Share your Wholesale Inventory with designated Dealer Group(s) and/or ALL CEO Juice clients via Power BI ID772 Inventory Management (or via eView which we will auto install for you in future).
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Got some excess inventory you need to offload? Perhaps offer it to your dealer buddies 1st?
This process will enable you to utilize the Wholesale Inventory page in ID772 Power BI Inventory Management to a) view items other dealers have available for you to buy (within your dealer group or to all dealers) and b) to publish items from your inventory you wish to wholesale.
Run Schedule: Daily Evenings (make sure ID772 refreshes mornings before 8AM so it pulls up any warehouse/bin changes)
Type of Output: Data Push into ID772 Power BI Report and eView
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Sample
Sample
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Variables
Variables
Variable 1: Enter in the warehouse number you've designated as the warehouse listing the 'items' you wish expose to the wholesale list report on ID772 (We highly recommend using our default ZCJ411 so you know what that warehouse is used for and that items in that warehouse will be published to other dealers.)
Variable 5: Enter in the eAuto Employee Number for Name / Phone# / Email Wholesale Inventory Contact
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Alert Functionality
Alert Functionality
1. Intention is for you to (a) view items other dealers have available for you to buy (within your dealer group or to ALL CEO Juice clients using this process) via Power BI ID772 Inventory Report or eView and (b) to publish items from your inventory you wish to wholesale on your Power BI ID772 Inventory Report.
2. eView will be in your System Views named CEO Juice ID411 Wholesale Catalog:
3. This process is completely dependent upon you transferring items into a specific warehouse (Variable1), and then within that warehouse you use specific BINS (ZALL, ZBPCA, ZCDA, ZSDG, or ZPDG) to control which item(s) are visible to other dealers. If you transfer to ZALL bin within that warehouse, then all dealers viewing the report will see items in those bins as available (even if they are NOT sharing their Wholesale Inventory). Or you control which Dealer Group you share with by moving to bin named specifically for your Dealer Group (ZBPCA, ZCDA, ZSDG, or ZPDG) .
You will need to create needed Warehouse and Bin (we will NOT create these for you), See #4 below for instructions and exact naming required.
3. The variables on your ID411 subscription correspond to needed Warehouse and Employee Record as shown in ID772 Wholesale Inventory page below:
Below is sample eAuto Employee Record showing the fields we use so you can ensure set up correctly:
4. We will only report on items in Warehouse you have listed in Variable1. We highly recommend using our default ZCJ411 so you know what that warehouse is used for and that items in that warehouse will be published to other dealers.
5. The bins linked to the ZCJ411 Warehouse determine WHO will be able to see your Wholesale Inventory.
ZALL
Items listed in bin ZALL will be available to all CEO Juice clients using Power BI ID772 Inventory Management (even if they are not sharing with anyone). You will need to create the bin (and link to ZCJ411 Warehouse) as shown in screenshot below:
ZBPCA/ZCDA/ZSDG/ZPDG
If you wish to share your Wholesale Inventory with just those members of specific Dealer Group you are a part of, then you will need to add those Items to the bin name corresponding to your Dealer Group. Be sure to create bin(s) named EXACTLY as shown below (and link to ZCJ411 Warehouse):
CEO Juice stores your Dealer Group affiliation, so feel free to reach out to us to ensure we have the right affiliation.
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Best Practices & Tips
Best Practices & Tips
1. If you put all your Wholesale Inventory in Warehouse ZCJ411 and Bin ZALL, then your Wholesale Inventory will be visible to all CEO Juice clients using our Power BI ID772 Inventory Management, regardless of whether they are sharing their Wholesale Inventory or not.
2. For Dealer Group sharing, you must have your Wholesale Inventory in Warehouse ZCJ411 and Bin of either ZBPCA, ZCDA, ZSDG, or ZPDG. CEO Juice stores your Dealer Group affiliation, so feel free to reach out to us to ensure we have the right affiliation.
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Related Alerts
Related Alerts
ID772 - Power BI Inventory Management
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