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- Customer account creation
- Batch input of invoices and credit notes
- Production of miscellaneous invoices and credit notes
- Take Deposits
- Sales Ledger cash posting
- Daily Banking
- Bank Reconciliation
- Invoice Register Functionality
- Cheques and Remittances
- Reports and Enquiry facilities
- Period End Options
- Set up Cost Centres and Expense Codes
- Nominal Journal Functionality
- Nominal Enquiries
- Significant Balance Sheet Accounts
- Nominal Reporting
- Daily/Weekly/Monthly Checklists
- End of Day Reports
- Going Live on Autoline
- Asset Register Module
- Accruals and Prepayments Module
- Management Accounts
- Cost Centre Splits
- Suffix Look Up Codes
- VAT Options Enquiries and Reporting
- Period End Routines
- Vehicle Stockbooks
- Sales Ledger
- Purchase Ledger
- VAT Period End
- Nominal Ledger Period End
- Nominal Ledger Year End
- Overview of Franchise Data module and highlight the key accounting aspects of this module.
- Create a New vehicle stock record and take it through its lifecycle to invoicing to a customer.
- Look at the accounts postings created at each step of the vehicle ordering and selling processes.
- Discuss the Master Posting Table and its role in the vehicle accounts postings.
- Discuss the Detailed Posting Tables and their role in the accounts postings.
- Process some actual costs onto the vehicle record.
- Discuss the standard Vehicle Stock Book reports.
- Discuss the Vehicle Stock Book reconciliation report.
- Nominal Ledger, transactions and enquiries
- Sales and Purchase Ledger account creation
- Batch input of invoices and generation of miscellaneous invoices
- Entering documents on the Purchase Ledger, inc Invoice Register
- Sales and Purchase Ledger Cash posting
- Bank Reconciliation
- Cheque and Remittance runs
- Statements
- Debtor and Creditor control, transaction displays
- Reports and Enquiry facilities
- Module introduction
- Creation and management of:
- A Franchise
- Model codes
- Variants
- Colours and trims
- Factory and Dealer Options
- Non recoverable Cost Options
- Warranty Schemes
- Building vehicle specifications together for use within Vehicle Administration
- Copying vehicle specifications to correspond with manufacturer pricing structure
- Pre live considerations
- Stock record introduction
- Creation, amendment and maintenance or records
- Stock profile
- Purchase order creation and submission
- Purchase order receipt and verification
- Interface with Manufacturer Systems
- Interface with Point of Sale
- Reports and Enquiries
- Pre live considerations
- Purchase order creation and submission
- Purchase order receipt and verification
- Interface with Manufacturer systems
- Interface with Point of Sale
- Reports and enquiries
- Stock checking procedures
- Reports and enquiries
- Interrogating the workshop diary
- Creating service bookings
- Producing Jobcards
- Producing Invoices and Credit notes.
- Cash handling and control
- Controlling courtesy cars
- Interface with CRM module
- Interface with vehicle administration
- Bodyshop routines
- Subcontract routines
- Front counter invoices and credit notes
- Workshop issues and reversals
- Cash handling and control
- Interface with Purchase Control
- Stock checking procedures
- Kits and Assemblies
- Multiple supersessions
- Imprest stock
- Housekeeping routines
- Reports and enquiries
- Parts pricing control
- Interface with Accounts system
- Interface with Marketing
- Point of Sale parameters and controls
- Reports and enquiries
- Creating service bookings
- Producing job cards
- Producing Invoices and Credit notes
- Cash handling and control
- Controlling courtesy cars
- Interface with marketing system
- Interface with Vehicle Administration
- Bodyshop routines
- Sub contract purchase routines
- Module introduction
- Labour pricing control
- Interface with Accounts system
- Point of Sale Parameters and Controls
- Subcontract verification
- Reports and enquiries
- Module introduction
- Creation and maintenance of resources, resource groups and calendars
- Explanation of system controls
- Explanation and operation of use within the Point of Sale module
- Technicians clocking on/clocking off routines
- Tracking of vehicles through workshop
- Automatic costing of repairs
- Use as a diary system
- Operation of time clocks
- Record maintenance selection, creation, amending and linking companies, targets, vehicles
- Creating, printing and follow up of contacts
- Satisfying and chaining of contacts
- Letters Standard and Bespoke
- Complaint procedures
- Target satisfaction index
- Standard reports
- Ad hoc enquiries
- Miscellaneous options
- Record deletion
- Managing your CRM Desktop facility
- Searching CRM records
- Creation of customer, company and vehicle records and understanding their relationships
- Recording of extra customer information
- Using audit control to manage amendments to CRM records
- Reviewing CRM customers within the CRM desktop
- Running database cleansing reports
- How to delete CRM records
- Assistance with minimum standards in CRM record creation
- Prepare for the Kerridge consultants visit (CRM Setup) if required
- Creation of contact type codes
- Composing the mailshot letter
- Advanced Ad hoc record selection
- Manipulation of customer records before sending
- Different methods of printing letters
- The creation of contact history from the mailshot
- Dealing with duplicate letters
- Sending labels
- E mail and SMS campaigns
- Exporting CRM records for use within Microsoft Products
- System maintenance altering sales executives, updating CRM record defaults, deleting letter batches and looking at file usage statistics
- Setting mandatory/advisable fields
- Setting up location security
- Miscellaneous options department codes and other vehicle links
- Explanation of system parameters
- Setting up user acccess control
- Setting up statistics views
- Setting up team managment
- Building spend analysis
- Setting mandatory/advisable fields
- Setting up location security
- Miscellaneous options department codes and other vehicle links
- Explanation of system parameters
- Setting up user acccess control
- Setting up statistics views
- Setting up team managment
- Building spend analysis
- Writing reports using a basic Wizard
- Writing basic reports without using the Wizard
- How to set different formats in the report
- Selecting CRM records for reporting
- Different report output methods including Printing and Exporting
- Label printing
- Creating contact history for selected CRM records
- Using specific CRM Derived Field calculations for more advanced reporting
- Setting up and using prompts within reports to give flexibility to the selection criteria
- Exporting data for use within Microsoft Products
- Module introduction
- Maintenance and creation of customer records
- Product enquiry recording customer's vehicle requirements
- Quotations on new and used vehicles
- Recording trade in details with valuations
- Creating Salesperson settings
- Building Sales team maintenance
- Documentation to aid installation on site
- Basic report construction
- Formatting of reports
- Selection criteria
- Production of printed or screen based reports
- Letter printing
- Calculation of derived fields
- Use of prompts
- Key Path structure and use
- Drill down reporting
- Basic report construction
- Formatting of reports
- Selection criteria
- Production of printed or screen based reports
- Compilation errors
- Calculation of derived fields
- Use of prompts
- Batch reporting and scheduling
- Accessing help files