Kardex Tauro V3

PRODUCT USES Window

GENERAL DESCRIPTION

The window Product Uses is the commercial and informational analysis module that allows identifying and quantifying all the interactions that third parties (customers, suppliers, employees, etc.) have had with a specific product over time. This window works as a business intelligence engine, revealing who the key players are in the life cycle of each product.

This window is essential for:

• Identify the most important customers per specific product.
• Detect main suppliers of raw materials or goods.
• Analyze internal consumption patterns by area or employee.
• Generate commercial strategies based on real data.
• Perform commercial audits and movement traceability.

⚠️ READ-ONLY MODE: This window is for information only. It does not allow modifying data, only querying and analyzing the history of the product's interactions with third parties.

⚠️ ACTIVATION CONDITION: This window is only available when accessed from the Inventory window or from the Kardex window, with a product previously selected. It is not accessible independently.

WINDOW INTERFACE

The window is organized into two clearly differentiated areas:

Upper Zone - Product Identification

Shows the basic information of the product being analyzed:

• Product code: Unique identifier.
• Product type: Classification (Normal, Kit, Service, Production Line).
• Product name: Commercial description.

Lower Area - List of Uses by Third Party

It presents a detailed table with all the third parties that have interacted with the product. The columns of the list are:

Action Area - Print Button

• Button "Print list": Generates a physical or digital report with all the information shown in the window, allowing it to be filed, distributed or analyzed externally.

ACCESS TO THE WINDOW

The Product Uses window can be opened from two contexts:

From the Inventory Window

1. Select the product in the inventory list.
2. Click right-click on the product.
3. In the context menu, select the option "Uses".
4. The window will open showing the complete history of interactions.

From the Kardex Window

1. Select the product in the Kardex window.
2. Access the option "Uses" available in the menu or action buttons.
3. The window will open with the same informational content.

TYPES OF DOCUMENTS AND MOVEMENTS

The system classifies interactions according to the type of operation performed. Understanding these classifications is essential to correctly interpret the information:

Inbound Documents (Receipts)

Purchases from Suppliers:

• Records merchandise acquisitions.
• The third party is the supplier that sold the product.
• Fundamental for supplier analysis and negotiation.

Customer Returns:

• Records products returned by customers.
• The third party is the customer who returned the product.
• Important for quality and satisfaction analysis.

Positive Inventory Adjustments:

• Records non-commercial receipts (donations, findings, production).
• It may have no associated third party or have an internal one.

Outbound Documents (Issues)

Sales to Customers:

• Records merchandise sales.
• The third party is the customer who bought the product.
• Fundamental for customer analysis and commercial strategies.

Internal Consumptions:

• Records the use of products within the company.
• The third party can be an employee, area or cost center.
• Important for expense control and cost allocation.

Transfers between Warehouses:

• Records internal movements between cost centers.
• The third party is the destination warehouse or cost center.
• Useful for internal distribution analysis.

Returns to Suppliers:

• Records products returned to suppliers.
• The third party is the supplier who received the return.
• Important for supplier quality analysis.

Negative Inventory Adjustments:

• Records non-commercial issues (shrinkages, thefts, obsolescence).
• May not have an associated third party.

Mixed Documents

Transfers:

• Movements that are neither a purchase nor a sale.
• They can be donations, samples, bonuses.

Production (Production Line):

• Consumption of raw materials to manufacture products.
• The third party can be the manufactured product or the production area.

BUSINESS CONTEXT: THIRD-PARTY ANALYSIS BY PRODUCT

The Product Uses window implements fundamental principles of commercial and operations analysis, allowing companies to make decisions based on real data.

The Concept of "Third Party" in the System

A third party is any entity (natural person, legal entity, internal area) that interacts with the product through a recorded transaction. Third parties are classified into:

• Customers: Individuals or companies that buy the product.
• Suppliers: People or companies that sell the product to the company.
• Employees/Areas: Internal staff that consumes the product.
• Other warehouses: Cost centers that receive transfers.

ABC Analysis Applied to Third Parties by Product

The information in this window allows applying the Pareto Principle (80/20) at the product level:

• Type A Third Parties (20%): They generate 80% of the volume or value. They are the critical customers/suppliers.
• Type B Third Parties (30%): They generate 15% of the volume or value. They are important but not critical.
• Type C Third Parties (50%): They generate 5% of the volume or value. They are marginal.

Practical application:

• Identify the 20% of customers who buy 80% of a specific product.
• Detect the 20% of suppliers that supply 80% of a raw material.
• Prioritize commercial and negotiation efforts.

Complete Commercial Traceability

The window provides a 360° traceability of the product:

• Backward: From whom do we buy this product? (Suppliers)
• Forward: Who do we sell this product to? (Customers)
• Internal: Who consumes this product within the company? (Employees/Areas)
• Between warehouses: How is this product distributed internally? (Transfers)

BUSINESS BENEFITS OF USE ANALYSIS

Implementing product use analysis in Kardex Tauro generates significant strategic advantages:

Commercial Intelligence

• Identification of key customers: Know which customers buy more of each specific product.
• Detection of opportunities: Identify customers who buy complementary products.
• Cross-selling strategies: Offer related products to specific customers.
• Personalization of offers: Create promotions aimed at the biggest consumers.

Purchasing Optimization

• Negotiation with suppliers: Know the real volume purchased from each supplier to negotiate better prices.
• Risk diversification: Identify excessive dependence on a single supplier.
• Analysis of alternatives: Compare volumes and values between different suppliers.
• Purchasing planning: Predict needs based on historical patterns.

Cost and Expense Control

• Accurate cost allocation: Know which area or employee consumes more of each product.
• Detection of waste: Identify anomalous internal consumptions.
• Data-based budgeting: Create realistic budgets based on historical data.
• Control of operating expenses: Monitor the consumption of supplies by area.

Auditing and Compliance

• Full traceability: Track each unit from its origin to its final destination.
• Detection of anomalies: Identify unusual or unauthorized movements.
• Regulatory compliance: Demonstrate the complete cycle of regulated products.
• Support for audits: Provide documentary evidence of all transactions.

Relationship Management

• Loyalty programs: Reward the most frequent customers per product.
• Personalized service: Provide differentiated service to key third parties.
• Proactive problem resolution: Contact customers affected by quality problems.
• Strengthening of business relationships: Maintain fluid communication with important suppliers.

Profitability Analysis

• Margin per customer: Calculate the real profitability of each customer per product.
• Margin per supplier: Evaluate the total cost of acquiring from each supplier.
• Star products: Identify which products generate more value with which third parties.
• Portfolio optimization: Decide which products to keep, discontinue or promote.

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