Supply needs - Main screen

Supply needs - Main screen

Overview

Supply needs is a key feature in the Procurement. it summarizes every products the system recommends to purchase :
  1. Products for which you have orders to ship but no stock (backorders)
  2. Low stock products (stock below the notify level)
If a product fulfill one of these requirements, then it is displayed in the supply needs grid.

Available columns

Purchasing >> Replenishment


Image 
This column displays the image of the product. 

Barcode
The barcode of each product will be listed. 

Product
The product's name will be displayed. 

Manufacturer 
Displays the product manufacturer. 

Qty for backorders
This is the quantity you need to purchase to fulfill backorders.

Qty for low stock
This is the quantity you need to purchase to reach the “ideal” stock level.

The qty for low stock follow these rules :
  1. Applies only if the quantity available is below the warning stock level.
  2. Then, calculate the quantity required to reach the ideal stock level.

Qty to receive
This is the quantity expected from purchase with status “Expected” : orders with another status are not considered.

Suggested qty to order
This is the SUM of the quantity needed for backorder, plus the quantity needed for low stock, minus the quantity to receive.

Status
This column displays the supply needs status of the product :
  1. Backorders : You must order this product because there are backorders (and maybe also low stock).
  2. Low stock : You must order this product to reach a certain level of stock.
  3. Waiting for reception : There is one or several PO expected that cover the needs. Once the PO is received, the product will be removed from the supply needs screen.

Qty to order
Select here the quantity to add to the purchase order :
  1. You can manually fill the quantity wanted.
  2. Use the button on the left of the textbox to select quantity required for backorders.
  3. Use the button on the right of the textbox to select quantity required for backorders + low stock.

Suppliers
Use this column to filter the supply needs by supplier. If a product is associated to one or several suppliers, associated suppliers are displayed with the buying price. 

To obtain a list of products for which the specified supplier is the primary supplier, please mark the "Primary only" checkbox. This option will filter the results to display only those products where the specified supplier holds the primary supplier status.



Sales history
Display the sales history (based on the 3 ranges set in settings -> products)

Average sales per week
The "avg per week" value is calculated using sales history data, as following :
avg_sales_for_sales_history_range_X = number_of_sales_in_sales_history_range_X /  number_of_weeks_in_sales_history_range_X

average_sales_per_week = (avg_sales_for_sales_history_range_1 + avg_sales_for_sales_history_range_2 + avg_sales_for_sales_history_range_3) / 3

Run out (days)
The Run out (days) value is calculated using the warehouse available qty and the Avg per week value :
run_out_days = warehouse_available_qty / average_sales_per_week

Supply + shipping delay
Depends on the delay set for the products and the warehouse.

Available buttons

Fill with min/max qty
  1. Fill with min qty : placed at the right top corner. Use this button to select quantity required for backorders.
  2. Fill with max qty : placed at the right top corner. Use this button to select quantity required for backorders + low stock.
Once you have clicked on one of this button Connect automaticly filled out the right quantity for your Purchase Order.

Statistics
When you click on this button, the "Statistics" popup will be displayed.



It helps recapitulating the supply needs you have for each supplier. 

Low stock, backorders and total are the same fields as the supply needs page but for each supplier.

Minimum of order

Shows if the total of your supplier needs reaches the minimum you can order from your supplier

Carriage free

Shows if the total of your supplier needs reaches the minimum so that the shipping is free

Both values can be set in your supplier settings :


Create purchase order

You can create a purchase order directly from the statistics window, select between a PO for all products or only to fulfill backorders and it will automatically create a PO with the products that are related to ths supplier.

Purchase orders creation

The purpose of the supply needs screen is to help you to create a new Purchase Order easily.

First, you must apply the filters to identify products for the supplier you wish to place a purchase order for :
  1. Using the “Supplier” column
  2. Using filters by product name
  3. Optionnaly, using the “Status” column (if you want to order only products required for backorders)
Once you have filtered the products, you must set for each product the quantity to purchase :
  1. You can fill this value manually in each textbox
  2. Use both button around the textbox (see above for more details)
  3. Use the “Fill with X qty” buttons at the top to mass fill the quantities (you can of course manually edit quantities after)
Once product quantities are filled, you can create a new Purchase Order using the “Create a new Purchase order” button : a list of suppliers drops, click on the wanted supplier and a new purchase order is create for the selected supplier, with the selected products and quantites.


Other actions 

Filter Supply Needs by Warehouse
To view the supply needs for a specific warehouse, please select the desired warehouse from the dropdown menu. The page will then display a list of supply needs pertaining only to the selected warehouse.


Export Products with Supply Needs
To export the list of products with supply needs, please select the "Export to CSV" option from the Export dropdown menu. This will allow you to download a CSV file containing the list of products currently displayed on the replenishment page.

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