How to Use the Suggested Sales Order Module

Suggested Sales Order Module

🎯 Objective

Optimize sales efficiency by leveraging unavailability data with recommended orders quantity to generate accurate and timely suggested sales order, thereby enhancing order fulfillment rates and customer satisfaction.

📘 Instructions

Step 1: Enable the Module

Ensure the Suggested Sales Order module is enabled in the access rights.

Next, provide access to admins and field reps’ accounts to the module from Access Rights > Groups.

1. Portal Level: Enable for admins.

2. Mobile App Level: Enable for field reps.

Step 2: Configure the Module

1. Go to the Merchandiser tab, click on the Suggested Sales Order module in the left-hand menu to reveal the sub-menu, and click Setup.

2. To manually add:

   • Click the + icon.

   • Use any relevant filters. For example, use the store filter if expected quantity differs for a store.

   • Select the SKU.

   • Fill in the expected quantity for the SKU. This quantity will determine the SKU’s replenishment.

3. To Add/Update expected quantities for SKUs in bulk:

   • Click the import Excel icon and select Add/Update.

   • In the Excel sheet, fill in the expected quantities, ensuring to add the brand name along with the expected quantity.

   • Upload the completed template to the portal. 

Step 3: Configure the Settings (Optional)

In the menu under Suggested Sales Order, below Setup, you can also access the module’s Settings:

•  Enable “Required to fill all suggested quantities” to make it mandatory to fill in all suggested sales order requests for all SKUs marked with an expected value at the field rep’s level.

• Enable “Determine the suggested quantity based on the audit results and the expected quantity defined in the setup view” to automatically calculate the SKU quantity required based on audited information in the SKU Audit module. Field reps will no longer need to manually fill in the values. Instead, they will simply need to auto-generate the report and review the quantities, and - if needed- include a different requested quantity.

Step 4: Configure the Mobile App

Step 5: Access the Report

1. Access the data bank of the module under Suggested Sales Order > Data Bank.

2. Select the relevant filters to access the data, then click apply. Scrolling all the way to the right of the grid, the expected quantity and the requested quantity provided by the field rep can be seen.

• Expected Value: The value defined in Setup as the expected shelf quantity.

• Requested Quantity: Value input by the field rep at the mobile app level.

• Suggested Quantity: The difference between expected quantity and requested quantity; what should be ordered to meet the expected value.

Alerts

🎯 Objective

 Improving the sales process by ensuring that orders are both prompt and precisely aligned with customer needs.

📘 Instructions

Step 1: Create your Alert

1. Access the alerts section through the Setup tab, click on Alerts in the left-hand menu, and click Settings.

2. Click the settings icon next to the Suggested Sales Order Summary alert group.

3. Click the + icon to add a new alert.

4. Name the alert and set up the frequency.

5. Generate the cron expression to match your preferences.

6. Click Save.

Step 2: Set Up Recipients for the Alert

1. Click the + icon to add new recipients. Include their user if they have portal access, if not, include the recipient’s email.

Step 3: Set Up the Notification to be Sent Out to Recipients

1. On the notification page, Click the + icon.

2. Add the previously added recipient, group, tool, and settings.

3. Click Save.