Automated Inventory Solutions, Inc. User Manual
Contents
1. 17 TECHNICAL SUPPORT For technical questions email supportO aisvendors com or call 304 725 4801 Page 28 of 28 Have a question Email support aisvendors com or call 304 725 48012. 1 Part 2 Product 3 Price and 4 Transaction Date Time within a specified date range Additionally this report lists a subtotal for all transactions for each individual vendor with a grand total of all transactions within the specified date range at the end of the report Bin Inventory Report The Bin Inventory report provides you with the 1 Machine Name 2 Bin 3 Part 4 Product Description 5 Current Quantity 6 Vendor Name 7 Vendor Phone 8 Price and 9 Order Quantity for all of the bin inventory in all of the Keeper Machines within a specified date range Report Start Date 5 20 2008 Report End Date 5 30 2008 Machine Bin Invento Machine Bin Part Product Current Qty Vendor Vendor Phone Price Order Qty P1 10 112 Small Gloves 10 Airgas 1 600 111 1111 5 00 50 P1 11 113 Large Gloves 10 Airgas 1 600 111 1111 8 00 50 F1 12 114 Safety Glasses 5 sharp Safety Suppl1 600 666 6666 10 00 50 P1 13 113 Large Gloves 1 Airgas 1 600 111 1111 6 00 50 P1 14 115 Drill Bits 5 Hermans Central 1 600 777 7777 15 00 50 P1 15 116 Hard Hat 5 Northern Safety Con 680 201 6070 10 00 10 Figure 17 Machine Bin I nventory Page 25 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 16 8 Low Machine Bin I nventory The Low Machine Bin I nventory report provides you with a list of low machine bin inventory with the following fields 1 Machine n
3. Hermans Central 1800 27 7 27 Northern Safety Company 1 500 534 0987 Sharp Safety Supply 1 500 234 9516 P denotes a required field Figure 8 Vendor Manager Screen 12 2 Delete Vendors To delete vendors complete the following steps 1 Select Configuration gt Vendors The Vendor Manager screen will appear 2 Highlight the vendor row you want to delete and press Delete on your keyboard 3 Select Yes to confirm the deletion 4 The vendor is deleted from the system Page 15 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 13 PRODUCT MANAGER The Product Manager screen is for entering and updating the descriptions and prices of your Keeper machine inventory 13 1 Add Products To add a new product complete the following steps 1 2 3 4 5 Select Configuration gt Products The Product Manager screen will appear Enter the part number of the product under Part Num and add the Description Select the appropriate vendor from the drop down list of vendors Add vendors using the Vendor Manager Screen Enter the Package Quantity and the Price Finally enter the Order Quantity 7he Order Quantity is the number ordered each time to replenish the machine Any updates to the product information can made by highlighting the Product and double clicking on the cell you want to update Updates will be automatically uploade
4. 15 12 2 Delete MendorS iia 15 132 PRODUCT MANAGER ita iia 16 Page 2 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual INS es ene 6 6 0 3s 01010 CLE Re een a ad 16 iz DEI PRO UC rod adas 16 TA MACHINE BINS MANAGER ocn o 17 ME O coum atnin 17 WAZ MOUS sachsen here eri acti Gtaayiuahend a E eee 18 3 Populate Modules aa a 19 14 4 DEES Mollina Aids 19 TS JOB MANAGER iarasi N tad a Nie 20 SL AOA ODS aaa esa A 20 L92 ICU losa daa E a a A SA 20 LO REPORT O moccanni a E E 21 Loe Usage By Machine REDO usara id 22 106 2 Usage By Product Repo a 23 10 3 Usage BY Employee ReDeS ea 24 164 Usage By D partment Reporti senioaren E aati eae ys vastness 25 16 5 Us3ge DY FOO REDON roin eer none E A a EAE A 25 10 0 Usage DY Vendor Replace inna 25 LO BIN TAVEntory REDON arerin aa a a a a a a AOAO 25 1078 LOW Machine BIN INVEnN LORY aranana aa a a i a beT 26 16 9 Auto Enable Frequency of REDOrts cccccescecsececeeeeeeeeeeeeeeeeeeeeaeeeeeeteeaeteeeeteeaetesansetantes 26 T6210 RESO EMail Mana der ryssien a listas 21 LOLE Pra Rie DO arsine tetoldat a a a a 27 1012 EXPO MeO Ol aea oe tada aia 28 Lfe TECHNICAL SUPPORT a a ee eee x 28 Page 3 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS Copyright 2009 Automated Inventory Solutions Inc All rights rese
5. Acrobat MS Excel or MS Word Keeper reports include the following Usage By Machine Usage By Product Usage By Employee Usage By Department Usage By J ob Usage By Vendor Bin Inventory Low Bin I nventory ee ee ee To generate any of the above reports click Reports and enter the month day and year for the desired date range and click on any of the report tabs The report will appear in a new window 5 AIS Keeper Care System Seles Reports From 17 1 2009 To 5 10 2009 Report Name Auto Enable Frequency Next Run Biweekly 5 19 2009 Email Report Monthly 6 1 2009 Usage By Job Email Report Quarterly Fel 2009 early 17172009 Daily 84112009 Daily 5 11 2009 Usage By Vendor Email Report Bin Inventory Email Report Low Bin Inventory Email Report Figure 13 Reports Screen Page 21 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 16 1 Usage By Machine Report The Usage By Machine report provides you with the 1 Employee Name 2 Card 3 Part 4 Product Description 5 Price and 6 Transaction Date Time by each Keeper Machine within the date range specified Also this report will give you the Total Cost of the products vended by machine for the date range specified Report Start Date 5 20 2008 Report End Date 5 26 2008 Usage By Machine Parn Employee Machine P1 Anna Revercomb An
6. PIN optional and 2 Machine Assigned Cards table for assigning Card IDs to a machine 2 Select the Machine you want to configure Located at the top left of the Card Manager screen under Card Manager 3 Highlight an empty row in the Card ID table under Available Cards 4 Double click under the Card ID column 5 Enter the Card ID you want to add and then enter the PIN optional to be assigned to the Card ID 6 The new Card ID is automatically saved in the system 10 2 Assign Card ID to Machine To assign card IDs to a machine complete the following steps 1 Highlight the Card ID and click the arrow button as 2 The Card ID will be assigned to the Machine selected 3 The information is automatically saved in the system 3 AIS Keeper Care System Ea Card Manager Machine BI Available Cards Machine assigned cards Card Id PIN Machine Card Id a 005 H_005 F1 004 008 H_a F1 00 Pl 003 Pl 010 denotes a required field Figure 6 Card Manager Screen Page 12 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 10 3 Un assign Card ID to Machine To un assign a card ID from a machine complete the following steps 1 Highlight the row under Machine assigned cards and click the following arrow button lt lt 2 The Card ID will be removed from the machine it was assigned to 3 The information is automatically s
7. Sally Grisham D will Shepherd Report Start Date 5 20 2008 Report End Date 5 30 2008 Product Sally Grisham 112 Small Gloves 112 Small Gloves 113 Large Gloves Total Will Shepherd 116 Hard Hat Total Usage By Employee Price 5 00 5 00 5 00 5 00 18 00 10 00 10 00 133 00 Transaction Date Time 6 22 2008 2 14 00AM 6 24 2008 10 00 004M 6 24 2008 11 10 00AM 5 21 2008 12 14 00PM Grand Total Figure 16 Usage By Employee Report Page 24 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 16 4 Usage By Department Report 16 5 16 6 16 7 The Usage By Department report provides you with the 1 Employee 2 Part 3 Product 4 Price and 5 Transaction Date Time for each department within the date range specified Also this report will give you the total amount spent for each department as well as the total costs for all departments for the date range specified Finally within the report you can search for a specific department by using the Find feature or by selecting a department on the left hand side of the screen Usage by J ob Report The Usage by Job report provides you with the 1 Employee 2 Part 3 Product 4 Price and 5 Transaction Date Time for all transactions assigned to a particular job Usage by Vendor Report For each vendor this report provides you with the
8. e 10 is the Bin No The bottom number i e 10 is the Current Bin Quantity om Joona E pocoo ooog eee e Ss P m 1 i i Current Bin Qty Hin Qty Inventor Empty Max Qty D Selected Bin Figure 10 Machine Bins Manager 14 2 Modules Some Keeper machines have additional modules for vending products of greater size and weight If you have this type of Keeper Machine you will configure the modules the same way you configured the bins To add and configure a module complete the following steps 1 Select Configuration gt Machine gt Bins The Machine Bins Manager screen will appear 2 Select the machine you want to configure by selecting the machine name number in the drop down menu Machine P1 v 3 Click Add Module You will receive a confirmation message asking if you want to add the new module 4 Select Yes Page 18 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 14 3 Populate Modules 1 Select the desired Bin Number a red highlight will appear 2 Under Bin Information select the product Part No and the Current Bin Qty The Description and the Product Price are automatically uploaded from the product information added using the Product Manager Screen 3 Click Save 3 AIS Keeper Care System fe A Machine Bins Manage
9. A AAA Once you have setup the locations departments and names it is time to configure the machines you will be managing To add machines to the system complete the following steps 8 1 Add Machines 1 Select Configuration gt Machines gt General The Machine Manager screen will appear 2 Enter the Name and select the Location of the machine NOTE The Locations in the list are added under Configuration gt Locations 3 Enter the IP address 4 Enter the Port NOTE The Port should always be 10001 5 The new machine is automatically added to the system Ed AIS Keeper Care System Machine Manager Active Wame Location F McGaheyevile YA 192 168 10 10 FE Trenton we PS Headquarters e e Houston P4 rs EE denotes a required field Figure 4 Machine Manager Screen 8 2 Delete Machines To delete a machine complete the following steps 1 Select Configuration gt Machine gt General The Machine Manager screen will appear 2 Highlight the machine row you want to delete and press Delete on your keyboard 3 Select Yes to confirm the deletion 4 The machine ts deleted from the system Page 10 of 28 IP 127 01 40 53 127 01 40 54 127 01 40 55 Have a question Email support aisvendors com or call 304 725 4801 Port 10001 10001 10001 10001 AIS Keeper Care System Data Manager User Manual 9 MACHINE SETTINGS MANAGER You will use the Machine Setting
10. O Simplicity for Complex Situations Automated Inventory Solutions Inc Keeper Care System Data Manager Version 1 0 User Manual Automated Inventory Solutions Phone 304 725 4801 Fax 304 725 6983 www aisvendors com Email supportO aisvendors com Keeper Care System Data Manager User Manual AIS TABLE OF CONTENTS dis GLOSSARY OF TERMS nas 5 Dee MOVER A tess bree cseate 6 Ss ZOVOMEMIR COUIREIVIEINT S eiii 6 A HARDWARE REQUIREMENTS 0 oa aes ec te oieterne tions 6 Dis GETTING STARTED capa ab o a at o es eet eh al ee ee T O DAABO ARD a a enact cat 8 6 1 O 8 6 2 EREEICAI MAIS ceda 8 6 3 LOGOUT A aan ene E 8 Fe LOCATION MANAGER sous 9 7 1 Add Location Department AA A 9 TZ Edit Loca ton DED AION salia ated a ea a aa a a 9 ES Delete Locaton Dedicada aid 9 Ss MACHINE MANAGER a A a 10 8 1 POG MS CIINGS caras 10 8 2 Dre MACANO assen A aaa ted ste tanta eedds 10 O MACHINE SETTINGS MANAGER sica casas 11 19 CARD MANAGER isso 12 POL Ada AIOS ann a ahaa oameoasedtie anes oacania 12 102 ASSN Caral DO Macri N A aa 12 t03 Umass card Dto Machina 13 IDA sMOGHY Cara DS id 13 LO Delete Cara Ds bad 13 TE USER MANAGER cs asssaeccidscaccescesssspanicech es coaevecinetecescceaeesiavedes ocaduanndecaceeaueesecescbscaixedheeteaeadsanceaeeacessavsedexzceetae 14 rei Aq USE A A o a als cect autos estan extant Reatans aa gaia tama toute 14 IEZ A diate a alent van a a a 14 TZ VENDOR MANAGER ii 15 T2 PROV SING OS a E a a
11. ame number 2 Bin 3 Part 4 Product 5 Current Quantity 6 Minimum Quantity 7 Order Quantity 8 Vendor and the 9 Price of the product 16 9 Auto Enable amp Frequency of Reports For each report you can select whether you want this report to be automatically generated as well as preset how often you want the report to be generated using the Auto Enable and Frequency columns The Next Run column is automatically updated based on the information entered in the Frequency column 25 AIS Keeper Care System Reports From 2 1 2009 To 2 19 2009 v Report Hame Auto Enable Frequency Next Run weekly 114142007 Usage By Product Email Report Weekly 11142007 Weekly 12 15 2008 17172008 17172008 171720085 17172008 17172008 OOOO OOOO We ee ea Figure 18 Report Menu in the Keeper Care System Page 26 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 16 10 Report Email Manager You will use the Report Email Manager screen to set up the email addresses to which you want the reports to be emailed to Add Email Addresses 1 To add a new email address to the Keeper system click on a blank row under Available Email Addresses and double click on a blank cell 2 Enter the email address Assign Report to an Email Address 1 To assign a report to a particular email address select the Report from
12. aved in the system 10 4 Modify Card IDs To modify a Card ID complete the following steps Select Configuration gt Cards The Card Manager screen will appear Highlight the card ID you want to modify Enter the changes in the text entry boxes The changes are automatically updated in the system 10 5 Delete Card IDs To delete a card ID complete the following steps do 1 Select Configuration gt Cards The Card Manager screen will appear 2 Highlight the card ID you want to delete 3 Highlight the name you would like to delete under Settings and press Delete on your keyboard 4 Select Yes to confirm the deletion 5 The location is deleted from the system Page 13 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 11 USER MANAGER SSE ns Use the User Manager screen to configure all Keeper Care card users To configure the users complete the following steps 11 1 Add Users To add users complete the following steps Select Configuration gt Users The User Manager Screen will appear Enter the Name of the user Select the Card ID number and enter the User ID Select the Department The new users are automatically added to the system ata AA AIS Keeper Care System User Manager Hame User Id Department 117 Management 115 Line 2 156 Line 3 125 Production Justin Smith 122 Line 2 Lisa Myers O03 118 Parts W
13. d AIS Keeper Care System Product Manager Active Part Hum Description Yendor o Price CB40021 306 0635PM4 Slater Tools Inc 1 65 25 CBRODO1 5H 111 TIMED en N 1 72 45 CBROOIS 306 1001 004 WP4 Hassay Savage 1 74 50 CBROOS 54 890 Pee E 45 00 P8B004 ZP81010 Micra 100 E 23 25 P6B 005 HBB 2401 000 Micra 100 22 05 denotes a required field Figure 9 Product Manager Screen 13 2 Delete Products To delete products complete the following steps E 2 3 4 Select Configuration gt Products The Product Manager screen will appear Highlight the product row you want to delete and press Delete on your keyboard Select Yes to confirm the deletion The product is deleted from the system NOTE You cannot delete a product if there are transactions linked to it Page 16 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 14 MACHINE BINS MANAGER The Machine Bins Manager screen is where you will manage your Keeper bins and modules Bins and modules are holding sites for all of the products found in the Keeper machines 14 1 Bins To assign a product to a bin number complete the following steps 1 2 8 Select Configuration gt Machines gt Bins The Machine Bins Manager screen will appear Select the Machine to be configured by selecting the machine name nu
14. e 19 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 15 JOB MANAGER Ee U U a UUU The Keeper Care system allows you to assign a particular job to a vending transaction allowing you to track product inventory related to a Job 15 1 Add Jobs To add a new job complete the following steps e Select Configuration gt Jobs The Job Manager screen will appear Select the Location of the job Enter the Job number and the Description of the job The information is automatically saved into the system 3 AIS Keeper Care System Job Manager Location Description Headquarters Intake manifolds Houston Exhaust manifolds a Trenton Flywheels denotes a required field Figure 12 J ob Manager Screen 15 2 Delete Jobs To delete a job complete the following steps a ee a Page 20 of 28 Select Configuration gt J obs The Job Manager screen will appear Highlight the job row you want to delete and press Delete on your keyboard Select Yes to confirm the deletion The job is deleted from the system Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 16 REPORTS SSS Sa lM O a l l O l lll lO lO O O 5 A key feature of the Keeper Care System is the Reports option Reports can be printed directly from the application or exported into Crystal Reports Adobe
15. e Keeper Care System An identifier for a computer or device on a TCP IP network This will be the identifiers for the computers connected to the Keeper Care System The format of an IP address is a 32 bit numeric address written as four numbers separated by periods Each number can be zero to 255 For example 1 160 10 240 could be an IP address Customer Department IP Address Vending machine like units that use a swipe card barcode and proximity technology Keeper Care IS System links with the Keeper Machines Screen for linking all products to the Keeper machine bins amp Drawer Keeper modules Product description price and other information are added here Used for managing the users of the Keeper Care System Feature for delete Configuring Customer Location Customer Department Customer Name and Status Transaction Timer Machine Bins Manager Settings Manager Transmission Control Protocol Internet Protocol the suite of communications protocols used to connect hosts on the Internet This is the standard for transmitting data over the Internet Enter employee user names here and link with the card ID numbers User or Employee ID Number assigned to employees typically by their employer for identification purposes TCP I P Network Page 5 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 2 OVERVI EW A Thank you f
16. ill Shepherd Machine Shop Amy Tomion Brandon Rose Jack Wright Jonathan Braford hl hl hil hil al se 44 41 41 A A A E denotes a required field Figure 7 User Manager Screen 11 2 Delete Users To delete users complete the following steps Select Configuration gt Users The User Manager Screen will appear Highlight the row of the user you want to delete Press Delete on your keyboard Select Yes to confirm the deletion The user is deleted from the system oe ee Once you have successfully activated the cards in the system by linking them to the appropriate users the cards are ready for distributing Page 14 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 12 VENDOR MANAGER Before assigning products to the Keeper Machines you will need to add the various vendors that supply your equipment for efficiently managing the inventory of your Keeper machines To add a new vendor complete the following steps 12 1 Add Vendors To add vendors complete the following steps Select Configuration gt Vendors The Vendor Manager screen will appear Enter the Name and Phone number of each vendor on the next available blank line Make sure the Active box is selected The information is automatically saved in the system sae u Ed AIS Keeper Care System Yendor Manager Active Hame Phone Airgas 1 703 111 1211
17. mber in the drop down menu located at the top of the screen Highlight the desired bin number by clicking on the bin number box under Machine a red highlight will appear to indicate the bin number box has been selected Under Bin No select the Part No The Description and the Product Price are automatically uploaded from the information added using the Product Manager screen You can access the Product Manager screen by right clicking on the Part No under Bin Information Enter the current bin quantity Current Qty the minimum quantity Min Qty and the maximum quantity Max Qty The bin number box will change colors based on the information found in Current Qty Min Qty and Max Qty See the legend below Legend Inventor OF Inventory Low E Inventor Empty selected Bin Click Save NOTE Remember to click Save each time updates are made to the bin settings Page 17 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS St E AIS Keeper Care System So m o x Machine Bins Manager Machine Pl keeper E a E3 BO O o O a oO 0 Bin Information Add Module Machine Pl ae mn Delete Module TIP Part No CB40021 You can access the Product Manager screen by right clicking on Part No Description None under Bin No Product Price 0 0 00 A E Inventory OF Inventor Low TIP The top number i
18. na Revercomb Anna Revercomb Anna Revercamb Anna Revercomb Amy Tomion Jonathan Bratord Machine P2 Jack Wright Will Shepherd Ann Graziano Justin Smith Card OOOOC00001 ODODODO001 ODOD000001 ODODOD0001 ODO0000001 ODODODDDO OOODODDDds ODODODODO ODODODDD S OOODODOD0A ODODO00DdS 112 Product Small Gloves Large Gloves amall Gloves Large Gloves amall Gloves Small Gloves Small Gloves Small Gloves Hard Hat Large Gloves Small Gloves Price Transaction Date Time 5 00 bo 00 5 00 bo 00 5 00 5 00 5 00 Total 41 00 5 00 10 00 bo 00 5 00 Total 28 00 Figure 14 Usage By Machine Report 5 20 2006 5220 2006 23 2005 S232005 5 25 2005 5 25 2005 5 26 2006 5725 2006 5 21 2005 52232005 5 26 2005 12 00 00PM 12 00 D00P M1 00 00AM 2 15 00AM 12 00 00 4 12 10 00F f1 12 00 004M 12 00 00P f1 12 14 00F f1 1 15 00AM 12 00 004M TIP Once the report has been generated you can use the Find feature to locate a particular item by clicking the binoculars at the top of the Report screen Hi Enter the word or number you are trying to locate and click Find Next Page 22 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 16 2 Usage By Product Report The Usage By Product report provides you with the 1 Part 2 Price and 3 Transaction Date Time by each Item within the date ra
19. nge specified Also this report will give you the Total Cost of each Product vended for the date range specified Report Start Date 5 20 2008 Report End Date 5 30 2008 Usage By Item Parn Price Transaction Date Time Hard Hat 116 p10 00 5212008 12 14 00PM Total 10 00 Large Gloves 113 8 00 5202008 12 00 00PM 113 55 00 52120068 1 15 004M 113 o 00 5232008 12 58 D0P Mm 113 3 00 5232008 1 15 004M 113 ja 00 S232008 2 15 004M 113 o 00 52420068 11 10 00 4 m Total 48 00 Small Gloves 112 5 00 520 2008 12 00 00PM 112 F600 5222008 2 14 004M 112 5 00 5222006 3 00 004M 112 5 00 5222008 3 10 004M 112 F500 5232008 11 00 004M Figure 15 Usage By Product Report Page 23 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 16 3 Usage By Employee Report The Usage By Employee report provides you with the 1 Part 2 Product 3 Price and 4 Transaction Date Time that each Employee has purchased within the date range specified Also this report will give you the total amount spent for each Employee as well as the total costs for all employees for the date range specified You can search for a specific employee by using the Find feature or by selecting a persons name on the left hand side of the screen D Amy Tomion Main Report D Ann Graziano D Anna Revercomb D Jack Wright D Jonathan Braford D Justin Smith D Lisa Myers D
20. onitoring all machines configured to your Keeper Care System You will be able to view the name of the computer the IP Address Location Status Purchases Firmware and the Date and Time Last Modified 2 AIS Keeper Care System Sid Reports Configuration Help Dashboard Logout Check All Machines IP Location Status Last Modified 1921681010 Mchaheyeville 46 Offline 2009 09 01 712 21 38 127 01 40 53 Trenton Online 2009 09 0171 21 38 127 07 40 54 Headquarters Online 2009 09 01 T 12 21 38 127 01 40 55 Houston nline 2009 09 01 T 12 21 38 Figure 2 Dashboard of the Keeper Care System 6 1 Refresh Click Refresh at any point to retrieve the current data from the database 6 2 Check All Machines From the Dashboard click Check All Machines to download the current status and number of purchases from each machine 6 3 Logout Use the Logout feature on the Dashboard to log out of the Keeper Care System above Check All Machines Page 8 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 7 LOCATION MANAGER SOU l l o T Before adding jobs to the Keeper Machines you will need to add the various locations using the Keeper Machines The Locations Manager screen handles the company name locations and departments The top level of the tree is the company the next level is the location and the third level is the departments 7 1 Add Location Departmen
21. or purchasing the Keeper Care Data Manager System Keeper Care System This manual provides basic information about the Keeper Care System and contains easy to follow step by step procedures for using the system The Keeper Care System is an automated inventory data management solution designed to assist facilities across the country with effective and cost efficient inventory control Tools equipment and supplies are made available in a vending machines like unit where employees swipe their personal cards to obtain the materials needed for their work day The Keeper Care System is a Windows based software program that links to the Keeper vending machines for accurate inventory management 3 SYSTEM REQUI REMENTS SSS a ML UUU LUM UMU UMMI The Keeper Care System operates on IBM compatible computers with 200MHz Pentium central processor It is designed to run in the Microsoft Windows 2000 XP and Vista environment The Keeper Care System is not guaranteed to be compatible with computers running Windows emulation e g Apple Macintosh 4 HARDWARE REQUI REMENTS SSS SSE SSS a a The following configuration is the recommended minimum requirements for running the Keeper Care System 1 IBM PC compatible 400MHz Pentium II processor 2 64 Mbytes of RAM 3 50 Mbytes available hard disk space 4 1024 x 768 Super VGA display Page 6 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care Sys
22. r ta Machine F1 T En D EL T Pi F D L T tr J Keeper TAE a oo os of co oz of a D os 8 co a co a co a Lo E co E Se 2 mo a Se co Ss co eo do co eo co eS Lo es a e o8 ES co La co DJ co Dd Lo o Lo E Se wm a m m o ae oo fo oo En oo E wo sed wo oan m SS wm Som Se oO Ss 8 a co cn co on co on ao te oo ah lt os 3 ro o2 em Fs om Fs es Fa o 2 Pa 30 O 40 D 50 O 70 0 Se SU a co Ss co o T co mk m co a a tn A oo T Lo a aes Lo kh m Bin Information Machine P1 Bin Ho HH Part No eS a a Add Module Delete Module Send Configuration 8 ee co J co I co Lo Be co ae Se eS mM m Ss El 8 oe co co co co co c Lo pa co pa m SS wm Sm vu JA un m Description Mone 28 a co LO co co co Legend Ml Inventory OK Inventory Low oo ne co el Lo Ss eS mom oa Product Price 0 00 Current Bin Qty Min Qty l C Inventory Empty Max Qty MB Selected Bin Figure 11 Machine Bins Manager Managing Modules 14 4 Delete a Module To delete an existing module select Delete Module You will receive a confirmation message asking if you want to delete the module Select Yes Pag
23. rved No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means mechanical electronic photocopying recording or otherwise without the prior written permission of Automated Inventory Solutions AIS All copyright and trademarks acknowledged No patent liability is assumed with respect to the use of the information contained herein Moreover because AIS is constantly striving to improve its high quality products the information contained in this manual is subject to change without notice Every precaution has been taken in the preparation of this manual Nevertheless AIS assumes no responsibility for errors or omissions Neither is any liability assumed for damages resulting from the use of the information contained in this publication Page 4 of 28 Have a question Email support aisvendors com or call 304 725 4801 AIS Keeper Care System Data Manager User Manual 1 GLOSSARY OF TERMS Site for holding products in the vending machine Card Group Number The number assigned to a particular group at a facility Card I D Number The unique number on a card for employees using the Keeper vending machines Option for adding and activating Card ID Numbers and Card Groups Also used for linking Card IDs Card Manager with Card Groups Departments within a facility using the Keeper Care Data Management System Keeper Care System Customer Location Sites using th
24. s Manager screen to manage the various settings of the Keeper machines including but not limited to the keypad ID entry minimum and maximum length of the PIN numbers and job entry timeout To manage the machine settings for the various machines select Configuration gt Machines gt Settings Select the machine using the drop down arrow and update the various settings Machine Settings Manager settings Machine Setting Enabled Keypad ID Entry Keypad PIN Entry Keypad JobH1 Entry Keypad JobHe Entry Keypad JobH3 Entry Mag Stipe ID Entry Mag Stipe PIM Entry Mag Stipe JobH1 Entry o O o E Setting Job Min Length Job Max Length JobHT Entry Prompt Job Entry Prompt JobH3 Entry Prompt Job Entry Timeout Select Entry Prompt Select Entry Timeout denotes a required field Figure 5 Machine Settings Manager Screen Page 11 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 10 CARD MANAGER After you have added Machines in the Keeper system it is now time to setup the Card IDs and PIN numbers optional and assign them to the appropriate Keeper Machines 10 1 Add Card IDs To add card IDs to the Keeper Care system complete the following steps 1 Select Configuration gt Cards The Card Manager screen will appear The Card Manager screen contains the following two tables 1 Available Cards for entering new Card IDs and assigning a
25. t To add a new location complete the following steps 1 Select Configuration gt Locations The Locations Manager screen will appear 2 Right click on the location department and click Add 3 Enter the name of location and hit enter 4 The information is automatically saved into the system 7 2 Edit Location Department To edit the name of a location complete the following steps 1 Select Configuration gt Locations The Locations Manager screen will appear 2 Right click on the location department and click Edit 3 Update the name of location and hit enter 4 The information is automatically saved into the system 7 3 Delete Location Department To delete a location complete the following steps Select Configuration gt Locations The Locations Manager screen will appear Right click on the location department and click Delete You will receive a confirmation message Click Yes The location is deleted from the system NOTE If the location department is in use you will not be able to delete from the system seal A 2 AIS Keeper Care System Locations Manager E AS Demo 8 McG aheyeville wA El Headquarters Management Line 1 Production Line 2 Line 3 Trenton Houston Figure 3 Locations Manager Screen Page 9 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual 8 MACHINE MANAGER ae AAA A AA AAA AAA AA AAA A
26. tem Data Manager User Manual 5 GETTI NG STARTED Log in to the Keeper Care System using the temporary username and password provided to you at installation and perform the following steps to reset your username and password 1 Select Configuration gt Security The Security Manager screen will appear for entering your login information 2 Make sure the Active check box is checked select the role Administrator enter your name your account name user name and password 3 The information is automatically saved in the Keeper Care system 4 Your new login information will be activated the next time you log into the system You will use this same process for configuring all other users needing access to the Keeper Care System not the card users If you have problems logging in to the system email support aisvendors com 3 AIS Keeper Care System Security Manager Active Hole Administrator Guest Maintenance Reports O Ett Account Administrator Guest Maintenance Reports Password 1111 4444 J222 3333 Last Hame Branner Carlton Duncan Catz Figure 1 Security Manager Screen First Name Eric Russ Christian Michael Page 7 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 6 DASHBOARD When you log in to the system the first screen you see is the Dashboard The Dashboard is the central location for m
27. the drop down menu 2 Select the email address Click the arrow button 4 The email address will appear in the Report Email Addresses column and will be configured to receive this report 5 Click to exit the Report Email Manager screen and to return to the Reports Screen ad 22 AIS Keeper Care System Report Email Manager Report Email Addresses Address Address testers com testais com test2alz com testicals com testimas com test dals cor testh als com test ais com Figure 19 Report Email Manager 16 11 Print a Report To print the report directly from the Keeper Care System click on the Print option at the top of the screen Page 27 of 28 Have a question Email support aisvendors com or call 304 725 4801 Keeper Care System Data Manager User Manual AIS 16 12 Export a Report To export the report into a different software application complete the following steps 1 Click on the Export option H at the top of the generated report screen Specify the type of file and the location for saving the file There are several file types to choose from including 1 Crystal Reports rpt Adobe Acrobat pdf Microsoft Excel xls Microsoft Excel Data File Only xls Microsoft Word doc or Rich Text Format rtf 2 Select the save location name the file and choose the file type 3 Click Save 4 An Export Completed dialog box will appear to confirm that your export is complete
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