Show last authors
1 {{toc/}}
2
3 == (% style="font-family:inherit; letter-spacing:0.1px" %)**Units of measure**(%%) ==
4
5 This parameter is most often renewed from the client's accounting program. If the units of measure are not renewed, then you have to describe and assign them to StockM: Lists → Dimension.
6
7 ~1. In the window that opens click the button „New“:
8
9 [[image:55_Dimension.png]]
10
11 1) __Name__ – enter the name of unit of measurement (short name of dimension, eg.: unit or kg).
12
13 2) __Precision__ – entered number shows how many numbers after the comma is showed (0 – whole number/integer). According this setting order quantity, buffer is rounded/not rounded.
14
15 2. Assign the unit of measure to the item - see: [[Item (SKU) settings>>doc:User_Manual.SKU_Settings.WebHome]]
16
17 3. If you want to correct unit of measure: Lists -> Dimension – correct the dimension straight in the list.
18
19 4. If you want to remove the dimension (unit of measure): Lists -> Dimension – mark the row of dimension and click the button [[image:DeleteSelected.png]]. You can delete only these dimensions, which are not assigned to any item.
20
21 == **Suppliers units of measure (conversion of units of measure) ** ==
22
23 When a unit of measure of the supplier differs from the customer's unit of measure, it is possible to save the conversion of units of measure together with the rest parameters of the item in the supplier system.  According to it the quantity in the supplier units of measure will be calculated. To do this, you must specify the conversion coefficient and its type: multiplier [[image:daugiklis.png]] or divider [[image:daliklis.png]], that is of how many supplier units consists 1 unit of the customer, or how many customer units are included in 1 unit of measure of the supplier.
24
25 Examples:
26
27 * Quantity in StockM is controlled by bottles, but it is necessary to place an order to the supplier by liters. One bottle contains 1.5 L, in which case the coefficient = 1.5 should be specified and the conversion type is a multiplier.
28
29 If StockM program offers to order 10 pieces, then according to the units of measure of supplier 10pcs. * 1.5 L = 15l.
30
31 * Quantity in StockM is controlled by units, but it is necessary to place an order to the supplier by boxes. One box contains 10pcs. in which case coefficient = 10 should be specified and the conversion type is a divider.
32
33 If StockM program offers to order 60 pieces, then according to the units of measure of supplier 60pcs. / 10pcs. = 6 boxes
34
35 **Conversion of unit of measure you can set **for an item in the Supplier Information window: Suppliers info → Supplier SKU info.
36
37 [[image:20200915.png||height="102" width="1403"]]
38
39 ~1. In the opened column „SKU dimension in supplier ERP“ select unit of measurement, if you don‘t find it, so create it (see: [[Units of measure>>http://wiki.stockm.info/bin/view/User_Manual/Other/#HMeasurementunits]]).
40
41 2. In the "Conversion type (multiplier/divider)" column, specify whether the conversion type is a multiplier or divider.
42
43 3. Enter the coefficient in the column „Dimension conversion ratio“ – it is the number, by which after multiplying or dividing StockM units, we will get supplier's unit. (SKU dimension in suppliers system is calculated according the formulas:
44
45 * Supplier's unit = StockM unit of measure * Supplier's unit multiplier OR
46 * Supplier's unit = StockM unit of measure / Supplier's unit divider.
47
48 4.** **If there is set conversion of unit of measure for the item, in StockM new order you can see ordered quantity in StockM unit of measure (column "Quantity") and the supplier unit of measure (column "Quantity" (Supplier Units) ). In the order, sent to the supplier, will be specified quantity by supplier units of measure.
49
50 5. If the same item can be supplied from several alternative suppliers and is ordered in different units of measure, so for each supplier must be assigned a conversion of unit of measure.
51
52 6. You can do edit in one row or edit selected rows.
53
54 7. In the supplier information window you can also enter the SKU code in the supplier system and the name in the supplier system. These values you can also enter during data exchange (via skubody.csv faile), if it is agreed at the beginning of the project.
55
56 **I**t is possible to transfer information of the Supplier supplied items (SKU) to StockM during data exchange using new file supplier_SKU.csv.
57
58 Information transferred to StockM via file is:
59
60 * supplier code;
61 * item code (SKU);
62 * SKU code in the supplier's ERP;
63 * SKU name in supplier's ERP;
64 * SKU unit of measure (dimension) is the supplier's ERP;
65 * Supplier's minimum ordered quantity - MOQ (by supplier's unit of measure (dimension));
66 * Quantity of Supplier's minimum unbreakable packaging - USQ (by supplier's unit of measure (dimension));
67 * Conversion ratio to the supplier's unit of measure (dimension);
68 * Supplier's purchase price - the price offered by the supplier without VAT per one unit of measurement (dimension) of the supplier, in the base currency. If there is no offer, 0 is displayed;
69 * Supplier's balance - the free quantity of item in the supplier's warehouse in the supplier's units of measure (dimension).
70
71 == **Currency setting** ==
72
73
74
75 When orders for the suppliers are sent to different countries, it is useful and necessary to see the orders in currencies, which is used by the supplier. For example, see in what amount (in monetary amount) a new order has formed, or while describing the terms of supplier optimization monetary amount.
76
77 If you want to select the currency, firstly need to describe it.
78
79
80 ~1. In menu point Lists select Currency. Create the desired currency in this menu point, by which you see order amount in money, which is formed for supplier (currency is assigned for each supplier in supplier card, see: [[Supplier settings>>doc:User_Manual.Suppliers.WebHome]]).
81
82 [[image:57_Currency.png]]
83
84 2. In the table that opens enter/write:
85
86 1) Name – name of the currency, which you want to enter (eg. Eur, USD);
87
88 2) Rate – rate of exchange with the main currency.
89
90 3) Code – short name (abbreviation) of the desired currency (eg. Eur, USD). If you want that rate of exchange would be renewed automatically, so abbreviation of currency must match with Lithuania Bank abbreciation of currency.
91
92 3(% style="letter-spacing:0.1px" %). If you want to adjust the settings for a particular currency, you can do this on the list row. Adjustments are allowed for Title and Course.
93
94 4(% style="letter-spacing:0.1px" %). If you want the rate of exchange would update regularly according the LB official rate - additional settings are required in the SM Admin section. Contact your project manager for settings.
95
96 == **Orders (lines) change/cancellation and reasons of buffer change creation** ==
97
98 When editing a new order or changing the buffer, the system asks you to choose the reason for the edit. You need to create a reason before you can choose it.
99
100 ~1. In menu point Lists select Reasons.
101
102 [[image:58_Reasons.png]]
103
104 2. In the window that opens you see already created reasons. If you need to create new, click [[image:new.png]].
105
106 3. In the table that opens, select:
107
108 1) Activity of reason;
109
110 2) Type of reason: editing and deleting a new order (send) or change of buffer;
111
112 3) Enter the content of the reason;
113
114 4) Click „Create“.
115
116 4. If you want to edit already entered reason, this you can do just in the desired row.
117
118 == **Search in the Order window** ==
119
120 In all Order windows (New orders, Placed orders, Sent orders history) a quick filter / search input field "Quick filter" has been created.
121
122 * The filter / search works immediately with each character entry.
123 * The filter / search works from all columns.
124 * If at least one character is entered in the filter / search field, the edges of the field are marked by a green line (filter active) and at the same time all buttons in the order window are switched off (gray color). In other words, as long as the filter is active, the information is filtered in the window - a visible part of the order is only visible and no actions with order can be saved, sent, etc.
125
126 [[image:20200917_a.png]]
127
128 == **Report "Buffer dynamics"** ==
129
130 ~1. A report, showing how many and in what status there are item names in every storage place: Reports → Buffer Dynamics (data is collected and recorded daily).
131
132 2. This report shows daily situation of DTA goods (goods that must be in storage place), also it is possible to see the status of DTO and NM goods.
133
134 3. The reservation is evaluated in teh report, and the reserved quantity will be evaluated as sold. (for example: if the balance of the item is 100 pieces and the entire balance is reserved, the system will think that the item is sold and he item will enter the black zone in "Buffer status" report).
135
136 4. The report allows you to select by what "incision" you want to see goods situation daily: in whole company (how many names of DTA are missing, how many are at risk, what is optimal quantity, what is the right level of inventory, how many is DTO and NM goods), separately at each storage place, by selected supplier, by manufacturer, by group, by user.
137
138 5. When you take the mouse over the graph, you see the date and the number of items, which is on the selected day.
139
140 6. Meanings of colors:
141
142 [[image:OutOfStock.png]] – items are not at the storage place (the balance of item compose <=3% of set item buffer).
143
144 [[image:Risky.png]] – the balance of item is risky low at the storage place (the balance of item compose 4-33% of set item buffer)..
145
146 [[image:Optimal.png]] – the balance of item is optimal (the balance of item compose 34-66% of set item buffer).
147
148 [[image:Safe.png]] – the balance of item is safe (the balance of item compose 67-100% of set item buffer).
149
150 [[image:Overstock.png]]– the balance of item is safe (the balance of item compose 67-100% of set item buffer).
151
152 [[image:DTO.PNG]] - quantity of items, which has DTO state (the balance is not estimated).
153
154 [[image:NM.PNG]]- quantity of items, which has NM state (the balance is not estimated).
155
156 == **Report „Inventory dynamics“** ==
157
158 ~1. Report, which shows the situation (in purchase prices, EUR) within the company/separate company storage places/individual suppliers inventory dynamics: Reports → Inventory dynamics.
159
160 2. In the opened Inventory dynamics reports window you can see information (data is collected and fixed every calendar week).
161
162 1) [[image:Sales2.png]] - total weekly sales;
163
164 2) [[image:Inventory.png]]– total average weekly inventory;
165
166 3) [[image:LostSales.png]] – total lost sales of the company, due to the fact that you did not have the goods in storage place during the week;
167
168 4) [[image:Overstock.png]] – overstock inventory for the last day of the week;
169
170 5) [[image:Turnover.png]]– how fast items "turns around" at the storage place during the year; It is possible to see it in days as well. Contact the StockM team if it is necessary.
171
172 6) [[image:ROI AD.PNG]] - annual returns of inventory to investments, i.e. how much you earned from inventory (for example: ROI = 0% it means you didn't earn anything extra, you only got back, what you invested; ROI = 100% means you got what you invested and earned double).   
173
174 * When you enter with the mouse over a group of columns in this report, a window with date and values pops up. Next to lost sales and overstock you can see the percentage value in parentheses:
175 ** lost sales from sales;
176 ** overstock from inventory.
177
178 * This report can be exported into Excel. After selecting the desired storage place, supplier, group, click [[image:SaveXls.png]].
179
180 3. At the bottom of the graph select the incision, by which you want to analyze the report:
181
182 [[image:60_a.png]]
183
184 (((
185
186 )))
187
188 (((
189 1) //Company// – inventory dynamics across the company;
190 )))
191
192 (((
193 2) //Warehous//e – inventory dynamics at each selected storage place;
194 )))
195
196 (((
197 3) //Suppliers// – inventory dynamics of the selected supplier (only for the goods and in these storage places, to which your selected supplier is assigned);
198 )))
199
200 (((
201 4) //Manufacturers// – inventory dynamics of the selected manufacturer within the company (for those goods and storage places, for which your selected manufacturer is assigned);
202 )))
203
204 (((
205 5) //Group name// – inventory dynamics via selected group;
206 )))
207
208 (((
209 6) //Users// – inventory dynamics of the selected user.
210 )))
211
212 (((
213 7) The purpose of this report is to see trends of inventory management. Information is provided for the last 52 weeks.
214 )))
215
216
217 In order to make reading of big numbers easier / clearer, the significant numbers in Inventory Dynamics reduced to 3.
218
219 Significant digits are valid for values that are calculated in money.
220
221
222 4.** Visibility of lost sales, transfers, overstock and write-offs in StockM.**
223
224 There is possibility to see last week's lost sales, lost transfers, overstock and write-offs in the StockM window. These columns appear in the Inventory window (you only need to open them). You can see this information (excluding write-offs and transfers) in your weekly lost sales and overstock reports.
225
226 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.
227
228 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.
229
230 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.
231
232 == (% style="letter-spacing:0.1px" %)**Report "Inventory level (DTA)"**(%%) ==
233
234 ~1. The report is designed to evaluate the level of DTA goods inventory: Reports → Inventory Level (DTA) (data is collected and recorded daily).
235 2. DTA items are showed in the report with balance > 0 relation with all DTA items (SKU through all warehouses), expressed in %.
236 3. Information is depicted by two curves:
237
238 1) [[image:Balance2.png]] - DTA goods/items, which balance is > 0. Expressed in %.
239
240 2) [[image:Balance3.png]] - DTA goods/items, which (balance – amount (Safety buffer)) > 0. Expressed in %.
241
242
243 * In this report, after moving the mouse on selected curve, the date and values for both curves are showed.
244
245 * The report can be exported into excel. After selecting the desired storage place, supplier, group, click [[image:SaveXls.png]].
246
247 4. At the bottom of the graph select the incision, by which you want to review (analyze) the report:
248
249 [[image:61_report.png]]
250
251
252
253
254 1) //Company// – inventory level through the company;
255
256 2) //Warehouses// – inventory level in each selected storage place;
257
258 3) //Suppliers// – inventory level of selected supplier (only those goods and in these storage places, for which your selected supplier is assigned);
259
260 4) //Manufacturers// – inventory level in the company of the selected manufacturer (those goods and in these storage places, for which is assigned your selected manufacturer);
261
262 5) //Group name// – inventory level through the selected group;
263
264 6) //Users// – inventory level of the selected user.
265
266
267 == (% style="letter-spacing:0.1px" %)**Report "Interval analysis"**(%%) ==
268
269 This report is paid. Report in StockM: REPORTS → EXTRA → INTERVAL ANALYSIS REPORT.
270
271 Report is needed for:
272
273 • Compare sales at different times (season and none season) at SKU level over warehouses
274
275 and calculate the seasonal coefficient.
276
277 • To calculate order once to the current moment according to the obtained
278
279 season coefficient for the current moment, evaluating the SKU settings
280
281 during the report formation;
282
283 • Upload once order if needed;
284
285 • Use the calculated season coefficient to create the season (as needed).
286
287
288 Go to : REPORTS → EXTRA → INTERVAL ANALYSIS
289
290 [[image:image-20220307161528-1.png]]
291
292
293 The report must specify the parameters:
294
295 • start date of the analyzed season;
296
297 • end date of the analyzed season;
298
299 • the start date of the comparable season (none season);
300
301 • the end date of the comparable season (none season) (if not specified, is automatically
302
303 selected according to the length of the analyzed period and assigns an end
304
305 date);
306
307 • warehouse (s);
308
309 • supplier (s);
310
311
312 For the formation a list of items, additionally may be specified:
313
314 • product group (s);
315
316 • state;
317
318 • ASS;
319
320 • SKU name fragment (items with this fragment will be included).
321
322
323
324 You'll see the following fields in the generated report:
325
326 [[image:image-20220307161528-2.png]]
327
328
329 • SKU;
330
331 • Item name;
332
333 • Group;
334
335 • Supplier name;
336
337 • Warehouse name;• Warehouse code;
338
339 • Unit.;
340
341 * Avg. daily sales during none season;
342 * All daily sales during none season (sum; unit);
343
344 • Avg. daily sales during season;
345
346 * All daily sales during season (sum; unit);
347
348 • Season coefficient. = Avg. daily sales during none season / Avg. daily sales
349
350 during season;
351
352 • Promo during season (field is empty - promo did not happened; promo
353
354 happened – the name of the promo);
355
356 • Current buffer;
357
358 • Current balance;
359
360 • Current on the way;
361
362 • Current promo (field is empty - promo is not running; there is a name - the
363
364 name of the ongoing promo);
365
366 • MOQ;
367
368 • USQ (package);
369
370 • Current amount to (at the time of the report generation)
371
372 • Calculated order once = Current buffer * (Season coefficient - 1). The
373
374 quantity can be edited manually;
375
376 • Use calculated order once (write 1 if the value " Calculated order once needs
377
378 to be loaded as a one-time replenishment; the field is left blank - if no
379
380 replenishment is required). By default in StockM, the field is left blank.
381
382 • IOH after once order = Current balance + Current on the way + Calculated
383
384 StockM replenishment + Order;
385
386 • ABC (at the time of the report generation;
387
388 * Manufacturer.
389
390 In the report “Interval Analysis” is possibility to calculate group total sales during the season and none season. If you want to see this information, you need to check “Add group totals”.
391
392
393 In the report for the new (which was not during the season sales) SKU, will be applied the group season coefficient.
394
395
396
397 (% style="font-weight:normal" %)
398
399 == **System warnings** ==
400
401 ~1. The StockM system records errors, that can lead to incorrectly managed inventory. These errors appears in the System Warning window and we recommend to review and correct them: Taskbar → Warnings.
402
403 2. Systematic warnings window is splitted in two parts „Critical warnings“ and „Other warnings“.
404
405
406 1) //Critical warnings //– this is warnings, which can influence inventory management directly. You have to check it daily and correct immediately. As a result of these errors, the goods will not be included into orders and the reports will be calculated wrong.
407
408 2) // Other warnings// – this is possible mistakes, which have to be reviewed and corrected. We recommend to check it at least once a week.
409
410
411 3. After clicking the button "Show", you will open a window with information about the error (item code, name, storage place, supplier, MOQ, BUFF, etc.). In most of the lists that appear, you can correct the errors immediately.
412
413 4. There are buttons „Fix“, near some errors, i.e. the system suggests how to correct these errors. After clicking this button, the system will correct the parameters to the required values.
414
415 **//__„Critical warnings"__//**
416
417 ~1. __//Buf < MinBuf or Buf<MOQ//__
418
419 DTA items buffer can‘t be smaller than min. Buffer or MOQ (item might not be involved into the order). Auto fix will increase the buffer to min. Buffer or MOQ (depends on which is bigger).
420
421 * Click the button „Show“ – in the table that opens you will see the list of items, which buffer is smaller than minimum buffer or MOQ;
422 * If you wil click the button „Fix“ – the system will increase the buffer for all items to minimum buffer or MOQ.
423
424 2. //MOQ<USQ//
425
426 The minimum order quantity (MOQ) for an item can not be smaller than supplier's non-destructive quantity (USQ), otherwise an incorrect order will be formed for the DTA item. Check and fix MOQ and USQ for these items:
427
428 * if MOQ and USQ are updated from an accounting program, make changes in the accounting program;
429 * if MOQ and USQ are not updated from an accounting program, make changes in STOCK-M.
430
431 3.// __DTA items supplier don‘t have supply schedule__//
432
433 It is fixed that the item must be in storage place (DTA), but there is no orders formation schedule for the supplier, from which the item is delivered (the system will not place an order for the item).
434
435 * Click the button „Show“ – in the table that opens you will see the list of suppliers, with at least 1 item set as DTA, however the supplier is not active or not active orders formation schedule:
436
437 Set a schedule for order formation or adjust supplier settings at a specific storage place for your supplier (see 1. Order Management Rules or 4. New Supplier Entering Rules).
438
439 4. //__Items for which periods are overlapping__//
440
441 The same item can not participate in several periods if dates overlap.
442
443 For items, participating in two or more periods, if the dates of the periods overlap, two periods are executed at the same time - the end of the first period is not fulfilled and the second period shall be allowed to happen.
444
445 * click the button "Show" - the table that opens shows a list of items that are involved in multiple periods with overlapping dates, at the same time.
446
447 * __Remove the item from one period and set a new period with other dates.__
448
449 5. //__Not confirmed supply schedules (if it is agreed turning on of this function with project manager).__//
450
451 * Click the button „Show“ – the table that opens shows the list of not confirmed supply schedules.
452
453 * Confirm supply schedules (see: [[Supplier settings>>doc:User_Manual.Suppliers.WebHome]]).
454
455 6. //__USQ<=0__//
456
457 * USQ (unbreakable supplier quantity) has to be bigger than 0 unit, otherwise will be formed wrong order for DTA item. Auto correct will set USQ = 1.
458
459 * Correct item USQ in item card (see: [[Item (SKU) settings>>doc:User_Manual.SKU_Settings.WebHome]]; see: [[Supplier settings>>doc:User_Manual.Suppliers.WebHome]]), if USQ is not updated from client‘s accounting. Auto correct will set U USQ = 1).
460
461 * If USQ is not updated, then correct items in US! Accounting.
462
463 7. //__Active items don‘t have active supplier.__//** **
464
465 * All active items will get into this list (not NA state and not NM state), for which inactive supplier is assigned. Items, which have OUT mover feature, will not be involved into the list.
466
467 8. O//__ptimization: purchase price <= 0__//
468
469 * (((
470 When order is optimized according the amount, purchase prices are checked and if the active goods/items don't have the purchase price, the order is not optimized. The list will show items with Purchase Price <= 0 for suppliers, for which is set order optimization according the amount.
471 )))
472
473 //9. I__tems weight/volume = 0 (only DTA items are involved in system messages)__//
474
475 * When order optimization is set for the item supplier, but at least one item weight / volume = 0, then the order will not be optimized.
476
477 * Click the button "Show" - in the table that opens, you will see the list of items, that need to be filled in by weight or volume. Enter the weight / volume in the SKU list.
478
479 //**__ „Other warnings"__**//
480
481 1.__// Item data are not updated more than 7 days//__
482
483 Items, which data are not updated, distort reports due to their false old data, because the last balance, received during data exchange, is saved and visible in the StockM system.
484
485 (((
486
487 )))
488
489 * Click the button "Check", if there is at least 1 item that has not been updated for more than 7 days, then the button "Show" will appear (this system warning checking may take more time, because each item is checked and if data for them is updated).
490
491 (((
492
493 )))
494
495 * Check for what reasons listed items are not updated from the accounting.
496
497 (((
498
499 )))
500
501 * After clicking the button "Show" - in opened table you will see a list of items, which data have not been updated for more than 7 days.
502
503 (((
504
505 )))
506
507 * If the items do not actually have to be updated/renewded to StockM, then change the state of the items to NA, in the StockM (see: [[Item (SKU) Settings>>doc:User_Manual.SKU_Settings.WebHome]]);
508
509 (((
510
511 )))
512
513 * If the items need to be updated to StockM, then adjust the appropriate procedures in the accounting.
514
515 (((
516
517 )))
518
519 * If you click the button "Fix" - the system will turn off the entire list of items, which have not been updated for more than 30 days (will set to status NA).
520
521 (((
522
523 )))
524
525 2. //__Balance of item <0__//
526
527 The balance of item must be >=0, because in opposite way orders and reports will be distorted. Select for what reasons the quantities were updated with negative sign for the specified items from the accounting.
528
529 * If the balance is not negative, then correct it in the accounting program immediately.
530
531 3. //__Buffer update in the future__//
532
533 These are items for which the system will not offer to change the buffer, before the due date (30 days and longer). The buffer non-change setting is done by creating a new period, by placing the check mark "Do not allow for the system to change buffers automatically to a specified date" and by setting a date.
534
535 WE RECOMMEND: use in these cases, when you plan to sell all the balance in the end of promotion/season, however you don‘t need to keep a bigger level of inventory. Later additions must proceed to the buffer that was before the start of promotion/season.
536
537 * After clicking the button „Show“ check if there are no items, for which is set distant automatic buffer change date.
538
539 4. __//Volume of database//__
540
541 This information message shows how much space is occupied by the STOCK-M database.
542
543 5. __//MOQ<>n * USQ, n=1, 2, 3 ...//__
544
545 MOQ must be USQ iterative. The system will suggest to order the minimum quantity as specified in the MOQ, then the quantity of order will increase as specified USQ (eg: MOQ = 10, USQ = 3, this is the sequence of ordered quantities: 10, 13, 16, 19, 22, .. .). 
546
547 * Click the button „Show“ – in the table that opens you will see the list of items, which MOQ is not USQ iterative.
548
549 * If you will click the button „Fix“ – the system will increase the MOQ to USQ iterative for all items in the list.
550
551 6. //__Item in the center DTO, region DTA, supplier central warehouse, but the item is not OUT mover__//
552
553 When only one storage place is managed, this warning is not relevant.
554
555 When there are managed more storage places and if in region item is set DTA (item to the region is delivered from the central warehouse), however the balance of the item is not supported (DTO) in the central warehouse, then regional warehouses will not receive the items, because these items are not ordered from the supplier.
556
557 * Click the button „Show“ - in the table that opens you will see the list of items, for which is determined, that doesn‘t have to be in the center (DTO), but must be in the region (DTA):
558
559 * Correct the status of item in the center (DTA – must be in the center) or in the region (DTO – shall not be in the region) or set the feature OUT (item, taken out from the assortment) (see: [[Item (SKU) settings>>doc:User_Manual.SKU_Settings.WebHome]]).
560
561 7. //__Purchase price <=0; sale price <=0__//
562
563 Incorrect prices distort reports. You need to check and adjust prices in accounting that updates data to StockM.
564
565 8. //Very rare setting: RD>GD// (In exceptional cases, may be RD>GD, used only then, when it is seeking to decrease the inventory fast. The setting is made only after agreement with the StockM team).
566
567 Normally, the RD must be equal or lower than the GD.
568
569 * Click the button „Show“ – in the table that opens you will get the list of suppliers, which RD>GD;
570 * Correct supplier RD and GD (see: [[Supplier settings>>doc:User_Manual.Suppliers.WebHome]]).
571
572 9.  __//Buf < MinBuf//__
573
574 DTA item's buffer cannot be less than min. buffer. Auto-correction will increase the buffer to min. buffer.
575
576 * Click the "Show" button - the table that opens lists you will see the items whose buffer is less than the minimum buffer.
577 * if you press the "Edit" button - the system will increase the buffer to min. Buffer.
578
579
580 10.**//  //**__//Buffer < Lowest system buffer//__
581
582 The warning Buffer <Lowest system buffer (LowSysBuff). It shows SKUs whose buffers are less as lowest system buffer.
583
584 Lowest system buffer – value, which is specified when desired that the buffer would not be less than coefficient (1-1.5) x MOQ (minimal order quantity). LowSysBuff is set for all goods at company level total or separate at warehouse level.
585
586 (((
587
588 )))
589
590 == **Filter** ==
591
592 ~1. After opening the window of StockM, where you want to work, the filter table opens automatically:
593
594 [[image:62_table.png]]
595
596 1) In some windows (eg. inventory, placed orders history and etc.) filter is filled in by default.
597
598 2) If you want to filter only a specific item, supplier and etc., put the cursor to the location „Input your filter here“.
599
600 2. In the filter field, place your cursor to "Input your filter here":
601
602 * (((
603 Select the column you want to search by
604 )))
605
606 [[image:63_table.png]]
607
608 * select an operator (the condition, according which you want to run your search for);
609
610 (((
611
612 )))
613
614 [[image:64_table.png]]
615
616
617 * write/enter the desired value;
618 * capture the entered filter condition by pressing "Enter" once. Captured filter condition must be green [[image:State.png]] .
619
620 3. After entering all filter conditions and capturing it, click [[image:show result.png]] or Enter. If the list, accordint to specified filter conditions, loaded button will be green [[image:ShowResult_green.png]].
621
622 4. If you entered the filter condition incorrectly, press [[image:filtro isvalymas.PNG]] and enter filter condition again. If you only need to adjust the entered search value, you can do it without overwriting the entire condition again for the last filter condition, after clicking "Backspace" in the keyboard you will be able to edit the last filter condition from the end.
623
624 5. If you want to filter all the list, i.e. not to use the filter, then click Enter without using the filter or [[image:show result.png]] .
625
626 6. In order to see more filtered rows in the window – you can hide the filter after clicking [[image:filtro paslepimas.PNG]]. If you click this icon one more time – filter input window will open again. The number in the icon indicates how many filter conditions are recorded in the filter.
627
628 7. In the filtered table there are only these fields, whose visibility you selected in the corresponding window.
629
630 8. Each user can save the required / most often used filters. For example: if you are always working with a particular group of items, then select the column "group", the corresponding operator and values in the filter entering field. After capturing filter conditions - save it through the table settings window. You can save as many filter combinations as you need. You can also remove them from the list at any time if the filter becomes not relevant. Saved filters will be visible only to the user who saved them. Each time you reopen the window, you will be able to select the desired saved filter you need.
631
632 [[image:65_filter.png]]
633
634 (% style="letter-spacing:0.1px" %)9. The search will not work, if in the text fields you will execute the search according to numerical values. All Extra and Wextra fields can be only text fields. Their names can be changed at the start of the project. If you want to know, what fields exactly are transferred via Extra and Wextra fields – contact your Project manager.
635
636 == **Search according context in drop-down lists** ==
637
638
639
640 ~1. When you start to write any fragment, the list will be shortened according to it.
641
642 2. Such search is active in all windows, which have drop-down lists.
643
644
645
646 == **Sorting** ==
647
648 ~1. In the StockM window that opens, you can sort the values of the selected column (numeric - from the smallest to the biggest and opposite; text - according to alphabet from A to Z and
649
650 2. On the desired column name, which you want to sort, click with the left mouse button 1 time, the system will sort the column. Near the column name appears [[image:rusiavimas aukstyn.PNG]], it means that it is sorted in ascending order (from the lowest to highest; from A to Z).
651
652 3. If you click one more time on the same column name with the left mouse button, the system will sort the column in a different order [[image:rusiavimas zemyn.PNG]], appears near the column name, it means that it is sorted in descending order (from the highest to the lowest; from Z to A).
653
654 == **Selection of columns** ==
655
656 You can select which columns you need to see, while working with the inventory management system StockM.
657
658 ~1. When you open StockM window, where you want to work, after filtering the relevant item/storage place and other (or before filtering the list), click „Set visibility for columns“ in table settings.
659
660 [[image:66_TableSettings.png]]
661
662 2. In the table that opens mark these columns, which you want to see in StockM window and click the button „Confirm the setup“.
663
664 3. If you will sign in from the same device, the same window will be opened, which was opened before signing out with columns visibility and arrangement.
665
666 * this applies to every window in the StockM system.
667
668 4. If you want to see columns again, select "All columns" in the opened StockM window via Table settings window, in the columns settings list. 
669
670 OR select „Select all“ in the columns visibility form
671
672 [[image:67_ColumnVisibilityForm.png]]
673
674 5. In the StockM system window that opens, you can select the size of column, i.e. decrease or increase. Place the mouse on the right side of the column name, while appears [[image:dvipuse rodykle.PNG]] (double-sided arrow). Click the right button of the mouse and move the mouse to the left or right side (depending on whether you want to increase or decrease the size of the column).
675
676 OR select „Autosize All Columns“ after clicking the right button of the mouse in any place of the table.
677
678 [[image:68_table.png]]
679
680 6. In the StockM system window that opens, you can also change the place of each column, in the order you prefer. Place the mouse on the column name, which you want to move. Click the left button of the mouse and "drag" the column to the desired place.
681
682 7. You can "freeze" the desired column. Cick the right button of the mouse on the desired column name and drag it to the left side, while the icon [[image:smeigtukas.PNG]] will appear. You will always see such column at the top of the list.
683
684 8. You can save the desired / mostly used column visibility and arrangement in the Table Settings, by selecting [[image:SaveFilter.png]], then you will not need to manage table rendering, just choose from the saved settings. The number of table settings, which is saved, is not limited and visible only to the user who made the saving.
685
686 == **Additional functionality of the right mouse button** ==
687
688
689 Such an options can be seen in any window by calling up the menu and right-clicking on any row:
690
691 * Mark / Unmark selected / outlined rows (if there is no column for the selection in the table, such as in the Periods window, these selections will remain in the menu window, only will be off / in gray color).
692
693 It is possible to select all lines of one page, which can be marked / unmarked by calling the menu, by pressing the combination “ctrl + a” in the keyboard.
694
695 * 4 links to windows:
696
697 1. “Inventories” (with filters: SKU code, Warehouse code). The link will be visible between the options if there is an option to select the SKU code and the Warehouse code in the window where the menu is called;
698 1. “Suppliers schedule” (with filters: Supplier name, Supplier code). The link will be between the selections if there is an option to select the Supplier name and the Supplier code in the window where the menu is called;
699 1. “Suppliers card”. The link will be between the selections if there is an option to select the Supplier name and the Supplier code in the window where the menu is called;
700 1. “SKU card” - product card. The link will be between the selections if there is an option to select an item code in the window where the menu is called.
701
702 If the menu is called up in the Inventory window, the Inventory window will not be visible between the selections (same logic as with the Suppliers schedule). The menu item will also not be visible if the user does not have permission to see a specific window.
703
704 == **Table export to Excel (*.xlsx), to CSV (*.csv)** ==
705
706 When you work with inventory management system StockM, you have a possibility to export the selected list to Excel or csv. In opened StockM window at the top of any table find the icon [[image:eksportavimo ikonele.PNG]]. Click the icon, select to what form you want to export the table, download the desired file and save the table to the desired place.
707
708 There are additional forms for export in some windows in the export list (for example, in the supply graphs window you can download full information form about suppliers).
709
710 == **Copying item code/name/other fields** ==
711
712
713
714 ~1. In the STOCK-M window that opens, you can copy the value of one of the selected fields, e.g. item code, name, etc. mark the selected field with the left button of the mouse and press "Ctrl + C" on the keyboard - the value of the field is copied. Then press "Ctrl + V" at the selected place (StockM filter, excel, word).
715
716 2. If you want to copy more than one field, then mark the desired place with the left button of the mouse, after clicking the right button of the mouse select "Copy" or "Copy With Headers" from the list and paste the copied values into the desired file (excel, word, etc.).
717
718
719
720 == **Item schedule** ==
721
722 You can see the schedule of each item movement in StockM system.
723
724 ~1. The schedule of the item you can open in StockM window, when you click the icon [[image:sku grafikas ikonele.PNG]] near the selected item or in the line by right-clicking and selecting “SKU graph”.
725
726 2. In the item graph window that opens, you see the 3-month dynamics of the item buffer and safety buffer (red zone - if the balance of item is in this zone, the inventory level is risky low; yellow zone - the level of item inventory is optimal; green zone - the level of item inventory is safe, above green areas - overstock). If you place the mouse on the green area, you will see the date of the buffer, the value of the buffer, and the reason for changing the buffer (if the buffer was changed that day, you'll see a red dot at the top of the buffer).
727
728 The color display of the buffer is not displayed in the SKU schedule during the period when the item status is * TO. The value of the buffer is written "No * TA".
729
730 3. Also in the graph of an item you see curves: balance ([[image:likutis sku.PNG]]), sales+transfers ([[image:pardavimai ir perdavimai sku.PNG]]), supplied ([[image:papildyta sku.PNG]]), sales ([[image:pardavimai sku.PNG]]) PTO ([[image:rezervacija sku.PNG]]). These curves you can take off and put on again. If you want to do this, you need to click on the desired curve in the a legend. Your made changes will be saved automatically, i.e. in other‘s items graph you will see only these curves, which you marked in previous item graph. If changes are not made, by default in item graph are showed all curves.
731
732 //If you place the mouse on the selected curve (for example, balance) dot, you will see the date of that balance, value of that balance.//
733
734 4. When you put the mouse on [[image:uzsakymai sku.PNG]] you will see when the order was formed, how many pieces the system STOCK-M suggested to order and how many were ordered, so order placing date and number.
735
736 5. When you place the mouse in the graph on [[image:nurasymai sku.PNG]], you will see written-off quantity if the item and date.
737
738 6. If you want to see the movement of the item through all the period (from the moment when item appears/system is installed), click the button [[image:ShowAllDays.png]], which is at the top of the graph.
739
740 7. If you want to analyze only selected period ir to increase the selected part of the graph, then place the mouse on the graph desired to analyze period or at the start of the graph, click the left button of the mouse and drag the rectangle to the desired side.
741
742 8. If you want to return item graph to the primary view, click [[image:grazinti vaizda.PNG]].
743
744 9. If you want to save item graph, click [[image:SaveImage.png]] and select the place, where you want to save item graph.
745
746 10. If you want to export item graph to Excel, click the button [[image:SaveXls.png]] .
747
748 ~11. There is provided other relevant information at the bottom of the graph: USQ, MOQ and other. An additional window appears with the information of supply graph, when you put the mouse on the next delivery date.
749
750 [[image:70_table.png]]
751
752 12.  Once the graph is opened, you can navigate through the graphs of other items in the list from which the graph was opened. Icons have been made in the upper right window of the graph, which can be used to:
753
754 [[image:20200903b.png]] – to open the graph of the next item in the list in the window;
755
756 [[image:20200903c.png]]– to open the graph of the previous item in the window;
757
758 [[image:20200903d.png]]– to capture an opened graph. The graph of the next item will be opened in a new window.
759
760 == **Order amount, balance amount** ==
761
762 In the StockM Taskbar -> Buffers to increase, Buffers to decrease and others, click the icon [[image:sumu ikonele.PNG]] , which is at the bottom in the right corner of the table, here you can see information of the selected list of items:
763
764 ~1. Ordering amount – for what amount of money inventory shall be ordered according to set buffers of items;
765
766 2. Balance amount – what amount of money compose inventory of items.
767
768 == **Paging** ==
769
770 StockM shows 100 rows by default in a single window (the user can change the number of showed rows by selecting 200 or 500 rows, when user will open the page again, by default will be set 100). If you awork with a list of more than 100 rows, then more than 1 page will appear. Pages are showed in the center at the bottom of the window.
771
772 ~1. If you want to go to another window, click [[image:1 i prieki.PNG]]
773
774 2. If you want to go to another page (eg. middle, 10 page, from page 20), to the field, in which is written the number of current page, enter the number of the desired page and click „Enter“ or the narrow [[image:i norima.PNG]].
775
776 3. If you want to go to the last page, click [[image:i gala.PNG]].
777
778 4. Do the same actions, when you want to come back to the previous pages, click [[image:1 atgal.PNG]] or [[image:i prieki.PNG]].
779
780 ----
This wiki is licensed under a Creative Commons 2.0 license
XWiki Enterprise 11.10.2 - Documentation