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1		-= StockM Update 2020.09.03 =
	1	+= StockM Update 2020.08.06 =
2	2
3	3
4		-**~1. Additional buffer management setting.**
	4	+**Additional functionality of the right mouse button in StockM.**
5	5
6		-It is possible to specify a condition for increasing the buffer in the supplier's card: do not increase buffer if undelivered orders present. If the check mark is placed, the addition (IN) during the last replenishment time is checked:
	6	+Additional functionality has been added - new options can be seen in any window by calling up the menu and right-clicking on any row:
7	7
8		-* if addition was - the buffer is increased.
9		-* if there was no addition, the existing buffer is retained.
	8	+* Mark / Unmark selected / outlined rows (if there is no column for the selection in the table, such as in the Periods window, these selections will remain in the menu window, only will be off / in gray color).
10	10
11		-Since this update, an additional condition is made for increasing the buffer: do not increase the buffer if shipments are not full. When this condition is enabled, not only the fact of replenishment, but also the quantity received is evaluated. The buffer will not be increased if the amount of additions during the replenishment period is less than 0.5 × BUF + Safety Buffer.
	10	+It is possible to select all lines of one page, which can be marked / unmarked by calling the menu, by pressing the combination “ctrl + a” in the keyboard.
12	12
	12	+* 4 new links to windows:
13	13
14		-**2. Added possibilities to open SKU graph.**
	14	+1. “Inventories” (with filters: SKU code, Warehouse code). The link will be visible between the options if there is an option to select the SKU code and the Warehouse code in the window where the menu is called;
	15	+1. “Suppliers schedule” (with filters: Supplier name, Supplier code). The link will be between the selections if there is an option to select the Supplier name and the Supplier code in the window where the menu is called;
	16	+1. “Suppliers card”. The link will be between the selections if there is an option to select the Supplier name and the Supplier code in the window where the menu is called;
	17	+1. “SKU card” - product card. The link will be between the selections if there is an option to select an item code in the window where the menu is called.
15	15
16		-The SKU graph can be accessed by clicking on the graph icon in the line.
	19	+If the menu is called up in the Inventory window, the Inventory window will not be visible between the selections (same logic as with the Suppliers schedule). The menu item will also not be visible if the user does not have permission to see a specific window.
17	17
18		-Since this update, additionally:
19	19
20		-* The SKU graph can be opened in the line by right-clicking and selecting “SKU graph”.
	22	+(% class="wikigeneratedid" %)
	23	+= =
21	21
22		- [[image:20200903a.png]]
	25	+= StockM Update 2020.07.23 =
23	23
24		-* Once the graph is opened, you can navigate through the graphs of other items in the list from which the graph was opened. Icons have been made in the upper right window of the graph, which can be used to:
25	25
26		-o [[image:20200903b.png]]– to open the graph of the next item in the list in the window;
	28	+**~1. Entering of the Safety buffers with expiration date (SBX) into StockM.**
27	27
28		-o[[image:20200903c.png]] – to open the graph of the previous item in the window;
	30	+Until now, safety buffers with dates could be transferred from accounting system to StockM during the data exchange in the file sbx.csv.
29	29
30		- o[[image:20200903d.png]]– to capture an opened graph. The graph of the next item will be opened in a new window.
	32	+Since this update, it is possible to create / edit / delete safety buffers with the expiration date in the StockM window: Time Intervals -> Safety Buffers. They can also be loaded via an excel template.
31	31
32		-= StockM Update 2020.08.20 =
33	33
	35	+Creating a New SBX: Time Intervals -> Safety Buffers -> New.
34	34
35		-**~1. Setting: to reduce the quantity ordered by the SKU according to the supplier's balance.**
	37	+* Only one active combination is possible at a time: SKU - Warehouse - Type (there are 3 types of safety buffer - SBX1, SBX2, SBX3). If you want to load / create an additional period for the same “SKU - Warehouse”, you need to select another type.
	38	+* If the combination “SKU - Warehouse - Type” is loaded, which is already active in StockM, it will be changed to the new one.
	39	+* When loading items to the window Time Intervals -> Safety Buffers -> New, a maximum of 3 items with the same combination “SKU - Warehouse” can be loaded (or copied) simultaneously, as there are 3 types of safety buffers to date.
	40	+* In the window Time Intervals -> Safety Buffers -> New, it is possible to download the template of Safety Buffers. If there are added items in that window, those items will be added to the downloaded template.
	41	+* It is possible to load items into the "New safety buffer" window from excel according to the Warehouse code or Warehouse level.
36	36
37		-A setting is made, which allows to reduce the quantity ordered by StockM, according to the free balance available from the supplier. If the supplier does not have enough free balance for the desired quantity, the order will be reduced to the balance available from the supplier.
	43	+Editing SBX:
38	38
39		-This setting is enabled on the supplier's card and only takes effect when the Supplier's balance of the item is visible in StockM.
	45	+* Before the Safety buffer has started - all fields can be edited: Type, Value, Begin date, End date, Remark to safety buffer.
	46	+* When the Safety buffer has started but has not expired (or not canceled) - only the fields can be changed: End date, Remark to safety buffer.
	47	+* When the Safety buffer has expired or has been canceled - no fields can be changed.
40	40
41		-* The supplier's balance (in supplier's units) can be loaded to StockM from the accounting (via supplier_sku.csv file) during data exchange or entered in the StockM in the "Supplier SKU information" window (new column "Supplier balance")
42		-* Each warehouse can order as many units of the same item as are available from the supplier (we recommend using this setting when items are delivered from the supplier to the central warehouse).
43		-* In StockM, the order window also shows the column “Supplier balance”, but already in the basic units of measure (automatically converted into the basic units of measure specified in StockM, if they are different from the supplier units of measure).
	49	+Delete SBX:
44	44
45		-**2. Creating a new item (SKU) card in the Order window.**
	51	+* If the Safety buffer has started - after deleting the record, today's date is entered in the "Canceled" column and the validity of the safety buffer is suspended (the Safety buffer remains in the history).
	52	+* If the Safety buffer has not yet started - after deleting the record, it is completely deleted from the table, without even leaving it in the history.
46	46
47		-Until now, when creating an order and needing to create a new SKU card, it was only possible to create it in the Inventory window. After creating the card, it was necessary to reload the window of items to add in order the new item would appear in the list.
	54	+**2. Transfer of the information of the supplier supplied items (SKU) during data exchange.**
48	48
49		-Since this update it is possible to create a new SKU card in the Order window: New order -> Add SKU -> New.
	56	+So far editing of the information in the window “Supplier info -> Supplier SKU information” took place only in StockM.
50	50
51		-**3. Overstock report: columns of PTO and Reservation.**
	58	+Since this update it is possible to transfer information of the Supplier supplied items (SKU) to StockM during data exchange using new file supplier_SKU.csv.
52	52
53		-The PTO column in the overstock report (511) has so far shown the total amount of PTO (special orders) and reservation.
	60	+Information transferred to StockM via file is:
54	54
55		-After updating this report, the PTO and reservation will be displayed in separate columns.
	62	+* supplier code;
	63	+* item code (SKU);
	64	+* SKU code in the supplier's ERP;
	65	+* SKU name in supplier's ERP;
	66	+* SKU unit of measure (dimension) is the supplier's ERP;
	67	+* Supplier's minimum ordered quantity - MOQ (by supplier's unit of measure (dimension));
	68	+* Quantity of Supplier's minimum unbreakable packaging - USQ (by supplier's unit of measure (dimension));
	69	+* Conversion ratio to the supplier's unit of measure (dimension);
	70	+* Supplier's purchase price - the price offered by the supplier without VAT per one unit of measurement (dimension) of the supplier, in the base currency. If there is no offer, 0 is displayed;
	71	+* Supplier's balance - the free quantity of item in the supplier's warehouse in the supplier's units of measure (dimension).
56	56
57		-**4. Formation of orders several times a day**.
	73	+= StockM Update 2020.07.09 =
58	58
59		-There is a need to form orders several times a day, for the same supplier to the same warehouse.
60	60
61		-It is possible now to create orders several times a day (according to the same schedule, only at different times). If necessary, contact the project manager.
	76	+**Changes in the "Supplier SKU info" window**.
62	62
63		-**5. Periods: Buffer calculation based on maximum sales amount.**
	78	+In StockM window: Suppliers info -> Supplier SKU info:
64	64
65		-Until now, in the Periods window it was possible to choose: calculate the buffer according to the coefficient; enter the buffer manually; calculate the buffer on the basis of average sales.
	80	+~1. No warehouse information left in the window. Supplier's product (SKU) information (SKU code in the supplier's system, SKU name in the supplier's system, Unit of measure in the supplier's system, Conversion type and coefficient of Unit of measure) is specified only for a specific SKU and cannot be different in individual warehouses.
66	66
67		- An additional option has been made to calculate the buffer based on the maximum sales amount. If you choose this option, you will need to specify:
	82	+2. There are additional information columns for information from the supplier's system: Supplier's MOQ, Supplier's USQ, Supplier's balance, Supplier's purchase price. This information can be entered manually.
68	68
69		-* The period from which the program will take the maximum amount of sales during the supply cycle (RD). If the period is specified too short (<RD), the program will take the buffer at the beginning of the period instead of the maximum sales amount.
70		-* Coefficient - the calculated amount will be multiplied by the specified coefficient (if the amount is not calculated due to an incorrectly specified period, the current buffer will be multiplied by this coefficient).
	84	+= StockM Update 2020.06.18 =
71	71
72		-(% class="wikigeneratedid" %)
73		-= =
74	74
75		-= StockM Update 2020.08.06 =
	87	+**~1. New menu window.**
76	76
	89	+A new menu window “Time intervals” has been created in StockM. Moved to it:
77	77
78		-**Additional functionality of the right mouse button in StockM.**
	91	+• Periods
79	79
80		-Additional functionality has been added - new options can be seen in any window by calling up the menu and right-clicking on any row:
	93	+• Promotions
81	81
82		-* Mark / Unmark selected / outlined rows (if there is no column for the selection in the table, such as in the Periods window, these selections will remain in the menu window, only will be off / in gray color).
	95	+• Security buffers
83	83
84		-It is possible to select all lines of one page, which can be marked / unmarked by calling the menu, by pressing the combination “ctrl + a” in the keyboard.
	97	+[[image:20200618.png]]
85	85
86		-* 4 new links to windows:
87	87
88		-1. “Inventories” (with filters: SKU code, Warehouse code). The link will be visible between the options if there is an option to select the SKU code and the Warehouse code in the window where the menu is called;
89		-1. “Suppliers schedule” (with filters: Supplier name, Supplier code). The link will be between the selections if there is an option to select the Supplier name and the Supplier code in the window where the menu is called;
90		-1. “Suppliers card”. The link will be between the selections if there is an option to select the Supplier name and the Supplier code in the window where the menu is called;
91		-1. “SKU card” - product card. The link will be between the selections if there is an option to select an item code in the window where the menu is called.
	100	+**2. User activity.**
92	92
93		-If the menu is called up in the Inventory window, the Inventory window will not be visible between the selections (same logic as with the Suppliers schedule). The menu item will also not be visible if the user does not have permission to see a specific window.
	102	+In the SM Admin module is specified activity for the created users (by ticking /or unchecking). Only an active user can log in to StockM.
94	94
95		-(% class="wikigeneratedid" %)
96		-= =
	104	+You can also assign user to a user group Disabled. By indicating this group, the items remained assigned to the person until someone indicated otherwise, but the user himself could not log in to StockM.
97	97
98		-= StockM Update 2020.07.23 =
	106	+Since this update:
99	99
	108	+• All Disabled users became inactive (one-time change when installing this update);
100	100
101		-**~1. Entering of the Safety buffers with expiration date (SBX) into StockM.**
	110	+• All inactive users lose the items (the items are assigned to the Unassigned Manager or to the manager responsible for the incompleted SKU data cards of Unassigned Manager). This can happen both when changing the manager on the items card - during card saving, and when receiving the code of inactive manager during data exchange.
102	102
103		-Until now, safety buffers with dates could be transferred from accounting system to StockM during the data exchange in the file sbx.csv.
	112	+Recommendation for the users:
104	104
105		-Since this update, it is possible to create / edit / delete safety buffers with the expiration date in the StockM window: Time Intervals -> Safety Buffers. They can also be loaded via an excel template.
	114	+• When the user no longer works with the program, he needs to be deactivated and all his items will be assigned to an Unassigned Manager or indicated responsible manager instead of Unassigned.
106	106
	116	+• If you want user to be disconnected temporarily, but the items must remain assigned to him, then assign the user group Disabled.
107	107
108		-Creating a New SBX: Time Intervals -> Safety Buffers -> New.
	118	+= StockM Update 2020.06.04 =
109	109
110		-* Only one active combination is possible at a time: SKU - Warehouse - Type (there are 3 types of safety buffer - SBX1, SBX2, SBX3). If you want to load / create an additional period for the same “SKU - Warehouse”, you need to select another type.
111		-* If the combination “SKU - Warehouse - Type” is loaded, which is already active in StockM, it will be changed to the new one.
112		-* When loading items to the window Time Intervals -> Safety Buffers -> New, a maximum of 3 items with the same combination “SKU - Warehouse” can be loaded (or copied) simultaneously, as there are 3 types of safety buffers to date.
113		-* In the window Time Intervals -> Safety Buffers -> New, it is possible to download the template of Safety Buffers. If there are added items in that window, those items will be added to the downloaded template.
114		-* It is possible to load items into the "New safety buffer" window from excel according to the Warehouse code or Warehouse level.
115	115
116		-Editing SBX:
	121	+**~1. NEW mover calculation.**
117	117
118		-* Before the Safety buffer has started - all fields can be edited: Type, Value, Begin date, End date, Remark to safety buffer.
119		-* When the Safety buffer has started but has not expired (or not canceled) - only the fields can be changed: End date, Remark to safety buffer.
120		-* When the Safety buffer has expired or has been canceled - no fields can be changed.
	123	+NEW mover - a new item mark, which is automatically assigned to all new items that have entered the system (by default, the new items mark is assigned for 3 months after the item appears in the system). It is not logical to assign the same NEW mark when different delivery times are.
121	121
122		-Delete SBX:
	125	+Since this update, it is possible to set the method for assigning the New mover mark. In the SM Admin module you can choose:
123	123
124		-* If the Safety buffer has started - after deleting the record, today's date is entered in the "Canceled" column and the validity of the safety buffer is suspended (the Safety buffer remains in the history).
125		-* If the Safety buffer has not yet started - after deleting the record, it is completely deleted from the table, without even leaving it in the history.
	127	+• how many days after the product card is created in the warehouse it is considered as new (NEW) or
126	126
	129	+• how many delivery periods (OLT - order lead time) of the item / order it must be considered with the NEW mover mark.
	130	+
	131	+The setting can only be made on a company-wide basis.
	132	+
127	127