Scheduling orders brings discipline to the ordering process. When you create your order schedule you’re setting up a happy flow of replenishments. Now we all know that customer demand is uncertain and supplies deliveries can be disrupted. Making exceptions management a must, in order keep your flow of goods steady and sufficient.
The workflow: each day you navigate to orders and review the orders scheduled for today. In case any order proposals were calculated yesterday, you could simply recalculate them to get newest information on stock and sales into the order calculations. When you’ve sent the orders out. You could check for any exceptions through the urgent orders required report. Create any additional orders as needed, feeling on top and in control.
Navigate to More > Scheduler to find the scheduled orders.
The process of scheduling orders is as follows:
There are three steps to creating a scheduled order: 1) Report 2) Scheduled order.
Create a report
Define the list of items to order, could be filtered on a supplier, item group, list of item numbers, location.
Create a schedule
There are pre-generated schedules in the system, users can also create new schedules by clicking the + button.
Create a scheduled order: Click More > Scheduler > + > Give your scheduled order a name > select the report > select the schedule > choose owner
How scheduled orders work:
After setting up the scheduled orders, the following nightly run will update the 'Estimated future deliveries stock' to reflect the order schedule and replenishment cycle, which can be viewed in the item card.
Here the user can estimate if the future stock development reflects the desired replenishment rhythm. If it looks good the future order proposals are likely to be on point and require minimal user changes, if any.
Example: a monthly schedule for a supplier that has a 30 day lead time, The order will look 60 days forward to calculate the replenishment need, replenishing 30 days worth of stock arriving after 30 days.
Each order will have sufficient stock units to cover until the next scheduled order will arrive, one lead time later.
Another example: Let’s say you want to check every week on the replenishment needs, and when it is time to order, the stock units should cover 60 days worth of stock when they arrive one lead time later.
Here we would apply the Order Coverage days, and by doing so the order schedule becomes the order check period.
Then you would set up a weekly schedule in the scheduled orders, let’s say every Monday.
Open the order report and enrich the order coverage days for the vendor (through bulk update) to 60 days.
In the item card, the estimated future deliveries stock will reflect the replenishment cycle configured for each sku.
The order proposals will be generated by the system during the night run on the scheduled day, and ready to be reviewed in the Orders section of the system.
Read more here on how to Review order proposals.
The screen recording below takes you through the entire process for scheduling an order.
