Wiki source code of ASORTIMENTO VALDYMO TAISYKLĖS

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1 {{toc/}}
2
3 == **Assortment management** ==
4
5 Includes state of DTO / DTA / ND / CD / CD2 / NM / NA / ALT setting, items movement describing marks A, C, OUT, NEW setting and merging of alternative items.
6
7 == **Assortment determinable/changeable** ==
8
9 Assortment is changeable:
10
11 ~1. By starting to manage storage place by DBM.
12
13 2. According system suggestions:
14
15 1) 602-603 reports „NON movers reports“: DTA -> DTO (OUT) or ALT.
16
17 2) 605 report „DTO transfer DTA“: DTO -> DTA.
18
19 3) 630i report „Assortment evaluation/rating“ DTA -> DTO in all sales network or DTO -> in separate sales points.
20
21 (look: //STOCK-M reports description//).
22
23 3. By management decision:
24
25 1) Entered new item/product into the system (look: [[Item SKU settings>>doc:User_Manual.SKU_Settings.WebHome]]);
26
27 2) An item/product removed from the system OUT;
28
29 3) Other reasons.
30
31 == **Assortment control module (control of CAT groups)** ==
32
33
34 Assortment control module is for controlling assortment width (number of items having DTA status)
35
36 1. **Creating a new CAT goup**
37
38 CAT group can be created: StockM -> „OTHERS“ -> „CAT GROUPS“ -> „New“
39
40 [[image:asortimentas1.png]]
41
42 Specify parameters when creating the group:
43
44 * Name – name of the assortment group (mandatory parameter);
45 * Min SKU per WH/Shop – minimum number of SKU in group;
46 * Max SKU per WH/Shop – maximum number of SKU in group;
47 * Max Inventory – the maximum amount of inventory (in cash) of all SKU of that CAT group;
48 * Trial days – is the period to trade in the item without doing assessment/decision, i.e. trial period shows after how many days the program will propose to decide whether to continue to maintain the product on DTA status in the group or to transfer it to DTO (mandatory parameter). Trial period is always calculated from the last change of SKU status or rejection of the proposal. The change of status is recorded only according to a schedule at the end of each day. Rejection of a proposal is recorded by rejecting a proposal to change the status;
49 * Manager – responsible manager (mandatory parameter).
50 * Min SKU per WH/Shop, Max SKU per WH/Shop, Max inventory – these fields can be filled either all or only those that are necessary for the user.
51
52 [[image:asortimentas2.PNG]]
53
54 **2. Assigning the item to a CAT group**
55
56 You can assign an item to a group in the Inventory window: "Assortment"-> "inventory". The same item code can belong to different CAT groups in different warehouses. However, in one warehouse item can only belong to one group.
57
58 The CAT Group column is visible in the Inventory window and on the item card.
59
60 The group can include items of various statuses, but only DTA items are actively involved in the group (the number of them is tracked according to the specified parameters). Items in the group having other statuses are not tracked.
61
62 Only after the specified trial period, the newly added items in the group begin to participate in the assessment/decision if to continue them as DTA items in the group further on.
63
64 **3. Product removal from the assortment**
65
66 For DTA items, the ROI rating is counted during the data exchange. The column is visible in the Inventory window. The items proposed to be removed from the assortment are selected based on this indicator and on specified CAT group parameters. The items are selected according to the lowest ROI rating indicator.
67
68 The window of product removal from the assortment is accessed via the dashboard taskbar or via the menu item: StockM-> Assortment-> "DTA-> DTO".
69
70 [[image:asortimentas3.PNG]]
71
72 It is proposed to change the status from DTA to DTO in the window or to postpone this offer:
73
74 • Press "DTA-> DTO" to change the status;
75
76 • Click "Postpone" if you don't change status now. The proposal to change the status will be postponed to the number of days specified in the CAT group description as the trial period (the trial period counts from the current day).
77
78 The window of the CAT group in the warehouse can be accessed by pressing the icon [[image:image-20200304165856-1.png]]. Here are all the items belonging to one group of the selected warehouse.
79
80 [[image:asortimentas4.PNG]]
81
82 == **Items (SKU) states** ==
83
84 ~1. Concepts:
85
86 **//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.//
87
88 //**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.//
89
90 //**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//.//
91
92 **//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.
93
94 **//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“.
95
96 //**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.//
97
98 //**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.
99
100 //**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.
101
102 2. Connection: DTA and DTO in the system, when items are delivered to the further chain
103
104 (% style="height:179px; width:958px" %)
105 |// //|**//Central warehouse//**|**//Regional warehouses//**
106 |//Items, sold regularly//|//DTA//|//DTA//
107 |//Expensive, slow-selling items//|//DTA//|(((
108 //DTO,//
109
110 //In different storage places DTA (BUFF=1)//
111 )))
112 |//Items, taken out from assortment (OUT)//|//DTO//|//DTA//
113 |//Items, which buyer agree to wait for (DTA sales are not bigger)//|//DTO//|//DTO//
114
115 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**)//.//
116
117 **// //**2)**// !!! For DTO items, the employee forms a special order (see: [[Special Order Formation>>doc:User_Manual.Orders.WebHome||anchor="HSpecialordersformation"]])//**//.//
118
119 3) !!! CD and CD2 orders are formed regularly according to the described rules (see: Cross Docking function).
120
121 3. Assignment of status to the item in STOCK-M:
122
123 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.
124
125 * !!! For primary window opening customized filter *DT, if you need to filter out other state items – specify it in the filter.
126
127 * !!! It is possible to change the status for big number of items (mark the required lines → click [[image:EditSelected.png]] select the required state -> save changes). Selected state will be assigned for all marked items.
128
129 You can also change states in New items window. New Items window is reached via the taskbar or menu item "Buffers" → "New Items"
130
131 //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).//
132
133 == **Weekly fluctuations management** ==
134
135 **Peak coefficients for DTA goods/items.**
136
137
138
139 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.
140
141 By default, this coefficient is equal to 1. Peak coefficients can be entered manually or uploaded via Table L11.
142
143 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).
144
145 Peak coefficient can only be applied if the supply is > = 2 times a week.
146
147 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).
148
149 == **Items (SKU) marks A, C, OUT, NEW** ==
150
151 Concepts:
152
153 //**SYSTEMATIC PARAMETERS**//, set for a single item throughout the system (all storage locations):
154
155 1) __A 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. A mover item is highlighted in green.
156
157 * (((
158 if there is made a decision inside the company other goods (which the system did not count as a A mover) keep as most important (accompanying goods, etc., which will result in lower sales), these items can be manually marked as A mover (but on the first day of the month)
159 )))
160
161 2) __C mover __– systematic parameter, set automatically (once / month, at the beginning of the month). This mark highlight goods that generate 5 % of the company's total turnover during the last 3 months - slow moving goods. These goods are candidates to be exported from the assortment.
162
163 When calculating A / C movers, it is possible to specify the number of months from which the data will be taken for the calculation. The setting is made on a company-wide basis. Contact StockM if necessary.
164
165 3) __OUT mover type:__
166
167 ~1. OUT - mark for the item, which is removed from the range. If the check mark is placed on the OUT Mover mark, the item status automatically changes into DTO, in Central warehouse. After the stock balance ends, item status will become DTO/NM/NA (according to the setting in SM Admin). If we later receive the stock balance or some kind of movement of the NA item into StockM, the status of the item will become ND but mark OUT will remain.
168
169 **~ **2. CLN - mark for the item to be sold out that may be kept in the range further on or included in the range later again. If the check mark is placed on the CLN mark, the item status automatically changes into DTO, in Central warehouse. After the stock balance ends, the mark CLN will be automatically removed, the final status of the item remains as specified in the SM Admin. 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.
170
171 Until now, the final state of the OUT type (OUT / CLN) could be specified as one that was valid for both OUT and CLN.
172
173 These settings are now separated. The final states of the OUT types can be specified separately for the OUT mark and separately for the CLN. By default, the DTO status is assigned to CLN mark.
174
175 Contact StockM if necessary to replace.
176
177 //**PARAMETERS**//, set per item separately for each storage place.
178
179 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).
180
181 * 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.
182
183 * NEW mover, which is included into the order the first time, is highlighted in yellow, that you would pay attention when you send order
184
185 It is possible to set the method for assigning the New mover mark. In the SM Admin module you can choose:
186
187 * how many days after the product card is created in the warehouse it is considered as new (NEW) or
188 * how many delivery periods (OLT - order lead time) of the item / order it must be considered with the NEW mover mark.
189
190 The setting can only be made on a company-wide basis.
191
192 //**OUT type, NEW marks**// assigning for item in StockM:
193
194 1) StockM → „Assortment“ → „SKU list“ → Filter: specific item, group of items and etc. -> in the row of selected item in the column OUT type select type or click [[image:EditSelected.png]] after marking the required rows.
195
196 (% style="letter-spacing:0.1px" %) 2)StockM → „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 [[image:EditSelected.png]] after marking the required rows.
197
198 **//IMPORTANT(% style="letter-spacing:0.1px" %)~://(%%)**
199
200 **//OUT type is //placed on one item through all the system**. **Type shows that the item is being removed from the assortment (OUT) or sold out (CLN).**
201
202 **OUT:**
203
204 * 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);
205
206 * 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);
207
208 * 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 !!!**
209
210 * 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.
211
212 **~ Assignment of OUT type to items with ALT status.**
213
214 For alternative items (ALT) may be specified:
215
216 * The type OUT for a product that is taken out of the range.
217
218 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.
219
220 * The type CLN for product on sale, which may be in the range in the future.
221
222 When the ALT product is out of stock in all warehouses, the item is dropped from the group and the status DTO is assigned.
223
224 For ALT items, the OUT type can be assigned:
225
226 * 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);
227 * by uploading it via SM Admin, via template to merge ALT items: Actions -> Merge ALT groups.
228
229 In the column “OUT type” next to the item it is necessary to indicate:
230
231 * “1” to assign OUT to the item;
232 * “2” if CLN
233 * “0” to remove the assigned type
234
235 **CLN**:
236
237 * 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.
238 * 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.
239
240 **//NEW mark//** is placed for one item separately in every storage place.
241
242 == **Item (SKU) export from assortment** ==
243
244
245
246 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)>>WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW"]].
247
248 .
249
250 == **Exported item (SKU) returning to assortment** ==
251
252
253
254 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).
255
256 ~1. Item (SKU) you will find: STOCK-M → „Assortment“ → „SKU list“ → Filter: specific item, group of items and etc..
257
258
259 2. In the window that opens put the mark OUT (see: [[Items (SKU) marks TOP, NON, OUT, NEW>>WebHome||anchor="HItems28SKU29marksTOP2CNON2COUT2CNEW"]]). Save changes
260
261 (% style="letter-spacing:0.1px" %)3. STOCK-M → „Assortment“ → „Inventory“ manage states of the items and other parameters (see: [[Items (SKU) states>>WebHome||anchor="HItems28SKU29states"]]).
262
263 == **Combining alternative items** ==
264
265
266
267 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.
268
269 Alternative (analogous) goods are combined by a management decision, i.e. alternative items are attached to the main item (for alternative items in StockM 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):
270
271 ~1. If you want to combine items, the main code and alternative code must be in all StockM active storage places.
272
273 2. StockM → „Assortment“ → „SKU list“ → Filter: specific (the main) item or group of items -> After marking the rows you want, click [[image:EditAltGroup.png]].
274
275 You can also access into the ALT group window in the SKU card (without leaving the item card): [[image:EditAltGroup2.png]]
276
277 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.
278
279 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. The main and alternative items codes must be available at all storage locations.
280
281 [[image:34_NewSkuGroup.png]]
282
283 5. A warning has been made in the confirmation window of combining when saving settings that both main and alternative items will be distributed through the warehouses. Distribution takes place through all warehouses containing at least one product involved in the ALT combination. The message after combining of items will show how many new items (SKU) cards have been created through the warehouses.
284
285 ALT items cannot be combined if the item whose parameters we are taking has NA status across all warehouses.
286
287 6. After saving, the data of the alternative items (excluding the status) will be copied and added to the main item. More specifically, “movement” data (sales, transfers, balance, replenishments, PTO) that you see next to the main item will be summed of the combined items.
288
289 7. Mass combining into groups of alternative items (ALT) is available. 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.
290
291 [[image:20200918.jpg]]
292
293 * Main SKU code: SKU code of the main item in the group. 
294 * Parameters SKU code: SKU code of the item, which parameters will be assigned to the main SKU.
295 * 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.
296
297 If a new group is being combined, do not specify anything in this field.
298
299 * Alt SKU code: SKU code of alternative item
300
301 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.
302
303 The completed table needs to be imported into StockM.
304
305 8. Orders will always be formed for the main item.
306
307 9. 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.**
308
309 10. To edit an existing group: StockM → “Assortment” → “SKU List” → Filter: specific (main) item or group of items → Mark the rows you want and click [[image:EditAltGroup2.png]]. In the window that opens you will see all items, related with the marked item.
310
311 ~11. If the item needs to be connected to already combined alternative items, then click "Add SKU" and select items, which you want to connect.
312
313 12. 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.**
314
315 13. 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".
316
317 14.  When items are merged in the ALT group, if at least one item in the group has TOP movers mark, immediately after the merge the TOP movers mark will be assigned to the main SKU of that group (only the TOP movers mark is checked)
318
319 (% style="letter-spacing:0.1px" %)15. After disconnecting the alternative item from the connected items, that item will appear among new incompleted cards with buffer 0 and state ND.
320
321 16. 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.
322
323 17. For alternative items (ALT) may be specified:
324
325 * The type OUT for a product that is taken out of the range.
326
327 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.
328
329 * The type CLN for product on sale, which may be in the range in the future.
330
331 When the ALT product is out of stock in all warehouses, the item is dropped from the group and the status DTO is assigned.
332
333 18. For ALT items, the OUT type can be assigned:
334
335 * 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);
336 * by uploading it via SM Admin, via template to merge ALT items: Actions -> Merge ALT groups.
337
338 19. In the column “OUT type” next to the item it is necessary to indicate:
339
340 * “1” to assign OUT to the item;
341 * “2” if CLN
342 * “0” to remove the assigned type
343
344 20.  Combining of alternative items: assigned parameters includes promotions and periods.
345
346 If the item whose parameters are assigned to the main item by combining alternative items, participated, participates or will participate in promotions/period that not started yet, these parameters (including history) of this item are assigned to main the item as well.
347
348 == **After setting assortment, these actions are next** ==
349
350
351 ~1. Supplier parameters are defined/set (see: [[Supplier settings>>doc:User_Manual.Suppliers.WebHome]])
352
353 2. Primary item‘s buffers are defined/calculated (see: [[Item (SKU) settings>>doc:User_Manual.SKU_Settings.WebHome]]).
354
355 == **Additional informational columns** ==
356
357
358
359 **~1. New indicator "Days since balance change" .**
360
361
362
363 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.
364
365 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.
366
367 Counting of days from the last change of balance started from update installing date (18.07.2018) - recounting is not done in retrospective date.
368
369 By default, the column is not displayed, you must select their visibility through the Table settings window to see the column.
370
371 [[image:35_NoBalanceChange.png]]
372
373 **2. Columns in the Inventory window „In Group“ and „Main SKU“**
374
375
376
377 In the Inventory window there are visible columns "Group" and "Main SKU", which helps to analyze alternative group information easier.
378
379 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.
380
381 [[image:36_InGroupmainSku.png]]
382
383 **3. Display of Warehouse A and C movers**.
384
385 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 "LocABC" - Movers through the warehouse. If the item is new, you will see "New" in the "LocABC" column (if the "New to" date has not passed yet).
386
387 **4. The column "Next delivery".**
388
389 This column is visible in the Inventory, Suppliers Schedule windows and on the product card.
390
391 If the item is the same time in a several orders, the nearest expected delivery date is displayed.
392
393 p.s. if you don't see the column, open it through the column selection.
394
395
396 == Module of perishable items (PER2) ==
397
398 StockM's module for perishable items (hereinafter PER2) is designed to manage goods and raw materials (hereinafter SKU), which overstock quantities have to be written off as loss relatively quickly due to:
399
400 * significant but recurring variations of demand during the week;
401 * due to the influence of similar items sales (cannibalism).
402
403 **It is an additional optional module and has an extra cost. This module is activated by StockM team only for the entire STOCKM program.**
404
405 SKUs whose supply is managed by this module must meet the following criteria:
406
407 * the number of orders during the SKU validity period does not exceed the set limit;
408 * SKU is replenished at least twice a week;
409 * SKU can have similar competing SKUs, whose sales promotion affects its own demand;
410 * weekly ordering schedule;
411 * the status of the item must be DTA. If status of item in item group is not DTA, PER2 module will manage only SKUs with status DTA;
412 * SKU validity must be specified.
413
414 **Initial settings – grouping.**
415
416 1. There must be indicated a limit on the number of orders during the SKU's validity period. It can only be entered by the StockM team (SM Admin setting). The setting is company-wide.
417 1. There must be indicated period of validity for the SKU.
418 1. A validity time threshold for balance validity evaluation must be specified. It can only be entered by the StockM team (SM Admin setting). The setting is company-wide.
419
420 StockM will automatically assign or will not assign the PER2 management method.
421
422 4. For related (similar, competing) SKUs, the PER2 group is described: StockM >> Menu >> Other >> SKU groups >> New.
423
424 If you want to manage a group immediately, specify an activity at once.
425
426 The group type “Perishable goods” is assigned at the company level.
427
428 The daily recalculation of estimated week sales (EWS) or item sales share (ISS) should be selected later if necessary.
429
430 The demand flexibility coefficient needs to be specified for the group (“Coefficient” column).
431
432 [[image:image-20220309153006-1.png]]
433
434 The coefficient take part in managment, when there are „items cannibals“  in a group, only during promotion.
435
436 We named „Cannibals“ such items, which „takes away“ sales from each other during promotion. The coefficient can also be called the "take away" coefficient (<1), which shows how much the quantity to order of the item, which doesn’t take a part in promotion, will decrease:
437
438 * 0 – indicates that there is no “cannibalism”;
439 * 1 - cannibalism 100%, i.e. if there are 2 items in the group and apply a promotion for one of them, - it takes all the sales of the other item;
440 * E.g: 0.5. If sales increase by 10 pcs, then by entering a coefficient 0.5 - sales of item, which does not take a part in a promotion, will decrease for 5 pcs (50%).
441
442 Select the coefficient of Cannibalism according to the **Cannibalism setting procedure**.
443
444 [[image:image-20220630093852-1.png||height="368" width="510"]]
445
446 5. When a group is created, the SKUs belonging to that group must be specified. This can be done by assigning one of the created groups to the SKU in the windows:
447
448 a) StockM >> Assortment >> SKU list >> SKU group;
449
450 b) StockM >> Assortment >> Inventory >> SKU card >> SKU in the company >> SKU group,
451
452 **Management**
453
454 1. In the “Perishable items card” window (StockM >> Other >> SKU groups >> Edit selected group (pencil) >> Perishable goods card), in the list on the left, after selecting the warehouse (below No. [1]), the right side contains the items information of the group of the selected warehouse:
455
456 [[image:image-20220309153519-2.png]]
457
458 * For each group, in each warehouse must be:
459
460 1)  Entered or calculated by system:
461
462 * Estimated week sales, in quantities (EWS). These are the seven estimated sales of days of a week. Shows the percentage of sales for each day from weekly sales.
463 * Item sale share, % (ISS) - shows the percentage of item from weekly sales of group.
464
465 (e.g. No. 2)
466
467 In the field "Estimated week sales" (e.g. No. 3) - the amount, obtained by suming all estimated week day sales. (e.g. No. 5).
468
469 2) Chosen method of management:
470
471 * Automatically by write-offs and lost sales
472 * Automatically by sales
473 * Manually
474
475 (e.g. No. 2)
476
477 When the management method "Auto by write-offs and lost sales" is selected, the system follows and changes the EWS and ISS depending on the result.
478
479 When the management method "Auto by sales” is selected, the system does a weekly recalculation. It is possible to turn on daily EWS and ISS recalculation for this method of management by putting a check mark in the appropriate column in the list of SKU group.
480
481 If you select manual management, the system does not change the EWS and ISS automatically, but give the recommendations for users, defined in red in example (e.g. No 8)
482
483 [[image:image-20220309154649-3.png]]
484
485 When you hover the mouse on the defined field (e.g. No. 8), an explanation of the result is displayed.
486
487 2. In order for the system to calculate EWS and ISS at the time of the first setting or if they need to be recalculated later, click „Calculate this warehouse“ (e.g. No 4).
488
489 In the table that appears, select "All warehouses" (3) to recalculate the values
490
491 for all warehouses at once.
492
493 For the newly created group it is necessary to calculate both values - EWS and
494
495 ISS (1 and 2).
496
497 Calculation is based on the average sales for the last 4 weeks of the relevant day of the week: E.g.: the sales of Monday group are calculated based on the average of the last 4 Mondays sales.
498
499 [[image:image-20220309154804-4.png]]
500
501 3. Below in the same window is a table with the items list of group in the selected warehouse, where shown the share of the item in a group and overstock/lost sales matrix (e.g. No. 6)
502
503 You can manually edit Item sales share (ISS). After changing the value, click „Calculate Item sales share % (ISS) (e.g. No.7). Then the system will change the ISS values of other items from the group so, that their sum would be 100 %.
504
505 **Supportive settings – reaction to variation of demand.**
506
507 The "Lost Sales and Write-Off Days" columns show the total results for the last 4 weeks on weekdays:
508
509 E.g.
510
511 • 4 - indicates that there was shortage of items (lost sales) of the items 4 times in 4 weeks on a specific day (black color);
512
513 • 0 – thus, the balance (of lost sales and write offs) at the end of the day was 0;
514
515 • 1 - indicates that there was an overstock (write offs) 1 time in 4 weeks on a specific day (blue color)
516
517 [[image:image-20220309155739-5.png]]
518
519 The column „Since last ISS change“ shows the result within the specified number of days – the number in the black shows how many days the item was missing; the number in the blue shows how many cases of write - offs of the item was.
520
521 [[image:image-20220309155923-6.png]]
522
523 When managing "Auto by sales”, the system weekly automatically recalculate EWS and ISS, unless otherwise specified.
524
525 When managing "Auto by write-offs and lost sales", the system automatically change EWS and ISS acording the result.
526
527 When managing manually then character of dominance of lost sales and write-offs need to be valued (or recalculated):
528
529 1. If colums dominates, the value of EWS whould be reviewed and corrected:
530
531 * If dominates black (zero inventory) everywhere – increase the value of EWS;
532 * If dominates blue (write-offs) – reduce the value of EWS.
533 * If blue (or black) dominates on certain days of the week - decrease (or increase) the value of that day or recalculate the value;
534
535 2.  If dominates in rows – correct ISS value:
536
537 * If blue (or black) dominates for certain SKU throughout the week, decrease (or increase) the ISS for that SKU.
538
539 Managing manually, the system provides recommendations to the user to change the values, taking into account the dominant character of lost sales and write-offs of items, as it is shown in example (e.g. No.8).
540
541 If you agree – press the sign of arrow and system will change the value to the one specified.
542
543 If you agree with all suggestions – press „Accept Recommended EWS“ (e.g. No.9).
544
545 Similarly, the system provides recommendations on ISS changes.
546
547 The system shows the last EWS and ISS date of change (e.g. No.10).  Hovering a mouse on it, system shows, when will be another change of values.
548
549 **Promotions**
550
551 During promotions, the system calculates the promotion quantity for the item, the ISS of such item is frozen, the system does not change it.
552
553 While the promotion is running for an item, the date is displayed in the Promotion date field (e.g. No. 10). At the end of the promotion, the end date of the last promotion - the last day of freezing - is displayed in the field.
554
555 **Orders of items.**
556
557 * During each order formation the buffer of item is calculated, which consists of estimated sales of item for the period from the day of arrival of the formering order to the day of arrival of the next order, taking in to account the share of the item's sales in group (EWS * ISS = BUF);
558
559 * It is allowed buffer to become lower than MOQ. Rounding is based on the accuracy of the unit of measurement;
560 * For perishable items, the balance is not evaluated in the order, if the items of the last order are no longer valid, when the formed / sent order will arrive;
561 * Even if the order is not counted, the system orders 1 MOQ;
562 * Perishable items are included in the order together with the other items, if a general order formation schedule is provided.
563
564
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XWiki Enterprise 11.10.2 - Documentation