This article provides a high-level overview of the Ordering Home page within Decision Logic’s web application. Placing and receiving orders, arranging your order guide from sheet to shelf, and more is quickly achieved with the Decision Logic platform.
Decision Logic administrators import a distributor’s bid file, typically 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
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.
Arrange order guide from sheet to shelf.
View details from posted or transferred orders.
View the history of your orders, including orders with exceptions.
Edit or delete posted orders.
Transfer product to other stores.
Receive products from different stores.
Manually receive or create invoices.
Manually receive electronic credits (e-credits).
Ordering Home Tab
The Ordering Home tab displays orders that need receiving into the platform, a quick view of your order history where you can filter by distributor and date range, an option to filter orders that have exceptions, and preview details of highlighted orders.
Receiving orders means that you have verified 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).
The Guide Setup tab allows managers to arrange their order guide from sheet to shelf and set pars.
Sheet to shelf is when you arrange your order guide to reflect your store’s layout. Arranging your guide will help you quickly find items when needing to place an order.
You can drag and drop items from one category to another within each distributor integrated with Decision Logic. You can also edit or print your order guide from this tab.
Check out this article on how to arrange your order guide.
Enter Order Tab
Decision Logic makes it easy to send orders electronically to integrated distributors. Your order guide(s) need to 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.
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 accept 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 an order-related issue, such as returning the product to the distributor.
Check out this article on how to receive manual invoices and e-credits.
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. Decision Logic Administrators must set up stores as IUT partners to allow transfers between stores.
IUTs will deplete inventory in IvA (Ideal versus Actual) and COGS (Cost of Goods Sold) reporting from the sending store, and add to the receiving store’s purchases. This takes place once the order is received through the platform.
Check out this article on how to transfer and receive orders between stores.
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 locations will allow you to manage past orders.
Decision Logic does not recommend deleting any past orders. This will affect IvA, COGS, and TvA (Theoretical versus Actual) reports.
Check out this article for more information on what you can do with your order history.