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1		-= StockM Update 2020.11.12 =
	1	+= StockM Update 2021.01.14 =
2	2
3		-**Return of overstock to the company's central warehouse.**
4	4
5		-We present a new opportunity to form return orders for overstock items from warehouses / stores to the central warehouse.
	4	+**Assignment of OUT type to items with ALT status.**
6	6
7		-In StockM window Orders -> Create Orders a new "Return Order" section has been created. To place a return order, you must specify:
	6	+For alternative items (ALT) may be specified:
8	8
9		-* a central warehouse to which you will return overstock;
10		-* warehouses / stores (and / or warehouse levels) from which returns must be made;
11		-* it is possible to indicate which groups of items will participate in the return (if none is selected, all are considered to be marked),
12		-* from what percentage of the BB indicator (balance and buffer ratio) items have to be returned (less than 100% cannot be specified).
	8	+* The type OUT for a product that is taken out of the range.
13	13
14		-In other words, the percentage indicates that the excess items above it are returned.
	10	+When the ALT item is out of stock in all warehouses, the item is dropped from the group and the status specified in the SM Admin is assigned.
15	15
16		-[[image:20201112.png]]
	12	+* The type CLN for product on sale, which may be in the range in the future.
17	17
18		-IMPORTANT: In order to return the items from the warehouse / store, it is necessary to create a supplier with the same supplier code as the warehouse code (Supplier code = Warehouse code).
	14	+When the ALT product is out of stock in all warehouses, the item is dropped from the group and the status DTO is assigned.
19	19
20		-Other mandatory conditions:
21	21
22		-• the item does not participate in the promotion in the branches / stores from which it is returned;
	17	+For ALT items, the OUT type can be assigned:
23	23
24		-• the product does not have the mark of being out of range or sold out (OUT, CLN)
	19	+* in the ALT items combination window "Alternative SKU" in the "OUT type" column (if you do not see the column in the window, open it via the column visibility selection);
	20	+* by uploading it via SM Admin, via template to merge ALT items: Actions -> Merge ALT groups.
25	25
26		-(% class="wikigeneratedid" %)
27		-= =
	22	+In the column “OUT type” next to the item it is necessary to indicate:
28	28
29		-= StockM Update 2020.10.15 =
	24	+o “1” to assign OUT to the item;
30	30
31		-**~1. Distribution of Safety buffer to stores from the central warehouse.**
	26	+o “2” if CLN
32	32
33		-When distributing balances from the central warehouse to stores / branches, the quantity of the Safety Buffer in the central warehouse is not distributed.
	28	+o “0” to remove the assigned type
34	34
35		-Since this update, it is possible to specify Safety buffers, which fall into the distribution of balances to branches / stores. If it is necessary to distribute the following quantities, the Safety buffers must be entered / indicated in columns: SB2, SB3 (In the inventory window or on the product card), or the information must be transferred during the data exchange. The quantities indicated in them will participate in the distribution of the balance from the central warehouse.
	30	+[[image:20210114.png]]
36	36
37		-**2. Visibility of lost sales, transfers, overstock and write-offs in StockM.**
38	38
39		-Since this update it is possible to see last week's lost sales, lost transfers, overstock and write-offs in the StockM window (new option). Now you can now see this information (excluding write-offs and transfers) in your weekly lost sales and overstock reports. New columns in StockM appear in the Inventory window (you only need to open them).
	33	+(% class="wikigeneratedid" %)
	34	+= StockM Update 2020.12.17 =
40	40
41		-If you need to analyze a number of causes / problems, it is possible set such tasks to appear in the User Tasks window. The task would be visible to those managers whose products fall into these lists. A window will open with a list of items, where each item will need to be accompanied by the reasons for lost sales, overstock, etc.
42	42
43		-The number of reasons for lost sales, lost transfers, overstock, or write-offs is determined company-wide - you can choose how many reasons you want to analyze. The settings are made by a StockM team.
	37	+**~1. Change of TOP / NON names in StockM (ABC analysis).**
44	44
45		-To enable Report Analysis in StockM, you must inform a StockM team. At the same time, you will be sent a more detailed description of how to use these reports.
	39	+In StockM, the names TOP / NON have changed in to the widely used ABC analysis and its usual terms:
46	46
47		-= StockM Update 2020.09.24 =
	41	+* TOP name changed to “A”;
	42	+* NON - to “C”;
	43	+* Blank rows that were in the “Movers” and “WMovers” columns are now called as “B”.
48	48
49		-**Recipients of copy of orders.**
	45	+The logic of the calculation does not change, everything remains as it was. The names also changed in the reports.
50	50
51		-In the past, copies of an order have always been received by the user who sends the order and / or is responsible for the order. The setting was company-wide.
	47	+Column names that changed in StockM:
52	52
53		-Since this update, this setting is available on the supplier card. If it is active, a copy of the supplier's order will be sent to the persons responsible for the order and / or who sent it. A copy will not be sent if this setting is inactive[[image:20200824a.png]]
	49	+* the column name “Movers” changed to “ABC”;
	50	+* Wmovers  - to LocABC.
54	54
55		-[[image:20200824.png]]
	52	+If the item is new, you will see "New" in the "LocABC" column (if the "New to" date has not passed yet).
56	56
57		-= StockM Update 2020.09.17 =
	54	+**2. New column in StockM "Next delivery".**
58	58
	56	+From now on, you can see the expected delivery date of the item in StockM. If the item is in multiple orders, the nearest expected delivery date is displayed.
59	59
60		-**~1. Search in the Order window.**
	58	+The name of the new column is "Next delivery". It is visible in the Inventory, Suppliers Schedule windows and on the product card.
61	61
62		-In all Order windows (New orders, Placed orders, Sent orders history) a quick filter / search input field "Quick filter" has been created.
	60	+p.s. if you don't see the column, open it through the column selection.
63	63
64		-* The filter / search works immediately with each character entry.
65		-* The filter / search works from all columns.
66		-* If at least one character is entered in the filter / search field, the edges of the field are marked by a green line (filter active) and at the same time all buttons in the order window are switched off (gray color). In other words, as long as the filter is active, the information is filtered in the window - a visible part of the order is only visible and no actions with order can be saved, sent, etc.).
	62	+(% class="wikigeneratedid" %)
	63	+= =
67	67
68		-[[image:image_2020_09_17T13_51_19_877Z.png]]
	65	+= StockM Update 2020.11.12 =
69	69
	67	+**Return of overstock to the company's central warehouse.**
70	70
	69	+We present a new opportunity to form return orders for overstock items from warehouses / stores to the central warehouse.
71	71
72		-**2. New type of mark OUT**
	71	+In StockM window Orders -> Create Orders a new "Return Order" section has been created. To place a return order, you must specify:
73	73
74		-The mark OUT for items to remove them from the range of products was used so far.
	73	+* a central warehouse to which you will return overstock;
	74	+* warehouses / stores (and / or warehouse levels) from which returns must be made;
	75	+* it is possible to indicate which groups of items will participate in the return (if none is selected, all are considered to be marked),
	76	+* from what percentage of the BB indicator (balance and buffer ratio) items have to be returned (less than 100% cannot be specified).
75	75
76		-Since this update, it is possible to select the OUT type:
	78	+In other words, the percentage indicates that the excess items above it are returned.
77	77
78		-* the current mark OUT. Nothing has changed. Recommended for use when the product is sold out and removed from the range.
79		-* a new mark CLN. For the items to be sold out that may be kept in the range further on or included in the range later again. The distribution and statuses of the items which are marked CLN operate on the same principle as OUT, but the final status remains DTO everywhere. After the stock balance ends, the mark CLN will be automatically removed. If we later receive the stock balance or some kind of movement of the items into StockM, the status of the items will remain DTO.
	80	+[[image:20201112.png]]
80	80
81		-**3. Mass combining into groups of alternative items (ALT)**
	82	+IMPORTANT: In order to return the items from the warehouse / store, it is necessary to create a supplier with the same supplier code as the warehouse code (Supplier code = Warehouse code).
82	82
83		-In SM Admin menu (ADMIN -> ACTIONS -> MERGE ALT GROUPS) window there is a draft of the table for mass combining of the items into ALT groups.
	84	+Other mandatory conditions:
84	84
85		-[[image:20200918.jpg]]
	86	+• the item does not participate in the promotion in the branches / stores from which it is returned;
86	86
	88	+• the product does not have the mark of being out of range or sold out (OUT, CLN)
87	87
88		-* Main SKU code: SKU code of the main item in the group.
89		-* Parameters SKU code: SKU code of the item, which parameters will be assigned to the main SKU.
90		-* Old Main SKU code: if the existing group of items is changed, indicate the existing (old) code of the main SKU in the group. The Main SKU code field must contain the new main SKU code.
	90	+(% class="wikigeneratedid" %)
	91	+= =
91	91
92		-If a new group is being combined, do not specify anything in this field.
	93	+= StockM Update 2020.10.15 =
93	93
94		-* Alt SKU code: SKU code of alternative item
	95	+**~1. Distribution of Safety buffer to stores from the central warehouse.**
95	95
96		-Note: If there is more than one ALT item code for the same main SKU code, they must be listed on separate rows, repeating the main SKU code on each row.
	97	+When distributing balances from the central warehouse to stores / branches, the quantity of the Safety Buffer in the central warehouse is not distributed.
97	97
98		-The completed table needs to be imported into StockM.
	99	+Since this update, it is possible to specify Safety buffers, which fall into the distribution of balances to branches / stores. If it is necessary to distribute the following quantities, the Safety buffers must be entered / indicated in columns: SB2, SB3 (In the inventory window or on the product card), or the information must be transferred during the data exchange. The quantities indicated in them will participate in the distribution of the balance from the central warehouse.
99	99
	101	+**2. Visibility of lost sales, transfers, overstock and write-offs in StockM.**
100	100
	103	+Since this update it is possible to see last week's lost sales, lost transfers, overstock and write-offs in the StockM window (new option). Now you can now see this information (excluding write-offs and transfers) in your weekly lost sales and overstock reports. New columns in StockM appear in the Inventory window (you only need to open them).
101	101
	105	+If you need to analyze a number of causes / problems, it is possible set such tasks to appear in the User Tasks window. The task would be visible to those managers whose products fall into these lists. A window will open with a list of items, where each item will need to be accompanied by the reasons for lost sales, overstock, etc.
102	102
	107	+The number of reasons for lost sales, lost transfers, overstock, or write-offs is determined company-wide - you can choose how many reasons you want to analyze. The settings are made by a StockM team.
103	103
	109	+To enable Report Analysis in StockM, you must inform a StockM team. At the same time, you will be sent a more detailed description of how to use these reports.
104	104
	111	+= StockM Update 2020.09.24 =
105	105
	113	+**Recipients of copy of orders.**
106	106
	115	+In the past, copies of an order have always been received by the user who sends the order and / or is responsible for the order. The setting was company-wide.
107	107
	117	+Since this update, this setting is available on the supplier card. If it is active, a copy of the supplier's order will be sent to the persons responsible for the order and / or who sent it. A copy will not be sent if this setting is inactive[[image:20200824a.png]]
108	108
	119	+[[image:20200824.png]]
109	109
110		-
111		-
112	112