Getting Started with Inventory Tracking

The following details are to be used as a quick start guide for getting your Inventory Tracking software up and running.

Step 1

When you launch the software for the first time, you will be asked if you want to store data on this PC. If so, click “Yes”. If not, please first install the software on the PC where the data will reside and then return and install on this PC.

Step 2

You will be asked to enter a new password for the server. Your initial user ID will be “sa” (for system administrator.) Please make a note of this user ID and password in case you want to network your system later.

Step 3

You will be asked if you want to load demo data. If so, click “Yes”. You can purge the data at anytime by going to Admin->Purge in the system.

Step 4

Once the system launches, begin entering your Master Data by clicking on the Master Data tab. This is data that is used by the rest of the system. It includes your organization, warehouses, locations, items, item types, units of measure, vendor, manufacturers and model numbers.

Step 5

When your Master Data is set up, click on the Transactions tab to begin receiving, issuing, moving and adjusting your inventory.

Step 6

Go to Reporting->Label Printing to print location and item barcode labels.