This three-day workshop is designed for Owners,
Service Coordinators and Service Managers to learn how to set-up and use the
Service and Parts Module.
We will learn how to:
- Organize your parts department in the system
- Do point-of-sale parts invoicing
- Create and print Workorders
- Purchase order parts
- Convert Workorders in A/R invoices automatically
- Set-up billing masks
- Audit the cash drawer daily
- Maintain credit card file for all credit cards
- Update parts pricing and other information
- Search for parts by description or part number
- Maintain complete Workorder files for each customer
- Track outstanding Workorder items
- Schedule Workorder items daily
- Assign required parts to service Workorders
- Print labels for parts customers, bins & parts
- Setup Warranty Service File
- Maintain flat rate and repair codes
- Much, much more!!
Learn how to use the Service and Parts reports on a
daily basis for ease in scheduling and managing the Service and Parts
Department.
Service reports include:
- Delivery status report
- Outstanding GetReady purchase orders
- Outstanding parts purchase orders
- Inventory-on-hand analysis
- Backorders
- Work Order Analysis
- Parts sales summary report
- Customer service history report
- GetReady analysis
- Package detail report
- Negative On-Hand quantities report
This workshop is led by a senior Rainmaker Software staff
member with the assistance of the Rainmaker Software technical staff.
Appropriate training manuals will be provided.