Inventory

When selected will enable TSM Stock Control which will update the quantity of all items purchased and used on Job Cards (On-hand, on-order etc.). Deselecting this will leave all on hand quantities at zero.

When adding parts to a Job Card, TSM can restrict the search list of parts to those that are spare parts. Each item can be specified as a Spare Part in Product Maintenance.

This option toggles multi-location stock control. Having this option on means that TSM will allow you to manage stock at different locations such as multiple warehouses, vans etc.

Note: Disabling this option will erase all multi-location stock level details and will prompt the user before doing so. A reindex will be necessary afterwards for the changes to take full effect.

If you want to allow TSM to make stock levels negative if you use more items than are in stock then check this setting. Uncheck this is you want TSM to refuse if you use more stock than is on hand.

Select this if you want TSM to print the Unit of Measure for parts used on an invoice (i.e. each, metres etc).

This option is only available if Multi-Location Inventory tracking is enabled. It determines wether or not the Bin/Location field on Products Maintenance is a plain text or a drop-down menu.

Enables the requisition prompt for parts with an insufficient stock level when adding them to jobs.

An initial stock location assigned to a new Job Card. If the multi-location inventory is enabled, this will also be the default inventory location that parts used will be taken from.

Used to identify which product types identify items used when Job Card Warranty type is detailed. This facility appears on the Job Details page of the Job Card when Warranty by item is selected.

Determine the maximum length of the product ID used throughout TSM. The length may be in the range of 15 to 50.

Determine the maximum length of the product description used in Product Maintenance. The length may be in the range of 30 to 239.

Sets the number of decimal places you want to use for all product database quantities (on hand, on order, reorder point etc).

When label printing is enabled upon receipt of a Purchase Order, this option determines if one label is printed per item entry (Item), a label is printed for each item received, based on quantity (Quantity) or if no labels are printed.

When using parts on a Job Card, what costing method is used for stock items (items that you are maintaining on-hand quantities for).

• Average - The cost of each item held in stock is averaged so that the quantity on hand multiplied by the average cost exactly equals the total cost of the inventory on hand. Price will fluctuate slowly as costs of individual items purchased changes.

• Fixed - The cost price is fixed regardless of the purchase price of individual inventory items. Although the cost multiplied by the on hand quantity does not reflect the total cost of the inventory purchased, cost fluctuations are minimised and are under your control.

• Last - The cost price represents the cost of the last item purchased. This allows for accurate real world costing of parts used however the cost price will fluctuate will based on the last purchase price.

TSM also allows you to maintain items on your product database that you do not hold stock for. These might be units that you order whenever required. As such, average costing is not relevant. Non Stock item cost can be based on Fixed or Last costing method.

The default account to use for Accounting Post when updating the Inventory Account when no other Inventory Asset Account is set up in the TSM Product Maintenance.

The default accounting package product type to set when creating new TSM parts from Tra-Ser.

This option is only available when multi-location stock control has been selected and will assign every item in stock to every stock location that you have set up.

Use this option to make initial data entry of stock on hand quantities per location easier.

Note: If you have a large stock database then selecting this option could create a huge product location database. Although TSM will easily handle this situation, you may require faster computers to perform adequately.

After you have set up your stock locations, use this option to remove all products with on-hand quantity of zero from all stock locations. This can considerably reduce the size of your location database with subsequent potential speed improvements to the system.

This will set stock levels of all inventory items to zero. Use this before a complete stock take.

TSM provides the ability to link in real time to the third party Tra-Ser (Trade Services) program. This software provides regular product / pricing updates for commonly available spare parts in the Electrical trades.

If you enable Tra-Ser integration you have the choice of having real-time information (price lists, part numbers etc) available to you. (See separate document regarding Tra-Ser integration)

Specify the method that TSM integrates with Tra-Ser.

• Auto Lookup - Whenever you enter a Product ID when adding parts to a Job Card or Purchase Order, TSM will automatically look up the part number in Tra-Ser and return the relevant cost price. If a partial match is found, TSM will display a list of items found in Tra-Ser allowing you to select the items you want.

• Drag & Drop - TSM allows you to select parts directly from within Tra-Ser and drag & drop them directly into TSM. Doing so adds whichever parts you selected into the Job Card or Purchase Order.

Specify the time in seconds that TSM will wait for Tra-Ser to return real-time product data. If Tra-Ser, during a lookup, does not return anything within the time-out that you enter here, then TSM will continue and expect you to enter the details that it could not get from Tra-Ser.

When you add an item from Tra-Ser into TSM inventory, should the item be added as a stock or non-stock item.

Enter the absolute path of the directory in which the Tra-Ser program is installed.

If TSM is linked to Tra-Ser, TSM will use the actual cost price of the Tra-Ser item in the Job Card rather than the cost price set up in the TSM product maintenance.

If you sourced your Job Card item from the Tra-Ser program, you can set the Inventory last cost to the Tra-Ser last cost.

If you sourced your Job Card item from the Tra-Ser program and that item does not exist in TSM Product Maintenance, TSM will automatically add that item into Product Inventory if this is set.

If the sell price of parts extracted from Tra-Ser is calculated as a markup on the cost price, should the cost price be the standard cost price or the discounted cost price.

The default markup to use on inventoried parts (parts that do have an associated part number in inventory maintenance). This will be used where no other markup already exists.

The default markup to use on non-stock parts (temporary parts that do not have an associated part number in inventory maintenance)

Minimum permissible markup on any individual line item on a Job

The default product type to use to identify Delivery type items.

These are global options, which will be used for all products, where other values are not specified.

Determines wether the price breaks should be based on the quantity of the product purchased or the overall cost thereof.

The price breaks can be matched against the 5 price levels either by a percentage markup applicable as a global default or by one of the 5 price levels referring to the markup grid on the individual Products (specified on the Pricing tab of Product maintenance).