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Sales Department Alerts
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Over-Aged Vehicles
(Catalog# 4001)
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Reports all vehicles that meet your criteria (over a certain dollar value, over a certain number of days, and of a certain type - new, used, etc.) Choose from various list formats which includes a "lot report" checklist to assist in taking physical inventories.
Start your week off with a list of these "target" vehicles.
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Price:
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e-mail alert sample and detailed info
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Vehicle 'Lot Report'
(Catalog# 4001)
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One special formatting option of the Overage Vehicles Alert is the Lot Report. Set your overage days to 0 (which will show all vehicles in stock), and send this handy Alert to your sales managers on a regular basis to 'remind' them to take a physical inventory.
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Price:
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e-mail alert sample and detailed info
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Vehicles Reaching Over-Age Alert
(Catalog# 4002)
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Alerts you to vehicles the moment they meet their disposition (over-aged) date and otherwise match your criteria (over a certain dollar value, and of a certain type - new, used, etc.)
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Price:
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e-mail alert sample and detailed info
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ROs on Recently Sold Vehicles
(Catalog# 4003)
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Know when a customer has a problem on their "new" vehicle. This alert tells you when an RO is opened on a vehicle that has been sold in recent days. Use it to head off problems with a customer, or to alert the sales department of "chargebacks".
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Price:
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e-mail alert sample and detailed info
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Parts Department Alerts
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Parts GP% Out of Range
(Catalog# 1000)
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Sometimes parts are sold too cheap; whether its because your price matrices are not up to date, or because an employee sold something to a friend.
This essential alert tells you as soon as an invoice or ROs is issued a part where the profit is outside your target range. If the prices were overridden, the alert also tells you what the part would have sold for if the price had not been changed. Multiple options let you tailor this alert for your operations.
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Parts to Negative On-Hand
(Catalog# 1001)
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Don't let parts on your counter pad stay in a negative balance. Negative on-hand parts are usually the result of packling slips not posted, incorrect physical counts, or poor inventory control procedures. Also, negative counts may mistakenly drive down your counter pad value!
Use this alert to catch these errors as they happen because your staff may not recall what happened with these parts even a short time later!
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e-mail alert sample and detailed info
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Parts Overrides Alert
(Catalog# 1002)
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Know when your policies are being bent or broken. Alerts you to your choice of 35+ types of overrides including changes in price, cost, list, lost sales, manually entered parts, sales tax not charged, etc.
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Price:
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e-mail alert sample and detailed info
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Daily Parts Sales (Up to the Minute)
(Catalog# 1003)
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Reports today's Parts Sales up to the minute. Choose from multiple display formats including breakdown of sales by counterperson, and with or without gross profit percentages.
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Price:
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e-mail alert sample and detailed info
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Parts Invoices Open too Long
(Catalog# 1004)
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Stay on top of work in process, especially at month-end. This alerts arrives in time to make sure you close out all the open invoices you can. Alerts you to parts invoices that have been open for X days or more. Gives the customers name, dollar amount, date open and totals for dollar value and count.
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e-mail alert sample and detailed info
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Invoice Alert
(Catalog# 1006)
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Know when a big credit is written, a big sale is made, or monitor the activity of a certain group of customers. This alert keeps you in touch with the highlights of your parts & service operations.
Receive an alert whenever an invoice is generated that meets your criteria. Choose your criteria based on invoice or credit amount, customer numbers, quotes, ROs or invoices, or a combination of all 4.
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e-mail alert sample and detailed info
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Service Department Alerts
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ROs Open too Long
(Catalog# 2004)
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Control work in process and get month-end numbers up! Alerts you to specific ROs that have been open for X days or more. Gives the customers name, dollar amount, date open, etc. Default settings have this alert run a few days before month end.
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Price:
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e-mail alert sample and detailed info
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Unpaid Warranty Claims (Mgmt Sched Alert)
(Catalog# 5000)
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Cash flow help has arrived! Alerts you to warranty claims that remain unpaid even after X days. This alert goes "the extra mile" by providing the customer and vehicle information for each unpaid claim - something that even your ADP schedule doesn't give you. The warranty schedule alert is an example of the management schedule aging alert.
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Missed Service Appointment Alert
(Catalog# 2007)
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Sends an alert to the service advisor(s) when a customer misses a scheduled appointment. You set how many minutes late is considered a missed appointment - this alert does the rest. Alert contains all known phone numbers and (clickable) email addresses for the customer. Use the alert to salvage an appointment or quickly reschedule for next time.
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Daily RO Counts
(Catalog# 2002)
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Keep tabs on how many ROs were opened, closed, or carried over from yesterday. This alert summarizes the day's RO activity by Service Advisor.
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Price:
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e-mail alert sample and detailed info
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Daily Service Sales (Up to the Minute)
(Catalog# 2003)
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Reports today's service sales up the minute. Choose from multiple display formats including breakdown of sales by Service Advisor, and with or without gross profit percentages.
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Price:
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e-mail alert sample and detailed info
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ROs Ready to Close
(Catalog# 2005)
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A great cash-flow helper! Sends an alert on a schedule of your choosing that tells which ROs are ready to be closed (have all labor posted, etc.). You pick the status code(s), and let this alert remind you and your people which ROs are ready to be closed. Speed up collection by closing your ROs timely.
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Vehicles with too Many Repairs
(Catalog# 2000)
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Find out who's in the waiting room - right now, who may be in the market for a new vehicle... Checks all open ROs for vehicles that have been in the shop X times in the last N days. Doubles as an alert for the Service Department to point out repetitive repairs or potentially dissatisfied customers.
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e-mail alert sample and detailed info
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Labor GP% Out of Range Alert
(Catalog# 2006)
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Alerts you to specific ROs that have a labor GP% above or below your desired range. This alert has many settable parameters. Use this alert to adjust your billing before ROs are finalized, or to catch billing errors as they occur.
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Office Alerts (Except General Ledger Alerts)
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Questionable Credit Override Alert
(Catalog# 3000)
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Why did we let them charge? Decrease your overdue receivables by staying on top of credit. This alert lets you know as soon as someone has released a "questionable" credit override. (E.g. over 60 days, over credit limit, etc.)
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AR Invoice Alert - Example of Over-Credited Invoices
(Catalog# 3010)
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This example of the AR Invoice Alert shows how Silent Partner alerts you to over-credited invoices, forgotton invoices (meaning that the customer paid an invoice NEWER than an unpaid one, as well as PID errors. Overall the AR Invoice Alert will alert you to 11 different AR invoice issues.
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AR Invoice Alert - Example of Overdue Invoice Detection
(Catalog# 3010)
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Alerts you 11 different kinds of AR issues. This example detects and reports overdue invoices.
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Office Alerts (General Ledger)
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GL Transaction Alert
(Catalog# 5004)
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One of our most flexible alerts. Set the criteria for what you want to be alerted to once, we'll do the rest! Choose which GL Accounts, Journals, Control Numbers, Invoices, and/or Users to monitor. Optionally specify a dollar range and how much detail you'd like. Examples include watching policy accounts, warranty & finance charge write-off's, and monitoring what a new or suspect employee is posting.
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Management Schedule Alert
(Catalog# 5000)
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Alerts you to management schedule items that remain un-cleared even after X days. Common setups include detecting & alerting you to unpaid & aging: Warranty Claims, Cash Sales, Factory Receivables, Credit Card Sales, Contracts in Transit and Vehicle
Receivables. This flexible alert digs in deep to give you all the information you need to make your next step in turning your scheduled assets to cash, including the customer names on ROs and Parts Invoices.
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e-mail alert sample and detailed info
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Flooring Alert
(Catalog# 5001)
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Great cash flow assistant... Alerts you to vehicles that are sold and not paid off, as well as vehicles that are not floored, but could be. This alert digs deep to avoid false alarms.
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GL Account Balance Alert
(Catalog# 5002)
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Alerts you to GL Accounts which have balances outside your targeted range. When an alert condition is detected, Silent Partner sends you the current balance as well as a graphical 13 month chart of the account's historical balance. Use it to let you know when critical accounts such as parts inventory, labor inventory, service policy, or any other account is getting out of hand.
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Unpaid Cash Sales (Mgmt Sched Alert)
(Catalog# 5000)
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Alerts you to cash invoices that remain unpaid even after X days. This alert goes "the extra mile" by providing the customer information for each unpaid item. The cash schedule alert is an example of the management schedule aging alert.
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Included
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e-mail alert sample and detailed info
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Human Resource Alerts
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Employee Birthday Reminder
(Catalog# 6010)
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Alerts you to employee birthdays. Use the alert to simply remind you to wish employees a happy birthday. Set the alert to remind you X days ahead of time. (Requires the ADP Payroll module).
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Employment Anniversary Alert
(Catalog# 6012)
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Alerts you to employee's employment anniversary, and to new hires. Use the alert to prompt you to let employees know that they've achieved annual milestones. Set the alert to remind you X days ahead of time. (Requires the ADP Payroll module).
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Employee Review Reminder
(Catalog# 7000)
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Alerts you to employee reviews that are coming due. Set the alert to remind you X days ahead of time. (Requires the ADP Payroll module).
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Executive Alerts
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Check Alert
(Catalog# 3050)
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Know when a check is written that meets your criteria including amount range, vendor, check type (ODC, AP, or Manual), GL Account, or a combination of all 4. Choose from 3 different alert formats - 1) List of checks, 2) Picture of check(s), 3) List of GL transactions or Invoices that went into the check.
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System Administrator Alerts
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Missed Data Save or System Save Alert
(Catalog# 8000)
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Keep your data safe. Alerts you to a missed data save or system save. When a file save has not been done in X days or a system save has not been done in N days, an alert is sent.
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Alert Usage Report
(Catalog# 9100)
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Reports the days alert usage (who got what alert, when, and how.) When employees know you're watching, productivity improves.
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Other Alerts
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E-Print Monitor
(Catalog# 9010)
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Use this "Alert" to automatically send any ADP report (including MIS, ENGLISH, RPG and job-stacked reports) directly to your e-mail! Save time walking to the printer. Save money on paper, toner and "click charges". Insure that your daily reports are distributed to your key managers without relying on individuals. Finally, facilitate the importing of any report to popular programs like Microsoft Excel or Word. Reports can be delivered as an attachment, or directly in the e-mail body.
This alert requires the optional E-Print module, which is sold separately for $1500.00 US for 5 E-Print printer queues. Volume pricing is available upon request.
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Price:
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e-mail alert sample and detailed info
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