T11

Merchandising and Order Management — MTO

Merchandising and Order Management — MTO: 6 courses and 30 lessons on ATMA. Every lesson is free to read, with an Excel template for each course.

T11-C01 Order to Ship: the Critical Path

1. The critical path milestones between order confirmation and shipment
2. Working backward from a ship date to set every milestone's own deadline
3. Spotting a slipped milestone before it threatens the ship date
4. Rebuilding a critical path after one milestone has already slipped
5. Building a complete critical path tracker for an order

T11-C02 Sampling and Approvals

1. The main sample types from proto to top of production and what each one proves
2. How a buyer reviews a sample and issues an approval, revision or rejection
3. Why a rejected sample resets the critical path and what a factory does next
4. Reading a sample comment sheet and turning comments into a revision plan
5. Building a complete sample approval tracker across an order's sample rounds

T11-C03 Purchase Orders and Amendments

1. What a purchase order must state before a factory can start production
2. Reading a purchase order for gaps or contradictions before accepting it
3. When a change requires a formal amendment instead of an email confirmation
4. How a quantity, price or date amendment changes a purchase order's other terms
5. Building a complete purchase order review checklist before accepting an order

T11-C04 Communication and Negotiation

1. What a merchandiser needs to confirm in writing versus what can stay verbal
2. Preparing a negotiating position on price, quantity or delivery before a call
3. Responding to a buyer's request that the factory cannot meet as stated
4. Escalating a stalled decision without damaging the working relationship
5. Building a complete negotiation preparation worksheet before a key call

T11-C05 Capacity and Order Booking

1. Deciding whether to accept a new order against a factory's already-booked capacity
2. Booking an order across multiple lines when one line alone cannot meet the date
3. Reworking a capacity plan when a live order's critical path slips
4. Weighing a rush order against the orders already booked around it
5. Building a complete order booking plan across a factory's active orders

T11-C06 Delays, Recovery, Claims and Chargebacks

1. The most common causes of a shipment delay and where each one starts
2. Choosing a recovery option when a delay is confirmed before it happens
3. How a buyer's claim for a missed date is calculated and disputed
4. Chargebacks versus claims and what a factory can and cannot negotiate
5. Deciding the right recovery option for a live delayed order

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