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.

Setting up order at store

Setting up order at category

You can read more information in Ordering Days manual.

Min/Max setting

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.

Min and max days reserve

For more information, see the Min and Max Values manual.

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.

For more information, see the Specific Requirements on Ordering Volume manual.

Setting up a MinMax Ordering Automatic Task

The last step you need to do in Quant is to set up an automatic task based on which orders will be generated. You can set:

• which products you want to be included in automatic orders,
• at what time the automatic order should be generated,
• whether all products should be grouped into one large order or whether the products need to be sorted, for example, by suppliers, because you are ordering directly from them,
• and more.

Automatic Tasks - MinMax ordering

For more information, see the MinMax Ordering Automatic Task manual.

Principle

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).

What's next?

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)

The automatic and semi-automatic order mode is described in more detail in Automatic and Semi-automatic mode manual.

• 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.

The various processes for ordering from suppliers or from the central warehouse are described in the manual Orders from Central Stock and Orders from Suppliers.

Orders on the web

For general information about ordering on the Web, see Automatic Orders on Web manual.

In addition to the web, you can view the generated orders directly in Quantu.

In the Orders section you will find two tables: 

1. The top table lists all orders sent for all stores.
2. The bottom table shows the contents of the selected order from the top table. Here you will find a list of all products in the order, including information about the quantity ordered.

Section Orders