Overview
The Orders page (also known as DBR - Demand-Based Replenishment) enables you to create optimized replenishment orders based on demand forecasts, inventory levels, and business rules. This intelligent ordering system helps maintain optimal stock levels across your locations while considering constraints like available inventory, delivery schedules, and weeks of supply targets.Accessing Orders
Navigate to Restock > Data Management > Orders (/restock/orders) to access the demand-based replenishment interface.
Understanding DBR Sessions
The Orders page works with sessions - temporary workspaces where you can analyze demand, adjust quantities, and finalize orders before submitting them to your system.Session Features
- Multiple Sessions: Create and switch between different order scenarios
- Draft Mode: Work on orders without committing changes
- Undo History: Revert changes as you refine your orders
- Reserve Rules: Apply percentage-based allocation rules
- Session Persistence: Save progress and return later
Orders Grid
The main grid displays all items eligible for ordering across your locations, with comprehensive metrics to support decision-making.Key Grid Columns
| Column | Description |
|---|---|
| Item Name | Product identifier and description |
| Store Name | Destination location for the order |
| Item Number | SKU or item code |
| Demand Quantity | Calculated replenishment need based on forecasts |
| Achievable Quantity | Maximum quantity that can be ordered (considering availability) |
| Order Quantity | Editable field - the quantity you’re ordering (highlighted) |
| Days Since Last Sale | Recency of last sale activity |
| Days Since Last Delivery | Time since last replenishment |
| Units Replenished | Recent replenishment quantity |
| Weeks of Supply (WOS) | Current inventory coverage in weeks |
| Units On Hand | Current inventory level |
| In Transit | Inventory already en route |
| Available | Total available inventory for allocation |
| Available Value | Dollar value of available inventory |
| Allocated Value | Dollar value of allocated inventory |
| Units On Hand Value | Dollar value of current stock |
| Trailing Sales | Recent sales velocity |
| Carts | Number of carts/containers needed |
| Unit Value | Dollar value per unit |
Special Indicators
- Blocking Rule IDs: Shows if item/location combination has blocking rules preventing orders
- Promotion Rule IDs: Displays active promotional rules affecting this item
Session Management
Creating a New Session
Create Session
Click Create New Session, provide a name, and select parameters like start date and order type.
Loading an Existing Session
Switching Sessions
You can switch between multiple sessions without losing work:- Open Session Manager
- Select a different session from the list
- Your current session progress is automatically saved
- The selected session loads with its saved state
Editing Order Quantities
Manual Editing
Single Cell Edit- Click on any Order Quantity cell
- Type the new quantity
- Press Enter to save
- Grid updates immediately with new totals
- Select multiple rows using checkboxes or Shift+Click
- Use bulk actions from the ribbon to modify selected quantities
Bulk Quantity Actions
The ribbon provides powerful bulk modification tools:Add/Subtract
- Add or subtract a fixed quantity from selected items
- Example: Add 10 units to all selected order quantities
Replace
- Set all selected items to a specific quantity
- Example: Set order quantity to 50 for all selected rows
Set to Demand
- Reset order quantities to match the calculated Demand Quantity
- Useful for returning to system recommendations
Set to Achievable
- Set order quantities to the maximum achievable amount
- Respects inventory availability constraints
Reset
- Clear order quantities (set to 0) for selected items
- Start fresh for specific items
All bulk actions can be undone using the Undo button in the ribbon.
Reserve and Allocate Rules
Reserve rules allow you to allocate a percentage of available inventory to specific item/location combinations.Applying Reserve Percentage
Set Percentage
Enter the percentage of available inventory to reserve (e.g., 80% for high-priority items).
Round to Full Cart
Enable the Round to Full Cart toggle to automatically round order quantities up to complete cart/container units, reducing partial shipments.Allocation Engine
The Allocation Engine distributes available inventory across your stores for a specific item. It calculates how much each store should receive based on demand, priority, and constraints you configure.Opening the Allocation Engine
- In the orders grid, select one or more rows for the same item
- Click Allocate in the ribbon
The Allocate button is only active when all selected rows belong to the same item. If you select rows from multiple items, the button is disabled.
Configuration Options
| Setting | Description |
|---|---|
| Template | Load a previously saved allocation configuration |
| Available Inventory | Total units available to allocate (read-only) |
| Reserve % | Percentage of inventory to hold back before distributing |
| Distribute by Priority | When on, use the Priority By setting to rank stores |
| Priority By | Ranking method: Manual, Store Class (Rank), Weekly Velocity, Weeks of Supply (Inverse), Demand Quantity, or Units On Hand (Inverse) |
| Equalize Weeks of Supply | Distribute inventory to bring all stores to the same weeks-of-supply level |
| Mode | Allocate All distributes all available inventory; Allocate Up To distributes until each store reaches a target weeks-of-supply |
| Target WOS | Target weeks of supply (visible only in Allocate Up To mode) |
Feasibility Indicators
After the engine runs, a status chip shows whether the allocation is achievable:| Status | Meaning |
|---|---|
| Fully Satisfied | All stores received their target quantity |
| Partially Satisfied | Some stores received less than their target |
| Infeasible | Inventory is insufficient to meet any store’s minimum |
Manual Overrides
The store grid lets you set a specific quantity for any store by entering it directly in the override column. Manual overrides take precedence over the engine’s calculation for that store.Template Management
Save your allocation settings as a template to reuse them:- Click Save Template, enter a name, and confirm
- Load a saved template from the Template dropdown
- Delete a template by loading it and clicking Delete Template
Working with Overrides
Weeks of Supply (WOS) Override
Override the trailing sales calculation for specific items:Metrics Sidebar
The sidebar displays aggregate metrics for your current session:- Total Order Value: Dollar value of all orders
- Items Ordered: Number of unique items with quantities > 0
- Locations: Number of locations receiving orders
- Available Inventory: Total available for allocation
- Utilization %: Percentage of available inventory being used
Submitting Orders
Once you’ve finalized your order quantities:Review Summary
Review the submission summary showing:
- Total orders
- Order value
- Affected locations
- Submission date
Canceling a Session
To discard a draft session:- Open Session Manager
- Select the session to cancel
- Click Cancel Session
- Confirm - all unsaved changes are lost
Understanding Blocking Rules
Blocking rules prevent orders for specific item/location combinations. When a row shows Blocking Rule IDs:- Order quantity is prevented: You cannot order this item to this location
- Rule details: Click the rule ID to see why the item is blocked
- Temporary blocks: Rules may have start/end dates
- Seasonal items out of season
- Items not approved for certain locations
- Temporary holds for quality issues
- Items being discontinued at specific stores
Understanding Promotion Rules
Promotion rules set minimum order quantities for promotional items. When a row shows Promotion Rule IDs:- Quantity floor: Minimum order quantity is enforced
- Promotional period: Rules have start/end dates
- Automatic validation: System prevents orders below the minimum
Best Practices
Session Workflow
Recommended Workflow
- Create a new session for each ordering cycle (weekly, bi-weekly, etc.)
- Review demand calculations - understand why quantities are recommended
- Apply reserve rules for high-priority items or locations
- Use bulk actions to efficiently adjust quantities
- Review blocking and promotion rules before finalizing
- Check metrics sidebar to validate total order value and utilization
- Submit orders only after thorough review
Quantity Management
- Start with demand: Let the system calculate initial quantities based on demand forecasts
- Adjust for exceptions: Use overrides for items with unusual patterns
- Consider constraints: Respect available inventory and delivery schedules
- Round strategically: Enable round to full cart for easier logistics
- Save progress: Switch sessions or save drafts to preserve your work
Collaboration
- Separate sessions per buyer: Different team members can work on different sessions
- Naming conventions: Use clear session names (e.g., “Week-Feb-6-Produce”, “Monthly-Replen-Store-Group-A”)
- Review together: Load shared sessions for collaborative review before submission
Performance Optimization
- Filter locations: Use grid filters to focus on specific regions or store groups
- Select strategically: Use multi-select for bulk operations rather than editing one by one
- Monitor utilization: Keep an eye on inventory utilization percentage to avoid over-ordering
Common Use Cases
Weekly Replenishment
Create a session each week to replenish fast-moving items based on trailing sales and current inventory levels.Promotional Orders
Use promotion rules to enforce minimum quantities for items on promotion, ensuring sufficient stock during promotional periods.Seasonal Ramp-Up
Adjust reserve percentages higher for key items as peak season approaches, ensuring priority allocation of limited inventory.New Store Openings
Create dedicated sessions for new locations with customized order quantities to establish initial inventory levels.Related Pages
Load Lists
Generate load lists from submitted orders
Data Management: Rules
Configure blocking and promotion rules
Session Workflows
Advanced session management techniques
Data Management: Locations
Manage location-specific settings