Manual Inventory Entry
Learn to manually add tank inventory data to Titan Cloud for tracking and analysis.
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
Manual inventory entry allows users to input product volume and water height data when direct ATG connectivity is unavailable.
Why manual entry?
When no ATG connection is available, or if a site has connectivity issues, manual entry enables users to utilize a global entry dashboard for managing multiple sites and tanks, or alternatively, focus on the tanks within a specific facility.
From an industry perspective, this feature enhances efficiency, particularly for dispatchers or users overseeing multiple sites, by eliminating the necessity to proactively contact stores or dealers for essential data needed to make informed fuel delivery decisions. Store users can directly input data for their respective stores.
Tank Inventory
Tank inventory can be viewed and managed at the global (client) level for multiple facilities or for a single facility.
Tank Inventory for Multiple Facilities
To manually manage tank inventory data across multiple facilities, click the nine dots to open the global menu.
Under Fuel Management, select Inventory.
Tank Inventory for One Facility
Locate and open the facility page.
In the facility menu on the left side of the screen, click Operational Compliance and Inventory.
View Inventory Data
If you are viewing inventory for a single facility, this page includes helpful charts to review product levels over time. For more information on reading these charts, check out the Facility Inventory Overview article. You may need to scroll down to see the Tank Inventory grid.
The Tank Inventory grid contains data for all facilities to which you have access if you are viewing it at the global level. To narrow down grid results, use the Search panel at the top of the screen to define search parameters and click Go.
Tip 1: Clicking Add New or Edit to manually update inventory values will open a new tab. If you plan to do this, you can skip the Search step!
Tip 2: To differentiate between automatically and manually entered values, you can choose to display the Collection Source column.
Click Customize, then hover over Columns. At the bottom of the list, select Collection Source. Don't forget to save the View for later!
Add New Inventory Data
To manually input new product volume or water level entries, click the Add New button. This will open a Manual Tank Inventory Readings grid in a new tab.
For basic filtering by Facility, Tank, Products, Country, State/Province, Facility Group, or Facility Status, use the Search Panel at the top of the page to select parameters and click Search.
The filtering and layout of the grid itself can also be customized with saved Views. For more information on the options available, check out the Grid FAQs resource.
By default, the New Reading Time, New Volume, New Product (Height) and New Water (Height) columns are at the far right of the grid.
Tip: Whether Volume or Height readings are required can be managed by admins in Account Settings.
The New Reading Time column defaults to the current date and time but may be changed for backdating purposes or to adjust for time zone differences.
Tip: The date and time columns reflect the local time zone on your device. Keep this in mind if you're entering values for a facility in another time zone, as the timestamp cannot be edited after you click Save!
Add the desired values and click Save to confirm the changes.
Edit Inventory Data
To manage historical product volume or water level entries that were manually entered, click the Edit button. This will open a Manual Tank Inventory Readings grid in a new tab.
Tip: Only manually added inventory entries may be edited, so no automatically collected values will appear in this grid.
For basic filtering by Facility, Tank, Products, Country, State/Province, Facility Group, or Facility Status, use the Search Panel at the top of the page to select parameters and click Search.
The filtering and layout of the grid itself can also be customized with saved Views. For more information on the options available, check out the Grid FAQs resource.
By default, the Historical Volume, Historical Product (Height), and Historical Water (Height) columns are at the far right of the grid.
Tip: Whether Volume or Height readings are required can be managed by admins in Account Settings.
Adjust values as needed and click Save to confirm changes.
User Roles
Two distinct user role permissions have been introduced to enhance operational control:
- Manual Tank Inventory Readings (Access): Users assigned this permission can view manual tank inventory readings.
- Tank Inventory (New/Update): This allows users to input new entries or update existing tank inventory data.
To enable these permissions:
- Click the nine dots to open the global menu and select Administrative Console.
- Click Security and User Role Setup
- Locate the desired user role in the list and click the pencil edit icon.
- In the General tab, use the Ctrl + F (Windows) or Cmd + F (Mac) keyboard shortcuts to locate Manual Tank Inventory Readings and Tank Inventory.
Manual Tank Inventory Readings
Toggle the checkmark in the Access column into the ON position to grant permission to view manual tank inventory readings.
Click Update to save changes.
Tank Inventory
Toggle the checkmark in the Access column into the ON position to grant permission to view tank inventory.
Toggle the checkmark in the New column to grant permission to add new manual tank inventory entries.
Toggle the checkmark in the Update column to grant permission to edit previously added manual tank inventory entries.
Click Update to save changes.