Operations and sales planning

Operations and sales planning

1. Peña A. describes the S&OP process as a tool to reconcile finance, sales and operations in a company.

2. Balance between the supply plan and the sales plan. the objective is to avoid a misalignment between them

   • S&OP provides the same data to all functions in the company to develop strategies
     • S&OP should be led by management but with connections between areas.
       • there are six main objectives
         • creation of commercial offering with estimated delivery time
           • Managament of deviations with custumers
             • Rescheduling
               • Forecasts
                 • Strategic sales, production and financial plans
                   • Supply chain strategy

3. Gestión de desviaciones con los clientes|

   • Convene meetings to organize the different areas to reach agreements
     • Generating data to obtain a real map of the company's situation.
       • Five benefits
         • Evaluation of tender deadlines
           • Resource reserves
             • Analysis of outputs and deliveries
               • Client management
                 • Sales Plan