1. Tracker - Enterprise Management System
1.1. Overview
1.2. System Requirements
1.3. Installation
1.3.1. Installing the programs
1.3.2. Database Setup
1.3.3. Testing the installation
1.3.4. Getting Started
1.4. Tutorial
1.4.1. System Setup
Step 1: Company Information
Step 2: Employees
Step 3: Locations
Step 4: Equipment
Step 5: Accounts
Step 6: Units Of Measure
Step 7: Inventory Items
Step 8: Vendors
Step 9: Customers
1.4.2. From Order To Shipping
1.4.2.1. Sufficient Inventory
1.4.2.2. Insufficient In-House Manufactured Item
1.4.2.3. Insufficient Vendor Purchased Item
1.4.3. Customer Order Entry
1.4.4. Production Manager and Runner
1.4.5. Purchasing Manager and Receiving
1.4.6. Inventory Manager and Fetcher
1.4.7. Shipping Manager and Shipper Assembly
1.4.8. Customer Billing
1.4.9. Receive Customer Payments
1.4.10. Make Vendor Payments
2. Tracker Enterprise Management
2.1. Tracker Navigation Menu
2.2. System setup checklist
2.3. Database Maintenance Module
2.3.1. Company Information And Settings
2.3.1.1. Configure Shipping Couriers
Configure Shipping Courier Definition
Edit Courier Service Definition
2.3.1.2. Configure Discount Options
Edit Discount Option Definition
2.3.2. Inventory Item Definition
2.3.2.1. Inventory Item Details
2.3.2.1.1. Item General Information Tab
2.3.2.1.2. Options Information Tab
Inventory Item Option Details Screen
2.3.2.1.3. Pricing Information Tab
2.3.2.1.4. Reorder Information Tab
2.3.2.1.5. On hand Inventory Information Tab
2.3.2.1.6. Assembly Package Definition
2.3.2.2. The Item Assembly Package
2.3.2.2.1. BOO Item Detail Screen
2.3.2.2.2. Assembly Package Details Screen
Bill Of Materials Screen
BOM Item Details Screen
Bill Of Equipment Screen
Bill Of Equipment Details Screen
Bill Of Labor Screen
BOL Item Detail Screen
Sub Assembly Step Detail Screen
2.3.3. Equipment Definition
2.3.3.1. Equipment Detail Screen
2.3.4. Location Definition
2.3.4.1. Location Detail Screen
2.3.5. Employee Definition
2.3.5.1. Employee Detail Screen
2.3.6. Using Groups
2.3.6.1. Equipment Group Definition
2.3.6.1.1. Equipment Group Detail Screen
2.3.6.1.2. Equipment Selection Screen
2.3.6.2. Location Group Definition
2.3.6.2.1. Location Group Detail Screen
2.3.6.3. Employee Group Definition
2.3.6.3.1. Employee Group Detail Screen
2.3.7. Barcode Label Setup
2.3.7.1. Barcode Label Designer
2.3.8. Configure Terminology
2.3.8.1. Terminology Details Screen
2.3.9. Units Of Measure Definition
2.3.9.1. Units Of Measure Details Screen
2.3.10. Cleanup Deleted Records Utility Screen
2.4. Customer Order Entry
2.4.1. Customer Order Entry Screen
2.4.2. Customer Search
2.4.3. Customer Account Maintenance Screen
2.4.3.1. Customer General Information Tab
2.4.3.2. Customer Billing Tab
2.4.3.3. Customer Discounts Tab
2.4.3.4. Customer Login Tab
2.4.3.5. Customer Comments Tab
2.4.4. Customer Order Status
2.4.4.1 Customer Order Details Screen
Customer Order General Tab
Customer Order Payments Tab
Customer Order Shipping Tab
Customer Order Comments Tab
Select Product Options screen
2.4.5. Customer Order Estimate Report
2.5. Production Manager Module
2.5.1. Production Request Manager Screen
2.5.1.1. Production Order Detail Screen
2.5.1.2. Production Request Details Screen
2.5.1.3. Pending Production Order Resource Report
2.5.2. Production Orders
2.5.2.1. Choose Product Options screen
2.5.2.2. Production Order Cost Report
2.5.2.3. Daily Activity Report
2.5.2.4. Production - Completed Orders Report
2.5.3. Production Order Status
2.5.3.1. Alert Color Configuration
2.5.3.2. Color Assignment Configuration
2.5.4. Schedule Viewer Screen
2.5.4.1. Schedule Display Selector Screen
2.5.5. Order Status Program
2.5.5.1. Order Status Detail Screen
2.6. Production Runner Module
2.6.1. Production Runner screen
2.6.2. Package In Progress screen
2.6.3. View Package Details Screen
2.7. Purchasing Manager Module
2.7.1. Purchase Request Manager
2.7.1.1. Purchase Order Detail Screen
Purchase Order Detail - General Tab
Purchase Order Detail - Payment Tab
Purchase Order Detail - Shipping Tab
2.7.2. Purchase Orders
2.7.3. Vendor Item Preferences
2.7.4. Manage Vendors
2.7.4.1. Vendor Details Screen
Vendor Details - General Tab
Vendor Details - Remit To Tab
Vendor Details - Products Tab
Vendor Details - Orders Tab
Vendor Details - Login Tab
Vendor Details - Comments Tab
2.7.4.2. Vendor Item Definition Details
2.8. Receiving Manager Module
2.8.1. Receiving Order Detail Screen
2.8.2. Receiving - Completed Orders Report
2.8.3. Receiving - Vendor Item Definition
2.9. Inventory Manager Module
2.9.1. Fetcher Work Assignment
2.9.1.1. Fetcher Assigned Orders Detail
2.9.2. Fetcher Employee Assignment
2.9.3. Fetcher Order Status
2.10. Inventory Fetcher Module
2.10.1. Fetch Orders screen
2.10.2. Pickup Orders screen
2.11. Shipping Manager Module
2.11.1. Shipper Work Assignment
2.11.1.1. Shipper Assigned Orders Detail Screen
2.11.2. Shipper Employee Assignment
2.11.3. Shipping Order Status
2.12. Shipper Packaging Module
2.13. Accounting Module
2.13.1. Chart of Accounts
2.13.1.1. Account Setup Detail Screen
2.13.2. Accounting Activities
2.13.2.1. Post Customer Orders
2.13.2.2. Post Purchase Orders
2.13.2.3. Receive Payments
2.13.2.4. Make Payments
2.13.3. Accounting Reports
2.13.3.1. Customer Invoices
2.13.3.2. Accounts Receivable
2.13.3.3. In Progress Orders
2.13.3.4. Print Checks
2.13.3.5. Accounts Payable
2.13.3.6. In Progress Purchase Orders
2.14. Reporting Module
2.14.1. Custom Reports
2.14.2. Report Detail Screen
2.14.2.1. General Report Information Tab
2.14.2.2. Page Definition Tab
2.14.2.3. SQL Tab
SQL Tab - Tables Tab
Select Tables screen
SQL Tab - Select Fields Tab
Select Fields Screen
SQL Tab - Where Tab
SQL Tab - Grouping Tab
SQL Tab - Ordering Tab
SQL Tab - Test Query Tab
2.14.2.4. Selection Fields Tab
Edit Selection Field Details Screen
2.14.2.5. Variables Tab
2.14.2.6. Layout Tab
2.14.2.7. Preview Tab
2.14.3. Run Report Screen
2.14.3.1. Set Report Selection Criteria Screen
2.15. General Screen Operation
2.16. Internationalization
2.16.1. Language Selection
2.16.2. Language Customization
2.17. Login Screen
2.18. Import Data - Profile Definition
2.18.1. Import Profile Details
2.18.1.1. General Profile Information Tab
2.18.1.2. SQL Tab
SQL - Tables Tab
Profile Select Tables
SQL - Select Fields Tab
Profile Select Fields
SQL - Where Tab
SQL - Group By Tab
SQL - Order By Tab
SQL - Test Query Tab
View SQL
2.18.1.3. Import Selection Fields Tab
Profile Edit Selection Field
2.18.1.4. Import Variables Tab
Profile Edit Variable
2.18.1.5. Process Code Tab
SQL Statement Builder
Profile Select a Field to Add
2.18.2. Run Import Profile Screen
2.18.2.1. Set Profile Selection Criteria
3. License Agreement