Log-in
et
/
en
General Actions:
Wiki
▼
:
Document Index
Space:
Main
▼
:
Document Index
Page:
VMI Stock
Page Actions:
Export
▼
:
Export as PDF
Export as RTF
Export as HTML
More actions
▼
:
Print preview
View Source
VMI user manual
»
VMI Stock
Wiki source code of
VMI Laoseis
Last modified by kristina on 2017/03/07 09:40
Content
·
Comments
(0)
·
Attachments
(1)
·
History
·
Information
Show line numbers
(% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)"VMI Stock" view enables to: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)view the stock level and sales data of your products at chosen customer's POS; * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)filter the report according to the selected criteria; * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)download the results in Excel format for further processing; * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)view the documents upon which the report was created. (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) === Interpreting the data and colors === If you have activated the Data Quality (master data management) service, product quantities at the report have colour indicators: Cell in the stock aisle is yellow - product stock level at the particular store is below agreed average i.e. (min qty + max qty)/2 Cell in the stock aisle is red - (% style="font-size: 14px; font-style: normal; font-weight: normal; text-align: start; background-color: initial;" %)product stock level at the particular store is below agreed minimum Cell in the stock aisle is empty - the product was not included into the last inventory report === Generating a report === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)To create a report, select (% style="font-size: 13px;" %)"Buyer" and "POS" that you wish to include, and press "**Generate Report**" (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)NB! Stock report displays only one point of sale at a time. (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)By default the report is generated for the last 7 days (including today). The report displays filtered results, if the filter is set previously for this particular point of sale. (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 100%" %)Choosing a period(%%) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)You can change the reporting period by: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)clicking "Choose period" and * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)choosing suitable time from the dropdown menu: (%%)** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)14 days(%%)** ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)30 (% style="font-size: 14px; font-style: normal; font-weight: 700; text-align: start; font-size: 10pt" %)days ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)60 (% style="font-size: 14px; font-style: normal; font-weight: 700; text-align: start; font-size: 10pt" %)days ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)90 (% style="font-size: 14px; font-style: normal; font-weight: 700; text-align: start; font-size: 10pt" %)days ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)current week ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)last week ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)current month ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)last month (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)NB! The data is usually stored in the system at least for 90 days. Data cleanup is scheduled quarterly, therefore it might be possible to view also longer data periods. (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 100%" %)Filtering data(%%) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)You can apply different filters to get various data views: * (% style="font-size: 13px;" %)choose the suitable filter from the dropdown menu (NB! Some of the filters require for you to have assortment data stored in Telema system, these are marked with *): * ** Product group* - choose a product group from the list;** ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Name - enter at least 3 characters of the product name; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)GTIN - enter at least 3 characters of the product's GTIN code; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Seller's product code - enter at least 3 characters of your product code; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Products * - you can choose from these products according to the assortment list: (%%)*** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)current assortment - only products that are in the current assortment are displayed;(%%)** *** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)all products - displays all products that have a reference in any of the received VMI documents during the selected period; *** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)not current products - displays only those products that are not in the current assortment, for example products that were current before and might have some stock left in shops; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Stock - select, if you wish to filter according to the inventory level: (%%)*** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)= - equal to the entered value;(%%)** *** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)< - (% style="FONT-FAMILY: ~"Lucida Sans Unicode', 'Lucida Grande~" sans-serif; FONT-SIZE: 10pt; font-size: 14px; font-style: normal; font-weight: 700; text-align: start; font-size: 10pt" %)smaller than the entered value(% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %); *** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)> - (% style="FONT-FAMILY: ~"Lucida Sans Unicode', 'Lucida Grande~" sans-serif; FONT-SIZE: 10pt; font-size: 14px; font-style: normal; font-weight: 700; text-align: start; font-size: 10pt" %)greater than the entered value(% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)s; *** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)<min* - smaller than minimum qty set for this product in the assortment. No need to enter additional numeric values; *** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)>max* - greater than maximum qty set for this product in the assortment. No need to enter additional numeric values; *** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)<avg* - smaller than the average of min and max qty set for this product in the assortment. No need to enter additional numeric values; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Min* - select how you wish to filter (<>=) and enter the value. The data is filtered according to the set minimum quantity; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Max* - select how you wish to filter (<>=) and enter the value. The data is filtered according to the set maximum quantity; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Days covered . - select how you wish to filter (<>=) and enter the value; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Total sales - select how you wish to filter (<>=) and enter the value; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Average sales - select how you wish to filter (<>=) and enter the value; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)From - choose the start date; ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)To . - choose the end date; * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)click "**Generate Report**". (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)If you wish to use the same filtering criteria for the same POS again, click "**Save filter**". To reset the filter, click "Clear" and resave the filter. (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif" %)Downloading data(%%) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)You can download the displayed data for further processing. By applying different filters you can download various reports - the system downloads the data of the current view. * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)apply filters and create the desired data report; * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)click "Download" * (% style="font-size: 13px;" %)open the downloaded report with MS Excel or some other application enabling to open "*.xls" files. (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 100%" %)Viewing base documents(%%) === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)If necessary, you can check which documents were used to create a report: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)choose tab "Documents". (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; COLOR: #000000; FONT-SIZE: 10pt" %)[[image:EAS.jpg]]
