Template: Supply chain management

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Alica Kačengová

With globalization and expansion of industry all around the world, supply chain is something that most companies cannot avoid and need to employ efficient tools for its management.

Lumeer offers you a template created just for that purpose. Template is a pre-defined set of tables and views – you can start using it immediately or customize it to your specific needs.

We use a model with SKUs (Stock Keeping Units) that flow between vendors (external suppliers to order SKUs from), depots (distribution points that store larger amounts of SKUs) and stores (where SKUs are actually sold to customers). The stores order from the depots, and if a depot runs out of stock, the depot orders from a vendor.

Tables and their connections

We can see all three parts of the chain in a map (notice that different colours represent different entities from the search field):

In one place, we can track which SKU is supplied by which Vendor, so when something is low in stock in a depot, we know where should we order from. On the left side, there are SKUs, and on the right side there are linked Vendors which supply that SKU:

Breakdown of SKUs by categories is easy to understand from the chart:

We can also track orders of SKUs without duplicating any data – SKUs are linked to records with orders. The connection between SKUs and Orders has its own parameters – Number (No) of units and Cost, and what’s more, Cost is automatically calculated from No of units and SKU’s Cost per unit. The Total amount of each order is automatically calculated too:

To easily track stock levels in stores, we use pivot table. Rows represent stores, columns represent SKUs and values in the table represent stock levels (empty means that there is no stock present):

Pivot table also has advanced features for displaying content from multiple tables and links and aggregate it with different functions. We use them for tracking stock vs. demand on all depots. Demand is calculated from all orders that have not been completed yet. Sum of Stock level represents how many SKU units are in the depot, and Sum of No of units represents how many units are currently requested from the depot in open orders.

Did you like how easily you can manage your supply chain with Lumeer? Sign in, pick the template and start using it right now!