1. Configuration for stock balance can be done at item level one-by-one (doc item maintenance applet) or at branch level for all item under the marketplace (organisation applet) .
2. To configure for the stock balance, go to stock availability tab. It will list down all the marketplace that already updated for the item as per marketplace tab listing (for basic and bundle item type).
3.. For grouped item, the stock configuration is to be configured in each of the child item (basic/bundle item type).
4. For bundle item, the system will calculate which item under the bundle config with lowest stock balance as bundle balance.
5. First, select the item that already synced to the marketplace. Go to stock availaibilty tab.
6. Click on the marketplace. User will be able to configure the stock balance and sales order setting.
7. For the stock balance configuration, user need to key in all the required fill:
i. Stock Config Type: Item Config
** The branch config will only applicable when user configure stock balance from branch level in organisation applet.
ii. Stock Config Type:
AUTO : to set it to read the stock balance from the Bigledger stock balance.
MANUAL. : to set the stock balance figure manually
iii. Buffer : to set aside certain number of stock to avoid oversell. To choose any one of the configuration (applicable for AUTO stock config only)
Buffer numbers : Directly set how many stock to be deducted from the stock balance before update in marketplace
Buffer percentage : How many % of stock balance to be updated in marketplace.
iv. Branch (only applicable for AUTO stock config only) : user able to choose the stock balance to read from which branch stock balance. It can be multiple branch selection and it will be total up in order to derive the stock balance.
8. After configure for stock balance, user need to configure for sales order . There are three SO config type that can be set:
ACTIVE - the system will deduct the current SO before recalculate the stock balance
INACTIVE - the system will not deduct the current SO before recalculate the stock balance
SELECTIVE ACTIVE - user can choose which SO to be deducted before recalculate the stock balance
9. After all setting done , click on Save button . Green popup will show to remark it as successfully updated.
10. In the stock availability listing, the marketplace will show the current stock balance after the configuration set. The same figure will be updated in the marketplace.
11. The formula for stock balance will be as follow:
AUTO (buffer stock)
Stock Availability = Total stock balance from multi-location - buffer stock - sale order (depend on configuration)
AUTO (balance percentage)
Stock Availability = (Total stock balance from multi-location - sale order (depend on configuration)) x balance percentage
MANUAL
Stock Availability = Manual stock balance - sale order (depend on configuration)
Example calculation as below ;
Item A | Item B | |||
Stock balance | Sale Order | Stock balance | Sale Order | |
Location A | 5 | 1 | 5 | 2 |
Location B | 4 | 1 | 8 | 0 |
Location C | 6 | 0 | 2 | 1 |
Total | 15 | 2 | 15 | 3 |
Scenario 1
AUTO with buffer stock ; 3 units and sale order ; ACTIVE
Stock Availability :
Item A = 15 stocks -3 buffer -2 orders= 10 units
Item B = 15 stocks -3 buffer -3 orders = 9 units
Scenario 2
AUTO with stock balance percentage ; 50% and sale order ; ACTIVE
Stock Availability :
Item A = (15 stocks - 2 orders) x 50% = 6 units
Item A = (15 stocks - 3 orders) x 50% = 6 units
Scenario 3
MANUAL with stock balance ; 7 units and sale order ; ACTIVE
Stock Availability :
Item A = 7 stocks - 2 orders = 5 units
Item A = 7 stocks - 3 orders = 4 units
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