requirements planning with minimum stock monitoring
and automatic shopping list filling
In the Pro version you can define some numbers for each product for the demand planning with minimum stock monitoring and automatic shopping list filling. In the free version you can test this with max. 5 products.
If this function is enabled in the settings ('with stock monitoring'), all products will receive 5 additional fields :
- minimum is a number of copies of the product, which, if the stock falls below the minimum stock level, a purchase process is automatically prepared in the warehouse, including a corresponding warning when the app is started. If the field is empty or contains a 0, no stock monitoring is performed for this product. For the calculation of the current stock level, all stock elements with the same name are summed up.
- purchase container indicates a packaging unit which must be adhered to, e.g. for price reasons when purchasing. The field can be empty.
- desired stock is a number of copies of the product, which should be reached if possible, when an automatic purchase process is triggered. It should be larger than the minimum stock level. If the field is empty, only the minimum stock level will be filled up.
- target purchase place is the shop that should be transferred to the shopping list when an automatic purchase is pending. Can be empty.
- target shopping list is the shopping list to be used when an automatic purchase process is required for the product. If none is specified, the default shopping list is used.
example : minimum stock=10, purchase container=6, desired stock=20
As soon as the total stock for the product falls below the value 10, so many copies are entered as purchases in the target shopping list that the desired stock is reached. If the stock level is only 9, at least 11 are entered as purchases to reach the desired stock level, but because of the size of the purchase container 12, i.e. a multiple of the purchase container (e.g. because it is cheaper).
Whenever a product falls below the minimum stock level, the app will warn you at startup 'Purchase is required for n items', where the 'n' indicates the number of different products that must be purchased - not the number of copies.
As soon as a shopping list is called up, in which one of the products has automatically 'landed' for purchase, the concrete number of articles to be purchased is displayed there.
Holders of the (paid) additional field extension can create requirement groups :
A demand group combines several products for demand planning with a common minimum stock. So the products have different names, barcodes, etc. - but only a single demand group product, with which the demand planning with stock calculation is carried out collectively.
Example:'Biscuits' as a demand group with the minimum stock of 5 means: at least 5 packs of cookies should be in stock, whereby it does not matter whether these are from Bahlsen, Leibniz, De Beukelaer or Delacre.
To do this, 1 product is created with the name 'cookies' and the demand group with the same name 'cookies' (case relevant) and the minimum stock 5.
All cookie products from
Bahlsen, Leibniz, De Beukelaer and Delacre get their own correct designations, barcodes etc. and additionally also in the field demand group 'cookies' (without own relevant minimum stock, but must be specified > 0).
During requirements planning, the stocks of all inventories belonging to any product in the requirement group 'Biscuits' are then automatically added together. If the total is less than 5, the 'Biscuits' product with the shortfall is packed into the designated shopping list.
After the purchase has been made, the product will be added to the shopping list.
After the purchase, the actual purchased cookies can be easily put into the warehouse by designation or barcode. For this purpose, a list of the products belonging to the requirement group is first presented during 'add to stock', from which the purchased item can then be selected.