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Suggest Orders

Stock Cover Levels

The suggested ordering works by ordering items which have stock less than a minimum quantity. It will then order enough stock to get to a maximum quantity. See Suggested Ordering for further information. If you simply attempted to set minimum and maximum quantities for each item, you would quickly discover that this was a tedious and time consuming job. You can let the system set these specific quantities based on the rate of sale and the stock cover you desire. For example, if you want to have a minimum of 1.5 weeks stock and you sell four per week then you would need a minimum quantity of six. This grid allows you to set the required stock levels for a  department, department/category or department/category/group  (subgroups are not used). The Suggested Ordering will use these details to set specific quantities for each item. It will choose the details for a department/category/group first. If none exist, it will try to find one for a department/category. if this doesn't exist if will try to find one for the department. Finally, if this doesn't exist it will try to find one for the system.

As you expand the combination tree, the system will automatically show any existing stock cover levels for the selected combination.

To add a new default stock cover record, expand the tree to the required level and click the Add button. You must enter the location for which this stock cover record will apply. This can be a specific location or a group. You then enter the Minimum Stock Cover, Reorder Stock Cover and Maximum Stock Cover required. (See Suggested Ordering for an explanation of what these are used for.)

To delete a stock cover record, expand the tree to the required level, highlight the row and click the Delete button.

Seasonal Adjustments

Seasonal adjustments are used to modify the specific quantities calculated using the Stock Cover Levels. For example, ice cream is more popular over summer, while beer sales increase around Christmas time. The system will multiply the quantities calculated using the rate of sale and stock cover by this adjustment, that is   Rate Of Sale * Stock Cover * Adjustment.

As you expand the combination tree, the system will automatically show any seasonal adjustments for the selected combination.

To add a new seasonal adjustment, expand the tree to the required level and click the Add button. You must enter the location for which this seasonal adjustment will apply. This can be a specific location or a group. Enter the period range which this adjustment will apply to. Each year you will need to manually reset these adjustments for the new year. Finally enter the adjustment. An adjustment of one, will not change the quantity. An adjustment greater than one will increase the quantity while a number less than one will decrease the quantity.

To delete a seasonal adjustment, expand the tree to the required level, highlight the row and click the Delete button.

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