Effective Inventory Management: Classes, Critical Factors, and Costs

Item-16 Inventory Management Concept

Inventory is a collection of items accumulated or stored, pending subsequent use or claim.

Main Function

To balance the flow of production and the flow of demand across different timeframes. Inventories (raw materials, work in progress, etc.) represent around 20% of the total assets of Spanish companies. Therefore, inventories are critical assets impacting profitability, liquidity, and business taxation.

Inventory-related decisions are crucial for coordinating production,

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Cost Accounting for Specific Orders and Processes

Cost Accounting System for Specific Orders

This system is used by businesses that produce goods on a per-order basis, allowing for the separation of production into distinct batches. Upon receiving an order, a production order is issued, detailing customer requirements such as item type, quantity, customer name, designs, and specifications.

Registration and Monitoring of Direct Materials

This process tracks the direct materials from the initial request to the supplier through their use in production.

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Market Research Techniques

Primary Sources

Internal primary sources gather information from company data, while external sources utilize data from the business environment. Quantitative methods offer structured, statistically representative results. Qualitative techniques, conversely, don’t employ statistical treatment for population representation but provide richer descriptive data. Quantitative techniques use numbers for classification, correlation, and comparison, yielding objective, accurate, and reliable information.

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Financial Statement Analysis & Key Formulas

Financial Statement Analysis

Key Statements

Income Statement: List all revenues and expenses (cost of goods sold included).

Balance Sheet: List all assets (in order of liquidity). List all liabilities (in order of liquidity) and Stockholders’ Equity (SHE) (preferred stock, common stock, additional paid-in capital, retained earnings, treasury stock).

Statement of Cash Flows: Cash flow from operating activities (cash received, accounts receivable/payable, cash paid, income/salaries). Cash flow from investing

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Statistics and Statistical Inference Key Concepts

Statistics and Statistical Inference

Basic Concepts

Population: The complete set of data for a statistical study.

Sample: A subset of the population. The methods used to select samples are called sampling.

Random Sample: Elements chosen with equal opportunity for selection.

Non-Random Sample: Elements selected based on specific criteria defined by the researcher.

Table of Random Numbers: A set of digits generated by a computer.

Branches of Statistics

  • Descriptive Statistics: Presents, represents, and summarizes
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Introduction to Statistical Concepts and Methods

Statistics

Statistics is commonly regarded as a collection of numerical facts expressed in terms of a submissive relationship, derived from other numerical data.

Kendall and Buckland define statistics as a summary value calculated from a sample of observations, often used to estimate a population parameter.

Gini (1953) states: “Statistics is a specialized technique suitable for the quantitative study of mass or collective phenomena, requiring a mass of observations of simpler individual phenomena.”

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