Purpose: Use this screen to define retail store information for retail store promotions and retail store restock.
You can use retail store promotions to define a sale for specific items in selected stores. See Working with Store Promotions (WSPR).
You can use retail store restock to create retail store restock orders for selected stores, generate pick slips for the restock orders, and update inventory in the stores. See Working with Retail Store Restock (WRSR).
This value defines whether the system advances you to the Create Store, Change Store, and Display Store screens when you are working with a warehouse that represents a retail store in Work with Warehouses.
Select this field if you wish the system to advance you to the Create Store, Change Store, and Display Store screens when you are working with a warehouse that represents a retail store in Work with Warehouses.
You can set up a warehouse to represent a retail store by selecting the Retail outlet field for the warehouse.
If you select this field, the system also displays additional fields, Protect minimum/maximum, Original retail price, Current Retail price, and Protect Price, on the Create Item Warehouse, Change Item Warehouse, and Display Item Warehouse screens so that you can define additional retail store information.
Leave this field unselected if you do not want the system to advance you to the Create Store, Change Store, and Display Store screens when you are working with a warehouse that represents a retail store in Work with Warehouses.
The system does not advance you to the Store screens regardless of the value defined in the Retail outlet field. Also, the Protect minimum/maximum, Original retail price, Current retail price, and Protect price fields do not display on the Item Warehouse screens.
Store Promotion Pricing Lead Days (G16)
This value defines the number of days the system uses to calculate a pricing start date for a store promotion.
You can use the promotion pricing start date to determine when the prices of items in the promotion should be changed to the promotion price.
To determine the promotion pricing start date, the system subtracts the number defined in the Store Promotion Pricing Lead Days system control value from the promotion start date, using this calculation:
promotion start date - promotion pricing lead days = promotion pricing start date
Example: |
promotion start date = 6/13 promotion pricing lead days = 2 6/13 - 2 = 6/11 (6/11 is the pricing start date; this is the date the store changes the item's price so that the items are sold at the promotion price). |
The system automatically calculates the store promotion pricing start date when you create a store promotion and define a store promotion start date. See Working with Store Promotions (WSPR).
Store Promotion Pricing End Days (G17)
This value defines the number of days the system uses to calculate a pricing end date for a store promotion.
You can use the promotion pricing end date to determine when you should stop pricing items using the price defined in the store promotion and go back to pricing the items with their regular store price.
To determine the promotion pricing end date, the system subtracts the number defined in the Store Promotion Pricing End Days system control value from the promotion end date, using this calculation:
promotion end date - promotion pricing end days = promotion pricing end date
Example: |
promotion end date = 6/19 promotion pricing end days = 4 6/19 - 4 = 6/15 (6/15 is the pricing end date; this is the date you stop pricing items for the store promotion and start pricing the items with the regular store price) |
The system automatically calculates the store promotion pricing end date when you create a store promotion and define a store promotion end date. See Working with Store Promotions (WSPR).
Store Promotion Minimum/Maximum Lead Days (G18)
This value defines the number of days the system uses to calculate a minimum/maximum override start date for a store promotion.
You can use the promotion minimum/maximum override start date to determine when the amount of stock in the store should be changed for the store promotion.
When the current date falls between the minimum/maximum override start date and the minimum/maximum override end date, the system looks at the minimum quantity and the maximum quantity defined for the rank associated with the store, to determine how much inventory the store needs to restock the store for the promotion.
To determine the store promotion minimum/maximum override start date, the system subtracts the number defined in the Store Promotion Minimum/Maximum Lead Days system control value from the promotion start date, using this calculation:
promotion start date - promotion minimum/maximum lead days = promotion minimum/maximum start date
Example: |
promotion start date = 6/13 promotion minimum/maximum lead days = 5 6/13 - 5 = 6/8 (6/8 is the minimum/maximum start date; this is the date the store changes the minimum quantity and maximum quantity in the store for the specified items so that the items are available for the promotion). |
The system automatically calculates the store promotion minimum/maximum start date when you create a store promotion and define a store promotion start date. See Working with Store Promotions (WSPR).
Store Promotion Minimum/Maximum End Days (G19)
This value defines the number of days the system uses to calculate a minimum/maximum override end date for a store promotion.
You can use the promotion minimum/maximum override end date to determine when you should stop updating an item's minimum quantity and maximum quantity so that the item can be reduced to its normal amount of inventory.
When the current date falls between the minimum/maximum override start date and the minimum/maximum override end date, the system looks at the minimum quantity and the maximum quantity defined for the rank associated with the store, to determine how much inventory the store needs to restock the store for the promotion.
To determine the store promotion minimum/maximum override end date, the system subtracts the number defined in the Store Promotion Minimum/Maximum End Days system control value from the promotion end date, using this calculation:
promotion end date - promotion minimum/maximum end days = promotion minimum/maximum end date
Example: |
promotion end date = 6/19 promotion minimum/maximum end days = 2 6/19 - 2 = 6/17 (6/17 is the minimum/maximum end date; this is the date the store changes the minimum quantity and maximum quantity in the store for the specified items back to the items regular inventory amount so that the store is not overstocked). |
The system automatically calculates the store promotion minimum/maximum end date when you create a store promotion and define a store promotion end date. See Working with Store Promotions (WSPR).
Exclude Restock Orders from Posting Shipped Units (G20)
This value is not currently implemented.
Default Cancel Reason Code for Store Restock Orders (G21)
This value defines the cancel reason code the system defaults to a restock order detail line that is automatically canceled during Billing.
A restock order line is automatically canceled during Billing if a full or partial quantity of the item is on backorder and the Automatic cancel backorder field for the sold to customer is selected. When the automatic cancel backorder field for the sold to customer is selected, the system automatically updates the Cancel backorder field on the restock order to selected. The Cancel backorder field indicates that you wish to automatically cancel any order quantity that is on backorder.
The system also defaults this cancel reason code to store add on request items that are excluded from store restock orders (the Exclude store restock field for the item is selected). The system adds the store add on request item to the restock order, but then automatically cancels the line, using the default cancel reason code.
Leave this field blank if you do not want to default a cancel reason code to restock order lines that contain a full or partial backorder quantity.
The system leaves any order detail line that has a backorder quantity in an open status until the backorder quantity can be fulfilled.
Location Class for Loose Pick Store Restock (G22)
This value defines the location class the system uses to determine the items that can be included in a loose pick store restock.
Enter a location class in this field if you wish to define items that are eligible for loose pick store restock. You can define a loose pick store restock for a store by entering L (loose pick) in the Store restock type field for the store.
If the Restock type field for a store is set to L, the system only restocks items that:
• are set up with the location class that is defined in the Location Class for Loose Pick Store Restock system control value.
• contain an on hand quantity that is equal or less than zero.
• that are set up with a maximum quantity that is not equal to zero.
If the location class defined for the item is different than the location class defined in the Location Class for Loose Pick Store Restock system control value, the system never selects this item for restock.
If an item has not been defined with a location class, the system restocks the item using F (full restock type) criteria. See Working with Retail Store Restock (WRSR).
Leave this field blank if you do not want to restock stores using the loose pick store restock criteria.
If you do not use loose pick store restock, you must define full restock or out of stock only as the type of restock to use to restock the store. See Working with Retail Store Restock (WRSR).
Default Order Type for Store Restock Orders (G23)
This value defines the order type the system defaults to store restock orders.
When you perform a store restock, the system creates a restock order for each store in need of restock. If an order type code has been defined in the Default Order Type for Store Restock Orders system control value, the system defaults this order type to the Order type field on the Order Header screen for the restock order.
Leave this field blank if you do not want the system to default an order type to store restock orders.
If an order type code has not been defined in the Default Order Type for Store Restock Orders system control value, the system does not default an order type to the Order type field on the Order Header screen for the restock order. Any restock order that does not contain an order type, is placed in an error status and must be corrected in batch order entry.
Default Item Status for Exclusion on Store Restock Orders (G24)
This value defines the item status the system uses to determine if an item is excluded from store restock orders.
Enter an item status in this field if you wish the system to exclude any items assigned this item status from store restock orders.
Leave this field blank if you do not want the system to exclude any items from store restock orders.
You can also exclude an item/SKU from a store restock order by selecting the Exclude store restock field for the item/SKU. See Performing Initial Item Entry (MITM).
Maximum Number of Lines to Include on Store Restock Order (I51)
This value defines the number of order detail lines the system includes on a store restock order before creating a new order. When you perform a store restock, the system creates a separate order detail line for each item eligible for restock.
Example: The Maximum Number of Lines to Include on Store Restock Orders is 5 and the following items are eligible for restock.
Restock Item |
Results |
ABC |
The system creates order 123 and includes item ABC on order line 1. |
ABD |
The system adds item ABD to order 123 on order line 2. |
ABE |
The system adds item ABE to order 123 on order line 3. |
ABF |
The system adds item ABF to order 123 on order line 4. |
ABG |
The system adds item ABG to order 123 on order line 5. |
ABH |
The system creates order 124 and includes item ABH on order line 1. |
ABI |
The system adds item ABI to order 124 on order line 2. |
You may wish to lower the number of order lines on a store restock order if you use the Generic Invoice Download API to download invoice information to another system, such as a retail store, for store replenishment. This way, you can keep the Invoice Download XML Message (CWInvoiceOut) generated from becoming too big.
Leave this field blank if you wish the system to include 999 order lines on a restock order before creating a new order.
Fulfill Restock Orders from Bulk Only (J85)
This value defines which locations in the main picking warehouse are used to fulfill the store restock request.
Select this field if you want the system to fulfill store restock requests from eligible bulk locations in earliest placement date/item location creation sequence. See Fulfilling Restock Orders from Bulk Locations Only.
Unselect this field if you want the system to fulfill store restock requests using regular pick slip generation allocation logic. See Fulfilling Restock Orders Using Pick Slip Allocation Logic.
Excluded locations: The system does not include locations in the store restock fulfillment if:
• The quantity in the location is already allocated to an outstanding replenishment.
• The location is on any type of freeze. The system considers a location frozen if:
• the Freeze field for the location is selected.
• the Reservation freeze field for the item warehouse is selected.
• the Reservation freeze field for the item location is selected.
• the Physical freeze field for the item location is selected.
Fulfilling Restock Orders from Bulk Locations Only
If the Fulfill Restock Orders from Bulk Only (J85) system control value is selected, the system fulfills the store restock order from eligible bulk locations in earliest placement date/item location creation sequence.
Note: The bulk locations used to fulfill the store restock order can be flagged as pickable or non-pickable. Pickable bulk locations are not given a higher consideration over non-pickable bulk locations.
If the bulk locations cannot fulfill the store restock quantity: If the quantity that is available to pick from the eligible bulk locations does not cover the store restock quantity, the system does not include the item on the store restock request. The system displays the item on the Item Stock Allocation Error Report:
Loc |
Error |
Pick |
Order |
Item |
Ordered |
Avl |
C1 |
No Bulk Loc Avl |
999 |
9999 |
AB10 |
50 |
10 |
The setting of the Withhold Picks due to Item Allocation Error (F04) system control value controls whether the system generates a pick slip for the other items on the store restock order or whether the entire store restock order is excluded from pick slip generation until all of the items on the order can be fulfilled.
If the item does not have a bulk location defined: If the item on the store restock order is not associated with a bulk location, the system prints the item on the Item Stock Allocation Error Report:
Loc |
Error |
Pick |
Order |
Item |
Ordered |
Avl |
NOBULK |
No Bulk Loc Avl |
999 |
9999 |
AB10 |
50 |
0 |
To correct the error, you can:
• cancel the order line on the store restock order and perform a manual inventory adjustment to move the stock out of a primary location for the store. In this situation, the item will not display on the purchase order created in CWStore and the stock for the item will need to be manually adjusted into CWStore.
• perform a manual inventory adjustment to move the stock into a bulk location. When you run pick slip generation for the store restock order, the system will fulfill the item on the store restock order from the bulk location. In this situation, the item displays on the purchase order created in CWStore.
Store Restock Example: fulfill from bulk locations only: In this example, the Fulfill Restock Orders from Bulk Only (J85) system control value is selected, indicating the system fulfills store restock orders from bulk locations only.
The following item locations exist for item AB10 in the main picking warehouse.
Loc |
Type |
Pickable |
O/H |
Printed |
Pending |
Date |
Qty Avl to Pick |
A1 |
Primary |
Y |
500 |
0 |
0 |
9/1/07 |
0 (not bulk loc) |
C1 |
Bulk |
N |
50 |
0 |
0 |
8/1/07 |
50 |
C2 |
Bulk |
N |
750 |
0 |
0 |
9/1/07 |
750 |
C3 |
Bulk |
N |
50 |
0 |
0 |
7/5/07 |
50 |
Total quantity available to pick: |
850 |
||||||
A customer places a store restock order for item AB10 for a quantity of 150.
When you generate a pick slip for the store restock order, the system generates a pick slip for the store restock order, taking:
• 50 units from bulk location C3
• 50 units from bulk location C1
• 50 units from bulk location C2
Fulfilling Restock Orders Using Pick Slip Allocation Logic
If the Fulfill Restock Orders from Bulk Only (J85) system control value is unselected, the system fulfills the store restock order using regular pick slip generation allocation logic:
• Allocate the entire quantity from the item’s primary location.
• If multiple primary locations exist, the system attempts to allocate the entire quantity from a single primary location.
• If the quantity on the pick cannot be allocated in full from a single primary location, and the Check Location Quantities During Pick Generation (C54) system control value is selected, the system tries to allocate the entire quantity from a single pickable secondary location or bulk location (in that order).
• If the quantity on the pick cannot be allocated in full from a single pickable location, the system allocates the quantity across pickable primary, secondary, and bulk locations (in that order) in location sequence.
System control values related to allocating stock:
• Check Location Quantities During Pick Generation (C54): Determines whether the system considers available inventory in allocating stock, or allocates from the primary location only. See Replenish Primary Locations Overview.
• Let Down Replenishment (C36): Defines whether the system performs Let Down Replenishment when you generate pick slips, and whether the replenishments will be immediately processed based on the system-recommended inventory transfers, or will be recommended but not processed. See Let Down Replenishment for an overview.
• Include Bulk Locations in Primary Primary Availability (F87): If selected, the system includes bulk locations quantity in available pick quantity for the primary location. After you have generated pick slips, you must run the Replenish Primary Locations program to transfer inventory from the bulk location to the primary primary location
• Include Secondary Locations in Primary Primary Availability (F88): If selected, the system includes the quantity in secondary locations in the available pick quantity for the primary primary location. After you have generated pick slips, you must run the Replenish Primary Locations program to transfer inventory in the bulk location to the primary primary location.
If the locations cannot fulfill the store restock quantity: If the quantity that is available to pick from the eligible locations does not cover the store restock quantity, the system does not include the item on the store restock request. The system displays the item on the Stock Allocation Error report:
Loc |
Error |
Pick |
Order |
Item |
Ordered |
Avl |
C1 |
Loc unpickable |
999 |
9999 |
AB10 |
220 |
20 |
C2 |
Loc unpickable |
999 |
9999 |
AB10 |
220 |
20 |
C2 |
No stock in Pck |
999 |
9999 |
AB10 |
220 |
20 |
The setting of the Withhold Picks due to Item Allocation Error (F04) system control value controls whether the system generates a pick slip for the other items on the store restock order or whether the entire store restock order is excluded from pick slip generation until all of the items on the order can be fulfilled.
Store Restock Example: fulfill using pick allocation logic: In this example:
• The Fulfill Restock Orders from Bulk Only (J85) system control value is unselected, indicating the system fulfills store restock orders using regular pick slip allocation logic.
• The Check Location Quantities During Pick Generation (C54) system control value is selected, indicating the system attempts to allocate stock from the first pickable location (primary, secondary, or bulk) with enough inventory to fulfill the order.
• The Let Down Replenishment (C36) system control value is set to NONE, indicating the system does not perform Let Down Replenishment.
The following item locations exist for item AB10 in the main picking warehouse.
Loc |
Type |
Pickable |
O/H |
Printed |
Pending |
Date |
Qty Avl to Pick |
A1 |
Primary |
Y |
10 |
0 |
0 |
1/7/08 |
10 |
A2 |
Primary |
Y |
30 |
10 |
0 |
1/7/08 |
20 |
B1 |
Secondary |
Y |
30 |
0 |
0 |
1/7/08 |
30 |
B2 |
Secondary |
Y |
10 |
0 |
0 |
1/7/08 |
10 |
C1 |
Bulk |
N |
10 |
0 |
0 |
1/7/08 |
0 (not pickable) |
C2 |
Bulk |
N |
10 |
0 |
0 |
1/7/08 |
0 (not pickable) |
Total quantity available to pick: |
60 |
||||||
A customer places a store restock order for item AB10 for a quantity of 28.
When you generate a pick slip for the store restock order, the system takes 28 units from location B1 to fulfill the store restock order.
For more information: See Understanding Store Restock for more information on processing a store restock request.
