Gain a basic understanding of Master Scheduling, recommended Best Practices and Exception management capabilities. Purchasing/Requisitions will be discussed in the “Purchasing Essentials” session with Stuart Greengart – Wed 8-8:50AM. Presented by Linda Szymanski (Customer Experience Consultant, SPI) at the 2016 SPI Conference.

1. Inventory
Management
Essentials
LINDA SZYMANSKI

2. Master Scheduling
• Hotlists – Filtering and Share Best Practices
• Next Review Date
• Minimum Order Quantity
• Safety Stock
• Backorder Cancels / Return Restock
• Materials Planning

3. Master Scheduling
• Analyze
• What worked / Opportunities
• Plan
• Goals / Metrics
• Improve on Opportunities
• React
• Execute
• Purchase orders
• Manage - Backorder / Excess /
Out of Stock
• React
Plan
Execute
Analyze

4. Hotlists

5. Hotlist – Filter to the Exception
• Vendor
• Product
• SKU

6. Item Buy Plan – SKU Hotlist

7. Materials Planning – Product / SKU

8. Suggested Requisition Hotlist
• Requisitions and
contents created via
SPO
• Discuss in the
Suggested Purchase
Order Session on
Wednesday

9. Transfer Hotlist
• Listing of Transfers to
stores or warehouses
• Discuss in the
Suggested Purchase
Order Session on
Wednesday

10. Expedite Hotlist
• Listing of orders to expedite
• Discuss in the Suggested Purchase Order Session on Wednesday

11. Next Review Date
• Many options
for use

12. Minimum Order Quantities
Product, Color or SKU Level
Unit or Cost

13. Minimum Order Quantities

14. Minimum Order Quantities

15. Safety Stock

16. Item Master Default
• Backorder Cancels
• Return Restock

17. Questions

18. Contact Me
•Linda Szymanski
Email: linda.szymanski@spi.com
Phone: 612.600.4511