New to supply chain? New to Walmart? Get the supply chain knowledge needed to succeed in OTIF, forecasting and replenishment in this 3-day training course.

Save $195 when you purchase the suite instead of individual classes.


Dates & Locations
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Master supply chain in 3 days. Discover all the steps in Walmart’s supply chain as well as the reasons behind them. Learn GRS Demand Forecasting, GRS Fulfillment, OTIF, and Load Quality from experienced facilitators using the most up-to-date information available. Outstanding training for the new team member who needs to get up to speed quickly and for the veteran eager to master Walmart’s recent supply chain changes.

Who should take this course:
Those new to forecasting, replenishment, fulfillment, OTIF; those wanting to be up-to-the-minute with Walmart’s supply chain requirements and procedures; those wanting to remove supply chain errors and reduce penalties.
NOTE: 8th & Walton classes are exclusively for Walmart suppliers; only a supplier who works directly with Walmart may register.

PRE-REQUISITES: Knowledge of Retail Link® navigation and ability to create a report. You can learn both in the Retail Link® 1: Basics class.

You Will Learn

Day One:
How to Navigate Walmart’s Supply Chain

    SQEP (Supplier Quality Excellence Program)
  • Overview and portal
  • Defects, fines, and invoicing
  • ASN (Advance Shipment Notification)
  • FIXit
    • What you must know about packaging, labeling, shipping
    • Case markings and labels
    • Inner pack
    • Meat and poultry cases
    • ASN shipping
    • Shipping labels LTL
    • Shipping labels for cases and pallets
      • Requirements for pallets and bagged items shipping to Walmart
        • Types of cases (configurations)
        • Hazmat label requirements
          • DC types
          • Automated RDCs
          • CenterPoint Consolidation
            • Lead Time Audit: When to do one and when not to do one

Day Two:
Forecasting & Replenishment With Retail Link® Data

    Introduction to replenishment
  • The Basic/Walmart Information Report
  • Reasons for being out of stock
  • What influences product demand
  • Challenges of demand forecasting
    • Replenishment overview
    • The replenishment pyramid
    • When to create a Consumer ID (CID)
    • Components of demand forecasting: mean, trend, seasonality
    • Introducing a new item
      • Demand forecast
      • The forecasting process
      • When to cleanse your history
      • Best practices for history start dates
      • Best practices for new item location
      • Best practices for promotions
      • How to create and use the Item 52 Week Forecast Report
      • How to create and use the Last 13 Week Sales Next 13 Week Forecast Report
      • How to use the Supplier View Instock Tool (SVIT)
      • How to create and use the Future Valid Item Store Query
        • Introduction to NOVA
          • Plan analysis
          • Safety stock
          • Allocation calendar
          • Lead time
          • Best practices for a Lead Time Audit
          • Best practices for New Items/New Mods
          • Best practices for End of Life (EOL)
          • Supplier closings
            • Understanding the significance of:
            • Optimization and Economic Order Quantity (EOQ)
            • Truck load optimization (TLO)
              • How to create and use these reports:
              • Supply Plan Item
              • Supply Plan Item/DC
              • Out of Stock Root Cause Dashboard
                • Working well with Walmart’s replenishment team

Day Three:

    NEW: NOVA & Revised OTIF Requirements
      OTIF Overview
    • 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
      • OTIF Scorecard
      • 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
                  • Practical help
                  • 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
                      • NOVA
                      • Overview
                      • Simple and multiple PO search
                      • PO creation and maintenance
                      • Error messages and FAQs

9:00 A.M. TO 4:30 P.M. CENTRAL TIME.

PRICE: $1,755



  • Each student must register; one participant per registration.
  • Each student must use his/her camera throughout class.
  • Register using your supplier email address.
  • Have authorized access to Retail Link®.
  • Have your Retail Link® ID and password.
  • Have Excel ready to use.

  • NOTE REGARDING NOVA: Access to NOVA is not a requirement, but some suppliers get it so they can more fully appreciate the class. Once you register, we will send you the steps you need to take if you wish to have access to NOVA.
    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 24 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.

      Joel Graham is a seasoned leader with 34 years of retail experience, 28 of them with Walmart and Sam’s Club. He led the Sam’s Club UPC/Item File Team for 10 years and worked in Walmart’s buying, replenishment, and operations areas as well as in its frozen, candy, HBA, OTC, pets, and dry grocery categories. An expert facilitator and advisor with over 15 years of presentation experience, Joel’s specialties include item file creation and management; packaging; accounting; compliance, including WERCS and factory disclosure; GTIN/GS1/Data Sync/GDSN; and all aspects of Retail Link®, DSS reporting, supply chain, and e-commerce.

      Enroll Today!



      These classes are a must in order to become a high performance supplier for Walmart.

      - Talone - 4/20/21 VMI Replenishment Manager