DMS Feature Worksheet

Transcription

1 Features DealerStar Other system Notes Accounting General Ledger General Ledger inquiry with multiple search and sort options and export to Excel GL inquiry drill down to documents and scanned file of checks, parts tickets, ROs, invoices One click export to Excel all or selected GL transactions Multi store centralized accounting (intercompany) for additional dealerships (Stores) like ADP Company Accounting (prefix) to keep separate GLs in balance within the same Store like R+R On demand checks Floorplan checks Scheduled account checks Cash receipts with Service/Parts cash sales reconciliation tool Bank Reconciliation Copy of GL detail entries for standard entries Easy Reversal journal entries Schedule reporting, side by side, summary, export to Excel Journal reports, filter by range, reference, journal to Excel Unlimited customized DOCs that download to Excel Unlimited Financial statements linked to Excel Calendar Daily, Monthly, Year; dealership wide (all departments see the same calendar, but only Admin sees the Admin items.) My Tasks and All Tasks to assign functions to accounting office Vehicle purchase voucher to enable easy addition of inventory when purchased via auction floor plan/factory order GL detail and documents are stored forever GL Distribution of expense accounts by percentage Expense analysis and graphical charts Base expense account analysis One click to hyperlink from within DealerStar Fixed Asset tracking module

2 Online schedule reconciliation and voucher creating All reports can be saved/ ed in PDF or Excel form Documents can be saved in PDF and linked to source for a paperless office Accounts Payable View of AR Past due to prevent payment to vendors with overage AR accounts with drill down to actions Vendor authorization tracking 1099 reports for vendors and non vendors YTD purchases reporting Statement reconciliation tool Enter once conversion of parts orders to invoices (with an import for shipper upload) Enter once conversion of purchase orders to invoice AP single check or AP check run Purchase orders linked to repair orders (sublet,) or vehicle inventory via stock# Scan file attachment of invoice storage Accounts Receivable Credit Limits and reporting Aging with Action tracking of notes for collections Generate interest by customer for statements Intercompany combines statements for clients Payroll and HR Unlimited amount of pay period types Time Clock with easy clock in/out and elapsed time report and upload to payroll Tracking of vacation and schedules Import of check history from 3 rd party payroll Import of GL transaction for posting from 3 rd party payroll Goal setting Unlimited amount of deductions/ar setup Service Service Advisor calendar with view of technicians Technician calendar Time clock view of all technicians, advisors who is clocked in/out and from what terminal and time Bulk reminders to service appointments Tracking of sold, flagged, and actual hours Menu pricing to enable packages of labor ops and part numbers with prices for each

3 Sublet charges linked to repair order from purchase order Unlimited amount of other charges can be added to a repair order with mapping to a single GL or schedule controlled by Reference, Stock#, Cust#, last8, or VIN Other charges can be automatically added to each RO and taxable or non taxable Quick adding of internals for vehicle inventory by sales department with authorization Customized sales tax script for service and another for parts sales Cashier entry of technician flags, SMS, sublet, rental charges Service recall (campaign) tracking Can close Customer lines independent of Warranty and Internal (without creating 3 repair orders.) Unlimited amount of other items linked to Job# and customized setup of account number, control, and the option to add to ever job by percent or flat amount. Link service and parts payments to receipts to reconcile cash sales for balancing cash drawer Bulk s of service reminders, appointments Unlimited amount of payment types that can be controlled by last8, stock#, custid, VIN, or reference or intercompany. Comeback tracking and reporting Warranty Claim fields and tracking Over 25 reports including complete advisor / technician analysis Dispatching Three levels of dispatching; manual by advisor/manager, Auto Dispatch, and Available tech dispatch Available tech dispatch show current hours for the month so you can dispatch to a tech with less booked hours to prevent paying guaranteed hours Unsold shop hours tracking Skill levels and ranking by technician with a link to labor op cod Flag reports with import of technician time to payroll Rental Vehicles Tracking of rental vehicles (but kept in vehicle

4 inventory to enable marketing and sales.) Link of rental invoices to repair orders, cashier, and rental vehicles and dispatching to enable priority of work for customers in rentals Add a rental from appointments or rental vehicles Parts Unlimited amount of sources with custom setup of sale accounts and pricing matrix Ability to see by each part number or source each transaction and gross profit Master and inventory display of demand, lost sales, pending orders Lost sale tracking Pricing matrix of parts and repair orders with a base of cost, list or trade, +/ Pricing escalations by source, matrix of an amount or percentage Link of matrix to customer code (for common database but customized pricing by franchise.) Quick Pick List for quotes Special order parts with notification tracking and linking to Advisor, Tech, Customer, RO, Ticket or stock# Supersession and Alternate part number tracking Core Tracking; dirty and clean cores (keeps outstanding until core is returned by technician) Parts Catalog/Master to inventory transfer Intercompany parts for transfers and inquires between dealerships Fill rate report filled from shelf and filled same day Over 15 reports including YZ ranking and parts management report for inventory aging Sales Manager Desking and F&I Custom mapping of each item to the general ledger for posting with custom selection of control numbers method; Cust#, Stock#, Last8, Vin Custom selection of the timing to update the customer in service database, update trade to vehicle inventory, and updating vehicle status to sold. For each sale account, ability to determine the sales tax account, commission account (front and back) and lien payoff account and how controlled. Ability to automatically add fees, aftermarket, menu

5 (with CLAH, service contract) to deal when started Deal recap to reconcile vehicle cost to schedule detail, gross profit (front and back) reserves, set up due bills Custom script for sales tax and ability to indicate for each vehicle, fee, aftermarket, and rebate if the item is taxable or not. Ability of sales department to add their own users/salespeople and security level (limited to sales security levels.) One click unwind of deal to put vehicle back in stock and remove customer sold information Service contracts can be mapped to a single GL accounts payable control# or controlled individually by Cust#, Stock#, last8, Reference, VIN Credit Life/AH can be mapped to GL account by Stock#, Cust#, last8, Reference and separate commission accounts by new and used. Commission tracking by deal and posting to GL From vehicle inventory view, ability to open and authorize an internal in service and tie to a vehicle in stock. Estimated Payoff calculation and storage of when the payoff was made by the office and Check# From vehicle inventory view, ability to open and authorize a purchase order and tie to a vehicle in stock Tracking of appraisal bids on used vehicles which wholesaler bid on vehicle and how much From vehicle inventory view, drill down to every repair order, service history open or closed for the vehicle (by VIN#) Print Window Stickers for selected vehicles Deals Daily Work Plan to enable follow up of pending deals in F&I office Unlimited amount of options, option groups, or picture (multiple views) that can be tied to a stock# Search for a payment amount range by year, make, model, high book, low book, etc. Unlimited amount of menus; gold, premium, etc. Dashboard of deals, goals, gross by salesperson Reporting of deals not in the office, heat sheet with a one click to Excel Filtering, reporting, and export to Excel by deal type;

6 wholesale, retail, dealer trades Filtering, reporting, and export to Excel by deal status; lead, pending, delivered, final View all pending and dead deal trade ins (sell from potential trade inventory) Side by Side Quotes with Rollback of payments to sales price, rate, terms, down Customized purchase and lease payment and reserve calcs by lender Quotes stored forever, even if a dead deal Two levels of CRM salesperson, one with ability to Quote payments, and one without View only of deals for salespeople once the sales manager or F&I manager has changed status to Pending or above Reporting of inventory by model mix, gross by model, with one click to Excel Download of inventory for websites (or upload) Floorplan / Cost view for each vehicle and reporting Time clock view of all salespeople, F&I managers, etc who is clocked in/out and from what terminal and time Status view of employees on vacation, out of the dealership CRM Salesperson Calendar Daily, Monthly, Year; dealership wide, both service and sales appointments Action Daily Work Plan for each salesperson My Appointments for each salesperson Actions (letters, s, phone calls) steps to the sale Tasks by user All Tasks to notify sales department of meetings, events, training Quick Quotes of Payments (depending on security level desired) My Customers/Vehicles for one step data mining to Leads/Actions Custom Quick Notes, scripts, letters Add Leads with trades in information Vehicle Inventory Search retail with pictures Import/Export of Vehicle Inventory Vehicle Payment Finder with custom payment range Import of Customer Vehicles Data Mining

7 Import Leads Internet Leads Import Customers, name files Export Quick Notes and letters to Outlook or Word template for mass mailings Upload of customer s picture into the database Import from Driver s license scanners, 3 rd party lists BDC Data Mining Software Ability to reassign customers to salespeople View customer counts by salesperson Data mining of customer vehicles by year, make, model, last payoff date, last delivery date, etc. Utility to find and combine duplicate customers with Household link Bulk s Bulk letters Custom scripts Loyalty value program with customized point value for repair orders, parts tickets, vehicle sales Drill down of Customer value view to each repair order, parts ticket, vehicle sale, actions, and appointments Upload of customer s picture into the database System Administration Testing: DealerStar is the only DMS that enables you to login to the system while you decide and try the features. After you agree to get DealerStar, we set up an account for you and let you start using it for training, setups, and testing. When you are ready to go live we delete the transactions that you want and you re ready to go. Upfront costs like training are optional depending on how well you learned it during the testing period. You can cancel DealerStar at anytime No risk or costly investment. Real Time: With the exception of any imports from 3 rd parties, DealerStar is real time. When you type a check, it goes directly to the general ledger and the vehicle cost record. When you post a car deal voucher, the entries post to the GL, the trade goes into stock, and the customer and their vehicle is updated in the service database. All receipts show immediately in the schedules (no need to wait for the deposit to be posted) and all purchase orders tie to the sublet repair and vehicle inventory.

8 Security: DealerStar lets you add users and select their security level for each area; sales, service/parts, accounting. For example you might want to give someone a clerk level in accounting, a salesperson level in sales, and an advisor level in service. Platform: DealerStar is the only DMS built on MySQL, PHP open source tool that is scalable to huge enterprises that cannot be sunset out by Microsoft. Two DMS systems are currently built on Microsoft products slated for an end of support date in By building on more open and universal platforms, DealerStar does not require any Microsoft software operating systems or upgrades or user restrictions (Microsoft SQL and Dynamic products license by user, thus you must limit your users or pay for more users as you grow.) What is your per user fee? Installation: Installed on a secure server hosted by eapps with 99.9% uptime. You can access with any browser and Internet connection including IE, FireFox, Chrome, Safari (iphone, ipad, and Apple.) Their customers include NBC, Sears, Carnegie Mellon, Miami Dolphins, Harvard University, Citi Bank, Staples, United Nations, Benton Express, CenterPlate, Cisco, Kenya Airports Authority, New York Public Transit Association, Sony, University of Arizona. Available Integration: Via Oxlo; Ford, Hyundai, VW, Audi, Chrysler, Route One; Via Motive Retail, KIA. Data conversion; Car Deals, Repair Orders, Customers, Parts, Accounting detail. Nobody has been extracting and converting as much information as DealerStar from ADP, R+R, UCS, ACS, Arkona, AutoSoft, etc. We have taught over a dozen DMS/CRM providers how to do this over the past 15 years.