Reorder Threshold Templates and Automated Reordering

The purpose of this feature is to allow users to quickly generate In-Stock threshold templates. These templates may be loaded into a Supply Chain location where the Template created is paired against against their current RFID inventory stock levels.  Orders can then be placed automatically containing the difference, or a user may adjust any quantity prior to placing the Order.
Table of Contents
  1. Locate Reorder Threshold Par Template page
  2. Add new Reorder Threshold Template
  3. Download “Get Template”
  4. Map Friendly Identifier and Quantity of items you wish to include in order.  Then Save.
  5. Locate the correct File and Upload.  Then click “OK.”
  6. Give Template a Name and then “Save.”
  7. After the Template has been Saved it will appear on the Product Par Template list
  8. Go to Supply Chain location>Inventory tab where you wish to apply the template
  9. Click Place Order
  10. Complete the information on the Details Tab
  11. Verify the Order matches
1.Locate Reorder Threshold Par Template page
  • To begin you must first create a Reorder Threshold Par.  To do this go under the main menu Admin, then Products/SKUs, and then Product Par Templates.
 2.  Add new Reorder Threshold Template
  • After clicking on the Product Par Templates link you will view the Create Product Par Template page / Saved Templates.  In this example we have no Saved templates to choose from, therefore we will create on by clicking on the “+” icon located on the right of the page.
 3.  Download “Get Template”
After clicking this “+” button to create a new Template you will be forwarded to the Create page.  Here a user may do one of three things to create a template:
  • Use the Excel Template and uploader to add all desired SKUs, then Name the Template and Save,  For this demo we will show this option.
  • If you have an existing template you may select from the drop=down menu located to the right of the “Default” button, select the template you wish, then click “Default” to load the template.  It can then be adjusted, given a new name, and Saved.
  • You may enter them manually one-by-one, add a name, and then click Save.
 4.  Map Friendly Identifier and Quantity of items you wish to include in order.  Then Save.
  • Should you choose to create the SKUs and Quantities for your Template using the Excel Uploader you will simply download the “Get Template” link.  This link contains a spreadsheet which must be mapped to and Saved.
5.  Locate the correct File and Upload.  Then click “OK.”
  • After the template has been created and Saved a user will click on the button to the right of the “Get Template” button entitled “Upload.”  This will launch your PC’s file up-loader.
  • After clicking Choose File the correct file can be searched on your PC.  Once located, double click on the file, then press “OK.”
 
 6.  Give Template a Name and then “Save.”
  • After clicking “OK” the spreadsheet’s details will automiatially be populated into the Template.  You must then enter a Name, then click Save.
7.  After the Template has been Saved it will appear on the Product Par Template list
  • This will Save the template that was just created on the Product Par Template list.
8.  Go to Supply Chain location>Inventory tab where you wish to apply the template
  • To load one of these templates please locate the Supply Chain location you wish to load the template into.  This can be a Supplier, DC, Retailer, or Show.  On the main Inventory tab a drop-down called SKU Template will contain all templates which you have created and saved.
9.  Click Place Order
  • After selecting the template you wish two new columns will appear on this page; Template, displaying the SKUS and Quantities of items which are included in the Template, and Order.  The Order is the Template minus the current Count.  The Order field is editable.  Any 0 or negative number will not be added to the Order being placed.  If you wish for one of the SKUs to be included in the Order from the template simply increase the value for that SKU to a positive integer.
10.  Complete the information on the Details Tab
  • After approving the Ordered quantities per line as well as the total, the user will then click “Place Order.”  This will transpose the values from the Order column on the inventory tab, to the SKUs tab on the Order In tab, to arrive at that same location (since the Order being placed is always for more inventory stock at that location)..
11.  Verify the Order matches
  • After completing the information on the Details tab the user will Save the Order.  This will then allow them to either move the status to Approved to simply Print the RFID labels for the Order, or the may move the order to Submitted for QC if they wish to verify the Order.
The Order will be in Saved status.  A user may then move it to Approved status to immediately generate/print the RFID tags, or to Submitted for QC to perform a QC Verification on the order.