Phrases assosiated with Kerridge Autoline

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Customer account creation

Batch input of invoices and credit notes

Production of miscellaneous invoices and credit notes

Take Deposits

Sales Ledger cash posting

Daily Banking

Bank Reconciliation

Invoice Register Functionality

Cheques & Remittances

Reports & Enquiry facilities

Period End Options

Set up Cost Centres and Expense Codes

Nominal Journal Functionality

Nominal Enquiries

Significant Balance Sheet Accounts

Nominal Reporting

Daily/Weekly/Monthly Checklists

End of Day Reports

Going Live on Autoline

Asset Register Module

Accruals and Prepayments Module

Management Accounts

Cost Centre Splits

Suffix Look Up Codes

VAT Options – Enquiries & Reporting

Period End Routines

Vehicle Stockbooks

Sales Ledger

Purchase Ledger

VAT Period End

Nominal Ledger Period End

Nominal Ledger Year End

Overview of Franchise Data module and highlight the key accounting aspects of this module.

Create a New vehicle stock record and take it through its lifecycle to invoicing to a customer.

Look at the accounts postings created at each step of the vehicle ordering and selling processes.

Discuss the Master Posting Table and its role in the vehicle accounts postings.

Discuss the Detailed Posting Tables and their role in the accounts postings.

Process some actual costs onto the vehicle record.

Discuss the standard Vehicle Stock Book reports.

Discuss the Vehicle Stock Book reconciliation report.

Nominal Ledger, transactions & enquiries

Sales and Purchase Ledger account creation

Batch input of invoices and generation of miscellaneous invoices

Entering documents on the Purchase Ledger, inc Invoice Register

Sales and Purchase Ledger Cash posting

Bank Reconciliation

Cheque & Remittance runs

Statements

Debtor and Creditor control, transaction displays

Reports & Enquiry facilities

Module introduction

Creation and management of:

A Franchise

Model codes

Variants

Colours & trims

Factory & Dealer Options

Non-recoverable Cost Options

Warranty Schemes

Building vehicle specifications together for use within Vehicle Administration

Copying vehicle specifications to correspond with manufacturer pricing structure

Pre-live considerations

Stock record introduction

Creation, amendment and maintenance or records

Stock profile

Purchase order creation and submission

Purchase order receipt and verification

Interface with Manufacturer Systems

Interface with Point of Sale

Reports and Enquiries

Pre-live considerations

Purchase order creation and submission

Purchase order receipt and verification

Interface with Manufacturer systems

Interface with Point of Sale

Reports and enquiries

Stock checking procedures

Reports and enquiries

Interrogating the workshop diary

Creating service bookings

Producing Jobcards

Producing Invoices and Credit notes.

Cash handling and control

Controlling courtesy cars

Interface with CRM module

Interface with vehicle administration

Bodyshop routines

Subcontract routines

Front counter invoices and credit notes

Workshop issues and reversals

Cash handling and control

Interface with Purchase Control

Stock checking procedures

Kits and Assemblies

Multiple supersessions

Imprest stock

Housekeeping routines

Reports and enquiries

Parts pricing control

Interface with Accounts system

Interface with Marketing

Point of Sale parameters and controls

Reports and enquiries

Creating service bookings

Producing job cards

Producing Invoices and Credit notes

Cash handling and control

Controlling courtesy cars

Interface with marketing system

Interface with Vehicle Administration

Bodyshop routines

Sub-contract purchase routines

Module introduction

Labour pricing control

Interface with Accounts system

Point of Sale Parameters and Controls

Subcontract verification

Reports and enquiries

Module introduction

Creation and maintenance of resources, resource groups and calendars

Explanation of system controls

Explanation and operation of use within the Point-of-Sale module

Technicians - clocking on/clocking off routines

Tracking of vehicles through workshop

Automatic costing of repairs

Use as a diary system

Operation of time clocks

Record maintenance - selection, creation, amending and linking - companies, targets, vehicles

Creating, printing and follow up of contacts

Satisfying and chaining of contacts

Letters - Standard and Bespoke

Complaint procedures

Target satisfaction index

Standard reports

Ad-hoc enquiries

Miscellaneous options

Record deletion

Managing your CRM Desktop facility

Searching CRM records

Creation of customer, company and vehicle records and understanding their relationships

Recording of extra customer information

Using audit control to manage amendments to CRM records

Reviewing CRM customers within the CRM desktop

Running database cleansing reports

How to delete CRM records

Assistance with minimum standards in CRM record creation

Prepare for the Kerridge consultants visit (CRM Setup) if required

Creation of contact type codes

Composing the mailshot letter

Advanced Ad-hoc record selection

Manipulation of customer records before sending

Different methods of printing letters

The creation of contact history from the mailshot

Dealing with duplicate letters

Sending labels

E-mail and SMS campaigns

Exporting CRM records for use within Microsoft Products

System maintenance - altering sales executives, updating CRM record defaults, deleting letter batches and looking at file usage statistics

Setting mandatory/advisable fields

Setting up location security

Miscellaneous options - department codes and other vehicle links

Explanation of system parameters

Setting up user acccess control

Setting up statistics views

Setting up team managment

Building spend analysis

Setting mandatory/advisable fields

Setting up location security

Miscellaneous options - department codes and other vehicle links

Explanation of system parameters

Setting up user acccess control

Setting up statistics views

Setting up team managment

Building spend analysis

Writing reports using a basic Wizard

Writing basic reports without using the Wizard

How to set different formats in the report

Selecting CRM records for reporting

Different report output methods including Printing and Exporting

Label printing

Creating contact history for selected CRM records

Using specific CRM Derived Field calculations for more advanced reporting

Setting up and using prompts within reports to give flexibility to the selection criteria

Exporting data for use within Microsoft Products

Module introduction

Maintenance and creation of customer records

Product enquiry - recording customer's vehicle requirements

Quotations on new and used vehicles

Recording trade-in details with valuations

Creating Salesperson settings

Building Sales team maintenance

Documentation to aid installation on site

Basic report construction

Formatting of reports

Selection criteria

Production of printed or screen based reports

Letter printing

Calculation of derived fields

Use of prompts

Key Path structure and use

Drill-down reporting

Basic report construction

Formatting of reports

Selection criteria

Production of printed or screen based reports

Compilation errors

Calculation of derived fields

Use of prompts

Batch reporting and scheduling

Accessing help files

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