Планирование продаж в "1С:ERP Управление предприятием" Вебинар 25.01.22 г.
Introduction to Sales Planning
In this section, the speaker introduces the concept of sales planning and its relationship with production planning and procurement planning.
Sales Planning in York System
- Based on sales statistics, a sales plan is created in York system.
- The production department creates a production plan based on the sales plan.
- Procurement planning is done based on the production plan.
- Depending on the company's situation, any of these plans can be considered primary.
Planning Process in York System
This section explains how different plans are interconnected and how they are used to create other plans.
Planning Process
- Any of the three plans (sales, production, procurement) can be used as a starting point for creating other plans.
- After creating a production plan, necessary materials can be procured by creating a purchase plan.
- Orders can then be placed with suppliers based on the purchase plan.
- Once products are manufactured according to the production plan, they can be sold to customers.
Example Scenario: Sales Plan for First Quarter 2022
In this section, an example scenario is presented where a sales plan needs to be created for first quarter 2022.
Creating a Sales Plan
- Based on registered sales data from Q4 2021 and an expected increase in demand of 15%, a sales plan is created using 1C York system.
Enabling Planning Functionality in York System
This section explains how to enable planning functionality in 1C York system.
Enabling Planning Functionality
- Planning functionality can be enabled by going to settings and administration, then selecting budgeting and planning.
- Once planning is enabled, sales plans can be created for product categories or using seasonal coefficients.
Production Planning
In this section, the speaker discusses the different types of plans that can be created using the software. These include production plans, procurement plans, and inventory plans.
Creating Production Plans
- Production plans can be created to schedule assembly and disassembly of products into kits.
- A production plan can be used to schedule manufacturing for a specific period.
- The software allows users to create a sales plan that specifies what products should be produced on which days.
Procurement Plans
- Procurement plans can be created to ensure that materials are available when needed for production.
- This helps prevent delays in the manufacturing process.
Inventory Planning
- Inventory planning allows users to plan their stock levels.
- The speaker mentions that they have not personally used this feature before.
Budgeting and Planning
In this section, the speaker discusses how to create a sales plan using the software's budgeting and planning features.
Sales Plan Creation
- Users can create a sales plan using the software's journal feature.
- The system also includes settings and directories for customization.
Structure of Plans
- Users can specify how often they want their sales plan updated (e.g., daily, weekly, monthly).
- There are two types of sales plans: formula-based and source-based.
Plan Settings
- Users can enable an assistant for planning processes.
- The software offers both replacing and summing options for updating existing documents.
Filling Out Sales Plans
In this section, the speaker explains how users can fill out their sales plan using formulas or sources.
Plan Creation
- Users can create a sales plan using formulas or sources.
- The software allows users to specify how they want their plan filled out.
Formula-Based Plans
- Formula-based plans allow users to create a formula and use it to fill out their sales plan.
Source-Based Plans
- Source-based plans allow users to fill out their sales plan based on data from other sources.
Overview of IT Off Formula
In this section, the speaker introduces the IT Off formula and explains how to use it in creating a plan.
Using the IT Off Formula
- The IT Off formula is used to create a plan.
- When selecting the plan type, choose "Petite Dirty" to prevent users from changing the formula.
- The default number of periods is set to three months.
- The user can select which products are included in the plan based on customer purchases or allowed sales.
- The user can also specify which formula to use for calculations.
Creating a Sales Plan
In this section, the speaker demonstrates how to create a sales plan using data from previous sales.
Setting Up the Plan
- Select scenario one and update data.
- Choose "IT Off" as the plan type and select "Replace."
- Choose a period for the plan (e.g., January).
- In table view, select desired time frame (e.g., January 1st - May 15th).
Using Data for Calculations
- Use facts about previous sales (not purchases) as basis for calculations.
- Add 15% to calculation by manually entering "multiply by 115."
- Additional filters can be applied based on product categories or other criteria.
Limitations of Period Selection
In this section, the speaker explains why certain period selections may not be possible when creating a sales plan.
Limitations of Period Selection
- The system only allows selection of periods that match scenario settings (e.g., monthly).
- Minimum period length is one month.
Setting up the Plan
In this section, the speaker explains how to set up a plan by selecting a scenario and specifying the period.
Selecting a Scenario and Specifying the Period
- To set up a plan, select a scenario and specify the period.
- Choose Perry as the scenario and monthly as the frequency.
- Specify three months for the plan.
Filling in Data
In this section, the speaker demonstrates how to fill in data for a plan.
Filling in Data for a Plan
- Click on "Fill" to populate data into the table.
- The default formula multiplies sales by 15%.
- Adjust settings to show data for Q4 2021.
Adjusting Period Settings
In this section, the speaker explains how to adjust period settings.
Adjusting Period Settings
- Use positive or negative numbers to adjust periods forward or backward.
- Visualize changes made through adjustments in settings.
Removing Unwanted Items from Sales Plan
In this section, the speaker explains how to remove unwanted items from sales plans.
Removing Unwanted Items from Sales Plans
- Set filters based on manager and warehouse location.
- Remove unwanted items from sales plans using filters.
Rounding Sales Plan
In this section, the speaker explains how to round sales plans and the number of decimal places to use.
Rounding Sales Plan
- Round the value and the number of decimal places.
- Use zero decimal places for now.
- Check formula for errors.
Creating a Sales Plan Manually
In this section, the speaker explains how to create a sales plan manually.
Creating a Sales Plan Manually
- It is possible to create a sales plan manually by specifying values.
- This method is not convenient when there are many items in the plan.
Using System Settings to Create a Sales Plan
In this section, the speaker explains how to use system settings to create a sales plan.
Using System Settings to Create a Sales Plan
- Go to system settings and fill out information.
- If you have an Excel file with your sales plan, you can upload it into the system.
- The data in your Excel file must match 1C's data exactly.
Uploading an Excel File for Your Sales Plan
In this section, the speaker explains how to upload an Excel file for your sales plan.
Uploading an Excel File for Your Sales Plan
- Prepare your Excel file with all necessary information.
- Upload it into the system.
- Make sure that all data matches 1C's data exactly.
Checking Your Planned vs Actual Sales
In this section, the speaker explains how to check planned vs actual sales.
Checking Your Planned vs Actual Sales
- Check December's actual sale of Moulinex kettles (11 units).
- The system suggests selling 13 Moulinex kettles in March (11 units + 15% increase).
- The system sets sales for March because it uses the last quarter's sales data.
- The system works based on past data and adds a percentage increase to create a sales plan.
Creating a Sales Plan Based on Customer Orders
In this section, the speaker explains how to create a sales plan based on customer orders.
Creating a Sales Plan Based on Customer Orders
- A customer ordered 7 air conditioners and 5 Orbita fans.
- Only 2 of the 5 Orbita fans were sold in January.
- Analyze planned vs actual sales at the end of January.
Differences between the current and previous scenario
In this section, the speaker discusses the differences between the current and previous scenarios. The current scenario is planned for one month, making it more convenient to build in days. The period is set in days, while the previous plan was not. Additionally, a replacement plan has been created that uses sources instead of forms.
Using Sources as Replacement Plan
- A replacement plan has been created that uses sources instead of forms.
- There are two types of sources: filling source quantity and filling source price.
- The speaker has already created a filling source by customer orders.
- The system provides preset data composition schemes such as customer orders.
Editing Data Composition Schemes
- Data composition schemes can be edited using three tabs: selection, parameter, and field.
- Fields include all data available in the system such as quantity or price.
Setting Period for Sources
- There are several settings for periods when using sources such as without limitation or with period shift.
- With period shift selected, only orders from December 2021 will be chosen since we are planning for one month only.
Filling Products Table with Customer Orders
- Two orders were made in December 2021: 11 kettles (already processed) and 7 floor fans plus 5 air conditioners on December 20th by client Techcom.([])(2683s)
- The system automatically fills out product tables based on customer order data.([])(2726s)
Understanding Sales Plan and Data Sources
In this section, the speaker explains how to fill out a sales plan using data sources. They discuss how to use a period offset to correctly fill out the plan based on orders from different dates. The speaker also talks about how the system analyzes order data and how to add pricing information.
Using Period Offset for Sales Plan
- To fill out a sales plan correctly, use a period offset.
- The system analyzes order data in the table section of an order.
- The system looks at when an order was shipped, not when it was created.
- Use a period offset of -30 days for December orders in January.
Adding Pricing Information
- Use data sources to add pricing information to the sales plan.
- Two data sources are used: customer orders and inventory balances.
- A new source can be added by creating a planning price source.
- There are two predefined elements for prices: supplier item prices and item prices.
Issues with System-generated Prices
- Sometimes, the system generates incorrect prices that do not match those in an order.
- This issue may be due to version 25 of the software being less reliable than version 24.
Sales Planning and Budgeting
In this section, the speaker discusses sales planning and budgeting. They explain how to create a plan based on customer orders and how to compare it with actual sales. The speaker also touches on the relationship between budgeting and planning.
Creating a Sales Plan
- A sales plan is created based on customer orders.
- The plan includes specific dates for when products should be sold.
- The speaker gives an example of a plan for selling air conditioners and fans in January.
Comparing Plan with Actual Sales
- Actual sales are compared with the sales plan to determine if goals were met.
- The speaker shows an example of a report that compares planned versus actual sales for January.
- The report includes information about which department made the sale.
Correlating Budgeting and Planning
- Budgeting and planning are related concepts.
- To use budgeting in planning, you need to enable it in your settings.
- The speaker briefly explains how budgeting works in their system.
Budgeting and Planning
In this section, the speaker discusses the process of budgeting and planning in an organization.
Top-Down Planning
- The speaker explains that top-down planning involves using the budget as a source for creating plans for sales, production, and procurement.
- Alternatively, bottom-up planning involves creating plans for sales, production, and procurement first before using them to create a budget.
Benefits of Using Yarxi for Sales Planning
- Yarxi offers flexible functionality for sales planning such as creating plans for different periods (days, weeks, quarters), setting up various data sources to calculate sales volumes based on actual sales or customer orders.
- The automation of the planning process begins with clearly outlining the planning scheme based on existing regulations and instructions within an organization.
Conclusion
- The speaker concludes by encouraging viewers to seek assistance from Yarxi if needed.