| Invoicing
/ Workorders / Sales Orders |
|
# xxxxx (2 hour)
|
|
| This course is designed
for service writers and counter personnel and shows how to
start new invoices, workorders and salesorders. You will learn
how to ad parts and labor and receive understanding of other
basic functions connected with the point-of-sale activities. |
| In-house
Workorders |
|
# xxxxx (1 hours)
|
BACK
TO TOP |
|
This basic, but very important course, will show how to
properly track parts and labor while doing work in your
shop for inventory purposes.
|
| Limited
Edition Training |
|
# xxxxx (2 hours)
|
BACK
TO TOP |
| Specialist Darryl Padgett
will teach you how to: categorize your GL accounts; set up
sales tax to report by area; set up commissions by sales person
and type of sale; include or exclude any combination of customers
and vendors, etc. Schedule up to 4 different categories for
commissions and even at different percentages. You will also
learn how to set up signature codes for your own specific
needs. |
| Price
Matrixing |
|
# xxxxx (2 hours)
|
BACK
TO TOP |
| This class brings together
customer files and inventory to allow an endless flexibility
of pricing your products and services. You will be able to
manipulate the prices you charge your customers by line code,
individual part number, and class codes. Additionally, Specialist
Darryl Padgett will help you establish quanitity discounts
if you desire. |
| Vehicle
Sales |
|
# xxxxx (2 hours)
|
BACK
TO TOP |
| This course is to teach
the user how to add new or used vehicles or truck bodies into
inventory. Specialist Jerry Iverson will show you how to handle
sales of vehicles out of inventory and all the intricacies
from start finish with the vehicle through the sales cycle. |
| PTM
Leasing Training |
|
# xxxxx (2 hours)
|
BACK
TO TOP |
| This curriculum will
cover setup of your lease rates. You will learn how to: start
a lease and process it and how to reserve the same unit for
a future lease; report on all leased units, which ones are
out, when they will be returned, and if they are reserved
in advance for another customer; setup groups and sub-groups
for items you lease; adding any and all costs that are incurred
with each specific unit; report on all costs including acquisition
cost and revenues per unit; reporting to make your lease contracts
flow with efficiency. |
| Flooring
Setup & Usage |
|
# xxxxx (2 hours)
|
BACK
TO TOP |
| This course is designed
to train the user how to setup those items that have flooring
cost. PLUSS Specialist Darryl Padgett will also show how the
same part number or item can have different costs and rates
and how each item can be applied to an invoice and reflect
item cost and rate. It truly combines the power of purchase
orders directly with the invoice. |
| Point
of Sale Cores |
|
# xxxxx (1 hours)
|
BACK
TO TOP |
| Specialist Jerry Iverson
will explain how to track cores through purchasing, return
cores to vendors, track customer cores, and maintain core
costs. |