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eOrderseOrdersinventory ordering inventory ordering
software!software!
IntroductionIntroduction
Use easy functionsUse easy functions,, letting you order products letting you order products that you need automatically.that you need automatically.
Save timeSave time,, by not having to manually enter by not having to manually enter purchase orders.purchase orders.
Have less out of stocksHave less out of stocks,, without overstocking. without overstocking. Maintain a safe base level of inventoryMaintain a safe base level of inventory..
You will…You will…
Old Ordering TheoryOld Ordering Theory
How do you order products now?How do you order products now? By intelligent guessing?By intelligent guessing? By guessing?By guessing? By un-intelligent guessing?By un-intelligent guessing? By what the salesman thinks you need?By what the salesman thinks you need? More than once a week?More than once a week?
New Ordering TheoryNew Ordering Theory
eOrders eOrders will order…will order… Only items that sell and need restocking.Only items that sell and need restocking. Only items with less than X weeks supply.Only items with less than X weeks supply. Orders are generated based on sales and Orders are generated based on sales and
“real time” inventory levels.“real time” inventory levels. Based on Discounts and Rips.Based on Discounts and Rips.
Your customers will vote for Your customers will vote for what you need what you need with $aleswith $ales..
eOrders FunctionseOrders Functions OrderOrder by category, vendors, or sizes. by category, vendors, or sizes. EditEdit order quantities, and change vendors. order quantities, and change vendors. SendSend orders to vendors(real-time). orders to vendors(real-time). EditEdit sent orders by exception to received. sent orders by exception to received. PostPost orders to orders to POSPOS Purchase Orders! Purchase Orders! ReportsReports on orders sent, received, posted. on orders sent, received, posted. View 2 months prices for all vendors and find the best View 2 months prices for all vendors and find the best
price and view items going UP/DOWN next month.price and view items going UP/DOWN next month. Return on investment calculation.Return on investment calculation. Rips management in New Jersey.Rips management in New Jersey. Manage multiple stores on the same screen.Manage multiple stores on the same screen.
Using eOrders DiscussionUsing eOrders Discussion
How does How does eOrderseOrders know what to buy? know what to buy? What items can I order?What items can I order? What about end of month buying?What about end of month buying? Using the Using the eOrderseOrders instruction manual. instruction manual. How do I start How do I start eOrderseOrders??
Regular Weekly OrderingRegular Weekly Ordering
eOrders Selection ScreeneOrders Selection Screen
Select multiple Select multiple type codes by type codes by holding down holding down the shift key.the shift key.
Vendor ListVendor List
Click here to Click here to run the queryrun the query
Show only what is Show only what is going Down/Up in going Down/Up in priceprice
Suggested Orders ScreenSuggested Orders Screen
Order LinesOrder Lines
Last VendorLast Vendor
Vendor Item#Vendor Item#Weeks supplyWeeks supply
Suggested order Suggested order cases and bottlescases and bottles
Going UP in price Going UP in price by 4.15%by 4.15%
Best rip for this itemBest rip for this item
Discounts available for this Discounts available for this month and next monthmonth and next month
Inventory information:Inventory information:
Sales, average per week, stockSales, average per week, stock
Other packages, Other packages, vintages, gift packsvintages, gift packs
Lines on OrderLines on Order
Items in Items in openopen orders orders from previous eOrder from previous eOrder sessions are in sessions are in orangeorange and must be deleted and must be deleted
should you not want to reorder the item.should you not want to reorder the item.
Vendor Price ScreenVendor Price Screen
Multiple VendorsMultiple VendorsBottle = Bottle by case costBottle = Bottle by case cost
Case = Case costCase = Case cost
As_ = Assorted SizesAs_ = Assorted Sizes
Vendor ChangingVendor Changing
Clicking here to change the vendor (selling division)
Discounts & RipsDiscounts & RipsB = Blinds ; B = Blinds ;
d(D) = discount ; d(D) = discount ;
D(F) D(F) = frontline price is = frontline price is more(less) than 15c per more(less) than 15c per case between vendorscase between vendors
How to get the DiscountsHow to get the Discounts
Clicking in the <<Disp>> column brings up the discount level screen. This screen will show the whole brand family and let the user enter a discount quantity level while tracking the totals. The user can then add these items to the order when closing the window!
Return on InvestmentReturn on Investment
If you buy 12 cases this month you will pay $82.46/case and $13.74/bottle and you will If you buy 12 cases this month you will pay $82.46/case and $13.74/bottle and you will have a 3.89 months supply with a 21.90% yield of money based on a $20/bottle retail have a 3.89 months supply with a 21.90% yield of money based on a $20/bottle retail
price and 6 cases monthly sales , 11 cases in stock and 8% annual cost of money. price and 6 cases monthly sales , 11 cases in stock and 8% annual cost of money.
Other Packs or GiftsOther Packs or Gifts
Other Packs or Gifts Other Packs or Gifts have the number of have the number of available products here!available products here!
The product is available in regular bottles or gift sets with glasses!
Double Clicking opens the window belowDouble Clicking opens the window below
Adjustable Weeks SupplyAdjustable Weeks Supply
Changing the order changes the weeks supply on hand
Options / StatisticsOptions / Statistics
Inventory ScreenInventory Screen
Inventory / Sales HistoryInventory / Sales History
Match SKU to a Vendor NumberMatch SKU to a Vendor Number
Double click in the missing vendor number fieldDouble click in the missing vendor number field
The Vendor number and costs are added!The Vendor number and costs are added!
Click on the correct item, then click on Select.
Deleting Lines & Column SortingDeleting Lines & Column Sorting
Double clicking on any column header Double clicking on any column header will sort by that columnwill sort by that column
To delete a line just right click or press To delete a line just right click or press “D” on your keyboard!“D” on your keyboard!
Other screensOther screensWeekly and monthly Weekly and monthly
salessales
Order historyOrder history
Multiple stores infoMultiple stores info
Vendor Totals Vendor Totals
before splitbefore split
BlindsBlinds
Before Splitting Orders ChecklistBefore Splitting Orders Checklist
Double CheckDouble Check all your edits all your edits…… Are your deletes done?Are your deletes done? Are your Cases and Bottles right?Are your Cases and Bottles right? Is it the right month to buy quantity?Is it the right month to buy quantity? Are all items SKU matched?Are all items SKU matched? Are the items Brand Matched Correctly?Are the items Brand Matched Correctly? Are the right vendors assigned?Are the right vendors assigned?
Sending Orders to VendorsSending Orders to Vendors
Sending the OrdersSending the Orders
After clicking the Split Orders button…After clicking the Split Orders button… You can send the order for the salesman or You can send the order for the salesman or
manager review.manager review. You can select which vendors to send now.You can select which vendors to send now. You can send all the orders now.You can send all the orders now. You can review individual orders.You can review individual orders. You can print individual orders.You can print individual orders.
Print PO report before sending ordersPrint PO report before sending orders
Sending OrdersSending Orders
Click and check the orders you
want to send now.
Send your commentsto wholesaler
Make sure you enteryour account# with
each wholesaler
Click here toSend all marked
orders
Confirmation StatusConfirmation Status
Updated every 30 seconds with status information for
each order
Receiving The OrderReceiving The Order
After the vendors order is received…After the vendors order is received…1.1. You must You must MatchMatch the order to the invoice. the order to the invoice.
2.2. You must You must Mark & NoteMark & Note any discrepancies to any discrepancies to the the eOrderseOrders invoice as well as the vendors. invoice as well as the vendors.
3.3. You You EditEdit the order to match, in the order to match, in eOrderseOrders..
4.4. You You Post to POSPost to POS..
5.5. You You Post & Complete in POSPost & Complete in POS..
Received Orders StatusReceived Orders Status
See the status of Received, Posted & Open Orders
Select a Sent OrderSelect a Sent Order
Click on the received order you want to edit.
Accepting and Editing TotalsAccepting and Editing Totals
2. Click here to break the order in separate
invoices
1. Click here to copy all the totals to
received.
3.You only edit received the yellow
columns
4. Post the received order in your POS
End of Month = ChoicesEnd of Month = Choices
Next month prices are available on the 18Next month prices are available on the 18 th.th.
Hold off buying items going down! Hold off buying items going down! See up or down prices in the orders grid.See up or down prices in the orders grid. Reports and order only items going up.Reports and order only items going up. Reports and order only items going down.Reports and order only items going down. Order a longer time period to cover.Order a longer time period to cover.
Configuration – General tabConfiguration – General tabRead the POS inventory Read the POS inventory
when starting eOrders when starting eOrders
Show lines in Orange for Show lines in Orange for already orders sent or already orders sent or
orders ready to be sentorders ready to be sent
Enabled for a Demo versionEnabled for a Demo version
Post orders to your POS Post orders to your POS
Read vendors from POSRead vendors from POS
Enable sales history screen Enable sales history screen (weekly/monthly)(weekly/monthly)
Show rips values and Show rips values and quantities per linequantities per line
Select the default storeSelect the default store
Keep order on the server Keep order on the server for salesman/manager for salesman/manager reviewreview
The system is automatically The system is automatically saving reportssaving reports
Configuration – Security tabConfiguration – Security tab
Bevaccess access Bevaccess access information information
Login screen – use Login screen – use eOders or POS eOders or POS authenticationauthentication
Apply changes on Apply changes on this screen to this screen to
different storesdifferent stores
Configuration – Suggested tabConfiguration – Suggested tab
Vendor to use on Vendor to use on suggested report suggested report
Choose the vendor Choose the vendor with the best price on with the best price on the suggested reportthe suggested report
Set the default sales Set the default sales period of time for a period of time for a
suggested ordersuggested order
Display next month Display next month price indicator based price indicator based
on these optionson these options
Configuration – Pricing tabConfiguration – Pricing tab
Block the updated Block the updated of the price fileof the price file
Use/download the Use/download the vendors price historyvendors price history
Financial information for Financial information for calculating the yieldcalculating the yield
Display current/next Display current/next month prices in the month prices in the
suggested reportsuggested report
Configuration – Other tabConfiguration – Other tab
Desired action for Desired action for zero-quantity lineszero-quantity lines
For 50ML items use the For 50ML items use the store pack when postingstore pack when posting
Desired name for the Desired name for the Promo fieldPromo field
Allow the user to enter Allow the user to enter the vendor item#the vendor item#
Show discounts in the Show discounts in the desired orderdesired order
Monthly matching checkMonthly matching check
The match for this SKU doesn’t exists in the current price file
Click here to change the last or the preferred vendor
Click here to match the SKU to this vendor item#
Maintenance & UpdatesMaintenance & Updates
eOrderseOrders is constantly being improved and an is constantly being improved and an updated version is available every month.updated version is available every month.
The updating program included in the The updating program included in the installation package(ftpUpdate) will installation package(ftpUpdate) will guarantee you get the latest version and the guarantee you get the latest version and the latest pricing information.latest pricing information.
Data Data flowflow
The EndThe End
Any Questions?Any Questions?