Quick Summary: Creating an order is the starting point of the replenishment workflow. This process defines the supplier or source, location, item scope, and timing parameters that determine which items appear on the order schedule and how quantities are calculated.
For necessary background, please preread Understanding Order Creation and Review before proceeding with this article.
Step 1: Navigate to the Orders Screen
Navigate to the Orders screen from the main navigation.
From here, choose the correct ordering context:
Order from suppliers for external purchase orders
Order for distribution centers for DC to store transfers
Order from locations for redistribution from other locations
Distribute excess to push surplus stock to where it is needed
Step 2: Narrow the Selection
Select the location for which the order will be created, define whether the order should include all items, only stocked items, or only non-stocked items, and confirm the timeframe within which orders should be displayed.
Use the Filter option to further refine the selection by applying multiple criteria simultaneously. This allows you to focus only on the suppliers or items that require attention before creating the order.
➜ For more on this topic, read: How To: Filter and Prioritize Orders
Step 3: Confirm or Adjust Look Forward Days
The Look Forward Days value controls how far into the future the app scans for order recommendations and pulls them into today.
➜ For more on this topic, read: How To: Use and Set Look Forward Days
Step 4: Select the Supplier
Select the supplier by clicking the radio button next to the supplier name.
You may sort or filter suppliers before selection to prioritize urgency, value, or risk.
➜ For more on this topic, read: Supplier Urgency Rating Explained
Once selected, click Create order.
Step 5: Open the Order Schedule
After clicking Create Order, the app generates an order schedule.
The order schedule contains:
All items with a recommended order quantity today
Policy-driven quantities based on current data
A snapshot of inputs at the time of creation
➜ For next steps, read: How To: Review, Adjust, and Finalize an Order Schedule
⚠️ Watchouts
Overusing Look Forward Days: Increasing Look Forward Days to reduce workload creates excess inventory.
Delayed execution: Order schedules do not auto-update. If not actioned promptly, recommendations may become outdated.
💡 Tips
Use supplier defaults: Set sensible default Look Forward Days at supplier level to reduce manual changes.
Archive and recreate: If an order is not placed the same day, archive it and create a fresh one to reflect current data.
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