How do I sort my Order Guide from sheet to shelf & set PARs?

This article will show operators how to arrange an order guide and define pars in the Decision Logic web application.

Overview

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 or within categories for any Order Guide your store is assigned.  You can also edit or print your order guide from this tab.

PAR (Periodic Automatic Replacement) is the minimum level of inventory you need on hand for a given period of time.

Video

Check out this video on how to arrange an order guide and define PARs, or keep scrolling.

Guide Setup

Distributor Item Numbers on order guides are added into Decision Logic from the bid file integration or above-store level. Therefore, the item numbers listed within the Guide Setup are available to order.

Begin by navigating to:

Operations > Direct Order Entry > Ordering Home > Guide Setup

1. Select the Company, Region, Group, and Store.

2. Select a Distributor from the dropdown.

3. Click the ‘Enable Drag & Drop’ box.

4. Select a Category.

5. Highlight an Item and drag & drop it in the order you’d like or into another category.  The platform will automatically save your progress.

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Edit an Item & Adjust Pars

Again, PARs are thresholds for each item that needs to be in your store (on hand).  This helps operators determine how much of an item (quantity) needs ordering.

For example, if your store should have 5 cases of bread at all times (PAR) and you have 3 cases of bread at the store (on hand), then you would want to order 2 cases of bread.

When you include the 3 cases you already have (on hand) plus the 2 cases you will order, the 5 cases (PAR) have been met.

Begin by navigating to:

Operations > Direct Order Entry > Ordering Home > Guide Setup

1. Select the Company, Region, Group, and Store.

2. Select a Distributor from the dropdown

3. Select a Category.

4. Click Edit Item Info.  This will display all items within the selected category.

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5. Update the PAR field(s).

6. Click Save.

    

Print Order Guide

Operators can place orders through our mobile app.  However, your store may prefer to print the order guide and manually write down your order needs, then return to the web application to post your order.  Decision Logic allows operators to print their order guide in whole or by category.

Begin by navigating to:

Operations > Direct Order Entry > Ordering Home > Guide Setup

1. Select the Company, Region, Group, and Store.

2. Select a Distributor from the dropdown.

3. Select a Category.

4. Click ‘Print Guide.’

    

5. Check the boxes next to the Categories you want to print.

6. Click Print.

Table of Contents

What are the features of the Ordering Home page (overview)?

How do I enter or post an electronic order?

How do I receive electronically placed orders?

How do I receive electronically placed orders with ‘Exceptions’ & what does that mean?

How do I manually receive orders?

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)?

How do I transfer to & receive products from another store (IUT)?

How do I place an order through the mobile app (Manager’s Toolbox)?

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