NAVISION REPORT MANUAL v1

Navision Report Guide KC YONG

NAVISION

REPORT

GUIDE

V.1


Reports in NAVISION ( NAV )

is an application for operational reporting which you will experience as

an easy, effective and flexible way to produce reports. It used to

produce reports that derive from NAV.

is to be used as an analytical tool for investigation and in-depth study

of figures regarding article information, order information, internal

transactions, sales activities, sales follow up and stock information

among many other things within the NAV systems.

CONTENTS PAGE

CONCRETE STOCK REPORT – 78161 3

BACKFLOW ANALYSIS REPORT – 77305 5

INV/BUS – TOP 10 LIST – IKEA – 78204 6

LOCATION/BIN – ITEMS – 78226 8

MAINTAIN SALES SPACE SUMMARY – 77301 9

SUGGESTION SALES SPACE - 77302 11

OVERSTOCK – 78119 13

PROMOTION USED 15

DELIVERY MAX REPORT – 88032 17

SALES & PROFIT BA – 78204 18

STOCKLIST – 78208 19

DELETE OLD IKEA ORDER LINES ST 21

ITEM INFO LIST – 77306 23

UPCOMING SHORTAGES 24

ZERO STOCK LIST - 5056 26

KPI MR161 LOGISTICS 28

ITEM PERIOD SALES 32

CRITICAL FORECAST ERRORS - 78216 34

DEFINITION DESCRIPTION 36

- SRP CODE

- SERVICE LEVEL

- COMMERCIAL CLASS

- RANGE CODE

- SALES METHOD

- GOODS FLOW CLASSFICATION

- GOODS DOMINANCE -


CONCRETE STOCK REPORT – 78161

Used to generate report on article(s) that has not sold anything over 5 weeks

Responsible : - Sales & SSS

Frequency : - Weekly

1

5 4 3 2 1

10

9

8 7 6 12

11

15 14 13

2

1) Select HFB(s) & PA(s)

(if needed)

2) Input Replenishment

Code(s)


1) Product Area Info

2) Article Number

3) Article Description

4) Indicate Current Replenishment Code (SRP CODE)

5) Indicate Current Service Level

6) Indicate Current Range Code

7) Indicate WKs without sales since last sales ( * denote WKs without sales since

receiving )

8) Indicate Current Week Average Weekly Sales ( AWS )

9) Indicate Total Sellable Stock on Hand

10) Total Sellable Stock Volume of Article

11) Total Sellable Stock Value of Article

12) Indicate Available Qty in Picking Location ( Picking + Add-on Qty )

13) Total Concrete Articles per HFB

14) Total Stock Volume per HFB

15) Total Stock Value per HFB

REPLENISHMENT

CODE & DEFINITION


BACKFLOW ANALYSIS REPORT – 77305

The goods flow of products that are transported back from a sales space to be

stocked in a buffer stock location because they do not fit in the sales space. Goods

that is taken into the market hall but don't fit so has to be taken back to the storage

Backflow causes extra handlings and thereby costs. Avoid backflow by ensuring that

sales forecasts are correct, that sales spaces are dimensioned correctly and that the

order parameters are set so that indeliveries arrive at the right time.

Responsible - Sales & Logistics

Frequency - Daily

1) Select your HFB(s) or PA(s) ( if needed ) – ITEM TAB

2) Default Date / You can select “Markethall/Selfserve/Fullserve” – OPTION TAB

3) Indicate Article # / Article Description / HFB

4) Backflow qty on that day

5) Indicate Available qty in Picking Location ( Picking + Add-on qty )

6) Current Sales Space Size ( Picking + Add-on Sales Space Size )

7) Picking Location Sales Space Size

1

4

3

2

8 7 6 5 11 10

9

13 12


8) Add-on Sales Space Size ( if registered in Navision )

9) Indicate Sales Space Type ( Flexible or Non Flexible )

10) Goods Dominance Qty ( if any )

11) Indicate Multipack Qty

12) Indicate Goods Flow Classification ( Too Small / Indirect / Direct / Too Big )

13) Indicate Minimum Direct Qty ( MinDir ) to registered in Navision to classified as

Direct Flow

INV/BUS – TOP 10 LIST – IKEA – 78204

Used to generate report on TOP by HFB or Store at specific period.

Responsible - Sales & SSS

Frequency - Weekly

TAB A ( Per BA - Generate by HFB ) or TAB B ( Per Item - Generate by Item/Store ) : -

1) Filter on Desire Date

2) Select your HFB(s)

3) Filter by Replenishment Code or/and Sales Method

3

2

1

C

B

A

3

2

1

1

2

3

4


TAB C ( Option )

1) Select Smallest / Largest ( Sort by )

2) Select by Sales (LCY) Value or Sales (QTY)

3) Number of Articles in Report ( eg. TOP 20 , TOP 75 etc )

4) Generate Report either by HFB or Item ( Store ) Level

1) Indicate - Item or HFB TOP

2) Ranking of the Article ( Overall Item (Store) or HFB )

3) Article Number


5) Article HFB

6) Article Current Range Code

7) Sold Value as per Filter Date

8) Sold Qty as per Filter Date

9) Indicate % of Individual Article Sales Value Contribution YTD

10) Total Inventory on Hand ( Sellable Stock + Blocked Stock )

11) Current Gross Margin

13

12

2 3 4 5 6

7 8

9 10 11

14

1


12) Total YTD Contribution in Value on TOP XXX

13) Total Store Sales Value ( Depends on Filter Date )

14) Total YTD % on TOP XXX

LOCATION/BIN – ITEMS - 78226

Used to generate article(s) in WH Buffer or Backflow Location. It can also use to

check if any normal article(s) is accidently blocked in buffer which in turn can affect

ordering.

1) Filter by Fullserve/Selfserve or Both

2) Filter by Bin


4) Exclude Picking Location

3 4

2

1


1) Indicate Buffer Location

2) Article Number


4) Article Qty at Buffer Location

5) Last transfer/movement

6) Showing if this article is blocked or not. If article(s) is indicated blocked, it’s pending

on SIRIM / Sales Stop / Quality / Corporate etc

MAINTAIN SALES SPACE SUMMARY – 77301

Summary report shows the different classifications in numbers and

percentages, sub totalized per PA, RA, BA and on store level.

Responsible – Sales & Logistics

Frequency - Weekly

1) Select your HFB

2) Filter Desire Replenishment Code

3) Filter by Sales Method or Service Level (Optional)

3 2 1

6 5

4

2

1

3


1) Breakdown & Indicate by Product Range Area / Product Area / HFB

2) % of Direct Flow by each PRA / PA

3) % of Indirect Flow by PRA / PA

4) Indicate Article Count / % having TOO BIG Sales Space

5) Indicate Article Count / % having DIRECT Sales Space

6) Indicate Article Count / % having INDIRECT Sales Space

7) Indicate Article Count / % having TOO SMALL Sales Space

8) Indicate Article Count / % having MISSING Sales Space ( Only article without Sales

Space Register )

9) Indicate Article Count / % having FLEXIBLE Sales Space

10) Total Article Count per PRA / PA / HFB

11) Overview Result by each HFB

12) Overall Result by Sales Method

13) Overall Result on Store Level

1 2 3 4 5 6

12

11

10 9 8 7

13


SUGGESTION, SALES SPACE CAPACITY – 77302

The sales space size of an article should not be considered as static. It needs to be

maintained and adjusted over time in accordance with the average sales pattern. By

setting the sales space size as close as possible to the "Suggestion" given by

Navision one ensures that the goods flow classification will remain 'Direct' even if the

sales pattern fluctuates over time. As a result, the door-to-floor percentage will be as

high as possible. It is essential to evaluate the sales space sizes per article regularly.


Frequency – Weekly


2) Select Replenishment Code

3) Select Sales Method / Service Level / Range Code ( Optional )

4) Select Goods Flow Classification

5) Select Sales Space Type ( Optional )

5 4

1

3

2


A

1) Indicate Article PA

2) Indicate Article Current Range Code

3) Indicate Article Description

4) Indicate Current Average Weekly Sales ( AWS )

5) Indicate Pallet Qty

6) Indicate Current Sales Space Type ( Flexible / Non Flexible )

7) Indicate Current Sales Space Capacity Registered in NAV

8) Indicate if any Add-on bin registered ( Yes / No )

9) Indicate Last Changed Date on Sales Space Capacity

10) Indicate Current Goods Flow Classification ( Missing / Too Small / Indirect / Direct /

Too Big )

11) Indicate Minimum Qty to registered as Sales Space Capacity.

12) Indicate Minimum Direct Qty to registered as Sales Space Capacity to classified as

Direct Flow.

13) Indicate Qty suggested by NAV to registered as Sales Space Capacity

B

1) Indicate Article Location ( Markethall / Selfserve / Fullserve / Missing (If no picking )

2) Indicate Article Bin

3) Indicate Article Number

4) Indicate Safety Stock Qty ( AutoBin / Mathematical Safety Stock / Safety Stock Limit

/ Lowest Sales Qty – These datas is from Sales Space Management Function )

5) Indicate Multipack Qty

6) Indicate Sales Space Capacity Weeks ( Sales Space Qty / AWS )

7) Indicate Add-on Qty if any

8) Indicate Goods Dominance Qty registered if any 9) Indicate Maximum Qty to registered as Sales Space Capacity. Any qty registered

above MAXIMUM Qty will be classified as TOO BIG.

1

B

A 5 6 7 8 9 10 11 12 13 2

1 2

3 4

4 3 7 6 5 9 8


OVERSTOCK – 78119

Overstock is when physical holding stock is more than 15 weeks of forecast.* ( Total

Sellable Holding Stock divided by Current AWS ( Average Weekly Sales ).

Responsible – Sales & SSS

Frequency - Weekly

1) Select your HFB

2) Filter by Sales Method ( Optional )

3) Filter by Replenishment Code

4) Default Number of Weeks Sale. You can change to more than 15 weeks IF

NEEDED.

5) Tick if include article that have no sales. If no AWS, it will shows 999 weeks stock in

report.

4

3

2

1

5

1 2 3

4 5 6 7 8 9 12 11 10


1) Article Product Area

2) Article Number

3) Article Description 4) Indicate Current Replenishment Code


6) Indicate Current Year Range Code

7) Indicate Last Actual Sold Qty

8) Current Average Weekly Sales ( AWS )

9) Current Sellable Stock Qty

10) Current Article Sellable Stock Week

11) Total Volume on Sellable Stock

12) Total Value on Sellable Stock

13) Indicate Number of Articles per HFB

14) Indicate Total Volume per HFB

15) Indicate Total Value per HFB

13 14 15


PROMOTION USED

Used to generate a list of articles with coming week promotion outside Leadtime.

Responsible – SSS

Frequency - Weekly

Sales & SSS to monitor & follow-up weekly during promotion period.

3 2

1 1) Filter by Replenishment Code

2) Select your HFB

3) Filter by Sales Method /

Service Level or Both


Example of Excel Report (Auto Export into Excel Format once done generating)

Example ( Item Period Sales ) = Leadtime 4.3

3 4 1 2 1) Article Number

2) Week with Promotion

3) Promotion Qty

4) EWS outside Leadtime


DELIVERY MAX REPORT – 88032

Is used for the selection & follow-up of the Flex Delivery Range. The main

parameters used to identify if the articles is a Flex Delivery article are FullPalletMark

(=1) & Max Del Qty (1-9)

(Full Pallet Mark – the article always is ordered in full pallet regardless of the need)

(Delivery Max Qty - A parameter indicating number of pallets that the receiving

store can receive above the Sales Space Size or forecast and can be set from 1 to 9

pallets in Navision. It’s regarding maximization of trucks, but DOES consider the

overall Sales Space Size & article quantity in the store)

Responsible – SSS

Frequency - Weekly

1) Select HFB

2) Select Replenishment Code to “10”. Articles in DSP FF will have SRP code as “10”.

3) Report will be exported into Excel File as below.

3

2

1


SALES & PROFIT BA – 78204

Used to generate report on Sold Value & Volume, Profit, Cost of Sales at specific date

desire ( Month(s) or Week(s) ).

1) Filter Desire Date

2) Select your HFB / PA

2

1

3 4 5

6 7 8

1 2

9


1) Indicate HFB

2) Indicate Filter Date eg. A) 01/01/11..31/12/11 ( Start & End Date ) or B)

..31/08/12 ( No Start Date but with End Date )

3) Showing HFB / PA / PA Description

4) Indicate Sold Value as Filter Date per PA

5) Indicate Cost of Goods Sold as Filter Date per PA

6) Indicate Sold Volume as Filter Date per PA

7) Indicate Profit in Value per PA ( Sold Value – Cost of Goods Sold )

8) Indicate Average Profit in % per PA ( ( Cost of Goods Sold / Sold Value ) * 100 ) –

100 )

9) Indicate Total HFB ( 3 – 8 )

STOCKLIST – 78208

Used to generate report on article(s) with buffer stock & picking location created but

without sellable qty at picking location. Also describe as LOCAL-LOCAL


Frequency - Daily

1) Select either Fullserve or Selfserve or Markethall or ALL

2) Input 0. This indicate zero stock at picking location.

3) Input “PICKING”. Indicate only article with picking location registered.

4) Select your HFB / PA

5) Tick to only show Articles with Bufferstock

4

3 2

1

5


1) Indicate Picking Location



4) Showing Buffer Location

5) Showing Respective Buffer Location Qty

6) Indicate Qty going out from Buffer Location & going into Picking Location

6

5 4

3

2 1


Delete Old IKEA Order Lines ST

Order Status Code.

Input your order

status accordingly

7 6

5

3 2

1

4


1) Filter your selected date(s) eg. A) 01/01/11..31/12/11 ( Start & End Date ) or B)

..31/08/12 ( No Start Date but with End Date )

2) Indicate your order status

3) Set Quantity to “0” (Zero). Only delete those article(s) with “0” qty in IKEA Order.

4) Order Status Code & Description

5) Additional Function to use

6) Tick if you want to delete filtered records as Steps 1 to 3. If you want to view to

check, do not tick.

7) Prompt message if you tick Delete Filtered Records without viewing.

8) Once deleted, prompt message will appear to indicate successful deletion

9) Indicate IKEA Order number

10) Indicate Order Create Date

11) Indicate Article(s) number

10

9

8

11

IKEA Order

Line Report


ITEM INFO LIST – 77306

The monthly report is named “Item info list” (also called sales steering list). This

report gives a total overview of all active articles in a specific business area (HFB) or

Product Area (PA) and can be used to see which articles sell less than expected and

maybe need to be activated.


Frequency - Monthly

1) Filter by your HFB / PA

2) Filter by Replenishment code

3) You can tick “ Show Sales Info (Sales Information Text)” & Sales Info will appear in

report. If not, No Sales Info will appear.

4) Indicate PA


6) Indicate Article Description & Sales Info ( If any – You can view in Retail Item Card

(SF,CS,WH under Sales Tab ).

7) Indicate Current Range Code ( A, K, Ö )

8) Indicate Current Commercial Code ( ACT,BAS,DET,EXTRA,SACTB,SBAS,UTG )

9) Indicate Current Replenishment Code

10) Indicate Certainty Factor ( Safety Stock Week ). You can view in “Sales Space

Management” under EOQ Tab.

11) Indicate current Sellable Stock excluding Blocked Qty

3

9 8 7

6

5

4

2

1

13 12 11 10 16 15 14


12) Indicate Total Qty sold in current catalogue/financial year. You can view in “Retail

Item Card ( SF/CS/WH ) under Sales Tab.

13) Indicate Actual Qty Sold previous week.

14) Indicate Average Week Sales ( AWS ) previous week. Should there is an adjustment

of AWS, it will indicate new AWS.

15) Indicate Expected Weekly Sales ( EWS ) previous week.

16) Indicate Last Stock Count ( Daily Inventory Count ).

UPCOMING SHORTAGES

Is used to detect all articles with stock on hand less than critical out-of-stock signal

parameters


Frequency - Daily

1) Select your HFB & other Criterias

2) Input 100 in Sellable Stock less then %.....

1

2

10 9 8 7 6 5

3

12 4 11 14 13 16 15


3) Details of your criteria(s) selection

4) Indicate Current Range Code



7) Article Number

8) Indicate Safety Stock - Data is from Sales Space Management Menu > SSM Tab >

Auto Bin / Mathematical Safety Stock / Safety Stock Limit / Lowest Sales Qty. Safety

Stock Qty is denote with red bar as below example

9) Indicate Sales Space Type – Flexible or Non Flexible.

10) Indicate Current Sales Method

11) Indicate Current Sellable Stock on hand ( Picking Location + Buffer )

12) Indicate Qty in POS Order if any.

13) Indicate Current Sellable Stock on hand ( Only in Store & does not incl. EXTERNAL

QTY )

14) Indicate Qty in Reservation (Not Valid. If any qty, have to transfer back to sellable

stock)

15) Indicate Total Confirmed Indeliveries Qty ( Purchase Order )

16) Indicate the FIRST tentative ETA week as in Purchase Order.


ZERO STOCK LIST – 50056

is used & as an information list for sales showing items that ran out of stock or are

coming back in stock. This information will assist sales to manage the price tags

information and if they have to remove or bring back items for display and should be

run per HFB. Every sales area in the showroom will run this report in the morning for

their own HFB. The report will split into 3 areas of information.

Responsible – Sales (SR) & Logistics

Frequency - Daily

1) Select your HFB

2) Select by Sales Method / Service Level or Both ( Optional to use )

A. List with items that are since today out of stock (New Cards)

1) Indicate PA

2) Indicate out of stock Article Number

3) Indicate out of stock Article Description

4) Indicate tentative ETA week of confirmed indelivery shipment. If blank, indicate no

indelivery shipment yet. (For more details, do check in Navsion & with Logistics).

1 2 3

2

1

A 6 5 4


5) Indicate Current Replenishment Code.

6) Indicate Current Sales Information Text. ( if any )

B. List with items that are back in stock as of today (Remove Cards)

1) Indicate PA

2) Indicate Back to Stock Article Number

3) Indicate Back to Stock Article Description

4) Indicate Current Sellable Stock

5) Indicate next tentative ETA week of confirmed indelivery shipment. If blank, indicate

no indelivery shipment yet. (For more details, do check in Navsion & with Logistics).


7) Indicate Current Sales Information Text ( if any )

8) Indicate Container Number if any unloading for this article.

C. List with items that are still out of stock (Existing Cards).

1) Indicate PA

2) Indicate still out of stock Article Number

3) Indicate still out of stock Article Description

4) Indicate next tentative ETA week of confirmed indelivery shipment. If blank, indicate

no indelivery shipment yet. (For more details, do check in Navsion & with Logistics).


6) Indicate Current Sales Information Text ( if any )

B

1 2 3

6 5 4 7

8

C

1 2 3

6 5 4


MR161 LOGISTICS KPI

To give an operative overall status on the operation in the Logistics Dept. The report

is grouped by five areas ( Sales , Stock, Range, Service Level, Handling ).

However, it’s share with Commercial Teams Members.

Responsible – Logistics

Intended Receivers – All Commercial Teams Managers/Asst Managers.

Frequency - Weekly

Indicate Current

Week / Year

Report.

Reporting is from

Sunday to

Saturday.

1 2 3

4


1) SALES :

a) Net Sales - Indicate Total Sales Amount per HFB ( Sunday to Saturday )

b) Sales LY Index – Total Sales Amount compared in same period the previous year

c) Sales in m3 – Total Volume in cubic meters of all sold articles

d) Sales in m3 LY Index – Total Sales in m3 compared in same period the previous

year

2) STOCK :

a) Stock Value – Total Stock Value per HFB ( in sales floor + buffer )

b) Stock on Sales Floor % - Share of stock that is on sales floor ( Markethall /

Selfserve / Fullserve )

c) Overstock Value – Total Overstock Value of articles with more than 15 stock

weeks ( Goal : <= 20% )

d) Overstock % - Overstock as a percentage of Total Stock Value per HFB

e) Concrete Value – Total Concrete Value for articles that have no sales for more

than 5 weeks ( Goal : <= 6% )

f) Concrete % - Concrete as a percentage of Total Stock Value per HFB

g) Outgoing Value – Total Outgoing Value of articles that are discontinued

( Goal : < 50 articles )

h) Outgoing % - Outgoing as a percentage of Total Stock Value per HFB

i) Activity Value – Total Activity Value of all activity articles in the active range

j) Stock Takes Gross % - Same as net stock takes but all NEGATIVE ADJUSTMENTS

are taken as POSITIVE. ( Goal : <= 1% )

k) Stock Takes Net % - All Stock Adjustments due to counting of the stock.

3) RANGE :

a) Active Range – Number of active articles per HFB

b) Overstock – Number of overstock articles per HFB

c) Concrete – Number of concrete articles per HFB

d) Outgoing – Number of articles per HFB

e) Activity – Number of articles per HFB


4) TOTAL OVERALL STORE RESULTS

5) SERVICE LEVEL :

a) Service Level ( S1 , S2 , S3 ) – Indicate number of articles per HFB in each

Service Level

b) Central Shortage ( Centr ) – Indicate number of article(s) with central shortage (

No availability at Supplier and/or DC )

c) Non Central Shortage ( Non Centr ) – Indicate number of articles with Non

Central Shortage ( Availability at Supplier and/or DC but No Stock in store.

d) S1 , S2 , S3 % - Total ( S1 , S2 , S3 ) articles with stock as percentage

compared to Total Active Range of ( S1 , S2 , S3 ) articles per HFB ( Goal : S1 -

99% , S2 - 97% , S3 - 95% )

6 5


6) HANDLING :

a) Handling m3 – Indicate number of times an article(s) is/are picked out from

BUFFER locations to the picking locations per sold m3. ( Goal : <= 1% ). You

can refer to Goods Flow for articles list. b) Whole Pallet Share DC – Share of the pallets from DC that has only one article on

it. ( Not valid & measure )

c) Direct Flow % - Share of articles that have sales space type as Direct Flow per

HFB. ( Goal : => 75% )

d) No of Handouts – Total number of sales transactions on fullserve articles.


ITEM PERIOD SALES ( IPS )

It details the history of each article selling trend.

Go to Retail Item Card (SF/CS/WH). Click on “ITEM TAB” & select Item Period Sales.


1) Indicate Article Number & Description

2) Indicate HFB & PA

3) Indicate Start Date & End Date of the week ( Sunday to Saturday )

4) Denotes Week Number

5) This is the actual number of pieces sold for a given week of the article

6) A number in this column indicates a change to the forecast has been made for the

given week which will affect all future forecasts from that point onwards

7) This is the average of the sales for this article.

8) This is the forecast for the article in a given week

9) A number in this column indicates a change to the forecast has been made for the

given week

10) This is the number of pieces calculated by the system as the minimum stock holding

to ensure the future forecasts can be sold

11) This is the budgeted index for this week and will affect all articles in the range. The

weekly index is set according to budget estimate per week and defines the

significance of a specific week related to an average week. It influences the

calculation of the expected weekly sales. 12) A number in this column indicates the number of pieces in addition to the normal

sales rate which will be sold as part of a promotion, activity, etc.

13) This is the sales jump placed on the article for this week. The sales jump will

increase the EWS by a percentage to coincide with a planned new sales rate.

14) A tick in this box indicates that no sales were recorded for this article in a given

week.

1 2 13 14 7 9 10 11 8 12

4 5 6

3


CRITICAL FORECAST ERROR - 78216

What is the Critical forecast error report?

~ It shows how well an article is behaving concerning the two main factors, trend &

reliability. The list only contains articles that are problematic equal to a trend or

reliability signal on a certain level.

What is a trend and reliability signal?

~ The trend compares the new AWS with the old AWS and gives a signal if the trend

is too steep. ( Tolerance Limit : + / - 4 )

~ The Reliability compares the Expected weekly sales with the Actual sales and give

a signal if outside the tolerances. It is an indication of how good our forecast is

compared to what we actually sell. ( Tolerance Limit : + / - 0.60 )


Frequency - Weekly

1) Select your HFB

2) Select your Replenishment Code

3) Select your Service Level / Sales Method / Range Code ( Optional )

4) Default Tolerance Limit on Realibility & Trend Signal

3

2

1

4




3) Indicate Article Service Level

4) Indicate Article Current Replenishment Code

5) Indicate Reliability signal for the article. A negative number indicates underselling to

forecast and a positive number indicates overselling to forecast.

6) Indicate Trend signal for the article. A positive number indicates a trend of

overselling to forecast over several weeks, a negative number indicates a trend in

underselling to forecast over several weeks.

7) Indicate Current Average Weekly Sales ( AWS )

8) Indicate Current Forecast Expected Weekly Sales ( EWS ).

9) Indicate Last Actual Sold Qty

10) Indicate Current Sellable Stock on hand.

11) Indicate number of weeks without sales.

12) The last date when stock was counted using the Stock Count Process

13) Indicate Signal name base on Sales Information ( SinFo Text )

1 11 10 9 5 8 4 7 3 6

2 13 12

THE KEY ITEMS TO NOTE ON THE REPORT ARE THOSE WITH A STAR (*) BESIDE THEIR RELIABILITY OR TREND SIGNALS. THE STAR INDICATES THAT THIS IS THE REASON WHY THE ARTICLE IS ON THE REPORT AND THEREFORE WHERE THE SHOPKEEPER SHOULD PLACE THEIR FOCUS.


DEFINITION

Replenishment Code (SRP Code) Definition

Code Description

0 Manual order or item has not yet been sales start

1 Automatic Replenishment

10 Central Ordering

11 Laws & Standards

12 Locally Sourced Articles

2 Manual Orders

3 Local Order Stop

4 Customer Delivery/DDC (Not Used)

5 Manually Ordered Activity & Free Range/DET

6 Administration Articles

7 Outgoing Article

77 Inactive Articles

8 Café and Restaurant Range

9 NEWS not yet sales started ( Before PCD )

Service Level

Code Description

1* IKEA’s Top sellers, Always available for sales. Strategic

catalogue articles and Key articles for product systems.

2 Other top sellers

3 Other K-articles **, Not classified as S1 or S2

4 Other articles, no buffer stock demands.*

5

Used for articles in periods where IKEA does not want to

measure the service level. A discontinued article will now

be classified as S5 at 8 or 2 months prior the EDS

according to business rules, S5 is set automatically in PIA

once an article has an approved End Date Sale (EDS).

Same classification in all countries: Exceptions from the

rule e.g. products with strategic sales support in our

catalogues (AD-page, Back-page, Front-page)** Definition

of K-articles = Articles with a picture and a price within the

catalogue i.e. the offer to the customer.

S1-S2 classified articles should cover 75% of the sales per

country and is connected to the article frame.

IOS/BA has the responsibility to make the classifications

for all countries

R

e

m

a

r

k

s


Commercial Class

Code DescriptionBAS and SBAS classified articles together form the

year round the IKEA core offer, and secure the width

and depth of styles and functions in the home

furnishing businesses.

Selected BAS, called SBAS, is a selected range for

stores with a limited capacity. The remaining year round

core offer is classified as BAS.

ACTB /

SACTB

Articles part of the core offer, with a distinct seasonal

pattern and not sold all year round are classified

SACTB for stores with a limited capacity and ACTB for

other stores.

ExtraArticles classified as EXTRA are an extension to the

core offer with the aim to increase the width and/or

depth of the range.

ActActivity article, articles classified with ACT are not part

of the core offer. They are sold over a shorter period or

a season.

DET

Retail chosen article; all articles within free range and

local sourcing initiatives are classified as DET on a

global level and normally at country level, with the

below exception.

TestArticles part of a global or national test. They are valid

for a limited specified period of time.

BAS /

SBAS

Range Code

Code Description

A outgoing

Ö other

K catalogue

Sales Method

Code Description

M Markethall

S Selfserve

F Fullserve


The goods flow classifications are the following;

• 'Direct' (the sales space is defined inside the limits so that in deliveries and sales are

optimized)

• 'Indirect' (the sales space is not inside the limits, but they are not too big or too small. The in

deliveries (ordered quantity) will be adjusted according to the parameter MAX_BUFFER in the

ordering process)

• 'Too Big' (the sales space is too big according to sales and the effect will be that the sales

space will never be completely filled up by the incoming delivery. Not even with the auto-bin

effect in use.)

• 'Too Small' (the sales space is too small according to the sales and the effect will be that you

will have to replenish the sales space at least twice a week which will lead to costly handlings.

Also here the MAX_BUFFER will be used in your ordering calculations)

• 'Missing' (The sales space is not known by Navision and therefore you will not have any

refilling or need calculated for your ordering)


GOODS DOMINANCE

Viewable in Sales Space Management Function.

Goods Dominance (sometimes called Product Dominance)

is the sellable inventory which is presented above the show models at a height of 1.5 meters

or more and it’s used to guide customers to find the products they are looking for. It also

stresses the low-price profile by showing that IKEA is a large volume retailer.

Most items have one or more pieces which have been taken out of their packaging for

display purposes. These products are no longer have article numbers and are therefore no

longer part of sellable inventory. These are registered in NAVISION under DISPLAY Bin.

Items in Goods Dominance are presented in their packaging and therefore included part of

sellable inventory. It should be registered accurately in NAVISION.

NAVISION will always make sure that the quantity stored in Goods Dominance is filled as it

is there for presenting purposes. Whilst calculating internal replenishment for an article with

Goods Dominance, NAVISION will replenish not only the picking bin, but also the Goods

Dominance. In other words, the reordering point is heightened.

NAVISION REPORT MANUAL v1

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Transcript of NAVISION REPORT MANUAL v1