Inventory Configuration Options

You can configure Product Track US to:

  • Manage overpicking.
  • Adjust inventory quantities.

Configure Your Inventory Pick Model

TraceLink supports a configurable pick model. See How Product Track Handles Overpicking for details.

You turn select a pick model by configuring your Product Track US application. You must be a Company Administrator to do so.

To configure your inventory pick model: 

  1. Select Company Administration > Services in the user menu on the top right of the TraceLink window.
  2. Locate the application to be configured and select Configure Published Service in the Actions column.
  3. For Over Picks, select one of the following:
  • Allow: If the quantity requested for a pick exceeds the number of transaction histories found for that product, TraceLink satisfies the request and generates a warning message (default). This option ensures backward compatibility with the previous pick model. See How Product Track Handles Overpicking.
  • Do not Allow: If the quantity requested for a pick exceeds the number of transaction histories found for that product, TraceLink rejects the request and issues an error message. The error message displays in Info Exchange.

Note: This field displays only if your company's role is for Wholesaler Distributor/ Repackager.

  1. Update other configuration options as necessary.

  2. Click Submit.

Configure Your Inventory Adjustment Model

TraceLink supports a new inventory adjustment model. See Inventory Adjustments for details.

Existing customers can choose when to transition to the new inventory adjustment model. If you are an existing customer that is not ready to transition, leave the Quantity Adjustment Model option set to the default, Legacy Model. When you are ready to transition, you can set the option to New Model.

Note that before transitioning to the new inventory adjustment model, companies that use the legacy model and send messages using XML transactions must transition to new transactions that support the new model. Specifically, the PT_UPDATE_TRANSACTION must be replaced by the new transactions, PT_INCREMENT_TH_QUANTITY and PT_DECREMENT_TH_QUANTITY. If your company is configured to use the new inventory adjustment model but sends the older PT_UPDATE_TRANSACTION, Product Track issues an error message. Likewise, if your company is configured to use the legacy inventory adjustment model but sends the new PT_INCREMENT_TH_QUANTITY or PT_DECREMENT_TH_QUANTITY transactions, Product Track issues an error message.

New customers use the new inventory adjustment model by default and do not have the opportunity to configure an inventory adjustment model.

Customers who purchased Product Track US prior to version 7.4 can select the new inventory adjustment model by configuring their Product Track US application. You must be a Company Administrator to do so.

To configure your inventory adjustment model:

  1. Select Company Administration > Services in the user menu on the top right of the TraceLink window.
  2. Locate the application to be configured and select Configure Published Service in the Actions column.
  1. For Quantity Adjustment Model, select one of the following:
  • New Model: When users apply the Update Product Quantity function, TraceLink updates the quantity of transaction histories (THs). See Inventory Adjustments to learn how TraceLink updates the TH quantity.
  • Legacy Model: When users apply the Update Product Quantity function, TraceLink updates the quantity of products only, not the quantity of THs.
  1. Update other configuration options as necessary.

  2. Click Submit.