Effortlessly Manage Your Invoice Tracking Spreadsheet for Logistics

Invoice tracking spreadsheet for Logistics

[Music] thank you [Music] if you need to manage Logistics or delivery performance within a supply chain then simple sheets delivery in full on time template is just the tool you need in this video I'm going to show you the ins and outs of this model and how you can use it to track your dipod data and kpis difot also known as delivery in full on time is a measurement of logistics or delivery performance within a supply chain difot is usually expressed as a percentage and measures whether the supply chain was able to deliver the expected product on time in the correct quantity ordered by the customer and at an acceptable quality our difot template includes five main Shades that will help you enter and manage your difot business data along with the description for each sheet in the how to customize section you can see step-by-step instructions for how to customize the difot template to fit your business data the template also includes a short guide for how to use the template with Excel online compatibility in the database sheet you will set your database list which will automatically reflect in the drop down menus and related functions throughout the model then list your product details ing to the required field in the top header say your operation lead time and stock keeping time as described in the header notes for the customer details section set customer name list and related details ing to the section headers in the last two columns you can set expected failure root causes that impact your difot achievements either on time kpi or in full kpi on the customer order sheet you will list out all of the received orders simply add a new order number and receiving date the rest of the fields will populate automatically from the customer drop down list select the related customer which comes from the data entered on the database sheet the rest of the customer fields are colored gray to remind you that they are Auto Filled from the database sheet so be sure not to clear the contents of any of the gray cells from the product name drop-down list select the product name from the related order set the customer order quantity if the quantity is more than the minimum lot quantity the minimum lot size achieved will be yes otherwise the response will be no set the estimated date to start the production on this order this will help you determine if you can meet the customer order date or not ing to the production lead time for the product it is an option to add the number of off days within the operation period finally you will add the customer order required date or the target to deliver the order to the customer then the template will determine whether it is possible to fit the total work order at the required time if possible the insert will be yes otherwise it will be no on the diaphot raw data sheet you will list the progress of your customer orders ing to actual delivered status you can select the work order number from the drop-down list which will already reflect the information you entered on the customer order sheet the other gray cells on this tab will be autofilled add the actual delivered to quantity then the delivery in full achievement percent field will be automatically calculated based on the required order quantity and actual quantity delivered then add the actual arrival date to the customer and the delivery on time status and delivery Gap in days Fields will be automatically calculated based on the target receiving date and actual receiving date the total defect quantity appeared at customer is an option if you want to track the quality status for the delivered products add the total defect products that were delivered to a customer for the related order and the quality percentage will calculate automatically the last two Fields will help you to track the root cause which affected the delivery in full or on time kpi failures this will be represented in the model dashboard so you can improve these metrics in the future there is also a remarks notes or other details field for you to add any other relevant details on the work order tracking sheet click the refresh button to update the sheet with your most recent orders the work order tracking sheet makes it easy to see the customer work orders progress in a smart and dynamic list you can see the remaining days to deliver the delivery quantity other product details customer details and delivery status you can also see a bar chart that displays the total orders per month you can use the slicers at the top of the page to filter orders ing to various Fields including by year by month by customer by product or by a specific work order finally the dashboard tab allows you to visualize all difot metrics in one Smart View at the top you can see metrics that measure deliver in full on-time progress such as total orders delivered delivered orders in full rate delivered orders on time rate average delay in days and quality status the first bar chart represents delivered quantity per month compared to the fill rate status the chart below shows how many orders were delivered on time compared to how many were delayed the pie chart helps to analyze the failure root causes that affect the on-time in full delivery the last two charts on the page help you to analyze delivery metrics visualized ing to product name and customer name you can also use Dynamic slicers to change the dashboard view ing to selected items which will help you to analyze and filter on a specific item or period for example by month by year by customer by product and more for more templates like this one visit simplesheets.com