• Vending Machine - An automated helix/coil machine consisting of up to 70 bins, which can hold up to 30 packages or items per bin.
• SuperStation - A physical combination of a Vending Machine and a number of attached AutoLockers.
• AutoLocker - An automated bank of AutoCrib classic lockers (Make sure to select Polling from the Robo Type dropdown field) or AutoLocker FX (Make sure to select FX from the Robo Type dropdown field) .  Lockers can be used with expendable, oversized, calibrated, and/or durable types of items.
• ToolCabinet - This is a semi-automated and honor-based cabinet that allows access to one area at a time.  When setting up the standard AutoCrib ToolCabinet select Standard from the Robo Type dropdown.  This crib type is also used with AutoLocker FX Scale and AutoCab FX, make sure to select FX from the Robo Type dropdown field.
• ToolRoom - A traditional or virtual tool room or store that tracks items in and out using a variety of dispensing systems or the AutoCrib .NET software.
• RoboCrib - This is an automated dispensing machine that consists of a system of counter rotating carousels controlled by a touchscreen interface.  When this crib type is selected, the field next to the Crib Type field must be selected as well.
  • Note:  The RoboCrib can be enhanced with a combination of AutoLockers to make a SuperRoboCrib. A SuperRoboCrib is not a separate machine type but an integrated system of a RoboCrib and  FX AutoLockers frames controlled by the same interface.
• Shuttle - This is used to set up a Vertical Lift Machine (VLM), which utilizes a shelf retrieval system.
• Elevend - This is a dispensing system which utilizes elevating trays to bring stacked products to the top of bins with secured doors, which when unlocked, give access to the products.
• VisiCab - An object recognition toolbox with 8 rotating trays that can hold a variety of tools.

• 2000 - Setting for all generations of RoboCrib 2000 - B model and higher.
• 1000 - First generation RoboCrib 1000.
• 500 - First generation RoboCrib 500.
• 1000-B - Second and third generation RoboCrib 1000 including the RoboCrib VX1000 and TX750 (for TX750 must also check the Tambour check box).
• 500-B - Second generation RoboCrib 500 including the RoboCrib VX500.

• Scale - Enables the RoboCrib's ScaleMate.
• Scale COM - Configures the communications port for the scale.
• Type - The brand of the scale being used; Mettler Toledo or Acculab scale.
• User Discrepancy Reporting:  Allows the user to report a discrepancy.
• Enable Discrepancy Qty Input:  Allows the user to insert a discrepancy Qty when reporting a discrepancy (User Discrepancy Reporting check box must be enabled).
• Simple Input Prompt:  Allows the user to select one of the following three options at the RoboCrib software when User Discrepancy Reporting check box is enabled:  Wrong Count,
  Out of Stock, Contamination.
• Lock Bin on Discrepancy:  When enabled, bins that have a discrepancy reported on them will be locked. Users will not be able to issue out of those bins until the discrepancy has been verified and corrected by the supervisor.

• External:  Check the External check box for the external crib when setting up External Items/Key Function.
• Receipt Printer - This is checked if a receipt printer is attached to the computer running the AutoCrib, ToolRoom, or IntelliPort software.
• Use Door Strike -  ToolRoom keypad with an electronic latch can be configured to unlock a crib or cage door when a user is issuing or logging in through the ToolRoom software.  Use Door Strike enables the ToolRoom software to unlock on issue or return.
• Unlock on Login - Enables the ToolRoom software to unlock on employee's login.
• Shop Floor - Used for Gage Calibration Center.
• Allow Return by Different User - Allows employees not designated as supervisors to return open issues.

RFID - These settings are specific to the communication between the RF Reader and the PC on the IntelliPort. To enable this section, enable the checkbox located to the left of the IP field.  This checkbox will enable the IP/Port and the Add/Delete sections:

• RFID Reader:   To enable the RFID section check the RFID Reader check box (This checkbox will enable the IP/Port and the Add/Delete sections)
• IP:  Enter the network address that is assigned to the reader. Note:  The default IP assigned to the reader by AutoCrib is 192.168.168.20 (The IP can be changed if needed)
• Port:  Enter the communication port assigned to the reader.  Note:  The default Port number assigned to the reader by AutoCrib is:  80
• Usr:  User Name for the RFID reader
• Pwd:  Password for the RFID reader
• Add:  Select the Add button after you have completed the IP, Port, Usr, and Pwd
• Delete:  Removes the selected IP Address and Port number
• Print RFID only on Tags:  When selected the RFID printer will print only the RFID numbers on the labels.
• Print Bar-code on RFID Tags:  When selected the RFID printer will print the Item Information, RFID number, and the barcode on the lables.
• Disable IntelliPort Photos:  This disables the cameras at the IntelliPort so that it does not take pictures when entering and exiting the IntelliPort.

• Deduct on JAM - Enable inventory deductions when a JAM is registered. A JAM dispense will deduct inventory and record an issue transaction.
• QTY Prompt - Enable inventory deductions when a JAM is registered. A JAM dispense will deduct inventory and record an issue transaction.
• Circular - Enables successive bin dispenses for an AutoLocker or Vending Machine. The system dispenses the next successive bin with on hand inventory.  Note:  The same item must be assigned in all bins within the crib.
• InActivate - This allows a kit to be sent to repair, and prevents it from being issued until it is serviced.  When a kit is returned, you will be asked if the kit needs to be serviced.
• Notify Bin - Enables a restock onscreen notification at the keypad when the Notify Bin is dispensed.  Note:  This works in conjunction with the Circular Option.  Tip:  Utilize one of the last few bins in the machine.  For example in a vending machine set 78 or 88 as Notify Bin.

• Single Issue - When this is checked the TouchVend software goes back to the login screen after each issue transaction.

• Charge Level Enforcement - When set to Warning a warning message will appear on the screen if th device is issued before the minimum charge is met, a user then can either continue to issue out the item or cancel the transaction.  When set to Restrict a message will appear on the screen if the device is issued before the minimum charge is met, the user is then forced to cancel the transaction.  Note:  The default setting is None which means that when a user issues out an item before the minimum charge is met, they will be able to issue out the item without any warning or messages on the screen.

Crib Defaults

1. Click the Sample Excel Bin link, this will automatically download the BinOthers.xls file

2. Open the BinOther.xls file (It contains 5 lines of sample data) replace the sample data and add your bins and item assignments as follows:
   • Column A = Bin - Enter the new ToolRoom Bin number that you wish to assign the item to
   • Column B = Item - Enter the Item code you wish to assign to the bin
   • Column C = PkgQty - Enter the desired package qty for the bin
   • Column D = Bin Capacity - Enter the desired BinCapacity for the bin
   • Column E = Bin Max - Enter the desired Bin Max quantity
   • Column F = Bin Min - Enter the desired Bin Minimum quantity
   • Column G = On Hand Qty - Enter the desired On Hand quantity for the bin
   • Column H = Burn Qty - Enter the desired Burn quantity for the bin
   • Column I = Shelf (Only used with VLM Machine to enter the bin's shelf number).  For a ToolRoom enter 0 in this column.
3. Save the updated file and select the Browse button (located next to the Upload file:  Choose File field, navigate to the file location and select the file, then click Open

4. Click the Process Bin Assignments button, you will see the message "Bins have been configured and all invalid rows have been skipped. Click to review Log file for more detail."  Note:  The message: "Click to review Log file for more detail." will appear only if Invalid rows have been detected.  Click the Log file link to view the reasons for the Invalid rows. Correct the file then re-upload.

1. Step 1:  Select the item you wish to assign from the item selection box.

 

2. Step 2:  Enter the settings that will be applied to each bin: 
   • Package Quantity - Enter the desired package qty for the bin
   • Bin Capacity - Enter the desired Bin Capacity for the bin
   • Bin Min - Enter the desired Bin Minimum quantity
   • Bin Max - Enter the desired Bin Maximum quantity
   • OnHand - Enter the desired On Hand quantity for the bin
   • Burn - Enter the desired Burn quantity for the bin

  

3. Step 3:  Select the empty Bin or Bins that will be assigned with the Item by checking the check boxes next to the bin numbers, then click the Process Bin Assignments button, you will see the message "Item assigned to the respective bin(s)".

1. Select the check box or check boxes next to the bin numbers that you wish to remove the items from.
2. Click he Remove Item Assignment button
3. Click OK on the message "Unassign item from selected bins(s)", you will see the message "X items have been removed form their bin assignments. Undo".  Note: Click the Undo link to undo the changes, you will see the message "X items has been assigned back to their bin assignments:.

1. Scroll to the very bottom of the screen and click the Import Item List From Excel link

2. The Import Items from excel pop up will appear at the top of the screen, click the Download Sample link, the file will start downloading to your pc automatically.

3. Open the file and replace the sample data with the desired data:
   • Column A =  Item - Enter the item code you wish to assign to a bin. Please note that this item code must exist in the software Inventory > Items module. 
   • Column B = Type - Enter the bin size (12 = 1/12 pie, 6 = 1/6 pie, 3 = 1/3 pie, 4 = 1/4 pie,2 = 1/2 pie).
   • Column C = Height - Enter the desired bin height (1 = 1 door height, 2= 2 door height etc. 0 = Support Bin).
   • Column D = Number of Bins - Enter the desired number of bins you wish to assign the item to.
   • Column E = PackQty - Enter the desired package quantity for each of the assigned bins.
   • Colum F = Capacity - Enter the desired bin capacity for each of the assigned bins.
   • Column G = Crib Min - Enter the desired crib minimum reordering point for this item.
   • Column H = Crib Max - Enter the crib maximum reordering point for this item.
   • Column I = On Hand - Enter the desired on hand quantity for each of the assigned bins.
   • Colum J = Burn - Enter the desired burn quantity for each of the assigned bins.
4. Save the file and click the Choose File button from the Import Items from excel pop up box
5. Navigate to the file location and select the file, then click the Open button.
6. Click the Start Upload button from the Import Items from excel pop up box, you will see the message "File completely processed.  Please click "Close Lookup" button to move item grid.  Status: x rows imported into grid and 0 row has validation issue".
7. Select the Close Lookup button, the items and their attributes will show up the grid in Step 2.

• Vending Machine - The number of the position and shelf of the selected bin.
• AutoLocker - The number of the position and column of the selected bin.
• SuperStation - The number of the position and self/column of the selected bin.
• ToolRoom - The alphanumeric field representing the virtual or physical bin tray or shelf.
• ToolCabinet - The alphanumeric field representing the virtual or physical bin tray or shelf.  Note: Tool Rooms and Cabinets can be up to 12 digits long.
• RoboCrib - The alphanumeric field indicating the column, level and tray size.
• EleVend - The number of the position of the selected bin.  Note: EleVend Bin numbers must match the bin numbers on the physical cabinet. Setup and testing cannot be done on an EleVend until these Bins are created in the software.
• VisiCab - The number that represents the position and AOI (Area of Interest).
• VacuVend - The number of the position indicating the position of the vertical bin.

• Single:  Designed to dispense packaged gloves.
• Twice:  Designed to dispense un-packaged gloves where the nozzle goes down twice and retrieve a complete pair.

• Stacks in gray represent a level and stack that has not been assigned with any items.  Note: If no listed bins are shown when a stack is selected, this means the Bin database for this machine is empty.  Creating and assigning these bins can take an enormous amount of time as the RoboCrib can have hundreds of bins.  Building these bins and assigning items to them can be done during the DB setup and built quickly by AutoCrib.
• Stacks in yellow represent a level and stack that has at least one bin assigned and has available bins to assign additional items.
• Stacks in blue represent a level and stack where the entire platter is assigned with items and no space is available for an additional item assignment.

1. Select the Level at the left column.
2. Select a stack on the RoboView diagram.
3. Click Add Bin.
4. This will open the bin add form.  Select the bin size for this level, and bin number.
5. Assign an item to the bin by filling in the Item field, or save the bin by clicking the Save button.

1. Select the level from the left column.
2. Select the level from the left column.
3. Select a stack from the RoboView diagram.
4. Highlight a bin on the right, you will be directed to the DETAIL screen, click Edit.  The bin can now be assigned with an item or converted to an adjustment or support bin.  Check the Adjustment Bin check box to convert the bin to an adjustment bin.  Select Support Bin from the Bin Height dropdown to convert the bin to a support bin.  Click Update to save any changes.

• Access is given to all employees for all items/cribs and selectively removed or restricted.  Note: This is a system default.
• Access is removed from all employees for all items/cribs and selectively returned or granted access.  This takes more effort and analysis to determine proper amounts prior to creating rules.  Providing no access requires every item assigned to be given a rule in order to be dispensed. This type of restriction is recommended for smaller databases with limited items.  Note: Unlimited Access must be disabled (check box unchecked) in Tools > Options > Defaults for this process.

• The Access Module does not limit access to the AutoCrib.NET software, this is done in the Tools > Security module.
• Supervisors can override all access controls and budgets!

• Select All - Selects all employees in the grid box by checking all the boxes next to the Emp#.
• Clear All - Clears all the check marks from boxes next to Emp#  in the grid box.
• Add - Adds all employees containing check marks to the Selected employees who will be updated grid box.
• Remove - Removes all employees containing check marks from the Selected employees who will be updated grid box.
• Next - Once desired employees have been added to the Selected employees who will be updated grid box click Next to continue to Step 2 of the wizard.

Tip:  You may filter the list of employees by department in the Select Employees grid box:  locate the department column heading and click the down arrow, this will open the search filter box, type the department number or description then click the Filter button.  A filtered list will now appear in the Select Employees grid box.

• Select All - Selects all cribs in the grid box by checking all the boxes next to the Crib#.
• Clear All - Clears all the check marks from the boxes next to Crib# in the grid box.
• Add - Adds all cribs containing check marks to the Selected Employees do NOT have access to these Cribs grid box.
• Remove - Removes all cribs containing check marks from the Selected Employees do NOT have access to these Cribs grid box.
• Next - Once desired cribs have been added to the Selected Employees do NOT have access to these Cribs grid box click Next to continue to Step 3 of setting up access controls.
• Permissions - Click + next to Permissions if you would like to set the crib level permissions that the profile member will have at the AutoCrib machines.  If you prefer to use the default settings, click Next.

Per Day - Access Controls reset daily.
Per Week, reset every - Access Controls reset weekly on the selected day; Sun, Mon, Tues, Wed, Thurs., Fri,  or Sat.
Per Month - Access Controls reset at the beginning of each new calendar month.
Per Year - Access Controls reset at the beginning of each new calendar year Every ___ Days - This is a user defined field, access controls will reset at the frequency entered by the user.

• Select All - Selects all items in the grid box by checking all the boxes next to the Item#.
• Clear All - Clears all the check marks from the boxes next to Item# in the grid box.
• Add - Adds all items containing check marks to the These items have the following access control rules grid box *See note below for setting up the Item Rules.
• Remove - Removes all items containing check marks from the These items have the following access control rules grid box.
• Next - Once desired items have been added to the These items have the following access control rules grid box click Next to continue to step 4 of finalizing access controls.
• Maximum Qty Allowed:  Enter the maximum quantity that the user can take during the selected frequency.
• Per Frequency:  Select the time period a rule will enforce the Maximum Qty allowed for the item before resetting. 
• Example:  The example will changed based on the parameters entered in the Maximum Qty Allowed, and Per Frequency fields.
• Add:  When all parameters have been entered click the Add button to save.

• Yes, save these settings to a new profile - A profile allows you to easily apply access control settings to new and existing users.  When you select a user and assign them a profile, they will inherit all the profile access control settings.  If you would like to save the existing settings as a new profile select the radio button and enter a Profile Name of your choosing and a description.
• Yes, add these settings to existing profile(s) - Saving the settings to an existing profile or profiles will append all new items and cribs to the profile.  Existing items that match the new Access Controls will inherit the newly created rules you have set.  If you would like to add the settings to an existing profile select the radio button and profile name from the Profile list.
• No, I do not plan on using these settings again - If these access control rules are not assigned on a regular basis, then it may not be necessary to save as a new profile or add these rules to an existing profile.  If you do not plan on using these settings again select the radio button.

Note:  You may hover your mouse over any of the blue question mark icons to see further details specific to the related field.

• Click the Add button located under the Profile grid box, you will see the Create Profile box.  Enter a Profile Name and a Description and click the Submit button.  After you have created your profile, you will need to add Cribs, and Items to the profile.
• To add a crib or cribs to the new profile select the new profile name from the Profile grid box, click the Add button under the Cribs grid box to add  crib restriction to the profile, you will see the Cribs box.  Select the desired crib or cribs from the Cribs box and click Add.
• To add an item or items to the new profile, select the new profile name from the Profile grid box, click the Add button under the Items grid box, you will see the Items Rules box.  Select the item or items to add to the profile, then click the Add button.  Set the Maximum Qty Allowed and Per Frequency fields and click on Add.
• To set the crib permissions for the selected profile select the desired check boxed under the Permissions section, then click the Update button.
• Select the effective date, then click the Save Profile Settings button, you will see the message Access control updated successfully!

• Expendable:  The item is consumed in the process and is never returned. Examples are inserts, sandpaper, and other low cost items.
• Perishable:  The item will be used, and a decision to return to stock, send to rework, or scrap is made upon its return. Examples are end mills, larger drill bits, and medium cost items.
• Durable:  The item is always expected to be returned due to its long useful life. A decision to return or send to repair is made upon its return. Examples are gages, fixtures, and power hand tools.
• Kit:  This is assigned to an item code that represents two or more items, and comprise a kit.  The components of the kit are set up in the kit tab.
• Gage:  This is assigned to an item that goes through a gage calibration process and tracking. Serial information is assigned in the serials and gages module.
• Key:  This is for use with the External Items functions.

• Physical - a group of items bundled together, and issued as a unit.  A physical kit has the Phys Kit checkbox checked in the Items Detail tab.
• Virtual - a kit with items not bundled together physically but are meant to be issued at the same time.  A virtual kit does not have the Phys Kit checkbox checked.

1. Create the item in Inventory > Items, and set the item type to Kit.  Check the Phys Kit check box if the kit is a physical kit, and leave it unchecked if it is a virtual kit.
2. Click the Save button to save the kit item.
3. Select the kit item from the list and click on the Kit Tab.

4. Enter Information into the following fields:  (This is optional)
   • Dwg Path - Sets the location to the drawings for this kit.
   • Dwg# - Sets the drawing number.
   • Date - User defined field that identifies when the kit was built or modified.
   • Created By - Select Employee from the Created By dropdown
5. Click the Add button, the item lookup box comes up.
6. Select the item(s) that you would like to add to the kit, then click the Add button.
7. Enter the desired Qty (Quantity) and Pkg (Pack Quantity) for each of the items added to the kit.
8. Click the Save button.

• Create RFID(s) - Starts the process for assigning RFID numbers to the item.
• Edit - The edit button shows the details for the highlighted RFID number and can be used to enter free form notes relating to the item and RFID number that you have selected.
• Delete - The delete button removes the RFID number for the item.
• RFID Logs - The RFID Logs screen shows the activity in the IntelliPort - the door opening and closing, the RFID tags being scanned, and the Intelliport camera taking pictures upon entry and exit.  To view a picture taken by the camera, click on the line with the PhotoID not equal to zero, and click on the View Picture button.

1. Click the Item from the Item list to which you would like to add the RFID number to.
2. Click the Create RFID(s) button, the Add RFID pop-up will appear.
3. Select the Crib and Bin the Item with the RFID will be assigned to.
4. Select Container if the RFID should be assigned to a container which contains several of the items.  When issuing out the RFID for the container, everything in it is issued out.  Then, when the container is returned to the IntelliPort, the quantity of the items remaining in the container must be entered.
5. Select Burn if the qty should go to burn, the default selection is Oh Hand.
6. Select Scan RFID(s) if you would like to scan in the RFID numbers, the default selection is Print RFID Labels.  If printing the Labels enter the desired Number of Tags (For example, if you wish to assign RFIDs to five of item ABC123, the Zebra printer will print five tags labeled ABC123 but each with a unique RFID).  Select the desired Label Size from the dropdown menu.
7. Select Physical in Now if you are in the ToolRoom where the RFIDs will be assigned (this will physical the quantities into the bins so all you would have to do is place the items in the correct bins).  The default selection is Check in Later, this should be used if you are not in the ToolRoom where the RFID's will be assigned, you will have to "Check In" the items later through the IntelliPort software.
8. Select the Create RFID(s) button, the Zebra printer will print the RFID labels.  Attach the labels to the items and bring them to the IntelliPort.

Note:  Packaging codes that have been assigned to bins through the Bin Detail module cannot be deleted unless they are unassigned from all bins.  Here are some examples of Packaging Codes:

• I = INSERT
• EM = END MILL
• DR = DRILL
• T = TAP

1. Select the Category from the list of Categories.
2. From the Families box click the Assign link, the Add Family box will appear.
3. Use the check boxes to select a Family or Families to assign to the selected Category, then click the Add button.
4. You will now see the associated Family or Families in the Families box.

1. Select the Category from the Categories Box.
2. Check the checkbox(s) next to the Family or Families you would like to Deassign.
3. Click the Deassign link, this will remove the selected family from the Families box.

1. Select the Family from the list of Families.
2. From the Types box click the Assign link, the Assign Type to Family  box will appear.
3. Use the check boxes to select a Type or Types to assign to the selected Family, then click the Add button.
4. You will now see the associated Type or Types in the Types box.

1. Select the Family from the Families Box.
2. Check the checkbox(s) next to the Type or Types you would like to Deassign.
3. Click the Deassign link, this will remove the selected Type from the Types box.

1. Select the Type from the list of Types box.
2. From the Items box click the Assign link, the Assign Item to Type box will appear.
3. Use the check boxes to select an Item or Items to assign to the selected Type, then click the Add button.
4. You will now see the associated Item or Items in the Items box.

1. Select the Type from the Types box.
2. Check the checkbox(s) next to the Item or Items that you would like to Deassign.
3. Click the Deassign link, this will remove the selected Item from the Items box.

• I=INSERT
• EM = END MILL
• DR = DRILL
• T = TAP

1. Click the "Lock ABC Analysis - Cycle Count in Progress" link - The ABC Analysis must be locked until the cycle counting is complete.  This is to ensure that all items or bins are counted before classes can be reassigned.  In the future, items may be reassigned a class in the instances there was a spike or decline in usage when compared to the last time ABC Analysis was generated.  Therefore, a new class would need to be assigned.  Additionally, new items assigned to the AutoCrib system will need an item class to be assigned before the next cycle count.
2. Select a crib in which you want to count the inventory from the Crib dropdown field.  Leave the default All if you wish to count by class across all cribs.
3. Select the Class of items or bins to count or choose All from the Class dropdown field.  This allows you to choose items or bins with a higher class to be counted first before the items or bins with lower class.  This helps ensure that items of high usage or high value are accounted for regularly and more frequently than lower usage or lower value items.  The ability to filter by Class, Crib, or Method helps implement a focused counting process and delegation of counting duties.
4. Select a Method for the cycle count from the Method:  dropdown field.  Items or bins that have passed their next count date can be selected or all can be counted.
5. Click the Go button to produce the cycle count list.
6. Print the cycle count list by clicking the Print icon .
7. Perform a physical count of the items.

• Issues - Number of issues: Determines rate of issues.
• Velocity - Total items issued:  Determines rate of usage - (Issues x Package Qty).
• Avg. Investment - The average value of Inventory: Determines value of unconsumed inventory - (Quantity x Unit Price).
• Sales Revenue - The total value of items issued: Determines value of consumed inventory - (Issues x Package Qty x Unit Price).

1. Select an ABC Analysis By radio button to analyze either by Item or Bin.
2. Under the Set Analysis Type section select Issues, Velocity, Avg Investment, or Sales Dollars radio button .
3. Under the Set Look Back Period section select a radio button next to 30 Days, 3 Months, 6 Months, or 1 Year to analyze historical data.
4. Type the values to define the ABC Class criteria in the Define Class section.
5. Type the values to set the Count Frequency of each class in the Define Count Frequency section.
6. Select Classify Only New Items or Reassign All Items radio button to assign the ABC classes as needed.
7. Click the Run Analysis button.

1. Scroll towards the bottom of the screen to the Crib section.
2. Click the Insert link, a Cribs lookup box will appear.
3. Select the check boxes next to the crib(s) you wish to exclude access from.
4. Click the Add Crib button.

1. Scroll towards the bottom of the screen to the Items section.
2. Click the Insert link, the Items lookup box will appear.
3. Select the check boxes next to the item(s) you wish to set up with access controls.
4. Click the Add Item button, verify item(s) have been added to the Items section .

5. Edit the Maximum and Frequency fields as needed then click the Update Max/Freq link to save changes.

• To track transactions against a department, check the Use Departments checkbox in Cribs > Tool Cribs > Detail > Defaults screen for the crib.  Should you wish the department field to be automatically populated at the Issue screen, check the Lock Department check box in Database > Employee > Detail, in addition to the Use Departments check box.
• A department alias may be set for the department in Cribs > Tool Cribs > Defaults so that instead of the label Department, the alias is seen at the issue screen.
• Machines may also be assigned to departments for filtering prompts.

• The Emp Access checkbox in Cribs > Tool Cribs must be checked for the department access to work.
• The access controls are reset at a time defined in the Access Reset time found in Tools > Options > Scheduler (By default it is set to 12:00am).

• Insert - Opens a CRIBS lookup box that lists all cribs, select a crib to add to the box.
• Delete - Removes the highlighted crib from the box.
• Select All - Inserts all cribs into the box (Note:  Cribs must be created prior to this process).
• Clear All - Removes all cribs in the box.

• Cost Limit:  The monthly dollar allowance for the employee.  When the costs incurred by the employee are over the Cost Limit and he is not set as a Supervisor, he will not be able to issue items.  The Emp Access checkbox in Cribs > Tool Cribs > Detail must be checked for this feature to take into effect.
• Start Time:  The time the employee's shift is scheduled to begin.
• End Time:  The time an employee's shift is scheduled to end.
• Lock Department:  Must be checked if the employee is not allowed to enter a department other than the one he is assigned to.  Tip:  The Lock Department checkbox can be checked if the employee needs to be tied to the department. If the department prompt is set up, this will automatically populate the Dept. field at the Issue screen so that the employee will not be prompted to enter it.  If an employee floats among departments, it is best to leave the Department field blank.  The machine will prompt the user to choose which department the tool is being issued for.
• Force Ref Bin:  Forces the issue of an item stored in a reference bin (set in Cribs>Bins>Detail) or item (set in Inventory>Items>Detail) before an employee can access the selected bin or item.  All of the reference bin or item’s inventory must be exhausted before the selected bin or item can be accessed.  This is used if you want a regrind item to be issued out before a new item.
• Stocker:  This allows access to the Stock, Physical, and Maintain functions in the machines.
• Supervisor:  This overrides all access control settings, cost limits, force reference bins, and allows access to all functions in the machines.
• Issue, Return, Dull Return, Locate, Adjustment, Stock, Physical, Maintain, Console.  These are the modules or functions at the machines that may be made available to the employee.

• Items may be assigned to a job in the Job Items tab.  This is so job access may be set up; this filters the items in the issue screen when a job is selected.
• To track transactions against a job, check the Use Jobs checkbox in the Cribs > Tool Cribs > Defaults tab for the crib.
• A Job alias may be set for the job in Cribs > Tool Cribs > Defaults so that instead of the label job, the alias is seen at the Issue screen.
• Items assigned to a job may be copied to a new job using the Copy Job Items functions.
• The Jobs module has the Notes, Charts, History, Issues and Transactions tabs.

• To remove an item from the list, check the check box located on the left of the item and click the Delete button.
• The Qty Issued field is the quantity of the item that was dispensed for the job so far.  When using Job access controls the Reset Freq: field would have to be populated.  If the Qty Issued is equal to the Qty for an item, the item may no longer be issued out for that job until the job access is reset.  The job access is reset at the time set in Tools > Options > Scheduler.
• Job Items works in conjunction with the Job Access, the Job Access enables items to be filtered at the machine's issue screen by the job number.  To enable, check the Emp Access and Job Access check boxes in the Cribs > Tool Cribs.
  Check the Jobs checkbox in Cribs > Tool Cribs > Defaults, this will require you to enter the job number during and issue at the machine.

• To track transactions against a machine, check the 'Use Machines Checkbox' in Cribs > Tool Cribs > Defaults tab for the desired crib.
• A Machine alias may be set for the machine in Cribs > Tool Cribs >  Defaults so that instead of the label Machine, the alias is seen at the Issue screen.
• Jobs may be assigned to machines for filtering prompts.
• The Machines module has the Notes, Charts, History, Issues, and Transactions Tabs.

• To track transactions against a part, check the 'Use Parts' checkbox in the Cribs > Tool Cribs > Defaults tab for the desired crib.
• A Part alias may be set for the part in Cribs > Tool Cribs >  Defaults so that instead of the label Part, the alias is seen at the Issue screen.
• The Parts module has the Notes, Charts, History, Issues, and Transactions tabs.

1. Select the Crib from the Crib dropdown field.
2. Select an Employee from the Employee dropdown field.
3. Select the validation prompts if required (Department, Job, Machine, Part, and/or Reason) using the dropdown fields.
4. Click the Go button to view a list of available items.
5. Enter the Qty of the item to be issued in the Qty field next to the desired item.
6. When all Qty's have been entered for the desired item(s) click the Add To Issue List button.
7. The number of pending items to be issued will be displayed next to the Issue List button in the middle of the page   .
8. Click the Issue List button, the ISSUES screen will appear  Note:  you may update the Qty field in this screen prior to completing the Issue Transaction.
9. Click the Complete Issue button to complete the Issue transaction.

• The crib where the return is to be performed is of type ToolRoom. This is set in Cribs > Tool Cribs > Detail.
• The crib has the Returnable checkbox checked in Cribs > Tool Cribs > Detail.
• The item is of type Perishable, Durable, or Gage. This is set in Inventory > Items > Detail.

• Select  a Crib from the Crib dropdown field then click on the Go button to show the items to be returned to the selected crib.
• Select an Employee form the Employee dropdown field  then click on the Go button to show the items that were issued by the selected employee and are waiting to be returned.
• Search for the Item to return by clicking using the item filter box (click the down pointing arrow next to the item column to access the filter box).
• If you have a pick ticket number that was provided during the issue process in Transactions > Issues, Select the pick ticket number from the Pick Ticket dropdown field and click the Go button.

1. Select the item you wish to return from the list, the RETURN box will appear.
2. Enter the quantity to Return, Scrap, or send to Regrind then click OK. These options show up for perishable and durable items.
   • Return - Put the item back to the crib to be issued out again.
   • Scrap - Discard the item.
   • Regrind - Send the item to regrind or repair.
     Note:  For Gages two options are available.  Return - put the gage back to the crib to be issued out again.  Repair - Send the item to calibration (If the Max Cycles is set up for the gage, enter the number of cycles or times the gage was used.

  

 

1. Click the Return List button, this will take you to the RETURN screen.
2. From the RETURN screen click the Complete Return button to complete the return transaction.
3. Click OK on the Return completed successfully! message.

1. Select a crib from the Default From Crib dropdown field.  This is the crib where the items will be transferred from. When a Default From Crib is chosen the top grid shows the items for the crib.
2. Select a crib form the Default To Crib dropdown field.  This is the crib where the items will be transferred to. When a Default To Crib is selected the bottom grid shows the items for the crib.
3. Select a method form the Method dropdown field:
   • All brings up all the items regardless if they have to be stocked or not.
   • Below Min brings up the items assigned to bins with inventory below the minimum value.
   • Below Max bring up the items assigned to bins with inventory below the maximum value.
   • Automatic transfers stock from bins in the From Crib to bins in the To Crib that are below minimum.  If this method is selected, click again on the Default From Crib, then on the icon next to the Default To Crib.

4. Click on the line with the bin to transfer stock to from the bottom of the grid (To Item section).
5. Click on the line with the bin to transfer stock from from the top of the grid (From Item section).
6. Enter the number of packages to transfer in the Packages Req. field, then click the Tab key on the keyboard (this will enable the Transfer button).  Note:  You will receive a message if you attempt to transfer a quantity that will cause the inventory of the bin where the stock comes from to be below its Min, or if you attempt to transfer a quantity that is above the Max of the bin that will receive the stock, click OK to exit the message.
7. Click the Transfer button to complete the transaction, then click OK on the message "Transfer has been done".

1. Select a crib from the Default From Crib dropdown field.  This is the crib where the items will be transferred from.  When a Default From Crib is chosen the top grid shows the items for the crib.
2. Select a crib form the Default To Crib dropdown field.  This is the crib where the items will be transferred to.  When a Default To Crib is selected the bottom grid shows the items for the crib.
3. Select a method form the Method dropdown field:
   • All brings up all the items regardless if they have to be stocked or not.
   • Below Min brings up the items assigned to bins with inventory below the minimum value.
   • Below Max bring up the items assigned to bins with inventory below the maximum value.
   • Automatic transfers stock from bins in the From Crib to bins in the To Crib that are below minimum. If this method is selected, click again on the Default From Crib, then on the icon next to the Default To Crib.

4. Click on the line with the bin to transfer stock to from the bottom of the grid (To Item section).
5. Click on the line with the bin to transfer stock from from the top of the grid (From Item section).
6. Enter the number of packages to transfer in the Packages Req. field, then click the Tab key on the keyboard (this will enable the Transfer button).  Note:  You will receive a message if you attempt to transfer a quantity that will cause the inventory of the bin where the stock comes from to be below its Min, or if you attempt to transfer a quantity that is above the Max of the bin that will receive the stock, click OK to exit the message.
7. Click the Transfer button to complete the transaction, then click OK on the message "Transfer has been done".

1. Select a crib from the Cribs selection box, a list of the related bins will appear in the Bins selection box.
2. Select the bin where the item will be adjusted from the Bins selection box, the Adjustment window will appear.
3. Select the Employee form which the adjustment is made for from the Employee Select dropdown field.
4. Enter the Quantity to be adjusted in the Quantity, or Burn Qty fields.
5. Select the transaction type from the Transactions: dropdown field:  A - is for cancelling the issue transaction, S - is used for customer sites that are converting to billing on restock from billing on issue.  The quantity to be adjusted must be equal to the Current On Hand.  You will be prompted to issue the quantity out of the bin and empty it.  In the Transactions > History a transaction of type "S" is recorded.
6. Enter a comment or note in the Comment: field explaining why the adjustment is being performed, if needed.
7. Click the OK button.
8. Click OK on the message Adjustment info has been updated!

1. Select a crib from the Cribs selection box, a list of the related bins will appear in the Bins selection box.
2. Select the bin where the physical will be performed, the Physical window will appear.
3. Enter the On Hand and/or Burn Qty for the bin.
4. Enter comments in the Comment: field as to why the physical was performed, if needed.
5. Click OK.
6. Click OK on the message Physical info has been updated!

• Print:  Prints the PO. EDI is no longer used.
• Fax:  No longer used
• E-Mail:  Automatically Emails the PO Report
• EDI:  No longer used
• To File:  Saves the PO to the location set in the File Path: field

1. Using the Crib dropdown field select a specific crib or All cribs to set safety stock, the bins for the crib will display.
2. Select the checkboxes for the records to calculate safety stock for, or click the checkbox at the header to select all records.  
3. Enter the number of days or months in the Calculate Avg Daily Demand Based On Last field.

1. Enter the number of days or months in the Calculate Avg Daily Demand Based On Last field, then select Days or Months from the dropdown field.
2. Click the Update button, the Demand column in the grid is updated.

1. Enter the number of days or months in the Calculate Avg Lead Time Based on Last  field, then select Days or Months from the dropdown field.
2. Click the Update button, The Lead column in the grid is updated.

1. Select the percentage of service level in the Calculate Safety Stock Based On Service Level (50%-99.99%): dropdown field.
2. Click the Generate button, the safety column in the grid is updated.  Note:   As the service level percentage increases, the safety stock levels rises.

• Select the Set Max radio button.
• Select the + sign from the Safety dropdown field.
• Enter 15 next to the Safety dropdown field.
• Click the Update button.

• Select the Set Min radio button.
• Select the - sign from the Minimum dropdown field.
• Enter 10 next to the Minimum dropdown field.
• Click the Update button.

• Select the Set Max radio button.
• Select the + sign next to the Minimum dropdown field.
• Enter 5 in next to the Minimum dropdown field.
• Click the Update button next to the Minimum fields.

• Select the Set Max radio button.
• Click the Equal to Bin Capacity button.

• Select a specific crib or All cribs to set safety stock.  
• Click on the Run button, the items for the crib show up in the list.
• Select the checkboxes for the records to calculate safety stock for, or click the checkbox at the header to select all records.
• Enter the number of days or months in the Calculate Avg Daily Demand Based On Last field.
• Click the Update button, The Demand column in the grid will be updated.

• Enter the number of days or months in the Calculate Avg Lead Time Based on Last  field.
• Click the Update button, the Lead column in the grid will be updated.

• Enter the percentage of service level in the Calculate Safety Stock Based on Service Level field.
• Click the Generate button, the Safety Colum in the grid will be updated.

• To update the maximum to the Safety level plus 15, select Set Max radio button, then the + sign, and enter 15. Click the Safety button. 
• To update the minimum to the Safety level minus 10, select Set Min radio button, then the - sign, and enter 10. Click the Safety button.

• To update the maximum to the Minimum level plus 5, select Set Max radio button, then the + sign under the Min button, and enter 5. Click the Min button. 
• To set the maximum to the bin capacity, select Set Max radio button then click on the Equal to Bin Capacity button.

• Fast moving and high cost items - i.e. carbide inserts.
• Slow moving and high cost items - i.e. tool holders.
• Fast moving and low cost items - i.e. fasteners, gloves, drill bits.
• Slow moving and low cost items - i.e. circuit breakers, receptors, connectors.

• Edit - Click the the Edit button allows you to make changes to the purchase class details.
• Delete - The Delete button allows you to delete a purchase class (only if there are no associated transactions)
• Calculate DBO Now -  The Calculate DBO Now button will calculate your DBO quantities.

1. Select the Crib you wish to create the Purchase Order for from the Crib(s) dropdown field or leave the default All to create a purchase order for all cribs.
2. Select the Re-Order Method from the Re-Order Method dropdown field. 

• Note:  By default the Re-Order Method dropdown is set to Below Max, however if you select another option this will now become the new default.
• Note:  You may further filter the list by using the filter box. The filter box may be accessed by selecting the dropdown arrow located to the right of each column heading.  To clear the filter click the Remove Filter icon .
• Note:  Items may have the Order Qty set up in Inventory > Items > Detail if they are bought in multiples.  For the PO to consider the order quantity of the items, verify that the Use Order Qty checkbox is checked on.
• Note:  Click the paper icon next to the item code     to view the items monthly history of issues report.

3. Check the boxes next to the items that you would like to order, then click the Add To Order button,  Note:  you can select the checkbox next to the Item column to select all suggested items. 
4. After you click the Add To Order button you will see a message notifying you of the number of items that were added to the purchase order and the Total Cost.  Note:  Total Cost = ReOrder Qty + Pack Qty +Price.
5. Click the Review Purchase Order button or select the Purchase Order tab.

1. Review and/or edit the ReOrder Qty by entering the Qty you wish to order into the field.
2. Click the Create Purchase Order button to generate the purchase order.  Please note that a new PO will be generated for each supplier!
3. Click OK on the Purchase now? message, you will then be directed to the EDIT PO screen.  Each supplier will have a different PO number created. Use the PO Number field arrows to navigate through the different PO Numbers.  Note:  You may generate a Tag directly from the Edit PO screen by clicking the Generate Tag link!

• Change the supplier for the item.
• Enter an External PO number.
• Update the Unit Cost, and Unit Price.
• Add a Due Date.
• Add a Promise Date.
• Enter PO Line Notes.
• Change the ReOrder Qty.
• Bin Details tab - Displays each bin on order for the selected item, you may edit the OrderQty for each bin from this screen.
• Item Usage tab - Displays the transactions history for the selected item.
• Remove Selected Line(s) - When clicking this button the selected item will be removed from the Purchase Order.

• The majority of all usage is irregular.  Therefore, the supplier currently stocks in anticipation of a spike, not for the usage of an item.
• Minimums and maximums do not adjust with increasing or decreasing demand.  
• The minimum does not adjust with increasing or decreasing lead times.

1. Define purchase classes.
2. Assign items to purchase classes via Inventory > Items > Detail or Tools > Fast Edit.
3. Calculate the demand  in Tools > Options > Scheduler.  It can also be set to calculate at a specified time.
4. Review the demand calculations in the Purchasing > Purchase Class > Demand.

1. Select a crib from the Crib dropdown field.
2. Select a supplier from the Supplier dropdown field or substitute from the Substitute dropdown field.
3. Click the Go button, the items to order will display.
4. To purchase all the items that came up on the PO, click on the Purchase All button.  Otherwise, click on a line in the PO, and populate the Purchase field with the quantity to buy.  Note:  If needed, enter a Due Date and a Promise Date (once a Promise Date is set, it can no longer be changed).
5. Click the Apply button.
6. Click OK.

1. Select the checkbox next to the PO number that you wish to create a tag.
2. Click the Create Tag button, you will then be directed to the Create Tag tab.

  

3. Next to the line for the item to be received in enter the quantity in either the Rec.O ( Receive On Hand) or Rec.B (Receive to Burn) fields.   If you would like to receive all items and quantities on the PO you may simply click the Receive All or Receive All burn buttons.  Note:  If you would like to receive an incomplete line, make sure to uncheck the Line Complete check box.  This will make sure that remaining quantities for the item will remain open on the PO, a new tag number will need to be created when the rest of the items are ready to be received in.
4. Click the Apply button when you are ready to receive the items.

  

5. Click Ok on the message "Create Tag Now?", then click OK on the message "Tag has been created successfully!", you will then be directed to the Select PO tab.
6. Print the "Inventory Input Sheet" report, found in Reports > Standard > Purchasing (Report Category).  This report provides you a list of POs with the items and quantities to be delivered along with their tag number.  Upon delivery the tag number can be entered using the Stock function key at an AutoCrib keypad or the Stock function at the touchscreen to automatically receive the POs listed on the Inventory Input Sheet.

• Group By Crib, Item - If you would like to edit the line item for a specific bin you may view the list of assigned bins by unchecking the Group By Crib, Item check box.  By default the check box is checked however, if you uncheck the checkbox your preferences will be saved and the next time you access the Create Tag screen the Group By Crib, Item checkbox will be unchecked.
• Assign & Print RFID - If the items should be assigned RFID numbers check the Assign & Print RFID checkbox, otherwise uncheck the box.
• The Purchasing > Receiving module can be used to manually receive in purchase orders, instead of using the keypad or touchscreen interface.
• The purchase order can be pulled up in Purchasing > Purchase Orders > Create Tags regardless if a tag has been created or not for the PO.
• The quantity for the PO can be edited without creating another tag for the entire PO.

1. Select the Purchase Order number from the PONumber dropdown field then click Go.
2. To receive all items on the PO, click the Receive All, or Receive All Burn button.  Note:  Click the Clear All button will remove all items from being received.
3. To receive items individually, highlight the line with the item, then enter the quantity to be received in the Rec.O (Receive On Hand) or Rec.B (Receive Burn) field.
4. To send the item to inspection, enter the quantity to be sent to inspection in the Insp.O (Inspection On Hand), or Insp.B (Inspection Burn) field.  Set the Insp. Date (Inspection Date) if needed.
5. Click the Apply button  after receiving the items.  The quantities entered become part of On Hand or Burn for the bin. The items can now be brought into the ToolRoom or vending machine to stock.

 

 Note:  When a line in a PO is received, the item’s Moving Average Cost and Price is recalculated in the AutoCrib database.  However, the averages can be reset using the Reset Moving Average Cost/Price function located under the Tools menu.

IntelliPort Machine Notes: 

• Check the Assign & Print RFID checkbox if items should be assigned RFID numbers.
• After receiving a PO for the IntelliPort bring the items inside the portal. Do not check them in with the IntelliPort software.  This is to prevent the IntelliPort software from creating issue and adjustment transactions to compensate, and make transaction reports confusing.
• If you received a PO but forgot to print RFID labels for the items in the PO, go to Inventory > RF Items to assign RFIDs.

1. Select a Crib from the Crib dropdown field.
2. Select a Supplier from the Supplier dropdown field.
3. Select a Method from the Method dropdown field.

• At/Below Min - Brings up the items assigned to bins with inventory at or below the minimum value.
• Below Max - Brings up the items assigned to bins with inventory below the maximum value.
• All - Brings up all the items for the supplier regardless if they have to be ordered or not.

4. Click the Go button, the screen will populate with the bins that can be stocked.
5. To stock all of the bins in the list with the quantities from the Req field, click on the Receive All or Receive All Burn button.  Otherwise, click on a line and populate the Rec.O (Receive On Hand) or Rec.B (Receive Burn) field with the quantity to stock.
6. Check the Assign & Print RFID checkbox to print RFID labels for the items.
7. Click on the Apply button to stock the items. 
8. Click Ok on the Stock Now? pop-up box.
9. Click Ok on the Stock completed successfully! pop-up box.

1. Select a PO number from the PONumber dropdown field.
2. To receive in all items for the purchased quantity level, click the Receive All button. Clicking the Clear All button resets the quantities to be received to zero.
3. To receive or reject individual items, highlight the desired bin then enter the Rej.O (Reject On Hand), Rej.B (Reject Burn), Rec.O (Receive On Hand) or Rec.B (Receive Burn Qty) as needed.
4. Click the Apply button to receive the items.  The received quantity goes into the On Hand or Burn Qty for the bin.
5. Click Ok on the Receive Now? pop-up box.
6. Click Ok on the Inspection completed successfully! pop-up box.

1. Select a regrinder from the Regrinder dropdown field and/or Regrind PO, then click Go.
2. Select the item to be received from the Item list, the Inbound pop-up box will appear.
3. Enter number of unites to be restocked in one of the following fields:
   • Unites Restocked OnHand - To restock qty to On Hand.
   • Unites Restocked Burn - To restock qty to Burn.
   • Number of Units Scrapped - To scrap the item if the regrinder is unable to resharpen a tool.

4. The item can be received in as a different item code by populating the New Item Code field.  In many instances a regrind tool item code is created, the regrind item code can have a ‘-R’ in it to differentiate it from the new tool item code.  The advantage of having separate item codes for a new item and a regrind item is that a regrind item can be set so that it is issued first before the new item by using reference bins or items.  This saves you from issuing the more expensive new item, and ensures that the older, cheaper regrind items are used up first.
5. Select the crib and the bin (if the item resides in several different bins).
6. The expected cost of the regrind service will automatically populate in the Unit Price field.
7. Click OK on the Inbound pop-up box, an RG (Return from Regrind) transaction type will be recorded in Transactions > History and the On Hand or Burn for the bin will be increased.
8. Return the regrind item to the machine.  When returning regrind items to the RoboCrib, do a physical for the bin where the item is assigned so that the RoboCrib brings up the bin and opens the door.

1. Select the regrinder that will perform the re-sharpening work from the Regrinder dropdown field.
2. Assign a purchase order to the regrind service:  Enter a purchase order number manually in the Regrind PO field or use the number generated by the AutoCrib.NET software.
3. Click the Go button.
4. Select the item that needs to be sent to the regrind facility from the Item list, the Sent To Inbound pop-up box will appear.

5. Enter the Expected Cost, Expected Return date, and any special Notes regarding the item that should appear on the regrind purchase order.
6. Click OK on the Sent To Inbound box.
7. Click OK on the Successfully updated outbound regrind detail message, the item will be removed from the OUTBOUND screen.  AutoCrib.NET creates an RO transaction type once an item is sent from OUTBOUND.
8. Print the Regrind Purchase Orders report located in Reports > Standard > Purchasing Report Category.  This purchase order should be sent with the tools to the regrind facility.

1. Select the supplier from the Supplier dropdown field, then click Go.
2. Select the Item to be returned, the Return Serial From Calibration pop-up box will appear.
3. Select the Return Date, Calibration Date, as well as any changes to limitation, standard, accuracy and tolerance. 
4. Enter the Actual Cost, check the appropriate checkboxes, and populate the Work Performed, then click OK.
5. Click OK on the Successfully update inbound serial detail message.

1. Select the supplier from the Supplier dropdown field, then click the Go button.
2. Select the gage to be sent out, the Send To Inbound pop-up box will appear.
3. Enter the Expected Cost, Expected Return, and any special Notes regarding the item.
4. Click Ok on the Sent To Inbound pop-up box.
5. Click OK on the "Successfully update outbound serial detail: message.

1. Select a report category from the Report Category dropdown field then click the Go button.
2. Click on the Report Description that you would like to set up.
3. Set the schedule to send the report in the Scheduler section
   • Select Frequency by checking the appropriate check box:
     • Daily - Will generate the report everyday at the specified Time(s) entered in the Time field (Time field format:  HH:MM AM or HH:MM PM)
     • Weekly - Will generate the report once a week on the selected Day (check the box next to the day of the week you wish the report to generate) and time(s) entered in the Time field (Time field format:  HH:MM AM or HH:MM PM)
     • Monthly - Will generate once a month on the specified Date entered in the Date field (example enter 1 for the 1st of every month etc.), and time(s) entered in the Time field (Time field format:  HH:MM AM or HH:MM PM)
     • Day(s) - Will generate the report weekly on the specified day(s) of the week selected in the Day section, and time(s) entered in the Time field (Time field format:  HH:MM AM or HH:MM PM)
   • Email - Check the Email checkbox if you would like the report to be emailed.  Click the envelope icon next to the Email checkbox, the Email pop-up box will appear.  If you would like to email the report to a specific Supplier or Suppliers check the box(s) next to the supplier's name and click the Add button.  To email the report to an AutoCrib.NET security user click the Users button, then check the box(s) next to the User name and click the Add button.  When you complete adding the supplier(s) or user(s) click the x button on the top right corner of the box to return to the AUTOMATIC REPORTS screen to complete the setup.  Select the Attachment radio button to email the report as an attachment, you may then specify the File Name in the File Name field.  To email the report as a link select the Link radio button.
   • File Format - Select the file format you wish to receive the report in from the File Format dropdown field.
   • Time - Enter the time or times of day you wish the reports to be generated.  The Time field format is:   HH:MM AM or HH:MM PM.  You may enter multiple times by entering the time in the Time field then clicking the Add link, then repeat the steps to add additional times.
4. Set the Parameters in the Parameters section.  Depending on the report, you can set parameters to limit the data the report displays.  This is so the report does not take too long to generate.  Some reports allow you to put in a date range, some have crib and item parameters etc.
5. Click the Save button to schedule the automatic report.

• Leading Characters - Defines the number of leading characters to remove from the badge.
• Trailing Characters - Defines the number of trailing characters to remove from the badge.

• Use Packing Slip - This allows the packing list number to be inserted when the items are received.  The packing list number is stored in Transactions > History.
• Modem Port - This is the port number used by the modem for faxing.
• Use Language - For AutoCrib machines with keypads.  This enables the keypad language to toggle through English, German, Spanish and French language when pressing the LANG key on the keypad.
• Unlimited Access - For use with Access controls.  When this is not checked, employees will not have access to items unless they have access controls set up for them.  When this checkbox is enabled, employees have unlimited access to items unless they have access controls set up for them (this is the default setting).
• Pin Prompt - When this is checked, the AutoCrib machine prompts for a PIN at login.
• Finger Print - This turns on fingerprint validation, for use with the RoboCrib only.
• Force Badge Scan - When this is checked, the field to enter the badge number manually by the keypad or keyboard is not seen.  This forces the employee to scan a badge using the barcode, proximity or mag swipe reader.  Choose the reader type next to the checkbox from the Bar-code dropdown field.
• Mag Swipe Delimiter - This is a character in the code stored in the magnetic strip card.  All characters to the left of the delimiter will be read by the AutoCrib machine upon swiping the card at login.  Therefore the characters to the left of the delimiter should be the badge number.  For example, if a card has the code 5453321;07281979 stored in it where 5453321 is the badge number, set the Mag Swipe Delimiter to ; so that the badge number 5453321 is read when the card is swiped at the login screen.
• Receive Tags System Wide -  For vending machines only.  When this is checked, you can enter a tag to stock all vending machines at just one machine or keypad.  This is so you don't have to enter the tag number at each vending machine.
• FOD Daily Lock - When this checkbox is checked, any item with the FOD Control checkbox checked in Inventory > Items >Detail must be returned by the Access Reset Time in Tools > Options > Scheduler each day before any other item can be issued out.
• Disable BurnQty Field - When this checkbox is on, the inventory for an item is stored as On Hand rather than Burn, and all transactions affect the On Hand quantities only.  The software at the AutoCrib machines does not show fields or columns for Burn. This is used when there is no distributor or consigned inventory to be tracked separately.
• Fulfill ToolRoom Short Issues - For use with the ToolRoom software. This enables the Short Issue button at Transactions > Issues.
• Highlight Empty Bin Row - For touchscreen machines. When this is checked, items and bins that are out of stock are highlighted in red.
• Single Labels - For use with the Dymo label printer. When this is checked, labels are printed from Tools > Bin Labels with the Dymo printer.
• Currency - Select the desired currency to be displayed throughout the software from the Currency dropdown field.
• DateFormat -Select the desired currency to be displayed throughout the software from the  DateFormat dropdown field.
• TimeZone - Select the customers time zone from the TimeZone dropdown field, this will ensure automatic reports will be sent out using the customers time zone.

• Print On Issue - When this is checked, pick tickets are printed from the Transactions > Issues module.
• Print On Return - When this is checked, pick tickets are printed from the Transactions > Returns module.
• Print PO on Handheld - When this is checked, a purchase order created at the MiniCrib prints out after syncing the device.
• Purchase By Order Qty - When this is checked, the quantities for items that come up in purchase orders are in increments of the items' Order Qty, set up in Inventory > Items > Detail. The Use Order Qty in Purchasing > Purchase Orders must be checked as well.
• PO Database Prompts - When this is checked, upon creating a PO in Purchasing > Purchase Orders, you will be prompted to enter validation prompts (Department, Machine, Job, Part, and Reason).
• Back Orders - This works with the Prophet 21 software to help manage back orders.  When this is checked, Prophet 21 sends back the purchase order to AutoCrib with the items that it does not have inventory of.  When this is not checked, Prophet 21 will process the purchase order even though it does not have some of the items in it.
• Create PO by Crib Min Max - When this is checked, the PO considers the minimum and maximum levels set up for the items in Cribs > Tool Cribs > MinMax.  Also, the Bin column is not seen in Purchasing > Purchase Orders.  When this is not checked, the PO considers the minimum and maximum for the bins in Cribs > Bins.  The Bin column is see in Purchasing > Purchase Orders.
• AutoPO Schedule by Crib - When this is checked, the settings for the Auto PO in Cribs > Tool Cribs > Detail are used to generate automatic POs.  If this is not checked, the settings for the Auto PO in Purchasing > Suppliers are used to generate the automatic POs.
• Group CXML by Crib and item - Groups the CXML file first by Crib then by Item.

• Recycle RFID Tags - This enables reusing of RFID numbers.
• RFID Printer Port - The port number the RFID printer is connected to. This can be found in Device Manager.
• Email RFID Tags to Supplier RFID Address - When this is checked, RFID tags are emailed to the address in the RFID Email field in Purchasing > Suppliers > Detail.
• Email All RFID Tags to - When this is checked, RFID tags are emailed to the address specified in the field.

• Integrate Gage Calibration Center:  This enables the use of the Gage Calibration center.  When this is checked the settings for the gage should be edited in the Gage Calibration Center.

 

• Checkbox - Enforces the AutoCrib.NET password policy