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OR Inventory  01 Introd
 
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Просмотров: 1746 sunil mohod
Introduction to Capacity Planning
 
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Includes topics such as, - defining and measuring capacity - determinants of effective capacity - evaluating capacity alternatives - make or buy decisions - cost-volume analysis - planning service capacity - financial analysis
Просмотров: 48675 Bharatendra Rai
Resource Capacity Planner - Excel Template - Team Capacity  (Hours) Planning
 
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In this article, we will be taking up monthly capacity planning for a team. We will be using the Resource Capacity Planner Excel Template in this exercise. (Link: https://indzara.com/product/resource-capacity-planner-excel-template/) SCENARIO: We are responsible for planning our team’s capacity every month. We need to have a realistic view of how much work can be done by our team next month, taking into account the availability of each of our team members during the month. This will allow us to commit to our leadership on deliverables’ scope and if needed ask for more resource or to reduce the deliverables. Resource Capacity Planner Excel template is helpful in understanding the available resource capacity, comparing with demand and identifying surplus/deficit capacity by skill groups. The template takes the resource availability, holidays, weekends, overtime and vacation data to calculate capacity. Then, based on your input demand data, it can calculate the surplus/deficit capacity. In addition, you can generate an employee availability report. It can be used in different environments. For example, a manager leading a team can use this to plan capacity of his team every month. A project manager who is working on a multi-month long project can plan the resource capacity for the entire duration. This can also be used outside corporate environments wherever you want to compare demand vs capacity. Simple and Effective Excel Templates: http://www.indzara.com/ Free Excel Templates: http://www.indzara.com/free-excel-tem... Premium Excel Templates: http://www.indzara.com/shop/ Project Management Templates: http://www.indzara.com/project-manage... Inventory Management Templates: http://www.indzara.com/inventory-mana... Free Excel Course: http://www.indzara.com/useful-excel-f... Social: Subscribe to YouTube: http://www.youtube.com/user/theindzar... Facebook: https://www.facebook.com/theindzara YouTube: https://www.youtube.com/user/theindzara LinkedIn: https://www.linkedin.com/company/indzara Twitter: https://www.youtube.com/user/theindzara
Просмотров: 48222 Indzara
Tip Tuesday: Forecasting Tool
 
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Today's tip is on the Ekos forecasting tool – a powerful feature that lets your production team, managers, and sales team view the movements of your raw materials, WIP volume, and finished goods in real time. Many of our users request reports to see what their planned product volume is for a month compared to customer invoices – the forecasting tool can be considered a live, real time report that gives you this exact information at the click of a button. You can also drill into each month, week, or day to see a targeted list of data that is relevant in that moment. When your production team plans batches and creates packaging plans, your sales team can see what finished goods inventory they have available to sell, down to the date. It also alerts you when quantities of an item go negative, or reaching their reorder point, by different color indicators. From a high level, you can see what's in the red and where you may hit an insufficient inventory warning, allowing you to correct your mistake before it's even made. Let the Forecasting Tool help guide your purchasing, production, and customer sales with data you've already created, giving some time back to your team. That's it for today's tip – we'll see you next Tuesday!
Просмотров: 409 Ekos
Manufacturing Performance Webinar:  SyteLine Forecasting SytePlan S&OP
 
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Manufacturing Performance Webinar: CloudSuite Industrial (SyteLine) Forecasting and SytePlan S&OP with expert Steve Baker, CPA, CPIM Infor CloudSuite Industrial (SyteLine) Forecasting helps you: • Forecast efficiently • Improve your operation • Automate forecasting • Collect data • Calculate forecasts • Analyze data • Adapt the forecast • Calculate optimum inventory levels • Perform top-down forecasting • Optimize forecasting • Reduce costs by reducing inventory levels • Minimize material shortages and stock outs • Decrease the time to prepare forecasts • Increase forecast accuracy For discrete manufacturers like you, maintaining an efficient operation and healthy bottom line requires that you have an automated and organized approach to forecasting. You need to make sure that you can determine that the right amounts of raw materials and components are at the right place and at the right time, in order to best meet customer demand. Infor CloudSuite Industrial (SyteLine) SytePlan helps you manage your sales and operations planning process so your team can work together to create and manage operation plans. With SytePlan, you’ll improve your ability to: • Develop a top-down plan for sales and margin in dollars and units, by product group, customer type, and salesperson for single or multiple locations • Integrate your multi-dimensional sales plan with your material planning and demand forecasting process • Compare plans to forecasts, shipments, backlog, or WIP, and identify supply issues • Project sales and inventory through month-end • Analyze rough-cut capacity needs, on-time performance, and inventory turns • Track changes in your forecast over time and compare that to actual sales • Analyze margin by customer, salesperson, product, or territory • Organize and assign the tasks required to implement your S&OP process Infor SyteLine SytePlan helps you develop a realistic operations plan and manage performance against that plan with tools that help synchronize your sales plan with your production plan. __________________________ Godlan achieved a TEC Accreditation for ERP Solutions in 2013 and 2014, was awarded the Infor North America SyteLine ERP Partner of the Year 2011, Infor Regional Partner of the Year 2013, and is an approved Infor Gold Channel Partner serving customers for over 30 years. For more information, visit godlan.com or call 586-464-4400. About Godlan Godlan is a leading manufacturing performance specialist that has been implementing integrated technology solutions since 1984. As an approved Infor Gold Channel Partner with a focus on Infor CloudSuite Industrial (SyteLine) ERP, Godlan supports the implementation of world-class processes and best practices throughout discrete manufacturing organizations. For more information about Godlan, its mobile application InSync Barcode, or Infor SyteLine ERP manufacturing software demos call 586-464-4400 or visit www.godlan.com About Infor CloudSuite Industrial (SyteLine) Infor CloudSuite Industrial (SyteLine) ERP provides the foundation to improve business efficiency, customer service, and overall manufacturing productivity for a broad range of industries, including metal fabrication, industrial equipment and machinery, high-tech and electronics, and more. Manufacturers can now unlock the potential of their people and capabilities and get software that works the way they think with the latest release of Infor CloudSuite Industrial (SyteLine). Manufacturers will be able to expand capabilities, get a new look and feel, take advantage of additional industry-specific capabilities, and increase visibility into their business at all levels. Infor customers include: + 19 of the top 20 aerospace companies + 12 of the top 13 high tech companies + 10 of the top 10 pharmaceutical companies + 21 of the 25 largest US health delivery networks + 16 of the 20 largest US cities + 84 of the top 100 automotive suppliers + 31 of the top 50 industrial distributors + 5 of the top 9 brewers Infor CloudSuite Industrial (SyteLine) ERP is ideal for Discrete Manufacturers such as: Aerospace & Defense, Automotive & OEM, Furniture & Fixtures, High Tech & Electronics, Industrial & Equipment, Medical Device, Metal Fabrication, Military & Government Contract, Rubber & Plastics, Specialty Vehicle & RV, Boat & Shipbuilding . . . and more!!
Просмотров: 3015 Godlan Erp
Enhanced Batch Process Prep Steps
 
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Just wanted to give you a few insights and next steps for the enhanced batch process that's heading your way. This new process will help with task management – now giving you the ability to assign tasks to teams or individuals, watch their progress in a calendar view and interact with your team in a new way. It will also allow your team to plan ingredient additions multiple days into the process (think dry-hopping) and provide new batch dashboards. To learn more about these enhancements check out the Knowledge Base – in the Enhanced Batch Process section you’ll find multiple articles and visuals relating to each of these features. With all these enhancements – there are a few recommended steps we’d like for you to start. First – we need your team to start reviewing your recipes. When you upgrade – each of your recipe phases will be converted to tasks. What do we mean by this - on your current recipe every ingredient is given a "Recipe Phase" some of you may have customized these to have more than others. Think about how many different tasks – like these (insert screen capture) you want to manage during batch production. Our suggestion at minimum is to have a Brewhouse phase and a Dry hop phase. Next – we want you to consider 2 options when upgrading your customized Ekos to the enhanced batch process. Decide if your team wants to upgrade and maintain all historical Ekos data OR if your team would rather upgrade with a fresh site. This would mean clearing your current recipes, inventory, batches, and sales - allowing you to rebuild the data from scratch. If you decide to clear your data – no bother in updating your recipe phases you will get to customize your tasks after the upgrade! One more thing to note – if your team currently uses Ekos to populate your BRO this is still to come in the enhanced process and we recommend you holding off on upgrading. Keep an eye on your inbox for more emails relating to the enhanced batch process and how to get started after your recipe updates are complete.
Просмотров: 553 Ekos
The business budgeting process-get control of your money!
 
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http://theawesomeliving.com/the-business-budgeting-process If your business is getting started, THE goal is to start bringing in revenue so that your upfront expenses begin to be covered. If you have $50,000 in expenses the first year and $50,000 in income, you may be still afloat or you may be out of business, depending on how you planned your budget. What is budgeting? It is planning for income and expenses over a period of time. What should you include in your budget? TIME Equipment costs Storage costs for equipment State Licensing and Registration fees Insurance- liability, health, and/or equipment depending on your business Office supplies Legal, Accounting, and Bookkeeping Expenses Website (design and maintenance) Professional Training (continuing education, seminars, online training, etc) Professional Memberships (Chamber of Commerce, other professional organizations) Telephone MARKETING-The best way to increase revenues is to increase your marketing efforts. Planning the Budget Keep in mind that some of these costs are going to be fixed, some will be variable. Do what you can to maintain a low fixed cost business to give yourself more options when cash gets tight. Remember that it's critical to plan for marketing upfront so that your business will acquire customers. There are many low cost marketing strategies that you can try to see what works before spending $1,000's on something like a billboard. When you're just getting started, it's likely that you'll be optimistic and plan your income accordingly. Timing your cash flow is what will be the challenge. Plan for the expenses you know about month by month. Add a buffer for unexpected expenses that will come up. Plan for a gradual increase in income- be conservative. Unless you have an established clientele base that you're taking with you (ie hairdresser, financial planner) new customers will be somewhat cautious and watch from a distance before trusting that you're going to stay in business. Work the Plan Once you've established your budget plan, you may see that expenses are exceeding income for a few months. Be sure you have enough savings to carry you through those months, and some months beyond that. If you're leaving another job, be sure to have a solid marketing plan to get revenues right away. If you're doing your business part-time, don't think about leaving until you've proven a few months of income exceeding expenses. Do your best to stay on track but if things come up, don't be surprised. Remember to focus on generating revenue by getting customers, not growing inventory or equipment stockpiles. For detailed explanations on this aspect of business planning, get more details at http://theawesomeliving.com/the-business-budgeting-process/ Jenn Glidden and other experts share their experience with starting businesses for success.
Просмотров: 8932 Jenn Glidden
Advanced Inventory Allocation & Reservation
 
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Your Inventory. Integrated. www.connectedbusiness.com/inventory.html The integrated solution for Distribution, Retail and eCommerce. www.connectedbusiness.com When you have product in stock, Connected Business seamlessly allocates against the quantity in stock. Your customer can order at will and with the click of their mouse, your stock is immediately allocated accordingly, leaving the inventory levels accurate for the next order. When you have product out of stock, with an open P.O., you can reserve against the quantity on that P.O. Your customer is immediately notified of the date the product will be shipped.
Просмотров: 685 Connected Business
Projecting the 3 Financial Statements: The Balance Sheet
 
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In this tutorial, you will learn how to decide which Income Statement line items Balance Sheet accounts such as Accounts Receivable, Prepaid Expenses, and Deferred Revenue should be linked to. You’ll also see an example of how to check your work, how to tell when you’ve linked something incorrectly, and what to do with more “random” line items. Table of Contents: 2:23: The Rough Answer to Projecting Balance Sheet Line Items 5:43: Rules of Thumb for Specific Line Items 9:36: Example for Atlassian – Checking Your Work 14:38: How to Handle “Random” Line Items 16:30: Recap and Summary The Rough Answer to Projecting Balance Sheet Line Items The rough answer is: “Stop worrying about what each individual item should be linked to, and instead worry about the OVERALL change in working capital as a % of the change in revenue.” This question represents a case of overlooking the forest for the trees – yes, how you link individual items can make a difference, but it does NOT make a bigger difference than the overall change in working capital. Remember that all that Balance Sheet items such as Accounts Receivable, Prepaid Expenses, Inventory, and Deferred Revenue really impact is the company’s cash flow – does it spend cash as it grows, or does it earn more cash as a result of growth? If you understand that bigger picture item, you’ll be well on your way to “getting” this concept. Rules of Thumb for Specific Line Items Accounts Receivable: Link it to revenue. Deferred Revenue: Link it to revenue. Inventory: Link it to COGS. Accounts Payable, Accrued Expenses, and Prepaid Expenses: Link these to COGS, or OpEx, or both, depending on the company. “Other” Assets or Liabilities: Hold these constant or link them to revenue. “Random” Items: Find a matching Income Statement item and link them there, or make them a percentage of revenue. Example for Atlassian – Checking Your Work For Atlassian, we check all the numbers by calculating the historical Change in Working Capital and then comparing the Change in WC as a % of the Change in Revenue to the future numbers there. Historically, the average Change in WC as a % of the Change in Revenue was around 23%, and going forward it is set to approximately 10-20%, so we feel it is a reasonable estimate. If we had linked to an incorrect line item instead, such as linking Trade Payables to Revenue rather than OpEx, it would be fairly noticeable since the Change in WC would not follow a clean trend. How to Handle “Random” Line Items For “random items,” such as Maintenance Provisions on a company’s Balance Sheet, you can always try to match them with the relevant Income Statement line items. That works in this example for EasyJet. If that doesn’t work, you could just set these items to a % of revenue instead and simplify the whole process. You can check your work with the same method: calculate the Change in WC as a % of the Change in Revenue and verify that it follows a relatively clean trend line over time. Recap and Summary Whenever you build 3-statement projections, always start with the END GOAL – measuring the cash flow impact – in mind. Accounts Receivable and Deferred Revenue: Link it to revenue. Inventory: Link it to COGS. Accounts Payable, Accrued Expenses, and Prepaid Expenses: Link these to COGS, or OpEx, or both, depending on the company. “Other” Assets or Liabilities: Hold these constant or link them to revenue. “Random” Items: Find a matching Income Statement item and link them there, or make them a percentage of revenue. To check your work, determine if the company spends in advance of its growth (the Change in WC as a % of the Change in Revenue will be negative), or whether it gets extra money as a result of its growth (the Change in WC as a % of the Change in Revenue will be positive).
Using Excel for Basic Forecast Smoothing
 
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Naive forecast, moving average, weighted moving average, and exponential smoothing with monthly data and excel.
Просмотров: 279195 SpaceOverTime
Replenishment Process Tune-Up
 
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Retail Allocation and Replenishment Optimization challenges, recommendations and strategies.
Просмотров: 268 Parker Avery
2017 Business Plan: Path to $100,000 Annual Ebay Sales - The power of Reverse Engineering Goals
 
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2017 Business Plan review of my path to $100,000 in Ebay sales as well as a detailed description of the necessary steps to achieve it. As a reseller and entrepreneur, setting aggresive goals with a detailed plan to achieve them is vital to being successful. To drive a high sales volume, profit margin and overall happiness, I will need to be diligent in following my plan. What goals do you set for your business? Are they all profit oriented? Sales oriented? Or are there other pillars? Mine for this year is going to be well balanced with an additional focus on mental and physical health. This will ensure the longevity of me personally as well as the growth of my future business. Let me know in the comments what your goals are for 2017!
Просмотров: 2744 Endless Entrepreneurs
What is AGGREGATE PLANNING? What does AGGREGATE PLANNING mean? AGGREGATE PLANNING meaning
 
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Do you travel a lot? Get yourself a mobile application to find THE CHEAPEST airline tickets deals available on the market: ANDROID - http://android.theaudiopedia.com - IPHONE - http://iphone.theaudiopedia.com or get BEST HOTEL DEALS worldwide: ANDROID - htttp://androidhotels.theaudiopedia.com - IPHONE - htttp://iphonehotels.theaudiopedia.com What is AGGREGATE PLANNING? What does AGGREGATE PLANNING mean? AGGREGATE PLANNING meaning - AGGREGATE PLANNING definition - AGGREGATE PLANNING explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Aggregate planning is an operational activity that does an aggregate plan for the production process, in advance of 6 to 18 months, to give an idea to management as to what quantity of materials and other resources are to be procured and when, so that the total cost of operations of the organization is kept to the minimum over that period. The quantity of outsourcing, subcontracting of items, overtime of labour, numbers to be hired and fired in each period and the amount of inventory to be held in stock and to be backlogged for each period are decided. All of these activities are done within the framework of the company ethics, policies, and long term commitment to the society, community and the country of operation. Aggregate planning has certain prerequired inputs which are inevitable. They include: 1. Information about the resources and the facilities available. 2. Demand forecast for the period for which the planning has to be done. 3. Cost of various alternatives and resources. This includes cost of holding inventory, ordering cost, cost of production through various production alternatives like subcontracting, backordering and overtime. 4. Organizational policies regarding the usage of above alternatives. "Aggregate Planning is concerned with matching supply and demand of output over the medium time range, up to approximately 12 months into the future. The term aggregate implies that the planning is done for a single overall measure of output or, at the most, a few aggregated product categories. The aim of aggregate planning is to set overall output levels in the near to medium future in the face of fluctuating or uncertain demands. Aggregate planning might seek to influence demand as well as supply.
Просмотров: 14466 The Audiopedia
What is SAFETY STOCK? What does SAFETY STOCK mean? SAFETY STOCK meaning, definition & explanation
 
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What is SAFETY STOCK? What does SAFETY STOCK mean? SAFETY STOCK meaning - SAFETY STOCK definition - SAFETY STOCK explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Safety stock term used by logisticians to describe a level of extra stock that is maintained to mitigate risk of stockouts (shortfall in raw material or packaging) due to uncertainties in supply and demand. Adequate safety stock levels permit business operations to proceed according to their plans. Safety stock is held when there is uncertainty in demand, supply, or manufacturing yield; it serves as an insurance against stockouts. Safety stock is an additional quantity of an item held in the inventory in order to reduce the risk that the item will be out of stock, safety stock act as a buffer stock in case the sales are greater than planned and or the supplier is unable to deliver the additional units at the expected time. With a new product, safety stock can be utilized as a strategic tool until the company can judge how accurate their forecast is after the first few years, especially when used with a material requirements planning worksheet. The less accurate the forecast, the more safety stock is required to ensure a given level of service. With a material requirements planning (MRP) worksheet a company can judge how much they will need to produce to meet their forecasted sales demand without relying on safety stock. However, a common strategy is to try and reduce the level of safety stock to help keep inventory costs low once the product demand becomes more predictable. This can be extremely important for companies with a smaller financial cushion or those trying to run on lean manufacturing, which is aimed towards eliminating waste throughout the production process. The amount of safety stock an organization chooses to keep on hand can dramatically affect their business. Too much safety stock can result in high holding costs of inventory. In addition, products which are stored for too long a time can spoil, expire, or break during the warehousing process. Too little safety stock can result in lost sales and, thus, a higher rate of customer turnover. As a result, finding the right balance between too much and too little safety stock is essential. Safety stocks are mainly used in a "Make To Stock" manufacturing strategy. This strategy is employed when the lead time of manufacturing is too long to satisfy the customer demand at the right cost/quality/waiting time. The main goal of safety stocks is to absorb the variability of customer demand. Indeed, Production Planning is based on a forecast, which is (by definition) different from the real demand. By absorbing these variations, safety stock improves the customer service level. Creating a safety stock will also prevent stock-outs from other variations, like an upward trend in customer demand. Safety stock is used as a buffer to protect organizations from stockouts caused by inaccurate planning or poor schedule adherence by suppliers. As such, its cost (in both material and management) is often seen as a drain on financial resources that results in reduction initiatives. In addition, time-sensitive goods such as food, drink, and other perishable items could spoil and go to waste if held as safety stock for too long. Various methods exist to reduce safety stock: these include better use of technology, increased collaboration with suppliers, and more accurate forecasting. In a lean supply environment, lead times are reduced, which can help minimize safety stock levels, thus reducing the likelihood and impact of stockouts. Due to the cost of safety stock, many organizations opt for a service level-led safety stock calculation; for example, a 95% service level could result in stockouts, but is at a level that is acceptable to the company. The lower the service level, the lower the requirement for safety stock.
Просмотров: 5752 The Audiopedia
Forecast Function in MS Excel
 
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The forecast function in MS Excel can be used to forecast sales, consumer trends and even weight loss! For more details: http://www.familycomputerclub.com/excel/forecast-function-in-excel.html Get the book Excel 2016 Power Programming with VBA: http://amzn.to/2kDP35V If you are from India you can get this book here: http://amzn.to/2jzJGqU
Просмотров: 513096 Dinesh Kumar Takyar
Learn how to reduce excess inventory, working capital and stock outs with Sage Inventory Advisor
 
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Sage Inventory Advisor is a new, affordable, cloud-based solution that will help you to reduce excess inventory, working capital and stock outs. It connects to your DM2 Petroleum Insights system to deliver health-checks on the inventory that makes a difference to your bottom line, reduce the time you spend forecasting and help you determine the optimal investment required to achieve target fill rates. A web-based and mobile solution, Sage Inventory Advisor is easy to use and slashes the time you'll spend on forecasts and ordering. It can be implemented cost effectively and used in just hours. Watch to learn how Sage Inventory Advisor will help you: - Reduce excess inventory by 10%-15% by continuously monitoring all your inherent inventory risks and setting optimal safety stock to mitigate those risks - Reduce working capital and free up 15%-20% of cash tied into inventory by identifying potential problem items and getting inventory level status based on calculated metrics to help make better planning and buying decisions - Improve fill rates by 2%-10% and reduce stock outs by analyzing real-time sales and inventory data, produce quality forecasts, and obtain optimal replenishment recommendations for better fill rates - Reduce time spent on forecasting by 50% by eliminating manual forecast import/export, calculations and dynamically transmitting inventory and forecast data for calculation and analysis Les Johnson, the Controller for Hubert Glass Oil and current DM2 customer, will also be joining us to share how he has been able to use Sage Inventory Advisor to transform Hubert Glass Oil's purchasing process and save more than $300,000.00.
Просмотров: 2322 DM2 Software, Inc.
Stock Replenishment Order
 
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Replenishing inventory when stocking levels are low is a common business process. The video goes through the process of deciding what needs to be purchased, through the creation of the Purchase Order, and provides a demonstration of an employee using a mobile device to record the receipt of these parts which in turn updates the Purchase Order and increases the inventory of these parts http://www.rmiusa.com
Просмотров: 1716 RMI ADVANTAGE
Acumatica Supply Chain Planning and Forecasting 1
 
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Acumatica Supply Chain features fit both brick-and-mortar and cloud-based businesses that sell warehouse inventory. This introduction shows a quick overview of forecasting, inventory planning and purchase order generation. Call (714)662-1111 for more information or email info@dyna-cast.com or visit www.dyna-cast.com.
Просмотров: 463 mbsPartners
Achieving Supply Chain Management Goals With Robust, Easy-to-Use Forecasting Software
 
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http://www.demandsolutions.com/ This Demand Planning Manager of Global Operations for Metso, a company that builds to order parts such as valves, describes Metso's need for implementing and using Demand Solutions' Forecast Management and Requirements Planning software solutions. Metso had a goal of exploding family-level forecasts down to bills of material and component-level forecasts. Experienced, knowledgeable Demand Solutions consultants eased the process, helping to make the implementation goals achievable in a smooth, timely way. The deployment of the Demand Solutions forecasting software and inventory planning software simplifies Metso's forecasting process, largely automating what had been an inflexible, cumbersome task, and requiring less time and effort. To learn more about Metso's success using Demand Solutions forecasting software and supply planning software, download this free case study: http://www.demandsolutions.com/resource-center/case-studies/service-parts/metso/case-study.html
Просмотров: 141 DemandSolutions
Learn how to reduce excess inventory, working capital and stock outs with Sage Inventory Advisor
 
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Sage Inventory Advisor is a new, affordable, cloud-based solution that will help you to reduce excess inventory, working capital and stock outs. It connects to your DM2 Petroleum Insights system to deliver health-checks on the inventory that makes a difference to your bottom line, reduce the time you spend forecasting and help you determine the optimal investment required to achieve target fill rates. A web-based and mobile solution, Sage Inventory Advisor is easy to use and slashes the time you'll spend on forecasts and ordering. It can be implemented cost effectively and used in just hours. Watch to learn how Sage Inventory Advisor will help you: - Reduce excess inventory by 10%-15% by continuously monitoring all your inherent inventory risks and setting optimal safety stock to mitigate those risks - Reduce working capital and free up 15%-20% of cash tied into inventory by identifying potential problem items and getting inventory level status based on calculated metrics to help make better planning and buying decisions - Improve fill rates by 2%-10% and reduce stock outs by analyzing real-time sales and inventory data, produce quality forecasts, and obtain optimal replenishment recommendations for better fill rates - Reduce time spent on forecasting by 50% by eliminating manual forecast import/export, calculations and dynamically transmitting inventory and forecast data for calculation and analysis Les Johnson, the Controller for Hubert Glass Oil and current DM2 customer, will also share how he has been able to use Sage Inventory Advisor to transform Hubert Glass Oil's purchasing process and save more than $300,000.00.
Просмотров: 294 DM2 Software, Inc.
16. Portfolio Management
 
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MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Просмотров: 473629 MIT OpenCourseWare
financial forecasting 101, financial forecasting overview, basics, and best practices
 
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financial forecasting 101, financial forecasting overview, basics, and best practices. Financial forecasting is the processing or estimating or predicting how a business will perform in the future. The most common type of financial forecast is an income statement, however, in a complete financial model all three statements are foretasted. In this guide on how to build a financial forecast, we will complete the income statement model from revenue to operating profit or EBIT.
Deploy your business growth strategies with advanced demand management
 
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Businesses need to take their demand management process to the next level if they are to avoid being left behind by the competition. First, they need to understand the maturity of their process so they can make the right improvements, at the right time, and in the right order. In our consumer-driven business climate, effective demand management is an essential business component. But for many organisations demand management is consigned as a supply chain process and the demand plan is a forecast. Watch thought leaders Debbie Bowen-Heaton and Andrew Walker as they challenge that paradigm. Hear how demand management is a sales and marketing planning process – a fundamental driver for business growth and strategy with the needs and wants of the consumer running through the entire supply chain.
Просмотров: 708 OliverWight
Manage a Sales Process of Actions that Lead to Sales Growth
 
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http://www.salesnexus.com - Jim Wilkinson, the Strategic CFO discusses how to accurately forecast sales. Why is it important? For Sales Management and also for Business Management and Financial Management. How to build a measurable sales pipeline and sales forecast.
Просмотров: 213 Craig Klein
Sales Forecasting with AddressTwo
 
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How to use the AddressTwo Project Manager (http://addresstwo.com/crm-manage-team/) to create a forecast of your sales pipeline.
Просмотров: 872 Nick Carter
Demand Forecasting for Perishable Short Shelf Life Home Made Food at iD Fresh Food Case Solution
 
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https://www.caseanalysisteam.com This Case Is About Demand Forecasting for Perishable Short Shelf Life Home Made Food at iD Fresh Food Case Study Solution and Analysis Get Your Custom Demand Forecasting for Perishable Short Shelf Life Home Made Food at iD Fresh Food Case Solution at caseanalysisteam.com
Просмотров: 90 CaseAnalysisTeam com
The Sandler Rules for Sales Leaders Course Overview
 
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Enroll yourself in this course for sales leaders here: https://shop.sandler.com/online-courses/sandler-rules-sales-leaders-online-course The definitive resource for effective sales leadership. This course details 49 sales management principles based on the proven principles of the Sandler Selling System. If you're like most sales leaders, you may be: Frustrated that rogue, "lone wolf" salespeople do things their own way, rather than using the same process as the rest of the team. Concerned about creating predictable forecasts and expectations of sales performance. Worried about your top-heavy sales force with the top 20% generating 80% of the revenue. If you want a better team, become a better manager. In this course, you will learn best practices for sales leaders, which you can immediately implement with the members of your team. We will give you an overview of the attitudes, behaviors, and techniques which we have found to be most effective over the past five decades. Dave Mattson, President and CEO of Sandler Training, best-selling author, and world-renown sales leadership expert leads a frank discussion of the strategies and tactics which are most useful to sales managers. In Sandler Rules for Sales Leaders, you will learn how to: Eliminate miscommunication Hire, onboard, and train top performing salespeople Empower your people to succeed without you Create a culture of accountability And much more! This video series is based on the best-selling book authored by Dave Mattson. David Mattson is a 5-time best-selling author, include the Sandler Rules and the Sandler Rules for Sales Leaders. He is a global sales and leadership expert. Under his leadership, Sandler Training has grown to over 250 offices in 27 countries around the world. Sandler Rules for Sales Leaders Online Course This $247 online course has 50, 10-minute video lessons, tools, scripts, and resources designed to help you understand the top attitudes, behavior, and technique of today’s top sales leaders! This course includes: 50 Video Lessons from Dave Mattson 12 Tools and Worksheets Bonus Leadership Resources from Sandler Training! Exclusive access to a private sales leadership community forum.
Просмотров: 287 Sandler Training Worldwide
XLerant - BudgetPak - The Art of Forecasting:  A Pragmatic Case Study with Dan Brent
 
59:59
Featuring: Dan Brent, CPA, Associate VP of Finance, Massachusetts School of Professional Psychology (MSPP is now William James College) The annual budget process is cumbersome enough in most organizations. Asking an organization to revise the budget over the course of the year can be asking too much. But when the actual results come in, management wants a fresh forecast that reflects these updated results along with appropriate adjustments to better reflect the plan for the year. Learn how Dan Brent, CPA, Associate VP of Finance, Massachusetts School of Professional Psychology solved this problem and can now easily and flexibly revise budgets based on fresh results from the actuals and keep their users actively engaged in the process.
Просмотров: 108 XLerant Inc.
Business Replenishment Program
 
00:31
Stay stocked - we can help! Managing your supplies has never been easier with our Business Inventory Program. Whether you work in the office, on the jobsite or out of a service vehicle, we can keep you stocked with the supplies you need and replenish when and where you need it. Call or visit the ProServices Desk at your local Lowe's Store to get started: http://im0.co/177F
Просмотров: 9794 LowesForPros
Forecasting Trend and Seasonality
 
09:07
Using dummy variables and multiple linear regression to forecast trend and seasonality
Просмотров: 100323 profMattDean
Inventory Management in Supply Chain
 
33:56
Просмотров: 8542 Supply Chain Analytics
P4P: Overview of Pay for Performance
 
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P4P: A brief overview of the Pay for Performance program at UC Davis.
Inside A Factory 1: The New Mini
 
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http://www.tvchoice.uk.com - Inside A Factory 1: The New Mini - 26 mins, 2003 How is a car manufactured? Alison Hammond, of "Big Brother" fame, goes inside BMW's factory in Oxford to provide a lively guide to the production process for its New Mini. PRODUCTION PLANNING: First comes production planning. Customers' orders are analysed by a program called "Kiss" - this is vital to meet buyers' special requirements. Stage two is "Body in White" - 228 robots weld the basic framework together. QUALITY CONTROL: Quality control is essential. The main aim is to spot any problems before the car is painted and finished. Painting each Mini takes 10 hours including the pre-treatment, electro painting, and drying time. JUST IN TIME: Parts come from all over the world. They're ordered on just in time principles, to minimise on storage space and costs. Stage four is the final assembly of the car. Team-working is an essential part of the production process. Health and safety of workers is a major concern. But what about the health of the planet - do we really need lots more cars on our roads? TV CHOICE has a range of over 200 educational films and film clips for Business Studies, Geography, History, Leisure and Tourism and many other subjects. USA FORMATS AVAILABLE. http://www.tvchoice.uk.com
Просмотров: 10765 TVChoiceFilms
Tune in for Microsoft Connect(); 2018
 
09:04:40
Learn to build the apps of tomorrow, today with Azure and Visual Studio.
Просмотров: 22029 Microsoft Visual Studio
Littlefield Project Information
 
17:57
Description
Просмотров: 2446 DrNicholasLeifker
Improving Manufacturing Execution through ERP & Machine Monitoring Integration
 
06:24
Greetings from OmegaCube Technologies! Machine monitoring is an Integrated technology system that enables machines to continuously talk to machine gateway devices that in turn relay data to central cloud server and to ERP/MRP software, hand-held & desktop devices etc. Personnel access to these systems get continuous update on monitor machine setup, production, output quality, idle/downtime, allowing them to quickly respond to disruptions and take informed decisions on customer order prioritization. Slide 2 All machines in the shop-floor are connected to individual machine monitoring gateway devices. These continuously monitor and capture machine health, performance and operational data. The data is then passed on to the cloud-based database server. The server has a machine monitoring software that uses this raw data, converts them into useful analytical information based on the audience type and dispatches to desktop/laptops and hand-held devices. 1. Customer order status, job status, inventory availability, personnel & machine availability to the ERP. 2. The shop owner gets a broad-level information on sales & production forecast, actual sales numbers, machine/personnel availability, profitability, issues etc. 3. Personnel receives real-time updates on machine availability, breakdown, idle time, setup time, job processing and status, personnel availability & allocation etc. 4. Customer gets information on order status, shipment status and tracking details, packing slip and sales invoice etc. 5. Data is sent to all stakeholders in real-time allowing them to respond to situations and take corrective measures. Slide 3 A Work Order is created in ERP and sent to the shop floor personnel. The personnel receive information such as Work Order schedule, parts information, inventory available and due date. Post-activity, the personnel updates the Work Order with time spent on the activity, scrap generated, processed job details etc. The ERP updates the order details and sends it to the machine gateway device that is connected to a CNC lathe machine. The machine receives inputs such as parts information, nesting details, inventory available, job due date etc. The machine performs the required activity and updates the Work Order with machine login/logout info, job information etc. Post product manufacture, the ERP closes the Work Order and updates the order details. The data is sent to the central cloud database where the information is analyzed and sent to stakeholders. Slide 4 Scheduling Based on the previous financial year sales, planned sales, expected orders and material availability, a capacity and operational plan is created for the entire year. The entire scheduling is divided and displayed in the form of daily, weekly, and monthly report to provide a clear picture to the shop-floor and production personnel. Though the schedule is based on actual/projected customer demand, overall sales plan, expected orders, customer service, it is constantly subject to change by ad-hoc/emergency orders, high-priority customer service, material, machine & personnel availability etc. Continuous changes to the schedule are done real-time through machine monitoring. The machine gateway devices constantly capture the machine and personnel availability, shift details, material availability and visibility into each job. ERP software makes changes to the schedules accordingly and relays it to the shop floor supervisor. MRP With the scheduling plan in place, the ERP system checks if there is adequate inventory in hand to process the orders both planned and ad-hoc. In case of shortage, the ERP raises a procurement request with the suppliers in advance so that it arrives just in time to process the order and deliver on time to the customer. Slide 5 The shop floor personnel gets real-time data for each machine such as machine utilization, availability, idle-time, down-time, machine health/performance etc. These helps identify poor machine performance, potential machine issues and leads personnel to take precautionary measures before the machine breaks down. This data also helps personnel to zero-in on the quality of the yield and take a decision to accept, reject or re-work. Slide 6 Benefits 1. Real-time information on machine health and performance prevents potential machine breakdowns and reduce down time. 2. In case of sudden increase in demand, load can be balanced by allocating jobs to idle-machines. 3. Information is displayed in different forms for various levels in the organization. 4. Work orders are seamlessly prioritized, executed with real-time status on progress/completion. 5. Process changes are undertaken in various departments based on insights from the data. 6. Helps determine OEE 7. Instant production visibility and in-depth data analytics for faster decision making. Subscribe to our YouTube channel Follow us on Facebook - facebook.com/omegacube/ Follow us on LinkedIn - linkedin.com/company/omegacube-technologies/
Просмотров: 581 OmegaCube Technologies
Prescient Store Level Ordering & Replenishment
 
07:51
A demo of Prescient's Store Level Replenishment™ (SLR) application, a store ordering solution that optimizes store level demand forecasting, for regular turn merchandise and promotional products, and generates more accurate replenishment orders.
Просмотров: 225 PrescientAppliedInt
Production planning software for Growers
 
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Auctions for selling pot plants, in particular in The Netherlands, are important for growers. They also need to offer their supply indirectly to externa websites (i.a. FloraXchange) or directly to specific distributors, exporting firms, retail and so on by specific supply lists. www.mprise-indigo.nl
Просмотров: 392 Mprise
How to Avoid Long-Term Storage Fees on Your Amazon FBA Inventory
 
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In this video, Seller Essentials shows you How to Avoid Amazon FBA's Long-Term Storage Fees. On February 15 and August 15 every year, Amazon assesses a long-term storage (LTS) fee to all items with more than a single unit in stock that have been in the warehouse for more than 6 months. To avoid this, you need to identify your inventory that is subject to these fees and select one of the following options to avoid the fees: - Reduce your price to liquidate the inventory before the deadline. - Have the inventory returned to you at a cost of .50/unit. - Have Amazon destroy your inventory. There are two methods to check which of your items will be subject to the LTS fees. First Option: Go to your Recommended Removals report by doing the following: In Seller Central, hover over “Reports” at the top of the screen. Select “Fulfillment” from the drop-down menu. On the far left toward the bottom, select “Recommended Removals.” At this point you can either quickly place a removal order for all of your inventory that will be assessed a LTS fee, or you can go through the list and check each item individually to see what strategy would work best. I recommend using this report when you know you want to have all of your inventory sent back to you. This next report is better if you need to make individual decisions about each ASIN. Second Option: Go to your Inventory Health report by doing the following: Follow steps 1 and 2 above. Select “Inventory Health” from the Inventory section on the left. Select the “Download” tab and select “Download.” Once your file is downloaded, open it (it will be a .txt file) Copy the entire text and paste it into an Excel spreadsheet. Go to the far right column and sort from largest to smallest. Now you will see, in descending order, the products that you will be charged for and how much. This will help you as you make your decisions about what to drop prices on, what to have returned to you, what to have destroyed, OR what to leave in the warehouses. This last option is for items that will incur very small fees due to their size. If Amazon is only going to charge you .05/unit, it’s probably best to just leave it there. If you are looking for more great tips, tools, and resources to help you run your Amazon business more profitably and more efficiently, make sure you check out selleressentials.com.
Просмотров: 8031 Seller Essentials
Supply / Capacity Planning Manager - Fort Wayne, IN
 
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We are currently working with a multi-channel distributor that grew sales by 26% last year and anticipates hitting $500M this year. They are consistently looking for individuals that are able to not only assume the responsibilities of their current role, but are constantly preparing themselves for the next role within the organization. Owning one of the hottest brands that dominate their niche markets, they are looking to bring on a Supply / Capacity Planning Manager. This person will be a key addition in their interest to better synchronize supply and demand. With products made in the USA and Asia - and the rapidly growing markets in areas outside North America where they already have a presence, the future growth projections for this organization continue in the positive direction! Job Title: Supply / Capacity Planning Manager Location: Ft. Wayne, IN Ref No: 579 Click here for video description Position Description: The Supply / Capacity Planning Manager will have 1-2 direct reports and will be responsible to manage the supply chain from receipt of forecast and placement of P.O. to goods receipt, ensuring product is available to meet customer demand. This includes: • Identify excess, obsolete and discontinued inventory issues; • Drive inventory planning enhancements to maximize service levels (in-stocks) and inventory turns, while minimizing operational constraints; • Responsible for associated process development, standardization and continuous improvement in areas like global Capacity Planning and Sales & Operations Planning (S&OP); • Drive make vs. buy decisions; • Optimize capacity requirements looking out 15 months; • Develop and maintain metrics to monitor vendor performance; • Protect the financial performance of the strategic business unit by identifying potential supply chain issues. Background Required: • Highly energetic, self-starter with 5+ years of supply chain planning (including supply planning, inventory planning, production planning, capacity planning, and/or MRP) experience; • Proven track record of success facilitating change management and driving continuous improvement. • Experience with high-volume retail / consumer goods supply chains; • Demonstrated analytical skills; • Bachelor's Degree; • Effective use of Microsoft applications and ERP / MRP such as SAP; AFS experience is a huge plus. Compensation Plan: • $65-75K; • Full benefits package; • Full relocation available. To be considered for this role, please apply on our website www.lifeworksearch.com/suppy_chain
Просмотров: 333 SCPlanning
CTO demand and supply planning video
 
02:06
Просмотров: 260 Roy Linley
Supply Planning Software Improves Forecast Accuracy and Enables Quicker Inventory Turns
 
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http://www.demandsolutions.com/ This supply planner for Rocky Brands, a manufacturer of outdoor and work apparel, shares what the value of Demand Solutions supply chain management software means to hitting the company's key performance indicators. Especially important to Rocky Brands is forecast accuracy. Accurate forecasting equals saving the company money, quicker inventory turns, and, ultimately, happier customers. To learn more about Rocky Brands' success using Demand Solutions forecasting software and supply planning software, download this free case study: http://www.demandsolutions.com/resource-center/case-studies/apparel/georgia-boot/case-study.html.
Просмотров: 48 DemandSolutions
Sage Inventory Advisor Introduction and demo
 
15:40
Sage Inventory Advisor is an affordable cloud solution that helps companies reduce excess inventory and working capital. It connects to Sage ERP data to deliver health-checks on the inventory that makes a difference to the bottom line, reduce the time spent on forecasts, and solve for the optimal investment required to achieve target fill rates. A web-based and mobile solution, Sage Inventory Advisor is easy to use and slashes time spent on forecasts and ordering. It can be implemented cost effectively and used in just hours.
Просмотров: 82 The Answer Company
Fleet Capacity Forecast
 
03:40
Просмотров: 326 IHS Markit
Is Demand Forecasting Fatally Flawed?
 
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www.kinaxis.com - Demand and Supply Chain Responsiveness — The Other Half of the Demand Forecasting Conversation It's known that despite the time and effort put into forecasting, in a dynamic market with lots of volatility, the forecast will always be inaccurate. It is not uncommon to hear of companies within High-Tech struggling to get demand forecast accuracy above 50 percent. With that in mind, the question is: where should one spend time and effort? In making the demand forecast as accurate as possible and forever analyzing why the results didn't match? Or in accepting that there is a lot of uncertainty and establishing a supply chain response management capacity to react quickly and effectively to unplanned demand? This session will discuss how and why companies should adopt continuous and collaborative S&OP processes to best satisfy demand profitability while providing high customer service.
Просмотров: 2195 Kinaxis
The Impact of Lead Time Variability HD
 
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Mark Krupnik, CEO, Retalon Mark Krupnik explains the impact of lead time variability using predictive analytics and the savings benefits of reducing lead time variability. Supply Chain Visibility | Supplier Performance Improvement | Vendor Compliance Management www.compliancenetworks.com Transcript: 0:08and then it is indeed loaded all the expected lead times and actually times 0:14coverage of variability as well as fewer aids improvement and then lifted with 0:21the actual cost of inventory and sales and so on and this example that I have 0:27selected for today's presentation is very similar to the hypothetical example 0:31but it's based on the real numbers so this vendor is a need time of certain 0:36weeks and prior to compliance network back in 2011 the little variability was 0:43over 12% around 12 percent and two years later the little variability has become 0:515% but she was pretty much the case on most of the vendors so let's look at the 0:58numbers only time variability expressed in the weeks went down from wonder how 1:03weeks to practically half right which means that the previously they had to 1:08have to in the car weeks of supply on hand now it's enough to have one point 1:13six weeks or translating it today's instead of 18 days of extra stork just 1:1912 days of extra stock so this vendor supplies several products to the total 1:23inventory course at the at the time of each a point is 12.4 million dollars so 1:31the number below 7.9 million dollars is the amount of safety stork plus the 1:37replenishment stop the daycare today so basically the improvement for this 1:42particular one vendor is over four point four million dollars that's a 1:47significant number
Просмотров: 1001 Traverse Systems
Del Monte shares the benefits of updating its supply chain processes using Anaplan
 
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Steve De Castro, Director of Supply Chain Finance, discusses how Anaplan’s flexibility and “what-if” capabilities improved Del Monte’s ability to adjust to market fluctuations in real time. Del Monte is one of the biggest producers of pineapple products. We provide 20 percent of the global supply of pineapple. We are not just selling pineapple—we also sell health and wellness to every family. My team handles the FP&A budgeting, forecasting, variance reporting. We had a system that was already conking out because of hardware issues. I didn’t want my team to go back to the Excel spreadsheets that we were using before. So we have three different workbooks for each channel. Each workbook has about 50 worksheets, and I approached my boss [and] said we need a platform for planning and for reporting. We work in the food and beverage industry and most of our products are in the fast-moving consumer goods segment, and added to that is the complexity that these products have shelf lives. If they don’t get delivered on time, or if they don’t get produced when the demand is there, wastage is very high. What we have implemented so far is the FP&A use case, and when I say FP&A, it’s the budgeting where we have volume and non-operating income. But at the same time we have embedded into that use case supply chain finance aspects. So that’s the logistics, warehouse capacity planning and soon the bill of material-based costing for our culinary products. With Anaplan, it’s really just like Excel on steroids. The multidimensionality of it, and then the fact that you can change your variable and everything automatically changes, it’s a big help for us because often times we have changes in the planning process where just key variables are being changed. When we were using BPC, if we had a variable change, we had to rewind the whole thing—so run volume allocation, run calculation because the changes were not dynamic and that’s where the productivity as well is coming from, from using Anaplan. We just completed the budget cycle, and obviously because of the El Nino phenomenon that we are facing and performance in the past, we have issues and we have to prioritize some of our product allocations. And now because we have Anaplan, when we run our first scenario, we saw that certain areas were not profitable and we went back right away to our sales people and our channel team and our logistics team to inform them about this mismatch—and right away they knew that they needed to adjust.
Просмотров: 1893 Anaplan
Accounting & Finance Clips 1: Accounts, Forecasting & Breakeven - Clip 4
 
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http://www.tvchoice.uk.com - 28 mins, 2011 Key Topics Profit & Loss Account Balance Sheet Accounting Forecasting Breakeven Four film clips explain and illustrate key topics in finance using a variety of case study examples. CLIP 1: INTRODUCING ACCOUNTS (7 mins) What do a company's accounts tell you? Why are they important? This is a simple guide to the profit and loss account (income statement) and balance sheet. Together these documents form the basis for a company's annual report. The balance sheet provides a snapshot of a firm's financial health - but what do we mean by financial health? CLIP 2: WHAT IS ACCOUNTING? (7 mins) Working capital is getting tight at Blakeway and Maynard wants to know what's going wrong. One reason: too many customers taking too long to pay up. Should they slow down on paying their suppliers or push their debtors to pay up quicker? CLIP 3: FORECASTING IN BUSINESS (7 mins) This clip explains the critical and tricky business of predicting future trends. Examples range from informal forecasting at a small business, to a marketing manager exploring future sales trends using time series analysis. CLIP 4: BREAKEVEN ANALYSIS (7 mins) What is breakeven analysis - and why do companies do it? Working out when a product or new store will break even is critical management information. But breakeven analysis isn't easy - and it has its limitations. TV CHOICE has a range of over 200 educational films and film clips for Business Studies, Geography, History, Leisure and Tourism and many other subjects. USA FORMATS AVAILABLE. http://www.tvchoice.uk.com
Просмотров: 874 TVChoiceFilms
Sales Kraft Features Video
 
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Sales Kraft ➢ Sales Kraft is, Sales Team Automation System, automatically records all the stages in a sales process. ➢ Sales Kraft includes a contact management system which tracks all contact that has been made with a given customer, the purpose of the contact, and any follow up that may be needed. ➢ This ensures that sales efforts are not duplicated. Sales Kraft tracks the sales person and also gives him his tour plan for the day. ➢ Setting targets and objectives based on inputs. • SALES KRAFT is software that, automatically records all stage in a sales process. • Sales Kraft Includes a contact management system which tracks all contact that has been made. • Sales Kraft Track the Sales Person and also gives him his Tour Plan for the day. • Setting targets and objective based on inputs. • Many sales persons are always on the go. • The growth of smartphones has reignited the creation of mobile sales team automation systems • Smartphones appeal to salespeople, a part of a company's department that is extremely resistant to new technologies. • Smartphones are easy to carry and easy to use, great interface design, touchscreens and fast wireless network abilities internet phones • When implementing the mobile sales team automation application, software and support infrastructure and carrier services are packaged to deliver optimal system usability, manageability and integrative abilities, as well as high scalability, reliability and performance. • It’s always good to put in mind that just like any new technology, success comes with usability. • The manager/ distributor can Track Or Assign the Team Or The Person any task from his office • Thus This Makes life easy Sales Kraft software is a type of program that automates business tasks such as inventory control, sales processing, and tracking of customer interactions, as well as analysing sales forecasts and performance. Businesses may have a custom version developed specifically for their needs, or choose from among the increasing number of sales Sales Kraft also includes a 1)Tour Plan to plan : Tour plan is a platform where the sales person can set his tour plan for any number of days and get notified to his manager for approval and plan remains saved in the application and can be repeated whenever required 2) Activity and Check In : It tracks daily activity and with the help of navigation tool one can easily get analysed to distributor or stockist 3) Check In: if the salesperson reached to the distributor, he can use this check in functionality. The use of this feature is to track the location of the salesperson. 4)CLIENT OVERVIEW SCREEN : OUTSTANDING PAYMENTS: here, the routine status of client payment and outstanding is displayed. EMERGENCY: this can be used when salesperson have to rush to the some unexpected and unscheduled meeting. And he can discard the rest of his scheduled meetings. 5)PURCHASE ORDER : The Team can take purchase order right from this device with this functionality. The Sales team or the Sales Person both can see the order value and goods availability. If there is any Scheme Offer, Gift article or Special rate on any of the product it will be alerted right there. 6) EXPENSE MANAGER : Accounts allow the experts incurred right on the spot. Following attractive features are integrated to make it worth using. SUCH AS : •Category wise expenses accounting •Capture phonograph of bills and upload during the time of entry. •Auto creation of category wise invoice folders •Email the expenses report •Export to Excel, PDF and email.
Просмотров: 171 VF Labs