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InventoryControl Printable Help
9.
You can optionally enter a Customer in the Customer field.
10. When you have completed the information on this screen, click Disassemble.
The Disassemble button will not be enabled until all required information is entered in the
appropriate fields. The Commit button will not be enabled until at least one Add is posted to the
Pending Transaction List.
If any of the component items are tracked (by serial number, for example), you will be taken to
the Add screen after you click Disassemble.
The Add screen lists all component items for this Assembly Item. Items that appear with a
green checkmark are ready to be added.
Items that are not checked need additional information, usually a Track By.
Note: If this Assembly Item has been modified, the View Config History button, shown below,
will appear at the top of the screen.
109
- Table of Contents 3
- Chapter 1 - Getting Started 16
- 1.4 Set Up Cycle Overview 18
- 1.5 Step One - Create Users 19
- 1.8 Step Four - Add Users 20
- 2.1 Barcode Best Practices 24
- 2.2 What is a Barcode? 25
- 2.4.1 What is a Site? 27
- 2.4.2 What is a Location? 27
- 2.6 Labeling Items 30
- 2.8 Using Custom Fields 37
- 4.1 User Log On 49
- 4.2 About the About Screen 51
- 4.3 Main Screen 53
- 4.3.1 Section A: Toolbar 54
- 4.4 Changing Your Password 57
- 4.5 Update License Screen 58
- 4.6 Selecting Sites 60
- 4.7 Logging Out 63
- 4.10 Alerts 67
- 4.11 Adding Notes 69
- 5.1 Creating a New Site 70
- 5.2 Creating New Customers 72
- 5.3.3 Location Settings Tab: 81
- 5.3.5 Manage Suppliers Tab: 85
- 5.3.7 Saving the New Item: 87
- 5.7 Creating New Locations 89
- 5.8 Creating New Suppliers 95
- Chapter 6 - Editing Data 99
- 6.3 Editing Kit Items 100
- 6.4 Editing Sites 100
- 6.6 Edit Customer 101
- 6.7 Editing Suppliers 101
- 6.8 Editing Manufacturers 101
- 6.9 Editing Pick Orders 101
- Chapter 7 - Assembly Items 103
- Field Description 106
- 7.2.3 Location Settings Tab: 110
- 7.2.4 Assembly Tab: 112
- 7.2.6 Manage Suppliers Tab: 116
- 7.2.8 Saving the New Item: 117
- 7.3 Building Assembly Items 118
- 8.1 Working with Lists 127
- 8.1.1 Section A: Toolbar 128
- Button Description 129
- 8.1.3 Section C: Buttons: 136
- 8.2 Item List Example 138
- 8.3 Inventory List Example 139
- 8.4 Site List Example 140
- 8.5 Location List Example 141
- 8.6 Customer List Example 142
- 8.7 Manufacturer List 143
- 8.8 Supplier List 144
- 8.9 Pick Order List Example 145
- Chapter 9 - Inventory 148
- 9.3 Removing Inventory 155
- 9.4 Moving Inventory 159
- 9.5 Checking In Inventory 163
- 9.6 Checking Out Inventory 167
- 9.7.1 Adjusting Inventory: 171
- Chapter 10 - Kit Items 176
- 10.2 Creating a Kit Item 178
- 10.2.2 Kit Information Tab: 181
- 10.2.5 Saving the New Item: 184
- 10.3 Removing Kit Items 185
- Chapter 11 - Pick Orders 189
- 11.2 Creating a Pick Order 190
- 11.3 Editing Pick Orders 194
- 11.5 Picking Orders 196
- 12.6 Purchase Order FAQ 213
- 12.8 Receive/Pick Menu 215
- 13.2 Using the Labels Menu 230
- Chapter 14 - Reports 235
- 14.2 Report Viewer 236
- Chapter 15 - Administration 240
- 15.4 Backing up the Database 251
- 15.5 Restore the Database 252
- 15.6 Options Screen 253
- 15.6.3 Allow Over Pick 257
- 15.6.4 Allow Over Receive 257
- 15.6.7 Automatic New 257
- 15.6.16 Edit Field Names: 260
- 15.6.17 Max Row Count: 260
- 15.6.30 SMTP User: 263
- 15.7 Archiving Transactions 264
- 15.8 Editing Field Names 265
- 15.9 Using Custom Fields 268
- 16.1.2 How to Import Data: 272
- 16.3 Related Data Fields 282
- 16.4 Import Specifics 284
- 16.4.3 Item Import Format: 286
- 17.1 Auditing Your Inventory 293
- 17.2 Audit Flow Overview 294
- 17.3 Beginning the Audit 294
- 17.4 Using the Audit Screen 295
- 17.6 Reconciling the Counts 298
- 17.8 Ending the Audit 300
- Chapter 18 - Search Function 301
- 18.2 Advanced Find 303
- (underscore) 304
- Chapter 19 – WDT2200 306
- 19.5 WDT2200 - Data Cycle 322
- 19.6 WDT2200 - Logging On 322
- 19.9 WDT2200 - Main Menu 328
- 19.10 WDT2200 - Interface 329
- Connection) 401
- Batch Devices 408
- 20.9 Wireless Devices 433
- 20.10.4 Other Devices 450
- 20.11.1 Windows Mobile Dev 451
- Device - Site Configuration 452
- 20.11.2 Windows Mobile 452
- 20.11.19 Windows M 497
- Chapter 21 - Glossary 507
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