Changes for page NAUJIENOS

From version < 95.1 >
edited by Administrator
on 2020/11/13 10:54
To version < 103.1 >
edited by Administrator
on 2021/01/15 08:37
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1 += StockM Update 2021.01.14 =
2 +
3 +
4 +**Assignment of OUT type to items with ALT status.**
5 +
6 +For alternative items (ALT) may be specified:
7 +
8 +* The type OUT for a product that is taken out of the range.
9 +
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.
11 +
12 +* The type CLN for product on sale, which may be in the range in the future.
13 +
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.
15 +
16 +
17 +For ALT items, the OUT type can be assigned:
18 +
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.
21 +
22 +In the column “OUT type” next to the item it is necessary to indicate:
23 +
24 +* “1” to assign OUT to the item;
25 +* “2” if CLN
26 +* “0” to remove the assigned type
27 +
28 +[[image:20210114.png]]
29 +
30 +(% class="wikigeneratedid" %)
31 += StockM Update 2020.12.17 =
32 +
33 +
34 +**~1. Change of TOP / NON names in StockM (ABC analysis).**
35 +
36 +In StockM, the names TOP / NON have changed in to the widely used ABC analysis and its usual terms:
37 +
38 +* TOP name changed to “A”;
39 +* NON - to “C”;
40 +* Blank rows that were in the “Movers” and “WMovers” columns are now called as “B”.
41 +
42 +The logic of the calculation does not change, everything remains as it was. The names also changed in the reports.
43 +
44 +Column names that changed in StockM:
45 +
46 +* the column name “Movers” changed to “ABC”;
47 +* Wmovers  - to LocABC.
48 +
49 +If the item is new, you will see "New" in the "LocABC" column (if the "New to" date has not passed yet).
50 +
51 +**2. New column in StockM "Next delivery".**
52 +
53 +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.
54 +
55 +The name of the new column is "Next delivery". It is visible in the Inventory, Suppliers Schedule windows and on the product card.
56 +
57 +p.s. if you don't see the column, open it through the column selection.
58 +
59 +(% class="wikigeneratedid" %)
60 += =
61 +
1 1  = StockM Update 2020.11.12 =
2 2  
3 3  **Return of overstock to the company's central warehouse.**
... ... @@ -54,59 +54,4 @@
54 54  
55 55  [[image:20200824.png]]
56 56  
57 -= StockM Update 2020.09.17 =
58 -
59 -
60 -**~1. Search in the Order window.**
61 -
62 -In all Order windows (New orders, Placed orders, Sent orders history) a quick filter / search input field "Quick filter" has been created.
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.).
67 -
68 -[[image:image_2020_09_17T13_51_19_877Z.png]]
69 -
70 -
71 -
72 -**2. New type of mark OUT**
73 -
74 -The mark OUT for items to remove them from the range of products was used so far.
75 -
76 -Since this update, it is possible to select the OUT type:
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 -
81 -**3. Mass combining into groups of alternative items (ALT)**
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 -
85 -[[image:20200918.jpg]]
86 -
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.
91 -
92 -If a new group is being combined, do not specify anything in this field.
93 -
94 -* Alt SKU code: SKU code of alternative item
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 -
98 -The completed table needs to be imported into StockM.
99 -
100 -
101 -
102 -
103 -
104 -
105 -
106 -
107 -
108 -
109 -
110 -
111 -
112 112  

StockM Update 2020.11.12

StockM Update 2021.01.14

Assignment of OUT type to items with ALT status.

For alternative items (ALT) may be specified:

  • The type OUT for a product that is taken out of the range.

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.

  • The type CLN for product on sale, which may be in the range in the future.

When the ALT product is out of stock in all warehouses, the item is dropped from the group and the status DTO is assigned.

For ALT items, the OUT type can be assigned:

  • 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);
  • by uploading it via SM Admin, via template to merge ALT items: Actions -> Merge ALT groups.

In the column “OUT type” next to the item it is necessary to indicate:

  • “1” to assign OUT to the item;
  • “2” if CLN
  • “0” to remove the assigned type 

20210114.png

StockM Update 2020.12.17

1. Change of TOP / NON names in StockM (ABC analysis).

In StockM, the names TOP / NON have changed in to the widely used ABC analysis and its usual terms:

  • TOP name changed to “A”;
  • NON - to “C”;
  • Blank rows that were in the “Movers” and “WMovers” columns are now called as “B”.

The logic of the calculation does not change, everything remains as it was. The names also changed in the reports.

Column names that changed in StockM:

  • the column name “Movers” changed to “ABC”;
  • Wmovers  - to LocABC.

If the item is new, you will see "New" in the "LocABC" column (if the "New to" date has not passed yet).

2. New column in StockM "Next delivery".

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.

The name of the new column is "Next delivery". It is visible in the Inventory, Suppliers Schedule windows and on the product card.

p.s. if you don't see the column, open it through the column selection.

StockM Update 2020.11.12

Return of overstock to the company's central warehouse.

We present a new opportunity to form return orders for overstock items from warehouses / stores to the central warehouse.

In StockM window Orders -> Create Orders a new "Return Order" section has been created. To place a return order, you must specify:

  • a central warehouse to which you will return overstock;
  • warehouses / stores (and / or warehouse levels) from which returns must be made;
  • it is possible to indicate which groups of items will participate in the return (if none is selected, all are considered to be marked),
  • from what percentage of the BB indicator (balance and buffer ratio) items have to be returned (less than 100% cannot be specified).

In other words, the percentage indicates that the excess items above it are returned.

20201112.png

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).

Other mandatory conditions:

• the item does not participate in the promotion in the branches / stores from which it is returned;

• the product does not have the mark of being out of range or sold out (OUT, CLN)

StockM Update 2020.10.15

1. Distribution of Safety buffer to stores from the central warehouse.

When distributing balances from the central warehouse to stores / branches, the quantity of the Safety Buffer in the central warehouse is not distributed.

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.

2. Visibility of lost sales, transfers, overstock and write-offs in StockM.

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).

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.

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.

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.

StockM Update 2020.09.24

Recipients of copy of orders.

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.

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 inactive20200824a.png

20200824.png

StockM Update 2020.09.17

1. Search in the Order window.

In all Order windows (New orders, Placed orders, Sent orders history) a quick filter / search input field "Quick filter" has been created.

  • The filter / search works immediately with each character entry.
  • The filter / search works from all columns.
  • 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.).

image_2020_09_17T13_51_19_877Z.png

2. New type of mark OUT

The mark OUT for items to remove them from the range of products was used so far.

Since this update, it is possible to select the OUT type:

  • the current mark OUT. Nothing has changed. Recommended for use when the product is sold out and removed from the range.
  • 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.

3. Mass combining into groups of alternative items (ALT)

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.

20200918.jpg

  • Main SKU code: SKU code of the main item in the group.  
  • Parameters SKU code: SKU code of the item, which parameters will be assigned to the main SKU.
  • 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.

If a new group is being combined, do not specify anything in this field.

  • Alt SKU code: SKU code of alternative item 

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.

The completed table needs to be imported into StockM.

 

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