Order Requirements Overview

This approach helps manufacturers maintain a predictable revenue stream while also encouraging the retailer to manage stock effectively, potentially reducing unit costs through consistent ordering and maintaining strong supplier relationships, which ultimately supports long-term profitability.

This article provides an overview of:

1. Overview of order requirements
   
2. How to add/edit/delete order requirements.
   

Reaching "Order Requirements"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Inventory
   
4. Step 4: Choose Reorder 
   
5. Step 5: Choose Order Requirements

Understanding "Order Requirements" Layout

                                                                                       Figure 0.1

1: Add New: This button lets you add a new order requirement. 

2.1: Edit Order Requirement: This button lets you edit the order requirement. 

2.2: Delete Order Requirement: This button lets you delete the order requirement. 

1. Click "Add New," highlighted in Figure 0.1.
   
2. The Create Consistent Order Requirement screen will appear, as shown in Figure 1.0 below. Enter the appropriate information or values in the fields as described.
   

                                                                                   Figure 1.0

The Create Consistent Order Requirement screen includes four sections: 

1: General Information

2: Manage Products

3: Action Buttons 

[1] General Information

Name: Enter a relevant name for the order requirement. 

Definition Type: Select the definition type from Quantity Based and Percentage Based. Choose the option that aligns with the established ordering rules for the specific vendor at your store location.

Minimum Qty to Order / Min % to Order: Enter the applicable minimum order quantity or minimum percentage quantity, if any. 

[2] Manage Products

In this section you can select the products for the order requirement. Please follow the steps below to choose the products.  

1. Click the "Manage" button highlighted in Figure 1.1.

                                                                   Figure 1.1

2. The Manage Filters screen will appear, as Figure 1.2 shows. 

                                                             Figure 1.2

1. Use this Search box to search for a specific product. 

2. Use this drop-down to view the products based on four parameters: All Items, Child Only, Parent Only, and Standalone Only. 

3. Selection Checkboxes: You need to select the required products by ticking the checkbox. 

4. Click the green Arrow button to move the selected products to the Selected List. 

3. The Manage Filters screen will look like the one shown in Figure 1.3.

                                                                        Figure 1.3

1. If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon.

2. Click the "Apply" button to apply your selection.

4. The Manage Products section will display the total number of selected products, as Figure 1.4 shows: 

                                                    Figure 1.4

[3] Action Buttons:

                Figure 1.5

1. Cancel: This button lets you cancel the order requirement, or the changes made to the order requirement.
2. Save & Close: If you click the "Save & Close" button, the system will save the order requirement and navigate you to the Order Requirements screen.  
3. Save: This button lets you save the changes you have made at any point.

2. Editing the Order Requirement

1. Click the Edit icon highlighted in Figure 0.1.
   
2. The Edit Consistent Order Requirement screen will appear, as Figure 2.0 shows. Edit the information as per the requirements and click "Save & Close." The system will save the changes and show the Success message. 

                                                                                      Figure 2.0

1. Additional Button
   
1. Delete: Use this button to delete the order requirement. 
   

1. Click the Delete icon shown in Figure 0.1.
   
2. A warning dialog will appear with two related options, as Figure 3.0 shows.
   

                                                   Figure 3.0

1. Click “Yes, Delete” to delete the order requirement record.
2. Click “Cancel” to close the pop-up and skip the deletion process.
   

1. To delete the order requirement, record from the Edit Order Requirement screen:

1. Click the Edit icon highlighted in Figure 0.1.
   
2. The Edit Consistent Order Requirement screen will appear, as Figure 2.0 shows.
   
3. Click the "Delete" button. The warning dialog will appear, as Figure 3.0 shows.  
   
4. Click “Yes, Delete" to delete the order requirement record.
   
5. Click “Cancel” to close the pop-up and skip the deletion process.
   

4. FTx Academy Training Course 

Check out this FTx Academy video to learn more about how to use the “Reorder” module in Control Center.

To gain a more comprehensive understanding, sign up for the FTx Academy training program — enroll in the courses and explore the topic lesson by lesson and reinforce your learning with quick quizzes at the end of each module.