MOTOR DEALER
- Stocking of vehicles either through an ordering system or via a direct buyout
- Linking of trade-in vehicles to vehicles sold
- Loading of consignment stock and with a right click vehicle can be added to stock with correct costs
- Adding of costs to vehicles either through an ordering system or via a direct buyout
- Loading of bulk costs to vehicles
- On vehicle stock control screen, can filter for onhand, onhold, scrapped, sold, stolen, consignment, demo, trade-in or view all
- From the vehicle stock control by a mere right click, can edit/view vehicle details, view all costs, view invoice history, view/print the profit,
- From the view transaction screen, sundry extras can be added, over allowances and rebates processed, by right clicking can process a proforma/tax invoice
- Once vehicle is selected to be invoiced, can view all amounts that make up the deposit amount, if not correct can abort processing the tax invoice
- On a sold vehicle, a second gross invoice can be processed
- After 60 days of a vehicle being sold, vehicle automatically moves into archive but additional costs and second gross invoices can still be processed on the vehicle
- Floor planning of used vehicles
- From the dashboard, can view a list of floorplan vehicles, settlements outstanding, depreciation and vehicles written off
- By clicking on the header in a grid, the order of the column can be changed either from ascending to descending or vice versa
- The power to display only the columns necessary
- Can export to excel from any screen that has a grid
WORKSHOP
- When creating jobcards, by populating the reg/vin number the vehicle details including the last mileage recorded is automatically populated provided vehicle is in service history
- Costing of parts, labour, consumables, others and sublets directly onto jobcard
- Adding a part onto a jobcard from stock can either be costed directly on to the jobcard or follow an internal ordering process. If following the internal process, jobcard can only be invoiced once parts have been picked and supplied from the parts department
- Multiple Invoices can be done on a single jobcard i.e. customer invoice, warranty invoice, insurance company invoice, etc
- If a client account is blocked, system will not allow user to invoice jobcard
- Checklists can be added to jobcards
- Upload images and PDF documents
- Work in progress reports
- Workshop Sales reports
- Technician/sales codes and reporting
- Quotes
- Service & repair history
- Flat rate times
- Owners info
- Service schedules
PARTS
- Stocking of parts either via an ordering system or a direct buyout
- When processing a direct buyout and you have not received all parts on order, part can be moved into buyout back order
- Setting up minimum and maximum levels of stock
- Quick stock level adjustments
- Adding of document and images to all parts
- Setting up of discount matrix
- Point of sale incorporating a picking slip and dispatching then converting to an invoice
- A speedy point of sale which bypasses the picking slip and dispatching process, straight to an invoice screen
- If a client account is blocked, system will not allow user to invoice jobcard
- When invoicing and no stock of an item, part will be moved into sales back order screen
- Quotes
- Sales reports
- Purchases reports
- Invoice history
- Setting up of different pricing structures i.e. Retail, Internal, Cash, and Trade etc.
- Setting up minimum and maximum mark ups and gross profit
- Maximum discounts on stock
- Easily identify parts that are on order or back order
ACCOUNTS
Clients
- Can create groups to print or email statements
- Set discount matrix
- Link clients to a master account
- Clients can be linked to be ONLY used in modules relevant to them
- Clients are automatically put on hold if they are over credit limit or exceed their terms. Users with the security key enabled to unlock the account can right click on the account and toggle unhold the account
- Scanning of images per client account i.e. vat registration, company documents, etc.
- Once a transaction is reconciled, automatically archives, can be viewed by unticking hide completed trans from the view transaction screen
- Allocation of unallocated credits to debits
- Reprinting of invoices or credit notes
- When processing transactions at the bottom of the processing screens, the account debit, account credit and vat control account will always be populated. If these accounts are incorrect, transaction can be rectified before being captured
- Viewing of vehicle profit – profit made in period vehicle was sold
- Viewing of vehicle profit – profit made irrespective of period vehicle was sold
- Debtors age analysis
- Details for age analysis
- Invoice profit report per department or all departments
- Vehicle summary profit report
- Vehicle second gross sales and costs
- View all client transaction history
- By clicking on the header in a grid, the order of the column can be changed either from ascending to descending or vice versa
- The power to display only the columns necessary
- Can export to excel from any screen that has a grid
Suppliers
- Suppliers can be linked to be ONLY used in modules relevant to them
- Scanning of images per supplier account i.e. credit application, banking details, etc.
- Once a transaction is reconciled, automatically archives, can be viewed by unticking hide completed trans from the view transaction screen
- Allocation of unallocated debits to credits
- Reprinting of goods received notes or supplier credit notes
- For recurring expenses, an expense code can be created with the various departmental splits with an amount and saved, if amount is different expense code can be edited. Create the expense codes using a percentage and automatically these accounts will be debited with the correct amounts when processing the transaction.
- Expense codes can also be created with a link direct to a general ledger account
- When processing transactions at the bottom of the processing screens, the account debit, account credit and vat control account will always be populated. If these accounts are incorrect, transaction can be rectified before being captured
- Creditors age analysis
- Details for age analysis
- View all supplier transaction history
- By clicking on the header in a grid, the order of the column can be changed either from ascending to descending or vice versa
- The power to display only the columns necessary
- Can export to excel from any screen that has a grid
Supplier orders
- For recurring expenses, an expense code can be created with the various departmental splits with an amount and saved, if amount is different expense code can be edited. Create the expense codes using a percentage and automatically these accounts will be debited with the correct amounts when processing the order.
- Expense codes can also be created with a link direct to a general ledger account
- Once the order is created, a different user can approve the order i.e. a manager/owner
- By clicking on the header in a grid, the order of the column can be changed either from ascending to descending or vice versa
- The power to display only the columns necessary
- Can export to excel from any screen that has a grid
Cashbook
- No limit to the number of bank accounts that can be created
- Capture a receipt to a client/s accounts without allocating to an invoice, in the instance if an invoice has not yet been generated i.e. a deposit
- Capture a receipt to a client/s account and allocate to an invoice/s
- Capture a receipt to a supplier
- Capture a receipt to a client account allocating to an invoice/s, posting dealer incentive commission, posting a settlement discount and to round off in a single posting
- Printing of receipts
- Capture a payment to a supplier account without allocating to an invoice, in the instance if an invoice has not yet been captured
- Capture a payment to a supplier account and allocate to an invoice/s
- Capture a payment to a client
- Capture transactions directly to a general ledger account
- Verify a bank account every time you capture transactions, once verified, verifications will be saved
- Recons can be done daily, weekly, monthly or at your convenience
- At recon, enter statement date, ending balance, begin recon and simply click on mark verified for recon. All verified transactions will be automatically ticked recon. If there are no variances, a recon can be captured
- Right click on bank account to view/print previous recons
- Transfer from one bank account to another
- By clicking on the header in a grid, the order of the column can be changed either from ascending to descending or vice versa
- The power to display only the columns necessary
- Can export to excel from any screen that has a grid