purchased separately. Contact IntelliTrack Sales at sales@intellitrack.net for more information. To edit an existing label format, you must have a full version of NiceLabel software. Refer to the steps that follow to edit an existing label format. 1.
Chapter 14 Printing Labels 2. 3. In the Label Type portion of the form, select a label type. • Location: edit location labels for a specified label size in the label printing software. • Item#: edit item number labels for a specified label size in the label printing software. • Item#/ Desc: edit item number and description labels for a specified label size in the label printing software.
INTELLITRACK ISRP V8.1 User Manual 4. Click the Edit button found along the bottom of the form. 5. The selected label file is opened in the label printing software application. Edit the label file in the label printing software application. 6. When you are finished, save your changes to the label and close the label printing software application. You are returned to the Bar Code Labels form in the ISRP application. The label has been changed.
Chapter 14 Printing Labels 1. Select Reports > Bar Code Labels > Bar Code Labels from the menu bar. The Bar Code Labels form appears. 2. In the Label Type portion of the form, select Custom. The preformatted custom labels appear in the Label List portion of the form. 3. Select the custom label that you want to print from the Label List in the Bar Code Labels form. 4. Click the Do It button found along the bottom of the form. 5.
INTELLITRACK ISRP V8.
CHAPTER 15 Reports Introduction Reaching the Select Reports Form Inventory Reports Generating an Inventory Report Picking Reports Generating a Picking Report Receiving Reports Generating a Receiving Report IntelliTrack Report Print and Export Options Print Options Export Options Customizing Reports Reaching the Customize Reports Form 237
INTELLITRACK ISRP V8.1 User Manual Introduction The ISRP reports are grouped into three types: inventory, picking, and receiving. Inventory Reports: The Inventory Reports sort inventory information based on warehouse space, inventory transaction history, inventory locations, item category, and item detail. Inventory reports also keep track of inventory reconciliation, stock summary, prime locations, and reorder information.
Chapter 15 Reports TABLE 17. ISRP Inventory Reports Inventory Report Description Available Warehouse Space Lists each location for the specified site(s), total cubic space, total occupied cubic space, available cubic space, and the percent available space for the site locations and percentage range specified. Batch Cycle Count Lists the items due to be cycle counted along with their on hand quantity. History by Date Lists transaction history by date for the date range specified.
INTELLITRACK ISRP V8.1 User Manual TABLE 17. ISRP Inventory Reports (Continued) Inventory Report Description Inventory Item Summary The Inventory Item Summary Report computes the total item quantity and displays the minimum, maximum, and reorder quantity for the item(s) selected throughout the system. Inventory Reconciliation Shows the quantity difference between the on hand quantity and the inventory quantity for each item by location. Also shows the date of the most recent inventory for each item.
Chapter 15 Reports TABLE 17. ISRP Inventory Reports (Continued) Inventory Report Description Overstock Summary Totals the cost of overstocked items and totals the cube size of overstocked items at the site specified. Breaks down overstocked items individually, listing the on hand quantity for the item, the minimum quantity and maximum quantity, and the overstock quantity. Breaks down the cost/UOM, the total cost per UOM, and the on hand quantity per UOM for each overstocked item.
INTELLITRACK ISRP V8.1 User Manual 2. Next, select the desired Inventory Report from the list of available Inventory reports displayed in the Report Type section of the form. The report’s selection criteria are enabled in the Selection Criteria section of the form. List of available reports Report Selection Criteria Note: The selection criteria fields for inventory reports become enabled depending on the Inventory report selected.
Chapter 15 Reports • In the Location field, click the drop-down arrow in the From field and select the beginning location from the list that appears.Next, click the drop-down arrow in the To field and select the ending location from the list that appears to set a location range for the report. To select one location for the report, enter the same location in the Location From and To fields. To include all locations in the report, leave the Location From and To fields blank.
INTELLITRACK ISRP V8.1 User Manual To include all items in the report, leave the Category From and To fields blank. • In the Percentage selection criteria field, enter a starting percentage in the From field and ending percentage in the To field to set a percentage limit for the report. To run the report for a specific percent, enter the same percent value in the Percentage From and To fields. To include all percent values in the report, leave the Percentage From and To fields blank. 4.
Chapter 15 Reports TABLE 18. ISRP Picking Reports Picking Report Description Closed Picking Orders Lists the closed picking orders and displays the following information about the order: order number, associated customer, ISRP user, item number, item description, and item unit of measure for all items in the order, ordered quantity, shipped quantity, quantity balance, and transaction date. Customer Records without Names Lists all customer records in the system that do not contain a customer name.
INTELLITRACK ISRP V8.1 User Manual TABLE 18. ISRP 246 Picking Reports (Continued) Picking Report Description Open Picking Orders This report displays open picking orders. The order number, customer information, user information, order date, due date, ship date are displayed. Additionally, this report lists the item(s) in the order and the item description, alternate item number, and unit of measure.
Chapter 15 Reports TABLE 18. ISRP Picking Reports (Continued) Picking Report Description Picking Orders with Invalid Customer Lists picking orders that contain invalid customer information. Also displays order number, order date, due date, ship date, and order status. Picking Report Each order included in the report resides on its own page. Order information includes the order number, due date, ship date, site, and ship to ID.
INTELLITRACK ISRP V8.1 User Manual TABLE 18. ISRP Picking Reports (Continued) Picking Report Description Shipped Picking Orders This report lists picking orders that have a shipped quantity. For each picking order with any amount of shipped quantity, the report lists the site, order number, customer information, user, order status, order date, due date, and ship date.
Chapter 15 Reports 2. Next, select the desired Picking report from the list of available Picking Reports displayed in the form. The report’s selection criteria are enabled in the Selection Criteria section of the form. Note: The selection criteria fields for picking reports become enabled depending on the Picking report selected.
INTELLITRACK ISRP V8.1 User Manual • In the Order # field, enter a starting order number in the From field and an ending order number in the To field to set an order number range for the report. To run the report for one order number, enter the same order number in the Order # From and To fields. To include all order numbers in the report, leave the Order # From and To fields blank.
Chapter 15 Reports To include all customers in the report, leave the Customer ID From and To fields blank. 4. If you need to change the report criteria, click the Clear Fields button, and select your criteria again. 5. When you are finished defining the report criteria, select the Print button to print the report to the default printer. Or, select the Preview button to preview the report onscreen. When you preview the report onscreen, print options for the report are also available there.
INTELLITRACK ISRP V8.1 User Manual TABLE 19. ISRP Receiving Reports Receiving Report Description Backordered P.O.s Lists unfilled receiving orders that have a partial received quantity. Closed Receiving Orders Lists closed receiving orders by site, order number range, order date range, due date range, and receive date range specified.
Chapter 15 Reports TABLE 19. ISRP Receiving Reports (Continued) Receiving Report Description Past Due Receiving Orders This report includes receiving orders that have any item balance past the order due date. For each order listed, the report shows the site, order number, vendor information, user information, order status (open or closed), order date, due date, receive date, item information, ordered item quantity, received item quantity, and item balance.
INTELLITRACK ISRP V8.1 User Manual TABLE 19. ISRP Generating a Receiving Report 254 Receiving Reports (Continued) Receiving Report Description Receiving Order Report with Serial # This report displays information found in the Receiving Order form for a specified receiving order number. Information included for the order are the site, order number, vendor ID, vendor name, user ID, order date, due date, and receive date.
Chapter 15 Reports The report’s selection criteria are enabled in the Selection Criteria section of the form. • 3. In the Selection Criteria section of the Select Reports form shown above, the selection criteria enabled for the Closed Receiving Orders report includes Site, Order #, Order Date, Due Date, and Receive Date. Hence, you are able to limit the date pulled for the report by a specified site, order number range, order date range, due date range, and receive date range.
INTELLITRACK ISRP V8.1 User Manual in the To field, and select the ending item number for the item number range. To select one item number for the report, enter the same item number in the Item # From and To fields. To include all item numbers in the report, leave the Item # From and To fields blank. • In the Order # field, enter a starting order # in the From field and an ending order # in the To field to set an order number range.
Chapter 15 Reports To select one vendor in the report, select the same vendor in the Vendor ID From and To fields. To include all vendors in the report, leave the Vendor ID From and To fields blank. 4. If you need to change the report criteria, click the Clear Data Filters button, and select your criteria again. 5. When you are finished defining the report criteria, select the Print button to print the report to the default printer. Or, select the Preview button to preview the report onscreen.
INTELLITRACK ISRP V8.1 User Manual Print Options Export Options 258 While previewing the report onscreen, two print options are available in the IntelliTrack Report ribbon: print and quick print. • Print: Select the Print option to print the report via the Print window. At this window, select a printer from your list of available printers to send the report to, as well as any other printing options available from this window, such as page range and number of copies.
Chapter 15 Reports Save As type field. Click the Save In button to browse to the folder in which you want to save the report.When you are ready to export the report to PDF or XPS format, select the Publish button. If you select the Open file after publishing option, the Publish As PDF window closes and the report appears onscreen as a PDF or XPS file. It is also saved as a PDF or XPS file in the location that you selected.
INTELLITRACK ISRP V8.1 User Manual Adding the New Report to the Front End 1. Select the data type of the report by clicking the radio button next to the desired report type: • Inventory • Picking • Receiving The data refreshes automatically to display the current data type selection. 260 2. Click the Add button found along the bottom of the form: 3. A blank line is added to the bottom of the list. 4. Click in the Report Name field and enter the report name.
Chapter 15 Reports 7. When you are finished adding the new report information, click the Save button found along the bottom of the form. To exit the form and cancel your changes, click the Cancel button found along the bottom of the form. To delete an added report from the list, click the Delete button found along the bottom of the form. (You cannot delete a report that is shipped with IntelliTrack ISRP from the Customize Reports form.
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Appendix A 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 263
INTELLITRACK ISRP V8.1 User Manual Verifying Database Connection Your IntelliTrack application contains a database that stores your data and all data transactions. It is located on a PC or network server. In IntelliTrack v8.x applications, the database is managed by SQL Server or SQL Express. During application installation, SQL login is set and your IntelliTrack database is created.
Appendix A Database Maintenance that it must be a strong password. A strong password meets the following requirements: Testing the Database Connection via the UDL File 1. Can’t contain the account name or part of the account name in it. 2. Must be at least 8 characters long. 3.
INTELLITRACK ISRP V8.1 User Manual TABLE 22. IntelliTrack Application Folder Location: 64-bit System IntelliTrack Application Default Folder Location Check InOut C:\Program Files (x86)\IntelliTrack\DMS\Check In Out\8.1 Fixed Assets C:\Program Files (x86)\IntelliTrack\DMS\Fixed Assets\8.1 Inventory C:\Program Files (x86)\IntelliTrack\DMS\Inventory\8.1 Stockroom C:\Program Files (x86)\IntelliTrack\DMS\Stockroom\8.1 Package Track C:\Program Files (x86)\IntelliTrack\DMS\Package Track\8.
Appendix A Database Maintenance Database Connection Test Example You are able to easily test your IntelliTrack application’s database connection by using the DATA.UDL file. In this example, the Check In-Out database connection is tested by using the DATA.UDL file. You may test any IntelliTrack application’s database connection in the same way. 1. Go to the IntelliTrack Check In-Out program folder. By default it is installed on C:\Program Files\IntelliTrack\DMS\Check In Out\8.1. Locate the DATA.UDL file.
INTELLITRACK ISRP V8.1 User Manual 268 4. To test the server and database connection for Check In-Out, select the Test Connection button in the Data Link Properties screen. 5. If the database is properly setup and connected to Check In-Out, the following message appears: Test Connection Succeeded. This means that the application can find the database and connect to it; and when you open Check In-Out, the information found in this database will be included in the application forms, history, and reports.
Appendix A Database Maintenance 6. Connecting to the Database with SQL Server Management Studio If the test connection fails, it is usually because the database cannot be located or the server name or logon information is wrong. If this is the case, the database may not have been created during installation, or the name is different than the one entered. Or, the server connection information to the database is entered incorrectly.
INTELLITRACK ISRP V8.1 User Manual 270 3. It contains the server name, authentication, and database name of your IntelliTrack database. If all necessary information is entered correctly, including server type (Database Engine), server name (name of your IntelliTrack server/instance), authentication (logon method), username and password, you will be able to connect to your IntelliTrack database engine when you click the Connect button.
Appendix A Database Maintenance Changing the Application Database Connection The application database connection is set at application installation. If the database location changes, or you need to connect to a different database, you are able to do so from the IntelliTrack application.
INTELLITRACK ISRP V8.1 User Manual 3. The server is found in the 1. Select to enter a server name field. (This is the SQL Server that runs your database.) To change the database server, click the drop-down arrow in this field to view the list of servers and select the server name\instance name (if you are using an instance name) on which the database resides. If it is not listed, type the server name in this field. 4. The server log on information is found in the 2.
Appendix A Database Maintenance example for Check In-Out: DATACHE80, and then browsing or entering the database name including the full path to it (for example): for 32-bit systems: • C:\Program Files\Microsoft SQL Server\MSSQL\Data\DATACHE80.MDF for 64-bit systems: 7. • C:\Program Files (x86)\Microsoft SQL Server\MSSQL\Data\DATACHE80.MDF • Click the Test Connection button to verify the database is connected.
INTELLITRACK ISRP V8.1 User Manual 2. In the Database portion of the Options window, click the Change Database button. The Data Link Properties window appears. It contains information about the database connection. 3. To change the server connection: In the 1. Select to enter a server name field, click the drop-down arrow and select the server name\instance name (if you are using an instance name) on which the Package Track data file resides from the list that appears.
Appendix A Database Maintenance then browsing or entering the data file name, including the full path (example for 32-bit systems: C:\Program Files\Microsoft SQL Server\MSSQL\Data\PTSQL.MDF); or for 64-bit systems: C:\Program Files(x86)\Microsoft SQL Server\MSSQL\Data\PTSQL.MDF. 7. Click OK to close the form and attach the database to the application. Changing the Database Connection in WMS or ISRP The IntelliTrack WMS/ISRP database connection is set at workstation installation.
INTELLITRACK ISRP V8.1 User Manual • Select the radio button next to the Use Windows NT Integrated security option if you are using NT Authentication. • Select the radio button next to the Use a specific user name and password option if SQL Server Authentication is used. The User name and Password fields become enabled. Enter a valid user login and password in the fields provided (the default IntelliTrack sa user password for SQL 2008 Express is IntelliTrack#2008).
Appendix A Database Maintenance Database Maintenance Database Backup and Restore with SQL Server/ SQL Express We recommend backing up the database every day. Use SQL Server or an IntelliTrack Utility to backup your database: • If you have the full version of SQL Server, this process is provided for by SQL Server. (Please refer to “Database Backup and Restore with SQL Server/SQL Express” on page 277 for more information.
INTELLITRACK ISRP V8.1 User Manual 278 3. Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of the window. 4. Select the IntelliTrack database that you want to back up and then right-click it. The right-click menu appears.
Appendix A Database Maintenance 5. In the right-click menu, select Tasks > Back Up. 6. The Back Up Database dialog appears. The General page is displayed.
INTELLITRACK ISRP V8.1 User Manual 280 7. In the Back Up Database window, accept all the default settings in the Source and Backup set portion of the window. 8. The Destination portion of the window shows the type of backup destination (options include Disk or Tape) and where the database will be backed up to. In the Back up to portion of the window, the Disk option and a backup folder location are automatically set for database backup destination.
Appendix A Database Maintenance 9. The Destination area of the window is cleared. 10. Next, select where you want the backup to go. Click the Add button in the Destination portion of the window. The Select Backup Destination dialog appears. 11. In the Select Backup Destination dialog, click the Browse button to select where you want the backup to go. 12. The Locate Database Files window appears. Browse to the backup file location. Make sure that the Backup Files (*.
INTELLITRACK ISRP V8.1 User Manual 13. Click OK to close this window. You are returned to the Select Backup Destination window. The database location and file name are set. Make sure that the file extension is set as .bak.
Appendix A Database Maintenance 14. In the Select Backup Destination dialog, click the OK button to close it. You are returned to the Backup Database window. The backup file destination and filename with extension (in this example, DATACHE80_0607.bak) are entered in the Destination portion of the window. 15. Next, bring the Options portion of the Back Up Database window to the front by clicking the Options selection in the Select a Page portion of the Backup Database window.
INTELLITRACK ISRP V8.1 User Manual 284 16. In the Options portion of the Back Up Database window, in the Overwrite Media portion to the right, select the Overwrite all existing backup sets option. 17. You are now ready to execute the backup procedure. Click OK to execute the database backup.
Appendix A Database Maintenance 18. The database is backed up. (Note the default location of your database backup file; it is found in the Destination portion of the Backup Database window, shown above.) Database Restore with SQL Server Management Studio You are able to use SQL Server Management Studio to restore (or recover) a backup of your IntelliTrack database in the event of data loss or damage.
INTELLITRACK ISRP V8.1 User Manual 3. 286 Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of the window.
Appendix A Database Maintenance 4. Select the IntelliTrack database that you want to restore and then right-click it. The right-click menu appears. 5. In the right-click menu, select Tasks > Restore > Database.
INTELLITRACK ISRP V8.1 User Manual 288 6. The Restore Database window appears. It automatically selects the Destination and Source to restore. This is for the selected IntelliTrack database. 7. In the Source for restore section of the window, select the From Device option. 8. Next, click the Browse (...) button. The Specify Backup Dialog appears.
Appendix A Database Maintenance 9. The Specify Backup dialog appears. Click the Add button in the Specify Backup dialog. 10. The Locate Backup File window appears. Browse to the Backup file location and select the database backup file. The file information including the selected path, file type, and file name populate the form. 11. Click Ok to select this file to restore. You are returned to the Specify Backup window.
INTELLITRACK ISRP V8.1 User Manual 290 12. Click Ok to close the Specify Backup window. You are returned to the Restore Database window. This file location/filename are entered in the Select the backup sets to restore portion of the window. 13. In the Select the backup to restore section, mark the Restore check box for this database.
Appendix A Database Maintenance 14. In the Select Page portion of the Restore Database window select the Options selection to view the Options portion of the Restore Database window. 15. From the Options portion of the Restore Database window, in the Restore Options portion, select the Overwrite the existing database (WITH REPLACE) option. Note that by default, the selected backup database will be restored to the original database name (in this example, DATACHE80).
INTELLITRACK ISRP V8.1 User Manual 16. If restoring a backup to the same database that the backup file came from, the Restore As “destination” settings (where the database will be restored to) should be the same as the backup location that is automatically entered for Row Data and File Type. However, the Restore As destination location should be verified. If necessary, point them to the right location either by entering this location in the Restore As field or clicking the Browse (...
Appendix A Database Maintenance IntelliTrack Backup and Restore Database Utilities 18. When the database is successfully restored, the following message appears onscreen. 19. Click OK to close the message. The next time that you open your IntelliTrack application, it will use the restored database. IntelliTrack batch utilities may also be used to backup and restore the database. The backup and restore methods are explained in the following section: “Batch Utilities” on page 293.
INTELLITRACK ISRP V8.1 User Manual 2. These utilities are found in your program folder: • For 32-bit systems: TABLE 23. IntelliTrack Application Folder Location: 32-bit Systems IntelliTrack Application Default Folder Location Check InOut C:\Program Files\IntelliTrack\DMS\Check In Out\8.1\backup.bat and restore.bat. Fixed Assets C:\Program Files\IntelliTrack\DMS\Fixed Assets\8.1\backup.bat and restore.bat. Inventory C:\Program Files\IntelliTrack\DMS\Inventory\8.1\backup.bat and restore.bat.
Appendix A Database Maintenance TABLE 24. IntelliTrack IntelliTrack Application Application Folder Location: 64-bit Systems Default Folder Location WMS C:\Program Files (x86)\IntelliTrack\WMS\backup.bat and restore.bat. ISRP C:\Program Files (x86)\IntelliTrack\ISRP\backup.bat and restore.bat. 3. To create a backup, double-click the backup utility file backup.bat. A backup file of the database called backup.dat is placed in the databackup folder in your Check In Out directory. 4.
INTELLITRACK ISRP V8.1 User Manual From the Administrative Tools, select Services to reach the Services list. 296 2. In the list of Services, locate SQL Server (MSSQL). This listing contains a Log On As entry. This is the name of the Service Account for SQL Server. Typically, it is named Network Service. Make a note of the Log On As entry name because this is the name of the service account. In order to create a backup database with the backup.
Appendix A Database Maintenance 4. Select Properties from the right-click menu. The databackup Properties window appears. 5. In the databackup Properties window, select the Security tab to bring this portion to the front. If the name of your service account is not listed in this window, you must add it; continue with the next step. (If the name of your service account is listed, skip ahead to step 9.
INTELLITRACK ISRP V8.1 User Manual 298 6. Click the Add button in order add the name of the network service account that SQL Server uses. The Select Users, Computers, or Groups window appears. 7. In the Enter the Object Names area of the window, enter the service account name (typically this is called Network Service) and then click the Check Names button to verify this name. If the name is correct, it will automatically become underlined.
Appendix A Database Maintenance 8. Click OK to add the account to the Groups or user names area of the Security tab. The Select Users, Computers, or Groups window closes and you are returned to the databackup Properties window\Security tab. 9. Select the account name in the Group or user names portion of the window (typically this is called Network Service). In the Permissions for (service account) area of the window, make sure that the Allow check box is marked for Read and Write.
INTELLITRACK ISRP V8.1 User Manual 10. 300 Click OK to close the databackup Properties window. Your databackup folder now has the necessary permissions to create a backup database when you run the backup.bat batch utility.
Appendix B Sample Inventory Reports Available Warehouse Space Report Batch Cycle Count History by Date Report History by Item Report Inventory by Category Report Inventory by Location Report Inventory by Lot, Expiration Date Report Inventory Item Detail Report Inventory Item Summary Report Inventory Reconciliation Report Inventory with Pictures Report Inventory with Negative Quantity Report Kit Maintenance Form Report Overstock Summary Report Primary Location Report Reorder Summary Report Velocity Report–P
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Appendix B Sample Inventory Reports Batch Cycle Count 303
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Appendix B Sample Inventory Reports History by Item Report 305
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Appendix B Sample Inventory Reports Inventory by Location Report 307
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Appendix B Sample Inventory Reports Inventory Item Detail Report 309
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Appendix B Sample Inventory Reports Inventory Reconciliation Report 311
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Appendix B Sample Inventory Reports Inventory with Negative Quantity Report 313
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Appendix B Sample Inventory Reports Overstock Summary Report 315
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Appendix B Sample Inventory Reports Reorder Summary Report 317
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Appendix B Sample Inventory Reports Velocity Report–Receiving 319
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Appendix C Sample Picking Reports Closed Picking Orders Report Customer Records without Names Report Customer Report New Picking Order Report Open Picking Order Items Report Open Picking Orders Report Packing List Report Past Due Picking Orders Report Picking History Lots/Dates by Customer Report Picking History Lots/Dates by Item Report Picking History Lots/Dates by Order Report Picking Order Differences Report Picking Order Form Report (w/Serial Number) Picking Orders with Invalid Customer Report Picking
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Appendix C Sample Picking Reports Customer Records without Names Report Lists all customer records in the system that do not contain a customer name. This report is useful because customer records can be entered without a name via the portable device. To run this report: 1. In the Report Type section of the form, select Picking. Next, select Customer Records without Names. (This report cannot be filtered.) 2.
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Appendix C Sample Picking Reports New Picking Order Report 325
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Appendix C Sample Picking Reports Open Picking Orders Report 327
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Appendix C Sample Picking Reports Past Due Picking Orders Report 329
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Appendix C Sample Picking Reports Picking History Lots/Dates by Item Report 331
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Appendix C Sample Picking Reports Picking Order Differences Report 333
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Appendix C Sample Picking Reports Picking Orders with Invalid Customer Report 335
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Appendix C Sample Picking Reports Picking Report with Bar Codes 337
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Appendix C Sample Picking Reports Shipping Information For the specified picking order, the report lists the shipping details as logged into the ISRP application. If your ISRP application is integrated with UPS On Line WorldShip, this report will list the UPS Tracking Number(s) associated with this shipment, if applicable. To run this report: 1. In the Report Type section of the form, select Picking. Next, select Shipping Information. 2.
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Appendix D Sample Receiving Reports Backordered P.O.
INTELLITRACK ISRP V8.1 User Manual Backordered P.O.
Appendix D Sample Receiving Reports Closed Receiving Orders Report 343
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Appendix D Sample Receiving Reports Open Receiving Order Items Report 345
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Appendix D Sample Receiving Reports Past Due Receiving Orders Report 347
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Appendix D Sample Receiving Reports Receiving History Lots/Dates by Item Report 349
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Appendix D Sample Receiving Reports Receiving History Lots/Dates by Vendor Report 351
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Appendix D Sample Receiving Reports Receiving Order Form w/Serial Number Report 353
INTELLITRACK ISRP V8.1 User Manual Receiving Orders with Invalid Vendor Report Lists all receiving orders that contain invalid vendor information (such as orders that do not have a vendor assigned to them). Also displays order number, order date, due date, receive date, and order status. To run this report: 1. In the Report Type section of the form, select Receiving. Next, select Receiving Orders with Invalid Vendor. (This report cannot be filtered.) 2.
Appendix D Sample Receiving Reports Vendor Report 355
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Glossary Glossary Actual Quantity The actual quantity represents the prior pick or new pick quantity in a picking order or the prior receive or new receive quantity in a receiving order. Application Directory The target path where a program executable file resides, consisting of the drive letter and folder. The application directory is important to know when installing the ISRP workstation application, and if setting an external bar code application for label creation and printing.
INTELLITRACK ISRP V8.1 User Manual Expiration Date The product expiration date. Commonly used with perishable inventory items. Extended Cost The total cost of an item in inventory (by site or location), based on the extended quantity of the item. Extended Quantity The total individual item quantity in a location or site. (When using multiple units of measure, the extended quantity represents the item total in “eaches.
Glossary ISRP Architecture IntelliTrack ISRP is built on the three-tier architecture recommended by Microsoft for client/server environments. Three separate areas integrate to form your IntelliTrack ISRP product: the workstation application, the server, and the database; thus forming a scalable client/server that can handle a large number of users against a large database.
INTELLITRACK ISRP V8.1 User Manual 360 Physical Inventory An inventory count of all items by location; usually performed with a portable data collection terminal. Picker The ISRP system user who is picking the order. Picking Order Outbound orders. Inventory is picked to fulfill the order. Portable Data Collection Terminal (PDT) A portable device used to collect inventory data and perform inventory functions. Interfaces with the ISRP workstation application through a separate Batch Portable Utility.
Glossary Ship To ID The system identifier for the Customer shipping information. Shipped Quantity The prior pick or newly picked quantity in a picking order. Shipping The transporting of goods. It is considered the final step in the picking process. Shipping Method The shipping delivery method for delivering goods (i.e., next day air, ground, etc.) Site A warehouse or storage facility. Site Locations Locations reside within a “Site” and are added to a site at the Locations form.
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Index Index A Adding item picture 92 item to picking order 156 item to receiving order 142 kit 131 picking order 151 Application closing 13 logging into 11 logging out of 11 Auto Delete Inventory when zero quantity 33 B Backing up WMS files 205 Backup database 277 Bar Code printing 3 Bar Code Label creating a new format 230 editing an existing format 232 feature 224 previewing 225 printer required drivers 224 printing 225 sequential numbers 227 C Carrier 52, 135 associated with picking order 149, 153 Categ
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Index Importing data 161 inventory data 166, 175 item data 167, 178 location data 167, 181 picking data 167, 184 receiving data 167, 188 IntelliTrack ISRP architecture, first tier 4 architecture, second tier 4 architecture, third tier 5 product versions 2 Interface export 166 host picking 166, 171 host receiving 166, 172 import 166 import-export receiving export 186 inventory export 166, 174 inventory import 166, 175 item export 166, 177 item import 167, 178 location export 167, 180 location import 167, 18
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Index P Paperless picking 3 receiving 3 Password changing 12 database access 198, 275 Permissions for backup/restore utilities 295 Physical Inventory 3 Picking Customer ID 152 Customer Name 152 exporting data 183 history 209 host import-export utility 171 importing data 184 item number 156 new orders 151 paperless 3 primary locations 8 reports 244 Picking Data purging 23 Picking Export Interface 167 Picking Import Interface 167 Picking Order add new quantity 156 adding item 156 carrier association 153 cust
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Index defining warehouse storage locations 5 System Options 27 auto delete locations with zero inventory 117 auto delete when zero inventory 33 available options 32 data table updates 34 features 30 form tabbed sections 28 form names 33 international settings 43 item pictures 33 language settings 43 line number 36 lock period 33 log history totals 32 logging history option 32 order preferences sort order consideration 35 picking order preferences 35 receiving order preferences 35 replacing on hand quantity
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