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subsystem:stockcontrol [2019/11/05 01:46] – Scott Cunliffe | subsystem:stockcontrol [2025/01/21 22:07] (current) – external edit 127.0.0.1 |
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====== Stock Control ====== | ====== Stock Control ====== |
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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. | 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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===== Adding Stock Assignment Rules ===== | ===== Adding Stock Assignment Rules ===== |
{{: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}} |
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 association. e.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. |
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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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| 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_save.png}} | {{:master:master_stock_control_save.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 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 Control'' to **True**. | Change ''Stock Control'' 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 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}} |
{{: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}} |
===== 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]] Barcode/s 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]]. \\ | 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 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. \\ |
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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**. |
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{{:master:tapemaster_stock_control_insufficient.png}} | {{:master:tapemaster_stock_control_insufficient.png}} |
[[: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. \\ |
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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 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]]. |
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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. | 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. |
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