Title: Inventory Management plug-in

This plug-in provides a special type of "inventory" form and entry to manage materials, supplies, products, equipments etc in your warehouse, storage, office, and so on.

The purpose of this plug-in is letting you know the numbers of the pieces of your inventory and make it easy to prevent it from being insufficient.

Note: You may know the similar plug-in by the name of Forum6011: Equipments Management plug-in. This was designed to, for example, manage expiration dates and "who is using this and that?" of the stuffs such as computers and printers in offices. But of course, you can use the Inventory plug-in to manage equipment if you make it convenient, and vice versa.

License of the image;
ji5718.JPG by Mark Goebel flic.kr/p/5VEYdy
Creative Commons Attribution 2.0 Generic (CC BY 2.0) creativecommons.o….



Install



Click the link below to download com.traction.form.inventory-NN.zip file. (NN means the version number.)



Upload the zip file in Server Settings > Plugins page.

After uploading, you will see the I18N error as following. But don't worry. This error means "you need to restart TeamPage server to load the I18N resources (language files)."

I18N Error

Click [Restart TeamPage] in Server Settings > General > Manage Server page. If your TeamPage server is hosted in Traction's cloud environment, you will need to restart your server twice to load the I18N resources correctly.

After restarting, you will see that the plugin's name show up correctly.

Installed successfully

Target Space(s)



Which space do you want to post the inventory entries in? In the existing space(s)? Or do you want to create a new special space for your inventory?

Existing Space(s)



You already have, for example, HR, Sales, and Development spaces, and you can post your inventory entries (articles) into those spaces.

This means items belong to HR division should be posted in the HR space, and item belong to Sales division should be posted in the Sales space, and so forth.

You can manage the inventory activities with the other activities in the space.

New Inventory Space



You can create a new space if you want to manage your inventory in one place (space). How about creating "Warehouse" space? Every inventory entry should be posted in this space, regardless of the division which the item is belong to. You can fill-in the division name (or any other information) into "Location" text field on the form.

In this article, I'm going to introduce how to post, edit, and manage the inventory entries in the "Warehouse" space.

Configurations



Let's get the following configuration done first to make it more convenient.

In Plug-in's Settings



Click [configure] to open the configuration view.

Configure

Categories



You can change the label (title) and options of the "Category" field on the form.

Category

Default options, Desk and so on, are designed to be used in a furniture store. If you want to manage your stationery in your office, fill-in the following options.



If you are working for a drug store and wants to manage drug and medial stuffs, I suggest you to fill-in the followings.



You have to write one option per line. (Each option must be separated by a line-break.)

The option you select on the "Category" form should be added to the entry as a tag.

In Space Settings



Show "Inventory" Tab



Open Space Settings > Settings > Display page and find "Proteus Space Tabs". Select "Inventory" and move it from the left to the right.

Tabs Setting

You will see the "Inventory" tab.

Inventory Tab

Basic How-to



Create a new inventory entry



Click "New Inventory Item" menu in the side column to show the form.

Fill-in and select options in the fields on the form.



After submitting the form, you will get an inventory entry like this.

Single Entry Example

Edit an Inventory entry



Click "Edit Inventory Item" in the side column to edit the entry.

In the Edit form, enter a positive or a negative value in the "Difference" field and fill in a reason of the edit in "Describe Changes" field.

Edit Form

Chart



If "Show Chart" is set to "Yes", the changes of the number of the item will be rendered as a chart.

Chart

History of The Changes



If you have "View History" permission, the [History] tab will show up in the entry.



Spreadsheet Table



Open [Inventory] > [Table] tab to display the inventory entries in a spreadsheet like Excel. (This table feature is called "Section Table".) Click the heading row to change order. (sort ascending / descending)





Attachments:
inventory_i18n_error_en.png
inventory_installed_en.png
inventory_configure_en.png
category_options.png
inventory_image.jpg
image1.png
proteus_space_tabs.png
new_entry_form.png
new_entry_single.png
edit_form.png
chart.png
history.png
table.png
Related Articles
Article: Forum6608 (permalink)
Categories: :Doc:plug-in
Date: April 5, 2016; 4:41:37 AM EDT
Author Name: Takashi Okutsu
Author ID: takashi