Hide last authors
Administrator 11.1 1 Daily reports  of exchange data ( "Data import" ) and orders ("New Order") you can see in StockM window on dashboard and also via menu:
Administrator 1.1 2
Administrator 11.1 3 • Taskbar -> Data import.  In this window you see information about the renewal of warehouses (you have seen such information in the Data import letter till now);
Administrator 1.1 4
Administrator 11.1 5 • Taskbar -> Orders created. In this window you see a list of orders that should have been created (according to schedule and demand) but not created.
Administrator 7.1 6
Administrator 11.1 7 If data exchange occurred successfully – you can work with StockM.
Administrator 7.1 8
Administrator 11.1 9 When you login to the system, during data exchange, you can see notification “It is recommended not to work, data exchange is in process”.
Administrator 1.1 10
Administrator 11.1 11 == **„Today“ – Tasks and indicators** ==
Administrator 1.1 12
Administrator 11.1 13 Every user, who login to StockM see his tasks and indicators. Every user every day in dashboard have to check and complete these tasks till specified time (recommended to do during the first part of the day). For virtual user „Unassigned manager“ assigned items cards and orders, which is unclear who belongs to (for which manager) – it is possible to review his tasks by selecting menu item: Taskbar ~-~->  ALL USERS TASKS.
Administrator 1.1 14
Administrator 11.1 15 1.** **There is a list of daily tasks on the left side of the window (while job is not done – you can see orange numbers or exclamation point near it):
Administrator 1.1 16
Administrator 11.1 17 1) __Data exchange.__ Contact system administrator urgently – we recommend to start to work with the system only when data will be renewed successfully. Some part of data might be renewed, then we recommend to work with those storage places, where data were renewed (information, which storage places were renewed, you see in e-mail “Data import OK/Error/Warning).
Administrator 1.1 18
Administrator 11.1 19 2) __Orders created __- orders were not created according to set orders formation schedule. Part of orders can be created. Usually the main reason of not created/partly created orders – not renewed data or it is not enough of balance in central storage place to fill regional storage places (information, in which storage places orders were not created/partly created, you see in e-mail “Orders import OK/Error/Warning). If there is another reason why orders were not created, contact system administrator.
Administrator 1.1 20
Administrator 11.1 21 3) __New orders__ (e.g. 10) – according schedule new orders are created, but not sent to suppliers. If you click this note, it will take you to the window, where you will be able to manage and send orders.
Administrator 1.1 22
Administrator 11.1 23 4) __Orders sending error__ (e.g. 2) – it means that orders did not reach receivers (e-mail with order could not be send from mail server). In this case near placed order appears “red envelope”, you need to click on it with the mouse and order will be sent again (when order is sent successfully, a “green envelope” appears near placed order). While order is in shipment process/on the way – “yellow envelope” appears near order. If its color doesn’t change longer than 1 minute – contact system administrator.
Administrator 1.1 24
Administrator 11.1 25 5) __Delayed orders __(e.g. 3) – there are 3 orders on the way, which didn’t come to specified date. You will open placed orders and delayed orders window, by clicking this note. If orders didn’t come yet, write new coming date.
Administrator 1.1 26
Administrator 11.1 27 6)__ Unconfirmed orders __(e.g. 2) - it means there are 2 unconfirmed supplier orders. In supplier card section “Order data” there is setting „Supplier has to confirm the order in xxx days” – number of days, during which supplier has to confirm the order. By default – 0, it means that additional confirmation from supplier is not necessary. When the number of days, which are specified in supplier card, pass, after the order has been shipped – order is included into the list of delayed to confirm.
Administrator 1.1 28
Administrator 11.1 29 There is a checkbox inside placed order:
Administrator 1.1 30
Administrator 11.1 31 [[image:vv_EN.png]]
Administrator 1.1 32
Administrator 11.1 33 · You can put a check mark inside the coming order and in the order list.
Administrator 1.1 34
Administrator 11.1 35 · The field is visible among orders also, but not under the editorship.
Administrator 1.1 36
Administrator 11.1 37 7)__ Uncompleted SKU data__ (e.g. 20) – there are 20 new or “recovered” items, which belong to manager. When you click on this name, you will enter into new items buffer window, where you need to fill missing data of new or “recovered” items.
Administrator 1.1 38
Administrator 11.1 39 8) __Buffers to decrease__ (e.g. 5) – (% lang="EN-US" style="font-family:~"Calibri~",sans-serif; font-size:11.0pt; line-height:107%; mso-ansi-language:EN-US; mso-ascii-theme-font:minor-latin; mso-bidi-font-family:~"Times New Roman~"; mso-bidi-language:AR-SA; mso-bidi-theme-font:minor-bidi; mso-fareast-font-family:Calibri; mso-fareast-language:EN-US; mso-fareast-theme-font:minor-latin; mso-hansi-theme-font:minor-latin" %)system suggests to decrease buffers for 5 items, because stock level is too big. After clicking on this inscription, you will go to buffers to decrease window, where you need to reduce the product buffers(%%).
Administrator 1.1 40
Administrator 11.1 41 9)__ Buffers to increase__ (e.g. 10) – system suggests to increase buffers for 10 items, because stock level is too low, items might be in lack or already are in lack. After clicking on this inscription, you will go to buffers to increase window, where you need to increase the product buffers.
Administrator 1.1 42
Administrator 11.1 43 10)__ Warnings__ - these are critical system errors that need to be corrected, otherwise will be formed incorrect orders / orders will not be formed, etc. You can see such errors through Taskbar → Warnings → Critical warnings.
Administrator 1.1 44
Administrator 11.1 45 2. The timer below the tasks list shows how much time left to finish daily tasks (for example, up to 4 p.m.). After 4 p.m. your manager will get an e-mail, informing which tasks have been done, which not.
Administrator 1.1 46
Administrator 11.1 47 3.**  **On the right side of the window there are the indicators of the situation in the company (or what is the situation with items of individual manager):
Administrator 1.1 48
Administrator 11.1 49 1) __A movers, New SKU. Period items__ – the graphs show what is the situation today with these items (DTA items, they have to be in the storage place), i.e. in which buffer zone is the balance. When you move the mouse on each color, you will see how many item names are in each part of the buffer zone.
Administrator 1.1 50
Administrator 11.1 51 * Black color shows how many item names are missing today. Clicking on this part of the graph will bring you to the "Assortment" window, where you will see only the missing items.
52 * Blue color shows how many item names are in surplus today. Clicking on this part of the graph will bring you to the "Assortment" window, where you will see only surplus items.
53 * Red color shows how many item names are in risk zone today. Clicking on this part of the graph will bring you to the "Assortment" window, where you will see only these items, which can quickly run out.
54 * Yellow color shows how many item names are in the optimum zone today. Clicking on this part of the graph will bring you to the "Assortment" window, where you will see only these items, which balance is optimal.
55 * Green color shows how many item names are almost full buffer. Clicking on this part of the graph will bring you to the "Assortment" window, where you will see only these items, that have a full/almost full buffer.
Administrator 1.1 56
Administrator 11.1 57 Look to these items, especially pay attention to black items: if orders are made for them, if orders are not made – can you order these items earlier, without waiting for supplying schedule time?
Administrator 1.1 58
59
Administrator 11.1 60 2) __Overstock (currency from customer accounting)__– what is the percentage of surplus stocks in all company (or individual manager) stocks, (weekly rate);
Administrator 1.1 61
Administrator 11.1 62 3) __Lost sales (currency from customer accounting)__ – what is the percentage of lost sales from all company (or individual manager) items turnover (weekly rate).
Administrator 1.1 63
Administrator 11.1 64 4) __Turnover (d.) __– shows for how many days there are all company stock (or individual manager) in storage places (weekly rate).
Administrator 1.1 65
Administrator 11.1 66 5) __Orders today__ – provided list shows how many lines in orders were sent without any correction (by system), how many lines have not been sent yet, how many lines have been sent with corrections, and how many lines have been canceled.
Administrator 1.1 67
Administrator 11.1 68 6) __Order reasons__ – provided list shows for what reasons ordering quantities were changed, items removed from orders. There are given 5 the most common reasons and how many times they were chosen to correct ordered quantity.
Administrator 1.1 69
Administrator 11.1 70 Do not forget to press the button [[image:refresh new.PNG]] , when you check window "Today". When you click on it, part of rates will be renewed (A group, New SKU, SKU's in promo/seasons items and order line information).
Administrator 1.1 71
Administrator 11.1 72 User Taskbar updates automatically - you don't need to update it.
Administrator 1.1 73
Administrator 11.1 74 [[image:4.jpg]]
Administrator 1.1 75
76
77 ----
This wiki is licensed under a Creative Commons 2.0 license
XWiki Enterprise 11.10.2 - Documentation