2017-03-08 Day Three: Stock Management Workshop

60 min

Continue defining personas and user journeys

@Shiyu Jin (Deactivated)

Implementer: Is around in the beginning. Ongoing L2 support. Technical resource.

User journeys:

• Set- up process

• Upgrade and starting new features set (like starting to use stock management and not just requisitions.)

Administrator: Ongoing support and configuration

• Configure the reference data needed to support stock management

• Set up minimum stock amounts for commodity types

• Configure reasons and assignment

• Configure roles

• Configure sources and destinations

• Configure lot data (centrally management, end user enters, or both??) @Mary Jo Kochendorfer (Deactivated) to raise to the PC

• Configure stock card template

• Set up physical inventory schedule

• Define user driven (reject stock, issue stock) notifications and timing

• Configure close out date/time or schedule

 60 min

 Low Fi Design work

Presentations

Issuing Stock : UI experience by @Josh Zamor (Deactivated), @Chongsun Ahn (Unlicensed)

Assumptions: Flow is for one storeroom. Someone calls the storeroom manager and asks to be sent stock. We are assuming that the stock probably already picked off the shelf and decided what to send. NOT a workflow for pick pack list (suggesting first expiry). Pick Pack would be addressed in local fulfillment.

Questions:

• How do you sort the orderables on the "select commodities" screen?

• How many lots per tradeItem? Sometimes

• Where should the user go after completion? Potentially overall stock on hand. Show the issue.

Adjustment : UI experience by @Pengfei Cui (Deactivated) and @Brandon Bowersox-Johnson

Assumptions : Starts with the user directly doing an adjustment. Didn't do adjustments by batch, only one at a time.

Questions :

• How do you see the change?

• If doing a physical stock count, can I be directed to this screen? Potentially and need to discuss.

• Need to discuss multi-select or batch adjustments.

Physical Inventory : UI experience by @Shiyu Jin (Deactivated) and @Nick Reid (Deactivated)

Assumptions : This is the regularly scheduled physical inventory (not the ad hoc one). This is not the first physical inventory to create stock cards.

Questions :

• Why do I need to see what physical inventories done?

• How do you sort?

• What about a progress bar?

• What about a finding product/orderable modal?

• What orderables do you see? Can you see all the approved products?

• What about large differences with the SOH?