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This article provides a high-level overview of the Ordering Home page within Decision Logic’s web application. Placing Quickly place and receiving receive orders, sorting sort your order guide from sheet to shelf, and more are quickly achieved with the Decision Logic platform.
Decision Logic administrators typically import a distributor’s bid file during the implementation process. This file determines the items available on your order guide(s).
All order-related actions take place by navigating to:
Operations > Direct Order Entry > Ordering Home
Check out this high-level overview video of the Ordering Home, or keep reading!
What actions can I perform from the Ordering Home page?
Operators can perform the following actions from the Ordering Home page:
Enter electronic orders to integrated distributors.
Receive electronic orders.
Sort order guide from sheet to shelf.
View details from posted or inter-unit transferred (IUT) orders.
View the history of your orders, including orders with exceptions.
Edit or delete posted orders.
Transfer product to other stores.
Receive transfers from different stores.
Manually receive or create orders.
Manually receive electronic credits (e-credits).
Ordering Home Tab
The Ordering Home tab displays orders that need receiving into the platform. It provides an overview of your order history. You can filter by distributor and date range, orders that have exceptions, and preview details of highlighted orders.
Receiving orders means verifying that you received all items you ordered. There may be times when you update your received order because an item may have a substitution, the price is incorrect, or there is a catch weight item on your order. Adjustments orders are called Exception Based Receiving (EBR).
Guide Setup Tab
The Guide Setup tab allows managers to sort their order guide from sheet to shelf and set PARs.
Sheet to shelf is when you sort your order guide to reflect your store’s layout. Sorting your guide will help you quickly find items when needing to place an order.
You can drag and drop items from one category to or within categories for any Order Guide your store is assigned to. You can also edit or print your order guide from this tab.
Enter Order Tab
Decision Logic makes it easy to send orders electronically to integrated distributors. Your order guide(s) should be set up and arranged before placing an order. When an integrated distributor receives your electronic order, they will send the electronic invoice to the Decision Logic platform. A paper invoice should arrive with the delivery, also.
Enter Manual Receive Tab
Decision Logic provides flexibility when receiving invoices for orders not placed through our platform or when a distributor sends an electronic credit (e-credit). You will manually receive e-credits and create invoices for orders not placed through our platform.
For example, if you went to an integrated distributor’s website instead of utilizing Decision Logic’s platform, or you called the local produce distributor and placed the order over the phone.
For example, an integrated distributor sent your location a credit due to regarding an order-related issue, such as like returning the product to the distributor.
IUT (Inter Unit Transfer) Tab
Decision Logic’s platform allows stores to transfer products between each other. We call this an Inter-Unit Transfer, or IUT. Therefore, Decision Logic Administrators must set up stores as IUT partners to allow transfers between stores.
IUTs will deplete inventory in Cost and Variance reports and COGS (Cost of Goods Sold) reporting from the sending store and add to the receiving store’s purchases. This takes place once the transfer is received through the platform.
Order History Tab
You can view the history of your orders from the main Ordering Home tab and Order History tab. The Order History tab provides more filtering options than the quick overview on Ordering Home. Both sections will allow you to manage past orders.
Decision Logic does not recommend deleting any past orders. This Deleting will affect IvA, COGS, and TvA reports.
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