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Work with VMI

Work with VMI allows you to run various functions and options against relevant VMI forecast as outlined in the table below.

  1. In the menu, expand Base Modules > Distribution > Inventory Management > Vendor Managed Inventory > Maintenance and double-click Work with Vendor Managed Inventory. DSW170 Work with Vendor Managed Inventory selection panel appears. Work with Vendor Managed Inventory selection panel allows you to find an existing customer VMI store by entering the VMI ID or delivery address or email address in the scan area. You can also search by any of the other fields on the selection panel.
  1. Enter your selection and click OK. The selected customer VMI stores are displayed.
View available functions this panel
Functions Description 
Email stk all Use this function to email the current stock levels for all VMI stores to the respective customer contact. The email address of the customer contact will be picked from the delivery details.  
Excel download  Use this function to download all the VMI store data including stock levels into an excel spreadsheet. 
View available options this panel
Option  Description 
Forecast  Forecast option displays the existing forecast details and allows maintenance of the forecast. 
Delivery  Allows you to view the delivery option and change any delivery details. 
Copy  Allows you to copy an existing forecast to create a new forecast for a different Customer/VMI ID. 
Delete  You can use this option to delete an existing forecast. 
Stock inq Stock inquiry will display the stock levels for the consignment warehouse for the respective VMI ID reference. 
Transaction  Transaction option will display all the existing transactions for the Customer/VMI ID. 
Email stock  This option allows you to email the current stock levels to the customer contact. The email address of the customer contact must be specified in the delivery details. 
Adjust stock  Adjust stock option is used to adjust the stock at stock take. This option would allow you to write up/write off stock with the option to invoice customer. Damaged or lost stock can be written off as well. 
Transfer stock Transfer stock would allow the stock that is remaining in this season/cycle to be transferred to another season or another store. 
Finalise  Finalise option checks there is no remaining stock at the store location before completing the cycle. If there is any remaining stock finalisation/completion would not be allowed. 
 If you want to… Then…
Adjust VMI,
  1. Select a forecast and right click option Adjust stock. Vendor Managed Inventory Adjust panel appears.
  2. Click function Load O/S stock to load the outstanding stock at the store location.
  3. Select and adjust the required items.
Note Use option Find next to find the next occurrence of the item you are searching in the outstanding stock. 
  1. Click function Complete to update all the entered adjustments.
Note If you are writing off stock then a reason for the write off must be entered. You also have the option to invoice the customer for the write-off quantity.
Email VMI levels to customer,
  1. Select a forecast and right click Email stock. Email VMI Stock Detail panel appears. The customers contact address will default, which can be overwritten.

  2. Click OK and the stock report will be emailed to the contact.
Transfer VMI,
  1. Select a forecast and right click Transfer stock. Vendor Managed Inventory Transfer panel appears.
  2. Load the outstanding stock at the store location.
  3. Enter the transfer details for all the required items.
  4. Click function Complete to update the stock transfer

 

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