Inventory Management Settings

District Settings allows the administrative level to set a preference which affects user experiences within TIPWeb-IT.

Set Transaction History Settings Preference

The Inventory Transaction History for Rooms, Staff, and Students is a preference setting within the district view which affects each site's Student Transaction Receipts, Staff Transaction Receipts, and the Inventory History screens for students, staff, and rooms.  This preference sets a district wide preference to display inventory assigned to rooms, students and/or staff after a specified period of time.  This hides returned transaction history which the district deems unnecessary to display and/or print out on receipts and inventory history screens.  

In Use, Lost, and Stolen inventory will continue to show regardless of time constraints.  The default setting is set to Show All (no date limitations).

1. Click on Settings under Management Quick Links.  The Manage Settings window opens.
2. Click on Inventory Transaction History for Rooms, Staff, and Students to expand this section.
3. Select Show After the Following Date.
4. Click on Calendar Tool.  A clickable calendar opens. Select the desired date.
5. Click on Save.  A success statement displays.
6. Click on to close the Manage History Settings window.

Set Student Inventory Management Preference

This preference sets a district wide preference to automatically transfer student issued inventory items to the student’s new campus, which were assigned to the student at a previous campus.  

NOTE: After clicking Save for this preference, the transfer of student issued items will occur with the next student information system import, usually run each night.

1. Click on Settings under Management Quick Links.  The Manage District Settings window opens.
2. Expand Inventory Management Settings.
3. Select Automatically Transfer Student Inventory Data.
4. Click on Save.  A success statement displays.
5. Click on to close the Manage District Settings window.

Set Found Synchronization for Audits

This preference allows for the synchronization of tags across all open district created audits. Found Synch locates current missing tags marked as misplaced across other audits (district-wide) and provides the option to mark those tags as found. The preference can be toggled on and off.

1.      Click on District Settings under Management Quick Links.  The Manage District Settings window opens.

2.      Expand Inventory Management Settings.

3.      Select Allow Manual Synchronization of Found Items Across Open Audits that have been Reconciled.

4.      Click on Save.  A success statement displays.

5.     Click on to close the Manage District Settings window.

Set Approvals for Audits

This preference affects the reconciliation of tags during an audit, specifically Misplaced tags.  If selected, when a tag is in Misplaced status, the user cannot complete the Collect action for that tag if the expected location is at a different site. The collect option is removed from the options. The preference can be toggled on and off.

1.      Click on District Settings under Management Quick Links.  The Manage District Settings window opens.

2.      Expand Inventory Management Settings.

3.      Select Disable Tags from Being Collected if Located at Another Site.

4.      Click on Save.  A success statement displays.

5.     Click on to close the Manage District Settings window.

Set Approvals for Tag Status

This preference affects tags that are Lost or Stolen.  If selected, the Police Report # and Attachment are required when a tag’s status is changed to Lost or Stolen. The preference can be toggled on and off.

1.     Click on District Settings under Management Quick Links.  The Manage District Settings window opens.

2.     Click on Inventory Management Settings to expand the grid.

3.     Select Lost Status: Police Report # and Attachment Required.

4.      Select Stolen Status: Police Report # and Attachment Required.

5.     Click on Save.  

6.     Click on  to close the Manage District Settings window.

Set Approvals for Site to Site Transfers

These preferences affect site to site transfers.  If both are selected, the destination site reviews a transfer at two different times (once before it is put in transit and once after the transfer has arrived at the site).  Destination site administrators review each transfer in order to deny or approve (the whole transfer or specific line items) the shipment to their site.

1. Click on District Settings under Management Quick Links.  The Manage District Settings window opens.
2. Expand Inventory Management Settings.
3. Select the desired settings:

•  Initiated Transfers Require Approval  enables the destination site’s administrator to approve/deny each transfer waiting to be shipped from another site.

•  Inventory Received from a Site Requires Approval from Administrator enables the destination site’s administrator to approve/deny each transfer shipped and waiting to be received on the destination site.

•  Transfers Require Digital Signature to be Captured allow users to capture digital signatures when conducting site to site transfers.

4. Click on Save.  A success statement displays.

5. Click on to close the Manage District Settings window.

Set Approvals for Transfers Involving Warehouses

These preferences require at least one warehouse to be created in TIPWeb-IT and they will affect transfers involving a warehouse.  If both are selected, the destination site reviews a transfer at two different times (once before it is put in transit and once after the transfer has arrived at the site).  Destination site administrators review each transfer in order to deny or approve (the whole transfer or specific line items) the shipment to their site.

1. Click on District Settings under Management Quick Links.  The Manage District Settings window opens.
2. Expand Inventory Management Settings.
3. Select the desired settings:

•  Initiated Transfer Require Approval enables the destination site’s administrator (warehouse or site) to approve/deny each transfer waiting to be shipped.

•  Inventory Received from a Warehouse Requires Approval from Administrator enables the destination site’s administrator to approve/deny each transfer shipped and waiting to be received on the destination site.

•  Transfers Require Digital Signature to be Captured allow users to capture digital signatures when conducting Warehouse to Site and Site to Warehouse transfers.

4. Click on Save.  A success statement displays.

5. Click on to close the Manage District Settings window.