“R” Reports – Demand Management, Sales & Inventory … · – The Item Plan Summary is a...

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“R” Reports – Demand Management, Sales & Inventory Reports

Vendor University Webinar Series



Agenda

Session ObjectivesTopics

Item Plan SummaryWTD Sales & Inventory ReportItem Performance ReportItem Performance Report – Last WeekItem Performance by Location

Summary


Session Objectives

This session is meant to give new “R” Reports users a more in-depth understanding of the Demand Management and Sales & Inventory Reports including expectations for usage.

Goal 1: Provide new “R” Reports Users a baseline understanding of each report and the metrics.

Goal 2: Provide more advanced Users a forum to ask questions about the reports.

Note: Questions should be entered in the Questions Pane at the bottom of your screen. Questions will be collected and responses provided to the group following the session.


Item Plan Summary

• What is it?– The Item Plan Summary is a Demand Management report

providing sales forecasts up to 26 weeks forward of the current fiscal week.

• How often is it updated?– The Item Plan Summary is updated Weekly on Sunday

evening and made available to “R” Reports Users on Monday afternoon.

• Where is it located?– The Demand Management folder.

• Can it be subscribed to?– Yes. The Item Plan Summary can be subscribed to for

automatic weekly updates.


Item Plan Summary (cont.)

• Prompts– Product Hierarchy | Department, Class, Subclass, Item– Resource | Resource Group

• Key Features– The Item Plan Summary is based of the Toys “R” Us CIP

workbook.

• Key Metrics (3)– SWP Sales Units – Projected Sales for each given fiscal week– SWP Receipt Units – Projected Receipts for each given fiscal

week– Total Open Order Units – Actual number of units on Purchase

Orders for each given fiscal week


Item Plan Summary (cont.)

• Expectations– Vendors will review report on a Weekly basis for updates– Toys “R” Us expects 100% fulfillment of its Purchase Orders– Vendors will work in collaboration with P&A to ensure the

appropriate amount of supply is available for fulfillment


WTD Sales & Inventory Report

• What is it?– The WTD Sales & Inventory Report provides key week-to-date

sales and inventory metrics by item, in units and $, to assist in understanding inventory position and impact on performance within the current fiscal week.

• How often is it updated?– The WTD Sales & Inventory Report is updated overnight on a

Daily basis with the data being made available to Users the next morning. Note – On Mondays data cannot be accessed until 12pm.

• Where is it located?– The Sales & Inventory folder.

• Can it be subscribed to?– Yes. The WTD Sales & Inventory Report can be subscribed

to for automatic daily updates.


WTD Sales & Inventory Report (cont.)

• Prompts– Product Hierarchy | Department, Class

• Key Features– The WTD Sales & Inventory Report is the only report that

provides intra-week updates.

• Key Metrics (10)– Daily Cost Sales $ – Cost of Previous Day’s Sales – Daily Sales $ – Retail of Previous Day’s Sales – Daily Sales Units – Number of Units Sold in Previous Day– DC Inventory Units – Inventory currently held in all DCs– In Transit Units – Units being transferred from DCs to Store

locations


WTD Sales & Inventory Report (cont.)

• Key Metrics (cont.)– Store Inventory Units – Inventory currently held in all Stores– Instock % – Average instock for all stores in the given week– WTD Cost Sales $ – Cost of Units Sold during current week,

through previous day– WTD Sales $ – Retail of Units Sold during current week,

through previous day– WTD Sales Units – Units Sold this week, through previous

day

• Expectations– Primarily used during midweek new item releases (i.e. video

games, DVDs, etc.) and heavy volume weeks during Season


Item Performance Report

• What is it?– The Item Performance Report provides key sales and

inventory metrics by item, in units and $, to assist in understanding inventory position and impact on performance for the selected period.

• How often is it updated?– The Item Performance Report is updated Weekly on Sunday

evening and made available to “R” Reports Users on Monday afternoon.


• Can it be subscribed to?– Technically, yes. However, if subscribed to this particular

report will continue providing the same data week-after-week because the time period is static.


Item Performance Report (cont.)

• Prompts– Location Hierarchy | Chain– Product Hierarchy | Department, Class, Subclass, Item– Time Period | Week, This Year & Last Year

• Other Prompts– Vendor – Sales $

– Sales Units– Instock %– Store Sell Thru %– YTD Sales $

– National Status• Active• Inactive• Discontinued

– Item Application ID



• Key Features– The Item Performance Report allows for analysis of historical

data by choosing time periods in the past.

• Key Metrics (19)– National Retail – Item’s National Retail– Item Cost – Item Cost, as of last receipt– Purchase Markup % – (Retail – Cost) / Retail– Sales $ – Net Sales $ (Sales less Returns)– YTD Sales $ – Year-to-date Net Sales $ through selected

week– Sales Units – 3 Weeks – Sales Units, selected week - 3– Sales Units – 2 Weeks – Sales Units, selected week - 2



• Key Metrics (cont.)– Sales Units – 1 Weeks – Sales Units, selected week - 1– Sales Units – Sales Units, selected week– Purchase Markup % – (Retail – Cost) / Retail– Sales $ – Net Sales $ (Sales less Returns)– % +/- to LY - % Inc/Dec to LY, if sold last year

– % +/- to SWP - % Inc/Dec to the item plan

– YTD Sales Units – Year-to-date sales units through selected week– SWP Sales Units +1 Week – Unit sales plan, selected week +1– Total Inventory Units – Store + DC Inventory Units

– Store Inventory Units – Store Inventory Units



• Key Metrics (cont.)– Store Sell Thru % - Sales-to-Inventory Ratio

• Sales Units / (End of Week Inv Units + Sales Units)

– On Order Units – Units on order at start of week– Instock % - Average instock in the rated store locations,

selected week– Eligible Store Count – Number of Stores with Item in Assortment

• Expectations– The Item Performance Report should be reviewed weekly by

all vendors with access to “R” Reports– The Item Performance Report should be the primary report to

facilitate collaborative discussions between our vendors and the Buying or P&A teams.


Item Performance Report – Last Week

• What is it?– The Item Performance Report – Last Week provides key sales

and inventory metrics by item, in units and $, to assist in understanding inventory position and impact on performance for the previous week.

• How often is it updated?– The Item Performance Report – Last Week is updated Weekly

on Sunday evening and made available to “R” Reports Users on Monday afternoon.


• Can it be subscribed to?– Yes. The Item Performance Report – Last Week can be

subscribed to for automatic weekly updates.


Item Performance Report – Last Week (cont.)

• Prompts– Location Hierarchy | Chain– Product Hierarchy | Department, Class, Subclass, Item

• Other Prompts– Vendor – Sales $

– Sales Units– Instock %– Store Sell Thru %– YTD Sales $

– National Status• Active• Inactive• Discontinued

– Item Application ID



• Key Features– The Item Performance Report – Last Week can be subscribed

to for automatic weekly updates.

• Key Metrics (19)– National Retail – Item’s National Retail– Item Cost – Item Cost, as of last receipt– Purchase Markup % – (Retail – Cost) / Retail– Sales $ – Net Sales $ (Sales less Returns)– YTD Sales $ – Year-to-date Net Sales $ through selected

week– Sales Units – 3 Weeks – Sales Units, selected week - 3– Sales Units – 2 Weeks – Sales Units, selected week - 2



• Key Metrics (cont.)– Sales Units – 1 Weeks – Sales Units, selected week - 1– Sales Units – Sales Units, selected week– Purchase Markup % – (Retail – Cost) / Retail– Sales $ – Net Sales $ (Sales less Returns)– % +/- to LY - % Inc/Dec to LY, if sold last year

– % +/- to SWP - % Inc/Dec to the item plan

– YTD Sales Units – Year-to-date sales units through selected week– SWP Sales Units +1 Week – Unit sales plan, selected week +1– Total Inventory Units – Store + DC Inventory Units




• Key Metrics (cont.)– Store Sell Thru % - Sales-to-Inventory Ratio

• Sales Units / (End of Week Inv Units + Sales Units)



• Expectations– The Item Performance Report – Last Week should be

reviewed weekly by all vendors with access to “R” Reports– The Item Performance Report – Last Week should be the

primary report to facilitate collaborative discussions between our vendors and the Buying or P&A teams.


Item Performance by Location• What is it?

– The Item Performance by Location Report provides key sales and inventory metrics by item, in units and $, to assist in understanding inventory position and impact on performance for the selected period. This report yields additional information by allowing the user to choose from up to six metrics and drill down to the area and store levels for analysis.

• How often is it updated?– The Item Performance by Location Report is updated Weekly

on Sunday evening and made available to “R” Reports Users on Monday afternoon.


• Can it be subscribed to?– Technically, yes. However, if subscribed to this particular

report will continue providing the same data week-after-week because the time period is static.


Item Performance by Location (cont.)

• Prompts– Location Hierarchy | Chain– Product Hierarchy | Department, Class, Subclass, Item– Time Period | Week, This Year

• Other Prompts– National Status

• Active• Inactive• Discontinued


Item Performance by Location (cont.)

• Key Features– The Item Performance by Location Report allows users to select

from a suite of metrics and drill down to the Area or Store level. This report does not, however, allow for year-over-year comparisons. Only data for the selected week can be reviewed.

• Key Metrics (13)– Sales $ – Net Sales $ (Sales less Returns)– YTD Sales $ – Year-to-date Net Sales $ through selected

week– Sales Units – 3 Weeks – Sales Units, selected week - 3– Sales Units – 2 Weeks – Sales Units, selected week - 2– Sales Units – 1 Weeks – Sales Units, selected week - 1– Sales Units – Sales Units, selected week


Item Performance by Location (cont.)• Key Metrics (cont.)

– YTD Sales Units – Year-to-date sales units through selected week

– Total Inventory Units – Store + DC Inventory Units


– Store Sell Thru % - Sales-to-Inventory Ratio • Sales Units / (End of Week Inv Units + Sales Units)



• Expectations– The Item Performance by Location report should be used for

more detailed analysis after the Item Performance Report has already been used.


Summary

Session ObjectivesTopics

Item Plan SummaryWTD Sales & Inventory ReportItem Performance ReportItem Performance Report – Last WeekItem Performance by Location


QUESTIONS?Please contact us at

[email protected]

“R” Reports – Demand Management, Sales & Inventory … · – The Item Plan Summary is a...

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