CBI Dealer Inventory

Overview

The Dealer Inventory Module is the response to Reman item sales to internal dealer organizations or high-value, special customers where they are stocked and not billed for the core until sale to their customers. As one company stated:

"Our dealers should be able to have reman units in stock. When these dealers buy units from us that they want to have in stock for customer service reasons, the core bank system should put these units "on hold", and not issue core charges. We allow our dealers to operate this way because we want them to buy reman units to have in stock due to the fact that many of our reman units are breakdown units; so when a customer needs one, he needs it fast."

To support this requirement, the Dealer Inventory Bank maintains quantities of dealer inventory of on the shelf reman items, which are then reduced as dealer customer sales are posted. These are then automatically transacted to the CBI-AR Core Bank as core return eligibilities with the appropriate billing actions.

A Dealer Reman Inventory Bank contains the reman part number/invoice records and are posted as open "inventory" with no billing actions. The CBI bank with core part number/invoice records, tracks the open return eligibility with the associated billing actions.

The Dealer Inventory Bank contains a subset of records from the CBI bank, including:

Customer group without group customers,
Reman parts without product line, core group, core, core pricing, reman/core cross reference, or defect/reject codes.

When dealer sales are imported (or entered) into the Dealer Inventory Bank, they are processed in one step as accepted using the same logic as within CBI to handle return goods processing imports. This reduces the Dealer Bank open "inventory" quantity and ties the actual sales to a dealer's customer invoice document, which creates a "sales" advisory record (for the reman item). This is then imported through normal CBI invoice import functions. The CBI track record for return eligibility and billing is created, upon actual sale, for the dealer customer and the core related to the reman item. All Dealer Inventory records are marked as "unbilled" with no action until the return expiration date.

CBI Dealer Inventory Features:

Stock reman items closer to their point of need without penalizing the dealers;
Dealer inventory levels can be analyzed for possible transfers in the case of emergency dealer shortages;
Production plan can be better established based on the inclusion of dealer inventory levels;
The CBI-AR advisories are realistic as dealers' reman stock quantities are not billed until after the actual end customer sale;
Core return planning becomes more accurate for the above reason;
Return application processing rules can be extended, where appropriate, to include the dealer customer.

For more information or to schedule a demonstration, please click the button above.