7 chapter seven r1v01

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Chapter 7 Inventory ReportingAbout this Chapter:

Objective Gain understanding of Inventory Reporting Introduce KPIs Upon completion of this chapter you will learn: Dealer Business System Reports Key Performance Indicators (KPIs)

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Dealer Business System Reports

This section will focus on reports from DBS/DBSi, however, for non-DBS/DBSidealers, please relate these reports to those generated from your business system.The purpose here is to make everyone familiar with the reports available from thesystem and their purpose.

There are a multitude of daily and audit trail reports created, but only some of thereports directly relating to inventory management are listed here.

Daily Reports

Missing History Store Records

Daily Returns Report Bin Count Listing

Unadjusted Demand

Stock Order Summary

Stock Order Review

Remove From Stock Review

Non-Stock/Made-Stock Review Automatic Replaced Parts History Transfer

Audit Trail Reports

Stock Backorder Review

Inventory Adjustments No Location

Min-Type Store Statistics

Min-Type Performance

Branch Transfer Activity Summary

Demand Summary

Returns Analysis Activity Summary

Deposit Summary

Locations Available

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Missing History Store Records

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Daily Returns Report

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Bin Count Listing

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Unadjusted Demand

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Stock Order Summary

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Stock Order Review

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Remove from Stock Review

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Non Stock / Made Stock Review

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Automatic Replaced Parts

History Transfer

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Stock Backorder Review

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Note: Please refer to pg. 209 of the manual.

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Inventory Adjustments

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No Location

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Min Type Store Statistics

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Distribution of Inventory


Carolina Cat Total Stock Line Items and Activity

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Fast Medium Slow

Stock Line Items

Active Stock Lines

Stock Lines Backordered

Local Parts KPI Cube - JUL06Stock Line Items and Activity

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Carolina Cat Total Inventory

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Surplus Manual Control Buy as Sold Poisson

Min Type Category

Inventory Value

Lines Stocked

Active Stock Lines

Backordered Stock Lines

Local Parts KPI Cube - JUL06

Total Inventory

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Carolina Cat Total Inventory Value

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

$4,500,000

Surplus: 18.6% Manual Control:

11.3%

Buy as Sold:

15.0%

Poisson: 54.6%

Fast: 72.4%

Medium: 24.3%

Slow: 3.3%

Local Parts KPI Cube - JUL06Total Inventory Value

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Carolina Cat Total Surplus Min Type Inventory

0%

10%

20%

30%

40%

50%

60%

70%

80%

Exhaust Replaced:

$45,531

Exhaust Surplus: $471,760 Temporary: $813,924

Fast: 31.2%

Medium: 54.5%

Slow: 14.3%

Local Parts KPI Cube - JUL06Surplus Min Type Inventory

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Min Type Performance Analysis

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Branch Transfer Activity Summary

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Demand Summary

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Return Analysis

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Deposit Summary

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00 Main Store All Warehouse Activity

Sales

41.8%

Ship Stk Xfer

1.0%Ship Emer Xfer

14.8%

Returns

2.7%

Stk Receipts

22.2%

Emer Receipts

8.9%

Inv Counts

6.2%

Loc Chgs

2.3%

Sales Ship Stk Xfer Ship Em er Xfer Returns Stk Receipts Em er Receipts Inv Counts Loc Chgs


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00 Main Store Warehouse Activity Distribution

All SOS

Outbound

57.7%

Inbound

33.8%

Maintenance

8.5%

Outbound Inbound Maintenance


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00 Main Store Outbound Activity Distribution

All SOS

Sales

72.5%

Ship Stk Xfer

1.8%

Ship Emer Xfer

25.7%

Sales Ship Stk Xfer Ship Emer Xfer


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00 Main Store Inbound Activity Distribution

All SOS

Returns

8.1%

Stk Receipts

65.7%

Emer Receipts

26.2%

Returns Stk Receipts Emer Receipts


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Locations Available

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Key Performance Indicators (KPIs)

KPIs assess your dealership inventory strategy and determines ifexpected results have been attained.

1. Inventory Investment, Vendor Purchases and Sales

2. Moving and Adjusted Turnover

3. Stock, Total and Territorial Service Percents

4. Stock v. Emergency Purchases

5. Emergency Service Fees as a Percent

of Sales and Purchases

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$8.30

$8.72$8.42

$7.78 $7.74 $7.65

$2.63$2.94 $2.83

$2.60 $2.62$2.77

$2.58 $2.66 $2.69$2.44 $2.46 $2.57

$1.00

$1.50

$2.00

$2.50

$3.00

$3.50

$4.00

$4.50

$5.00

$5.50

$6.00

$6.50

$7.00

$7.50

$8.00

$8.50

$9.00

$9.50

YR98 YR99 YR00 YR01 YR02 YR03

Inventory Total Purchases Sales

Inventory Investment, Vendor

Purchases, and Sales

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2.1 2.1

2.4 2.3 2.32.4

3.7 3.73.8 3.8 3.8

4.0

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

5.0


Adjusted Moving

Moving and Adjusted Turnover

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M i d Adj t d T


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Moving and Adjusted Turnover

TURNOVERSNACD Parts Operations Profile July 2004-YTD

Store NameAvg. Monthly

Inv. Moving Adjusted DealershipAdjusted

Main Store 8,268,974$ 3.2 2.3 3.5

Branch Store 01 337,698$ 6.4 4.3 1.8

Branch Store 02 840,254$ 7.4 5.4 3.6

Branch Store 03 245,924$ 10.2 6.6 3.7

Branch Store 04 533,228$ 8.8 5.7 2.8

Branch Store 05 821,293$ 9.6 7.0 3.7

Branch Store 06 1,311,038$ 6.0 3.5 2.6

Branch Store 07 137,419$ 6.3 3.8 0.9

Branch Store 08 810,955$ 3.1 2.4 2.2

Branch Store 09 192,661$ 7.6 5.1 2.8

DEALER TOTAL 13,499,444$ 4.7 3.2 3.2

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Line Items Service Percentages

96.8% 96.4%97.0% 97.4% 97.2% 97.2%

87.9% 87.7%

89.1% 89.3% 89.4%89.9%

80.7% 80.5%81.9% 82.1% 82.2%

82.7%

70.0%

72.5%

75.0%

77.5%

80.0%

82.5%

85.0%

87.5%

90.0%

92.5%

95.0%

97.5%

100.0%


Stock % Territorial% Total %

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Stock Emergenc P rchases


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Stock v. Emergency Purchases

57.1%

62.2%63.3%

64.3%62.0% 62.0%

42.9%

37.8%36.7%

35.7%38.0% 38.0%

20.0%

25.0%

30.0%

35.0%

40.0%

45.0%

50.0%

55.0%

60.0%

65.0%

70.0%

75.0%

80.0%


Stock% Emerg%

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Emergency Service Charges as a


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Emergency Service Charges as a

Percent of Sales and Total Purchases

1.607% 1.607%

1.482%1.457%

1.492%1.515%

1.580%

1.458%

1.409%

1.370%

1.401% 1.404%

0.900%

1.000%

1.100%

1.200%

1.300%

1.400%

1.500%

1.600%

1.700%


Serv Chg% Sales Serv Chg% Purchases

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Questions?

7 chapter seven r1v01

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