StockM Update 2021.02.25

Additional functions of the promo module (PROMO2).

Additional functions have been made in the PROMO2 module:

• when several promotions are held at the same time, Promo display quantities are summed up (so far has been taken a bigger amount of display quantity).
• after the start of the promotion, Promo display quantity and Expiration date of display Qty. can be changed.
• promotions can be restarted (only those that have already started and have not yet ended):

                o  Changes of promotion parameters can be made by clicking a new  column   icon with arrows;

                o The „RESTART SELECTED“ button allows you to restart more than one selected promotion;

                o After the promotion is restarted, the marked promotion is closed, end actions are performed and the reason for the end is assigned – „Restarted“.  

                 "RESTARTED ON {DATA}" is added to the promotion "Promo ID". At the same time, a new promotion is created with the changed parameters;

               o In the promotion window, in the column RESTARTED, it is possible to see whether the promotion has been restarted.

StockM Update 2021.02.11

1. Return orders of overstock items: additional options.

When forming orders for the return of overstock items, instead of creating an order, the system now generates an excel form / report based on a special order form.

Additional information columns are visible in this form. You can edit the list of items in it. Upload the final list / form via Import special orders. Only the information from the first 8 columns will be uploaded (as in the special order form).

You can find the placed orders in the "New orders" window.

If the receiver of the overstock items return order is a central warehouse, then:

• the columns will be filled in the excel form / report: Receiver BTB, Receiver's balance, Receiver's buffer;
• Receiver‘s code will be the central warehouse code (not the central warehouse as the supplier code).

To create an initial list of goods, the user will have to fill in the fields shown below:

2. Additional end actions of the promotion module (PROMO2).

In the promotion module (PROMO2) it is possible to specify end actions: make all OUT mover, make all CLN mover.

When removing an item from a promotion while the promotion is still active, the OUT and CLN marks are not applied (marks are assigned company-wide and the item can only be removed from a specific warehouse).

3. A / C mover calculation period.

When calculating A / C movers, it is possible to specify the number of months from which the data will be taken for the calculation (so far the last 3 months have been taken for the calculation).

The setting is made on a company-wide basis. Contact StockM if necessary.

StockM Update 2021.02.04

Added actions in the promotion module (PROMO2).

In the promotion module (PROMO2) it is possible to change the end date of the promotion (both by uploading the promotion during data exchange and in StockM).

It is not allowed to specify a date earlier than the current day.

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 

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.

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 inactive