Government
Restricted
Rights
Legend;
International
Use
General
INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE
LIMITATION MAY NOT APPLY TO YOU.
Use, duplication or disclosure by the United States Government is subject to restrictions of Restricted Rights for computer SOFTWARE developed at private expense as set forth in FAR Sec. 52.227-19 or DOD FAR Supplement Sec. 252,227-7013(c)(1)(ii), and successor thereof, as applicable. If you are sublicensing or using the SOFTWARE outside of the United
States, you will comply with the applicable local laws of your country,
U.S. export control laws, and the English language version of this SOFT-
WARE License Agreement.
This Agreement will be governed by the laws of the State of Maryland, without reference to conflict of laws principles. This Agreement is the entire agreement between us and supersedes any other communications or advertising with respect to the SOFTWARE and accompanying documentation. If any provision of this Agreement is held invalid, the remainder of this Agreement will continue in full force and effect. If you have any questions, please contact in writing: IntelliTrack, Inc., 5 Shawan Rd., Suite 200,
Hunt Valley, MD., 21030.
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Contents
Software License Agreement....................................................................................... ii
License ......................................................................................................................... ii
30-Day Guarantee; Disclaimer ............................................................................ iv
Limitation Of Liability ........................................................................................ iv
Government Restricted Rights Legend; International Use................................... v
General.................................................................................................................. v
About this Manual ........................................................................................................... xix
Introduction................................................................................................................ xx
The ISRP 8.1 Interface............................................................................................... xx
Action Conventions ................................................................................................. xxii
Mouse Actions .................................................................................................. xxii
Selecting Ribbon Options ................................................................................ xxiii
Clicking Buttons .............................................................................................. xxiv
Choosing a Setting........................................................................................... xxiv
Query Boxes and Dialog Boxes ................................................................ xxv
Formatting Conventions ......................................................................................... xxvi
Cautions and Notes .......................................................................................... xxvi
Keystrokes ...................................................................................................... xxvi
Keyboard Keys ................................................................................................ xxvi
ENTER Key.............................................................................................. xxvi
TAB Key .................................................................................................. xxvi
Form/Screen Items........................................................................................... xxvi
Date and Time Conventions................................................................................... xxvii
Technical Support .................................................................................................. xxvii
CHAPTER 1: Introduction ....................................................................1
IntelliTrack ISRP Features and Benefits...................................................................... 2
Product Features ................................................................................................... 2
IntelliTrack ISRP Architecture .................................................................................... 4
First Tier: Workstation Area ................................................................................. 4
Workstation Components .............................................................................. 4
Second Tier: Server .............................................................................................. 4
Server Components ....................................................................................... 5
Third Tier: Database ............................................................................................. 5
Preparing Warehouse Data........................................................................................... 5
Assembling Warehouse Data................................................................................ 5
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Defining Storage Locations ........................................................................... 5
Defining Items ............................................................................................... 6
Establishing Material Flow............................................................................ 6
Receiving Area .............................................................................................. 7
Forward Picking Areas and the Shipping Process ......................................... 7
CHAPTER 2: Getting Started ................................................................9
Basic Startup Procedures............................................................................................ 10
Using the Application................................................................................................. 11
Logging into the Application ..................................................................................... 11
Using the Security Ribbon Options............................................................................ 11
Logging Out ........................................................................................................ 11
Changing your Password .................................................................................... 12
Closing the Application ...................................................................................... 13
Using the Dashboard .................................................................................................. 13
Reloading the Dashboard .................................................................................... 15
Navigating through the Application........................................................................... 15
Precautions when Entering Data ................................................................................ 15
CHAPTER 3: Purging Data ................................................................17
Introduction ................................................................................................................ 18
Sample Data ........................................................................................................ 18
Reaching the Purge Form ........................................................................................... 18
Purge Form Buttons ............................................................................................ 19
Selecting a Site.................................................................................................... 20
Purging Inventory Data .............................................................................................. 21
Sites..................................................................................................................... 21
Items.................................................................................................................... 21
Locations............................................................................................................. 21
Reorder Quantity................................................................................................. 21
Primary Location................................................................................................. 22
Inventory by Location......................................................................................... 22
Zero Locations .................................................................................................... 22
Purging Picking Order Data ....................................................................................... 23
Purging Receiving Order Data ................................................................................... 23
Purging History Data.................................................................................................. 24
Purging Lookup Data ................................................................................................. 25
Purging Customers/Vendors Data ....................................................................... 25
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Purging Lookups................................................................................................. 25
Performing a Data Purge............................................................................................ 26
CHAPTER 4: System Options .............................................................27
Introduction................................................................................................................ 28
Setting Company Information ................................................................................... 29
Enabling System Features.......................................................................................... 30
Setting System Options.............................................................................................. 32
Establishing Order Parameters................................................................................... 35
Setting Picking and Receiving Order Options.................................................... 35
Using Line Numbers........................................................................................... 36
Automate Line Number Setting.......................................................................... 37
Setting Security.......................................................................................................... 37
Enabling Security................................................................................................ 37
Adding a New User ............................................................................................ 38
Editing User Information.................................................................................... 40
Deleting a User ................................................................................................... 40
User Tasks........................................................................................................... 41
Assigning User Tasks .................................................................................. 42
Language, Time, and Date Settings ........................................................................... 43
Working with the Language Form ............................................................................. 43
Language Settings............................................................................................... 45
Renaming a Title, Label, or Command...................................................................... 46
Enabling a Form’s User-Defined Fields .................................................................... 47
CHAPTER 5: Lookups .........................................................................51
Introduction................................................................................................................ 52
Carrier ....................................................................................................................... 52
Adding a Carrier ................................................................................................. 53
Editing a Carrier ................................................................................................. 53
Deleting a Carrier ............................................................................................... 53
Shipping Method........................................................................................................ 54
Adding a Shipping Method................................................................................. 54
Editing a Shipping Method................................................................................. 55
Deleting a Shipping Method............................................................................... 55
Unit of Measure ......................................................................................................... 56
Adding a Unit of Measure .................................................................................. 57
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Editing a Unit of Measure................................................................................... 57
Deleting a Unit of Measure................................................................................. 58
Category .................................................................................................................... 58
Adding a Category .............................................................................................. 58
Editing a Category .............................................................................................. 59
Deleting a Category ............................................................................................ 59
Site ............................................................................................................................. 60
Adding a Site....................................................................................................... 60
Editing a Site....................................................................................................... 61
Deleting a Site..................................................................................................... 61
Setting Site Privileges ................................................................................................ 62
UPS OnLine® WorldShip®-ISRP Integration........................................................... 62
Preparing the Databases ...................................................................................... 63
Creating a Data Source Name (DSN) .......................................................... 63
Setting Up a Keyed Import ................................................................................. 64
Creating and Naming the Import Map......................................................... 64
Activating the Keyed Import ....................................................................... 71
Setting Up a Keyed Export ................................................................................. 72
Creating and Naming the Export Map......................................................... 72
Activating the Keyed Export ....................................................................... 80
UPS Shipping Information Displayed in ISRP .......................................................... 82
CHAPTER 6: Initializing the Warehouse ...........................................83
Introduction ................................................................................................................ 84
Creating Locations for Each Site ............................................................................... 84
Adding a Location to A Site ............................................................................... 85
Assigning a Location Quarantine ................................................................ 85
Selecting a Quarantine Location.................................................................. 86
Deleting a Location...................................................................................... 86
Adding Items to IntelliTrack ISRP............................................................................. 87
Form Modes ........................................................................................................ 87
Review Mode............................................................................................... 88
Add Mode .................................................................................................... 88
Edit Mode .................................................................................................... 88
Item Data Form Buttons...................................................................................... 89
Adding an Item to the Database.......................................................................... 90
Adding a Picture of the Item........................................................................ 92
User Defined Fields ............................................................................................ 94
Storing Reorder Quantity Ranges & Cycle Count Intervals ............................... 95
Establishing an Item Unit of Measure Range............................................................. 96
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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..................................................................................... 99
Adding Inventory Button.................................................................................. 100
Managing Customer Information............................................................................. 103
Customers Form Buttons .................................................................................. 103
Adding New Customers.................................................................................... 104
Editing Customer Information.......................................................................... 106
Adding Customer Shipping Information .......................................................... 106
Editing Shipping Information ........................................................................... 107
Deleting Customer/Shipping Information ........................................................ 107
Managing Vendor Information................................................................................. 108
Vendors Form Buttons ...................................................................................... 108
Adding a New Vendor ..................................................................................... 109
Editing Vendor Information...............................................................................110
Deleting Vendor Information.............................................................................110
CHAPTER 7: Inventory Management ..............................................111
Introduction...............................................................................................................112
Working with Inventory Information........................................................................112
Inventory Data Form Buttons ............................................................................113
Retrieving Inventory Data ........................................................................................114
Adding an Item to a Location ............................................................................115
Editing an Item Quantity in a Location .............................................................116
Modifying an Item’s Inventory Record .............................................................117
Working with Inventory Counts ........................................................................117
Updating Inventory.................................................................................... 118
Deleting Inventoried Values ..............................................................................119
Let Downs................................................................................................................ 121
Performing a Let Down .................................................................................... 121
Reaching the Inventory Let Down Form from the Inventory Data Form . 122
Tracking Inventory Movement ................................................................................ 124
Moving an Item Between Locations................................................................. 124
Move Item Form Buttons ................................................................................. 124
Moving an Item................................................................................................. 125
Mass Move............................................................................................................... 126
Recording a Mass Move ................................................................................... 126
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Mass Move Form Buttons................................................................................. 127
Moving All Items in a Location........................................................................ 127
Kitting....................................................................................................................... 130
Creating Kits ..................................................................................................... 130
Kit Maintenance Form Buttons......................................................................... 130
Adding a New Kit ............................................................................................. 131
Editing an Existing Kit...................................................................................... 132
Picking a Kit...................................................................................................... 132
CHAPTER 8: Receiving .....................................................................133
Introduction .............................................................................................................. 134
Receiving Order Information ................................................................................... 134
Order Information ............................................................................................. 134
Record Information ........................................................................................... 135
Receiving Order Forms Buttons............................................................................... 135
Adding New Receiving Orders ................................................................................ 137
Reviewing Receiving Orders ................................................................................... 139
Posting Changes to Receiving Orders...................................................................... 140
Changing the Order Status ................................................................................ 142
Deleting Order Information .............................................................................. 143
Viewing the Order’s History ............................................................................. 144
CHAPTER 9: Picking ........................................................................147
Introduction .............................................................................................................. 148
Picking Order Information ....................................................................................... 148
Order Information ............................................................................................. 148
Record Information ........................................................................................... 149
Picking Order Forms Buttons................................................................................... 150
Adding New Picking Orders .................................................................................... 151
Reviewing Picking Orders ....................................................................................... 154
Posting Changes to Picking Orders.......................................................................... 155
Deleting Order Information .............................................................................. 157
Changing the Order Status ................................................................................ 159
Viewing the Order’s Shipping Information....................................................... 159
Viewing the Order’s History ............................................................................. 159
CHAPTER 10: Import and Export Utility ...........................................161
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Introduction.............................................................................................................. 162
Reaching the Import Export Utility ......................................................................... 162
Using the Import Export Utility........................................................................ 163
File Menu................................................................................................... 164
View Menu ................................................................................................ 164
Tools Menu................................................................................................ 164
Help Menu ........................................................................................................ 166
Import-Export Interfaces.......................................................................................... 166
Supported Import Export Utility File Types..................................................... 167
Import File Type Options .......................................................................... 167
Selecting an Interface ....................................................................................... 168
The Interface Template.............................................................................. 169
A Note About Importing Data................................................................... 170
The Host Picking Interface ...................................................................................... 171
The Host Receiving Interface .................................................................................. 172
Exporting and Importing Inventory Data ................................................................ 174
Exporting Inventory Data ................................................................................. 174
Importing Inventory Data ................................................................................. 175
Exporting and Importing Item Data......................................................................... 177
Exporting Item Data ......................................................................................... 177
Importing Item Data ......................................................................................... 178
Exporting and Importing Location Data.................................................................. 180
Exporting Location Data................................................................................... 180
Importing Location Data................................................................................... 181
Exporting and Importing Picking Order Data.......................................................... 182
Exporting Picking Order Data .......................................................................... 183
Importing Picking Order Data .......................................................................... 184
Exporting and Importing Receiving Order Data...................................................... 186
Exporting Receiving Order Data ...................................................................... 186
Importing Receiving Order Data ...................................................................... 188
CHAPTER 11: ISRP System Maintenance .........................................191
Introduction.............................................................................................................. 192
Verifying Database Connection ............................................................................... 192
IntelliTrack Database........................................................................................ 192
SQL Server Logon Information........................................................................ 192
Strong Password Requirements ........................................................................ 193
Testing the Database Connection via the UDL File ......................................... 193
Connecting to the Database with SQL Server Management Studio................. 197
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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................................................................. 201
Front-End File Backup ............................................................................................. 205
Compacting the Workstation .................................................................................... 205
CHAPTER 12: History .........................................................................207
Introduction .............................................................................................................. 208
Viewing Transaction History.................................................................................... 208
Retrieving History Data ........................................................................................... 209
History Data Displayed in the View History Form........................................... 213
History Reports ........................................................................................................ 214
Inventory History Reports................................................................................. 214
Picking History Reports .................................................................................... 214
Receiving History Reports ................................................................................ 214
CHAPTER 13: Queries ........................................................................217
Introduction .............................................................................................................. 218
Querying Inventory Data by Item # or Location...................................................... 218
Querying Item Data by Category and by Kits.......................................................... 220
CHAPTER 14: Printing Labels ...........................................................223
Bar Code Label Feature............................................................................................ 224
Label Printer Required Drivers ......................................................................... 224
Printing and Previewing Item and Location Labels ................................................. 225
Printing Sequential Number Labels ......................................................................... 227
Adding a New Label Format.................................................................................... 230
Editing an Existing Label Format ............................................................................ 232
Printing Custom Labels............................................................................................ 234
CHAPTER 15: Reports ........................................................................237
Introduction .............................................................................................................. 238
Reaching the Select Reports Form ........................................................................... 238
Inventory Reports..................................................................................................... 238
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Generating an Inventory Report ....................................................................... 241
Picking Reports........................................................................................................ 244
Generating a Picking Report.................................................................................... 248
Receiving Reports.................................................................................................... 251
Generating a Receiving Report......................................................................... 254
IntelliTrack Report Print and Export Options.......................................................... 257
Print Options..................................................................................................... 258
Export Options.................................................................................................. 258
Customizing Reports................................................................................................ 259
Reaching the Customize Reports Form ............................................................ 259
Adding the New Report to the Front End.................................................. 260
APPENDIX A: Database Maintenance ...............................................263
Verifying Database Connection ............................................................................... 264
IntelliTrack Database........................................................................................ 264
SQL Server Logon Information........................................................................ 264
SQL Server 2008 Login Strong Password Requirements ......................... 264
Testing the Database Connection via the UDL File ......................................... 265
Database Connection Test Example.......................................................... 267
Connecting to the Database with SQL Server Management Studio................. 269
Changing the Application Database Connection.............................................. 271
Changing the Database Connection in Check In-Out, Fixed Assets, Inventory, or
Stockroom.................................................................................................. 271
Changing the Database Connection in Package Track.............................. 273
Changing the Database Connection in WMS or ISRP .............................. 275
Database Backup and Restore.................................................................................. 276
Database Maintenance ...................................................................................... 277
Database Backup and Restore with SQL Server/SQL Express ........................ 277
Database Backup with SQL Server Management Studio.......................... 277
Database Restore with SQL Server Management Studio.......................... 285
IntelliTrack Backup and Restore Database Utilities........................................ 293
Batch Utilities............................................................................................ 293
Databackup Folder Permissions ................................................................ 295
APPENDIX B: Sample Inventory Reports ..........................................301
Available Warehouse Space Report ......................................................................... 302
Batch Cycle Count ................................................................................................... 303
History by Date Report ............................................................................................ 304
History by Item Report ............................................................................................ 305
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Inventory by Category Report.................................................................................. 306
Inventory by Location Report .................................................................................. 307
Inventory by Lot, Expiration Date Report ............................................................... 308
Inventory Item Detail Report ................................................................................... 309
Inventory Item Summary Report.............................................................................. 310
Inventory Reconciliation Report .............................................................................. 311
Inventory with Pictures Report ................................................................................ 312
Inventory with Negative Quantity Report................................................................ 313
Kit Maintenance Form Report.................................................................................. 314
Overstock Summary Report ..................................................................................... 315
Primary Location Report.......................................................................................... 316
Reorder Summary Report......................................................................................... 317
Velocity Report–Picking .......................................................................................... 318
Velocity Report–Receiving ...................................................................................... 319
APPENDIX C: Sample Picking Reports .............................................321
Closed Picking Orders Report.................................................................................. 322
Customer Records without Names Report ............................................................... 323
Customer Report ...................................................................................................... 324
New Picking Order Report....................................................................................... 325
Open Picking Order Items Report............................................................................ 326
Open Picking Orders Report .................................................................................... 327
Packing List Report.................................................................................................. 328
Past Due Picking Orders Report............................................................................... 329
Picking History Lots/Dates by Customer Report..................................................... 330
Picking History Lots/Dates by Item Report ............................................................. 331
Picking History Lots/Dates by Order Report ........................................................... 332
Picking Order Differences Report............................................................................ 333
Picking Order Form Report (w/Serial Number)....................................................... 334
Picking Orders with Invalid Customer Report ......................................................... 335
Picking Report.......................................................................................................... 336
Picking Report with Bar Codes................................................................................ 337
Shipped Picking Orders Report................................................................................ 338
Shipping Information ............................................................................................... 339
UPS Packing List ..................................................................................................... 340
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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 ....................................................................... 345
Open Receiving Orders Report................................................................................ 346
Past Due Receiving Orders Report .......................................................................... 347
Received Orders Report........................................................................................... 348
Receiving History Lots/Dates by Item Report......................................................... 349
Receiving History Lots/Dates by Order Report....................................................... 350
Receiving History Lots/Dates by Vendor Report .................................................... 351
Receiving Order Differences Report ....................................................................... 352
Receiving Order Form w/Serial Number Report ..................................................... 353
Receiving Orders with Invalid Vendor Report ........................................................ 354
Vendor Records without Names Report................................................................... 354
Vendor Report .......................................................................................................... 355
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