CONTENTS

Using Stock Replenishment with Product Min/Max levels

Using Stock Replenishment with Product Sales

Introduction

The Stock Replenishment module has been designed to allow you to generate Stock Transfers within the Cybertill system using a calculation of either sales data or Min/ Max levels against Products in various locations within your Cybertill system.

The module itself allows operators to see at a glance which shops require a replenishment of stock from a specified location such as a Warehouse. These calculations can be made either using Sales History against Products over a specified timescale or using pre-determined min/ max levels per Product per shop Location. These suggested Stock Replenishment calculations can then be easily added to stock transfers to be dispatched as and when from your replenishing Location such as the Warehouse.

User Permissions

There are permissions that determine if a user/ user group can view and access both the Stock menu, and the option of Stock Replenishment.

To check these permissions,

select the Admin menu.

Scroll down to the Users section and select User Management.

Note: selecting User Management allows you to view the permissions for that one user. If you wish to check per User Group, select User Groups (found in the same menu), and follow the same process.

Group 13164, Grouped object

Select Edit Permissions against the relevant user/ group.

Group 13165, Grouped object

Group 13166, Grouped object

From this page you can check if the user has access to the Stock menu.

Scroll down to the Menu section and refer to the Stock dropdown.

Depending on if you wish for this to show/ be hidden for the user,

select the relevant option.

Refer to the Key at the top of the User Permissions page to explain each of these options.

The second User Permission is named Stock Replenishment.

Scroll down to this setting.

Group 13476, Grouped object

Again, select the relevant option.

Using Stock Replenishment with Product Min/Max levels

From within the Backoffice,

select the Stock menu.

Locate to the Stock Updates section and select Stock Replenishment.

A Products Filter page will appear:

Please note, you will automatically be logged on as your user’s default location so any Stock Replenishment calculations will be generated based on the stock available to transfer ‘from’ your default location. You will notice the location you are logged onto at the top of the screen. If you decide to change where the stock is going to be replenished from,

choose the drop-down menu and select a different location.

Next,

from the dropdown menu, select the locations you wish to include in your replenishment.

Note: you can click the tick boxes to the left of the location names to select them, or use the check all option at the top of the menu. Alternatively, you can use the filter and begin typing the name of your desired location which should then automatically populate the field below ready for inclusion.

You can also filter the Products you wish to include in your replenishment. Again, using the dropdown menu’s you can choose to limit the replenishment to only include Products in certain Categories and/ or with certain Seasons, Suppliers or Brands in order to be more specific with your Replenishment.

Once you have filtered your required Products,

set the Stock Requirement Calculation* to Min/Max Stock Levels as highlighted below.

If you wish to include all items regardless of Stock Requirement Calculation,

tick the box.

Once you have selected these filters,

select the Display Stock Requirements button located at the bottom of the page.

The system will look for Products under the criteria you have set which require replenishment. This is done by considering their current Stock Levels and, more importantly, their Min/Max levels which you will have set previously for each Product either for all locations or possibly location specific.

The screen should refresh at this point and display the Requirement buttons for the locations you have included.

Note: in our example below, we can see that an Umbrella Product has been displayed along with the current stock levels for both Locations, as well as a current available value for the Location you intend to replenish from.

Staying with our example, we can see that ‘Liverpool’ location has currently 4 Umbrellas in stock. However, they have Min/Max levels set for this Product as ‘5’ and ‘10’. The system has looked at these figures and calculated a suggested requirement of ‘6’ to increase the Stock Level to the maximum stated for this Location.

The ‘London’ Location has a ‘0’ Stock Level and Min/ Max levels set as ‘7’ and ‘12’, so a suggested requirement calculation has been made of ‘12’.

You will also notice + and – symbols which allow you to overwrite the suggested requirement values if you so wish.

As you make these change the Balance column value will change automatically as this denotes how much stock you have at the Location you wish to replenish from. In this example we have 96 Umbrellas available at our Lichfield Location however we have already earmarked 6 Umbrellas for ‘Liverpool’ and 12 ‘Umbrellas’ for London which leaves our current balance at 78.

Once you are happy with your requirement values,

▪ select the Create Transfers button.

This will then generate Transfers which will need to be dispatched from your replenishing Location and then booked in at your receiving Locations, as standard.

A message will appear at the top of the screen advising that Transfers were created successfully.

Using Stock Replenishment with Product Sales

Again, from within the Stock menu,

click on Stock Replenishment.

The Products Filter page will open:

choose the drop-down menu and select a different location.

Next,

select the locations you wish to include in your replenishment from the dropdown menu.

Note: you can click the boxes to the left of the locations to select or use the check all option at the top of the menu. Alternatively, you can use the filter and begin typing the name of your desired location which should then automatically populate the field below ready for inclusion.

Once you have filtered your required Products,

set the Stock Requirement Calculation* to the relevant time period. This can be, Sales Over Past 1 week, Sales Over Past 2 week, Sales Over Past 3 week, Sales Over Past 4 week, or Sales over custom time period.

Note: in the example used in this document, we have chosen ‘Sales over past 1 week’.

If you chose ‘Sales over a custom time period’ then use the Start date and End day fields to specify the date range of sales you wish to include in your calculation against current Stock Levels. You can enter the required date range either by

selecting the dropdown menus to the right of each Day/Month/Year or alternatively by selecting the symbol which displays a calendar where you can select the required date range by clicking on the required date.

Once you have selected these filters,

select the Display Stock Requirements button located at the bottom of the page.

It is important to be aware that no results will appear if you have no sales of Products from the selected category in the selected range, or if you have sufficient stock already in the shop to satisfy your suggested cover. Cybertill will calculate how much stock is required for products with a sales history within your specified date range and consider current stock available in the shop.

In the example above, we identified that the ‘Lichfield’ Location had sold 3 of the Walking Stick Products in the 1 last week and their current stock level was ‘0’. The system therefore suggested a replenishment requirement of ‘3’ which adjusts the stock balance at the replenishing location accordingly down to ‘97’.

In the next example below, we have identified that again the ‘Lichfield’ Location had sold ‘3’ of the Walking Stick Products in the last week and their current stock level was ‘0’. However, this time the replenishing location ‘Liverpool’ only has 2 of the walking sticks available in stock so the suggested stock requirement value is ‘2’ this time, as there are only 2 Walking Sticks available for replenishment. This is an important consideration if you are wondering why a calculation sometimes is different to what you expected.