BLS FTA by linfengfengfz

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									Site Assessment
Date:                                                                                                                                Input date
Company:                                                                                                                             Input company being assessed
Branch:                                                                                                                              Input branch location


                      Walk through physical facilities
Inbound                                                 Despatch
 Traffic control                                            Housekeeping
   Notification / prioritisation                            Picking accuracy
   Congestion / manoeuvring space                             Picking procedure
 3PL transport service providers                              Documentation / system
   Contractual / Ad hoc?                                    Security
   Observed competence                                      Area fit for purpose
   General appearance                                       Manning
   Fit for purpose                                            Observed competence
                                                              General appearance
Receiving                                                   Materials handling equipment
 Housekeeping                                                 General mechanical condition
 Receipt accuracy                                             Physical appearance
   Receiving procedure                                        Fit for purpose
   Documentation / system
 Security                                               Outbound
 Area fit for purpose                                       Traffic control
 Manning                                                      Notification / prioritisation
   Observed competence                                        Congestion / manoeuvring space
   General appearance                                       3PL transport service providers
 Materials handling equipment                                 Contractual / Ad hoc?
   General mechanical condition                               Observed competence
   Physical appearance                                        General appearance
   Fit for purpose                                            Fit for purpose

Warehouse
 Housekeeping
 Putaway accuracy
   Documentation / system
   Putaway procedure
 Racking & Binning
   Physical appearance
   Fit for purpose
 Security
 Area fit for purpose
 Manning
   Observed competence
   General appearance
 Materials handling equipment
   General mechanical condition
   Physical appearance
   Fit for purpose




       This Workbook and its contents are the intelectual property of Super Group Ltd and may not be reproduced without the express permission of Super Group Ltd
Customer Service Comments/Requirements
Date:
Company:
Branch:
Is there a written customer service statement ? (provide copy)
Who is the end customer?
Are different levels of service provided by customer by sku?
Is there a customer ABC? (Copy onto spreadsheet)
How is customer service measured?
                      Stock availability
                      Order completion
                      Delivered on day promised
                      Error free picks
                      Other (list)
What is the current customer service level?
(provide necessary documentation)
How often is customer service measured?
Is there a single point of customer service?
How are backorders handled?
Do you attempt to differentiate service between types of customer?
ce Comments/Requirements
                     Jan-00
                     Jan-00
                     Jan-00
Enabling Systems
Date:
Company:
Branch:

  1 LAN & WAN infrastructure
      Direct access by all branches
      PC access

  2 ERP system in use
      Direct access by all branches

  3 Internal / External communications
       E-mail
       Intranet
       Internet

  4 Supply Chain Enabling Systems
      Warehouse Management System
         Current utilisation and user-perceived results
         Optimisation capability
      Inventory Management System
         Current utilisation and user-perceived results
         Optimisation capability
      Transport Management System
         Current utilisation and user-perceived results
         Optimisation capability
      Distribution Optimisation System
         Current utilisation and user-perceived results
         Optimisation capability

  5 Integration of systems
       Supply Chain systems to each other
       Supply Chain systems to ERP
       ERP to MIS

  6 Key performance indicators (KPI) (Stategic, Tactical
    and Operational)
      Generated by whom and from where
      Frequency of reporting
      To whom reported
Jan-00
Jan-00
Jan-00
Forecasting
Date:                                                      Jan-00
Company:                                                   Jan-00
Branch:                                                    Jan-00
 1 How many factories do you order from?

2 What is your ABC of SKUs?
  AA % of volume         % of SKUs
  A    % of volume       % of SKUs
  B    % of volume       % of SKUs
  C    % of volume       % of SKUs
3 How frequently do you order?

4 How far ahead do you have to order?

5 Are minimum or fixed quantities used in
  determining order release quantities?
6 What are the average lead times by major
  product group?

7 How do you know what is on order?

8 How do you know when your order will
  arrive?

9 Describe who is responsible for:
     Demand forecasting
     Purchasing
     Master scheduling
     Production scheduling
     Sales
     Marketing
     Logistics
10 Are finished goods inventory target levels
   established by sku?

11 Who is responsible for establishing
   product level forecasts?
12 How are inventory levels at the branch
   set?

13 How do you know when to replenish
   stock at branch?

14 What do you include in your inventory carrying costs?
    Cost of money
    Property taxes
    Insurance
    Variable storage costs (power, light etc.)
    Obsolescence
    Shrinkage
    Damage
    Administration

15 Describe the statistical systems to
   forecast inventory requirements?


16 How frequently are forecasts done?

17 How are forecasts communicated to
   production / suppliers?
18 How accurate are your forecasts?

19 What are the major reasons, if any, for
   fluctuations in you forecasts (price rises,
   promotions, event specific orders, back orders, etc.)
20 Who determines the ABC categories of
   products and criteria used?
21 What type of reports are produced on
   inventory management?
Order Processing
Date:                                                          Jan-00
Company:
Branch:
 1 Describe the ordering process




 2 Who is responsible?
   Who authorises the final order?
 3 Are there information bottlenecks (e.g. getting
   marketing forecasts, inventory levels from branches etc.)


 4 What are your average order size?
    Is there a minimum order size?
    How often are orders placed?
    Who decides on the trade offs, if any, between the
    order size and logistics costs?
       Ex supplier?
       Ex branch?

 5 Lead times?
     Required?
     Actual?
     Product availability ex suppliers?
     Bottlenecks?
     Internal stock transfer lead-times?




                                                               No. The visibility provided by the current IT platform is very limiting and not
 6 National stock grid: does it exist?                         conducive to inteligent stock forecasting or control
     Branch stock visibility?                                  Very limited and requires separate dailups to interrogate the various SKUs
     Enabling systems?
     Order trigger?                                            Primative EOQs
     Prioritisation process?                                   Generally manual


 7 What are your inventory targets?
    Who determines them?
     Is this done by ABC category?




                                                               Annually or as the circumstances dictate. E.g. a product may not have moved for
                                                               48 months and be currently a category 4 (obsolete item), suddenly the item sells
                                                               and the item is recategorised as a category 1. This item may have a large stock
                                                               which is then injected back into the current stock evaluation and holding, it will be
 8 How frequently are A, B and C items reviewed?               here until the next 48 months pass until it becomes an obsolete item again.




 9 What reports are produced - who are they circulated to?
Emergency Order Process
Date:                                                           Jan-00
Company:                                                        Jan-00
Branch:                                                         Jan-00
 1 Describe the ordering process




 2 Who is responsible?
   Who authorises the final order
 3 Are there information bottlenecks (e.g. getting
   marketing forecasts, inventory levels from branches, etc.)


 4 What are your average orders per annum?
    By monetary value
    By SKU
    By Branch




 5 Describe the physical inbound process
     Physical constraints
     Bottlenecks
     Benchmark comparison with other companies




 6 How do you set priorities?




 7 Frequency as a % of normal orders?
     By monetary value
     By SKU


 8 How frequently are emergency orders placed
     Average monetary value per consignment
     Physical size per consignment
     Lead time from order placement to receipt
     Bottle necks
 9 What reports are produced - who are they circulated to?




10 Suggested improvements / opportunities
Inventory Analysis
Date:                                                 Jan-00
Company:                                              Jan-00
Branch:                                               Jan-00

Total number of SKUs

                                  ABC analysis by volume
                                   % of volume          No of items    % of SKUs
AA items
A items
B items
C items
Obsolete
Total

                               ABC analysis by monetary value
                                   % of volume           No of items   % of SKUs
AA items
A items
B items
C items
Obsolete
Total

Average monthly sales by cost value


Average value of stock last 6 months by cost value


Average stock turns p.a.


Average stock age - days


Number of new product introductions pa


Number of product withdrawals pa


Volume growth over past 5 years (show graph)



Volume growth forecast over next 5 years


Product seasonality (show graph)


National stock grid
  Demand mix per branch
  Parts mix at branch level
  Obsolescence mix by branch
Picking
Date:                                             Jan-00
Company:                                          Jan-00
Branch:                                           Jan-00
 1 Min number of orders picked per day
 2 Avg number of orders picked per day
 3 Max number of orders picked per day
 4 Min number of orders per line item
 5 Avg number of orders per line item
 6 Max number of orders per line item
 7 Frequency of depot orders per week
 8 Avg number of orders waiting in the system

9 Average value per order picked:
     Major supermarkets
     Major wholesalers / cash and carrys
     Supermarkets
     Food services
     General trade
9 Pick to despatch cycle time
10 Time to process an emergency order
11 Percentage of picking errors
12 Number of stock-outs per day
13 Est. average lost sales owing to stock- outs

14 Number of part pallets picked per day
15 Number of full pallets picked per day
16 Attach procedure diagram of the pick process

17 No of personnel (in picking)
     Managers
     Supervisors
     Clerical staff
     Machine operators (forklifts etc.)
     Pickers
     Casual staff
     Security staff
     Other (specify)
     Attach organisational chart
18 Machinery (No. of … for picking)
     Forklifts
     Reach trucks
     Powered pallet trucks
     Manual pallet trucks
     Other (specify)
19 How is productivity measured?
   (e.g. cases per hour)
20 What is the current productivity?
Despatch
Date:                                                       Jan-00
Company:                                                    Jan-00
Branch:                                                     Jan-00
 1 Despatch cycle time required
 2 Average time to load a truck (indicate waiting time)
 3 Despatch planning and scheduling (describe the system)
 4 Procedure diagram for despatch
 5 Personnel (Number of)
      Managers
      Supervisors
      Routers
      Clerical staff
      Machine operators (forklifts etc.)
      Pickers
      Casual staff
      Security staff
      Other (specify)
      Attach organisational chart
 6 Machinery (number, type and age)
      Forklifts
      Reach trucks
      Powered pallet trucks
      Manual pallet trucks
      Other (specify)
 7 Trucks despatched per day
      Own
      Other (specify)
 8 No of drops per day and size
      Major supermarkets
      Major wholesalers / cash and carrys
      Supermarkets
      Food services
      General trade
 9 Avg number of drops per vehicle type
      a. Capacity (e.g. 8 ton)
      b. Capacity
      c. Capacity
      d. Capacity
      j. Capacity
10 Average time per route (gate to gate)
      Major supermarkets
      Major wholesalers / cash and carrys
      Supermarkets
      Food services
      General trade
    Total
11 Average travel times (gate to gate)
      Major supermarkets
      Major wholesalers / cash and carrys
      Supermarkets
      Food services
      General trade
12 Average stop times for deliveries
      Major supermarkets
      Major wholesalers / cash and carrys
      Supermarkets
      Food services
      General trade
13 How is productivity measured?
What are the current levels?
Inbound Logistics Checksheet
Date:                                                                   Jan-00
Company:                                                                Jan-00
Branch:                                                                 Jan-00

How are inbound loads forecasted?




How are inbound loads planned? E.g. delivery dates, time windows etc.




 1   No of requisitions for new product placed daily

 2   No of product lines received daily

 3   No of trucks and/or containers received daily

 4   Are product lines received at specified times?

 5   How many product lines are bar coded?

 6   Are outers as well as inners barcoded?

 7   Do you have bond/security areas?
     If yes how many?
 8   Despatch areas

 9   Receiving areas

10 Receipt/despatch cages

11 Load assembly area

12 Loading / unloading docks

13 Dock levellers

14 Road access areas

15 Canteen requirements

16 Toilet requirements

17 Security requirements

18 Storage metod (fixed bulk, random bulk, fixed
   pick, random pick)
19 Product lines requiring racking

20 Product lines than can be bulk stacked

21 Are there written procedures of the receiving process?

22 Are certain products cross-docked?

23 What is the receiving to stock cycle?

24 What is the total lead time from product replenishment being
   identified to receiving?
25 What percentage of products (vols or sales value) are returned?
   What does this relate to i.t.o. volumes (e.g. cases)
Pallet Dimensions
Date:              Jan-00
Company:           Jan-00
Branch:            Jan-00

     Co. product    Product description   No of units/ Mass   Length + overhang   Width + overhand      Height cms        Total cube
 #      code                                pallet                  cms1                cms2         incl pallet height     sq m

 1
 2
 3
 4
 5
 6
 7
 8
 9
10
11
12
13
14
15
16
17
18
19
24
                                                                                                    Sheet 1




Packing/SKU Dimensions
Date:               Jan-00
Company:            Jan-00
Branch:             Jan-00

      Co. product     Product description   No of units/   Weight   Length   Width   Height   Units per
  #      code                                  outer                 cms1    cms2    cms3      pallet
  1
  2
  3
  4
  5
  6
  7
  8
  9
 10
 11
 12
 13
 14
 15
 16
 17
 18
 19
 20
 21
     Sheet 1




22
23
Warehouse Checklist
Date:                                        Jan-00
Company:                                     Jan-00
Branch:                                      Jan-00

 1   Fire safety

 2   Fire exits

 3   General safety

 4   Ventilation

 5   Fumigation

 6   Bond/security areas

 7   Despatch areas

 8   Receiving areas

 9   Receipt/despatch cages

 10 Load assembly area

 11 Loading / unloading docks

 12 Dock levellers

 13 Road access areas


 14 Canteen requirements

 15 Toilet requirements

 16 Security requirements

 17 Storage method (fixed bulk, random,
    bulk, fixed pick, random pick)
 18 Product lines requiring racking

 19 Product lines than can be bulk stacked

 20 Are there written procedures for
    for handling and storage of product
PUTTING AWAY
 21 No of replenishments per day

 22 Procedures diagram for putting away

 23 Personnel
     Supervisors
     Full time labourers
     Casuals
     Machine operators (e.g. forklifts)
 24 Machinery
     Forklifts
     Reach trucks
     Other (specify)

 24 How is productivity measured?
    What is the productivity rate?
Materials Handling Equipment
Date:                     Jan-00
Company:                  Jan-00
Branch:                   Jan-00
Reach Trucks
      Company                                Power type        Year/month   Capacity    Lift height      Hrs shown on   Replacement   Depreciated   Area allocated
       number      Make            Model   (LPG, diesel etc)   purchased      Kgs                         hour metre       value         value            to




Total
Fork lift trucks
      Company                                Power type        Year/month   Capacity    Lift height      Hrs shown on   Replacement   Depreciated   Area allocated
        number     Make            Model   (LPG, diesel etc)   purchased      Kgs                         hour metre       value         value            to




Total
Turret trucks
      Company                                Power type        Year/month   Capacity    Lift height      Hrs shown on   Replacement   Depreciated   Area allocated
       number      Make            Model   (LPG, diesel etc)   purchased      Kgs                         hour metre       value         value            to




         Total
Pallet jacks
      Company                                Power type        Year/month   Capacity                     Hrs shown on   Replacement   Depreciated   Area allocated
        number     Make            Model   (LPG, diesel etc)   purchased      Kgs                         hour metre       value         value            to




       Total
Other
     Company                                 Power type        Year/month   Capacity      Lift height    Hrs shown on   Replacement   Depreciated   Area allocated
      number       Make            Model   (LPG, diesel etc)   purchased      Kgs      (if applicable)    hour metre       value         value            to




        Total
Warehouse Space & Dimensions
Date:                   Jan-00
Company:                Jan-00
Branch:                 Jan-00

         Warehouse 1                       Warehouse 2                     Dispatch area 1   Dispatch area 2
         Length                            Length                          Length            Length
         Width                             Width                           Width             Width
         Height                            Height                          Height            Height
         Sq metres                         Sq metres                       Sq metres         Sq metres


         Warehouse 3                       Warehouse 4                     Dispatch area 3   Dispatch area 4
         Length                            Length                          Length            Length
         Width                             Width                           Width             Width
         Height                            Height                          Height            Height
         Sq metres                         Sq metres                       Sq metres         Sq metres


         Receiving area 1                  Receiving area 2
         Length                            Length
         Width                             Width
         Height                            Height
         Sq metres                         Sq metres


         Receiving area 3                  Receiving area 2
         Length                            Length
         Width                             Width
         Height                            Height
         Sq metres                         Sq metres
NOTES:
      1 Sketch (if you don't have plans) warehouse dimensions
      2 Sketch in to scale receiving and despatch areas
      3 Sketch to scale the following
                     3.1 The number of row of racks
                     3.2 Indicate the number of pallets wide each row of racking is
                     3.3 Indicate the number of pallets stored per row of racking
                     3.4 Indicate the number of pallets high for each row of racking
                     3.5 Indicate how the pallet positions are used - e.g.
                                      - random bulk storage
                                      - fixed bulk storage
                                      - fixed pick location
                                      etc.
                     3.6 Aisle widths
                     3.7 Bulk storage locations:
                                      - area used
                                      - number of pallet floor positions
                                      - pallet stack height
                                      - aisle widths
Inbound Volumes & Costs (transport into the factory/branch/warehouse)
Date:               Jan-00
Company:            Jan-00
Branch:             Jan-00
Total tonnes received YTD
Average tonnes received / month

Total pallets received YTD
Average pallets received / month

Total units received YTD
Average units received / month

Transporter 1
Name
                                   Source 1   Source 2   Source 3   Source 4   Source 5
           Name of source
Avg. truck capacity Tonnes
                     Pallets
                     Units
No of deliveries YTD
Average deliveries / month
Distance ex factory
Charge per km
Charge per tonne
Charge per load

Transporter 2
Name
                                   Source 1   Source 2   Source 3   Source 4   Source 5
           Name of source
Avg. truck capacity Tonnes
                     Pallets
                     Units
No of deliveries YTD
Average deliveries / month
Distance ex factory
Charge per km
Charge per tonne
Charge per load

Transporter 3
Name
                                   Source 1   Source 2   Source 3   Source 4   Source 5
           Name of source
Avg. truck capacity Tonnes
                     Pallets
                     Units
No of deliveries YTD
Average deliveries / month
Distance ex factory
Charge per km
Charge per tonne
Charge per load
Pallet Capacity
Date:                                Jan-00
Company:                             Jan-00
Branch:                              Jan-00
2 deep aisles
    No of aisles        Length m         Width m   No of pallet positions along Height (pallets)   Total   No of empty positions




        Total
1 deep aisle
    No of aisles        Length m         Width m   No of pallet positions along Height (pallets)   Total   No of empty positions




        Total
Bulk stacking locations
    No of aisles        Length m         Width m   No of pallet positions along Height (pallets)   Total   No of empty positions




        Total
Other (e.g. drive through racking)
    No of aisles          Length m       Width m   No of pallet positions along Height (pallets)   Total   No of empty positions




        Total
                                                                                  Grand Total
Fleet Configuration
Date:                    Jan-00
Company:                 Jan-00
Branch:                  Jan-00

 Co Fleet Registration                    Body      Wheel      Capacity   Capacity   Capacity Year/month Total kms     No of
   No         No           Make   Model   type   configuration tonnes      pallets    units   purchased   to date    assistants




  Total
Fleet Fixed Costs
Date:                   Jan-00
Company:                Jan-00
Branch:                 Jan-00

 Co Fleet   Registration Est replacmnt Est cost of   Est monthly       Lease            Est         Est    Driver   Crew    Driver/crew      Fixed
   No           No            cost       capital     depreciation   (where applic)   insurance   licence   wages    wages    benefits     maintenance




   Total
Fleet Variable Costs
Date:                 Jan-00
Company:              Jan-00
Branch:               Jan-00

 Co Fleet Registration Est monthly                                                  FML        FML
   No         No           kms       Fuel   Oil   Tyres   Maintenance   Repairs   excesses   addn kms




  Total
Inter-Branch Transport
Date:                                                Jan-00
Company:                                             Jan-00
Branch:                                              Jan-00
 1 What is the total amount of spend on
    factory to depot transport?
 2 What are the rates per tonne / km
      From              To
      From              To
      From              To
      From              To
      From              To
      From              To

 3 What transporters do you use?
    From              To
    From              To
    From              To
    From              To
    From              To
    From              To

 4 Is there scope to reduce the number of carriers
   you use?

 5 What are the lead times?
    From               To
    From               To
    From               To
    From               To
    From               To
    From               To

 6 Who decides which carriers to select?


 7 What are the criteria for carrier selection?


 8 Who pays for the transport (e.g. depot,
   factory)


 9 Who selects modes, routes and carriers
   for outbound shipments?

10 Who communicates carrier instructions
   to the depots?

11 How is the depot advised of what
   shipments are being planned and when
   they have been dispatched?
12 How frequently are carriers and routes
   reviewed?

13 What is the basis for determining
   "preffered carrier"?

14 How do order changes and "rush" orders
   affect the the mode/route/carrier selection
   process? How frequently do these occur?

15 Is cross contamination a problem?

16 Do you have special tranport requiremnts?
   (e.g. refrigeration, special protection against
   damage etc.)

17 Do you have any special security problems?
   Can trucks travel at night?


18 Are there incidents of inter-depot transfers?
   If yes, what are the estimated tranport costs?


19 Do you backhaul goods?
   If so, how much are where do they go to?


20 When transporting to agents, does he select
   the carrier

21 How much have you paid YTD for
   demurrage?

22 When planning inbound or outbound tsp
   how are routes optimised?
Fleet Productivity
Date:               Jan-00
Company:            Jan-00
Branch:             Jan-00

Fleet average time utilisation

          Average number of drops per day
          Average monthly kms of fleet
          Est average number of hours operated / day
                    (Confirm with tacho readings)

Fleet average weight utilisation

          Fleet capacity (tonnes)
          Average daily deliveries (tonnes)
          Average capacity utilisation

Fleet average capacity utilisation

          Fleet capacity (cases/equivalent units/pallets)
          Avg daily capacity (cases/equivalent units/pallets)
          Average capacity utilisation
Production Scheduling
Date:                                                        Jan-00
Company:                                                     Jan-00
Branch:                                                      Jan-00
 1 Describe the production scheduling process




 2 Who is responsible?

 3 Are there information bottlenecks (e.g. getting
   marketing forecasts, inventory levels from depots etc.)


 4 What are your average production runs?




 5 What kind of lead times do you need for major product
   categories?




 6 How do you set priorities?




 7 What are your finished goods inventory targets? Who
   determines them? Is this done by ABC category?




 8 Who decides on the trade offs, if any, between the
   size of production runs and logistics costs?




 9 What are your standard service levels (availability and
   on time) by major product group or ABC category?




10 How frequently are A, B and C items produced?




11 What reports are produced - who are they circulated to?

								
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