Overview
Getting your Data Right …what to measure/when and how?
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Office Brands are working on being able to identify the top level category that would belong to service stock and furniture. So we can still use those products with automated marketing
Objective of mentoring week 2
Understand how to use tools to improve data, target and plan for improvement
Plan to have contacts completely accurate by the end of the year. Industries, roles and address data needs a lot of work at most dealers. OB intend to make more use of this going forward.
Procedure
Inventory Data:
- SOH accuracy. VIP. Paradigm: stocktake once, never again.
- How to improve: scanning in and out | Rolling stocktakes | detailed pick slips | stock adjustments
- Purchasing: avg weekly sales or min/max…are you updating min/max?
- Auto price book updates…what is the price book…how to populate, how to update to product file.
- Auto Product Updates. Manual vs auto catalogue and flyer loads. Do you know what you do?
- Ignoring catalogue data.
- Price book updates…do you know what the price book is?
- How to automate price updates / use product import audit log
- What is selling…what is not? Value Rank on goods. Min/Max affected.
- Back order performance report….indicator of how well you are controlling stock.
- Dead stock view variant..what to do about it and when.
- Stock accuracy…how? Detailed Picking slips…as stock adjustment sheets. Count everything you pick and check against SOH on pick slip. Objective..never to stocktake again. Scan check IN and OUT.
Customers Data:
- Who’s performing..who is not! Lapsed customer view variant (not report).
- Top 10 AA client reports in CRM.
- No spend category anaylsis..CRM. TODO:
- Update industries and rolls all AA and A clients by next week.
- Aged debtors…view variant, no report, cases or CRM if share debt collection job. Email batch for overdue customers..edit wording. Email batch for account receivable followups.
- Using Optional Validation Messages to help / remind you to update industries / employees/emails.
- Putting contact data onto a new tab in sales order module – to update as/when you enter sales orders.
- Setting default values for customer card creation – helps ensure values are created.
Supplier data
- Review lead times, trim them to 1 day for Acco. So your purchase order due dates default to reasonable values.
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