Procedure rol against retail raw data

Definition
Of NORMS makings and excel tools

Define the Term “ Norms”
In store Requirement Level of a said
commodity for a particular period of time (say 1
month) By example, If we wish to sale a
particular item /Footwear 15 pair by the next 45
days , then our requirement level is 15 pair for
45 days The average item movement for per day
will be =15/45 And for it 1 month ( . And for 1
month it will =15/45*30 comes 10 pair . Our
requirement for the product according my plan
wise will be 10 pair monthly we wish to sale. Its
also define level of inventory which triggers an
action to replenish that particular inventory stock.

Necessary of make “
Norms”
continuous review inventory system in which
the level of inventory is monitored at all times
and a fixed quantity is ordered each time the
inventory level reaches a
specific reorder point.
Control for the non moving stock s, New
Arrival Article like all the category are under
control that they can perform it accordingly

Factor should be consider for Norms
1 . Norms will be set by past sales records(let
it be last 90days or 60days) in item wise
2.Scope of supply from wear house
3.If any seasonal requirement(like special
requirement of Durga Puja, Diwali, EID)
3.Consider the stock keeping unit(SKU)
capacity /display capacity
4. Consider the stock room /go down capacity

PROCESS OF MAKING WORKING
FILE (STEP 1)
 GO ITEM WISE SALE-STOCK ROL IN RMS
PACKAGE
 SELECT THE DATE LAST 90 DAYS/60 DAYS FROM
TODAY
 RMS > REPORT > SALE REGISTER
 Generate the Excel sheet
 it is you raw file for data sheet.
 Remove unnecessary row and Colum (Item
name, size,mc3,mc2,mc1 ,mrp,discount,bill
amount,rol,transit,MC ,BRAND)
 (N.B : STEP WISE MAY ARE FOLLOW THE
DIFFERENT STEP , SO PLEASE MAKE SURE THE
BASIC THING WILL SAME)

 WE HAVE ONLY 3 COLUM NOW REMAIN IN EXCEL SHEET , ITEM
CODE (11 DIGIT), SALE QTY AND STOCK
 MAKE A EXTRA COLUM IN BETWEEN ITEM CODE 11 AND SALE QTY
(MAKE THE NEW COL NAME ITEM 7)
Item code 11 ITEM 7 SALE STOCK
10200710250 1020075 1 1
(WE WISH TO WORK WITH PERTICULR PRODUCTWITH A PERTICULAR
COLOUR , NOT NESSARY THE MUTATION WISE/MFRC )
 ITEM 11 DENOTES EVERY SINGLE PRODUCT WITH PERTICULAR
MANUFACTURER/VENDOR WITH A SINGLE BATCH OF PRODUCTION.
(BY EG . PRIMARY VENDOR CODE(102)+ARTICLE /STYLE
CODE(007)+SECONDARY VENDOR CODE(102)+COLOUE CODE(5)+MUTATION
CODE(0))
ITEM 7 DENOTES EVERY SINGLE PRODUCT LINE (BY EG PRIMARY
VENDOR+STYLE CODE+COLOUR CODE)

STEP 3
 NOW SELECT first COLUM of item 7
 Write the formula =LEFT(A2,6)&MID(A2,10,1)
 “LEFT” AND “MID” all are predefine funtion of excel that you can use any number of times
for a perticular work . The syntax of the “LEFT” function is:
 LEFT( text, [num_chars] ) like LEFT(A2 ,6) similarly (BY EG HERE TEXT is
10200710250 (A2 BY DEFAULT (FIRST 6 DIGIT DENOTES >PRIMARY VENDOR
CODE+ ARTICLE CODE)
 The syntax of the “MID” function is:
 MID( text, start_num, num_chars ) (by eg MID(A2,10,1) (IT DENOTES THE
COLOUR CODE)
Now item 7 comes alike 1012132(with vendor code ,article code and colour code )
and why we convert this 11 digit to 7 digit make it understand the sale fig and
stock fig (within a particular period) comes to me and it give a pictorial view of
the product status.
 Item code item 7 sale quantity stock
 10121326820 1012132 0 1
 10121326822 -1 2
Item Code Item 7 Sale QuantityStock
10200710250 1020075 1 0
10200710250 1020075 1 0
10200710250 1020075 2 0
10200710250 1020075 1 1
10200710250 1020075 2 0

see the below pic .once first item 7 come you just drug it
horizontally it will come all the rows are below. Select the all
whole excel sheet make it copy the total item >paste special
>values>ok .
Item code Item 7 Sale
quantity
stock
10121326820 1012132 0 1
10121326822 1012132 -1 2
10121326822 1012132 0 1
10200710250 1020075 0 1
10200710250 1000075 0 3
(the way
item 7 will
be free from
its hold
formula)

Step 4
 Remove the item code 11/item 11 col. Hence it comes
 Item 7 sale qty & stock . Now select the whole col. and go to insert >
pivot table
7 Sale Stock
1020075 1 0
1020075 1 0
1020075 2 0
1020075 1 1

INCERT A PIVOT
 (Take a pictorial view of total sale and
closing stock for every item 7)
 Click any single cell inside the data set.
 On the Insert tab, click PivotTable.
 The following dialog box appears. Excel automatically selects the data for you. The
default location for a new pivot table is New Worksheet.
 3. Click OK.

Drag fields
 The PivotTable field list appears. To get the total amount exported of each product, drag the
following fields to the different areas.
 1. Product Field/ITEM 7 to the Row Labels area.
 2. Amount Field/stock AND SALE to the Values area.
 Count of stock converted to sum of stock
 Similarly count of sale converted to sum of sale. (pivot table field list looks like similar)

Step 5
 Again do it copy the whole item > paste
special > by value >ok
 Now what you got item 7 wise total sale and
stock
 Arrange your file ,it likes
 Item 7 stock sale
 1012132 4 -1
 1020075 10 0
 1020079 10 0
 1020086 6 1
7 Sale Stock
1012132 -1 3
1020075 0 11
1020079 0 10
1020086 1 6
1033238 64 7
1033239 0 0
1033245 0 1
1033251 49 3
1033259 18 4
1060075 0 15
1060076 6 12
1060086 10 10

Step 6
 Insert several row in between item 7 and stock or sale qty
 Give the name as per mention below successively
 Mrp, mc( merchandise category), brand, discount, season catalogue ,
season year , existing norms . And always keep hand the latest item
master ,running and discount list.
 .7 MRP MC BRAND DISCOUNT SEASON CAT SEASON YEAR Sum of Sale Sum of Stock EXSISTING Norms
1012132 -1 3
1020075 0 11
1020079 0 10
1020086 1 6
1033238 64 7
1033239 0 0
1033245 0 1
1033251 49 3

Use of “ vlookup” funtion
 vlookup or “value look up funtion . When the VLOOKUP function is called, Excel searches for
a lookup value in the leftmost column of a section of your spreadsheet called the table
array. The function returns another value in the same row, defined by the column index
number.
 Purpose :Lookup a value in a table by matching on the first column
 ( For us we are currently working on single excell sheet that contents Item 7 , sale
qty, stock qty. Now we have to take a look for every item 7 belongs to which MC and
Brand. For that we a help from Item master file .
 Concept of Variable and its value
 For this context we have to the variable , that is “ An object which have certain
range of values “ By eg we from Sunday to Saturday we are take everyday
different different breakfast , someday paratha, someday luchi etc . Then Day is the
variable (its renge from Sunday to Saturday) and the menu of breakfast is the
values of the variable.
 Similarly, for us Item 7 is the variable and sale qty and stock qty is its value.
 So every excel funtion we used(vlookup or left) everything generate against the
variable.
 =VLOOKUP(Value you want to look up, range where you want to lookup the value, the column
number in the range containing the return value, Exact Match or Approximate Match – indicated as
0/FALSE or 1/TRUE).


Application procedure for Vlookup
 NOW OPEN THE BOTH EXCELL FILE ITEM
MASTER AND WORKING EXCELL FILE
SUCCESSCVELY.
 FOR MRP COL WRITE THE FORMULA
 =VLOOKUP(SELECT THE FIRST ITEM 7 , GO TO
ITEM MASTER FILE > SELECT THE ITEM 7 AND
SELECT ENTIRE COLUME UPTO MRP AT ITEM
MASTER, WRITE DOWN THE ROW NUMBER,
TRUE)
IN GENERAL = VLOOKUP(LOOKUP
VALUE,TABLE ARRAY,COL INDEX
NUMBER,RANGE LOOKUP)
 HERE ITS COMES
 =VLOOKUP(A2,'[Item Master
Running_07.06.2017_CONCIZE (1).xlsb]Item
Master'!$E:$O,11,0)
 A2 DENOTES THE FIRST ITEM 7 ,
 ,'[Item Master Running_07.06.2017_CONCIZE
(1).xlsb]Item Master'!$E:$O = TAKE
ATOMATICALLY WHEN YOU CHOOSE TEXT
FROM ITEM MASTER
 11= UPTO WHITCH COLUME YOU WANT A
RETURN VALUE (MRP STAND FOR 11 TH COL
FROM ITEM 7 AT ITEM MASTER)

7 MRP MC BRAND DISCOUNT SEASONCAT SEASONYEAR Sale Stock EXSISTINGNorms
1012132 899 -1 3
1020075 1299 0 11
1020079 1299 0 10
1020086 1199 1 6
1033238 375 64 7
1033239 375 0 0
1033245 325 0 1
1033251 399 49 3

THE SAME PROCEDURE FILLED UP EVERY SINGLE COL UME OF MC
,BRAND , CAT YEAR , CAT SEASON ECT , FOR SEASON YEAR ,
CATALOUGE YOU HAVE A HAVE ITEM RUNNING LIST . FOR DISCOUNT
LIST YOU HAVE TO CHECK THE DISCOUNTED LIST
Row Labels MRP MC BRAND DISCOUNT SEASON CAT SEASON YEAR Sum of Sale Sum of Stock EXSISTING Norms
1012132 899 GENTS SP.SHOE PRO -1 3
1020075 1299 LADIES CHAPPAL SOFT TOUCH 0 11
1033238 375 LADIES CHAPPAL KHADIMS 64 7
1033251 399 LADIES CHAPPAL CLEO 49 3
1033259 399 LADIES CHAPPAL CLEO 18 4

TAKE A COMBINED OF MC AND BRAND ( MAKE A NEW COLUME OF
MC+BRAND AFTER THE MC AND BRAND COL) TAKE THE FIRST COL
OF MC+BRAND WRITE= TRIM(MC FIRST COL SAY C2)&TRIM(BRAND
FIRST COL SAY D2) DRAG IT AT FULL ROW BY MOUSE CURSOR
Row Labels MRP MC BRAND MC+BRAND SEASON CAT SEASON YEARSum of Sale Sum of Stock EXSISTING Norms
1012132 899 GENTS SP.SHOE PRO GENTS SP.SHOEPRO 0 0 -1 3
1020075 1299 LADIES CHAPPAL SOFT TOUCH LADIES CHAPPALSOFT TOUCH AUTUMN/WINTER 2016 0 11
1033238 375 LADIES CHAPPAL KHADIMS LADIES CHAPPALKHADIMS SPRING/SUMMER 2014 64 7
1033245 325 LADIES CHAPPAL KHADIMS LADIES CHAPPALKHADIMS AUTUMN/WINTER 2015 0 1
1033251 399 LADIES CHAPPAL CLEO LADIES CHAPPALCLEO SPRING/SUMMER 2016 49 3

Step 9
 Select the col sale > go to sort & filter > custom sort>do it value wise largest to
smallest >ok
 Then go MC –Brand , go to sort & filter > custom sort >do in order A to Z >ok.
 It shows you descending order sale arrangement under a particular MC –Brand.
 SEE THE MC BRAND COL AND SALE FIG , YOU CAN UNDERSTAND THE DECENDING
ORDER OF ARRGEMENT
Row Labels MRP MC BRAND MC+BRAND SEASON CAT SEASON YEAR Sum of Sale Sum of Stock EXSISTING Norms
4840043 650 BELT BRITISH WALKERS BELTBRITISH WALKERS 6 0
1771436 475 BELT KHADIMS BELTKHADIMS AUTUMN/WINTER 2014 39 21
1770846 299 BELT KHADIMS BELTKHADIMS 0 0 36 18
4840054 699 BELT KHADIMS BELTKHADIMS 25 17

Apply “sumif “ funtion
 The SUMIF function is a worksheet function that adds all numbers in a range of cells
based on one criteria.
 By eg here we are interested to see each of the mc brand wise sale and their
internal contribution/performemce.
 The syntax for the SUMIF function in Microsoft Excel is:
 SUMIF( range, criteria, [sum_range] )
 IT DENOTES THAT UNDER EACH MC+BRAD WHAT IS THE TOTAL FIGURE OF SALE
QTY . WE ARE INTERESTED TO TAKE SALE CONTRIBUTION FOR EACH MC+BRAND
UNDER MEASURE THE PERFORMANCE OF EACH MC+BRAND . BY EG IF A SCHOOL
HAVE CLASS LKG TO CLASS 10 ,AND EVERY CLASS HAVE A,B ,C 3 DIFFERENT
SECTION. SO SUPPOSE (CLASS 5 , SECTION A) IS A COMBINATION I WANT TAKE A
LOOK PERFORMANCE OF PERTICULAR STUDENT OF (CLASS 5, SEC A) ON THE
BASIS OF WHOLE CLASS.
 SAME THING HAPPEN HERE ALSO.
 EACH MC+BRAND WHAT IS THE SALE CONTRIBUTION OF EACH MEMBER.
 MAKE A EXTRA COLUME NAMED AS CONTIBUTION %

Working with sumif
 Write the first col of sale contribution
=SALE/SUMIF(MCBRAND 1ST COL: MCBRAND LAST
COL,MCBRAND 1ST COL, SALE FIRST COL:SALE LAST
COL)*100
 LIKE FOR ME
=SALE(H2)/SUMIF(E2:E1843,E2,H2:H1843)*100
 SELECT “MCBRAND 1ST COL: MCBRAND LAST COL”,
 SALE FIRST COL:SALE LAST COL BOTH ARE SELECT
INDIVIALLY AND PRESS f4 FOR FIXED THE FORMULA)
 DRUG IT HORIZENTALLY , DO AGAIN COPY , PASTE
SPECIAL .

NOW WHY WE DO IT , PLEASE TAKE A LOOK YOU HAVE A CLEAR IDEA
ABOUT THE MOVEMENT OF % OF YOUR MC+BRAND WISE EACH OF
THE ITEM.LIKE 1771436 BELT MEMBER OF (BELT+KHADIMS) HAVE
SALE CONTRIBUTION OF 11 % AMONG ITS SAME KIND OF MEMBER.
Row Labels MRP MC BRAND MC+BRAND SEASON CAT SEASON YEAR Sale CONT% Stock EXSISTING Norms
4840043 650 BELT BRITISH WALKERS BELTBRITISH WALKERS 6 100 0
1771436 475 BELT KHADIMS BELTKHADIMS AUTUMN/WINTER 2014 39 11 21
1770846 299 BELT KHADIMS BELTKHADIMS 0 0 36 12 18
4840054 699 BELT KHADIMS BELTKHADIMS 25 9 17

 YOUR SALE CONTRIBUTION COMES . NOW
WHAT IT GIVES, IT GIVES THE CLASS WISE
(IN A PERTICULAR DISPLAY PANEL , LIKE
GENTS SHOE ,KHADIMS ) SALE
CONTRIBUTION OF EACH MEMBER.
 IF TOTAL LIST OF PRODUCT GIVE A
UNIVERSE THEN ITS MC DEFINE THE ONE
GROUP . AND ONE BRAND IN A PERTICULAR
BRAND DEFINE AS A CLASS UNDER THE
GROUP. WE GOT GROUP WISE PICTORIAL
VIEW.

STEP 11
 MAKE ANOTHER COL NAMED cf (CUMULATIVE
FREQUENCY) MORE THAN TYPE
 THE CUMULATIVE FREQUENCY STANDS FOR
THE DEFINE THE RANK OF A MEMBER OF A
PERTICULAR CLASS . BY EXAMPLE IN A
CLASS THE BOY WHO GOT THE TOP MARKS
IN ALL SUBJECT LIKE 850/OUT OF 900 , HE
HOLD THE RANK 1.
 SAME LIKE HERE THE PRODUNT HOLDS THE
TOP SALE /HIGHEST SALE DEFINE THE TOP
RANK OR LEAST /LOWER CUMULATIVE
FREQUENCY.

 HERE CUMULATIVE OF A PERTICLUAR
PRODUCT DEFINES THE PRODUCT WHOS
SALES CONTRIBUTION RANK STANDS FOR.
 IF 4880024 ARTCLE HOLD TOP SALE
CONTRIBUTION AMONG ITS CLASS OF
BRITISH WALKERS, GENTS CHAPPAL SAY
SALE QTY 50 PICS LAST 90 DAYS ITS HOLD
THE LEAST CUMULATIVE FREQUENCY
BCAUSE ITS CLASS RANK IS TOP.

MAKE FORMULA OF cf
 MAKE A COL NAME CF
 WRITE THE SECOND COL MAKE THE “IF” FUNTION.
 IT IS A FUNTION GIVES THE CONDITIONAL SUM , UNDER SOME
RETRICTIONS . AND HERE IT IS
 =IF IS FUNTION OF SUM DENOTES THE CONDITIONAL SUM.
 NOW APPLY THE FUNTION
 =IF(MCBRAND 2ND ROW=mcbrand(1ST HEADER ROW),CF FIRST HEADER
ROW+SALE CONTRIBUTION 2ND ROW ,SALE CONTRIBUTION 2 ND ROW)
 =IF(E2=E1,I2+J1,I2)
 ITS GIVE THE FIG DRAG IT HORIZENTALLY MAKE COPY PASTE SPECIAL .
 (REMEMBER THAT CUMULATION FREQUENCY FOR A PERTICULAR ITEM
NOT STAND FOR SALE PERFORMANCE , IT STAND FOR HOW MANY
MEMBER OR ITEM ARE MORE THAT THAT CATAGOGY IN TERMS OF
PERFORMANCE LEVEL IN ONE WORDS ITS GIVE THE RANK)

Row Labels MRP MC BRAND MC+BRAND SEASON CAT SEASON YEAR Sale CONT% CF Stock EXSISTINGNorms
4840043 650 BELT BRITISHWALKERS BELTBRITISHWALKERS 6 100 100 0
1771436 475 BELT KHADIMS BELTKHADIMS AUTUMN/WINTER 2014 39 11 11 21
1770846 299 BELT KHADIMS BELTKHADIMS 0 0 36 12 23 18
1770830 399 BELT KHADIMS BELTKHADIMS 0 0 21 8 40 23

Step 12
 Define the rank /category (A, B,C)
 If cf value 1-50 its give A Cat
 If cf value 51-80 its give B cat
 If cf value 81-rest its give C cat.
 It is already define that cat A have good
sale /very good sale for its community
 For cat B it have good sale/average sale
 For cat C its have poor sale/average sale.

NOW TAKE THE EXSISTING NORMS FILE TO TO
COMPARE THE WITH THE EXSISTING SALE
 NOW FOR THE PACKAGE YOU JUST GO THROUGH
REPORTS>STOCK TRAIL> CLICK THE STOCK VS NORMS
BOTTOM > GENERATE THE FILE IN EXCELL SHEET .
 IT IS YOUR ITEM WISE NORMS, YOU DO THE SAME THING IN
7 DIGIT AND DO IT PIVOT TABLE TO MAKE THE AND GET THE
7 DIGIT NORMS .
 NOW BOTH THE FILE NORMS FILE AND MAIN WORKING FILE
YOU HAVE TO VLOOKUP TO DRAG THE FIG OF NORMS TO THE
WORKING FILE
 NOW YOU CAN COMPARE WITH EXSISTING NORMS , WITH
SALE PERFORMANCE AND CLOSING STOCK LEVEL.
 MAKE THE NECESSARY CHANGES . EVERY CHAGES YOU HAVE
GO GIVE A REASON BEHIND IT.

WHILE DOING OR MODIFY YOUR NORMS/REQUIREMENT LEVEL REMEMBER FOOT
FOOTWEAR CATEGORY MINIMUM NORMS WILL BE 6 AND MAXIMUM 24
FOR SOCKS ITS MINIMUN 12 TO 18.
FOR BELT ITS 12
FOR WALLET (GENTS) ITS 6 . YOU MAKE SPARATE COLUME NAME YOUR VIEW
AFTER THE EXSISTING NORMS COL FOR MODIFY
Row Labels MRP MC BRAND MC+BRAND SEASON CAT SEASON YEAR Sale CONT% CF Stock EXSISTING Norms
4840043 650 BELT BRITISH WALKERS BELTBRITISH WALKERS 6 100 100 0 24
1771436 475 BELT KHADIMS BELTKHADIMS AUTUMN/WINTER 2014 39 11 11 21 24
1770846 299 BELT KHADIMS BELTKHADIMS 0 0 36 12 23 18 24
1770830 399 BELT KHADIMS BELTKHADIMS 0 0 21 8 40 23 12

Ready for the make final Norms
modification
 Your file are ready for Norms modification
. Its called are working file.
 The procedure will be vary from person to
person ,but the main concept will same.
 Please suggest if anyone any addition or
any mistake have done the whole
process.. Pls advice…..

Thanks For your patience…….

Procedure rol against retail raw data

Recommended

Recommended

More Related Content

Similar to Procedure rol against retail raw data

Similar to Procedure rol against retail raw data (20)

Recently uploaded

Recently uploaded (20)

Procedure rol against retail raw data