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New Features in SPI Buyer Direct RAY GOODMAN

New Features in SPI Buyer Direct

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Page 1: New Features in SPI Buyer Direct

New Features in SPI Buyer DirectRAY GOODMAN

Page 2: New Features in SPI Buyer Direct

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

Page 3: New Features in SPI Buyer Direct

Release Notes

Page 4: New Features in SPI Buyer Direct

BUYER DIRECTRebranding and Infrastructure

Page 5: New Features in SPI Buyer Direct

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

Page 6: New Features in SPI Buyer Direct

RebrandingDirect Tech All Channel Suite is now:

SPI Buyer Direct

Page 7: New Features in SPI Buyer Direct

Rebranding – Dashboard

Page 8: New Features in SPI Buyer Direct

Rebranding – Dashboard

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Rebranding – Venture*21

Page 10: New Features in SPI Buyer Direct

BUYER DIRECTMerchandise Assortment Planning (MAPS) module

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

Page 12: New Features in SPI Buyer Direct

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

Page 13: New Features in SPI Buyer Direct

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

Page 14: New Features in SPI Buyer Direct

MAPS – Frequency Percentage

Page 15: New Features in SPI Buyer Direct

MAPS – Frequency Percentage

Page 16: New Features in SPI Buyer Direct

MAPS – New Budget Items

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BUYER DIRECTForecasting module

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Forecasting• Size Templates

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

• User Conference 2015 enhancement

Page 19: New Features in SPI Buyer Direct

Forecasting – Size Templates

Page 20: New Features in SPI Buyer Direct

Forecasting – Size Templates

Page 21: New Features in SPI Buyer Direct

Forecasting – Size Templates

Page 22: New Features in SPI Buyer Direct

Forecasting – Size Templates

Page 23: New Features in SPI Buyer Direct

Forecasting – Size Templates

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PLF – Like Product Filtering

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

Page 26: New Features in SPI Buyer Direct

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

Page 27: New Features in SPI Buyer Direct

MS – Launch from Dashboard

Page 28: New Features in SPI Buyer Direct

MS – Launch from Dashboard

Page 29: New Features in SPI Buyer Direct

MS – Launch from Dashboard

Page 30: New Features in SPI Buyer Direct

MS – Launch from Dashboard

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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

Page 32: New Features in SPI Buyer Direct

SPO – Expedite Hotlist

Page 33: New Features in SPI Buyer Direct

SPO – Expedite Hotlist Options

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SPO – Vendor Order Review

Page 35: New Features in SPI Buyer Direct

SPO – Vendor Order Review

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SPO – Materials Planning

Page 37: New Features in SPI Buyer Direct

SPO – Materials Planning

Page 38: New Features in SPI Buyer Direct

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

Page 39: New Features in SPI Buyer Direct

Multi-Echelon – Weeks of Supply

Page 40: New Features in SPI Buyer Direct

Multi-Echelon – Weeks of Supply

Page 41: New Features in SPI Buyer Direct

Multi-Echelon – Weeks of Supply

Page 42: New Features in SPI Buyer Direct

Multi-Echelon – Weeks of Supply

Page 43: New Features in SPI Buyer Direct

Multi-Echelon – Weeks of Supply

Page 44: New Features in SPI Buyer Direct

Multi-Echelon – Weeks of Supply

Page 45: New Features in SPI Buyer Direct

BUYER DIRECTReports Module

Page 46: New Features in SPI Buyer Direct

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

Page 47: New Features in SPI Buyer Direct

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

Page 48: New Features in SPI Buyer Direct

DRS User Interface Changes

Page 49: New Features in SPI Buyer Direct

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)

Page 50: New Features in SPI Buyer Direct

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

Page 51: New Features in SPI Buyer Direct

DRS User Interface Changes

Page 52: New Features in SPI Buyer Direct

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.

Page 53: New Features in SPI Buyer Direct

BUYER DIRECTInterface Module

Page 54: New Features in SPI Buyer Direct

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

Page 55: New Features in SPI Buyer Direct

Contact Me

•Ray GoodmanEmail: [email protected]: 770-709-3462