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.
This manual describes the main principles on which automated orders in Quant are based and an overview of all the steps that must be taken in Quant for automated orders to work.
Automatic orders are an optional feature. That means they don't automatically appear in Quant and on the web interface. If you would like to use automatic orders, just contact us to turn this feature on.
What needs to be set up?
Setting order days at stores and categories
The first thing to do is to specify on which stores and for which categories automatic orders are to be created using the Automatic Replenishment item and also to specify on which days the goods are to be ordered, i.e. on which days orders are to be generated from Quant. You can then also define delivery times on the categories if the orders are not delivered the next day.
An essential part is the setting of minimum and maximum values. In Quant, it is set as:
Min and Max Days Reserve
Indicates the number of days for which the supply should last.
The advantage of this setting is that it calculates sales data and the calculated values are variable and can thus respond to changes in sales.
Min and Max Volumes
Here you set the fixed values of Minimum and Maximum.
These values are not based on sales.
Minimums and Maximums can be set for entire categories or for individual products. Quant also takes into account Minimums and Maximums obtained from planograms, thanks to which automatic orders also take into account space constraints.
Setting specific requirements for order quantities
The next step is to set specific requirements for orderable quantities, such as the possibility to order only packaging with a certain number of pieces (bottles of 6 pieces) or requirements for the minimum orderable quantity. You can also set the Super Fresh flag on the product and automatic orders will disregard the stock of the product.
As soon as the current total stock (= store stock + stock on the way) falls below the Minimum value, Quant will include this product in the order and will suggest ordering such a quantity to replenish the product to the Maximum.
The minimum of products is 10 pcs and the maximum is 40 pcs.
Situation 1: Total product stock = 11 pcs -> Quant does not include this product in the order.
Situation 2: Total product stock = 9 pcs -> The product will be ordered in quantities of 31 pcs (40-9).
Once the order is generated, there are several ways how it can go.
It can be displayed for the store on the web interface where the store has a chance to edit it, for example, within 2 hours before it is sent to the central warehouse. (so-called semi-automatic mode)
It can be displayed to the store on the web interface without the possibility of editing or it doesn't have to be displayed at all. If there is a possibility of connection to your ERP, then the order is automatically sent. (so-called automatic mode)
It can be displayed to the store on the web interface so that the products are divided by suppliers, if you order directly from suppliers. Stores can export individual orders for specific suppliers to Excel or CSV and send them directly to suppliers.