Automatic Ordering Settings

Get Started with Automatic Ordering

Automatic orders in Quant are based on the principles of the Min/Max model. They support both fully automatic and semi-automatic modes. Automatic orders work with sales data which allows you to eliminate overstocks or understocks. At the same time, they are integrated with planograms, so they can also take into account spatial constraints. As a result, they are intelligent in that they do not exceed the limiting capacity of the shelf and prefer to increase the frequency of orders.

Suppliers

Quant allows to easily create and manage suppliers. The platform supports both manual and automated supplier creation, allowing users to assign products to suppliers based on the supplier ID attribute entered on the product. In addition, Quant provides the flexibility to customize settings for individual stores. This manual also includes instructions on enabling automatic ordering, setting ordering days, defining delivery times and configuring order confirmation times.

Categories in Orders

The next step in the order settings is to enable ordering of the required categories. For example, you can set different maximum and minimum daily reserves for different categories and stores.

Min and Max Values

The minimum and maximum values can be based on the setting of the number of days for which the supply should be sufficient in the store. The resulting Minimum and Maximum is then calculated from the sales data. You can also set fixed values for Minimum and Maximum. At the same time, each product which is placed in the planogram automatically takes over the Minimum and Maximum from the planogram.

Specific Requirements on Ordering Volume

For some products, we may encounter various logistical requirements. For example, some products are ordered only in packages of a certain quantity and some suppliers do not allow us to order less than a certain specified quantity.

Order Types

An order type is a set of orders for which certain rules apply. For each order type, you can define which products or stores belong to it and when the order should be confirmed in the case of a semi-automated order. You can also specify how orders are to be grouped, including exports.

Orders Notifications

From Quant you can send orders directly to the supplier via email. The order will be added to the email as an Excel attachment or in other selected format.