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| master:admin_stock_control [2017/09/08 16:46] – [Scan To Assign Volumes From TapeMaster Inventory Window] dcumming | 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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| From the menu click ''Administration'' → ''Stock Control'' | {{:master:tapemaster_stock_control.png}} |
| {{:master:master_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}} | {{: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 volumes **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*** |
| * Add Media type this rule applies to. e.g. **LTO** | * ''Media'': Add [[object:media|Media Type]] this rule applies to. e.g. **LTO** |
| * Add volume filter to enforce correct volume ID association. e.g. For a 8 character ID ending in L4 **??????L4** | * ''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 | * ''Totals'' |
| * Insert minimum stock number before you alerted of low stock levels (alert is a future enhancement). | * ''Minimum Count'': Insert minimum Stock Number before you are alerted of low stock levels (alert is a future enhancement). |
| * Current total of volumes in stock (display only). | * ''Current Total'': Current total of [[object:volume|Volumes]] in Stock (display only). |
| * Options | * ''Options'' |
| * Change Enabled to true to make rule active. | * ''Enabled'': Set Enabled to ''True'' to make Rule active. |
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| Click OK once all data is correct and complete. Close the stock control window and click save to commit the new rule/s to the TapeTrack Database. | 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}} | {{:master:master_stock_control_save.png}} |
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| ==== Customer Media Settings ==== | ===== Customer Media Settings ===== |
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| In the TapeMaster Customer Tree, right click the media type on the Customer you want to apply stock control to and select ''properties''. \\ | 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 Control'' to **true**. \\ | |
| If ''Auto stock selection'' is set to **false**, all new volumes must be added through the [[#Scan To Assign Volumes|Stock Control window]]. If set to **true** volumes may be added directly from the [[#Scan To Assign Volumes From TapeMaster Inventory Window|inventory window]] in TapeMaster. | 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}} | {{:master:tapemaster_stock_control_media_options.png}} |
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| ==== Adding Stock ==== | ===== Adding Stock ===== |
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| Open the stock control window and double click on the rule you want to add stock to. \\ | From the menu click ''Administration'' → ''Stock Control'' |
| Click the ''Add Stock'' button and in the ''Count'' field add the new stock amount. \\ | |
| Click ''OK'' to update the stock level. | |
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| {{:master:master_stock_control_add.png}} | {{:master:tapemaster_stock_control.png}} |
| ==== Stock Level Adjustment ==== | |
| To adjust the stock level numbers, if they are not correct for any reason, from the stock control window open the rule you want to adjust the volume level on. Click on the ''Stock Adjustment'' button and enter the correct number in the ''New Total'' field and click ''OK''. | 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}} | {{:master:tapemaster_stock_control_adjust1.png}} |
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| ==== Scan To Assign Volumes ==== | ===== Scan To Assign Volumes ===== |
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| To add new volumes, from the stock control window, open the rule you want to assign the new volume ID's too. | 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 volume barcode/s as required. | 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}} | {{:master:tapemaster_stock_control_scan.png}} |
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| Barcode/s that match the volume ID filter will be added to the default repository for that customers media type. \\ | [[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 barcode is outside the parameters of the volume ID filter, you will receive the message **Volume does not match the filters for the assigned Stock-ID** and the volume will not be added. \\ | |
| Any attempts to add volumes without current stock will give an error message of **Insufficient Stock to allow Volume to be added** | 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}} | {{:master:tapemaster_stock_control_insufficient.png}} |
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| ==== Scan To Assign Volumes From TapeMaster Inventory Window ==== | ===== 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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| Volumes can be added directly from the customer inventory window in TapeMaster if the [[#Customer Media Settings|media options]] are set to allow this. \\ | 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. |
| Right click in the Inventory window and select ''Special Operations'' - ''Scan'' - ''Scan To Add Volumes'' to open scan in window and scan in new volume ID's to default repository. | |
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| To add volumes to desired repository (other than default), right click the target repository and select ''Scan'' - ''To Add'' to open the scan in window. Scan the new volume/s and close scan window when complete. | Scan the new [[object:volume|Volumes]] and close the Scan window when complete. |
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| <- master:admin_zone|Adding and Maintaining Zones ^ master:advanced|Advanced Usage ^ cookbook:simplemanagement|Adding and Maintaining Simple Management Rules -> | <- master:admin_zone|Zones ^ master:advanced|Advanced Usage ^ cookbook:simplemanagement|Simple Management Rules -> |
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