ItemPath Step-by-Step Quick Start Guide
Want the fast track to building the history of your things?
If you're a person who wants to jump right in, here's a step-by-step guide to get you started.
Add a Location
You need places for your things.
From the menu on the left of the screen, click LOCATIONS. Click the "ADD LOCATION" button. Give it a name. It's automatically saved.
- You can add fields to record more details about each of your locations (like an address) in the Info tab.
- You will be able set which Snapshots will be available for this location.
- You will be able to select Fields to be recorded for items at this location based on check-in types.
Add an Item Type
These are names of the things you will track (like container, widget, Product #10029, etc.)
Click ITEM TYPES on the left menu, then the “ADD AN ITEM TYPE" button. Give it a name (or part number). It's automatically saved.
- You can add fields to record more details about each of your items (like a description) in the Info tab.
- You will be able to select Fields to be recorded for this item based on the check-in type.
Create an Item
Let's record a specific instance of an item type (like a specific box of Product #10029)
For now, let's create one from scratch. Later you will be able to receive from a partner, move, and such.
From the left menu, click CHECKIN. Select “Create" from the drop-down list.
Check-ins happen at locations, so type in the Location name you added earlier.
Leave the From field blank for now. Leave the Assign a Unique Item ID field blank, or you can type or scan a unique ID (like a serial number) of the Item you are creating. Click No under "Print Label?"
Click the CREATE ITEM button.
There, you have done your first check-in!
Now let's see the item's history.
Click ITEM TYPES from the left menu. You should see your Item Type listed. Click on the Item Type and you will see the Item you just checked in. Click on the Item and you will see its Info and History using the tabs across the top.
Extra details about creating an item:
- Later you can create from another item that has been previously recorded.
- Later you will print custom labels for the items you are creating.
ItemPath offers many other types of checkins you can use to track what happened to your things. Check them out here.
Add a Partner
Who do you receive from or send to?
Click PARTNERS from the left menu and then the ADD PARTNER button. In the Info tab across the top, type a name for your partner.
- You can add fields to record more details about each of your partners (like a phone number) in the Info tab.
- You will be able to select Fields to be recorded for items received or shipped.
Add a Report
Build your own reports to perform powerful analytics on your data.
Using filters, you can produce lists, charts and graphs for all kinds of scenarios.
Choose REPORTS from the left menu and then click ADD REPORT.
Using the New Series button, set up a report with whatever filters you want. Some examples are shown below. You can choose the colors to use as well as the type of report - chart, graph, list.
Here are some sample custom reports:
List showing items grouped by Item type with Location = Raw Materials Cooler with Temperature = 8:
Chart showing Active Items by Location:
Graph of active Items grouped by Item type:
List for Lot Tracking of Items with a specific Batch number, grouped by Item type:
Add a Field
ItemPath lets you record whatever you want about items and conditions using custom fields that you set up.
Select FIELDS from the left menu. Click the ADD FIELD button. Give the field a name (like Comment).
Notice how you can select the Type of data? Depending on what it is you want to record for you field, you can choose from a list of data types (like text, date, and weight).
The type of data you select may also give you options. For instance, selecting Text will let you choose the number of lines of text this field will hold.
When you use a field (in Item Types, Locations, Partners, and Snapshots, you will see how the different fields have different characteristics.
Let's use a field for recording a comment when receiving an item.
Create a field called "Comment" of type Text with 1 row.
Now go to your location (select LOCATIONS from the left menu, then click on the Location you added earlier).
Click the "Custom fields" tab across the top.
Select Receive to apply this field to all Receive checkins.
Add the field called Comment from the drop-down list of fields.
You can select some options for the field such as whether it's a required field or whether you want a previous value to be carried over.
As a side note, with some fields (not this text field), you have options to have the entry be a Sum, Difference, or Replacement value. See this example:
Now back to your field, let's see it in action.
Click CHECKINS from the left menu. We'll receive an item from your partner at the location you added earlier.
Select Receive from the drop-down list.
Name: Type in your Item Type name. (Notice how it will predict the name after a few characters.)
From: Type in your Partner name (with the Partner tab selected).
At: Type in the Location name
Assign a Unique Item ID: Leave blank to have ItemPath create an ID, or type/scan a unique item ID.
Comment: Here is your custom field, ready for you to record a comment about that item. Type something.
Click No under "Print Label?", then click "RECEIVE ITEM".
One thing you'll notice going forward is that ItemPath will remember all these settings and values for future checkins. This will simplify checkins when values don't change (like receiving a bunch of the same item types from the same partner at the same location).
Let's once more look at the history of your item. (Remember how? ITEM TYPES, then click the Item Type, Location and the Item.)
Now you can see in the Info tab and the history tab that the comment you recorded is part of the item's history.
Add a Snapshot
A Snapshot is an electronic checklist using a form you design. You can collect all kinds of details about conditions. This is often used for quality and safety compliance programs.
Select Snapshots from the left menu. From within the Edit tab, click the "ADD FIELD" button which will let you choose from a list of fields you will have created earlier.
You can drag the fields around to sort them in the order you want them to appear in the checklist.
Some fields, depending on their type, let you select options:
- Default value
- Unit of measure
- Whether the field is required
- Carry over a previously used value
- Modifiers: Sum (add to the previous value), Difference (subtract from the previous value), Replacement (of the previous value)
Assign a Snapshot to a Location
A snapshot takes place at a location.
Go to your location. (LOCATIONS from the left menu and click on your location.)
Select the Snapshots tab across the top.
Use the "Add Snapshot" button to choose the Snapshot you just created. This will apply it to this location, letting you fill it in.
Take a Snapshot
Now highlight the Snapshot and you will see the form to the right with the fields you set up.
Fill in the details and click "Finish Snapshot".
See your Snapshots - with Approvals and Comments
Once a Snapshot has been completed, you can see it, approve, and add a series of comments about it.
From the left menu, select SNAPSHOTS and click on the name of your snapshot. You will see a list of the completed snapshots and whether they are unapproved or approved.
Click on the snapshot you just completed. The results you entered will be displayed plus an Approve and Comment button.
Add a comment.
Now go back to the list of completed snapshots. The snapshot will now appear with Status = Approved.
Snapshot details in Item history.
A powerful feature in ItemPath is that the snapshot results form part of the history of your items.
Details to be updated.
Add a Printer
You can connect printers to ItemPath to print custom designed labels or tags (See Add a Label).
ItemPath is the world's first program to use the "Internet of Things" (IoT) technology to connect to printers. IoT means cloud-connected devices, so there's no need to connect the printer to your computer, tablet, or smartphone. The printer connects securely and directly to the internet making it easy to print labels from any device anywhere.
You will need a label printer that supports a cloud connection. See Printer Setup for more details.
rom the left menu, select PRINTERS and then click the ADD PRINTER button.
Follow the instructions in Printer Setup.
Add a Label
You can design your own label templates in ItemPath without needing to install any software at all.
The labels can contain fixed text, dynamic data fields, bar codes, 2D codes, and images.
Refer to the more detailed instructions on how to design a label in Create and Customize Your Own Labels.
Add a User
Your account can have many users registered. Add a new user from USERS off the left menu and select the ADD USER button.
Add an Integration
Integrations deal with two main areas:
- Data exchange with other software programs
- Connecting to devices (using the "internet of things" technology) for reading and sending data messages.
Connecting with Devices to Gather Data
Select INTEGRATIONS from the left menu.
Select from the list of available device types you are connecting with.
Enter your API Authentication token for that device (from the device settings).
ItemPath will automatically pull in the devices that are set up for that system.
You can use the values from these devices to automatically fill in custom fields for Checkins and Snapshots.
Details to be updated.
Connecting with Devices to Send Data & Alerts
Details to be updated.
Exchanging Data with other Systems
ItemPath offers an API to let you exchange specific data with other programs.
Details to be updated.
Throughout ItemPath, reports and lists can be exported to output files so the you can save your data locally as well as use tools like spreadsheet programs to perform additional calculations on your data.
Have fun tracking your things and building their history!
Once you do, you will have a powerful tool for assurance - knowing where things came from and went, and what happened to them along the way.