DBR Sessions

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Overview

DBR (Demand-Based Replenishment) Sessions allow you to create and manage store replenishment orders based on calculated demand. Unlike route-based sessions, DBR sessions focus on individual store locations and use demand algorithms to suggest optimal order quantities.

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Creating a DBR Session

To create a new DBR session:

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Managing Sessions

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Loading an Existing Session

To continue working on a previously saved session:

1. Click Session Manager in the toolbar
2. Browse the list of saved sessions
3. Each session card displays:
   • Session name
   • Status (Draft, In Progress, Completed, Cancelled)
   • Creation and last updated dates
   • Number of stores included
4. Click Load on the session you want to open

The session loads into the orders grid with all your previous work preserved.

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Session Status

DBR sessions have the following statuses:

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Session Actions

From the Session Manager, you can perform these actions:

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Load Session

Opens the session in the orders grid for editing or review.

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Complete Session

Marks the session as complete and locks it from further edits. Use this when orders have been finalized and submitted.

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Cancel Session

Cancels the session without submitting orders. The session is preserved for reference but cannot be edited.

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Delete Session

Permanently removes the session from the system. This action cannot be undone.

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Export Session

Exports session data to CSV or Excel format for reporting or external processing.

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Working with Order Items

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The Orders Grid

Once a session is loaded, the orders grid displays:

• Store Columns: One column per selected store showing order quantities
• Item Details: Product information including item name, description, and attributes
• Demand Metrics: Calculated demand, achievable quantities, and recommendations
• Availability: Current inventory levels and constraints

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Quantity Override Options

The orders grid provides several ways to adjust order quantities: Quick Quantity Actions (toolbar menu):

• Set to Demand: Sets all selected items to their calculated demand quantity
• Set to Achievable: Sets quantities based on available inventory
• Add Quantity: Increases quantities by a specified amount
• Subtract Quantity: Decreases quantities by a specified amount
• Replace Quantity: Sets a specific quantity value

Manual Entry:

• Click any quantity cell and enter a value directly
• Press Enter or Tab to move to the next cell
• Changes are saved automatically

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Reserve and Allocate

For items with limited inventory, you can set reserve and allocate percentages to ensure fair distribution across stores:

1. Select the items to configure
2. Click Reserve/Allocate in the toolbar
3. Set percentage rules by:
   • Category: Reserve a percentage for specific item categories
   • Product Group: Reserve for specific product groups
   • Store: Allocate specific percentages to priority stores

Reserve rules help prevent any single store from consuming all available inventory of high-demand items.

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Submitting Orders

When your session is ready to submit:

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Advanced Features

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Round to Cart

Enable Round to Cart in the toolbar to automatically round order quantities to full cart increments based on container configurations. This helps optimize loading and shipping logistics.

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Undo Changes

The orders grid maintains an undo history. Click Undo in the toolbar to revert recent quantity changes.

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Metrics Sidebar

Open the metrics sidebar (panel icon in toolbar) to view real-time session metrics:

• Total order quantity across all stores
• Total cart count
• Items with orders vs. total items
• Average order size per store

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Best Practices

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Session Naming

Use clear, descriptive session names that include:

• Frequency (Weekly, Daily, Monthly)
• Date or week identifier
• Purpose (Store Restock, Promo Orders, Special Event)

Examples:

• “Weekly Restock - Week of Feb 15”
• “Valentine’s Day Promo Orders”
• “Emergency Restock - Storm Recovery”

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Store Selection

Consider grouping stores by delivery schedule to:

• Match order timing with truck schedules
• Align with store receiving hours
• Optimize driver routes

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Quantity Management

• Start with demand-based quantities as a baseline
• Adjust for store-specific factors (promotions, events, historical variance)
• Check reserve rules for high-demand items
• Verify total cart counts fit truck capacity

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Session Organization

• Create separate sessions for different delivery dates
• Keep sessions focused on specific store groups or delivery schedules
• Complete or cancel old sessions to keep the list manageable

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Troubleshooting

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Session Won’t Load

Possible Causes:

• Session was deleted by another user
• Backend connection issue
• Browser cache problem

Solutions:

1. Refresh the page and try again
2. Check with team members if session still exists
3. Clear browser cache and reload

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Stores Not Appearing in Selector

Possible Causes:

• No station assignment for your user account
• Stores not configured in your assigned stations
• Store settings missing delivery schedule assignment

Solutions:

1. Verify station assignments with supervisor
2. Check store configuration in Data Management → Locations
3. Ensure stores have delivery schedules assigned

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Cannot Submit Orders

Possible Causes:

• No quantities entered (all zero)
• Session already submitted
• Over-allocation on some items (exceeds availability)

Solutions:

1. Verify at least some items have non-zero quantities
2. Check session status - if “Completed” it cannot be resubmitted
3. Review grid for red-highlighted cells indicating over-allocation

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