VIDEO ON HOW TO GENERATE REPORT

VIDEO ON HOW TO UPDATE TABLE

GOOGLE MASTER SHEET

STEP 1

ONCE SHOWING 

SELECT OPTION TO EXPORT TO EXCEL - THIS WILL TAKE 15 MINUTES 

Convert to excel and save this on your desktop 

TIP : If doing on another computer you will have to save to desktop on that computer and then copy the file to your computer 

STEP 3

ONCE YOU HAVE REPORT OPEN 

Remove columns of 

Cost,

Tag

yardname 

xcoord

ycoord 

zcoord 

newused 

thenumber 

newpart  

qoh (we only measure against QOH W ) 

qohu

qohy

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STEP 4

Freeze top row 

Highlight days in stock column yellow 

Sort by days in stock- smallest at the top A-Z

Delete the  rows of 0 and more than 1 days old 

We only need to leave 1 day old items

 we do this so the file in smaller and easier to use  

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STEP 5

Sort by comments -z-a 

Remove rows that have comment “ sub or sub assy “ 

We do this as we don't consider sub assy items when doing this task at this point 

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STEP 6

NOW Sort by STATUS Column 

 A-Z 

Make all rows with status of D and  I as red text  and bold - we do this so it stands out 

STEP 7

Sort by grade/Condition column - 

Z-A 

remove c grade part rows 

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STEP 8

CREATE BLANK COLUMN AFTER QOH W COLUMN ( RH CLICK ) 

CALL NEW COLUMN - “ NEEDS “

THE FORMULA FOR THIS COLUMN IS RECQOH- QOHW  

 THIS IS REC QOH  MINUS QOHW REC -

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STEP 9

NOW MOVE COLUMNS 

Put description next to item name 

Widen columns 

Push out location and rec status so we can read data 

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STEP 10

Delete  DAYS IN STOCK COLUMNS 

STEP 11

Rec qoh- COLUMN make light blue 

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QOHw COLUMN YELLOW 

--

Total req column color grey 

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COPY THE QOH W COLUMN TO BE BEFORE THE ITEM NAME COLUMN AS PER IMAGE BELOW ( YES THIS COLUMN IS REPEATED ON THE SPREADSHEET ) 

STEP 12

FINAL RESULT AS PER BELOW 

STOCK 

MODELNAME 

INVYEAR 

MILES

QOHW 

ITEM NAME

DESCRIPTION

COMMENTS 

STATUS 

CONDITION 

PRICE 

BIN

REC STATUS 

RECQOH

QOHW 

NEEDS 

NOT FOUND 

TOTREQ

DOLLAR SALES 

AVERAGE SALES 

ON YOUR EXCEL SHEET YOU WILL BE MISSING THE LAST COLUMN NOTES /ACTIONS ETC 

STEP 13

NOW COPY ALL THIS INTO A GOOGLE SHEETS MASTER  FILE ON THE BOTTOM OF THE AAA TO DO TAB ( NO SPACES ) 

DONT COPY TOP ROWN FROM EXCEL FILE 

https://docs.google.com/spreadsheets/d/1EHP9Cz5XnwFyhfrbxLX8Wk-TNZJ-4pFvaEsV59XMWE4/edit#gid=1389417329 

STEP 14

SAVE THE EXCEL FILE TO DESKTOP JUST AS A BACK UP  -YOU CAN CLOSE THAT NOW - WE WILL DELETE AFTER 1 DAY IF ALL OK 

NOW IN THE MASTER GOOGLE SHEET 

SORT THE LIST BY STOCK NUMBER AND STATUS ND REC QOH 

SO CAN SEE CARS IN CAR GROUP AND BY THE DECISION THAT WE HAVE MADE SO FAR 

STEP 15

UPDATE THE DATA UPDATED TAB

https://docs.google.com/spreadsheets/d/1EHP9Cz5XnwFyhfrbxLX8Wk-TNZJ-4pFvaEsV59XMWE4/edit#gid=1795932197

STEP 16

SEND EMAIL TO THE PERSON DOING FINAL DESKTOP REVEIW AND CC MANAGER