INTERNATIONAL POINT PRODUCT ORDERING & INVENTORY NET TOOL USER MANUAL

Transcription

1 INTERNATIONAL POINT PRODUCT ORDERING & INVENTORY NET TOOL

2 Release 3.4 September 13, 2004 Page 2 of 49

3 Table of Contents Table of Contents Objectives... 4 Overview... 5 Background... 6 CoorsNet Overview... 7 Logging on to CoorsNet... 8 CoorsNet - The First Page... 9 CoorsNet Communications Log on to Inter-POINT v Inter-POINT Home Page Preferences Page Product Preferences Page Data Input Process Upload File Upload File: Specifications & Example Upload File: Error Messages Arrivals Page Removals and Inventory Page Forecasting and Inventory Worksheet Beer Ordering Deadline New Orders Change Existing Purchase Order Change Requested Arrival Date Reports Home Page Orders Sorted by Order Number Report Orders sorted by Purchase Order Number Orders sorted by Product Code Help and Support Appendix A: Import file format Appendix B: File Upload Error Messages Appendix C: Glossary Page 3 of 49

4 Objectives Inter-POINT v3 Objectives Overall Objectives: You will have the skills, knowledge, and understanding necessary to utilize the Inter-POINT tool effectively! You will understand the impacts and timing of product ordering and deliveries using Inter- POINT v3. Detailed Objectives: Describe the Coors International beer ordering process Describe the background and purpose of Inter-POINT Logon to CoorsNet Access and navigate Inter-POINT Perform an Upload (optional) Report Arrivals Report Removals and Inventory Enter Forecasts Enter orders and planning volumes Generate standard system reports Page 4 of 49

5 Overview Inter-POINT v3 Overview The intent of this user manual is to prepare you to use the web-based ordering and reporting management tool, Inter-POINT v3. The training material will cover CoorsNet basics and in-depth Inter-POINT training. Additionally, forecasting and beer ordering concepts will be addressed as they pertain to the Inter-POINT tool. What is Inter-POINT? Inter-POINT stands for International Product Ordering Inventory Net Tool. Inter-POINT is an interactive web-based tool to enable communication between Coors Brewing Company and International distributors. This system provides functionality for distributors to: Record Arrivals Report Removals Report Inventory Enter Forecasts (projected orders and removals) Plan Inventory Flow Generate Reports Create and Modify Orders View Order History Monitor Days of Inventory (DOI) Tool Benefits Web-based availability - Accessible anytime and anyplace regardless of time zone Interactive One source of data for all View historical data - Sales information View forecasting & sales trends On line DOI (Days of Inventory) calculations Control over ordering product Page 5 of 49

6 CoorsNet Inter-POINT v3 Background Distributors order beer 2 weeks in advanced of scheduled production using an arrival based projection of supply. Arrivals are based on Distributor transit time from Memphis or other source of manufacture. Weeks 1-2 are frozen due to production requirements. Memphis and other manufacturers will continue to ship based on requested arrivals using lead-time and transit time. Key Terms Forecasting Order Material # Removals Shipment Shipment # Arrivals Descriptions Forecasting is a predicted sale (removal) to retail. It is also referred to as a projection of retail demand Distributor's request for product in a specific week The number assigned to the finished good at the Family/Brand/Container/Size/Wrap/Alcohol level Distributor's sales to retail (distributor's removals from inventory) A specific container load (or shipping unit) of product Unique number assigned to the shipment by the system Beer shipments that have arrived at final destination Export Logistics Supply Chain Manufacture KEY ELEMENT Distributors Order (web-based functionality) Delivery Distributors P r o d u c t s Retail Consumer Inter-POINT User Training 09/13/2004 Page 6 of 49

7 CoorsNet CoorsNet Overview What is CoorsNet? CoorsNet is your "one stop shopping" web site for electronic communications with Coors. It provides connectivity to all applications by acting as the central application through which all other applications are accessed. CoorsNet is the home for all Coors-related computer contact with our distributor network. CoorsNet supports multiple users for distributorships. Coors encourages you to request IDs for every key individual within your organization. In this manner, you can ensure that information can be sent directly to the person who needs it. Why CoorsNet? To organize all Internet applications that serves distributors and field sales users resulting in: Faster access to important information Ease of use One-stop shopping - future internet applications run under the same umbrella Consistent use of technology - new applications can be web-enabled and linked to CoorsNet Benefits of Using CoorsNet Dramatically enhances Coors Brewing Company s (CBC) communications potential with distributors and International Field Business Areas Centralizes communication to and from CBC No duplicates of , postal mail, phone requests, or reports from CBC Page 7 of 49

8 CoorsNet Inter-POINT v3 Logging on to CoorsNet To access CoorsNet requires one login After logging into your Internet Service Provider (ISP): Action Description 1. Enter in the address field The following page will appear: Action Description 2. Enter User name in Name: field 3. Enter Password in Password: field Note: For security reasons, do not select the option to save this password in your password list. Note: The username and password are not case sensitive. 4. Click The Log-in button Page 8 of 49

9 CoorsNet - The First Page CoorsNet My Tools These links are to the different product ordering management tools, like Inter-POINT Communications These links take you to current Coors Brewing Company promotions and LPMs (Licensed Promotional Materials) Resources This folder contains links to Distributor Message Boards, Product Information, CBC Calendars, Department links and Selected Industry pages. This is where all the Coors logos are stored. Note: A link to the Coors Calendar is also included in the Resources tab You can print a calendar for reference when using Inter-POINT to order beer Messages (in the Alerts column) Check for important messages from Customer Service, such as the Export Distributor Survey posted twice a year Page 9 of 49

10 CoorsNet Inter-POINT v3 Your Profile Click on this link to view and change user preferences such as contact information and password. CoorsNet Communications CoorsNet Communications is an application designed to deliver notices of EFT s (Electronic Funds Transfers), beer invoices and other communications from Coors Brewing Company to distributors, field sales personnel and beer product suppliers. To access CoorsNet Communications: Action Description 1. Log on To CoorsNet to access the CoorsNet homepage 2. Click The CoorsNet InBox" button The CoorsNet Communications home page contains: Buttons Home Help View Attachments Print Attachments Delete Information From Subject Delivered Size Description Returns user to the CoorsNet home page On-line help support for CoorsNet Communications View selected communication Print selected communication Delete selected communication Description The mail system that sent the communication Subject of the communication, or the communication type Date & time the communication was delivered to user File size of the communication Page 10 of 49

11 Data Class Type of communication CoorsNet CoorsNet Communications (continued) The CoorsNet Communications message page contains: Buttons Return to list Delete Forward Previous Next Description Click here to return to the communications list Delete the current communication Forward the communication to another user Moves the user to the previous communication on the list Moves the user to the next communication on the list To Open or Save an Attached File Click on the attachment and select either to Open the File or Save the File Page 11 of 49

12 CoorsNet Inter-POINT v3 CoorsNet Communications (continued) To print the documents: Action Description Open Open the attached document in notepad Go to Go to 'Edit', 'Set Font' and select the following: o Select font as FixedSys o Font type as 'Regular o Font size as 8 o Choose 'landscape' instead of 'portrait' for weekly sales reports Note: The font setup needs to be done only once per notepad file To Forward a communication After opening a communication click Forward. A new box will open and the Internet address can be entered. This is the address to which the communication will be forwarded. This procedure does not automatically forward the communication everytime it is received by the user. If the same communication should always be copied to another user, contact your Data Steward to have it setup under User Management. Page 12 of 49

13 CoorsNet Log on to Inter-POINT v3 After logging on to CoorsNet, Click on the Inter-POINT link located on the left side of the page in the My Tools folder: Action Click Description Inter-POINT link located on left side of page Page 13 of 49

14 Home Page Inter-POINT Home Page The Home Page above will appear after logging on. All other pages may be accessed from the Home Page. To return to the home page simply click the HOME link, located in the upper right in the blue field. (Note: the HOME link will be displayed on all other pages) All pages will display the following in the header: Field Distributor: Ship To: Description Denotes the distributor's number, name and location The Distributor can select Ship To locations associated with that Distributor Note: Every Distributor has at least one Ship To location. Some Distributors may have multiple Ship To locations. Home Page Helpful Hints: Within any page, click on Help, located in the upper portion of the page, to receive on-line help documentation Within any page, click on Preferences, located in the upper portion of the page, to change default or previously set preferences When moving within fields, use the TAB key The Message area will indicate any system messages for which you need to be aware. Please refer to the Message area often Click on the large buttons and tabs to reach a specific page directly Use the Internet browser s back button to return to previous pages Page 14 of 49

15 Product Preferences Preferences Page The Preferences page allows the distributor to customize Inter-POINT. Preference # of Historical Weeks Displayed in Forecast Screen # of Future Weeks Displayed in Forecast Screen # of Historical Days Displayed in Arrivals Screen # of Historical Days displayed in Reports Distributor Product Preferences Unit of Measure Preference Description Preference setting to control the number of historical weeks displayed on the Forecasting and Inventory Worksheet screen This drop-down list allows the user to change the number of forecast weeks from 1 to 43 to be displayed on the Forecast screen Preference setting to control the number of days after a shipment has been received that it will be displayed on the arrivals page Preference setting to control the number of historical days to be displayed in reports requested in the reports tab The View Preferences button links you to the Product Preferences Page This option lets the distributor decide whether they wish to order in quantities of cases, pallets or containers. This preference will be reflected on the Orders page Note: Remember to click the Save button after editing the preferences, or before exiting the Preferences page. Changes to the preferences will not be recorded unless the Save button has been clicked. Page 15 of 49

16 Preferences Inter-POINT v3 Product Preferences Page New Sequence #: A distributor generated sorting number assigned to any or all products. This field will be ordered from top to bottom by ascending order. The number must be numeric and less than No duplicates are allowed but they do not need to be sequential. It is recommended that gaps be left between sequence numbers to allow for new packages. Any product without a sequence number will be placed at the bottom of the list and sorted by product code. Distributor Product #: This field allows the distributor to assign their own personal code to the CBC commodities authorized for that distributor. This allows the distributor to keep better track of their user defined products. To change the Product Display Sequence: Action Description 1. Enter New Sequence # next to the product. (Numeric order) 2. Enter Distributor Product # (alpha-numeric) 3. Scroll Scroll to the bottom of the page and click the Save button Page 16 of 49

17 Product Preferences Data Input Process Inter-POINT Suggested Data Input Process Optional Upload Arrivals Removals & Inventory Forecast Order Reports Upload arrivals from file Input Shipment Arrival Info. Record previous week s removals & ending inventory Forecast removals Place orders for next shipment window and future planning shipments Print reports to manage order scheduling and arrivals Inter-POINT User Training 07/16/2003 The sequence that data is entered into the Inter-POINT tool is extremely important. Inter-POINT calculates expected inventory and DOIs (Days of Inventory), the current inventory and removals must be entered prior to visiting the forecast or order screens. Note: Any orders that are NOT checked as arrived (with date) in the Arrivals screen, will be considered In Transit. Note: The sequence of input process is in the same order as the tabs located at the top of the Home Page and the buttons located on the Home Page. Page 17 of 49

18 File Upload Inter-POINT v3 Upload File The purpose of the file upload page is to provide you with the ability to import arrivals data into Inter-POINT v3 from a comma delimited text file. Upload File: Step-by-Step Action Description 1. Select Fields to load into database Arrivals is the only option 2. Type File path and name of the file to Upload or locate the file via the Browse button 3. Click Process File Now button to start Upload Note: A confirmation will be displayed that summarizes the number of records that have processed successfully, the number of records that have failed, and the reason for the failure. Page 18 of 49

19 File Upload Upload File: Specifications & Example File Specifications The Upload File function for Arrivals is designed to receive a comma delimited text file consisting of two columns. Column A: Column B: Shipment Number - format of CHAR and ten (10) characters (Leading zeroes are required) Arrival Date - format of DD-MMM-YYYY and eleven (11) characters (Example: 03-Feb-2002) Example of import file: ,11-Jul ,11-Jul ,11-Jul-2003 The file must contain valid Shipment numbers - Shipment numbers will be verified by the system Using Excel to create the file You may import your Arrivals information from an Excel Spreadsheet saved in a comma-delimited format (.csv) The file may be created on your local drive using a file name of the user s choice. Column A - contains the Shipment number to be updated in the Arrivals database ( ) Column B - contains the date the beer order arrived (DD-MMM-YYYY) Column A Shipment number Character (10) Requires leading zeros Column B Arrival date Character (11) DD-MMM-YYYY How to Save the Excel file as a CSV file format Select File, Save As and select a CSV (Comma delimited) file format to save the file. This will automatically create a comma delimited file format for the upload. Note: You may also view the file in Microsoft s Note Pad (or a similar application) Page 19 of 49

20 File Upload Inter-POINT v3 Upload File: Error Messages After uploading a file, the confirmation message may display error messages, like the following: Error message When it occurs How to correct ERROR! Please enter a file name to upload Shipment Number does not exist in the system for this location When a file name is not entered When a shipment number does not match the shipments for that location Enter the correct file name Verify that the shipment numbers are correct and upload file again or process manually See Appendix B for a comprehensive listing of possible error messages that may occur during the file upload process. Page 20 of 49

21 Arrivals Arrivals Page The purpose of this page is to report the arrival date of the shipments. This page displays all shipments that have been loaded and are in-transit. Week Number: (display only) Week number assigned in the Coors calendar Week Date: (display only) Coors calendar weeks start on Monday and end on Sunday Arrival Date: (DD-MON-YYYY) Date used when the Arrived On button is clicked (defaults to today s date) Terms Distributor Ship To Shipment # PO # Carrier Booking Carrier Name Container # Load Date Scheduled Sail Date Estimated Arrival Requested Arrival Actual Arrival Date Descriptions Denotes the distributor's number, name and location Distributor can select Ship To locations associated with that Distributor Unique number assigned to the shipment by the system Purchase Order number assigned by the distributor Booking number assigned by the carrier Name of the shipping company Identifying number of the container Date that the container was loaded Scheduled date a shipment leaves a seaport Estimated date the shipment is anticipated to arrive at destination Date the distributor requested delivery Date the shipment arrives at the distributor location Page 21 of 49

22 Arrivals Inter-POINT v3 Arrivals Page (continued) Arrivals Page: Step by Step Action Description 1. Locate Arrived order number(s) 2. Click Arrived On button to insert Arrival Date or 3. Edit Arrival Date (DD-MON-YYYY) then click Arrived On button or 4. Enter Actual Arrival Date manually 5. Click Save button at the bottom of the page Arrivals Page Helpful Hint Use the Arrived On button to speed data entry: When you click this button, the Actual Arrival Date will be populated using the Arrival Date in the upper right corner of the table. This auto-population will save the distributor time from entering data into the system, reduces typographical errors, and allows CBC to accurately measure arrival compliance. Helpful Links Clicking on the Shipment # links to specific information about the shipment. Clicking on the Carrier Name links to the cargo carrier s Internet Web site so the shipment can be tracked in their system. Page 22 of 49

23 Removals and Inventory Removals and Inventory Page The Removals and Inventory page is used to report the previous week s removals and ending inventory. Additionally, this page calculates Inventory Variances by product, which provides important insight into inventory levels and inaccuracies. Note: Please review the Inventory Variances. If a variance exists, check Arrivals, Removals, Inventories, and Transfers for accuracy. Inventory Variances should only exist for breakage or other shrinkage. Reporting for Week Number: (display only) Week number assigned in the Coors calendar Week Date: (display only) Coors calendar weeks start on Monday and end on Sunday Terms Distr Prod # CBC Prod # Product Description Begin Inventory Actual Arrivals Removals Transfers IN/OUT Descriptions Distributor assigned Product number Product code assigned by Coors Product name and unit description Displays the beginning inventory for the product in the warehouse. This is the ending inventory you reported last week. Displays the unit (cases/pallet) quantity of the product that has been indicated as Arrived in the Arrivals page during the week displayed at the top of the page The distributor's sales to retail (distributor's removals from inventory) Transfers of stock IN/OUT of the warehouse inventory other than removals (sales) or arrivals Page 23 of 49

24 Removals & Inventory Inter-POINT v3 Removals and Inventory Page (continued) Terms Ending Inventory Inventory Variance Totals Descriptions The current calendar week's ending inventory by product The inventory variance calculation is: (Ending Inventory) - (Begin Inventory + Actual Arrivals - Removals + Transfers In - Transfers Out) Sum of the data for each column (scroll down to view totals) Removals and Inventory Page: Step by Step Action Description 1. Locate Product to report 2. Enter Previous weeks removals quantity 3. Enter Transfers In and Out of the warehouse 4. Enter Previous weeks inventory quantity 5. Click Save button at the bottom of the Page 6. Review Inventory Variances and correct data as needed Page 24 of 49

25 Forecasting & Inventory Worksheet Forecasting and Inventory Worksheet The Forecasting and Inventory Worksheet brings all the information together on one page. It is the best place to plan for product supply and inventory levels. This is because the distributor can view removals, arrivals, inventory, forecasts and orders all on the same page. Note: Removals, Ending Inventory, Removals Forecasts and Requested Orders must be entered before the Projected Inventory and DOI calculations will be accurate. Note: Above the blue line (Prior Weeks) represents what was removed/sold for previous weeks. The Current Year Removals field in the blue line (Last Week) represents the previous week's removals which may have already been populated in the 'Removals and Inventory' page. Below the blue line (Forecast Weeks) represents removals forecasted by the distributor. Page 25 of 49

26 Forecasting & Inventory Worksheet Inter-POINT v3 Forecasting and Inventory Worksheet (continued) Terms CBC Week Descriptions Week number on the CBC calendar Monday Date Monday date corresponding to the week # Actual Removals Distr Act / Forecast Actual & Scheduled Orders Scheduled Arrivals Requested Orders Actual/Projected Inventory DOI Removals reported in the previous year by week Above the blue line: Removals reported in the current year by week On the blue line: Last week s removals; this field may already be populated from the Removals and Inventory page Below the blue line: Forecasted removals; these fields may already be populated from the Forecast page Quantities marked as received on the Arrivals page are displayed in the Prior Weeks section. Products scheduled to arrive but not yet marked as received on the Arrivals page as displayed in the Forecast Weeks section. Products scheduled to arrive that week but not yet marked as received on the Arrivals page Requested Orders are orders that have not shipped yet A view of the weekly reported ending inventory with the projected ending inventory based on the forecasted removals and scheduled arrivals The number of days of inventory based upon the forecasted removals Sales Trend Comparison (% vs. YAG) Actual Weeks - Last 52 Actual Weeks - Last 8 Forecast Weeks - Next 4 Forecast Weeks - Next 8 Displays the change in sales figures for the past 52 weeks starting from the current week number of the current year versus the 52 weeks starting from the current week number of the previous year Displays the change in sales figures for the past 8 weeks starting from the current week number of the current year versus the 8 weeks starting from the current week number of the previous year Displays the change in sales figures (forecasted) for the next 4 weeks starting form the current week number of the current year versus the actual sales figures for 4 weeks starting from the current week number of the previous year Displays the change in sales figures (forecasted) for the next 8 weeks starting from the current week number of the current year versus the actual sales figures for 8 weeks starting from the current week number of the previous year Page 26 of 49

27 Forecasting & Inventory Worksheet Forecasting and Inventory Worksheet (continued) What do the colors in the Sales Trend Comparison charts mean? The Sales Trend Comparison Actual Weeks - Last 52 and Last 8 become the benchmarks for coloring coding the forecast trends. RED GREEN REGULAR When the Sales Trend Comparison Forecast Weeks is less than the Actual Weeks When the Sales Trend Comparison Forecast Weeks is greater than the Actual Weeks When the Sales Trend Comparison Forecast Weeks is between the Actual Weeks Worksheet: Step-by-Step Action Description 1. Select Product to forecast 2. Enter Last week s Removal on blue line in the Current Year Removals column 3. Enter Last week s Ending Inventory on blue line in the Inventory column 4. Enter Removals Forecasts below blue line in the Current Year Removals column 5. Click Save & Next to advance the page to the next product or Click the Save button Note: Removals, Ending Inventory, Removals Forecasts, Requested Orders must be entered before the Projected Inventory and DOI calculations will be accurate. Page 27 of 49

28 Orders Inter-POINT v3 Beer Ordering Deadline Report all information and place orders before Monday - 8:00 pm Mountain Time What When How Report: Arrivals, Removals, Inventory and Forecasts Monday by 8:00 pm MT Inter-POINT Order: Order beer for next arrival window Monday by 8:00 pm MT Inter-POINT Change: Emergency situations or exceptions, after order deadline After 8:00 pm Monday Customer Assurance Page 28 of 49

29 Orders New Orders To enter a New Order, select New from the Order Action drop-down list and complete the following fields: Terms Distributor PO # Ship From Location Earliest Req Arrival Date Req Arrival Date Container Size Descriptions Distributor assigned Purchase Order number Select the source for your product supply. The View Products for Selected Ship From Location link will display products available for ordering. Earliest date the products can arrive at destination. Display only field. The earliest date is dependent on the Ship From Location. "Day", "Month", and "Year" the distributor can request the order to arrive Size of the container shipped select 20 ft or 40 ft Container Click the Continue button to proceed to the Ordering page Note: The order screen will always default to the Standard Order selection. Page 29 of 49

30 Orders Inter-POINT v3 New Orders (continued) Column Distr Prod # CBC Prod # Product Description Pallets Per Straight/Mix Cases/Pallets Cases Pallets Containers MLP (Mixed Load Pallet) Comments Description Distributor assigned Product number Product code assigned by Coors Product name and unit description Number of pallets needed to build a straight load of one product or a mixed load of many products Number of cases to build a full pallet Data-entry fields where users enter their orders by the unit of measure selected on the 'Distributor Preferences' page Data-entry fields where users enter their orders by the unit of measure selected on the 'Distributor Preferences' page Data-entry fields where users enter their orders by the unit of measure selected on the 'Distributor Preferences' page Pallets that are in a mixed load User information about the order that they want to be reviewed by Coors customer assurance representative upon processing Page 30 of 49

31 Orders New Orders (continued) New Orders: Step-by-Step Action Field Name 1. Verify Distributor and Ship To location are correct 2. Verify Requested Arrival Date for the order to change 3. Verify Unit of Measure (Cases, Pallets, or Container) 4. Enter Order quantity for the specified product 5. Repeat Steps 1 through 4 for all products 6. Check Mixed Load Pallet for incomplete containers 7. Click Save button. Note: If the correct pallet configuration has not been entered, an instructional pop-up box will provide directions for correcting the problem. Note: An Order number will be assigned after the order is saved Page 31 of 49

32 Orders Inter-POINT v3 Change Existing Purchase Order To Change an existing order, select Change Existing PO from the Order Action drop-down list and complete the following fields: Terms Existing PO # Descriptions Select the PO # to change from the drop-down list Click the Continue button to proceed to the Ordering page Note: If the purchase order is displayed and the order quantity fields are not outlined in red, the order is frozen and cannot be changed. The following example is a frozen order. Page 32 of 49

33 Orders Change Existing Purchase Order (continued) For product supplied from sources other than Memphis, a negotiation process is enabled. An notification is sent regarding a requested order where the supplier or vendor may suggest an alternate delivery date or suggest a change in order quantity. If a change by the vendor is requested, the order change screen would have an additional link to See Vendor Comments. Note Page 33 of 49

34 Orders Inter-POINT v3 Change Existing Purchase Order (continued) Clicking on the link, displays the vendor suggestion(s). As the screen indicates, any quantity changes to the requested order need to be made in the previous screen. Column Distr Prod # CBC Prod # Product Description Pallets Per Straight/Mix Cases/Pallets Cases Pallets Containers MLP (Mixed Load Pallet) Comments Description Distributor assigned Product number Product code assigned by Coors Product name and unit description Number of pallets needed to build a straight load of one product or a mixed load of many products Number of cases to build a full pallet Data-entry fields where users enter their orders by the unit of measure selected on the 'Distributor Preferences' page Data-entry fields where users enter their orders by the unit of measure selected on the 'Distributor Preferences' page Data-entry fields where users enter their orders by the unit of measure selected on the 'Distributor Preferences' page Leftover pallets that do not equal a full container User information about the order that they want to be reviewed by Coors customer assurance representative upon processing Page 34 of 49

35 Orders Change Existing Purchase Order (continued) Change Existing Purchase Order: Step-by-Step Action Field Name 1. Verify Distributor and Ship To location are correct 2. Verify Requested Arrival Date for the order to change 3. Verify Unit of Measure (Cases, Pallets, or Container) 4. Enter Order quantity for the specified product 5. Repeat Steps 1 through 4 for all products 6. Check MLP for incomplete containers 7. Click Save button. Note: If the correct pallet configuration has not been entered, an instructional pop-up box will provide directions for correcting the problem. Page 35 of 49

36 Orders Inter-POINT v3 Change Requested Arrival Date To change a requested arrival date, select Change Req Arrival Date from the Order Action dropdown list and complete the following fields: Terms Ship From Location: Descriptions Select the appropriate Ship From Location. Only eligible orders will be displayed. Note: If the order number is not displayed, it cannot be changed. Click the Continue button to proceed to the Update Requested Arrival Date page. Page 36 of 49

37 Orders Change Requested Arrival Date (continued) Column Order Number Distr PO # Requested Arrival Date Update Requested Arrival Date Description Number generated and assigned by Inter-POINT upon order creation Distributor assigned Purchase Order number Current requested arrival date for the order "Day", "Month", and "Year" the distributor can request the order to arrive Note: The Earliest Req Arrival Date is displayed above the Update Requested Arrival Date field. The new Requested Arrival date must be on or after the Earliest Req Arrival Date. Change Requested Arrival Date: Step-by-Step Action Field Name 1. Verify Distributor and Ship To location are correct 2. Verify Requested Arrival Date for the order to change 3. Enter Update Requested Arrival Date for the specified order 4. Click Save button Page 37 of 49

38 Reports Inter-POINT v3 Reports Home Page Inter-POINT v3 Report Options There are three reports that you can generate within Inter-POINT v3: Orders sorted by Order Number - Displays the orders that are in-transit, scheduled or requested - sorted chronologically by order number. Orders sorted by Purchase Order Number - Displays the orders that are in-transit, scheduled or requested - sorted chronologically by Distributor s PO number. Orders sorted by Product Code - Displays the orders that are in-transit, scheduled or requested - sorted chronologically by Product code. Action Field Name 1. Select Choose the sorting method in the Report Sort Order drop-down box 2. Click Order Report to generate the report (the link is blue and underlined) 3. View Report online or print by clicking the print icon on the browser s toolbar Page 38 of 49

39 Reports Orders Sorted by Order Number Report The Orders by Order Number report is divided into two sections Orders in Transit or Scheduled Orders that have shipped or are scheduled to ship Requested Orders Orders that have been requested, but not scheduled or shipped Note: Orders marked as received on the Arrivals page will not be listed on this report. Column Ship Wk Order # Distr PO # Shipment # Steam Ship Co Container # Booking # Load Date Sail Date Est Arrival CBC Prod # Dist Prod # Description Coors calendar week that the shipment is shipped or scheduled to ship Number generated and assigned by Inter-POINT upon order creation Distributor assigned Purchase Order number Unique number assigned to the shipment by the system Name of the carrier Identifying number of the container The identifying information for the booking on the designated Steam Ship company Date when Shipment was/will be loaded at the plant The sailing date for the container on the designated Steam Ship Co. Date the shipment is expected to arrive at the distributor Product code assigned by Coors Product code assigned by the distributor Page 39 of 49

40 Reports Inter-POINT v3 Product Description Case Qty Requested Arrival Date Product name and unit description Number of cases on each container Date the distributor requested delivery Page 40 of 49

41 Reports Orders sorted by Purchase Order Number The Orders by Purchase Order Number report is divided into two sections Orders in Transit or Scheduled Orders that have shipped or are scheduled to ship Requested Orders Orders that have been requested, but not scheduled or shipped Note: Orders marked as received on the Arrivals page will not be listed on this report. Column Distr PO # Ship Wk Order # Shipment # Steam Ship Co Container # Booking # Load Date Sail Date Est Arrival CBC Prod # Dist Prod # Description Distributor assigned Purchase Order number Coors calendar week that the shipment is shipped or scheduled to ship Number generated and assigned by Inter-POINT upon order creation Unique number assigned to the shipment by the system Name of the carrier Identifying number of the container The identifying information for the booking on the designated Steam Ship company Date when Shipment was/will be loaded at the plant The sailing date for the container on the designated Steam Ship Co. Date the shipment is expected to arrive at the distributor Product code assigned by Coors Product code assigned by the distributor Page 41 of 49

42 Reports Inter-POINT v3 Product Descr Case Qty Requested Arrival Date Product name and unit description Number of cases on each container Date the distributor requested delivery Page 42 of 49

43 Reports Orders sorted by Product Code The Orders by Product Code report is divided into two sections Orders in Transit or Scheduled Orders that have shipped or are scheduled to ship Requested Orders Orders that have been requested, but not scheduled or shipped Note: Orders marked as received on the Arrivals page will not be listed on this report. Column CBC Prod # Dist Prod # Product Descr Case Qty Distr PO # Ship Wk Order # Shipment # Steam Ship Co Container # Booking # Load Date Sail Date Description Product code assigned by Coors Product code assigned by the distributor Product name and case description Number of cases Distributor assigned Purchase Order number Coors calendar week that the shipment is shipped or scheduled to ship Number generated and assigned by Inter-POINT upon order creation Unique number assigned to the shipment by the system Name of the carrier Identifying number of the container The identifying information for the booking on the designated Steam Ship company Date when Shipment was/will be loaded at the plant The sailing date for the container on the designated Steam Ship Co. Page 43 of 49

44 Reports Est Arrival Date Req Arrival / Requested Arrival Date Date the shipment is expected to arrive at the distributor Date the distributor requested delivery Inter-POINT v3 Page 44 of 49

45 Appendices Help and Support Always Refer to Training Material First Contact the appropriate resource depending upon your type of questions: Order Questions? Order variances after input deadlines Product Supply issues Please contact your Customer Assurance Manager (CAM) For Memphis sourced product, contact Marie Heitman For all other product sources, contact Penny Berg Business Process Questions? Collaboration Deadlines New Product Please contact your Country Manager Inter-POINT Tool Questions or Problems? Availability Technical Issues In Taiwan, please contact the Coors Help Desk at In Japan, please contact the Coors Help Desk at In Northern China (PROC), please contact the Coors Help Desk at In Southern China (PROC), please contact the Coors Help Desk at All other locations, please contact the Coors Help Desk at or Page 45 of 49

46 Appendices Inter-POINT v3 Appendix A: Import file format The Upload File function for Arrivals is designed to receive a comma delimited text file consisting of two columns: Column A: Column B: Shipment Number - format of CHAR and ten (10) characters (Leading zeroes are required) Arrival Date - format of DD-MMM-YYYY and eleven (11) characters (Example: 03-Feb-2002) Example of import file: ,11-Jul ,11-Jul ,11-Jul ,11-Jul ,11-Jul ,11-Jul ,11-Jul-2003 The file must contain valid shipment numbers. The system will perform a check of the information you are attempting to upload to verify the shipment numbers are correct. Page 46 of 49

47 Appendices Appendix B: File Upload Error Messages File Upload ERROR MESSAGE ERROR! Please select at least one field to upload Arrivals Shipment Number does not exist in the system for this location DESCRIPTION If the user fails to select any of the fields available for upload When a shipment number does not match the shipments for that location Validation of uploaded file ERROR MESSAGE Arrival date in file is greater than today s date as defined by the server time stamp. Delimiter not found. Line is too long. Line is too short. Record type is invalid. Ship Date not proper in database. Shipment Number does not exist in the system for this location Shipment Number portion of record is not divisible by. The file you uploaded is not in proper format. The uploaded file was empty. DESCRIPTION If the line (row) contains an arrival date that is greater than the current date. Note: The server time stamp is on Pacific Time: GMT 8:00. If the date record format is not in the specified file format. If the file contains lines (rows) that are longer than the specified file format. If the file contains lines (rows) that are shorter than the specified file format. If the line (row) contains a record type code that is not a valid record type. If the date record format does not match the specified file format. If the line (row) contains a shipment number that is not recognized for this Distributor/Ship To Location. If the line (row) contains a sales quantity value that does not contain valid characters. If the file uploaded was not in a format that the system could recognize. If the file uploaded did not contain any values. Page 47 of 49

48 Appendices Inter-POINT v3 Appendix C: Glossary Key Terms Actual Arrivals Actual/Projected Inventory Actual Removals Arrival Date Arrivals Beginning Inventory Carrier Booking Carrier Name Cases/Pallets Case Quantity CBC CBC Prod # CBC Week Comments Container # Container Size CoorsNet Distributor Distributor PO # Distr Prod # DOI Ending Inventory Estimated Arrival Date Forecasts Inter-POINT Descriptions Displays the unit (cases/pallet) quantity of the product that has been indicated as Arrived in the Arrivals page A view of the weekly reported ending inventory with the projected ending inventory based on the forecasted removals and scheduled arrivals Removals reported in the previous year by week Date the shipment arrives at the distributor location Beer shipments that have arrived at the distributor location Displays the beginning inventory for the product in the warehouse. This is the ending inventory you reported last week. Booking number assigned by the carrier Name of the shipping company Number of cases to build a full pallet Number of cases on each container Coors Brewing Company Product code assigned by Coors Brewing Company Week number on the Coors Brewing Company calendar User information about the order that they want to be reviewed by Coors customer assurance representative upon processing Identifying number of the container Size of the container shipped select 20 ft or 40 ft Coors extranet a specifically organized, personalized World Wide Web site and corporate network for electronic commerce and Denotes the distributor's number, name and location Distributor assigned Purchase Order number Distributor assigned Product number The number of Days Of Inventory based upon the forecasted removals The current calendar week's ending inventory by product Estimated date the shipment is anticipated to arrive at destination Forecasts are a predicted sale (removal) to retail. They are also referred to as projections of retail demand. International Product Ordering and Inventory Net Tool. Inter-POINT is an interactive web-based tool to enable communication between Coors Brewing Company and Distributors. Page 48 of 49

49 Appendices Appendix C: Glossary (continued) Key Terms Inventory Inventory Variance Load Date MLP (Mixed Load Pallet) Descriptions The volume of product a distibutor determines is in the warehouse The inventory variance calculation is: (Ending Inventory) - (Begin Inventory + Actual Arrivals - Removals + Transfers In - Transfers Out) Date that the container was loaded Pallets assigned to a mixed load Monday Date Monday date corresponding to the week # Order Order # Pallets Per Straight/Mix Plant Load Date Product Description Product # Removals Removals Forecast Requested Arrival Date Requested Orders Scheduled Arrivals Scheduled Sail Date Ship To Ship Wk Shipment Shipment # Steam Ship Co Transfers IN/OUT Totals Distributor's request for product in a specific week Number generated and assigned by Inter-POINT upon order creation Number of pallets needed to build a straight load of one product or a mixed load of many products Date when Shipment was/will be loaded at the plant Product name and unit description The number assigned to the finished good at the Family/Brand/Container/Size/Wrap/Alcohol level Distributor's sales to retail (distributor's removals from inventory) Predicted depletion of product from distributor s warehouse Date the distributor requested delivery Requested Orders are orders that are not scheduled at a plant and have not shipped yet Products scheduled to arrive that week but not yet marked as received on the Arrivals page Scheduled date a shipment leaves a seaport Distributor can select Ship To locations associated with that Distributor Coors calendar week that the shipment is shipped or scheduled to ship A specific container load (or shipping unit) of product Unique number assigned to the shipment by the system Name of the carrier Transfers of stock IN/OUT of the warehouse inventory other than removals (sales) or arrivals Sum of the data for each column (scroll down to view totals) Page 49 of 49