E2, Order Fulfillment and Tableau Flashcards

1
Q

make-to-stock examples

A

ex. TVs, clothing, packaged food items

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2
Q

essential issue in satisfying customers is to balance the ………. against ………….

A

level of inventory
level of customer service

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3
Q

steps 1-4 of B2B Order Fulfillment

A
  1. order booking
  2. order acknowledgement/confirmation
  3. order sourcing/planning
  4. order changes
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4
Q

steps 5-9 in B2B Order Fulfillment

A
  1. order processing
  2. shipment
  3. track and trace
  4. delivery
  5. invoicing/billing
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5
Q

order booking

A

formal order placement; issuing by the customer of a purchase order

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6
Q

order acknowledgement/confirmation

A

confirmation that order is booked

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7
Q

order sourcing/planning

A

determining location of items to be shipped

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8
Q

order changes

A

changes if needed

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9
Q

order processing

A

process step; distribution center is resp to fill order

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10
Q

shipment:
shipping/transportation of goods based on ____ __ ______

A

Bill of Lading

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11
Q

track and trace

A

determine current and past locations of the goods during transit

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12
Q

invoicing/billing

A

presentment of commercial invoice/bill to customer

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13
Q

perfect order fulfillment as a metric

A

measures how many complete orders were filled and shipped on time

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14
Q

order header in a PO

A

client, destination address, expected delivery date

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15
Q

order line items in a PO

A

each of products requested

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16
Q

quantity per line item in a PO

A

units of measure for each line item and quantity

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17
Q

the sales order becomes a ________ for the warehouse

A

picklist

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18
Q

FTL

A

full truckload
truck will go to one destination

19
Q

LTL

A

less than truckload
truck will go to multiple destinations

20
Q

common carrier

A

in the business of transporting goods for other companies

21
Q

private fleet

A

company uses its own trucks

22
Q
  • incorrect pricing
  • quantity of line item incorrect
  • line items missing
  • incorrect application of incoterms

the following problems constitute issues with…

A

order booking management

23
Q
  • damaged items
  • quantity of line item incorrect
  • line items missing

the following problems constitute issues with…

A

inventory/picking management

24
Q
  • order is late
  • damaged items during shipment

the following problems constitute issues with…

A

transport management

25
Q

______ ______ can dictate rejection of part/entire order

A

client policy

26
Q

a low On Time % (as a KPI) may be caused by… (4)

A
  • unrealistic expectations of delivery date
  • picking/loading later than expected
  • arrival outside delivery window
  • incomplete order/errors –> rejection of shipment
27
Q

fill rate by line item

A

as orders often contain multiple line items, this is the % of actual line items filled

28
Q

order fulfillment lead-time

A

time from when order is placed to when it is received by customer

29
Q

fedex and UPS are considered…

A

common carrier and small parcel delivery

30
Q

no backorders allowed

A

not because we don’t allow them, because they (clientele) don’t allow them

31
Q

refresh all button

A

refresh in pool of data
a change in data will refresh into pivot table/charts

32
Q

more complex analysis/looking at multiple variables at the same time calls for (tableau)

A

cross tab, tree map, heat map
helps to look at relationships

33
Q

horizontal bar charts tells the story of ______ ________. the graph is easier to read

A

multiple attributes

34
Q

relationship in tableau

A

no up-front join type
tableau does not use left outer-join or whatever, instead automatically joins things itself

35
Q

old join types in tableau

A

usually left outer join

36
Q

live vs extract

A

live: updates everything in real-time
extract: a snapshot in time

37
Q

.twb vs .twbx

A

.twb: just visuals, not containing original spreadsheet/data

.twbx: contains the original spreadsheet as well as all the visuals

38
Q

dimensions vs measures

A

d + m present in new tableau version; not present in old version

measures: everything with a #; continuous variables (ex. order line $)
dimensions: everything else

39
Q

how to change a measure to dimension, vice versa

A
40
Q

pages

A
41
Q

filters

A
42
Q

marks:
color
size
label
detail
tooltip

A
43
Q

green pill vs blue pill

A

green - measure
blue - dimension