DealersEdge Professional Forums

Does anyone know if it is possible, or how to report lost sales not in the current month? Months ago and even years ago? I have an odd issue that is beginning to unfold here. Has anyone ever herd of lost saling items to hide their "true" 12 MNS figures? I was looking at some of my non-returnables, and one was a $850 valve body that just turned to 12 MNS. Thing is, it arrived at our dealership about 3 years ago, and never sold. It has a few lost sales of "2" when the OH was 1. I looked into a few of my other non-returnables, and I now see a pattern.

Is there anyway to build a report to put a dollar amount or at least learn what else has this pattern? Or build a report that excludes these lost sales, and shows me the truth of what has 12 MNS and greater?

What DMS do you use?

ADP

I believe there is a report to show all of your lost sales posting. I have been off of ADP for over 2 years and forgot most of the functions. Sorry

Perhaps running MNR (months no receipt) would help?

I am just curious what you are getting at. Our obsolesence starts marking down at 14 months until 18 months when the part is toally marked down. The mark down goes against monthly gross as an inventory adjustment. I have seen guys in the past sell a part and then write a credit in order to show movement as not to get dinged on their monthly gross. That is a fireable offense in my dealer group. This looks like a way to kink the system to me. I just wouldnt want to get caught.

I believe you are looking for RLE; report lost & emergency. If you aren't on Drive yet it can be setup to print when you run STK. I might suggest you setup on your evening jobstack the lost sale and part transaction reports. Looking at this every morning will give you the information to prove/disprove your suspicions.

Good luck.

This can be the result of posting lost sales to parts with on-hand qualtities based on the customer saying, "No, it's too expensive." I totally recommend writing lost sales for parts that are NOT in stock when price is the stated objection. I want to know how many hits I'm getting. Who knows, I might want to offer a discount and grab what gross there is. And maybe the price would have been OK if the customer could walk out with the item.
But when the item IS in stock, 2 bad things happen with a lost sale. First, the MND clock gets reset and the obso return programs won't select this part. Secondly, it can raise the BSL/BRP and the system may want to order another one to keep the original part company on the shelf.
Solution: teach your folks, NEVER make a lost sale for a part with an on-hand quantity.

I am not aware of any system that, under normal circumstances, allows one to post lost sales into a previous month. It is probably possible to pay for special programming to do this, but I cannot imagine why one would want to. Just start posting lost sales in the month, the occurance, in which they happen; do it completely and then walk away from the input function. At the end of each month it would be a good idea to get a list of all parts showing lost sales for a review of those parts; with the possibility that the parts manager might want to take an exception and increase the stocking level or respond to a specific set of circumstances.
Mike

Hitch hiking on Mikes contribution:
I had created a custom report I ran daily, reporting parts with lost sales and/or special orders while showing on hand quantities. I would bin check all the numbers reported looking for bad counts or sometimes items were mis-binned and could not be found when needed. But if the part was there in its proper place, that would be a conversation with the person who logged the transaction. I had a couple of folks with the bad habit of ordering the whole list when some of the parts were in stock for a job and some needed to be ordered. That practice totally irritated me and was a profit leak.