List and description of processes needed to run the firm and what they will do.

List and description of processes needed to run the firm and what they will do.
Fulfillment Process Steps:

Pre-sales Documents (triggers by customer input):
• Inquires from Customer (request for information)
• Quotes (binding documents to a customer offering a specific quantity of material, at a specific price, if accepted within a specific period)
• Both Inquires and Quotes can be used as starting point to create a customer order
Sales Orders:
• Receive by Internet, Phone/Fax, Walk In, and Mail
• User Input:
o Partner Functions
o Material Number
o Quantity
o Date
• Customer Master:
o Contact Information
o Shipping Data
o Billing Data
o Partner Functions
• Material Master:
o Material Description
o Unit of Measure
• Organizational Data:
o Client
o Company Code
o Sales Area
o Delivery Plant
• Pricing Condition: Conditions
• Contracts: Contract Number, Material Number, Quantity, and Delivery Date
• Customer Material Information Records: Conditions, Billing Data, and Shipping Data

Credit Check:
• CSR will perform a credit check on company who order our products
• To check availability on the company on paying their bill

Warehousing:
• Create pick list
• Inventory Sourcing: (check product availability)
• Pick order:
o Online inventory reporting
• Order Check for accuracy
• Quality Control inspection
• Unloading, de-stuffing, and cross docking of containers
• Packing:
o Packing List
o Purchase Order
o Bill of Lading
o Label
• Palletize:
o Strap
o Shrink wrap
• Shipping / Dispatch Order:
o Schedule delivery to customer
o Transportation schedule
o Create delivery documents (Way Bill get done)
o Create transfer orders for material picking
o Provide packing information
o Release Shipment
o Confirm Shipment / Posting goods issue
? Update Accounting through online Shipment reporting
? Update Inventory data
Invoice:
• Account Payable create invoice to customers
Receive Payment:
• Account Receivable process and record payment from customer
• Update Customer Profile for payment receive

List and description of the departments needed to run the firm and how many staff each
department may need (use your best estimate from discussion within the group)

Customer Service Department:
• Answer Inquires from customer (request for information)
• Send Quotes to customer
• Enter Sales Order in the system
• Create customer Profile (if new customer)
• Submit and Perform Credit Check for customers
• Element of a Sales order/ Enter Order:
o Customers place order with Customer Service Representative (CSR) who will create a document in the system
o Information is pulled from Master data on customers, materials, and pricing conditions for each item to minimize data entry errors

Warehouse Department:
• Create pick list
• Inventory Sourcing: (check product availability)
o Availability check (to determine if product is available to promise the customer)
o Determine how the product will be supplied:
? From stock-on-hand
? From production or purchase orders that should be available
? From make-to-order production
? Shipped from an external supplier
? Shipped from another plant or warehouse
Inventory Sourcing Occurs when:
o An order is created
o An order is changed
o When the delivery document is created
• Pick order:
o Online inventory reporting
• Order Check for accuracy
• Quality Control inspection
• Unloading, de-stuffing, and cross docking of containers
• Packing:
o Create Packing List
o Create Purchase Order
o Create Bill of Lading
o Create Label
• Palletize:
o Strap all products
o Shrink wrap the pallets
• Shipping / Dispatch Order:
o Schedule delivery to customer
o Transportation schedule
o Create delivery documents (Way Bill get done)
o Create transfer orders for material picking
o Provide packing information
o Release Shipment
o Confirm Shipment / Posting goods issue
? Update Accounting through online Shipment reporting
? Update Inventory data

Accounting Department:
• Account Payable:
o Create invoice to customers
o Make payment to suppliers
o Update system for supplier payment
• Account Receivable:
o Process and record payment from customers
o Update Customer Profile for payment receive
• Payroll function for employees
Creation of a movement template showing the “From-To” volumes of material moving between facility departments.

Creation of a Relationship Matrix showing both proximity need and reason codes for the proximity chosen.

Spreadsheet showing the required number of pallet positions of storage by month for each product. Also, you need to determine how much storage capacity Our Facility needs to have and how you came to that decision. How will you handle any extra requirements if any? What will the facility utilization be for each month. Note that you will design the storage system in Part 2 once we have covered that material.