Contents Basic Information .......................................................................................................................................... 2
Week at a Glance ...................................................................................................................................... 5
Order ....................................................................................................................................................... 12
Basic Information When you navigate to one of the Orders or Forecasting pages from the side menu, you will see a message that explains some of the basic
functionality. If you want to disable the message from appearing whenever you visit an Orders or Forecasting page, check off the “Do not show
this dialogue again” box in the bottom left corner. Once you are finished reviewing the message, click the Done button in the bottom right
corner of the message.
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There will be no data displayed in the table until you select a delivery from the delivery drop down menu (marked with the red 1 in the image
above). As soon as the selection is made from the list, it will fill the chart with information for that delivery (you won’t need to click another
button).
You can choose to view a specific mix, group, or category to display by selecting it from the appropriate drop down menu (marked with the red 2
in the image above). If you select the filters before you select the delivery, it will load the delivery with the selected filters applied. If you already
had the delivery loaded when you select the filters, you will need to click the “Refresh With Filter” button (to the right of the delivery drop down
menu).
The “Options” button in the top right corner will open a new message that provides additional options. Different pages have different options,
most include some options for printing.
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Editing Tables Light blue columns in a table (indicated with the red 1 in the image below) can be used to edit information by clicking in the appropriate cell. If
there are no visible values in a light blue column, then it edits the data in another column (in the image below, the “Edit CML” column edits the
“CML Order” column).
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Orders
Week at a Glance The Week at a Glance screen shows an overview of orders for the upcoming week. The total order for the week is displayed, along with the
order for each day of the week. The cost of each individual unit and the weekly cost of the order are also displayed on this page. You can
permanently edit the daily orders by clicking on the order you want to edit. An edited column is shown in green, and edits are listed on the right
end of the table.
To select the data you wish to view, you will need to use the Order Selection menu, which is located above the table.
To select the order you wish to view, select the customer and delivery from the drop down menus (marked with the red border in the image
above).
To filter out all but one mix, group, or category, select it from the appropriate drop down (marked with the green border in the image above).
Once you have selected the filter(s) you want to apply, click the Refresh With Filter button(marked with the purple border in the image above).
To show the totals for each mix, group, or category, check off the appropriate box (marked with the blue border in the image above), then click
the Refresh With Filter button(marked with the purple border in the image above).
The options (marked with the yellow border in the image above) will reload the table data with (or without) the additional data as soon as you
select (or deselect) the appropriate box.
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Permanent Changes (Standard Order) The permanent changes screen allows you to make permanent changes to an order. Select the customer, day of the week, and delivery from the
Order Selection menu. If the box next to the Order Selection menu is not checked off, unordered items will not show up. To change the amount
to order for a product, click in the Edit CML column for the product you want to edit, then enter the new amount of units you want ordered for
that delivery. Click the “Update Order” button above the right side of the graph to save changes.
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Temporary Changes (Order Adjust) The temporary changes screen allows you to make temporary changes to an order. Select the customer, date, and delivery from the Order
Selection menu. If the Show Unordered Items box next to the Order Selection menu is not checked off, unordered items will not show up. If the
Show Entire Order box is not checked off it will only display the products that have been changed. To change the amount to order for a product,
click in the Edit CML column for the product you want to edit, and enter the new amount of units you want ordered for that delivery. Then, click
the “Update Adjustments” button above the right side of the graph to save changes.
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Forecasting
Throwaway Counts The Throwaway Counts screen allows you to record the amount of products thrown out from each batch. Select the customer, date, and delivery
from the Order Selection menu.
The Forecast column indicates the amount of units each product is expected to sell.
To enter the number of units thrown out for the shipment, click in the Edit Thrown column, update the number, then click the Update
Throwaways button at the top right of the chart to save.
The Total Cost, Throw Cost, and Throw Pct. columns are all calculated as follows:
Total Cost = Units Delivered x Unit Cost
Throw Cost = Units Thrown x Unit Cost
Throw Pct. = Units Thrown / Units Delivered
The total amount, total cost, and overall percentage of units thrown away are shown above the table.
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Throwaway Targets The Throwaway Targets screen allows you to set a target for the amount of products thrown out from each batch. Select the customer, date,
and delivery from the Order Selection menu. You may also select to view only a specific Mix, Group, or Category.
To enter the target number of units thrown out for the shipment, click in the Edit Target column, update the number, then click the Update
Targets button at the top right of the chart to save. You can enter a percentage of the order instead of an exact number if you toggle the
“Assume Percents Entered” option by checking the box to the right of the Order Selection menu.
The Target Units and Total Cost columns are all calculated as follows:
If Use Percent is False; Target Units = Order Units + Target
If Use Percent is True; Target Units = Order Units + (Order Units x Target)
Total Cost = Order Units x Unit Cost
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Reports
Billing
Invoice
The Billing Invoice Report screen can be used to generate Invoice Statements. Use the options marked with the red numbers in the image on the
next page to generate the report that you want.
Selecting the Range of Dates to Display:
1. Select the amount of time that you want displayed in the invoice from the drop down menu (one week, two weeks, one month, etc.)
2. Select the date that you wish to view from the calendar. The first date on the statement will be the first of the month or the Sunday at
the beginning of the week selected (depending on the span selected in step 1), not the actual date selected. You can use the arrows next
to the month name to switch to other months and years.
Selecting the Customers to Display:
3. Select the group that the customer belongs to from the Customer Group drop down menu. When a new group is selected the customer
list (in step 4) is updated to list just the customers belonging to that group. If you wish to display customers from different groups or are
unsure which group the customer belongs to, use the default All Customer Groups option.
4. Select the specific customer that you wish to display from the customer list. There are a few ways to select multiple customers:
To select all the customers, click the box below the list.
To select two or more customers, click the first customer, then hold Ctrl and click any other customers.
To select multiple customers in a row, click the first customer, then hold Shift and click the last customer. All customers on the
list between the two customers will be selected as well.
Selecting the Delivery and Running the Report:
5. Click on the delivery that you want to run the report for. The report will run as soon as the delivery is selected.
The buttons above the report allow you to change the way the statement is displayed. The first three allow you to create a table of contents,
print the page, and search the document for a word or phrase. The next set of buttons provide several options for zooming in and out. The rest
of the buttons let you navigate through the pages (if there are more than one).
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Order
Permanent Changes (Standard Order)
The Order Permanent Changes Report screen can be used to generate Standard Order Reports and Standard Order Detail Reports.
To generate a Standard Order Report, select the Summary (By Week) option. To generate a Standard Order Detail Report, select the Product
Detail (By Day) option.
Select the boxes for the days of the week that you wish to appear in the report.
Select the group that the customer belongs to from the Customer Group drop down menu at the top of the screen. When a new group is
selected the customer list is updated to list just the customers belonging to that group. If you wish to display customers from different groups or
are unsure which group the customer belongs to, use the default All Customer Groups option.
Select the specific customer that you wish to display from the customer list. There are a few ways to select multiple customers:
To select all the customers, click the box below the list.
To select two or more customers, click the first customer, then hold Ctrl and click any other customers.
To select multiple customers in a row, click the first customer, then hold Shift and click the last customer. All customers on the list
between the two customers will be selected as well.
Click on the delivery that you want to run the report for. The report will run as soon as the delivery is selected.
The buttons above the report allow you to change the way the statement is displayed. The first three allow you to create a table of contents,
print the page, and search the document for a word or phrase. The next set of buttons provide several options for zooming in and out. The rest
of the buttons let you navigate through the pages (if there are more than one).
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Temporary Changes (Order Adjust)
The Order Temporary Changes Report screen can be used to generate Order Adjustments Reports.
Select the amount of time that you want displayed in the invoice from the drop down menu (one week, two weeks, one month, etc.).
If you selected “Specific Range,” select the dates to the right of the drop down menu. Otherwise, select the date that you wish to view from the
calendar. The first date on the statement will be the first of the month or the Sunday at the beginning of the week selected (depending on the
span selected in step 1), not the actual date selected. You can use the arrows next to the month name to switch to other months and years.
Select the group that the customer belongs to from the Customer Group drop down menu at the top of the screen. When a new group is
selected the customer list is updated to list just the customers belonging to that group. If you wish to display customers from different groups or
are unsure which group the customer belongs to, use the default All Customer Groups option.
Select the specific customer that you wish to display from the customer list. There are a few ways to select multiple customers:
To select all the customers, click the box below the list.
To select two or more customers, click the first customer, then hold Ctrl and click any other customers.
To select multiple customers in a row, click the first customer, then hold Shift and click the last customer. All customers on the list
between the two customers will be selected as well.
Click on the delivery that you want to run the report for. The report will run as soon as the delivery is selected.
The buttons above the report allow you to change the way the statement is displayed. The first three allow you to create a table of contents,
print the page, and search the document for a word or phrase. The next set of buttons provide several options for zooming in and out. The rest
of the buttons let you navigate through the pages (if there are more than one).
