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STS User Manual

1. Scan ID E003 Log In to Stores Tracking System Only required d user will need to log in to the STS application ip E A user must be listed on this screen and have a Password Authorization screen valid username and password in order to successfully log in to STS At Log in the user will have to enter his username and password on the log in screen The values entered will be Double click to edit 4 rows found compared with those stored on this screen STS will start and open if the values match Users that will be checking out items from inventory must also be added to the system via this screen The User ID is used in the checkout procedures to identify the person that is checking out the items and therefore is a required field All of the major STS functions are also protected by values set on this screen Three values are available for each major function Yes full access View view only and No no access Buttons available on this screen Password Add Edit and Remove ADDING A NEW USER Click the add button to add a new user to the system When clicked the add button will create a new line in the user s grid Type the last name of the new user in the Last Name field Use the tab key to move to the First Name field Type the first name and press the tab key again to move to the middle initial field Continue entering user information in this manner When you get to the function fields receipt
2. button The screen will automatically close when the process is finished Date STS User Manual 9 Confidential HANDHELD CONFIGURATION Q Handheld Configuration ws The Handheld Configuration screen is used to set the communication parameters for the handheld scanner STS currently supports most Windows CE Mobile Handheld Datalogic Memor Datalogic Skorpio Devices Click on the File main menu item and select Honeywell Dolphin 6100 on and CN70 Handheld Configuration to open the screen Select the device that is being used and the settings will be saved on the computer For handheld brands not on the list select Handheld Data Folder Program Files STS batch Other and manually enter the location for the handheld data folder LOG IN TEMPORARILY Log In Temporarily s The Log In Temporarily function was created to allow an Log in Temporarily authorized STS user to log into the system from any workstation already running STS without having to logout Enter your user name and password to temporarily log in and log back in again Click on the File main menu item User Name and select Log In Temporarily to open the screen Then Password enter the username and password in their respective fields z and press the enter key The system will return to the Log In original user login once the temporar y user logs out LOG OUT OF STS The Log Out of STS function allows the user currently logged in to log
3. e Active C Inactive Address 1 444 ELM STREET in the carrier name field The Address 2 N d m e fi e d IS t h e O n ly fie d City SOMEWHERE State wi Zip 33333 on this screen that must Fax contain information before clicking the save Carrier Info button A mandatory field has a blue label Press the tab key to navigate to the next field Continue adding carrier information using the tab key to navigate through the fields Click the save button when finished Deleting a Carrier Select the carrier you wish to remove Click the delete button A prompt will appear asking if you re sure you want to permanently remove the displayed carrier Clicking the yes button will remove the carrier Clicking the no button will return you to the carrier screen without removing the carrier Inactivating a Carrier Carrier information is used on various screens and reports throughout STS There may come a time however when you would like to keep a carrier from being made available to those screens and reports without removing them from the system Clicking on the inactive button will inactivate the selected carrier making it unavailable to other STS functions without permanently removing it from the system Clicking on the active button will reactivate the selected carrier CHECK OUT PROFILE A checkout profile is a pre built list of part
4. 10 15 2015 003000 o ef CN General Remarks Subtotal 87 50 Close Requisition Je Sales Tax 5 0 Special Charges 0 00 Total 91 88 After the requisition is approved click the create PO button A PO will be created for each selected bidder containing the items that have been designated The PO number will be displayed next to each print button of the selected bidder After the PO s have been created the requisition will be closed If after the requisition has been closed changes to the requisition and PO s need to be made uncheck the close requisition checkbox Make the changes and click the save button Click the create PO button The existing PO s for the requisition will be deleted and new PO s will be created BIA CE JIRCHASE ORDER The Purchase Order screen provides an easy means to generate and record company purchases You may also use this screen to view past purchase orders To view the Purchase Order screen click the PO button on the STS main button bar Date STS User Manual 29 Confidential Y Purchase Order When the Purchase Order screen pre al Mel oer Gre SI r first opens it is set up for creating a Supplier Requisition Number LY P O NO new purchase order It has pre cdas Ship To selected your company as the bill D E to ship to entity set today s date BAKER SUPPLY INC BILL NAME e GETT MAPLES BLLA
5. It is recommended that you also enter the other information on the screen On the main button bar select the Part button Once you have your initial data set up you are ready to begin using the STS system Monitor storeroom supplies parts for sale parts for repair and general inventory items across multiple locations GETTING STARTED STS Toon Upon opening the program the screen at left will appear You Log In will be prompted to enter a User Name and Password If it is the Enter your user name and password to log in first time logging in you will use the Admin User s login data User Name Username ADMIN Password IT Password ADMINUSER Other users may be added to the system after setup After users CR Exit are entered into the system they should each log in under their own User Name and Password REGISTRATION STS Registration y _ Registered Owner License After logging in as Admin click File on the menu and select Customer IDENT licensing rights to you Entering the information will unlock License Key the program for your licensed use The 4 Digit Customer Identifer and 16 Digit Registration Key will be provided by GigaTrak upon purchase of your system Registration Form This step is important because it assigns Clear Register Cancel Date STS User Manual 7 Confidential well D SETUP OPTION Access to the Setup Options sc
6. PRS UU DE 42 COWIE INV ONLOIY EE 43 Le EE SE e SS E teem tg ees E eae es Oa teancienia temas 43 Date STS User Manual 5 Confidential Now that you have installed STS you are ready to begin using the system This brief Quick Start Overview and the following User s Manual provide the general information needed to begin entering data into the system and using STS for the first time PRINTER ASSIGNMENT This function allows the user to specify which windows printer will be used for report printing and which one will be used for label printing This function must be set on each workstation before printing On the menu bar select File gt Printer Assignment USER AUTHORIZATION This function allows users to be entered into the system A user may be an individual that will be using the STS system or a person to whom parts may be checked out If the individual will be using the STS system Access Rights to various system functions can also be set On the menu bar select File gt User Authorization HANDHELD CONFIGURATION This function sets up your system to communication with your handheld device Select the name of the handheld you are using from the list On the menu bar select File gt Handheld Configuration COMPANY INFO CARRIERS AND SUPPLIERS These functions are needed throughout the system for the setup of your company database and the tracking of inventory from different suppliers It is recommended to get a good start on your car
7. be printed based on the default receipt label design selected on the Label Startup menu If a default receipt label is not selected labels will not print Receipt Record Reports Clicking the reports button will display the Receipt Reports screen Use the Receipt Reports screen to view print received items reports Clicking the generate report button with all fields blank will display all receipt records currently in STS The Transfer screen provides an easy means of transferring parts from one inventory location to another To view the Transfer screen click the transfer button on the STS main button bar Date STS User Manual 35 Confidential USING THE SEARCH OPTIONS Search options to locate an existing part include searching by part number or searching by part description SEARCH BY PART NUMBER 1 Click the Part Number option in the search by box 2 Begin typing in the part number in the search field STS will automatically select the first part it finds that matches the number you entered SEARCH BY PART DESCRIPTION 1 Click the Description option in the search by box 2 Begin typing in the part description in the search field STS will automatically select the first part it finds that matches the description you entered TRANSFERRING PARTS 1 Select the part you wish to transfer from the left side list A list of locations in which the selected part is currently located will display in the
8. entered INVENTORY RECORDS Adding a New Inventory Record Generally STS will manage inventory information through the use of the other screens receipts transfers etc However you may sometimes find it necessary to manually add items to inventory To do this click the add button A new line will be created in the list Enter the appropriate part information and use the tab key to navigate through the row Click the save button when finished to add the record Deleting an Inventory Record At any point you may also delete an inventory item To do this first select the item you wish to remove by clicking anywhere in that item s row Click the delete button A prompt will appear asking whether to remove the selected item Click the yes button to remove it click the no button to cancel the process CHANGING AN INVENTORY RECORD S QUANTITY The Cycle Stock Issue Stock and Add Stock functions provide an easy means of changing an inventory item s quantity A history record is written with each transaction Cycle Stock The Cycle Stock function allows you to change the current quantity of the selected inventory item to the entered value 1 Enter the desired new quantity in the Qty field 2 Enter the date if different from the displayed date in the Date field 3 Enter the reason for the quantity change in the Reason field 4 Click the cycle stock button Issue Stock The Issue Stock
9. find tab creates data in the grids without using filters to search for the data first The second option to Show Items Below Reorder Point Report after Log In generates a report showing the various parts items that need to be reordered LOG IN PASSWORD SETTINGS Log In Password Settings applies to usernames and passwords created for the authorized users of the systems By default passwords are five 5 characters in length In this section of the Setup Options a new password policy can be enforced to add increased security to logins Various parameters can be set to meet your internal security requirements CHECKOUT RETURN SETTINGS These settings allow the administrator to change the prompts used when checking out or returning items from to inventory If No the prompt will not be displayed If Yes the prompt is shown but not required If Required the user must enter the respective data Date STS User Manual 8 Confidential REQUISITION SETTINGS Requisition settings determine approval levels when issuing a bid to suppliers If the requisition exceeds a specific dollar level and the Require 2 Approvals on Requisitions is checked the requisition must have the approvals completed to proceed with a purchase order RECEIPT SETTINGS The receipt settings allow users to tie a folder to the system The folder can be created to store scanned copies of the suppliers packing list upon receipt This setting sets the
10. instructions and accept the standard default settings during your install 3 Leave Active Sync running to install and connect your handheld computer Date STS User Manual 39 Confidential NOTE Some users may use a single PC to connect multiple handheld computers If this is the case it is best to setup your PC to recognize each handheld as a Guest This avoids having Active Sync loading shared data from your Outlook and other PC applications To set all connected handhelds as a Guest please double click and run the provided GuestOnly reg file It will instantly update your system for future connections WINDOWS MOBILE DEVICE CENTER INSTALLATION FOR WINDOWS VISTA OR WINDOWS 7 1 Locate a copy of the latest version of Windows Mobile Device Center for your computer system The correct version is available from Microsoft s WEB site 2 Look for the installation file i e drvupdate x86 exe and run it We recommend that you follow the installation instructions and accept the standard default settings during your install INSTALL GIGATRAK HANDHELD APPLICATION The handheld application can be found in the Handheld folder of your installation CD or download 1 Connect the handheld docking station to your computer typically a USB connection and plug in the AC power cable 2 Put the handheld in the dock and wait for it to sync with the PC 3 On the PC double click the handheld setup file for the application you are insta
11. oa recorded by the handheld If a different employee uses the handheld User Doe Jane he she should enter their scan ID before recording records To change checkout retum Return the user s scan ID select Log Out and enter in a different employee s Count Inventory Count Inventory Rewe scan ID Transfer Exit 2014 GigaTrak All rights reserved WIRELESS APPLICATION LOGIN When starting the wireless handheld application for the first time you will be prompted to enter the server name in Admin Select the Admin button to display the Admin screen You will be prompted to enter a password when you select this function The password is gigatools If you are entering the password on the handheld keypad be sure you are in alpha mode WIRELESS APPLICATION ADMIN Display the on screen keyboard and enter the SQL Server Name or IP Address the database name typically win_sts the DB User ID typically sts_user and the database password Select the Save button when finished A message will be displayed to indicate that the settings have been saved Select the Back to Menu button Scan or enter your employee barcode to log into the application The main menu buttons will be displayed as shown above Date STS User Manual 41 Confidential CHECK OUT The Check Out function is used to check out parts to various employees Checkout To Scan Enter Employee ID Scan the ID of the employee If
12. out and disable STS without completely shutting down the application In this state a user may simply enter his user name and password to restart STS Click on the File main menu item and select Log Out of STS PRINTER ASSIGNMENT Printer Assignment Ss The Printer Assignment screen allows for the setting of the File main menu item and select Printer Default Printer PTS3 Brother HL 2170W series Assignment to open the Printer Assignment screen Label Printer PTS3 Brother HL 2170W series Wi S H Initially the default printer will show Not Available Available Printers Microsoft XPS Document Writer and the label printer will show Not Set Simply select dc CDN a printer from the Available Printers list and click the WebEx Document Loader a Send To OneNote 2013 appropriate button There is no Save button Printer doPDF 8 A settings will be saved with you click the Assign Date STS User Manual 10 Confidential button The assignment is specific to the user workstation USER AUTHORIZATION E SS The User Authorization screen is used to manage employee access to STS and system ag Rame FistMame Iniial Acfiwe2 User Information F1 Access Level F2 nat tame E functions Click on the File main menu item and Doe e First Name Tim _ ac select User Authorization to open the User Required for check out of parts 10 characters or less
13. will also be filled in Enter any special charges that may apply in the special charges box Click the calculate total button to validate the calculations then click the save button The requisition is ready for approval Check the requisition ready for approval checkbox and click the save button The requisition can be approved by anyone who had authorization to do so Access to this function is controlled in the User Authorization screen An authorized user can click in the approved by textbox and enter his her name Enter a date in the date textbox by double clicking the textbox to enter the current date or by clicking the calendar button and selecting a date Click the save button CREATE THE P O 5 Requisition i z 8 oe OH Selected Select Suppliers Bidder s For Bid Requisition Printer WPTS3 Brother HL 2170W series Address PO Number 123 BIRCH AVE Print Vv SUITE 345 KE ANYWHERE WI 33333 6677 MAPLE ST Print 000003 Requisitioned By Admin User ANYWHERE WI 55555 T ABLE SUPPLY CO Ph 111 111 1111 Fx 111 111 2222 E BAKER SUPPLY INC Ph 222 222 2222 Fx 222 222 3333 T CHUCK S SUPPLY CO Ph 333 333 3333 Fx 333 333 4444 E Print ITEM SELECTED 1 B 250 1003 PRESSURE SWITCH 8899 EVERGREEN LANE Print Approved By la dmin User ANYWHERE WI 88888 0 35 ate 87 50 wi
14. D ITI N G A PA RT TY p E Select the row in the list that contains the part type information that you wish to change and click the edit button You can also double Double click to edit click to select the row Make the desired changes in the fields and boxes above the list Click the save button DELETING A PART TYPE Select the row in the list that contains the part type information that you wish to remove Click the remove button Date STS User Manual 18 Confidential UNITS OF MEASURE The Units of Measure screen manages information relating to system units of measure information Unit of Measure information is used throughout the system on various screens and reports Click on the Support main menu item scroll down to Part Information and select Units of Measure to iach aci the Units of Measure screen ADDING A NEW UNIT OF MEASURE eu fl lt JK neice Click the add button Enter the new unit of measure in the Add Unit field Click on the save button Unit Description PO DESCRIPTION EDITING A UNIT OF MEASURE Select the unit you wish to edit and click the edit button You can also double click to select the row Make the desired changes in the fields Click the save button DELETING A UNIT OF MEASURE Double click to edit Select the unit of measure from the units list and click on the delete button SUPPLIERS The Suppliers screen manages informat
15. DOR 1 and determined the next available ANYWHERE WI 55555 BILL ADDR 2 BILL CITY WI 22222 2222 0 Generate ES Reorder Items purchase order number This is Pine 222 222 2222 Fax 222 222 3333 exactly the same configuration the screen goes to when you click the new PO button CLOSE rempart num DESCRIPTION Account WO WUML arv PER UNIT PRICE EXTEND ANT TAx OUEDATE RCVDGTY PD Y NOTE By default STS generates Note to Supplier Check Information T Print Check Info on PO Subtotal 0 00 d SES bae purchase order numbers counting up ee ER special charges s 010 from 000001 If you use a specially Note A a Totals 0 00 inhouse Note formatted purchase order number enter your number in the P O NO field and STS will maintain your formatting scheme VIEWING PURCHASE ORDER INFORMATION You may view existing purchase orders by clicking on the previous next or find button H PREVIOUS BUTTON Clicking on the previous button displays the purchase order whose PO number is one less than the currently displayed purchase order NEXT BUTTON Clicking on the next button displays the purchase order whose PO number is one more than the currently displayed purchase order Search Option 1 Search Option2 Active Purchase Orders Only Find Supplie
16. ECORD There are several steps involved in creating a new receipt record To begin 1 Click the new receipt button If you are receiving these items against a purchase order and the purchase order number is known enter the number in the PO Number field and press the enter key on your keyboard Any open items on that purchase order will be displayed in the grid Enter the associated information in the fields provided In the parts list click in the Part Number field enter a part number and press the enter key Tab to or click in the Location field and select and inventory location from the list Tab to or click in the Revd Qty field and enter the received quantity Repeat steps for all items received oo ey E R Click the save receipt button when finished EDIT RECEIPT RECORD The edit receipt button will let you modify the information on an existing receipt record Locate a receipt record using one of the methods described above When the record is displayed on the Receipt screen click the edit receipt button PRINTING Receipt Record Click the print button to view a printable copy of the currently displayed receipt record To print click the print button in the upper right corner of the screen Receipt Item Labels Enter the number of labels you wish to print in the Num of Labels field for the desired receipt item and click the print labels button Labels will
17. Element Options panel Click the add to label button A horizontal line segment will be added to the label design in the upper left hand corner Drag it to the desired position on the label To change the size of the line place the mouse cursor over the right end of the line When the cursor changes to a double arrow click and drag the endpoint to the desired length Adding a Vertical Line Element Select the vertical line button in the Element Options panel Click the add to label button A vertical line segment will be added to the label design in the upper left hand corner of the label Drag it to the desired position on the label To change the size of the line place the mouse cursor over the bottom of the line When the cursor changes to a double arrow click and drag the endpoint to the desired length Adding a Box Element O Select the box button in the Element Options panel Click the add to label button A box will be added to the label design in the upper left hand corner Drag it to the desired position on the label To change the size of the box place the mouse cursor over the lower right hand corner of the box When the cursor changes to a double arrow click and drag the endpoint to the desired size Adding a Graphic Element Select the graphic button in the Element Options panel Click the find graphic file button to find a file on your computer to place on the label File types suppor
18. Iii Se Goen location in the Add Location field Click the AS save button EDITING AN INVENTORY LOCATION Select edit or double click an inventory location in the locations list Enter the change in the Edit Location field Click the save button DELETING AN INVENTORY LOCATION Click on the inventory location you wish to remove on the locations list Click the delete button Double click to edit Date STS User Manual 17 Confidential PRINTING LOCATION LABELS Select the locations to be printed in the list Multiple locations can be selected by holding down the Shift or Ctrl key on the keyboard and clicking in the list Then click the Print Labels button PART TYPES The Part Types screen manages information relating to how parts are categorized in the system Part type information is used on various screens and reports throughout STS Click on the Support main menu item scroll down to Part Information and select Part Types to open the Part Types screen lt Part Types ES ADDING A NEW PART TYPE Click the add button Enter the new part type in the Type Description field Press the tab key Enter a type code in the Type Code field Select this type s status defaults to active Select the part type defaults to component H al Click the save button Chemical Active Component Component Active Component Consumable Active Component E
19. N e Ul CUO q E 30 MENG EE 30 Creating a New Purchase OF Gel dE Eech 32 Printing do Purchase en 33 Printing Purchase Order RED OMS EE 33 e ue 33 Viewing Recelpt e e ie ee ter E e EE 33 Previos DUO sides 33 ANO DUON aree tive wade vest ip emis oda 33 Sei POB U O E 34 PNO Receipt BUON ca 34 creatine New Receipt Record EE 35 EQ Reca pt ee e EE 35 RAIN A ANN 35 Transter Screen aaa aladas 35 Usine the Search OPONE 36 eo PaE MUMIDEN A Pr E N 36 sedre MDY eo 36 A E A A NG 36 Checkout EE 36 Checking Out Items from PC check out tab car 36 Checking Out ITems from Pc Scan out tab cscsccsosssscncsssseccousveccoussscnenssscsecsvesteussseneusscneoussessonssss 36 check oura PONE ees 37 return checked out items return TDi a A A 37 Checkout Return AitO Voia aaa A a aa a a Daa 38 P rge CNeckoU EMISOR da 38 Panone Consumed Repo Sist 38 DOWN a A ia 38 Select ACIS Ca ti E a NA A A debe tcnagiiseunces 39 Syne Handheld eee a NO 39 SIS Mo bil Handheld Applica ee EE 39 Batch vs Wireless Handheld EEN 39 COMMUNICATION WISE ie a 39 Date STS User Manual 4 Confidential Microsoft Active Sync Installation For Windows XP 39 Windows Mobile Device Center Installation For Windows Vista or Windows Zi 40 Install Gigalrak Handheld Application ie 40 SVANE TALS O PP N E O E ES 40 SIS Handheld Application FUNCUONS EE 41 Handheld Applicaton LOS Isidro 41 Wireless Application LOS IM T ase 41 Wireless Ai DIICAHIOM EH 41 SEENEN 42
20. asy way to view a listing of standard inventory parts In addition it provides a powerful way to filter the list making it easier to locate the part desired The user can view parts by any combination of supplier location part type part number description and more Extract Data Uses the filter data selected by the user to display those parts matching the criteria set Add to List Allows users to set additional filter criteria and add the parts to the already existing list Reset Clears the filtered listing displaying all inventory parts Print List Displays a report of items listed in the grid The report can then be printed saved as a PDF or e mailed via Outlook to a selected recipient Export List to CSV File Allows users to browse to a folder and save a CSV Excel formatted file with the data listed in the grid Print Barcode List Displays a part listing report that includes a barcode for printing It allows users to create a book of barcodes to scan materials out if desired All columns within in the grid can be sorted by clicking on the column header Once the user sees an item they wish to view additional information they can just double click on the line item press F2 or select the second tab for Part Information PART INFORMATION The Part Information screen provides detailed information specific to the part being viewed e Supplier Sets the standard supplier for the part shown Although any part can be ordered from any
21. current locations list Select a location from the current locations list Select a location from the select destination location list Enter the quantity you wish to transfer ot a ee Click the transfer parts button The Checkout screen is used to manage checking out items from inventory Items can be checked out either from the PC or using the handheld scanner To view the Checkout screen click on the checkout button on the STS main button bar CHECKING OUT ITEMS FROM PC CHECK OUT TAB Select the part to be checked out from the part grid then select the location the part is in from the Current Locations grid Select the employee that is checking out the part from the employee list Enter a work order and account number if appropriate If the item is serialized enter the serial number and then enter the quantity being checked out Click the checkout parts button CHECKING OUT ITEMS FROM PC SCAN OUT TAB Enter an employee ID in the textbox and press the tab or enter key The system will search the database for the ID If a match is found the employees name will be displayed below the employee ID box If a match is not found unknown employee will be displayed Date STS User Manual 36 Confidential Enter the work order number in the work order textbox This is an optional field and can be left blank Press the tab or enter key Enter the account number in the account number tex
22. d 13 Click the save PO button when finished PRINTING A PURCHASE ORDER Click the print PO button to view a printable copy of the currently displayed PO Then select print in the upper right hand corner PRINTING PURCHASE ORDER REPORTS Clicking the reports button will display the Purchase Order Report screen Use the Purchase Order Report screen to print a summary of purchase orders in STS based on user selected criteria The on time delivery report shows late items for the selected supplier if a due date is specified on the PO The filter to only show late line items is only available if a specific supplier is selected The purchase order list report shows a list of purchase orders for the selected supplier Select the open POs checkbox to limit the list to open POs only RECEIPTS MEE IS HS cued Wien wer ESCH Ge The Receipts screen provides an easy means ay SE Amen br to generate and record company receipts You Soppier AW Requisitioned By e Come sl D E 2 SE ania Darin GREE ESE may also use this screen to view past receipt Notes zamma records Receipt records are stored in STS in J View Packing List Mfg Number the order in which they were received To view the Receipts screen click the receipts button on the STS main button bar When the Receipts screen first opens it is s
23. e to report on the items checked out by an employee You can also select if the report is to include a cost or price in the printed result A batch mobile handheld computer can be used to record the checkout and return transactions necessary It provides complete portability but must be docked and synced back to the host PC when completed A download screen provides the mechanism to communicate via USB between the desktop host application and the mobile handheld application You must have either ActiveSynch or Windows Mobile Device Center loaded to manage the connection Date STS User Manual 38 Confidential SELECT HANDHELD The select handheld button allows the user to select an alternate model of handheld computer should it be necessary Clicking this button will generate a list of other possible handheld computer models Select your model from the list Having the correct handheld model selected is necessary for proper operation and communication between the host application and the mobile handheld application SYNC HANDHELD First place the handheld in the download device Make sure the handheld is turned on not locked and not asleep By selecting sync handheld any existing data is downloading from the handheld to the host application and saved to the database The data file will then be refreshed and loaded back onto the handheld to ensure accurate operations in the future Two types of handheld applications are a
24. ear If the part number is known you can scroll down the list and double click on the part desired The part list can be filtered to make it easier to find a part In the search description for textbox enter a word that appears in the description For example if you want to find a specific filter type the word filter in the textbox and press the enter key on the keyboard You can also press the search now button This list will only show the parts that have the word filter anywhere in the description To show all of the parts in the list again remove any words that are in the textbox and press the enter key or click the search now button When a part is double clicked the part list will disappear and the part number description and per columns in the grid will be filled in Enter the requested date if needed and press the tab or enter key Enter an account number and a word order number if desired Leave the unit price column blank If the per column is not correct select a different one from the drop down list The item total column is not editable The taxable column is checked by default For non taxed items it can be unchecked by clicking on the checkbox Pressing the enter key on the keyboard in the per column will create a new row in the grid ready for another item A new row can also be added by right clicking in the item num colum
25. enter those A A A o active inactive accounts on this screen Click on the Support main Account Description Engineer ccount Description ee menu item and select Accounts to open the screen To enter a new department select the add button ngineering Departmen es Maintenance Department lt a and type in the Account Number and Description in Administrative Department Yes the appropriate textboxes Then click the save button The account will be listed in the grid To edit an existing account double click on the row that contains the account you want to edit and the information will appear in the textboxes Make the desired changes and click the save button To delete an existing account select the row that contains the account you want to delete and click Double click to edit the delete button A confirmation message will appear Clicking the yes button will delete the account Clicking the no button will return you to the screen without removing the account INVENTORY LOCATIONS The Inventory Locations screen manages information relating to your inventory locations Inventory location information is used throughout the system on various screens and reports Click on the Support main menu item and select Inventory Locations to open the Inventory Locations screen ADDING A NEW INVENTORY LOCATION Js Ki Bees Select add and enter the name of the inventory
26. esired position on the label To edit the text caption or font after the element has been placed right click on the element and choose the option desired Adding a Database Field Text Element T Select the text button and then in the data source box select the desired database field To set the font style and size click the font button Click the add to label button A sample of the data will appear in the upper left corner of the label design Drag it to the desired position on the label When the label is printed the actual data for that field will be printed on the label To edit the text caption or font of a database field element has been placed right click on the element and choose the option desired Date STS User Manual 21 Confidential Adding a Barcode Element AA Select the barcode button in the Element Options panel Select Label Caption Only in the mn data source box and type a label caption in the label caption textbox Select the barcode font and size desired Click the add to label button The text will be added to the label in the barcode font Drag it to the desired position on the label If a database field is needed as a barcode select the field from the data source box and add it to the label When the label is printed the actual data for that field will be printed on the label as a barcode Adding a Horizontal Line Element Select the horizontal line button in the
27. et up for creating a new receipt record This is Thursaay Ost 152015 2 PU serca e Xactly the same configuration the screen goes to when clicking the new receipt button VIEWING RECEIPT RECORD INFORMATION A8 Mt You may view existing receipt records by clicking on the previous next or find receipt buttons PREVIOUS BUTTON Clicking the previous button displays the receipt record that was created immediately before the currently displayed receipt record NEXT BUTTON Clicking the next button displays the receipt record that was created immediately after the currently displayed receipt record Date STS User Manual 33 Confidential FIND PO BUTTON Clicking the find PO button will display the Find Existing Purchase Order screen Use the Find Existing Purchase Order screen to receive items from any PO in STS See the Purchase Order section in this user s manual for more information regarding this screen FIND RECEIPT BUTTON Clicking the find receipt button will display the Find Existing Receipt Record screen Use the Find Existing Receipt Record screen to locate and display any receipt record in STS Search Option 1 Etapa Supplier The Search Option 1 field allows for searching through the STS system WE for receipt records that match the entered data For example select a Start Date EndDate o supplier and all receipts for that supplier wil
28. folder location on the PC Server B F B l E CHANGING YOUR USER PASSWORD The Change Password screen allows the user currently logged in to change their system password On the main menu bar select File gt Change Password to open the Change Password screen Then Change Password 1 Enter your username in the appropriate field and press the enter key User Name 2 Enter your current password in the appropriate field Password and press the enter key 3 Enter your new password in the appropriate field and Lass pasene press the enter key 4 Enter your new password in again for verification and press the enter key You cannot use this screen to remove a password Only an administrator can remove an existing password on the User Authorization screen BACKUP COMPACT DATABASE The Backup Compact Database function will repair many H Backup Compact Database minor database errors as well as reduce overall database SSE lr E a no EE eee ene overall database size by removing deleted records size by removing deleted records It will also create a RE backup copy of the current database and save it in the Keele dbbackup folder in the STS directory Click on the File main menu item and select Compact Database to open To repair compact the database click the Compact Database button the Compact Database screen To run the backup click the Compact Database
29. function allows you to deduct the entered value from the current quantity of the selected inventory item Date STS User Manual 26 Confidential 1 Enter the quantity to deduct in the Qty field 2 Enter the date if different from the displayed date in the Date field 3 Enter the reason for the quantity change in the Reason field 4 Click the issue stock button Add Stock The Add Stock function allows you to add the entered value to the current quantity of the selected inventory item Enter the quantity to add in the Qty field Enter the date if different from the displayed date in the Date field Enter the reason for the quantity change in the Reason field Click the add stock button ie IS A PART HISTORY Select the part history tab to view all the receipt and inventory adjustment history records Click anywhere on a row in the left side parts list to select a part The history of the selected part will be displayed in the right side list Use the from date to date range to select the period for viewing history information This screen also allows you view history reports print lists and pure selected part s history NOTE Checkout Records are included in the appropriate Checkout reports REQUISITIO This module allows users of STS to go out for bids when desiring to purchase new materials Bids can be reviewed and suppliers awarded specific materials for purchase This is most commonly u
30. gn a Design Design Design 4 As Sample Checkout Return Label Part Number 1001 LU Description FILTER AIR Label Size Width Height k EF Orientation Mode e Portrait eee A C Landscape Design C Print Label Printer PTS3 Brother HL 2170W series CREATING A CUSTOM LABEL Select the Design Type of the label you are creating from the design type box Click the New Design button Enter the Label Size dimensions in the appropriate boxes Label sizes up to 4 x6 are supported Select the orientation as Portrait or Landscape Element options that can be added to a custom label include text fields database fields barcode fields horizontal lines vertical lines boxes rectangles and graphics Add as many labels as you wish Click Save Design or Save Design As when finished NOTE It is critical that the Label Size entered matches the label media loaded in the printer This Label Size must also be set within the printer driver If not correctly set in all locations printing problems will occur Adding a Text Element y Select the text button in the Element Options panel Select Label Caption Only in the data i source box and type a label caption in the Label Caption textbox To set the font style and size click the font button Click the add to label button The text element will appear in the upper left corner of the label design Drag it to the d
31. in the grid below Make any additions or deletions as required and then click the save button Date STS User Manual 23 Confidential DELETING A GROUP Select the group name from the drop down list Click the delete group button A prompt will determine if you wish to delete the group Responding yes to the confirmation prompt will delete the group PERFORMING A COUNT After the count groups are created one group can be selected for counting Click on the Inventory Counts main menu item and select Inventory Count to open the screen D Inventory Counts mE LS So sever Select a group from the Group Name Group Name z Inventory Counts ra tn Reesntis list All of the parts in that group will A ET be listed in the grid Once this group is saved for counting a report can be printed with our without actual inventory quantities This manual report can then be manually entered as the Count Quantity If this matches the Inventory Quantity then the checkbox in the first column will be checked If the count does not match the checkbox will not be checked and the part number and cycle count will be displayed in red These items can then be verified If the Count Quantity is correct check the checkbox in the first column If the cycle count value is not correct it can be changed in the grid by selecting it with the mouse and entering in a different value Then check the checkbox in the f
32. ion relating to the suppliers you use to purchase goods Supplier information is used on various screens and reports throughout STS Click on the Support main menu item and select Suppliers to open the Suppliers screen a FINDING AND VIEWING SUPPLIER KA INFORMATION Ze Las Lee E an E Le E gt The Find Supplier screen lists all existing BAKER SUPPLY INC BAKER SUPPLY INC 6677 MAPLE ST ANYWHERE wi 55555 222 222 2222 222 222 3333 E E ea feel FE HT suppliers and allows searching on a lockup or supplier name To view the supplier information specific to a supplier select the respective supplier by double clicking You can also select the Supplier Information EE z owen tab to view the same information ADDING A NEW SUPPLIER Click the add button Enter both the Look up Name and the Supplier Name These name fields are the only fields on this screen that must contain information before clicking the save button A mandatory field has a blue label Press the tab key to navigate to the next field Continue adding supplier information using the tab key to navigate through the fields Click the save button when finished Date STS User Manual 19 Confidential EDITING SUPPLIER INFORMATION reet At any time you may change supplier H H Look up Mame ABLE SUPPLY CO Status information or add missing information ee Supplier Name ABLESUPPLYCO Simply select edit a
33. irst column Click the save changes button to save the changes When the Commit Inv Qtys button is clicked the inventory quantities will be changed to the count for all items that have the checkbox checked Items that are not checked will not be changed NOTE If an item is counted more than once the last count will replace the previous count This may be the cause for a count mismatch and would need to be verified USING THE HANDHELD TO PERFORM A COUNT The mobile handheld computer can also be used to collect count data After the count is completed download the data from the scanner using the main menu download function Place the scanner in the downloader Turn it on and click the import data button on the count screen After the files are processed the group will appear on the screen See the handheld section in the user s manual for more information REMOVE COUNT GROUP FILE Click on the Inventory Counts main menu item and select Inventory Count to open the screen Print any reports you many need before removing data from the count table Select a group from the Group Date STS User Manual 24 Confidential Name list Click the delete group button A confirmation box will be displayed Responding yes to the message will display a second confirmation message Responding yes to the second prompt will delete the group from the count table FIND PART The Find Part screen gives the user an e
34. ividual records cannot be modified If editing of history records is necessary the user must have admin rights and go to the edit checkout records option under the file menu PURGE CHECKOUT HISTORY The checkout history table in the database will become very large over time Old records can be removed by clicking the purge history button on the checkout screen A screen will appear to prompt for a date default is three months prior to current date NOTE Entering the current date will remove all checkout records from the database Enter the desired date then click the purge records button A confirmation message will be displayed Responding yes to the message will delete the records responding no will leave the records in the database PRINTING CONSUMED REPORTS Click the reports button on the Checkout screen A report screen will appear where report parameters can be entered If no parameters are entered the report will display all consumed items in the checkout history table of the database Enter a date range to report on all items checked out over a date range Enter a part number to report on the quantity of that item that was checked out Enter a serial number if searching for a specific item Enter a work order number to report on the items checked out to a particular work order Enter an account number to report on the items checkout out to a particular account number Enter an employee nam
35. l TO Address Ship TO TEEN 16 Edine Company Mor malos ad 16 Department ee e E 17 INVentory LOCOS da dd daa 17 Adding a New Inventory Location itissiitonici titi ici tic 17 Editing An Inventory Location iiai 17 Deleting an Mwentory LOCO a a N Ee 17 Printing Location Labels oe 18 PON DOS die 18 Adame Ne e a o o laa 18 a A A O 0 A E 18 BY uaa A Parties 18 UNIC le E 19 EGU ea WNIT OF Measures si 19 Deleting a HEEN 19 O a E O 19 Finding and Viewing Supplier Information 19 Adding a TEE ee 19 Editing t e all g lteg e EE 20 BY Tele Ce D lee EE 20 HEED EE 20 Date STS User Manual 2 Confidential LGN E 20 Adame New TOG E 20 Editino d Te Mai A E 20 Delene a TOM A A NE 20 AOS NCU ebe eege EN kabel SS EE 21 Creating a Custom E EE 21 Deleting Ee EE 22 Save Existing Design as New Desen 23 VIEWING PHINEAS a Laden ips 23 Inc COUNTS orean ed 23 Inventory Count Group Administrator EE 23 ACGME Bales thd Gl OUD EE 23 Selten EE 23 BIS Feu ag o Gl de Di EE 24 Pertorminge a COUNT EE 24 Using the Handheld to Perform a Count 24 Remove Count GroUD E 24 A A 25 PING WS GE 25 Paro Nado EE 25 Pat CAV ds e ed 26 search OV Part NUMDE rata a idad 26 MVENOV RECO O EE 26 Changing an inventory Record EIERE ee dE 26 Sea ll e 27 REGU S e EE 27 Request TOR e EE 28 dd a a a a 29 Create d VI 29 EE 29 VMiewine Purehase Order Toure idee Ee OM EE 30 Previous DUO os 30 Date STS User Manual 3 Confidential TAI
36. l display Select a E to Ia supplier enter a start date and click the find button and only Miaa receipt records for the selected suppler created on or after the entered start date will be displayed Enter only a start date and end neces date and click the find button and receipt records for all suppliers created between the date range will be displayed Search Option 2 Search Option 2 If you want to know what was received against a specific Check To Find Requisition Num purchase order just enter the purchase order number in the PO PO Number number field and click the find button The selected purchase order number will be displayed If you want to receive purchase orders created from a specific requisition click the check to find requisition num checkbox and enter the requisition number in the textbox Then click the find button Select the item from the list and click the view button Reset Clicking the reset button will clear the Find Existing Receipt Record screen so you can conduct a new search List all Rec The List all Rec button will display all receipt records in STS View Rec Select a displayed receipt record by clicking anywhere in one of the rows of the displayed receipt records list Click the view rec button to display the selected receipt records details on the Receipts screen Date STS User Manual 34 Confidential CREATING NEW RECEIPT R
37. ld and click the Check To Find Requisition Num find button The selected purchase order number will be PO Number displayed If you want to view purchase orders created from a specific requisition click the check to find requisition num checkbox and enter the requisition number in the textbox Then click the find button Select the item from the list and click the view button Search Option 3 search Option 3 This option allows you to search for POs by Enter Key Words entering words that appear in item descriptions Multiple words can be entered with a plus sign between them For example if the word exterior is typed in the key words box all POs with that word in at least one item description will be displayed If the words exterior red is typed in the key words ox all POs that have both exterior and red in at least one item description will be displayed Search Options The search option buttons work in conjunction with search options 1 2 Active Purchase Orders Only and 3 Active Purchase Orders Only will display only purchase orders e View All Purchase Orders that are not closed View All Purchase Orders will display both open Closed Purchase Orders Only and closed purchase orders Closed Purchase Orders Only will display only purchase orders that have been closed Reset Clicking the reset button will clear the Find Existing Purchase Order
38. lick the print button NVENTORY COUNTS The Inventory Count function is used to verify inventory The count function can either be manually recorded on the screen or use a mobile handheld computer INVENTORY COUNT GROUP ADMINISTRATION Inventory count groups are used to make the cycle count process more manageable Part numbers can be grouped together and loaded onto a handheld scanner Click on the Inventory Counts main menu item and select Group Administration to open the screen Inventory Count Groups Group Administration ADDING PARTS IN A GROUP EA New Group Save X Delete Group Group Name 22 Select the parts for a group from the grid a on the left side of the screen Multiple parts can be selected by holding down the shift ctrl keys on the keyboard and clicking on the rows in the grid Click the add button to add these parts to a group If Ges you want to remove the parts from the group select them from the grid on the right hand side of the screen and then Number of Locations in Group 0 S u click the remove button Upon creating the desired group enter a name for the group in the Group Name field and click the save button You can create as many groups as necessary EDITING PARTS IN A GROUP Select the group name from the drop down list in the upper portion of the screen All of the parts in the group will be listed
39. lling e g setup_honeywell_hh exe SYNC WITH HOST PC The batch handheld must be synchronized with the Stores Tracking application on the host computer before it can be used This will load the current information onto the handheld 1 Start the Stores Tracking application on the host computer and select the Download button 2 If your handheld device is not displayed on the screen title bar click the Select Handheld button and select it 3 Put the handheld in the dock and wait for it to sync with the PC 4 Select the Sync Data Automatically button to begin the data transfer Do not remove the handheld from the dock until the data transfer is complete Date STS User Manual 40 Confidential STS HANDHELD APPLICATION FUNCTIONS The following describes basic operation of the Mobile Stores Tracking application HANDHELD APPLICATION LOGIN I WIN STS When the handheld application is first started a user login will be ggatra lt required Scan an employee s scan ID or type in an employee s scan ID Stores Tracking System v3 13 0 and press the Enter key If the scan ID matches an employee in the data Scan Enter Employee ID file the employee name will appear under the scan box and buttons for Joan the application functions will appear i WIN STS gie Exit g gatas 2014 GigaTrak All rights reserved Stores Tracking System SE 43 13 0 The user s scan ID is tied to the records Scan Enter Employee ID ko
40. lready been saved Date STS User Manual 42 Confidential COUNT INVENTORY The Count Inventory function is used to count inventory that exists in l Count Inventory various locations SE ser Doe Jane Enter the location of which you are counting inventory followed by cati n i the part number being inventoried After running a count enter the quantity in its respective field and press the enter key The handheld device will record the number counted for the part number and will display the information below the part number field eee The system will default to the same location to run another count If you want to change locations enter the new location and continue O data records The Reset button will clear data from the screen RECEIVE i Receive a gt Fy EE The Receive function is used to when accepting a shipment of Receive new additional parts for inventory User Doe Jane PO Num Enter the PO Number Enter the supplier bill of lading and carrier if Supplier Bill of Lading f applicable Enter the part number being received Carrier Enter the number of binned items counted for that barcode in the Qty Part Mum box and press the enter key to save the record The Reset button will clear data from the screen without saving it It Quantity will not reset data that has already been saved lt Back to Menu Reset New j Transfer TRANSFER Tran
41. menu item and select Edit Checkout Records to open the screen Only the Quantity Work Order and Account Number can be edited Just click in the cell and enter the correct information then click the save button PRINT SCREEN Some screens in STS can be printed To print the displayed screen click on the File main menu item and select Print Screen If the displayed screen cannot be printed a message will appear to inform you If the screen can be printed a confirmation message will appear Clicking the yes button will print the screen Clicking the no or cancel buttons will return you to the screen without printing HELP MENU OPTIONS CHECK FOR UPDATE ae ras This option is only available when logged in as ADMIN You CR _ If this is a network application all other users must be out of the must have d current Support Agreement in place to system Do you wish to check for an update at this time download any updates Major updates may require you to ox ce contact GigaTrak and receive a special download Contact GigaTrak with any questions Date STS User Manual 12 Confidential ABOUT STS MAS tosco Access The version and licensing of your STS system is available O A under the Help Menu in the About STS screen Make sure to have this information available when calling GigaTrak Stores Tracking System ai rak with any questions Version 3 13 2 Professional Cu
42. n edit button will appear Make the necessary changes to the data and click the return edit button When all items have been entered click the save or save print button Only items that have the checkbox checked will be committed to the database The entered quantities will be deducted from inventory They will also be entered into the checkout history table in the database The screen will clear and be ready for the next employee checkout Be sure to commit the checked out items for each employee work order combination before checking out items to a different employee or work order This is necessary to assure accurate tracking of the checked out items RETURN CHECKED OUT ITEMS RETURN TAB Select the part to be returned from the part grid then select the location from which the part is being returned in the current locations grid Select the employee that is returning the part from the employee list Enter a work order and account number if appropriate If the item is serialized enter the serial number and then enter the quantity being returned Click the return parts button Date STS User Manual 37 Confidential CHECKOUT RETURN HISTORY The final tab on the Checkout Inventory screen provides a listing of all transactions over a specified date range The most recent record is at the top of the list sorted in reverse chronological order NOTE The checkout return history function is for viewing only and ind
43. n and selecting the add option Enter any comments about the requisition in the general remarks textbox Click the save button when the requisition is completed REQUEST FOR QUOTE Requisition Click the print button next to the supplier mm Previous next ap Gi Fin address A message will appear asking which type rc eee rare Ee EC isis Of form you want to print Click the yes button AT a Print to print the request for quote form for that SH A r supplier The preview form will appear on the z screen The form can be printed and sent to the SI rin supplier for a quote After the request for quotes DT a Print have been sent check the quote requested checkbox on the Requisition screen and click the save button Date STS User Manual 28 PRICING INFORMATION Confidential After the suppliers have sent back their quotes check the selected bidder checkbox for the chosen suppliers When the first checkbox is selected the selected supplier column in the grid will be filled in with the supplier letter or all items in the requisition If more than one supplier is chosen edit the selected supplier column to indicate which items are for each supplier Enter the price information in the unit price column for each item The item total column will be calculated and filled in The requisition totals
44. nd place the cursor E e e Address 2 sume35s in the appropriate field to enter the new l l l city ANYWHERE seht zwbes information Click the save button when E CL D Contact finished Email Notes DELETING A SUPPLIER Select the supplier you wish to remove Click the delete button A prompt will appear asking if you want to permanently remove the displayed supplier Clicking the yes button will remove the supplier clicking the no button will return you to the supplier screen without removing the supplier INACTIVATING A SUPPLIER Supplier information is used on various screens and reports throughout STS There may come a time however when you would like to keep a supplier from being made available to those screens and reports without removing them from STS Clicking on the inactive button will inactivate the selected supplier making it unavailable to other STS functions without permanently removing it from the system Clicking on the active button will reactivate the selected supplier TERMS The Terms screen manages information relating to the various purchase sales terms used in your reports throughout STS Click on the Support main menu item and select Terms to open the Terms screen remoescrpton ADDING A NEW TERM TERM DESCRIPTION Click the add button Enter the new term in the Add Unit field Click on the save button sys
45. o gigatrak STS USER MANUAL Confidential DCK Star OW SEV IC W AE EE EEE OE o E 6 PMET ASSIS En EE 6 Be Bee e ee e 6 Handheld Coni UFO ln E 6 Company Info Carriers and Supplters cscccccsssecccceseccccescceceusececseececseusecessuseceseugeceeseeeeessugecessenes 6 ee T q E PEPPER o ee er ee 6 INVENTO EO Ca CONS entidad E 6 Par MONO rio cia 6 A e o e eatdevewecract 7 e ae 7 CEE E ral 7 Ro O E o O OE O e E 7 A O E O EE 8 General Setanes E 8 LOA Password Se TINO eee en ec ee oe ne eee are 8 Checkout Return Se nl 8 REQUISITO N Setenta 9 BEE urraca 9 Other Ple PVN OS ee 9 Canela Your User Pass WONG aid 9 BACKUD COMPACT KEE DE 9 Handheld ConfeuratiO E 10 L g n Temporar E 10 LOE OUO KE 10 PEM Er ASS Tu E 10 YS SFP OE NZ O E 11 Adame a New deacon wausenanerantenceeaannaedines 11 JA o yy 11 REMOVE US ride 12 Edit Checkout RecordS oooocccnnnccccccnnnoncnnnnnnnoonnncnnonnnnnoronnnnnnnnnnnnonnnnrnnnnnnnnnrnnnnrnnnnnnnrnnnnnnnnnnnnnnonnnannnnnnnnnns 12 FTL SC FS OOO on tte mentatetsionaonsben sad N E A A EE E 12 He Menu Op GOIN EE 12 Date STS User Manual 1 Confidential EVV el eet EE 12 tie E 13 Support Ment OSUNA Si AAA 13 E a o A eaters E een eerds 13 FING anG Viewing Carrier Tarte gue Een eta 13 Editing Carrieriato mado aida dis 14 Check QUE Prom 14 Adding a New Check Out e A A 15 cditins a Check OUEPro Meta 15 Deleting a CHECK QUE Prom esa 15 Nelissen 15 Companyintorma ON a A A A AA A 16 Bil
46. r IT Check To uisition Num View All Purchase Orders FIND BUTTON P T E Closed Purchase Orders Only Reset Start Date A End Date Clicking on the find button displays the Amount paga List All POs Greater than D Find Existing Purchase Order screen Use the cette _ mmm Find Existing Purchase Order screen to locate and display any purchase order in STS Search Option 1 Date STS User Manual 30 Confidential The Search Option 1 field allows for searching through the STS wem system for POs that match the entered data For Example Supplier select a supplier and all POs for that supplier will display Select a supplier enter a start date and click the find Start Date End Date 1 button and only POs for the selected li ted B to utton and only POs for the selected supplier created on or after the start date will be displayed Enter only a start date Amount and end date and click the find button and POs for all Greater than suppliers between the date range will be displayed Enter an Part Mumber amount select greater than and only POs with an amount pO greater than the entered amount will be displayed Enter a part number and click the find button only POs that have that part number will be displayed Search Option 2 If you want to find a specific purchase order just enter the Search Option 2 purchase order number in the PO Number fie
47. reen is only available when the ADMIN login is used After logging in tae select Setup Options on the File menu P Setup Options a Setup Options General Settings Rename Part Part Rename Mfg Mfg Prompt for Work Order re No Rename Acct Account Prompt for Account Number e No Prompt for Serial Number e No Checkout Return Settings qe as atrak Report Logo Ww Auto populate Find tabs W Show Items Below Reorder Point Report after Log in Log In Password Settings Requisition Settings Enforce Password Policy Require 2 approvals on Requisitions Minimum number of characters Amount required for second approval 10 00 3 0 00 will always require 2 approvals if checkbox is checked Minimum number of upper case characters Minimum number of lower case characters Receipt Settings Receipt Packing List Folder Pe Folder used if scanning packing lists with a flat bed scanner in the Receipt function Minimum number of numeric characters Minimum number of symbols Number of attempts before lockout inactivates user Blank or zero allows unlimited attempts TELE GENERAL SETTINGS A8 d General Settings allows the administrator to re label the Part Mfg Account labels throughout the system As an example Part could be relabeled as Item The report logo field allows users to tie in their organization s logo onto the various reports Checking the Auto populate
48. riers and suppliers early on for historical tracking purposes and to streamline ordering of products by supplier On the menu bar select Support gt Company Info Carriers Suppliers ACCOUNTS This function allows you to enter account numbers to be used when checking out items from inventory On the menu bar select Support Account INVENTORY LOCATIONS This function allows the user to create locations where inventory is stored Inventory locations must be set up since the Part Master requires them On the menu bar select Support Inventory Locations PART INFORMATION This function allows the user to create Part Types and Standard Units of Measure for organizing your inventory These items must be set up since the Part Master requires them On the menu bar select Support Part Information Date STS User Manual 6 Confidential LABEL DESIGN The system allows the user to design labels for receipts locations and parts These labels typically have barcodes and can be used to check out inventory Several sample label designs are included and can be modified You must select a default label format in the Label Designer before printing is allowed On the menu bar select Labels gt Label Designer PARTS The parts screen allows for the creation and maintenance of new part numbers which are used throughout the STS system You must enter items with blue prompts including part number description part type UOM and inventory location
49. rt main menu item and select Company Information to open the Company Information screen Lal Company Information ES BILL TO ADDRESS SHIP TO Company Name Phone Jm m an Fax 111 000 0000 Emails Web Address n Sales Tax Rate 5 00 Ship To Select Corporate F Ship to Address But to Address Ship To co rporate Name BILL NAME Name SHIP NAME Address 1 BILL ADDR 1 Address 1 SHIP ADDR 1 Address 2 BILL ADDR 2 Address 2 SHIP ADDR 2 City BILL cmrY City SHIP CITY State wi Zip 22222 2222 State WI Zip 22222 2222 Country Country Y Corporate ADDRESS This information is used on the Purchase Order screen You can have as many Ship To addresses as necessary Click the add button to add a new Ship To Address The Ship To information will appear in the drop down list after the save button is clicked EDITING COMPANY INFORMATION At any time you may change company information or add missing information Simply place the cursor in or use the tab key to tab to the appropriate field and enter the new information Click the Save Company Info button when finished Date STS User Manual 16 Confidential DEPARTMENT ACCOUNTS Z Account s i lt lt lt CSst s S la Department Accounts are optional they are not required to use STS If you check out parts that require account tracking then you can
50. s transfer etc use the enter key to change values from Yes No and View Click the save button when finished entering this user s information to permanently store the values in STS Click the cancel button if you wish to cancel entering the new user EDITING A USER First select the user whose information you wish to edit by clicking in the grid row for the user Then click the edit button Click in the field that contains the information that you wish to change and make the changes Click the save button when finished changing this user s information to permanently store the changes in STS Click the cancel button if you wish to cancel editing the user s information Date STS User Manual 11 Confidential REMOVING A USER First select the user you wish to remove by clicking anywhere in the grid row for the user Then click the remove button A prompt will appear asking if you want to remove this user Click the yes button if you want to remove click the no button if you do not want to remove this user EDIT CHECKOUT RECORDS Y Edit Checkout Records a Purge Laang 7 y Prorarzo1s 7 Extract g EA From 4 14 2015 El To 1ormarz015 E Q History Save EN 2 Reports INVENTORY A aiem em e A OS Some information in the checkout 080172015 ge 1008 PRESSURE SWITCH nm gt records can be edited Click on the File 15 e 10 50 AM Bridge Tim 1001 FILTER AIR BIN 1 5 mee o wm gg ge main
51. s that are checked out together for a specific purpose Selecting a profile soeeds up the checkout process because the individual parts do not have to be Date STS User Manual 14 Confidential 2 Check Out Profile Administration Ed entered each time Click on the Support Wb wl L ml Ka ic oe Check Out Profile code poo Profile to open the screen Viewing Description Repair of Fuel Pump g a Check Out Profiles 1005 FITTING COPPER 1 1 2 IN 1007 FUEL PUMP 1 1 109 FUEL PUMP GASKET Click on a profile on the left hand side of 1010 NOZZLE HIGH PRESSURE main menu item and select Check Out P002 Repair of Regulator Sensing Mechanism the screen A list of parts that are contained in the profile will appear on the right hand side of the screen ADDING A NEW CHECK OUT PROFILE Click the add button to create a new profile Enter a code and description in the appropriate textboxes To add parts to the profile select them on the left hand side of the screen and click the add button Multiple parts can be selected by holding down the Shift Ctrl keys on the keyboard and clicking with the mouse The new parts will appear in the right hand list with a default quantity of one To change the quantity click in the Qty column and enter a different number To remove parts from the list select them on the right side of the screen and click the remove button Mul
52. screen so you can conduct a new search List All POs Date STS User Manual 31 Confidential The List all POs button will display all purchase orders in STS View PO Select a displayed purchase order by clicking anywhere in one of the rows of the displayed records list Click the view PO button to display the selected purchase order details on the Purchase Order screen The PO can also be displayed by double clicking on a row CREATING A NEW PURCHASE ORDER Creating a new purchase order requires several steps and requires several pieces of information To begin 1 10 ER Date Click the new PO as b 7 QF previous next a gt 6a Find A rented K Beef S Print P O XK ec A Reports u O n Supplier Requisition Number P O NO al Geen Cem a i Click the Select Purchase Order sore supplier button binoculars A list of BU e BEE e suppliers appears click a CN on one of them The A a Le A selected supplier s address information is 7 e Note to Supplier Check Information IT Print Check Info on PO Subtotal 0 00 loaded into the supplier IR F Sen Accountin a pu Chasa 0 00 address box md vai H H Inhouse te pave D Click the ship to arrow ss EE to select information if you need to change from the default selection If the Ship to entity is not available in
53. sed by public agencies Requisition Select the supplier s that the de ross nom p Gh e db 1 IB 1 IN wen ER pplier s Seed a ae Requisition Printer PTS2 Brother po rd Requisition Number 000003 bids WI be sent to from the Neen Quote Requested A al A Fenian teats roraserosa Select Suppliers for Bid drop Sdt on equisitione Date Fromsrzors IC i i en em EE amp down lists A maximum of four eT LJ _Print Approved By Po y Date Po suppliers can be selected for dp C Print each requisition When a ITEM SELECTED REQUESTED 1 M supplier is selected the phone number will appear below the box and the address will appear SE SE no to the right of the box the specuicragees au Phone number and address for e each supplier must be entered on the Supplier screen Date STS User Manual 27 Confidential Enter your name in the Requisitioned by textbox The requisition date defaults to the current date A different date can be selected by clicking the calendar button next to the date box or by typing ina valid date Click in the item num column of the grid and enter a number Press the tab or enter key on the keyboard and enter the quantity needed Press the tab or enter key to advance to the part num column A list of all parts in the database will app
54. sfer From Location The transfer function moves a part from one location to another To Location location Part Mum First scan the barcode of the location from which the part is moving Transfer Qty Then scan the barcode of the location to which it is moving Next enter the part number of the item document that is being transferred to another location Finally enter the transfer quantity and press enter O data records The part will be successfully moved to new location Date STS User Manual 43 Date STS User Manual Confidential 44
55. stIident PTSI Lic Users 5 2005 2014 GigaTrak All rights reserved 1250 Touhy Avenue Elk Grove Village IL 60007 For Support Phone 262 657 5500 Fax 262 657 5511 www gigatrak com SUPPORT MENU OPTIONS CARRIERS The carriers screen manages information relating to the companies you use to receive transport goods Carrier information is used on various screens and reports throughout STS Click on the Support main menu item and select Carriers to open the Carriers screen Carriers a Ta de FIND AND VIEWING CARRIER INFORMATION Carrier Name The Find Carrier screen lists all existing Address 1 Address 2 City State Zip Phone Fax Contact Email ECE A EA O E carriers and allows searching on a XYZ CARRIERCO 555 MAPLE AVE SOMEWHERE WI 22222 Ca rrier name To view the Carrier Information specific to a carrier select the respective carrier by double clicking or just selecting the Carrier Information tab 3 Double click to view Carrier Information 3 rows found Date STS User Manual 13 Confidential EDITING CARRIER INFORMATION At any time you may change carrier information or add missing information Simply select edit and place the cursor in the appropriate field to enter the new information Click the save button when finished Adding a New Carrier Find Carrier Carrier Information Click on the add button Enter the name of the carrier En
56. supplier using the PO module it is easier to generate orders for the standard supplier when below the reorder point e Part Number Sets the standard part number used internally for inventory management e Description Sets the standard description of the part e Part Type Sets the standard used to organize parts by similar type within inventory e Inventory Location Sets the default location that the part can normally be found The system doesn t limit the number of different locations a part can be stored in e Status Sets the part status to active for parts in use inactive is used for parts no longer used e Units of Measure Sets the standard UOM for inventory being held for consumption e Purchase amp Receiving Units Triggers reports and reorders when inventory is low Date STS User Manual 25 Confidential PART INVENTORY The Part Inventory screen contains detailed information regarding the current status of parts in STS Clicking on the Part Inventory tab will display current location and quantity information that relates to the part that is currently selected This screen also allows you to generate inventory reports print labels print lists and export to CSV files SEARCH BY PART NUMBER Click the Search field to select either Part Number or Mfg Number search option Enter the appropriate number in the Search field and click extract button STS will display inventory information for the respective number you
57. tbox This is an optional field and can be left blank Press the tab or enter key CHECK OUT A PROFILE Select a profile from the drop down list if appropriate A profile is a pre built list of parts that are checked out together for a specific purpose Selecting a profile soeeds up the checkout process because the individual parts do not have to be entered each time If a profile is not being used or additional parts are being checked out enter the part number of the item to be checked out Press the tab or enter key The system will search the database for the item description and all locations in which this item is stored and display each in the location dropdown list The first location will be displayed along with the available quantity at the location If the item was taken from a different location than the one displayed select it from the drop down list Enter the quantity being checked out in the quantity textbox Press the tab or enter key The part number tem description and quantity will be displayed in the grid on the right and the cursor will return to the part number textbox Continue to enter the part number and quantity of all items being checked out by that employee to that work order If it is necessary to edit a record that was entered in the list double click the row in the grid The checkout information will be transferred to the textboxes on the left side of the screen and a retur
58. ted are bmp gif jpg wmf and ico Click the add to label button The graphic will be added to the label design in the upper left hand corner Drag it to the desired position on the label Graphic elements are not resizable Deleting a Label Element Select the element to be deleted from the label design Click the delete element button or press the delete key on the keyboard Elements can also be deleted by right clicking on the element and selecting delete from the pop up menu DELETING A LABEL DESIGN To delete an entire label design select the design from the Current Label Designs list Click the delete design button at the bottom of the screen Date STS User Manual 22 Confidential SAVE EXISTING DESIGN AS NEW DESIGN Time may be saved by copying an existing label design and modifying it Select the design from the Current Label Designs list and click the save design as button at the bottom of the screen Enter a new design name and click the ok button Each design name must be unique VIEWING PRINTING A LABEL The work space on the right hand side of the screen provides a feel for how your label will print If you need to view exactly how your label will print click on the view button with the mode setting set to design An exact replica of the label will appear To print the label on your label printer change the mode setting to print Then enter the number of labels you want to print and c
59. tem Terms information is used on various screens and A Te EDITING A TERM Select the term you wish to edit and click the edit button You can also double click to select the row Make the desired changes in the fields Click the save button DELETING A TERM Select the unit of measure from the terms list and click on Double click to edit the delete button Date STS User Manual 20 Confidential LABEL DESIGNER The Label Design screen provides the ability to custom design labels for use by STS Custom labels are designated as one of three types location part and receipt Location labels are used by the Inventory Locations screen part labels are used by the Part Master screen receipt labels are used by the Receipts screen Previously created labels are listed in the Current Label Designs list Click on any of the labels listed in the Current Label Designs list to view its current design 4 Label Designer is Label Designer Design Type Current Label Designs Checkout Return Sample Checkout Return C Location C Part Receipt Save As Default Checkout Return Label Element Options ri 1010 Arial 12 Regular Wrap Text Center Text Data Source Label Caption only Part Number Description E Inventory Location Aa Font Work Order v Label Caption Bender Delete Element New x Delete r Save jj Save Desi
60. the ID matches a record in the data file the appropriate name will be displayed under the scan box Work Order Enter the work order and account number if applicable otherwise Se SS Scan the part number barcode If the barcode matches a record in the cm ae O data file the part will be displayed under the scan box Enter a serial EN IT number and a location from which the part is being checked out 0 data records Enter the appropriate quantity and press the Enter key to save the check out record The Reset button will clear data from the screen without saving it It will not reset data that has already proceed to the part number field been saved RETURN The Return function is used to return parts from an employee back to their storage location From Scan Enter Employee ID Scan the barcode from which the part is being returned If the barcode matches a record in the data file the appropriate name will Account Mum None we D data records lt Back to Menu be displayed under the scan box Enter a work order if applicable followed by an account number Enter the part number being returned The part name will be displayed under the field If applicable enter a serial number Then enter the location to which the part is being returned and the quantity being brought back to inventory The Reset button will clear data from the screen without saving it It will not reset data that has a
61. the list click in the address box to manually enter the address information Select Terms information Select Ship Via information Select the Part Num field in the parts list by using the mouse to double click This will display a list of parts that were entered in the Part Master Double clicking on a part in the list will enter the part number and description in the grid You can also type a valid part number in the part num cell and press the enter key If the part number entered is not valid you will not be able to use it If the part number entered is value the part description will display and the cursor will move to the acct num field Double click in the acct num field to display a list of account numbers that were entered on the Accounts screen Double click an account number to enter it on the PO or click the x button to leave the account number field blank Enter the work order number if desired and press the enter key Enter the quantity you wish to purchase and press the enter key STS will calculate the total cost and prepare for the next entry The tax checkbox is checked by default Tax will be calculated on all line items that have this box checked If tax is not charged for a line item uncheck this box If a line item is required by a specific date enter it in the due date cell STS User Manual 32 Confidential 12 Include note to supplier and for in house use if desire
62. tiple parts can be selected by using the Shift Ctrl Click functions on the keyboard and mouse When you have finished building the profile click the save button EDITING A CHECK OUT PROFILE At any time you may change check out profile information or add missing information Select the profile on the left side of the screen Click the edit button A list of parts from the Part Master will appear on the left side of the screen Only parts that are assigned a default location in the Part Master will be shown To add or remove more parts in the profile select the parts and click the add or remove buttons When you have finished making changes to the profile click the save button DELETING A CHECK OUT PROFILE Select the profile to be removed on the left side of the screen Select the delete button on the button bar A confirmation message will be displayed Clicking the yes button will delete the profile Clicking the no button will return you to the screen without removing the profile PRINTING A CHECK OUT PROFILE Select the profile on the left side of the screen Click the print button A print preview screen will appear with the selected profile displayed Date STS User Manual 15 COMPANY INFORMATION Confidential The Company Information screen manages information relating to you company Company information is used on various screens and reports throughout STS Click on the Suppo
63. vailable batch mode and wireless BATCH VS WIRELESS HANDHELDS Batch handheld units hold data in a mobile database file that gets transferred back and forth between the handheld and the host PC These units will work with both Microsoft Access and Microsoft SQL Server host databases The handheld must be docked with the host PC to perform the transfer The tool data on the handheld is a snapshot of the data on the host PC If there are multiple users changing data on the host database the handheld data may be outdated in a short period of time Therefore it is important to synchronize the handheld with the host PC often so that it has current information Wireless handheld units communicate with the host database in real time This requires the host database to be Microsoft SQL Server Your facility will have to have a wireless infrastructure in place for communication No data is stored on the handheld COMMUNICATION WITH HOST PC Communication software must be installed on the host computer Choose the correct software based on the operating system of the host computer MICROSOFT ACTIVE SYNC INSTALLATION FOR WINDOWS XP 1 Locate a copy of the latest version of Active Sync for your computer system The correct version is available from Microsoft s WEB site Version 4 5 is the latest from Microsoft as of this printing 2 Look for the installation file i e activesync_setup msi and run it We recommend that you follow the installation

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