Support - Training - POWER Course Content - Kalamazoo

Version Update Training
For each quarterly software release/update and where relevant there may be internet based training sessions offered covering the areas of change/enhancement. On occasion, the changes may demand a workshop held at our Head Office in Birmingham

CRM - Customer Relationship Management
CRM - Customer Relationship Management (CRM) Overview – Life of a Prospect - Calendar Basics - Appointments – Personal and Customer Appointments – Tracking Demo’s availability- Task Maintenance – Adding, Delegating, Completing - Managing Unassigned Leads and Tasks – Obtaining and Delegating - Adding New Customers - Managing Existing Customers - Customer Letters and Emails – Service Activity and Reservations (including Watchdog)- Control Options – Adding a CRM Representative, Internet Lead Upload (ILU), Sales Marketing Plans - Daily Checklists – Manager’s and Representative’s Daily Checklists and Reports.

Benefits: Managers & Marketing Administrators
Pre-requisites: CAI – SYSSTN, SYSERM, SPC409 & SPCDW1

CSI - Customer Satisfaction Index
Customer Satisfaction Index system overview and integration - Overview of the report card and complaint process - Reviewing Daily Work Plan display - Answering Service report cards - Answering Prospect report cards - Answering Delivery report cards - Handling CSI Complaints - Reports and Control Screens - Adding complaints from report cards - Printing complaints - Adding complaints manually - Taking actions on complaints - Resolving/Closing complaints – Review the CSI Daily Work Plan - Review the Trend Analysis and Satisfaction reports - Review control screen set up options - Setting up Department Codes - Setting up Source Codes.

Benefits: Managers & Marketing Administrators
Pre-requisites: CAI – SYSSTN, SYSERM

DLR - Dealer Overview
Departmental Integration - System access and navigation - Overview and Management of each Department - Vehicle Stock, Vehicle Sales, Service and Parts - Customer Database and Marketing - Accounting Controls and reports. Instant DOC’s and other enquiries - General Manager – optional feature.

Benefits: Dealer Principals & Senior Managers
Pre-requisites: CAI – SYSSTN, SYSERM

FRM - Front End Management
Analysing Sales Management Reports to Monitor Deals - Forecasting and Instant Reports - Modifying & Copying Instant Reports - Sales Motivation Board - Enterprise Report Management.

Benefits: Vehicle Administrators & Sales Managers
Pre-requisites: Attend SLS Course

MAC - Management Accounting
MAC - System Overview - NAD Maintenance & Categories - Posting Daily Transactions – Enquires to Journals, Schedules & G/L account details and balances – Set up Journal Options & Schedule definitions - Cash Receipts – Cheque Writer & Batch Purchase Ledger - Handling Posting Errors – S/L Statements and collections - Journal & Schedule Reports – Bank Reconciliation - DOC & G/L detail reports - Standard Entries - Accounting Activities & Monthly Procedures.

Benefits: Dealer Accountants, Financial Controllers, Accounts staff
Pre-requisites: CAI – SYSSTN, SYSERM, MACPOS, MACREC, MACINQ, NADBAS, MACGL1 & Accounting knowledge

MAC2 - Advanced Management Accounting
NAD Controls & Reports – Posting Vehicle Purchases and Set Up of Transaction Types & VFA codes, Transfer New to Demo, Posting Vehicle Sales - FIN G/L Distributions, Parts & Service Dept Controls, Interfaces and Reports – Parts & Service end of day – VAT Verification report & Fixed Assets.

Benefits: Dealer Accountants, Financial Controllers, Accounts staff
Pre-requisites: Attend MAC1 Course

MAC3 - Advanced Management Reports
Account Analysis Report building - DOC Report building & other DOC features - UFS Financial Statements Report building.

Benefits: Dealer Accountants, Financial Controllers
Pre-requisites: Attend MAC1 & MAC2 Courses

OCC - Outbound Correspondence
OCC - System Overview, Introduction to Outbound Correspondence and Communications, Creating WORD and other third party target documents for letters and emails, Starting OCC, Adding and testing Templates in Marketing Toolbox, Creating HTML and Text Emails in Marketing Toolbox, Transferring Emails, Requesting Reports / Letters & Emails for Service Reminder, Prospect and Sales Follow Up, Customer Privacy, Household/ Driver maintenance and On Demand OCC Letters & Emails.

Benefits: Managers & Marketing Administrators
Pre-requisites: CAI – SYSSTN, SYSERM, HHDMNT, CSHREP

PIC - Parts Stock Control
PIC – System Overview - PIC Stock Management - Stock Order Process. Stock Transactions - Parts Enquiries and Invoicing - Display Sales and Parts Reporting - Back Counter Sales & Parts Kits - Special Order System.

Benefits: Parts Managers & Supervisors
Pre-requisites: CAI – SYSSTN, SYSERM, PICPC1, PICINQ, PICINV, PICIN1, NADBAS

PIC2 - Advanced Parts Stock Control
PIC – Processing Reports - Parts Financial Analysis - Guide Calculations & Sourcing - Stock Control Options - Physical Stock Audit - Parts Pricing Control - Invoicing Controls.

Benefits: Parts Managers & Supervisors
Pre-requisites: Attend PIC1

PRC - Purchase Requisition Control
PRC - System Overview - Name and Address Maintenance - General Purchase Requisition Control - Posting Invoicing - Vehicle Purchase Requisition Control - Parts Purchase Requisition Control - Sublet Purchase Requisition Control - PRC Inquiry - Building Purchase Requisition Control Reports - Report Requests - PRC Controls.

Benefits: Accounts Staff, Purchase Ledger controllers
Pre-requisites: CAI – SYSSTN, SYSERM, NADBAS, PRCENT, PRCPOS

SIN - Vehicle Service
SIN – System Overview – Reservations and Jobcards, Costing & Invoicing - Warranty Repairs & Invoicing - Warranty Claims & Extended Service - Multiple Pay Type Repairs - Reservations & Sublet Work - Internal Invoicing - Service Management Reports - Discounts and Policy Adjustments - Technician Pay - Dealership Set up Options - Cash Records & Reports - Recalls & Campaigns - Setting up Service Advisors & Technicians - Pay Types & Labour Rates.

Benefits: Service Managers
Pre-requisites: CAI – SYSSTN, SYSERM, SDS266, SINDRV, SINFLG, SININV, TTRBAS

SLM - Sales Management
Use POWER and System Overview - Add prospect records for new and used vehicle prospects - Update prospect records with wanted vehicle, part exchange, and ordered/chosen vehicle information - Set up appointments for prospects - Review the printed and instant Daily Work Plan - Search SPC for potential part exchanges and wanted vehicles - Reassign a salesperson’s prospects - Follow up on a salesperson’s activities - Display prospect detail on-screen - Add new salespeople and establish salespersons’ objectives - Use and customise vehicle stock reports - Add FIN deals for new and used vehicle sales - Changing amounts in the deal.

Benefits: Sale Managers & Designated Salespersons
Pre-requisites: CAI – SYSSTN, SYSERM, SPC409, SPCDW1, VINNEW, FINMGR

SLS - Sales Administration
Use POWER and System Overview - Add new (on-order) and used vehicles to stock - Receipt on-order vehicles into stock - Post vehicle purchases through VIN - Set up dealer-fitted vehicle options - Understand types of information salespeople add to prospect records - Using existing prospect records, add FIN deals for new and used vehicle sales - Convert quote deals to real deals - Use Sales Administration Invoicing to enter/confirm essential information and produce vehicle sales invoices - Use Navigator Mode to complete deal screens - Close and deliver deals - Add a supplemental deal to an existing deal - Add and complete fleet deals - Review deal dates and history

Benefits: Vehicle Administrators & Sales Managers
Pre-requisites: CAI – SYSSTN, SYSERM, VINBAS, VINNEW, VINUSE, FINSLS

SYS - System Administrator
System Overview - System Administration Overview – Functions - Hardware – Parts of the Application Server, Workstations, Printers, Disk Drives, Tape Drives - Understanding Workstations – Troubleshooting & Station Maintenance - System Software and Data, Partitions, Master Console, IPL and RES Update - UserIDs and Passwords – Security Access to software programs - Report Request Options - Queue Management and Auto Reports - Tape Library Maintenance, verifying tapes - Backups – Types of backups, Troubleshooting and testing backup data - Database Reorgs – Automatic Reorgs and Drop Control - Daily Checklists – Network Email - Computer Assisted Instruction – How CAI works, displaying test scores - HELP window - Completing this course prepares you to manage the general use of your dealership's Kalamazoo - Reynolds POWER system, including system hardware, software, and security.

Benefits: Dealer Systems Administrators
Pre-requisites: CAI – SYSSTN, SYSERM

Subject to demand we are able to offer Operator Level Courses

MACOPS - Accounts Operators
System Overview - Name and Address – Customer & Supplier Maintenance -Posting Purchase Invoices & Journals - Posting Miscellaneous Invoices - Journal & Schedule Enquiries - Journal & Schedule Reports - Sales Ledger – Statements and Collections Information - Posting Cash Receipts -Handling Posting Errors -Batch Purchase Ledger - Bank Reconciliation.

Benefits: Accounts staff
Pre-requisites: CAI – SYSSTN, SYSERM, NADBAS, MACPOS, MACREC, MACINQ & Accounting knowledge

PICOPS – Operators - Parts Stock & Invoicing routines
System Overview and Navigation - PIC Stock Management and Stock Record Maintenance - Stock Order Process including Receipting Methods - LOG Transactions and Supersessions - Parts Enquiries and Invoicing Front Counter Quotes, Credit Notes and Credit Reversals - Back Counter Sales & Parts Kits - Name & Address – Customer maintenance - Parts Special Order System - PIC Recap and validation.

Benefits: Parts Staff
Pre-requisites: CAI – SYSSTN, SYSERM, PICPC1, PICREC, PICINQ, PICIN1, NADBAS

SINADV - Service Advisors
System Overview- Reservations, Diary & allocating Courtesy Cars - Customer Paid Job Cards, Costing & Invoicing - Warranty Jobs, Costing & Invoicing - Extended Service and Contribution Jobs - Multiple Pay Type Jobs and Invoice - Percentage splits - Internal Invoicing - Advisors Job Card log sheet - 4th Generation Service Tasks - Quotes and Proforma invoicing - Service History & Overview - Reports – Diary, WIP, Un-invoiced jobs - SIN Recap and Validation.

Benefits: Service Advisors
Pre-requisites: CAI – SYSSTN, SYSERM, SINDRV, SINFLG, SININV, SDS266

SVCREF - Vehicle Service Refresher Course
Optimise the diary and future bookings, by monitoring skills and resource availability - Monitor your workshop status, using the Advisor Log - Improve controls of sublet, discounts and policy adjustments - Control courtesy cars - Up-sell regular maintenance jobs, and previously recommended repairs - Additional charges included depending on type of repair - Auto-add VRC health checks, and specific labour lines like valeting, and pre-book the next visit on collection - Monitor workshop efficiency, and profitability - Design your own KPI and DOC reports - Review Marketing opportunities, regular maintenance, campaigns, lapsed customers, CSI follow up etc

Benefits: Service Managers, After Sales Managers
Pre-requisites: POWER Service experience

PTSREF - Parts System Refresher Course
Control discounting effectively to balance and retain customers, while maintaining maximum profit - Monitor Credits and Low profit, or any other area of concern within sales - Increase sales by subliminal advertising, making use of kits and special orders - Pro-actively market your customer base and monitor any lapsed customers - Fully control your stock orders to match customer demand, and prevent excess or obsolete stock building up. At the same time reduce the need for emergency orders - Analyse customer sales and profit, plus the departments' performance - Reconcile Parts stock with Accounts stock - Monitor all stock: obsolete, excess, seasonal, non-stock items, Watch and Zero Guide Parts

Benefits: After Sales Managers, Parts Managers & Supervisors
Pre-requisites: POWER Parts experience

MACREF - Management Accounts Refresher Course
Review of the whole system and the integration from all departments - Financial reporting and analysis - using DOC's, Accounts Analysis reports, Advanced G/L Review, G/L Balance Enquiries and graphs - Audit Trails and VAT reports - Standard Profit & Performance reports within each motor trade department - Additional features - Accounting Desktop, Bank and Dealer Stocking Plan reconciliations, Clean Up, Uploading data from Excel, regular journals and Standard Entries, benefits of Journal Vouchers and Purchase Requisition Control - Inter-divisional controls and posting - Security Profiles - financial access and control - Resolve any specific issues

Benefits: Dealer Accountants, Financial Controllers
Pre-requisites: POWER Accounts experience

VEHREF - Vehicle Sales Refresher Course
Monitor and review pending hot prospects - Analyse lost sales and advertising effectiveness - Monitor sales targets and objectives - Automate regular options and figures for each sales deal - Review accurate SIV and outstanding costs - Accrue and manage late cost - Produce your own stock report - Produce accurate profit reports - Review marketing opportunities and sales follow up - Open workshop for any other issues

Benefits: Sale Managers & Business Managers
Pre-requisites: POWER Vehicle experience