How do I

40 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. Watch this video for…

Updated by Cheryl Wallace

Replace a Missing or Damaged Barcode or QR Code

Lookup the old item ID/barcode. Remove any residue on the tool or equipment from the old barcode. Attach a new barcode or QR code label to the tool. Change the Item ID to reflect the new barcode or QR code label put on the tool. Click ​ to save the change.…

Updated by Cheryl Wallace

Print barcode labels or QR code labels

Barcodes or QR codes 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 t…

Updated by Cheryl Wallace

Add New Inventory or Add New Tools

Instructions for adding new inventory or add new tools or quantities for consumables, parts or small tools...

Updated by Cheryl Wallace

Return Damaged Tools

When tools or equipment come back to the toolcrib damaged, use the return status on the return transaction to indicate the state. There are two return statuses available for this situation: Damaged puts the item back in stock and available to reissue. Write Off does not put the item back in stock and a retired item record is created.

Updated by Cheryl Wallace

Report on Lost Tools

There are two reports available to report on lost tools: Retired Assets, under Inventory, and Damaged Tools, under Transactions ...

Updated by Cheryl Wallace

Add a Picture to a Part Number

Add the images to the part number on the General tab of the Part Numbers page either when you are creating the part number or any time after the part is created.

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.

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 on the login page of the browser or TH6 Mobile.

Updated by Cheryl Wallace

Change My Password

If you are already logged in to ToolHound in the browser, 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…

Updated by Cheryl Wallace

Track Consumable Inventory by Lot Numbers

Tips for managing Batch Lots and Batch Lots and Expiry Dates ...

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. ...

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 an item use a transfer.

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

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 (unit cost) of inventory. See these related articles: Add Costs or Change Costs. Purchase Ren…

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.

Updated by Cheryl Wallace

Add Rentals

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

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 or Transfer Rental modules …

Updated by Cheryl Wallace

View Issued Items / Report on 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. To view the issued items for a specific entity (personnel or job / project)...

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

Closing a project can refer to - Ending a project set up as a non-stocking location entity or Removing (retiring) all inventory at the selected project stocking location at the termination of the project. ...

Updated by Cheryl Wallace

Export Data to Excel

All reports can be exported to Excel in .XLSX format. To send any report to Excel, click the Excel icon ​to save a file in .XLSX format.

Updated by Cheryl Wallace

Delete an Inventory Receipt

Once inventory is received, whether it's been received against a PO or not, the receipt cannot be deleted. The best method to remove inventory from stock that has already been received is to create an inventory return.

Updated by Cheryl Wallace

Write off inventory

There are multiple ways to write off, scrap, or otherwise retire tools and equipment, or even consumable parts and materials, depending on the current status of the item(s). If the inventory is issue…

Updated by Cheryl Wallace

Look up an Item - tool, equipment, or material

There are multiple ways to view the information for an item, whether it be in the browser, on the TH6 Mobile app, or using the TH6 Kiosk. You can search the item ID on the Part Numbers page or Seria…

Updated by Cheryl Wallace

Print a Requisition (Pick Ticket)

Quickly print or email any transaction requisition when viewing it. Click printer​ on the toolbar to print the requisition. Click envelope​ to email the requisition.

Updated by Cheryl Wallace

Print a Transfer Request

Quickly print or email any transfer request when viewing it. Click printer​ on the toolbar to print the request. Click envelope​ to email the request. To export the transfer request to Excel, filter the Transfer Request report for the request number then output the report to Excel.

Updated by Cheryl Wallace

Find Paused or Idle Items On Rent

To find a list of tools and equipment on idle, tools on pause, or all items currently rented, use the appropriate report and filter for the Rental Status. For Transaction Rentals where the inventory…

Updated by Cheryl Wallace

Print a Work Order

Quickly print or email any work order when viewing it. Click printer​ on the toolbar to print the requisition. Click envelope​ to email the requisition.

Updated by Cheryl Wallace