The new order screen offers a dedicated reordering system to streamline the process. It also provides sales velocity (7 days, 14 days, and 30 days) and daily sales (7 days, 14 days, and 30 days) to help highlight product trends.
The video below highlights the significant benefits of the new orders reorder screen over the classic reordering screen.
For now, both reordering screens—the classic one labeled 'Reordering (Classic)' and the new one labeled 'Reordering' - will remain in the application.
At some point in the feature, we will remove the classic reordering screen as we continue to improve the new rendering screen.
Among the benefits includes:
1) Ability to reorder from two or more locations
This allows you to create purchase orders based on demand from multiple locations. In the example below, you can make a reorder based on demand from your (1) 'Fulfilled By Merchant' orders that are being fulfilled at the "Texas Warehouse" and (2) FBA orders being fulfilled by Amazon.
When selecting two, Finale will automatically sum the demand required of the points of both locations to calculate the combined reorder point.
To illustrate this, we will highlight the brown t-shirt.
If you wanted to reorder only based on the sales being fulfilled at the Texas Warehouse, Finale would suggest reordering 568 units.
If you wanted to reorder only based on the FBA sales being fulfilled at Amazon, Finale would suggest reordering 1609 units.
Together, Finale would suggest 2177 units if you wanted to reorder based on the demands from both locations.
It is an uncommon scenario, but you have a different "Reordering in Qty of" qty set for the two locations; Finale would automatically leverage the higher qty for combined sales order point calculation.
For example, if the Texas warehouse had a "Reordering in Qty of" set to 50 for the brown t-shirt and the Amazon location had a "Reordering in Qty of" set to 20, Finale would use the "Reordering in Qty of" of 50 for the calculation.
2) Ability to order any products from a specific supplier, not only the ones recommended by Finale.
In this example, Finale suggests reordering four products from supplier Daffy Duck. However, you can easily order additional products from Daffy Duck if you change the quantity filter to "All Suppliers."
Among the scenarios that would be practical include:
1) Order other products to meet a minimum dollar threshold from the supplier
2) Order other products to fill a fixed volume, such as shipping container
3) Order other products near the rendering thresholds and make financials or logistic sense to order them now.
New: In-Line Editing on the Reordering Screen
The Quantity to order column is now editable directly on the Reordering screen!
There has been an additional column added to this screen called Recommended quantity. This allows you to still maintain visibility on the system-calculated order quantity while giving you the flexibility to edit the order quantity as you see fit.
The product quantities on the Quantity to order column will pull forward onto your purchase.
- When you select a product to be part of your Purchase Order, you'll see that the Quantity to order column is auto-populated with the Recommended quantity figure.
- You can overwrite the Quantity to order by simply clicking into this field and typing your desired quantity in - be sure to click off the field to lock in your change.
- When you click on the Create purchase button to go forward with creating your Purchase Order, you'll see your revised quantity pull forward. The quantities in the Quantity to order column will always be the ones that are used when you create a Purchase Order from this screen.
Check out this video for a walkthrough on using the In-Line Editing Tool.
Click here to learn more about the In-Line Editing Tool.
Click here to learn about the Replenishment feature in Finale Inventory.
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