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Overview

You can track toners on individual machines.

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To get the toners onto the machine.parts, you need to create either a sales order/service order and finalise the shipment.
See notes below on 'Creating a spare toner for manual toner tracking':

If you have imported the parts onto the machine parts and you need to set the Start Date on the Machine Toner Part to trigger toner tracking manually the first time around:

  • To get toner tracking going the first time around you need to manually set the start date on the first 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' checked box will be ticked.
  • Highlight one of each of the Parts that you wish to start and click on the actin button 'Start'


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Creating a spare toner for manual toner tracking and generating sales/service orders manually to supply the reserve toners for a machine meter part 

  • Navigate to the Machine (or from within Sales or Service orders manually insert an order but ensure to assign the machine id to it.
  • Alternatively, if you are in Machines, highlight the machine and click on 'Create Sales Order' or 'Generate Service Order'

  • Add the toner part to this sales or service order (that is the product part 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.

  • Not until the order is shipped and the shipment is finalised will the part appear on the machine parts tab for the toner.

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

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