Case Study

Trading Operations & Logistics

 Trading Operations & Logistics Team
Enables smooth, efficient & profitability maximizing operations support in sourcing, logistics & RMA

TO Specialist concentrates on:

● Making sure Swappie gets exactly what was paid for

● RMA process with Vendors
● Order Fulfilment tracking
● Improving Vendor understanding of our requirements for
goods
● Foundation of credit risk management
● Factory support in Purchase Order processing
 TASK:
Swappie has made a Purchase Order (PO) from a new Supplier
(Vendor) - iFruits, with 80% prepayment terms. Upon arrival of said
PO we will need to understand if Swappie received everything
exactly as we ordered.
With help from documents provided (Invoice & Inbound received
list) & Excel formulas, evaluate this in Google Sheets format in
same file. Include the Invoice data in the sheet & compare what was
ordered vs what was received.
Make a final conclusion on the PO & draft an email to Vendor to
inform that the order has arrived with no issues, or to resolve the
current situation.
Expected Result
1. Excel (Google Sheet) breakdown table (preferably in the
same excel file in Breakdown Worksheet tab) that answer the
following questions:
a. Has Swappie received all the units we ordered?
b. Is there a mismatch of units or values?
c. If there are, what are those?
NB! Please use formulas to showcase data
2. Draft an email (as a new doc) to the Vendor explaining the
situation & suggestions on how to proceed.
3. Provide a list of ideas / suggestions on how to avoid or
optimise similar situation in the future (in same doc as email).
4. Be prepared to give 10 min presentation of the CS solution in
the Interview.
Have fun!