• ORDERING OF DTO ITEMS
• ORDERS OPTIMIZATION
• CROSS-DOCKING (CD) FUNCTION
• CROSS-DOCKING 2 (CD2) FUNCTION

ORDERING OF DTO ITEMS

DTO items are not stocked, there should be no balance of such items in a warehouse, they should be ordered and delivered to warehouses only by special orders from customers. (more information in Items (SKU) status):

1. After entering the customer's order in the accounting program, the next day, during the data exchange, a reservation will be received.
2. Item reservation is visible in the item chart.
3. Order for a DTO item will be formed together with the regular order, according to the active schedule of the supplier.
4. The amount of DTO items in the order will be rounded to the bigger side according to packaging (USQ).

ORDERS OPTIMIZATION

Orders can be optimised by transport and by amount. For more information about orders optimization, see Tiekėjo užsakymo optimizavimas ir Naujo suoptimizuoto užsakymo siuntimas tiekėjui.

The order is optimized (increased or reduced) to fully complete the transport batch.

1. In the specified optimization conditions, orders can be sent automatically.

The conditions for automatic sending optimization are specified on the supplier card:

Unoptimized - orders will not be optimized.

Complete the transport -  the table shall be filled in those cases when a supplier completes orders only when fully filled transport or fully filled transport is more economically advantageous to carry goods. In the window that opens, specify optimize by weight (kg) or by volume (PAL). Type "Opt. Threshold", "Full" transport size, and "Max. number of transports“:

• "Opt. Threshold" means the minimum weight (in kg) or the volume from which an order formed by a supplier is filled to "Full" by weight or by volume. If the weight or volume specified in the "Opt-in Threshold" is not reached, this mode of transport is not used for the order;
• „Full“ means the maximum weight (kg) or volume up to which an order may be increased by the supplier;

 Several transport filling cases can be described. The system automatically checks and selects the transports described when it optimizes your order.

The order can not exceed neither the "Full" weight, neither the "Full" volume.

• The order is increased when the counted order quantity is less than "Full" but higher than "Opt. Threshold". All DTA items of that supplier are proportionally increased (even if not in order) excluding NON goods.
• If the order quantity is less than the described transport "Opt. Threshold", then the order is suspended. Order will be formed, but not sent (you will find this order in the new Orders window).
• If the order quantity is bigger than the auto-selected closest transport "full", transport shall be completed n times (or as much as the Max. Number of transports), until the completion of the N-full transport by the same transport.

Split orders by transport - when you put the check mark, orders are formed for each transport by the supplier separately. It means, when an order consists of more than one transport, the supplier will receive separate orders.

Optimize if the target is not reached - the table shall be filled in those cases when a supplier completes orders only or it is more economically advantageous if the order is not less than the specified amount.

It is allowed to optimize by the amount of money, weight, volume and goods quantity.

"Opt. Threshold" – the amount at which an order will be increased to the "Target" amount (up to which the order must be increased).

• If "Opt. Threshold" is not reached, the order will be formed but not sent (you will find this order in the "New Orders" window):
• If the order amount is higher than the setted "Opt. Threshold" , but lower than the "Target", the order by optimization will then be increased to "Target" by the specified optimization option settings and sent.
• If the order amount equals or exceeds the "Target" and corresponds to the specified optimization setting, then the order will not be changed and will be sent without any corrections.

       Naujų užsakymų lange paveiksliukas  reiškia, kad užsakymas turėjo būti išsiųstas automatiškai, tačiau nebuvo pasiekta "Opt. slenkstis" suma. Atsidarykite šį užsakymą ir rankiniu būdu optimizuokite bei išsiųskite tiekėjui, arba pašalinkite;

      Aprašant užsakymo optimizavimą pagal sumą, į laukelį „Opt. slenkstis“ galima įvesti reikšmę, ne mažesnę nei 60 % "Tikslo" sumos. Reikšmė  gali būti keičiama, suderinus su projekto vadovu.

   Jei uždėta varnelė „išskaidyti užsakymą pagal transportą“ ir tiekėjui yra nustatytas optimizavimas pagal tūrį, tuomet užsakymai išsiskaidys pagal nurodytas optimizavimo sąlygas.

2. Dar optimizavimas gali būti atliekamas rankiniu būdu, nurodžius norimą sumą, svorį, tūrį, prekių kiekį ar eilučių skaičių. Užsakymo lange spauskite mygtuką „Optimizuoti“, esantį dešiniąjame viršutiniame lango kampe.

    1) Atsiradusioje lentelė galite pasirinkti "Optimizuoti pagal tiekėjo nustatymus", "Optimizuoti pagal parametrus", nurodant juos rankiniu būdu (pasirenkant optimizavimo parametrą, nurodant tikslą ir optimizavimo sąlygą) arba "Sumažinti eilučių skaičių iki ...".

    2) Norint užsakymą optimizuoti, eilutės nebūtinai turi būti pažymėtos varnelėmis. Nebus optimizuojamos tos pozicijos, kurių kiekiai buvo pakeisti. 

    3) Jei užsakyme reikalingos korekcijos, jos turi būti atliekamos iki optimizavimo:

   Atidariusioje lentelėje pasirinkus "Optimizuoti pagal tiekėjo nustatymus", užsakymas bus optimizuojamas, pagal tiekėjo kortelėje nurodytus parametrus. Užsakymo kiekiai pasikeičia taip, kad optimaliai užpildytų transportą arba sudarytų sumą.

    1) Jei nebuvo pasiektas transporto užpildymo (optimizavimo) slenkstis (t.y. užsakymo dydis, kurį pasiekus užsakymas bus didinamas) - užsakymas nebus suoptimizuotas.

    2) Jei užsakymą sudaro daugiau nei 1 transportas ir kiekvienam transportui reikalingas atskiras užsakymas, tuomet:

•  tiekėjui (tiekėjo kortelėje) turi būti nustatytas „išskaidyti užsakymą pagal transportą“; 
• !!! SVARBU, jei po optimizavimo vėl atliksite korekcijas užsakyme, tuomet užsakymas neišsiskaidys pagal transportą. Ši funkcija veikia tik pirmam užsakymo optimizavimui.

   Pasirinkus „Optimizuoti pagal parametrus“:

    1) Leidžiama optimizuoti pagal pinigų, svorio, tūrio ir prekių kiekio sumą. Pasirinkite optimizavimo parametrą:

• pagal užsakymo sumą (EUR);
• pagal užsakymo svorį (kg);
• pagal užsakymo tūrį (pal.);
• pagal užsakymo prekių kiekį (vnt.).

    2) Nurodykite optimizavimo tikslą.

    3) Pasirinkite optimizavimo sąlygą:

• optimizuoti nemažiau tikslo;
• optimizuoti nedaugiau tikslo;

    4) Spauskite .

   Pasirinkus "Sumažinti eilučių skaičių iki ..." reikia nurodyti Optimizavimo tikslą (kiek eilučių turi likti užsakyme). Optimizuojant pagal eilučių skaičių, bus nunulintos eilutės su didžiausiu LKB rodikliu.

Atlikus optimizavimą ir kitus pakeitimus  spauskite  arba .

SVARBU: optimizuoti kiekiai neužsirašys, jei uždarysite užsakymą neišsaugoję pakeitimų arba jo neišsiųsite.

Optimizavimas neįvyks jei:
1.Optimizuojant pagal transportą, bent vienai prekei svoris/tūris = 0.
2. Optimizuojant pagal sumą, bent vienos prekės pirkimo kaina = 0.

CROSS-DOCKING (CD) FUNCTION

Cross-Docking function is used when an item is not stocked in the central warehouse, that is, the supplier delivers one order to the central warehouse, and the central warehouse immediately distributes the items to the stores.

Cross-Docking Process:

1. Status CD is set up for items in the central warehouse.

• In warehouses/stores the statuses of items are set up as usually (DTA, DTO, NM).
• Items MOQ and USQ both in warehouses/stores and in the central warehouse must be the same.
• If item status in warehouse/store is DTA, the quantity to order will come up to required buffer, by rounding quantity according to MOQ and USQ.
• If item status in warehouse/store is DTO, a reserved quantity of the item will enter the order, rounding it according to the USQ.

 2. From warehouses/stores must be formed separate orders for items having CD status in the central warehouse. This requires that you have to assign a split mark to the items at warehouses and to create a supply schedule from a central warehouse to a warehouse/store for this split mark.

IMPORTANT: warehouses/stores orders must be formed at the same frequency as the central warehouse orders for the supplier, one day before.

3. Orders from regional warehouses (shops) to the central warehouse are formed according to the set schedule. On the next day, according to the set schedule for order formation as well, the order is formed from the central warehouse to the supplier. The supplier's delivery time to the central warehouse cannot be set as 0 (must be > 0). If the supplier delivers the items on the same day when the order was shipped, the delivery time is 1.

Ordered quantity by stores appears in the "RESERVATIONS" field in the central warehouse.

1. The supplier receives the total order (this order is the total quantity of all warehouses orders). The supplier delivers the goods to the central warehouse, and the central warehouse supplies the goods to warehouses/stores.
2. The supply time to the stores is always longer than the supply time to the central warehouse.
3. Supply time to stores must be: 1 day (receipt of order from stores to the center) + Х days (delivery time within which supplier delivers the order to a central warehouse) + Y days (the delivery time within which the goods reach stores from a central warehouse).

CROSS-DOCKING 2 (CD2) FUNCTION

New CD2 functionality-additional/one more CD (former CD is unchanged).

• New product status CD2 is created. This status is assigned to the items in the central warehouse. In warehouses/stores, the statuses of items are set as usually (DTA, DTO, NM).

Orders for CD2 items are formed to supplier from a central warehouse (CW):

• According to the schedule;
• When forming an order, the total demand of all regional warehouses (RW), which supplier is CW, is counted and rounded according to the MOQ and USQ of the RW (the positive amount from the column „Order“).
• The demand of regions is added to the demand of a CW and the sum is rounded according to the MOQ and the USQ to the bigger side.

Orders for supply from CW to RW are formed according to the schedule and to the setup of free balance evaluation in Admin. In SM admin you can choose:

• The total amount of RW required quantity to come to the orders;
• To evaluate balance of CW warehouse (< MOQ or = MOQ). In this case, it is possible to set to estimate incoming quantity (IQ) of specified days.

Distribution of CD2 (Cross-docking) balance from CS to RW:

The purpose of this new function is to distribute the entire balance of the central warehouse proportionately so that it is no longer in the centre. Having setting CD2, distribution of the free balance in the RW when forming an order is going in such a way:

1. The total (aggregated) demand for that day of the stores is counted.
2. The total demand obtained is compared to the balance of the CS.