Inventory Sales

Brindlee sells two types of trucks: Inventory Trucks and Brokered Trucks. 

Inventory truck sales refer to sales made by Brindlee of a fire truck which Is currently owned, or Is contracted to purchase, by Brindlee.

Inventory trucks are tracked In the Product object In Salesforce. Products are automatically created when an Opportunity record, with the record type of Purchasing - Buy Is marked Closed - Won. 

To determine If a product Is an Inventory or broker sale, refer to the field on the product named Type of Sale. There are only 2 choices.

For an Inventory Sale, there are several types with different characteristics; these types can be seen In the field on a Sales Opportunity named Shop Type. There are 5 types we will discuss below:

BMFA: This Is a truck that Is sold, Including the Items to be performed at Brindlee's Alabama campus which are noted In the Product field named Included with Retail Price. 

You can read through a transcript of Jeremy's presentation here - Best Practices for the Earlybird Sale

Wholesale: This type sale Indicates that a vehicle, already located at Brindlee, FTU, Co2, or another staged facility Is sold with limited additional work, (generally less than 25 shop hours), to another dealer, or to a Fire Department who understands the current condition of the vehicle, and Is happy to use It as Is, or has plans to coordinate their own work on the vehicle.

Other Shop: This type sale Indicates that the salesperson Is utilizing another facility to fulfill terms of work to be performed on a truck prior to acceptance by a customer. So, we still own the work process, but It Is being performed at a provider not within our ownership.

FTU: This process matches the BMFA Process, but just means the work will occur at FTU.