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Overview

Getting your Data Right …what to measure/when and how?

Objective of mentoring week 2

Understand how to use tools to improve data, target and plan for improvement

Procedure

Sales Order ‘Data’

  • Monthly sales ex…vs same month last year…where? CRM at customer level, Mangement dashboard at member level.
  • No. of orders processed per month…and average $ value of picking. Where? Mgt dashboard.
  • No. of lines per sale…good efficeincy / delivery measure.
  • Old sales order / DIFOT reports.
  • Use conditioning to highlight back orders, or low GP margin line items.

Customers Data:

  • Who’s performing..who is not! Lapsed customer view varient (not report).
    • Top 10 AA client reports in CRM.
    • No spend category anaylsis..CRM.
    • Aged debtors…view variant, no report, cases or CRM if share debt colelction job. Email batch for overdue customers..edit wording.  Email batch for account receiviable 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.

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 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?
      • 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.

 

Staff skills review…who does what?

  • Warehouse people should pick, pack, compelte.
  • Customer service 100% responsilbe for order entry / subsitition and order accuracy at point of origin.
  • 1 person to control / double check stock adjustments (or can make it worse)
  • Subsititions to be done at point of order origin.
  • Have clear way of handling / checking and confirming web orders.
  • Finance / payments / payroll / debtors / creditors / bank rec / gst / IAS / workers comp / super…all 1 person?
  • Purchasing: now easy, and is a shared role…purchasing also helps in warehouse when time allows.
  • Inbound phone calls…sharing?
  • Inbound faxes…handled via fax to PC? 1 person has folder shared.
  • Sharing email folders / accounts across no of people.
  • Who does / checks web orders.
  • Someone to review all unshipped SALORDS, daily. Use colour variant to make them obvious.
  • Someone to monitor supplier back order ETAs, and ensure supplier lead times are up to date.

 


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