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.
What are examples of order types?
Direct order - all orders that you order directly from a supplier and need to group them by these suppliers.
Order to stock - one aggregated order to your central warehouse.
How to create a new order type?
In Quant, under the Order / Order Types section, click on the New button.
Then set the properties in the properties panel on the right.
Creating a new Order Types
Order Types properties
This setting determines whether Quant should generate orders for the order type.
Fill in the name of the task type - the area that each of the tasks will cover.
Check the stores for which you want orders to be generated. At the same time, it is necessary to have ordering days set in the store in order to create orders for it.
Here you set the product filter. Only products that match the product filter will be included in orders. Quant will ignore other products and will not create orders for them.
Confirm Orders Immediately
Check if you require immediate order confirmation. More precisely, fully automatic mode, where the order is immediately confirmed and saved to FTP.
Fill in the exact time you want to confirm the order. If this time has already passed today after the order has been generated, the order will automatically be confirmed tomorrow at this time.
Basic order type properties
Type the name of the folder to which all orders of the given type will be FTP.
Group By Parent Store
Check if you want the export orders to be further divided into folders by parent store.
Export Group By
Here you can select the attribute by which to sort the export orders. If you want all products to be part of one order, do not set anything here. However, if you are ordering from producer, for example, and you need to divide the order products into several orders according to producer, then set the Producer option in the Group Exporty By.
Export order type
Include All Products in Order
If you check this box, all products matching the criteria listed in the Stores and Products items will be included in the order. Products that do not need to be ordered will have a suggested quantity of 0.
Check this box if you require replacing products in the order that are not in sufficient stock at the parent store with one of the products defined for the product in the Preferred Replacements attribute.
Order Planogram Products Only
Here you can set to create an order only for products that are on planograms.
Order type properties
Respect Max Planned Units
This setting determines how Quant should calculate the Maximum from the planogram. If you check this box, then Maximum will be the number of actually placed pieces in the planogram.
Respect Max Fitting Units
This setting determines how Quant should calculate the Maximum from the planogram. If you check this box, Maximum is the number of pieces that would fit in the shelf if the full depth of the shelf was filled and the number of placed pieces would not be limited by insufficient sales, due to which Quant will not fill the shelf in full depth.
Quant plans to place a maximum of 8 pieces according to sales. Place one piece in width and one piece in height. A Maximum of 12 pieces can fit in the depth. The Maximum depth on the block is set to 20 pcs. Quant places only 8 pieces in depth, because the planogram is optimized according to sales. - Maximum from the planogram when checking the box "Respect Max Planned Units" = 8 pcs. - Maximum from the planogram when checking the box "Respect Max Fitting Units" = 12 pcs.
The two settings mentioned above are taken into account when switching on the calculation of automatic orders based on forecasts.
If you do not check Respect Max Planned Units or Respect Max Fitting Units, automatic orders will ignore maximum from planograms.
Round Volume to Whole Numbers
Mark if you want to round all proposed volumes to whole numbers.
Group Order by
Here you can select the attribute according to which the orders are to be sorted. If you want all products to be part of one order, do not set anything here. However, if you are ordering from Product Range, for example, and you need to divide the order products into several orders according to Product Range, set the Product Range option in the Group Order by property.
Here you check the states of the planograms from which the Minimum and Maximum are to be taken from the planograms.
If you do not check either state, the Minimum and Maximum from planograms will be ignored for the products. This means that if you add, for example, a new product to the planogram and do not set the Minimums and Maximums of the product or category, the product will not be included in the order.
If you check all life cycle states and, for a given fixture, the planogram would be published to all three life cycle states, Quant would proceed with the evaluation of Minimum and Maximum from the planogram in the following order: Prepared -> Waiting -> Implemented.
This section sets whether you want to include only placed products in planograms in orders or, for example, products from the backstock.
If you do not check either option, the Minimus and Maximus of the planograms will be ignored for the products.
In this section you set what sales data Quant should use to create orders. Predictions are key if Quant is to calculate Minimum and Maxima based on the Min and Max Daily Reserves settings, so that it is clear what data Quant should work with when calculating Minimum and Maximum.
You can choose between 2 forecast types:
Naive - a simple forecast based on the average of historical sales over a range of sales times.
Module Based - a more sophisticated prediction based on available sales at all stores over the last 2 years. It creates daily forecasts by considering multiple factors such as day of the week, part of the month, day of the year, etc.
For a correct forecast it is necessary to set the Last Day of Sales in the Global Settings of Quant, which should correspond with the frequency of sending sales data to Quant. The default value is set to Yesterday, which is correct assuming you are sending sales information to Quant daily.
Last Day of Sales
Max Product Forecast Increase
You can set the maximum percentage increase in the daily forecast of a product compared to its highest historical sales.
Long-Term and Short-Term Sales Weight
Determine the ratio of importance between short-term and long-term sales.
Sales Time Range (Only for Naive forecast)
In the Sales time range line, you specify the time range for which the sales data should apply.
The booking type option specifies the method by which the product was sold – whether it was sold, for example, on prescription (at the pharmacies), over the counter or ordered via the e-shop and the customer only came to the store to collect it. If you distinguish booking types, you can select from the products only those that were sold over the counter. On the other hand, if you upload no data on booking types to Quant, you can ignore this setting option. In such a case, the Other option will be available instead of Booking Types.