The Setup Assistant assists you in adding your company-division-site information into IntelliTrack and setting a default division and site; it automatically starts up when you log into IntelliTrack if a company has not been added to the application.

In order to use the Setup Assistant, the RoleThe role is a collection of system features. Each feature has an access level of either read-only or edit. A role is assigned to a user. The user has access to the features found in the role. of the Logged-in UserAn IntelliTrack user has an account with IntelliTrack and uses the software; is active in the system; has a valid username and password; is assigned to at least one division and one site; has a default division and a default site. The user is designated as either an Administrative User or a Standard User. must include access to the Setup featureWhen available, the Tools > IntelliAssistant > Setup Assistant option is enabled in the web application and the user may reach the Setup Assistant if the system does not yet contain a company. The Setup Assistant is a wizard that guides you through entering the default company, division, and site. It also assigns a default division and default site to you. After you complete the Setup Assistant steps, you are logged out of the system. When you log back into IntelliTrack, the application contains a default company, default division, and default site and you are assigned to a default division and a default site. This gives you the ability to load locations and items into IntelliTrack and begin using the application for your tracking needs..

Once IntelliTrack includes a CompanyThis is the main locale for your organization and the licensing entity. Only one company is allowed. A company may contain multiple divisions., the Setup Assistant IS NOT available. The company, division, and site is maintained from the Manage Company page (Manage > Company) in IntelliTrack.

Setup Assistant Buttons

Each screen in the Setup Assistant contains navigation icons that allow you to continue with it, go back to a previous screen, or exit the Setup Assistant. It also contains an icon that allows you to save your information.

Setup Assistant Buttons

Button	Description
	Click to continue to the next screen.
	Click to go back to the previous screen.
	Click to exit the Setup Assistant. When you exit the Setup Assistant, system setup will not be completed; any information entered to this point in the Setup Assistant will be lost.
	Click to save the information entered in the Setup Assistant. This button only appears at the Finish screen.

Step 1 - Welcome

The Setup Assistant opens at the Welcome screen.

If you want to use the Setup Assistant to setup the company-division-site, select Yes and click the Continue icon.

Select the Cancel icon to exit the Setup Assistant.

Step 2 - Enter Company Name

The Enter Company Name screen appears.

Enter your Company's name in this screen. This step is required.

Step 3 - Enter Company Address

The next step is to enter the company's address. This is an optional step.

If you want to enter the company's address, enter it at this screen in the respective fields.

Step 4 - Enter Company Contact Information

The Enter Company Contact Information screen appears.

You are able to enter the company's contact information here. This step is optional.

Step 5 - Multiple Divisions for Company

You are able to set this company to have one division or more than one division at the next screen. If your company has more than one division, select Yes.

Default Division: You are able to use the Setup Assistant to add and setup your default division. (Any additional divisions are added to the company at the Manage Company page AFTER completing the Setup Assistant; see "How to Add a Division" for more information.)

Step 6 - Enter Division Name

The Enter Division Name screen appears.

To continue with the wizard, enter your Division's name in this screen (the division name is required).

Step 7 - Enter Division Address

The next step is to enter the division's address.

This is an optional step. If you want to enter the division's address, enter it at this screen in the respective fields. If the division's address matches the company's address, mark the Use the company address checkbox.

Step 8 - Enter Division Contact Information

At the next screen, enter the division's contact information. This is an optional step.

If the division contact information is the same as the company contact information, mark the Use company contact checkbox to automatically add this information.

Step 9 - Set Division Options

The Set Division Options screen appears next.

Each option is automatically set to No (off). To turn on an option, select Yes for it. The following options are found:

Serial Number Tracking

Lot Tracking

Expiration Date Tracking

Multiple Units of Measure

A Default Unit of Measure is required. EA is automatically entered in this field.

Step 10 - Multiple Sites for Division

The Multiple Sites for Division screen appears next.

You are able to set this division for multiple sites at this screen.

Yes: mark if this division contains more than one site.

No: do not mark if this division contains more than one site.

Step 11 - Enter Site Name

The Enter Site Name screen appears.

To continue with the wizard, enter your Site's name (required).

Step 12 - Enter Site Address Information

This is an optional step.

If you want to enter the site's address, enter it at this screen in the respective fields. If the site's address matches the company's address, mark the Use the company address checkbox.

Step 13 - Enter Site Contact Information

At the next screen, enter the site's contact information.

This is an optional step. Mark the Use the company contact checkbox to reuse the company's contact information.

Step 14 - Set Site Options

The Set Site Options screen appears.

Each site option is automatically set to No (or off) except for Automatically Delete Inventory Locations with 0 Quantity, which is set to Yes (or on).

Sublocations: Add a sublocation to a location.

Minimum/Maximum Values: Track inventory by minimum quantity, maximum quantity, and reorder quantity.

Negative Inventory: Allows negative inventory.

Immediately Update On-Hand Quantity: Automatically Update On-Hand Quantity with the Physical Inventory Count.

Automatically Delete Inventory Locations with Zero Quantity: When a location contains inventory with zero quantity, the inventory record will be deleted from inventory.

Step 15 - Finish

The Finish screen appears. To add the company, division, and site to IntelliTrack and set the default division and site for your login, select the Save icon. You will be logged out of IntelliTrack and the changes will take effect the next time you log into the application.