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Administrator 24.1 1 {{toc/}}
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Administrator 34.1 3 == **Systematic change of buffers** ==
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Administrator 34.1 7 The system checks each item every day, if the balance level of that item is not too low / too high.
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Administrator 34.1 9 ~1. After opening the STOCK-M inventory management system, check the system's suggested buffer changes every day: STOCK-M window "Today" → "Buffers to increase" → "Buffers to decrease". After clicking on these notes, you will come to the "Buffers to increase" or "Buffers to decrease" window. You can get in to these windows via STOCK-M → "Buffers".
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Administrator 34.1 11 2. After making changes according system suggestions, in the window „today“ the check mark will appear.
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Administrator 34.1 13 == **Buffers to decrease** ==
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Administrator 34.1 15 ~1. When this window opens, you see a list of items for which the system suggests to decrease buffers, because the balance dominated in the "green zone", i.e. set stock level is too high. For each item in this window, Agree or Disagree with the recommended buffer [[image:NewBuffer.png]].
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Administrator 34.1 21 * If you agree with system-recommended buffer, system automatically assigns a buffer change reason "Buffer change via zone". The system reduces item buffer 33%.
22 * If you disagree with the system-recommended buffer, the previous buffer is left and the system automatically assigns a reason for changing the buffer "Manager disagreed with system's suggestion to change buffer".
23 * These steps can be done for all marked rows massively.
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Administrator 34.1 25 2. **//__!!!RULE: always to decrease the buffer, when it is suggested by Inventory management system STOCK-M, except before the season start.__//**
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Administrator 34.1 27 3. If, for reasons known to you, you do not agree with the system's suggestion to decrease the buffer, then enter the required buffer value in the "New buffer" column → press "Enter" → select the reason for changing the buffer from the list and save the changes.
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Administrator 34.1 29 == **Buffers to increase** ==
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Administrator 34.1 31 ~1. When this window opens, you see a list of items for which the system suggests to increase buffers, because the balance dominated in the "green zone", i.e. set stock level is too low. For each item in this window, Agree or Disagree with the recommended buffer [[image:NewBuffer.png]].
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Administrator 34.1 33 (((
34 * If you agree with system-recommended buffer, system automatically assigns a buffer change reason "Buffer change via zone". The system increases item buffer 33%.
35 * If you disagree with the system-recommended buffer, the previous buffer is left and the system automatically assigns a reason for changing the buffer "Manager disagreed with system's suggestion to change buffer".
36 * These steps can be done for all marked rows massively.
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Administrator 34.1 39 2. **//!!! RULE: always to increase the buffer, when it is suggested by Inventory management system STOCK-M, except when buffer increasing will not help to solve the problem.//**
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Administrator 34.1 41 3. If, for reasons known to you, you do not agree with the system's suggestion to increase the buffer, then enter the required buffer value in the "New buffer" column → press "Enter" → select the reason for changing the buffer from the list and save the changes.
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Administrator 34.1 43 4. !!! You can analyze increase / decrease of the item buffer, offered by the system in the product graph. You can get into the product graph by clicking on the selected item in the row on[[image:grafiko ikonele.PNG]]. The system suggests to increase/decrease buffer according to balance ( [[image:Balance.png]]) dominating in the red/green zone. Balance increase/decrease reasons shows: sale ([[image:Sales.png]]), sales with transfers ([[image:SalesTransfers.png]]), reservation ([[image:Reservation.png]]), supplement ([[image:Supplied.png]]).
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Administrator 34.1 45 **!!!** By analyzing item movement graph, above mentioned curves can be removed and put on again. To do this, click on the desired curve in the graph legend accordingly (all curves are showed by default in the item chart).
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Administrator 34.1 47 == **PROTECTORS of buffers to decrease/increase** ==
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Administrator 34.1 51 ~1. The system suggests to increase / decrease buffers only for DTA items i.e. for those items that must be kept in warehouse.
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Administrator 34.1 53 2. The system starts managing the item buffer only when the balance of the item is within the buffer management zone.
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Administrator 34.1 55 3. Buffer "freeze" period - when item buffer is changed, the system freezes the buffer automatically, for the period, which is specified near the supplier's parameters "RD" or "GD" (see: Suplier settings). That is, until it was not reacted to the buffer increase / decrease after the last buffer adjustment, it is not worth to change the buffer again.
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Administrator 34.1 57 4. System suggests to increase the buffer for an item if the balance dominates in the "red zone", i.e. goods/items may be out of stock.
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Administrator 34.1 59 System suggests to decrease the buffer for the item if the balance dominates in the "green zone", i.e. inventory level of the item have become too high and it will be possible to ensure sales, after decreasing it.
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Administrator 34.1 61 5. System does not suggest to increase the buffer in the storage place, if there is a shortage of goods in the closer chain (for example, in a central warehouse or in a supplier's warehouse, if we have its stock data). Increasing the buffer will not solve the problem, as the item will still not be delivered.
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Administrator 34.1 63 6. System does not suggest to increase the buffer for the item if the balance was/is dominating for a long time in the "red zone" i.e. the item was not filled up to the specified buffer (eg. due to the supplier's unreliability the item is constantly missing or not enough filled and due to the increased buffer the supplier will not start supplying the item anymore).
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Administrator 34.1 65 7. System does not suggest to increase the buffer at the storage place, if there were item product write-offs and write-offs in that storage place. Although the inventory of goods/items at the storage place has decreased, but in reality demand for the goods has not increased, opposite - decreased (discounting, write-offs - is a loss for the company).
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Administrator 34.1 67 8. System does not suggest to increase the buffer in the storage place if the stock is reduced due to a return to the supplier.
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Administrator 34.1 70 == **Questionable buffers** ==
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Administrator 34.1 72 When the demand for an item suddenly changes (decreases / increases), then without waiting while system will suggest to change item buffer systematically, these items can be seen and checked earlier, by using the "Questionable buffers" function.
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Administrator 34.1 74 ~1. The system checks the buffer for each item according sales, i.e. whether the buffer is adequate for sales: STOCK-M → “Buffers” → “Questionable buffers”.
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Administrator 34.1 76 2. The list shows the DTA items, which we suggest to review, if the set buffer is not too small (in the column "Questionable buffers"[[image:raudona rodykle.PNG]]), or not too big (in the column "Questionable buffers" column[[image:zalia rodykle.PNG]]), comparing with sales.
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Administrator 34.1 78 3. A short period of time is analyzed, that it would be possible to notice changes in demand quickly. Decision, whether to change and what to change, - is left for user.
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Administrator 34.1 80 ~!!! Pay attention, for what reason and if for the long period demand of the product has changed. If demand has changed for a long period, then change the product buffer in the Questionable buffer window. If the demand for the product has changed for a short period or you do not know for what reason and for how long the demand has changed, then do not change the buffer.
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Administrator 34.1 82 == **Distribution of Safety buffer to stores from the central warehouse** ==
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Administrator 34.1 84 When distributing balances from the central warehouse to stores / branches, the quantity of the Safety Buffer in the central warehouse is not distributed.
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Administrator 34.1 86 There is possibility to specify Safety buffers, which fall into the distribution of balances to branches / stores. For this purpose 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.
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Administrator 34.1 88 == **Safety buffers with expiration date (SBX)** ==
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Administrator 34.1 90 StockM has 3 security buffers for which expiration dates can be specified - SBX1, SBX2, SBX3. The following Security Buffers can be transferred from the accounting data via exchange file sbx.csv or created / edited / deleted directly in the StockM window: Periods -> Security Buffers. Can be uploaded to StockM via an excel template.
91 Creating a New SBX: Time Intervals -> Safety Buffers -> New.
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Administrator 34.1 93 * Only one active combination is possible at a time: SKU - Warehouse - Type (there are 3 types of safety buffer - SBX1, SBX2, SBX3). If you want to load / create an additional period for the same “SKU - Warehouse”, you need to select another type.
94 * If the combination “SKU - Warehouse - Type” is loaded, which is already active in StockM, it will be changed to the new one.
95 * When loading items to the window Time Intervals -> Safety Buffers -> New, a maximum of 3 items with the same combination “SKU - Warehouse” can be loaded (or copied) simultaneously, as there are 3 types of safety buffers to date.
96 * In the window Time Intervals -> Safety Buffers -> New, it is possible to download the template of Safety Buffers. If there are added items in that window, those items will be added to the downloaded template.
97 * It is possible to load items into the "New safety buffer" window from excel according to the Warehouse code or Warehouse level.
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Administrator 34.1 99 Editing SBX:
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Administrator 34.1 101 * Before the validity of Safety buffer has not started - all fields can be edited: Type, Value, Begin date, End date, Remark to safety buffer.
102 * When the validity of Safety buffer has started but has not expired (or not canceled) - only the fields can be changed: End date, Remark to safety buffer.
103 * When the validity of Safety buffer has expired or has been canceled - no fields can be changed.
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Administrator 34.1 105 Delete SBX:
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Administrator 34.1 107 * If the validity of Safety buffer has started - after deleting the record, today's date is entered in the "Canceled" column and the validity of the safety buffer is suspended (the Safety buffer remains in the history).
108 * If the validity of Safety buffer has not yet started - after deleting the record, it is completely deleted from the table, without even leaving it in the history.
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Administrator 34.1 110 == **Buffer calculation according sales** ==
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Administrator 34.1 112 **//__IT IS RECOMMENDED TO USE ONLY when there is a significant change in demand for the product__//**__ __ (eg. the product has been promoted for a long time) and the current buffer does not match to the real situation, STOCK-M → "Assortment" → "Inventory" → Filter: required item:
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Administrator 34.1 114 ~1. Recalculation of buffers according sales for a selected list of items.
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Administrator 34.1 116 1) if you want to recalculate buffers for the selected list of goods, then mark the desired goods/items, in the window that opens.
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Administrator 34.1 118 * If you want to mark all filtered items, then place a check mark in the headings part.
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Administrator 34.1 120 2) click the button [[image:EditSelected.png]] , after clicking this button new table will appear, where you will open Buffer calculating parameters window, after clicking[[image:kalkuliatoriaus ikonele.PNG]].
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Administrator 34.1 122 [[image:bufer_calc.png]]
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Administrator 34.1 124 In the table that opens, you can choose the calculation type: based on average sales or floating maximum, also calculate the new buffer by a coefficient.
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Administrator 34.1 126 * We recommend to calculate according to average sales, when there is a long delivery time, so that one-time high sales wouldn't distort the value of the calculated buffer;
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Administrator 34.1 128 * we recommend that you calculate according to floating maximum, when there is short delivery time - select the delivery cycle, when there were the biggest sales and add Merfis (if it is specified). Note: The selected time period cannot be less than 1 delivery cycle (RD)**.**
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Administrator 34.1 130 In order to replace the current buffer by a coefficient, enter the coefficient**. **Selection / checkbox “Take into account MOQ” allows you to select to take into account MOQ or not:
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132 * By default, the check mark is placed and the new buffer calculation formula is: New BUF = (BUF - MOQ) * coeff. + MOQ
133 * If the check mark is not placed, new buffer formula is: New BUF = BUF * coeff.
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Administrator 34.1 136 3) after providing the information, click the button "Calculate";
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Administrator 34.1 138 4) select the reason, why do you want to recalculate your buffers according sales. After selecting the reason, click on the button "Save";
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Administrator 34.1 140 5) buffers of items will be automatically changed to calculated values, according to selected parameter.
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Administrator 34.1 142 * When you change the buffer, so after saving action, new message will appear, which will inform you about how many items buffers were changed successfully (eg. 16 from 16 marked were changed).
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Administrator 34.1 144 2. Buffer recalculation according to sales for each item (SKU):
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Administrator 34.1 146 1) if you want to recalculate the buffer for each item separately and want to see before changing, to which buffer it will be changed, click the button .... the system will calculate the buffer according to the selected buffer calculation method and will enter the calculated buffer into the column "New buffer";
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Administrator 34.1 148 2) if you agree with the calculated value, then press "Enter" and the system will change the buffer into the calculated value.
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Administrator 34.1 150 * select the reason, why do you want to recalculate your buffers according sales. After selecting the reason, click on the button "Save".
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Administrator 34.1 152 == **Buffer change according to order** ==
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Administrator 34.1 154 **!!! IMPORTANT:** If you do not agree with the ordered quantity, i.e. for reasons you know, the order quantity of the product, calculated by the system, is either too big or too small, then it is **necessary** to correct/edit not only the order, but the buffer also.
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Administrator 34.1 156 When you turn on the function "Buffer change according to order", change the ordered quantity in a new regular order, the buffer will be adjusted automatically:
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Administrator 34.1 158 * if the change is bigger than 10% of the existing buffer.
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160 if in the new opened order supplier was never changed ("Buffer change according to order" is available only according to the main supplier parameters).
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Administrator 34.1 163 ~1. The function "Buffer change according to order" is valid/available only for those items, that have neither a security buffer nor a PTO. I.e. if the item has a security buffer or PTO set, then function "Change buffer" is inactive.
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Administrator 34.1 165 When a security buffer or PTO is set for an item, the person firstly has to review if these parameters are specified correctly (security buffer, PTO) and change the buffer only if necessary.
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Administrator 34.1 167 // !!! Security buffer and PTO increase ordered quantity.//
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Administrator 34.1 169 2. This function is used at the start of the project, when you start to send your first orders with the STOCK-M inventory management system.
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Administrator 34.1 171 3. There are four options for using the function (this function can be administrated only by project manager):
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Administrator 34.1 173 1) do not use function - buffer unchangeable;
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Administrator 34.1 175 2) use always - the buffer is always adjusted if the order has been changed;
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Administrator 34.1 177 3) Use on separately cases - when you enter a new value in the ordered quantity adjustment window, you must put a check mark on "Change buffer", only then the buffer will be adjusted;
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Administrator 34.1 179 4) do not use on separate cases - when you enter a new value in the order quantity adjustment window, you have to take off a check mark from "Change buffer", only then the buffer will not be adjusted.
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Administrator 34.1 183 After changing the buffer according to ordered quantity, the reason for changing the buffer will be assigned automatically "Buffer changed by changing ordered quantity."
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Administrator 34.1 187 == **Reasons for buffer to change** ==
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Administrator 34.1 189 If you deviate from the system's offer to increase / decrease the buffer, the system asks to enter the reason, why the change has been done: STOCK-M → "Other" → "Reasons"
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Administrator 34.1 191 ~1. If you want to create a new reason, click the button "New".
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Administrator 34.1 193 1) In the window that opens, put the check mark "Active", select type of the reason: "Buffer change ";
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Administrator 34.1 195 2) enter the content of the reason and click "Create".
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Administrator 34.1 197 3) if you want to change the reason, you can do so directly in the reason row.
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Administrator 34.1 199 4) if you want to remove the reason, mark the desired row and click [[image:DeleteSelected.png]] .
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Administrator 34.1 201 2. If you make buffer changes not according to system's suggestion, enter the value of the buffer in the column "New buffer", pressing "Enter" or going to the next row, the system will assign the reason, first from the list, or you have to select the appropriate one. Massive buffer changes are also possible, in such case for all selected rows will be written one buffer value and assigned one, selected reason.
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Administrator 34.1 203 == **Minimal buffer and Maximum buffer** ==
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Administrator 34.1 205 ~1. //__Minimum buffer__// – it is the value to which the buffer can decrease (the buffer cannot be less than MinBuf or MOQ). Used to manage sets when in the storage place should be eg. not less than 4 units, although you can order and sell 1 unit, then after setting MinBuf = 4, the system will keep at least 4 units. These 4 units are not just for “beauty” on the shelf, but also for sales.
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Administrator 34.1 207 **Note:** Item Minimum Buffer is not related to item ordered quantity or order formation frequency.
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Administrator 34.1 209 1) by default MinBuf = 0, but MinBuf can be changed manually.
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Administrator 34.1 211 * // If MinBuf = 0 then the buffer can decrease to MOQ;//
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Administrator 34.1 213 * // If Min.buf> 0, then the buffer can decrease to Min.buf or MOQ, depending on which of it is bigger//.
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Administrator 34.1 215 2) MinBuf is changeable in the product/item card.
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Administrator 34.1 217 2. //__Maximum buffer__// – it is the value up to which the buffer can increase (the buffer cannot be bigger than MaxBuf). MaxBuf can be used when space is limited in the shelf, freezer, storage place, e.g. the freezer can hold up to 100 units, if ordered more, there will be no place to put the goods.
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219 **Note:** Item Maximum Buffer is not related to item ordered quantity or order formation frequency.
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221 1) By default, MaxBuf = 0, so buffer increase is not restricted. MaxBuf can be changed manually (MaxBuf cannot be smaller than MinBuf or MOQ).
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223 2) MaxBuf is changeable in the product card.
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