How-To Guides

How to create a hold-out record for a product

Hold-out quantities are used to save a specific amount of inventory for a product due to a promotion, holiday, or other special circumstance. The hold-out quantity is backed out from a product’s inventory level so that the system will still suggest buying the product as it normally would. This ‘Hold Out’ feature allows users to […]

How to Data Check

Checking the data is a crucial step when beginning with K3S. Your trainer will guide you through the process. Below are some of the key areas to ensure the data is correct from your ERP System. Start by select “Suggested Orders” from your assigned tasks. Update your filter to read “All Orders” to pull up […]

How to Calculate the Best Fit Order Cycle

K3S gives you the ability to find the optimal cycle for your suppliers. The advantage to using optimal order cycles is that it will lower your annual net cost and improve the accuracy of the K3S suggested orders. Navigate to Order Cycle Analysis for your supplier. If you are not sure how to get there: […]

How to Search for a Supplier

You can search for a supplier from any screen in K3S and it will appear in a new browser tab. Click the magnifying glass on the left side of the screen to bring up the search box. Select Supplier ID in the drop down. Type in the Supplier ID or name. Article last revised on […]

How to Search for a Product

You can search for a product from any screen in K3S and it will appear in a new browser tab. Click the magnifying glass on the left side of the screen to bring up the search box. Select Product ID in the drop down. Type in the Product ID.   Article last revised on April […]

How to Navigate to Order Cycle Analysis for Any Supplier

You can navigate to Order Cycle Analysis a few different ways: 1. Click the gear on the left side of your screen. This will bring up a list of your suppliers. Click the button that has two arrows shaped like a square. 2. You can hover over the gear and select “Old Supplier Order Cycles.” […]

How to Edit a Product’s Demand History

In R6, you have the ability to change the demand history for a product if needed (typically when a product is out, but the customer continues to try to buy the product, it can make demand seem higher than it should be). Navigate to the Product History Screen and select “Product History.”  From here you […]

How to Run a Batch

You can run batches from any screen in R6 by clicking the barrel (stack of pancakes) on the left side of the screen. This will bring up a list of any open batches you currently have. Click “Create Product Batch” to run a new batch.    From here, select the batch type. You can run […]

How to View Batches

You can view batches from any screen in R6 by clicking the barrel (stack of pancakes) on the left side of the screen. This will bring up a list of any open batches you currently have. If you are look for something specific, please refer to the filters on the top of the screen.  Article […]

How To View ‘Not Due, Service Checks Exist’ On Your Daily Assigned Tasks

If you have suppliers that do not currently have due orders, but they have products that have reached their order points and they have the highest service levels, you can view a list of these suppliers on your Assigned Tasks. That way, if you want to order them, you will easily be able to open their […]