Overview

A Push Order is a way of creating a New Release/Promotional order. This order will consider benchmarks created and then allocate stock to stores appropriately. This article provides information around different aspects of Push Orders.

Information

Push Order pre-requisites
Setup a Push Order
Modifying minimums and retailer goals on a Push Order
Modifying Transactions on a push order
Creating a Push Order

Push Order pre-requisites

Before creating a Push Order there are various set ups that need to be done to ensure that the orders are processed correctly:

Benchmarks - To provide a basis for Vision to allocate stock out to stores on projected demand
Pricing - If the pricing is not set up correctly this will have to be changed manually later which is a longer process
Item - In order for the push order to work and commit the order the Item must first be set up in Vision.
Min’s / Max’s - Having these predefined at the start allows you to make fewer manual changes later in the process
Assortment - An assortment needs to be created before so that the system can replenish and understand the parameters required

When creating the order there are 4 key things to check are correct before committing:

Retailer
Total number of Items
Price of each Item
Store count of each Item

Setup a Push Order

On the sidebar go to Distributions – Push Order and then Push Order headers.

Click "Create New".
From the “Create Push Order Header” screen, select the appropriate program from the drop-down menu and enter an appropriate description for the program

Click “Add Retailer”. For any given promotion there can be more than one retailer. The Push Order Header keeps all the same promotions together under the one header.

Click the Retailer dropdown menu and select the appropriate retailer.

Click the Service Level dropdown menu and select the appropriate delivery service required.
Enter today’s date as the Target Create Date, either by clicking on the calendar icon and selecting the date from the calendar provided, or manually entering the date. This is the day that you are creating the order.
Enter date for the In-Store Date, either by clicking on the calendar icon and selecting the date from the calendar provided. The in-Store Date should be the same date as the start of the promotion.
Click the check box for “Use Store Inventory”. This ensures that when you create a push and the system allocates stock it considers the stock on hand in stores.
Leave Open to Buy Test unchecked and press Create.
Enter the Ship and Delivery Date required and press update.
This will need to be done for each retailer you wish to add to the push order.
To add items manually to the push order, select the retailer to which the items apply and click “Add Item”.

The Click “Add” next to the “Program” box. A window will open, and you select your Benchmark Program ID.

Enter the Item details underneath Supplier item, either manually or by using the browse option
Enter the Retailer Goal – this is the total number of units you want shipped for that item.
Enter the “Minimum Order Quantity” – this is the minimum number of units of this item you want shipped to each store. This will consider stock on hand and on order
By default, the push order will use all of the stores in the benchmark, to use only stores you want to define now, add a list of store numbers separated by a comma and vision will only take into account these stores.
If you are happy, click Review Items. If you are happy confirm this by pressing Add Items.
When a item has been successfully added, the system will return you to the add item screen to return to the push header screen press cancel.
To add items via upload, select the retailer you want and add them to and click ‘Upload Items’

Click “Display Format” to preview the excel format required to upload items to add to the push order and click upload once you have selected the appropriate file.

Once all items have been added to the push order, you can create the dummy push order. This order is based on current criteria which can be modified until you are happy with the results. At that point you create the order. To create the dummy push order, select the retailer and click “Create Trans”.
A notification will appear, and it will take you back to the Push Order Header screen when the order is complete.

Modifying minimums and retailer goals on a Push Order

On the sidebar go to Distributions – Push Order and then Push Order headers.
Identify the Push Order that you want to modify, click the Options dropdown menu (last column), and select “Edit Retailer/Items”.
On the following screen highlight the appropriate retailer from the Retailer/Suppliers section and the item you want to modify. Click “Calc. Methods”.

The following screen will appear, allowing you to overwrite existing values. Enter the appropriate changes and click “Create/Edit”.

You can then create a dummy order and then submit an order by doing the processes described earlier.

Modifying Transactions on a push order

On the sidebar go to Distributions – Push Order and then Push Order headers.
Identify the Push Order that you want to modify, click the Options dropdown menu (last column) and select “Edit Retailer/Items”.
Highlight the appropriate retailer from the Retailer/Suppliers section and click “Transactions”.

This gives a list of all the transactions on the push order by items and store by default listed in order of descending order quantity.

To adjust the Order Quantity identify the line item you want to change and select “Edit” from the Options dropdown menu.
Enter the new quantity in the “Quantity Ordered” Box.

Clicking update will complete the change and take you back to the previous screen where you can make more changes.
Clicking “Item Summary will give you a list by item and clicking on “Store Summary” will give you a list by store.

Creating a Push Order

On the sidebar go to Distributions – Push Order and then Push Order headers.
Identify the Push Order that you want to modify, click the Options dropdown menu and select “Edit Retailer/Items”.
Highlight the appropriate retailer from the Retailer/Suppliers section and click “Create Orders”.

Check that the Total Quantity matches what you would expect for your total order and submit. This will now generate an order in the system, which you will need to “Commit” to send it to the Supplier.

Push Orders in Vision