A new stock profiling utility has been developed that enables an Autoline customers' stock file, movements and reordering setup to be analysed to establish potential improvement in obsolesce, stock holding and reorder categories.
This utility is initially seen as a management reporting tool enabling "What If" calculation queries of the dealership stock, once happy that the reported information accurately reflects the required stocking levels the utility can be processed in "Update" 
mode, where the stocking categories of all parts will be maintained.
Note: It is vital that the user(s) of this system are fully aware with the concepts and operation impacts of the Hidden Treasures document.
Warning: The Hidden Treasures document is over 100 pages in size, so please remember the environment when considering printing the Hidden Treasures document.
What do you want to do?
This form is displayed when you click Stock Management > Miscellaneous options.> Stock profile
Menu Bar and Toolbar:
| File | Toolbar | Action |
|---|---|---|
| File > Exit |  |
Return to the Miscellaneous options menu. |
| File > Export |  |
Export the selected data to Excel. |
| File > Update | |
Updates the stock file based upon the suggested What If calculations. This function is activated by the Preferences Generate real live Max/Min levels parameter. |
| Edit > Preferences |  |
Maintain stock profile preferences. |
| Questions > What If |  |
Display potential stock profile information based upon preferences. |
| Help > Help |  |
Displays this help file in a Web browser. |
Warning: The Update toolbar button is activated by Preferences and implements the suggested What if calculations across the stock file.
Franchise: Defines the franchise to be used for stock profiling.
Radio button:
Main stock only: Defines that only the franchise main stock is to be used within stock profiling.
TABS:
Note: The Summary tab contains stock profile details of the current stock file.
Grid Columns
Description: Describes the stock profile category.
- Non-stock lines: Stock where the NONSTOCK flag is set to Y.
- Manual lines: Stock where the REORDER flag is set to M.
- New lines: Stock where the REORDER flag is set to N.
- Obsolete lines: Stock where the REORDER flag is set to O.
- Superseded stock: Stock where the REORDER flag is set to S.
- Mainstream stock All other stock not included in the above categories.
Line: Display of the number of lines for the category.
%: Display of the number of lines for the category shown as a percentage of the total lines.
Non-zero: Displays the number of lines with a non-zero stock quantity for the category.
%: Display of the number of lines for the category shown as a percentage of the total lines.
Value: Displays the stock value (quantity times average cost) for the category
%: Display of the number of lines for the category shown as a percentage of the total lines.
Movement: Displays the stock movement (sales value at average cost)
%: Display of the number of lines for the category shown as a percentage of the total lines.
Mainstream Stock
Note: This area provides a summary of the main stream stock.
The number of main stock lines.
The number of fast moving lines moving NN times per year.
The number of medium moving lines, moving NN times per year
The number of remaining defined as slow moving.
Legend
Note: This area provides a legend description of the summary tab information
Click these grey cells to see a description of the figures.
These blue figures are not included the totals.
Double-click tease red cells to see the parts that make up those figures.
The What if figures are shown in yellow, you can double click these cells as well.
Total
Note: The Age tab displays a measure of the dust covering the items within the stock file analysed on a monthly basis.
Last sale: Description of the age period.
- Last month:
- 2 months ago:
- 3 months:
- 4 months:
- 5 months:
- 6 months:
- 7 months:
- 8 months:
- 9 months:
- 10 months:
- 11 months:
- 12 months:
- Not moved:
Lines: Displays the number of lines that have moved within the age period.
%: Display of the number of lines that have moved for the period as a percentage of the total lines.
Value: Displays the stock value (quantity times average cost) of lines that have moved within the period.
%: Display of the value of the lines that have moved for the period as a percentage of the total lines.
Movement: Displays the stock movement (sales value at average cost) for the period.
%: Display of the number of lines that have moved for the period as a percentage of the total lines.
Turn: Displays the stock movement (at Cost) divided by the stock value for the period.
Cover: Display how many days cover of stock for the period.
Depth: Displays the stock value divided by the number of lines.
Mainstream Stock
Note: This area provides a summary of the main stream stock.
The number of main stock lines.
The number of fast moving lines moving NN times per year.
The number of medium moving lines, moving NN times per year
The number of remaining defined as slow moving.
Legend
Note: This area provides a legend description of the summary tab information
Click these grey cells to see a description of the figures.
These blue figures are not included the totals.
Double-click tease red cells to see the parts that make up those figures.
The What if figures are shown in yellow, you can double click these cells as well.
Total
Note: The Demand tab displays a measure of the quantity of lines analysed by volume sold.
Volume sold: Description of the volume sold.
- At least 2048:
- At least 1024:
- At least 512:
- At least 256:
- At least 128:
- At least 64:
- At least 16:
- At least 8:
- At least 4:
- At least 2:
- At least 1:
- None:
Lines: Displays the number of lines that have been sold within each volume sold level.
%: Display of the number of lines that have been sold within the volume sold level as a percentage of the total lines.
Value: Displays the stock value (quantity times average cost) of lines that have been sold within each volume sold level.
%: Display of the value of lines that have been sold within the volume sold level as a percentage of the total lines.
Movement: Displays the stock movement (sales value at average cost) of lines that have been sold within each volume sold level.
%: Display of the number of lines that have moved for the period as a percentage of the total lines.
Turn: Displays the stock movement (at Cost) divided by the stock value for the volume sold level.
Cover: Display how many days cover of stock for the volume sold level.
Depth: Displays the stock value divided by the number of lines for the volume level.
Mainstream Stock
Note: This area provides a summary of the main stream stock.
The number of main stock lines.
The number of fast moving lines moving NN times per year.
The number of medium moving lines, moving NN times per year
The number of remaining defined as slow moving.
Legend
Note: This area provides a legend description of the summary tab information
Click these grey cells to see a description of the figures.
These blue figures are not included the totals.
Double-click tease red cells to see the parts that make up those figures.
The What if figures are shown in yellow, you can double click these cells as well.
Total
Note: The Categories tab displays a break down of each category.
Category: Description of the age period.
- Non-stock:
- Manual:
- New:
- Obsolete:
- Superseded:
- 1.Fast/High:
- 2.Fast/Medium:
- 3.Fast/Slow:
- 4.Med/High:
- 5.Med/Medium:
- 6.Med/Slow:
- 7,Slow/High:
- 8.Slow/Medium:
- 9.Slow/Slow:
Lines: Displays the number of lines that have moved within the period.
%: Display of the number of lines that have moved for the period as a percentage of the total lines.
Value: Displays the stock value (quantity times average cost) of lines that have moved within the period.
%: Display of the number of lines that have moved for the period as a percentage of the total lines.
Movement: Displays the stock movement (sales value at average cost) for the period.
%: Display of the number of lines that have moved for the period as a percentage of the total lines.
Turn: Displays the stock movement (at Cost) divided by the stock value for the period.
Cover: Display how many days cover of stock for the period.
Depth: Displays the stock value divided by the number of lines.
Mainstream Stock
Note: This area provides a summary of the main stream stock.
The number of main stock lines.
The number of fast moving lines moving NN times per year.
The number of medium moving lines, moving NN times per year
The number of remaining defined as slow moving.
Legend
Note: This area provides a legend description of the summary tab information
Click these grey cells to see a description of the figures.
These blue figures are not included the totals.
Double-click tease red cells to see the parts that make up those figures.
The What if figures are shown in yellow, you can double click these cells as well.
Total
Note: The Surplus tab displays a break down of surplus stock for each category.
Category: Description of the age period.
- Non-stock:
- Manual:
- New:
- Obsolete:
- Superseded:
- 1.Fast/High:
- 2.Fast/Medium:
- 3.Fast/Slow:
- 4.Med/High:
- 5.Med/Medium:
- 6.Med/Slow:
- 7,Slow/High:
- 8.Slow/Medium:
- 9.Slow/Slow:
Lines: Displays the number of lines that have moved within the period.
Value: Displays the stock value (quantity times average cost) of lines that have moved within the period.
Movement: Displays the stock movement (sales value at average cost) for the period.
Excess: Displays the stock movement (at Cost) divided by the stock value for the period.
Value: Display how many days cover of stock for the period.
Obsolete: Displays the stock value divided by the number of lines.
Value: Display how many days cover of stock for the period.
Mainstream Stock
Note: This area provides a summary of the main stream stock.
The number of main stock lines.
The number of fast moving lines moving NN times per year.
The number of medium moving lines, moving NN times per year
The number of remaining defined as slow moving.
Legend
Note: This area provides a legend description of the summary tab information
Click these grey cells to see a description of the figures.
These blue figures are not included the totals.
Double-click tease red cells to see the parts that make up those figures.
The What if figures are shown in yellow, you can double click these cells as well.
Total
Note: The Order tab displays the current parts stock details and a suggestion as to what should be ordered under the revised What-if approach. An order suggestion for a part is triggered if the stock quantity falls below minimum and the quantity ordered will return the stock to maximum level.
Part number: Displays the part number suggested to be ordered.
Description: Displays the description of the part number suggested for ordering.
Latest: Displays the latest cost value of the part.
Stock: Displays the current stock level for the part.
B/order: Displays the quantity of the part on back order.
P/order: Display the quality of the part on purchase order.
Min: Displays the minimum stocking level for the part
Max: Display the maximum stocking level for the part.
Order: Displays the suggested order quantity for the part.
Value: Displays the value of the suggested order for the part.
Mainstream Stock
Note: This area provides a summary of the main stream stock.
The number of main stock lines.
The number of fast moving lines moving NN times per year.
The number of medium moving lines, moving NN times per year
The number of remaining defined as slow moving.
Legend
Note: This area provides a legend description of the summary tab information
Click these grey cells to see a description of the figures.
These blue figures are not included the totals.
Double-click tease red cells to see the parts that make up those figures.
The What if figures are shown in yellow, you can double click these cells as well.
Total
Clicking the Ellipsis 
button located next to the Franchise entry field displays a list of the available franchises.
Clicking the required franchise displays the Stock Profile Form populated with the selected franchise information.
Clicking the Preferences toolbar button displays the Stock Profile Preferences form.
Double clicking a cell highlighted in red displays a Parts list of the parts that match the selected criteria.
Note: What if data is calculated based upon the philosophy of the Hidden Treasures book and applies its methodology across the stock file.
Clicking the What if toolbar button, enhances all of the stock profile tabs with additional columns clearly showing any calculated information.
Clicking the Export toolbar button extracts all of the stock profile information into your clipboard where it can be copied(Paste) into, for example, an Excel spreadsheet.
Clicking the Update toolbar button, updates the stock file according to the What if calculations.
Warning: The Update function maintains the stock categories of the stock file, once actioned the changes cannot be reversed.
This form is displayed when you click Stock Management > Miscellaneous options > Stock profile > Order Tab > Double click the Min, Max, Order or Value cell.
Menu Bar and Toolbar:
| File | Toolbar | Action |
|---|---|---|
| Close > Close | |
Return to the Stock profile function. |
| Help > Help | |
Displays this help file in a Web browser. |
Original Parts Information
Original minimum: Displays the current parts minimum stock quantity.
Original maximum: Displays the current parts maximum stock quantity.
Cost price: Displays the currents parts cost price
Therefore the High/Medium/Low: Displays the current parts movement category code.
History
Demand: Displays the current parts demand, in units over 13 periods
Annual movement = SUM(-1 through 12): Displays total sum of units for the year.
Therefore the High/Medium/Low: Displays the current parts movement category code.
Weighting: Displays the weighting to be assigned to the parts demands, Weighting's are defined by Preferences
Average monthly demand (AMD): Displays the total annual movement (units) divided by 12.
Revised Fast/Medium/Low: Displays the calculated parts movement category code.
Min / Max Days Stock
Minimum stock = (AMD * 12 / 365): This displays how the minimum number of days stock required is calculated and the suggested minimum stocking level required.
Maximum stock = (AMD * 12 / 365) :This displays how the maximum number of days stock required is calculated and the suggested maximum stocking level required.