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Getting Started

21

Access And Review PE Checks
Approve An Order In R6
Basecamp
Change Unit Totals Column On Today’s Suggested Orders and Products On Suggest Order
Change Your Password
Create And Open A Batch
Google Chrome with K3S
How To Data Check
How To Sign In To R6
K3S Best Practices
Navigation Basics: Transitioning from Green Screen
Supplier Organization Wizard: Order Cycle Analysis
Supplier Organization Wizard: Product Demand
Supplier Organization Wizard: Product Settings
Supplier Organization Wizard: Supplier Settings
The Basics of Navigation in R6 vs Jelly Bean
The Search Feature in K3S
The Ultimate Guide To Understanding The Night Job Log
User Profile Settings
What Are PE Checks
Why You Should Organize Your Suppliers

How To Guides

111

Access The Sales Journal
Add A New Product To An Order From Host
Add a New Supplier
Add A Note To A Supplier
Add A Note To The Home Screen
Add A Product To An Order From Another Supplier
Add A Reminder
Add Days To An Order
Add Days to Products using Copy To All Products Feature
Add Variable Order Cycle
Adding Nested Rule in Retriever
Adjust manual min and max with Copy To All Products Feature
Adjusting the Daily Product Journal
Apply Permanent Split Codes
Apply Product Bracket Cost Levels
Best Fit Split Codes
Bracket Level Rebuild
Change Items Per Page in User Settings
Change the Buyer Filter in User Settings
Change The Precise Order Type
Change the Selling Multiple for a Product
Change User Status with Copy To All Products Feature
CMB- Combined Store Order Split
Continue List
Copy A Product From Another Supplier To An Order
Copy An Order
Create A Combined Supplier
Create A Hold Out For A Product
Create a New Order
Create A Note On A Product
Create A Reminder On A Product
Create A Reminder On A Supplier
Create A Seasonal Profile
Create A Subcode Supplier
Create Hold Outs from a PO
Create Permanent Deals With Individual Products
Create Service Level Exceptions
Customize Unit 6 Other
Data Export
Default Product Sequence
Download a List of Your Suppliers as CSV file
Download An Order As A PDF
DPR- Deal Separate Products Split
Edit Multi Buyer/Location Settings
Edit Product History
Edit Product History
Estimated Lost Sales
Exclude Buying Until with Copy To All Products feature
Exclude Running Night Job on Holidays in K3S Calendar
Find The Daily Product Journal
Finding Out of Stock Products in Retriever
Freeze The Product Forecast
Fresh Replenish
Handle A Fixed Cycle Reset
Handle And Process New Products
Hide and Ignore a PO
How To Access All Product Locations
How to Apply Bracket Level Cost with Forward Buy
How to Use Forward Buy
LOC- Location Split
Lost Sales Batches
Make a Product Manual
Mass Update Batch
Move A Supplier To A Different Buyer Group
MSS – Multi-shipments Split
Product Days Added To Every Order
Product Lead Time Auto Update
Purchase Order Monitoring
Put Product on Probation
Put Product on Watch
Recalculate (Recreate) All Orders For A Buyer Group After PE Checks
Recalculate A Product Average
Recheck PO Status
Remove A Combined Supplier
Remove An Assign to K3S Supplier
Search For a Product
Search For A Supplier
SEL- Product Tag Split
Set A “Max Days” Order Point For A Product (Shelf Life)
Set a “Max Units” Order Point
Set the No Default Buyer/ Location Filters On Tables in User Settings
Set up a Convenience Pack
Set up a Diverter Order
Set Up A Product Distribution Pattern In Daily Replenishment
Set Up A Product To Probation Status
Set Up A Supplier Bracket Level
Set Up Daily Replenishment For A Supplier
Set Up Minimum Days On A Product
Set Up Minimum Units On A Product
Set Up Or Change A Fixed Cycle
Subtract Days From An Order
Supplier Days Added To Every Order
Supplier Lead Time Auto Update
Temporary Split Codes
The SOQ Buy Multiple Override
Unit Straight Down (USD) Split
Update Old Order Cycle
Update Product Lead Time and Variance
Update The “Used For Suggestions” Lead Time
Update the Buy Multiple
Update the Supplier Order Cycle
Update the Unit Quantities for an Item
USD – Unit Straight Down Split
Use The Exclude Buying Until Feature
View “Not Due, Order Points Exist” On Today’s Agenda
View “Not Due, Service Checks Exist” On Today’s Agenda
View Approved Orders
View Late POs
View Product Purchase Orders
View Reminders
View The Seasonal Forecast

Glossary

15

Calculating and Understanding the Seasonal Demand Pattern in K3S
Lead Time Forecasting
Main Menu Icons
Product Allowances on Deals
Product Tags
Purchase Order Statuses
Safety Stock
Seasonality Analyzer
Spring/Fall Cleaning Batches
Status Codes
Ti/Hi
Time Supply
Understand Order Cycle Analysis
Understand Product Usage And Seasonality
Understand the Counter Field

Reports and Batches

46

DOA: Demand Occurrences – All Products
DOD: Demand Occurrences – Discontinued
FHI: Forecast Too High
FLO: Forecast Too Low
HDV: High Deviation
Inventory Performance Report
IVF: Inventory Float
LDV: Low Deviation
LS1: Lost sales last night onhand more than 0
LS2: Lost sales last night onhand=0
LS3: Lost sales last night LS1+LS2
LTM: Lead time exceptions
ND1: No Demand 1 Year
ND2: No Demand 2 Years
ND3: No Demand 3 Years
OBS: Obsolete Products
Obsolete Products Report
OUT: Out of Stock Last Night
Overstock Report
OVG: Gather OV checks to 1 location
OVR: Overstocked Products
PDF: Products link type D- From
PDT: Products link type D – To
PSD: Product System Status – Discontinued
PSL: Product System Status – Lumpy
PSN: Product System Status – New
PSR: Product System Status – Regular
PSS: Product System Status – Slow
PUF: Product User Status – Frozen
Pull The Previous Pricing For Products
PUM: Product User Status – Manual
PUP: Product User Status – Probation
Purchase Adjustments Report
PUW: Product User Status – Watch
Ranking Report: By Product
Ranking Report: By Supplier
Ranking Report: By Supplier/Product
Running Reports
User PE Performance Report
Z00: Zero Profile Factor
Z10: Low Profile Factor
ZCG: Change Seasonal Profile
ZNW: New Seasonal Profile
ZRM: Remove Seasonal Profile
ZY1: Seasonal Profiles One Year
ZY2: Seasonal Profiles Two Years

Special Features

11

Assign to K3S Supplier
Copy History
Create a Customer Usage Batch for a Group of Products
Create a Customer Usage Batch for a Group of Products With CSV Upload
Create a Cyclical Deal
Creating a Permanent Deal
Hold Out Steps
How To Generate Automated Add Days
K3S Retriever
Set Up Product Links
Supplier Hold Outs

Screen Reference

90

Manager Guides

14

Add A New User To K3S
Add, Edit, and Copy Buyer Group Service Level Settings
Add, Edit, and Copy Product Group Service Level Settings
Add, Edit, and Copy Product Group Service Levels Per Supplier Settings
Add, Edit, Delete Buyer ID
Authority Manager
Change A User’s Password
Change User Roles
Change User’s Buyer Group PE Checks
Create PE Check Filters
How To Include/Exclude Dates From The K3S Processing Schedule
K3S U Manager Dashboard
Set the Multi-Buyer/ Multi-Location Filter
Troubleshooting Connection For Users

Wednesday Workshop

55

2019-08-21 Tips and Tricks
2019-09-25 Splits
2019-10-23 Seasonality
2019-11-20 Holiday Buying
2019-12-11 Metrics
2020-01-22 Best Practices
2020-02-19 Supplier Organization
2020-03-25 Inventory Action Plan for Unforeseen Challenges
2020-04-22 Speculative Buying
2020-05-27 Z Batches
2020-06-24 Holiday Ordering
2020-07-22 Tips And Tricks
2020-08-26 Alternate Source Ordering
2020-09-23 PE Checks
2020-10-28 The 10 K3S Best Practices
2020-11-18 K3S Troubleshooting Guide
2020-12-16 K3S Reports
2021-01-27 R6.3 Enhancements
2021-02-24 Metrics
2021-03-24 Retriever
2021-04-28 Daily Replenishment
2021-05-26 Exponential Smoothing
2021-06-24 Special Features
2021-07-28 Data Export
2021-08-25 Speculative Buying
2021-09-29 Customer Usage
2021-10-27 Seasonality
2021-11-17 Overstock Analysis
2021-12-22 Tips and Tricks
2022-01-26 R6.4 Updates
2022-02-23 Customer Order Analysis
2022-03-23 Dealing with the Disfunction of the Current Supply Chain
2022-04-20 Supplier Organization
2022-05-25 Troubleshooting Guide
2022-06-22 Supply Chain Disfunction
2022-07-20 PE Checks
2022-08-24 Retriever
2022-09-14 Inflated Inventory
2022-10-12 Bracket Levels
2022-11-09 Product History
2022-12-14 K3S Metrics
2023-01-11 K3S Supplier Types
2023-02-08 K3S Logs
2023-03-08 Refocus: Adjusting To The New Reality
2023-04-12 Seasonality and Z Batches
2023-05-10 Winning the Inventory Game: Expert Tips for Mastering the 7 Steps to Successful Buying
2023-06-14 Dealing With Supply Chain: Keeping It Simple
2023-07-12 Catalyzing Efficiency: K3S Tools for Streamlined Procurement Ordering
2023-08-10 A Practical Guide To Data Analysis with K3S Retriever
2023-09-13 Adapting to New Supplier Demands
2023-10-04 PE Checks
2023-11-08 The Buying Process: The Cornerstone of Efficient Inventory Management
2024-01-10 Mastering Efficiency: Unleashing the Power of K3S Ordering Tools
2024-02-14 All About Period End Checks
2024-03-13 A Deep Dive into Product Settings

Wednesday Workshop

2019-10-23 Seasonality
2019-11-20 Holiday Buying
2019-12-11 Metrics
2019-08-21 Tips and Tricks
2019-09-25 Splits
2020-01-22 Best Practices
2020-10-28 The 10 K3S Best Practices
2020-11-18 K3S Troubleshooting Guide
2020-12-16 K3S Reports
2020-02-19 Supplier Organization
2020-03-25 Inventory Action Plan for Unforeseen Challenges
2020-04-22 Speculative Buying
2020-05-27 Z Batches
2020-06-24 Holiday Ordering
2020-07-22 Tips And Tricks
2020-08-26 Alternate Source Ordering
2020-09-23 PE Checks
2021-01-27 R6.3 Enhancements
2021-02-24 Metrics
2021-03-24 Retriever
2021-04-28 Daily Replenishment
2021-05-26 Exponential Smoothing
2021-06-24 Special Features
2021-07-28 Data Export
2021-08-25 Speculative Buying
2021-09-29 Customer Usage
2021-10-27 Seasonality
2021-11-17 Overstock Analysis
2021-12-22 Tips and Tricks
2022-01-26 R6.4 Updates
2022-02-23 Customer Order Analysis
2022-03-23 Dealing with the Disfunction of the Current Supply Chain
2022-04-20 Supplier Organization
2022-05-25 Troubleshooting Guide
2022-06-22 Supply Chain Disfunction
2022-07-20 PE Checks
2022-08-24 Retriever
2022-09-14 Inflated Inventory
2022-10-12 Bracket Levels
2022-11-09 Product History
2022-12-14 K3S Metrics
2023-01-11 K3S Supplier Types
2023-02-08 K3S Logs
2023-03-08 Refocus: Adjusting To The New Reality
2023-04-12 Seasonality and Z Batches
2023-05-10 Winning the Inventory Game: Expert Tips for Mastering the 7 Steps to Successful Buying
2023-06-14 Dealing With Supply Chain: Keeping It Simple
2023-07-12 Catalyzing Efficiency: K3S Tools for Streamlined Procurement Ordering
2023-08-10 A Practical Guide To Data Analysis with K3S Retriever
2023-09-13 Adapting to New Supplier Demands
2023-10-04 PE Checks
2023-11-08 The Buying Process: The Cornerstone of Efficient Inventory Management
2024-01-10 Mastering Efficiency: Unleashing the Power of K3S Ordering Tools
2024-02-14 All About Period End Checks
2024-03-13 A Deep Dive into Product Settings

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