CustomDirect Ordering Subsystem

The CustomDirect Ordering Subsystem is designed to allow customers (stores) to create their own orders in ProCLASS after viewing their order history, upcoming promotions, delivery schedules, and system-recommended order quantities.

Items may be either warehoused products, in which case ProCLASS will generate regular warehouse orders during the applicable days, or DSD items, in which case ProCLASS will generate "direct" purchase orders to the appropriate vendors, to be delivered to the customer (store). This "DSD" functionality can result in significant improvements in the DSD process, particularly in the absence of a full-function DSD system.

The main ordering worksheet presents all the items in an item group or master item group (Department), sorted by family, and for each item the customer is presented with:

If more information is required about an item, the customer may request additional history for the item and ProCLASS will present a detail screen containing any number of weekly history records, and for each week it will show:

The CustomDirect Subsystem contains programs to accept and update the ProCLASS database with POS information listed above (weekly quantity and amount sold at POS, short-shipments, and closing inventory levels for the week).

As order quantities are accepted and/or adjusted, ProCLASS will update running totals of customer cost, projected retail sales and retail margin. The customer may enter a desired total sales amount for the Department (i.e., the Department s sales budget or goal for the week), and see the Department s actual sales amount and margin based on the items and quantities ordered. This information will quickly let the customer (store department manager) know whether his/her planned purchases for the week will be sufficient to achieve the sales and margin budgets for the week.

Customers may review and adjust order quantities for any week, up until a pre-determined cutoff date for that week. The combined order quantities and adjustments for each item are tracked and reported to buyers and vendors, so that sufficient quantities of each product can be purchased and/or produced for the week. This feature will be particularly useful for commodities such as meat where advance knowledge of demand levels is very important for production planning.

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