Company Configuration

Select the Configure Company icon on the Applications screen for a Smart Inventory Tracker app where My Company's Role is Owner.

At the company level:

• Set configuration options (e.g. default selections for certain fields).
• Enable different functionality within Smart Inventory Tracker.

• Name – The name that the Owner assigns to their app.
• Owner – The company that owns the app.
• Description – The Owner's description of the app (displays as -- if the Owner did not enter a description).

• Allow Aggregation of Mixed SSCCs? – Indicates the products and lots that the company allows warehouse operators to aggregate to SSCC parent containers in the Manage Containers - Existing Container and New SSCC functions.
  • Mixed Product / Mixed Lot – (default) Child serial numbers aggregated to an SSCC parent container can have different packaging codes or different lot numbers.
  • Same Product / Mixed Lot – Child serial numbers aggregated to an SSCC parent container must have the same packaging code but can have different lot numbers.
  • Same Product / Same Lot – Child serial numbers aggregated to an SSCC parent container must have the same packaging code and same lot number.
• Allow Creation of New Deliveries? – Indicates whether the company allows warehouse operators to create a new shipment in the Ship function if the delivery number does not exist in Serialized Operations Manager.
  • Yes – If a warehouse operator enters a delivery number that does not exist in Serialized Operations Manager, Smart Inventory Tracker prompts the warehouse operator to enter the required delivery information, saves that information, and then sends the delivery to Serialized Operations Manager to be created.
  • No – (default) If a warehouse operator enters a delivery number that does not exist in Serialized Operations Manager, Smart Inventory Tracker returns an error.
• Receive Partial Deliveries? – Indicates that the company can choose whether warehouse operators can receive partial deliveries. If partial delivery is enabled, the warehouse operators can receive serial numbers included in the partial receipt and perform further actions such as shipping product that includes the received serial numbers, without having to wait for each product in the shipment to arrive and submitting a receipt in SIT.
  • Yes – Smart Inventory Tracker allows warehouse operators to receive product in a shipment without having physically received the entire shipment. Warehouse operators can choose either of these options:
    • Save the delivery – Smart Inventory Tracker sets the Item Status to Available for the serial numbers received. The delivery is updated to an unsubmitted state.
    • Complete the delivery – Smart Inventory Tracker sets the Item Status to Available for all the serial numbers in the delivery. The delivery is updated to a submitted state. Additional serial numbers are prevented from being received against the delivery number.
  • No – (default) Smart Inventory Tracker requires Deliveries to be received in full before warehouse operators can submit a receipt.
• Default Item Status – Sets the default Item Status that displays for warehouse operators in the Update Number Status - Commission function.
  • None – (default) No default Item Status displays.
  • Available – The item is available for picking.
  • Blocked – The item is unavailable for picking.
  • Pending Receipt – The transfer of ownership is in an interim state because the shipment awaits receipt confirmation at the receiving location.
  • Picked – There is an item reservation against a specific outbound delivery indicating item picking is complete.
  • Received – There is an item reservation against a specific outbound delivery indicating items are received.
  • Shipped – The transfer of ownership is in an interim state because the shipment is in transit to the receiving location.
  • Under Investigation – The item is quarantined or in a holding state due to a product investigation. The serial number cannot be included in a sales shipment.
• Default Sale Type – Sets the default Sale Type that displays for warehouse operators in the Ship function.
  • None – (default) No default Sale Type displays.
  • Return - Export – Product returned to the supplier, shipped from one country to another.
  • Return - In Country – Product returned to the supplier, shipped within the same country.
  • Sale - Export – A sale and distribution made from one country to another.
  • Sale - In Country – A sale and distribution made within the same country.
  • Transfer - Export – A transfer within a company or with a Partner, such as a 3PL or CMO, shipped from one country to another.
  • Transfer - In Country – A transfer within a company or with a Partner, such as a 3PL or CMO, shipped within the same country.
• Default Supply Type – Sets the default Supply Type that displays for warehouse operators in the Ship function.
  • None – (default) No default Supply Type displays.
  • Agency Ordered Destruction – Return of a product for destruction as ordered by a government agency.
  • Civil Protection Emergency Distribution – Distribution of product to authorized parties (e.g. police) for civil protection and disaster control.
  • Collection – Return of recalled product (displays only if the Ship From Country is not South Korea).
  • Contract Manufacturer Buyback – A return sale back to the CMO.
  • Court Ordered Destruction – Return of product for court ordered destruction.
  • Customs Clearance Distribution – Product that is received into an importer’s warehouse after customs clearance.
  • Customs Sale – Sale of product previously seized by a customs agency.
  • Customs Zone Transfer – Product that is transferred between customs zones.
  • Dental Practitioner Distribution – Distribution of product to a dental practitioner.
  • Destruction Distribution – Return of product for company-initiated destruction.
  • Donation – Distribution of product for donation.
  • Emergency Medical Practitioner Distribution – Distribution of product to a paramedic or emergency medical practitioner.
  • Exempted Dispenser – Suppliers mark a product as Dispensed before a dispenser receives it.
  • Free of Charge Distribution – Free sales that are neither Donations nor Sample Distributions.
  • Medical Care Distribution – Distribution of product for medical care.
  • Medical Practitioner Distribution – Distribution of product to a doctor or other medical practitioner.
  • Military Distribution – Distribution of product to the military.
  • Optical Practitioner Distribution – Distribution of product to an optometrist or optician.
  • Patient Distribution – Distribution of product to a patient.
  • Pharmaceuticals Provider Distribution – Distribution of product to a provider.
  • Prison Distribution – Distribution of product to a prison.
  • Re-Export Distribution – Product that is produced in Country A, and then imported into and subsequently re-exported from Country B.
  • Re-Export Embargo Distribution – Product that is produced in Country A, and then imported into and subsequently re-exported from Country B due to an embargo placed on the product.
  • Re-Export Sanctions Distribution – Product that is produced in Country A, and then imported into and subsequently re-exported from Country B due to imposed sanctions.
  • Research University Distribution – Distribution of product to a research institution (e.g. universities that perform research).
  • Safety & Life Reserves Distribution – Distribution of product to a retail pharmacy.
  • Sample Distribution – Distribution of product as free samples.
  • School Distribution – Distribution of product to a school.
  • Special Medical Care Distribution – Distribution of product to a nursing home or hospice.
  • Veterinary Distribution – Distribution of product to a veterinarian or a veterinary retailer.
  • Withdrawn Product Collection – Withdrawn goods are collected and returned to the Pharmaceutical Manufacturer.
• Allow Commissioning of Preprinted Labels? – Indicates whether the company allows warehouse operators to commission preprinted SSCCs and SGTINs in the Manage Containers - Existing Container function.
  • Yes – If a warehouse operator scans an SSCC or SGTIN parent container that has a Serial Number Status of Encoded or does not exist in Serialized Operations Manager, Smart Inventory Tracker sends the serial number and associated aggregation information to Serialized Operations Manager, which commissions the serial number. Individual serial number templates must be made available for commissioning on the Printing Configuration for [Location Name] screen.

    The serial number must be printed and then scanned to be commissioned. Manually entered serial numbers that have a Serial Number Status of Encoded or do not exist in Serialized Operations Manager result in an error.

  • No – (default) If a warehouse operator scans an SSCC or SGTIN parent container that has a Serial Number Status of Encoded or does not exist in Serialized Operations Manager, Smart Inventory Tracker returns an error.
• Allow Serial Number Registration? – Indicates whether the company allows Smart Inventory Tracker to register serial numbers that are not found in the Serialized Operations Manager repository. Serial numbers can be registered in the Ship and Receive functions of Warehouse Operations.
  • Allow With Master Data – If a warehouse operator enters a GTIN or NTIN serial number that is not already in SOM, TraceLink registers this serial number if the GTIN or NTIN is present in the company's product master data.
  • Allow Without Master Data – If a warehouse operator enters a GTIN or NTIN serial number in a US target market that is not already in SOM, SOM searches for the packaging code in the company's product master data. If the packaging code is not present in MDX, SOM then searches for the NDC from the packaging code in IBM Micromedex® RED BOOK® or TraceLink's NDC database (which relies on data from the FDA), registers the serial number, and adds the GTIN or NTIN to the company's product master data. Serial numbers without existing master data entries can be registered only in the Receive function.
  The Register unknown SGTINs using NDC lookup results and add the GTINS to Product Master Data checkbox on the company's SOM Configure Published Service Settings screen must be selected to register serial numbers without master data.
  • Do Not Allow – (default) Smart Inventory Tracker returns an error if a warehouse operator enters a serial number that is not found in SOM.
• Ship or Save Shipments? – Determines which action Smart Inventory Tracker takes when warehouse operators submit a delivery in the Ship function.
  • Ship – (default) Smart Inventory Tracker displays the Ship button, which sends the delivery number and its associated serial numbers to Serialized Operations Manager in a submitted state.
  • Save – Smart Inventory Tracker displays the Save button, which sends the delivery number and its associated serial numbers to Serialized Operations Manager in an unsubmitted state.
  • Warehouse Operator Decides – Smart Inventory Tracker displays the Submit button, which allows warehouse operators to choose whether to ship or save the delivery number in a dialog box.
• Receive By? – Determines how warehouse operators identify a receipt in the Receive and Return functions.
  • Delivery Number – (default) Smart Inventory Tracker displays the Delivery Number field to warehouse operators when they open the Receive and Return functions.
  • Transaction ID or Serial Number – Smart Inventory Tracker displays the Transaction ID or Serial Number field to warehouse operators when they open the Receive and Return functions. The mobile app then finds all unsubmitted delivery numbers associated with that transaction ID or serial number for the warehouse operator to select from.
• Receive Child Items with Implicit Disaggregation from Parent? – Indicates whether the company allows warehouse operators to receive products below the container level by implicitly disaggregating child serial numbers from parent serial numbers.
  • Yes – Smart Inventory Tracker allows warehouse operators to receive products below the container level. If the received serial numbers are children that belong to a parent container on the receipt, those received child serial numbers are implicitly disaggregated from their parent container and marked as Available, while the others in the container, and the parent container itself, remain in the Pending Receipt Item Status.
  • No – (default) Smart Inventory Tracker does not allow warehouse operators to receive products below the container level and prompted to receive using only the parent container.
• Allow Aggregation at the Same Packaging Level? – Indicates whether the company allows warehouse operators to aggregate a child serial number into a parent container with the same packaging level.
  • Yes – Smart Inventory Tracker allows warehouse operators to aggregate a child serial number into a parent container with the same packaging level (i.e. Pallet into Pallet, Case into Case, Inner Pack into Inner Pack).
  • No – (default) Smart Inventory Tracker does not allow aggregation at the same packaging level and continues to check for a valid packaging level, packaging ratio, and packaging quantity.
• Receive the Serial Number Used to Search a Receipt? – Indicates whether the company allows warehouse operators to receive the serial number used to search a receipt.
  • Yes – (default) For a parent serial number, Smart Inventory Tracker associates the parent and all its child serial numbers to the delivery. For a child serial number, Smart Inventory Tracker disaggregates the child from its parent and associates the serial number (and its children, if any) to the delivery.
  • No – Smart Inventory Tracker does not associate the serial number that is used to search for a receipt.
• Allow Multiple Barcode Scan At Once? – Indicates whether the company allows warehouse operators to scan multiple barcodes at once when aggregating to a new SSCC.
  • Yes – Handheld devices are enabled to scan multiple barcodes in a single scan.
  • No – (default) Handheld devices can scan single barcode at a time.

  The multiple barcode scan feature is currently supported on the following Zebra handheld devices, and validated by TraceLink: Zebra MC3300, MC3300x, MC9300, MC9400, TC70x, TC72, TC77, TC51, and TC52.

• Allow SSCC Each-level Retrieval? – Indicates whether the company allows Smart Inventory Tracker to retrieve all lowest saleable units when a warehouse operator enters a Serial Shipping Container Code (SSCC) in Event Reporting.
  • Yes – When warehouse operators enter an SSCC barcode in Ship or Undo Number Status with an Event Type of Shipped, TraceLink retrieves the lowest saleable units within the SSCC from Serialized Operations Manager or the Owner's external system of record (SOR) and reports those serial numbers with an asynchronous message.
  • No – (default) Smart Inventory Tracker returns an error when a warehouse operator enters an SSCC barcode.
• Default Event Type – Sets the default Event Type option that displays for warehouse operators in the Update Number Status and Undo Number Status functions within Event Reporting.
  • None (default)
  • Damaged – The product is damaged (only available for Update Number Status).
  • Destroyed – The product is terminated (only available for Update Number Status).
  • Received – The product is received in a shipment (only available for Update Number Status in US Markets).
  • Stolen – The product is stolen (only available for Update Number Status).
  • Shipped – The product is shipped (only available for Undo Number Status).
  • Sampled by Authorities – The product is sampled by government authorities.
  • Under Investigation – The product is quarantined, locked, or in a holding state due to an investigation. The serial number cannot be included in a sales shipment.
• Default Supply Type – Sets the default Supply Type option that displays for warehouse operators in the Ship and Undo Number Status (if the Event Type is Shipped) functions.
  • None (default)
  • Export – Exporting product to another country.
  • Free Sample – Distributing product as free samples.
  • Civil Protection – Distributing product to authorized authorities (e.g. police) for civil protection.
  • Emergency – Distributing product to authorized authorities (e.g. police) for disaster control.
  • Dental Practitioner – Distributing product to dental practitioners.
  • Emergency Medical Practitioner – Distributing product to paramedics or emergency medical practitioners.
  • Exempted Dispenser – Distributing product to a dispenser that is exempted from government reporting, which requires the supplier to report the dispensation.
  • Special Medical Care Facility – Distributing product to a nursing home or hospice.
  • Medical Practitioner – Distributing product to a doctor or other medical practitioner.
  • Medical Care Facility – Distributing product for medical care.
  • Military – Distributing product to the military.
  • Optical Practitioner – Distributing product to an optometrist or optician.
  • Patient – Distributing product to a patient.
  • Prison – Distributing product to a prison.
  • University Research Institution – Distributing product to a university that performs research.
  • School – Distributing product to a school.
  • Veterinary – Distributing product to a veterinarian or a veterinary retailer.
• Restrict Market? – Indicates whether warehouse operators can change the Market value when entering serial numbers in any function.
  • Yes – Warehouse operators cannot change the Market value.
  • No – Warehouse operators can change the Market value.

• External System URL for Each-level Retrieval – The URL of the Owner's external SOR where TraceLink sends the request for the SSCC's lowest saleable units (displays only if Enable SSCC Each-level Retrieval? is Yes). Leave this field blank if the Owner uses TraceLink as their SOR.
• Username – A user name with access to the external SOR (required if an External System URL for Each-level Retrieval is entered).
• Password – The corresponding password (required if an External System URL for Each-level Retrieval is entered).

1. Select an Allow Aggregation of Mixed SSCCs? radio button.
2. Select an Allow Creation of New Deliveries? radio button.
3. Select a Receive Partial Deliveries? radio button.
4. Select a Default Item Status from the drop-down.
5. Select a Default Sale Type from the drop-down.
6. Select a Default Supply Type from the drop-down.
7. Select an Allow Commissioning of Preprinted Labels? radio button.
8. Select an Allow Serial Number Registration? radio button.
   
9. Select a Ship or Save Shipments? radio button.
10. Select a Receive By? radio button.
11. Select a Receive Child Items with Implicit Disaggregation from Parent? radio button.
12. Select an Allow Aggregation at the Same Packaging Level? radio button.
13. Select a Receive the Serial Number Used to Search a Receipt? radio button.
14. Select an Allow Multiple Barcode Scan At Once? radio button.
15. Select Submit.

    The Applications screen displays, and TraceLink applies the saved configuration the next time a user opens a Smart Inventory Tracker function.

1. Select an Allow SSCC Each-level Retrieval? radio button.
2. If Allow SSCC Each-level Retrieval? is Yes and TraceLink is not the Owner's SOR:
   1. Enter an External System URL for Each-level Retrieval in the text field.
   2. Enter a Username in the text field.
   3. Enter a Password in the text field.
3. Select a Default Event Type from the drop-down.
4. Select a Default Supply Type from the drop-down.
5. Select a Restrict Market? radio button.
6. Select Submit.

   The Applications screen displays, and TraceLink applies the saved configuration the next time a user opens a Smart Inventory Tracker function.