Embed Size (px)
Citation preview
2019‐05‐13
1
PARTS ORDERS AND RETURNS
COURSE OUTLINE
• Benefits of a suggested stock order
• Optimizing use
• Purchase orders and their impact on inventories
• Working with reservation notices
• How to maximize return efficiency
1
2
2019‐05‐13
2
SUGGESTED STOCK ORDER BENEFITS
Never be short on inventory!• Fill shelves based on sales• Increase your fill rate, reduce
fees and/or increase discounts• Less customers waiting
SUGGESTED STOCK ORDER BENEFITS
Can be scheduled
• Create customer special orders at the same time
3
4
2019‐05‐13
3
OPTIMIZING USE
• Configuration for suggested order• X33-4 Parts Parameters screen #4
OPTIMIZING USE• Configuration for suggested order
• In X33-2 Source Maintenance
• Simplified calculation• Average sales per day = total sales for
history months / number of days of history• Minimum / Maximum = average sales
per day x days of supply• If quantity is under minimum, suggest order
to reach maximum
5
6
2019‐05‐13
4
OPTIMIZING USE• Calculation of suggested quantity
• In detail• 3 conditions
OPTIMIZING USE• Calculation of manual Minimum and Maximum• Full bin
• The difference between full bin and minimum / maximum
7
8
2019‐05‐13
5
• Where is the source on the part X3-1• Changing the source manually• What is resourcing?
OPTIMIZING USE
OPTIMIZING USE
• Seasonal parts• Tires, wipers, busy period• 3 months ahead of last year *• X33-2 Sources• X3-1 info #2 takes precedence
9
10
2019‐05‐13
6
OPTIMIZING USE
HOW SEASONAL CALCULATION WORKS- X32-4 done today- Looks 12 months in the past- Jumps ahead according to number of months
configured in source
OPTIMIZING USE
• Extra days on a part• Manually added in X3-1 info #2• Boosts ordered quantity
11
12
2019‐05‐13
7
OPTIMIZING USE
• Extra Days / Cost• Based on the cost
instead of being enteredmanually X3-1
• First define extra days per brackets
• Then active the option on the source
• Useful for small parts with fast moving and lowcost
OPTIMIZING USE
• Extra Days / Cost• Gives a different result
depending on the cost
13
14
2019‐05‐13
8
OPTIMIZING USE
• Lost sales• Difference between a sale and a demand• X3-1 info #1 sale summary includes lost sales,
there is more detail in History Summary
OPTIMIZING USE
• Lost sales• 3 ways to register a lost sale
• X3-1 in the left portion in Info #1 tab• X3-1 Trans. / Adjust. tab• X5-1 in the POS document using
the L priority code
15
16
2019‐05‐13
9
OPTIMIZING USE• Suggested stock order for jobber parts
• Do I order non-manufacturer parts often?• Is this due to order mismanagement?
PURCHASE ORDERS AND THEIR IMPACT ON INVENTORYWith few simple steps I can…
• Create the part• Receive the part• Invoice the part on the document
17
18
2019‐05‐13
10
PURCHASE ORDERS AND THEIR IMPACT ON INVENTORYSimplify invoice entry
• What is a purchase code• Affect the appropriate G/L account
Cannot close a document as long as an attached PO is still open
PURCHASE ORDERS AND THEIR IMPACT ON INVENTORY
• Easy to follow your purchases
• Can be attached to a document
19
20
2019‐05‐13
11
WORKING WITH RESERVATION NOTICES
• What is a notice?
WORKING WITH RESERVATION NOTICES
• Who can access : manage permissions through SDSSECUR• Allow key users access to X32-1 and the ability to modify only the last notice• Can give access to reservations and notices without modification
21
22
2019‐05‐13
12
WORKING WITH RESERVATION NOTICES• Unshipped parts report X325-3• Omit reservations with notices
HOW TO MAXIMIZE RETURN EFFICIENCY• Suggested Return
• Save a selection• Return Code / Category / Product Group• Certain manufacturers have their own return codes
directly in the Price Book
23
24
2019‐05‐13
13
HOW TO MAXIMIZE RETURN EFFICIENCY• Suggested Return
• If you manually enter your own return codes, you must deactivate the return code update from the Price Book in X33-1 Vendor #3
HOW TO MAXIMIZE RETURN EFFICIENCY• Suggested Return
• Number of months without sales (Sales VS Movement)
• Unit prices• Values• Report of returnable parts not included• Return all quantities in inventory
25
26
2019‐05‐13
14
HOW TO MAXIMIZE RETURN EFFICIENCY• Suggested Return• Suggested return for $0,01 part list
HOW TO MAXIMIZE RETURN EFFICIENCY
• Inventory movement in StatsOnline
27
28
2019‐05‐13
15
QUESTIONS?
THANK YOU !
29
30
