Skip to content

Comprehensive inventory management system for electric vehicle dealerships tracking stock allocation, aging, damage, and charger compatibility

Notifications You must be signed in to change notification settings

heysubu/ather-stock-allocation-report

Folders and files

NameName
Last commit message
Last commit date

Latest commit

Β 

History

4 Commits
Β 
Β 
Β 
Β 

Repository files navigation

⚑ Ather Stock Allocation & Inventory Management System

An advanced Excel-based inventory management system designed for electric vehicle (Ather) dealerships to track vehicle stock allocation, availability, damage tracking, aging analysis, pre-bookings, and charger compatibility. This system provides complete transparency for sales teams to manage inventory efficiently and ensure accurate vehicle-charger pairing.

πŸ“‹ Overview

This system solves critical inventory management challenges for EV dealerships: How to track available stock, allocations, damage inventory, aging periods, pre-bookings, and ensure proper charger allocation for each vehicle model.

The system helps dealerships and sales teams by:

  • Real-Time Stock Visibility: View free stock by color and model (450 X)
  • Allocation Tracking: Monitor which vehicles are allocated, held, or available
  • Damage Stock Management: Transparent tracking of damaged inventory
  • Aging Analysis: Track how long vehicles remain in inventory
  • Pre-Booking Management: Link salespeople to customer pre-bookings
  • Charger Compatibility: Ensure correct charger allocation per vehicle model
  • Location Tracking: Know where each vehicle is located in the dealership

πŸ“Έ View & Play with the File

Access Ather Stock Allocation System

Click the link above to access and explore the live inventory system

πŸ“Š System Screenshots

Allocation Report Dashboard

image

View free stock by color and model, allocation status, and pending allocations at a glance

Allocations Data - Detailed Vehicle Tracking

image

Detailed vehicle-level tracking including PO numbers, chassis numbers, charger allocation, and aging analysis

Charger Allocation Matrix

image

Charger allocation details with customer information and dealership assignments

✨ Features

1. Stock Allocation Report (Main Dashboard)

  • Free Stock Summary: Total available vehicles by color and model
  • Allocation Status: Track allocated, held, and available inventory
  • Color-wise Breakdown: Visual representation of stock by color (450 X models)
  • Hold Reasons: Transparent tracking of why vehicles are on hold
  • Damage Stock Visibility: Separate tracking of damaged inventory

2. Allocation Data (Detailed Tracking)

Complete vehicle lifecycle tracking:

  • PO/Invoice Details: Source invoice number for each vehicle
  • Vehicle Information: Model number, AC number, specifications
  • Charger Assignment: Charger number allocated to each vehicle
  • Location Tracking: Physical location within dealership
  • Allocation Date: When vehicle was allocated to customer
  • Salesperson Assignment: Who is responsible for the sale

3. Aging Analysis

Track inventory holding periods:

  • Order Date: When vehicle was ordered from manufacturer
  • Arrival Date: When vehicle reached showroom
  • Days Pending: How many days vehicle has been in inventory
  • Aging Period: Time since arrival without allocation
  • Follow-up Alerts: Identify long-pending stock requiring action

4. Pre-Booking Management

  • Customer Details: Name and contact information
  • Salesperson Assignment: Who booked the customer
  • Preferred Model/Color: Customer preferences recorded
  • Booking Status: Track from booking to allocation
  • Easy Lookup: Quickly find if allocation has been completed

5. Charger Allocation System

Critical for EV dealerships:

  • Model-Specific Chargers: Different chargers for different Ather models
  • Charger Compatibility Tracking: Ensure correct charger-vehicle pairing
  • Charger Number Mapping: Link specific charger to vehicle AC number
  • Allocation Verification: Prevent delivery without proper charger
  • Charger Availability: Track charger inventory separately

6. Multi-View Analysis

  • Project-wise View: Stock allocation by project/location
  • PSI Analysis: Performance Service Index tracking
  • Month-wise Tracking: Temporal analysis of allocations
  • Consolidated Reports: All data merged for complete visibility

🎯 Business Problems Solved

The Challenge:

  • Sales teams couldn't easily identify available stock by color and model
  • No visibility into why vehicles were on hold
  • Damage stock was not tracked transparently
  • Long-pending inventory wasn't identified for follow-up
  • Risk of delivering vehicles with wrong chargers (incompatible models)
  • Pre-bookings were difficult to match with arriving stock
  • No clear view of vehicle location within dealership
  • Aging analysis required manual calculation

The Solution:

βœ… Instant Stock Visibility - Color and model-wise free stock at a glance
βœ… Transparent Hold Tracking - Clear reasons for held inventory
βœ… Damage Stock Management - Separate tracking with full transparency
βœ… Automated Aging Analysis - Days pending calculated automatically
βœ… Charger Compatibility System - Prevents wrong charger allocation
βœ… Pre-Booking Integration - Easy matching of bookings to stock
βœ… Location Tracking - Know where each vehicle is physically located
βœ… Comprehensive Reporting - All data consolidated in one system

πŸ“Š Technical Implementation

Technology Stack:

  • Microsoft Excel / Google Sheets (Advanced formulas)
  • SUMIFS for color and model-wise stock counting
  • VLOOKUP/XLOOKUP for charger-vehicle matching
  • DATEDIF for aging period calculation
  • Conditional formatting for visual stock status
  • Data validation for consistent data entry
  • PIVOT TABLES for multi-dimensional analysis
  • Complex IF statements for allocation status logic

Data Structure:

  • Allocation Report Sheet: Summary dashboard with stock totals
  • Allocation Data Sheet: Detailed vehicle-level information
  • Pre-Booking Sheet: Customer booking records
  • Charger Allocation Sheet: Charger compatibility matrix
  • Aging Analysis Sheet: Time-based inventory tracking
  • Damage Stock Sheet: Separate damaged inventory tracking

Key Calculations:

Free Stock = Total Stock - (Allocated + Held + Damaged)
Aging Days = TODAY() - Arrival Date
Charger Match = VLOOKUP(Model, Charger_Table, Charger_Column)
Hold Status = IF(Hold_Reason<>"", "On Hold", "Available")

πŸš€ Getting Started

Prerequisites

  • Microsoft Excel 2016 or later (recommended: Microsoft 365)
  • Understanding of electric vehicle models (Ather 450 X variants)
  • Dealership PO/Invoice numbering system knowledge

Download & Setup

  1. Access the system
  2. Open in Microsoft Excel or Google Sheets
  3. For Excel: File β†’ Create a Copy β†’ Download
  4. Review all sheets to understand data flow

How to Use

Step 1: Record New Stock Arrival

  • Navigate to "Allocation Data" sheet
  • Enter PO/Invoice number from supplier
  • Record vehicle details (AC number, model, color)
  • Note arrival date at showroom
  • Select physical location in dealership

Step 2: Allocate Charger

  • Check "Charger Allocation" sheet for model compatibility
  • Assign appropriate charger number to vehicle
  • System validates charger-model compatibility
  • Record charger number in allocation data

Step 3: Manage Pre-Bookings

  • Enter customer pre-booking details
  • Assign salesperson responsible
  • Note preferred model and color
  • When stock arrives, match to pre-booking

Step 4: Allocate Vehicle to Customer

  • Update allocation status in "Allocation Data"
  • Link to pre-booking if applicable
  • Verify charger assignment
  • Mark allocation date

Step 5: Monitor Aging Stock

  • Review "Aging Analysis" regularly
  • Identify vehicles pending >30 days
  • Follow up on long-pending inventory
  • Take action on slow-moving models/colors

Step 6: Track Damage Stock

  • Record damaged vehicles separately
  • Note damage details and status
  • Update damage resolution progress
  • Keep damage stock transparent

Step 7: View Reports

  • Check "Allocation Report" for summary
  • Use filters for specific models/colors
  • Analyze month-wise and project-wise data
  • Generate reports for management

πŸ“‚ File Structure

Ather Stock Allocation System
β”œβ”€β”€ Allocation Report (Summary dashboard)
β”‚   β”œβ”€β”€ Free stock by color and model
β”‚   β”œβ”€β”€ Held stock with reasons
β”‚   └── Damage stock tracking
β”œβ”€β”€ Allocation Data (Detailed records)
β”‚   β”œβ”€β”€ PO/Invoice information
β”‚   β”œβ”€β”€ Vehicle details (AC#, Model, Color)
β”‚   β”œβ”€β”€ Charger allocation
β”‚   β”œβ”€β”€ Location tracking
β”‚   └── Salesperson assignment
β”œβ”€β”€ Pre-Booking (Customer bookings)
β”‚   β”œβ”€β”€ Customer information
β”‚   β”œβ”€β”€ Salesperson assignment
β”‚   └── Booking status
β”œβ”€β”€ Charger Allocation (Compatibility matrix)
β”‚   β”œβ”€β”€ Model-charger mapping
β”‚   └── Charger inventory
β”œβ”€β”€ Aging Analysis (Time tracking)
β”‚   β”œβ”€β”€ Order and arrival dates
β”‚   β”œβ”€β”€ Days pending calculation
β”‚   └── Follow-up alerts
└── Damage Stock (Damaged inventory)
    β”œβ”€β”€ Damage details
    └── Resolution status

πŸ“ˆ Key Reports & Analytics

Stock Summary Reports:

  • Total free stock by model and color
  • Allocated vs. available inventory
  • Held stock with reasons
  • Damage stock transparency
  • Location-wise stock distribution

Aging Analysis Reports:

  • Vehicles pending >7 days
  • Vehicles pending >30 days
  • Vehicles pending >60 days (critical)
  • Average aging period by model
  • Slow-moving color/model combinations

Allocation Reports:

  • Daily allocation count
  • Month-wise allocation trends
  • Salesperson-wise allocations
  • Project-wise allocation distribution
  • Pre-booking fulfillment rate

Charger Tracking:

  • Charger allocation accuracy rate
  • Pending charger assignments
  • Charger inventory status
  • Model-charger mismatch alerts

πŸ’‘ Key Benefits

βœ… Prevents Delivery Errors: Ensures correct charger-vehicle matching
βœ… Improves Cash Flow: Identifies slow-moving inventory quickly
βœ… Enhances Customer Service: Fast response on stock availability
βœ… Reduces Holding Costs: Aging analysis drives faster action
βœ… Complete Transparency: All stakeholders see same data
βœ… Eliminates Manual Work: Automated calculations save hours
βœ… Better Inventory Planning: Data-driven stock ordering decisions
βœ… Increases Sales Efficiency: Quick pre-booking to allocation matching

πŸ”§ Customization Options

This system can be adapted for:

  • Different electric vehicle brands (Ola, Bajaj, TVS)
  • Multiple dealership locations
  • Additional vehicle variants
  • Custom hold reasons and categories
  • Different charger types and specifications
  • Integration with DMS systems
  • Automated email alerts for aging stock
  • Mobile app for real-time updates

πŸ“ˆ Future Enhancements

  • Web-based dashboard (Python/Flask or React)
  • Automated email alerts for aging stock >30 days
  • Mobile app for sales team access
  • Integration with Ather's dealer management system
  • QR code scanning for vehicle tracking
  • Real-time stock updates across multiple locations
  • Customer portal for booking status checks
  • Automated charger compatibility validation
  • Power BI dashboard for executive reporting
  • Predictive analytics for stock demand forecasting

πŸ’Ό For Freelancers & Employers

Skills Demonstrated:

  • Advanced Excel formula development (SUMIFS, VLOOKUP, DATEDIF)
  • Inventory management system design
  • Data analysis and business intelligence
  • Complex data relationship mapping (charger-vehicle compatibility)
  • Aging analysis and time-based calculations
  • Multi-dimensional reporting (project, month, salesperson)
  • Process automation and optimization
  • Understanding of EV dealership operations
  • Problem-solving for operational challenges

Available for:

  • Custom inventory management systems
  • Dealership management solutions
  • Excel/Google Sheets automation
  • Data analysis and visualization
  • Dashboard development (Excel, Power BI, Tableau)
  • Process optimization consulting
  • System integration projects
  • Mobile app development for inventory tracking
  • Training and documentation

πŸŽ“ Project Highlights

This project demonstrates:

  • Industry-Specific Knowledge: Understanding of EV dealership operations
  • Critical Thinking: Identified charger compatibility as key risk
  • Attention to Detail: Multiple tracking dimensions (aging, location, damage)
  • Business Impact: Prevents costly delivery errors and reduces holding costs
  • User-Centric Design: Built for non-technical sales teams
  • Scalable Solution: Can expand to multiple locations and vehicle brands

πŸ“ž Contact

For freelance inquiries, customization requests, or questions:

πŸ“„ License

This project is available under the MIT License - feel free to use and modify for your needs.


🌟 Project Stats

Excel Inventory Management EV Dealership Automation Status


⚑ Built for Electric Vehicle Dealerships - Ensuring Perfect Vehicle-Charger Match Every Time

⭐ If you find this useful, please star this repository!

πŸ’¬ Have questions? Open an issue, and I'll respond promptly.

πŸ’Ό Available for inventory management and dealership automation projects!