Quick Summary: Reviewing an order schedule confirms whether recommended quantities align with current reality and determines whether adjustments are required before the order is finalized and executed.
For necessary background, please preread Understanding Order Creation and Review before proceeding with this article.
Where This Step Fits in the Workflow
Once an order schedule is created, your role shifts from setup to validation.
At this stage, the app has already calculated recommended quantities based on classification, policy, forecast, and data. Your task is to:
Confirm that the recommendations make operational sense
Adjust only where there is a clear reason
Finalize the order so it can be executed confidently
This step bridges planning and execution.
Step 1: Start With the Order Schedule Overview
When the order schedule opens, do not immediately adjust line quantities.
First, orient yourself:
Review the supplier, location, and Look Forward Days used
Scan total order value, units, volume, or weight
Confirm that the order broadly matches expectations for this supplier and cycle
If the order looks fundamentally wrong at a high level, stop and reassess the inputs rather than editing line by line.
➜ For more on this topic, read: The Recommended Order Quantity (ROQ) Calculation Explained
Step 2: Prioritize Which Lines to Review
Time and operational constraints often require planners to sequence their review, addressing the highest-risk lines first.
Click on column headers in the order schedule to sort and prioritize:
Highest value lines, by sorting on order value
Largest quantities, by sorting on recommended units
Items with unsatisfied sales orders, by sorting on demand indicators
Critical classifications, by sorting on classification or status
This allows you to focus review effort where the impact is greatest.
➜ For more on this topic, read: How To: Filter and Prioritize Orders
Step 3: Validate the Recommendation Before Adjusting
Before changing a quantity, understand why it exists.
Validate the recommendation by:
Clicking the plus icon on an order line to expand additional context
Clicking the information icon next to the recommended quantity to preview future projected order timing
Opening the Item Inquiry screen, preferably in a new tab, and reviewing the Projection tab. To avoid losing your place in the order schedule, hold down Control on your keyboard and click the item code to open the Item Inquiry screen in a new browser tab.
If the recommendation aligns with policy, forecast, and timing, it usually does not need adjustment.
➜ For more on this topic, read: The Recommended Order Quantity (ROQ) Calculation Explained and Projection Tab Explained
Step 4: Adjust Quantities Only With Clear Justification
Adjustments should be intentional, not habitual. Possible reasons to adjust the ROQ at order review time are limited to execution decisions, such as:
Consolidating small future quantities into a single order, provided the items are not expensive and the additional stock is acceptable.
Adding top up order lines to provide coverage until your next planned order review for this supplier.
All input-related issues must be corrected at the source, not overridden on the order schedule. This includes:
Supplier constraints that are not correctly maintained in supplier or item data
Forecasts that are clearly inaccurate or outdated
Promotions or special events not reflected in the forecast
Incorrect lead time values
Safety stock values that are overstated
Replenishment cycle or target fill rate settings that do not reflect actual operating strategy
If the same item requires adjustment repeatedly, this indicates an upstream data, forecast, or policy issue that should be resolved permanently rather than managed manually at order time.
➜ For more on this topic, read: The Recommended Order Quantity (ROQ) Calculation Explained
Step 5: Add Top Ups Where Appropriate
Not all useful order lines appear automatically.
Review top-up candidates to identify items that:
Will trigger a reorder before your next review
Can be added without creating excess
Allows a container to be filled or a discount to be reached
Top-ups should complement the order, not replace the intended replenishment rhythm.
➜ For more on this topic, read: How To: Use Top-Up Orders
Step 6: Use the Solver for Targeted Adjustments
If the order needs to reach a specific value, volume, or weight, use the Solver.
The Solver helps you:
Reach a defined target
Select items automatically
Control prioritization by sorting before solving
➜ For more on this topic, read: How To: Use The Solver Functionality
Step 7: Review the Summary Before Finalizing
Before finalizing the order, review the basic Summary view or expand the Summary table.
This allows you to compare:
App recommended quantities
Your amended quantities
Differences in value, volume, and weight
This final check ensures your adjustments are deliberate and understood.
Step 8: Download and Finalize the Order
Once satisfied, download the order by clicking Download in the bottom right corner of the order schedule.
Depending on configuration, this may:
Export a file for ERP upload
Send the order directly to the ERP
Do both
After download, the order moves from planning to execution.
➜ For visibility after download, read: How To: Check If Orders Have Been Downloaded
Step 9: Archive the Order
Once the order has been reviewed, adjusted where justified, and either downloaded or deliberately not actioned, archive it by clicking Archive on the order schedule.
Archiving an order:
Removes it from the active Saved Orders list
Prevents accidental reuse of outdated recommendations
Keeps the Orders workspace clean and focused on current decisions
⚠️ Watchouts
Over-adjusting by habit: Repeated manual changes usually indicate incorrect inputs rather than poor recommendations.
Ignoring timing risk: Quantities may look correct while delivery timing creates stockout exposure.
💡 Tips
Trust validated recommendations: Once forecasts and policies are correct, minimal adjustment should be required.
Fix root causes upstream: Correct forecasts, policies, or data instead of repeatedly editing orders.
Use Projection for confidence: The Projection tab is the fastest way to explain and defend ordering decisions.
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