Vendor Managed Inventory, or VMI, enables users to manage local retailer egg perpetual inventory and facilitate automatic reordering.  Most of the module's functionality is based on the the Scanbase module in CMC, which integrates to Prescient, a third party application that provides store sales aggregates.

Navigation - Orders > Vendor Managed Inventory

VMI Configuration Form

VMI configuration form allows users to specify which customers, locations and items can be managed for each division. In addition, they can specify the minimum perpetual inventory for each item. Then, the configuration information is used to determine when a product's inventory is below the threshold.

This form is used both as a search form and the starting point for creating new configuration records.

• To create a new configuration, users must enter Division, Customer, and Location.
• All parameters are optional for searching

Vendor Managed Inventory Configuration Search form.

This form is used both a search form and the starting point for creating new configuration records

• To create a new configuration, users must enter division, customer, and location
• All parameters are optional for searching

Header Fields

To create a new configuration, through the VMI Configuration Search form you can select a division, a customer, and a location then click New. This will open the configuration form itself.

Once in the form, users can enter start and end dates.  These are optional fields, but the pair of dates must be unique for the division/customer/location.  That is, there are can be multiple records with the same start date as well as with the end date, but a specific start and end date must be unique for division/customer/location.  This includes blank dates (null values).

Detail Fields

Once a new configuration is requested, the VMI process will attempt to find a customer order template that matches the criteria.  If a template is found, the the process will load its list of items to the configuration detail. 

This is the only way to populate this form.  If no template was found, the configuration will have no detail lines and will effectively be unusable. 

The Update From Template button enables users to refresh the configuration if the order templates have changed or a new order template has been created.

1. Line number - Sort order from referenced customer order template
   
   
2. Item - Item code for the selected item
   
   
3. Item Description - Item description for the selected item
   
   
4. Inventory Type - Inventory type for the selected item
   
   
5. Unit of Measure - The unit of measure value for the selected item
   
   
6. Singles - The number of single eggs for the specified one unit of the target quantity
   
   
7. Factor - Order quantities are calculated in multiples of the factor.  If an item requires 14 and the factor is 3, the order can deliver 12 with a overflow of two
   
   
8. Mix - Indicates whether overflows for an item can be combined with overflows for other items to compose shippable packages the size of a factor
   
   
9. Target - The threshold under which the create order process will attempt to generate an order. 
   
   
   

For the Pack to show up correctly, the two highlighted fields from System Settings need to be configured.

Navigate to Master > Administration > System Settings > Customer Order

VMI Import Form

The third party company Prescient sends a CSV file via FTP containing sales units for different products and stores.  This import process loads the file and updates the vendor managed inventory to reflect the sales.

Mapping

Below is the layout of the import CSV record. Only four fields from the CSV that are used to update the vendor inventory:

1. Supplier Store ID = Customer, Customer Location
2. Item Number = Item Code

3. Business Day = Transaction Date

4. Units = Units

 Supplier store ID must map to both the customer and the customer location.  That is, customer and its location must be the same for this process to work.

Open File Button

Select a division, click on the Open File button then select a CSV file to process.  All records will be created for this division.

Process Sales Button

Once a CSV file has been loaded, click on the Process Sales button and the following steps will be performed:

• Validate each record in the CSV file
• Update the VMI ledger for the division/customer/location for each record that passes validation
• Reduce available VMI inventory

VMI Adjustment Form

Users can alter the current inventory through this form

At any time during after VMI configurations have been created, users can manually adjust  the available vendor managed inventory quantity.

The form updates similarly to the ERP Physicals forms.  That is, the value entered in the Units will replace the Ledger Units after saving the changes.  The process creates ledger transaction records with the difference between the values.

The On-Order Units represents to total units for the item from open orders that have not been invoiced.  This number is not affected by the change to the units. The on-order units are reduced when customer orders are cancelled or through the VMI export process.

The Total is the sum of the on-order units and the ledger units

VMI Create Orders Form

Using the current VMI balance and the configuration minimum units setting, this process determines which stores need deliveries and creates orders for them with the required items

VMI Export Invoices Form

Once these orders have completed their logistics workflow and invoices have been created and registered, users can generate export files that will be sent to Prescient.   In addition, this process updates the current balance to account for the invoiced quantities.

The file will be created in the folder which has the file path being set in the Export Directory, under Customer Order tab in System Settings.

VMI Reports