Aftersales
Workshop Loading calendar - Warning message displayed when entering Workshop Launch Control if the next years calendar has not been setup and bookings are now open for the following year.
Print Clockings - Clocking records can now be printed from the summary and detail tabs of the clock history from when looking at a labour line on a WIP. Useful for warranty audits. Format needs to be defined in the parameters. This will print the detail for the labour clocking tab you are currently displaying. Printing will go to the printer defined via the SU terminal printer setup. This will be the same printer as any Autoline report printing.
Service History Codes - When invoicing out a service job you can now record multiple (maximum of 3) service history codes if required on larger jobs.
The service codes will display within the summary section of the CRM vehicle history by right clicking and selecting Job Detail
Technician audit - If required the system can prompt for the technician to be recorded when parts are being requisitioned. The technician can be viewed in the movement history of the part. This is activated by activating the POS Parameter - Technician audit.
Continue to completion - Currently, when loading work that rolls over to the next day, the End of Shift form is displayed, which allows the user to continue to book the work. This has become easier to do with a new option (radio button) added to the form, called Continue to completion. This enables the user to book in each job that rolls over in one go, rather than manually booking the work in the workshop over several days.
Quick stock adjustment - From the Display stock card a link will be provided to allow parts quantities to be updated. This will be priority controlled from the stock adjustment account used in the parameters. This revised process will have the benefit of negating the need to create a WIP each time a Stock adjustment is required. The adjustment function may be accessed from the stock card display "Adjustment" button provided the user has the priority and the stock adjustment account has been set in the SM parameters.
Exclude Zero Quantities in Stock Check - Some dealers may wish to exclude zero quantity parts from their stock check list. In order to facilitate this, a new check box, Zero quantity, has been added to the Includes section of the Generate Stock Check form. By default this filter is on (ticked) to include zero quantity parts in the check list. In order to exclude zero quantity parts from the check list, untick this filter. No zero-quantity parts are then included on the resulting checklist produced. If stock is found for these parts during the course of the physical check, they may be added via the rough sheet facility.
Generate stock check – There is a new selection criteria of reorder category now available when generating a stock check.
Allocation of VSB requests to existing WIP - It is now possible to add VSB lines pushed to POS to an existing WIP, allocated to either internal or external customers. The standard Other jobs exist form is displayed and you can select an existing WIP from there.
Parts Campaigns – There is now functionality to increase or decrease parts discount based on Parts or Customer criteria. You may wish to run a campaign to have the price of all your slow moving stock reduced.
Parts Web Portal – There is now a parts web portal available for parts departments to offer to their customers, especially larger trade customers. This will allow them to enquire on availability (quantity) and price of parts, and to place parts orders all via a web portal. There is some setup required for this feature so please enquire with systimesupport@systime.co.nz for more information.
Email notifications – For parts distribution warehouses you can now have an email sent automatically to your dealers whenever a part supersession is performed. This notification can allow them to update their own system with the same supersession.
Campaign Notice Management – This will allow the service department to create their own service campaigns, with numerous vehicle selection criteria, which will be offered when the vehicle is first loaded onto a WIP.
Parts Stock Profiling - A new stock profiling utility has been developed that enables an Autoline customers’ stock file, movements and reordering setup to be analysed to establish potential improvement in obsolesce, stock holding and reorder categories.
This utility is initially seen as a management reporting tool enabling “What If” calculation queries of the dealership stock, once happy that the reported information accurately reflects the required stocking levels the utility can be processed in “Update” mode, whereby the stocking categories of parts will be maintained.
Tyre Database - If you stock and sell large numbers of tyres there is now a new database lookup for when you are deciding on what tyres to sell.
Vehicle damage – You can now record any damage (existing or otherwise) to a customer vehicle and this is saved with the WIP. From the Tools menu select the Vehicle damage option and you can then record existing vehicle damage.
Wip Attachments – Documents can now be attached to the WIP
Multiple service invoicing print process - Creating several different invoices from a single WIP especially when dealing with warranty items, is time consuming. Lines have to be set on-hold, the invoice-account has to be changed, invoices have to be printed, the WIP must be reloaded again etc. and therefore mistakes can be made easily.
A solution has been found to simplify this process, now you can assign certain payment codes to invoice to a defined sales ledger account. Print your customer and warranty invoice both at the same time
Estimate No – If an estimate is printed you will now see the estimate number displayed on the Order tab of the WIP details.
Customer Dates and Planned Dates - When you load a job on the workshop, as soon as you exit the Load screen, the Customer Dates and Planned Date in the Workshop tab of Service POS are automatically populated. Previously these got populated only after the WIP is saved.
Point-of-sale labour rates - Labour rate can now be set in a foreign currency where required
SMS Writer - Template messages can be saved that merge in information from the customer, vehicle and company record. This saves time entering things like the customer name and vehicle model and registration number when sending a txt mesage to advise the service is complete on their vehicle.
CRM
Vehicle battery capacity – For electric vehicles you can now store the battery capacity on the CRM vehicle record (displayed next to the existing vehicle fuel tank capacity field).
Mobile phone number – You can now specify separately if the customer does not want to be contacted by voice or SMS on their mobile phone. Previously there was only one setting that applied to both methods.
CRM Dashboard – New CRM dashboard for sales department activity. See separate notes for more details.
Opt In/Out – New more detailed customer contact method opt in/out table for use with the call centre module.
CRM user access control – On the Other details tab there are now some additional permissions that can be set.
Creating new vehicles in CRM – You can now filter to see only current models and variants when creating a new vehicle record.
VSB icon – This allows you to drill directly into Vehicle Stockbooks provided there is a stock number in the VSB reference field. Save time not needing to open the VSB module.
SMS Writer - Template messages can be saved that merge in information from the customer, vehicle and company record. This saves time entering things like the customer name and vehicle model and registration number when sending a txt mesage to advise they still haven't made a booking for their WOF.
General
GEDIT screen – There is a new GEDIT screen that now has a tool bar across the top of the form instead of the button down the side. This form is used in places where you can edit records such as modifying SL/PL accounts, parts stock file maintenance etc.
Grid copy to clipboard – You can now disable the Ctrl + right-click functionality that allows the user to copy the contents of a grid displayed on the screen to their clipboard. This is a per-user setting on the system tab of the user details form.
Improved lock messages – System will have improved record locked messages provide the contact details of the users who has locked a particular WIP, vehicle or customer record.
