To anticipate production, purchasing or customer order requirements, you need to know your stock levels in real time?
With the"Forward stock" app, view your forecast stock at any time
Find your forward stock, calculated on the basis of your available stock (Actual stock - Accepted customer orders) plus current orders with suppliers.
When the app is activated, each item in the "stock" menu in the"purchases" tab is marked"Stock to go".
This feature :
- Shows the forward stock of items, calculated as follows: Actual stock - sales orders marked "accepted" + supplier orders marked "dispatched".
- Provides a clickable link to view details of stocks relating to forthcoming orders: those from accepted customers indicated by the term "X outgoing customers" and those from suppliers in progress indicated by the term "Y incoming suppliers".
Display information in documents
If you wish to display forward stock information directly in your sales documents, activate the corresponding settings in the "Settings" tab of the app.
Calculation of available quantities
The calculation is based on products in stock. In the case of compound products, the "realizable" products are added.
Calculating supply quantities
The calculation is based on products contained in "supplier purchase orders" in "sent to third party" status.
Calculating reserved quantities
In the app settings you can choose the calculation to be used for reserved quantities:
- Accepted quotes: the calculation is based on quotes with the status "accepted".
- Quotes sent: the calculation is based on quotes with the status "sent".
- Quotations and order confirmations: the calculation is based on (i) quotations with the status "accepted" and not subject to an order confirmation, and (ii) order confirmations with the status "sent". For example, an accepted quotation for 50 products with two order confirmations for quantities 10 and 15 will represent 25 reserved products.
Formula for calculating the appros indicator
You can activate the display of an "Appros" indicator on your quotation lines, BL, etc.
This indicator can be calculated in several ways:
- Based on the document's forward stock: in this case, the forward stock of the lines is analyzed, and the most negative value is displayed (red if at least one line is red, orange if at least one line has sufficient forward stock, and green if all lines are available).
- Based on orders placed via other documents: to be used if you generate supplier purchase orders for each order confirmation document. So to set the color red, orange, green, we examine the supplier orders made from the document. The result is red if not all orders have been placed, or if an order has not been sent. Orange if everything is being approached but has not yet arrived, and green if everything has arrived.
