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| master:admin_stock_control [2019/12/22 23:15] – [Adding Stock Assignment Rules] Scott Cunliffe | master:admin_stock_control [2025/01/21 22:07] (current) – external edit 127.0.0.1 |
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| ===== Adding Stock Assignment Rules ===== | ===== Adding Stock Assignment Rules ===== |
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| From the menu click ''Administration'' → ''Stock Control'' | From the [[master:menu|Main Menu]] select ''Administration'' → ''Stock Control'' |
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| {{:master:tapemaster_stock_control.png}} | {{:master:tapemaster_stock_control.png}} |
| ===== Customer Media Settings ===== | ===== Customer Media Settings ===== |
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| In the TapeMaster [[master:customer_tree|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''. |
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| Change ''Stock Controlled'' to **true**. | Change ''Stock Controlled'' to ''True''. |
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| 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. | 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}} |
| {{:master:tapemaster_stock_control.png}} | {{: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}} | {{: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). \\ | 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. | Click ''OK'' (3) to update the Stock Level. |
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| Click ''OK'' (4) to close **Stock Properties** window. | Click ''OK'' (4) to close **Stock Properties** window. |
| ===== Stock Level Adjustment ===== | ===== Stock Level Adjustment ===== |
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| From the menu click ''Administration'' → ''Stock Control'' | From the [[master:menu|Main Menu]] click ''Administration'' → ''Stock Control'' |
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| {{:master:tapemaster_stock_control.png}} | {{: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}} | {{: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 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. | Click ''OK'' (4) to close ''Stock Properties'' window. |
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| {{:master:tapemaster_stock_control_adjust1.png}} | {{:master:tapemaster_stock_control_adjust1.png}} |
| ===== 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 [[object:volume|Volume-ID's]] to. | 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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| Barcodes that match the [[object:volume|Volume-ID]] filter will be added to the default repository for that customer's [[object:media|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]]. |
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| 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. \\ | 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 volumes without current stock will give an error message of **Insufficient Stock to allow Volume to 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. |
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| {{:master:tapemaster_stock_control_insufficient.png}} | {{:master:tapemaster_stock_control_insufficient.png}} |
| ===== 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 customer inventory window in TapeMaster if the [[#Customer Media Settings|media options]] are set to allow this. \\ | [[: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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| 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-ID's]] to the default 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. |
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| To add volumes to the desired [[:master:repository|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 the scan window when complete. | 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 -> | <- master:admin_zone|Zones ^ master:advanced|Advanced Usage ^ cookbook:simplemanagement|Simple Management Rules -> |
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