FAQ

Use CTRL-F or COMMAND-F to search for topics on this page.

Where can I get additional help?

You can get additional help via:

  • Our online chat facility, which can be found in the app on the bottom right of the screen
  • Our wiki, which is accessible in the app by clicking the ? in the title bar on each page
  • The in-product tours, accessed by clicking on the "Take a tour" link in the header
  • netstock.tv – which contains the latest online training material
  • Tutorials that are watchable within the app wherever you see the “Watch tutorial” hover tip

Where to get additional help is a topic in the basic navigation tutorial.


How do I change my password?

You may change your password by:

  • Click on your name, which should be visible on the top right of the screen next to “Log out”
  • Type in your new password, confirm it and click “Update”

How to change your password is a topic in the basic navigation tutorial.


How do I make a location the default location for me?

You may set your default location by:

  • On the dashboard, location detail or forecast page, navigate to the location you want to be your default location
  • Click on the little head and shoulders icon on the right hand side in the dark title bar strip
  • From now on this location will be your default location

How to set your default location is a topic in the basic navigation tutorial.


How do I add new users?

You may add new users by:

  • Choose the “Settings” drop down, then click “User admin”
  • Click the “New user” button
  • Enter the person’s details and type an initial password for them
  • Select their language
  • Select their role, which defines their level of access
    • If you select "Client administrator" they will have full access to all locations
    • If you choose “Restricted user”, you can specify for each location whether the user has no access, read only access or full update access
  • Select any notification emails you wish them to receive
  • Click the "Create" button

Once created, the new user will automatically be sent an email containing their login details.

How to add new users is a topic in the basic navigation tutorial.


How do I edit an existing user?

You may edit an existing user by:

  • Choose the “Settings” drop down, then click “User admin”
  • Click on the user's email address
  • Click the "Edit" button
  • Amend their details
  • Click "Update” when done

How to edit an existing user is a topic in the basic navigation tutorial.


How do the lead time units get computed?

The lead time, safety stock and replenishment cycle within the app are in days – this is essential in order to deal appropriately with future demand, which may be seasonal. For example: 10 days of safety stock out of season might equate to 5 units while 10 days in peak season might equate to 300 units. Using days is key to computing dynamic optimal levels that react to changes in demand.

In order to decide WHEN to order and HOW MUCH to order, the “days” need to be converted to units so they can be tested against your available on hand stock.

Please watch the tutorial on how the reorder levels are calculated for more detail.


How do the safety stock units get computed?

The lead time, safety stock and replenishment cycle within the app are in days – this is essential in order to deal appropriately with future demand, which may be seasonal. For example: 10 days of safety stock out of season might equate to 5 units while 10 days in peak season might equate to 300 units. Using days is key to computing dynamic optimal levels that react to changes in demand.

In order to decide WHEN to order and HOW MUCH to order, the “days” need to be converted to units so they can be tested against your available on hand stock.

Please watch the tutorial on how the reorder levels are calculated for more detail.


How do the replenishment cycle units get computed?

The lead time, safety stock and replenishment cycle within the app are in days – this is essential in order to deal appropriately with future demand, which may be seasonal. For example: 10 days of safety stock out of season might equate to 5 units while 10 days in peak season might equate to 300 units. Using days is key to computing dynamic optimal levels that react to changes in demand.

In order to decide WHEN to order and HOW MUCH to order, the “days” need to be converted to units so they can be tested against your available on hand stock.

Please watch the tutorial on how the reorder levels are calculated for more detail.

How do the "External" flag and "Manufacture" flag get set on the purchase orders tab?

The "External" flag is ticked when the order displayed is a purchase order and is not ticked when the order displayed is an internal transfer.

The "Manufacture" flag is ticked when the order type on the po.csv file is set to "M" to indicate a manufacture or work order. If the order type on po.csv is set to "P" then the "Manufacture" flag is not ticked.


The data in the app does not match my ERP?

When the app is first implemented, you would have validated that the data coming into the app matches your ERP system. It is very important that should you spot something that does not appear to match your ERP that you consider the following:

  • Data is typically synced between your ERP and the app once per day
  • Transactions that have occurred during the day will not reflect in the app
  • Some data may show in the app in a different way, such as already allocated customer orders which show in the allocated stock quantity (and not as outstanding customer orders)

If you are concerned that the data still does not match after considering the above points, please see the page on data validation or contact our support team.


How can I mute items on the dashboard?

The exception lists on the dashboard are designed to be used frequently. If you have a stock out item, for example, that you are unable to do anything about, you can remove it from the top 5 stock outs list by "muting" it.

Muting an item hides it from the Top 5 list in the dashboard for the duration of the lead time. It allows for items that have been reviewed to be hidden so that new items that need attention can be displayed. It does not exclude the item from the App.

To mute an item:

  • Hover over the icon in the heading row of the exception list - if the hover tip says "Mute items", click it
  • Select the check box next to the item you wish to mute
  • The date until which the item will be muted is displayed (calculated as today + the lead time)

Please note: "forecast exceeds sales" and "sales exceeds forecast" items cannot be muted on the dashboard.


What happens when I “mute” an item?

The exception lists on the dashboard are designed to be used frequently. If you have a stock out item, for example, that you are unable to do anything about, you can remove it from the top 5 stock outs list by "muting" it.

Muting an item hides it from the Top 5 list in the dashboard for the duration of the lead time. It allows for items that have been reviewed to be hidden so that new items that need attention can be displayed. It does not exclude the item from the App.

To mute an item:

  • Hover over the icon in the heading row of the exception list - if the hover tip says "Mute items", click it
  • Select the check box next to the item you wish to mute
  • The date until which the item will be muted is displayed (calculated as today + the lead time)

I am trying to refresh the data but nothing is happening?

Once you have clicked to initiate a “Full Refresh” or a "Reprocess Data", the request is queued and processed as soon as possible. It is not recommended that you attempt to start a data refresh or reprocess multiple times, as this may queue more than one request.

If you think the App is taking too long to update, please get in touch with our support team instead.

  • A "Full Refresh" initiates the full overnight process which involves extracting data from your ERP, syncing the data to our cloud servers and then processing the data. There are numerous factors which can influence how long this process takes including, for example:
    • How big your data set is
    • How busy your database server is
    • How many customer's data is being processed on our cloud servers
  • A "Reprocess data" reruns the processing on our cloud servers only, using data that was synced previously. How long this process takes is dependent on how many customer's data is being processed on our cloud servers at that time.

Refreshing the data is a topic in the basic navigation tutorial.

How do I refresh the app with my latest data?

It should not be necessary to refresh the data more than once per day, and in some cases the size of your data or the integration with your ERP system may prohibit this.

If you do need to refresh the data during the day:

  • Click on "Settings"
  • Click on "Data refresh"
  • Click on "Full Refresh or "Reprocess Data"
    • Full Refresh: this will initiate the full overnight process. You can continue to use the app until the data arrives from your ERP system, at which point you will be locked out until it has been processed. Please be patient as the refresh process can take some time.
    • Reprocess Data: used after making changes to configuration options or any other settings, to apply those changes to your inventory.

It is not recommended that you attempt to start a data refresh or reprocess multiple times, as this may queue more than one request. If you think the App is taking too long to update, please get in touch with our support team instead.

How to refresh the data is a topic in the basic navigation tutorial.


I need a report that shows …?

You should be able to find whatever data you are looking for within the app, so take a look around and make sure that what you are looking is not already available. All listings in NETSTOCK can be downloaded to a csv file.

Occasionally, a unique requirement might result in a CSV report being requested, costed and implemented.

To request a CSV:

  • Complete this CSV report request form, with as much detail as possible
  • Our technical team will estimate the cost to create, test and implement the CSV report
  • You give approval to proceed
  • Our technical team develop and deploy the report
  • You are invoiced for the cost of the CSV report

To download any customised CSV reports:

  • Click the "Settings" drop down
  • Click "CSV reports"
  • Hover on the required report
  • Click on the "Download now" button that appears

Custom CSV Reports is a topic in the basic navigation tutorial.