e-automate Inventory Essentials

ILC From A to Z

Upcoming Online Workshop Dates:
Workshops are held from 11 a.m. to 2 p.m. Central each day via Microsoft Teams
(Note: Space is limited to 20 for this online workshop. Registrants confirmed on a first-come, first-served basis.)

July 14-16

Member Tuition: $750 per dealership (Includes five attendees per dealership.)*

Non-member Tuition: $1,250 per dealership (Includes five attendees and a one-year BTA dealer membership. If you are not a current BTA member, visit www.bta.org/JoinBTA.)

*BTA members may apply their $150 or $250 educational discount received with their membership toward this workshop. Redeem your discount when registering by entering promo code: $150Discount or $250Discount.

In doing the follow-up sessions from the FIX 3.0 workshop, instructor Jack Duncan of Jack Duncan Consulting has found that one of the best tools in e-automate, the Inventory Logistics Console (ILC), may well be one of the least understood and most underutilized items in the platform. Thousands of dollars — as well as obsolete items — are tied up in excess inventory, which will ultimately be written off with the cost going straight to the bottom line.

Click to learn more about the workshop.

Critical to the success in using ILC is the proper setup of item records, as well as e-agent tasks to monitor and update minimum/maximum levels as usage changes. This workshop has been specifically designed to address these and other issues and, similar to the FIX workshops, includes a follow-up session with each dealership.

This workshop will begin by going in-depth with the Item Record and discuss vendors, warehouses, restocking levels, etc. You will then learn how to use the Inventory Item Utility Spreadsheet to prepare your database for the e-agent tasks used to set minimum/maximum levels. Finally, you will learn how to use the Inventory Logistics Console (ILC) to streamline reordering and restocking, as well as how to limit obsolete inventory.

Schedule

Tuesday - Thursday, 11 a.m. to 2 p.m. Central, held via Microsoft Teams

Course Instructor

Jack Duncan's career in the office technology industry spans more than 50 years, beginning in 1972 after his return from the Vietnam War. Beginning as a service technician in Kansas City, Missouri, he rose to service manager and then spent time as a senior regional technical manager for Ricoh. From there, Duncan spent 15 years at a large dealership in Arkansas, where he was responsible for all service, supply and inventory operations, and moved from director of service to vice president of service. During that time, Duncan also became active in the OMD User Group, where he began teaching classes as well as serving on its board of directors.

After the Arkansas dealership was purchased, Duncan moved to the Dallas, Texas, area, where he implemented the OMD software system, as well as served as a service manager and vice president of service.

Thanks to Duncan's love for teaching, in 2004 he started JDC – Jack Duncan Consulting, which is still in operation today. He developed and taught classes beginning with Service Managers University, as well as classes on optimizing inventory and more. During this time, Duncan also worked with NEXERA (BEI) and Digital Gateway on many projects. He estimates that he has taught approximately 350 to 400 students during his career, and still actively works with two dealerships.

Click here to register for the July 14-16 workshop.

Testimonials

"I want to thank you [Jack] again for the time taken to assist Indiana Business Solutions with the ILC tool in e-automate. Understanding how to utilize the spreadsheet tools and E-agent functions will be a game changer for us. I found your course presented in association with BTA very informative and the personal follow-up attention invaluable!"
— Jose Gomez, Indiana Business Solutions, Indianapolis, Indiana

"The e-automate Inventory Essentials class was super informative. As junior users, we learned many things from the class that I didn't even know to ask. You don't know what you don't know. The open dialogue offered by Jack helps people get talking about their best practices as well. It's not just a PowerPoint presentation with no substance; it is real-world working knowledge of a complicated software."
— Richard Hosmer, CopyFax2000, Tallahassee, Florida

e-automate Inventory Essentials

ILC From A to Z

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