Summary
The Direct Ship Wizard is a screen that helps you decide which lines can be split and shipped directly ordered to a spoke in an automated fashion, rather than having you having to make adjustments by hand.
It is accessible in Step 2 of the Place Orders screen, in the Edit --> Direct Ship Wizard menu.
Steps
To get started with the Direct Ship Wizard, first you must begin building an order in the Place Orders screen by selecting a supplier and moving in to step 2. When you have a good starting point for your order, open the order wizard by selecting it from the Edit menu.
Step 1: Inputs
- Check Supplier Mins- Whether or not you want supplier minimums considered for direct ship suggestions
- Min % Of Supplier Mins To Suggest Direct- Ship- A direct ship suggestion will not be made unless there is enough quantity to meet this percentage of the supplier minimum
- Check For At Least 1 Container- A direct ship suggestion will not be made unless one full container can be filled
- Min % Of Container To Suggest Direct-Ship- A direct ship suggestion will not be made unless there is enough quantity to fill this percentage of a container
Targets
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Container - Allows you to target your order to fill containers required by your order, if you have defined containers in the Shipping Containers setup.
- See more on the container loading methods and how they work in the Container Loading topic.
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Loading Strategy- Container Loading Method
- Keep Items Together - This approach tries to keep all of a given part number in as few containers as possible. The idea here is to make unloading the containers as easy as possible, since Container A will have mostly one set of parts, Container B will have mostly a second set of parts, and so on.
- Evenly Distribute Items - This approach takes the opposite perspective, of trying to have a little bit of everything in each container if possible. This is more sensible when some of the items are a little bit dependent on each other, such as matched sets of tables and chairs for furniture. If one container had all tables and the other had all chairs, you wouldn't have sets you could ship out until all containers were unloaded.
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Target to Minimum Type- This controls the algorithm used by the wizard for the targeting:
- Multiple At A Time - this adds quantity in a round-robin fashion to each item in the order, much as though you might deal cards, adding the minimum order-multiple quantity on each go-round.
- Even Order Days Supply - This tries to equalize the order quantity days-of-supply of each item in the order, for example, ordering 30 days of supply.
- Even Total Days of Supply - This goes a step further, and tries to equalize the projected days of supply at lead time of the items in your order, for example, 30 days of supply at lead time, when the order quantities arrive.
- Even Days of Cycle Stock - This is the cleverest version, where quantities are adjusted so that when the order quantities arrive, each item has approximately the same number of days of Cycle Stock, so that hopefully all items will reach the point where they need to be re-ordered at about the same time.
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Targeting Add Method-
- Order -
- Free Freight- Target order suggestions in order to reach a quantity that allows for freight discounts
- Use Coverage to bring in extra items - This is a VERY useful option that allows the order wizard to use automatically increasing days coverage values to bring in additional items to reach your target. This way, you reach your target via adding items that you will need to order shortly, rather than ordering more of the items that you happened to need right now. One example is to be able to fill a container with things that you will need soon, in order to make sure a container is full of the most useful items.
Limits
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Quantity Limit - This select box allows you choose how you want order quantities on any given item to be limited, so as to prevent any runaway targeting.
- None - No limit (not recommended under most situations)
- Projected Excess - Stop when the order quantity on the line would lead to projected excess for that product
- Projected Days of Supply - Limit to a target projected days of supply based on the order quantity. (You can type in the desired max days)
- Order Days Of Supply- Limit suggestions at days of supply for the current order irrespective of current inventory position, forecast, etc. (Truly just order quantity / daily usage)
- Modify only Highest Usage Items - Allows you to limit the adjustments to only the items that you will sell through most quickly.
- Change Quantities I have already edited - Normally disabled, this means that StockIQ will not modify order quantities that you yourself have already changed.
- Apply Multiple Pack Sizing Rules - If you have additional order multiples beyond your base multiples that you're sending in the data feeds (e.g. Layer and Pallet information), then enabling this will allow StockIQ to try and intelligently target your order quantities to full pack sizes where necessary, e.g. if you're 1 box from a full pallet, just order a full pallet.
- Include Build To Order and Buy To Order Items - Allows you to optimally include Build-To-Order and Buy-To-Order items, which are normally excluded from quantity additions.
Step 2: Results
In step 2, you can see the results of the wizard.
In the "Results" tab, you will see the modified order lines, with the new supplier, site, quantity, or suggestion.
The "Changes" tab shows what modifications were made by taking choosing to direct ship, including if no change could be made for a given order line.
Click "Apply Changes" to apply the new order lines back into your order.
Keywords
Direct Ship, Drop Ship