Eye on Data

# Articles

Articles are goods or services that are created, consumed or required in production processes. This can range from consumables such as batteries, lubricating oil and water, to specific production resources such as refills of salt. For all these articles, efficient stock management is essential to make sure there is always enough stock available, without unnecessary surpluses. Eye on Data stock management offers a clear and automated way to track the stock of these articles accurately, manage orders and prevent shortages, which results in an optimised production process and less downtime due to a lack of resources.

# Types

An article always has to be assigned to a type. The type contains more information about the type of article, such as the name, dimensions, image, url, price information and the unit.

# Stock management

The quantity of an article type can be tracked by means of articles. Depending on the type of article the unit will differ (kg, litre, metre, etc.)

If stock quantities have to be consulted, this is always based on the quantities registered on articles (stock updates). It is possible to calculate the stock quantity per article type by taking the sum of all articles in that category, optionally split per statusCode (in stock/out of stock) and per location (depot).

# Example stock structure of article type A

Article type A
  ├─ Article x (unique lot number, location: depot)
  │    └─ Stock update 1 | +5   | ST 405    | 2023-05-08T15:00:00
  └─ Article y (unique lot number, location: depot)
       ├─ Stock update 1 | +50  | PO 31     | 2023-05-01T15:00:00
       ├─ Stock update 2 | +50  | PO 35     | 2023-05-06T15:00:00
       ├─ Stock update 3 | -20  | SO 22     | 2023-05-08T11:00:00
       ├─ Stock update 4 | +100 | WO 22001  | 2023-05-08T12:00:00
       └─ Stock update 5 | -5   | ST 405    | 2023-05-08T15:00:00

# Explanation

Article x: this article has a unique lot number and is located at the "depot" location.

  • Stock update 1: +5 pieces added, reference ST 405, moment 2023-05-08T15:00:00.

Article y: this article has a unique lot number and is also located at the "depot" location. It has several stock updates:

  • Stock update 1: +50 pieces added, reference PO 31, moment 2023-05-01T15:00:00.
  • Stock update 2: +50 pieces added, reference PO 35, moment 2023-05-06T15:00:00.
  • Stock update 3: -20 pieces written off, reference SO 22, moment 2023-05-08T11:00:00.
  • Stock update 4: +100 pieces added, reference WO 22001, moment 2023-05-08T12:00:00.
  • Stock update 5: -5 pieces written off, reference ST 405, moment 2023-05-08T15:00:00.

TIP

  • References: PO stands for Purchase Order, SO for Sales Order, WO for Work Order, and ST for Stock Transfer.
  • Moments: every stock update contains a date and time for accurate tracking of changes.

# Settings and calculations per article type

The main interface for stock management is per article type. There you can find the underlying articles, calculated values and orders.

# Settings

  • Out of stock level (quantity out of stock threshold)

The out of stock level is evaluated on a regular basis and, if necessary, a purchase order workflow is started.

# Calculations

# Quantity in hand

This number is the total you physically have available (including the reserved quantity), minus all articles that have already been picked in a sales order (i.e. what is still on your warehouse shelves).

# Quantity picked

This number is the total that has already been picked in sales orders and is waiting to be shipped (think of it as being in a box waiting to be sent).

# Quantity allocated

This number is the total number of orders from your customers (across all open sales orders/work orders). You have to meet your reserved quantity in order to complete the sale/production.

# Quantity available

This number is the number of products you have left once you fulfil all open sales orders. It is therefore equal to Quantity in hand – Quantity allocated (i.e. what remains after you have completed all your current orders).

If it is a positive number, you can see how much you have left to sell to future customers and new sales orders. If it is a negative number, you know that you do not have enough to fulfil all open sales orders, so you have to order or produce more stock.

# Quantity on order

Quantity on order: this number is the quantity you have ordered from your supplier/seller but have not received. It also includes quantities of articles that are being made in a work order.

# Quantity in transit

Quantity in transit: these are specific items that have been sent through Transfer Stock and still have the status "Transit" (i.e. you have sent the transfer but it has not yet been received at the other location).

# Information per article

The following stock information can be tracked per article:

  • location (depot_id)
  • lot or batch number

# Location

One stock location can be assigned to an article. Of course, several articles of the same article type can be assigned to one stock location, so that they have a different lot number and location.

The following information can be assigned to a stock location:

  • location (depot_id)
  • level
  • zone
  • aisle
  • rack
  • shelf

# Depot

A stock location can be linked to a depot. The following location information can be assigned per depot:

  • address
  • access

# Stock processes (not yet available: https://github.com/eye-on-data/eodportal/issues/58)

A stock process can either increase or decrease stock and contains a list of article types, quantities and a date of execution.

Stock processes are linked to products, so that stock quantities are updated after processing by means of stock updates.

# Out (decrease stock)

  • A sales order is intended to track when a customer buys goods or services from you, together with the associated payments, fulfilments and returns.

# In (increase stock)

  • A purchase order: a purchase order is intended to track when you buy goods or services from a supplier, together with the associated payments, receipts and returns.
  • A work order: a work order is intended to track the production of articles and will typically contain only one article type.

# In/out

  • A stock transfer is intended to track when goods are moved from a stock location. In this case the same action is linked to two products (articles).
  • A stock correction is intended to correct the number of available articles at a stock location.

Work Order 142256:

  • id: 142256 (auto-generated uuid)
  • name: WO 142256
  • status_code: to_do // done means the order has been processed into products [{
    • article type: Agglomerate
    • start_time: 2023-02-01T12:26:00
    • end_time: 2023-02-01T15:45:00
    • quantity (target): 500
    • device_id: id of the device that creates the products
    • article_id: 606230e6-880a-48b7-aa2b-e9b9ba9f7ffc // if filled in, the quantity of the article in question is adjusted after the order has been processed. If not filled in, a new article is created. }]

# Example article:

article

  • id: 606230e6-880a-48b7-aa2b-e9b9ba9f7ffc
  • name: AGG
  • description: -
  • code (unique code or batch): 142256
  • article type: Agglomerate
  • depot: Warehouse A
  • container: Big bag 142256

article_timeline

  • id: uuid
  • code: optional unique code or reference e.g. track_and_trace number
  • timestamp: timestamp the article is added or removed from stock
  • task_id: id of the stock_process (order)
  • quantity: amount of product, can be positive or negative
  • quality_class: A, category to indicate to which quality class the produced article belongs.
  • device_id: device_id that produced the product

article_type Agglomerate:

  • name: Agglomerate
  • unit: kg
  • description: Plastic agglomerate
  • type: plastic
  • device_id: optional, default device that produces this article_type
  • time_per_unit: optional, time the default device requires to produce an article (in seconds)

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