Overview
Navigate to Orders > see all order proposals in a header view > click on the order name (supplier -> location) > review the order lines > edit the order quantity in green > select all items with the tickbox > click the green Confirm button in the top right corner.
Orders
When you navigate to orders, and have created an order proposal, the default view is to see a list of order proposals that have been created, and are waiting to be confirmed.
Sending orders to your suppliers or internal location
Orders are calculated and confirmed in AGR > sent over / uploaded to the ERP system > sent to suppliers or straight to warehouse picking.
Order PRO
Customers who have subscribed to Order Pro, will have an automatic order transfer procedure in place that sends confirmed orders from AGR over to your ERP through an API connection. You can expect the order to arrive in the ERP within 3 minutes from the point of confirmation.
Inventory IQ
Customer who have Inventory IQ, will download the confirmed order in excel or csv and upload to their ERP system.
Review order lines
To open the order lines and review the order proposal, select the order you would like to review by clicking on the blue order name. To see more information about each item, open the Item Card and highlight an item line. For information on the order calculations, open the Info side panel.
Confirm orders
Complete your order review process by confirming the entire order.
IMPORTANT NOTE
Only whole orders can be confirmed, not individual order lines
Select the order.
Click the green confirm button.
A pop-up box will appear, asking for confirmation.
Click on the green Confirm box to send the order to the ERP.
The order status will first be Confirmed and then Transferred when it has been received by the ERP.
Order calculations
AGR uses a formula to calculate order proposals. You cannot change the formula, but it is useful to know what it is.
Order formulas
Proposed order quantity = Demand for the order period + Safety Stock + Min visual Stock – Stock on hand – Undelivered orders rounded up to the minimum order quantity and order multiples.
Special order items = Demand in the order calculation above = Open Sales Orders
You can change any information in the green columns.
When reviewing the orderlines, the proposed order quantity is displayed in the green Qty (base units) and Qty (order multiples) columns.
The user can change the green Qty columns directly as needed. A solid green bar will appear in the in any cell where you have overridden the order proposal.
For more information on the proposed quantity. Open the Info side panel to view the Result Breakdown of the order calculation. Results Breakdown shows the calculations both graphically and numerically.
If the order Qty is not at the level expected, reviewing the order breakdown will help you estimate the accuracy of the demand. You can decide which data needs to be adjusted, such as safety stock levels (confidence factor), order multiples, minimum order quantities, Demand.
The more accurate the data you put into AGR, the better the order proposals will be. Over time, you will spend less time reviewing orders since the proposals will better fit your business.
Filtering
Filtering allows you to adjust the order view to best fit your needs. AGR has several types of filters built into the system.
Pre-defined filters
AGR includes three pre-defined filters for easy access to your data:
My orders displays only orders created by the user logged into AGR.
Order from the last 24 hours displays only orders created by the user logged into AGR from the preceding 24 hours from now.
Orders greater than null (0) shows only orders where the Qty proposed is greater than 0.
Column Filters
Column filters appear at the top of each column. Entering a value into the filter will allow you to find corresponding data within the column.
Applying Column Filters is a quick way to look up a subset of rows.
Search
Search by entering the desired search term into the** Search dropdown**. AGR will return any row that contains the search term.
Searchable columns are:
Vendor
Item Number
Responsible
Location
Recalculate order lines
You can recalculate specific order lines by selecting them and then clicking on the calculator icon.
Recalculating order lines is useful if something has changed since AGR created the order proposal. Some changes that can impact the order proposal include:
updated stock data
updated undelivered data
updated confidence factor that alters the safety stock, or
modified sales plan
undo a constraint.
Delete orders
You can delete orders "in process" by
selecting the order proposal(s) to delete
clicking the trash icon in the top-right corner
Sync Grid
The Sync Grid button is used to refresh the data in the view.
Export to Excel or .csv
To export the shown order data,
Click on the Export icon.
Choose Excel Export or CSV Export from the list.
The file will be created and downloaded to your computer.
