ORDER MANAGEMENT REPORT

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Báo cáo bằng tiếng Anh. Môn học Kho dữ liệu và phân tích kinh doanh. Phân tích quy trình bán hàng và quản lý hàng hóa tại kho bãi, đưa ra một số lời khuyên cho công ty để giúp quản lý bán hàng một cách hiệu quả hơn. 1 INS3073 ORDER MANAGEMENT GROUP ASSIGNMENT Class : MIS2016A – VNU-IS Group Name :5 Group Members : Trinh Thi Lan Anh Tran Nga My Nguyen Minh Hang Le Cao Vu INS3073 GROUP MEMBER Name Nguyen Minh Hang Trinh ThiLanAnh Tran Nga My Le Cao Vu Student ID 16071280 16071269 16071294 16071321 Email 16071280@isvnu.vn 16071269@isvnu.vn 16071290@isvnu.vn 16071321@isvnu.vn INS3073 Table of Contents INS3073 List of Figure INS3073 The report on topic Order Management explores several different order management transactions with characteristics and complications encountered when modelling these transactions Each dimension with its characteristic is used to analyse and discuss II Analysis Problem introduction Nowadays, trading industry is more and more developing and plays an important role in Gross Domestic Product of our country One of the essential parts of trading is Ordering which is the first activity to create an adequate, timely, synchronous, correct input (for enterprise) being suitable for customer demand and plans of the business Therefore, in this project, we set up a system to provide a process for managing information from purchase to payment including functions such as quoting, ordering, shipping, invoicing, payment and customer return We can imagine an enterprise data warehouse as the following figure (figure 1): Figure 1: Bus matrix rows for order management processes INS3073 This is bus matrix for order management which has included Quoting, Ordering, Shipping to Customer, Shipment Invoicing, Receiving Payments, Customer Returns, … All these facts are valuated by criteria as Date, Customer, Product, Deal, Warehouse, Shipper Algorithm question: In order to answer the question: how to optimize the importing goods and manage inventory in order management, we base on the following mining questions: • What kind of products that customer prefer the most/least? • Which month of the year sells the most? • What is the quantity of goods in inventory compared to quantity of stock in trade? II Database design The database design is to describe the customer ordering process to determine the quantity of goods to enter in the inventory of each month It is to look more closely at the customer order data Each customer when ordering will generate an invoice, the invoice includes customer information and product information A customer may have multiple invoices with different products and different order dates Then, based on the quantity ordered by the customer, transfer the information to the warehouse and the warehouse delivers it to the customer After the ordering process has been completed, the warehouse will calculate the amount of inventory and replenishment INS3073 Figure 2: Database Description attributes: In the database system, we have some attributes as following: - Order management system: means the system has the function of creating - information about customer orders for the company Customer: who use the service of the company Product: products that customers want to order Bill: include the information of customer and product, the date the item was - shipped Warehouse: the information of warehouse such as location, product quantity, stock in trade quantity INS3073 Figure 3: Design Entity Relationship Diagram III BUILDING THE DATA WAREHOUSE After studying the case study at the first part and Entity Relationship Diagram at the second part, the group has made the dimension model being designed following the four main steps Step 1: Select the Business Process The first step in the design is to decide what business to model by combining an understanding of business requirements with an understanding of the available source data In order management case study, the manager wants to see the quantity of goods that customers order monthly, which is the best seller and which sells the least Thus the business process be going to model is customer order This data enables the business user to analyze and understand customer’s features, usage habit and business status of organization INS3073 The schema is applied in this use case is Star schema which include one fact table and many dimension table around They are many to one relationship Step 2: Declare the Grain Managed by month Step 3: Identify the Facts The facts chosen in the model are Customer ID, Warehouse ID, Product ID, Bill ID, Order Quantity, Stock in Trade, Quantity in Warehouse The description fact: - Customer ID: The ID number of each customer Warehouse ID: ID of warehouse Product ID: ID of the product Bill ID: each bill has different ID Order quantity: quantity of product that customer order Stock in Trade: quantity of product in stock after shipping to customers Quantity in Warehouse: total number of product in warehouse Step 4: Identify the Dimensions In this step, we divide into following dimension tables: Customer Dimension, Product Dimension, Bill Dimension and Warehouse Dimension Dimension Table Details Customer This table presents information of every customer The information will be updated when any new customer uses the service and has bill Description attributes Customer dimension stores four attributes such as: Customer ID, Customer Name, Customer Address, Customer Phone number In this dimension, Customer ID attribute will be unique primary key The primary key is used to uniquely identify each record in the database table In addition, it is used to establish a 1-n relationship between two dimensions The data of the primary key field is unique and does not contain Null values 10 INS3073 Figure 4: Customer Dimension Bill Basing on bill dimension, you can find out fully information of invoicing Each bill has only one bill ID which is primary key for distinguishing Foreign keys such as customer ID and product ID associated with customer dimension and product dimension to show their needed information in invoice Customers can see which products they bought and shipper can see which customers they need to ship products Export date describes the date customers receive bill as well as their products Figure 5: Bill Dimension Product: 10 11 INS3073 Product dimension describes fully information of products from ordering to billing Each product has only one primary key is product ID This product ID is not limit the number of quantity Product dimension has one foreign key is customer ID associated with customer dimension Other attributes such as price, product name, product brand and quantity are fully information of products Figure 6: Product Dimension Warehouse: Each warehouse has only one warehouse ID which is primary key Warehouse key helps you determine warehouse location, quantity in warehouse as well as the quantity of stock-in-trade Figure 7: Warehouse Dimension The complete data warehouse 11 12 INS3073 After covering through all four steps of designing dimension model, we have drawn a complete design as following and we use CusID (from customer dimension), ProductID (from product dimension), WarehouseID (from warehouse dimension), BillID ( from bill dimension) are foreign key in order management fact table Figure 8: Complete data warehouse design IV Answer query questions 12 13 INS3073 • What kind of products that customer prefer the most/least? Figure 9: What kind of products that customer prefer the most/least? In this figure, the company has products, by visualization, we find out the Contrast chunky sole trainers is the most purchase of customer and the Beige heels is the least • Which month of the year sells the most? 13 14 INS3073 Figure 10: Which month of the year sells the most? The table shows that May is the month with the most orders in the year 14 15 INS3073 • What is the quantity of goods in inventory compared to quantity of stock in trade? Figure 11: What is the quantity of goods in inventory compared to quantity of stock in trade? The figure shown the different of total products and quantity of the stock in trade product Contrast chunky sole trainers is the most sold product but lacks stock in the warehouse Some other items still have quite a lot V RESULT AND DISCUSSION Result The case study is about the situation of a order management company that needs employee for designing data warehouse for business process In addition, this design must help manager able to see the monthly order by customer Based on manager’s requirement, the team also has built a draft design already After analyzing case study, we has realized a big questions: How to optimize the importing goods and manage inventory in order management? 15 16 INS3073 Right after realizing the requirement of case study, we spend all our effort and time to discuss, propose and solve the question above As a result, we has had achievements as following: Develop sophisticated forecast models: Effective forecast models are key to knowing when to increase or reduce stock levels based on changing buying activity Software tools, especially those that process data from a variety of sources, can usually help with accurate forecasting It’s also worth gathering information from different parts of the supply chain, like manufacturers and suppliers, to supplement your own data Optimize Your Inventory Reports and past records can help business analyze past inventory levels Thus, companies can optimize how much inventory they keep on hand By doing this, the company can also reduce the costs of storing excess inventory Optimizing their inventory levels can decrease the amount of overstocks and stock shortages This will lower shipping costs, and the amount of obsolete stock that the company retains Track Inventory Accurately It is vital to make sure that company have the correct inventory levels at all of warehouse locations An inventory management system has tools to help the company this As a result, the company can ensure that stock is ordered on time and use reports to reduce overstocks and stock shortages Also, the company can create purchase orders, and make sure items are picked, packed and shipped Automating their inventory processes will reduce errors when tracking the warehouse Use Electronic Data Interchange and barcode scanning to track every stage of the process 16 17 INS3073 Discussion In this project, we research order management as well as its process To achieve this goal, we need to design the database and build the appropriate data warehouse However, we also identify some problems need to bring to discuss and improve And we also believe that if we have more time, we can better some elements as following: Firstly, we can have more records in data warehouse to be able analyze and see more detail of business background Secondly, if our team has more knowledge, skills and experience, we can solve this case study more perfectly and offer more solutions with order optimization and warehouse management VI REFERENCES (1) Ralph, K and Margy, R (2017) The Data Warehouse Toolkit, 3rd Edition Harlow, United Kingdom: Pearson Education Limited 17 ... 16071321@isvnu.vn INS3073 Table of Contents INS3073 List of Figure INS3073 The report on topic Order Management explores several different order management transactions with characteristics and complications... quoting, ordering, shipping, invoicing, payment and customer return We can imagine an enterprise data warehouse as the following figure (figure 1): Figure 1: Bus matrix rows for order management. .. matrix rows for order management processes INS3073 This is bus matrix for order management which has included Quoting, Ordering, Shipping to Customer, Shipment Invoicing, Receiving Payments, Customer
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