Wiki source code of DUK

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1 {{toc/}}
2
3 = **HOW...?** =
4
5 ----
6
7 == **What settings should be made in STOCK-M if several managers work with the same supplier?** ==
8
9 A check mark in the "Supplier Edit" window must be placed on both tags for splitting orders.
10
11 [[image:1.png]]
12
13
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.
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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"]]
17
18 For more information about order separations, see the [[ORDER SPLIT MARK MANAGEMENT RULES>>url:http://wiki.stockm.info/bin/view/User_Manual/SplitMark/]]
19
20 ----
21
22 == **What should I do if order is not formed?** ==
23
24 ~1. Verify that the data exchange has been successfully completed.
25
26 2. Check the supply schedule.
27
28 3. In the Inventory window, filter out the supplier's items with the value "Order" > 0.
29
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.
31
32 ----
33
34 == **What's the difference between regular and special order ?** ==
35
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:
37
38 -a regular order formed by the system according to the supplier's schedule.
39
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.
41
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:
43
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".
45
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".
47
48 For more information about orders, see [[ORDERS MANAGEMENT>>url:http://wiki.stockm.info/bin/view/User_Manual/Orders/]]
49
50
51 ----
52
53 == **Is it necessary to "remove" the activity of the supplier with whom we do not work anymore? ** ==
54
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.
56
57
58 ----
59
60 == **How to proceed when the supplier's goods are sold out or the supplier is refused?** ==
61
62 There are two options:
63
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.
65
66 Read more about items [[Items (SKU) marks TOP, NON, OUT, NEW>>url:http://wiki.stockm.info/bin/view/User_Manual/Assortment_Management/#HItems28SKU29marksTOP2CNON2COUT2CNEW]]
67
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".
69
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]]
71
72
73 ----
74
75 == **How is the supplier's reliability calculated when the supplier delivers items more than it was ordered ?** ==
76
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%
78
79
80 ----
81
82 == **What parameters are assessed to calculate reliability of supplier?** ==
83
84 The exact and time-delivered order, i.e. the delivered order lines and the actual delivery time are assessed.
85
86 ----
87
88 == **How to set up warehouse information on the order form?** ==
89
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.
91
92
93 [[image:2.png]]
94
95 ----
96
97 == **What should be done to prevent the buffer from the too big decrease?** ==
98
99
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.
101
102
103
104 ----
105
106 == **Should the buffer be changed when the supply time is prolonged?** ==
107
108
109 There are two options:
110
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.
112
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).
115
116
117 ----
118
119 == **How to change the buffer when changing frequency of the orders?** ==
120
121
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:
128
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
136
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.
141
142
143 ----
144
145 == **Can DTO items be showed not as a surplus if they are used in exposition?** ==
146
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.
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149
150 ----
151
152 == **How "ROI" and "turnover rate" are calculated ?** ==
153
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.
155
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.
157
158
159 ----
160
161 == **At what prices are sales counted? ** ==
162
163
164 All the values in STOCK-M, except the margin, are calculated at purchase prices.
165
166
167 ----
168
169 == **When is the PTO used? ** ==
170
171
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.
173
174 ----
175
176 == **How are priorities for PTO reservation assigned? ** ==
177
178
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. 
180
181 ----
182
183 == **How is an order formed when DTA item is reserved by PTO? ** ==
184
185
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).
187
188 ----
189
190 == **How is an order formed when DTO item is reserved by PTO? ** ==
191
192
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.
194
195
196 ----
197
198 == **How do PTO priorities work?** ==
199
200
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:
202
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.
204
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.
206
207 ----
208
209 = **WHY...?** =
210
211 ----
212
213 == **Why is the product today not included in regular order?** ==
214
215 CONDITIONS for the item to enter the regular order:
216
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.
223
224 == **Why does the system offer to order exactly such quantity?  ** ==
225
226 The following indicators shall be evaluated to calculate quantity to be ordered :
227
228 ~1. Status.
229
230 2. Buffer.
231
232 2. Balance.
233
234 3. Quantity on the way.
235
236 4. Reservation.
237
238 5. Security buffer.
239
240 6. Special order.
241
242 7. MOQ.
243
244 //** Ordered quantity = Buffer – Balance – Quantity on the way + Reservation from existing balance + Security buffer + Spec. order**//
245
246
247 ----
248
249 == **Why the buffer is changed less than per zone?** ==
250
251
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.
253
254 ----
255
256 == **What settings should be, that the number of decimal places would be evaluated when recalculating the buffer?** ==
257
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.
259
260
261 [[image:20.PNG]]
262
263 ----
264
265 == **Why changed the buffer?** ==
266
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.
268
269
270 ----
271
272 == **When is the item assigned to NA status?** ==
273
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.
275
276 Read more in [[Items (SKU) marks>>doc:User_Manual.Assortment_Management.WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW"]].
277
278
279 ----
280
281 == **When the mark NEW is assigned to the item?** ==
282
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"]]
285
286
287 ----
288
289 == **When the mark OUT is assigned to the item?** ==
290
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"]]
293
294
295 ----
296
297 == **When a mark TOP is assigned to the item? ** ==
298
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"]]
301
302 ----
303
304 == **When the mark NON is assigned to the item? ** ==
305
306
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. 
308
309 Read more [[ Items (SKU) marks>>path:/bin/view/User_Manual/Assortment_Management/#HItems28SKU29marksTOP2CNON2COUT2CNEW]]
310
311 ----
312
313 == **When the mark TOP+NON can be assigned to the item?** ==
314
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.
316
317 Read more  [[ Items (SKU) marks>>doc:User_Manual.Assortment_Management.WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW"]]
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319 ----
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