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1 = StockM update 2023.11.30. =
2
3 New StockM User Manual. You can find the new StockM User Manual in the menu: ? -> User Manual.
4
5 ​
6
7 = StockM update 2023.11.30. =
8
9 **~1. Information in the SKU graph about adding an ALT SKU to an order.**
10
11 From now on, adding an ALT SKU to an order is specified in the main SKU graph. In the SKU graph, put your mouse over the order triangle, a window will open with information about the order(s) and you will see the ALT SKU code next to the order number.
12
13 **2. Additional information on Quantity on the way.**
14
15 You can see a button in the "On the way Qty." column of the "Assortment" window. The button is active depending on whether there is a quantity on the way or not. Clicking on it opens a window that lists:
16
17 incoming orders,
18 ALT SKUs, if they are on the order,
19 incoming quantities according to individual orders,
20 notes for the SKU, if specified.
21
22 From this window, you can go directly inside the incoming order via the pencil.
23
24 **3. Clarification of ABC mover calculation.**
25
26 From now on, the DTO status is also included in the ABC mover calculations.
27 If the SKU is being revived from NA status, you will see NEW in this column. The exception is when the status of the SKU was transferred to NA less than a week ago - we consider such a case as a human error and do not add the NEW mark.
28
29 = StockM update 10.26.2023. =
30
31 **NA status SKU in Promotions and Seasons.**
32
33 If the SKU is NA and it is included in the Promotion or the Season, then when both the Promotion and the Season start, the system will not change the status of such SKU and will not initiate any actions with it.
34
35 **Removal of SKU cards with status NA.**
36
37 Made a change removing NA status SKUs from StockM. If you decide that StockM does not need to store NA status SKU cards, StockM representatives will make this setting.
38
39 Before the change, the system only deleted NA SKUs that were NA in all warehouses.
40
41 After the change, when this setting is on, there is a 7 days wait after the SKU status is changed to NA. and only then the card in the warehouse is deleted, regardless of the status of the SKU in other warehouses.
42
43 = StockM update 2023.08.10. =
44
45 **Size of the database.**
46
47 During StockM implementation is agreed upon the amount of SKU buffers planned to be managed in StockM. In other words, the size of the Database.
48
49 Buffers are calculated daily during data exchange.
50
51 Buffer calculation formula:
52
53 1 *TA = 3 *TO = 3 ND = 1 CD = 1 CD2 = 1 CD3 = 5 ALT = 10 NM = 10 NA.
54
55 In the taskbar users can see the new task "Database size" now. Clicking on it will open a window where you will see:
56
57 buffers limit;
58 calculated buffers in the system according to the above formula;
59 how much database % is used;
60 how many separate state buffers there are: *TA,​ *TO, ND, NM, ALT, NA.
61
62 As long as the database size is less than 90%, the task is shown as inactive.
63
64 When the database sizee reaches:
65
66 90% of the buffers in the system, you will see the percentage of the database in the taskbar.
67 100% buffers in the system - you will see the percentage in orange background.
68
69 If the size exceeds the limit by 10% or more, a message about exceeding the set limit will appear.
70
71 You can reduce the number of buffers:
72
73 correctly identifying states. Check to see if there are *TA SKUs that are actually *TOs or NMs. Or maybe there are SKUs you can transfer to NA.
74 check the warning "SKU data is absent more than 7 days" - you may no longer manage them in StockM, transfer them to NA.
75 You can usually see NA SKU history for 3 months. (according to setting in SM Admin). Can be set to delete a NA SKU when it is NA in all warehouses. Contact StockM to change the setting.
76 look at warehouses, maybe there are some that you are not working with, but they are still active in the system.
77
78 If it is not possible to reduce the number of buffers to the limit, we will contact you about adjusting the new limit.
79
80
81 **Discounts/write-offs in the "Inventory dynamics" report.**
82
83 From now It is  possible to track the change of SKU discounts/write-offs.
84
85 If you transfer such operations from accounting to StockM, from 13.08.2023. you will be able to see them in the Inventory Dynamics report.
86
87 Legend at the bottom of the graph:
88
89 [[image:image-20230810170720-1.png]]
90
91 = StockM update 2023.07.13. =
92
93 **Change of the "Today" window - added graph "A SKU".**
94 The update is relevant and visible only to customers who have active RM* statuses (managing raw materials).
95
96 From now on, the graph for them is called "A & RM SKU" and it shows:
97
98 If the customer manages ONLY raw materials (only RM* SKUs) - only RMTA SKUs will be displayed in the graph;
99 If managing mixed SKUs (DT*, MT* and RM*) - the graph will display the situation of A and RMTA SKUs;
100 If you manage only DT* and MT* SKUs - you will see only A SKUs.
101
102 = StockM update 2023.07.13. =
103
104 **Eliminating new SKUs from optimization.**
105
106 SKUs with the mark "NEW" no longer participate in the order optimization process.
107
108 During order optimization, the system does not change the quantity of SKUs with the mark "NEW" and does not add new SKU lines with this mark.
109
110
111 **Estimate/Do not estimate a quantity on the way in special orders.**
112
113 In StockM, in order list windows, it will now be possible to edit the "On the way Qty." column for special orders.
114
115 If you create a special order without on the way quantity, but later need to see this quantity, put a "checkmark" on the order's row in this column and save it. If you don't want to see the quantity on the way - delete it.
116
117 You can put this "checkmark" inside the order, in the order head next to the notes fields.
118
119 This field cannot be changed for regular orders.
120
121
122 **Display of overstock in "Today" window without PTO orders.**
123
124 In StockM's "Today" window, you can now see overstock ~(%) without PTO orders.
125
126 Move the mouse on the "i" icon (below "Overstock") to open an information window.
127
128 [[image:image-20230718165544-1.png||height="333" width="405"]]
129
130 = StockM update 2023.06.20. =
131
132 **Display the selected filter by default.**
133
134 If you want in StockM window always automatically displayed the filter you selected - save the filter in the "List of filter setups", select it as the default and save the selection.
135
136 [[image:image-20230630142705-1.png||height="473" width="335"]]
137
138 = StockM update 2023.06.20. =
139
140 **Additional demand for departments.**
141
142 A new function to estimate and order the additional demand.
143
144 What is the function for? When departmental SKU reservations, PTO orders are high, or their buffers grow significantly, and the supplier is a central warehouse that does not have enough quantity to meet that demand
145
146 How it works? When forming an order to an external supplier, additionally evaluates the SKU demand in the regional departments and, if necessary, orders more to the central warehouse.
147
148 Please contact the StockM team if you need to use this feature.
149
150 The setting is company-wide, i.e. for all SKUs that are supplied to the regional departments from the central warehouse. The additional demand is recalculated with each order creation.
151
152 If the function is turn on, the additional demand for departments you will see in the Assortment window and in the SKU graph next to the order triangle (it is visible in the SKU graph only if it is > 0).
153
154
155 = StockM update 2023.06.08. =
156
157 **Link/Direction to Order in SKU graph.**
158
159 You can open an order from the SKU graph. Click on the order triangle in the SKU graph and the specified order window will open.
160
161 If several orders were formed for the SKU on that day, you can select which order window you want to open in the opened table.
162
163
164 = StockM update 2023.06.01. =
165
166 Additional setting in the Seasons module.
167
168 In the Seasons module: "Three lines" -> MODULES -> SEASONS, you can specify an additional start action: "Make all *TO on begin date"
169
170 [[image:image-20230601165422-1.png]]
171
172 Select this setting if you want SKUs status that are in-season to be changed to *ТО on the start of the season.
173
174 Exceptions are for CD1, CD2, CD3 and ALT states. Described season action described  with these SKU statuses will not work.
175
176 At the end of the season, changes to the list of SKUs will take place according to the specified end-of-season action.
177
178 = **StockM update on 2022.11.23.** =
179
180 **Currency selection in the "Inventory dynamics" report.**
181
182 If you want to see the inventory dynamics information in a currency other than the main currency, select it in the inventory dynamics window and click "Show chart". In the selection, you will see the currencies that are listed in StockM:  Lists -> Currency.
183
184 = **StockM update on 2022.10.05.** =
185
186 **MANUFACTURER FIELD ON THE SKU CARD**
187
188 After the update, there are more ways to assign a manufacturer to a SKU. Now:
189
190 • The manufacturer can be transferred from accounting;
191
192 • Automatically assign the existing supplier of the central warehouse to the SKU as a manufacturer (the determination is made by the StockM team);
193
194 • The manufacturer can be entered in StockM manually or uploaded via the L11 table.
195
196 Manufacturers in StockM will be visible in the list of suppliers.
197
198 If you want to assign a Manufacturer to a SKU, you will need to put a check mark in the supplier card "Active manufacturer".
199
200 = **StockM update on 2022.10.03.** =
201
202 **THE NEW StockM MENU**
203
204 StockM's menu will be changed - only the layout of the menu and the names of some windows will change. There will be no changes in window functions. You can see the new menu below:
205
206 ASSORTMENT - you will see stocks.
207
208 ORDERS:                                                                       
209
210 • CREATE A NEW ONE - was "Create Orders"
211
212 • TO BE SENT - There were "New Orders"
213
214 • PLACED - was "Placed Orders"
215
216 • CUSTOMER ORDERS (PTO) - there were “PTO Orders”
217
218 • ARRIVED OR CANCELED - was "Sent Order History"
219
220
221 [[image:image-20221003142800-1.png]]
222
223
224 PARAMETERS:
225
226 • BUFFERS
227
228 • SUPPLIERS SCHEDULE
229
230 • SUPPLIER SKU INFO
231
232 • SKU GROUPS
233
234
235 [[image:image-20221003142800-2.png]]
236
237
238 [[image:image-20221003142800-3.png]]
239
240 • MODULES
241
242 • LISTS
243
244 • REPORTS
245
246 [[image:image-20221003143216-1.png]]
247
248
249
250 [[image:image-20221003142800-5.png]]
251
252
253 * USER MANUAL
254 * StockM UPDATES
255
256 [[image:image-20221003142800-6.png]]
257
258 = **StockM update on 2022.09.14.** =
259
260 **PERISHABLE SKU (PER)**
261
262 StockM has two modules PER and PER2 (additional charge) for managing perishable SKUs.
263
264 Whether a SKU falls under the perishable SKU category is determined by the maximum number of orders the system can create during SKUs shelf life.
265
266 In order to use such a setting, the customer must provide, and the StockM representative must set the threshold for the frequency of order formation in the system.
267
268 Whether the SKU is perishable or not can be seen in the Inventory window in the PER column. If there is a check mark, then the SKU falls under this concept.
269
270 = **StockM update on 2022.08.08.** =
271
272 **Present NEW FEATURE FOR OUR CLIENTS:**
273
274 (% class="wikigeneratedid" %)
275 Client can access additional data for their specific reporting needs via StockM API.
276
277 Over the years, we have noticed that customers need to get more data from the StockM inventory and assortment management system into their ERP. This is data generated and available only in the StockM system. To help our clients achieve other important goals, we provide access to **StockM** data through an **API connection** that allows clients to access the data they need from the StockM system and generate their own specific reports, analyse information and make decisions.
278 Meanwhile, the operating principles of the StockM system do not change and remain focused on efficient and intelligent inventory management.
279
280 [[https:~~/~~/www.stockm.eu/en/stockm-api-connect-new-feauture-for-clients/>>https://www.stockm.eu/en/stockm-api-connect-new-feauture-for-clients/]]
281
282 If you have questions and want to discuss them, contact algirdas@stockm.lt
283
284 = **StockM update on 2022.06.27.** =
285
286 **Possibility to resend an order that has already been sent.**
287
288 StockM has the possbility to resend a placed order via email.
289
290 After the update, it is possible to resend the placed order to the accounting. This can be done by users with Admins rights.
291 Requires:
292
293 * filter placed orders;
294 * mark the orders you want to resend;
295 * click "Resend orders"
296 * In the window that opens, select the desired option:
297
298 [[image:image-20220627161937-1.png||height="200" width="326"]]
299
300 If a user without Admin rights performs the same actions, they will only see the option to send by email. letter (s).
301
302 = **StockM update on 2022.06.16.** =
303
304 **Warning: PQ < Buf (Promotion quantity is less than buffer).**
305
306 The warning indicates the status of the DTA SKUs for which the promotion is taking place (calculated from the start of the promotion) and the calculated or specified Promotion Quantity is less than the buffer.
307
308 **Distribution of the balance of the center - additional information.**
309
310 When the supplier is a central warehouse, the balance of SKUs in it may not be enough to fulfill the needs of the regions. Therefore, when forming orders, StockM distribute the balance of the central warehouse according to the condition specified by the user in the supplier's card, what to do if the supplier, the central warehouse, does not have enough balance.
311
312 • If StockM was fully distributing the balance in the central warehouse when creating orders, was schowed see 0 in the "After  distribution remaining CW Qty" column in the new orders window.
313
314 • If the quantity was distributed incomplete, you could see the value of the balance in the "After  distribution remaining CW Qty" column.
315
316 • The column value was recalculated only during data exchange.
317
318 • After an update, if a user will increase the quantity of SKUs in any order and that increase exceeds the remaining quantity of CWHs after distributing, you will see a negative value in the SKU row in this column. This is a signal that there is not enough balance left in the central warehouse to fulfill this order. At the same time, you will see a red exclamation mark (!) next to the changed quantity.
319
320 • When sending such an order, the system will inform you that the order could not be sent and that "Remaining CW Qty. is too low to order desired SKU Qty."
321
322 • You will need to confirm if you need to continue the action:
323
324 • If confirmed, the order will be send with the user corrected quantities specified in the order at the time of sending.
325
326 • If you do not confirm, the order will  remain in the new orders window. You will be able to go the inside of the order and correct the ordered quantity. If the quantity is reduced, if the value in the "Remaining CWH quantity after distribution" column changes to 0 or > 0, the message will not apear  when the order is sent. Each SKU quantities correction in the order affects the Qty. of the remaining CWH after distribution.
327
328 **The new PTO2 model:**
329
330 PTO2 is additional paid and optional module activated only for the whole StockM program.
331
332 For companies that:
333
334 • wants to see the status of the PTO order fulfillment - order tracking;
335
336 • has urgent PTO orders that need to be fulfilled immediately without waiting for a regular ordering schedule for an external supplier,
337
338 The main conditions for fulfilling a PTO order are:
339
340 • PTO order is processed once. Ordered from the supplier regardless of the existing balance in the warehouse;
341
342 • The PTO order to the supplier is processed according to the regular delivery schedule together with the regular order;
343
344 • An urgent PTO order is sent to the supplier by a separate stand-alone order;
345
346 • The PTO order number is visible in the order to the supplier;
347
348 • The status is assigned to the PTO order in the system - easy tracking of the order.
349
350 For more information, see our Wiki: [[http:~~/~~/wiki.stockm.info/bin/view/User_Manual/Orders/#HSpecial16Bsklient173u17Orders28PTO229>>http://wiki.stockm.info/bin/view/User_Manual/Orders/#HSpecial16Bsklient173u17Orders28PTO229]]
351
352
353 = **StockM update on 2022.03.18.** =
354
355 **Write the SKU group to StockM via a template.**
356
357 In the SM Admin module, data can be written to StockM using a template (Table L11).
358
359 After the updates, a new column of the SKU group named "SKU group" was added to the template (Action -> Import -> Import global SKU data). To remove a SKU group, a space symbol must be entered in the column next to the items. After importing a template the SKU group will be removed.
360
361 **Additional notes in the order window.**
362
363 The order window now contains three Order notes (Order Remark 1; Order Remark 2 and Order Remark 3). They are visible in the new, placed and sent orders history windows. The names of the notes can be changed as needed: SM Admin -> Parameters -> Labels (users with Admin rights only).
364
365 The information in these fields is entered directly in the order window.
366
367 = StockM update on 2021.12.30. =
368
369 **CROSS-DOCKING 3 (CD3) function.**
370
371 The new CD3 function has been implemented.
372
373 Cross-Docking functions are used, when SKU in central warehouse is only reloaded (distributed) to stores or regional warehouses. The balances of SKU are not stocked in a center.
374
375 Cross-Docking functions:
376
377 1. CD - orders are formed by stores, and the central warehouse sends one general order to a supplier. Arrived quantity is distributed to stores according to their orders.
378 1. CD2 - orders for the supplier are formed by the central warehouse, by collecting the current day SKU demand from all stores. And arrived quantity is distributed according to the demand of the stores on the day of distribution.
379 1. CD3 – orders for the supplier are formed by the central warehouse, collecting only the demand of those stores for which the dirstribution will take place on the day of arrtival of this order in the central warehouse. All incoming quantities will be distributed.
380
381 To use the required function, assign the appropriate state (CD, CD2, CD3) for the SKU in central warehouse. If you do not see the state you want, contact StockM.
382
383 You can read more in the "Processes" section of our Wiki.
384
385 = StockM update on 2021.11.17. =
386
387 **The creation of a new card according to the received pto.csv file**
388
389 Sometimes in the file of special order (pto.csv file) from accounting system to StockM are transfered SKU codes that don't exist in StockM.
390
391 From now on, receiving such SKUs in the pto.csv file, will automatically create new cards in StockM.
392
393 When creating a new card, will be entered the transfered SKU code, assigned ND status. The supplier will be assigned according to the order information. MOQ and USQ will be written as = 1. The other parameters of the item card will need to be arranged by the user.
394
395 If such an item card already exists in StockM but is not in that warehouse, it will be created in the warehouse in analogy.
396
397 = StockM update on 2021.10.20. =
398
399 1. **Additional columns in the ordered.csv file.**
400
401 In the ordered.csv file, which is used to edit orders in StockM according to the information received from accounting system, it is possibility additionally specify:
402
403 • whether the supplier has confirmed the order (column “SupplierConfirmed”)
404
405 • Arrival date (“ArrivalDate” column)
406
407 If you need this information, you will need to add these columns to the ordered.csv file and inform StockM.
408
409
410 **~ 2. Additional information in the monthly report “Number of SKUs”.**
411
412 In the monthly report 604 Monthly analysis (“SKU number”) you can additionally see:
413
414 • information about items marked B;
415
416 • new columns: “Transfers, Eur”; “Lost transfers, Eur”; "Lost transfers,%".
417
418 In the report, where is information about warehouses, the turnover for RMTA and RMTO items is calculated on the basis of transfers.
419
420 = StockM update on 2021.10.07. =
421
422 **Order delivery date in the SKU schedule.**
423 In the SKU schedule, by clicking on the order triangle, you can also see the delivery date of the order. The date is taken from the placed orders window.
424
425 = StockM update on 2021.09.22. =
426
427 1. **Uploading Supplier SKU Information.**
428
429 In the SM Admin module, all supplier SKU fields can be loaded into StockM.  Actions -> Import -> Import supplier SKU data:
430
431 • download the template;
432
433 • fill in the mandatory columns: SKU code and Supplier code;                            
434
435 • fill in the columns which information you want to upload;
436
437 • save the file, browse it and move it to StockM by clicking “Import file data”.
438
439 These actions can do only users with Admin rights.
440
441 **2. New columns in the Inventory window - Current inventory (weight, volume, EUR).**
442
443 In the inventory window, you can see information in additional columns:
444
445 · Current inventory (Weight)
446
447 · Current inventory (Volume)
448
449 · Current inventory (EUR)
450
451 If you don't see the columns, open them through the visibility of the columns.
452
453 **3. Stock PROMO2 module: the new algorithm for calculating the initial promotional quantity.**
454
455 There is new algorithm 4 (according to the information of the previous promotions in the PExtra fields) for calculating the initial promotional quantity - the program searches for the promotion according to the information specified in the additional fields PExtra 1 and PExtra 2.
456
457 • In case when the program finds promotion: it uses  the information of promotion sales for calculation.
458
459 • In case when the program not find promotion: promotional quantity calculate according to sales of set period (estimating the specified coefficient).
460
461
462 = StockM update on 2021.09.09. =
463
464 **Additional SKU’s buffer management setting.**
465
466 Until now, the automatic setting of SKU buffer change (increase, decrease) was possible only in the supplier's card and it was the same for all supplier's SKUs.
467
468 Now in StockM is additional possibility to specify an automatic buffer change for each SKU, in each warehouse separately.
469
470 There are created the new columns in the inventory window and in the SKU card:
471
472 "Buffer Auto decrease";
473
474 "Buffer auto increase".
475
476 It is possibility to choose one of 3 options in this columns:
477
478 •                 Supplier Setting - will valid a setting in the Suppliers card.
479
480 •                 Allow - will allow automatically change the SKU buffer in the specified warehouse, no matter what is set in the Suppliers card.
481
482 •                 Forbid - will not allow automatically change the SKU buffer in the specified warehouse, no matter what is set on the supplier's card.
483
484
485 = StockM update on 2021.09.01. =
486
487 1. **Change the supplier in the order via the ordered.csv file.**
488
489 In StockM, it is possible to change the supplier of order via the ordered.csv file, which is transferred to StockM from the customer's accounting:
490
491 * the supplier to be changed it must exist in the system and be active;
492 * after changing the supplier, the order number remains the same;
493 * the information is recorded only when all items are marked with the same supplier (supplier's code);
494 * if different supplier codes are specified for the same order for the items - no changes are imported for the order. In this case, an error is fixed and duplicates are displayed in the error file ftp, error directory.
495
496 **2. Supplemented of the system warning “SKU in the center DTO, in the region DTA, supplier central warehouse, but the product is not OUT muveris”.**
497
498 If the item in the region is DTA, the supplier is a central warehouse, but the supplier does not have the corresponding item card, StockM will inform you in this warning.
499
500 From now this warning sounds like this: „SKU in center is *TO **or doesn't exist** , in region is *TA, supplier is central warehouse, but SKU is not OUT mover
501
502 Check isn't it a mistake. The region may not receive the items.“
503
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