The Parts Managers Daily Checklist

The Parts Managers Daily Checklist

For maximum efficiency, a parts manager should follow a routine including daily, weekly, monthly, and even annual tasks. The following are suggested daily responsibilities:

1. Open the parts department. Establish a counterperson for service. Open shop counter in conjunction with service advisors. Turn on computer(s). Check security. Start perpetual inventory counts.

2. Check arriving personnel to open parts counters, set deliveries, check in stock and enter into inventory. File appropriate paperwork, including updating MSDS binder. Check with service department and body shop to give any updates on vehicles carried over which are waiting for parts.

3. Review invoices and counter tickets for coding, costing, discounts, purchases against the purchase order book or electronic account; turn in paperwork to the business office with appropriate account coding.

4. Post inventory adjustments, emergency sales, lost sales; run order updates; review any electronic messages.

5. Complete reports for shortages, overages, errors, and transportation claims; match invoices to packing slips.

6. Enter daily orders and spot check parts and invoices in delivery trucks.

7. Justify cash receipts against the drivers log.

8. Update bin locations, parts numbers and inventory counts. Correct any bin count irregularities and post the variances.

9. Review lost sales and emergency purchases.

10. Review special-order bins for aging and customer notification.

11. Check with service department and body shop to give any updates on vehicles carried over waiting for parts.

12. Review purchases from aftermarket vendors in purchase order book.

13. Check condition and maintenance of delivery vehicle.

14. Oversee the turning in of all money; secure the department or transfer management responsibility to the next shift.