Tecconex consultants

2009-09-07T01:20:00.000-07:00

Visual Reporting software:

* Pie charts, bar graphs, KPI indicators, 'Speedometer' style gauges
* Autoline compatible
* Single or multi PC
* Up to 30 differnt reports displayed at a glance
* Recalls data from any location
* Drill down facility to display specific information
* Links for web based reports

Now available!!

Visual Reporting Software

Phrases assosiated with Kerridge Autoline

2007-12-20T03:49:00.000-08:00

Get Autoline Help here
*New* order Kerridge/ADP Autoline reports on line!

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

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Kerridge Autoline

2007-12-19T02:29:00.000-08:00

ADP - Kerridge Autoline Dealer
Management System

Kerridge - ADP Autoline - Introduction

Visit us at TecconexSolutions.com
for UK and Middle East Consultancy

Office CCMS

Showroom

Autoline is widely regarded as the
most comprehensive, and fully
integrated system, for the retail motor
industry and associated trades. More
than a quarter of a century of
continued commitment and work has
developed a reliable and complete
product. There are in excess of four
thousand installations active in more
than thirty countries.

Autoline has gained extensive
recognition and endorsement from many
major car and commercial vehicle
manufacturers and is one of the most
widely approved systems in the world.

A focused and scalable product,
Autoline suits all types of outlet; from
single site specialist dealers to
multi-franchise groups with a number of
locations. It is tailored to suit individual
requirements with a wide range of
interface and file transfer facilities to
link dealers to manufacturers, importers
and other third party systems.

One of the most significant
developments in Autoline is the CRM
module, which sits at the heart of the
system. This allows a business to hold
extensive information about their
customer base, giving the user a more
informative view of each of their
customers. Parameters and access
control settings have been enhanced to
provide increased functionality via the
new 'My Desktop' front page access.
This provides a clearer and more
comprehensive tool to navigate around
the system.

ADP has now introduced a number of
important changes to the Bodyshop
Management module, providing additional
facilities to improve repair productivity,
loan car management and the overall
bodyshop performance.

Using Autoline

Autoline comprises more than twenty core modules with each one designed to
benefit businesses, staff and customers. The system helps to operate a
business efficiently in a process controlled environment, whilst allowing for
high standards of customer service to be achieved.

Autoline is a tool that is completely geared towards supporting the
management team in both planning and decision making, allowing them to
utilise the considerable power of an advanced dealer system to trade
profitably and achieve business objectives whilst striving for long term success.

Using Autoline is about...

Harnessing an 'information powerhouse'

The secret to getting the best from the Autoline system is to utilise the value
of the vast amount of information that it stores, processes and passes
throughout the modules. The tools available are immensely powerful, capable
and easy to use.

There are endless opportunities to measure, compare, analyse and report. The
scope is limited only by the user's understanding of business needs coupled
with creativity and imagination as to how to resolve each requirement.

Deploying best business practice

The Autoline system has been finely tuned to help a dealership operate in the
most effective way, using best business practice. In every department, the
processes taken care of by Autoline ensure the smooth and logical flow of
transaction detail. Equally, tasks involving manually handled data integrate into
Autoline's well-developed disciplines and operations.

Applying advanced technology

Balancing continuity and consistency with progressive evolution and new
technology is a never-ending objective facing the Autoline development team.

The system has been developed using the most appropriate programming
techniques to allow the production of efficient, high performance applications.

Recent introductions incorporate many aspects of web-based tools for internet
and e-mail applications together with SMS messaging. Other notable advances
include electronic forms and documentation, archiving facilities, Wizard
functions in key areas and the integration of third-party services.

Developing competitive advantage

Staying ahead of the competition is a continuous challenge facing every
dealership. Exploring the potential of Autoline is a key element to operating
the business more successfully and looking to stay ahead of the competition.

It is important to understand the value of each customer to the business
how much they spend on vehicles, parts and servicing and what they buy.
Use Autoline to explore opportunities that could help direct a greater share of
motoring budgets into the business.

Using the integrated system to control trading operations

A dealership involves the management of a considerable investment; it is a
complex business unit to operate and to control.

To safeguard each element, be they assets or liabilities, it is essential to
ensure that every transaction is processed accurately and efficiently.

An important benefit of Autoline is its seamless capability to produce fully
validated and timely financial and management information. This can be
completely relied upon for decision making and business development.

Becoming more efficient and pro-active

Even in a busy retail dealer environment many customer-facing opportunities
will only have arisen from a considerable amount of time and investment,
often built over a long period of time. Because of this, it is essential to use
every opportunity to its full potential, maximising both the customer
relationship and commercial benefits.

An important development in the latest Autoline system is an Aftersales
‘Wizard’ that helps the easy and efficient up-selling of additional related
products and services. Every aspect of the CRM tools is focused on a
complete visual presentation of each customer's profile in order to closely
match their needs with the appropriate ‘solution’.

Autoline has numerous elements that help to provide good customer service
and support the delivery of products and services from every department.
More importantly, Autoline is structured to free up operational staff from
repetitive programmed tasks to allow more time for customer contact and for
such contacts to be handled according to individually defined preferences.

The system's database facilities, its communication tools and
highly-developed processes are intended to be equally beneficial for the
customer to their 'experience' of the business, and for the user to use the
system to deliver the 'experience'.

Growing the business towards success

With nearly thirty years of sustained progression, Autoline has played a key
role in the success that its users have enjoyed. The volume and value of
transactions, for parts, service and vehicles, that have passed through its
integrated modules runs into millions. The number of business decisions that
have been influenced by Autoline have had such a marked economic benefit
that is impossible to calculate.

The secret to achieving success in today's highly competitive retail automotive
environment is using Autoline in a way that suits each enterprise. The real
opportunity remains in the hands of the individual, as an operator, manager or
business owner. The freedom and choice to explore and manoeuvre the
system is the vital ingredient only available to those who invest in Autoline.

Autoline - The fully integrated system

Showroom

This key area of the business benefits
from a simple user-friendly tool that
helps to make vehicle sales activities
more efficient, enabling greater
profitability to be achieved.

CRM

Everything that the dealership does
relates to its customers buying and
selling, recording and communicating.
Maximising opportunities, developing the
business and being professional retailers.

Vehicle Administration

Each stock unit, new or used,
represents a highly complex array of
transactional operations. These have to
be completed according to a
well-disciplined process to handle
purchase, stock control and sale.

‘Full integration offers extremely tight financial, marketing
and administrative links between the entire Autoline module suite.’

‘The highly developed structure enables the business to operate as
efficiently as possible and maintaining absolute control of the business
assets and its trading activities.’

Point of Sale

The aftersales business is critical to a
modern dealership. Every element,
flows from the customer's initial
enquiry through to invoice. Stock
control, accounting and labour
operations complement each other,
working together in harmony.

Stock Management

Multiple transactions, sales, orders and
purchases are all in a state of constant
change. Ensuring that optimum stock
levels are kept and giving good service
alongside ‘just in time’ principles is vital.

Accounts

The essence of an integrated system is
to be able to have a finger on the
financial pulse and consistent
confidence that all information is
correct to the level of detail required.

Customer Relationship Management
‘CRM’

My Desktop

One of the most significant recent developments to the
Autoline system is the introduction of the new 'My Desktop'
front page access. This provides a much clearer and more
comprehensive tool to navigate around the system allowing
users to manage their day-to-day tasks from one central
point in the system.

My Shortcuts

All shortcut options are displayed for each user, based on
their user access control settings

Blank Enquiry

Access to Showroom to create a vehicle enquiry for an
'unknown customer'

Customer Enquiry

Access to Showroom to create a vehicle enquiry for an
'identified customer'

Quick Start

Access to Showroom to create a vehicle enquiry.
Alternative start points focus on trade-in vehicle and
monthly repayment

Blank WIP

Access to Point of Sale to create a new Work In Progress
(WIP) for an 'unknown customer'

Customer WIP

Access to Point of Sale to create a new WIP for an
'identified customer'

WIP Wizard

Access to Point of Sale to create a WIP including optional
up-sell functionality

WIP Search

Access to search option within Point of Sale

Workshop

Access to Workshop Loading within Point of Sale

‘It takes a lot of time and effort to bring new customers into the business.
It is vital to keep them with you and build long-term profitable relationships.’

My CRM

My Tasks

-User diary with a daily or weekly view
-User's follow-up (including overdue) contact reminders
-Drill-down option to access through customer record
-E-mail facility
My Customers

-Customers allocated to user available via 'My Customers'
-Sort options to view customers
-View customers by listing or business card format
-Up to 27 user-definable buttons for graduated
customer search
-Up to 4 user-defined filters to select customers in
specific categories
-Preferred phone number highlighted
-Drill-down facility
My Enquiries

-Displays user's open showroom enquiries

-Sorting by date
-Filtering by status
-Drill-down facility
My WIPs

-Displays all WIPs allocated either to specific user or to
user's branch
-Filter/sort by WIP number, date due-in, vehicle licence
number and/or WIP status
-Drill-down facility
Today's Performance

-Outstanding contact follow-ups, highlighting any overdue
-Current showroom activity
-Contacts actioned today
-Provides access to display details of multiple sales persons
for managers using team structures and
permissions/security
-Drill-down facility
Statistics

-Statistical information regarding functional activities,
shown in either grid or pie chart format
-Display of quantitative or value (sales/margin) details
-Variable period selection (today, yesterday, last week,
last month)
-Displays event ratios (enquiries to test drives, orders, lost
sales, etc)
-Pre-defined management information
-Drill-down facility to specific contact or showroom
enquiry/WIP
-Access to display and hierarchy teams
-User-definable statistic views
Database Management

-Access via any system menu by single key-stroke
-Integration to Showroom, Vehicle Sales, Service and Parts
Point-of-Sale, Vehicle Rental and Accounts modules,
allowing real-time update of department contact and activity
-Telephone, mail, fax and e-mail preference services
fully supported
-CRM field completions can be made advisory or mandatory
-Additional user-defined data structures at company,
customer and vehicle level, together with associated
screens/reports
-User-defined codes for departments, contact types,
lifestyle, socio-economic, sources and types of business,
company, customer and vehicle statuses, company
positions and fleet categories
-Contact recording with subsequent follow-up control via
on-screen contact management, with sales manager's
on-screen summary of performance and overdue contacts
-Customer 'case files' fully integrated to Showroom CRM,
Vehicle Sales, Service and Parts Point of Sale, Accounts
and Daily Rental modules
-Link document archives, either outbound (automatically) or
inbound (via scanned in documents) to contact
history records
-Database cleansing reports assisting with maintenance of
raw data, plus a facility that identifies duplicate data from
customer, company and vehicle, including history, sales
analysis, outstanding showroom enquiries and WIPs, either
by using a pre-defined method or user definable search
-Additional permissions and security features to allow
hands-on maintenance or 'display-only' access by
different users for various departments and locations
within the database

-Database auditing can track changes made to any field within
the CRM record

Customer Relationship Management

‘CRM’

Record Structure

A combined database for new business prospecting, existing
customer contact and customer retention, featuring
extensive data search facilities.

-Three-relational record structure comprising of companies,
customers and vehicles. Unlimited relationship capacities
suit both corporate fleet businesses and private customers
-Company data, providing
~ Contact details
~ Source and type of business
~ Vehicle fleet details
~ Purchasing parameters
~ Sales analysis
~ Link to customer/vehicles
~ Country code
~ Optional integrated telephony
~ Company web site address and optional link to web site
~ Sales Ledger account

-Customer data, providing
~ Contact and addressing details

~ Best ‘time to call’ options

~ Sensitive customer flag (VIPs etc)

~ SMS, e-mail and fax facilities

~ Integrated telephony - optional with CCMS module

~ Source and type of business

~ Loyalty card details

~ Courtesy car entitlement

~ Language flag - customer preference

~ Contact person, customer status and mailing status per

department by branch

~ Telephone and mail protection indicators

~ Consolidated summary screen

~ Link to companies/vehicles

~ Complaint monitoring

~ Contact Wizard

~ Document archiving facility - inbound and outbound

~ Contact, Vehicle and Customer summary with

drill-down facility

~ Additional lifestyle and socio-economic information

~ Satisfaction surveys/analysis

~ Sales Ledger account

~ Spend and/or sales analysis

~ Quotations history

~ Bespoke departmental letters

~ Customer activity details for enquiries and WIPs

~ System parameter to allow user amendments of

contact notes

-Vehicle data, providing
~ Nominated branch(es) for sales and service retention

~ Sales and service follow-up/retention details

~ Service and MOT test history linked to archived

copy documentation

~ Service history drill-down facilities

~ Update mileage (parameter controlled)

~ Immobiliser details

~ CO2 details

~ Accident damage information

~ Warranty and finance information

~ Change of ownership recording

~ Cherished number plate support

~ Link to companies/customers - sales, aftersales and

driver contacts

Campaigns, Direct Mail and Analysis

-User-defined letters and selection criteria for marketing
campaigns and aftersales follow-up, using an integral RTF
(Rich Text Format) editor to provide PC-based word
processing tools
-Add additional fields from the company record when
creating a letter using the RTF editor
-Facilities to aid tele-sales and tele-marketing
-User-defined CSI questionnaires and performance analysis
by group integrated with telemarketing, with multiple
questionnaires for each department, providing analysis of:
~ Customer and company satisfaction levels
~ Departmental performance
~ Individual sales person performance
~ Cross reference comparison
~ Facilities for written or telephone satisfaction surveys
-Full sales analysis by company, customer, vehicle, sales
person, department, source of business or type of business
-Daily, month-to-date and 24 months itemised history of
gross sales value, discounts, cost-of-sale, units and profit
with user-defined product structure
-Spend analysis feature provides transaction history for
each customer
-Contact history analysis by sales person, department, and
branch at an individual contact type or contact group level,
providing conversion ratios and comparative performance
-Document archiving of bespoke RTF letters
-User-defined extract via Report Generator, Campaigns and
Ad-hoc enquiries to provide sales and retention opportunities

“The CRM module is an immensely effective tool to
develop the future of the organisation.”

Showroom

‘Revolutionising the process of the
customer buying a new or used vehicle.’

This Autoline module provides a customer-facing controlled
vehicle sales process - 'Point of Sale for the Showroom'

The sales enquiry

-Access to Showroom through CRM
-Additional customer data entered via Showroom (vehicle
required, potential trade-in, additional personal information
etc) automatically updated in CRM
-Access to new and used vehicle stock, new vehicle
specifications and price lists through Franchise Data
-Selection by franchise, model, body style, fuel type, door
configuration, transmission, engine c.c, CO2 rating, bhp,
mileage, features, price and repayment and colours
-By specific model/variant up-selling of:
~ factory or dealer fitted options
~ special paint/trim combinations
~ extended warranties
~ insurance
~ option packs
-Facility to process an enquiry through a pre-defined
sequence (using a wizard technique) or in any order
through the enquiry builder
-Multiple vehicle pictures can be used in a carousel mode
as the enquiry progresses

-Number of outstanding contact follow ups automatically
displayed when between specific enquiry events
-Multi-location/branch vehicle stock search, subject to
operator permission
-Notes pages
Trade in details

-Entry of up to three trade-in vehicle details, including offer
price, stand-in values, finance settlement(s) and cash back
-Previous trade-in valuations by other sales people/branches
can either be displayed for reference or mandated for use
by subsequent sales people
-Trade-in values assisted via optional integrated CAP or
Glass's Guide data
-Trade-in process can be divided into two sections with
valuation requests passed on to another authorised user
-user parameter driven
-System parameter to control trade-in details
-Enhanced discounting function based on cost to change
- Optimisation of discounts/over-allowances to minimise VAT
on margin
Financials

-Calculation of finance proposal, including credit insurance
for HP, HP with balloon or PCP/lease purchase
-Comparison of up to three finance calculations side-by-side
at one time
-Finance optimisation - including rate variations, one
payment up-front, ‘high pencing’, written down trade-in
vehicle(s) etc.
-Ability to take deposits and print receipts

-Ability to link vehicle deposits taken within the Showroom
process without having to utilise the print order routine
Confirming the order

-Vehicle orders have to be accepted from Showroom into
Vehicle Administration before invoice is raised
-Facilities to print quotations and/or order forms via KPrint
-Ability to print picture of vehicle (if available), deposits
paid and outstanding deposits on final quotation/order. NB.
KPrint is required for printing
-Description of the discount used within the purchase
summary screen
-Facility to allocate the new vehicle registration number at
the time of order confirmation
-Ability to input a registration number into the trade-in tab
within the customer extra details
-General enquiry details shown on final summary screen
-Creation of separate purchase order for direct used vehicle
purchases (non trade-in)
Sales Management

-Ability to extract Experian XML data into the Autoline
System parameter to control user priorities to record a lost
sale or cancel a previously accepted order
-Switchable 'coded' profit status bar
-Enhanced lost sales recording
-Up to five last enquiries displayed
-Demonstration booking and process facilities - booking in
advance, commencement, completion, satisfaction rating
-Facility to link sales aids to specific options or stages in
the process, including URL to web pages, PowerPoint
presentations etc.
-Password protected automatic locking of workstation
option, which is similar to the ‘screen saver’ option
-Showroom Enquiry history and recall via CRM
-Showroom Enquiry activity updates CRM records
contact/follow up history
-Facility to ensure the selling of insurance products comply
with the FSA regulatory requirements

Vehicle Sales and Administration

Purchasing

-Multi-company, multi-branch and multi-franchise
-Integration to General Ledger, Accounts Receivable and Payable, including used
vehicle finance settlement creditors
-New and used vehicle control suitable for cars, light commercials, trucks,
motorcycles, caravans, agricultural units, trailers and plant and equipment
-Extensive build specification facility
-Status of multiple accounts and user-defined progress codes to cover vehicle
process stages
-User-defined purchase order types
-Self-billing invoices for used vehicle direct purchases and trade-ins
-Facility to monitor HPI check and independent mileage verification
- Capacity for free format notes on features and condition of used vehicles
-Link for vehicle sales information to be downloaded manually or automatically to
an Internet site

Franchise Data

-Full franchise data of makes, models, variants with factory-fitted options, generic
and detailed colour and trim combinations, options inclusion/exclusion control,
dealer-fitted accessories, extended warranties, CO2 emissions and model
analysis, etc.
-Franchise data import from third party suppliers
-Multiple pictures loaded behind Franchise Data variant and used vehicle records
-Allocation of manufacturer reference numbers, prior to chassis number allocation,
build and release dates
-Ability to calculate variable Road Fund Licence (RFL) and Vehicle Excise Duty
(VED) within Showroom and vehicle administration, in line with legislation
regarding the CO2 levels
-Selection criteria within the copy options wizard to allow the selection of all
options, a specific type or multiple types to copy in one go
-Flag within option record for document formatting to print the option on
Showroom or VSB documents
-System parameter to determine user priority required to utilise the edit function
within the build specification program
-Enhancement to allow a user to access a program in display mode when another
user is in the same program in edit mode
-Field for the immobiliser code
-Indicator within the Franchise Data variant record, the new and used vehicle
administration records and the CRM record to specify whether a vehicle is a
left-hand or right-hand drive
Cost/Profit Analysis

-Individual line by line specification of each invoice item and non-recoverable cost,
showing sales value, VAT/sales tax amount and estimated and actual cost
-General Ledger analysis summary with up to 15 recoverable and 15 non-recoverable
user-defined cost headings

-Facility to post estimated costs to the General Ledger, pending actual costs
-Inter-company and inter-dealer transfer facilities and postings for consigned
and adopted units
-Estimated cost of preparation work can be used as an invoice value limit from
Aftersales - parameter driven
-Facility to monitor finance commissions and bonuses on an individual unit basis ‘The ADP development team

-Late cost control with user-defined cut-off on estimated costs
-Full reconciliation of General Ledger balance sheet accounts to Vehicle world’s most comprehensAdministration records
-Monitoring of actual versus estimated profit by vehicle purchasing, stock control
-User-defined profit, bonus and commission reports via Report Generator
-Full VAT/sales tax on margin control for used vehicles
-Independent accounts status and sales administration progress codes allowing
'dual control' of the transaction

Stock Control

-Full integration to CRM database for both new and used vehicles. Automatic
update of vehicle record in CRM when amendments are made to the registration
number and/or the first registration date after a vehicle invoice has been produced
-Full integration to General Ledger via user-defined posting tables, with model
analysis if required
-Vehicle stock search function
-Full integration to service and bodyshop or new/used vehicle preparation
departments, to ensure correct allocation of internal charges
-Capacity for key numbers, immobiliser code, engine number and radio/CD
security codes
-Vehicle stock checking details for each individual unit
-User-defined previous vehicle usage codes
-Accident damage codes
-Multiple branch analysis of purchased by, stocked at and sold from
-Chassis number displayed on vehicle definition page
-Supporting log file of individual transactions showing changes in financial values
and vehicle progress
-Vehicle preparation requests to Service and Parts Point of Sale
-Improved demonstrator transfers
-Facility to transfer factory-fitted options between vehicles
-Outside supplier purchase order control for sub-let vehicle preparation
-Build schedule diary for monitoring movement of vehicle between receipt from
supplier and delivery to customer dates
-Used vehicle and demonstrator write-down facilities using third party data
-Full inter-company transfer facilities and stock visibility
-Option to view product notes after a vehicle has been invoiced
-Account status and progress codes for a trade-in vehicle is shown on the finance
details screen
- Facility to search for options while amending the specification of a vehicle
-Ability to pre-select a department when pushing lines to Point of Sale
-Option to override the VAT code on all vehicle specification lines
Sales Administration

-Full integration to Accounts Receivable and Payable, General Ledger, Showroom
and CRM modules
-K>COM electronic commerce interfaces for new and used vehicles (optional)
-Demonstration bookings facilities
-Vehicle deposit receipts and recording
-Automatic download of accepted customer orders from Showroom
-Separate dates for tax-point, registration and delivery
-User-defined sale types with posting analysis to the General Ledger
-Capacity for up to four sales executives to share one sale
-Up to 3 trade-in vehicles linked to any one new or used sale
-Full deposit control and allocation
-Customer order/reference numbers for fleet/company invoicing
-Allocated payments displayed against vehicle documents
-Unlimited multiple invoicing from one vehicle with automatic reversal via credit
notes and multiple debtor postings

-Up to one thousand characters of text per invoice item, for full product
description and presentation
-Invoices and credit notes linked to document archive copies for display,
re-printing and integrated fax option
-User-defined document layouts and integration with KPrint
-Scanned document filing by vehicle
-Vehicle archive
-Repair and maintenance quotations and cost control for commercial vehicles
-Vehicle delivery and collection control

Workshop Loading

Scheduling

-Integrated Workshop Loading, diary and scheduling
facilities with graphical loading displays, linked to
individual operation details or allocated on request
-Technician job allocation on a combination of skill
compatibility and urgency basis
-Option for clocking on/off via terminal, bar code reader or
touch screen
-Date required for display on Workshop Loading screens
-Status check on multi-line, multi-status WIPs in
Workshop Loading
-Reload all jobs option
-Lock touch screens option
-Ramp/MOT bays allocation facility
-Idle time codes
-Planned absence and overtime recording 24-hour multiple
shift facility
-‘Future jobs’ check box to show work due in enabling job
cards to be printed
-Filter jobs by status - each status has a colour which can
be selected to display jobs with the same status
-Facility to check the availability of loan cars
-Warnings on late or overdue jobs
Resource Management

-Up to 35 technicians displayed at one time
-Calendar for each department detailing shift pattern for
each day of the year, allowing 24-hour and multiple
shift operations
-'Quick check' if a vehicle has been added to
resource management
-User-defined resource/skill categories, linked to job
codes and technician ability

-View service history on vehicle from touch screen clock
-Planned absence/overtime recording
-Technician efficiency recording and update
-Multiple skill categories per technician to cover all skill
groups with efficiencies

-Standard job codes to cover non-productive work to avoid
'non-clocked' times
-Function to suspend and un-suspend resources
- Control of ‘non-human’ resources e.g. ramps, MOT bay,
diagnostic equipment
-Facility to record more than one adjusted availability
reason in resource availability
‘The Workshop Loading module
ensures the workshop and its
resources are managed effectively.’

Customer Contact Management
Solutions ‘CCMS’

Handling of inbound and outbound telephone calls effectively is a critical element in the provision of professional customer
service. The CCMS modules* provide complete call handling facilities that can be incorporated within Autoline, and deliver all
the necessary tools to successfully manage telephone calls for many functions of the business.

The application provides regular, structured calling lists for specific tasks, with planned questions and processes that allow all
calls to be handled in the same way, with the checking and capturing of data always presented at the right moment. The
application will improve customer service standards and enhance customer perceptions of the business. The structured
scripting and automated contact generation will reduce the risks of misunderstandings and communication errors.

* These are optional modules
Module capabilities

-Inbound calls with screen popping
and caller line identification against
the database (subject to telephony
integration)
-Outbound calls list
-Decide when to call and who should
make the call
Enquiry Lead Management

-Definable process for qualifying and
creating CRM contacts
-Automated process to keep on top of
all enquiry types
-Ideal for lost or lapsed sales enquiries
-Customer complaint handling process
can be integrated
-Facility to use at dealership
receptionist desk if desired
Customer Satisfaction Handling

-Definable process for qualifying and
creating CSI questionnaires
-Ability to automatically generate
complaint handling contacts
and processes

-Intelligent call flow depending on
scores or ratings
Servicing Booking

-Easy-to-use service booking process
-Supported with resource availability
and allocation
-Simple gathering and checking of data
-Automatically updates the CRM and
Aftersales modules
-Ideal for service booking anywhere in
the organisation
-Skill and resource hours diary
maintained by dealership
-Vehicle health check monitor and
follow-ups
-Full management and statistical on
screen reporting
Administrator options

-Supervisor managed call lists
-Outbound campaign monitoring
-Full visual display of advisors' activity
-Administrator can re-assign calls
and lists
-Call allocation to individual and teams
Optional Scripting Tool

-Define your own call handling scripts
-Use simple routines to call or update
to other module functions
-Ability to define when to send e-mail,
fax or SMS
-Build in additional routing by franchise,
models and dealerships
Optional CTI integrated solution

-Fully integrated telephony via CISCO
IP or TeleVantage switch
-Caller line number identification
enables immediate database look-up
-Simple integration via switches,
TAPI interfaces

Service

Service CRM
Vehicle-specific data

-Model, chassis, engine, key and security numbers (alarms, radios, CD's etc.),
colour and trim codes and descriptions, mileage either in hours, kilometres or
miles, registration, delivery date, cambelt mileage and months, emissions date
check, manufacturer and extended warranty expiry dates, fleet reference
numbers, selling dealer/salesman details etc.
Using CRM

-Full integration to company, customer and vehicle database – see CRM
information page 8
-Automatic update of service history on invoice production, with document
archived copy invoices attached
-WIP Wizard to encourage up-selling of aftersales products and services
-Facility to control loan cars, loyalty cards and courtesy car groups through
WIP Wizard
- Search facility for customer telephone number in Point of Sale
-Facility to display or edit customer and vehicle case file facilities from Point
of Sale
-Option to enter control labour operations to tighter reminder notices
-SMS message facility to customer's mobile phone
-Service advisory and mandatory CRM fields
-Base data of driver, owner and fleet manager details
Long-term customer management and information reporting

-Display of parts and labour lines in service and commercial vehicle history
-Cambelt change profile
-Automated service reports delivered at specific times
-Unlimited service/repair history (subject to disk capacity)
-Total invoice values, year-to-date and life-to-date per vehicle
-Comparison with potential versus actual revenues
Reminders and follow-ups

-Automatic update of last and next service, last and next MOT test and last work
dates. Next service dates calculated by time and mileage
-MOT test certificate details recording and production of VT12 statutory return

- Auto service and MOT test reminders as reports, letters, labels, HTML, SMS
and e-mails
-Follow-up activities created when estimate produced
-Integrated update of new and existing marketing data with people and vehicles
from Point of Sale
-Automatic manufacturer recall campaigns as report, letters, labels, HTML, SMS
and e-mails
-Campaign facility for ad-hoc promotions based on a combination of customer
and/or vehicle criteria

Point of Sale – Operations

-Multi-company, multi-branch and multi-franchise
-Full integration to CRM, Vehicles, Parts Point of Sale and Accounts modules
-Links to third party EDI services for fleet service authorisation and billing (details
of specific services available on request)
-Link to Vehicle Rental module for hire or loan bookings
-Manufacturer specific and/or user-defined operations files
-Vehicle preparation requests to Service Point of Sale
-Keyboard accelerators when verifying a vehicle record
-Integration of incident management for roadside repairs
-Option for mandatory order/approval numbers on nominated customer accounts
-Job card production on an individual or batch basis
-Order tracking for telesales and internet ordering
-Improved sub-let order processing
-Facilities to delete whole menus on a WIP
-Sub-let purchase order control with verification of suppliers invoice
-Purchase orders created within sublet form - including reverse facility
-Automatic parts allocation from menu price file
-Job status codes to cover bookings, work-in-progress, held up for parts, correct
labour skill, customer authorisation, sub-let on order or received and completed
-File to categorise vehicle by sub-model, making search criteria easier
-Bar code support on job cards and time clocks
-Parts/labour/repair estimates available if required using full Point of Sale data
entry facilities
-Estimates create CRM contact/follow-up record
-Aftersales statistics with drill-down
-Colour-coded lines that reflect the status colours from the jobs screen in
Workshop Loading
-Facility to book loan cars and add additional charges e.g. insurance excess, daily
fees, fuel and excess mileage etc.

Point of Sale - Accounting

-Menu pricing on either a production, with optional job budget reducing
available credit
-Multiple labour rates per franchise or contract pricing, linked to customer record
per vehicle if required
-Facility to add sundry charges to WIP
-Contract pricing for labour and menus
-Multiple price negotiations, with undo facilities
-Menu pricing and negotiation profit and loss analysis
-Split invoicing of jobs for customer, warranty, internal and insurance purposes
-Split lines (up to five ways) based on percentage or value
-Lump sum contributions and excess facility
-Point of Sale cash allocations
-Multiple payments and payment types

Bodyshop Management

“The Autoline Bodyshop Management module
includes a comprehensive range of facilities to help a
bodyshop with day to day operations, business
processes and customer management.”

Overview

-Each repair job is process led and CRM focused
-Leading bodyshop estimating packages supported (details of specific products
available on request)
-Repairers are highly visible within both Point of Sale and Workshop
-Loading throughout the progression to completion
-Ability to view WIP from within Bodyshop Estimating
-The ability to capture and create a sales contact for a body repair that is a likely
'write off'
-Colour coding of labour lines in line with progress codes used in Workshop Loading

- Standard report that apportions the combined labour for strip/refit imported from
Audatex and Glassmatix
Loan cars

-Capture loan car entitlement at earliest point and any existing loan car entitlement
from CRM is displayed
-Loan car requirement loaded first and then 'labour' Workshop Loading
-Loan car management is geared towards efficient fleet usage and providing
profitable operation
-Ability to view loan cars available to the bodyshop across companies, categorised
by different loan car bands
-Ability to create a group view of loan cars available to a company
-Record damage areas for loan cars at the start and end of the loan period
-Record any costs associated with loan car, e.g. fuel or insurance and then pass
to Point of Sale to offer true profit/loss for job
Operations

-Automatic creation of Point of Sale WIP record
-Jobs screen accommodates the phase of repair, e.g. strip or paint
-Link the Check-in and Check-out processes to the loan car agreement
-Tools to record operating costs, e.g. fuel and insurance 'Write off' and 'salvage'
fields within the vehicle tab will allow the user to enter the write off value
against the vehicle and will create a contact to alert the sales department of a
potential opportunity
-Labour lines are colour coded according to its progress to increase integration
between Point of Sale and Workshop Loading. 'Phase' field within the Workshop
Loading jobs screen identifies the stage of repair
-Validates, filters and refines incoming data to common standards
-Integrity of sub-system and 'changed' elements maintained
-E-mail facility advises of incoming jobs and parts requirements
-Management of parts and labour elements
-Professionally produced documentation, letters, estimates and quotations
-Integration with CRM data, e.g. for new customer/vehicle record creation
-Pro-active information on outstanding activity
-On-line profitability warnings
-Ability to change target time percentage on labour lines to appear on the job sheet

Vehicle Rental

Overview

-Suitable for 'daily' vehicle rental
operations with cars, vans,
minibuses, trucks, demonstrators and
loan vehicles
-Multi-site operation with individual
rental 'companies' or locations
-Graphical colour-coded
reservations display
-Links to vehicle/company/driver
-Suit any size/structure of vehicle fleet
-Full mouse control utilising the
graphical user interface
-Integrated with Accounts, Vehicles,
Aftersales and CRM modules
-Miscellaneous invoicing option
-Purchasing function for agreement
related items
-Vehicle movement logging
Reservations

-Instant availability information
-Unlimited tariff codes
-Dynamic calendar
-Hire group selection
-Enter/amend booking facility - able to
multi-task, take a booking while
editing an existing agreement
-Vehicle allocation
-Vehicle upgrade and exchange facilities
-Multiple drivers per agreement
-Full agreement management
-Document printing using KPrint
-Support of VAT/sales tax
inclusive pricing
-Long-term hire
-Automatic e-mail on booking and
return of vehicle
-Double booking warning
-Drill-down facility in loading graph
-Document scanning - vehicle check
sheets, licences etc.
‘Designed to make
operating a daily
rental fleet efficient
and profitable.’

Driver Information

-Personal details
-Insurance details
-Licence details
-Driver history
-One time recording
-Company/driver defaults
-Exception indicators
-Special hire rates for customers
-Specific fuel, delivery and
collection charges
-Insurance details
-Specific invoice parameters and formats
-Operators licence controls for
commercials

Vehicle Information

-Hierarchical group structure
-Unlimited hire group classification
-Dual vehicle location - current and base
-Original cost/book value
-Key dates
-Accumulated statistics
-Fuel level logging
-Vehicle condition narrative
-Vehicle delivery and collection control

Management

-Daily management action reports
-Prioritised credit limit override
-User-defined documentation layouts
-User-defined reporting via Ad-hoc
-Report Generator and Advanced Analysis
-User priority control
-Minimum/maximum rental period
-Economic identity of rental periods
-Time logic controls
-User-defined screen colours
-Integration with ADP Office
Administrator
-Transaction log
-Timed operation agent updating of
financial and statistical data
-Document archiving

Parts

Point of Sale - Operations

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

-Prices and 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 number on
nominated accounts
-Parts search by partial part number, description or word
-User ID stored per transaction
-Returned parts from service department printed
on requisitions
-Up to five management reports launched per terminal
within Point of Sale function
-Parts reservation for customer facility for 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 (including 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
account 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)

‘Multiple transactions, sales purchases and stock levels are all under
constant change. Autoline will manage the parts department to maximise
return and give quality service.’

Parts

Stock Management

-Multi-company, multi-branch and multi-franchise
-Up to nine stock locations per part, per warehouse
-Stock valuation options by weighted average, last purchase, or standard cost and
retail price
-Inter-branch stock ordering and advice
-Stock quantities recorded by decimal points
-Inter-branch stock ordering and advice
-System generated maximum and minimum re-order levels based on average
demand, lead times, period between orders and re-order category based safety
co-efficients
-Automatic re-classification of re-order 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 part - 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 history and analysis
-Full movement transaction history of sales, purchases and adjustments on
each stock card
-Full analysis of outstanding purchases and customer back-orders on each
stock card
-User-defined tables for franchises, branches, product groups, etc.
-Colour graphical display of demand history on each stock card
-Daily operating control analysing sales by product group, sale type, purchases
by product group, by order category and showing stock increase/decrease

-Standard reports produced by Report Generator, including stock valuation, bin
price lists, outstanding purchase and customer back-orders and stock age analysis
-'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 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 number (initially) or by part number (re-counts) 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 module
-Suggested stock orders with merge and edit control prior to transmission
-Stock, VOR and local supplier 'collect' order control
-Orders download 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

Accounts

Accounts Terminology: ADP has recognised that on a
world-wide basis, using the traditional accounting
terminology to describe the Nominal, Sales and Purchase
Ledgers is not in common use. In the interests of
standardisation for world markets, this Autoline brochure
now adopts the terms General Ledger, Accounts
Receivable and Accounts Payable respectively.

‘The common denominator in any business is represented by the
accounting function. Autoline's routines and processes help to provide a
highly controlled and accurate financial environment.’

General Ledger

-Multi-company, multi-currency and Euro
-Eight or twelve digit account code, with optional eight digit
sub-account extension code where required
-Divisional accounting and group consolidation
-Multiple transaction level detail, from yearly 'open-item' to
totally consolidated, specified at an individual General
Ledger code level
-Cash-book brings cash functionality from other modules
- Used vehicle sale VAT postings split between purchase
and margin amounts
-Bank reconciliation allows journals to be posted whilst
in reconciliation
-Ad-hoc and standard 'repeat' journal posting with narrative
text as archived documents
-Variable period length control - monthly, lunar, 4/4/5
-Day-books archived to disk with print option
-Comprehensive user-defined VAT/sales tax coding
structure, reporting and reconciliation options including
on-screen VAT reconciliation
-Automatic accruals/pre-payments with optional
auto-reverse in following period
-Split tables for single postings amortised to multiple cost
centres at time of entry
-Facility to include document date in journal entries
-Journal reference provided within the display cash book
reference menu to aid traceability
Accounts Receivable

-Multi-company/division and multi-currency
-Advanced on-screen credit control, with document archive
re-print, display or fax facility
-Age debtor analysis by document date and due-date in
domestic, foreign currency and Euro
-Integrated debtor creation from CRM database with
integration of common data
-Data entry by account number, short name, or word search
by combination of name, address, telephone numbers

-Open-items linked to document archive with on-screen
display, re-print and integrated fax facilities
-Ability to remove account from stop when cash posting
-Drill-down by General Ledger analysis code by document
-On-line transaction archiving of paid items and payments
-Problem reporting linked to e-mail at either debtor or
transaction level
-Banking slips with reconcile till accounts

-Sundry invoice generation and printing facility for
'non-core' activities
-User-defined statement layouts and document archive
facility – with on-screen view, print, fax or e-mail facility
-Batch input documents amounts either net or gross
-Credit chase suite of letters
-Cash allocation from Point of Sale for COD
-Vat' able deposits for vehicles
-System parameter to priority control the enabling/disabling
of the 'refund' button within the 'take deposits' option
Accounts Payable

Similar to the Accounts Receivable, plus:

-Purchase invoice register, as well as direct batch
input options
-Purchase order control for expense and
non-inventory purchases
-VAT/sales tax transaction summary
-In-bound document scanning for invoicing and credit notes
and retrieval either on-screen or re-printed
-Batch input documents amounts in either net or gross
-Facility within batch input documents to sort enabling
easier location of individual invoices
-Duplicate transaction reference warning if same creditor
-Payment proposal, by priority, fine tune editing prior to
remittance print, optional user-defined cheque printing,
and/or electronic funds transfer
-Sundry cheque facility for non-specific creditor accounts
-Aged debtors or creditors analysis report produced by
Nominal Ledger posting date in addition to document and
due date
Asset Register

-Automatic allocation of asset numbers (optional) within
asset class
-Detailed asset record covering all aspects of purchase,
valuation, audit and disposal/transfer
-Automatic depreciation process across whole register,
integrated to the General Ledger
-Asset transfer between departments and division
-Capacity for additions to original assets as well as split
child/parent re-classification
-Flexible depreciation methods with capacity for
user-defined additional non-standard methods
-Fully integrated to General Ledger with user-defined
accounts to cover original cost, depreciation reserve and
charge - specific to each asset

Accounts

Human Resources

-User-definable information including
~ Calendar facility
~ Personal details
~ Current job role and job/salary history
~ Training/achievement records
~ Emergency contact details
~ Driving licence details
~ Disciplinary records and appeal tracking
~ Benefit summary
-Document scanning supported
-Supported with the HR module are various security features
-Location and grade based security allowing for a global database but for each HR
user to be restricted to a selected group of employees
-Profile controlled access - each separate screen area may be controlled per user
to define access, e.g. it is possible to restrict access for a user only to the
calendar function
-Priority controlled access, e.g. to prevent record creation

Payroll

-Multi-company and user-defined multi-type - hourly, weekly, monthly, directors'
payroll, etc.
-User access and password control per payroll type
-Comprehensive payroll record including SSP and SMP qualifying data, court
orders, full pension and COMP contribution parameters
-User-defined additions and deductions, as well as payment types and benefits
in-kind
-User maintainable PAYE and NI tables
-Coin analysis for cash pay types
-Facility to create electronic funds transfer file
-Facility to file end-of-year returns (P14 and P35) online, as required by the
Inland Revenue
-Inland Revenue recognition for filing gained for 2004-2005
-Submission of all payroll types via a single payroll type rather than running
them separately
-Detailed validation process performed within the submission option and any errors
are printed onto an exception report
-Utilisation of a third party encryption product during the submission option
-Allows partial or complete submissions
-Communication activity logged including a printed P35 summary or P14 sub-total
records for partial submissions

-P14 and P35 submitted data is kept on-line for future reference until deleted by
the user
Accounts Terminology: ADP has recognised that on a
world-wide basis, using the traditional accounting
terminology to describe the Nominal, Sales and Purchase
Ledgers is not in common use. In the interests of
standardisation for world markets, this Autoline brochure
now adopts the terms General Ledger, Accounts
Receivable and Accounts Payable respectively.

Management Information

Standard Reports

The Autoline system includes an extensive range of standard reports with
appropriate selection criteria to refine output by user selection.

-Standard reports are available throughout the system covering:
~ Accruals
~ Accounts Payable
~ Accounts Receivable
~ Asset Register
~ CRM
~ Franchise Data
~ General Ledger
~ Point of Sale
~ Purchase Control
~ Showroom
~ Stock Checking
~ Stock Management
~ Vehicle Rental
~ Vehicle Sales
Ad-hoc enquiries

An easy to use 'SQL' type facility available throughout the system. Ideal when
user-defined information is required quickly with minimum effort.

-Enquiries, reports, charts, graphs, labels and PC export/output type, using plain
English commands
-Direct Data Exchange (DDE) with Microsoft Excel
-Built-in dictionary of terms
-On-line guide to features, command words and examples
-Optional storage of frequently used enquiries
-Link enquiries across multiple modules with common data-link
‘Advanced, highly effective tools that manage,
direct and progress the business.’

Management Information

Report Generator

The Report Generator tools are provided for every Autoline module. The power and
versatility of these facilities is central to the total control and flexibility provided by
the Autoline dealer management system.

-Report Generator Wizard
-Multiple file access
-User-defined layouts, including screen based enquiries, printed reports and
documents/letters, charts, spreadsheets, labels, RTF letters, graphs, export to
industry standard UNIX and DOS files and HTML immediate browse facility
-Reports can be shared between print or display output
-User-defined sorting, up to five layers deep with sub-totalling and final totalling
where required
-User-derived data based on existing information
-Reports added to menu by user
-Test print facility of RTF reports
-Multi-line reporting
-Drill-down facility
-Chained Reports
-Automatic file linking
-Enhanced derived fields
-Sort by subtitles
-Multiple user-defined selection criteria on either an include or exclude basis
with look up direct to specific data and full prompt 'help'
-Run-time prompts to refine selection criteria
-Immediate or batch processing
-Batch processing to either a print or archive spooler, or direct to an e-mail user or
group of users
-Priority control on access to report definition and use of the report
-Run-time selection criteria included in report to highlight basis of contents
-Drill-down reports via HTML output type
Management Accounts

-On-screen view with drill-down facility through summary to individual accounts,
transactions and document archives where appropriate
-User access control to sections of the full Management Accounts view
-Financial report formatting tools
-User-defined comparison types based on previous year actual data, budgets,
forecasts etc.
-Facility to download actual data or upload budgets from spreadsheets
-Profiling facility for budget calendarisation
-Importing of budget options
-User defined comparison types based on previous years budgets and forecasts

Advanced Analysis

A high level management information facility which enables the user to start with a
broad overview display and selectively 'drill-down' to detailed information, including
document archive retrieval if available.

-Access to original documents or transaction detail
-Two dimensional topics, with rotation at any level. For example, to analyse
vehicle sales by franchise, model and variant, and the same information analysed
by region, branch and salesperson
-3D graphical displays
- Multiple data sets and/or time slices for comparisons against previous years
-On-screen advanced analysis for key performance indicators
-User security controls
-User-defined facilities and screen layouts
-Facility to create, save and load customised views
-Microsoft Windows compatible
-On-screen function key operation labels
-Sample applications: profit and loss reports, balance sheet, creditor/debtor
control, stock and sales analysis
Spreadsheet Interface

-Additional sort and navigation functionality to make editing easier within the edit
rows and columns menu option
ODBC

ODBC is the Microsoft sponsored standard interface for Windows applications to
access data from heterogeneous databases. It has been adopted by leading
database manufacturers. The ODBC driver allows users of ODBC-enabled PC
applications access to data from Autoline.

-Use Microsoft Word to compile a mail shot directly from the CRM database
-Use Microsoft Excel to embed up-to-date figures extracted from the Accounts
Receivable files
-Use Microsoft Access to join Payroll information with confidential data held locally

-Applications that can use ODBC include - Microsoft Access, Query, Excel 5 or
higher, Word 6 or higher, Lotus 1-2-3 v 4 or higher, Visual Basic, Borland Delphi,
Crystal Reports, Powerbuilder, Cognos (details of installation environment
available on request)

Office

‘A suite of facilities to improve internal
efficiency and business administration.’

Office Communications

-A suite of easy-to-use facilities comprising
Electronic Mail, Diary and Meeting Organiser.
These are designed to improve the internal
efficiency of business administration and to
communicate with customers, suppliers and
external third parties
Electronic Mail

-Ad-hoc electronic mail facility for distribution to:
~ Individuals
~ Multiple users
~ Distribution lists
-The appropriate delivery logic is used to address
and send e-mail to:
~ Internal address
~ Internet address
~ Fax number address
-Facilities include:
~ Basic word wrap and text edit facilities
~ New mail indicator
~ Copy, Acknowledge, Print, Forward, Reply,
Keep and Attach to CRM database
~ Programmed mail triggered by events
~ With ADP-Mail option 'off-line' data entry

mode, spell checker and facility to send
mail attachments

Electronic Diary

-Diary management to view and update:
~ Rolling date display with go to, next and previous
~ Anniversary and all user entries
~ Print or download to electronic organiser
~ Access to personal and other diaries
~ Appointment requested and accepted linked

between sender and recipient by e-mail
~ Diaries may have secretarial ownership

Meeting Organiser

-Set names of attendees and minimum attendance
-Set date, time and duration criteria
-Visual availability display
-Link to e-mail to advise participants
Fax Facilities

-Links from document archive for direct issue of
copy invoices etc.
-Automatic queuing and re-tries
-Bespoke cover sheets to suit individual requirements
-System generated letters/documents directed to
fax, e.g. quotes and credit chase, which can be
spooled to run during Timed Operations Agent
and utilise off-peak call charges

System Management

Document Archiving

-Automatic document archiving of
designated document types
-Integrated retrieval in all
relevant modules
-Manual retrieval from the document
archive module
-Four key indexing, allowing access
and search by invoice number,
account number, job number, vehicle
stock number, short name etc.
-Incoming document scanning,
indexing and attachment to
associated transaction
-Screen display of document with
optional re-print or output to fax and
selected front sheet
-Variable retention period by
document type
-Re-prints clearly identified as copy
documents, with optional
additional legend
Permissions and Security

-Standard login/password control
-Access to specific modules
-Access within module to nominated
companies or branches
-User priority level, between 1 and 8,
at a module, branch or company level
-Each program on every menu is also
allocated an equivalent priority level
-Each data field in each file can also be
allocated three priority levels used to
control, display and report via
Ad-hoc or Report Generator, or
amendment access
-Additional security permissions on
Payroll, Vehicle Administration
and CRM
Timed Operations Agent

-Facility to run tasks and reports at
pre-determined times during or at the
end of day
-Batched run of reports, automated
with time-scales and programmed
sequence of standardised tasks
-Automatic security back-up of data to
removable media
-Facility to link several chained
operations together
-Concurrent processes
-File consolidation where necessary
-Printing or archiving of daybooks
-Production of user-specified batch
processed reports to spooler, e-mail
or archive
-Timed Operations reports remain fully
available until next timed operation,
without archiving
-Verification of system integrity,
including the reconciliation of the
balance sheet accounting modules, for
example receivables, payables,
vehicles and parts inventory

Manufacturer Interfaces

Manufacturer file transfer and communications
interfaces are an essential aspect of the Autoline
dealer management system. Where appropriate the
specific requirements of the individual manufacturer
or importer will form part of the configuration
proposal and system installation.

ADP has a dedicated team of specialist consultants
and developers working exclusively in the provision
of specific interfaces. This enhances the company
experience in associated technologies and
communication methods.

Key elements include:

-File Transfers - information flowing between
Autoline and manufacturer/franchise systems
-Direct Autoline Interfaces - using manufacturer or
importer data as an integral aspect of the
Autoline system
- The independent use of the Autoline system and
third party systems utilising common hardware
and networks
-Integration of manufacturers' Dealer
Communications System (DCS) and special services
including electronic parts catalogue, technical
information systems etc.
-Access to internet-based applications and databases,
for example, vehicle configurator, menu pricing etc.
-On-line management of warranty claims,
amendments and payments
Full details of current availability, arranged by
franchise, together with installation, hardware and
configuration requirements is discussed individually
with each customer.

‘Autoline has one of the
most comprehensive ranges
of interfaces and file
transfer products available.’

Supporting products and services

Software Services

-Project management
-Data installation and preparation
-Consultancy
-Training
-Software Support
-Helpdesk
Networks and Telecommunications

-LAN and WAN
-File and print networks
-Thin client solutions
-Wireless network solutions
-Virtual private networks
-Structured cabling systems
-Fibre optic links
-IP Telephony
-VideoOIP
-Internet services
-E-mail services
-Anti-virus solutions
Office Systems and Managed
Desktop Services

-Secure Internet Access
-Security assessment
-Antivirus solutions
-Desktop asset management
-Server monitoring and management
-Managed desktop services
-Hardware maintenance
-Print Consumables
System Hosting

-Server provision
-Central application hosting
-System management
-Disaster recovery services
-Remote systems cover
Surveillance Solutions

-Remote monitoring
-Site surveys
-System design
-Installation
-Software set-up
-Support and maintenance
Miscellaneous

-Bar-code readers
-Document scanning
-Mailing and outsource printing
-Telephone/fax/mailing preference tools
-KPrint - electronic forms
-Video, telephone and web conferencing
‘ADP offer a unique range
of supporting products
and services to operate
alongside Autoline. These
are all designed to help
users gain the maximum
benefit from the system.’

extracted from ADP Autoline sales brochure available at -
ADPDSI website

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

New sites created

2007-12-19T01:48:00.000-08:00

New sites

Tecconex - Home

Recruitment

Kerridge Autoline Consultancy

Motor Trade Consultancy

UK Business links

Recruitment

Autoline

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

PRESS RELEASE

2007-10-30T15:12:00.000-07:00

Date: Nov 2007.

For immediate release.

TITLE: Recruitment solution for local garages

(Wiltshire – Berkshire)

Following the success of its national online launch last year, Marlborough automotive recruitment company Tecconex is embarking on a new initiative dedicated to serving the counties Wiltshire and Berkshire.

This new service will see Tecconex working closely with main franchise dealers as well as independent garages and bodyshops.

Co founder Jonathan Causebrook explains that the recruitment of specialised and qualified staff is a difficult and time consuming process that many garages struggle with. Over last year we have found that many of the candidates that have registered with us are from the counties of Berkshire and Wiltshire. With this in mind we have approached and worked with many local garages and dealerships directly to find suitable placements, even if they were not actively advertising.

Causebrook goes on to explain that so far this method has been particularly successful and popular with the both garages and candidates alike.

We have found that many smaller garages are traditionally unsure about using employment agencies because of costs, however our dedicated consultants have found that by working with them and tailoring packages to suit, the costs are often not as much as expected.

Bigger dealers also see the benefit accounting for around 75% of this years business.

In the new year Teconex are confident they will successfully place many more panel beaters, sprayers, mechanics, parts people, service advisors, sales people and managers at different locations through out the region. They are also keen to build new relationships and ‘tailor made’ contracts with main dealers and smaller garages alike

This is the time of year for anyone looking for a new job to start compiling their CVs and registering at www.tecconex.co.uk ready for the new year openings.

Similarly this is the perfect time to start talking to a consultant at Tecconex about how they can help you in your business.

**ENDS**

Notes to editors:

Website: www.tecconex.co.uk

Contact: Jonathan Causebrook MIMI, BSc, DIP

Phone: 07748 238020

Email: jonathan@tecconex.co.uk

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

New advert pages of 'Reading jobs' & 'Swindon jobs'

2007-10-28T10:55:00.000-07:00

2007-10-26T08:37:00.000-07:00

We have an immediate need for franchised experienced, qualified mechancis in the Wiltshire area. Get in touch if this is you or even someone you know!!

Franchises such as Ford, Renault, Peugeot, VW, Audi, Kia, Skoda, BMW, Honda ... You are in demand!!

Workshop controllers and MOT testers also required.

Swindon Jobs - Marlborough Jobs - Chippenham Jobs - Sailsbury Jobs - Wiltshire jobs

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Motor trade jobs - Swindon - New advert

2007-10-26T07:30:00.000-07:00

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Motor trade jobs - Reading - New advert

2007-10-26T07:27:00.000-07:00

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Aftersales Manager - Reading

2007-10-25T06:29:00.001-07:00

Our client is a main franchise dealer looking to recruit an Aftersales Manager for their busy service and parts dept. This is a hands on role and will require customer focus as well as the ability to work under pressure. This role would suit a current service manager or assistant service manager looking to further their career

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Stanowiska pracy - Tecconex

2007-10-24T15:03:00.000-07:00

Ta strona internetowa specjalizuje sie w ogloszeniach o dostepnych stanowiskach pracy w przemysle motoryzacyjnym w UK. Ponizej znajduje sie lista naszych obecnie dostepnych stanowisk pracy. Jezeli jestes zainteresowany lub masz jakies pytania dotyczace ponizszych stanowisk kliknij na numer referencji w celu wyslania do nas e-maila. Odpowiemy na Twój e-mail jak najszybciej. Jezeli nie ma stanowiska pracy która by cie interesowala, prosimy abys powracal na nasza strone poniewaz stanowiska sie ciagle zmieniaja. Wszystkie stanowiska pracy sa oglaszane w jezyku angielskim. Prosimy jednakze o kontakt jezeli tylko masz jakies pytania. Jezeli chcesz sie zarejestrowac u nas przeslij swoje CV wraz z informacja o Twoich kwalifikacjach.

Witaj na stronie internetowej firmy Tecconex

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Women in the driving seat

2007-10-24T04:23:00.000-07:00

Hartwell puts women in the driving seat
By Chris Koenig

An Oxfordshire car business is spearheading the Government's Women in Work programme with a drive to attract more women into the motor trade.

Hartwell Ford has teamed up with the Institute of the Motor Industry in a bid to break down the macho image of a sector in which 84 per cent of employees are male.

The Government has allocated £1m to the Women in Work programme for the retail motor sector - money that participating companies can use to attract women recruits or to train those already employed.

Yvonne Cubbage, general manager of Hartwell Ford at the Motor Park in Kidlington, freely admits to being a woman in a man's world.

She joined the firm 24 years ago, starting out as a 16-year-old clerk in the service department, but then encountering no "glass ceiling" as she rose in her chosen career.

She said: "It worked for me and it could work for others too."
advertisement

She added: "Now the trade is changing and becoming more family friendly."

Ms Cubbage, 39, admitted most customers walking into the showroom were still men but added the number of women customers was rising.

Monique Boath, project manager of the Women in Work Automotive Skills programme, said the under-representation of women in the trade meant such family friendly initiatives as flexible working and part-time opportunities were lacking, but that the present initiative was aimed at tackling such problems.

The National Employer Survey has shown the sector has significant skills shortages in management and leadership skills.

Only 14 per cent of managers have qualifications to level four or above, the lowest of any other sector in the UK.

And the IMI also found most female jobs in the sector are stereotypes, mainly secretarial, administration, and customer service.

9:43am Tuesday 23rd October 2007

oxfordmail.net

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Women - The motor trade needs you!!

2007-10-24T04:22:00.000-07:00

Women – Berkshire, Wiltshire, Hampshire
The motor trade needs you!

It's true, you don’t have to be a man to work in the motor trade, women are allowed. More to the point they are really needed.
We want to hear from Customer Service Professionals, Team leaders, and Sales Professionals from any background that would like to step up to the challenge of new and exciting roles in the motor industry.
It is our aim to find you a great job that you might not otherwise have considered. It is also our mission to highlight your talents to employers that might not consider you otherwise.

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

UK: Lewis Hamilton good for business – MIA

2007-10-24T00:27:00.000-07:00

The UK Motorsport Industry Association (MIA) confirmed today the value of Lewis Hamilton to the UK motorsport industry in his rookie year.

http://www.just-auto.com/nd.aspx?ID=92829&lk=dm [O]

RMIF Dealer Views Requested! (With The Chance To Win A Bottle Of Champagne!)

2007-10-24T00:25:00.000-07:00

Autoretailing, the UK’s leading motor retailing convention from AM magazine - in conjunction with the RMIF - is set to take on a new look and format in 2008. The event will again be dedicated to helping professional, forward-thinking motor retailers become even more profitable and will build on its previous successes.

Coming soon- Bodyshop job - South Yorkshire

2007-10-23T23:12:00.000-07:00

Coming soon ...

Panel beaters, painters, sprayers , preppers required for South Yorkshire Bodyshop.

Get in touch if this is you!

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Where have we advertised?

2007-10-22T00:50:00.000-07:00

Here is a list of some of the local publication where we have advertised our vacancies:

Reading Evening Post - jobs section
Reading Post - Wednesday - jobs section
Bracknell Standard - jobs section
Wokingham Standard - jobs section
Bracknell Times - jobs section
Crowthorne Times - jobs section
Twyford Times - jobs section
Wokingham Times - jobs section
Woodley Times - jobs section
Reading Chronicle - jobs section
Bracknell News - jobs section
Newbury Weekly News - jobs section
Swindon Advertiser - UK - jobs section
Swindon Advertiser - Europe excluding UK - jobs section
Swindon Advertiser - Overseas excluding Europe - jobs section
Wiltshire Times - jobs section
Chippenham News - jobs section
Wiltshire Gazette & Herald - Chippenham/Calne - jobs section
Wiltshire Gazette & Herald - Devizes - jobs section
Wiltshire Gazette & Herald - Malmesbury - jobs section
Wiltshire Gazette & Herald - Marlborough - jobs section
Wiltshire Gazette & Herald - Swindon - jobs section

Visit us at

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Mailshot

2007-10-21T14:23:00.000-07:00

We currently have several Service Advisors, Parts Advisors, Mechanics, Technicians and Valeters on our books who are searching for employment in the Berkshire area. If you are searching for staff why not contact us a see if we can help! Aftersales Managers October 2007 To remove your name from our mailing list, please click here. Questions or comments? E-mail us at enquiries@tecconex.co.uk or call 07748 238020 Visit us at www.tecconex.co.uk We also have a skilled Panel Beaters and Painters all looking for work in the Berkshire area Bodyshop Managers Visit us at www.tecconex.co.uk Worried about agency fees? Don’t be!! Our fees are tailored to the motor industry and reflect the position applied for. Often cheaper than local advertising or internet job boards Berks, Wilts, Hants Need help with your KPI’s? Try one off the Jeff Smiths acclaimed KPI and Service Management books. Management Books Visit us at www.tecconex.co.उक

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Areas we specialise in

2007-10-19T12:33:00.001-07:00

All
Aftersales Manager
Service Manager
Serivce Advisor
Estimator
Mechainc
Technician
Painter
Sprayer
Panel beater

BERKSHIRE
Newbury
Ascot
Bracknell
Caversham
Hungerford
Lambourn
Maidenhead
Newbury
Pangbourne
Reading
Sandhurst
Shinfield
Slough
Thatcham
Theale
Tilehurst
Windsor
Wokingham
Woodley

WILTSHIRE
Swindon
Calne
Chippenham
Corsham
Devizes
Malmesbury
Marlborough
Pewsey
Wootton Bassett
Bradford On Avon
Chippenham
Corsham
Melksham
Trowbridge
Warminster
Westbury
Salisbury
Amesbury

www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Mechanic Technician prestige cars * motor trade jobs

2007-10-18T12:40:00.000-07:00

This is an exciting opportunity for a qualified mechanic or technician in the East Berkshire region to join a successful prestige car dealer. Must be a team player and have good communication skills as some customer contact may be required. Ideal candidate will have main dealer experience with any franchise and have a keen interest in high quality, top of the range cars. Enthusiasm and the willingness to learn will be rewarded with good rates of pay and incentives after a probationary period.

Contact Jonathan
jonathan@tecconex.co.uk
www.tecconex.co.uk - motor trade jobs - www.motortradejobs.org.uk

Service advisor in Aldershot

2007-10-03T07:44:00.002-07:00

A new motor trade job has been posted on our website today.
Service Team leader - for a main dealer in Aldershot.
Service advisor's or service consultants looking for a new challenge should apply

Why not take a look?

http://www.motortradejobs.org.uk/

Who, where, why and what.

2007-10-03T07:44:00.001-07:00

Who?
I have always worked in the motor trade, mechanic, front counter, Service management and for the last 10 motor trade IT.

Homepages

2007-10-03T07:43:00.001-07:00

www.tecconex.co.uk
www.tecconex.com
www.motortradejobs.org.uk