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Overview
In order to utilize inteliPar a user will need to navigate to inteliPar Setup found under the Ordering tab.
Dashboard > Ordering > inteliPar Setup
Video Overviews
Setup
To configure the InteliPAR report rules and other settings, please navigate to “Ordering” in the left side navigation. When you first go to the inteliPar Setup tab you will need to choose the number of periods you would like inteliPar to use when calculating past usage
Screen Overview:
Period Configuration: The first time setting up your InteliPar Settings, the Period Configuration box will appear automatically. After that initial setup, a user will press the “Configure” button to make any additional adjustments.
Max Number of Periods: 5
Note: If current data is incorrect and included within Auto Par, the report will have inconsistencies
Screen Display
You will then notice the following on the main navigation of the Ordering & inteliPar screen.
The first thing you will notice is the Vendor List
The Refresh button will bring up a list of your rules
The Configure button allows you to change the number of periods you would like to set the Auto Par for
The With selected items button you can change the rule, change the vendor, or remove manual edits for a particular item
You may also Setup inteliPar rules by class or category
InteliPar Setup Columns
A: A user can select the item name to change to the different available sizes for this brand. If grouping by similar brands is set up, a user can choose a different brand depending on what is set as the primary brand.
B: Select the edit button to change the Vendor for that item.
C: Select the edit button to change the Rule for that item
D: Manually overwrite the order quantity if a different number is needed instead of
what the system is recommending.
E: Select to change the ordering unit (i.e. bottle vs case)
Note: You will see a blue refresh icon after you change something. The changes won’t go into effect until you refresh the page
Rule Configuration
The first time setting up your InteliPar Settings: the Period Configuration.
Step 1: Define Item Class & Category that the rule applies to.
Note: Setting a rule for (all) will define an ordering rule for all items within that classification
Step 2: Define the Item Rule Parameters
Average Usage: PAR Set based on average item inventory consumption.
Highest Usage: PAR Set based on largest usage of item inventory consumption.
Item Specific Rules
To set an Item Specific Rule, you will need to click on the Rule next to the item you wish to edit.
A pop-up box will appear for you to Create the inteliPar rule.
Select “Yes, proceed” and click the Next button
If you are attempting to change a rule on an item that already has a rule attached to it, the pop-up window will look like this instead:
Note: Creating an Item Specific Rule will overwrite a Class or Category Rule
Bulk Changes-Vendors
Step 1: Select the Items which need to be changed and select “With selected items…”
Step 2: Select the Vendor
Step 3: Changes are implemented
Grouping by Vendors
Dashboard > Reports > inteliPar Report > Group by Vendor
Users can now group their inteliPar Report by the specific Vendor. Check the Group by Vendor box, then click Generate button
Then scroll through the report, and you will see the items grouped by the Vendor they are bought from
