3.1 Marketplace Tab :
Setting stock balance at branch level refer to setting the same configuration for all items under this branch (marketplace).
Users to click on marketplace tab > stock configuration under the virtual branch.
3.1.1 Configure stock balance - AUTO
Stock config type ; AUTO
Stock Mode ; CURRENT
To choose either one and tick accordingly ; buffer numbers or stock balance percentage.
Tick if would like to overwrite all the setting done at item levels previously.
Choose the inventory location from multiple company - system will total up all the stock balance from multiple locations as the stock availability in marketplace.
SO config can be either one ; ACTIVE, INACTIVE, SELECTIVE_ACTIVE
i. ACTIVE - To deduct any open sale order that haven’t convert to invoice
ii. INACTIVE - To ignore any open sale order in stock calculation
iii. SELECTIVE_ACTIVE - Able to configure specific sale order only to be deducted from stock calculationClick on ‘Update Configuration’ to run the inventory processor to update in marketplace.
3.1.2 Configure stock balance - MANUAL
Stock config type ; MANUAL
Stock Mode ; CURRENT
To key in manually the stock balance for all items in the marketplace (assume same stock balance for all items since using branch level)
Tick if would like to overwrite all the setting done at item levels previously.
SO config can be either one ; ACTIVE, INACTIVE, SELECTIVE_ACTIVE
i. ACTIVE - To deduct any open sale order that haven’t convert to invoice
ii. INACTIVE - To ignore any open sale order in stock calculation
iii. SELECTIVE_ACTIVE - Able to configure specific sale order only to be deducted from stock calculationClick on ‘Update Configuration’ to run the inventory processor to update in marketplace.
3.1.3 System stock balance calculation
The formula 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
3.1.4 Stock availability balance
Can refer to the marketplace > stock availability tab to know how many quantity is being updated after the configuration.
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