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This article shows operators how to receive orders placed electronically= to integrated distributors within the Decision Logic platform, excluding o= rders with exceptions.
Decision Logic can integrate with distributors to allow orders to be sen= t electronically. When integration occurs during implementation, mana= gers place an order from our web or mobile application directly to the dist= ributor. This creates a smooth transaction between a store and a dist= ributor.
Receiving orders means verifying the items delivered ag= ainst what you ordered. Receiving orders in Decision Logic is a way t= o account for the product you ordered to generate the most accurate Cost an= d Variance reports.
Distributors fulfill the order and send an electronic invoice directly t= o the Decision Logic platform. At times, the invoice may not populate= in our system because:
The distributor has not yet sent it to the platform.
The purchase order number did not get assigned to an invoice.
But don=E2=80=99t worry - you=E2=80=99ll get a paper invoice (the bill) = with the delivery. Further down are steps for receiving with or witho= ut an electronic invoice.
There may be times when you need to adjust the received quantity or pric= e during the receiving process. For example, this may occur because an item= may have a substitution or a catchweight item delivered.
Catchweight are items whose weight fluctuates for each = delivery, for example, meat or cheese. Managers will order the produc= t by the case(s); however, they will receive it by the pound(s).
For example, one case may weigh 10 pounds this week and 12 pounds next w= eek. Instead of receiving the number of case(s), you enter the total = weight of the case(s) by the pound. The distributor will have the weight on= the electronic and paper invoice.
Adjustments to orders are called Exception Based Receiving (EBR)= . Reasons are required when making adjustments.
Follow this link to learn how to receive or= ders with exceptions.
Check out this video on how to receive orders or keep reading! Alt= hough this article does not include exceptions, the video will.
All order-related actions take place by navigating to:
Operations > Direct Order Entry > Ordering Home= p>
Select the Company, Region, Gr= oup, and Store.
Highlight an order within Orders To Receive.
Right-click your mouse and click Receive.
Orders will display if it has an Exception or if there are No Exceptions= .
Select the associated Invoice. This will be highl= ighted in green.
Select the Date the order was Received= (delivered to your store).
Click Next.
Verify the items, quantities, & prices are correct.
Click Post Received. The order will move to Order= History & Invoice History and update COGS, IvA, TvA, and Cost and Vari= ance reports.
Orders with unmapped bid file items will present an error message at the= top of the receiving page. Users will need to contact their Decision Logic= Administrator to have the items mapped correctly before receiving the orde= r.
All order-related actions take place by navigating to:
Operat=
ions > Direct Order Entry > Ordering Home
Select the Company, Region, Gr= oup, and Store.
Highlight an order within Orders To Receive.
Right-click your mouse and click Receive.
Select the Date the order was Received= (delivered to your store).
Click Don=E2=80=99t Use Invoice.
Input the Invoice # from the paper invoice sent with de= livery.
Check Create Invoice box.
Select the Invoice Type from the dropdown.
Click Next.
Verify the items, quantities, & prices are correct.
Click Post Received. The order will move to Order= History & Invoice History.
Receiving orders impacts:
It is essential that you carefully review the orders you are receiving a=
nd receive them when the order is delivered.
Table of Contents
For additional questions or assistance, please submit a support tic= ket by visiting the <= strong>Decision Logic Service Center.
Check out some helpful links below.
What are the features of the Ordering Home page (overview)?
How do I e= nter or post an electronic order?
How do I manually r= eceive invoices?
How do I enter (= receive) paid-outs?
How do I manually receive electronic credits (e-credits)?
How do I view, edit, or delete a posted order (Order History)?= p>
How do I sort my Order Guide from sheet to shelf & set PARs?= a>
How do I transfer to & receive products from another store (I= UT)?
How do I place an o= rder through the mobile app (Manager=E2=80=99s Toolbox)?
How do I place an order using the Digital Manager mobile app?=
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