Long McArthur Tim Bartz explained Allocation System Revision

[Maverstang]

Even if folks have backed out of Granger orders, I haven't seen a Maverick come up for sale on their website ever lol. So even if that were the case, Granger would certainly take a hit on COVP percentage (because vehicle sold to someone else), but they must still be selling them very quickly, so quickly they don't even hit online inventory. Which should bump velocity numbers.

Hard to say though, I have a feeling there's more going on than anyone can say yet. I wouldn't be surprised if Ford didn't hold up their end with Granger, as Granger was awarded over 100 allocations for this month and it doesn't sound like that many are actually getting scheduled. Which could mean quite a few more orders will be rolling over than originally expected. And if Granger isn't getting as many scheduled, their long and short term numbers will likely be much lower than Long McArthur which is in the same region. Probably why Tim doesn't seem concerned, yet Granger seems rather hesitant.

Granger had stated they expect around 80 orders to roll over to 2023.

Many of those could be commodity constrained (eg lux), in which case 2022 allocations would not help.

But those 80 rollovers will consume 2023 allocations. Remember the rollover program means nothing to the factory. It’s just a sales private offer plan for those customers. The 2023 rollover order is actually just a new order in the system along with all the rest.

The only difference is that dealers should enter the rollover orders first, and that is exactly what Granger is doing.

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[DavesMav]

Granger had stated they expect around 80 orders to roll over to 2023.

Many of those could be commodity constrained (eg lux), in which case 2022 allocations would not help.

But those 80 rollovers will consume 2023 allocations. Remember the rollover program means nothing to the factory. It’s just a sales private offer plan for those customers. The 2023 rollover order is actually just a new order in the system along with all the rest.

The only difference is that dealers should enter the rollover orders first, and that is exactly what Granger is doing.

Yep, I had already mentioned the above in a different post; I'm tracking. I still don't think it's wise of Granger to wait until next year to start taking new orders. The 2023 order banks could very well be closed down by the start of next year, thus hurting Granger even more I would think. I understand their desire to serve current customers first, but as you said, the rolled over orders make no difference for the factory. All Granger can do is not take new orders, but that doesn't mean Ford will select their older orders ahead of new ones from elsewhere as the factory won't see a rolled over order as any different from a new 2023 order. Once all is converted, they'll appear the same to scheduling.. My understanding is Long McArthur has similar numbers that will carryover to 2023, yet they plan to start taking new orders right away.

 

[Maverickblues]

Yep, I had already mentioned the above in a different post; I'm tracking. I still don't think it's wise of Granger to wait until next year to start taking new orders. The 2023 order banks could very well be closed down by the start of next year, thus hurting Granger even more I would think. I understand their desire to serve current customers first, but as you said, the rolled over orders make no difference for the factory. All Granger can do is not take new orders, but that doesn't mean Ford will select their older orders ahead of new ones from elsewhere as the factory won't see a rolled over order as any different from a new 2023 order. Once all is converted, they'll appear the same to scheduling.. My understanding is Long McArthur has similar numbers that will carryover to 2023, yet they plan to start taking new orders right away.

Okay, I'm a little lost in all this. Ford is to give a private offer to those who get rolled to a 23. This is tied to the order number of your 22 when it was placed originally. Tim has previously stated that these orders would be placed and prioritized over first time 23 orders if you don't have constrained items. Is this wrong????

 

[Onceforall]

All Granger can do is not take new orders, but that doesn't mean Ford will select their older orders ahead of new ones from elsewhere as the factory won't see a rolled over order as any different from a new 2023 order. Once all is converted, they'll appear the same to scheduling.

Per Tim, the 2022 rollovers will definitely get priority over new 2023 orders.

 

[Old Hickory Trojan]

Per Tim, the 2022 rollovers will definitely get priority over new 2023 orders.

But will they prioritize the based upon the new allocation system or something else?

 

[Onceforall]

even if the new allocation system is applied to current rollovers (I doubt it, as that would throw a monkey wrench on the "priority"), there aren't that many trucks left to be built. No one except Ford knows that number.

 

[Espeer]

Admin keeps deleting my posts and not allowing me to share my opinion on the situation, thanks bunches Admin. We all know Ford is lying to customers, Ford must be being paying you to hush the critical comments.

I can't believe the Administrator's think calling out Ford's lies is "trolling." What a joke this place as become.

I've also had a post or two deleted for trolling. I was basically trolling...

 

[Maverstang]

Per Tim, the 2022 rollovers will definitely get priority over new 2023 orders.

The region might give them a higher priority code, but the factory scheduling system just sees all the open orders through the same lens. The factory will schedule orders based on what’s best for them, not you!

That being said, probability is most of the carry over orders will be built very early in the 2023 run, but no guarantees rollovers will be built first.

 

[scottp01]

Okay, I'm a little lost in all this. Ford is to give a private offer to those who get rolled to a 23. This is tied to the order number of your 22 when it was placed originally. Tim has previously stated that these orders would be placed and prioritized over first time 23 orders if you don't have constrained items. Is this wrong????

And Ford said that they're building FIFO and ignoring allocations.

BTW, I have oceanfront property to sell you in Arizona.

 

[Maverickman74]

Yep, I had already mentioned the above in a different post; I'm tracking. I still don't think it's wise of Granger to wait until next year to start taking new orders. The 2023 order banks could very well be closed down by the start of next year, thus hurting Granger even more I would think. I understand their desire to serve current customers first, but as you said, the rolled over orders make no difference for the factory. All Granger can do is not take new orders, but that doesn't mean Ford will select their older orders ahead of new ones from elsewhere as the factory won't see a rolled over order as any different from a new 2023 order. Once all is converted, they'll appear the same to scheduling.. My understanding is Long McArthur has similar numbers that will carryover to 2023, yet they plan to start taking new orders right away.

I got the feeling Granger wasnt giving a hard date on taking 2023 orders but instead commited to not taking any new orders till all 2022 rollovers were scheduled.

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