LEVEL I VERSION 6.0 UPGRADE
Level one will have the following features with an AVI outlining instructions on using the Hidden Options along with a demo on the advanced additional features
POINT OF SALE
Dollar Volume Pricing by Customer; extends PTM’s Discount fields to include a discount, per volume purchased, to be applied for a specified quantity on each individual customer file—dollar volume pricing can even be copied into several customer files to reduce setup time—this feature will assist you in promoting your customers to purchase a set amount of products. Dollar Volume setup will require minimal education
Inventory Extended Price fields;
PTM’s four price levels can be extended out to nine price levels to fulfill
your advanced inventory pricing needs User Friendly Feature
Grouping Feature; this feature is
only available to form K users—ability to group parts and labor together,
illustrating to your customer exactly what parts were used for each labor
operation. Grouping requires some setup and
education on use
($350.00) Limited Edition Module; allows you to
categorized your General Ledger accounts, extends sales tax reporting by tax
area on Customer accounts and Ship To accounts to include sales tax spread
sheets for complex tax reporting, advanced commission setup for parts and or
labor and can be based on net or gross—excluding or including any combination
of customers, each sales person can have different percentages, along with
profit reporting by type of customer. The LE Module requires some setup and education
specific to your needs
Extended Re-Builders Features;
extremely valuable feature add-on which enhances the ability of In-house
Workorders by now allowing the user to build and add to inventory several
different part numbers all from one In-house Workorder. The Extended Rebuild feature is very useful
for electrical re-builders, engine parts re-builders, or users in the salvage
industry… To properly use this module you must first be able to correctly use and
understand the Production side of PTM
Retrieve Reference on Returns; when
returning a part with a negative quantity the system will display the history
on that part and then prompt for the original purchasing invoice number, this
feature is a wonderful fail safe for the counter sales people to ensure the
proper amount is credited. User Friendly Feature
Specified Sales Order Numbering Feature;
with this added feature you will have a separate numbering system for your
Sales Orders, enabling more specified tracking. If you handle multiple
backorders to the same customer or are generating a high number of sales orders
and backorders on a daily basis this feature is a must. This
feature requires some education to understand and use to it’s full potential
with Purchasing and Invoicing
Instructions on how to use these Hidden Options will be included with your Version 6.0 AVI
*Parts and Labor Move Function; to move parts around and switch the order in a Workorder or Invoice of Labor items.
*Replicate Workorder Function; wouldn’t it save your service writer a large amount of data entry if you could only copy one existing Workorder’s parts and labor over to a new Workorder on those repetitive jobs? The Copy function gives you the ability to take one Workorder and copy it exactly to another Work order.
*Using the Control L Function to Search and Quote; Customer, Inventory and Vendor search and quote Function; instructions on how to use the Control L feature to search all three major databases by first or last name, perform a quick quote for a customer from your inventory and mark an item as a lost sale.
*Kit Builder; learn how to use your existing Workorders to build a Parts and Labor Kit with one keystroke.
*Search Kits; while in a Work order or an Invoice, use this feature to check if a part you wish to use that is low or zero quantity is also available in a kit and can be used from that kit.
*Search Pending Purchase Orders; have you ever lost a sale because a part you wish to sell is out of stock, but it has already been ordered on a Purchase Order, or have you ever Backordered a part that is already on order for Stock? Learn how to use PTM’s Purchase Order search function to save money and time.
*Building Interchanges on-the-fly; learn how to build and sell Interchanged part numbers on the fly without having the Interchanges setup in Inventory ahead of time.
*Unit Warning; attach a specific warning or note to a unit for a specific customer as a permanent record for reporting and services at the Point-of-Sale.
*History Search on Parts; learn how to use the history search function to show purchasing history on a specific part along with whether or not that item is still covered under warranty.
Aged Receivable Credit Limit Feature;
by default if you have a Credit Limit setup on your customer files and a Credit
Limit Password all receivable customer accounts that reach 60 days will prompt
for the Credit Limit Password before a charge Invoice or Workorder can be
opened for that account—this additional feature will change your Over Limit
change of terms to 30 days instead of 60 days—you must have a Credit Limit
Password setup in E. System Setup for this feature to work properly. User
Friendly Feature
Partial Receivable Payments Feature;
this feature allows the user to divide a payment on a Receivable Account within
that account by applying specified amounts to individual receivable Invoices or
Workorders. This is a very complex option, some education on this specific feature
will greatly decrease mistakes and clean up time
Instructions on how to
use these Hidden Options will be included with your Version 6.0 AVI
*Quick Payables Due Report; a daily payment/agenda schedule can be viewed or printed from the main menu listing all Payable invoices due within the next 5 days—valuable for budgeting cash flow. This option will also prompt the user for any loan payments that are due and if they should be included with that day’s payment schedule.