Services that Supercharge your Business

Business Process Rules & Maps

Dealer Spectrum® consultants provide a detailed task register of action items required for dealers before they can align to best practice. These are proactively followed up by Dealer Spectrum® consultants to ensure the attached benefit to each item is achieved.

Flowcharts and Process Maps

We provide tailored WBP documentation of step-by-step processes with flowcharts to show best practice execution with the DMS and nominated franchises.

Key Processes

 

PARTSSERVICE
P50-Parts-Pricing

Main Processes
010 Parts Price Update
020 Manufacturer Parts Master File Maintenance
030 Pricing Control - Franchise Rules Maintenance
040 Special Pricing
050 Mass Price Adjustments
060 Generic Price Update
Sub Processes within above
05 Automated Control Parts Price Update
10 Manual Control Parts Price Update
15 Prices Update Report
20 Pricing Rules (No Manufacturer Update)
25 Profit Control
30 Default Workshop Prices
35 Parts Special Price Listing
Menu Parameters
W040-Service-Schedule-Maintenance

Main Processes
010 Create Service Schedules
020 Maintain Service Schedules
Sub Processes within above
05 Schedule Codes
10 Linking Schedules to Workshop Vehicles
Menu Parameters
P100-Parts-Sales-Order-&-Invoicing

Main Processes
010 Process Order for Existing Customer
020 Process Order for New Customer
030 Process an Existing Open Order
040 Response to System Messages & Prompts
Sub Processes within above
05 Search for Customer
10 Search for Account
15 Develop Order Requirements
a Load Multiple Parts
b EPC Interface
c Serial Number Tracking
d Adding Comments (to Line Items)
e Webtrader
20 Machine ID Recording
25 Lost Sales
30 Order Types
35 Deposits & Pre-payments
40 Interface
45 Counter Receipts
50 Credit Applications
55 Cash Sales
60 Contact Code Maintenance
65 Address Credit Issues
70 Add Parts to Dealer Parts Master
75 Out of Stock Resolution
80 Special Price
85 Sell Price Below Minimum
Menu Parameters
W050-Job-Code-Set-Up-&-Maintenance

Main Processes
010 MST Import
020 SuperService Job Code Import
030 Create New Job Code (Manual)
040 Maintain Job Code
050 Copy Job Code
060 Job Code Review
Sub Processes within above
05 Standard Pricing (Labour, Parts, Sublet etc)
10 Service Types
15 Skill Levels
20 Estimated Hours/Labour/Sublet
25 Parts Lits
30 Parts Transalet Maintenance
35 Update Pricing
40 Update Parts Kit
45 Vehicle Accessories
Menu Parameters
P110-Credit-Note-Entry

Main Processes
010 Credit Request with Invoice
020 Credit Request without Invoice
030 Credit Request for Cash Sale
040 Credit Request - Parts Component of Repair Order
Sub Processes within above
05 Business Rules and Policy Compliance
10 Search for Invoice
15 Serial Number Tracking
20 Line Items Comments
25 Transaction Preview
30 Counter Receipt Entry
Menu Parameters
W055-Service-Recommendation

Main Processes
010 Maintain Recommendation Job Codes
020 Add Recommendation Job Codes to Repair Orders
030 Generate Service Recommendation Reports
Sub Processes within above
05 Enable Service Recommendation Option
Menu Parameters
P120-Inter-Branch-Transfer

Main Processes
010 Create Inter Branch Transfer from Out of Stock Resolution
020 Create Inter Branch Transfer (not related to Sales)
030 Maintain Inter Branch Transfer
040 Ship Inter Branch Transfer
050 Receive Inter Branch Transfer
Menu Parameters
W060-Tech/Workshop-Set-Up-&-Maint

Main Processes
010 Workshop Technician Set Up
020 Technician Maintenance
030 Public Holiday Adjustments
040 Technician Attendance Adjustment
050 Technician Rate Update
Sub Processes within above
05 Operating Hours / Start & Finish Times
10 Workshop Schedules
15 Teams
20 Work Categories
25 Rate Profiles
30 Technician ID's
35 Skill Levels
Menu Parameters
P130-Service-Parts-Issue-Entry

Main Processes
010 Issue Parts Requirements - pre-pick
020 Issue Parts Requirements - on demand
030 Quotations
Sub Processes within above
05 Review pre-booked Repair Orders for Parts Availability
10 Recalculate Out of Stock Resolution
15 Using Current Out of Stock Resolution
20 Interface
25 Develop Parts Requirements
a Load Multiple Parts
b EPC Interface
c Serial Number Tracking
d Adding Comments (to Line Items)
e Adding parts from Parts Kit / Sales Order
30 Adding Parts to Repair Order
35 Total Value Change
40 Sell Below Minimum
45 Add Parts to Dealer Parts Master
Menu Parameters
W070-Workshop/Service-Vehicle-Maint

Main Processes
010 New / Used Vehicle Sold from Stock Transferred to W/shop
020 New Vehicle to Dealership presented for Service / Repair
030 Vehicle Record Maintenance
040 Data Review & Cleanse
Sub Processes within above
05 Data Integrity
10 Contact Code Maintenance
15 Red Book / Glass's Guide
20 Scheduled Service
25 Outstanding Repair Order
30 Invoiced Repair Order
35 Notes / Images
40 Merge to Registration
45 Reminders
Menu Parameters
P140-Internal-Parts-Sales-to-Vehicles

Main Processes
010 Internal Parts Sales - Stock Number
020 Internal Parts Sales - Existing Order
030 Internal Parts Sales - Credit
040 Internal Parts Sales - Sundry
Sub Processes within above
05 Sundry Codes / Authority Groups
10 Develop Order Requirements
a Search for Parts
b Load Multiple Parts
c EPC Interface
d Serial # Tracking
e Adding Line Item Comments
f WebTrader
15 Lost Sales
20 Order Types
25 Interface
30 Out of Stock Resolution
35 Stock Cost Distribution
40 Assignment Stock Unit Value
Menu Parameters
W080-Loan-Car-Set-Up

Main Processes
010 Loan Car Set Up (from Stock)
020 Loan Car Set Up (Non Stock)
Sub Processes within above
05 Loan Car Class
10 Non Stock Loan 'units'
Menu Parameters
P200-Suggested-Re-ordering

Main Processes
010 Suggested Re-order - Stock Type
020 Suggested Re-order - Demand Type
030 Suggested Re-order - Consolidate Type
040 Suggested Re-order - Multi Branch Process
Sub Processes within above
05 Suggested Re-Order Maintenance
10 Suggested Re-Order Import/Export
15 Special Terms/Promotional Programs
20 Seasonality
25 Corporate Parts
30 Special Terms Orders
Menu Parameters
W085-Loan-Car-Booking,Alloc-Maint

Main Processes
010 Allocate pre-booked Loan Car (Repair Order)
020 Allocate Loan Car ad hoc
030 Manage Loan Car Return
040 Maintain Loan Car Records
050 Enquire / Retrieve Loan Car History
Sub Processes within above
05 Loan Car Agreement
10 Repair Order Entry Loan Car booking
15 Delete Loan Car booking
20 Delete Loan Car record
Menu Parameters
P210-Generate-Purchase-Orders

Main Processes
010 Generate Stock / Emergency PO's
020 Generate Daily PO's
030 Generate Stock / Emergency PO's (DTF)
040 Generate Daily, Stock & Emergency PO's (Other Suppliers)
Menu Parameters
W090-Workshop-Diary-Maintenance

Main Processes
010 Build Diary
020 View Diary
030 Rebuild Diary
040 Other Program Functions
Sub Processes within above
05 Workshop % Loading graph
10 Workshop Diary Analysis graph
Menu Parameters
P220-Purchase-Order-Creation

Main Processes
010 Create PO for Suggested Re-order
020 Create PO Independently (of other processes)
030 Maintain PO
Sub Processes within above
05 Add Parts to Dealer Parts Master file
Menu Parameters
W100-Repair-Order-Entry

Main Processes
010 Service Booking - Existing Customer / Vehicle
020 Service Booking - New Customer / Vehicle
030 Service Quotation
Sub Processes within above
05 Credit Issues
10 Open Repair Order
15 Schedule Service
20 Recall Campaign
25 Job Codes
30 Job Types
35 Work Categories
40 Concise History
45 Loan Car Bookings
50 Workshop Vehicle Maintenance
55 Equipment List
60 Copy Job Codes rom other Repair Order
65 Parts Branch
70 Schedule Labour
Menu Parameters
P230-Stock-Item-&-Order-Receipt

Main Processes
010 Goods Receipt with PO (line by line input)
020 Goods Receipt without PO
030 Goods Receipt - Receive All
Sub Processes within above
05 Creditor Update Option
10 Automatic Issue
15 Purchase Receipts Report
20 Physical Goods Receipt
25 Cross Docking (? Terminology)
30 Receiving Multiple Purchase Orders
35 Part Price Maintenance
40 Quantity Received < Quantity Ordered
45 Back Orders
50 Add Parts to Dealer Parts Master file
Menu Parameters
W110-Serv-Resource-Book-Labour-Sched

Main Processes
010 Service Resource Booking Configuration
020 Service Resource Booking & Control
030 Schedule Labour
Sub Processes within above
05 Navigating Service Resource Booking window
10 Customise Service Progress Status
15 Automated Progress Status Settings
20 Manual Progress Status Settings
25 Refresh Interval
30 Display Filtering
35 Skillsets Review
40 Allocating Times
45 Changing Allocated Times
50 Workshop Loading Graph
Menu Parameters
P240-Purchase-Order-Returns

Main Processes
010 Purchases Return Entry
020 Cancel Purchases Return
Sub Processes within above
05 Internal Approval to Return
10 Stock Record adjustments
15 Partial Cancellation action
Menu Parameters
W130-RO-Maintenance-&-Invoicing

Main Processes
010 Pre-Booked Repair Order complete & ready for workshop
020 Pre-booked Repair Order requires additional work
030 Sublet Processing - attached to existing Repair Order Job Code
040 Sublet Processing - assigned to New Job Code
050 Repair Order Completed - to be Invoiced
060 Convert Service Quotation to Repair Order
Sub Processes within above
05 Estimates vs Actual vs Invoice
10 Cost Repair Order
15 Advise Customer
20 Labour Adjustment
25 Concise History
30 Workshop Controlled Parts Issue
35 Adding New Job Codes
40 Maintaining Repair Order Job Codes
45 Transfer Job Codes
50 Deleting Job Codes
55 Deleting Repair Order
60 Process Sublet Invoice
65 Adjust Sublet PO Value
70 Copy Technician Comments
75 Preview Transaction
80 Scheduled Service
85 Condition Report
90 Concise History
95 Invoice Splitting
100 Serial Number Tracking
105 Line Item Comments (Parts)
110 Credit Issues
115 Reminders
120 Loan Car Cost
125 Counter Receipt Entry
Menu Parameters
P250-Parts-Invent-Mgmnt-(Reports)

Main Processes
010 ABC Ranking Report
020 In Stock Recommendation Report
030 Fill Rate and Ran Out Report
040 Stock Status Management Report
050 Stock Status Management Report - As At
060 Parts Status Reclassification
070 Stock Excess and Shortage Report
080 Aged Stock Valuation Report
090 Dead & Risk Stock Assessment Report
100 Parts Lost Sales Report
110 Stock Valuation by Branch
Menu Parameters
W170-Technician-Time-Recording

Main Processes
010 Technician Attendance Log
020 Workshop Technician Time Recording
030 Daily Timesheet Input
Sub Processes within above
05 Minimum Requirements
10 Recording Delays
15 Log Out / Log Off RO / Transfer to RO
20 Monitoring the Time Recording Process
Menu Parameters
P300-Parts-Stocktake

Main Processes
010 Annual Wall to Wall with Count Sheets
020 Annual Wall to Wall with Bar Code data collection
030 Cyclical Inventory
Sub Processes within above
05 Preparing for Stocktake
10 Setting up Stocktake
15 Creating New Stocktake
20 Create Blank Count Sheets
25 Printing Count Sheets
30 Stock Count
35 Entering Count Sheets (Results)
40 Review and complete Stocktake Update
45 Finalising the Stocktake
Menu Parameters
W180-Service-Invoice-Revers/Credit-Note

Main Processes
010 Service Invoice Reversal
020 Service Credit Request - no Parts
030 Service Credit Request - with Parts
Sub Processes within above
05 Credit Over-ride Authorisation
10 Parts Dep't Quotation / Sales Order Requirement
Menu Parameters
ADMINISTRATIONSHOWROOM
A100 Creditors - Purchase Order Entry
A110 Creditors - Creditor Invoice Entry
A120 Creditors - GL Cheque Entry
A130-Creditors-Payments

Creditor Invoice Reconciliation
Automatic Cheque Release
Creditor Cash Requirements Report
Release Adjustment
Direct Bank Transfer
Creditor Remittance Distribution

A200 Debtor - Sundry Invoicing
A210 Debtor - Receipt Entry
A220 Debtor - Journal Entry
A230-Debtor-Rental_Invoice

Rental Invoice Entry
Rental Invoice Update

A240 Debtor - Credit Override Administration
A250 Month End Process
A300 Cash Management - Bank Location Transfer
A310-Cash Management-Bank_Stmt_Processing

Bank Statement Processing
Dishonoured Deposit Entry
Cancelled Cheque Entry

A320 Cash Management - Bank Acc Reconciliation
A400-General_Ledger-Journal_Update

Rental Invoice Entry
Rental Invoice Update

A410-General Ledger-BAS

BAS Audit
Business Activity Statement

A420 General Ledger - Year End Reset
A500 Fixed Assets - Sales
A510 Fixed Assets - Purchases
A520 Fixed Assets - Tfr Stock Units & Fixed Assets
A530 Fixed Assets - Consolidate Assets
A540 Fixed Assets - Split Asset
A550 Fixed Assets- Revaluation
A560 Fixed Assets - Stocktake Entry
A570 Fixed Assets - Month End Process
V010 Model Maintenance
V020 Stock Unit Maintenance
V030 Accessory and Charge Maintenance
V040 Stock Unit Cost Adjustments
V050 Model & Accessory Code Conversion
V060 Salesperson Maintenance
V100 New Unit Receipt
V110 Used Unit Purchase
V120 Unit Sales Entry
V130 Stock Unit Swap
V140 Unit Sales Reversal
V150 Internal Purchase Order
V155 Vehicle Appraisal
V160 My Deal
V200 Reception Call Manager
V205 Salesperson TaskList
V210 Prospect Maintenance

Key Processes

 

PARTS
P50-Parts-Pricing

Main Processes
010 Parts Price Update
020 Manufacturer Parts Master File Maintenance
030 Pricing Control - Franchise Rules Maintenance
040 Special Pricing
050 Mass Price Adjustments
060 Generic Price Update
Sub Processes within above
05 Automated Control Parts Price Update
10 Manual Control Parts Price Update
15 Prices Update Report
20 Pricing Rules (No Manufacturer Update)
25 Profit Control
30 Default Workshop Prices
35 Parts Special Price Listing
Menu Parameters
P100-Parts-Sales-Order-&-Invoicing

Main Processes
010 Process Order for Existing Customer
020 Process Order for New Customer
030 Process an Existing Open Order
040 Response to System Messages & Prompts
Sub Processes within above
05 Search for Customer
10 Search for Account
15 Develop Order Requirements
a Load Multiple Parts
b EPC Interface
c Serial Number Tracking
d Adding Comments (to Line Items)
e Webtrader
20 Machine ID Recording
25 Lost Sales
30 Order Types
35 Deposits & Pre-payments
40 Interface
45 Counter Receipts
50 Credit Applications
55 Cash Sales
60 Contact Code Maintenance
65 Address Credit Issues
70 Add Parts to Dealer Parts Master
75 Out of Stock Resolution
80 Special Price
85 Sell Price Below Minimum
Menu Parameters
P110-Credit-Note-Entry

Main Processes
010 Credit Request with Invoice
020 Credit Request without Invoice
030 Credit Request for Cash Sale
040 Credit Request - Parts Component of Repair Order
Sub Processes within above
05 Business Rules and Policy Compliance
10 Search for Invoice
15 Serial Number Tracking
20 Line Items Comments
25 Transaction Preview
30 Counter Receipt Entry
Menu Parameters
P120-Inter-Branch-Transfer

Main Processes
010 Create Inter Branch Transfer from Out of Stock Resolution
020 Create Inter Branch Transfer (not related to Sales)
030 Maintain Inter Branch Transfer
040 Ship Inter Branch Transfer
050 Receive Inter Branch Transfer
Menu Parameters
P130-Service-Parts-Issue-Entry

Main Processes
010 Issue Parts Requirements - pre-pick
020 Issue Parts Requirements - on demand
030 Quotations
Sub Processes within above
05 Review pre-booked Repair Orders for Parts Availability
10 Recalculate Out of Stock Resolution
15 Using Current Out of Stock Resolution
20 Interface
25 Develop Parts Requirements
a Load Multiple Parts
b EPC Interface
c Serial Number Tracking
d Adding Comments (to Line Items)
e Adding parts from Parts Kit / Sales Order
30 Adding Parts to Repair Order
35 Total Value Change
40 Sell Below Minimum
45 Add Parts to Dealer Parts Master
Menu Parameters
P140-Internal-Parts-Sales-to-Vehicles

Main Processes
010 Internal Parts Sales - Stock Number
020 Internal Parts Sales - Existing Order
030 Internal Parts Sales - Credit
040 Internal Parts Sales - Sundry
Sub Processes within above
05 Sundry Codes / Authority Groups
10 Develop Order Requirements
a Search for Parts
b Load Multiple Parts
c EPC Interface
d Serial # Tracking
e Adding Line Item Comments
f WebTrader
15 Lost Sales
20 Order Types
25 Interface
30 Out of Stock Resolution
35 Stock Cost Distribution
40 Assignment Stock Unit Value
Menu Parameters
P200-Suggested-Re-ordering

Main Processes
010 Suggested Re-order - Stock Type
020 Suggested Re-order - Demand Type
030 Suggested Re-order - Consolidate Type
040 Suggested Re-order - Multi Branch Process
Sub Processes within above
05 Suggested Re-Order Maintenance
10 Suggested Re-Order Import/Export
15 Special Terms/Promotional Programs
20 Seasonality
25 Corporate Parts
30 Special Terms Orders
Menu Parameters
P210-Generate-Purchase-Orders

Main Processes
010 Generate Stock / Emergency PO's
020 Generate Daily PO's
030 Generate Stock / Emergency PO's (DTF)
040 Generate Daily, Stock & Emergency PO's (Other Suppliers)
Menu Parameters
P220-Purchase-Order-Creation

Main Processes
010 Create PO for Suggested Re-order
020 Create PO Independently (of other processes)
030 Maintain PO
Sub Processes within above
05 Add Parts to Dealer Parts Master file
Menu Parameters
P230-Stock-Item-&-Order-Receipt

Main Processes
010 Goods Receipt with PO (line by line input)
020 Goods Receipt without PO
030 Goods Receipt - Receive All
Sub Processes within above
05 Creditor Update Option
10 Automatic Issue
15 Purchase Receipts Report
20 Physical Goods Receipt
25 Cross Docking (? Terminology)
30 Receiving Multiple Purchase Orders
35 Part Price Maintenance
40 Quantity Received < Quantity Ordered
45 Back Orders
50 Add Parts to Dealer Parts Master file
Menu Parameters
P240-Purchase-Order-Returns

Main Processes
010 Purchases Return Entry
020 Cancel Purchases Return
Sub Processes within above
05 Internal Approval to Return
10 Stock Record adjustments
15 Partial Cancellation action
Menu Parameters
P250-Parts-Invent-Mgmnt-(Reports)

Main Processes
010 ABC Ranking Report
020 In Stock Recommendation Report
030 Fill Rate and Ran Out Report
040 Stock Status Management Report
050 Stock Status Management Report - As At
060 Parts Status Reclassification
070 Stock Excess and Shortage Report
080 Aged Stock Valuation Report
090 Dead & Risk Stock Assessment Report
100 Parts Lost Sales Report
110 Stock Valuation by Branch
Menu Parameters
P300-Parts-Stocktake

Main Processes
010 Annual Wall to Wall with Count Sheets
020 Annual Wall to Wall with Bar Code data collection
030 Cyclical Inventory
Sub Processes within above
05 Preparing for Stocktake
10 Setting up Stocktake
15 Creating New Stocktake
20 Create Blank Count Sheets
25 Printing Count Sheets
30 Stock Count
35 Entering Count Sheets (Results)
40 Review and complete Stocktake Update
45 Finalising the Stocktake
Menu Parameters
ADMINISTRATION
A100 Creditors - Purchase Order Entry
A110 Creditors - Creditor Invoice Entry
A120 Creditors - GL Cheque Entry
A130-Creditors-Payments

Creditor Invoice Reconciliation
Automatic Cheque Release
Creditor Cash Requirements Report
Release Adjustment
Direct Bank Transfer
Creditor Remittance Distribution

A200 Debtor - Sundry Invoicing
A210 Debtor - Receipt Entry
A220 Debtor - Journal Entry
A230-Debtor-Rental_Invoice

Rental Invoice Entry
Rental Invoice Update

A240 Debtor - Credit Override Administration
A250 Month End Process
A300 Cash Management - Bank Location Transfer
A310-Cash Management-Bank_Stmt_Processing

Bank Statement Processing
Dishonoured Deposit Entry
Cancelled Cheque Entry

A320 Cash Management - Bank Acc Reconciliation
A400-General_Ledger-Journal_Update

Rental Invoice Entry
Rental Invoice Update

A410-General Ledger-BAS

BAS Audit
Business Activity Statement

A420 General Ledger - Year End Reset
A500 Fixed Assets - Sales
A510 Fixed Assets - Purchases
A520 Fixed Assets - Tfr Stock Units & Fixed Assets
A530 Fixed Assets - Consolidate Assets
A540 Fixed Assets - Split Asset
A550 Fixed Assets- Revaluation
A560 Fixed Assets - Stocktake Entry
A570 Fixed Assets - Month End Process
SERVICE
W040-Service-Schedule-Maintenance

Main Processes
010 Create Service Schedules
020 Maintain Service Schedules
Sub Processes within above
05 Schedule Codes
10 Linking Schedules to Workshop Vehicles
Menu Parameters
W050-Job-Code-Set-Up-&-Maintenance

Main Processes
010 MST Import
020 SuperService Job Code Import
030 Create New Job Code (Manual)
040 Maintain Job Code
050 Copy Job Code
060 Job Code Review
Sub Processes within above
05 Standard Pricing (Labour, Parts, Sublet etc)
10 Service Types
15 Skill Levels
20 Estimated Hours/Labour/Sublet
25 Parts Lits
30 Parts Transalet Maintenance
35 Update Pricing
40 Update Parts Kit
45 Vehicle Accessories
Menu Parameters
W055-Service-Recommendation

Main Processes
010 Maintain Recommendation Job Codes
020 Add Recommendation Job Codes to Repair Orders
030 Generate Service Recommendation Reports
Sub Processes within above
05 Enable Service Recommendation Option
Menu Parameters
W060-Tech/Workshop-Set-Up-&-Maint

Main Processes
010 Workshop Technician Set Up
020 Technician Maintenance
030 Public Holiday Adjustments
040 Technician Attendance Adjustment
050 Technician Rate Update
Sub Processes within above
05 Operating Hours / Start & Finish Times
10 Workshop Schedules
15 Teams
20 Work Categories
25 Rate Profiles
30 Technician ID's
35 Skill Levels
Menu Parameters
W070-Workshop/Service-Vehicle-Maint

Main Processes
010 New / Used Vehicle Sold from Stock Transferred to W/shop
020 New Vehicle to Dealership presented for Service / Repair
030 Vehicle Record Maintenance
040 Data Review & Cleanse
Sub Processes within above
05 Data Integrity
10 Contact Code Maintenance
15 Red Book / Glass's Guide
20 Scheduled Service
25 Outstanding Repair Order
30 Invoiced Repair Order
35 Notes / Images
40 Merge to Registration
45 Reminders
Menu Parameters
W080-Loan-Car-Set-Up

Main Processes
010 Loan Car Set Up (from Stock)
020 Loan Car Set Up (Non Stock)
Sub Processes within above
05 Loan Car Class
10 Non Stock Loan 'units'
Menu Parameters
W085-Loan-Car-Booking,Alloc-Maint

Main Processes
010 Allocate pre-booked Loan Car (Repair Order)
020 Allocate Loan Car ad hoc
030 Manage Loan Car Return
040 Maintain Loan Car Records
050 Enquire / Retrieve Loan Car History
Sub Processes within above
05 Loan Car Agreement
10 Repair Order Entry Loan Car booking
15 Delete Loan Car booking
20 Delete Loan Car record
Menu Parameters
W090-Workshop-Diary-Maintenance

Main Processes
010 Build Diary
020 View Diary
030 Rebuild Diary
040 Other Program Functions
Sub Processes within above
05 Workshop % Loading graph
10 Workshop Diary Analysis graph
Menu Parameters
W100-Repair-Order-Entry

Main Processes
010 Service Booking - Existing Customer / Vehicle
020 Service Booking - New Customer / Vehicle
030 Service Quotation
Sub Processes within above
05 Credit Issues
10 Open Repair Order
15 Schedule Service
20 Recall Campaign
25 Job Codes
30 Job Types
35 Work Categories
40 Concise History
45 Loan Car Bookings
50 Workshop Vehicle Maintenance
55 Equipment List
60 Copy Job Codes rom other Repair Order
65 Parts Branch
70 Schedule Labour
Menu Parameters
W110-Serv-Resource-Book-Labour-Sched

Main Processes
010 Service Resource Booking Configuration
020 Service Resource Booking & Control
030 Schedule Labour
Sub Processes within above
05 Navigating Service Resource Booking window
10 Customise Service Progress Status
15 Automated Progress Status Settings
20 Manual Progress Status Settings
25 Refresh Interval
30 Display Filtering
35 Skillsets Review
40 Allocating Times
45 Changing Allocated Times
50 Workshop Loading Graph
Menu Parameters
W130-RO-Maintenance-&-Invoicing

Main Processes
010 Pre-Booked Repair Order complete & ready for workshop
020 Pre-booked Repair Order requires additional work
030 Sublet Processing - attached to existing Repair Order Job Code
040 Sublet Processing - assigned to New Job Code
050 Repair Order Completed - to be Invoiced
060 Convert Service Quotation to Repair Order
Sub Processes within above
05 Estimates vs Actual vs Invoice
10 Cost Repair Order
15 Advise Customer
20 Labour Adjustment
25 Concise History
30 Workshop Controlled Parts Issue
35 Adding New Job Codes
40 Maintaining Repair Order Job Codes
45 Transfer Job Codes
50 Deleting Job Codes
55 Deleting Repair Order
60 Process Sublet Invoice
65 Adjust Sublet PO Value
70 Copy Technician Comments
75 Preview Transaction
80 Scheduled Service
85 Condition Report
90 Concise History
95 Invoice Splitting
100 Serial Number Tracking
105 Line Item Comments (Parts)
110 Credit Issues
115 Reminders
120 Loan Car Cost
125 Counter Receipt Entry
Menu Parameters
W170-Technician-Time-Recording

Main Processes
010 Technician Attendance Log
020 Workshop Technician Time Recording
030 Daily Timesheet Input
Sub Processes within above
05 Minimum Requirements
10 Recording Delays
15 Log Out / Log Off RO / Transfer to RO
20 Monitoring the Time Recording Process
Menu Parameters
W180-Service-Invoice-Revers/Credit-Note

Main Processes
010 Service Invoice Reversal
020 Service Credit Request - no Parts
030 Service Credit Request - with Parts
Sub Processes within above
05 Credit Over-ride Authorisation
10 Parts Dep't Quotation / Sales Order Requirement
Menu Parameters
SHOWROOM
V010 Model Maintenance
V020 Stock Unit Maintenance
V030 Accessory and Charge Maintenance
V040 Stock Unit Cost Adjustments
V050 Model & Accessory Code Conversion
V060 Salesperson Maintenance
V100 New Unit Receipt
V110 Used Unit Purchase
V120 Unit Sales Entry
V130 Stock Unit Swap
V140 Unit Sales Reversal
V150 Internal Purchase Order
V155 Vehicle Appraisal
V160 My Deal
V200 Reception Call Manager
V205 Salesperson TaskList
V210 Prospect Maintenance

CRM and Marketing

Engage is an extremely powerful, yet very easy to use EDM CRM Data Mining Tool. Generating your target audience and selecting the form of communication is as easy as a few clicks of the mouse.

Prebuilt campaigns do all the hard work for you. Simply create a letter, HTML Email or SMS text message and let Engage distribute the desired communication to the applicable contacts.

 

Campaign Examples

  • New Prospects – Thank you email/letter
  • Expired Service Customers
  • Vehicle Run-Out Specials
  • New Model or Promotion
  • Debtor Communication – reminders to overdue accounts etc.
  • Birthday Emails
  • General Bulk Communication

The development and scope of campaigns are ongoing.

Campaign Distribution Methods

  • Email – Simple text or graphical HTML email with website links
  • Letter – Formal letter or flyer with pictures/photos etc.
  • SMS Text Message – Short message automatically sent to the client’s phone
  • Task List – Automatically add a followup entry to the Salespersons Diary
  • Export – Save the campaign contact list to Excel Spreadsheet or Text File

.

The communication options are ranked. You set the preference/ranking order for each new campaign. A common example – your first choice of sending may be via email, the second choice might be a printed letter if no email address exists and third choice to send an SMS text message.

Any correspondence, importantly, is written back to the UNITS® Database where measurement can be made of successful service invoices and vehicle sales.

Everything you Need to do GREAT Business

Our add-on consulting products and services elevate your business and cut through the noise – streamlining processes, servicing your clients better and boosting your bottom line.

They include Call Centre Management, Service Open Window (service retention program), GL Budgeting and effective Commission & Incentive Programs.

Talk to us to find out more.

Arrange a Demo Today

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