This feature is the same as the
feature explained in the PRINT REPORTS section of this module (see figure 6). It
can be accessed without logging in as the system supervisor and by using the Reports
Icon (
)
at the top of the screen.
Every user has their list of reminders. The user can indicate what the user has accomplished versus what is still to be performed and this reminder is displayed continuously.
To view reminders:
1. From any menu, click Reminder
(
)
at the top of the screen and a list of reminders will appear with the date, name
and reminder or comment;
2. The date at the bottom of the Reminder screen will generate all reminders or comments up to that date. If the user would like to view other upcoming reminders, enter a different date, click Requery and all reminders up to that new date will be displayed;
3. If a reminder or comment has been completed, in the Done column, click on Yes from the pop down menu. Click Purge and only reminder or comments left to be done will be displayed;
4. Click Exit to return to the menu.
VIN (VEHICLE Identification Number)
IMPORTANT: The Vehicle Identification Numbers (V.I.N.) should always be 17 digits.
The only exception is if the vehicle is older than the year 1980. The 10th digit always identifies the year of the vehicle. The characters are defined in the chart below:
|
Year Of Vehicle |
10th Digit Code |
Year Of Vehicle |
10th Digit Code |
Year Of Vehicle |
10th Digit Code |
Year Of Vehicle |
10th Digit Code |
|
1980 |
A |
1989 |
K |
1998 |
W |
2007 |
7 |
|
1981 |
B |
1990 |
L |
1999 |
X |
2008 |
8 |
|
1982 |
C |
1991 |
M |
2000 |
Y |
2009 |
9 |
|
1983 |
D |
1992 |
N |
2001 |
1 |
2010 |
A |
|
1984 |
E |
1993 |
P |
2002 |
2 |
2011 |
B |
|
1985 |
F |
1994 |
R |
2003 |
3 |
2012 |
C |
|
1986 |
G |
1995 |
S |
2004 |
4 |
2013 |
D |
|
1987 |
H |
1996 |
T |
2005 |
5 |
2014 |
E |
|
1988 |
J |
1997 |
V |
2006 |
6 |
Etc…. |
|
The following pages contain a listing of modules where training has been provided to the client(s). Once the training has been completed, a signature is required from the client and is to be placed next to each module where training has been provided. The client can use this as a reference to identify which modules the users have been trained.
MODULES AND TRAINING ACKNOWLEDGEMENT
SUB-MODULES PROVIDED BY CLIENT
SALES
ADD CUSTOMER
EDIT CUSTOMER
SEARCH & INQUIRE
SALESPERSON REPORTS
ACTIVITY REPORTS
SALESPERSON PRODUCTIVITY
FOLLOW-UP LETTERS
JOURNALS FOR LETTERS
LABELS FOR LETTERS
MANAGERS REPORTS
ACTIVITY REPORT
DELEARSHIP PRODUCTIVITY
SALESPERSON PRODUCTIVITY
SALESPERSON SUMMARY
SALESPERSON CONTACT
SOLD LIST
DELIVERED LIST
F & I MANAGERS GROSS
SALES ANALYSIS
EDIT CUSTOMER RETENTION
LETTER MAINTENANCE
LETTER FILE
MESSAGE FILE
QUICK QUOTE
VEHICLE QUOTATION
MODULES AND TRAINING ACKNOWLEDGEMENT
SUB-MODULES PROVIDED BY CLIENT
SERVICE
FILE MAINTENANCE
VEHICLE MAKE AND MODEL FILE
OP CODE FILE
CUSTOMER FILE
SERVICE FILE
INSPECTION FILE
LETTER FILE
MESSAGE FILE
PRICE QUOTATION FILE
CUSTOMER TYPE FILE
ENROLMENT ENTRY
SERVICE VISIT ENTRY
CHANGE OF ADDRESS ENTRY
PREVIEW JOURNALS
DATA PROCESSING
BOOKLET COVER PAGES
BOOKLET INSERT PAGES
THANK-YOU LETTERS
APPOINTMENT LETTERS
REMINDER LETTERS
DEALER DISCOUNT CARD FILE
JOURNAL FOR LETTERS
LABELS FOR LETTERS
REPORTS AND ANALYSIS
DATABASE BY POSTAL CODE
DATABASE BY VEHICLE YEAR
DATABASE BY VEHICLE MAKE
DATABASE BY VEHICLE MODEL
SALES BY POSTAL CODE
SALES BY VEHCLE YEAR
SALES BY VEHCILE MAKE
SALES BY VEHICLE MODEL
SALES BY VEHICLE MILEAGE
SALES BY SERVICE ADVISOR
SALES BY OPERATION CODE
LIST OF SERVICE VISITS
SERVICE MASTER (TYPE I)
SERVICE MASTER (TYPE II)
SERVICE INSPECTION (TYPE I)
SERVICE INSPECTION (TYPE II)
SERVICE INSPECTION (TYPE III)
RETENTION REPORT
ANALYSIS OF INTERNET ACCESS
IMPORT / EXPORT UTILITY
MODULES AND TRAINING ACKNOWLEDGEMENT
SUB-MODULES PROVIDED BY CLIENT
MARKETING
ADVERTISING LETTER
SEARCH ON ADVERTISING LETTERS
PRINT ADVERTISING LETTERS
PRINT ADVERTISING LABELS
DEALER ADVERTISING JOURNAL
DEALER ADVERTISING ANALYSIS
INVENTORY
INVENTORY BY STOCK NO.
INVENTORY BY V.I.N.
INVENTORY BY VEHICLE YEAR
INVENTORY BY MAKE & MODEL TYPE
INVENTORY BY RECEIPT DATE
INVENTORY BY LOT NO.
VEHICLES
VEHICLE OPTIONS SHEET
WHOLESALE INVOICE
INVOICE PRINT
IMPORT / EXPORT
INVENTORY REPORTS I
INVENTORY REPORTS II
F & I
INSURANCE TABLES
FINANCE TABLES
WARRANTY TABLES
PACKAGE TABLES
OTHER TABLES
QUICK QUOTE
ADD CUSTOMER
EDIT CUSTOMER
CONTRACTS
PRESENT VALUE CALCULATION
FUTURE VALUE CALCULATION
APPOINTMENTS
MODULES AND TRAINING ACKNOWLEDGEMENT
SUB-MODULES PROVIDED BY CLIENT
PARTS
PARTS FILE
PARTS RECEIPTS & WITHDRAWALS
PARTS SEARCH & INQUIRY
RE-ORDER REPORT
EXCEPTION REPORT
PURCHASE ORDER ENTRY
RECEIVING CONFIRMATION
PURCHASE ORDER REGISTER
PARTS RETURN ENTRY
INVENTORY ADJUSTMENT ENTRY
PARTS & PURCHASE ANALYSIS
PARTS ANALYSIS
PURCHASE ANALYSIS
TREND ANALYSIS
INVENTORY REPORTS
BIN LABELS
AGED INVENTORY VALUE
EXTENDED INVENTORY VALUE
INVENTORY RANKING
NEGATIVE INVENTORY ON HAND
UNPRICED INVENTORY ON HAND
NO BIN INVENTORY ON HAND
PHYSICAL INVENTORY
INITIALIAZATION
COUNT SHEETS
INVENTORY ENTRY
EXCEPTION REPORT
SHRINKAGE REPORT
UPDATE INVENTORY
CANCEL PHYSICAL INVENTORY
IMPORT / EXPORT UTILITY
MODULES AND TRAINING ACKNOWLEDGEMENT
SUB-MODULES PROVIDED BY CLIENT
ORDERS
COUNTER SALES
OPEN INVENTORY INQUIRY
HISTORY INVOICE INQUIRY
CASH RECEIPT ENTRY
CASH RECEIPT JOURNAL
INVOICE REGISTER
INVOICE OVERRIDE REGISTER
INVOICE VOID
INVOICE REPRINT
INVOICE COPIES
INVOICE ENTRY
FILE MAINTENANCE
INVOICE NUMBERS
PRICE LEVEL CODE
TABLES
DEALER FILE
SALES MANAGER FILE
VEHICLE IDENTIFICATION NUMBER
PROVINCE & STATE FILE
SALES PERSON FILE
COMMENTS FILE
CITY, PROVINCE, POSTAL CODE FILE
SERVICE MANAGER FILE
HOLIDAY FILE
SERVICE ADVISOR FILE
SERVICE TECHNICIAN FILE
SUPPLIER FILE
CURRENCY FILE
MODULES AND TRAINING ACKNOWLEDGEMENT
SUB-MODULES PROVIDED BY CLIENT
LEDGER
JOURNAL ENTRY
G/L ACCOUNT MAINTENANCE
G/L SUB-ACCOUNT MAINTENANCE
INTEGRATION FILE
MONTH-END PROCEDURE
YEAR-END PROCEDURE
GENERAL LEDGER REPORT
TRIAL BALANCE SHEET
BALANCE SHEET
P/L STATEMENT
MANUFACTURER P/L STATEMENT
BANK RECONCILIATION
TAX REPORT
CHEQUE PRINTING
ACCOUNTS RECEIVABLE
INQUIRY (A/R)
INVOICE ENTRY (A/R)
INVOICE JOURNAL (A/R)
RECEIPTS ENTRY
RECEIPTS BY CHEQUE NUMBER
RECEIPTS BY INVOICE NUMBER
RECEIPTS ADJ. & DISCOUNTS
A/R BY CUSTOMER
A/R BY INVOICE NUMBER
STATEMENTS
CUSTOMER FILE (A/R)
SHIP-TO
MODULES AND TRAINING ACKNOWLEDGEMENT
SUB-MODULES PROVIDED BY CLIENT
ACCOUNTS PAYABLE
INQUIRY
INVOICE ENTRY
INVOICE JOURNAL
PAYMENT ENTRY
PAYMENTS BY CHEQUE NUMBER
PAYMENTS BY INVOICE NUMBER
PAYMENTS BY G / L
PAYMENT ADJ. & DISCOUNTS
COMMISSION REPORT
COMMISSION ADJ. ENTRY
A / P BY SUPPLIER
A / P BY INVOICE NUMBER
VEHICLES PURCHASE ENTRY
CHEQUE PRINTING
PAYROLL
PAYROLL ENTRY
PAYROLL JOURNAL
PAYROLL CHEQUES
INFORMATION SHEETS
PAYROLL MONTH-END
PAYROLL YEAR-END
EMPLOYEE REPORTS
EMPLOYMENT CONDITIONS
VACATION PAY
EMPLOYEE T4
PAYROLL TABLES
EMPLOYEE TABLE
SYSTEM
ID CODES
MONTH-END
YEAR-END