Tool Lists

Tool List Screens

Tool List Data

• Technican Id.:  The Tool List Id. or abbreviation, up to 8 characters in length, alpha/numeric.
• Technicain Name:  The Tool List name or description.    
• Tool Id : Company assigned identifier for tool.
• Tool Description: Description of tool.
• Normal Stock Qty: Quantity a tech should normally keep on hand.
• Quantity On Hand: Actual quantity kept by the technician.
• Cost: Cost of the tool. Used in calculating the total tool value.
• Total Value: the quantity times the cost of the tool.     

To enter a new Tool List:

1. From the Lists menu, choose Tool Lists.
2. In the Tool List Browse window, choose the New button at the bottom right.
3. Enter a unique Tool List Id for this new Tool List.  The Tool List description for the id. may be up to 8 characters in length.   If the Tool List id. has been already used by the system, a caution window will appear.
4. Fill in the remainder of the Tool List screen with the Tool List information appropriate for this Tool List.
5. When you have completed your entries, choose the Ok button to save the information.
6. Choose the Cancel button if you wish to cancel the Tool List entry.

To edit a Tool List:

1. From the Lists menu, choose Tool Lists.
2. In the Tool List Browse window, choose the Edit button at the bottom right.
3. Edit the Tool List information as needed
4. When you have completed your entries, choose the Ok button to save the information.
5. Choose the Cancel button if you wish to cancel any changes to the Tool List record.

To delete a Tool List:

1. From the Lists menu, choose Tool Lists.
2. In the Tool List Browse window, choose the Delete button at the bottom right.
3. Choose the Yes button to delete the Tool List record.
4. Choose the No button if you do not wish to delete the Tool List record.
   

To preview / print a Tool List report:

1. From the Lists menu, choose Tool Lists.
2. In the Tool List Browse window, choose the Tool List Reports menu option at the upper left.
3. Choose the print range of Tool Lists.  The options are a) all Tool Lists, or b) by selected range.  If by selected range, you may choose the beginning and ending Tool List for the report.
4. Choose the Print Report button.
5. The print preview window will appear. Use the page view buttons to size the previewed report, and the page navigator buttons to  scroll forward and backward thru the report pages.
6. To send to the printer, click on the Printer Speed Button at the top left of the print preview screen.
7. The printer dialog box will appear.  Make any changes necessary.  You may change the number of copies, page range, and the designated printer.
8. Choose the Ok button to send the report to the printer.
9. Choose the Close button to end the print preview.

To copy a Tool List:

A tool list may be copied to avoid repititous entry of the tools used by a technician.

1. From the Lists menu, choose Tool Lists.
2. In the Tool List Browse window, choose the Copy a Tool List menu option at the upper left.
3. Select a Tech Tool List to copy from.
4. Select a Technician to create the new tool list for.
5. Choose the Create New Tool List button to start the tool list copy procedure.
6. Click on the Ok button after the new tool list has been copied.