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ID72 - Tech Car Stock, Stale Highlighted - Overview & Sample

Thorough Technician Car Stock Report showing usage, quantities on hand and shows items considered stale.

Overview | Samples | Variables | Alert Functionality | OnDemand Report FiltersBest Practices & Tips |  Related Alerts

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Overview:

Most dealers let their techs determine what should be in their car stock, the challenge is taking back the stock they don't need. This reports provides management a summary report of each car stock value along with the stale inventory value and a separate detailed report going direct to the technician. This detailed report shows tech days since used, min/max, MIF (to help identify if future use likely), both retail or cost value and stale value.

Once you are comfortable with this report move on to ID694 which automates the process of having the techs return that stale inventory..

We also suggest running our OnDemand SSRS Report ID204 Technician Productivity Report to see what the reschedules are for each tech, then take back parts they are not using and get them some they need. .

Run Schedule: Weekly Saturday AM

Type of Output: Email and On Demand SSRS Report

 

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Sample

Email Samples:

Detailed Version:

**Note, items considered stale highlighted in YELLOW on report.**

Section in Yellow Box shows PartNumber, PartDescription and highlights in yellow if inventory is considered “stale”. 

Section in Red Box shows Min/Max Levels (if set for tech), quantity allocated (not yet billed/removed from inventory), MIF (machines in field) for tech and retail price (per your Variable2 setting).

ID72Email_Sample.PNG

 

End of report will show summary for tech (Values shown will be either Retail or Cost based on your Variable2 setting):

ID72Total.PNG 

Summary Format:

**Groups by Technician Manager**

Dollars in red are stale based on your variable settings. We show the % of a tech's stock that is stale also in red.

ID72Summary.PNG

 

 

SSRS Samples:

Detailed Version:

**Note, items considered stale highlighted in YELLOW on report.**

ID72SSRS_Sample_Detail.PNG

Summary Format:

**Groups by Technician Warehouse**

End of report will show summary for tech (Values shown will be either Retail or Cost based on your Variable2 setting):

ID72SSRS_Sample_Summary.PNG

 

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Variables

ID72Variables.PNG

**ALL variables are required, please do not leave any blank otherwise alert emails will not send.**

Variable W: Enter # of days going back from today to see if item was not used on sales order/service call or purchased to flag as stale

Variable X: Flag items as stale when average cost > XXX (no decimals please)

Variable Y: Days of Usage History History Usage Days to show (0 shows no history), max is 30. This is just for showing on report, does not effect actual usage consideration. If tech used item out of another warehouse, then that usage will NOT appear in the history. VariableY should be the # of days between the schedule of this report (every 30 days or every 7 days) depending on whatever the schedule you prefer for us to run the report.

Variable Z: Custom Property indicating Field Tech (required for detailed email, not for the summary format sending to emails listed in to/cc of your subscription)

Variable 1: Days since item transferred into warehouse to not count as stale  even when no usage

Variable 2: Valuation to Use (enter Cost or Retail)

Cost = Average Cost

Retail = Default Price as the alert logic assumes you are using the eAuto Default Price field for that purpose

Variable 3: Include only contracted equipment (Yes) or all active equipment assigned (No) for MIF calculation, enter Yes or No

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Alert Functionality

-All figures shown on report are at tech warehouse level (i.e. Days Since Used, Min/Max, Usage), only exception is Company MIF.

-Transfers includes PO Receipts and Transfers

-Tech MIF is active Contract Equipment assigned to Technician on Equipment Record. Company MIF is active Contract Equipment across entire company for any/all equipment that has ever had the item 'used' on a service call or sales order. 

Required settings in eAuto:

1. Alert emails will only consider techs set with ZCJFieldTech (or whatever you have listed in VariableZ) Custom Property set to Yes:

ID72ZCJFieldTech.PNG

2. Tech eAuto Employee Record MUST have manager assignment:

ID72MgrRequired.PNG

 

3. Tech's Warehouse MUST have tech listed on Details Tab / Technician:

ID72Require_Tech_Warehouse.PNG

 

-Emails listed in To/CC/BCC of your ID72 subscription will only receive Summary Format. 

To_CC_BCC.PNG

-Select To Tech and/or To Tech Manager for email to send to Technician (uses email on Tech's eAuto Employee Record) and for Manager to receive. Manager will receive separate email for each technician (not a roll-up summary format).

ToTech.PNG

-Items with two ** indicates non-standard stock item. This refers to either (1) when the item has a minimum stocking level of ‘0’ or (2) a stock code that is not ‘stock’

ID72NonStockItem.PNG

-Days Last Used is only consider Service Call Activity

ID72_DaysUsed.PNG

 

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OnDemand Report Filters

ID72SSRS_Filters.PNG

Technicians:

Non Tech Whse:

Days since activity (excludes transfers): 

Max is 30 regardless if value you enter is greater than 30 (otherwise there is just way too much data to pull)

ID72Max_30_days.PNG

Days since last transfer or receipt: Enter number of days going back from today to see if item was not used on sales order/service call or purchased to flag as stale

Days of detailed activity to show: Enter number of days of usage activity to show

Stale avg cost > than ($): Flag items as stale when average cost > XXX

Only include contracted equipment: Yes/No

Yes=would exclude non-contracted equipment from Tech and Company MIF calculations

No=would include non-contracted equipment from Tech and Company MIF calculations

Valuation: enter either Cost or Retail 

Cost = Average Cost

Retail = Default Price as the alert logic assumes you are using the eAuto Default Price field for that purpose

Show items w/Zero Min & Usage: Yes/No - yes to show items with zero minimum and zero usage (at tech warehouse level)

Summary: Yes/No - indicate if you'd like if in summary format, if no, then shows details

Add to Tech Warehouse?

On Demand SSRS Report will also show items that should possibly be stocked for tech. Items listed here have no min/max for technician warehouse, but there has been usage:

**This will ONLY show for Tech Warehouse Types**

ID72_Qty0.PNG 

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Best Practices & Tips

-We recommend using the eAuto Inventory Logistics Console to help manage min/max. More details at ILC Best Practice HERE.

-Best practice is to have dead inventory at 0%, item should return to main warehouse for use and/or wholesaled.

-Technicians should ALWAYS have their own assigned Warehouse for Car Stock, seen here on eAuto Employee Record. 

We recommend the description of the techs warehouse match their name or be something more defining than something generic like "Car Stock". The summary report groups by warehouse description, so if all your techs warehouse descriptions are Car Stock, the alert is unable to differentiate (it looks like none of them are reporting).

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-Main Warehouse showing on report?

If you have the Main Warehouse showing on any of your reports, please be sure to check that your Technician eAuto Employee Records are assigned to their own specific warehouse, not the MAIN WAREHOUSE.

Main_Warehouse.PNG

You can identify which techs are causing this problem by going to eViews. Under System / Shared open the Employees / Contractors eView and filter it by Technician = Yes and Warehouse contains Main. (You'll need to customize and import columns, so let us know if you need help with this.) This will show you the technicians that have the Main warehouse assigned to their employee record. You will need to create a technician warehouse for each of the techs in the list and assign it to their employee records under the Positions tab.

-Use our Tech Productivity SSRS report (ID204) for six months and see what the reschedules are for each tech, then take back parts they are not using and get them some they need. 

 

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Related Alerts

ID75 - Suggested use for doing a detailed inventory analysis

ID204 - Technician Productivity Report T

ID694 - Automates the process of having the techs return their stale inventory

 

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 OLD Information Below (prior to December 2019):

  

 

Samples:

Summary Report:

(sent to anyone listed in TO: CC: or BCC: of alert subscription)

Dollars in red are stale based on the parameters you set, the default is costing more than $20 and not used in six months. We show the % of a tech's stock that is stale also in red.

Use ID75 custom report for doing a detailed inventory analysis. Click here for more.

The detailed version for your tech shows their current warehouse quantity on hand. It not only shows the retail value at each item level, but also provides a total value at the top based on the average cost. It also flags items as dead/dormant if the item has not been used or purchased since Variable W (number of days back from today) and has an average cost exceeding Variable X.

 

Sample of Tech version below:

 Sample 1 (at tech level):

ID72_1.png

ID72_2.png

Section in Yellow Box shows PartNumber, PartDescription and highlights in yellow if inventory is considered “stale”. Stale inventory is defined as inventory that has not been used in VarW days and cost (VarY) greater than $XXX.00. These variables are set by your company (not by CEOJuice).

Section in Red Box shows Min/Max Levels (if set for tech), quanitity allocated (not yet billed/removed from inventory), MIF (machines in field) for tech and retail price (please see notation at bottom of this post about retail/default price).

End of report will show summary for tech (Dormant Inventory Value is Based on Average Cost):

ID72_3.png

 

Sample 2 (Manger Level Roll Up):

Manager Level Roll Up available via the Custom Report or to any email address listed in to: or cc: or bcc: of subscription.

ID72_Detail_by_Tech.png

End of report will show summary. Summary will vary based on how you have Custom Report set up. Can show subtotals by manager’s group, by warehouse tech and for entire contents of report.

ID72_Summary_by_Tech.png

 

 

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