e-automate Inventory Essentials

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. 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 classes, 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.