Inventory Management

Inventory = the accumulation of transformed resources as they flow through processes, operations, or supply networks (Water Tank Analogy)

Physical Inventory: the accumulation of physical materials such as components, parts, finished goods or physical (paper) information records

Queues: the accumulation of customers, be they physical (people in an airport departure lounge) or virtual (waiting for services on a phone)

Databases: the accumulation of digital information, such as medical records or insurance details

Reasons to avoid accumulating inventory

Cost

Space

Quality

Operation/organisational

Benefits of Inventory

PI

Insurable against uncertainty

Counteract a lack of flexibility'

Allow operations to take advantage of short-term opportunities

Anticipate future demand

Reduce overall costs

Items can increase in value in storage

Fills the processing pipeline

Q

Help balance capacity and demand

Enable prioritisation

Give customers time to choose

Enable efficient use of resources

D

efficiently provide multi-level access

Speed up the process

How to reduce PI

Improve demand forecasting

Tighten supply (service-level penalties)

Increase flexibility of processes (reducing changeover time)

Use parallel processes to produce output

Persuade suppliers to adopt everyday low prices

Increase volume flexibility by moving towards a chase demand

Reduce administration costs through purchasing-process efficiency gains

Investigate alternative delivery channel that reduces transport costs

Reduce process time between customer request and dispatch of items

Reduce throughput time in the downstream supply chain

Day-to-day inventory decisions

How much to order (volume decision)

When to order (timing decision)

How to control the system

VD factors:

Cost of placing the order

Preparing the order

Communication with suppliers

Arranging for delivery

Making payments and maintaining internal records of the transaction

Price discount costs

Stock-out costs

working-capital costs

Storage costs

Obsolescence costs

Operating inefficiency costs

Inventory profiles

Average inventory = Q / 2 (due to the two shaded areas being equal

Time intervals between deliveries = Q / D

Frequency of deliveries = the reciprocal of the time interval = Q / D

Economic Order Quantity (EOQ) ((VD))

attempts to find the best balance between the advantages and disadvantages of holding stock

Holding costs are considered by including

Working capital costs

Storage costs

Obsolescence risk costs

HC = Holding cost per unit x average inventory (Ch x Q/2 )

Ordering costs are considered by including

Cost of placing the order (including transportation of items if relevant)

Price discount costs

OC = ordering cost x number of orders per period (Co x D / Q)

Therefore total costs = ChQ/2 x CoD/Q

Another way of expressing this is: Qo=EOQ=√(2CoD / Ch)

When using EOQ:

The time between order = EOQ / D

Order frequency = D / EOQ per period

The Economic Batch Quantity (EBQ) ((VD))

The minimum-cost batch quantity for this profile is called the economic batch quantity (EBQ), the economic manufacturing quantity (EMQ), or the production order quantity (POQ)

Here:

Maximum stock level = M

The slope of inventory build-up = P - D (MP / Q)

Therefore:

MP / Q = P - D

M = O(P - D) / P

As before, TC = HC + OC, and so

Ct = (ChQ(P-D)) / 2P+CoD / Q

dCt / dQ=(Ch(P-D)) / 2P- CoD / Q^2

Again, equating to 0 and solving Q, EBQ =

√(2CoD / (Ch(1-(D / P)))

the timing decision

Continuous and periodic review

CR: the approach of making the replenishment timing decision

PR: sacrifices the use of fixed, and therefore possibly optimum, order quantity

The time interval

The interval between placing orders, t1, is usually calculated on a deterministic basis, and derived from the EOQ

Therefore, EOQ= √(2CoD / Ch)

The optimum time interval between orders: tf=EOQ / D

Two-bin and three-bin systems

Two-Bin: involves storing the re-order point quantity plus the safety inventory quantity in the second bin and using parts from the first bin

Three-bin: the safety inventory is stored in a third bin, so it is clear when demand is exceeding that which was expected

Controlling inventory

Operation Managers need to

have to discriminate between different stocked items, so that they can apply a degree of control to each item that is appropriate so its importance

need to invest in an information-processing system that can cope with their particular set of inventory-control circumstances

ABC system

discriminating between different stock items is to rank them by the usage value

Generally, a relatively small proportion of the total range of items contained in an inventory will account for a large proportion of the total usage value (Pareto Law)

Types of classes

Type A

20% or so of high, usage-value items that account for around 80% of the total usage value

Type B

medium usage value, usually the next 30% of items, which often account for around 10% of the total usage value

Type C

low usage value items that, although comprising around 50% of the total types of items stocked, accounts for around 10% of the total usage value of the operation

Determining criteria

Annual usage

Value

Consequences of stock-out

Uncertainty of supply

High obsolescence or deterioration risk

more complex stock classification systems might include these criteria by classifying on an ABC basis for each (A/B/A)

Category A item by value

Class B item by consequence of stock-out

Class A item for obsolescence risk

Measuring Inventory

Monetary value

Inventory Information Systems

Most inventories of any significant size are managed by computerised systems

shared common functions:

Updating Stock Records

Generating orders

Generating Inventory Reports

Forecasting

Common Problems

The current description of inventory systems has assumes

a) Have a reasonably accurate idea of costs, such as holding or ordering costs

b) Have accurate information that really does indicate the actual level of stock and sales

The underlying causes of errors include

Keying errors

Quantity errors

Damaged or deteriorating inventory not recorded

The wrong items being taken out of stock, but the records not being updated

Delays between the transactions and the records being updated

Items being stolen from the inventory