Automated Ordering is another premium service designed for those suppliers wrestling with the burden of placing their own orders and managing stocking levels at their retailers stores. This section will provide you with details and options available to you regarding this service.
Note: Automated Ordering can be used together with the Warehouse Inventory feature to limit your ordering to what is currently available in your warehouses. This helps prevent ordering more than you actually have available to ship.
Template Driven Ordering
One of the main features (besides automation) is the ability to create and maintain "templates" - otherwise known as rule-sets for different groups of stores, different item groups, even different times of year so that you can quickly pick the best set of rules to have the computer generate the most accurate order given the circumstances. The above screenshot shows a sample listing of a user's template list. You can set a number of parameters upon creation and then update them after the fact. You can copy templates in order to make changes to the new one while retaining the original. You can share templates to allow other users to make copies of them to use for their ordering. The whole goal is to make order generation automated, but directed by a human. And of course you can always make changes to the template results once it's run!
Making Changes To Template Results
Above is a screenshot of a sample output of a template. When you run a template, it opens a new browser tab to allow you to utilize the full screen. Across the top are summary data that will change as you work or change the order results shown in the table below. The table is incredibly interactive and warrants a page unto itself to learn all the things you can do with it. For now, its enough to know that you can customize the reported data it returns with over 50 metrics and you can move the columns around, sort and filter the data as well as use any of the "Power Buttons" on the top to apply bulk changes to the results before ultimately finalizing the order for extraction to your warehouse inventory and shipment fulfillment system.