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VMI Stock
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VMI Laoseis
Last modified by kristina on 2017/03/07 09:40
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1: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)"VMI Stock" view enables to: 2: 3: * (% 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; 4: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)filter the report according to the selected criteria; 5: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)download the results in Excel format for further processing; 6: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)view the documents upon which the report was created. 7: 8: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) 9: 10: === Interpreting the data and colors === 11: 12: If you have activated the Data Quality (master data management) service, product quantities at the report have colour indicators: 13: 14: 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 15: 16: 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 17: 18: Cell in the stock aisle is empty - the product was not included into the last inventory report 19: 20: 21: === Generating a report === 22: 23: (% 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**" 24: 25: (% 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. 26: 27: (% 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). 28: 29: The report displays filtered results, if the filter is set previously for this particular point of sale. 30: 31: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) 32: 33: === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 100%" %)Choosing a period(%%) === 34: 35: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)You can change the reporting period by: 36: 37: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)clicking "Choose period" and 38: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)choosing suitable time from the dropdown menu: 39: (%%)** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)14 days(%%)** 40: ** (% 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 41: ** (% 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 42: ** (% 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 43: ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)current week 44: ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)last week 45: ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)current month 46: ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)last month 47: 48: (% 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. 49: 50: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) 51: 52: === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 100%" %)Filtering data(%%) === 53: 54: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)You can apply different filters to get various data views: 55: 56: * (% 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 *): 57: * ** Product group* - choose a product group from the list;** 58: ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)Name - enter at least 3 characters of the product name; 59: ** (% 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; 60: ** (% 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; 61: ** (% 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: 62: (%%)*** (% 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;(%%)** 63: *** (% 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; 64: *** (% 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; 65: ** (% 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: 66: (%%)*** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)= - equal to the entered value;(%%)** 67: *** (% 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" %); 68: *** (% 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; 69: *** (% 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; 70: *** (% 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; 71: *** (% 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; 72: ** (% 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; 73: ** (% 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; 74: ** (% 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; 75: ** (% 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; 76: ** (% 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; 77: ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)From - choose the start date; 78: ** (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)To . - choose the end date; 79: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)click "**Generate Report**". 80: 81: (% 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. 82: 83: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) 84: 85: === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif" %)Downloading data(%%) === 86: 87: (% 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. 88: 89: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)apply filters and create the desired data report; 90: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)click "Download" 91: * (% style="font-size: 13px;" %)open the downloaded report with MS Excel or some other application enabling to open "*.xls" files. 92: 93: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) 94: 95: === (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 100%" %)Viewing base documents(%%) === 96: 97: (% 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: 98: 99: * (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %)choose tab "Documents". 100: 101: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) 102: 103: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; FONT-SIZE: 10pt" %) 104: 105: (% style="FONT-FAMILY: 'Lucida Sans Unicode', 'Lucida Grande', sans-serif; COLOR: #000000; FONT-SIZE: 10pt" %)[[image:EAS.jpg]]
