Franchisor Maintenance

Navigate to Maintenance > Company > Franchisor Maintenance 

Once you have all the Stores set up in Stores Maintenance with Store IDs, and Vendor Number and Accounts entered into PPC Maintenance we will have you enter each stores’ IDs into Franchisor Maintenance to have the export populate the way you need it.

To Override Default Vendor Number Per Store

1. Navigate to Maintenance > Company > Franchisor Maintenance

2. Select a Store.

3. Select Maintenance Type: PPC Vendors

4. Enter each Vendor Number in the Value box for each Vendor Listed.

   1. Vendor Number from PPC Maintenance should appear in FieldName.

5. Select Save.

   1. Copy to another store when applicable

To Override Default Account Number Per Store 

Navigate to Maintenance > Company > Franchisor Maintenance

1. Select a Store.

2. Select Maintenance Type: PPC Accounts.

3. Enter each Account’s DISACCT ID in the Value box.

   1. Accounts from PPC Maintenance should appear in FieldName.

4. Select Save.

   1. Copy to another Store when applicable.

View or Create Bid Files

Navigate to Maintenance > Product > Bid Files

Start on the Bid File tab to create a new bid file or view an existing one

View of an existing bid

1. Select a DC item # link to open the detail on an item.

Setting up a new Distributor Item

1. Define Item #: This is a required field and should be filled out with the distribution center’s unique item identifier number

2. Define Ingredient – this is the DL unique name created in Ingredient Management.

   1. the unit of measure for both the recipe mix and the inventory mix are carried over directly from the ingredient you set up, that is why it is a good idea to do that first.

   2. Description: The description should be easy enough for managers to understand when they order the product

   3. Mfg: Optional

   4. Brand: Optional

   5. Pk/Sz: indicate the package quantity and size the item is shipped in

   6. Ingredient: Here, you tie the bid file item to the inventory/recipe ingredient you have previously created

   7. Inventory Mx: the total number of units of measure that are shipped in an inventory unit

   8. Recipe Mx: the total number of recipe units it takes to equal one inventory unit of measure

   9. Shrink: This allows you to put in a shrink percentage

   10. Broken Case: Here you may indicate whether this item can be ordered in broken cases if so you can specify a case price and each price.  If this box is not checked then the default is a case price.

   11. Price: enter the manufacturers per case price for this item

   12. Catch Weight: Some items, such as meats, can be sold by average weight or “catchweight.”  The item costs more if it weighs more.  If you decide to make this item a catch weight, you must enter the average weight here and change the price field to the per pound price.  The total price field will then display the per pound price multiplied by the average weight.

   13. Margin: Optional

   14. Freight: Optional

   15. When finished with item setup select Save

   16. Add item to order guide.

Order by Case or Each

Electronic Distributors may allow an item to be ordered by Case, Each or Both. Please contact the Distributor and ask them to provide the Case and Each option in the electronic .832 file to make this option to be available in Decision Logic on different items.

Once Distributor as updated a bid file to contain the case and each option for ordering a Brk Cs column will appear as details on Bid File maintenance page. The default pack size ordered will be the case unless changes to the Brk CS column are made.

1. Select DC item # to expand the details.

2. Select from the drop down each, case, or both

   1. Selecting Each, or Case locks you into the previous functionality for ordering a CASE or an EACH

   2. Define Rec Mx and Inv Mx based on the Order by Option

Example: the Order by Each uses an Inv Mx = 1 and Rec MX = 32 oz. The price will automatically update to an Each price if the distributor has sent Decision Logic the correct information. If the price does not update according to the Order By Pack Size selected, contact helpdesk@decisionlogic.co 

Order by Both Case and Each

If you want to set up a broken case item to be able to be ordered by Each or Case, set the Order By menu to Both. Keep in mind that all of the criteria for ordering by Each or Case in the section above. After you set the Order By to Both, make sure that the Recipe Mx and Inventory Mx are representative of a case of product, then set the Case Break Mx field to be the same as the Inventory Mx.

Example of how to set this up:

Open

When ordering the item that you have selected Both for, you can pick either Case or Each when ordering that item. The order guide price will reflect which option you choose.

 Note: stores cannot choose a case and each on the same order.

Archiving Bid File Items

The ability to archive DC items on the bid file was created to allow an automated system for archiving and removing old bid file items from view. All historical information on this item will be stored in DL when this function is used. Checking this box will hide this item from your normal bid file view.  It will also remove it from any/all associated Order Guides so this item will no longer be used in any system calculations (COGS, IvA, Shelf Extensions, and other reporting that reference bid file items).  Finally, it also hides the item from Ingredient Management <view mapping.

To archive a bid file item:

Navigate to Product > Bid Files > Bid File

1. Select individual DC Item #s to make an item edit.

2. To archive an item, select the Archive box to enable a check mark.

3. Select Save.

 To view or restore an archived item

1. Enter the item # in the search field and select Go. Any category can be defined.

   1. If the item is archived, no results will be returned.

   2. Select View All.

1. Results will show all items, including archived items.  Any archived items will be highlighted in orange.

2. To restore an archived item, select the DC Item # link.

   1. Un-check the Archived checkbox.

   2. Select Save.

   3. To return to the normal view of bid file items and ignore any remaining archived items, select the View Active button (this is the same button as the View All button, but the name and function change when selected).

Order Guides

To Create a new Order Guide, navigate to Maintenance > Product > Order Guide 

Create a new Order Guide

1. Under the Order Guide tab, select New.

2. Enter a name for the Guide.

3. Select the appropriate distributor from the drop-down.  This maps this order guide to the selected distributor. 

Add Products to an Order Guide

1. Under the items tab, select add items.

2. Search for item numbers for navigating by account to see items available to add to the guide.

3. Place a check next to the item you wish to add to place it on the order guide.

4. Define the location.

Stores will be able to drag and drop items and organize them into their store-specific order locations under the Ordering Home > Guide Setup Tab.

Inventory Guides

To create a new inventory set or modify an old navigate to Maintenance > Product > Inventory Set 

Create a New Inventory Set

1. Enter the Inventory Set name in the new line.

2. Select Save.

Adding Stores to an Inventory Set

1. Add stores to the inventory set by moving to stores and checking relevant stores.

2. select Save.

Adding Products to An Inventory Set

1. Add products to the inventory set by moving to Products.

2. Add Products.

3. Select Products by checking the items.

   1. Define the location. Stores will have the ability to drag and drop the item into their store-specific order location under the Ordering Home > Guide Setup tab.

4. Select Add Products.

Create an Inventory Location

To create, rename, or delete an Inventory Location, navigate to Maintenance > Product > Manager Inventory Locations.

1. In the *New field, type the name of the location that you want to create and select Save.

2. Repeat the process in step 2 until you have created all of the desired locations.

3. Use the Up and Down arrows to set the order of the locations.

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