Order Requirements

Order Requirements

What's the Purpose of Order Requirements?

Typically, the order requirements of a retail business are based on customers’ demand, with objectives to manage its inventory of goods, reduce costs, and increase overall retail efficiency and profit. But customers’ demand is inherently uncertain, thus necessarily generating risks in retail planning. Retailers can't have too much or too little inventory for any item.

"Order Requirements" consists of rules that determine when a daily/weekly inventory replenishment order is to be issued and with what quantity or quantity percentage. It can be utilized to assist in making sure these requirements are followed and met, along with the store's ordering policy.

For example, if a store orders 10 units of a product every week from a manufacturer, then the manufacturer may expect you to place an order with at least 50%, i.e., 5 units of the same product this week too, even if customer demand is declining at the store. This is done to ensure that the manufacturer gets their money, or a part of it, every week.

1. 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
Figure A below will help you understand the navigation better.

Figure A

2. Understanding "Order Requirements" Layout

  1. Please refer to Figure B and the description of the buttons and fields below to understand the layout of "Order Requirements." 

 Figure B
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. 

3. Adding a New Order Requirement

Please follow the steps mentioned below to add a new order requirement:  
  1. Click "+ Add New," highlighted in Figure B.
  2. The Create Consistent Order Requirement screen will appear, as shown in Figure C below. Enter the appropriate information or values in the fields as described.
 Figure C

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 D.

 Figure D
  1. The Manage Filters screen will appear, as Figure E shows. 

Figure E
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. 
  1. The Manage Filters screen will look like the one shown in Figure F.

Figure F
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.
  1. The Manage Products section will display the selected products, as Figure G shows. 

 Figure G

[3] Action Buttons


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

4. Editing the Order Requirement

Please follow the steps below to edit an order requirement. 

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

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

5. Deleting the Order Requirement

You can delete the order requirement record from the Consistent Order Requirements home screen and the Edit Consistent Order Requirement screen. 

Please follow the steps below to delete the order requirement record from the Consistent Order Requirements home screen: 
  1. Click the Delete icon shown in Figure B.
  2. A warning dialog will appear with two related options, as Figure J shows.

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

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