Optimización del inventario y nivel de servicio, en la compra de mercadería, utilizando modelos de gestión de inventario en la empresa comercial Yolanda Salazar Cia. Ltda.

Abstract

The objective of the research was to optimize the inventory and the level of service in the purchase of merchandise. To this end, inventory management models were implemented in order to improve operational efficiency and increase customer satisfaction by ensuring product availability. The methodology used was quantitative and qualitative, with a descriptive and explanatory approach. Field and historical investigations were carried out, sales data for 2022 including surveys of warehouse, purchasing and finance managers. The research was divided into four phases: analysis of the current inventory situation, definition of the optimal management model (using ABCD, XYZ analysis and the Kraljic Matrix), application of the management model and validation of the proposed model with sales data from the 2023. The analysis of the surveys showed that 66.7% of respondents stated that no inventory management model was applied in the company. The implementation of the ABCD-XYZ model combined with the Kraljic Matrix resulted in a reduction of 3,228 days of inventory and an optimization of cash flow by $274,431.37. The inventory level was also reduced by $543,368 and inventory turnover was increased. The number of items in the portfolio was reduced by 824 units, in categories C and D. The research concluded that the implementation of inventory management models significantly improved mainly operational efficiency and customer satisfaction. It is recommended to maintain and annually update the implemented management model, eliminate low-turnover products in categories C and D, and use key management indicators to make informed decisions. It is also suggested to train responsible personnel in the ABC-XYZ and Continuous Review or Reorder Point models.