GOAL Investment Inc.
GOAL Investment Inc.
Insured & Bonded  |  Est. 2013  |  Crystal Lake, IL
AI Inventory Management System — Staff Onboarding Guide
GOAL Investment Inc. / Contracted Services Tek-Trol · Crystal Lake  |  Autrol · McHenry
Issued: May 2026  |  Version 1.2
Warehouse Locations
Crystal Lake — Tek-Trol
796 Tek Drive, Crystal Lake, IL
Location code: Crystal Lake
Staff see Crystal Lake records only
McHenry — Autrol
1400 Prime Parkway, McHenry, IL
Location code: McHenry
Staff see McHenry records only
Staff Account Directory
Name / TitleLogin EmailRoleLocationNotes
Michael Blucker
System Administrator
mblucker@tek-trol.com Admin All Locations Full access. Manages all users and both warehouses.
Receiving Staff
Warehouse — Crystal Lake
receiving@tek-trol.com Inventory Crystal Lake Receiving, counts, transfers only. No deletions.
Manager
Warehouse Mgr — Crystal Lake
manager@tek-trol.com Manager Crystal Lake Add/edit all modules. No deletions.
Accounting
Accounting — Crystal Lake
accounting@tek-trol.com Accounting Crystal Lake View all + Excel & QuickBooks export. No add/edit/delete.
Receiving Staff
Warehouse — McHenry
receiving@autrol.com Inventory McHenry Receiving, counts, transfers only. No deletions.
Manager
Warehouse Mgr — McHenry
manager@autrol.com Manager McHenry Add/edit all modules. No deletions.
Accounting
Accounting — McHenry
accounting@autrol.com Accounting McHenry View all + Excel & QuickBooks export. No add/edit/delete.
Role Permissions at a Glance
ActionAdminManagerInventoryAccountingRead-Only
View all records✓ All✓ Own site✓ Own site✓ Own site✓ Own site
Add new records
Edit records
Delete records
Export to Excel (.xlsx)
Export to QuickBooks
Import from Excel
View Reports page
Manage Users
View Audit TrailView
Access other location
Physical Location Rules

🔒 Location Lock

  • Your account is assigned to one warehouse
  • You can only see and edit records from your site
  • Location field auto-fills — cannot be changed
  • Records from other locations are read-only

📦 Physical Count Requirement

  • Inventory counts must be performed on-site
  • You must physically see and verify each item
  • Do not estimate — count what is in front of you
  • Discrepancies auto-log when counts don't match

🔄 Location Transfers

  • Transfers require approval from both sites
  • "Moved by" must be at the source location
  • "Received by" must be at the destination
  • Both users must confirm before transfer closes

📋 Audit Trail

  • Every action is logged with your name + timestamp
  • Edits record old value and new value
  • Deletions are permanently recorded
  • Audit Trail cannot be edited by anyone
Data Export & Import (Reports Page)

Available to Admin and Accounting roles only. Access via the Reports tab in the sidebar.

📊 Microsoft Excel (.xlsx)

  • Export any of the 6 modules to a formatted .xlsx file
  • Filename includes module name + date stamp
  • Bold headers, color-coded by module, auto-sized columns
  • Import .xlsx files to bulk-add records (Admin/Manager)
  • Column-mapping preview before confirming import
  • Flags duplicate serial numbers and missing required fields
  • All imports logged in Audit Trail with filename + record count
  • Side-by-side reconciliation view vs. existing Excel files

🧾 QuickBooks Export

  • Export inventory data formatted for QuickBooks import
  • Maps product model → QuickBooks SKU via Product Master
  • Includes quantity on hand, location, and condition
  • Supports Inventory Adjustment and Item Receipt formats
  • Export logged in Audit Trail with timestamp
  • Available as .csv or .iif format
Android Phone Setup (Warehouse Device)
App URL: https://app.base44.com/apps/6a10bb9c3cdb4673be199fa6
1
Connect the phone to company WiFi at your warehouse. No cellular service required.
2
Open Chrome → navigate to the App URL above → log in with your assigned email and password.
3
Tap ⋮ menu → "Add to Home Screen" → name it AulTekVentory → tap Add. Launches full-screen.
4
For voice input: tap the microphone button on the Receiving page, speak product details, review the transcript, confirm.
5
Pair a Bluetooth headset for hands-free operation — walk the floor and dictate without touching the phone.
6
When uploading a photo or document, select a category from the prompt before saving. Category is required.
VoIP Voice Input — Call Flow & Setup
Live VoIP Number
(815) 572-6031
aultekventory-voice-5456-prod.twil.io/voice
WiFi only — no cell service needed
Works with Zoiper5 (Android)
Bluetooth headset compatible
Call Flow
📞 Dial(815) 572-6031
🔊 GreetingPolly.Matthew voice answers
🎙 BeepSpeak receiving details
#️⃣ Press #End recording
✅ TranscribedReady in app to review
Speak these details in order: Product Model · Product Name · Serial Number · Quantity · Carrier · PO Number · Condition (Good/Damaged)
Shared SIP Settings (Zoiper5 — both locations)
SIP Domain
aultekventory.sip.twilio.com
Port
5060
Transport
UDP
VoIP Number
(815) 572-6031

Crystal Lake — Tek-Trol

Usernamecrystallake-warehouse
PasswordAulTek@CL2026
Display NameCL Warehouse

McHenry — Autrol

Usernamemchenry-warehouse
PasswordAulTek@MH2026
Display NameMH Warehouse
1
Download Zoiper5 from the Google Play Store (free).
2
Open Zoiper → tap Create Account → SIP.
3
Enter Username, Password, and SIP Domain for your warehouse location above.
4
Confirm phone is on company WiFi → tap Register. Green checkmark = connected.
5
Call (815) 572-6031 — system answers, beeps, you dictate, press # to finish. Open app to review + save.