CREDITS MECHANICAL ITEMS

CREDITS MECHANICAL ITEMS

CREDITS MECHANICAL ITEMS
Doing credits with mechanical items requires experience ,
it is expected that staff doing these credits can also process the resolution at the same time
We need to clearly understand why iem is being credited and to take action to avoid this happening again in same situation next week, do we need to check different items , do we need to test differently  

NOTE MECH CREDITS : THESE ARE THINGS THAT ARE SENT OUT ON A SKID OR PALLET   i.e ENGINE , TRANS, DIFF ASSY ,UTE BACK 
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SET UP

Need View of RMA s set up on screen


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STEPS
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WE ONLY DO CREDITS IF THERE'S A RMA - 
IF NO RMA. WE CHAT SALESMAN AND WE DO RMA WHEN THEY CHAT BACK 
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STEP 1
WHEN DOING CREDITS FOR FIRST TIME THAT DAY -ACTION RMA MARKED - AA IN CREDITS OR AA IN PICK UPS  

Do credit like normal credit process with RMA screen 


Be sure and clear as to why item returned - we dont have to guess 

PINNACLE CHAT SALES PERSON

If rma notes are not clear ask sales person

Script notes for sales questions

-brokered part (ok to full credit , advise if core engine going back to supplier or do i add to core list)

-normal credit (ok to full credit and restock)

-warranty (ok to full credit , should i add to core list)


CHECK - ENGINE NUMBER

Before doing credit make sure engine number correct on invoice

If unsure, check car dismantling guides may have location, if not then google 

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CHECK HEAT TAG

Heat tag is usually on the inlet manifold side on the head on or on a welsh plug on the head 

If heat tag melted advise sales person incase we do not credit
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PART TAG

Always check tag number is same as invoice ,


if tag is missing ,damage, showing C grade or not on a blank TYVEK tag, we need to reprint tag
image006.png

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REFER TO 28B for TYVEK tag location in order report

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CREDIT INVOICE

Once invoice has been confirmed ok to credit , restock part to to credit (days abbreviation)

IE. today is THURSDAY, CREDITTHURSDAY

EMAIL COPY OF CREDIT

If customer has no email address email copy to admin@jjautoparts.com.au 

subject(CUSTOMER HAS NO EMAIL ADDRESS)

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STEP 2 

After doing credit , clear/update the resolution as required
Make sure you type in resolution screen stock number , this way you can see all the sub assy for that engine - 

physically check if the sub assy part is still with the engine - 
-If so clear sub assy part out of reso

-If sub not there, just delete the part from reso screen 
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IF WE DO CREDIT AND PART  REQUIRES RE STRAPPING
-All small loose items, bag it up and cable tie to part
-ensure there's blue part tag
-get a piece of paper and write on paper, "PLEASE RESTRAP - AND PUT IN PARTS AWAY BAY"
-take to re strapping bay and advise storeman 

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IF ENG/BOX IS BROKERED PART AND WILL BE RETURNED TO SUPPLIER

take engine/gearbox  to area in between RTS bays awaiting paperwork return to supplier


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CORE PARTS 


- MOVE TO CORE ENGINE/BOX TO CORE / C CRADE CRATE (this is next to engine separation bench)


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BROKERED PARTS

Message salesperson , advise them rma number and if we are sending back to supplier

Add cardboard tag to part with all details below

-date

-supplier name

-po number

-part type

-jj sales person

-invoice number

Once credit has been done place part in RTS bay 

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C GRADE ENGINE/BOXES TO THROW

-ENSURE ITS DELETED FROM PINNACLE 

-PUT XXX ON BLUE PART TAG AND CABLE TIE TO ENGINE/BOX

-MOVE TO CORE ENGINE/BOX TO CORE / C CRADE CRATE (this is next to engine separation bench)



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TRAINING STAGES 

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STAGE 1 -
TRAINER AND TRAINEE DOES TOGETHER 

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STAGE 2 -
TRAINEE USES TABLE AND TRAINER CHECKS AND MARKS OFF 

TRAINEE -
TRAINEE does credits as per guides and notes details in training table , 
TRAINEE leaves all items in mech credits bay when done so trainer can check
DONT MOVE to correct locations when done 
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TRAINER -
Trainer checks part one by one physically at mech credits bay, 
re-trace trainee steps as if trainer is actually doing credits (ie. all the checks physically to ensure is ours and ok, and check if restocked to correct day)

When 10/10 we then move to next stage

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STAGE 3 -
TRAINEE -
Trainee does all Trainee does not use table at all 

If unsure or part requires operations manager to check,


Leave the mech part there in mech credits, tag it with trainer name to sort., DO NOT GIVE TO OPS MANAGER


Email trainer tag number with issue / questions

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TRAINER -

Trainer to check issue with in 24 hours and trainer either actions or advises trainee next steps





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FAQ 
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WHAT IF PART WENT OUT FOR REPAIRS AND IS NOW BACK ? -IF PART WAS SENT OUT AS $0 AND NOW BACK



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WHAT IF ENGINE HAS ISSUES UPON RETURN ?

IE. WATER IN PORTS -

-CHECK ITS OURS

-RESTOCK -

-LEAVE IN RESO WITH ISSUE NOTED , YOUR NAME AND DATE

-PUT PART @ OPERATIONS DESK WITH PAPER ADVISING ISSUE


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WHAT IF PART IS BACK FROM REPAIRS AND I CANNOT CHANGE FROM C GRADE TO A GRADE?

CLICK "CORE PARTS" THEN UN TICK IT AND IT WILL JUMP  TO "A GRADE" AUTOMATICALLY"



IF YOU STILL CANNOT DO A GRADE BUT CAN DO "B" , THEN LEAVE AS "B"
IF YOU CANT , ADVISE YOUR MANAGER THAT ITS STUCK ON C GRADE 

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WHAT TO DO WITH MECH THAT WE THROW AWAY ?

PUT XXX ON TAG AND CABLE TIE TO ENGINE/BOX

THEN PUTS AT OPERATIONS MANGERS BENCH


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WHAT IF ENGINE HAS ISSUES UPON RETURN ?

IE. RMA SAYS WAREHOUSE MANAGER TO SEE IF OK




-CHECK ITS OUR PART

-RESTOCK (IF RMA DOESNT SAY TO RESTOCK, THEN OK TO RESTOCK)

-PUT IN RESOLUTION N01 PROBLEM
-NOTE IN RESOLUTION LOCATION OF PART AND WHAT ACTION TO BE DONE BY WHO - YOUR NAME AND DATE

IE, IN MECH CREDITS - HIRA TO CHECK AS PER RMA DOC - CHARLES 24/05

-LEAVE IN MECH CREDITS WITH A PAPER OF WHOS SORTING 

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WHAT IF PART IS A UTE BACK LOCATED OUTSIDE IN PICK UPS ?

IE. UTE BACK AT LUNCH AREA , AND NEEDS LARGE FORK LIFT .

We would reso the part back in N01 Problem part 
Note in reso - 
CURRENT LOCATION, WHAT NEEDS TO BE DONE , YOUR NAME AND DATE 


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WHAT IF WE NEED TO INPUT A PART SEPERATELY ?

IE. WE SOLD GEARBOX BUT CUSTOMER GIVEN US TRANSFER CASE BACK AND KEPT THE BOX

We would put a AVERY tag on the part.
Note down on the AVERY tag.
-What invoice it came from as reference
-Model and part type 
-What action to be done
-Your name and date 

then put part at operations managers desk 

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WHAT IF THERE IS AN RMA BUT NO CREDIT TO BE DONE ie CORE RETURN ?
​
This normally only happens if it is a CORE RETURN but no core charge on the invoice 
What action to be done
-ADD A AVERY TAG TO THE PART 
-C GRADE CORE REF INVOICE **** 
-ADD NOTES TO RMA PART RECIEVED NAME AND DATE 

-CANCEL THE RMA 


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