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STOK YNETM

Yrd. Do. Dr. Mehmet S. lkay

29 -30 Nisan 2006 Kayseri

Gnn Program
Isnma Stok kavram Stok bulundurmann nedenleri Stoklarn fonksiyonlar Stoklarn snflandrlmas Stok maliyetleri Stok kontrolnn amalar Etkin stok ynetimi Stoklarn ABC Yntemine gre snflandrlmas
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Yrd. Do. Dr. Mehmet S. lkay

Stok Nedir?
Belli bir zamanda elde tutulan mal veya malzeme miktar Gelecekteki talebi karlamak iin tutulan stok kalemleridir Purpose of inventory management

how many units to order when to order


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rnekler
malat firmalar ham madde, hazr para, yar mamul, mamul, yedek para, .... stoklar Maazalar giyim eyas, ayakkab, mobilya, krtasiye, elektronik cihazlar, bulundurur Hastaneler ila, tbbi malzeme, tbbi cihazlar, stoklar Supermarketler stock gda rnleri, iecekler, ev rnleri, stoklar

Yrd. Do. Dr. Mehmet S. lkay

Yrd. Do. Dr. Mehmet S. lkay

Stok Bulundurmann Nedenleri


Sat frsatlarn karmamak Stok kalemlerinin arznda, mteri talebinde ve tedarik sresindeki belirsizliklere kar korunmak Satn alma ve tama maliyetlerini en aza indirmek Miktar skontosundan faydalanmak Fiyat art beklentisi
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Stoklarn Fonksiyonlar
1. Tahmin edilen talebi karlamak: Tahmini stok ortalama talep 2. retim ihtiyalarn karlamak 3. Faaliyetleri dengelemek: Ara stoklar 4. Stok yokluuna kar korunmak: Emniyet stoku belirsizlik 5. Sipari dnemlerinin avantajndan faydalanmak: Dnem stoku parti 6. Faaliyetlerin devam etmesini salamak: Yar-mamul, boru hatt stoklar

Yrd. Do. Dr. Mehmet S. lkay

Stoklarn Snflandrlmas
Ham maddeler Hazr paralar Yar-mamuller (Ksmen tamamlanm) Mamuller

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Arz

retim Stok Ak Sreci (Satn alma)

Ham madde & Hazr para

Kalite Kontrol)
Yar-mamul

(Kalite Kontrol)
Mamul

(Pazarlama) Talep

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Talebin iki ekli


Baml
Demand for items used to produce final products Tires stored at a Goodyear plant are an example of a dependent demand item Demand for items used by external customers Cars, appliances, computers, and houses are examples of independent demand inventory
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Bamsz

Yrd. Do. Dr. Mehmet S. lkay

Type of Inventory
Type of Organization
Supplies Raw Materials In-Process Goods Finished Goods

A. Retail systems 1. Sale of goods 2. Sale of services B. Wholesale / Distribution systems

* * * * * * * * *

* *

C. Manufacturing systems 1. Special project * 2. Intermittent process * . 3. Continuous process

a. Process industries b. Repetitive mfging.

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Inadequate control of inventories can result in both under- and overstocking of items.

Understocking (too few) results in missed deliveries, lost sales, dissatisfied customers, and production bottlenecks (idle workers or machines). Resulting underage cost. Overstocking (too many) ties up funds that might be more productive elsewhere. Resulting overage cost.
Goal: matching supply with demand!

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Stok Kontrolnn Amalar


To achieve satisfactory levels of customer service while keeping inventory costs within reasonable bounds

Right goods, right place, right time, right quantity

Two fundamental decisions: When to order (timing) How much to order (size)
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Performans lleri
1. Customer satisfaction: the number and quantity of backorders, customer complaints.
Type I service level: proportion of times that demand is met.

Easy to measure Does not reflect how much demand has been satisfied Type II service level (fill rate): proportion of demand that is satisfied. A favorable measure of service! Requires information on lost sales, which may be unobservable or expensive to track
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Performans lmleri
2. Inventory turnover

The higher, the better more efficient use of inventory Desirable number of turns depend on industry and profit margin

Turnover

Annual cost of goods sold = Average inventory investment

3. Days of inventory on-hand: the expected number of days of sales that can be supplied from existing inventory.
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Etkin Stok Sistemleri?

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Etkin Stok Ynetimi


1. Stoklar takip etmek iin bir sistem 2. Gvenilir bir talep tahmini 3. Tedarik sresi ve tedarik sresindeki deikenliin bilinmesi 4. Stok maliyetlerinin makul birer tahmini

Stok bulundurma maliyeti Sipari maliyeti Stok bulundurmama maliyeti

5. Bir snflandrma sistemi


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1. Stok Takip Sistemleri


Periodic system: Physical count of items made at periodic intervals (weekly, monthly) - Good: Economics of scale - Bad: Lack of control between reviews, carry extra stock to protect against shortages between reviews Continuous (perpetual) system: System that keeps track of removals from inventory continuously, thus monitoring current levels of each item. Fixed quantity is ordered when a certain level is reached - Good: keep constant count of inventory, fixed order quantity - Bad: higher record keeping cost, periodic inventory counting is still required

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Stok Takip Sistemleri


ift kutu sistemi: ki kutu stok tut; birinci kutu boaldnda sipari ver - yi: Basit, ucuz, her stok ekiinde kayt tutmay gerektirmez - Kt: Baz nedenlerle yeniden sipari kart siparii veren personele ulamayabilir Uluslar aras rn Kodu (UPC): zerinde rnle ilgili bilgilerin yer ald barkode bir etiket zerine yazdrlarak rnn zerine yaptrlr
-

yi:
1) Hz ve doruluu arttrr, 2) Srekli stok bilgisi salar, 3) Mteri servis seviyesini arttrr,

0
214800 232087768

4) Aralklarla stok belirleme ihtiyacn ortadan kaldrr


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2. Talep Tahmini
Talebin miktar ve zaman olarak gvenilir olarak tahmini

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3. Tedarik Sresi Bilgisi


Tedarik Sresi: Sipariin verilmesi ile alnmas arasnda geen sre - Tedarik sresindeki deikenlik: Stok teslimleri arasnda stok bulundurmama riskini azaltmak iin ilave stok bulundurma ihtiyac
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4. Stok Maliyetleri
a. Sabit sipari / hazrlk maliyeti: Stoklar sipari verme / retme ve teslim alma maliyeti.

Sipari verme maliyeti Ne kadar ihtiya olduunu belirleme, uygun satclar bulma siparii verme Tama maliyeti Depoya tamak

Bu maliyetler sipari miktarndan

Gelen rnlerin miktar ve kalite muayenelerini yapmak bamszdr.

Sabit sipari maliyeti genel olarak sipari bana sabit bir tutar olarak ifade edilir, sipari byklnden bamszdr.
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4. Stok Maliyetleri (Devam)


a. Birim sipari/retim maliyeti: bir birim stoku elde etme maliyeti.

Stok kaleminin birim maliyeti Tama maliyeti Depoya tama


Miktara dayanr

rnlerim miktar ve kalite kontrollerinin yaplmas

Birim sipari maliyeti genel olarak birim bana parasal tutar olarak ifade edilir.
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4. Stok Maliyetleri (Devam)


b. Stok bulundurma aliyeti: Stoklarn fiziksel olarak depoda tutulmas esnasnda katlanlan maliyetlerdir.
Faiz Sigorta Vergi Deerinin dmesi Modasnn gemesi Bozulma

rme alnma krlma Depolama maliyetleri (stma, aydnlatma, kira, gvenlik) Frsat maliyeti

Stok bulundurma maliyetleri aadaki iki yoldan biriyle ifade edilir: 1. Birim fiyatn bir oran olarak 2. Birim bana parasal bir tutar olarak Yrd. Do. Dr. Mehmet S. lkay 24
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4. Stok Maliyetleri (Devam)


c. Stok bulundurmama maliyetleri: Talebin arz amas durumunda ortaya kan maliyetlerdir. Sat yapamamann frsat maliyeti Ticari itibarn zarar grmesi Gecikme cezas retim kaybndan doan maliyet Genellikle stok bulundurmama maliyetini tespit etmek zordur.

Stok kontrolnn bir amac da bu maliyetleri dengeleyerek toplam maliyeti minimize etmektir
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5. Snflandrma Sistemleri
ABC Snflandrma Sistemi: Stoklar baz nem lleri ve kontrol edilme abalarna gre snflandrma sistemidir.

A - ok nemli B - orta nemli C - az nemli

Yksek Yllk Stok Deeri Dk

A B C
Az ok

Stok kalemi says


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ABC Snflandrma
A Snf

Birimlerin %5 -15 Deerin %70 - 80 Birimlerin %30 Deerin %15 Birimlerin % 50 - 60 Deerin % 5 - 10

B Snf

C Snf

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ABC Yaklamnn Kullanm


A Snf

Bu grupta yer alan stoklarn yakndan izlenmesi gerekir. Stoklar genellikle az miktarlarda sipari edilir, mteri servis seviyesini yksek tutmak iin sk sk gzden geirilir. Genellikle byk miktarlarda sipari edilir, yakndan izlemeyi gerektirmez.

C Snf

B Snf bu iki ekstremin arasnda bir yol izlenir


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ABC Yntemine Gre Snflandrma: rnek


rn 1 2 3 4 5 6 7 8 9 10
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Birim Maliyet 60 350 30 80 30 20 10 320 510 20

Yllk Kullanm 90 40 130 60 100 180 170 50 60 120


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ABC Yntemine Gre Snflandrma: rnek (devam)


rn Toplam PART Deeri % Toplam % Toplam UNIT COST Miktarn ANNUAL USAGE Deerin % Kmlatif

9 30,600 35.9 6.0 1 $ 60 8 16,000 18.7 5.0 2 350 2 14,000 16.4 4.0 3 30 1 5,400 6.3 9.0 4 80 4 4,800 5.6 6.0 5 30 3 3,900 4.6 10.0 Stok % Toplam 6 Snf 6 Kalemleri 20 Deerin 3,600 4.2 18.0 5 3,000 3.5 13.0 7 10 A 71.0 10 2,400 9, 8, 2 2.8 8 320 16.512.0 B 7 1,700 1, 4, 3 2.0 17.0 C 9 6, 5, 10,510 12.5 7 YTL85,400

10

20

6.0 90 11.0 40 A 15.0 130 24.0 60 30.0 B 100 40.0 % Toplam 58.0 180 Miktarn 71.0 170 C 15.083.0 50 25.0 100.0 60 60.0 120

Example 10.1
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Ekonomik Sipari Miktar -- EOQ (Temel Model)


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Ekonomik Sipari Miktar (EOQ) Modeli


EOQ

Toplam stok maliyetini minimize eden optimal sipari miktar

Temel EOQ modeli

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EOQ Modelinin Temel Varsaymlar


Talep kesinlikle bilinir ve zaman zerinde sabittir Stok yokluuna izin verilmez Tedarik sresi bilinir ve sabittir Sipari miktar bir seferde gelir

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Stok Sipari Dnemleri


Sipari miktar, Q

Yeniden sipari noktas, R

Stok seviyesi

Talep miktar

Tedarik sresi

Tedarik sresi

Zaman

Sipari Sipari verildi alnd

Sipari Sipari verildi alnd

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EOQ Cost Model


Co - cost of placing order Cc - annual per-unit carrying cost D - annual demand Q - order quantity Co D Q CcQ 2 CcQ 2

Annual ordering cost = Annual carrying cost = Total cost = CoD Q +

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EOQ Cost Model


Deriving Qopt TC = Co D Q + CcQ 2 Co D Q
2

Proving equality of costs at optimal point = CcQ 2 2CoD Cc 2CoD Cc

CoD C TC = + c Q Q2 2 0= Qopt = C0 D Q2 + Cc 2

Q =

2CoD Cc

Qopt =

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EOQ Cost Model (cont.)


Annual cost ($) Slope = 0 Minimum total cost Carrying Cost = CcQ 2 Total Cost

Ordering Cost = Optimal order Qopt


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CoD Q

Order Quantity, Q

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EOQ Example
Cc = $0.75 per yard Qopt = Qopt = 2CoD Cc
2(150)(10,000) (0.75)

Co = $150 TCmin = TCmin =

D = 10,000 yards CoD Q + CcQ 2

(150)(10,000) (0.75)(2,000) + 2,000 2

Qopt = 2,000 yards


Orders per year = D/Qopt = 10,000/2,000 = 5 orders/year
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TCm = $750 + $750 = $1,500 in


Order cycle time = 311 days/(D/Qopt ) = 311/5 = 62.2 store days
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Production Quantity Model


An inventory system in which an order is received gradually, as inventory is simultaneously being depleted AKA non-instantaneous receipt model

assumption that Q is received all at once is relaxed

p - daily rate at which an order is received over time, a.k.a. production rate d - daily rate at which inventory is demanded
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Production Quantity Model (cont.)


Inventory level Maximum inventory level Average inventory level

Q(1-d/p)

Q (1-d/p) 2

0 Order receipt period

Begin End order order receipt receipt

Time

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Production Quantity Model (cont.)


p = production rate Maximum inventory level = Q Q d p d p d = demand rate

=Q1-

Q d Average inventory level = 1p 2 CoD CcQ d TC = + 1- p Q 2


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Qopt =

2CoD d Cc 1 - p

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Production Quantity Model: Example


Cc = $0.75 per yard Co = $150 D = 10,000 yards p = 150 yards per day d = 10,000/311 = 32.2 yards per day 2CoD Qopt = Cc 1 - d p =

2(150)(10,000) 32.2 0.75 1 150 = 2,256.8 yards

Co D CcQ d TC = + 1- p Q 2 Production run =

= $1,329

2,256.8 Q = = 15.05 days per order p 150


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Production Quantity Model: Example (cont.)

10,000 D Number of production runs = = = 4.43 runs/year 2,256.8 Q Maximum inventory level = Q 1 d p = 2,256.8 1 32.2 150

= 1,772 yards

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Quantity Discounts
Price per unit decreases as order quantity increases
TC = where P = per unit price of the item D = annual demand
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CoD Q

CcQ 2

+ PD

Quantity Discount Model (cont.)


ORDER SIZE 0 - 99 100 199 200+ PRICE $10 8 (d1) 6 (d2)

TC = ($10 ) TC (d1 = $8 ) TC (d2 = $6 )

Inventory cost ($)

Carrying cost

Ordering cost Q(d1 ) = 100 Qopt


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Q(d2 ) = 200
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Quantity Discount: Example


QUANTITY 1 - 49 50 - 89 90+ Qopt = For Q = 72.5 TC = For Q = 90 TC = PRICE $1,400 1,100 900 2 Co D Cc CoD Qopt Co D Q = Co = $2,500 Cc = $190 per computer D = 200 2(2500)(200) = 72.5 PCs 190 CcQopt 2 CcQ 2

+ PD = $233,784

+ PD = $194,105
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Reorder Point
Level of inventory at which a new order is placed R = dL where d = demand rate per period L = lead time

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Reorder Point: Example


Demand = 10,000 yards/year Store open 311 days/year Daily demand = 10,000 / 311 = 32.154 yards/day Lead time = L = 10 days R = dL = (32.154)(10) = 321.54 yards
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Safety Stocks
Safety stock
buffer added to on hand inventory during lead time

Stockout
an inventory shortage

Service level
probability that the inventory available during lead time will meet demand

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Variable Demand with a Reorder Point


Q

Inventory level

Reorder point, R

LT Time

LT

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Reorder Point with a Safety Stock


Inventory level

Q
Reorder point, R

Safety Stock

LT Time

LT
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Reorder Point With Variable Demand


R = dL + z
where d = average daily demand L = lead time d = the standard deviation of daily demand z = number of standard deviations corresponding to the service level probability z d L = safety stock
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Reorder Point for a Service Level


Probability of meeting demand during lead time = service level

Probability of a stockout

Safety stock z dL Demand


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d

L R
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Reorder Point for Variable Demand


The carpet store wants a reorder point with a 95% service level and a 5% stockout probability
d = 30 yards per day L = 10 days d = 5 yards per day For a 95% service level, z = 1.65 R = dL + z
d

Safety stock = z

= 30(10) + (1.65)(5)( 10) = 326.1 yards


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= (1.65)(5)( 10) = 26.1 yards


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Order Quantity for a Periodic Inventory System


Q = d(tb + L) + z where d tb L
d d

tb + L - I

z
d

= average demand rate = the fixed time between orders = lead time = standard deviation of demand

tb + L = safety stock I = inventory level


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Fixed-Period Model with Variable Demand


d = 6 bottles per day d = 1.2 bottles tb = 60 days L = 5 days I = 8 bottles z = 1.65 (for a 95% service level) Q = d(tb + L) + z
d

tb + L - I 60 + 5 - 8

= (6)(60 + 5) + (1.65)(1.2) = 397.96 bottles


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