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| master:admin_stock_control [2017/07/20 15:52] – Scott Cunliffe | master:admin_stock_control [2025/01/21 22:07] (current) – external edit 127.0.0.1 |
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| ===== Stock Control ===== | ====== Stock Control ====== |
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| ==== Overview ==== | 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. |
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| Stock control enables you to enter volumes into TapeTrack without barcodes, to manage current stock levels and track history of new stock usage. | ===== Adding Stock Assignment Rules ===== |
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| ==== Adding Stock Assignment Rules ==== | From the [[master:menu|Main Menu]] select ''Administration'' → ''Stock Control'' |
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| Select, from the main menu, Administration - Stock Control to open the stock control window. | {{:master:tapemaster_stock_control.png}} |
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| Right click and select properties, or double click, on the first available stock control ID. | Right-click and select ''Properties'', or double-click, on the first available Stock Control-ID. |
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| | {{:master:master_stock_control_properties.png}} |
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| In the Stock Properties window: \\ | In the Stock Properties window: \\ |
| * Description | * ''Description'' |
| * Insert a descriptive name for the stock control rule, e.g. for all US customers and LTO4 tapes **US LTO 4** | * 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 | * ''Filters'' |
| * Add filter to select Customer ID/s that will use this rule. e.g. For all US customers **US*** | * ''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. |
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| | Click ''OK'' once all data is correct and complete. |
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| | {{master:master_stock_new.png}} |
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| | Close the Stock Control window and click ''Save'' to commit the new Rule/s to the TapeTrack Database. |
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| | {{master:master_stock_control_window.png}} |
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| | Click ''Yes'' to the popup window to commit the data. |
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| | {{:master:master_stock_control_save.png}} |
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| | ===== Customer Media Settings ===== |
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| | 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''. |
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| | Change ''Stock Controlled'' to ''True''. |
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| | 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]]. |
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| | {{:master:tapemaster_stock_control_media_options.png}} |
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| | ===== Adding Stock ===== |
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| | From the menu click ''Administration'' → ''Stock Control'' |
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| | {{:master:tapemaster_stock_control.png}} |
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| | Right-click and select ''Properties'', or double-click, on the first available Stock Control-ID. |
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| | {{:master:master_stock_control_properties.png}} |
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| | Click the ''Add Stock'' button (1) and add the new Stock amount in the ''Count'' field (2). \\ |
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| | Click ''OK'' (3) to update the Stock Level. |
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| | Click ''OK'' (4) to close **Stock Properties** window. |
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| | {{:master:tapemaster_stock_control_add.png}} |
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| | ===== Stock Level Adjustment ===== |
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| | From the [[master:menu|Main Menu]] click ''Administration'' → ''Stock Control'' |
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| | {{:master:tapemaster_stock_control.png}} |
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| | Right-click and select ''Properties'', or double-click, on the first available Stock Control-ID. |
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| | {{:master:master_stock_control_properties.png}} |
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| | Click on the ''Stock Adjustment'' button and enter the correct number in the ''New Total'' field and click ''OK''. |
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| | Click ''OK'' (4) to close ''Stock Properties'' window. |
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| | {{:master:tapemaster_stock_control_adjust1.png}} |
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| | ===== Scan To Assign Volumes ===== |
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| | 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. |
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| | {{:master:tapemaster_stock_control_scan.png}} |
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| | [[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]]. |
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| | 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. |
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| | 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. |
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| | {{:master:tapemaster_stock_control_insufficient.png}} |
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| | ===== Scan To Assign Volumes From TapeMaster Inventory Window ===== |
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| | [[: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. \\ |
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| | 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]]. |
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| | 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. |
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| | Scan the new [[object:volume|Volumes]] and close the Scan window when complete. |
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| | <- master:admin_zone|Zones ^ master:advanced|Advanced Usage ^ cookbook:simplemanagement|Simple Management Rules -> |
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