Autoline - Parts

Point of Sale - Operations

Full integration with Service Point of Sale, CRM, Vehicles and Accounts modules

Prices & discounts determined by product code, customer category and source of parts e.g. stock, VOR, etc.

Special price campaign facility with 'from - to' effective dates

Prioritised Max/Min margin control (warning/inhibitor) by product group

Stock transferred to main stock location by transfer received order facility - with WIP being automatically updated

Additional text from parts record can be added to WIP

Facility for mandatory customer order no. on nominated accounts

Parts search by partial part no., description or word search

User ID stored per transaction

Returned parts from Service department printed on requisitions

Up to 5 management reports launched per terminal within Point of Sale function

Parts reservation for customer facility for both parts and service

Picking slip and van route control for parts warehousing operations

Automatic back-order creation for stock order, VOR and collect lines

Up to 36 months parts movement history retained

Variable layouts for:

• Invoices and credit notes
• Picking slips and requisitions
• Estimates and notifications

KPrint integration for document design and production via plain paper

Aftersales statistics with drill-down

Option to convert all 'Reserved' status lines on a WIP to 'Picked' status

Line number has been added to search criteria within the confirm picking notes routine

Features within the WIP search routine include WIP creation date search, sort by creation date and refine search by department

User ID and terminal number are displayed on the error message when a vehicle record has been locked by a user in CRM

Creation date of WIP is now displayed on the order tab

Department code displayed within the 'other jobs exist' form

Facility to specify individual VSB repair accounts for new and used vehicles as a default by franchise

Parameter to determine the retention days of WIPs that have no relevance because all lines have a deleted status

Global 'allow fixed prices' applied at customer level

Facility to add the 'to follow' items to delivery notes and requisitions

Parameters for 'default mechanic' and 'default load status' can now be separated for use within the auto-complete facility for labour lines

Facility to ensure the 'allowed time' field in additional labour lines within a WIP is completed

Additional characters available for the descriptive text associated with the five user-defined reports

Point of Sale - Accounting

Option to consolidate multiple deliveries into single invoices

Credit limit check at start of enquiry and before invoice print (incl. current invoice)

Account invoice control with update to Accounts Receivable

Cash sales control with multiple payment facility, change calculation and till summary report

Facility to enter credit card, debit card and cheque numbers against payment amount

Contract pricing for labour and menus

Full cash deposit control

Point of Sale branch specific Sales Ledger acount parameters

Facility for Cash-On-Delivery (COD) accounts

Inter-branch transfers with automatic update of request/receipt on source/destination branches, with full postings at cost to General Ledger

Credit notes linked to original invoices, ensuring identical pricing, 'one-time' credit and analysis of reason for return

Exchange unit surcharge stock and returns control

Maintain consecutive invoice sequences using 'special document numbering' parameter which stops loss of document numbers in the event of a system crash (this has been added to support the requirements of some non-UK markets)

Stock Management

Multi-company, Multi-branch and Multi-franchise

Up to 9 stock locations per part, per warehouse

Stock valuation by weighted average, last purchase, latest replacement or standard cost and retail price

Inter-branch stock ordering and delivery advice notes

Stock quantities recorded by decimal points

Inter-branch stock ordering and advice notes

System generated maximum & minimum re-order levels based on average demand, lead times, period between orders and re-order category based safety coefficients

Automatic reclassification of reorder categories

Facility to prevent stock becoming negative

Parts stock file access fully integrated within all Point of Sale functions

Enhanced zone picking and van route control

Automatic price updating

Full manufacturer's price file 'on-line' for new parts. Subject to the necessary manufacturer files being available

Parts supersession control, including multiple and repeat supersessions

Full exchange unit surcharge control and accounting

Lost sales recording, history and analysis

Full movement transaction history of sales, purchases & adjustments on each stock card

Full analysis of outstanding purchases and customer backorders on each stock card

User-defined tables for franchises, branches, product groups, units of measure, etc.

Colour graphical display of demand history on each stock card

Daily operating control analysing sales by product group by sale type, purchases by product group by order category and showing stock increase/decrease

Standard reports, produced by Report Generator, incl. stock valuation, bin price lists, outstanding purchase and customer back-orders, stock age analysis, etc.

'Show parts with variance only' check box will display parts that show a variance to the original frozen stock quantities

WIP number field displays the GRN number to help trace stock movements for purchases

Stock Checking

Suitable for full annual/bi-annual, range from-to part/bin number, or structured perpetual inventory by bin location

Perpetual inventory modelling by classification

Perpetual class 12 month performance history for audit control

Integrated 'rough sheets' facility for unknown items

Input either by page no. (initially) or by part no. (recounts) and option for 'blind' input. Immediate variance reporting

Interim full or partial variance analysis on demand

User-defined count sheets and variance reports

Full integration with the General Ledger for adjustments and/or write-off

Transaction audit facility covering sales, purchases and transfers via General Ledger or stock file

Multiple stock check file supported - several concurrent partial stock checks can now take place separately

Purchase Control

Full integration with accounts

Suggested stock orders with merge and edit control prior to transmission

Stock, VOR and local supplier 'collect' order control

Order down-load to manufacturer without re-keying (subject to the appropriate manufacturer interface being in place)

Receipts by exception or line-by-line, or manufacturer supplied EDI (subject to availability)

Automatic customer back-order allocation on receipt

Parts 'best buy' facility

Special cost prices with 'from-to' effective dates

Foreign currency buying with 'build-up' cost including shipping, duty, wharfage, etc.

Verification of suppliers invoice after goods received with variance write-off

Direct access from Point of Sale modules

Ability to search by 'short name' alongside searching by account to accelerate the identification of purchase orders

Product field is now highlighted on order lines that have a current special buy price

Purchase orders now shows status 'P' for printed once they have been submitted to the supplier

Superseded from and superseded to information shown for parts on order

The line number has been added to the purchase control grid as the first column

Surcharge values are displayed separately in an order where parts lines with a surcharge exist

Facility for exclude function within re-order categories to use up to 26 different characters within the generate stock order routine

Purchase order line numbers shown in 'toggle items in list' form within the transfer receipted stock routine

Grids can be sorted by purchase order/GRN number order when using the line matcher facility within invoice verification

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