Sales & Operations Planning Checklist
The Objectives of the Sales Operations process is to:
Monitor sales, procurement and inventory investment to plan Customer service levels to agreed targets.
Develop a single forecast for each area to meet requirements of Sales, Marketing and Finance.
Develop a procurement plan to meet forecast.
Set and agree inventory investment levels for each product group.
Manage projected out of stocks
Provide an interface between new product development ongoing operations.
Agree on action for slow moving and obsolete stocks.
Do you examine the impact on sales?
Backorders
What caused them
What corrective action should be taken
Projected backorders
Competitor supply problems
Product Swings
Products over selling forecast
Products under selling forecast
Forecast changes required
Market trends
Samples
Customer requirements
Sales sample demand
Marketing strategy
Quarterly sample shipments
Supplemental shipments
Products Reaching Expiry
Volume - Should we deal, sample or spoil
Repack or rework
What are the benefits / Potential losses
New Product Introductions
Introduction schedule
Does the manufacturing plant have copy / Specifications?
Time line update
Launch Date
Launch Quantity
Launch Sample Quantity
Copy Change
New Copy
Burn out old Copy
Time Lines
What numbers should be reviewed?
Sales
Returns
Out of stocks
Inventory Holding
Service Levels
Promotions
Key Performance indicators:
Inventory turnover:
Stock coverage:
stockholding x 52 weeks / annual usage
Customer satisfaction:
comparison of % of sales actually satisfied with the defined service level
number of backorders
Intelligent Logistics
Logistics - Anything but simple
Logistics are all about getting the correct products to your customers - consistently, on time.
Simple. Or is it?
In order for your supply chain to work seamlessly, your logistics require flexible and agile coordination of a complex set of processes, operations and systems.
It takes a best practice Third Party Logistics (3PL) solutions provider with experience, knowledge, proven methodology and the, ever-more important, technological capabilities to provide accurate, fast logistics.
At STL Warehousing we like to call it Intelligent Logistics:
That's what our clients want - and that's what we provide.
Demand More of Your 3PL Partner.
Call +61 2 9889 8000 today.
Intelligent Logistics | Passion and Tranquillity
Accuracy & Speed - Batch, Lot & Serial Tracking - Track & Trace - 24/7 Real Time Access To Information - Cycle Counts, Inventory Control and More »
