Inventory Flashcards
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.
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 if app successfully sync data of previous day but in case no change is made in stocks 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
- Returned qty is not added to remaining stock as we do not know if they are of quality to sell again.
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 notbalanced, 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
1145 What is the difference between ERP inventory and Main inventory and Sub-inventory?
Related link : https://senriltd.my.site.com/s/article/What-is-the-difference-between-ERP-inventory-and-Main-inventory-and-Sub-inventory
Main inventory ERP inventory Sub-inventory
Primary use case Manage inventory attached to multiple field staff and managers.
Integrate along with sub-inventory and transfer to/back. Only display inventory integrated from ERP and not to manage stock directly.
Increase/reduce of stock is done through transaction synced from ERP, not directly from SENRI Manage inventory (mainly van sales) attached to single filed staff.
Assignment Web user
Mobile user Web user
Mobile user Mobile user
Inventoris:Users
n:n
Inventory can be assigned to multiple users
User can be assigned to multiple inventories
1:n
Inventory can be assigned to multiple users
User can be assigned to single inventory 1:1
Inventory can be assigned to single user
User can be assigned to single inventory
Reduce stock by SENRI sales - When approved order is uploaded from mobile
- When pending/received order is delivered on web/mobile
- When pending/received order is approved on web
- When order is created on web *order is automatically approved on web
- When approved credit note for return is registered by linking to the order from web or mobile, stock will be added No
*Order is sent from SENRI to ERP and ERP update inventory and update ERP inventory in SENRI - When order is recorded as delivered
- When delivery is recorded
- When approved credit note for return is registered from web or mobile, stock will be added
Date/time of reduce stock uploaded at
*almost all the web activities have the same date/time in created at and uploaded at NA created at
Stock validation when make sales Available when “Sales with Negative Stock on mobile app” is not allowed Not available Available when “Sales with Negative Stock on mobile app” is not allowed
Close of inventory Always at 23:59
regardless all the transaction made on the day is uploaded or not NA At 23:59 with the following conditions met
- Either product added or sold were made
- Mobile apps are synced after 0:00 of the following day
Mobile apps network
Work only online/offlinewith settings
Work only online Work online/offline
Mobile apps view
Stock can be seen at SKU details of recording sales when selecting specific main inventory
Stock can be seen at SKU details of recording sales Stock can be seen at SKU details of recording sales
List of stock can be seen at sub-inventory page of sidebar
History Summary
- Closing stock of each day per sku
Details
Each increase/decrease of stock will be captured
- Transfer to/back to sub-inventory
- Edit stock
- Sales from web and mobile No history available Summary
- Beginning stock, value
- Product added, value
- Product sold, value
- Remaining stock, value
Details
- Break down of product added
Export/import Both available Both available Both available
Edit stock on SENRI Available NA Available with product added
*negative value can be added
When edit deal quantity
Does not reflect after approval
NA Does not reflect after delivered
Integration availability and primary use case ERP API only
- Create/delete inventory *not content
- Update stock added of SENRI
- Update stock (remaining stock) of SENRI ERP API and ERP Modules
- Create inventory *not content
- Update active/committed stock of SENRI ERP API and ERP modules
- Update product added of SENRI
- Update remaining stock of SENRI
Other comments Approval process of order need to be aligned properly since it affects reduction process. Depending of the process the following settings need to be paid attention.
1. Default delivery status
2. Cancel sales on mobile app Stock request, Stock reconciliation are available
1187 How can I use SENRI to monitor the stock held by distributor or supermarket?
Case 1: Use merchandising report to collect stock by field staff. Maybe you cannot track stock everyday since field staff will not visit every day but you do not need to train and enforce distributor to work with.
Case 2: If you give SENRI web account to distributor, you can ask distributor to upload their stock by csv file to main inventory function but it may only work when distributor use other SENRI functions as well. We have no past experience that distributor upload stock every day as manufacturer requested. It’s always difficult to ennforce them.
