eOrderseOrdersinventory ordering inventory ordering

software!software!

IntroductionIntroduction

Use easy functionsUse easy functions,, letting you order products letting you order products that you need automatically.that you need automatically.

Save timeSave time,, by not having to manually enter by not having to manually enter purchase orders.purchase orders.

Have less out of stocksHave less out of stocks,, without overstocking. without overstocking. Maintain a safe base level of inventoryMaintain a safe base level of inventory..

You will…You will…

Old Ordering TheoryOld Ordering Theory

How do you order products now?How do you order products now? By intelligent guessing?By intelligent guessing? By guessing?By guessing? By un-intelligent guessing?By un-intelligent guessing? By what the salesman thinks you need?By what the salesman thinks you need? More than once a week?More than once a week?

New Ordering TheoryNew Ordering Theory

eOrders eOrders will order…will order… Only items that sell and need restocking.Only items that sell and need restocking. Only items with less than X weeks supply.Only items with less than X weeks supply. Orders are generated based on sales and Orders are generated based on sales and

“real time” inventory levels.“real time” inventory levels. Based on Discounts and Rips.Based on Discounts and Rips.

Your customers will vote for Your customers will vote for what you need what you need with $aleswith $ales..

eOrders FunctionseOrders Functions OrderOrder by category, vendors, or sizes. by category, vendors, or sizes. EditEdit order quantities, and change vendors. order quantities, and change vendors. SendSend orders to vendors(real-time). orders to vendors(real-time). EditEdit sent orders by exception to received. sent orders by exception to received. PostPost orders to orders to POSPOS Purchase Orders! Purchase Orders! ReportsReports on orders sent, received, posted. on orders sent, received, posted. View 2 months prices for all vendors and find the best View 2 months prices for all vendors and find the best

price and view items going UP/DOWN next month.price and view items going UP/DOWN next month. Return on investment calculation.Return on investment calculation. Rips management in New Jersey.Rips management in New Jersey. Manage multiple stores on the same screen.Manage multiple stores on the same screen.

Using eOrders DiscussionUsing eOrders Discussion

How does How does eOrderseOrders know what to buy? know what to buy? What items can I order?What items can I order? What about end of month buying?What about end of month buying? Using the Using the eOrderseOrders instruction manual. instruction manual. How do I start How do I start eOrderseOrders??

Regular Weekly OrderingRegular Weekly Ordering

eOrders Selection ScreeneOrders Selection Screen

Select multiple Select multiple type codes by type codes by holding down holding down the shift key.the shift key.

Vendor ListVendor List

Click here to Click here to run the queryrun the query

Show only what is Show only what is going Down/Up in going Down/Up in priceprice

Suggested Orders ScreenSuggested Orders Screen

Order LinesOrder Lines

Last VendorLast Vendor

Vendor Item#Vendor Item#Weeks supplyWeeks supply

Suggested order Suggested order cases and bottlescases and bottles

Going UP in price Going UP in price by 4.15%by 4.15%

Best rip for this itemBest rip for this item

Discounts available for this Discounts available for this month and next monthmonth and next month

Inventory information:Inventory information:

Sales, average per week, stockSales, average per week, stock

Other packages, Other packages, vintages, gift packsvintages, gift packs

Lines on OrderLines on Order

Items in Items in openopen orders orders from previous eOrder from previous eOrder sessions are in sessions are in orangeorange and must be deleted and must be deleted

should you not want to reorder the item.should you not want to reorder the item.

Vendor Price ScreenVendor Price Screen

Multiple VendorsMultiple VendorsBottle = Bottle by case costBottle = Bottle by case cost

Case = Case costCase = Case cost

As_ = Assorted SizesAs_ = Assorted Sizes

Vendor ChangingVendor Changing

Clicking here to change the vendor (selling division)

Discounts & RipsDiscounts & RipsB = Blinds ; B = Blinds ;

d(D) = discount ; d(D) = discount ;

D(F) D(F) = frontline price is = frontline price is more(less) than 15c per more(less) than 15c per case between vendorscase between vendors

How to get the DiscountsHow to get the Discounts

Clicking in the <<Disp>> column brings up the discount level screen. This screen will show the whole brand family and let the user enter a discount quantity level while tracking the totals. The user can then add these items to the order when closing the window!

Return on InvestmentReturn on Investment

If you buy 12 cases this month you will pay $82.46/case and $13.74/bottle and you will If you buy 12 cases this month you will pay $82.46/case and $13.74/bottle and you will have a 3.89 months supply with a 21.90% yield of money based on a $20/bottle retail have a 3.89 months supply with a 21.90% yield of money based on a $20/bottle retail

price and 6 cases monthly sales , 11 cases in stock and 8% annual cost of money. price and 6 cases monthly sales , 11 cases in stock and 8% annual cost of money.

Other Packs or GiftsOther Packs or Gifts

Other Packs or Gifts Other Packs or Gifts have the number of have the number of available products here!available products here!

The product is available in regular bottles or gift sets with glasses!

Double Clicking opens the window belowDouble Clicking opens the window below

Adjustable Weeks SupplyAdjustable Weeks Supply

Changing the order changes the weeks supply on hand

Options / StatisticsOptions / Statistics

Inventory ScreenInventory Screen

Inventory / Sales HistoryInventory / Sales History

Match SKU to a Vendor NumberMatch SKU to a Vendor Number

Double click in the missing vendor number fieldDouble click in the missing vendor number field

The Vendor number and costs are added!The Vendor number and costs are added!

Click on the correct item, then click on Select.

Deleting Lines & Column SortingDeleting Lines & Column Sorting

Double clicking on any column header Double clicking on any column header will sort by that columnwill sort by that column

To delete a line just right click or press To delete a line just right click or press “D” on your keyboard!“D” on your keyboard!

Other screensOther screensWeekly and monthly Weekly and monthly

salessales

Order historyOrder history

Multiple stores infoMultiple stores info

Vendor Totals Vendor Totals

before splitbefore split

BlindsBlinds

Before Splitting Orders ChecklistBefore Splitting Orders Checklist

Double CheckDouble Check all your edits all your edits…… Are your deletes done?Are your deletes done? Are your Cases and Bottles right?Are your Cases and Bottles right? Is it the right month to buy quantity?Is it the right month to buy quantity? Are all items SKU matched?Are all items SKU matched? Are the items Brand Matched Correctly?Are the items Brand Matched Correctly? Are the right vendors assigned?Are the right vendors assigned?

Sending Orders to VendorsSending Orders to Vendors

Sending the OrdersSending the Orders

After clicking the Split Orders button…After clicking the Split Orders button… You can send the order for the salesman or You can send the order for the salesman or

manager review.manager review. You can select which vendors to send now.You can select which vendors to send now. You can send all the orders now.You can send all the orders now. You can review individual orders.You can review individual orders. You can print individual orders.You can print individual orders.

Print PO report before sending ordersPrint PO report before sending orders

Sending OrdersSending Orders

Click and check the orders you

want to send now.

Send your commentsto wholesaler

Make sure you enteryour account# with

each wholesaler

Click here toSend all marked

orders

Confirmation StatusConfirmation Status

Updated every 30 seconds with status information for

each order

Receiving The OrderReceiving The Order

After the vendors order is received…After the vendors order is received…1.1. You must You must MatchMatch the order to the invoice. the order to the invoice.

2.2. You must You must Mark & NoteMark & Note any discrepancies to any discrepancies to the the eOrderseOrders invoice as well as the vendors. invoice as well as the vendors.

3.3. You You EditEdit the order to match, in the order to match, in eOrderseOrders..

4.4. You You Post to POSPost to POS..

5.5. You You Post & Complete in POSPost & Complete in POS..

Received Orders StatusReceived Orders Status

See the status of Received, Posted & Open Orders

Select a Sent OrderSelect a Sent Order

Click on the received order you want to edit.

Accepting and Editing TotalsAccepting and Editing Totals

2. Click here to break the order in separate

invoices

1. Click here to copy all the totals to

received.

3.You only edit received the yellow

columns

4. Post the received order in your POS

End of Month = ChoicesEnd of Month = Choices

Next month prices are available on the 18Next month prices are available on the 18 th.th.

Hold off buying items going down! Hold off buying items going down! See up or down prices in the orders grid.See up or down prices in the orders grid. Reports and order only items going up.Reports and order only items going up. Reports and order only items going down.Reports and order only items going down. Order a longer time period to cover.Order a longer time period to cover.

Configuration – General tabConfiguration – General tabRead the POS inventory Read the POS inventory

when starting eOrders when starting eOrders

Show lines in Orange for Show lines in Orange for already orders sent or already orders sent or

orders ready to be sentorders ready to be sent

Enabled for a Demo versionEnabled for a Demo version

Post orders to your POS Post orders to your POS

Read vendors from POSRead vendors from POS

Enable sales history screen Enable sales history screen (weekly/monthly)(weekly/monthly)

Show rips values and Show rips values and quantities per linequantities per line

Select the default storeSelect the default store

Keep order on the server Keep order on the server for salesman/manager for salesman/manager reviewreview

The system is automatically The system is automatically saving reportssaving reports

Configuration – Security tabConfiguration – Security tab

Bevaccess access Bevaccess access information information

Login screen – use Login screen – use eOders or POS eOders or POS authenticationauthentication

Apply changes on Apply changes on this screen to this screen to

different storesdifferent stores

Configuration – Suggested tabConfiguration – Suggested tab

Vendor to use on Vendor to use on suggested report suggested report

Choose the vendor Choose the vendor with the best price on with the best price on the suggested reportthe suggested report

Set the default sales Set the default sales period of time for a period of time for a

suggested ordersuggested order

Display next month Display next month price indicator based price indicator based

on these optionson these options

Configuration – Pricing tabConfiguration – Pricing tab

Block the updated Block the updated of the price fileof the price file

Use/download the Use/download the vendors price historyvendors price history

Financial information for Financial information for calculating the yieldcalculating the yield

Display current/next Display current/next month prices in the month prices in the

suggested reportsuggested report

Configuration – Other tabConfiguration – Other tab

Desired action for Desired action for zero-quantity lineszero-quantity lines

For 50ML items use the For 50ML items use the store pack when postingstore pack when posting

Desired name for the Desired name for the Promo fieldPromo field

Allow the user to enter Allow the user to enter the vendor item#the vendor item#

Show discounts in the Show discounts in the desired orderdesired order

Monthly matching checkMonthly matching check

The match for this SKU doesn’t exists in the current price file

Click here to change the last or the preferred vendor

Click here to match the SKU to this vendor item#

Maintenance & UpdatesMaintenance & Updates

eOrderseOrders is constantly being improved and an is constantly being improved and an updated version is available every month.updated version is available every month.

The updating program included in the The updating program included in the installation package(ftpUpdate) will installation package(ftpUpdate) will guarantee you get the latest version and the guarantee you get the latest version and the latest pricing information.latest pricing information.

Data Data flowflow

The EndThe End

Any Questions?Any Questions?