What special actions are possible in order recommendations in an inter-branch situation?

This document describes the special features when using order recommendations in an interbranch situation. Special features include statistics, centralizing a decentralized order, ordering excess inventory, etc.

Statistics

While working with order recommendations, it may be useful at some point to gain insight into the total order value per supplier, per branch, and combinations thereof. The 'Purchase value overview' button displays the screen below, which shows these amounts.

Excess Inventory

Through the filter option in the order recommendation screen, you can choose to display only those products for which one or more branches have excess inventory (more inventory than what the branch should have according to optimal inventory). By activating this filter, only those lines will be visible, providing a quick overview of the excess inventory situation. Then, it is easy to decide to convert certain order recommendation lines into internal orders. The same filter also allows you to display only those products for which one or more branches no longer have inventory. It is advisable to order such lines in any case.

In the screen below, the excess inventory is visible as it is highlighted in a different cell color.

In addition to manually converting orders to branches with excess inventory, it can also be done automatically. Through 'Modify order recommendation', the action 'Order excess inventory' can be selected.

In the screen that follows, it can be indicated what the criterion is for ordering stock from another branch, for example, only transferring to another branch if that branch can supply the desired number of items in full (100%).

Centralize/decentralize order

When creating a purchase advice, the settings are checked to determine whether the order is centralized or decentralized for the combination of branch and supplier. A total purchase advice is generated, but when finalizing the purchase advice, it can result in central and/or decentralized purchase orders. Through 'Modify purchase advice', the centralization or decentralization of purchase rules can be chosen in the screen below. In the following screen, it can be indicated whether centralization or decentralization applies to specific branch(es) and optionally for which supplier.