When you login to the App, the data compilation is already done and the data is up to date.

Now you can create orders from order recommendations in four simple steps:

  1. Click on the orders menu
  2. Select the required location
  3. Hover on the supplier you wish to create an order for
  4. Click on the create button that appears

You can navigate to the Orders page by:

  • Clicking on the Orders menu (red underline), which displays your default location
  • Using the drop down (red square) on the Orders menu and clicking on the required location

Using the drop down

The drop down displays previously saved order schedules, for quick navigation should you wish to continue working on a specific order schedule.

Details include:

  • The warehouse / location
  • The supplier
  • Who created the order schedule and when
  • The total value of the order schedule

Selecting any of these saved order schedules will open it, displaying the individual sku order recommendations.


Creating a New order

To create a new order:

  1. Click on the word Orders in the menu
  2. Select the required location – all suppliers who have recommended orders for today are displayed
  3. Click next to the supplier you wish to create the order for
  4. Click on the Create order button

Note: to create an order for a supplier who does not have a recommended order today, search for the supplier using the Create order for a specific supplier search box and create the order. You can then add items to the order schedule.


Saved recommended orders

Selecting the Saved recommended orders tab displays all orders that have been created and/or downloaded but not yet archived.
Options to filter the list include:

  • Viewing just orders that you have created, or viewing all orders regardless of who created them
  • Viewing all orders, just those that have been downloaded or just those that have not been downloaded

Selecting any of these order schedules will open it, displaying the individual sku order recommendations.

Download an order; downloading an order either creates a CSV file on your computer or a file on the server that can be uploaded into your ERP to create the actual purchase order or transfer (depending on the configuration).

Archive an order; archiving an order removes an order from this list permanently.

If you hover on a particular row, then options to download or archive just that row become available.

You can filter the list, for example, to show only downloaded orders and then use the bulk Archive All button.


Order schedule

The Order schedule is the list of items from the selected supplier that have an order recommendation today based on their stock level, forecasts and inventory policy.

Pertinent information is displayed to enable you to quickly evaluate the recommended quantity, including:

  • Product code, description and classification
  • Order recommendation information
  • Optimal inventory levels and comparison with current stock position
  • Sales versus forecast comparison
  • DownloadArchive and Add to order buttons
  • An order summary showing line count, order units and order value

The first column shows productclassification and group information.

  • Product code and description
  • Classification; value (A) and velocity (H)
  • Groups; dimensions that may be used to filter and sort data

The second column shows the order recommendation details.

  • The unit of measure and expected arrival date based on the lead time
  • The order recommendation, including the impact of any supplier constraints such as minimum order quantity (MOQ) or order multiples (Mult)
  • A box for you to amend the order quantity and/or unit cost
  • The value based on the amended quantity x the amended unit cost

The third column shows the optimal reorder levels versus your current available stock + on-order.

  • The optimal levels – reorder point (ROP) and order up to (Up To)
  • Your current available stock (blue bar) and your current on-order (red bar)

Hovering over the chart displays a table showing the actual numbers.


The fourth column shows a sales versus forecast comparison.

  • The historical sales that are in the App
  • The future forecast that has been generated and possibly amended
  • The sales and forecast averages and the age of the product

Hovering over period to date (PTD) sales displays sales as a percentage of the month’s forecast, then compares that to how far through the period we are.

  • If the bars are close: sales are tracking forecast
  • If the sales/forecast bar is bigger than the period bar: we are selling quicker than we forecast and should potentially increase the forecast
  • If the period bar is bigger than the sales/forecast bar: we are selling slower than the forecast and should potentially decrease the forecast

Hovering over the chart displays a table showing the actual numbers, with a row for historical sales (S) and a row for future forecasts (F).


Other options

On the bottom left of the order schedule, there are options to:

  • Download this order schedule
  • Archive this order schedule
  • Add items to this order that do not have order recommendations today, possibly in order to meet supplier terms or to fill containers

In the footer of the order schedule, details of who created the order schedule, when they created it and for which location/supplier combination can be found.


Clicking on the Add button brings up these choices:

  • Select from all items to add; which displays all items supplied by this supplier
  • Select from top-up items to add; which displays all items that do not have an order recommendation today but are below their Order up to (max)
  • Add a specific item; where you type in the product code of the item you wish to add

Order summary

On the bottom right of the order schedule, a dynamic order summary is updated as changes are made to recommended order quantities.

On the bottom right of the order schedule, a dynamic order summary is updated as changes are made to recommended order quantities.

  • There are columns showing totals for recommended orders, amended orders and the difference
  • There are rows showing totals for number of items, total units and total value