Intellitrack Inventory Management Bedienungsanleitung PDF herunterladen (Seite 60)

INTELLITRACK INVENTORY V8.1

User Manual

Basic Startup Procedures

Upon installation, you are provided with sample data. Use IntelliTrack

DMS Inventory with the sample database to become familiar with the

application.

After you have registered your product and are ready to use Inventory to

track and manage your circulating inventory, PURGE the sample data from

the system via the Purge options. For more information, please see

“Purg-

ing Data” on page 47.

Next, we encourage you to set system information at the Options form.

This includes entering company information, enabling system features and

options included with your system, enabling and setting security, adding

system users, specifying the bar code program, and choosing system lan-

guage and date formats. For more information, please see

“System Setup”

on page 56.

Important: Be aware that the options (i.e., pictures, history, security, etc.)

you intend to use with your system need to be activated.

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

includes:

1. Entering lookup information such as units of measure, item categories,

and sites into the system via the lookup tables. Please see

“Lookups” on

page 83 for more information.

2. After you have entered your sites and enabled the Site option, define

the default site and set site privileges. Please see

“Setting Site Options”

on page 63 for more information.

3. Then, create locations for your sites and items for your inventory; thus

enabling you to create your physical inventory. Please see

“Item#/Loca-

tion Form” on page 112 for more information.

Before you enter any data, please review

“Precautions When Entering

Data” on page 42.

Warning: When entering data in the application, DO NOT USE special

characters or quotes with the exception of dashes, dots, and spaces. Except

for dashes, dots, and spaces, if you use special characters or quotes when

entering data in the application, the database will become corrupted.

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Intellitrack Inventory Management Bedienungsanleitung Seite 60