New Features in SPI Buyer Direct

New Features in SPI Buyer DirectRAY GOODMAN

Buyer Direct Rebranding

Merchandise Assortment Planning (MAPS) Module

Forecasting Module

Master Scheduling, SPO and Multi-Echelon Modules

Dynamic Reporting System (DRS) Module

Interface Module

NEW FEATURES 15.0.0

Release Notes

BUYER DIRECTRebranding and Infrastructure

Infrastructure• Application is upgraded to use .Net Framework 4.5

• Allows for support of Windows 8.1 and Windows 10• Availability

• .Net Framework is distributed with Windows 8.1 and higher• Windows 7 machines may need to have the .Net Framework 4.5

installed by an administrator user

RebrandingDirect Tech All Channel Suite is now:

SPI Buyer Direct

Rebranding – Dashboard

Rebranding – Dashboard

Rebranding – Venture*21

BUYER DIRECTMerchandise Assortment Planning (MAPS) module

MAPS• Frequency Percentage• Budget Items – Target Order $ and Items/Order

MAPS – Frequency Percentage• Frequency Percentage is the percentage of customers that will see

this product offering• If a mailing has dynamic products, you can adjust for how often a

customer sees a product• For example:

• Products A is always shown on a page• Products B and C are only shown to 60% and 40% of customers respectively• Product A has 100% Frequency Percentage• Product B has 60% Frequency Percentage• Product C has 40% Frequency Percentage

MAPS – Frequency Percentage• Average Item Index (xAii) values

are adjusted for Frequency Percentage

• Default value of Frequency Percentage is 100% for a Product

𝑟𝑟𝑟𝑟𝑟𝑟𝑟𝑟 =( 𝑅𝑅𝐿𝐿 − 𝑅𝑅𝑋𝑋𝐿𝐿∑𝐹𝐹𝐹𝐹𝐿𝐿 − ∑𝐹𝐹𝐹𝐹𝑋𝑋𝐿𝐿

)

( 𝑅𝑅𝐵𝐵 − 𝑅𝑅𝑋𝑋𝐵𝐵∑𝐹𝐹𝐹𝐹𝐵𝐵 − ∑𝐹𝐹𝐹𝐹𝑋𝑋𝐵𝐵

)

𝑢𝑢𝑟𝑟𝑟𝑟𝑟𝑟 =( 𝑈𝑈𝐿𝐿 − 𝑈𝑈𝑋𝑋𝐿𝐿∑𝐹𝐹𝐹𝐹𝐿𝐿 − ∑𝐹𝐹𝐹𝐹𝑋𝑋𝐿𝐿

)

( 𝑈𝑈𝐵𝐵 − 𝑈𝑈𝑋𝑋𝐵𝐵∑𝐹𝐹𝐹𝐹𝐵𝐵 − ∑𝐹𝐹𝐹𝐹𝑋𝑋𝐵𝐵

)

R=Revenue, U=Units, FP=Frequency Percentage

MAPS – Frequency Percentage

MAPS – Frequency Percentage

MAPS – New Budget Items

BUYER DIRECTForecasting module

Forecasting• Size Templates

• User Conference 2015 enhancement• Like Product Filtering in Product Level Forecasting

• User Conference 2015 enhancement

Forecasting – Size Templates

Forecasting – Size Templates

Forecasting – Size Templates

Forecasting – Size Templates

Forecasting – Size Templates

PLF – Like Product Filtering

BUYER DIRECTMaster Scheduling, Suggested Purchase Order (SPO), and Multi-Echelon modules

Master Scheduling• Master Scheduling – Launch from Dashboard

• 2015 User Conference enhancement• Suggested Purchase Order (SPO) Expedite Weeks

• Includes 2013 and 2015 User Conference enhancements• Show individual Requisitions and Purchase Orders in Materials Planning• Take into account near future POs in suggestions

• Multi-Echelon – Weeks of Supply for Transfers

MS – Launch from Dashboard

MS – Launch from Dashboard

MS – Launch from Dashboard

MS – Launch from Dashboard

SPO Expedite Purchase Orders• Added the ability to identify purchase orders that can be

expedited• Adjusts suggested orders to account for receipts within a

specified number of weeks of the lead time• Gives better control over future orders

SPO – Expedite Hotlist

SPO – Expedite Hotlist Options

SPO – Vendor Order Review

SPO – Vendor Order Review

SPO – Materials Planning

SPO – Materials Planning

Multi-Echelon – Weeks of Supply• Added a Transfer SPO Method of Weeks of Supply (WOS)• Weeks of Supply is controlled by 2 parameters

• How many weeks of supply to maintain (Weeks of Supply)• Number of weeks to cover in the future (Number of Weeks)

• Maintained on the Transfer Order Review (TOR) screen• Can be managed on the Warehouse Defaults screen

Multi-Echelon – Weeks of Supply

Multi-Echelon – Weeks of Supply

Multi-Echelon – Weeks of Supply

Multi-Echelon – Weeks of Supply

Multi-Echelon – Weeks of Supply

Multi-Echelon – Weeks of Supply

BUYER DIRECTReports Module

Reports• User Interface Improvements in DRS

• User request at 2015 User Conference• Upgrade Crystal Report for Windows 8.1/10 compatibility

• New Crystal Reports distributable will need to be installed on every user’s desktop

DRS User Interface Changes• Updated the Open Report screen

• User friendly display shows:• Report Name• Columns saved in the report• Report owner• Base View• Description

• No longer using the Report Title field• Can mark the report as a favorite• Can make reports you create private

DRS User Interface Changes

DRS User Interface Changes• Added tabs for:

• My Favorite Reports• My Reports• Classifications• Owner• Base View

• Each tab displays reports generally by Classification• Saved report names are clearer

• Old: RGOODMAN’s Suggested Req Detail• New: Suggested Req Detail (Ray)

DRS User Interface Changes• Simplified the New Report screen• Allow user to base new report on a base view or table or on

another DRS report• Allows the user to select the columns to include on the report• Save the report from the creation screen

DRS User Interface Changes

Upgrade Crystal Reports• Crystal Reports is upgraded to support Windows 8, 8.1, and 10• Faster rendering of reports

• To upgrade:• Push upgrade to each client machine (IT services)• Application will detect old version and begin upgrade (user)• Either method requires that the user performing the upgrade be an

administrator.

BUYER DIRECTInterface Module

Interfaces• Add Lot Size field to Item Master (IM) interface record• Field is used for Transfer Order Lot Size (Multi-Echelon

customers)• Contact your Customer Experience representative for details

Contact Me

•Ray GoodmanEmail: ray.goodman@spi.comPhone: 770-709-3462