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Configuring Order Size and Rounding

Distributor steps for setting orderIQ suggested order splits across multiple weekly stops and rounding rules (Round Threshold, Force To Case, layer rounding) in Encompass. Requires v25.01+ and orderIQ setup.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.01

Pre-Conditions

  • Customer is configured for OrderIQ
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  • Understanding of customer's delivery schedule and stop frequency

Steps

Configuring Order Size Splitting:
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1. Navigate to the customer's Suggested Order Configuration
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2. Set the OrderSize field to define how the weekly forecast should be split
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3. Format: Use semicolon-separated decimal values (e.g., "0.4;0.6")
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  • Example: "0.5;0.5" = 50% of weekly forecast on first stop, 50% on second stop
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  • Example: "0.3;0.3;0.4" = 30%, 30%, 40% split across three stops
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  • The values should sum to 1.0 (100%)

Configuring Rounding:
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4. Set RoundThreshold to control when quantities round up vs down
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  • Example: 0.5 means 2.5 units rounds to 3, but 2.4 rounds to 2
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  • Lower threshold = more aggressive rounding up
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  • Higher threshold = more conservative rounding

5. Enable ForceToCase if the customer requires full case quantities only
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  • This converts unit suggestions to case quantities before rounding

6. Enable EnableLayerRound for accounts ordering by pallet layer
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  • Uses the product's RetailCasesPerLayer or CasesPerLayer setting
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  • Rounds to complete layers based on PromptOrderLayerThreshold

Fields And Definitions

  • Order Size: Semicolon-separated split ratios that must sum to 1.0 (or close to it)
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  • Round Threshold: Value between 0 and 1 determining the rounding cutoff point
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  • Force To Case: Boolean - when true, converts all suggestions to case units
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  • Enable Layer Round: Boolean - when true, applies layer-based rounding after standard rounding
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  • Split Sequence: Which stop in the delivery week (1st, 2nd, 3rd, etc.)
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  • Split Count: Total number of stops in the delivery week for this customer

Best Practices

  • For customers with a single weekly stop, use "1.0" as the OrderSize
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  • For customers with multiple weekly stops, align the split ratios with actual delivery patterns
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  • If customers frequently adjust quantities up, consider lowering the RoundThreshold
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  • Use ForceToCase for customers who only accept full cases
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  • Configure product-level or product type-level overrides in SuggestedOrderLimitations when different products need different rounding rules
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  • Layer rounding works best for products with consistent layer configurations in the system

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