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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
| PARTS | SERVICE |
| 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 |
| ADMINISTRATION | SHOWROOM |
| 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.
