FINES, DEDUCTIONS & COMPLIANCE SUITE
Yes, Walmart supplier, you can reduce or eliminate your Walmart fines. In two half days and one full day, you will learn Walmart’s requirements so you can build a plan to correct and sharpen your performance. Suppliers who have taken these classes have saved thousands in deductions — improving their bottom line immediately.
Save $179 when you purchase the suite instead of individual classes.
Starting with up-to-the-minute OTIF instructional material, our experts will help you build a solid foundation of knowledge so you can reduce errors and save money. First they will teach you what Walmart wants from its suppliers. Then you will learn the steps to a better OTIF score, how to identify recurring exceptions, what resolution options you have, how to prevent PO problems.
Moving next to SQEP instruction, our supply chain instructors will walk you through Walmart’s quest for greater accuracy so you can reduce errors and save money. First they will teach you why Walmart is taking this stance. Then you will learn about PO errors, the steps in the ASN process, common defects in barcodes and labeling. In other words, you will learn how to build a business that avoids penalties.
Finally, in Accounting, Invoicing & Deductions, you’ll review the entire Walmart accounting process, starting with your supplier agreement so you can reduce errors and save money. You’ll learn Walmart’s practices and its expectations of its suppliers, invoicing pitfalls, how OTIF interfaces with accounting, how to communicate a dispute and submit its documentation.
Who should take this training:
Those working in supply chain, accounting or in-bound quality; team leads; operations managers; claims and acquisition specialists; account managers; executives.
NOTES: 8th & Walton classes are exclusively for Walmart suppliers; only a supplier who works directly with Walmart may register. This class is intended for domestic suppliers only; it not intended for direct import suppliers.
- Knowledge of Retail Link® navigation and ability to create a report. In the OTIF portion of this suite, students run DSS reports. If you do not know how to run reports, prior to taking this suite take Retail Link® 1 to learn the basics of creating reports and Retail Link® 2 to practice making them.
- Your company also must have some Walmart history (POs and shipping) so that you have data to view and analyze in class. In these classes, you will spend considerable time working with your actual data.
You Will Learn
NEW: Revised OTIF Requirements
- Walmart’s goals and expectations
- Details of Arrival Compliance
- Differences between system-generated and manual orders
- Penalties and timing of charges
- Roles and responsibilities for Walmart and for its suppliers
- Why teamwork is important
- How to navigate the Performance page
- How to view POs by line
- How to navigate the Charges page
How to schedule a delivery
E-commerce and OTIF
- Causes for charges on FedEx Small Parcels
- How to report a late or missed pick-up
Transportation Portal (TSCP)
- Gaining access
- Best practices for entering POs
- How to confirm a PO
- How to mass confirm a group of POs
How and when to do a Lead Time Audit
Analyzing your business
- Item 52 Week Forecast Report
- Supply Plan by Order Date Report
- Supply Plan by Receive Report
- OTIF Checklist
- Flowchart to fix MABD Issues
- Flowchart to fix Fill Rate Issues
- How to develop an OTIF Action Plan
- How to use the DC Appointment Scheduler
Introduction to SQEP
- What it is
- Timeline of its four phases
- List of possible defects
- SQEP Performance Summary
How SQEP benefits suppliers
SQEP Timeline and Dashboard
- PO defects and their definitions
- Plan of action
- How a fine is built
- The significance of the invoicing schedule
- Required information
- What is/what is not applicable
Advance Shipment Notification (ASN)
- The purpose of ASN
- Steps in the ASN process
- Impact of using/not using ASN
- Plan of action
Phase II – Barcodes & Labeling
- Tools to help you
- Value of the relevant system-generated email
- List of common defects
- Compliant/non-compliant examples
Phase III – Packaging, Pallets, and Load Quality
- Compliant/non-compliant examples
- Cost comparison of making/not making corrections
Plan of action for Phases II, II and IV
Plan of action for Phases II, III and IV
Accounting, Invoicing & Deductions
The importance of understanding your supplier agreement
Common AP errors and how to avoid them
- General information and best practices
- The supplier’s responsibility
- Why invoices are paid incorrectly and at the wrong time
- Match and Pay invoices
- What the Accounting Scorecard does and how to use its findings
Everything you need to know about APIS (Accounts Payable Inquiry System)
How to seek support from EBS (Enterprise Business Services) and Genpact
How to create a custom PO Receiving Report and where to locate the NOVA app
How OTIF interfaces with accounting
- Walmart’s expectations
- Navigating the OTIF Scorecard and Charges page
Types of deductions and the process for each
- Vendor agreement disputes
- Invoice discrepancies
- Shipping claims
Deductions research and PO Receivables reports
- The necessary documentation
- How to obtain a copy
What High Radius is and how to use it to reconcile AR invoices
Dispute Portal: How to communicate a dispute, submit its documentation, and track its status
- When to use the APDP app vs High Radius
- Disputes that are pending
- Key points and best practices
- Top 10 root causes of claims
- Top 10 types of claims
- Why a post audit deduction request should be a top priority
- THIS SUITE IS 3 CLASSES. EACH IS A LIVE ZOOM MEETING WITH A MAXIMUM OF 10 PARTICIPANTS/INSTRUCTOR.
DAY ONE RUNS 9:00 A.M. TO 1:00 P.M. CENTRAL TIME. DAY TWO RUNS 9:00 A.M. TO NOON CENTRAL TIME. DAY THREE RUNS 9:00 A.M. TO 4:30 P.M. CENTRAL TIME.
YOU WILL SAVE $179 BY PURCHASING THE SUITE INSTEAD OF INDIVIDUAL CLASSES
Registration closes at 3 P.M. Central Time on the last business day prior to the first class in the suite. Please use your supplier email address to register.
- Each student must register; one participant per registration.
- Each student must use his/her camera throughout class.
- You must have authorized access to Retail Link®.
- You must have a Retail Link® ID and password.
- Please have Excel ready to use.
- NOTE FOR NEW WALMART SUPPLIERS: In order to produce valid reports, your company should be shipping to Walmart prior to taking this class. Since our classes do not use dummy data, if you are not shipping to Walmart, you will have no data with which to produce reports.
Meet Your Teachers
Lori Carter has had a remarkable breadth of experience in her 28 year retail career. It began at Walmart and Sam’s Club where she became a Retail Link® analyst and replenishment specialist. As a supplier and working on behalf of suppliers, Lori has managed e-commerce accounts, analyzed data, improved OTIF scores and resolved transportation issues. Lori also serves as an administrator of the Walmart Supplier Support Group on FaceBook. Here she answers suppliers’ questions, an experience that has given her a deep understanding of the current needs of the Walmart supplier.
Terry Clear was at Walmart for nearly 10 years, five of which were on the GRS project, starting with pre go-live foundational work, later working with the database to migrate external data into the Walmart data warehouse. While on the GRS project, Terry earned a supply chain patent for process improvement for perishable product in the Walmart Express stores. Later, Terry moved to the Walmart Transportation/Logistics Division as a Senior Manager of Merchandise Logistics for Consumables, Health and Wellness. As Merchandising Logistics Manager, Terry was responsible for solving supply chain challenges including ship point alignments, prepaid or collect analyses, new supplier transportation onboarding, pack analyses, and optimization of the supply chain for multi-supplier private label products.
Heather Reid worked for Walmart Canada for 22 years prior to joining Canada’s 8th & Walton in 2016. While at Walmart, she organized and facilitated its Retail Link® and various system-training programs for both internal and external Walmart customers. She also facilitated a four-day supplier training session on a bi-weekly basis, teaching over 2,000 suppliers. She has a vast knowledge of Replenishment (GRS) and is an expert in Retail Link® and in Accounting for both Walmart Canada and Walmart US. In addition to her deep knowledge of retail systems, Heather is an extraordinary teacher. She holds a diploma in Human Resources, Marketing, and Accounting and has held the Canadian Human Resource Leader (CHRL) designation.
Training was really good. I especially like Heather’s teaching style – as she was not rushing through material but taking her time and calling on the class constantly to ensure everyone understood. Terry and Lori were good, too. There was a lot of material that I already utilized and understood – but as always – a few hidden gems I didn’t know about yet. I also liked that across all 3 classes – that there was some cross-referencing of material – providing a refresher on certain topics. The handouts will come in handy and I will definitely put what I have learned to good use.
- Ninette - 3.10.22 Director of Replenishment
The courses were great. I learned a lot.
- Julie - 3.10.22 Sales and Reporting Analyst