Tracker App Setup Tutorial

Overview

BOS Enterprise has a Tracker application that is designed for staff to record data as they Produce or Deliver Goods. It can also be used for Field Service. It is integrated with Production Planning, Timekeeping, Deliveries and Field Service. 

The Tracker app can be run in

• Dual Mode (Connected and Offline) - The application runs on a Local Database, which is populated from and then replicated to the Live Database when an internet connection exists. The Local Database is a metadata backup of the Live Database.

• Connected Mode - Connects directly to the Live Database without an offline option.

Note: Only the Field Service and Deliveries modules support Dual Mode.

Tracker.exe can be downloaded from Tools or the Shared Drive\Downloads\... folder.  For Dual Mode, a Data folder needs to be created and contain a metadata backup of the BOS Enterprise Database, which must be made from the Live Database after it has been upgraded.

This document explains how to set up BOS Enterprise to use the Tracker App. 

Navigation: BOS Enterprise > Main Menu > Setup > Settings

Table of Contents

How to Set Up an Online Database Connection

ℹ️ An online connection updates the data in real time. 

1. Open the Tracker App.

2. Click the Settings icon on the bottom right.

3. Click the Connected radio button under Mode.

4. Type in the server information:

   1. Server = The IP address of your server (e.g. 34.243.32.223).

   2. Database = The path and name of your database on the server (e.g. C:\QuickEasy\Data\QUICKEASY.FDB).

5. Click Create TRACKER.INI file (button).  

   2. 1. • Warning: There is no confirmation. This step overwrites your existing file and if your server or database information is incorrect, you will be locked out of the tracker until you create the TRACKER.INI file again with the correct information.

6. You will be returned to the login screen. 

How to Set Up an Offline Database Connection

ℹ️ A dual connection allows users to work offline. Their data is uploaded and new data downloaded when an internet connection is present.

1. Open the Tracker App.

2. Click the Settings icon on the bottom right.

3. Click the Dual - Connected and Offline radio button under Mode.

4. Type in the server information:

   1. Live Database:

      1. Server = The IP address of your server (e.g. 34.243.32.223).

      2. Database = The path and name of your database on the server (e.g. C:\QuickEasy\Data\QUICKEASY.FDB).

   2. Local Empty Database:

      1. Server: Filled in automatically.

      2. Database = The path and name of your database on your device (e.g. C:\QuickEasy\Data\QUICKEASY.FDB).

5. Click Create TRACKER.INI file (button). 

   2. 2. •  Warning: There is no confirmation. This step overwrites your existing file and if your server or database information is incorrect, you will be locked out of the tracker until you create the TRACKER.INI file again with the correct information.

6. You will be returned to the login screen.

How to Set Up Transactions to Use Tracker

How to Set Up Timekeeping for Work Orders and Production

1. Navigate to Settings in BOS Enterprise.

2. Click Transactions (tab). 

3. Click Edit (button).

4. Click Add/Update (button).

5. On the left, click Work Orders (WO) under Module.

6. On the right, type Tracker in the search block.

7. Click Tracker > Module: Timekeeping.

8. Click Add/Update (button).

9. Close the popup.

10. On the Transactions (tab), navigate to the setting: Tracker > Work Orders (WO) > Module: Timekeeping and check the checkbox in the Value column.

How to Set Up Deliveries

1. Navigate to Settings in BOS Enterprise.

2. Click Transactions (tab).

3. Click Edit (button).

4. Click Add/Update (button).

5. On the left, click Delivery Notes (DN) under Module.

6. On the right, type Tracker in the search block.

7. Click Tracker > Module: Deliveries.

8. Click Add/Update (button).

9. Close the popup.

10. On the Transactions (tab), navigate to the setting: Tracker > Delivery Notes (DN) > Module Deliveries and check the checkbox in the Value column.

How to Set Up Field Services

1. Navigate to Settings in BOS Enterprise.

2. Click Transactions (tab).

3. Click Edit (button).

4. Click Add/Update (button).

5. On the left, click Work Orders (WO) under Module.

6. On the right, type Tracker in the search block.

7. Click Tracker > Module: Field Service.

8. Click Add/Update (button).

9. Close the popup.

10. On the Transactions (tab), navigate to the setting: Tracker > Work Orders (WO) > Module Field Service and check the checkbox in the Value column.

How to Set the Issuing Transaction for Inventory Items

1. Navigate to Settings in BOS Enterprise.

2. Click Transactions (tab).

3. Click Edit (button).

4. Click Add/Update (button).

5. On the left, click Goods Issue (IGI) under Module.

6. On the right, type Tracker in the search block.

7. Click Tracker > Module: Issue Inventory (Select the Issue Transaction).

8. Click Add/Update (button).

9. Close the popup.

10. On the Transactions (tab), navigate to the setting: Tracker > Goods Issued (IGI) >  Module: Issue Inventory (Select the Issue Transaction). Click the dropdown list in the Value column and select Goods Issued or a similar transaction.

How to Set the Issuing Transaction for Non-Inventory Items

1. Navigate to Settings in BOS Enterprise.

2. Click Transactions (tab). 

3. Click Edit (button).

4. Click Add/Update (button).

5. On the left, click Goods Issue (IGI) under Module.

6. On the right, type Tracker in the search block.

7. Click Tracker > Module: Issue Goods (Select the Issue Transaction).

8. Click Add/Update (button).

9. Close the popup.

10. On the Transactions (tab), navigate to the setting: Tracker > Goods Issued (IGI) >  Module: Issue Goods (Select the Issue Transaction). Click the dropdown list in the Value column and select Goods Issued or a similar transaction.

How to Set the Receiving Transaction for Inventory Items

1. Navigate to Settings in BOS Enterprise.

2. Click Transactions (tab). 

3. Click Edit (button).

4. Click Add/Update (button).

5. On the left, click Goods Received (WO) (IGRWO) under Module.

6. On the right, type Tracker in the search block.

7. Click Tracker > Module: Receive Inventory (Select the Receive Transaction).

8. Click Add/Update (button).

9. Close the popup.

10. On the Transactions (tab), navigate to the setting: Tracker > Goods Received (WO) (IGRWO) >  Module: Receive Inventory (Select the Receive Transaction). Click the dropdown list in the Value column and select Goods Received (WO) or a similar transaction.

How to Set the Receiving Transaction for Non-Inventory Items

1. Navigate to Settings in BOS Enterprise.

2. Click Transactions (tab).

3. Click Edit (button).

4. Click Add/Update (button).

5. On the left, click Goods Received (PO) (IGRPO) under Module.

6. On the right, type Tracker in the search block.

7. Click Tracker > Module: Receive Goods (Select the Receive Transaction).

8. Click Add/Update (button).

9. Close the popup.

10. On the Transactions (tab), navigate to the setting: Tracker >  Goods Received (PO) (IGRPO) >  Module: Receive Goods (Select the Receive Transaction). Click the dropdown list in the Value column and select Goods Received (PO) or a similar transaction.

How to Set Up User Access to Use Tracker

10. 1. Navigate to Settings in BOS Enterprise (e.g. Main Menu > Setup > Settings).

    2. Click Users (tab).

    3. Select a User on the left. 

    4. Type tracker in the search block on the right.

    5. Next to Setups > Tracker - Access Allowed, check the checkbox in the Value column to grant access.

    6. Click Save (button).

Related Topics

• Setup Guides: Tracker App

• Reference: Tracker (Settings)

• Reference: Deliveries (Tracker)

• Reference: Field Service (Tracker)

• Reference: Issue/Receive (Tracker)

• Reference: Timekeeping (Tracker)

• Tutorial: Tracker App - Timekeeping