Resizing

About Us… Lori McNeely Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Nandu Gopalun Ultriva Project Manager Supporting Ultriva from the beginning

General Webinar FAQ If you have a question please use the question box and we will try to go over them at the end We will be recording this webinar and will have it available on the help site for viewing in the future The next webinar will be Thursday, June 19 th at Noon Central We are doing the demos in Ultriva Version 7.5 and higher 3

Resizing – Agenda Learn the features of Resizing using the Ultriva suggestions - how to interpret the recommendations and how to better manage the parts in Ultriva We will have a few short surveys throughout this webinar and will give you the results 4

Resizing Methods 5 Admin  Item  Cards  Add Remove Cards (Or when you Edit an Item – Setup Cards) Admin  Tools  Kanban  Auto Resize

Resizing Methods Admin  Tools  Data Load  Item Data Load 6

Resizing WHY: Improve inventory velocity to match your demand with replenishment and computing the right safety stock WHEN: Resize when one of the variables – like demand changes, lead time, transit time, or safety time changes, and if adding or modifying a runline, or adding another supplier How Often: Ideally every month or at least once every quarter 7

Resizing Options 8 Historical - Consumption Pattern Increase or Decrease based on certain percentage of the usage assigned to the items If you are sending Gross Requirements Forecast you can resize based on the Future Demand for a given Date Range

Item Data Load Sync – Configuration Options Verify setting for new items – if you want to create cards or not Verify settings for existing items 9

Item Data Load Sync – Configuration Options Verify the Loopsize option you would like to use – how to apply the formula Max Cards added 10

Item Data Load Admin  Tools  Data Load  Item Data Load 11

Batch Job Status Integration  Batch Job Status  Item Sync  Date Range  Show Report  Click the Processed for Additional Details 12

For Additional Information 13 Ultriva Inc S. De Anza Blvd., # 260 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket