How to set up toolboxes and dispatch defaults#

Audience: admin — toolboxes and dispatch mappings are organization configuration.

Settings → Toolboxes & day pack is the config home for toolboxes. It holds the kits themselves, the tools inside them, the mappings the day pack reads, and the box tags that scan back to a kit.

Prerequisites#

• The tools exist as stock items with This is a tool ticked, and at least one unit is received.
• Boards, ticket types, or ticket categories exist, since every dispatch rule names one.
• For box tags, a label template whose purpose is Toolbox exists under Settings → Labels & scanning. The template's QR always carries the kit's deep link. A Code128 carries the kit code.

1. Create a toolbox#

1. Open Settings → Toolboxes & day pack.
2. Under New toolbox, type a name ("Network field kit") and a short code ("KIT-NET-01"). The code is what you stencil on the box, and it is what a code scan resolves.
3. Press Create toolbox.

The kit appears in the list on the left. Selecting it opens its editor.

2. Set membership#

1. In the editor, pick a tool under Add a tool and set the quantity. Most kits hold one of each tool, so the default of 1 is usually right.
2. Press Add member. Repeat for every tool in the box.
3. Remove a member with the × on its row. Removing a member never touches stock. It changes what the kit checks out as a unit.

Readiness is per member. In stock means enough serial units exist for a checkout. "1 of 2" means the kit is short until the other unit comes back. The editor header summarizes the whole kit.

3. Print and scan the box tag#

1. Select the kit and press Print label.
2. Choose the Toolbox template. The QR encodes marula://tool-kit/<id>. If the template carries a Code128, that encodes the kit code.
3. Scan the printed tag with the scan bar at the top of the page. The editor selects that kit, which proves the tag resolves before it goes on a box.

The same tag resolves on any surface that accepts toolbox scans. A scan never guesses. If two kits share a code, you get a candidate list.

4. Map a job type to items or a kit#

Dispatch defaults are the typed org mapping behind the day pack's recommendations. A rule has a scope and a target.

• Scope — ticket type, ticket category, or board.
• Target — one or more recommended items, or one default kit.

Examples:

• Ticket category Network recommends Cable tester ×1 and RJ45 ends ×4.
• Board Field service dispatches the Network field kit as the default kit.

To add one, choose the scope kind, pick the row, choose the target kind, pick the item or kit, set the quantity, and press Add rule.

Rules apply to every scheduled ticket whose scope matches. A pin on the ticket itself always wins over a rule for the same item. A checklist mention only suggests an item when nothing else already covers it.

Quantity semantics differ by item kind, because the hardware does.

• Tools are units. The pack needs one available unit no matter how many stops use it.
• Consumables add up across the day's stops. Four ends for one stop and four for another means eight in the van.

Turn a rule off with Turn off when a category is being reworked. The row stays for later. Remove it with × when it is wrong.

Notes and limits#

• Dispatch rules are org-wide. There is no per-technician override yet. A pin on the ticket is the supported exception.
• Availability on the day pack is computed live from location levels and serial status. A rule never reserves stock.
• Toolbox tags use the same renderer and printer path as every other label, so anything that prints a stock label prints a box tag.