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subsystem:stockcontrol

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subsystem:stockcontrol [2019/02/27 21:50] – Batch edit Customer ID to Customer-ID dcummingsubsystem:stockcontrol [2025/01/21 22:07] (current) – external edit 127.0.0.1
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 ====== Stock Control ====== ====== Stock Control ======
  
-Stock control enables you to enter volumes into TapeTrack without barcodes, to manage current stock levels and track history of new stock usage.+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 ===== ===== Adding Stock Assignment Rules =====
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 {{:master:tapemaster_stock_control.png}} {{:master:tapemaster_stock_control.png}}
  
-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.
  
 {{: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***  +    * Add filter to select [[object:customer|Customer-ID/s]] that will use this rule.  e.g. For all US [[object:customer|Customers]] **US***  
-    * Add Media type this rule applies to.  e.g. **LTO** +    * Add [[object:media|Media Type]] this rule applies to (e.g. **LTO**). 
-    * Add volume filter to enforce correct volume ID associatione.g. For a 8 character ID ending in L4 **??????L4**+    * Add [[object:volume|Volume]] filter 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 are alerted of low stock levels (alert is a future enhancement).     * 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 of [[object:volume|Volumes]] in stock (display only).
   * Options   * Options
-    * Change Enabled to **True** to make rule active.+    * Change Enabled to ''True'' to make the rule active.
  
-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.   
 + 
 +Close the stock control window and click ''Save'' to commit the new rule/s to the TapeTrack Database.
  
 {{:master:master_stock_control_save.png}} {{:master:master_stock_control_save.png}}
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 ===== Customer Media Settings ===== ===== Customer Media Settings =====
  
-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 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**+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.+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 TapeMaster.
  
 {{:master:tapemaster_stock_control_media_options.png}} {{:master:tapemaster_stock_control_media_options.png}}
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 {{:master:tapemaster_stock_control.png}} {{:master:tapemaster_stock_control.png}}
  
-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.
  
 {{:master:master_stock_control_properties.png}} {{:master:master_stock_control_properties.png}}
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 {{:master:tapemaster_stock_control.png}} {{:master:tapemaster_stock_control.png}}
  
-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.
  
 {{:master:master_stock_control_properties.png}} {{:master:master_stock_control_properties.png}}
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 ===== Scan To Assign Volumes ===== ===== Scan To Assign Volumes =====
  
-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]] Barcode/s as required. 
  
 {{:master:tapemaster_stock_control_scan.png}} {{:master:tapemaster_stock_control_scan.png}}
  
-Barcodes that match the [[object:volume|Volume ID]] filter will be added to the default repository for that customer's [[object:media|media type]]. \\+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. \\+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 [[object:volume|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**.+Any attempts to add [[object:volume|Volumes]] without current stock will give an error message of **Insufficient Stock to allow Volume to be added**.
  
 {{:master:tapemaster_stock_control_insufficient.png}} {{:master:tapemaster_stock_control_insufficient.png}}
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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 customer inventory window in 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 ID's]] to default repository.+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 default [[object:repository|Repository]].
  
-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.+To add [[object:volume|Volumes]] to the desired [[object:repository|Repository]] (other than the 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.
  
  
subsystem/stockcontrol.1551304249.txt.gz · Last modified: 2025/01/21 22:07 (external edit)