SFSD Procurement and Inventory Solution - Inventory Utilities
Copy
Inventory
Base
File
Utility
The Copy Inventory Base File Utility allows for quick
and easy management of inventory base files for schools by
allowing users to copy any
inventory base file to selected sites. The
Auto-Select Based on Inventory Base Group Affiliation
check box
does just what it's name implies.
Setting up and maintaining Inventory Base Files is one of the most important
and common functions of using the software. In practice, the procedure follows
these steps:
Pick one school's base file to work with and configure item visibility by
checking (hiding) or unchecking (unhiding) the Inactive flag for each
item.
Adjust any shelf unit configuration as needed and Update.
Open the Copy Inventory Base File screen and select the school from
Step 1 in the Copy From list box. Allow the program to suggest the Copy To
sites based on their Inventory Base Group Affiliation. Also, select one school
from the other remaining Inventory Base File Groups and click the Copy
button.
Repeat Steps 1 through 3 until all school's inventory base files have been
updated.
