Learn how to reduce a buyer’s administrative workload with our highly adaptable and flexible purchasing module. Presented by Megan Keller (Solutions Consultant, SPI) at the 2016 SPI Conference.

1. Retail Purchasing 2.0
MEGAN KELLER

2. Objectives
• Learn how to reduce a buyer’s administrative workload with our
highly adaptable and flexible purchasing module.

3. 1. SPI Buyer Overview
2. Purchase Order Process
• Identify Items
• Evaluate Order
• Execution
3. Benefits
CONTENTS PAGE

4. SPI Buyer
Allocation
Purchasing
Assortment Planning
SPI Retail Suite

5. Purchasing
What
• Efficiently
execute buy plan
jointly or
independent of
assortment plan.
Why
• Rapid creation of
all PO types
• Eliminate buyer’s
administrative
workload
• Seamless
integration
How
• Manage new &
existing items
• Access to store
& size curves
• Link to ERP

6. Screen Concepts
1. Analytics Engine
2. Pivot Grid Control
3. Single screen philosophy

7. Key Features
Quick/Efficient Work anywhere
Embedded
analytics
Pivot Grid
Functionality
Item Create
Link to ERP
Catalog Lookup
Status/Approval PO Inquiry

8. Purchase Order Process
1. Identify
Items
2. Evaluate
Order
3. Execute
Results

9. Creating Orders
• New & Repeat Order options
• Create PO templates by
organization
• Reserve PO #s

10. • Data agnostic model
• Fields required by system:
• PO #
• Department
• Vendor
• Everything else configurable
• Fly-out screen for real estate
PO Header

11. Pivot Grid Control
• 2-dimensional view
of fields
• Configure data in
screen
• Client specific fields
• Consistent across all
modules

12. Add/Edit/Remove Items
• Existing Items
• New Items
• Item Mapping
• Link to Vendor
Catalog
• Item Create
• Robust search &
filter features by
item identifiers

13. Purchase Order Process
1. Identify
Items
2. Evaluate
Order
3. Execute
Results

14. Evaluate Order
• Slice and dice the data
• Create Views
• Easily apply with one click
• Time saver!

15. Worksheet View
• Excel like interface
• Standard Excel functions:
• Copy/Paste
• Formulas
• Faster way to interact with
large orders
• Populates back to pivot grid

16. Store Curves
• Ensure proper options &
depth
• Optimize quantities by
store
• Historical curves
• Trend curves
• Planned curves

17. Size Curves
• Optimize quantities by size
• Store Modeling
• Improve sell-thru at full price

18. Purchase Order Process
1. Identify
Items
2. Evaluate
Order
3. Execute
Results

19. Complete PO
• Apply validation rules via ERP
• Manage approval process
• Send to ERP for completion

20. PO Maintenance
• Upload & download from ERP
• Modify then reload
• Parameter options to define
acceptable # of days in
maintenance

21. PO Inquiry
• Access to all PO data
• Create reports based on selection criteria
• Export to Excel

22. Benefits
• Access system anytime, anywhere,
any device
• Rapid creation of PO of all types
• Consolidate workflow
• Eliminate buyer’s administrative
workload
• Manage & create items directly to ERP

23. Pre-Packs
• Available January 2017 release
• Purchase pre-packs to meet size selling need
• Allow multiple iterations of a pack
• Choose Pack Only or Pack & Pieces

24. Contact Me
•Megan Keller
Email: megan.keller@spi.com
Phone: 484-716-5606