Assortment management

Includes state of DTO / DTA / ND / CD / CD2 / NM / NA / ALT setting, items movement describing marks TOP, NON, OUT, NEW setting and merging of alternative items.

Assortment determinable/changeable

Assortment is changeable:

1. By starting to manage storage place by DBM.

2. According system suggestions:

    1) 602-603 reports „NON movers reports“: DTA -> DTO (OUT) or ALT.

    2) 605 report „DTO transfer DTA“: DTO -> DTA.

    3) 630i report „Assortment evaluation/rating“ DTA -> DTO in all sales network or DTO -> in separate sales points.

(look: STOCK-M reports description).

3. By management decision:

    1) Entered new item/product into the system (look: Item SKU settings);

    2) An item/product removed from the system OUT;

    3) Other reasons.

Items (SKU) states

1. Concepts:

DTA – item, which must always be in storage place and regulary supplement regional storage/branch (shop) with it. !!! In reports: Lost sales are calculated when there is no DTA item balance in the storage place. Overstock - is the quantity of an item above the specified item buffer.

DTO – item, which is carried according to special order, such item is in assortment, however the balance of it is not supported in company‘s storage space!!! If DTO item placed into regular order by reservation, quantity of ordered item is rounded by pack (USQ) to a larger size. In reports: Lost sales are not calculated, because DTO item balance shouldn't be in storage place. Overstock - is the total quantity of DTO goods in the storage place.

NM – item, which is not managed by system (for example, inventory in the shop, stand, service and so on). The balance of this item and sales are included into whole company inventory and sales.

NA – not active item, which is not in assortment, data is not updating for this item. The system automatically assigns NA state to items, which are taken out from assortment (OUT mover), when the balance becomes 0 in the storage place. NA goods are not included into reports.

ND – new item, i.e. such item, which was updated first time in StockM, „recovered“ from NA state, because item got „movement“, was disassembled „group of Alternatives“ or „Alternative item“ removed from „group of Alternatives“.

ALT – alternative item, which is not managed by system, but all item data, received during data exchange are recorded for the main item in the group. Such items are not included into orders.

CD – an item managed by Cross docking principle, only regional ordered items are ordered from the supplier. The state is assigned only for item in the Central Warehouse (in all other related warehouses states are in the same condition as specified above). More: Cross Docking Function.

CD2 – an item managed by Cross docking principle, necessary quantity of items to supplement the regions are ordered from the supplier. The state is assigned only for item in the Central Warehouse (in all other related warehouses states are in the same condition as specified above). More: Cross Docking Function.

2. Connection: DTA and DTO in the system, when items are delivered to the further chain

    1) !!! For DTA items only, the system automatically generates regular orders (exception: when a pre-order is made for DTO item in the customer's accounting program (which is bigger than the item balance in storage place), then the DTO items are included in the regular system-generated order. P.S. this condition must be agreed at the start of the system start).

    2) !!! For DTO items, the employee forms a special order (see: Special Order Formation).

    3) !!! CD and CD2 orders are formed regularly according to the described rules (see: Cross Docking function).

3. Assignment of status to the item in STOCK-M:

STOCK-M -> „Assortment“ -> „Inventory“ -> Filter: specific item, supplier, storage place and etc. -> in the column state, select the required state from the list -> save changes.

• !!! For primary window opening customized filter *DT, if you need to filter out other state items – specify it in the filter.

• !!! It is possible to change the status for big number of items (mark the required lines → click  select the required state -> save changes). Selected state will be assigned for all marked items.

You can also change states in New items window. New Items window is reached via the taskbar or menu item "Buffers" → "New Items"

If you want to enter an item to the assortment, which was taken from assortment before,  you need to do these actions: STOCK-M → "Assortment" → "Inventory" → Filter: specific item → change product status from NA to DTO / DTA in the window that opens (remember to take off the check mark from the OUT mark in the "SKU List" window).

Weekly fluctuations management

Peak coefficients for DTA goods/items.

If DTA item sales have weekly fluctuations (eg. sales increase on weekends), there is an option to specify Peak coefficients for each day of the week.

By default, this coefficient is equal to 1. Peak coefficients can be entered manually or uploaded via Table L11.

Peak coefficients are entered to that day, when items have to arrive. If sales increase on weekends and items arrive on Fridays and there are no deliveries in weekends, then the Peak coefficient is entered to Friday (for other days left 1).

Peak coefficient can only be applied if the supply is > = 2 times a week.

When forming the order, Peak coefficient is selected based on the day of the week, when the order will arrive and the buffer is multiplied with coefficient (more items are ordered in peak days).

Items (SKU) marks TOP, NON, OUT, NEW

Concepts:

SYSTEMATIC PARAMETERS, set for a single item throughout the system (all storage locations):

    1) TOP mover – system parameter, set automatically (once / month, at the beginning of the month). With thismakrk specified items, that generate 80% of the company's turnover during the last 3 months and which have sold more than 1 pcs. - most IMPORTANT company goods. TOP mover item is highlighted in green.

• if there is made a decision inside the company other goods (which the system did not count as a TOP mover) keep as most important (accompanying goods, etc., which will result in lower sales), these items can be manually marked as TOP mover (but on the first day of the month)

    2) NON mover – systematic parameter, set automatically (once / month, at the beginning of the month). This mark highlight goods that generate 2% of the company's total turnover during the last 3 months - slow moving goods. These goods are candidates to be exported from the assortment.

    3) OUT mover – item, which is exported from the system, mark (if the check mark is placed on the OUT Mover mark, the item status automatically changes into DTO, in Central warehouse).

PARAMETERS, set per item separately for each storage place.

    1) NEW mover - new item mark, which is automatically applied to all newly updated items in the system. By default, item is considered as new for 3 months from the date when it was entered into the system. After 3 months, NEW mover mark is automatically removed (period, how long the item will be new, is agreed at the start of the project with project manager).

• this mark, when there is need, you can assign manually and determine till when the item will be marked as NEW. You will pay attention to this item before sending the order.

• NEW mover, which is included into the order the first time, is highlighted in yellow, that you would pay attention when you send orders.

OUT, NEW marks assigning for item in STOCK-M:

    1) STOCK-M → „Assortment“ → „SKU list“ → Filter: specific item, group of items and etc. -> in the row of selected item in the column OUT put a check mark or click  after marking the required rows.

2)STOCK-M → „Assortment“ → „Inventory“ → Filter: specific item, specific storage place, group of items and etc. -> in the selected item row in the column NEW put a check mark or click  after marking the required rows.

IMPORTANT:

OUT mark placed on one item through all the system. The mark shows that the item is being exported from the assortment:

• In the central warehouse – DTO OUT (item is no longer filled into a central warehouse from an external supplier), in the regional warehouses – DTA OUT (the item is filled into warehouses/regional warehouses/shops, to sell the stock/balance of the item);

• when items/goods, which have the mark OUT, are out of stock in the central warehouse (balance = 0), the system will automatically transfer this item to the DTO status in warehouses/regional warehouses/shops (there are no goods/items to fill warehouses/regional warehouses/shops);

• when goods are out of stock in all storage places (stock/balance = 0),  system automatically transfers the product to the DTO/NM/NA state. State, to which is transfered the product, exported from the assortment, when its balance in all storage places is 0, is agreed with the customer at the beginning of the project !!!

• if the item is delivered directly from the supplier to the regional storage place, then after placing the mark OUT, system transfers the item to the DTO state in all storage places.

NEW mark placed for one item separately in every storage place.

Item (SKU) export from assortment

If there is made  a decision to export an item from the assortment, then the mark OUT must be assigned to the item, (look to: Item (SKU) marks TOP, NON, OUT, NEW).

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Exported item (SKU) returning to assortment

If there is made a decision to return an item back to assortment, which has already been exported from the assortment, you must change the state for that item, from NA to DTA/DTO/NM/ND and the OUT mark MUST be removed and other required parameters must be set (checked).

1. Item (SKU) you will find: STOCK-M → „Assortment“ → „SKU list“ → Filter: specific item, group of items and etc.. 

2. In the window that opens put the mark OUT (see: Items (SKU) marks TOP, NON, OUT, NEW). Save changes

3. STOCK-M → „Assortment“ → „Inventory“ manage states of the items and other parameters (see: Items (SKU) states).

Combining alternative items

When 2 and more goods are analogous "in the eye" of the buyer and it is enough to keep at least one of these items, however there are several similar goods balance, OR a new product replaces an old one and so on. cases - such goods can be combined as alternatives. Then the system will then "see" one main item and the total data (balances, sales, additions) of all alternative items.

Alternative (analogous) goods are combined by a management decision, i.e. alternative items are attached to the main item (for alternative items in STOCK-M is set a single buffer such items balances are summed up. When it is not possible to order the main item, the alternative is ordered):

1. If you want to combine items, the main code and alternative code must be in all STOCK-M active storage places.

2.  STOCK-M → „Assortment“ → „SKU list“ → Filter: specific (the main) item or group of items -> After marking the rows you want, click . 

You can also access into the ALT group window in the SKU card (without leaving the item card):

3. If you need to add an item to the group – click „Add SKU“ in the window that opens and select items, which you want to combine.

4. Choose which code will be "Main" and which SKU parameters (buffer, minbuf, maxbuf, state and service level) should be uploaded on the main SKU. After saving, the details of the main item (except status) will be copied and uploaded on all alternate items. It is not possible to combine ALT items, if the item, whose parameters are being sampled is in NA state through all warehouses.

5. Click „Save“.

6. For combined goods will be summed "movement" data (sales, transfers, balance, additions, PTO), that you will see on near the main item.

7. Orders will always be formed for the main item.

8. When items are combined, the history of all items is summed up and uploaded on the main item, and the history of alternative items is REMOVED IRREVERSIBLY.

9. To edit an existing group: STOCK-M → “Assortment” → “SKU List” → Filter: specific (main) item or group of items → Mark the rows you want and click .  In the window that opens you will see all items, related with the marked item.

10. If the item needs to be connected to already combined alternative items, then click "Add SKU" and select items, which you want to connect.

11. If the item needs to be removed from the alternative items group, then click "Remove SKU". It is possible to remove an item from combined items group, but that item must be an alternative (to remove the main item, you must first make it an alternative and select another item as the main item, before removing it). Once an item has been separated from the group, its history is NOT returned.

12. The status of the alternative item is automatically transferred to "ALT". You see that the item is an alternative in the "Inventory" window, in the column "State". Alternative item's main item is visible in the window "SKU List" or "Inventory", in the column "Main SKU".

13. After disconnecting the alternative item from the connected items, that item will appear among new incompleted cards with buffer 0 and state ND.

14.  When in all storage places state for the main item is changed to NA, then the alternative group of items is "disassembled", i.e. alternative items are disconnected from the main and the state of the alternative items automatically changes to NA.

After setting assortment, these actions are next

1. Supplier parameters are defined/set (see: Supplier settings)

2. Primary item‘s buffers are defined/calculated (see: Item (SKU) settings).

Additional informational columns

1. New indicator  "Days since balance change" .

In all windows, where provided SKU information through the warehouse, included new column with information, how many days the balance doesn't change in a storage place.

New indicator helps you to notice items (without waiting for monthly assortment reports) faster, which "don't move" and to make quicker decisions about exporting from assortment or additional actions for stimulating sales.

Counting of days from the last change of balance started from update installing date (18.07.2018) - recounting is not done in retrospective date.

By default, the column is not displayed, you must select their visibility through the Table settings window to see the column. 

2. Columns in the Inventory window „In Group“ and „Main SKU“

In the Inventory window there are visible columns "Group" and "Main SKU", which helps to analyze alternative group information easier.

By default columns are not showed, if you want to see new added columns, you have to select it‘s visibility through Table settings window. 

3. Display of WTOP and WNON movers.

The Movers mark is assigned as general through the company, however if you want to analyze and observe items, which becasue of the price in one storage place "move" good and in another - not, it is possible to do this in the Inventory window and SKU card. The column "WMovers" - Movers through the warehouseį.