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Experience the Value of Inventory Optimization
Product Brochure
The Science and Power of Predictive Inventory Planning and Optimization
Valogix LLC Saratoga Springs, NY 12866-2155 USA (518) 450-0309 Fax: 518-450-0319 www.valogix.com
Valogix Features
Valogix solutions forecast demand, create a more balanced optimized inventory,
and generate new and transfer orders automatically. And there is the added bene-
fit of improving positive cash flow quickly, and with less time and effort.
According to Sandy Dignard, Executive Vice President at Country Curtains, who
was key in the decision making process to select Valogix, “Automating our plan-
ning process helps us to insure we meet our customers’ needs while helping the
company to manage our costs.”
Predictive Demand and Replenishment Planning
 Enhanced algorithms for highly seasonal and slow-moving items
 Demand change tracking - alerts of changes in an item’s demand
 New item proxy history - uses an existing item’s history to set a forecast
 Automatic replenishment plan for both new orders and stock transfers
Expanded Item Management
 Complete item details on one easy to read screen includes key Attributes
 Complete inventory visibility at all locations, view up to 52 weeks of history
 Dynamically track Excess and Obsolete inventory
 Easily view and edit history and forecast for any item, at any location
VALOGIX®
ADAPT Technology (Analytical - Dynamic - Adaptive - Predictive)
 Multiple forecasting models handle slow, seasonal and fast-moving items
 Optimization reduces costs, improves turns, and increases service
 Replenishment planning is optimized for better asset and spend control
VALOGIX®
Inventory Planner Standard Edition is built for companies that need a powerful planning so-
lution to solve their complex inventory requirements. Designed to improve inventory planning and em-
ployee productivity, the VALOGIX Inventory Planner advanced technology automates the entire planning
process, giving employees time to concentrate on activities that help improve the business like satisfying
customers and generating more positive cash flow.
© Copyright Valogix, Inc. 2003 - 2008, All Rights Reserved
Value You Gain
Valogix products provide
dramatic results that help
improve positive cash flow.
Savings
20% - 40%
Inventory
Reduction
15% - 30%
Reduction
in Stock-outs
6% - 15%
Reduction in
Expedited Shipments
15% - 25%
Increase in Sales
& Revenues
Increases
5% - 12%
Productivity
Gains
2
Forward Inventory Aging
Inventory Aging Summary provides you with
fast and reliable information on the status of
your inventory by displaying Active, Excess,
and Obsolete inventory positions on an easy-
to-read graph. The goal is to reduce Excess
and Obsolete while improving the Active in-
ventory mix to meet customer orders. Cash
flow projections help you to understand your
investment decisions.
System Alerts
Alerts are your watchdog. They evaluate the
data and business parameters running the
system and if VALOGIX Inventory Planner
detects a potential problem, an alert is issued
to the user. Alerts allow you to concentrate
on those issues that may cause you to miss
goals, objectives or customer orders.
Automated Forecasting
Valogix employs sophisticated forecasting
algorithms that automatically identify sea-
sonal, random-demand, slow-moving, trend,
and normal patterns. You can easily access an
item’s history and forecast for review and it’s
simple to make a manual change to the fore-
cast—just change the number in any month
and the system will automatically plan for the
change you made while retaining the original
value for future use if you decide to revert to
the system-generated forecast.
© Copyright VALOGIX 2003 - 2007
SSSTANDARDTANDARDTANDARD EEEDITIONDITIONDITION
3
Valogix Compliments Your Business Management Software
Automated Replenishment Planning
VALOGIX Inventory Planner optimizes and rec-
ommends stock levels for all items. At any time,
these levels can be manually edited or adjusted for
special conditions. Once the stocking level is set,
a replenishment requisition can be sent directly to
the procurement system, purchasing agent or
transaction system. This automated replenishment
planning eliminates guess work and manual effort,
saving valuable time.
Having a good inventory strategy, mix and capital
investment maximizes the ability to meet future
customer demand. One of the key Valogix fea-
tures is the automated inventory optimization. The
system balances the inventory investment with
business goals and objectives. The program pin-
points inconsistencies and exceptions to the busi-
ness requirements in need of attention, allowing
corrective action to be taken to meet needs while
minimizing inventory investment.
Inventory Optimization
© Copyright VALOGIX 2003 - 2007
Valogix solutions electronically import data from the existing business software. The VALOGIX®
ADAPT planning engine automatically analyzes the data, then calculates a forecast, optimal stocking quantity
and replenishment plan as needed for all items. It determines how much to stock and when, and how much to
order and transfer. The data exchange is automated through interfaces designed by Valogix.
SSSTANDARDTANDARDTANDARD EEEDITIONDITIONDITION
DynamicDynamic
InterfaceInterfaceData In
Orders Out
Company
Master Data
 Forecasting
 Planning
 Replenishment
 Optimization
4
V A L O G I XV A L O G I X ®®
I N V E N T O R Y P L A N N E RI N V E N T O R Y P L A N N E R
Product Features
Developed in USA
VALOGIX®
Inventory Planner
Valogix, Inc. Saratoga Springs, NY 12866-2155 USA Tel: (518) 450-0309 Fax:
(518)-450-0319 www.valogix.com
© Copyright VALOGIX 2003 - 2007
History
 Roll-up Network Hierarchy History to higher levels (as required)
 On Screen user ability to edit History (archives original quantity)
 Monthly history - 36 previous months plus current fiscal year - total of 48 months
 Roll-up customer history to network distribution warehouse
 Proxy History at the item level
 Weekly history displayed for up to 52 weeks
Forecasting
 Proprietary algorithms including seasonality, trend, multiplicative, and new item
 System automatically selects best forecast algorithm
 On-screen Forecast editing
 Proxy Item Forecasting
 Change forecast trend basis globally
 Control seasonal metrics to fine tune seasonal forecasting
Planning
 Automatic calculation of optimal Stocking Quantity (Min)
 Plan based on optimizing service level
 Automatic calculation of shortage report for replenishment and/or transfers
 Supports Vendor Rules - lot size, minimum quantity order by item
 Plan substitute groups
 Reverse Logistics of aftermarket service industry and MRO
 User ability to change quantity ordered or transferred
 Automatic calculation of optimal Valogix Order Quantity (Max)
 User ability to add items to the plan
 Ability to enter transfers to and from different locations
 Ability to consider entire network on-hand inventory before buying
Alerts
 Stock-out and New Item
 Ability to drill down to the location where change occurred
 Demand change - period to period
 Trend change (recent 3 months vs. 12 months)
Inventory Analysis
 Ideal (Optimized) vs. actual inventory investment analysis
 Rolling Forward Aging Analysis by active, excess and obsolete items
Edit/Simulations
 Edit Planning Code at item, group or global level
 Edit Forecast on-screen
 Modify History on-screen
 Edit Lead Time at item, group or global level
 Edit Order Frequency at item, group or global level
 Item/Vendor Lead Time
 Edit and control parameter changes simulate different planning scenarios
Reports
 Approved Orders for Purchase
 Approved Orders for Internal Transfer
 History and Forecast
 Recommended Stocking Quantity
 Export to Excel all tables (unfiltered data)
 Approved Orders for Internal Transfer with Bin location
 Export to Excel all tables based on filtered log-in

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Valogix Inventory Planner Brochure 110 081010

  • 1. Experience the Value of Inventory Optimization Product Brochure The Science and Power of Predictive Inventory Planning and Optimization Valogix LLC Saratoga Springs, NY 12866-2155 USA (518) 450-0309 Fax: 518-450-0319 www.valogix.com Valogix Features Valogix solutions forecast demand, create a more balanced optimized inventory, and generate new and transfer orders automatically. And there is the added bene- fit of improving positive cash flow quickly, and with less time and effort. According to Sandy Dignard, Executive Vice President at Country Curtains, who was key in the decision making process to select Valogix, “Automating our plan- ning process helps us to insure we meet our customers’ needs while helping the company to manage our costs.” Predictive Demand and Replenishment Planning  Enhanced algorithms for highly seasonal and slow-moving items  Demand change tracking - alerts of changes in an item’s demand  New item proxy history - uses an existing item’s history to set a forecast  Automatic replenishment plan for both new orders and stock transfers Expanded Item Management  Complete item details on one easy to read screen includes key Attributes  Complete inventory visibility at all locations, view up to 52 weeks of history  Dynamically track Excess and Obsolete inventory  Easily view and edit history and forecast for any item, at any location VALOGIX® ADAPT Technology (Analytical - Dynamic - Adaptive - Predictive)  Multiple forecasting models handle slow, seasonal and fast-moving items  Optimization reduces costs, improves turns, and increases service  Replenishment planning is optimized for better asset and spend control VALOGIX® Inventory Planner Standard Edition is built for companies that need a powerful planning so- lution to solve their complex inventory requirements. Designed to improve inventory planning and em- ployee productivity, the VALOGIX Inventory Planner advanced technology automates the entire planning process, giving employees time to concentrate on activities that help improve the business like satisfying customers and generating more positive cash flow. © Copyright Valogix, Inc. 2003 - 2008, All Rights Reserved Value You Gain Valogix products provide dramatic results that help improve positive cash flow. Savings 20% - 40% Inventory Reduction 15% - 30% Reduction in Stock-outs 6% - 15% Reduction in Expedited Shipments 15% - 25% Increase in Sales & Revenues Increases 5% - 12% Productivity Gains
  • 2. 2 Forward Inventory Aging Inventory Aging Summary provides you with fast and reliable information on the status of your inventory by displaying Active, Excess, and Obsolete inventory positions on an easy- to-read graph. The goal is to reduce Excess and Obsolete while improving the Active in- ventory mix to meet customer orders. Cash flow projections help you to understand your investment decisions. System Alerts Alerts are your watchdog. They evaluate the data and business parameters running the system and if VALOGIX Inventory Planner detects a potential problem, an alert is issued to the user. Alerts allow you to concentrate on those issues that may cause you to miss goals, objectives or customer orders. Automated Forecasting Valogix employs sophisticated forecasting algorithms that automatically identify sea- sonal, random-demand, slow-moving, trend, and normal patterns. You can easily access an item’s history and forecast for review and it’s simple to make a manual change to the fore- cast—just change the number in any month and the system will automatically plan for the change you made while retaining the original value for future use if you decide to revert to the system-generated forecast. © Copyright VALOGIX 2003 - 2007 SSSTANDARDTANDARDTANDARD EEEDITIONDITIONDITION
  • 3. 3 Valogix Compliments Your Business Management Software Automated Replenishment Planning VALOGIX Inventory Planner optimizes and rec- ommends stock levels for all items. At any time, these levels can be manually edited or adjusted for special conditions. Once the stocking level is set, a replenishment requisition can be sent directly to the procurement system, purchasing agent or transaction system. This automated replenishment planning eliminates guess work and manual effort, saving valuable time. Having a good inventory strategy, mix and capital investment maximizes the ability to meet future customer demand. One of the key Valogix fea- tures is the automated inventory optimization. The system balances the inventory investment with business goals and objectives. The program pin- points inconsistencies and exceptions to the busi- ness requirements in need of attention, allowing corrective action to be taken to meet needs while minimizing inventory investment. Inventory Optimization © Copyright VALOGIX 2003 - 2007 Valogix solutions electronically import data from the existing business software. The VALOGIX® ADAPT planning engine automatically analyzes the data, then calculates a forecast, optimal stocking quantity and replenishment plan as needed for all items. It determines how much to stock and when, and how much to order and transfer. The data exchange is automated through interfaces designed by Valogix. SSSTANDARDTANDARDTANDARD EEEDITIONDITIONDITION DynamicDynamic InterfaceInterfaceData In Orders Out Company Master Data  Forecasting  Planning  Replenishment  Optimization
  • 4. 4 V A L O G I XV A L O G I X ®® I N V E N T O R Y P L A N N E RI N V E N T O R Y P L A N N E R Product Features Developed in USA VALOGIX® Inventory Planner Valogix, Inc. Saratoga Springs, NY 12866-2155 USA Tel: (518) 450-0309 Fax: (518)-450-0319 www.valogix.com © Copyright VALOGIX 2003 - 2007 History  Roll-up Network Hierarchy History to higher levels (as required)  On Screen user ability to edit History (archives original quantity)  Monthly history - 36 previous months plus current fiscal year - total of 48 months  Roll-up customer history to network distribution warehouse  Proxy History at the item level  Weekly history displayed for up to 52 weeks Forecasting  Proprietary algorithms including seasonality, trend, multiplicative, and new item  System automatically selects best forecast algorithm  On-screen Forecast editing  Proxy Item Forecasting  Change forecast trend basis globally  Control seasonal metrics to fine tune seasonal forecasting Planning  Automatic calculation of optimal Stocking Quantity (Min)  Plan based on optimizing service level  Automatic calculation of shortage report for replenishment and/or transfers  Supports Vendor Rules - lot size, minimum quantity order by item  Plan substitute groups  Reverse Logistics of aftermarket service industry and MRO  User ability to change quantity ordered or transferred  Automatic calculation of optimal Valogix Order Quantity (Max)  User ability to add items to the plan  Ability to enter transfers to and from different locations  Ability to consider entire network on-hand inventory before buying Alerts  Stock-out and New Item  Ability to drill down to the location where change occurred  Demand change - period to period  Trend change (recent 3 months vs. 12 months) Inventory Analysis  Ideal (Optimized) vs. actual inventory investment analysis  Rolling Forward Aging Analysis by active, excess and obsolete items Edit/Simulations  Edit Planning Code at item, group or global level  Edit Forecast on-screen  Modify History on-screen  Edit Lead Time at item, group or global level  Edit Order Frequency at item, group or global level  Item/Vendor Lead Time  Edit and control parameter changes simulate different planning scenarios Reports  Approved Orders for Purchase  Approved Orders for Internal Transfer  History and Forecast  Recommended Stocking Quantity  Export to Excel all tables (unfiltered data)  Approved Orders for Internal Transfer with Bin location  Export to Excel all tables based on filtered log-in