Overview
Receipts Plan metrics in Assortment Planning are automatically generated by the system each time you run the Receipt Generation function. The system calculates the optimal time and quantity of receipts you need to bring in given your forecasted sales plan and projected inventory position. As a quick reminder, Toolio Receipt Generation automatically considers the following inputs to calculate the system-generated receipt plan:
Size Curve (required)
Lead Time (required)
Safety Stock (required)
Order Cycle (required)
Presentation Minimum or Presentation Profile (optional)
Target Sell Through (optional)
(You can also read more about Receipt Generation in Toolio Assortment Planning here)
In any case where you may want to make a change to the system-generated receipts, you can do so via the override functionality, which allows you to:
Change the Receipt Date/Week of system-generated receipts
Update the Total Units of each system-generated receipt
Fine tune the Size Level distribution of your receipt units
This allows you to easily make changes to the system-generated receipt plan. Upon saving your overrides, the system will automatically Receipt Generation function once more - Toolio will respect your overridden values while also computing future receipt recommendations according to your overrides. Please see below for how you can override receipts in both the Receipts Plan and Metric tabs of a choice.
Overriding Receipts in Receipt Plan tab
Simply navigate to the Receipt Plan tab of any choice, select the Receipt you would like to modify, right click to expose the function menu, and select 'Override Receipt'
This will open a popup window summarizing the receipt details:
Here, you can make changes to the week through the dropdown week selector:
You can also input your overrides directly at the Total level, which automatically spreads to your sizes using the same spread/ratio as your current receipt distribution. In this example, you can see the override builds the receipts to 60,000 units as opposed to the original system recommendation of 53,858. All while preserving the original size level contribution.
Finally, you are able to fine tune the size distribution by manually inputting directly to the size level units. In this case, we've effectively flattened the size spread by overriding each size to 20,000 units.
Upon making your changes, you can simply press Save in the bottom right of the window. Your overrides will be preserved and your changes will populate into both the Receipt Plan tab and the Metrics tab in Assortment Plan. Any overriden receipts will now be highlighted in dark gray on your Receipt Plan tab:
As mentioned previously, you can also trigger the Receipt Generation function again, at which point the system will recalculate your future receipts based on your override inputs. Please note that Receipt Generation will not run automatically after saving your overrides.
Finally, if you were to create or refresh a Recommended Purchase Order, you will also find that the units created on the RPO will respect your overrides.
Overriding Receipts in Metrics tab
You can make edits directly within the metrics tab to your 'Receipts Plan - Adjusted' metrics. Because receipts are stored at the choice x inventory group level in Toolio, it's important to consider the different spreading behaviors when you input overrides at different grouping granularities:
Granularity | Spreading Behavior |
Total | Making changes at the choice total level requires the system spread changes down to the inventory group. If you have multiple inventory groups, receipts are weighted against those inventory groups and any changes you make at the total level are distributed accordingly. The underlying size distribution of the specific inventory groups will also hold. |
Channel | Just like making changes at the total level, the channel can have multiple inventory groups beneath. As a result, any changes at the channel level are also spread to the inventory groups by respecting their weights and individual size contributions. |
Inventory Group | This is the most direct method of inputting overrides, you'll find that at the choice x inventory group level, the receipts match exactly what you see in the receipt plan tab. Any changes made at this level only impact the specific inventory group you are editing. Once again, size contributions do not change. |
Cluster | This is now beneath the inventory group level of which Toolio stores your receipt plan metrics. As a result, any changes will be rolled up into the respective Inventory Group, and distributed amongst all clusters according to their current weighting. In these cases, the system will show you a warning message that the redistribution will occur. |
Additionally, when making edits at the inventory group level, you will have the ability to drill into size level details, as well as change the week of an existing receipt plan - simply right click on the receipt plan - adjusted week you'd like to override, select 'Update Receipt Overrides' and you will be met with a popup menu, just as you would in the receipt plan tab:
Deleting Overridden Receipts
Let's say you want to delete your overrides later and fully return to system-generated receipts. Here are the steps you'll need to take:
Right click on any previously overridden receipts, you'll now see an option for 'Delete Overridden Receipts'
You'll be met w a popup to confirm that you want to delete this receipt. As noted above, deleting this override does not automatically restore the originally generated value from the system.
Right click on the choice and run 'Generate Receipts' under the Functions menu. The system will recalculate your Receipt Plan based on the latest and Sales and Inventory projections, as well as your Receipt Generation parameters mentioned above.