How to create and edit a stockroom record

You record information about the content of your stockrooms from the Stock Management submenu of the SACM module.

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Note

To manage stockrooms, you must have the Stockroom Admin role.
Before you create a stockroom record, a user with access to the application administration modules, and create, update, and delete permission for Locations, must create it as a location. For more information, see Locations.

Edit a stockroom record

From the main menu, select Build > Service Asset & Configuration.
From SACM Home, select Stock Management.
Click the record identifier in the ID column to display the selected record.

To filter the record list, click the Add filter button. For more information, see Filters.
Update the details of the stockroom. See Stockroom record details below.
To open, join, or view a discussion or to view or post comments, click the Discussions tab. For more information, see Discussions.
To view changes or updates made to the record, click the History tab. For more information, see History.
To view assets stored in the stockroom, click the Assets in stock tab.

To filter the assets, click the Add filter button.

Assets are added to the stockroom when they are in the In stock phase. For more information, see How to edit a device record and How to edit an infrastructure & peripheral asset record.
Save the changes.

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

Stockroom record details

General details

Field	Description
Title	The name of the stockroom.
Code	A code for the stockroom. You should use a standardized convention for your stockroom codes.
Supervisor	The name of the stockroom supervisor.
Last inventory date	The date that inventory was last taken.
Stockroom location	The location of the stockroom. This information is entered into the Locations module by the tenant administrator. Note The only locations available for selection are those that have their type set to stockroom, and are marked as active.
Delivery instructions	Instructions provided to suppliers for delivering stocks to the stockroom.
Locations served	Locations served by the stockroom.
Attachments	Attachments related to the record. To attach a file to the record, click Add attachment. Note The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z. The maximum file size of an attachment is 10 MB. If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record. Attachments are not visible in the Service Portal.

Assets in stock

Lists the devices and infrastructure & peripheral assets stored in the stockroom. For more information on devices, see Devices. For more information on infrastructural & peripheral assets, see Infrastructure & peripheral assets.