Partner Analysis

The Vendor Analysis tab contains valuable information to help you track and analyze vendor-related data, such as actual discount information, cost analysis, lead time, and vendor reliability (percentage of returned parts).

1. Specify the date range for which vendor information should be analyzed. Choose dates in the Posted between field, by selecting beginning and ending dates in the calendars.
2. In the Select field, click the down arrow and select from the list: All to filter on all repair orders; Estimator to filter on a specific estimator; Insurance Company to filter on a specific insurance company.
3. The default selection is All. If Estimator or Insurance Company is selected, a having field appears. Select the estimator or the insurance company from the list.
4. Click the Apply Filter button to the right of these fields to implement new criteria.
5. Click the Reset button at the top right of the tab to return to all default filtering options (the default is All, with a date range of 90 days from the current date).
6. Review the bottom section of the tab to view totals for vendor data found in the date range specified.
7. If your shop is licensed and configured for multi-shops, a check box labeled Include Multi-Shops is available. Select this check box to include multi-shop data in the analysis.
8. Click the Print button to preview the Vendor Analysis report on your screen.
9. From the report preview, click the print icon at the top left to send it to your printer.

The DRP/Insurance Analysis tab contains information regarding repair versus replacement activity, as well as OEM parts versus alternate parts on repair orders within a specified Due Out date range.

If you have the Estimate Rules Analyzer module licensed, you will also be able to see this information when the analysis is run from the Jobs menu, on the Opportunities > List View tab, or from the Whiteboard.

1. Specify the due out date range by choosing dates in the Due Out between field; select beginning and ending dates in the calendars.
2. In the Select field, click the down arrow to select from the list: All to filter on all repair orders; Make to filter on a specific type of vehicle; Estimator to filter on a specific estimator; Insurance Company to filter on a specific insurance company.
3. The default selection is All. If you select one of the other options from the list, an additional field, having, is provided to choose additional criteria. Select the desired vehicle make, estimator, or insurance company from the list.
4. Click the Apply Filter button at the top right of the tab to implement new criteria.
5. Review the bottom section of the tab to view the results of filtering and related counts. The total Number of Jobs field is also provided.
6. Select the View by Dollars check box to see the totals in dollar amounts instead of by a count of repair orders.
7. In the Repair vs Replacements box, you can view number and percentage of repairs and replacements. In the View by list, select either All, Body, or Mech.
8. In the OEM vs Alternate box, you can review the number and percentage of OEM parts used, compared to alternate parts used.
9. Click the Print button to preview the DRP/Insurance Analysis report on your screen.
10. From the report preview, click the printer icon at the top left to send it to your printer.
11. Select the Print Summary Only check box next to the Print button for an abbreviated report.

The Parts Status tab contains the status of parts associated with all open repair orders.

1. Specify the ordered date range by choosing dates in the Ordered Date between field; select beginning and ending dates in the calendars. This will include repair orders with parts activity within a specified date range, starting from when the part was ordered.
2. In the Select field, click the down arrow to select from the list: All to filter on all repair orders; Make to filter on a specific type of vehicle; Estimator to filter on a specific estimator; or Insurance Company to filter on a specific insurance company.
3. The default selection is All. If you select one of the other options from the list, an additional field, having, is provided to choose additional criteria. Select the desired vehicle make, estimator, or insurance company from the list.
4. Click the Apply Filter button to the right of these fields to implement new criteria.
5. Review the bottom section of the tab for information related to Jobs Having Parts Status of. Click on one of the following choices: Ordered, In/Posted, IOUs, or Credit Due.
   Note: The parts status dictates which date is used. For example, if the status you select is Credit Due, repair orders with returns processed within the date range will appear.
6. Note that the Total Jobs field indicates the total number of repair orders included in the list above, determined by the criteria/filters specified.
7. If your shop is licensed and configured for multi-shops, a check box labeled Include Multi-Shops is available. Select this check box to include multi-shop data in the parts status.

If your shop is licensed and configured for multi-shops, a check box labeled Include Multi-Shops appears at the top of the Vendor Analysis and Parts Status tabs.

1. Select the Include Multi-Shops check box to include multi-shop data in the vendor analysis or in parts status.

2. When this check box is selected, a small box appears in the lower right of the tab; it lists all the shops included in the multi-shop group.

   

3. In the box, change the number and selection of shops to be included in the calculation by selecting the appropriate check boxes. Click Select All to include all shops; click Clear Selections to clear all check boxes.
4. Click the Apply button in the box to implement the changes you've made.
5. For more information, see the sections Shop Information Setup and Shop Switcher.