How to ..

Before watching the tutorials below, it will be useful to do the “in product” tour on the dashboard and item enquiry, as these screens are shown in these tutorials.

Action your new items

Items show as new when there is no way to accurately determine the status to be assigned. Your goal is to action them to get them off the new items “to do” list.

In this tutorial we share some tips on how to action your new items, including:

  • How are “new” items identified
  • Your goal: get “new” items off the list
  • Incorrect stocking indicator
  • Check for supersessions
  • Add a manual forecast for stocked items
  • Add components to the bill of materials (bom)
  • Configure central warehouse supply
 

Action your stock-out items

Stock outs are bad for business. Losing a sale is bad enough, but if your customer has a good experience buying from your competitor, losing them for good is a disaster.

In this tutorial we share some tips on how to action your stock-out items, including:

  • Prevent the stock out by actioning your potential stock outs
  • How stock out items are identified
  • The situation and the available alternatives
  • The factors that influence the accuracy/validity of the prediction
 

Action your potential stock-out items

When you stock out of an item you will probably lose the sale, you may lose the customer’s entire shopping list and you risk losing the customer for good.

In this tutorial we share some tips on how to action your potential stock-out items, including:

  • How potential stock out items are identified
  • The situation and the available alternatives
  • The factors that influence the accuracy/validity of the prediction
 

Action your surplus order items

Once placed, an order is rarely reviewed before it arrives into stock. If demand has dropped off we may end up with significant excess that could have been avoided.

In this tutorial we share some tips on how to action your surplus orders, including:

  • How surplus order items are identified
  • Scenario’s and possible actions to take
  • Reasons for inaccurate identification of surplus orders
  • To gain maximum benefit from this tutorial
 

Action your excess items

Whether you purchased excess inventory at a reduced cost from your supplier in anticipation of increased margin or market demand has fallen after the inventory was purchased, the costs incurred while the excess sells down start to add up.

In this tutorial we share some tips on how to action your excess stock items, including: 

  • Prevent excess stock by actioning your surplus order items
  • How excess stock items are identified
  • Prioritise items for excess stock disposal
  • Excess stock disposal options
  • Excess stock disposal priority summary
  • Verify the excess is real by examining the key inputs
  • Be wary of unintended consequences
  • Actioning your excess stock items