Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -1,130 +1,72 @@
	1	+(% class="wikigeneratedid" %)
	2	+= StockM update 2020.02.06 =
1	1
2	2
3		-= StockM update 2020.01.09. =
	5	+**Order formation several times a day.**
4	4
5		-**Weight and volume amounts in Inventory window.**
	7	+The orders are formed by StockM system once a day.  They are only formed if the data are renewed on that date before the order's formation.
6	6
7		-At the bottom of Inventory window, close to the balance and amount to be ordered, amount of weight and volume can be seen (according to the list of products filtered as seen in the window).
	9	+Since this update, there is an option to form orders according to the time set in the 'Suppliers schedule '(data before order formation must be renewed). You can see the "Time" column in the 'Suppliers schedule ' to indicate the order formation time. The time is chosen from a list that is specified in SM Admin.
8	8
9		-Since this update, by clicking on the icon on the right bottom corner the table will occur which shows complete information.
	11	+**Important:** usage of this function is agreed separately and is set for a whole company. If needed, contact the project manager.
10	10
11		-[[image:atnaujinimas20200108.png]]
12	12
	14	+= StockM update 2020.01.30 =
13	13
14		-= StockM update 2019.12.12. =
15	15
16		-**~ Maximum number of transports in optimization.**
	17	+**~1. Assignment of the manager to the items.**
17	17
	19	+Until now it was possible to assign the manager to the goods in StockM in two ways: when transferring data from the accountancy system during data exchange or to enter manager on the supplier card in StockM as responsible for the supplier's goods. In the first way, the system automatically assigned the manager to the supplier's items after the data exchange.
	20	+In case there are some managers working with different items of the same supplier – it would be wrong to specify just one manager. Therefore, according to the customer's request, we made it possible to assign a manager in StockM manually for each item. We recommend to use this function when it is not possible to transfer the manager from the accountancy system or assignment of one manager as responsible for all items of the supplier would be wrong.
18	18
	22	+If you need to use this function, contact StockM – we'll need to change your settings.
	23	+Important: The change of settings could be done for a whole company, i.e. several methods of assigning managers to the goods cannot be used.
19	19
20		-In the supplier‘s card near AutoOrder settings by describing transport (AutoOrder settings -> Fill transportation batch) you can show how many transports can be (the maximum number of transports).
21	21
22		-The system will choose one kind of transport, while optimizing an order, and will fill in only that kind of transport till the specified maximum number.
	26	+**2. Conversion of supplier units of measure.**
	27	+When a unit of measure of the supplier differs from the customer's unit of measure, it is possible to save the conversion of units of measure together with the rest parameters of the item in the supplier system.  According to it the quantity in the supplier units of measure will be calculated. To do this, you must specify the conversion coefficient and its type: multiplier [[image:daugiklis.PNG]] or divider [[image:daliklis.PNG]], that is of how many supplier units consists 1 unit of the customer, or how many customer units are included in 1 unit of measure of the supplier (so far there was a possibility to specify a multiplier only).
23	23
24		-[[image:picture_.png]]
	29	+Examples:
	30	+Quantity in StockM is controlled by bottles, but it is necessary to place an order to the supplier by litres. One bottle contains 1.5 L, in which case the coefficient = 1.5 should be specified and the conversion type is a multiplier.
	31	+If StockM program offers to order 10 pieces, then according to the units of measure of supplier 10pcs. * 1.5 L = 15l.
	32	+Quantity in StockM is controlled by units, but it is necessary to place an order to the supplier by boxes. One box contains 10pcs., in which case coefficient = 10 should be specified and the conversion type is a divider.
	33	+If StockM program offers to order 60 pieces, then according to the units of measure of supplier 60pcs. / 10pcs. = 6 boxes
25	25
	35	+[[image:konversija.JPG]]
26	26
	37	+ In the window of new order,  you can select a column to see the supplier quantity going to be ordered. This value goes to the order form by default.
27	27
28		-= StockM update 2019.11.28. =
	39	+= StockM update 2020.01.16 =
29	29
30		-**~ **
	41	+**Taking into account free balance (quantity in stock) when forming a spec. order (PTO).**
31	31
32		-**~1. Clarification of Auto send settings in the supplier‘s card.**
	43	+Some companies form spec orders (if such exists) using reservation which is transferred to StockM with the help of the PTO. csv file.
33	33
34		-Selection of Auto send settings window in the supplier‘s card has changed:
	45	+Since this update, new setting up in SM Admine is created by which you can choose whether to take into account the free warehouse balance, or to ignore it, when forming spec. order to the supplier.
35	35
36		-(((
37		-* Optimization for auto send works only into the increasing side;
38		-* If you want to decrease the order – to optimize into decreasing side, this you can do only by specifying the parameters manually.
39		-* To decrease the number of rows to ... – also possible only by specifying the parameters manually.
	47	+If it is set that free warehouse balance does not have to be evaluated, the spec. order (PTO) will be sent to the supplier regardless of the current free balance in the warehouse. In other words, even the balance in stock is enough, spec. order will be sent to the supplier from the PTO file (the quantity is rounded up to the full packing).
40	40
41		- Auto send settings window:
42		-)))
	49	+The setup works at company level — for all items in all warehouses.
43	43
44		-* Select „No optimization“.
45	45
46		-[[image:1_NoOptimization.png]]
	52	+= StockM update 2020.01.09 =
47	47
	54	+**Weight and volume amounts in Inventory window.**
48	48
	56	+At the bottom of Inventory window, close to the balance and amount to be ordered, amount of weight and volume can be seen (according to the list of products filtered as seen in the window).
49	49
50		-* Select „Fill transportation batch”.
	58	+Since this update, by clicking on the icon on the right bottom corner the table will occur which shows complete information.
51	51
52		-(((
53		-[[image:2_FillTransport.png]]
54		-)))
	60	+[[image:atnaujinimas20200108.png]]
55	55
	62	+= StockM update 2019.12.12. =
56	56
57		-* Select “Optimize, if the target is not exceeded”.
	64	+**~ Maximum number of transports in optimization.**
58	58
59		-(((
60		-[[image:3_Optimize_.png]]
61		-)))
62	62
63	63
	68	+In the supplier‘s card near AutoOrder settings by describing transport (AutoOrder settings -> Fill transportation batch) you can show how many transports can be (the maximum number of transports).
64	64
	70	+The system will choose one kind of transport, while optimizing an order, and will fill in only that kind of transport till the specified maximum number.
65	65
66		-Manual optimization window:
67		-
68		-[[image:4_pav.png]]
69		-
70		-
71		-Show the optimization parameter, optimization purpose and optimization condition in this window, when you optimize the order manually.
72		-
73		-**~1. Confirmation of supply graphs.**
74		-
75		-There is a possibility to import the supply graphs in StockM, from the accounting (file scheduler.csv).
76		-
77		-All recieved supply graphs from the accounting are confirmed automatically by system, after update.
78		-
79		-**2. Template of promotion import.**
80		-
81		-The template of promotion import has changed after update.
82		-
83		-Download the newest template from StockM, if you want to import data into promotion.
84		-
85		-= StockM update 2019.09.19. =
86		-
87		-**Critical error: "Optimization: purchase price <= 0"**
88		-
89		-When order is optimized according the amount, purchase prices are checked and if the active goods/items don't have the purchase price, the order is not optimized.
90		-
91		-The list will show items with Purchase Price <= 0 for suppliers, for which is set order optimization according the amount.
92		-
93		-= StockM update 2019.08.01. =
94		-
95		-
96		-**~1. Removing supplier activity**.
97		-
98		-Until now, it was not allowed to remove supplier activity if the supplier had active delivery schedules.
99		-
100		-After update, when supplier activity is removed, all activities are automatically removed from supplier schedules as well. Supply schedules are not even visible.
101		-
102		-If you will set activity on for the supplier, the shedules will be visible but not active - you will need to check and confirm it.
103		-
104		-**2. New critical notification: „Active items don‘t have active supplier“**.
105		-
106		-There is created warning of critical error: “Active items don’t have active supplier”. All active items will get into this list (not NA state and not NM state), for which inactive supplier is assigned. Items, which have OUT mover feature, will not be involved into the list.
107		-
108		-For such items you will have to assign an active supplier.
109		-
110		-[[image:Activeproducts.png]]
111		-
112		-
113		-**3. The reason for changing the buffer, when the user disagrees with the system's suggested buffer**.
114		-
115		-Earlier, when the user disagreed with the system's suggested buffer, he left the former buffer - the system asked to specify the reason.
116		-
117		-After update, the reason will be assigned automatically, when the user will disagree with the system's offer to change the buffer and will leave former buffer.
118		-
119		-If another buffer will be specified (not that one, which was recommended by system), you will have to specify the reason.
120		-
121		-**~ **
122		-
123		-**4. New column in the new orders window: “Notes in new order window”**.
124		-
125		-In the window “New orders” you can see new column “Notes in new order window”, where you can see information from the field “Notes in new order window” in the supplier card.
126		-
127		-[[image:NotesNewOrderWindow.png]]
128		-
129		-
130		-[[image:Orderdata.png]]
	72	+[[image:picture_.png]]