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Proper management of stock strategies provides many advantages in purchasing and sales processes. In order to perform correct stock management, a stock strategy specific to each product must be defined.

Strategy Type: Used to choose whether time or quantity will be taken as basis. Stock strategies are defined in two ways; According to Lead Time and Stock Quantity. For stock strategies to be defined based on lead time, "Day" should be selected in the Strategy type field, and for stock strategies to be defined based on stock amount, "Unit" should be selected.

Maximum Stock: It is the upper limit amount that the product should be in stock.

For example; If there is a limit exceeding this amount on the receipt or invoice, let's assume that we enter 50 in this field. We have 25 of this product in our stock and we are issuing a delivery note for 50 more.

You can see this quantity excess by listing on a strategy basis on the stocks screen.

Minimum Stock: This is where you need to enter the amount you do not want to fall below. This field will show the existing and planned quantities when taken on a strategy basis on the stocks screen and write them as insufficient stock at the end of the line.

Blocked stock: It ensures that the number you enter for the product is deducted from the salable stock. In other words, if your salable stock is 50, if you enter 25 in the blocked stock, your salable stock will be 25.

Reorder Point: When entering the quantity, it is entered based on the lead time.

For example; If you enter 10 here while day is selected as the strategy type, the system will "Place Order" when there is close to 10 days of stock on hand.

Minimum Order Quantity: The amount specified here will be automatically added to the line of each order entered for the product, under all circumstances.

Maximum Order Quantity: It is used to indicate the maximum order amount for the product to be placed at one time.

Order Type: Increasing order (10-11-12-13...), Order in multiples (5-10-15-20.....)

Supply Time: It is used to indicate the average lead time of the product. In stock strategies defined according to lead time, the lead time written here is used by the system to determine stock situations (urgent order, place order, excess stock, sufficient stock). For example; If we write 3 in this field, it means that the product is supplied 3 days after the order is placed.

Warn at Reorder Point: If checked, this information will appear as a warning on the home page of the purchasing officer. For example; Let's give the reorder point quantity value 25. If the Products Arriving at Reorder Point box is checked on the Agenda page; When the amount of stock decreases to 25, the relevant product will be displayed in the products that are at reorder point section on your home page. If unchecked, only the stock list will appear on a strategy basis.

Saleable Stock Principles: It is a feature used only in B2C. It is used to adapt B2C orders.

Warehouse-Based Strategy

Warehouse-based stock strategy can be defined from the stock detail page.

The capacity of each warehouse, lead time, etc. It is important to define a stock strategy on a warehouse basis because the situations are different.

To define a stock strategy on a warehouse basis, click on the red box icon at the beginning of the relevant product stock line in the Stock Strategies section.

Note: In order to see the products in the stock strategy by warehouse, If the report type is selected based on the list strategy and the warehouse for which the strategy is requested is selected from the filter section, the stock strategy of the selected warehouse can be seen.

If you list the ERP > Sales-Distribution > Stocks page as follows, you can view your stock strategies.

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About Workcube Objects

Sellable Inventory Principles

It is a feature used in B2C. It is used to adapt B2C orders.

Type: Param Version: Catalyst v8 Licence: Standard Author: Workcube Core