How to Submit a Suggested Purchase Order – Peet's Coffee - DSD Operations

Overview: This article will demonstrate, how to review and submit a Suggested Purchase Order using the OTS Purchase Order functionality. Logility will send the Suggested Purchase Order da information to the Route each Sunday. All item quantities will be in Cases.

Routes that order multiple times a week, will have multiple Suggested Purchase Orders sent to the Route each Sunday. After the Submission/Posting of a Suggested Purchase Order, the Route cannot add additional items to their order or place a second order. If the Route requires product the same day, they will need to speak with their Regional Manager to have another Route perform an R2R Transfer Out to their Route for the product they need.

To assist the Regional Managers with tracking submissions of Purchase Orders. We will publish a daily report of Purchase Orders submitted to Fulfilment Warehouses for four weeks following the Go-live date.

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Table of Contents:
How to submit a Suggested Purchase Order with a Single Order day
How to submit a Suggested Purchase Order with Multiple Order days

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How to submit a Suggested Purchase Order with a Single Order day

Tap Inventory.
Tap Create Purchase Order.
Tap Supplier Select Box.
Tap Peets.
Tap Suggested Order.
All Suggested Orders will be visible for the current week.
Please Note* If a route orders multiple times a week they will see multiple orders populated for that week.
Tap on a Suggested Order to print a preview of the order.
Tap the Print button, after printing, tap the back arrow to go back to the Suggested Orders selection screen.
To proceed, tap the checkbox to the left of the Suggested Order and then tap Continue.
The Suggested Purchase Order will populate to view and make changes.

Please Note, that case quantities are displayed at the top line and eaches are displayed on the bottom line
If an item is included in a planned order that needs to be adjusted.
Tap an item quantity field to increase or decrease any suggested items and quantities.
Adjust any item quantities if required in the Case field, then tap the checkmark to accept these changes.
In this example, the original order amount was 4 cases, it will be updated to order 10 cases.
To add an item that was not originally on the Suggested Order. Within the item list, find the item and tap on the quantity box.
In the example below, to add 1000649 - PG10.0-VANILLA, the quantity box was tapped.
Enter the quantity needed in the cases field and tap the checkmark to apply these changes.
Two cases of 1000649 - PG10.0-VANILLA were added to the order.
If there are additional adjustments needed, proceed with making those adjustments.
If you're ready to continue, tap Post.
Tap Yes to post the Suggested Purchase Order.
For your records, print the Suggested Purchase Order and tap Continue.

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How to submit a Suggested Purchase Order with Multiple Order days

Routes that order multiple times a week, will have multiple Suggested Purchase Orders sent to the Route each Sunday. After submission/Posted of a Suggested Purchase Order, the Route cannot add additional items to their order or place a second order. If the Route does need items the same day, they will need to speak with their Regional Manager to have another Route perform an R2R Transfer out to them for the items they need.

Tap Inventory.
Tap Create Purchase Order.
Tap Supplier Select Box.
Tap Peets.
Tap Suggested Order.
All Suggested Orders will be visible for the current week.
Tap on a Suggested Order to print a preview of the order.
Tap the Print button, after printing, tap the back arrow to go back to the Suggested Orders selection screen.
To proceed, tap the checkbox to the left of the Suggested Order and then tap Continue.
The Suggested Purchase Order will populate to view and make changes.

Please Note, that case quantities are displayed at the top line and eaches are displayed on the bottom line
If an item is included in a planned order that needs to be adjusted.
Tap an item quantity field to increase or decrease any suggested items and quantities.
Adjust any item quantities if required in the Case field, then tap the checkmark to accept these changes.
In this example, the original order amount was 4 cases, it will be updated to order 10 cases.
To add an item that was not originally on the Suggested Order. Within the item list, find the item and tap on the quantity box.
In the example below, to add 1000649 - PG10.0-VANILLA, the quantity box was tapped.
Enter the quantity needed in the cases field and tap the checkmark to apply these changes.
Two cases of 1000649 - PG10.0-VANILLA were added to the order.
If there are additional adjustments needed, proceed with making those adjustments.
If you're ready to continue, tap Post.
Tap Yes to post the Suggested Purchase Order.
For your records, print the Suggested Purchase Order and tap Continue.

Please note:

Suppose the Route is to find an out-of-code, close-dated, or damaged product after picking up their order. They will not be able to return this to the Warehouse. The Route must create an item adjustment, with the respective adjustment code. The Route will then place these items in the specified location the Fulfillment Warehouse.