Supplier Schedules

This document describes how to create, edit, and apply restrictions to supplier delivery schedules.

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Create New Schedule

To create a new schedule, follow these steps:

1. Press the Create button.
2. Fill in the required fields on the Schedule tab:

Schedule

Field Name	Description
Title	Provide a custom title for the schedule.
Supplier	Select an existing supplier from the drop-down menu.
Execution Frequency	Select how often the schedule should run (e.g., each week, every two weeks, etc.).
Next Order	Select the next order date for the supplier. This field is mandatory for schedules that do not run weekly.

3. Press the Save button to save your changes.
4. Then proceed to Details.

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Details

1. Press the + button to add a new supplier schedule detail.
2. Fill in the required fields on the Details tab:

Field Name	Description
Order	Specify the order day using a weekday number (e.g., Monday = 1, Tuesday = 2, etc.).
Order Time	Specify the time at which the order will be submitted.
Delivery	Specify the delivery day using a weekday number (e.g., Monday = 1, Tuesday = 2, etc.).
Delivery Time	Specify the time at which the delivery is expected to arrive.
Till Next Delivery	This system-calculated field shows the number of days until the next delivery.
Reorder	Reorder Stock Days - Specifies the exact number of remaining in-stock days for an article at which the system automatically initiates a purchase order to replenish inventory. Reorder stock days will be applied to all articles under this delivery schedule for this specific delivery detail.
Target	Target Stock Days - Specifies the number of days inventory should cover based on existing sales. The system automatically generates order proposals to maintain this target and ensure an adequate stock level until the next replenishment. It is recommended setting this value higher than the number of days until the next delivery. Target stock days will be applied to all articles under this delivery schedule for this specific delivery detail.
Auto Submit Proposal	Select this checkbox if you want your order proposal to be submitted automatically for the selected supplier schedule detail at order time. Note that you must also configure automatic submission for specific stores in the Clients tab.
Enabled	Select this checkbox to enable or disable this order detail.

3. Create as many details for a schedule as needed.
4. Press the Save button to save your changes.

Note: Handling Multi-Week Scheduling

If your order day and delivery day fall in different weeks, you should set the Delivery day to a higher number. For example:

• Order on Monday and delivery on Monday of the next week:
  • Order day = 1, Delivery day = 8
• Order on Wednesday and delivery on Friday of the next week:
  • Order day = 3, Delivery day = 12

Use the reference below for day numbering. The first row shows the sequential Days for two weeks (14 days), the second row shows the corresponding Weekdays, and the third row shows how to use day numbering in the Detail tab:

Days	1	2	3	4	5	6	7	8	9	10	11	12	13	14
Weekdays	Mo	Tu	We	Th	Fr	Sa	Su	Mo	Tu	We	Th	Fr	Sa	Su
Day Number	1	2	3	4	5	6	7	8	9	10	11	12	13	14

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Clients

1. Press the Edit button (pencil icon) in the header to configure changes for all clients at once.
2. Press the Edit button in each client’s row to configure changes for that specific client only.

Field Name	Description
Assigned	Select Enabled, Disabled, or Do Not Change to assign or unassign the schedule for the client(s).
Auto Submit Proposal	Select Enabled, Disabled, or Do Not Change to determine whether orders are submitted automatically for the client(s).

3. Press the Save button to save your changes.

Once completed, your supplier schedule is fully configured and will generate or automatically submit order proposals for assigned clients, according to the specified parameters.

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Edit an Existing Supplier Schedule

To modify an existing supplier schedule, follow these steps:

1. Locate the schedule you want to change in the Supplier Schedules list.
2. Double-click the schedule to open its configuration.
3. You will see three separate tabs for editing:
   • Schedule
   • Details
   • Clients

Schedule

In the Schedule tab, you can edit the same fields described in the Create New Schedule section, such as:

• Title
• Supplier
• Execution Frequency
• Next Order

After making any changes, click Save.

Details

In the Details tab, you can edit (or add/disable) the rows you created in the Details section:

• Order
• Order Time
• Delivery
• Delivery Time
• Reorder and Target stock days
• Auto Submit Proposal
• Enabled status

Remember to click Save after updating or adding new schedule details.

Clients

In the Clients tab, you can edit the same settings described in the Clients section for your clients:

• Assigned (Enable/Disable the schedule for one or more clients)
• Auto Submit Proposal (Enable/Disable automatic order submission for specific clients)

Click Save once you’ve made your changes.

When you are finished updating the Schedule, Details, or Clients tabs, all changes take effect immediately and will influence future order proposals according to the updated parameters.

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Schedule Restrictions

In the Restrictions tab, you can add calendar-based restrictions to prevent this specific schedule from executing on certain days (e.g., holidays, planned closures, etc.). These restrictions apply only to the schedule you are editing and will not affect other schedules.

1. Click the Restrictions tab to open the calendar view.
2. Double-click on a date where you want to create a restriction.

A window appears with the following fields:

Field Name	Description
Title	Provide a name for the restriction (e.g., "Holiday").
Start Date	Select the date when the restriction starts.
End Date	Select the date when the restriction ends.

3. Fill in the fields as needed and press Save to confirm the restriction.

Example Scenario
Suppose you have a weekly schedule with Order = 1 (Monday) and Delivery = 3 (Wednesday). If the upcoming Monday, January 13 is a holiday and you want to skip placing an order on that day:

1. Open the Restrictions tab.
2. Double-click the holiday date on the calendar.
3. Enter a Title (e.g., "Holiday") and select the Start Date Januarty 13 and End Date Januarty 13 to cover the holiday (whether a single day or multiple days).
4. Click Save.

Once the restriction is in place, the system will skip executing the order on that date (or date range). You can add multiple restrictions or longer period as needed to accommodate different holidays or other non-working days.

It is highly recommended to create restrictions in advance prior to the exception period, so that the system can timely account for the holiday when calculating the required order quantity.