Inventory Templates

An inventory template is a model that defines the structure and properties of an inventory. It is used to create inventories later that are based on the properties defined in the template. To create a new inventory template, follow the steps below:

Creation

Navigate to Template Menu: First, open the Inventory module. If the module doesn't appear, you might not have the correct permissions. In the module, you'll find the Inventory tab on the left side with the submenu Inventory Template.

Create New Template: Click the + button to create a new inventory template.

Name and Description Schemas

Besides entering a name and description for the template, you also have the option to set a name and description schema. This schema will be used later to generate the names and descriptions of inventories based on this template. You can use the following placeholders, which will be replaced with the actual values of the inventory:

• {date}: The current date in format yyyy-MM-dd
• {time}: The current time in format HH:mm
• {datetime}: The current date with time in format yyyy-MM-dd HH:mm
• {seq}: A sequential number generated for each inventory

Print Templates

Furthermore, you can assign print templates to your inventory template. These print templates will be used later to generate a PDF with the inventory data. Here you can select a print template for the inventory overview as well as a print template for individual test objects.

Repetitions

You have the option to choose whether your inventories should be automatically generated at certain times. Under Repetition Type, you can select the frequency at which the inventories should be generated.

If none of the suggested repetitions meet your requirements, you can define your own repetition type using a Cron Expression in the Interval field. For example, the Cron Expression 0 9 * * 1-5 executes a repetition on weekdays at 9 AM. The expression 0 */4 * * * means a repetition every 4 hours. For detailed information about the syntax, we recommend visiting crontab.guru.

Inventory Scope

Under Scope, you can specify whether the inventory type is a partial inventory or a full inventory, and indicate whether the objects to be checked are fabric rolls or components. Note that only one of the two options (fabric rolls or components) can be selected per inventory.

Subsequently, you can select the warehouses that should be considered in the inventory. If you selected Full Inventory as the inventory type, all objects in the selected warehouses will be checked.

If you selected Partial Inventory as the inventory type, you can specify under Automatic Selection how many rolls or components should be automatically selected by the system and subjected to inventory. If you increase the quantity, you will be prompted to define more precisely according to which characteristics the objects to be checked should be selected by the system:

• Ignore Checked: This is a specification in days. Here you can specify that objects that have already been checked within the last x days should not be checked again.
• Selection Threshold: The criterion by which objects to be checked should be selected. Depending on whether you previously specified that this is an inventory of fabric rolls or components, you enter either the roll remaining length in millimeters or the remaining stock of components in pieces. Example: With an input of 9000, the fabric rolls whose remaining length is as close as possible to 9000mm will be selected.
• States to Ignore: If you want to ignore objects in certain states such as Damaged in the inventory and not check these, you can specify that here.

TIP

Regardless of this selection, you can always manually add objects to the inventory during its execution.

Test Characteristics

Under Photo Documentation, select whether and when it is mandatory to document individual checks of inventory objects with photos.

Besides general inventory instructions, you can now also define the individual characteristics that should be checked during the inventory.

Add Test Characteristic: Select the desired test characteristic from the dropdown list. For the characteristics Fabric Roll Length, Fabric Roll Width, and Component Quantity, define the tolerances based on your needs. Explanation:

• Absolute Positive Tolerance: The absolute value up to which the test characteristic is considered "OK". Example: For a fabric roll length of 10000mm and an absolute positive tolerance of 100mm, the fabric roll is considered "OK" if its length is between 10000 and 10100mm.
• Absolute Negative Tolerance: The same in the negative direction. Example: For a fabric roll length of 10000mm and an absolute negative tolerance of 100mm, the fabric roll is considered "OK" if its length during testing is between 9900 and 10000mm.
• Relative Positive Tolerance: Here you can specify the tolerance in percent. Example: For a component quantity of 10000 pieces and a relative positive tolerance of 1%, the component is considered "OK" if its quantity during testing is between 10000 and 10100.
• Relative Negative Tolerance: The same in the negative direction.
• Nominal Positive Tolerance: Also in percent, however, this is not compared with the remaining length of the roll, but rather the reference value is the nominal roll length specified in the fabric article of the roll. For a component, it is also the nominal quantity specified in the article.
• Nominal Negative Tolerance: The same in the negative direction.

For each test characteristic, you can specify how the Target Value should be displayed during testing: Always, Never, or Optional. If you select Optional, the target value will be grayed out by default during testing and can be displayed by clicking:

If you decide to always show the target value, it will look like this during object testing later:

And this is how it looks when the target value should not be displayed - only the field for the actual current value is shown:

Similarly, for the Actual Value, you have the option to specify whether it should be pre-filled with the target value or if you prefer an empty field.

If you want to check the object for multiple characteristics, click the + button to add a new test characteristic.

Set Groups for Test Characteristics: When entering a test characteristic, you'll also see a Group field. This determines the arrangement in which the test characteristics will be displayed in the actual inventory during testing. Either all characteristics can be checked in the same step (in the same group) or different steps can be defined for testing. In the following screenshot, you can see an example of how it could ultimately look in the actual test:

If you want to have all test characteristics in the same group and fill them out in the same step during testing, leave the Group field empty. If you want to define different steps, give all characteristics that should be in the same step the same group number. If you want to check each characteristic in its own step, give each characteristic its own group number.

Save

Save New Template: Click the Add button to save the template.

After saving the inventory template, it appears in the list of all existing templates. From there, it can either be edited or deleted.