Warehouse Ranking
Document Version v.2
Document Last Updated 5/29/2024
Software Version Documented v.9.9.2

Overview

The goal of this document is to explain how our Warehouse Ranking functionality works within the Savance Enterprise system. Warehouse Ranking allows a user to view how fast their inventory is selling by ranking how many times the item has been entered on an order. Warehouse Ranking in conjunction with Purchasing Rules will also allow buyers to have a streamlined approach when purchasing.

NOTE: The system uses a rolling 1 year to date formula to calculate hits and hit percentages (e.g. 7/8/2024-7/8/2025), and this is not configurable.

Warehouse Ranking

To view the Warehouse Ranking screen you can follow two paths. From your menu go to Purchasing > Warehouse Ranking, or you can select to view this screen from Purchasing > Purchasing Manager > Warehouse Ranking.

By default, we have configured 5 rank codes A (fastest selling item) - D (slowest-selling item) and X (has not been sold at all). You can add/edit or delete any of the Rank Code information, Warehouse location, and description. NOTE: If you have created a purchasing rule with a rank code, you will not be able to change the name of the code until you cancel the purchasing rule.

Creating Ranks & Rules

Using the same functionality as Purchasing Rules you can create or edit on how your inventory will be ranked based on your organization's needs.

First, you will want to Add a Rank or configure an existing.

To add a Rank, click on Add Rank

To configure the Group Type click the Add Group button. There are two types: Match All (AND) or Match Any (OR). As the name suggests, this determines whether all corresponding fields need to be matched or whether only one of them needs to be matched. So if you have a Match All (AND) group with 3 fields, all 3 fields must be met in order for the rule to apply. If you have a Match Any (OR) group with 3 fields, only 1 of all 3 fields must be met in order for the rule to apply. You may add a combination of AND and OR groups, and there is no limit to how many groups you can add to the rule.

The Field is the most important part of the criteria to determine what items will apply. These can be added by selecting a group and clicking Add Criteria. A list of all available fields are below, with a description of each:

Once you’ve created the groups and selected criteria for each one you will then need to change the Equality and
Value columns for each field. Example 1: You want to monitor a discontinued manufacturer’s line,
here is how my group values and criteria configuration will appear

So from my example above, I want to view all items with an on-hand quantity less than 5 from manufacturer DELTA.

**
Example 2:** You want to create a rank to monitor all fast-moving, high-dollar items. After you’ve created your rank.
Set the groups and criteria to the following.

So from this example, I want to view all items with a cost of over $1000 that has hits on an order
greater than 3 times.

Our system also comes with two predefined templates you can use to override the default ranks.
Hits Percentage Range and Hits Percentage Values. If you choose to override using these templates for any
of these default ranks the data will be replaced with the new values.

If you decide to “Process Ranks Now” please know this is an extensive task that typically runs after hours each day.
If you need to process the ranks before the daily update this can take up to an hour and may affect your
system's performance.

Viewing Rank Hits

Once the ranks have been processed you can view the items that fall within each rank. In the Warehouse Ranking screen select the number link under the ‘Number of Items’ column.

Next, you’ll be placed in the ‘Your Rank Name’ Rank Items with additional filters you can use to load a list of the items that apply.

After making your filter selection, select the ‘Load’ button. After the system completes the search your results will appear on this screen. NOTE: This page will not automatically load all results and you must select the ‘Load’ button. Depending on your filters this search can take a few minutes to populate.

Alternatively, you can view the Warehouse Rank while in the Item Manager > Warehouse Tab in the Inventory Control grid. As well as within Critical Purchasing.

Purchasing Rules using Whse Ranks

A warehouse rank can also be used when creating Purchasing Rules. To get started go to Purchasing > Purchasing Manager > Purchasing Rules

By default, we have preloaded two rules for you.

To create a new rule using warehouse ranks select ‘Add Rule’

You can select a single manufacturer to apply this rule to, or you can apply it to all. Next select ‘Add Group’

Just like creating rules within the Warehouse Ranking you will need to fill out your Group Type and Criteria using the Field, Equality, Value drop-downs. Example: You want to create a group of items for all manufacturers that have Warehouse Rank of A (being the fastest moving inventory items).

Next, I will want to add a rule setting(s) to this group. In the lower section select ‘Add Setting’

From the ‘Field’ drop-down choose a setting:

After you’ve selected a field you will next enter a value. Example: I want to automatically mark all Inventory Items within Warehouse Rank ‘A’, with Inactivity less than 60 days and automatically flag these as ‘Stocked’ items.

Just like Warehouse Ranks, Purchasing Rules run daily in the evening. If you need to process your purchasing rules now before the daily update this can take up to an hour and may affect your system's performance.

After you’ve completed configuring your rules, you can select the priority of the rules, especially if you have the same item(s) using multiple rules. Read over the Purchasing Rules documentation within the Savance knowledge base for more detailed instructions on how to use this feature.

This concludes how our Warehouse Ranking functionality works out of the box as well as how to configure these rules based on your organization's needs.