Inventory Services

Inventory Services

  • Introduction to Inventory Services
    • Introduction to Inventory Services
    • Logging in and out
    • Viewing system details
  • Inventory Services directories
    • Video directory
    • Release notes
      • What’s New in 2023.6
      • 2023
        • 2023.5
        • 2023.4
        • 2023.3
        • 2023.2
        • 2023.1
      • 2022
        • 2022.4.11.17 Service Pack
        • 2022.4
        • 2022.3
        • 2022.2
        • 2022.1
      • 2021
        • 2021.4.6.17 Service Pack
        • 2021.4
        • 2021.3
        • 2021.2
        • 2021.1
      • 2020
        • 2020.4 SP1
        • 2020.4
        • 2020.3 SP1
        • 2020.3
        • 2020.2 SP2
        • 2020.2
        • 2020.1
      • 2019
        • 2019.4
        • 2019.3
        • 2019.2
        • 2019.1
      • 2018
        • 2018.4
        • 2018.3
        • 2018.2
        • 2018.1
      • 2017
        • 17.60
        • 17.50
        • 17.20
        • 17.10
  • Layout security for windows, grids, and menus
    • Using layouts to add security and control user actions
    • Changing a window layout
      • Basing a new layout on the factory default
      • Adding and removing fields
      • Applying security to fields
      • Changing a field’s look or position
      • Controlling the tabbing sequence
      • Customizing detail tabs
    • Saving, loading, and resetting a window layout
    • Copying layouts from one database to another
    • Changing a data grid layout
    • Applying conditional formatting
    • Changing menus and toolbars
    • Customizing menus
    • Customizing toolbars
    • Defining custom commands to add to a menu or toolbar
      • Understanding the Custom Menus window
      • Associating icons with custom commands
    • Saving and deleting menus and toolbars
    • Assigning window and grid layouts
  • Performing preliminary setup
    • Defining Tank Audit Rules
    • Setting up threshold forecasting
    • Defining profiles
      • Setting up tractor compartments
      • Setting up trailer compartments
      • Maintaining commodity data
        • Identifying components of splash blends
      • Commodity profile field definitions
      • Tracking a commodity’s RVP
      • Defining common volumes
    • Recording a store’s information
    • Working with the Forecaster’s Auto Adjustment feature
    • Working with the Certificate of Analysis
  • Setting up a store’s commodity forecast
    • Creating a commodity forecast
    • Working with a commodity’s forecast charts
    • Working with daily tank readings
    • Creating orders from projections
    • Pausing the Forecaster for multiple stores
    • Troubleshooting unexpected order forecasts
    • Reviewing a store’s tank readings
  • Validating a store’s commodity forecast setup
    • Validating tank setup data
  • Working with the Sales Model
    • Sales model overview
    • Setting up the system to perform ongoing Sales Model adjustments
    • Reviewing model data
    • Comparing the Sales Model to actual sales
    • Adjusting sales anomalies
  • Profiles
    • Driver profiles
      • Driver Profiles window overview
        • Header information
        • Information tab
    • Creating driver profiles
  • Record retrieval in scroll windows
    • Using scroll windows to look up records
    • General setup for scroll windows
      • Activating the enhanced version of scroll windows
      • Preventing users from exporting scroll data to Microsoft Excel
      • Setting up views for scroll windows
    • Branches
    • Carriers
    • Commodities
    • Companies
    • Drivers
    • Empty Moves
    • Orders
    • Passengers
    • Pay To
    • Reference Numbers
    • Stops
    • Third Party
    • Tractors
    • Trailers
    • Truck Stops
  • Frequently used features
    • Frequently used features
    • Choosing a window layout
    • Basic data entry
      • Using keyboard shortcuts
      • Accessing the mileage windows
    • Using data grids
      • Filtering data in a grid
      • Working with columns
      • Grouping data in a grid
      • Exporting data
      • Printing data
      • Saving or deleting a data grid layout
    • Determining point-to-point mileage
    • Using Cisco Click to Call
  • Configuration settings for Inventory Services
    • INI settings that are used by Inventory Services
    • General Info Table settings that are used by Inventory Services
  • Inventory Services
  • Release notes
  • 2023

2023

Select a release version in the navigation pane.

What’s New in 2023.6 2023.5