Articles
This document describes how to configure articles, view relevant client information, and apply filters to manage article assignments effectively.
Articles Overview
The main Articles screen displays a list of all articles for all clients.
When you select an article from the list, an information panel appears on the right side, showing:
- Which clients have this article in their assortment
- Delivery schedule (if any) assigned for this article/client
- Minimal stock quantity set at the article/client level
- Maximum stock quantity set at the article/client level
- Logistics order quantity rounding set for the article/client (this field is visible only if logistics rounding is enabled in the article’s master data)
Main Screen Filters and Search
- Article Search: Search for a required article by EAN, title, or article ID.
- Client(s) / Client groups: When the client information is opened for a specific article, you can further filter by Client(s) or Client Groups.
To use additional filters, open the Additional Filters pane. The following filters are available:
| Filter Name | Description |
|---|---|
| Article without schedule | Shows only articles without a delivery schedule for the selected client(s). |
| Supplier | Shows only articles supplied by the chosen supplier. |
| Schedule | Shows only articles with the selected delivery schedule. |
| Commercial group | Shows only articles within the selected commercial group. |
| Secondary supplier | Shows only articles with the chosen secondary supplier. |
Note: You can combine multiple filters at once to refine your list further.
Configure a New Article
To configure a new article for an order proposal, follow these steps:
- Open the Additional Filters pane.
- Select the Article without schedule filter. This will reduce the list to articles that do not have any delivery schedule assigned.
- Select an article from the filtered list.
- The client information for the selected article will open on the right side.
- Use additional filters (e.g., Clients or Client Groups) to limit the displayed clients.
- Press the Edit button (pencil icon) in the header to configure changes for all clients at once.
- Press the Edit button in each client’s row to configure changes for only that specific client.
Fields Available to Configure
| Field / Setting | Description |
|---|---|
| Delivery Schedule | Select a delivery schedule for the article/client(s) from the drop-down menu. Doing so may reveal extra fields, such as schedule details (order day, delivery day, etc.). |
| Min | Minimum stock quantity - Specify the minimum stock quantity in pieces for the article/client(s). The system will create order proposals that ensure the stock for these article/client(s) never falls below the specified minimum stock level. |
| Max | Maximum Stock Quantity - Specify the maximum stock quantity for the article/client(s). The system will create order proposals that ensure the stock for these article/client(s) never exceeds the specified maximum level (existing stock on the delivery date + ordered quantity). Note that this setting could lead to out-of-stock situations if it overly restricts the required order quantity. |
| Delivery Schedule Details | Review the schedule’s specific order and delivery days, as well as its reorder and target stock days. |
| Reorder Stock and Target Stock Overwrite | If needed, set specific reorder and target stock days to override the schedule defaults for the selected article/client(s). |
Once these fields are configured, press Save. The newly configured article will now be included in future order proposals and will follow the assigned schedule settings as specified.