How do I place an order using the Digital Manager mobile app?

Owned by Jenn Ferreris
Last updated: Jun 05, 2024
6 min read

This article shows operators how to enter an order using Decision Logic’s Digital Manager mobile application.

Overview

Users can enter and send orders to electronically integrated distributors through the Digital Manager mobile application. Internet connection must be stable on the mobile device to enter and send orders.  Users cannot post orders if the internet is not connected or is unstable.

Orders can start on Decision Logic’s web browser or Digital Manager mobile app and continue on either the web or mobile app. 

Additionally, users can enter an order on the mobile app for non-integrated distributors, which will sync to the web browser.  However, users must still contact the non-integrated distributor to place the order.

PAR (Periodic Automatic Replacement) is the minimum level of inventory you need on hand for a given period of time. The Digital Manager mobile app will display the PARs for items that have them defined on the Order Guide.

Pending may appear when an item has a quantity entered for a Posted Order, and the store has not yet Received the posted order before placing another order.

 

An On Hand field will appear if PARs are configured for an item within the Order Guide and Decision Logic has turned on this feature for the client. Decision Logic will populate a suggested Order Quantity when the user enters a value for the On Hand field.

Decision Logic will calculate the suggested Order Quantity by considering the PAR and Pending item amount. Users can override the suggested Order Quantity.

For example, if the PAR is 6, this is 1 quantity Pending, and the user enters 3 for On Hand → Decision Logic would suggest 2 as the Order Quantity.

1 Pending + 3 On Hand = 4 towards the PAR threshold.

6 PAR threshold - 4 items = 2 more needed to reach the PAR threshold.

Brands must submit a request to Decision Logic’s Service Center to enable the On Hand option for the suggested Order Quantity to populate.

 

Users who do not have the On Hand configured to populate Order Quantity will manually enter the quantity they need to order for that item.

 

Features

  • View distributors (both electronic and manual) and choose delivery dates based on their schedules.

  • Start orders by distributor.

  • View item metadata, by location, in order within location, and easily navigate between locations.

  • View details on an in-progress order and display order measure type (i.e. case, each, lbs, etc.).

  • Look up items by name across any location.

  • Save updates locally until you upload or choose to start a new order.

  • View PARs, Notes, and Pending quantity for individual items.

  • Sync order to the server prior to submitting.

  • Display summary page prior to submitting order for additional confirmation.

 

Enter New Order

Be sure you have a stable internet connection. Multi-store managers must be in the single-store view to enter orders.

  1. Log in to the Digital Manager mobile app.

  2. Tap Ordering.

    1. Above-store managers must sign on or navigate to a single-store view.

      Ordering Tab.png

  3. Tap New Order.

    1. In Progress:  The order is not posted. Either complete the unposted order or start a new order.

    2. If users start a new order while another order is In Progress, a message will appear.  Confirm if you want to create a new order.  Doing so will lose the progress and entries for the In Progress order.

  4. Tap a Distributor.

    1. Users can search for distributors in the search bar.

  5. Tap Next.

  6. Tap a Delivery Date.

  7. Tap Create Order.

  8. Tap an Item.

  9. Enter the order quantity for the packsize displayed.

    1. The PAR and Notes will display if it is configured on the Order Guide for the distributor selected.

    2. Pending will display for an individual item if that item has a quantity entered on a Posted Order through Decision Logic and is not yet Received in Decision Logic.

       

    3. Tap Pending to view the Order Number(s), Item Quantity, and Delivery Date for that item. Tap Return to Order to continue ordering.

       

    4. On Hand will display if the feature is enabled and PARs are configured for the item. Users will enter what they have in the On Hand field and Decision Logic will provide a suggestion of Order Quantity. Decision Logic will calculate the suggested Order Quantity by considering the PAR and Pending item amount. Users can override the suggested Order Quantity.

    5. Broken Cases can be ordered by the case or each. Users will select either Case or Each and enter the quantity.

       

  10. Tap Next, Previous, or Close to save your entry for that item.

  11. Enter the remaining quantities for items needing order.

    1. Switch Locations by tapping the location.

  12. Tap Review.

  13. Tap Post.

    1. The review page displays the Item Count and the Estimated Total Cost for the order.

      1. The Item Count is the number of items ordered. For example, if you order 10 cases of “item A” and 3 bags of “item B” the Item Count is 13.

 

Users will see Order Submitted for successfully submitted orders.

Electronically integrated distributors will receive the order, and the order entry will be sent to Decision Logic’s web platform.

Non-integrated distributors will not receive the order. Users will need to contact the distributor to place the order. However, the entered order will be sent to Decision Logic’s web platform.

Table of Contents

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.



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