In this training session, we walk through everything you need to know about scheduled orders — from setup to fine-tuning, automation, and day-to-day management.
Learn how to create scheduled orders, adjust key calculation settings, and use new features introduced in the January release. Whether you're setting them up for the first time or optimizing existing workflows, this session shows you how to build a smoother, more strategic replenishment process.
How to create and edit scheduled orders
Setting schedules (weekly, bi-weekly, monthly, recurring)
Using order coverage days to control stock levels
How lead time impacts order calculations
Recalculating and reviewing generated orders
Splitting orders by item, item group, or lead time
Automating workflows with email notifications and auto-confirmation
Managing special order items and risk-of-stockout checks
Practical day-to-day workflow tips
By the end, you’ll understand how to build a consistent flow of goods, reduce manual work, and fine-tune order calculations to match your operational needs.