E2, Order Fulfillment and Tableau Flashcards
make-to-stock
ex. TVs, clothing, packaged food items
essential issue in satisfying customers is to balance the ………. against ………….
level of inventory
level of customer service
steps 1-4 of B2B Order Fulfillment
- order booking
- order acknowledgement/confirmation
- order sourcing/planning
- order changes
steps 5-9 in B2B Order Fulfillment
- order processing
- shipment
- track and trace
- delivery
- invoicing/billing
order booking
formal order placement; issuing by the customer of a purchase order
order acknowledgement/confirmation
confirmation that order is booked
order sourcing/planning
determining location of items to be shipped
order changes
changes if needed
order processing
process step; distribution center is resp to fill order
shipment
shipment and transportation of goods based on Bill of Lading
track and trace
determine current and past locations of the goods during transit
invoicing/billing
presentment of commercial invoice/bill to customer
perfect order fulfillment as a metric
measures how many complete orders were filled and shipped on time
order header in a PO
client, destination address, expected delivery date
order line items in a PO
each of products requested
quantity per line item in a PO
units of measure for each line item and quantity
the sales order becomes a ________ for the warehouse
picklist
FTL
full truckload
truck will go to one destination
LTL
less than truckload
truck will go to multiple destinations
common carrier
in the business of transporting goods for other companies
private fleet
company uses its own trucks
- incorrect pricing
- quantity of line item incorrect
- line items missing
- incorrect application of incoterms
the following problems constitute issues with…
order booking management
- damaged items
- quantity of line item incorrect
- line items missing
the following problems constitute issues with…
inventory/picking management
- order is late
- damaged items during shipment
the following problems constitute issues with…
transport management
______ ______ can dictate rejection of part/entire order
client policy
a low On Time % (as a KPI) may be caused by… (4)
- unrealistic expectations of delivery date
- picking/loading later than expected
- arrival outside delivery window
- incomplete order/errors –> rejection of shipment
fill rate by line item
as orders often contain multiple line items, this is the % of actual line items filled
order fulfillment lead-time
time from when order is placed to when it is received by customer
fedex and UPS are considered…
common carrier and small parcel delivery
no backorders allowed
not because we don’t allow them, because they (clientele) don’t allow them
refresh all button
refresh in pool of data
a change in data will refresh into pivot table/charts
more complex analysis/looking at multiple variables at the same time calls for (tableau)
cross tab, tree map, heat map
helps to look at relationships
horizontal bar charts tells the story of ______ ________. the graph is easier to read
multiple attributes
relationship in tableau
no up-front join type
tableau does not use left outer-join or whatever, instead automatically joins things itself
old join types in tableau
usually left outer join
live vs extract
live: updates everything in real-time
extract: a snapshot in time
.twb vs .twbx
.twb: just visuals, not containing original spreadsheet/data
.twbx: contains the original spreadsheet as well as all the visuals
dimensions vs measures
d + m present in new tableau version; not present in old version
measures: everything with a #; continuous variables (ex. order line $)
dimensions: everything else
how to change a measure to dimension, vice versa
pages
filters
marks:
color
size
label
detail
tooltip
green pill vs blue pill
green - measure
blue - dimension
