manuale utilizzo prim - fiat · prim handbook prim is the acronym of parts retail inventory...

January 2008

PRIM

Parts Retail Inventory Management

Training

PRIM HANDBOOK

Introduction to PRIMBenefits Functionalities

• Forecast• Order Proposal• Vetrina

Using the Tool• Log-in and consultation• Reporting• Order change and generation• Managing Vetrina• Files Transfering

PRIM Tour

Q&A / Glossary

Agenda

PRIM HANDBOOK

Introduction to PRIM

Benefits

Functionalities• Forecast

• Order Proposal

• Vetrina

Using the Tool• Log-in and consultation

• Reporting

• Order change and generation

• Managing Vetrina

• Files Transfering

PRIM Tour

Q&A / Glossary

Agenda

PRIM HANDBOOK

PRIM is the acronym of Parts Retail Inventory Management;

It is a system completely integrated with ePlus;

Prim is able to manage the dealer’s stock in conjunction with Fiat Auto, in order to optimize it and allowing a better selling management;

Prim is able to develop automatically an order proposal for the parts, basing on stock and consumption data;

DMS and PRIM: The two sistems are independent and coexistent.

• DMS will continue to manage the warehousing activity;

• PRIM improve the parts procurement, using the DMS to obtain useful informations to create the proposal.

PRIM - Introduction

PRIM HANDBOOK

PRIM gives the Dealer the opportunity to use order proposals for spare parts, automatically

generated by the system.

The system provides the Dealer with an order proposal for each of his warehouses, starting

from processing carried out on stock and sell out data.

Afterwards the system allows the revison, the modification and the validation of the order

proposal.

Furthermore, PRIM allows the Dealer to provide Fiat and other Dealers with visibility on a

part of his own stock (through the “Vetrina” functionality). Fiat and the other Dealers can,

therefore, inspect and, in case, request the items in Vetrina.

PRIM - Features

PRIM HANDBOOK


Benefits


• Order Proposal

• Vetrina

Using the Tool• Log-in and consulting

• Reporting




PRIM Tour

Q&A / Glossary

Agenda

PRIM HANDBOOK

Short term benefits and goals:

Improvement of the procurement process through an analytical system supporting the dealer. Reduction of the time needed for order issueing:

The Dealer already has at his disposal the proposal and he just needs to modify and to complete it.

Improvement of the product mix in stock to satisfy the customer need: The Dealer can optimize the stock The Dealer can cut down missed sales

Improvement of the competitiveness.

PRIM - Benefits

PRIM HANDBOOK

Long term benefits and goals:

Stock management optimization and logistic costs reduction:

Quantity optimization;

Returned items and overstock reduction;

Obsolete items reduction ;

Depannage/picking orders reduction.

Better efficiency of the invested capital:

Immobilized (Locked up) capital decrease;

Stabilization of the service level indicator for the final customer at top levels.

PRIM - Benefits

PRIM HANDBOOK

Agenda


Benefits


• Order Proposal

• Vetrina


• Reporting




PRIM Tour

Q&A / Glossary

PRIM HANDBOOK

PRIM, therefore, enables the Dealer to two main functionalities:

Creation and management of order proposal

FGA and the Dealers share the stock and the sellout data

PRIM calculates an order proposal for each warehouse basing on consumption forecasts;

The Dealer verifies and fulfils the proposal modifying it on the basis of his specific needs (sales initiative, dealer or network particular features etc.. )

Sharing a part of his stock with Fiat and others Dealers (through Vetrina functionality)

PRIM shows the items in Vetrina basing on the dealer choice and on shared rules;

Fiat and the Dealers can search items in Vetrina.

PRIM - Functionalities

PRIM HANDBOOK

The main parameters which affect the order proposal calculation are:

Safety Stock (SS): Stock level the quantity of material which ensures to face up the unevenness of the foreseen demand during the resupplying period.Effectively one defines the lower and upper limits in months of sales forecast.

Reorder Quantity: the best (minimum) quantity to order for each item in order to render the supplying economical. It’s expressed in covering months.

Overstock: A surplus of an item to make available for the transfers among the dealer’s internal warehouses and the spare parts Vetrina.

Stocked/destocked: specifies if the item is managed on the basis of stock level or requirements.

PRIM - Functionalities

PRIM HANDBOOK

The PRIM operating model prefigure a full integration with the ePlus mechanism according to

the regular orders calendar.

FA Dealer

Dispatch of the request of the Stock/Consumption data to

the Dealer. (on the basis of the handling (treatement)

calendar of normal order)

Stock and Consumption data extraction, file

transfer to Fiat Auto

Trasfer of the file to Fiat Auto and data capture and

validation (anomalies management)

Item Classification

(each month on calendar basis)

Order proposal, Trasfers and Vetrina calculation.

(on calendar basis)Order proposal revision and order issue

Order dispatch to Order Processing

Calculation of the consumption forecasts

(each month on calendar basis)

Transfer of the order feedback (answer) (or

confirmation??) to the Dealer

PRIM - Functioning

PRIM HANDBOOK

Every month PRIM classifies all the items of each Dealer warehouse.

The goal is to split the dealer’s warehouse into many micro-warehouse composed of items

with similar features and define specific management techniques for them.

Items Classification

WH 1 WH 3WH .2 WH .n

Dealer

Warehouse

The item classification is based on:• Utilization

• Brand / Item Size • Price range

• Moviment Class• A,B,C…L

• Turnover Class• A,B,C

Utilization

A B C A B C

A

B

C

D

…..

Moviment

ClassTurnover Class

Price Range

1 2

Turnover class

PRIM - Functioning

PRIM HANDBOOK

Material

handling

class

calculation

Demand

filtering

Seasonality

analysis

Trend

analysis

Demand

gathering and

strengthening

Stocked or

destocked

management

Statistical

forecast

calculation

ACF

statistics

Data gathering and analysis Statistical calculation of the Average Consumption Forecast (ACF)

The calculation module of the sales forecasts is based on several statistical models and it

is automatically able to choose the forecast model which best fits the demand features of

an item.

Integrated ACF

to be used for the

proposal calculation

Average Consumption

Forecast (ACF)

The statistical forecast calculated by the module can subsequently be corrected on the

basis of commercial considerations, for example additional sales as a result of

commercial campaign, particular needs expressed by the Dealer, etc..

Manual Forcings

Every month PRIM calculates the Average Consumption Forecast (ACF) for each item of each dealer warehouse.

PRIM - Functioning

PRIM HANDBOOK

PRIM calculates the order proposal and the Vetrina for each Dealer warehouse on the basis of orders processing calendar.

TO WHO ORDER ?HOW MUCH ORDER ?

IT’S THE ORDER NECESSARY ?YES

SAFETY

STOCK

CALCULATION

SUPPLYING

QUANTITY

CALCULATION

AVAILABLE/

NECESSARY

QUANTITY

CALCULATION

NEEDS

CALCULATION

OVERSTOCK

CALCULATION

ORDER

PROPOSAL AND

WAREHOUSE

TRANSFERS

CALCULATIONS

Vetrina

CALCULATION

NO

Calculation carried out for each

dealer/warehouse

Calculation carried out considering

the Dealer warehouse all together

PRIM - Functioning

PRIM HANDBOOK

PRIM - Vetrina

PRIM has an advanced functionality called Vetrina.

In the Vetrina – visible to all the Dealers who use PRIM and to Fiat Auto After Sales- each

Dealer can choose the item and the respective quantity to make visible and available to

others dealers or to Fiat.

The Vetrina is automatically updated at each new PRIM proposal emission.

Moreover PRIM automatically updates the stock locator: this means the Dealer are not

forced to send the stock file to Fiat any more.

PRIM HANDBOOK

With the Spare Part Vetrina application the Dealer makes available a part of his stock (a

percentage between 0 and 100%) for carrying out orders of other Dealers (not avaliable in

Fiat)

What can the Dealer do using the Vetrina?

• Feeding : The Dealer fills up the Vetrina with a part of his own stock;

• Query the own stock in the Vetrina;

• Item Research:

• Part number research in the Vetrina;

• Display of the researched part number and of the selling Dealer data;

• Interesting items selection (basket feeding);

• Booking:

• Items Booking (email issueing from basket to selling Dealer ).

PRIM - Vetrina

PRIM HANDBOOK


Benefits


• Order Proposal

• Vetrina


• Reporting




PRIM Tour

Q&A / Glossary

Agenda

PRIM HANDBOOK

It is possible to access PRIM through the web address: http://eplus.ricambi.fiat.com/EplusLogin/

To enter the PRIM site and to use all its functionalities the user have just to insert Username and Password and click the Login button.

Insert the

Userid

Insert the

password

PRIM - Access

http://eplus.ricambi.fiat.com/EplusLogin/

PRIM HANDBOOK

Through the left menu it is possible to access all the PRIM functionalities.

PRIM – Home Page

Main menu

In the Home Page

it is possible to

show the messages

kept for

the Dealer

PRIM HANDBOOK

PRIM – Main Menu

•The PRIM menu is composed by the following items:

•Calendars: to view the dates concerning PRIM activities.

•Review of Proposals: allows to consult and modify the order proposal.

•Item Chart: allows to search Item informations.

•Parameters;

•Vetrina: to manage Vetrina functionalities.

•Files transfering: to manage communications from and towards PRIM

PRIM HANDBOOK

This page allows to consult, for each Dealer warehouse, the setting up of the following dates:Material allocation;PRIM files processing;Demand forecast calculation;Proposal calculation.

The material allocation dates

matches with the ePlus

Market Module dates

assigned to the Dealers

using PRIM.

The other dates shown

describe the proposal

calculation flow: from the file

request to the proposal

revision.

Choose the month and

press the button

update to view the

relative calendar

Calendar access

Calendars

PRIM HANDBOOK

The Order Proposal Revision application allows to:

Show the order proposal processed by proposal calculation algorithm;

Make any changes;

Insert new order lines;

Create the order toward Fiat.

Review of Proposals

PRIM HANDBOOK

Click over “+” sign to

expand the Review

of Proposals menu

Review of Proposals

The Proposal Revision menu contains: Options; Summary Chart; Proposal PRIM; Anomalous Items Proposal; Not Admitted Items Secondary Orders Management; Order Generation; Reports page.

PRIM HANDBOOK

Options link opens the page that allows to modify the visualization and the proposal revisionoptions.The changes are allowed only one time. Therefore, if someone enters the Option form afterhaving saved the changes, it will be possible just to view them.

Select this link to view the

options

Press this button to confirm

the selected options

Through this radio button it’s

possible to decide not to

reset to zero the destocked

quantity

Options

PRIM HANDBOOK

The Summary Chart page allows the visualization of the proposal synthesis, both if it has beencalculated by the system and if it has been modified.On the top of the page the inquiry filters allow to view the synthesis data: Synthesis PRIM,Synthesis of Anomalous Parts, Synthesis of Added Parts.For each section of the summary, the informations about Proposed Value, Modified Value andLines are available, replicated for each warehouse.It is possibile to view the summary chart for each warehouse.

Press this button to view the

Summary Chart for the

added items.

Press this button to view the

synthesys frame for the

anomalous items.

This button allows to view, at

Dealer level, theTotals

concerning the Proposed

Value, Modified Value and

Lines.

Summary Chart (1/2)

PRIM HANDBOOK

Summary Chart (2/2)

This button allows to view the

Dealer Total concerning the

Proposed Value, Modified

Value and Lines.

In the anomalous

items synthesis

frame it’s possible to

select the button

which allows to

consult the PRIM

proposal synthesis

It is possible to consult the synthesis form for the anomalous items.

PRIM HANDBOOK

Press this button to display

the proposal online version

Press this button to display

the proposal excel version

Press this

button to see

the PRIM

handbook

Proposal PRIM: how to review the

proposal

Through the Proposal PRIM link the proposal can be seen in two different ways: the onlineversion and the excel version. This possibility to choose is displayed anytime the proposal isrecalculated. After selecting one of the two ways it is not possible to go back anymore and theproposal will be checked through the chosen modality.The button “help” allows to display thePRIM handbook and thus the differences between the two procedures.

PRIM HANDBOOK

After selecting the “help” button a window will ask to select the language.

Press one of the flags to

see the handbook in the

needed language


proposal

PRIM HANDBOOK

After selecting the needed language, the link “Manuals” has to be selected. Then it is possible toread the PRIM handbook by pressing the “PRIM Manual Training” button.

This button allows to see

all the handbook that can

be looked up

This button allows to read

the PRIM handbook


proposal

PRIM HANDBOOK

After selecting the On Line review it is possible to set up the inquiry filters. Through the “inquiry”button the needed items will be dispayed. The selection can be totally approved/deleted or canbe displayed in its details. In the details part the items’ quantity can be changed, the replacementchain can be seen and the transfers can be set.

Press this

button to

display the

items with the

needed

features

Press this button

to enter the

Review of

Proposals

Choose the

parameters to

set up the

inquiry filters

Proposal PRIM: On Line version (1/5)

PRIM HANDBOOK

After setting up the inquiry filters, the user can execute the following operations:Filters Removal: it allows to cancel the selection removing the set up filters;Selection Inquiry: it updates the data in the synthesis form on the basis of the filters just set up;Selection Detail: it allows to view, in the Proposal Detail form, the detail of the items selected through theinquiry filters for each warehouse;Download Excel: it allows to download an excel file that give the possibility to see the items selected through thefilters. As the On Line version was chosen it is not possible to change the suggested quantity on the excel file.

Press this button to

research items on

the basis of the

inquiry filters


remove the set up

filters

Press this button

to view the

proposal details for

each item.

Press this button

to see the detail of

the proposal for

each item on an

excel filel


PRIM HANDBOOK


The Proposal Details form allows to view the details of the items selected in the previous form and, incase, to change the proposed quantity.The first section, on top of page, shows the filters set and the order instructions of the items.The second section shows the items selected through the filters and the information concerning allthe Dealer warehouses on which the user has visibility.

For these two

items the proposed

quantity has been

modified

PRIM HANDBOOK

This button saves the

modified data and allows

to come back to the

previous page.


modified data and allows

to stay in the same

window

Press this button to exit

from the page without

saving the changes


modified data and

allows to go on with

the revision of the

remaining items (if the

proposal is made of

many pages)


PRIM HANDBOOK

In order to continue it is necessary to approve the selection of the changes made with the filtersand to confirm the complete approval of the proposal.In case of approval for selection it is necessary to go on step by step approving all the selectionsuntil the complete proposal approval.After the proposal has been approved it is no more possible to press the buttons for theapproval and the PRIM Proposal is not changeable any more.However it is possible to view it searching through the appropriate filter.The proposal state changes from C to D.


This column

specifies the number

of modified,

approved, deleted

and displayed items


approve the

complete proposal.

The proposal state

changes from C to

D

Press this button

to approve only the

selection with the

changes made

with the filters.

Press this button

to delete the

selection made by

the filters

PRIM HANDBOOK

After selecting the On Line review it is possible to set up the inquiry filters. Through the “Inquiry” button the needed items will be displayed. The selection can be totally approved/deleted or can be displayed in its details on the excel file. It is possible to change the quantity of the filtered items on the excel file and then upload it in order to record the changes in the system. Moreover the transfers, the substitutions and the features of the filtered items can be seen through appropriate buttons.

Proposal PRIM: Excel version (1/27)

Choose the

parameters to

set up the

inquiry filters

Press this

button to look

for the filtered

items

PRIM HANDBOOK

After setting up the inquiry filters, the user can execute the following operations: Filters Removal: it allows to cancel the selection removing the set up filters

Transfer, replacement and other information about the applicability of the model

Download Excel: it allows to display on an excel file the details of the filtered items in all of the warehouses

Press this button

to display the

filtered items


remove the set up

filters

Press this button

to see the details

of the filtered

items on an excel

paper


display the transfers

of the filtered items


display the

replacements of the

filtered items

Press this

button to

receive

further

information

about the

filtered items


display some info

about the

applicability of the

filtered items


PRIM HANDBOOK

After setting up the inquiry filters the “Transfers” button can be pressed to display all theinformation about the transfers of the filtered items.


Press this button

to display the

transfers of the

filtered items

PRIM HANDBOOK

In the Proposal Details some information about the filtered items are shown like the macrofamily, the package quantity, the brand, the family, the model quantity, the description, thesubstitution code. If the transfer details have to been seen it will be necessary to select the singleitem and press the button transfers.

Proposal PRIM: Excel version(4/27)

This button allows to see the

transfers for the selected

item

Press the button to select

the item that has to be

analyzed

Press these buttons to see the previous

or the following page

Press these button to see the first or the

last page

PRIM HANDBOOK

After selecting one item and pressing on the button “Transfers” the detailed paged of the item isshown. Through the button “Save” it is possible to change the quantity that has to be transferredfrom one warehouse to another.


PRIM HANDBOOK

Press this button

to display the

substitues of the

filtered items


After setting up the inquiry filters the “Substitutions” button can be pressed to display all theinformation about the replacements of the filtered items.

PRIM HANDBOOK

This button allows to see the

replacements for the selected

item

Press the button to select the item

that has to be analyzed


In the Proposal Details some information about the filtered items are shown like the macrofamily, the package quantity, the brand, the family, the model quantity, the description, thesubstitution code. If the substitutions details have to been seen it will be necessary to select thesingle item and press the “Substitutions” button.

PRIM HANDBOOK

After selecting one of the items and pressing the “Substitutions” button the detailed page withthe substitutions chain of the item is shown.The data in the section below are automatically updated.


Pressing the boxes one by

one it is possible to update

the detailed information

about the item in the section

below

PRIM HANDBOOK

After setting up the inquiry filters it is possible to use the other info button and display somepeculiar information about the filtered items like the exceptional demand, the number of partssold during the year, the value of the lot and the safety stock, the range of price and the grossprice.

Press this button

to display the main

detailed

information about

the filtered items


PRIM HANDBOOK

After selecting the other info button the present window is displayed.


PRIM HANDBOOK

Press this button

to display the

information about

the applicability to

the differ

trademarks of the

filtered items


After setting up the inquiry filters the “Appli. Model” button can be pressed to display all theinformation about the applicability of the filtered items to different brands.

PRIM HANDBOOK

This button allows to see the main

information about the applicability for

the selected item

Press the button to select the item

that has to be analyzed


In the Proposal Details some information about the filtered items are shown like the macrofamily, the package quantity, the brand, the family, the model quantity, the description, thesubstitution code. If the applicability model details have to been seen it will be necessary toselect the single item and press the button “Appli. Model”.

PRIM HANDBOOK


After selecting one of the items and pressing the “Appli. Model” button the detailed page of theitem is shown.

PRIM HANDBOOK

Through the “Download excel” button a file with the selected items is downloaded. The abovementioned file is modified and then uploaded in order to record the changes in the system.A pop up window will be opened when the “Download excel” button is pressed. This windowshows the time needed to download the excel file.Another window will ask to save the file (suggested option) or open and save it later.

Press this button

to open the excel

file

Press this button

to save le excel file


PRIM HANDBOOK

If the excel file is saved a pop up window will be opened in order to choose the folder in whichthe file will be saved. The proposal file is in the zip format. After saving the file the folders willclose automatically.


Press here to

select the folder

where the file will

be saved

PRIM HANDBOOK

After saving the zip version of the file it is possible to extract the excel file from the archive: theright button of the mouse has to be pressed and then the word “Extract” has to be selected. Thedetailed proposal file is now ready to be opened and modified.


Select one of the

three rows in order

to extract the excel

file from the

archive

Select the

excel file and

click twice to

see it

PRIM HANDBOOK

If the zip file is not saved immediately and the button “Open” is pressed the content of the zip filewill be displayed in a window. The excel file can be opened by pressing on it. It is suggested tosave the excel file anyway through the option “Save as”.


Select the excel

file and click on

it twice to open it

PRIM HANDBOOK

When the excel file is opened a window will appear and the “Enables Macro” button will have tobe pressed in order to display the content of the file correctly.


Press this button

to display the

content of the file

correctly

PRIM HANDBOOK

If the proposal excel file is open for the first time a different window from the one introducedbefore can show up. This window can tell that all the macro are disabled because the protectionlevel is too high. Thus the dialogue box has to be closed and the instructions in the next page haveto be followed.


PRIM HANDBOOK

It is necessary to select “Tools”, then the option“Macro” and finally the word “Security”.A dialogue box is opened and it is possible to set thelevel of protection. The right one is the medium levelthat is selected by pressing the radio button. Then allthe opened excel files have to be closed and re-opened. The window described two slides before willfinally appear.


PRIM HANDBOOK

The excel file will show the detailed list of items filtered before. The suggested quantity can bemodified. The only “Mod Qty” column can be changed, while the others can just be read. Eachcolumn has its own filter that allows to separate the data further on.

The suggested quantity

can be changed for each

item


PRIM HANDBOOK

After analyzing all the rows it is necessary to save all the changes. If the file was opened withoutsaving it before, the “Save as” option has to be selected from the excel “File” menu.

Through this

button it is

possible to decide

where the file will

be saved after

analyzing it


PRIM HANDBOOK

If the file was just opened without saving it at the beginning, after saving it on the local pc, awindow box will still be opened in the filters page. If the word “yes” is selected the changed excelversion of the proposal will be saved in the temporary archive. If the word “no” is selected a secondbox will pop up and another “no” will have to be selected.In both of the situations a further window will remain opened and will have to be closed beforeuploading the Excel file.


PRIM HANDBOOK

The file has then to be uploaded on ePlus. The file can be uploaded as an excel file or as a new zipfile. Through the “Browse” button a window will be opened and the needed file can be searched.After selecting the file the “Open” button will be pressed.

Press this button

to select the

folder where the

file was saved

After selecting the

right file press this

button to upload it

on ePlus


PRIM HANDBOOK

After selecting the file, it is necessary to press the “Upload Excel” button to end the procedure andhave the file uploaded.

Press this button

to end the

uploading

procedure


PRIM HANDBOOK

If the uploading is performed correctly the message “Successfully Uploaded” will be displayed at thetop of the page. It is possible to visualize the performed operations and the number of proposal linesthat have not been checked yet in the selection summary section for the warehouse.

The detailed file

has been correctly

uploaded on ePlus


PRIM HANDBOOK

It is always possible to go back over the proposal using new filters and the Approve/Delete selection. The whole Proposal has to be approved through the “Approve Proposal” button. Before doing these procedures it is necessary to select the check box of the warehouse the proposal was checked for.After approving the proposal, the buttons are disabled and it is not possible to upload further excel files: it is just possible to perform researches and download files.

Press this button

to approve the

whole proposal.

The proposal

state changes

from C to D

Press this button

to approve the

selection

obtained through

the filters

Press this button

to delete the

whole selection

obtained through

the filters


PRIM HANDBOOK

The page of the anomalous items revision is the same of the page of PRIM proposal revision and allows to perform the same operations.The only difference in comparison to the page of the PRIM proposal revision is the absence of the "critical" and "transfers“ filters, which in this case would not have any sense.

Anomalous Items Proposal

PRIM HANDBOOK

This page shows all the items, in the proposal, which has been approved but not admitted by the Dealer default contract, for example the itmes “Dead” or “Not Deliverable”.To go on with the proposal revision it’s necessary to cancel or to shift the not admitted items on another contract.

This button allows to view the

list of the items not admitted

by the dealer contract, for

each dealer.

This button allows to delete all

the not admitted items for the

selected warehouse.

Not Admitted Items (1/3)

PRIM HANDBOOK

After having pressed the button “View not Allowed Parts” it’s possible to view the list of the items not admitted by the contract.Are also shown the relative features as: item description; location in the warehouse; family; gross unit price and net unit price; brand and not admitted quantity

Not Admitted Items (2/3)

PRIM HANDBOOK

Pressing the button delete all the items not admitted are removed and, only at this point, it’s possible to go on with the proposal revision to generate the order.

Not admitted Items (3/3)

PRIM HANDBOOK

Secondary Orders Management

In this page it is possible, choosing the warehouse on which manage the orders, add new items and view the inserted ones.

Click this button to view the

inserted items both in the

primary orders and in the

secondary ones.

Click here to add a new item

to the primary order.

PRIM HANDBOOK

Choosing to add items one arrives to the form where he can add other items through the input of the Item Number

Push this button to confirm

and save the input of the item

Add Parts (1/2)

PRIM HANDBOOK

The system provides a new screen with the status of the added item: “Item OK”. In the case in which the state “Item not in stock" appears, it means that the item, initially not present in the warehouse stock, has been added.

It is furthermore present the item description and the information showing if the item is in proposal or not.

Add Parts (2/2)

PRIM HANDBOOK

To create an order it’s necessary to insert an order number, specific of the dealer, identifying the issued order and select the appropriate button for the order generation.

Then the system confirms the happened creation of an order on the ePLUS system.

Insert here the

order number

Select this button

to create the order

Popup message

showing the

successful creation

of an ePLUS order

Order Generation

PRIM HANDBOOK

Report page (1/2)

Even if the report page has been set after the proposal revision, the user can produce, show and print all the reports in any phase of the proposal approval /revision.

Select one option

to show the related

report

PRIM HANDBOOK

This is the reporting at user disposal. The interface offers the possibility to print the document for a more comfortable consultation, also off-line.

Push this button

to print the

report

Report page (2/2)

PRIM HANDBOOK

Through the option "Item Chart" it’s possible to show all the features of an item selected on its own warehouses. Inserting the part number in the box and choosing “Update" one accesses the detail page.

Insert here the part

number to search and

press Update

Item Chart (1/2)

PRIM HANDBOOK

The form is splitted in: Customer data; Item general data, containing:

Item number Brand Description Family and macro-family Gross unit price and Net unit price Discount percentage Quantity per packaging and vehicle Size and weight

Item detail data for each warehouse, containing: Warehouse code Sales of the latest 6 months rolling (repetitive and exceptional) Sales of the current month (repetitive and exceptional) Sales of the current year included current month (repetitive and exceptional) Stock and on-order Back-order Consumption average forecast Reorder quantity, Safety Stock, overstock, Material handling class, turnover class, price range Last inbound and last outbound date Item Stocked/destocked

Item form (2/2)

PRIM HANDBOOK

This form is splitted in four sections: Customer, which relates some dealer attributes like customer prefix, customer code, business name; Warehouses priority, where to each of the dealer warehouse is assigned a priority which spreads from 1 to n, where n is the

number of warehouses of the dealer; Transfers management containing, for each warehouse of the dealer, the research priority on other warehouse in phase of

transfers calculation, and the minimum value of the line to be moved; Item Destocked containing, for each warehouse, the way of managing the quantity modified in phase of proposal revision for

the item destocked for the dealer. The accepted values are “Do not annul quantity" are and “Annul quantity".

Use these buttons to set the

warehouses priorityUse these fields to fill out

the transfer parameters

Act on these buttons to

manage destocked items

Order Proposal Options - Parameters

This form allows the modification of the options of the order proposal in agreement with the user’s profile

PRIM HANDBOOK

Vetrina

The spare parts Vetrina is a tool which allows the Dealer to: search for an item in other network dealer’s Vetrina;consult the items in the Vetrina; make forcings on the items in the Vetrina.

The Vetrina is updated at each calculation of the order proposal.

As each warehouse of the dealer can have a different calendar for the proposal calculation, the informations in the Vetrina refer to the last recalculation made for every warehouse .

PRIM HANDBOOK

To start the research the user must insert a value in the following fields: Part Number: contains the code of the item to research; Quantity: contains the requested quantity of the item being researched.

Insert the Item Number

Requested quantity

Vetrina – Inquiry (1/6)

PRIM HANDBOOK

On page opening you can view the informations of the "supplying" dealers answering the query and belonging to all network markets.

Product attributes

of the item

Select from the menu the market

on which to update the research


PRIM HANDBOOK

For each dealer in the list the following data are showed: Supplier Name Item Quantity Supplier City Distance between the source warehouse and the destination one.

Click here to view the details of the

item to research


PRIM HANDBOOK

Purchases basket management: selecting the button Basket the user inserts into the basket the requested item in the suitable quantity; what is present in the basket can be confirmed by a subsequently booking; Dispatch of the booking: through the button Book the user sends an e-mail for booking the item to the supplier dealers who make the item available.

Select this field to insert

an item in the Basket

Select this field to send an e-mail

to book the item


PRIM HANDBOOK

At the time of the first selection of an item, the basket icon will appear on the page header so as the content of the basket will be visible at every moment of the connection.If the user empties the basket, the icon will disappear.

Press this button to show

the content of basket


PRIM HANDBOOK

It’s therefore possible to:Send an e-mail to book an item to a specific supplier (Send)Delete from basket an item previously inserted (Delete)Modify the quantity in the basket inserting value lower than that one currently present and confirm the change (Confirm Changes) Empty the whole basket (Empty) Send an e-mail to all the suppliers of the items in the basket (Send all bookings)


delete the itemClick the button Empty to

completely empty the

basketInsert here the modified

quantity


PRIM HANDBOOK

The inquiry filters allow the dealer to search an item on its own Vetrina.

The field Warehouse allows to limit the search to a single warehouse.

Select, the warehouse

into which perform the

search

Vetrina – Consultation filters (1/4)

PRIM HANDBOOK

The inquiry filters allow the dealer to search an item on its own Vetrina.


PRIM HANDBOOK

Items can be selected on the basis of one of the following criteria:Obsolescence ClassMoviment ClassFamilyPart NumberForced Item flag Subsequently, the user can:Start the research, through the button Inquiry, Cancel the settings just defined, through the button Delete.

Fill in one of these fields

to start the research


PRIM HANDBOOK

This page shows the query results, and it’s splited in two sections:Inquiry settings: which summarizes the query parametersItem list: which includes the list of all the items matching the query parameters and shows the following informations:

Part number Family Item description Quantity of the item in the Vetrina (Forced Quantity, in case) Warehouse

Press here to show

datails and quantity of the

item


PRIM HANDBOOK

The possible options are:Remove the forcings for every items in the selected list (Remove)Consult further informations for a selected item and change the quantity in the Vetrina (Item attributes and Forcing) To remove the forcing it’s necessary to specify the warehouse on which start the removal: at the bottom of the page there is the button Warehouse which allows to select one or all the warehouse.

Insert the quantity to be

forced

Select Save to maintain

the changes done

Vetrina – Forcing Items (1/2)

PRIM HANDBOOK

The page contains additional informations about the queried items and allows to manage the concerning forcings. The access to the page is allowed both from the form containing the results of the query, and from the form of forcings management.

The first section of the page summarizes the current forcing features.The second one contains the settings for the new forcing.

The possible actions are:Change of the forced quantity inserting the new value in the Quantity fieldRemoval of the forcing (Remove)

The button Save, at the bottom of the page, allows to maintain the changes done, the button Back, instead, closes the page and takes back to the previous page.The Vetrina system doesn’t automatically remove the forcings set up by the user. This means that at each Vetrina form fulfillment the forcings set up by the user are applied, that is the lower value between the quantity in stock and the forced quantity is it’s put in Vetrina. When the user removes the forcing, the quantity put in Vetrina is the one got from the Vetrina calculation procedure.

Vetrina – Forcing Items (2/2)

PRIM HANDBOOK

Files transfering (1/2)

The aim of PRIM project is to give Fiat the information necessary to generate a reorder proposal directly on Fiat procedures.

The information needed by Fiat concern the items in stock and essentially the sell-out and the stock. Such information is sent by the Dealer to FGA through a file extraction procedure which have to be carried out directly on Drakkar.

This procedure, which must be carried out the day before the training, and then weekly in the day shown by the red rhombus (“PRIM calculation proposal”) in the PRIM menu “Calendar Summary”.

In particular three important operations are described:File receiving from Fiat: “Receive File”; Data Extraction from Drakkar; Dispatch of the processed data to FIAT: “Send File”;

If a Dealer manages several warehouses (various SINCOM codes) it is important that such activities are carried out on a single warehouse at a time!!!

PRIM HANDBOOK

For files receiving/sending it’s necessary to use the form of ePLUS files transfer, which allows to carry out the following activities:

Send File: it’s possibile to send automatically the message file containing the requested informations (sell-out, stock movements).

Receive File: it’s possible to download the message file containing the requests for data extraction (stock movements, sell-out).

Report: it’s possible to view all the information about the transmission of the message file.

Files transfering (2/2)

The file transfer activities, to be completed within the proposal calculation day ( on the calendar the day is shown by the red rhombus ), are necessary both to ensure the correct proposal processing and to guarantee the stock data receiving by Fiat.

The activities to carry out are:

File PRIM01 receiving (the day after the one shown by the green square on the calendar );

Stock and sellout data extraction from the DMS;

Stock and sellout file dispatch (PRIM02).

PRIM HANDBOOK

In the section “Transfer File” of the PRIM menu it is necessary to select “Receive File”

File transfer – Receiving (1/2)

PRIM HANDBOOK

The files receiving procedure is as follows:Look for the file PRIM01, whose date must be the one of the processing day; Press “Save” button on the popup Download File form;Now automatically pops up a form requesting folder and file name: save the file in the folder

C:\prim\.

File transfer – Receiving (2/2)

Press Save to store

the file

Select the file to

download

PRIM HANDBOOK

The procedure to send files is as follows:

choose the PRIM02 File from the directory “C:\PRIM”

press the button transfer: the file with the relevant information of stock and sell-out is sent to Fiat and, in correspondance of your day in the calendar, it will be possible to visualize and modify the proposal of purchase elaborated by PRIM.

Select “Browse” to find

the file to be sent.

Press for sending file

Sending files

Select transfer files and then send Files from PRIM menu

PRIM HANDBOOK

Selecting “Report” it will be possibile to check if all the uploads and the downloads have been carried out correctly.

Files transfer – Report (1/2)

Select from this menu the

report type to view

(upload or download).

PRIM HANDBOOK

Files transfer – Report (2/2)

PRIM HANDBOOK

File transfer – Line order confirmation file

Line order confirmation file (RIC274) is available for dowload

the day after order are issued.

To download the line order confirmation file, please choose

the “Order Processing” application.

Then select “Transfer File” and then “Receive File”

PRIM HANDBOOK


Then please select the managerial code related to your sincom code.

Only one code should be available so you only need to click on “Confirm”

PRIM HANDBOOK


Then click on the most recent RIC276.txt file and save it into your disk.

Once the line order confirmation file (RIC274) is saved you have to load it onto your DMS. Depending on your DMS operation may vary. Please refer to your DMS Provider for details about how to load order confirmation file into your DMS.

PRIM HANDBOOK

Click here to go back to

the homepage

Click here to change the

password

Click here to print this page

Press to log out

Press to show the content of the help and

the manuals

Home page

PRIM HANDBOOK


Benefits


• Order Proposal

• Vetrina


• Reporting




PRIM Tour

Q&A / Glossary

Agenda

PRIM HANDBOOK

Glossary (1/3)

ACF = Average Consumption Forecast : Also called Forecast. Quantity of an item calculated by the system in an automatic way. The quantity expresses the forecasted sold value in pieces in a certain period (e.g.: a month).

Anomalous item: Item which has had a too high demand in the last 30 days with respect to the forecast and which is not put in the proposal as the suggested quantity is 0 “Zero”.

Critical item: Item which has had a too high demand in the last month with respect to the forecast and which is put in the proposal as the proposed amount is different from 0 "zero".

Destocked Item : Items which are managed on the basis of the requirements and are not stored. The classification of an item as Stocked/Destocked does not affects the calculation of the forecast, but only the calculation of the proposal, which is valorized for the stocked items and for the destocked ones with outstanding not null.

Family: Group of items with similar features Forecast (FRC): See ACF= Average Consumption ForecastItem not admitted: Item which cannot be bought with the default contract of the dealer (e.g.: dead item – not

deliverable). Intangible Quantity: Portion of the stock, defined as percentage of the Safety Stock, which is reserved for the

depannage orders. If the stock level of an item gets down below the Intangible Quantity, only the depannage and urgent order lines are served.

Lead Time: Time interval between the order insertion and the foreseen delivery of the goods. Macrofamily: Group of families with similar features .Moviment Class: Attribute settled for each item/warehouse in function of the monthly consumption. There are

twelve handling classes, A,B,C,D,E,F,G,H,I,J,K,L, defined in decreasing consumption order.Obsolescence Class: Attribute defined for each item based on the in-stock time in warehouse. There are five

obsolescence classes, A,B,C,D,E, defined on the basis of in-stock length increasing order.

PRIM HANDBOOK

Order line/consumption: Item + ordered quantity.Order Processing: Also called OP. System, sub-module of ePlus Market Module, manages the customer's orders. Outstanding: Quantity of an item which the dealer couldn’t deliver to the customer because of lack of stockOverstock: Surplus of an item. Quantity of an item greater than the need. Price Range : Group based on the gross unit price list for a specified item. There are two price ranges: “1” for

items which gross price is greater than 500€ and “2” for items which gross price is less than 500€.Proposal: Purchase order proposal, done by the system on the basis of the stock and the consumption of the

dealer warehouse. Reorder Quantity: the best quantity to order for each item. Turnover Class: Attribute which identifies the expected turnover for an item in a month, as per the value of the

customers orders. There are three classes of turnover: A,B,C. The class A, for instance, is that one includes the items with the highest turnover in the warehouse/dealer.

Safety Stock (SS): Minimum stock level which allows to face up to the demand unevenness and forecast mistakes in the Lead Time. The procurement directly depends on the mean deviation between the foreseen and the actual demand. The Safety Stock is calculated for every warehouse of the dealer and is set up to 0 “Zero” for the dead and the destocked items.

Service Level: Parameter that quantifies service delivered to the customer. The Service Level (SL) is calculated with one of the following formulas:

Outstanding lines / really processed linesServed lines / really processed lines.

Glossary (2/3)

PRIM HANDBOOK

Stock: Quantity of an item in warehouse.State of the proposal: State of revision of the PRIM proposal. Allowed states are the following:A: Blocked proposal just calculated, must be seen again by the central Fiat user. B: Proposal unlocked by the central Fiat user, it is ready to be seen again by the Dealer. C:The dealer has finished to set up the initial parameters (options) of revision of the proposal (the options are

only viewable). D: The dealer has finished to review the PRIM proposal again and can proceed to the revision of the section of

the Irregular Item.E: The dealer has finished to review the incorrect Item section , therefore he can proceed to the control of the

presence of the item not admitted. F: The processing of the item not admitted on the primary contract has been made , therefore the dealer can

proceed to process the secondary orders. G: The Dealer has finished to add item on the primary or the secondary orders and can proceed to the approval

of the total proposal and to the generation of the order. H: The dealer has approved the proposal turning it into an order. The proposal can be viewed by the dealer but

not more modified.I: The proposal must be calculated / recalculated. J: The proposal, which has not been turned in order by the dealer, has been cancelled and another proposal

has already been calculated.K: The proposal is in state "to be calculated" as new proposal.

Glossary (3/3)

PRIM HANDBOOK

Thanks.

manuale utilizzo prim - fiat · prim handbook prim is the acronym of parts retail inventory...

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