Dollar Tree & Family Dollar Merchandising System Follow Up

Overview and demonstrations presented November 10, 2022.

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Dollar Tree & Family Dollar Merchandising System Follow Up Overview and Demonstrations

November 10, 2022

Your Oracle Retail Team

Eric Sherbacow—Oracle Retail Sales Representative for Dollar Tree

Kevin Walsh—VP Solution Consulting, Retail Merchandising, Planning & Analytics Solutions

Steve McQueen—Solution Consultant, Retail Merchandising

Austin Gwin—Solution Consultant, Retail Merchandising

Rachel Lewis—Solution Consultant, Retail Planning & Analytics

Pedro Pacheco—Director, Retail Customer Value

Agenda for November 10

The Platform for Modern Retail

Approach for Today’s Demonstrations

Briefly display DT scenarios Briefly display Oracle system process flow or description

Live demonstration as quickly as possible

Agenda for November 10

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Product Demonstration

Agenda for November 10

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Product Demonstration

Agenda for November 10

Multiple Legal Entities Additional support and flexibility to manage your business

• Manage multiple corporate entities within a single instance

• Each location is assigned entity ownership

• All transactions are captured in the Stock Ledger

• Intra- and inter-company transfers are used to transfer and sell merchandise from one entity to another

• Transaction Data –

• Intra-Company 32 – Transfer Out / 30 – Transfer In

• Inter-Company 33 – Transfer Out / 31 – Transfer In

• An inter-company margin can be captured to show the profit of the transaction

• Full support for entity rollups and reporting

Multiple Legal Entities Dollar Tree Current Configuration Example

Set of Books* ID

(Financials)

Org Unit ID (Oracle)

Family Dollar ID 1

Dollar Tree ID 2

Family Dollar ID 1001

Combo ID 1001

Dollar Tree 1002

Family Dollar Virtual Whses

Combo Store 32

Dollar Tree Virtual Whses

Combo Store 31

Combo Virtual Whses

Dollar Tree Store 21

Dollar Tree Store 22

Family Dollar Store 2

Family Dollar Store 1

Intra-Company Transfer

Inter-Company Sale*If Set of Books ID is not supported in Finance then can

configure using Transfer Entities

Multiple Legal Entities Dollar Tree Configuration – Family Dollar and Combo Stores Separate Set of Books Example

Set of Books ID

(Financials)

Org Unit ID (Oracle)

Combo ID 3

Dollar Tree ID 2

Family Dollar ID 1001

Combo ID 1003

Dollar Tree 1002

Family Dollar Virtual Whses

Combo Store 32

Dollar Tree Virtual Whses

Combo Store 31

Combo Virtual Whses

Dollar Tree Store 21

Dollar Tree Store 22

Family Dollar Store 2

Family Dollar Store 1

Intra-Company Transfer

Inter-Company Sale

Family Dollar ID 1

Org Unit Assigned at

Location Level

*If Set of Books ID is not supported in Finance then can configure using Transfer Entities

Restricted

Product Demonstration

Agenda for November 10

Scenario 2 New Store/Relocation/Expansion

Does Store Number

exist

Store created in Merch w/ Minimal

Attributes

New Store Virtual Whse

created

Create PO’s to the New Store Vir Whse

Create Allocations from VW to New Store

Whse receives alloc on release

date

Whse ships product to

store

Store acknowled ges Receipt

Financial Trans data

created upon

shipment

Intranit Updated

Create PO’s to the New Store Vir Whse

Yes

PO Shipped &

Rec’d at Whse

Create Allocations from VW to New Store

Whse receives alloc on release

date

Whse ships product to

store

Store acknowled ges Receipt

Financial Trans data

created upon

shipment

Intranit Updated

Po Shipped & Rec’d at

Whse

Store created in Merch w/ Minimal

Attributes

Assign Item/loc relation ship for

new store

Assign Item/loc relation ship for

new store

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Product Demonstration

Agenda for November 10

Purchase Orders : Vendor Managed Inventory with POSERIES

Confidential – Oracle Internal/Restricted

Supply Chain Hub

Merchandising

1. PO numbers are reserved and assigned to desired Supplier Sites

(optional)

2. PO is sent via EDI and/or Dex/Nex

2. PO is created in Supply Chain Hub

Receipt

3. Purchase Order Approval

(Optional)

4. PO is shipped to destination

5. Receiving is processed against PO

Invoice Matching

6. Invoice is sent via EDI or auto-

generated (Evaluated

Receipt Settlement)

Payment

Automating the procurement process for goods when a PO isn’t made in advance

Merchandising

Receiving data is automatically

translated into PO, receipt and Invoice

within Merchandising

Invoice Matching

Purchase Order

Invoice

Receipt

Payment

Receiving is created via Store Inventory

application

Invoices are automatched and

staged for posting to Financials

Authorized Vendors deliver goods to store

Purchasing: Vendor Managed Inventory without POSERIES

Oracle Retail Store Inventory Operations Cloud Services

Inventory Management

Shipping / Receiving

Admin Lookups Customer Order Management

Item

Supplier

Container

Finisher

Security

System Admin

Attributes

Reasons

Tolerances

Buddy Stores

Store Admin Receiving

Shipping

Warehouse

Supplier

Store

Finisher

Stock Adjustment

Stock Counting

Shelf Replenishment

Purchase Order

DSD Receiving

Transfer Receiving & Quick Receiving

RTV

RTV Shipment

Transfer Shipment

Transfers

Transfer Requests

Reserve

Pick

Reverse Pick

Fulfilment & Delivery

Reports

Trans. Scheduling

Serialization

Trans History GS1 Databar

Custom Flex Attr.

Ticket printing

RFID

Item Basket

Store Ordering

There is no PO in this process; just a store/SKU/vendor relationship table.

Show us how store / SKU / vendor authorized item relationship could be created and incorporated into the core merch solution.

5A. A vendor services the store directly, they determine how much of their (SSC Authorized) items need to be delivered/received by the store today

The Item record assigns what locations (stores and/or warehouses) the item is allowed in, as well as the source (supplier), cost, and Unit of Measure (case vs. each)

Product Demonstration

Show us how the DSD information for a new store set up is executed in the system

5B. A new store is created; we need to add DSD to these stores

A new store can be created via API from real estate management system or similar. When a Like Store is used as a template, the Delivery Schedule data from that store can be duplicated. The Item-Location record assigns what location the item is allowed in as well as the method of delivery, supplier, unit of measure and cost.

When a new store is created, a “like” store can be used as a template.

The like store’s delivery schedule can be copied to the new store.

Product Demonstration

Show us how you can set up a vendor for assumed receiving vs store confirmed receiving for invoice processing.

Assumed receipt = ASNs (today, Family Dollar DSD follows this process).

Store confirming receipt = full goods receipt (today, Dollar Tree DSD follows this process).

5C. There are two types of DSD receipts: Assumed receipt vs full goods receipt for DSD.

The option to receive by ASN, Container or Item can be set at Store level. Users at Family Dollar stores can access an ASN to receive DSD PO while users at Dollar Tree stores will need to receive by line item count.

This is not currently definable at Supplier/Location.

SERIES SOCS Store Operations

Morning: Quick Receiving

At Family Dollar, a user is able to receive Deliveries by Carton, by Item or ASN.

With an ASN, he can use the “Quick Receiving” option to simply receive the whole container.

He can review what was actually booked in if required.

SERIES SOCS Store Operations

eDSD Receiving: Direct Supplier Delivery

At Dollar Tree, a user is required to count the items received. The option to receive by ASN would be disabled.

Show us how your system can set up store/supplier order and delivery days & time for a vendor’s PO’s

5D. A vendor dropships its items to the store

In the Item record, Supplier assignment specifies if Drop Ship is allowed

In the Supplier assignment detail, Lead Time is specified.

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Product Demonstration

Agenda for November 10

Is there any store order inventory consignment that could be adjusted within the core merch system before orders release to the DC for routing/ picking?

6A. Items are in the DC, but not yet shipped to stores

Until the movements to transfer the allocated goods to a store begin, the allocation(s) may be adjusted through reallocation. When the movements begin, the allocation will be locked and no adjustments will be allowed.

Note: This can only be accomplished via third party allocation tool or the Oracle Retail Allocation solution, a separately licensed/subscribed module. It can not be done directly within Merchandising Foundation.

Can the core merch system set store reductions / increases across various merchandise (department, seasonal code like “Christmas”, or individual SKU’s) with start / end dates?

6B. Items are sitting in the warehouse & allocated to stores. These allocations to the

stores need to be reduced/added

Can the core merch system set temporary stop shipments for stores across various merchandise (department, individual SKU or list of SKU’s) with start / end dates? Can this stop shipment alert be translated to upstream systems (ex. Allocation & Replenishment)?

6C. Stop shipments in core merch system that are translated to upstream systems (ex.

Allocation & Replenishment)

Yes. The Item-Store assignment includes a ‘status’ flag. If the status is set to ‘Inactive’, the Allocation and Replenishment systems would be instructed to not send that product until status is changed to ‘Active’.

The Item-Store assignment parameters may be updated en masse via spreadsheet upload.

Is there a DC / Store schedule for process & delivery days? Can this “live” within the core merch system?

Yes. The Oracle Retail Merchandising Location record includes a delivery schedule from DC to Store and from specified suppliers to Store.

6D. DC / Store Schedule

Is there a concept of “future” DCs for assigning stores to a different DC for realignments?

Yes, if configured in an Extension.

Oracle Retail Merchandising aligns a DC/Warehouse to a Store location in the following ways:

• Locations available for transfers can be limited to a Transfer Zone to prevent excess freight or unintended transfers.

• DC/Warehouse will be assigned as primary.

• An extension can be configured to change this as of an effective date.

• Oracle Retail Merchandising Replenishment supports a date range of replenishing product from a DC to specific store (doesn’t apply with third party replenishment).

6E. A store is being realigned from one warehouse to another

Is there a Cross-dock DC concept & how would it align to the store regular DC schedule?

Yes. Oracle Retail Merchandising supports Purchase Orders with Cross Dock allocations attached. The WMS is instructed not to put these goods away but transfer them to designated locations.

It is assumed the WMS would schedule transfers based on the defined distribution schedule; Merchandising would not interfere in this process.

6F. Cross-docking with DCs

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Product Demonstration

Agenda for November 10

Thank You

Dollar Tree & Family Dollar Merchandising System Follow Up

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