Wednesday, May 05, 2010

How to give BETTER customer service in Filters



We just ran our first MOVEUP in CFI ( Wix Filters ) and in reviewing the actions can see some problems ---

First - lets explain what a MOVEUP is ... and how we do it
-every line is reviewed once a year in Raleigh by Mike Deals group and an updated movement code is set --thing become more or less popular and the movement code is changed to reflect that.
-we set our stock depth - in a typical line we might have a stock depth of 5.7 ..so everything more popular than that will be suggested to add a level.
-we can identify parts OUTSIDE that range that sell X times ( adjustable by us ) - but that sometimes creates as many problems as it tries to solve ( eg - customer does one time order for 5 widgets - do we want to stock one ?
-staff can review the parts being selected for return and if oyu see something you need - you can re-set the ORDER POINT - not a workable solution but sometimes you get lucky

Options for filters ( and similar ) >>> if you get a customer who needs us to stock a filter for his use -- and you think we might get tripped up on a MOVEUP -- especially if the filter is a movement code 8 ( 8.1 thru 8.9 ) !! you can set the flag to DO NOT FORECAST. See the image ... there is a very similar option STOCK PROTECT and when we asked the help desk - these seem to do the same thing --so we had to pick one --and DO NOT FORECAST seems as good as any.

The image is from the HELP SCREEN - take a minute and get comfortable - sometime the search works well- but for me - since I have skimmed the PAPER version sitting in the office ( a 4" binder - available to see ) I use the known headings and can find the data.

On a related note--we are days away from seeing the first test fleet survey WALL POSTER - we can get more of these wall posters for our customers by sending Gerry Leaman the excel data and he will have the poster printed for us. See Ken Niefer for details.

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