Data Management: Orders

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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.

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Accessing Orders

Navigate to Restock > Data Management > Orders (/restock/orders) to access the demand-based replenishment interface.

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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.

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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

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Orders Grid

The main grid displays all items eligible for ordering across your locations, with comprehensive metrics to support decision-making.

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Key Grid Columns

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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

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Session Management

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Creating a New Session

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Loading an Existing Session

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Switching Sessions

You can switch between multiple sessions without losing work:

1. Open Session Manager
2. Select a different session from the list
3. Your current session progress is automatically saved
4. The selected session loads with its saved state

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Editing Order Quantities

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Manual Editing

Single Cell Edit

1. Click on any Order Quantity cell
2. Type the new quantity
3. Press Enter to save
4. Grid updates immediately with new totals

Multi-Row Selection

1. Select multiple rows using checkboxes or Shift+Click
2. Use bulk actions from the ribbon to modify selected quantities

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Bulk Quantity Actions

The ribbon provides powerful bulk modification tools:

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Add/Subtract

• Add or subtract a fixed quantity from selected items
• Example: Add 10 units to all selected order quantities

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Replace

• Set all selected items to a specific quantity
• Example: Set order quantity to 50 for all selected rows

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Set to Demand

• Reset order quantities to match the calculated Demand Quantity
• Useful for returning to system recommendations

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Set to Achievable

• Set order quantities to the maximum achievable amount
• Respects inventory availability constraints

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Reset

• Clear order quantities (set to 0) for selected items
• Start fresh for specific items

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Reserve and Allocate Rules

Reserve rules allow you to allocate a percentage of available inventory to specific item/location combinations.

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Applying Reserve Percentage

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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.

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Working with Overrides

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Weeks of Supply (WOS) Override

Override the trailing sales calculation for specific items:

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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

Toggle the sidebar visibility using the panel icon in the ribbon.

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Submitting Orders

Once you’ve finalized your order quantities:

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Canceling a Session

To discard a draft session:

1. Open Session Manager
2. Select the session to cancel
3. Click Cancel Session
4. Confirm - all unsaved changes are lost

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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

Common blocking scenarios:

• Seasonal items out of season
• Items not approved for certain locations
• Temporary holds for quality issues
• Items being discontinued at specific stores

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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

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Best Practices

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Session Workflow

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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

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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

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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

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Common Use Cases

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Weekly Replenishment

Create a session each week to replenish fast-moving items based on trailing sales and current inventory levels.

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Promotional Orders

Use promotion rules to enforce minimum quantities for items on promotion, ensuring sufficient stock during promotional periods.

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Seasonal Ramp-Up

Adjust reserve percentages higher for key items as peak season approaches, ensuring priority allocation of limited inventory.

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New Store Openings

Create dedicated sessions for new locations with customized order quantities to establish initial inventory levels.

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Related Pages