Parts Demo

Document Sample
Parts Demo Powered By Docstoc
					Quick Demo of DealerStar Welcome to our Mod5 demo. This version has limited abilities and functions but should let you see how it performs. Be sure and watch the Online Demos in Accounting, Sales, Parts and Service (at first so you understand how DealerStar works. Logins and passwords are: Sue Smith – sales (this is a controller/admin type login) Allen Smith – tech (to see Technician Terminal) Dan Smith – sales (to see Leads and limited access) Let’s get started. Are you squinting? Since DealerStar runs in a browser (Firefox, Internet 6, 7, etc.) you can use the features of that browser. From the pull down menu of the browser (right above the Google window) select View, Text Size, and select Largest. Repeat and select Smaller to see the most information on the screen. You can also use the Spell checker. Click on Vehicles in Stock. Type Forp in the search box down in DealerStar. Click on the abcCheck on the Google tool bar. Forp will turn red, click on it and select Ford, then click off of it and select Stop spell checking. This feature will enable users to have better repair order, parts, check memo, and customer notes. Sort - Click on days to sort by days – click again to sort the other way. Every field can be sorted on. Search - Click in the search box and enter neon and press enter. Advanced Search – click on Advanced Search and move down to sales price. Enter between $20,000 (tab) and $25,000. Press enter. Excel - Click on small Excel icon and notice that this list would then download to Excel (but please Cancel) so I don’t have a ton!) Congratulations – you’re now trained on DealerStar! Let’s look at some more features At the top are orange pull down menus – they are all the same format and each user ID level can have a different menu (that doesn’t show Accounting, Parts, etc. – but this version does not have dynamic menus installed.) - Click on Desking/FI, Lookup, and Clocked in employees – and you should see that Dan Smith is clocked in (he never leaves!)

Tables on the left depend on login permissions. Click on Sales Customers, Service Customers, and Parts Customers. These are all the same customers with different “views” depending on your login. For example, if you’re a counterperson you would only have Parts Customers. Click on Parts Customers and hover over the credit limit of Gary Moon and hover over his parts tickets. Now click on Service Customers, and the 4th one down, Rick Pohanka. We see his special order parts (Orders), Tasks, and the Vehicles his owns. Click on Sales Customers and hover over the Deals that Rick has going. He’s working with many different departments.
Sales Demo Click on Sales Customers. Let’s search for Tom, George, or Sam. Pick any name that you want and Click on Deals and the little Add hyperlink. We’ll select his department, manager, etc. and then scroll down and click Add button. Don’t worry about the other pages right now. Those are for the F&I manager when he/she is doing the deal. After his “deal” is added, the master customer record is at the top and below is his working deal. There are lots of things we can do here; but we’ll first want to quote him a payment. Click on Quote and Add hyperlink. Click select this quote and the other items like his stock#, term, menu option (select Gold). Click on the Add button. Now that his first quote has been created, we can enter down payments, trade-in, but if you hover over Aftermarket you’ll see the items that came in with a

Gold menu options. Go ahead and enter a down payment or rebate and watch the payment go down. You should be getting good at clicking that Add hyperlink – and Edit or Add button – and each time you make a change click on Back to Master Page to see your quote. Let’s Copy this quote and change the menu to Bronze. To the left of Downs at the bottom of the quote are 3 little icons, View, Edit, Copy, and Delete. Click on Copy icon (two little pages) – select another stock# and Bronze menu and Add. Repeat if you want and you’ll have lots of side-byside quotes. Each one can have different down payments, banks, rebates, vehicles – and as many as you’d like. At some point, you’ll select the one that you want, edit the deal and enter that quote ID - but for now you can just play with the quotes. DealerStar uses PDF files for most of the forms, so if you want, click on Print Forms and look at the Worksheet. At this point, you should be pretty familiar with the way DealerStar works – it is a tree system – we always start with a customer, then add deals, then quotes, then down payments, etc. The same method works in service. Service and Parts Demo

Click on Service Customers on the left menu and hover over Vehicles for the 4th customer, Rick Pohanka – if you hold down your right arrow or let go and scroll to the right then hover, you’ll notice his recommended service, hover over Info and notice Do not call and preferred contact. Hover over Appt, Orders (special parts orders) and tasks. Click on Vehicles to open his vehicle record. Notice his Repair order by hovering over it. Click on it and you’ll see the Recommended service. Here is the DealerStar tree again – it starts with our customer and he has vehicles, and those have repair orders and those repair orders have labor, parts, and cashier amounts. Click on Service Customers on the left menu search for Tom, George, or Sam again. Hover over Vehicles. Find anyone who has a vehicle, click on it, click on Repair Orders and click on the Add hyperlink. Select ready to dispatch, select an advisor, open and ignore the appointment stuff – enter promised time if you want and Add. Your master record at the top is the vehicle and now you have the repair order you opened and the option to Cashier, Recommend Service, or add Labor. There are no parts to add option since parts are under the Labor Tree and tied to a job letter. Of course we’re on an admin login so we can do all the functions – but a service advisor wouldn’t add parts anyway – he would just be able to view and a parts counterperson couldn’t add labor – only view. Click on Labor and the little Add hyperlink again. You might think there are lots of status buttons, but these are important in the dispatch and reporting functions which we’ll show in later demos. Just select a labor op, tech, sales type and the amounts come in for you (if there are hours in the labor op code – sorry about the demo data!) Click on Add button and when you return to the master detail page you now can add Parts (Add hyperlink.) The source selections determine pricing and other information. You might notice Accounting Source – this is important for various manufacturers that want accessory and tires sales to go into a specific account number on the financial statement. Feel free to add more parts, labor, and other lines and cashier the repair order, but you’re probably getting tired, so let’s move on. Note: We will create a new
method to search on a labor op code and add to a repair order based on NADA input and a way to add a service appointment without having to drill down to the Customer and their vehicle.

General Ledger and Accounting Let’s do a simple Journal voucher. From the pull down menu select Accounting, Daily Functions, Create Journal Vouchers, Manual JV. Click on Add. This is the header for the JV – or what you’d see at the top of the JV page. Enter the reference, date, etc. and click on Add button.

We’re in the tree format again and ready to add detail. Most DMS systems limit your lines of labor, parts, down payments, JVs, but DealerStar allows unlimited detail. Click on Add or Post. This is where you enter your detail lines – again, unlimited. There are 3 types of JVs – Manual, Intercompany, and Scheduled. If you had selected scheduled, the control number would fill in the amount. These are used for write offs of scheduled accounts like warranty claims, PDI, etc. These are not shown in this demo. If you are entering a manual JV to a scheduled account, the control number is required and you’ll get an error when you try to post. Please don’t delete any of my records in the demo especially the account numbers. Since we’re building data, we have the delete buttons available but eventually they will be very limited. Feel free to write a check if you’ve taken the Online demo. Setups and Security

Most of the setups are in pull down menus. Click on Desking/FI and then Setup, Departments. Easy to edit the departments. Security is done through permissions and if you click on Admin, Setup, Table Permissions you’ll get an idea of how this works. Unlimited amounts of routines can be set up – but for 90% of the users, you’ll only need to select their position to determine their security. To see how security works, click on the left, Logout. Log in as Dan Smith - password sales. Notice he has very few tables
on the left and although we haven’t loaded in all the various menus yet, if he did try to select a job that he does not have access to – no access. Dan Smith only sees his own leads and when he clicks on Vehicles in Stock, he can only View, Search on Neon it highlights. Vehicle Inventory has ALL vehicles (in transit, etc.) and Vehicles in Stock – only those in stock. When we were logged in as admin, we could add an Internal to a vehicle in stock, Dan can’t. Logout and login with admin master if you want to play more. I hope you enjoyed the demo and of course there are a lot more things to see and do, but I wanted to make this a quick demo. Email me any questions – If you’d like to look at the manual I’m creating, send me an email and I’ll send that to you. This demo site has been encoded to prevent users from seeing the php scripts and functions….