Chapter 5 Bundles
5.1 Sales/Onfleet Workflow Review
Inventory pipeline
The above chart shows all the places where inventory is held, and the process inventory follows. All inventory begins in distribution before being transferred to one of our retail-delivery hubs. Once in a delivery hub, inventory is transferred to driver bundles during replenishing process. Once inventory is in a driver bundle it is allocated to fulfill Sales Orders.
5.2 Bundle Assignments
A bundle assignment is our way of keeping track of which drivers are using which bundles on which day. The Bundles Manager app lets you create a bundle assignment by picking 3 key values.
| Fields | Description | Required |
|---|---|---|
| Driver | The driver who will take the bundle | Yes |
| Warehouse | The bundle the driver will take. If the driver is not taking a bundle but rather taking orders packaged in the office, you would select the name of the office ie Oakland Delivery or Montebello Delivery to indicate that driver’s orders are allocated directly from the warehouse rather than from a bundle. | Yes |
| Template | The template represents the inventory levels the bundle SHOULD have before leaving the office. When repleneshing bundles, the inventory specialist will transfer only the items and quantities needed for the bundle inventory levels to match the template, like a recipe | Yes |
A bundle assignment is REQUIRED before a driver can leave for their shift. This is the only way the system can know where inventory is allocated from when an Onfleet task is assigned and completed.
For example, suppose Driver A is assigned Bundle M-A1. When a Sales Order is created an Onfleet task will also be created. When that related Onfleet task is assigned to Driver A, the system will automatically update the Sales Order to link the inventory for that order with Bundle M-A1.
The Bundles Manager app displays all assignments for today (as well as all past assignments). You can create a new assignment by pressing the new assignment button at bottom.
New Bundle Assignment
This will provide a modal where you enter the 3 key values.
New Bundle Assignment Modal
New Bundle Assignment Modal
New Bundle Assignment Modal
New Bundle Assignment Modal
You can assign bundles for future dates by changing the date field in top left.
Date Input
Bundle Calendar
5.3 Bundle Templates
Templates are one of the components of a bundle assignment. Templates are like a recipe; they describe all the ingredients that should go into a bundle before leaving the office. The benefit of using templates is that when replenishing bundles, we can quickly identify the difference between the template, and the bundle’s current inventory levels, to determine the amount of inventory needed to correctly replenish the bundle.
| Product | Template | Current_Inventory | Replenish_Amount |
|---|---|---|---|
| GT Blue Dream 8th | 30 units | 5 units | 25 units |
| GT Sativa Preroll | 50 units | 20 units | 30 units |
| WCC Kush Mints (1 Gram Live Resin) | 10 units | 10 units | 0 units |
In the example above, we have a list of 3 products (or ingredients), we have a template (or recipe), which indicates how much of each product (or ingredient) should go in our bundle (or mixing bowl). For example, we need 30 GT Blue Dream 8ths in our bundle (or mixing bowl per the recipe), and we already have 5 units in our bundle (or mixing bowl), so we need to add 25 units to replenish our bundle (or mixing bowl). Similarly for the GT Sativa Preroll, we need 50 units, and already have 20 units in our bundle so would need to add 30 units of GT Sativa Preroll as part of the replenishing process. For the WCC Kush Mints, since the template asks for 10 units, and the bundle already has 10 units, the inventory specialist would not have to do anything there.
5.4 Bundle Lifecycle
Bundle Cycle
5.4.1 Assigning the bundle
First pick the date you want to assign the bundle for.
Date Input
Bundle Calendar
You can create a new assignment by pressing the new assignment button at bottom.
New Bundle Assignment
This will provide a modal where you enter the 3 key values.
New Bundle Assignment Modal
New Bundle Assignment Modal
New Bundle Assignment Modal
New Bundle Assignment Modal
5.4.2 Replenishing the bundle
Once the assignment is generated the assignment is viewable on the main table. If a bundle has not been replenished a “Replenish” button will be visible.
Replenish Button
When you click “Generate Transfer” it will determine the amount of inventory that needs to be added to the bundle for it to equal the levels specified in the template.
Transfer Items
At this point it is the Inventory Specialist’s responsibility to add the quantities specified here. Once “OK” is pressed the bundle is replenished, and the inventory levels in the bundle are updated to reflect the items that were added while replenishing.
5.4.3 Updating templates
Good Tree often adds and removes products from our menu, which means that templates often need to be updated to reflect the current products we are selling. The Bundle Templates tab in the Bundles Manager app allows users to update, and create new templates.
When new items are added to menu or old items removed, updates to templates will need to be made to reflect the change. For example, if we start selling a new vape cart, we will likely need to update the template to indicate that drivers should now carry 25 units of that new vape cart before leaving office (just an example). Similarly, if we stop selling some vape cart, it will need to be removed from the template since drivers are no longer expected to carry it.
The templates tabs allows you to see the existing templates.
Templates page
In general we will have different templates for different delivery hubs, but in future could potentially have more specific bundle templates (ie if we know Bundle M-A1 will go to Pasadena we could optimize so that bundle contains more of products that are popular in Pasadena area)
By clicking on the template you can see its contents as well as add, edit and delete items.
Bundle Template Contents
You can create a new template by clicking Create Bundle Template at bottom.
New Bundle Template Button
New Bundle Template Modal
Once you create the new template you can add items to it just as you would an existing template.
Bundle Template Contents
5.5 Viewing Bundle Inventory Levels
Often times it is important to see what the current inventory levels for a bundle is. On the Bundle Assignment tab, you can click on the name of any Bundle to view the current inventory levels.
View Inventory
Inventory Contents
In some cases specific bundles will deviate from their template because we want to add or remove a few specific items. In the Bundle Inventory page above you can edit, and add items if needed. It is important to periodically confirm that the inventory levels in the bundle actually match what is in the system. This requires comparing the numbers on this page to the physical counts. The Cycle Count process described in Inventory chapter is primary tool for reconciling the system’s inventory levels with physical inventory.
5.6 Viewing Dated Templates
As described above, templates can be changed to reflect changes in inventory. In some cases we may want to know what a template was on some specified date.
First select whatever date you are interested in viewing.
Date Input
Bundle Calendar
Then select the template you would like to view.
Select Dated Template
Dated Template