The previous topic explains how to add or edit tools.

In this topic we will focus on the particular explanation of each concept:

    • Description
    • Code
    • Unit
    • 1 classification
    • 2 classification
    • Technical specifications, images and attachments
    • Location
    • Initial stocks
    • Startup costs

Tool description

Allows you to capture a brief description of the tool with up to 140 characters. If more space is required for more details you can use the specification field.

Code

The Code is a unique identifier that the program uses to easily identify tools or instruments.
Based on this code, the tool control program automatically generates the bar code that can be printed on labels and attached to the tool for quick and easy identification.

Unit of measurement

The unit field allows you to indicate the unit of measure with which you can clearly quantify the stock of your inventory, helping to correctly interpret the quantities, the following are some examples of units of measure:

  • pieza
  • Game
  • And many more

When editing a tool, the unit of measure is selected from a list contained in an auxiliary catalog of units. If the desired unit of measure is not yet registered, it is possible to add it to the auxiliary catalog of units at that moment, without having to leave the tool capture screen, by clicking on the icon. Add to catalog located to the right of the field.

To edit or delete a unit of measure from the auxiliary unit catalog, it is necessary to go to the module of Auxiliary catalogs.

ratings

The "Classification 1 and 2" fields allow the tools to be classified by two different criteria that we establish according to the particular classification needs.

Example of an Auxiliary Catalog of Classifications:

CLASSIFICATION 1 CLASSIFICATION 2
HARDWARE STORE
AUTORMOTRÍZ
ELECTRIC
SECURITY
BRICKWORK
PASTRY
MECHANIC
SMITHY
LABELED
MEASUREMENT
COMMUNICATION
ELECTRIC
MANUAL
HYDRAHULIC
PNEUMATICS

When editing a tool, the classification of the part is selected from a list contained in an auxiliary catalog of classifications. If the desired classification is not yet registered, we can add it to the auxiliary classification catalog at that moment, without having to leave the spare parts capture screen, by clicking on the icon Add to catalog located to the right of the field.

A practical example of the application of the "Classification 1 and 2" fields could be seen in the grouping of the tool catalog.

To edit or delete a classification from the auxiliary catalog of classifications, it is necessary to go to the Auxiliary catalogs.

Specifications, images and attachments

The tool control system allows you to supplement the information of your tools with specifications, images and attachments, making this information available for quick consultation from the information panel.

In the field of specifications, the program allows to freely capture in text the characteristics and special details of the tool, which can be consulted from the information panel.

The images allow documenting the information of the tool with photographs, diagrams, etc. You can also associate Word, Excel, PDF files, etc., with complementary information such as user manuals, technical sheets, etc. When viewing the attached files, the system will open the file with the application that is configured on the computer to open the file type by default.

To associate an image with a tool, it is first necessary to import the image into the auxiliary image catalog of the tool control system. Once the image has been imported into the catalog, it is associated with the tool. This is because the images are stored in the system database and in this way it will not matter if the source of the images is moved or deleted.

To manage the images and attachments, go to the module Auxiliary catalogs from the Main menu.

Auxiliary image catalog

The auxiliary image catalog is formed by importing images into the tool control system to associate them with the tools. It is enough to add them only once to the database and they will be available even when the source file of these images is deleted, moved or lost.

The auxiliary image catalog allows you to group the images, for example images of screwdrivers, hydraulic tools, pneumatic tools, etc.

Auxiliary catalog of attachments

All attachments in the tool control system are included in the auxiliary attachment catalog, once uploaded to the system, they can be assigned to different tools. The attached files can be classified and grouped according to their nature, such as user manuals, guarantees, data sheets or documents in general.

Warehouses that handle the tool

When adding a tool to the catalog, the tool control system allows you to indicate in which warehouses the tool will be active. Then then, in case of having more than one warehouse, we can choose the warehouse or warehouses that will handle said tool.

Warehouse location

The tool control system allows documenting the place where the tool is physically located within the warehouse (eg aisle, shelf or level), thus facilitating its location when required.

Another way to indicate the location of the tools is through the action of the submenu Locations, select the mesh tools and then select the action Locations within the submenu.

A modifiable mesh with the location field will open to capture the location of the tools in the warehouse (s). This location can be modified at any time.

The location of the tools in the warehouses can be edited from the module Tools, as well as from the module Warehouses.

Stock and starting costs

The stocks and initial costs of a tool are variable in each warehouse as well as its location.

The registration of stocks and initial costs is the process with which the user indicates the initial situation of their inventory in order to start working and generate entry and exit movements, receipt movements and returns, to be able to make inquiries with the updated values .

The versatility of the tool control system of the MP version 10 suite allows you to record your initial stock when creating tools and warehouses, or later allows you to edit the initial stock, initial cost and location of the tools individually or in bulk. in the different warehouses.

Also for ease and agility in the implementation of the tool control system, the user can start working with the tools whose initial values ​​have been captured, thus avoiding having to capture the initial values ​​of all the tools to start use the system. It is important to note that once a movement has been carried out with a tool, modifications of the initial records (initial existence and initial cost) of that tool cannot be made in the warehouse where the movement was made.

The initial stock registration can be done from the module Tools and from the module Warehouses.

From the Tools module they can register the initial stocks of the tools in each of the warehouses; On the other hand, in the Warehouses module, the initial existence of the tools contained in the selected warehouse is recorded.

To capture the initial values ​​of your tools from the module Tools and select from the submenu Warehouses and opening stocks.

Multiple editing will be enabled on the mesh to record the information. This mesh allows you to select the tools that are in the warehouse by marking the selection box, modify the initial stock and modify the initial cost of the selected tools. It is important to point out that it is not possible to modify the initial values ​​of the tools to which a movement has been previously generated and therefore the movements icon will be marked.

Please note: The tool is only locked in the magazine from where the movement was generated.

Serial Number Controlled Tools

There are special tools that, due to their value, controlling them independently by serial number is very convenient. The Tool Control program gives you the option of controlling the tools that you decide to do so by their serial number.

The above will allow you, in addition to knowing which tools you gave to each employee in safekeeping, to know precisely the serial number of the tool you gave them.

When editing the tool catalog, the program allows you to indicate those that you want to control by serial number.

When entering the initial stock or entering new tools to the warehouse you must enter the serial number of the tool. The same will happen every time you generate a receipt movement, in which the program will ask you to select the serial number of the tool you are delivering.

For example, suppose you edited the oscilloscope tool in the catalog and checked the box in which you indicated that you want to control this tool by serial number. When editing the initial stock, the program will ask you to provide the serial number of each of the oscilloscopes you have. When generating a receipt movement of any of the oscilloscopes, the program will ask you to specify the serial number of the oscilloscope that you are delivering as a receipt.

Can't find a solution?

Contact our technical support team

(52-55) 5364-5661 / 5364-5657

How to call from my country?

Office hours from Monday to Friday from 8:00 a.m. to 18:00 p.m.

Participate in our help forum

Leave a question that you and others may have and allow our Technical Support team to answer it publicly.

Go to Help Forum

FAQs

Check our FAQ site to learn more about subscription schemes, our wide range of connectivity options, among others.

Go to Frequently Asked Questions