SUPPLIER SETTINGS (User_Manual.Suppliers.WebHome)

author	version	line-number	content
1	When a decision is made to purchase a product from a new supplier, it is necessary to describe it and to fill in the missing information in STOCK-M that is not updated from the accounting program.
2
3	{{toc/}}
4
5	== New supplier ==
6
7	A signal that the new supplier is not described in STOCK-M – the supplier ANONYMOUS (STOCK-M → "Inventory" → Filter: Supplier Anonymous) occurred.
8
9	If a supplier is not updated from the accounting program, then search for a specific supplier and fill in the missing information that is not updating.
10
11	== Supplier settings ==
12
13	=== __Enter a new supplier__ ===
14
15	STOCK-M → "Supplier Info" → "Supplier List" → Press "New"
16
17	In the window that opens, BE SURE to specify " Supplier code" and " Supplier name" and do not forget to put a check mark in the "Active" box. After filling in the rest of the information, click "Save" and then you can fill in the information in the other windows of the supplier card.
18
19	=== __Supplier „General Data“__ ===
20
21	If the supplier is not updated from the accounting program, then StockM → " Supplier info" → " Supplier list", filter the required supplier. Pressing the pencil [[image:0a.PNG]] you can edit supplier data. In the "General data" card:
22
23	1. Active – put the check mark "Active" (only if this check mark is applied – the system forms an order according to a set order formation schedule, you can manually create an order, Inventory Dynamics chart of the supplier will be visible in StockM).
24
25	2. In case of a decision to stop working with a supplier, supplier must be made inactive in StockM.
26
27	3. After the update, when the supplier activity is removed, the activation is removed from the supplier schedules automatically. The supply schedules are not even visible. If an activity is placed on the supplier, schedules will be visible, but they will be inactive - you will need to check and to confirm them.
28
29	FILL IN ONLY THE INFORMATION THAT IS NOT BEING UPDATED FROM THE ACCOUNTING PROGRAM
30
31	//1. Supplier code //– is a unique supplier code.
32
33	//2. Supplier name //(will be visible in Stock-M and on the order form sent to this supplier).
34
35	//3. Supplier address //– contact information (will be visible on the order form sent to this supplier).
36
37	//4. Supplier phone number //- contact information (will be visible on the order form sent to this supplier).
38
39	//5. Supplier fax// - contact information (will be visible on the order form sent to this supplier).
40
41	//6. Supplier contact person// - contact information (will be visible on the order form sent to this supplier).
42
43	//7. This supplier is the warehouse as well //– the storage location that corresponds to the supplier that you are describing is selected, i.e. the storage location is as a supplier to a further chain (for example, a central warehouse is a real storage location to which items are supplied from suppliers. The central warehouse is also the supplier to the regional storage places for which the goods are supplied from a central warehouse). This assignment is performed by the project manager.
44
45	//8. DDP supplier reporting period// – selecting a period from the list and clicking [[image:0b.PNG]], the report is generated and downloaded immediately. The report can be generated for 3, 12 months, or both at once.
46
47	// //(% style="letter-spacing:0.1px" %)The report can be generated in one of the selected languages: LT, RU, EN, or UA. To generate a report other than the user's language, you need to change the language on the menu bar.
48
49	(% style="letter-spacing:0.1px" %)//9. Buffer management settings -// (%%)is an automatic buffer change based on system recommendations.
50
51	* After you put the check mark in the "Auto increase" box, the system will automatically increase buffers after the data exchange for those items of the supplier whose inventory level is too low,
52	* After you put the check mark in the "Auto decrease" box, the system will automatically decrease buffers after the data exchange for those items of the supplier whose inventory level is too high(% style="letter-spacing:0.1px" %).
53	* "Do not increase buffer if undelivered orders present" - additional condition in the buffer increase(% style="letter-spacing:0.1px" %). (%%)If the goods are not delivered to the store for certain reasons, e.g.: not paid to the supplier; returned the goods to the supplier due to incorrect documents and so on, the system raises buffers after the balance is reduced. As a consequence, the quantity ordered for all items increases and does not physically fit with the next order. (% style="letter-spacing:0.1px" %)If there is a check mark, it is checked if (%%)the stock replenishment (IN) has been received during the last RD(% style="letter-spacing:0.1px" %):
54	** if the stock replenishment was - the buffer is increased.
55	** if there was no stock replenishment - the existing buffer is left.
56	* (((
57	"Do not increase the buffer if shipments are not full" - when this condition is enabled, not only the fact of replenishment, but also the quantity received is evaluated. The buffer will not be increased if the amount of additions during the replenishment period is less than 0.5 × BUF + Safety Buffer.
58	)))
59
60	IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".
61
62	=== __Supplier „Orders data“__ ===
63
64	This is the information related to orders sent to the supplier.
65
66	//1. Order number format// - specify the format, that is, what will be the number of the outgoing order: supplier name abbreviation, a date, an order number, for example: Format ABC{1:yууyMMdd}-{0:0000}, in this case Order No. will be ABC20121008-0001 __(__usually Order No. format is unified for all suppliers__,__ it is agreed at the beginning of the project with the project manager__);__
67
68	//2. Responsible person// - select the employee who is responsible for sending orders to this supplier from the list (if there is a setting for the supplier to split the order by manager, then the order will be assigned to the manager to whom the existing goods in the order belong to). The person who is assigned to the supplier will receive all copies of the orders sent to the supplier to his e-mail address. The responsible person can be changed without entering the supplier card in the supplier list:
69
70	- when creating a special order including quantity on the way or without it, the responsible manager is assigned according to which manager the goods belong to;
71
72	- if the order contains multiple managers' items, then it is the responsibility for the order of the one whose ordered lines are more. If the number of rows overlaps, a manager is assigned that has a higher total order quantity (pcs.).
73
74	//3. Order e-mail recipients// – type the e-mail addresses to which must be sent the orders (you can save more than one e -mail address, separated by a comma, "semicolon"; "or space).
75
76	//4.// //Send order copy.//
77
78	The copy will be sent to persons responsible for the order and (or) who sent the order. The copy will not be sent, if this setting is inactive.
79
80	//5. Order form selection// – spec. form can be created for the supplier if the supplier requires to receive orders in a form other than standard. If such a form is created for the supplier, then select it from the list (creation of a spec. form has to be agreed with the project manager);
81
82	//6. Supplier currency// – if it is necessary to send orders to the supplier in a currency other than the set base (the order amount will be visible in the supplier's currency), then choose the code of the currency from a list in which the order will be formed;
83
84	//7. Note in the new order window// –information that may be useful to you or your colleagues, or to which you need to pay attention, when sending a new order to the supplier, for example: after sending an order to inform John Peterson or others. Note is not included in the order form sent to the supplier - the supplier does not see it. In the window "New Orders", you can see the column "Note in the new order window" , which shows information from the field "Note in the new order window" on the supplier card.
85
86	//8. Confirmation mode for arrived orders// - there is a possibility to choose whether the confirmation of the order arrived from supplier must be based on the amount arrived (IN) or according to file (shipments. csv). //It is important!!! Discuss with the project manager before making changes.//
87
88	//9. Supplier has to confirm the order in xxx days - //the number of days during which the supplier must confirm the received order. By default - 0, this means that additional approval from the supplier is not required.
89
90	//10. Supplier may split the order// .
91
92	In supplier card window “Order data” the allowed percentage may be specified in setting “Supplier may split the order”. This setting (if it is set not 100%) works if delivered less than ordered.
93
94	The supplier can deliver orders in parts, you can choose one of the options for closing orders:
95
96	1) by total order quantity - the total quantities ordered and arrived will be checked in the order. When the total inbound quantity reaches the specified limit, the remaining part of the order is removed. This setting works by default.
97
98	2) by ordered item quantity - each order line will be checked separately. When the quantity of each line that arrives reaches the specified limit, the remaining part of the order is removed.
99
100	//__For the use of the method, BE SURE to consult your project manager.__//
101
102	When the supplier executes the order partially, i.e. upon arrival of one part of the order, it has to be waited for the remaining part.
103
104	- after clicking on [[image:pristatymas dalimis 100.PNG]], the box automatically saves 100%, i.e. only when all ordered quantity arrive (accordingly to the total order quantity or to the ordered item quantity), it will be confirmed that the order has been completed.
105
106	- after clicking on [[image:pristatymas dalimis 25.PNG]], the box automatically saves 25%, i.e. when arrive more than 25% of the total quantity ordered (accordingly to the total order quantity or to the ordered item quantity), only then the remaining part of the order will be removed.
107
108	- if you want to specify a different condition, type your preferred percent in the box. If arrives more than the specified percentage of the total order quantity, the remaining of the order will be removed. For example, when you save 65%, i.e. if arrives more than 65% of the total order quantity (accordingly to the total order quantity or to the ordered item quantity), the remaining part of the order will be removed.
109
110	//11. Confirmation mode of arrived orders: additional parameter//
111
112	An additional setting is visible after the update: “Supplier may overfill order”. Setting is visible only if confirmation mode of arrived orders is chosen: according to amount arrived (QntIN facts.csv), or according to changed inventory on hand (Balance facts.csv) and according to split orders option: by order item quantity.
113
114	By entering the percentage (less than 100) in the setting “Supplier may overfill order”:
115
116	* If arrived qty is not more than (order qty*percent), all arrived quantity is assigned to the current order. The current order is closed and no quantity is transferred / closes the quantity of the next order on the list.
117	* If arrived qty is more than (order qty*percent), the excess is assigned and closes the quantity of the next order on the list.
118
119	[[image:http://wiki.stockm.info/bin/download/NAUJIENOS/WebHome/20210408.jpg?rev=1.1\|\|alt="20210408.jpg"]]
120
121	//12. // //Annul late orders - // when a check mark is placed, the overdue supplier orders will be closed automatically. If no check mark is placed, no overdue supplier orders need to be removed automatically (the orders must be manually checked by the user and if necessary closed/removed);
122
123	//13. Splitting the order~://
124
125	//- by the split mark - // when a check mark is placed, the orders for the supplier are splitted according to the different marks assigned to the item, that is, separate order will be formed for each item mark for that supplier. Used in cases when separate orders for different items have to be sent to the same supplier.
126
127	//- by responsible manager //- when a check mark is placed, the orders to the supplier are formed separately for each manager, that is, when multiple managers work with one supplier, and orders must be sent separately (you can use this function only when responsible manager is assigned to each item).
128
129	14. //To reduce the quantity ordered - //setting allows to reduce the quantity ordered by StockM, according to the free balance available from the supplier. If the supplier does not have enough free balance for the desired quantity, the order will be reduced to the balance available from the supplier.
130
131	This setting is enabled on the supplier's card and only takes effect when the Supplier's balance of the item is visible in StockM.
132
133	* The supplier's balance (in supplier's units) can be loaded to StockM from the accounting (via supplier_sku.csv file) during data exchange or entered in the StockM in the "Supplier SKU information" window (new column "Supplier balance")
134	* Each warehouse can order as many units of the same item as are available from the supplier (we recommend using this setting when items are delivered from the supplier to the central warehouse).
135	* In StockM, the order window also shows the column “Supplier balance”, but already in the basic units of measure (automatically converted into the basic units of measure specified in StockM, if they are different from the supplier units of measure).
136
137	IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".
138
139
140	=== __Supplier „Text message“__ ===
141
142	A single order text that is agreed at the beginning of the project with the project manager is applied to all orders as standard.
143
144	If in a letter sent to the supplier with an order you need to specify other information, then in the window "Text message" that opens, type the text that will be visible in the body of the order letter sent to the supplier by e-mail.
145
146	If this window contains text that is filled in, then preference to this text is given.
147
148	IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".
149
150
151	=== __Suppliers schedule__ ===
152
153	Orders are created for the supplier according to a specified schedule. To describe a new order formation schedule, click the button "Schedule" at the top on the right of the supplier card window that opens. The Supplier schedules window opens:
154
155	~1. If you want to describe a new order formation schedule, click the button "New" (at the top on the left) in the window that opens.
156
157	(% style="letter-spacing:0.1px" %)2. (%%)In the table that appears, select the storage location and the supplier to which the orders will be formed.
158
159	1) if you need to form a separate order for a part of the items of the same supplier on different days of the week and/or order delivery time is different, select the split mark.
160
161	2) how to create a split mark (see 3. Split mark of the order).
162
163	3) the selected mark must be assigned to the items (see 5. Items (SKU) settings).
164
165	4) the order "with mark" will only contain items that have assigned mark (if there is no check mark "Split order" in the supplier card but exists the order formation schedule according to the split mark, then a separate order will be formed according to the mark, regardless the check mark "Split order" in the supplier card).
166
167	5) if there is created supplier order formation schedule "without mark" and "with mark":
168
169	* and if both of these schedules are active, then according to the each schedule, the order "with mark" will be formed (only the items having that mark will be included), and another order "without mark" (all the remaining items will be included).
170
171	* if the schedule „without mark“ is active and „with mark“ is not active, then order „without mark“ will be formed, and all items (even those that belong to the specified mark) will be included in this order.
172
173	* if the schedule „without mark“ is not active and „with mark“ is active, then order „with mark“ will be formed and only the items having that mark will be included in this order.
174
175	3. After selecting a storage location, supplier and/or split mark, click "Create".
176
177	4. Put the check mark "active" (the orders are formed according to the active schedule only). Activity – this means that the supplier schedule is valid and the orders are formed based on it.
178
179	5. In the days of the week when orders have to be formed, enter the number - time of the order delivery (completion) in days (these figures may vary for different days of the week).
180
181	6. "7/30" shows orders formation cycle for that supplier:
182
183	1) weekly (7), i.e. on fixed days of the week.
184
185	2) monthly (30) i.e. orders are formed on fixed days of the month.
186
187	7. Frequency - in what periodicity must form orders for the supplier.
188
189	1) If the supplier has a weekly supply schedule (7 in the column "7/30"), the weekly frequency has been selected. For example, 0 - means several times a week; 3 - means every 3 weeks, etc.).
190
191	2) If the supplier has a monthly delivery schedule (30 in the column "7/30"), the monthly frequency has been selected. For example, 0 - means several times a month, 1 - means every month, 2 -means every 2 months, etc.
192
193	3) If there are more than 1 day per week of orders formation days, then the week field ("frequency") must contain "0" (zero). If > 0 is entered, then the system automatically changes to 0.
194
195	//Note////. If a monthly order creation schedule is selected - for all days of the week (from Monday to Sunday) must be indicated the same number of days - time of the order delivery (completion).//
196
197	8. Days of month – on which days of the month the orders have to be formed (MONTHLY DELIVERY CYCLE). For example: 8, 15 – orders will formed on the eighth and fifteenth day.
198	9. Starting date – type the date when the first order must be formed for the supplier (if the entered date does not match the day of the week when the order must be formed, then the system will form the first order on the nearest day of the week).
199
200	10. The column "Next delivery".
201
202	This column is visible in the Inventory, Suppliers Schedule windows and on the product card. If the item is the same time in a several orders, the nearest expected delivery date is displayed. If you don't see the column, open it through the column selection.
203
204	~11. Autoplace - if you want the order to be sent to the supplier automatically (the system automatically generates the order and sends it to the indicated e-mail address of the supplier), place a check mark next to "Autoplace". Autoplace – this is when the system forms the order according to the schedule and sends it immediately to the supplier, if all conditions for minimum amount and transport specified for the supplier are met.
205
206	(% style="letter-spacing:0.1px" %)12. RD – (%%)is the period in days in which the item balance must dominate in the red buffer zone that system would offer to increase buffer for the item. This period depends on the supplier's delivery time and order formation frequency (recommended: at least 7).
207
208	13. GD - is the period in days in which the item balance must dominate in the green buffer zone that system would offer to decrease buffer for the item. This period depends on the supplier's delivery time and order formation frequency (recommended: at least 7).
209
210	14. When the check mark "Calc RD/GD" is placed, the system will calculate the RD/GD based on the schedule parameters by itself.
211
212	15. E-mail – type the e-mail address to which orders of this storage location have to be sent (you can save more than one e-mail address, separated by a comma ", " or semicolon "; " ).
213
214	16. Note in schedule/ order form - enter a note if you want to see it not only in the supply schedule, but also in the order form.
215
216	17. Change supplier - possibility to change an external supplier to a central warehouse (CW). When an order is formed for an external supplier, the system can verify the balance of the central warehouse and if that balance is sufficient, change the supplier to CW. Conditions for a change when a balance in CW is:
217
218	· for DTA items > = BUF+MOQ;
219
220	· for DTO items > = MOQ.
221
222	In the column "Change supplier", a list of central warehouses is visible - the user is allowed to select a central warehouse into which supplier has to be changed.
223
224	[[image:6b.PNG]]
225
226
227	Changing the supplier according to the conditions specified is completed only during creation of orders during each exchange. The "Main supplier" column in the inventory window displays the supplier that is received through the exchange.
228
229	If you have terminated the collaboration with the supplier or you have created a schedule for a not correct storage location, etc., and these schedules need to be removed, take away the check mark "Active", save the changes, select the desired line and click on the button [[image:7.PNG]].
230
231	If you need to adjust or copy an existing schedule to the other warehouses, you can do so by selecting the required lines in the Suppliers schedules list and clicking the button [[image:8.PNG]].
232
233	IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".
234
235
236	Order formation several times a day.
237
238	The orders are formed by StockM system once a day. They are only formed if the data are renewed on that date before the order's formation.
239
240	There is an option to form orders according to the time set in the 'Suppliers schedule '(data before order formation must be renewed). You can see the "Time" column in the 'Suppliers schedule ' to indicate the order formation time. The time is chosen from a list that is specified in SM Admin.
241
242	Important: usage of this function is agreed separately and is set for a whole company. If needed, contact the project manager.
243
244
245	=== __Supplier „AutoOrder settings"__ ===
246
247	Some suppliers require to place orders that make a full transport. Or to order goods in full transports is more cost - effective. Or orders must be sent to suppliers not less than some amount of money. Sometimes, orders for different storage locations may vary, for example, if the warehouse is located close to the supplier's store, the amount ordered may be less than for the remote storage locations. In such cases, "Order optimization" is used.
248
249	~1. In the window that opens, you can choose the most suitable method for optimizing your order:
250
251	1) If uniform optimization conditions are set for all storage areas, select "All warehouses. All split marks" on the left side of the window. On the right side of the window specify the optimization conditions.
252
253	2) If different conditions for optimization have to be set for different storage areas, add ("add") the required storage locations on the left side of the window (if necessary select split mark as well) and in the right side of the window specify the optimization conditions.
254
255	3) Optimization for auto sending only works on the higher side.
256
257	4) To minimize the order – to optimize to the reduction side, this can only be done by specifying the parameters manually.
258
259	5) To reduce the number of rows till...- this can be done also only by specifying the parameters manually.
260
261	2. Optimization conditions:
262
263	1) __No optimization.__ Orders will not be optimized.
264
265	In supplier card in “Auto Order settings” there is a choice to split an order into transports.
266
267	It can be set individual SKU to be put in only one transport. With this setting, the SKU will be not split into several vehicles and will be put in one (except the SKU exceeds a vehicle).
268
269	2) __Fill transportation batch.__ The table has to be completed in cases where the supplier delivers the orders only when the transport is fully completed or if it is more cost - effective to carry goods in full completed transport. In the window that opens, specify optimize by weight (kg) or volume (pal.). Type "Opt. Threshold", "Full" transport size, and "Max. Number of transports„:
270
271	* "Opt. Threshold" means the minimum weight (kg) or the volume from which an order formed for a supplier is increased to "Full" by weight or by volume. If the weight or volume specified in the "Opt. Threshold" is not reached, this kind of transport is not used for the order;
272
273	* "Full" means the maximum weight (kg) or volume up to which an order may be increased for the supplier;
274
275	Several transport filling cases can be described. The system automatically checks and selects the transports described when optimizing an order.
276
277	The order can not exceed neither the "Full" weight, nor the "Full" volume.
278
279	o the order is increased when the counted order quantity is less than "Full" but higher than "Opt. Threshold". All DTA items (even those that are not in order) of that supplier -except NON-goods- are increased proportionally.
280
281	o if the order quantity is less than the described transport "Opt. Threshold", then the order is suspended. It will be formed, but not sent (you will find this order in the New orders window).
282
283	o if the order quantity is bigger than automatically selected the closest transport "Full" meaning, transport is filled n times (or as much as indicated by Max. The number of transports) until the completion of N full transports by the same transport.
284
285	__Split order according to transportation batch__ – when a check mark is placed, the orders for the supplier are formed for each transport separately, that is, when the order consists of more than one transport, then the supplier will receive separate orders.
286
287	3) __Optimize, if the target is not exceeded.__ The table has to be completed in cases where the supplier agrees to deliver the order or it is more cost - effective if the order is not less than the specified amount.
288
289	It is allowed to optimize by the sum of money, weight, volume and goods quantity.
290
291	"Opt. Threshold" – means the amount at which the order will be increased to the "Target" amount (up to which the order must be increased).
292
293	* if "Opt. Threshold" is not reached, the order will be formed but not sent (you will find this order in the "New Orders" window);
294
295	* if the order amount is bigger than set "Opt. Threshold," but less than "Target", then in optimization the order will be increased to "Target" based on the specified optimization option parameters and sent.
296
297	* if the order amount is equal to or bigger than "Target" and corresponds to the specified optimization option parameter, then the order will not be changed and will be sent without any corrections.
298
299	In the New Orders window, the icon [[image:9.PNG]] means that the order should have been sent automatically, but the amount of "Opt. Threshold" has not been reached. Open this order and manually optimize it and send to the supplier, or remove;
300
301	For the order optimization by amount, you can enter a value in the field "Opt. Threshold", not less than 60% of the "Target" amount. The value can be changed in agreement with the project manager.
302
303	If a check mark "Split order according to transportation batch" is placed and is set optimization by volume for the supplier, then the orders will be splitted according to the specified optimization conditions.
304
305	Optimization does not change the quantities that have already been changed in the order manually before optimization.
306
307	IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".
308
309	== Import of orders' formation schedules ==
310
311	Where a large number of delivery schedules exist, in which different changes are made in accounting system daily, the schedule may be updated from the customer's accounting to Stock-M. THIS MUST BE AGREED WITH THE PROJECT MANAGER.
312
313	~1. Schedules are imported at the time of data exchange received in the CSV file format.
314
315	2. After the schedule import, the automatic supply schedule confirmation function works - all supply schedules received from the accounting are confirmed by the system automatically.
316
317	3. If, during the data exchange, the schedule is updated with a split mark that is not Stock-M, it will be automatically created in Stock-M.
318
319	4. Updated, automatically not confirmed schedules (the system does not confirm if there are errors in the schedules, e.g.: Monthly schedule but not specified supply days) can be found at: StockM → "Warnings" → "Critical warnings" → "Unconfirmed supply schedule" → Click the "Show" button in the window that opens to see all the updated and still not confirmed schedules.
320
321	5. After clicking on the schedule line [[image:10.PNG]], the supply schedule confirmation window appears where you will see the previous schedule "Previous", the updated schedule "Incoming" and the "New values" schedule that will become valid after confirmation.
322
323	6. The "New values" column is editable.
324
325
326	[[image:11.PNG]]
327
328	7(% style="letter-spacing:0.1px" %). (%%)If you agree to the changes of all values in the "New values" column, next to the question "Do you want to recalculate RD and GD?" press the icon(% style="letter-spacing:0.1px" %) [[image:12.PNG]] (%%)or type RD and GD manually and click on the button "Confirm", then the changes will be updated in the schedule.
329
330	8. If you wish to confirm the received schedule later, click on the button "Close".
331
332	9. If you disagree with the changes, press the button "Decline".
333
334	You can call up the Supply Schedule Confirmation window in the Supply Schedules window as well by clicking on the icon [[image:10.PNG]] in the "Confirmed" column.
335
336
337	== Change the supplier order formation or change the item supplier ==
338
339	If the specified supplier order formation frequency or time of the order delivery has changed, OR the item (SKU) supplier has changed to another, that is, previously items were supplied from one supplier, now are supplied from another, then you must DEFINITELY review the item buffers.
340
341	~1. Item buffers must be reviewed (and changed) if:
342
343	1) If the supply time is prolonged / order formation became rarer.
344
345	2) If the supply time has been shortened/order formation frequency increased more than 2 times.
346
347	2. The buffers may be changed in such a ways:
348
349	1) If the item is not new and has sales history ≥ 3 * RD. STOCK-M → "Inventory" → Filter: specific supplier (which now supplies the items):
350
351	* you see a list of items for the selected supplier in the window that opens. Select all rows for which you need to recalculate the buffers;
352
353	* after you have placed all the check marks, click button [[image:13.PNG]];
354
355	* in the table that opens, select [[image:14a.PNG]] ;
356
357	* when you click on the calculator icon [[image:15.PNG]] the Buffer Calculation Rules Window opens.
358
359	[[image:16.PNG]]
360
361	* When the period is selected, select the calculation method for the buffer: by average sales or by max sales during supply lead time (you can also add Murphy % to the calculation of buffers by the max sales during supply lead time).
362
363	2) Change the item buffers by the coefficient (according to how much decreased/increased supplier's supply parameters): STOCK-M → "Inventory" → Filter: specific supplier (which now supplies goods):
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365	* You see a list of items for the selected supplier in the window that opens. Do the same steps as listed in p. 2.1, except the last one. In the table that opens, choose enter the coefficient at which you want to change the buffers for the entire filtered list of items.
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367	[[image:18.PNG]]
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369	3. If the item is new and has no sales history, then enter the new item buffer manually [[image:17.PNG]].
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371	Important! When changing buffers, be sure to specify the reason for buffer change.
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374	== Supplier assignment in STOCK-M ==
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377	If a supplier of the item is not updated from the accounting program, then the supplier must be assigned to the item in STOCK-M. If you need to assign the same supplier for the same item in more than one warehouse, you can use the bulk editing function.
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379	STOCK-M → in the Inventory window, filter the items that require replacing the supplier → Select all lines and press [[image:13.PNG]] . In the window that opens, select the required supplier and save the changes.
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When a decision is made to purchase a product from a new supplier, it is necessary to describe it and to fill in the missing information in STOCK-M that is not updated from the accounting program.

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== **New supplier** ==

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A signal that the new supplier is not described in STOCK-M – the supplier ANONYMOUS (STOCK-M → "Inventory" → Filter: Supplier Anonymous) occurred.

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If a supplier is not updated from the accounting program, then search for a specific supplier and fill in the missing information that is not updating.

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== **Supplier settings** ==

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=== __Enter a new supplier__ ===

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STOCK-M → "Supplier Info" → "Supplier List" → Press "New"

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In the window that opens, BE SURE to specify " Supplier code" and " Supplier name" and do not forget to put a check mark in the "Active" box. After filling in the rest of the information, click "Save" and then you can fill in the information in the other windows of the supplier card.

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=== __Supplier „General Data“__ ===

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If the supplier is not updated from the accounting program, then StockM → " Supplier info" → " Supplier list", filter the required supplier. Pressing the pencil [[image:0a.PNG]] you can edit supplier data. In the "General data" card:

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1. Active – put the check mark "Active" (only if this check mark is applied – the system forms an order according to a set order formation schedule, you can manually create an order, Inventory Dynamics chart of the supplier will be visible in StockM).

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2. In case of a decision to stop working with a supplier, supplier must be made inactive in StockM.

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3. After the update, when the supplier activity is removed, the activation is removed from the supplier schedules automatically. The supply schedules are not even visible. If an activity is placed on the supplier, schedules will be visible, but they will be inactive - you will need to check and to confirm them.

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**FILL IN ONLY THE INFORMATION THAT IS NOT BEING UPDATED FROM THE ACCOUNTING PROGRAM **

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//1. Supplier code //– is a unique supplier code.

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//2. Supplier name //(will be visible in Stock-M and on the order form sent to this supplier).

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//3. Supplier address //– contact information (will be visible on the order form sent to this supplier).

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//4. Supplier phone number //- contact information (will be visible on the order form sent to this supplier).

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//5. Supplier fax// - contact information (will be visible on the order form sent to this supplier).

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//6. Supplier contact person// - contact information (will be visible on the order form sent to this supplier).

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//7. This supplier is the warehouse as well //– the storage location that corresponds to the supplier that you are describing is selected, i.e. the storage location is as a supplier to a further chain (for example, a central warehouse is a real storage location to which items are supplied from suppliers. The central warehouse is also the supplier to the regional storage places for which the goods are supplied from a central warehouse). This assignment is performed by the project manager.

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//8. DDP supplier reporting period// – selecting a period from the list and clicking [[image:0b.PNG]], the report is generated and downloaded immediately. The report can be generated for 3, 12 months, or both at once.

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// //(% style="letter-spacing:0.1px" %)The report can be generated in one of the selected languages: LT, RU, EN, or UA. To generate a report other than the user's language, you need to change the language on the menu bar.

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(% style="letter-spacing:0.1px" %)//9. Buffer management settings -// (%%)is an automatic buffer change based on system recommendations.

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* After you put the check mark in the "Auto increase" box, the system will automatically increase buffers after the data exchange for those items of the supplier whose inventory level is too low,

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* After you put the check mark in the "Auto decrease" box, the system will automatically decrease buffers after the data exchange for those items of the supplier whose inventory level is too high(% style="letter-spacing:0.1px" %).

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* "Do not increase buffer if undelivered orders present" - additional condition in the buffer increase(% style="letter-spacing:0.1px" %). (%%)If the goods are not delivered to the store for certain reasons, e.g.: not paid to the supplier; returned the goods to the supplier due to incorrect documents and so on, the system raises buffers after the balance is reduced. As a consequence, the quantity ordered for all items increases and does not physically fit with the next order. (% style="letter-spacing:0.1px" %)If there is a check mark, it is checked if (%%)the stock replenishment (IN) has been received during the last RD(% style="letter-spacing:0.1px" %):

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** if the stock replenishment was - the buffer is increased.

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** if there was no stock replenishment - the existing buffer is left.

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* (((

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"Do not increase the buffer if shipments are not full" - when this condition is enabled, not only the fact of replenishment, but also the quantity received is evaluated. The buffer will not be increased if the amount of additions during the replenishment period is less than 0.5 × BUF + Safety Buffer.

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)))

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**IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".**

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=== __Supplier „Orders data“__ ===

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This is the information related to orders sent to the supplier.

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//1. Order number format// - specify the format, that is, what will be the number of the outgoing order: supplier name abbreviation, a date, an order number, for example: Format ABC{1:yууyMMdd}-{0:0000}, in this case Order No. will be ABC20121008-0001 __(__usually Order No. format is unified for all suppliers__,__ it is agreed at the beginning of the project with the project manager__);__

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//2. Responsible person// - select the employee who is responsible for sending orders to this supplier from the list (if there is a setting for the supplier to split the order by manager, then the order will be assigned to the manager to whom the existing goods in the order belong to). The person who is assigned to the supplier will receive all copies of the orders sent to the supplier to his e-mail address. The responsible person can be changed without entering the supplier card in the supplier list:

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- when creating a special order including quantity on the way or without it, the responsible manager is assigned according to which manager the goods belong to;

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- if the order contains multiple managers' items, then it is the responsibility for the order of the one whose ordered lines are more. If the number of rows overlaps, a manager is assigned that has a higher total order quantity (pcs.).

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//3. Order e-mail recipients// – type the e-mail addresses to which must be sent the orders (you can save more than one e -mail address, separated by a comma, "semicolon"; "or space).

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//4.// //Send order copy.//

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The copy will be sent to persons responsible for the order and (or) who sent the order. The copy will not be sent, if this setting is inactive.

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//5. Order form selection// – spec. form can be created for the supplier if the supplier requires to receive orders in a form other than standard. If such a form is created for the supplier, then select it from the list (creation of a spec. form has to be agreed with the project manager);

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//6. Supplier currency// – if it is necessary to send orders to the supplier in a currency other than the set base (the order amount will be visible in the supplier's currency), then choose the code of the currency from a list in which the order will be formed;

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//7. Note in the new order window// –information that may be useful to you or your colleagues, or to which you need to pay attention, when sending a new order to the supplier, for example: after sending an order to inform John Peterson or others. Note is not included in the order form sent to the supplier - the supplier does not see it. In the window "New Orders", you can see the column "Note in the new order window" , which shows information from the field "Note in the new order window" on the supplier card.

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//8. Confirmation mode for arrived orders// - there is a possibility to choose whether the confirmation of the order arrived from supplier must be based on the amount arrived (IN) or according to file (shipments. csv). //**It is important**!!! Discuss with the project manager before making changes.//

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//9. Supplier has to confirm the order in xxx days - //the number of days during which the supplier must confirm the received order. By default - 0, this means that additional approval from the supplier is not required.

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//10. Supplier may split the order// .

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In supplier card window “Order data” the allowed percentage may be specified in setting “Supplier may split the order”. This setting (if it is set not 100%) works if delivered less than ordered.

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The supplier can deliver orders in parts, you can choose one of the options for closing orders:

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1) by total order quantity - the total quantities ordered and arrived will be checked in the order. When the total inbound quantity reaches the specified limit, the remaining part of the order is removed. This setting works by default.

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2) by ordered item quantity - each order line will be checked separately. When the quantity of each line that arrives reaches the specified limit, the remaining part of the order is removed.

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//__For the use of the method, BE SURE to consult your project manager.__//

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When the supplier executes the order partially, i.e. upon arrival of one part of the order, it has to be waited for the remaining part.

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- after clicking on [[image:pristatymas dalimis 100.PNG]], the box automatically saves 100%, i.e. only when all ordered quantity arrive (accordingly to the total order quantity or to the ordered item quantity), it will be confirmed that the order has been completed.

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- after clicking on [[image:pristatymas dalimis 25.PNG]], the box automatically saves 25%, i.e. when arrive more than 25% of the total quantity ordered (accordingly to the total order quantity or to the ordered item quantity), only then the remaining part of the order will be removed.

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- if you want to specify a different condition, type your preferred percent in the box. If arrives more than the specified percentage of the total order quantity, the remaining of the order will be removed. For example, when you save 65%, i.e. if arrives more than 65% of the total order quantity (accordingly to the total order quantity or to the ordered item quantity), the remaining part of the order will be removed.

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//11. Confirmation mode of arrived orders: additional parameter//

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An additional setting is visible after the update: “Supplier may overfill order”. Setting is visible only if confirmation mode of arrived orders is chosen: according to amount arrived (QntIN facts.csv), or according to changed inventory on hand (Balance facts.csv) and according to split orders option: by order item quantity.

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By entering the percentage (less than 100) in the setting “Supplier may overfill order”:

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* If arrived qty is not more than (order qty*percent), all arrived quantity is assigned to the current order. The current order is closed and no quantity is transferred / closes the quantity of the next order on the list.

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* If arrived qty is more than (order qty*percent), the excess is assigned and closes the quantity of the next order on the list.

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[[image:http://wiki.stockm.info/bin/download/NAUJIENOS/WebHome/20210408.jpg?rev=1.1||alt="20210408.jpg"]]

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//12. // //Annul late orders - // when a check mark is placed, the overdue supplier orders will be closed automatically. If no check mark is placed, no overdue supplier orders need to be removed automatically (the orders must be manually checked by the user and if necessary closed/removed);

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//13. Splitting the order~://

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//- by the split mark - // when a check mark is placed, the orders for the supplier are splitted according to the different marks assigned to the item, that is, separate order will be formed for each item mark for that supplier. Used in cases when separate orders for different items have to be sent to the same supplier.

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//- by responsible manager //- when a check mark is placed, the orders to the supplier are formed separately for each manager, that is, when multiple managers work with one supplier, and orders must be sent separately (you can use this function only when responsible manager is assigned to each item).

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14. //To reduce the quantity ordered - //setting allows to reduce the quantity ordered by StockM, according to the free balance available from the supplier. If the supplier does not have enough free balance for the desired quantity, the order will be reduced to the balance available from the supplier.

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This setting is enabled on the supplier's card and only takes effect when the Supplier's balance of the item is visible in StockM.

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* The supplier's balance (in supplier's units) can be loaded to StockM from the accounting (via supplier_sku.csv file) during data exchange or entered in the StockM in the "Supplier SKU information" window (new column "Supplier balance")

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* Each warehouse can order as many units of the same item as are available from the supplier (we recommend using this setting when items are delivered from the supplier to the central warehouse).

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* In StockM, the order window also shows the column “Supplier balance”, but already in the basic units of measure (automatically converted into the basic units of measure specified in StockM, if they are different from the supplier units of measure).

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**IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".**

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=== __Supplier „Text message“__ ===

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A single order text that is agreed at the beginning of the project with the project manager is applied to all orders as standard.

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If in a letter sent to the supplier with an order you need to specify other information, then in the window "Text message" that opens, type the text that will be visible in the body of the order letter sent to the supplier by e-mail.

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If this window contains text that is filled in, then preference to this text is given.

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**IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".**

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=== __Suppliers schedule__ ===

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Orders are created for the supplier according to a specified schedule. To describe a new order formation schedule, click the button "Schedule" at the top on the right of the supplier card window that opens. The Supplier schedules window opens:

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~1. If you want to describe a new order formation schedule, click the button "New" (at the top on the left) in the window that opens.

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(% style="letter-spacing:0.1px" %)2. (%%)In the table that appears, select the storage location and the supplier to which the orders will be formed.

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1) if you need to form a separate order for a part of the items of the same supplier on different days of the week and/or order delivery time is different, select the split mark.

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2) how to create a split mark (see 3. Split mark of the order).

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3) the selected mark must be assigned to the items (see 5. Items (SKU) settings).

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4) the order "with mark" will only contain items that have assigned mark (if there is no check mark "Split order" in the supplier card but exists the order formation schedule according to the split mark, then a separate order will be formed according to the mark, regardless the check mark "Split order" in the supplier card).

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5) if there is created supplier order formation schedule "without mark" and "with mark":

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* and if both of these schedules are active, then according to the each schedule, the order "with mark" will be formed (only the items having that mark will be included), and another order "without mark" (all the remaining items will be included).

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* if the schedule „without mark“ is active and „with mark“ is not active, then order „without mark“ will be formed, and all items (even those that belong to the specified mark) will be included in this order.

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* if the schedule „without mark“ is not active and „with mark“ is active, then order „with mark“ will be formed and only the items having that mark will be included in this order.

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3. After selecting a storage location, supplier and/or split mark, click "Create".

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4. Put the check mark "active" (the orders are formed according to the active schedule only). Activity – this means that the supplier schedule is valid and the orders are formed based on it.

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5. In the days of the week when orders have to be formed, enter the number - time of the order delivery (completion) in days (these figures may vary for different days of the week).

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6. "7/30" shows orders formation cycle for that supplier:

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1) weekly (7), i.e. on fixed days of the week.

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2) monthly (30) i.e. orders are formed on fixed days of the month.

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7. Frequency - in what periodicity must form orders for the supplier.

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1) If the supplier has a weekly supply schedule (7 in the column "7/30"), the weekly frequency has been selected. For example, 0 - means several times a week; 3 - means every 3 weeks, etc.).

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2) If the supplier has a monthly delivery schedule (30 in the column "7/30"), the monthly frequency has been selected. For example, 0 - means several times a month, 1 - means every month, 2 -means every 2 months, etc.

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3) If there are more than 1 day per week of orders formation days, then the week field ("frequency") must contain "0" (zero). If > 0 is entered, then the system automatically changes to 0.

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**//Note//**//. If a monthly order creation schedule is selected - for all days of the week (from Monday to Sunday) must be indicated the same number of days - time of the order delivery (completion).//

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8. Days of month – on which days of the month the orders have to be formed (MONTHLY DELIVERY CYCLE). For example: 8, 15 – orders will formed on the eighth and fifteenth day.

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9. Starting date – type the date when the first order must be formed for the supplier (if the entered date does not match the day of the week when the order must be formed, then the system will form the first order on the nearest day of the week).

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10. The column "Next delivery".

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This column is visible in the Inventory, Suppliers Schedule windows and on the product card. If the item is the same time in a several orders, the nearest expected delivery date is displayed. If you don't see the column, open it through the column selection.

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~11. Autoplace - if you want the order to be sent to the supplier automatically (the system automatically generates the order and sends it to the indicated e-mail address of the supplier), place a check mark next to "Autoplace". Autoplace – this is when the system forms the order according to the schedule and sends it immediately to the supplier, if all conditions for minimum amount and transport specified for the supplier are met.

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(% style="letter-spacing:0.1px" %)12. RD – (%%)is the period in days in which the item balance must dominate in the red buffer zone that system would offer to increase buffer for the item. This period depends on the supplier's delivery time and order formation frequency (recommended: at least 7).

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13. GD - is the period in days in which the item balance must dominate in the green buffer zone that system would offer to decrease buffer for the item. This period depends on the supplier's delivery time and order formation frequency (recommended: at least 7).

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14. When the check mark "Calc RD/GD" is placed, the system will calculate the RD/GD based on the schedule parameters by itself.

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15. E-mail – type the e-mail address to which orders of this storage location have to be sent (you can save more than one e-mail address, separated by a comma ", " or semicolon "; " ).

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16. Note in schedule/ order form - enter a note if you want to see it not only in the supply schedule, but also in the order form.

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17. Change supplier - possibility to change an external supplier to a central warehouse (CW). When an order is formed for an external supplier, the system can verify the balance of the central warehouse and if that balance is sufficient, change the supplier to CW. Conditions for a change when a balance in CW is:

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· for DTA items > = BUF+MOQ;

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· for DTO items > = MOQ.

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In the column "Change supplier", a list of central warehouses is visible - the user is allowed to select a central warehouse into which supplier has to be changed.

[[image:6b.PNG]]

Changing the supplier according to the conditions specified is completed only during creation of orders during each exchange. The "Main supplier" column in the inventory window displays the supplier that is received through the exchange.

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If you have terminated the collaboration with the supplier or you have created a schedule for a not correct storage location, etc., and these schedules need to be removed, take away the check mark "Active", save the changes, select the desired line and click on the button [[image:7.PNG]].

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If you need to adjust or copy an existing schedule to the other warehouses, you can do so by selecting the required lines in the Suppliers schedules list and clicking the button [[image:8.PNG]].

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**IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".**

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**Order formation several times a day.**

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The orders are formed by StockM system once a day. They are only formed if the data are renewed on that date before the order's formation.

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There is an option to form orders according to the time set in the 'Suppliers schedule '(data before order formation must be renewed). You can see the "Time" column in the 'Suppliers schedule ' to indicate the order formation time. The time is chosen from a list that is specified in SM Admin.

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**Important:** usage of this function is agreed separately and is set for a whole company. If needed, contact the project manager.

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=== __Supplier „AutoOrder settings"__ ===

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Some suppliers require to place orders that make a full transport. Or to order goods in full transports is more cost - effective. Or orders must be sent to suppliers not less than some amount of money. Sometimes, orders for different storage locations may vary, for example, if the warehouse is located close to the supplier's store, the amount ordered may be less than for the remote storage locations. In such cases, "Order optimization" is used.

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~1. In the window that opens, you can choose the most suitable method for optimizing your order:

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1) If uniform optimization conditions are set for all storage areas, select "All warehouses. All split marks" on the left side of the window. On the right side of the window specify the optimization conditions.

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2) If different conditions for optimization have to be set for different storage areas, add ("add") the required storage locations on the left side of the window (if necessary select split mark as well) and in the right side of the window specify the optimization conditions.

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3) Optimization for auto sending only works on the higher side.

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4) To minimize the order – to optimize to the reduction side, this can only be done by specifying the parameters manually.

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5) To reduce the number of rows till...- this can be done also only by specifying the parameters manually.

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2. Optimization conditions:

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1) __No optimization.__ Orders will not be optimized.

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In supplier card in “Auto Order settings” there is a choice to split an order into transports.

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It can be set individual SKU to be put in only one transport. With this setting, the SKU will be not split into several vehicles and will be put in one (except the SKU exceeds a vehicle).

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2) __Fill transportation batch.__ The table has to be completed in cases where the supplier delivers the orders only when the transport is fully completed or if it is more cost - effective to carry goods in full completed transport. In the window that opens, specify optimize by weight (kg) or volume (pal.). Type "Opt. Threshold", "Full" transport size, and "Max. Number of transports„:

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* "Opt. Threshold" means the minimum weight (kg) or the volume from which an order formed for a supplier is increased to "Full" by weight or by volume. If the weight or volume specified in the "Opt. Threshold" is not reached, this kind of transport is not used for the order;

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* "Full" means the maximum weight (kg) or volume up to which an order may be increased for the supplier;

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Several transport filling cases can be described. The system automatically checks and selects the transports described when optimizing an order.

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The order can not exceed neither the "Full" weight, nor the "Full" volume.

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o the order is increased when the counted order quantity is less than "Full" but higher than "Opt. Threshold". All DTA items (even those that are not in order) of that supplier -except NON-goods- are increased proportionally.

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o if the order quantity is less than the described transport "Opt. Threshold", then the order is suspended. It will be formed, but not sent (you will find this order in the New orders window).

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o if the order quantity is bigger than automatically selected the closest transport "Full" meaning, transport is filled n times (or as much as indicated by Max. The number of transports) until the completion of N full transports by the same transport.

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__Split order according to transportation batch__ – when a check mark is placed, the orders for the supplier are formed for each transport separately, that is, when the order consists of more than one transport, then the supplier will receive separate orders.

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3) __Optimize, if the target is not exceeded.__ The table has to be completed in cases where the supplier agrees to deliver the order or it is more cost - effective if the order is not less than the specified amount.

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It is allowed to optimize by the sum of money, weight, volume and goods quantity.

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"Opt. Threshold" – means the amount at which the order will be increased to the "Target" amount (up to which the order must be increased).

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* if "Opt. Threshold" is not reached, the order will be formed but not sent (you will find this order in the "New Orders" window);

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* if the order amount is bigger than set "Opt. Threshold," but less than "Target", then in optimization the order will be increased to "Target" based on the specified optimization option parameters and sent.

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* if the order amount is equal to or bigger than "Target" and corresponds to the specified optimization option parameter, then the order will not be changed and will be sent without any corrections.

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In the New Orders window, the icon [[image:9.PNG]] means that the order should have been sent automatically, but the amount of "Opt. Threshold" has not been reached. Open this order and manually optimize it and send to the supplier, or remove;

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For the order optimization by amount, you can enter a value in the field "Opt. Threshold", not less than 60% of the "Target" amount. The value can be changed in agreement with the project manager.

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If a check mark "Split order according to transportation batch" is placed and is set optimization by volume for the supplier, then the orders will be splitted according to the specified optimization conditions.

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**Optimization does not change the quantities that have already been changed in the order manually before optimization.**

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**IF YOU ENTER NEW INFORMATION OR MAKE CHANGES ONLY IN THIS WINDOW, DON'T FORGET TO CLICK "SAVE".**

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== **Import of orders' formation schedules** ==

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Where a large number of delivery schedules exist, in which different changes are made in accounting system daily, the schedule may be updated from the customer's accounting to Stock-M. THIS MUST BE AGREED WITH THE PROJECT MANAGER.

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~1. Schedules are imported at the time of data exchange received in the CSV file format.

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2. After the schedule import, the automatic supply schedule confirmation function works - all supply schedules received from the accounting are confirmed by the system automatically.

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3. If, during the data exchange, the schedule is updated with a split mark that is not Stock-M, it will be automatically created in Stock-M.

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4. Updated, automatically not confirmed schedules (the system does not confirm if there are errors in the schedules, e.g.: Monthly schedule but not specified supply days) can be found at: StockM → "Warnings" → "Critical warnings" → "Unconfirmed supply schedule" → Click the "Show" button in the window that opens to see all the updated and still not confirmed schedules.

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5. After clicking on the schedule line [[image:10.PNG]], the supply schedule confirmation window appears where you will see the previous schedule "Previous", the updated schedule "Incoming" and the "New values" schedule that will become valid after confirmation.

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6. The "New values" column is editable.

[[image:11.PNG]]

7(% style="letter-spacing:0.1px" %). (%%)If you agree to the changes of all values in the "New values" column, next to the question "Do you want to recalculate RD and GD?" press the icon(% style="letter-spacing:0.1px" %) [[image:12.PNG]] (%%)or type RD and GD manually and click on the button "Confirm", then the changes will be updated in the schedule.

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8. If you wish to confirm the received schedule later, click on the button "Close".

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9. If you disagree with the changes, press the button "Decline".

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You can call up the Supply Schedule Confirmation window in the Supply Schedules window as well by clicking on the icon [[image:10.PNG]] in the "Confirmed" column.

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== **Change the supplier** **order formation or change the item supplier ** ==

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If the specified supplier order formation frequency or time of the order delivery has changed, **OR **the item (SKU) supplier has changed to another, that is, previously items were supplied from one supplier, now are supplied from another, then you must **DEFINITELY** review the item buffers.

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~1. Item buffers must be reviewed (and changed) if:

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1) If the supply time is prolonged / order formation became rarer.

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2) If the supply time has been shortened/order formation frequency increased more than 2 times.

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2. The buffers may be changed in such a ways:

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1) If the item is not new and has sales history ≥ 3 * RD. STOCK-M → "Inventory" → Filter: specific supplier (which now supplies the items):

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* you see a list of items for the selected supplier in the window that opens. Select all rows for which you need to recalculate the buffers;

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* after you have placed all the check marks, click button [[image:13.PNG]];

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* in the table that opens, select [[image:14a.PNG]] ;

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* when you click on the calculator icon [[image:15.PNG]] the Buffer Calculation Rules Window opens.

[[image:16.PNG]]

* When the period is selected, select the calculation method for the buffer: by average sales or by max sales during supply lead time (you can also add Murphy % to the calculation of buffers by the max sales during supply lead time).

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2) Change the item buffers by the coefficient (according to how much decreased/increased supplier's supply parameters): STOCK-M → "Inventory" → Filter: specific supplier (which now supplies goods):

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* You see a list of items for the selected supplier in the window that opens. Do the same steps as listed in p. 2.1, except the last one. In the table that opens, choose enter the coefficient at which you want to change the buffers for the entire filtered list of items.

[[image:18.PNG]]

3. If the item is new and has no sales history, then enter the new item buffer manually [[image:17.PNG]].

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**Important!** When changing buffers, be sure to specify the reason for buffer change.

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== **Supplier assignment in STOCK-M ** ==

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If a supplier of the item is not updated from the accounting program, then the supplier must be assigned to the item in STOCK-M. If you need to assign the same supplier for the same item in more than one warehouse, you can use the bulk editing function.

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STOCK-M → in the Inventory window, filter the items that require replacing the supplier → Select all lines and press [[image:13.PNG]] . In the window that opens, select the required supplier and save the changes.

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