Module: Suggesting warehouse and custom items

Executive summary

Suggesting warehouse and custom items is a graphical module that deals with and enables changing items from custom items into warehouse items and vice versa based on sales statistics to individual customers.

The user is the able to statistically define if it is economical to have the item in stock, or if it is more appropriate to order the item only when a customer’s order arrives.

It enables improving availability of currently custom items and also helps to get rid of stock at the warehouse items with low sales numbers.

Functional description

Based on selected filters, the module shows in GUI those items, that are supposed to be changed, if there is a standard stock held for them, or if the items are only available after an order.

Graphical interface

The module has a graphical interface that is by default accessible in the section Reports.

The interface consists of three tabs:

1. Suggested custom items into warehouse items - a list of custom items for which it is suggested to hold warehouse stock instead of waiting for customer order. The criteria are the values selected in filters above the table.
2. Suggested warehouse items into custom items - a list of warehouse items for which it is suggested not to hold warehouse stock and instead wait for customer order. The criteria are the values selected in filters above the table.
3. Custom items - a list of items that are currently not being held in warehouses and are available only after customer order.

For the items from central warehouses, data are always taken including subordinate warehouses. For items from non-central warehouses, data are considered only for this specific item.

The algorithm

The report shows data in the first two tabs based on these criteria from the filter:

• Selected period
• Sales frequency
• Number of customers
• A share of sales by the largest customer

To show the item in the section “Suggested custom items into warehouse items”, it is necessary for the item to fulfill all conditions in the specified time period (1): Sufficiently frequent sales (2, 3) Enough customers (4) Not have one customer with a large majority (5)

Fields numbered by an order

To show the item in the section “Suggested warehouse items into custom items”, it is necessary for the item to fulfill at lease one condition in the specified time period (1):

• Insufficiently frequent sales (2, 3)
• Insufficient number of customers (4)
• One customer with a significant majority (5)

Fields numbered by an order

Extensions

Export into ERP

It is possible to add automatic or manual export of suggestions into ERP system.