Chapter 7 Inventory Reporting

About 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/DBSi dealers, please relate these reports to those generated from your business system. The purpose here is to make everyone familiar with the reports available from the system and their purpose. There are a multitude of daily and audit trail reports created, but only some of the reports 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

160

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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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 Stock Line Items and Activity
Local Parts KPI Cube - JUL06

100% 90% 80% 70% 60% Stock Line Items 50% 40% 30% 20% 10% 0% Fast Medium Slow Active Stock Lines Stock Lines Backordered

Note: Please refer to pg. 210 of the manual.

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Distribution of Inventory
Carolina Cat Total Inventory Total Inventory
Local Parts KPI Cube - JUL06

100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Surplus Manual Control Buy as Sold Poisson Inventory Value Lines Stocked Active Stock Lines Backordered Stock Lines

Min Type Category

Note: Please refer to pg. 210 of the manual.

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Distribution of Inventory
Carolina Cat Total Inventory Total Inventory Value Value
Local Parts KPI Cube - JUL06

$4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 Surplus: 18.6% Manual Control: 11.3% Buy as Sold: 15.0% Poisson: 54.6% Fast: 72.4% Medium: 24.3% Slow: 3.3%

Note: Please refer to pg. 211 of the manual.

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Distribution of Inventory
Carolina Cat Total Surplus Min Type Inventory

Surplus Min Type Inventory

Local Parts KPI Cube - JUL06

80% 70% 60% 50% 40% 30% 20% 10% 0% Exhaust Replaced: $45,531 Exhaust Surplus: $471,760 Temporary: $813,924 Fast: 31.2% Medium: 54.5% Slow: 14.3%

Note: Please refer to pg. 211 of the manual.

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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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Note: Please refer to pg. 212 of the manual.

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Deposit Summary

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00 Main Store All Warehouse Activity

Sales Ship Stk Xfer Ship Emer Xfer Returns Stk Receipts Emer Receipts Inv Counts Loc Chgs

Emer Receipts 8.9%

Inv Counts 6.2%

Loc Chgs 2.3% Sales 41.8%

Stk Receipts 22.2% Returns 2.7% Ship Emer Xfer 14.8% Ship Stk Xfer 1.0%

Note: Please refer to pg. 212 of the manual.

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00 Main Store Warehouse Activity Distribution All SOS

Maintenance 8.5%

Inbound 33.8%

Outbound 57.7%

Outbound

Inbound

Maintenance

Note: Please refer to pg. 213 of the manual.

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00 Main Store Outbound Activity Distribution All SOS

Ship Emer Xfer 25.7%

Ship Stk Xfer 1.8% Sales 72.5%

Sales

Ship Stk Xfer

Ship Emer Xfer

Note: Please refer to pg. 213 of the manual.

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00 Main Store Inbound Activity Distribution All SOS

Emer Receipts 26.2%

Returns 8.1%

Stk Receipts 65.7%

Returns

Stk Receipts

Emer Receipts

Note: Please refer to pg. 214 of the manual.

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Locations Available

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Key Performance Indicators (KPIs)

KPIs assess your dealership inventory strategy and determines if expected results have been attained. 1. 2. 3. 4. 5. Inventory Investment, Vendor Purchases and Sales Moving and Adjusted Turnover Stock, Total and Territorial Service Percents Stock v. Emergency Purchases Emergency Service Fees as a Percent of Sales and Purchases

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Inventory Investment, Vendor Purchases, and Sales

$9.50 $9.00 $8.50 $8.00 $7.50 $7.00 $6.50 $6.00 $5.50 $5.00 $4.50 $4.00 $3.50 $3.00 $2.50 $2.00 $1.50 $1.00 YR98 YR99 YR00 Inventory YR01 Total Purchases YR02 Sales YR03 $2.58 $2.63 $2.66 $2.94 $2.83 $2.77 $8.30 $8.72 $8.42 $7.78 $7.74 $7.65

$2.60

$2.62

$2.69

$2.44

$2.46

$2.57

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Moving and Adjusted Turnover

5.0 4.5

4.0
4.0 3.5 3.0 2.5 2.0 1.5 1.0 YR98 YR99 YR00 Adjusted YR01 Moving YR02 YR03

3.7

3.8 3.7

3.8

3.8

2.4 2.1 2.1

2.3

2.3

2.4

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Moving and Adjusted Turnover

TURNOVERS
NACD Parts Operations Profile July 2004-YTD

Store Name Main Store Branch Store 01 Branch Store 02 Branch Store 03 Branch Store 04 Branch Store 05 Branch Store 06 Branch Store 07 Branch Store 08 Branch Store 09 DEALER TOTAL

Avg. Monthly Inv. Moving $ 8,268,974 3.2 $ 337,698 6.4 $ 840,254 7.4 $ 245,924 10.2 $ 533,228 8.8 $ 821,293 9.6 $ 1,311,038 6.0 $ 137,419 6.3 $ 810,955 3.1 $ 192,661 7.6 $ 13,499,444 4.7

Dealership Adjusted Adjusted 2.3 3.5 4.3 1.8 5.4 3.6 6.6 3.7 5.7 2.8 7.0 3.7 3.5 2.6 3.8 0.9 2.4 2.2 5.1 2.8 3.2 3.2

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Line Items Service Percentages

100.0% 97.5% 95.0% 92.5% 90.0% 87.5% 85.0% 82.5% 80.0% 77.5% 75.0% 72.5% 70.0% YR98 YR99 YR00 Stock % YR01 Territorial% Total % YR02 YR03 81.9% 80.7% 80.5% 82.1% 82.2% 82.7% 89.1% 87.9% 87.7% 89.3% 89.4% 89.9% 96.8% 96.4% 97.0% 97.4% 97.2% 97.2%

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Stock v. Emergency Purchases

80.0% 75.0% 70.0% 65.0% 60.0% 55.0% 50.0% 45.0% 40.0% 35.0% 30.0% 25.0% 20.0% YR98 YR99 YR00 Stock% YR01 Emerg% YR02 YR03

62.2% 57.1%

63.3%

64.3% 62.0% 62.0%

42.9% 37.8% 36.7% 38.0% 35.7% 38.0%

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Emergency Service Charges as a Percent of Sales and Total Purchases

1.700% 1.607% 1.600% 1.580% 1.500% 1.458% 1.409% 1.370% 1.300% 1.401% 1.404% 1.482% 1.457% 1.492% 1.515% 1.607%

1.400%

1.200%

1.100%

1.000%

0.900% YR98 YR99 YR00 Serv Chg% Sales YR01 YR02 YR03

Serv Chg% Purchases

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Questions?