Overview
Retailers will often have multiple warehouses that they use to support their stores. This is typically to take advantage of geographical proximity to locations or tax advantages in some cases. Each selling location will have a primary source warehouse but could source from multiple warehouses depending on whether the primary is out of stock or not.
When issuing a purchase order, retailers will typically want to determine the quantity needed in each warehouse to support the needs of the stores that they primarily provide to. However, when we determine the purchase order needs, we expect that inventory can be shared within an inventory group, this creates a single PO initially which then needs to be split proportionally to each warehouse.
Workflow
Creating Warehouse Split Profiles
This article explains how to create a new Warehouse Split Profile from within the Settings > Assortment Plan. A split profile lets you assign percentage values to available warehouses, ensuring that the totals re-scale to 100% if the values do not add up.
Steps to Create a WH Split Profile
Navigate to the WH Split Profile Section
Go to Settings and select WH Split Profile under the Assortment Plan.
Initiate the Creation Process
Click the ADD button.
A pop-up window will open displaying:
A list of available warehouses.
A simple two-column grid with fields for entering split percentages.
Enter the Split Values
Input your desired percentages in the respective fields.
Note: The grid automatically re-scales to 100% if the entered values do not sum up correctly.
Save the Split Profile
Click the EDIT button.
The system will save the profile and add it to the WH Split Profile List on the landing screen.
Profile Availability
The newly created Split Profile will be immediately available for selection on the RPO screen.
Editing and Deleting a Warehouse Split Profile
Overview
This article details the steps to modify or remove existing Warehouse Split Profiles using right-click options, similar to other intelligence features available in the system.
Steps to Edit or Delete a WH Split Profile
Access the WH Split Profile List
Navigate to the landing screen of the WH Split Profile page.
Select the Profile for Modification
Locate the profile you want to edit or delete.
Right-click on the desired WH Split Profile.
Edit a Split Profile
From the context menu, select Edit.
Make the necessary changes to the split percentages.
Save your changes by following the on-screen instructions.
The updated profile will now reflect in the WH Split Profile List and on the RPO screen.
Delete a Split Profile
From the right-click menu, select Delete.
Confirm the deletion when prompted.
The profile will be removed from the list and will no longer be available on the RPO screen.
Applying a Split Profile for RPO Line Items
Overview
This guide explains how to apply a Split Profile to a Recommended Purchase Order (RPO) line item during the new intermediary Step 2. Using a Split Profile allows you to distribute Receipt Units (System, Constraint, and User), Cost, and Ticket metrics across multiple warehouses based on predefined split ratios. This process enhances your control over PO distribution and helps maintain accurate receipt records across all designated warehouses.
Proceed to RPO Step 2
After generating your recommended PO, navigate to RPO Step 2.
This step introduces an editable multi-select attribute for applying a Split Profile.
Select a Split Profile
Locate the multi-select attribute on the RPO screen that is dedicated to Split Profile attribute.
Choose from the list which includes the user-defined Split Profiles.
Tip: If your desired Split Profile isn’t visible, click the Refresh List button to update the options.
System Processing in Step 3
Once you have selected a Split Profile, click SAVE and you'll be proceeded to Step 3.
The system will automatically apply the split ratios:
All Receipt Units (System, Constraint, and User) and metrics for Cost and Ticket are split according to the selected warehouse ratios.
Grid Update and RPO Line Item Replication
The grid displays to reflect the split:
For each warehouse specified in the Split Profile, a new RPO line item is created. For example, if you have 3 warehouses, the same variant will appear as 3 separate line items.
The only changes applied to these replicated line items are:
Destination Location
PO Number
Receipt Metrics (the split quantities)
All other date metrics and attributes remain unchanged.
