DealersEdge Professional Forums

Wondering how many of you guys have processes in place for pre pulling and staging sold jobs that the techs don't have in the shop yet to fix and what has worked best for your department?

we do pre pull.. but a system that works is a stretch.. i have our system set up where when the service advisor writes an ro, a copy is printed in parts. if it is an oil change, we pull the filter, and it is ready for the oil change guys. if it is a repair, we pull the parts and have them stacked with a copy of the ro at the back counter. works most of the , unless service leaves an ro open and does not tell us the vehicle is here. we struggle getting the techs to look. half the time they tell us they cannot find parts, they are leaning on the ro... waiting for help... go figure...

jaybird62 wrote:we do pre pull.. but a system that works is a stretch.. i have our system set up where when the service advisor writes an ro, a copy is printed in parts. if it is an oil change, we pull the filter, and it is ready for the oil change guys. if it is a repair, we pull the parts and have them stacked with a copy of the ro at the back counter. works most of the , unless service leaves an ro open and does not tell us the vehicle is here. we struggle getting the techs to look. half the time they tell us they cannot find parts, they are leaning on the ro... waiting for help... go figure...

Thank you for the response.

The system we have in place sounds good on paper but were having issues double pulling orders, not pulling everything, etc. I cannot figure out where our disconnect is for the life of me short of shadowing my counter guys and then shadowing the s&r guys pulling the stuff.

Lefty3068 wrote:

jaybird62 wrote:we do pre pull.. but a system that works is a stretch.. i have our system set up where when the service advisor writes an ro, a copy is printed in parts. if it is an oil change, we pull the filter, and it is ready for the oil change guys. if it is a repair, we pull the parts and have them stacked with a copy of the ro at the back counter. works most of the , unless service leaves an ro open and does not tell us the vehicle is here. we struggle getting the techs to look. half the time they tell us they cannot find parts, they are leaning on the ro... waiting for help... go figure...

Thank you for the response.

The system we have in place sounds good on paper but were having issues double pulling orders, not pulling everything, etc. I cannot figure out where our disconnect is for the life of me short of shadowing my counter guys and then shadowing the s&r guys pulling the stuff.

i hear ya... we leave a checked off picking ticekt with them... i also try to make sure on big jobs to check them off again, but that gets hard to do.. we assume if it is billed, it is pulled.bin check to make sure count is correct. we have so many big jobs it is pretty hard to keep up with..

each tech has a shelf on the other side of the back counter we pull the parts and put a picking ticket with them, works pretty good for the most part

I have reynolds and reynolds, And what I have found working for us is. We create an invoice to order the parts. Pull the parts and tag with yellow painters tape the customer name and put in a pulled parts bin. When all the parts are in a print a pick ticket and one copy goes to service, the other goes in a accordion file folder on the desk. When the customer comes back in, service writes an ro and says parts are here. We pull the file, grab the parts, roll the invoice to the RO and go. This has worked the best for us.

swilbs wrote:I have reynolds and reynolds, And what I have found working for us is. We create an invoice to order the parts. Pull the parts and tag with yellow painters tape the customer name and put in a pulled parts bin. When all the parts are in a print a pick ticket and one copy goes to service, the other goes in a accordion file folder on the desk. When the customer comes back in, service writes an ro and says parts are here. We pull the file, grab the parts, roll the invoice to the RO and go. This has worked the best for us.

On CDK. This is almost word for word what we do. Works pretty well for us, except, no matter what we do, we can not get the SA to write "SOR" on the RO.

We invoice the parts, pull the parts and put them on the advisors shelf. The parts counter guys are good about looking there first to avoid double pulling parts.

The issue comes up where parts are added after the fact, a picking ticket can be printed, but it prints out everything rather than what was added after the fact and that can lead to double pulling parts. Dealertrack has an option for picking ticket AND RO picking ticket, either way it prints out everything.

AlanHomes wrote:We invoice the parts, pull the parts and put them on the advisors shelf. The parts counter guys are good about looking there first to avoid double pulling parts.

The issue comes up where parts are added after the fact, a picking ticket can be printed, but it prints out everything rather than what was added after the fact and that can lead to double pulling parts. Dealertrack has an option for picking ticket AND RO picking ticket, either way it prints out everything.

This is our issue as well and was trying to address but was looking for insight on different processes as well.

Lefty3068 wrote:

AlanHomes wrote:We invoice the parts, pull the parts and put them on the advisors shelf. The parts counter guys are good about looking there first to avoid double pulling parts.

The issue comes up where parts are added after the fact, a picking ticket can be printed, but it prints out everything rather than what was added after the fact and that can lead to double pulling parts. Dealertrack has an option for picking ticket AND RO picking ticket, either way it prints out everything.

This is our issue as well and was trying to address but was looking for insight on different processes as well.

Other than manually writing down the part number(s) and quantity on a scratch pad there is no other way that I know of in Dealertrack to separate them out. Most times it's only one or two numbers, easy to remember and scribble down.