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.
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 RO 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.
Detects when parts that were eligible for Paccar Parts coupons had no coupon applied, or when they were properly applied.
Use this Alert to:
Held Orders are a great feature. You can allocate parts to a customer and take them out of inventory so they can’t be sold to the wrong person. But when they’re forgotten about, they can cause both cash flow and customer service issues.
Use this Alert to:
Let's face it. You have to make adjustments to your parts inventory. But did you know that almost anyone can walk up to a terminal and literally write off any parts they want to? Use this Alert to:
Don't let money slip through the cracks. This Alert can notify you when any of the following are removed from an RO: freight, sublet, miscellaneous, cores, locally purchased, special order, or regular parts. Set a minimum dollar value under which removed items are ignored. Tune your parameters to only (or never) consider certain labor types, customers, PPCs, parts numbers and more. Use this Alert to:
This Alert can be useful for cash flow management AND customer satisfaction. First, the Alert shows you stock at other locations that can be transferred, and not reordered. Second, it shows you parts that were ordered for other customers, but are in-house still. In the right situations, you can 'borrow' the part(s) for your current need and either re-order or cancel the order for the original customer.
This Alert lets you know about parts that have been on order longer than 'X' days. Use it to proactively help customers instead of waiting for them to remind you that they still need help.
Let people know when parts are in. You can notify anyone that YOU want to be in the loop: the shop, inside/outside salespersons, or even the customer. Easily repair one of the biggest causes of customer dissatisfaction. Be proactive and your customers will remember.
This Alert notifies you when parts that have been requested by a customer still haven’t been ordered from the vendor.
Shows parts that one branch needs to buy that another branch has available (and won't harm their inventory levels.)
Description Coming Soon...
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.
Certain customers require a little more monitoring. This Alert can notify employees when a customer has just had an RO or Estimate written. Stay on top of those 'important' customers, and be aware when they need help.
Track a host of technician time issues. Compare actual time to booked/sold time by line, labor-op, or whole RO. Can be separated by customer pay, internal or warranty. Can also track by Technician and/or Service Writer. Graphing feature gives you a weekly or monthly view of who are your top (or bottom) performers are.
Know when an RO is being ignored, before the customer lets you know. Be notified when parts and/or labor haven't been posted in X days/hours/minutes. You can also utilize this Alert when factory or corporate policies dictate that work must begin within a certain amount of time after the truck is in your shop.
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.).
Catch AR issues before they happen! Be notified when customers hit certain past-due thresholds, when expected payments are NOT received, or unexpected payments ARE received. Ties into credit and collections notes as well.
Monitor over 10 different receivable issues, including: when a customer appears to be avoiding/skipping an invoice, when partial payment was made, when a payment is unmatched to a charge, when the customer took a credit, but never paid the original invoice, and more.
Practically any piece of customer information (name, credit limit, taxability, etc.) can be monitored for a change - over 60 data points! Use this Alert to keep track of internal changes that may be erroneus, or possibly fraud. Shows who made the change and when. Also shows both the old and new information so you can see if the change was legitimate or not.
Similar to the Customer Changes Alert, you can monitor over 35 data points in the Vendor file. Use this Alert to keep track of internal changes that may be erroneus, or possibly fraud. Shows who made the change and when. Also shows both the old and new information so you can see if the change was legitimate or not.
Know when a check is written that meets your criteria including amount range, vendor (number or name), GL Account(s), or a combination of all 3. 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.
Alerts you when the name on the check does not match the name in the Vendor file. Helps prevent and catch Payables fraud.
Alerts you when the a non-taxable customer is A) missing a tax exemption number, B) has an expired number, or C) when an exemption is about to expire. Make sure you have the required information, BEFORE you are audited.
Let all your key people know when a new customer account has been added. It allows them to welcome a new customer, and have the pertinent information at their fingertips when they arrive at your dealership.
Use this powerful Alert to manage your schedules, and share information within the dealership. From unpaid cash tickets, to warranties past due, to sublets not charged out, the Alert only gives you what needs to be reviewed. You can send right schedule to the right person without them having to remember to ask for it, or run it themselves.
Manage transaction exceptions without having to scroll through long displays or greenbar reports. One example would be to let your manager know any time their policy account was hit. Another use would be to let your controller know if a finance charge is written off. There are literally dozens of possibilities and combinations of this Alert.
If you know what you're looking for, this Alert can give it to you. Run simple or complex English statements, and output the results multiple ways. One advantage to this Alert over a regular report is that it can be multi company (several stores' data in one file). File extensions can be added so the data can be opened in other programs (Excel, etc.). Results can also be FTP'd to your web server (ie. New and/or Used inventory can be updated on your web site in near real-time).
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