How do I

31 articles

​Order Barcode or QR Code Labels

Contact your account manager to order barcode or QR code labels. We recommend preprinted polypropylene labels with a highly aggressive adhesive designed for industrial environments for serialized too…

Updated by Cheryl Wallace

​Perform a Physical Inventory

Whether you call it taking a count, count taking, a physical inventory, a cycle count, a field count, or something else, it's best practice to periodically verify your inventory. Consult the Support…

Updated by Cheryl Wallace

Replace a Missing or Damaged Barcode

In spite of industrial adhesive designed for industrial environments, barcodes can be damaged or fall off. If a barcode needs to be changed or replaced, follow the steps listed below to continue to u…

Updated by Cheryl Wallace

Print barcode labels

Barcodes can be printed for bin or shelf labels for bulk and consumable items, labels for pegboards identifying where to replace tools, or as a reference at the checkout counter to save time. bar cod…

Updated by Cheryl Wallace

Add New Inventory or Add New Tools

Adding new inventory or add new tools could refer to any one of many tasks. ​Adding Part Numbers to your inventory catalog ​Adding a Serialized Item​ ​Creating an Inventory Adjustment to increase or decrease the quantity for bulk or consumable items. ​Receiving Inventory with No Purchase Order​ ​Receiving Inventory with Purchase Order​ ​Importing Data

Updated by Cheryl Wallace

Report on Lost Tools

There are two reports available to report on lost tools: Retired Assets , under Inventory, displays a list of lost tools and other retired items by location(s). This report includes only assets that…

Updated by Cheryl Wallace

Add a Picture to a Part Number

The parts catalog used with Create Transaction Requisition, Create Purchase Requisition, and Create Transfer Request has an option to display the image for the part numbers. This is quite useful to e…

Updated by Cheryl Wallace

Change the Description on a Tool or Other Inventory

All inventory with the same part number shares the same description. At any time you can change the description linked to the part number to correct it or add details to make it more clear. Lookup th…

Updated by Cheryl Wallace

Add Costs or Change Costs

Costs can be added once you have begun using your ToolHound database even if you aren't using the Purchasing module to include this information. Depending on the type of inventory, adding costs is handled differently. For serialized items, enter the Cost on the Purchase Rental Information tab on the Serialized Items page if it was not entered previous when the item was added or received. For bulk and consumable part numbers, create an inventory adjustment with the Cost. Non stock part numbers do not carry a cost.

Updated by Cheryl Wallace

Change a User's Password

You can change the password for any user when the user has forgotten their password and cannot reset their password by email. If the user has their email address entered and your ToolHound installati…

Updated by Cheryl Wallace

Change My Password

If you are already logged in to ToolHound, you can change your password by clicking on your username at the top right of the page and selecting Change Password. You can reset or change your password…

Updated by Cheryl Wallace

Track Consumable Inventory by Lot Numbers

Batch Lots. For any consumable inventory in quantities needing to be tracked by lot, we recommend that you have one part number per lot number. Embed the lot number as part of the Part Number and Des…

Updated by Cheryl Wallace

Change the Part Number for a Serialized Item

Infrequently a serialized item will be assigned to the wrong part number or you might choose to break out a single generic part number into multiple part numbers that are more detailed. In this case…

Updated by Cheryl Wallace

Set Up New Transaction Rate Sheets Quickly

To quickly set up a new transaction rate sheet or to update rates for multiple part numbers, leverage the features to export and import rate sheets. Create the new rate sheet, setting the parameters…

Updated by Cheryl Wallace

Set Up New Transfer Rate Sheets Quickly

To quickly set up a new transfer rate sheet or to update rates for multiple part numbers, leverage the features to export and import rate sheets. Create the new rate sheet, setting the parameters and adding parts. Save the new rate sheet. Click ​ on the leftmost side of the toolbar at the top right to export this rate sheet to Excel with the filename of the rate sheet name followed with today's date and time. Save the file to a location you can easily find. This spreadsheet is in the same format at the Transfer Rate Sheet import template with the addition of the Average Cost to assist with calculations. Edit the file. Enter values for all the applicable columns. Save the file. Import this file with the new rates.

Updated by Cheryl Wallace

Update the Bin Shelf for a single item ID

For Serialized Inventory. Look up the Item ID on the Serialized Items page. Enter the storage area in the Bin on the General tab. Click to save the change. For Bulk or Consumable Inventory. Look up t…

Updated by Cheryl Wallace

Update the Bin Shelf for Multiple Items at One Time

Best practice is to enter the Bin as you receive inventory whether it's received on a transfer or a purchase order or added manually. If you are reorganizing your warehouse or tool crib, you might ne…

Updated by Cheryl Wallace

Delete a transaction (issue / return)

Issues and returns cannot be deleted once they are created. An item of any type (serialized, bulk, consumable, or non stock) that was accidentally issued can be returned. An item that was returned can be reissued. If it was a consumable item, correct the quantity on hand using an inventory adjustment. If a serialized issued item was accidentally returned and retired, first reinstate the item before reissuing it. For sold transactions: serialized items can be reinstated. consumable and bulk items can be added back to inventory using an inventory adjustment.

Updated by Cheryl Wallace

Set Min and Max quantities

Best practice is to import minimum and maximum quantities for each part number at each stocking location to suggest reorder quantities early on in your implementation or when the Purchasing module is phased in to use. As new part numbers are added going forward, the Min Max values can be added at the same time the part is created.

Updated by Cheryl Wallace

Change the Stocking Location for an item

Occasionally a serialized item will be added to an incorrect stocking location. Once a serialized item is created, the stocking point cannot be edited or changed. To change the stocking location on a…

Updated by Cheryl Wallace

Change Captions or Labels

Change the captions, or labels, on any page to match the terminology used in your organization quickly and easily. The new caption will be updated across ToolHound 6 including on reports.

Updated by Cheryl Wallace

Request a feature or enhancement

You can easily submit an enhancement or feature request at any time when logged into ToolHound by clicking at the top right of the ToolHound banner page. Please be sure to include as much detail as p…

Updated by Cheryl Wallace

Delete all inventory or start over

There is no feature in ToolHound to wipe out or delete only your inventory or only part numbers. Contact our Support team for guidance if you wish to delete all inventory. delete all part numbers. bu…

Updated by Cheryl Wallace

Add a Price or Change Prices

Adding a price or changing pricing could refer to one of many tasks. Adding or changing the purchase cost of inventory. See these related articles: Add Costs or Change Costs. Purchase Rental informat…

Updated by Cheryl Wallace

Change a transaction type on a transaction

The transaction type on a transaction cannot be changed once the transaction is created. If an incorrect transaction type was used or if for some reason a different transaction type is required on a transaction, "reset" to the original state of the inventory by using the appropriate method below before creating a new transaction with the required transaction type.

Updated by Cheryl Wallace

Change the Color

By default, all text displays in black. You can change the display color of certain information to indicate different states, making them stand out, and call attention to important details. Inventory…

Updated by Cheryl Wallace

Add Rentals

Adding rentals could refer to any one of many tasks. Adding Part Numbers to a Transaction Rate Sheet so they are billed when issued to personnel or non-stocking location. Adding Part Numbers to a Tra…

Updated by Cheryl Wallace

Stop Rent or Pause Rent

To stop rent, pause rent, or end rent for issued items when using the Transaction Rental module Return the inventory. When inventory is returned, the rental ends automatically. Pause the rent for a s…

Updated by Cheryl Wallace

View Issued Items

There are multiple ways to view or report on inventory that has been checked out. To report on issued inventory, use the Issues report found in the Transaction Reports. This report has quick filters…

Updated by Cheryl Wallace

View the Purchase History for a Part

There are multiple ways to view the purchase history for a particular part number. Look up the part number. On the Transaction History tab filter in the Search box for Purchase to see purchase requis…

Updated by Cheryl Wallace

Close a Project - Entity or Stocking Location

There are multiple ways to view or report on inventory that has been checked out. To report on issued inventory, use the Issues report found in the Transaction Reports. This report has quick filters…

Updated by Cheryl Wallace