Inventory Flashcards
1006 What is base unit?
This is the function for sub-inventory and you can relate package (e.g. dozen package of coke) to single or any smaller unit (e.g. one bottle of coke) so that van seller can unpack large unit of SKU and sell it as smaller unit of SKU.
If you load 10 dozen package of coke in sub-inventory and sell 3 dozen packages and 5 bottles, SENRI can convert 1 dozen package to 12 bottles. Thus the remaining stock is 6 dozen packages and 7 bottles.
Settings:
- Set base unit on SKU and Product page.
- In settings of lager unit of SKU, you will select smaller unit of SKU (Base Unit SKU) and the quantity of smaller unit SKU which larger unit SKU contains (Base Unit Quantity) .
- Enable “Register Empty Inventory Content” in Company Settings of CS page.
- Ask admin to set smaller unit of SKU to be loaded into Sub inventory even if stock is 0
- Enable “Record Sales when Negative Stock for Sub-inventory and ERP Inventory” in Company Settings.
Daily operation:
- Load large unit of SKU as many stock as needed
- Load small unit of SKU as Stock 0
- FS sell small unit of SKU, number of remaining stock will be converted when sub inventory is refreshed at night
Note:
- Because “Record Sales when Negative Stock for Sub-inventory and ERP Inventory” is enabled, the app will allow FS to make an order with SKUs with negative Stock.
1028 Can we assign 2 FS to 1 Sub-inventory?
- This might be requested when two Field Staff are moving together with one van
- You need to use one device and one account especially in case two Field Staff are moving together
1029 Can we modify SI recorded 3 days ago?
- You cannot modify sub-inventory in past date but can update current sub-inventory.
- Sub-inventory is closed at 23:59 automatically on the day there was the change and open new sub-inventory at 00:00. Remaining stock of the closed sub-inventory recorded as beginning stock of the new sub-inventory
- After Sub-inventory was closed, you cannot edit but you can edit opened sub-inventory and adjust differences.
1030 What is the difference between “close” of sub-inventory and “clear inventory”?
- Sub-inventory is closed at 23:59 automatically on the day there was the change and open new sub-inventory at 00:00. Remaining stock of the closed sub-inventory recorded as beginning stock of the new sub-inventory.
- Close of sub-inventory can make the above happened manually.
- “Clear inventory” can make all figures in the sub-inventory to 0.
1031 How do we avoid to sell items more than inventory?
- In app settings of company settings, we have this settings
- You can restrict Field Staff to sell more than what you have in Sub-inventory or warehouse inventory
1077 How does sub inventory works?
- Sub-inventory is daily record of truck inventory
- Daily records are created 00:00 every day but in case no change is made for the previous day, it won’t be created
- Beginning stock is automatically entered from last remaining stock of yesterday.
- Product added is editable on web *negative number is also allowed
- Product sold is automatically calculated from sales records on app
- Remaining stock is beginning stock + product added - product sold
1078 Can I use subinventory for factory inventory management including raw materials and finished goods?
No, Sub-inventory manage mainly finished good only and we cannot manage the transition on manufacturing process from raw materials to finish goods.
1085 Can I add the same product to the same staff twice a day to subinventory?
You cannot add but just override.
Remaining stock will be re-calculated when you override SKU added.
1109 What are the challenges of using Sub Inventory and what would you recommend for customers who want to introduce SI?
a) Possible errors and its modifications - both FS / managers make mistakes. Need to check those errors to get a right balance. If it’s not†balanced, it takes time to detect errors
b) Managers needs to input data in a proper timing before FS start to sell
c) FS needs to receive data before they sell. But if there are issues in internet connectivity, they fail to receive data
1122 What is the difference between download Sub Inventory and download Grand Total?
Download Sub-inventory generates Sub-inventory info for each SKU per single day. If you select multiple day, Sub-inventory info is shown sorted by date.
Download grand total generates accumulative sub-inventory info for each SKU in selected period.
1142 What is committed Stock of ERP Inventory?
It means the number of orders that have already been received out of the total ERP inventory.
1145 What is the difference between ERP inventory and Main inventory?
ERP inventory
- It cannot transfer stock to Sub-inventory
- It can have multiple inventories and assign an inventory to Field Staff
- SENRI has not the inventory history
- The number of stock per SKU in ERP inventory is displayed when placing an order on the app, and FS cannot sell SKUs that exceed the number of stock, unless the settings allows selling negative stock.
- Import from and export to .csv function are available, or inventory module of ERP can be integrated to update automatically
- Number of stock will not be deducted right after order is made but when ERP update their data.
- Figures are not editable in SENRI UI.
Main inventory
- It can transfer stock to Sub-inventory
- It can have only one inventory and have no user assignment
- SENRI has the inventory history
- FS can sell SKUs regardless of the stock in Main inventory
- Export to .csv function is available but import is not available.
- Also figures are editable in SENRI UI.
1165 Why stock is negative in Sub inventory?
It might be because Qty of SKU Added was overwritten on web before remaining stock got refreshed by data sync of app.
To finalize remaining stock of the day, app needs to sync data every midnight. But if app cannot refresh midnight, Sub-inventory is not up to date on next day and Qty of SKU Added still have value of previous day.
Then if it’s overwritten to the value of the day on web before app sync data for sub-Inventory to up to date, stock will be incorrect and could be negative.
To avoid this,
- When Sub-inventory is successfully refreshed by the sync of app midnight, there is a value in Beginning Stock and SKU Added should be zero. So if SKU Added is not zero, do not overwrite Qty but add Qty for the day on web.
- Make sure that app can refresh automatically at night by turning on a phone and disabling battery optimization.
1304 Can we load items in Sub-inventory with qty zero?
If you want to register SKU with qty 0 in sub-inventory, set “Register empty content” to enabled in Inventory settings. Then, on Product and SKUs page, enable “Register empty content” for each SKU you want to register.
Only SKUs with “Register empty content” enabled can be saved even if the Qty is 0 when creating or editing a sub-inventory.
1307 Why beginning stock is not equal to Remaining stock of previous sub-inventory?
Beginninig stock is created when Sub-inventory is refreshed and is not changed by the transaction update.
On the other hand, SKU sold and Remaining Stock are calculated each time according to the transaction.
So if the past transaction is deleted after new Sub-inventory is created, SKU sold and beginning stock of past inventory will be changed but beginning stock will not be changed. Then there will be the gap between them. To apply the update to beginning stock of new inventory, edit sub inventory and add qty or close sub- inventory and create new Sub-inventory.
