Updating the Stock records within WSX can occur through any of the following methods,
Manual Update in WSX
Stock Data Import (from CSV)
Update from Crew PDT (WSX Mobile)
Update from Truck PDT (WSX Mobile)
A manual stock update is undertaken in WSX when stocks are either called, radioed, text or emailed to the dispatch office. To update stocks manually,
Open the Stock Calls screen and select the required crew
Highlight the first Log Grade you wish to update and either double-click or select the Enter key (this will put the stock item and the entire gang location into 'edit mode', allowing you to update any of the stock items within it)
Key-in the required Stock Quantity (in loads) into the 'Call' field and either,
Arrow Up/Down - to move between stock items and edit the stock quantity value, or
Tab - to move to the Fell Date and then the Comment field for the selected stock item and to move to the next line, or
Double-click - to edit each stock item individually
Once all data has been added you need to apply the update (overwrite the existing 'Qty' values with the 'Call' values), which can be undertaken using one of the following functions,
Update All - Updates all stock items with the values recorded in the 'Call' field, including updating to zero any stock items with zero 'Call' value, or
Update Call - Updates only those stock items whose 'Call' value is not zero.
Once the update is applied, all stock items that have had their 'Qty' value modified will show with an updated Call Date and Time recorded as at the time the update was applied.
Notes:
Individual fell dates or comments can be edited by double-clicking on the appropriate line and column
Where you wish to record that a stock update has occurred, however, the current stock quantities have not changed, the right-click Update No Change option can be used. This will update the Call Date & Time for each stock item while the stock quantity will remain unchanged.
Stock Call data captured
Stock data updated (using Update Call option)
From within the Stock Calls screen stock can be imported from a correctly formatted CSV file. To import,
Click on the 'Import' button
From the windows file explorer screen that presents, navigate to the file location where the stock import CSV has been saved and select the file, clicking the 'Open' button to start the import
On the 'Import' notification message that presents, click 'Yes' to continue
If the file is correctly formatted and contains data matching that in WSX the import will process and a 'Processing Data' message will present until the import is completed.
Note: Where there are errors with the file or any data within it an error message will present. Clicking OK on the error message will prompt you to select a location to write the error file to. Once the error file has been written you can open this and identify why the error has occurred and look to fix this in the file and reimport.
Logging Gangs with a PDT (running WSX Mobile) can return stock updates from the device. The process for gangs to return a stock update is covered in the Crew PDT section.
Stock returns from a Crew PDT display in the Stock Calls screen in the same manner as a manual update, however, the 'Call By' is displayed as the Crew PDT Code, e.g. "PDT - 301 BRW". Loader PDT. Crew PDT stock updates also create an Event Log event recording all of the details of the stock call.
This function allows for the ability to request a Stock Update from a truck/driver via the WSX Mobile application (on the PDT). These updates are linked to the current job being undertaken by the truck and relate only to the crews and crew locations associated with the current job.
The following items need to be established before stock updates from trucks can be initiated.
Truck Type - Allow Stock Updates (Voiceless) - The Truck Type associated with the truck must be set in the DBAdmin as 'Allow Stock Updates (Voiceless)?'
Activate Stock Call Prompt Setting - The option to prompt the dispatcher to request a stock call from the truck also exists, controlled by the DB Setting: TruckStockCallVoicelessChannels. To activate prompting you need to assign to the above setting the Radio Channels (which relate to WSX Mobile versions) for which truck stock takes can be activated (currently Channel 5 for non-Coillte, 6 & 9 for Coillte).
Set Stock Call Threshold value – Where the option to request stock updates from trucks based on a set Threshold (see below) is to be utilised, the required threshold must be established against the DB Setting: VoicelessStockCallThreshold. Set in loads.
The following stock call types may be requested from the truck.
Full – Requires the driver to return an update for all stock items for the gang location(s) associated with the uplift(s).
Threshold – Requires the driver to return an update for all stock items for the gang location(s) associated with the uplift(s) where the current WSX stock quantity is below the set threshold value, e.g. if threshold is set as 2.0 loads the driver will be required to return a stock update for all stock items with a stock quantity below 2.0 loads.
Uplift WoodType – Requires the driver to return an update only for the WoodType(s) associated with the uplift(s) for the journey.
Assigning the requirement to a job for a stock update from a truck may be undertaken as follows.
Manually - The dispatcher manually sets the requirement against the journey. This can be done within the Insert/Update Journey screen by selecting the required stock call type from the drop down list associated with the Stk Call: field.
Prompted - The dispatcher may be promoted to set a required stock call from the truck at the time the journey creation is completed. For a dispatcher to be prompted with the truck stock call options the following criteria must be met,
The journey has at least one uplift assigned
There is no stock call type already assigned to the journey
The Truck Type assigned to the truck is set to 'Allow Stock Updates (Voiceless)?'
The voiceless channel assigned to the truck is listed in the DB Setting: TruckStockCallVoicelessChannels.
Where a job has been set to require the truck driver to return a stock call they will be prompted on the PDT to undertake this at the time the journey reaches the At Crew status. The driver then either completes and sends the update, or can choose to cancel out.
When the driver cancels out of the stock update a message is automatically generated and returned to WSX from the PDT. This creates a Journey Note in WSX against the active journey for the truck, indicating the driver declined to do the stock update.
Note: The driver is requested to send the stock update with the stock position as it will be AFTER the truck has been loaded for the current load. Based on this, while the driver will take the stock call prior to the journey reaching the Loaded status, the stock update will not be sent to WSX until the journey reaches the Loaded status on the PDT. The stock call Date & Time is then also set as 1 minute after the time at which the Loaded status was reached on the PDT, to ensure the update occurs after the Loaded status is set on the journey in WSX.
Stock updates from the truck received by WSX trigger the following actions,
Stock is updated with the Call Date & Time as the date & time + 1 minute that the associated journey’s status was set as Loaded on the PDT, and the Call By is set as ‘PDT’ + The Truck Code, e.g. PDT - 5421
An Event Log item is added, logged against the Gang, Category 'Stock and Subcategory 'Voiceless Stock Update'. All details of the update are recorded including each stock item's update quantity and call date & time. The event is set as CLOSED.