Module: Category and Product Detail

Executive summary

Detail is one of the key areas of the STOCK system. On this screen, vast majority of important information about the selected category and product are concentrated.

Users should also find all the information about an item: how does the item behave, how its sales develop, the item’s history – and its future, the overall charts (both in quantity and value), whom is the item ordered from, its future orders, etc.

The section brings in deeper understanding and analysis of the available information.

Functional description

The Detail gives you detailed information about the items in the selected level of aggregation. The degree of aggregation can be selected by (un)rolling the areas and categories using the tree menu (in the left part of the screen) (Module: Tree).

The Detail at the aggregate level provides a basic overview of the overall sales and supply development (including forecast) over the selected category. At the category level, only the following reports are available:

• Overview of sales in years
• Chart with sales, supply and forecast in quantity
• Chart with sales, supply and forecast in value

The Detail over a particular inventory item makes a detailed overview of available reports data available:

Supplier information

Here is a summary information on an item: how and in what manner it gets to a warehouse.

• Supplier – Supplier’s name (unless we deal with a distribution between warehouses), the color of the row distinguishes the preferred (white) and non-preferred suppliers (red).
• MOQ [MU] – Minimum Order Quantity – the minimal quantity of product that you can buy from a supplier
• Packaging [MU] – the quantity of the product in a packaging
• Purchase price [CZK] – the current purchase price in the given currency
• WACC [CZK] – Weighted average cost of capital, i.e., a ‘management price’: the cost of the item including the investment into buying the item
• Ordering
  • Ordering period – a fixed ordering period (in days)
  • Lead time – dynamically computed an average time of delivery, including standard deviation (in days)

Overview of sales in years

Comparison of sales during the selected years over the same months; including forecasts for future periods (both as a table and a chart).

The columns in the table - Date, Forecast [MU] and [CZK], Sale [MU] and [CZK]

Chart of daily sales

Graphic display of daily sales and distribution between warehouses (highlighting promotional sales) and the trend in stocks over the past year.

List of orders

Overview of suggested orders to replenish current product to the selected warehouse – by ordering from a supplier, transferring from other warehouse or by production.

The overview is divided into three sections:

• Suggested orders – here, you find information on ordered quantity, pricing, ordering and delivery dates, including logistical parameters (volume, weight) and forecasted quantity both for a month and a year. The list might also specify whether an order has been sent to the customer’s primary system.

• Suggested distribution between warehouses – information about the source warehouse, the destination warehouse and product quantity.

• Suggested production – information on the raw material and the final product (both might be located in the same warehouse); perspectives on production flow: raw materials and what is produced from them; the final products and when it is produced.

In the section List of orders (to get a better overview on the status of product ordering – or lack thereof), you find in addition also a list of data that have an impact on the current (or future) stock on hand:

• Customer orders – a customer has ordered the product and the ordered quantity lowers the stock on hand.
• Orders in transit – the product has been ordered at the supplier and in an estimated time, it will increase the stock on hand.

• Blocking – a product, sales of which has been blocked (unsalable, exposed, damaged, etc.)

Chart with sales, stock and forecast in quantity / value

Here, you find a chart of historical sales, current stock and expected future sales with projection of the future stock at the selected level of the tree hierarchy. Safety stock and base stock are displayed as well. Their progress ​​can be seen both in quantity and in value. For sales and forecast, the displayed price is the sale price; for stock overview, the displayed price a stock price. The chart shows months; all the stock quantity is average daily stock in the given month.

The same product at other locations

The same products at different locations are products that are identical, but they differ in their territory or warehouse. Thus, you can see what is the product’s state (stock on hand, safety stock) and how it behaves in other locations, for example, in terms of the ABC analysis.

List of promotions

A list of promotions is always available only for a specific product at a specific warehouse (PLID). It provide basic information on a completed or planned promotion.

The columns displayed in the table are usually set for a customer and their specific needs / projects. Standardly, however, the following information is usually displayed: beginning and end of an event, promotional prices, discounts sizes, forecasted and actual sales.

Customizing the section Detail

Every user of the STOCK can modify the section Detail according to their own preferences. To do so, make sure you are on the details of the selected item and then, in the bottom of the screen, click the first icon with a ruler in the bar, as shown below (when you mouse over the icon, the text “Switch to design mode” appears).

To switch to this mode, just keep the pointer on the selected section.