====== Stock Control ====== Stock control enables you to enter [[object:volume|Volumes]] into TapeTrack without Barcodes, to manage current Stock Levels and track history of new Stock Usage. ===== Adding Stock Assignment Rules ===== From the [[master:menu|Main Menu]] select ''Administration'' → ''Stock Control'' {{:master:tapemaster_stock_control.png}} Right-click and select ''Properties'', or double-click, on the first available Stock Control-ID. {{:master:master_stock_control_properties.png}} In the Stock Properties window: \\ * ''Description'' * Insert a descriptive name for the Stock Control Rule, e.g. for all US [[object:customer|Customers]] and LTO4 [[object:volume|Volumes]] **US LTO 4** * ''Filters'' * ''Customer'': Add filter to select [[object:customer|Customer-IDs]] that will use this rule. e.g. For all US [[object:customer|Customers]] **US*** * ''Media'': Add [[object:media|Media Type]] this rule applies to. e.g. **LTO** * ''Volume'': Add [[object:volume|Volume]] [[general:pattern_matching|Filters]] to enforce correct [[object:volume|Volume-ID]] association. e.g. For a 8 character ID ending in L4 use ''**??????L4**''. * ''Totals'' * ''Minimum Count'': Insert minimum Stock Number before you are alerted of low stock levels (alert is a future enhancement). * ''Current Total'': Current total of [[object:volume|Volumes]] in Stock (display only). * ''Options'' * ''Enabled'': Set Enabled to ''True'' to make Rule active. Click ''OK'' once all data is correct and complete. {{master:master_stock_new.png}} Close the Stock Control window and click ''Save'' to commit the new Rule/s to the TapeTrack Database. {{master:master_stock_control_window.png}} Click ''Yes'' to the popup window to commit the data. {{:master:master_stock_control_save.png}} ===== Customer Media Settings ===== In the [[desktop:master|TapeMaster]] [[master:customer_tree|Customer Tree]], right-click the [[object:media|Media Type]] on the [[object:customer|Customer]] you want to apply Stock Control to and select ''Properties''. Change ''Stock Controlled'' to ''True''. If ''Auto Stock Selection'' is set to ''False'', all new [[object:volume|Volumes]] must be added through the [[#Scan to Assign Volumes|Stock Control window]]. If set to ''True'' [[object:volume|Volumes]] may be added directly from the [[#Scan to Assign Volumes From TapeMaster Inventory Window|Inventory window]] in [[desktop:master|TapeMaster]]. {{:master:tapemaster_stock_control_media_options.png}} ===== Adding Stock ===== From the menu click ''Administration'' → ''Stock Control'' {{:master:tapemaster_stock_control.png}} Right-click and select ''Properties'', or double-click, on the first available Stock Control-ID. {{:master:master_stock_control_properties.png}} Click the ''Add Stock'' button (1) and add the new Stock amount in the ''Count'' field (2). \\ Click ''OK'' (3) to update the Stock Level. Click ''OK'' (4) to close **Stock Properties** window. {{:master:tapemaster_stock_control_add.png}} ===== Stock Level Adjustment ===== From the [[master:menu|Main Menu]] click ''Administration'' → ''Stock Control'' {{:master:tapemaster_stock_control.png}} Right-click and select ''Properties'', or double-click, on the first available Stock Control-ID. {{:master:master_stock_control_properties.png}} Click on the ''Stock Adjustment'' button and enter the correct number in the ''New Total'' field and click ''OK''. Click ''OK'' (4) to close ''Stock Properties'' window. {{:master:tapemaster_stock_control_adjust1.png}} ===== Scan To Assign Volumes ===== To add new [[object:volume|Volumes]], from the Stock Control window, open the Rule you want to assign the new [[object:volume|Volume-ID's]] to. Click on the ''Scan to Assign'' button to open the Scan-In window. Scan the new [[object:volume|Volume]] [[concepts:barcode|Barcodes]] as required. {{:master:tapemaster_stock_control_scan.png}} [[concepts:barcode|Barcodes]] that match the [[object:volume|Volume-ID]] filter will be added to the Default [[object:repository|Repository]] for that [[object:customer|Customer's]] [[object:media|media type]]. If the scanned [[concepts:barcode|Barcode]] is outside the parameters of the [[object:volume|Volume-ID]] filter, you will receive the message **Volume does not match the filters for the assigned Stock-ID** and the [[object:volume|Volume]] will not be added. Any attempts to add [[object:volume|Volumes]] without Current Stock will give an error message of **Insufficient Stock to allow Volume to be added** and the [[object:volume|Volume]] will not be added. {{:master:tapemaster_stock_control_insufficient.png}} ===== Scan To Assign Volumes From TapeMaster Inventory Window ===== [[:master:volumes|Volumes]] can be added directly from the [[object:customer|Customer]] inventory window in [[desktop:master|TapeMaster]] if the [[#Customer Media Settings|media options]] are set to allow this. \\ Right-click in the Inventory window and select ''Special Operations'' -> ''Scan'' -> ''Scan To Add Volumes'' to open the Scan-In window and Scan-In new [[object:volume|Volume-IDs]] to the default [[object:repository|Repository]]. To add [[object:volume|Volumes]] to the desired [[:master:repository|Repository]] (other than default), right-click the Target [[object:repository|Repository]] and select ''Scan'' -> ''To Add'' to open the Scan-In window. Scan the new [[object:volume|Volumes]] and close the Scan window when complete. <- master:admin_zone|Zones ^ master:advanced|Advanced Usage ^ cookbook:simplemanagement|Simple Management Rules ->