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• Find the machine, and on each meter set up a value in the field of 'toner replacement percentage increase' on each machine meter eg 75%.
  'toner replacement percentage increase' field is the percentage at which the toner level needs to increase to trigger a new toner replacement 

  
  

  
  

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  Eg when you insert a new toner and the toner reads that are imported increase dramatically, that is increased by 75%, the system knows that the toner has been replaced.

  
  Adding the Parts to the machine that stands for the model:

• If you already have the toner parts on the product that stands for the model of the machine, it is easier to add the part on the Machine Meter Supplies tab on the machine itself.
  If you don't have the parts stored on the product that stands for the model then follow the steps below to add the parts:

  • From the machine, click on Related in the top ribbon and select Product
    

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  • You are taken to the product that stands for the model of that machine
  • Click on the tab General>Parts

  • Click on the New action button
    

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  • Here you will add the part product id for each of the toner parts and any other parts that belong to that machine.
  • A product parts window will appear

  • If the part is a toner, tick the 'Is Supply' check box on that part
    

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  • Click on Save and Close
    
  • Repeat the steps to add all of the parts that belong to that machine.
  • Click on Save on the product
• Once you have added the parts to the product model, navigate back to the machine
• You need to add the parts to each meter 

• On the machine, click on the Meters tab>Highlight the Meter>Click on Supplies tab. 
  

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• Click on New action button on the supplies tab

• Insert each part product id or click on Search (if you have set up the parts on the product model the parts will appear in the list, if you haven't then search for the part and add it)

• Insert the number of stock required in reserved supplied. 
  Set the Reserve supplies to a Min of 1 at lease least or however many spare toner parts for this meter are to be available at the site before a replacement toner is triggered to order. That means that the 1 toner in the printer is not part of the reserve stock quanitty.
  

• Leave 'automatically reorder' check box OFF. 
  If this is turned ON, the order is generated via the Task. The task is called 'Generate Recurring Transactions'. This task runs if enabled and based upon the value in the Schedule field/
  
  

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• By adding the meter part to the meter supplies, the system will update the field of 'Meter' onto the Machine Parts Tab
  
  
  
  
  To get toner tracking going the first time around you need to manually set the start date on the toner/s on each of the machine meters on the parts tab within Machines.
  
  Navigate to the machine
  Click on the Parts Tab
  The Parts will display and the Is supply is tickeD
  Highlight each individual part and click on Start
  

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  Reads start coming through or you can manually type in a Supply Level
  If you are manually changing the supply levels on the parts on a machine meter, start at a high level eg 99% on a meter eg Mono Meter click on save
  Drop the supply level % on the meter again and save
  Drop the supply level % again to say 15% save
  Then increase the supply level on the same meter to 95% and click on Save.
  The system will end the part on that meter and start the new part if the part has been supplied from a posted shipment.
  The site will know how to test the toner tracking reads coming in from emails (speak to Shannon from Readysell)
  
  Generating and supplying reserve toners for a machine meter part if no parts have been started
  
  

• Insert a sales order or service order and ensure to assign the machine id to the order.
  Sell a part to this machine (that is on the meter supplies) for more than a quantity of 1.
  Ship and finalise the Shipment or Complete the sales order/service order and generate an Invoice
  See my screenshot below for an example. Can be a sales order or service order with a part against a machine-id. Not until the order is shipped and the shipment finalised will the part appear on the machine parts tab.

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  The part supplied on this shipment is then linked to the Machine-id. You can see this part by going back to the machine and clicking on the Tab Parts
  

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  The start date on this Machine Part is set to the date of the sale or service shipment once finalised. 
  You can manually change and assign the right meter to the Machine Part if you wish to track it manually. Double click on the Machine Product Part and select the right meter and click on Save & Close then Save on the Machine part (see screenshot)

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  The toner reading will come in via either Print Audit and FM Audit or email. The level percentage left on the toner will be read into the Machine Part Supply level field.

• To manually test this, on one of the toners on the machine part that has a start date, insert a supply level of 99% and click on Save.
• Then change the supply type to be 10% and click on Save.
• Then change the supply type again to be 99% (triggering that a new toner has been installed into this machine), the system will end this part and start the next part.

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