Lost Sale report

[Neil H]

I am a Reynolds customer looking for a report to track lost sales by counterman.
Please help.

[Scannh]

How often would you run this report and what info do you want to see??

[rickpop]

Great question Neil. I've been asking the same one for years. However, I'm an ADP user. If anyone has any insight on this I would be most interested in seeing it. There is no doubt as to the value from a report of this type. Many inventory experts recommend tracking this information, it is the only way to ensure that you are getting an accurate picture of "total demand", which is required to compute your "level of service". The exact number varies depending on who you talk to. Mike Nichols recommended 2 lost sales per day, per counterman. I tend to agree with this number. The main problem that ADP users have however is in the programming. ADP has tried to make it easier for people to enter lost sales, at the expense of not always tracking the individual who entered it. To my knowledge there is no acceptable way to get this information from ADP.

[Phil D]

If you'd e-mail me your contact information, I'd be happy to have someone get the information to you.

[Chuck Hartle]

Hi Neil,

You are asking a great question. Going through the PROD.HIST files it was easy to create reports for Lost Sales and Emergency purchases (because the TC = L or E). Yet, pull the counter person number was impossible. The field is CNTRMN and this works wonderful for any SALES, but since Lost Sales are generally posted outside of an invoice creation for some reason ReyRey cannot pull the counter person number. However, there is the field "PORT#~" that you can pull if your counter people are on fixed port numbers, this way you can track it.

And ReyRey is not alone. ADP sees fit to do the same thing. With ADP, if you have PDA (Parts Data Archiving) you can go into the PDA.TRANS file and list a Lost Sale report with the port number.

Where this can get distroyed is if you have 'floating' port numbers with telenet and the port for each person changes each day.

It would seem like a simple enough fix. It is easy to understand that you want lost sales posting to occur but you want to track it effectively. Since most of the lost sales occur outside of the invoice and this is where the counter person posts his/her sales number for reference. The Lost Sale is a transaction code and not a sales code. Therefore, the perfect fix for this would be to have the lost sales prompt first prompt for the lost sales quantity and then ask for the counter person number and a short password. This way you, as the parts manager, could run reports on lost sales per counter person and the password would help to avoid "phony" lost sales postings by counter people.

With as many dealerships as we deal with, we have found several stores that post lost sales to try and increase the inventory levels. Since it is hard to run a report to capture the culprit, it continues over and over again. Simplicity and accountability is needed for sure.

Sorry for the long winded answer, but I am sure all of us would like to be able to set policy on lost sales posting and make sure that it is happening properly.

Any other suggestions?

Chuck Hartle'

[RBickley]

I have used this report for some time. I have found satisfaction with the results. It was used at a Nissan store on the 2525 screen with the lost sale posted as quantity sold and a transaction code of L.

REPORT NAME: LOST SALES REPORT
FILE NAME: PROD.HIST
REPORT TYPE: SORT

SORT FIELDS:CTRMN;TRNSDATE;PORT#~;PART#
SORT SEQ: D

SELECTION CRITERIA:
FIELD CONDITION VALUE

TC EQUAL [L]

COLUMN HEADINGS FOR REPORT:

PORT#~;CTRMN;PART-INFO;+QTY;QOH~;TC;
TRNSDATE;CUST#;+COST;SRC

FIELDS TO BREAK ON: CTRMN

Remember the rules for PROD.HIST and this report should help you throughout the month.

[UCS user]

This type of report is standard one on the UCS software and does show by counterman. I believe all of the user functions on UCS are time logged into the system as well so not only do you know how many lost sales created but when. As for the ease of posting sales all a counterman has to do is hit a function key to log the lost sale.

[chazphill]

Neil,
There is a canned report also in ERA that will show your lost sales that have been logged. The executable is 2244.

------------------
Charlie Phillips
Product Management
Reynolds and Reynolds
charles_phillips@reyrey.com