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Autoline Hosting
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 & Remittances
Reports & 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 & 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 & 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 & Remittance runs
Statements
Debtor and Creditor control, transaction displays
Reports & Enquiry facilities
Module introduction
Creation and management of:
A Franchise
Model codes
Variants
Colours & trims
Factory & 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
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