Quantity planning - goals and factors

The aim of quantity planning is to ensure the company's ability to deliver and, on the other hand, to ensure that the stored stocks are as low as possible so as not to cause high costs.
Faktoren wie Preise, Lieferungs- und Terms of payment, Transportkosten, Lagerhaltungskosten und Kosten der Beschaffung spielen deshalb bei der Mengendisposition eine wesentliche Rolle.

The quantity requirement that the purchasing department has to order is initially determined by the company as follows:

  • Customer orders, e.g. B. in the machine industry or in the craft
  • Warehouse orders, e.g. B. in the consumer goods industry or in retail

When processing sales orders, material planning is a secondary problem because the order is always triggered when the sales order is processed.
Schwieriger ist die Situation bei Lageraufträgen, wenn der business Güter oder Dienstleistungen für einen Markt bereitstellt, der eine ständige Lieferbereitschaft erfordert (z. B. Einzelhandel, Herstellung von Massengütern). Die Ermittlung der Bedarfsmenge für eine Planperiode richtet sich dann:

  • based on past data (e.g. sales statistics)
  • according to future developments that can significantly influence this sales (e.g. economic development, fashion trends)
  • after the use of the sales policy instruments (e.g. planned advertising measures or price changes)
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