Wiki source code of DUK

Hide last authors
Administrator 5.1 1 {{toc/}}
2
Administrator 140.1 3 = **HOW...?** =
Administrator 5.1 4
5 ----
6
Administrator 140.1 7 == **What settings should be made in STOCK-M if several managers work with the same supplier?** ==
Administrator 5.1 8
Administrator 140.1 9 A check mark in the "Supplier Edit" window must be placed on both tags for splitting orders.
Administrator 5.1 10
Administrator 140.1 11 [[image:1.png]]
Administrator 5.1 12
13
Administrator 140.1 14 The system will first create orders based on the responsible manager for the products as well as will split the orders according to the splitting tag that is assigned to the items.
15
XWikiGuest 31.1 16 [[image:skaidymo schema.PNG||queryString="width=474&height=341&width=474&height=341&width=474&height=341&width=474&height=341" height="341" width="474"]]
Administrator 5.1 17
Administrator 140.1 18 For more information about order separations, see the [[ORDER SPLIT MARK MANAGEMENT RULES>>url:http://wiki.stockm.info/bin/view/User_Manual/SplitMark/]]
Administrator 5.1 19
20 ----
21
Administrator 140.1 22 == **What should I do if order is not formed?** ==
Administrator 18.1 23
Administrator 140.1 24 ~1. Verify that the data exchange has been successfully completed.
Administrator 18.1 25
Administrator 140.1 26 2. Check the supply schedule.
Administrator 18.1 27
Administrator 140.1 28 3. In the Inventory window, filter out the supplier's items with the value "Order" > 0.
Administrator 18.1 29
Administrator 140.1 30 4. If the data exchange has completed successfully, the order had to be formed according to the supply schedule. Therefore, in the window of Inventory, you see that there are items to be ordered – form a new order manually. Orders → Create order.
Administrator 21.1 31
32 ----
33
Administrator 140.1 34 == **What's the difference between regular and special order ?** ==
Administrator 114.1 35
Administrator 140.1 36 A regular order is formed according to the STOCK-M calculated demand, the quantities that the system will add into the order can be seen in the Inventory window. Ordered quantities will be seen as "On the way" after sending a regular order. Regular orders can be of two types:
Administrator 95.1 37
Administrator 140.1 38 -a regular order formed by the system according to the supplier's schedule.
Administrator 95.1 39
Administrator 140.1 40 -a regular order is formed manually. If an order is not created, even though it had to be created or the order has to be sent at other time than indicated in the schedule.
Administrator 95.1 41
Administrator 140.1 42 Special Orders – are formed manually only, such orders are used to order quantities not under the system, for example, for the first (primary) distribution of the item, for a one-time promotion campaign agreed with the supplier, and so on. They can also be of two types:
Administrator 95.1 43
Administrator 140.1 44 -a special order with a quantity on the way. Used when we want the ordered quantity to be visible and the system to assess it by forming regular orders. Ordered quantities will be seen "On the way".
Administrator 95.1 45
Administrator 140.1 46 -a special order without quantity on the way. Used when the ordered quantity does not have to effect on quantities of regular orders. Ordered quantities will not be seen as On the way".
Administrator 95.1 47
Administrator 140.1 48 For more information about orders, see [[ORDERS MANAGEMENT>>url:http://wiki.stockm.info/bin/view/User_Manual/Orders/]]
Administrator 95.1 49
50
Administrator 140.1 51 ----
Administrator 95.1 52
Administrator 140.1 53 == **Is it necessary to "remove" the activity of the supplier with whom we do not work anymore? ** ==
Administrator 95.1 54
Administrator 140.1 55 If supplier is changed, it is necessary to "remove" activity for the old supplier of the item. If the activity is not "removed" and the goods are assigned to another supplier, orders will be formed for the new assigned supplier. Even the remaining activity of the old supplier will not effect on any process, the old supplier will be visible in the windows of active suppliers and supply schedules, thus, will distort the real situation.
Administrator 95.1 56
Administrator 21.1 57
Administrator 25.1 58 ----
59
Administrator 140.1 60 == **How to proceed when the supplier's goods are sold out or the supplier is refused?** ==
Administrator 25.1 61
Administrator 140.1 62 There are two options:
Administrator 89.1 63
Administrator 140.1 64 - all the items from that supplier are derived from the assortment and no items on the same codes will not be purchased from other suppliers. In this case, you must delete the schedule and remove activity tag from that supplier. The system will ask if all the items of that supplier need OUT mover tag to be put on? Select YES.
Administrator 89.1 65
Administrator 140.1 66 Read more about items [[Items (SKU) marks TOP, NON, OUT, NEW>>url:http://wiki.stockm.info/bin/view/User_Manual/Assortment_Management/#HItems28SKU29marksTOP2CNON2COUT2CNEW]]
Administrator 89.1 67
Administrator 140.1 68 - you will not work with that supplier, but items on the same codes will be purchased from other suppliers.  Delete the schedule and remove activity for the old supplier,  but when system will ask if all the items of that supplier need OUT mover tag to be put on – Select "NO".
Administrator 89.1 69
Administrator 140.1 70 Read more about [[Change of supplier's order formation or change of the item supplier >>url:http://wiki.stockm.info/bin/view/User_Manual/Suppliers/#HChangeofsupplier27sorderformationorchangeoftheitemsupplier]]
Administrator 89.1 71
72
Administrator 140.1 73 ----
Administrator 89.1 74
Administrator 140.1 75 == **How is the supplier's reliability calculated when the supplier delivers items more than it was ordered ?** ==
Administrator 89.1 76
Administrator 140.1 77 Any deviation (too small or too large quantity delivered) from the sent order reduces the supplier's reliability. For example, if you ordered 100 lines and the supplier delivered 120 lines – supplier's reliability is 100/120 i.e. 83%
Administrator 90.1 78
79
Administrator 140.1 80 ----
Administrator 90.1 81
Administrator 140.1 82 == **What parameters are assessed to calculate reliability of supplier?** ==
Administrator 54.1 83
Administrator 140.1 84 The exact and time-delivered order, i.e. the delivered order lines and the actual delivery time are assessed.
Administrator 25.1 85
Administrator 140.1 86 ----
Administrator 43.1 87
Administrator 140.1 88 == **How to set up warehouse information on the order form?** ==
Administrator 43.1 89
Administrator 140.1 90 The warehouse information is set on the order form by entering it in the "Format (Warehouse order credentials)" field in Warehouse Settings when connected via SM Admin. You can specify all necessary information as warehouse name, address, etc. which will be shown on the order form.
Administrator 43.1 91
92
Administrator 140.1 93 [[image:2.png]]
Administrator 43.1 94
Administrator 140.1 95 ----
Administrator 96.1 96
Administrator 140.1 97 == **What should be done to prevent the buffer from the too big decrease?** ==
Administrator 96.1 98
99
Administrator 140.1 100 It is necessary to determine the minimum buffer and the system will not allow the buffer to decrease below the specified limit. Minimum buffer is the value at which the buffer can be reduced (buffer cannot be less than MinBuf or MOQ). The minimum buffer is changed on the item card. The minimum buffer is used when sales may be smaller, but it is necessary to keep in store more. For example, tyres, they can be sold as 1 pc, but most often the customer buys the whole set, i.e. 4 pcs. In this case, after setting the minimum buffer of 4, whatever the sales are, the system will not allow the buffer below 4.
Administrator 96.1 101
102
103
Administrator 140.1 104 ----
Administrator 96.1 105
Administrator 140.1 106 == **Should the buffer be changed when the supply time is prolonged?** ==
Administrator 96.1 107
108
Administrator 140.1 109 There are two options:
Administrator 96.1 110
Administrator 140.1 111 -When the supply cycle is prolonged (thinning shipments), because according to the old supply cycle a minimum order amount each time is not reached (the system evaluates it). In such a case if time of supply is increased up to 2 times, recalculation of the buffer is not required.
Administrator 96.1 112
Administrator 140.1 113 (% class="wikigeneratedid" %)
114 -If minimum order amount is reached every time at existing shorter supply time, in this case if time of supply is increased, the buffer should be increased by the same coefficient used to increase the supply time (using the 'Period' function).
Administrator 96.1 115
116
Administrator 43.1 117 ----
Administrator 54.1 118
Administrator 140.1 119 == **How to change the buffer when changing frequency of the orders?** ==
Administrator 25.1 120
121
Administrator 140.1 122 In case of the significant change of the supply cycle it is necessary to recalculate buffer in order not to run out of goods.
123 Formula for calculating the new buffer:
124 (Old buffer - MOQ) * coefficient + MOQ = new buffer
125 We calculate the coefficient by the formula:
126 New supply cycle / old supply cycle = coefficient
127 For example:
Administrator 25.1 128
Administrator 140.1 129 ~1. Order frequency 2 times per month (14 days)
130 Supply time 14 days
131 Old supply cycle 28 days
132 2. Order Frequency 1 time per month (30 days)
133 Supply time 40 days
134 New supply cycle 70 days
135 Coefficient: 70/28 = 2, 5
Administrator 98.1 136
Administrator 140.1 137 NOTE
138 -when the supply cycle is increased, the buffer must always be changed to ensure that the goods do not run out.
139 -when the supply cycle becomes shorter it is necessary to analyze each case separately, as the decision to recalculate the buffer depends on how much the cycle is shortened;
140 - you do not need to recalculate the buffer when you reduce the order frequency due to unformed orders, it will be managed by the system.
Administrator 98.1 141
142
Administrator 140.1 143 ----
Administrator 98.1 144
Administrator 140.1 145 == **Can DTO items be showed not as a surplus if they are used in exposition?** ==
Administrator 98.1 146
Administrator 140.1 147 No, because the DTO item is the one that is ordered only on a special order. If the product has been brought, sold and will not be ordered again, then it should be left as DTO. If the product has been brought, sold and will be ordered again – the item is DTA.  If you do not want the buffer to change – the buffer must be fixed in Min. buf = BUF = Max. buf.
Administrator 98.1 148
Administrator 25.1 149
Administrator 27.1 150 ----
151
Administrator 140.1 152 == **How "ROI" and "turnover rate" are calculated ?** ==
Administrator 27.1 153
Administrator 140.1 154 Turnover is the ratio of sales and inventory (at purchase prices). Red line in Inventory Dynamics reports window shows turnover rate as times per year (the higher figure, the better result), i.e. how many times per year the inventory of the company "turns over" . Turnover you can find in Dashboard (window Today/ Home)  is calculated in days (the lower figure, the better), i.e. for how many days you will have inventory on stock.
Administrator 27.1 155
Administrator 140.1 156 ROI is the ratio of margin and average inventory, inventory is calculated at purchase prices. The discounts are not known, therefore, the figure is just indicative to track trend. ROI is showed as a blue line in the Inventory Dynamics reports window.
Administrator 27.1 157
158
159 ----
160
Administrator 140.1 161 == **At what prices are sales counted? ** ==
Administrator 27.1 162
Administrator 28.1 163
Administrator 140.1 164 All the values in STOCK-M, except the margin, are calculated at purchase prices.
Administrator 27.1 165
Administrator 103.1 166
Administrator 140.1 167 ----
Administrator 103.1 168
Administrator 140.1 169 == **When is the PTO used? ** ==
Administrator 103.1 170
Administrator 27.1 171
Administrator 140.1 172 The PTO reservation is used when there is no balance of the item in the warehouse where the reservation is made. PTO reservations are received in the STOCK-M in PTO. csv file.
Administrator 13.1 173
174 ----
175
Administrator 140.1 176 == **How are priorities for PTO reservation assigned? ** ==
Administrator 81.1 177
178
Administrator 140.1 179 The priorities are applied to the distribution of the goods from a central warehouse to branches. In central warehouse is stored quantity reserved by PTO, until the branch that has this reservation has a schedule for delivery. Even if it is supplied to other branches before, the PTO quantity is not being delivered to them. The date of the PTO reservation is not yet assessed. That is, the branch having delivery schedule closer may receive the goods (take the entire balance from the central warehouse) even it places PTO reservation later. 
Administrator 81.1 180
Administrator 105.1 181 ----
182
Administrator 140.1 183 == **How is an order formed when DTA item is reserved by PTO? ** ==
Administrator 13.1 184
Administrator 39.1 185
Administrator 140.1 186 When the item is DTA,  the formed order quantity is rounded to the lower USQ side because the demand difference of the PTO will be delivered from the regular balance. (Buffer – Balance + security buffer + reservation + PTO).
Administrator 39.1 187
Administrator 140.1 188 ----
Administrator 13.1 189
Administrator 140.1 190 == **How is an order formed when DTO item is reserved by PTO? ** ==
Administrator 13.1 191
192
Administrator 140.1 193 When the item is DTO,  the formed order quantity is rounded to the full USQ / MOQ  to the bigger side because the quantity delivered must be sufficient for the full order execution. Anyway, the difference should not be, because the manager must pay attention to the MOQ and USQ when accepting the order and do not accept the order for a smaller quantity. Therefore, the delivered product under the special order s(% style="display:none" %)  (%%)hould be sold immediately and should not enter the balance.
Administrator 13.1 194
195
Administrator 140.1 196 ----
Administrator 41.1 197
Administrator 140.1 198 == **How do PTO priorities work?** ==
Administrator 13.1 199
200
Administrator 140.1 201 PTO priorities depend on the supply chain and are valid for the warehouse in which the PTO reservation is made, priority works through one supply chain:
Administrator 13.1 202
Administrator 140.1 203 ~1. When a PTO is in a regional warehouse and the supply to it takes place from a central warehouse: PTO quantity is reserved in the central warehouse and is not delivered into other warehouses by regular orders. With the nearest supply, the item will be delivered to the PTO-holder warehouse. If the PTO is from more than one warehouse, the priority is set according to the supply schedule: the goods will first receive the warehouse which has more early supply schedule.
Administrator 13.1 204
Administrator 140.1 205 2. When a PTO is in the warehouse for which the item is supplied by an external supplier, the priority is not set up, all the PTO items have priority and are added to the regular order formed to the supplier according to the schedule.
Administrator 13.1 206
Administrator 140.1 207 ----
Administrator 13.1 208
Administrator 140.1 209 = **WHY...?** =
Administrator 40.1 210
Administrator 140.1 211 ----
Administrator 88.1 212
Administrator 140.1 213 == **Why is the product today not included in regular order?** ==
Administrator 88.1 214
Administrator 140.1 215 CONDITIONS for the item to enter the regular order:
Administrator 88.1 216
Administrator 140.1 217 * The item must have **status** **DTA**.
218 * The **supplier** must be set to SKU.
219 * The **supply schedule** must be set and active.
220 * The order date must be** today**.
221 * The** buffer **must be set for the item.
222 * There must be a **demand** for an item.
Administrator 88.1 223
Administrator 140.1 224 == **Why does the system offer to order exactly such quantity?  ** ==
Administrator 88.1 225
Administrator 140.1 226 The following indicators shall be evaluated to calculate quantity to be ordered :
Administrator 22.1 227
Administrator 140.1 228 ~1. Status.
Administrator 80.1 229
Administrator 140.1 230 2. Buffer.
Administrator 80.1 231
Administrator 140.1 232 2. Balance.
Administrator 87.1 233
Administrator 140.1 234 3. Quantity on the way.
Administrator 87.1 235
Administrator 140.1 236 4. Reservation.
Administrator 23.1 237
Administrator 140.1 238 5. Security buffer.
Administrator 75.1 239
Administrator 140.1 240 6. Special order.
Administrator 75.1 241
Administrator 140.1 242 7. MOQ.
Administrator 78.2 243
Administrator 140.1 244 //** Ordered quantity = Buffer – Balance – Quantity on the way + Reservation from existing balance + Security buffer + Spec. order**//
Administrator 78.2 245
246
Administrator 25.1 247 ----
248
Administrator 140.1 249 == **Why the buffer is changed less than per zone?** ==
Administrator 25.1 250
251
Administrator 140.1 252 When the buffer is close to or equal to MOQ - the other buffer calculation algorithm is valid, which raises or decreases the buffer based on average sales calculated. This calculation applies to slow-moving items so that they do not run out of the stock until the nearest delivery.
Administrator 25.1 253
Administrator 140.1 254 ----
Administrator 26.1 255
Administrator 140.1 256 == **What settings should be, that the number of decimal places would be evaluated when recalculating the buffer?** ==
Administrator 86.1 257
Administrator 140.1 258 For a variable quantity of items, the BUF and MOQ can be a value with a number of decimal places. In order decimal places would be evaluated in the buffer recalculation, indicate the number of desired number of decimal places in column "Precision". Get in to card: Other → Dimensions.
Administrator 86.1 259
260
Administrator 140.1 261 [[image:20.PNG]]
Administrator 86.1 262
Administrator 26.1 263 ----
264
Administrator 140.1 265 == **Why changed the buffer?** ==
Administrator 82.1 266
Administrator 140.1 267 If the check marks "automatically reduce and increase buffers" in the supplier's settings are placed, buffers will automatically increase or decrease according to the supply cycle (RD, GD). The system checks the dominance of the balance in zones every day – if the balance during the supply cycle will dominate in the red area, the balance will be increased, if in green - reduced.  If there are no check marks placed, the system will propose to increase or decrease buffer, but the final decision to change the buffer or not will be done by the manager.
Administrator 26.1 268
269
270 ----
271
Administrator 140.1 272 == **When is the item assigned to NA status?** ==
Administrator 26.1 273
Administrator 140.1 274 When data of the item is not renewed for more than 30 days, the item is showed in system warnings. Clicking the button "Fix" makes the status of all such items NA.
Administrator 26.1 275
Administrator 140.1 276 Read more in [[Items (SKU) marks>>doc:User_Manual.Assortment_Management.WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW"]].
Administrator 26.1 277
278
279 ----
280
Administrator 140.1 281 == **When the mark NEW is assigned to the item?** ==
Administrator 26.1 282
Administrator 140.1 283 The  mark NEW is assigned to all newly occurred items and is assigned for 3 months.
284 Read more [[ Items (SKU) marks>>doc:User_Manual.Assortment_Management.WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW" rel="__blank"]]
Administrator 26.1 285
286
287 ----
288
Administrator 140.1 289 == **When the mark OUT is assigned to the item?** ==
Administrator 85.1 290
Administrator 140.1 291 Mark "OUT" is assigned to the item taken out from the assortment by placing check mark "OUT" on the item card. This sign indicates that the item is taken out from the assortment and the item status will be changed to NA when all remaining balance is sold and it will no longer be visible in the active items window.
292 Read more [[Items (SKU) marks>>doc:User_Manual.Assortment_Management.WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW" rel="__blank"]]
Administrator 85.1 293
Administrator 97.1 294
Administrator 140.1 295 ----
Administrator 97.1 296
Administrator 140.1 297 == **When a mark TOP is assigned to the item? ** ==
Administrator 97.1 298
Administrator 140.1 299 The TOP mark is assigned to a DTA item if it gets on a list of items generating 80% of turnover. A TOP mark can also be assigned to the item already having another mark. 
300 Read more  [[ Items (SKU) marks>>doc:User_Manual.Assortment_Management.WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW"]]
Administrator 97.1 301
Administrator 140.1 302 ----
Administrator 109.1 303
Administrator 140.1 304 == **When the mark NON is assigned to the item? ** ==
Administrator 109.1 305
306
Administrator 140.1 307 The NON mark is assigned to a DTA item if it gets on a list of items generating 2 % of the total turnover. A NON mark can also be assigned to the item already having another mark. 
Administrator 112.1 308
Administrator 140.1 309 Read more [[ Items (SKU) marks>>path:/bin/view/User_Manual/Assortment_Management/#HItems28SKU29marksTOP2CNON2COUT2CNEW]]
Administrator 112.1 310
Administrator 140.1 311 ----
Administrator 124.1 312
Administrator 140.1 313 == **When the mark TOP+NON can be assigned to the item?** ==
Administrator 124.1 314
Administrator 140.1 315 Such a case is quite rare. It is possible when the company introduces a huge number of new cards of the items. The TOP list of items is formed from all the DTA items having all the marks. All DTA items can get on the list of NON products, except DTA items with the mark NEW. For example, if the enterprise has 1000 SKU DTA items, of which 300 SKU are new items with mark NEW – TOP list will be generated from all 1000 SKU'S, and NON list will be generated from 700 SKU. The item at the end of the TOP list may also appear on the NON list.
Administrator 112.1 316
Administrator 140.1 317 Read more  [[ Items (SKU) marks>>doc:User_Manual.Assortment_Management.WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW"]]
Administrator 112.1 318
319 ----
This wiki is licensed under a Creative Commons 2.0 license
XWiki Enterprise 11.10.2 - Documentation