ADP Dealer Service South East Asisa

Autoline DMS Presentation
Prepared by
ADP Dealer Services South East Asia
150 Beach Road #20-07/08
Gateway West Singapore 189720
Prepared on
July 2, 2012
2.1 Autoline DMS System Overview
1) Autoline
Autoline is fully proven dealer management system with a long-term track record of global success, highly respected industry
leader, and one of the world’s most widely manufacturer-endorsed dealer management.
Full integration
• Autoline includes a suite of tools to manage all aspects of vehicle
sales and stock management. These covers showroom operation,
sales administration, stock control and accounting for new and used
vehicles.
CRM Module – at the heart of Autoline

• Autoline provides a single customer and vehicle database that is
used across the entire dealership.
• All customer information that has been captured and updated in
CRM is shared throughout Autoline. The objective is for all users to
have an accurate, up-to-date view of customer activities and history.
Key Features
• Multi-language support
• Multi-franchise support
• Multi-currency support
• Multi-company / multi-branch / multi-dealer
• User friendly graphic interfaces and web-enabled client
• Support interfaces to existing customer systems (EPC, WEB etc.)
2. DMS Plan 2
2.2 Autoline DMS System Detail
2.2.1 Sales System
Sales Function – Franchise Data Management
This module is contains specification master data. Many of the other modules call upon it frequently and the information is
delivered behind the scenes, as a result it has become known as a silent part of the software. However it must be stressed
that without this module the system could not operate efficiently in certain areas.
• Full franchise data of makers, models, variant
• Vehicle specification master data

- Combinations with variants
- Vehicle and option prices
- Factory-fitted options
- Generic and detailed color and trim combinations
- Options inclusion/exclusion control
- Dealer-fitted accessories
- Extended warranties
• Pictures for vehicle
2. DMS Plan 3
2.2.1 Sales System
Sales Function – Franchise Data – Package creation using option relationship.
To improve profitability, manufacturers and dealers offer customers a package of options for a reduced price using option
relationship function.
• Create Package and Enter price details
Set ‘Hit’ parameters
Hit count – when the 60% of the

number of items have been selected,
suggest the ‘pack’
Select Option types and

relationship
Hit Value - when matching items reach
Add required items 60% of the ‘pack’ value, suggest the
pack’
• At the quotation step, system can offer the pack automatically.
2. DMS Plan 4
2.2.1 Sales System
Sales Function – Franchise Data – Copy utility
Provide an easy method to quickly create specification lines, prices and relationships
• There are two copy options. < Copy specification >

- Copy specifications A future price generation can be
- Options created to copy details to
< Copy Options >

• To create vehicle specification
for new models or franchises
2. DMS Plan 5
2.2.1 Sales System
Sales Function – Showroom - Quotation
The enquiry process spans from the initial unprinted enquiry through to the printing of the vehicle order. The showroom
process is designed to be customer facing, as well as providing a sales tool to the executives using the Showroom module.
During quotation process vehicle selection, option selection, customer selection and finance scheme selection is required.
• The Enquiry Builder allows the quotation to be started from

the Final Summary screen. From here any of the elements
of the enquiry can be built in the order as required.
2. DMS Plan 6
2.2.1 Sales System
Sales Function – Showroom - Vehicle Specification Selection
During vehicle quotation, user can select vehicle model, variant, dealer fitted options, accessories and finance options.
Autoline support each items as a step. These information are based on franchise data.
• User can select franchise, model and variant
• User can select various options

- Factory-fitted options
- Generic and detailed color and trim
combinations
- Options inclusion/exclusion control
- Dealer-fitted accessories
- Extended warranties
• User can select manual options

- User should key in price and description.
2. DMS Plan 7
2.2.1 Sales System
Sales Function – Showroom – Trade-In
Most used vehicles are purchased as a result of a ‘Trade-In’ against the sale of another vehicle already on the Autoline system.
Up to three trade-ins can be attached to a ‘main’ vehicle record. The system can handle the settlement on any outstanding
hire purchase and any over allowance in value of the trade-in.
• The Stock Value and Adjusted stock values will

default to the purchase price of the vehicle. If there
is an over allowance on the trade-in, enter the
correct valuation figure in both of these fields. The
value in these two fields must always be the same as
each other.
• The trade-in purchase invoice is produced when

the sales invoice for the ‘main’ vehicle is printed.
2. DMS Plan 8
2.2.1 Sales System
Sales Function – Showroom – Trade-In
The user can enter vehicle damage.
The user can record vehicle adjustments and these can positively or negatively effect the trade-in value
• The flat car image can be displayed

• User selects an area on the screen
• Damage details can be entered
• Individual adjustments can be added

• These can positively or negatively effect the
trade-in value
Selecting a damage line

opens the damage Damage areas
details indicated
2. DMS Plan 9
2.2.1 Sales System
Sales Function – Showroom - Finance Detail
In the quotation a list of available finance schemes will be displayed that are compatible with the sale vehicle concerned and
which may be offered to the prospective customer as a method of funding the sale. Finance scheme should be registered
prior to vehicle quotation.
• Finance scheme maintenance is finance company

setting whether they are Hire Purchase, Hire
Purchase with a Balloon or Personal Contract
Purchase and facilities necessary to provide
finance offers to potential customers.
• One useful feature of Showroom is the facility to

assemble a vehicle enquiry using a finance
scheme. Should finance not be required, simply
clicking the Cash Payment or Dummy finance
scheme if shown and Next will show to the
completed enquiry summary screen. All the
relevant finance schemes that apply to the
quoted vehicle (due to age and price) will be
displayed, showing the finance company code,
the finance company type, the finance scheme
description and the full finance company name.
2. DMS Plan 10
2.2.1 Sales System
Sales Function – Showroom - Print quotation/order
If the prospective customer would like a printed quotation or alternatively they may be ready to sign an order form for the
vehicle being offered for sale then these can be printed from within the final Quotation summary.
2. DMS Plan 11
2.2.1 Sales System
Sales Function – Showroom – Hand over diary
Hand over function provide both the sales person and the customer with a visual display of available handover booking
appointments
• Providing a mechanism to book and

record handover details allows the
dealer to manage their resource
utilisation
• This will improve customer
satisfaction by ensuring handovers
take place at a time when the sales
person can devote adequate time to
carryout this key stage of the sale
• Ensuring these handovers take place
during ‘quiet’ business periods
ensures staff availability for new
prospective customers
• Leading to increased sales, improved
profit and enhanced customer
satisfaction
2. DMS Plan 12
2.2.1 Sales System
Sales Function – Showroom - Demonstration Vehicle
Autoline allows the creation and maintenance of a database of available demonstrators, available for customers and
executives alike. Information is available when the vehicles are booked out, which individual has been booked to and
additional driver information such as driving license details and insurance.
• The system allows to separately book,

start, complete and cancel a booking
allowing the control of availability of
demonstrator vehicles.
• Any damage that has occurred to the
demonstrator vehicle can be
recorded by a list of user specific pre-
determined codes.
• It is also possible to control which
user has the access to fully authorize
bookings.
2. DMS Plan 13
2.2.1 Sales System
Sales Function – Showroom - Stock profiling
Valuing a used vehicle, in particular a trade-in, is a very emotive process.
The dealer wants to pay as little as possible but the Customer wants as much as possible. There is always the potential for conflict.
Autoline provides the dealer with tools to help them. Justify the price offered to the customer.
• Dealer can create a profile for any

VSB Company / Location / Period
• Stock profiling allows the dealer to make

informed decisions
- Do I have a requirement for this vehicle?
- Have I sold this vehicle before and how
profitable was it?
- If I do not have a requirement, is there a
requirement from other branches within the
company?
• These factors can influence how the vehicle price

is calculated
2. DMS Plan 14
2.2.1 Sales System
Sales Function – Vehicle Stock Book - Stock Vehicle creation
Stock records can be created in 3 different ways
- OEM record creation via Manufacturer interface (to be developed for Honda specifics)
- Accepting customer orders created in Showroom / - Manual creation.
• A vehicle acknowledgement would typically

include:
- Dealer order number/date
- Factory order number/date
- Vehicle configuration data
- Vehicle component reference data e.g.
Chassis Number
- Vehicle build schedule e.g. Build date, Gate
release date
- Vehicle consignment details e.g. Date, Value
- Vehicle order status
2. DMS Plan 15
2.2.1 Sales System
Sales Function – Vehicle Stock Book - Stock Vehicle Search
A comprehensive vehicle search facility is provided in the Vehicle Administration module and showroom to help find a specific
vehicle. A search can be done on any one of the many available criteria but a combination of the different criteria is not
possible.
• User can search vehicle stock with

various search conditions.
- Stock book number
- Order number
- Registration number
- Full Chassis
- Account status
- Progress code
- Adoption data
- Date/Tax point (VSB only)
- Short chassis (VSB only)
- Franchise
- Government number (VSB only)
<Search in VSB>
<Search in Showroom>
2. DMS Plan 16
2.2.1 Sales System
Sales Function – Vehicle Stock Book - Vehicle Search
Autoline support general search utility for CRM data. The Vehicle search will allow you to search on the Registration number,
Chassis number and any Commission number about new and used vehicle. CRM screen will be changed as the category of item
you selected and display detail of selected item.
• Three options for vehicle search

- Registration Number
- Chassis number
- Commission number
Details of Vehicle
2. DMS Plan 17
2.2.1 Sales System
Sales Function – Vehicle stock book - Vehicle Purchase
A vehicle stock record can be created at any point in a vehicle’s life. It is recommended that a vehicle stock record is created
for the first time when the vehicle is ordered from the Manufacturer or Importer. An advantage of creating vehicle stock
records when the vehicle is ordered is that the dealership can anticipate pipeline stock, thus providing potential cash flow
and profit opportunities with enhanced customer satisfaction.
• Multi-company, multi-branch and multi-franchise • If vehicles are created when ordered from the
• Integration to general ledger and accounts receivable manufacturer it is possible to progress and control
and payable. the vehicle stocks entirely through the Autoline
• User-defined purchase order types vehicle stock book.
• Extensive build specification facility
2. DMS Plan 18
2.2.1 Sales System
Sales Function - Vehicle stock book - Accepting Showroom contract
Once the order has been confirmed within Showroom, a link is made to Vehicle Stock Books (VSB). The option Accept
customer orders needs to be taken; this provides a facility to accept new or used orders. Accept customer orders will
subsequently create or update an existing vehicle stock record transferring the enquiry details
• Vehicle orders have to be accepted from

showroom before invoice is raised into vehicle
administration
• Price list orders can be checked using the Find

Stock option. In system parameters, ‘priority to
accept price list orders’ one can set whether
users have to search stock before accepting
price list orders or not
• It allows vehicle administrators to search for
matching stock vehicles
• This prevents vehicle administrators from
ordering vehicles (as quoted in Showroom) that
are already in stock
• Reduction in unnecessary stock and improves
stock turn
2. DMS Plan 19
2.2.1 Sales System
Sales Function - Vehicle stock book - Reserve Vehicle
Once a customer has chosen the vehicle they wish to purchase the vehicle stock record can be changed to show that the
vehicle has been reserved for that customer. It is recommended that the Progress code of the vehicle is changed to show
that the vehicle is reserved and the Customer Relationship Management (CRM) record for the customer is attached to the
vehicle.
• Vehicle reservation is controlled by

progress code
• The A/c status will normally be Ordered,
Consigned or Adopted.
2. DMS Plan 20
2.2.1 Sales System
Sales Function – Vehicle stock book - Vehicle Sales Invoice
The first sales invoice on a vehicle stock record is the ‘main’ invoice. If more than one invoice is to be raised for the vehicle
record the subsequent invoices are known as the ‘supplementary’ invoices. The ‘main’ sales invoice is usually produced before
the hand over of the vehicle to the customer.
• Individual line by line specification of

each invoice item
• Non-recoverable cost, showing sales
values, taxes, amount and actual cost,
estimated cost of preparation work
can be used as an invoice value limit
from after sales
• Facility to monitor finance
commissions and factory bonuses on
an individual unit basis
• Late cost control with user-defined
cut-off on estimated costs
• Monitoring of actual versus
estimated profit by vehicle
2. DMS Plan 21
2.2.1 Sales System
Sales Function – Vehicle stock book - Cost/Profit Analysis
The Total income and total costs on a vehicle are summarized on the Costs & Profit tab. The purpose of the Costs & Profit
screen is to provide a snapshot of the vehicle profitability at a point in time. The system uses estimated costs instead of the
real costs until the real cost is processed.
• If the actual cost is less than the estimated cost,

the system will still use the estimated cost until
the ‘cost line’ on the vehicle is corrected.
• If the actual cost is greater than the estimated

cost the system will automatically post the
difference to the Profit & Loss Account and show
the higher figure in the values
• If the actual cost is equal to the estimated cost

the system replaces the estimated cost with the
actual cost in the calculations
• The vehicle margin figure is not affected by any

new vehicle discount allowance made on the
vehicle sales invoice. This discount allowance is
included in the Recoverable sale value.
2. DMS Plan 22
2.2.1 Sales System
Sales Function – Vehicle stock book - Audit/Log file
From a Stock record the Log file can be opened.
Provides full audit trail ensuring accuracy and visibility
Allows detailed monitoring across multiple records providing the facility to monitor user input.
• Shows Audit data specific to the vehicle loaded

• Ability to remove the Stock number, change
details and select a specific field, along with
other criteria
• Data shown for the specific criteria across all
stock records
2. DMS Plan 23
2.2.1 Sales System
Sales Function – Vehicle stock book - Update Vehicle Selling Prices
Automated process using pre configured prices reducing the risk of input errors.
Ability to react quickly to price changes. Quick and Easy to use, does not require senior staff to be involved.
In addition the process is simplified, reducing the time to update prices, hence improving the workflow for the user.
• When Manufacturers update their vehicle prices, it is likely

that new vehicle stock records, at specific statuses, will
require their selling prices amended
• Alternatively when key vehicle items increase in price due to
changes in legislation or supplier price increase, for example
vehicle tax, this will also need to be updated on certain
stock records
• Update selling prices gives the user the control to make
these changes quickly, effectively and efficiently
2. DMS Plan 24
2.2.1 Sales System
Sales Function – Vehicle stock book - Vehicle Location changes
This facility is designed to control the vehicle as it moves between locations within the same VS company.
Automating the location transfer process provides the dealer with a ‘Movement Advice Note’.
This provides an audit trail and an acceptance document for the transfer, ensuring visibility of transfers.
• From the vehicle menu, we can select ‘Location

Transfer’.
• This opens a new screen allowing the user to
select the new physical location.
• Once the new location has been selected, the
user confirms their selection
• In addition the process is simplified, reducing the
time required to make a transfer, hence
improving the workflow for the user
2. DMS Plan 25
2.2.1 Sales System
Sales Function – Vehicle stock book – Vehicle Company transfer
To Improve stock management, Autoline provides automated vehicle stock transfers tool .
Transfers of ‘unsold’ stock instantly visible and available for sale in the receiving VS company, maximising stock visibility
< Automated Vehicle Stock Transfers >
• Purchase Invoice for requesting branch

• Sales Invoice creation on supplying branch
• Statuses are updated by the system
• Postings are made automatically as per normal
purchases and sales documents
• Stock records created automatically
• Visibility of process can be viewed within
Showroom No suitable stock exists in the users own VS company(Region1)
Matching stock is available in VS company(Region2)
Vehicle Vehicle Matching stock at Region2

Stock book Stock book
Showroom
Region 1 Region 2
2. DMS Plan 26
2.2.2 Marketing & CRM System
Marketing & CRM System Process
CRM module stores prospect and customer information and support various tools to support salesman. CRM activity is started
when user visits. Beside this, Salesperson start CRM activity according to own plan. Salesperson records customer details, activity
details and plan about other follow-up.
Customer Inbound Pre-Sales

Visit Call Activities Follow-Up
Complaints
Customer Yes Load Select Generate
Exist? Customer CRM Activity Contact
CSI
No
Create Campaign
Customer
Parts Sales Service Accounting
2. DMS Plan 27
Marketing & CRM System Function – Prospect & Customer Management
CRM module manages current customer information. In addition to this, it also manages whole customer data like prospect
creation information, contact, follow-up. Autoline customer data is integrated with in CRM module, other modules share
CRM customer database.
• Customer management policy

- Prospect and customer is integrated and Customer Type
managed as customer. VIP
- Prospect and customer are distinguished by
customer type.
Advocate
• Details of prospect & Customer
- Autoline requires detailed customer
Supporter
information to user - Address, Contact, Job,
Interested Vehicle model, life style, etc.
- Autoline supports customer specific Repeat Customer
additional information when required.
- Mandatory data field can be controlled based
on user requirements. Customer
• Owner management for customer data

- By default, customer creator is owner. Prospects
- Reassign of salesperson by sales manager.
2. DMS Plan 28
Marketing & CRM System Function – Spend Analysis
The Spend Analysis tool records purchase transactions directly linked to a customer record. This data can then be reviewed
and analysed within the customer record.
• Spend Analysis is created from purchase

transactions when they occur.
• This is for any configured department where
trading occurs:
- Vehicle and accessory invoicing
- Service department invoicing
- Bodyshop department invoicing
- Parts department invoicing
- Daily Rentals invoicing
• Key transaction data is created against the
customer record each time.
• Overview
- Visual control
- Date range control
- Department control and results
- Detailed results
2. DMS Plan 29
Marketing & CRM System Function - Loyalty Management
Customer loyalty can be managed by keying in loyalty card type information by CRM module.
Loyalty card type which is inputted by salesperson is a fundamental data for loyalty management.
Autoline supports reports for loyalty analysis and evaluation.
• Customer Loyalty Measures

- Detail loyalty management using Loyalty card
- Direct input customer Loyalty card to customer
detail
• Loyalty card registration

- Define loyalty cards
• Analysis customer loyalty

- Loyalty analysis report is provided by sales and
service module.
• Evaluation analysis of customer loyalty

- Performance report according to customer loyalty
card is provided by CRM module
2. DMS Plan 30
Marketing & CRM System Function – Sales Activity Management
To support sales activity of sales person, Autoline support MyCRM. Through MyCRM, user can easily do sales activities;
contact customers, letter generation, campaign management, contact management, complaints management.
• Daily/Weekly view of various information for

sales activity.
• My tasks
- User diary – daily or weekly view
• My Customers
- Customers allocated to uses
• My Enquires
- Displays user's open showroom enquiries
• My WIP’s
- Displays all WIPs allocated either to specific
user or to user’s branch
• Today’s Performance
- Outstanding contact follow-ups, highlighting
any overdue
2. DMS Plan 31
Marketing & CRM System Function – Statistics
Statistics is a collection and analysis of numerical data . Statistics may reveal underlying patterns in data not normally
observable. If used correctly statistics can separate the probable from the possible. Statistics are driven from Autoline
transactions so reflect actual performance
• Autoline enables dealers to set department

objectives and measure performance against
those objectives
• These objectives can be set against a Team or an

Individual for;
- Vehicle Sales (Showroom, Vehicle stock books
and CRM)
- Aftersales (Point of Sale and CRM)
• Statistics can be displayed by Executive or Team

• Statistics can be displayed by Department
• Statistics can be presented by several times
frames
2. DMS Plan 32
Marketing & CRM System Function – Team management
It is possible to link a child team to more than one parent team allowing matrix management reporting with CRM Statistics.
Dealer A
Work Sales Team

CRM
shop
Team Team 1 Team 2 Team
smith John Mac
2. DMS Plan 33
Marketing & CRM System Function – Database Cleansing
Database Cleansing reports assisting with the maintenance of raw data, plus a de-duplication facility that identifies
duplicate data from customer, company and vehicle, including history, sales analysis , outstanding showroom enquiries
and WIPs, either by using a pre-defined method or user definable search.
• Database Cleansing
- Filtering data which has high probability of
duplication
- Merge and delete of duplicate data after
search and selection.
- Transfer related date at the same time.
• Consolidate files
- Automatic Prospect and Customer Status
change according to role configuration.
- Automatic deletion of Useless Prospect ,
Customer and, Vehicle data
• File Usage statistics

- Check file usage by CRM Data
- Extend size of data files
2. DMS Plan 34
Marketing & CRM System Function - Contact Management
Contacts are entries that are stored against a customer record regarding any communication that has occurred between the
person and the dealership. This includes any letters, mail shots, CSI questionnaires, complaints and contacts that have been
stored through the business process. For example, a prospective customer has enquired about a new vehicle and the sales
executive is going to follow this up with a telephone call.
• Contacts can be used by all departments to

record customer communication:
- Sales - Contacts can be completed as part of
the sales process of selling a vehicle
- Service - Contacts can be used for booking
services and MOTs for existing customers
- Parts - Contacts can be created to remind the
parts advisor to follow-up when a particular
part comes into stock for a customer.
- Credit Control - Contacts can be completed to
chase up creditors.
• Autoline provides contact analysis reports by

default. Using user-defined report, dealer can
generate dealer specific reports according to
dealer’s requirement.
2. DMS Plan 35
Marketing & CRM System Function – Contact Type
Contact codes indicate what activity and communications have occurred between the dealership and the individual. Analysis
of specific contact codes can indicate to the dealership what has exactly been happing within a specified time period. Contact
codes can be created for various reasons to record communication.
• Contact type is an activity identifier.
• Customer contact can be categorized by contact

group and contact type.
• For visit, telephone call, mailshots and letters. Code and Description
• System generated contacts, for example, after

bodyshop estimating.
• User can also define follow up contact type Chain information

when define user-defined contact type.
Follow-up activity
• User can define contact and contact chains for
business process. Other controls
2. DMS Plan 36
Marketing & CRM System Function - Contact Follow-up
On a daily basis current due follow-ups on screen can be accessed. Follow-up basically follows predefined contact chain rule.
When a previous outstanding contact exists within a customer record and another is required that does not follow on from
the existing contact a new chain must be created.
• Outstanding contact automatically displayed on my

task of sales person.
• Warning about contact that user should follow-up
• Follow-up follows predefined chain rule.
• If follow-up requires another contact chain, new

contact chain should be created.
• Detail of follow-up can be adjusted.
• User can predefine specific follow-up rule.
2. DMS Plan 37
Marketing & CRM System Function - Complaint Management
The complaint produced within Autoline works in a similar way to contacts, allowing the recording of an initial complaint
followed by contact chains to satisfy or lead on from the original complaint. By using the specific icon to record the
complaint the system determines that a complaint has been made and not just a normal contact. Therefore, providing
specific analysis of different complaints and the outcome.
• Complaint registration
- Complaint recording
- Complaint type, description, date, contact and executive
- Customer status
• Follow-up plan
- Follow-up plan for contact
- Follow-up exec, follow-up date and follow-up type
• Follow-up target search

- Search to-do list for a sales person
- Follow-up notification for a customer when searching
customer and own vehicle
• Follow-up execution
- Warning as Follow-up schedule passes
- Contact execution to Follow-up complaints
- complaints contact closing
2. DMS Plan 38
38
Marketing & CRM System Function - Campaign Management
Campaigns is a feature of the CRM module that allowing for definitive lists of people who should be contacted by an
associated initial mailing exercise and then by any subsequent follow-up that is required.
• Campaign configuration
- Template registration by Campaign type and
campaign target.
- Determine campaign target (Prospect or Customer)
• Conduct Campaign
- Printing Direct mail&Label, sending e-mail and
sending SMS,
- Integrated management of campaigns from Sales,
Service, Parts and Accounting
- Setting follow-up type and executive for Campaign
• Follow-up activities for Campaign

- Customer feedback to campaign is recorded when
follow-up
- Warning on delay of Follow-up
• Analysis and reporting of Campaign

- Analysis and reporting using report generator
2. DMS Plan 39
Marketing & CRM System Function – Mailing & SMS
Effective communication between the dealer and customer is key to a mutually beneficial and successful relationship.
Using the right media channel and right time increase the campaign effectiveness and reduce costs.
CRM Service
• SMS and E-mail messages can be initiated

from within the customer record
• A SMS campaign and An E-mail campaign can

be created from within CRM.
• Pre-defined SMS templates can be used in

Point of sale
2. DMS Plan 40
Marketing & CRM System Function - CSI Questionnaire Setup
Customer satisfaction questionnaires allow the view of current and previous surveys by department by customer record.
• The functionality allows the recording of

returned questionnaires for marketing surveys
and CSI telephone initiatives. If desired, more
than one questionnaire per department can be
set-up within CRM, for example, a separate
New and Used vehicle purchase survey.
• Contact history is record each time CSI scores

are documented against a customer record,
therefore, allowing the data to be analyzed.
2. DMS Plan 41
Marketing & CRM System Function - CSI Survey
Once CSI is recorded within CRM a contact history line will be posted to the customer record in conjunction with the
documented scores the customer has given. If any follow-up contact is required after the questionnaire has been completed, a
follow-up can be recorded within the CSI questionnaire after recording the scores.
• Once the customer satisfaction survey

results have been documented they
can be viewed within the customer
record. Previous departmental
questionnaires can also be shown with
the option to amalgamate all
departmental surveys to view an
average score.
• Contact history is also recorded once

survey scores have been saved, if a
low CSI score has been given to a
department the casefile will report
this when the customer is loaded
(subject to system setup).
2. DMS Plan 42
2.2.3 Aftersales – Service System
Service System Overview
Three modules composed of Workshop loading, Point-of-sales and Purchase control support dealer Service business in Autoline
DMS. CRM and Accounting modules as well as these 3 modules have some organic relations between them. For franchise specific
data, Manufacturer system module is provided.
CRM Workshop Loading(WL) MS
Point of Purchase
Sales Control
(SO) (PC)
Accounting
2. DMS Plan 43
Service System Process - Service Overall Process
Vehicle
Booking Service Reception
Identification
Determine/Confirm
Order processing Estimate
Scope of work
Quality inspection Invoicing
2. DMS Plan 44
Service System Process - Booking
Yes
Request Customer/ No Create Customer/ Load Customer/

Booking Vehicle exist? Vehicle Information Vehicle Information
Service Check & Reserve Determine Record Customer’s

reception Capacity Scope of Work Request
2. DMS Plan 45
Service System Process - Service Reception
Customer with Yes Retrieve & Load

advance Booking order
booking?
No
Yes
Create a new Customer/ No Create Customer/ Load Customer/

Repair order Vehicle Exist? Vehicle Information Vehicle Information
Prepare & Print Determine Record Customer’s

Repair Document Scope of Work Request
Job Card
Order
Processing
2. DMS Plan 46
Service System Process - Order Processing
Execute
Time control
Schedule & Allocate Mechanic receives Obtain Parts

Parts
Job to Mechanic Repair order for Repair
Dispatch Execute Execute

Sub-contract work Repair work Diagnostic job
Additional Job Quality Inspection Invoicing
2. DMS Plan 47
Service System Process - Costing and Invoicing
Verify Print Pro-forma

Prepare document
Charge account for Verification
Pro-forma
Receive Payment & Customer Collects

Print Invoice Vehicle
Invoice
Print
Warranty Invoice
Warranty
Invoice
Warranty
process Posting
Accounting
2. DMS Plan 48
Service System Function – Booking (1/2)
It is fully integrated with other modules and it gives user all relevant information to repair vehicle such as capacity for labour &
availably for part, service history and vehicle/customer data
• Repair order can start from CRM. Customers can be Customer details
easily retrieved are presented to
using CRM validate any missing
• Search facility for customer phone
information
number and etc.
• Facility to display or edit customer &

vehicle case file
Related vehicle details
• Select vehicle in POS to invoke Recall are also displayed
Campaign.
• Courtesy car booking for customer’s

mobility
• Follow-up activities can be created for

estimate
Available courtesy car is
The selected vehicle’s Recall
displayed.
• Integrated update of new and existing Campaign is displayed
customer & vehicle.
2. DMS Plan 49
Service System Function – Booking (2/2)
When a customer calls, the reception will check workshop capacity for service advisor and record the customer’s request and i
nformation.
• Appointment time agreed and reserved at

time of booking repair.
Add line to meet to
• Advisors included on loading form to see customer.
all available resources.
• Service receptionist time reserved to

Menus can be loaded to repairs,
meet customer upon arrival. allowing customer receive, handover
and quality control to be loaded.
• Customer return time agreed and
reserved at time of booking repair.
• Integrated to current a repair order

processes.
Appointments booked against service

advisors. All repairs follow this
appointment.
2. DMS Plan 50
Service System Function – Reception
When a customer arrives with the vehicle, it is vital that the vehicle is checked in. This process involves recording the mileage of
the vehicle, checking for exiting damage and the vehicle now available to be worked on.
• Check Advance booking
• Job status codes to cover booking, work-

in progress, held for parts, correct labor
skill, customer authorization, sub-let on
order or received and completed Previous WIP or advance
booking is displayed.
• Sub-let order processing and verification Search facility for customer
phone number and etc.
• Integrated document archive feature
• Service reminder for the next service The repair order can
be easily booked The repair order
into the workshop is integrated with
• Automatic service/repair history update. the booking
process
The repair order
requirements are subsequently
added from the updated with the
Wizard process real time activity
status
2. DMS Plan 51
Service System Function – Order Processing (1/3)
Workshop capacity is provided in the various tools to maximise workshop resources
• Real time based workshop activities can be

monitored Resources capacity usage
information is provided to
• Real time based technicians’ activities can be maximise workshop
monitored resources and see the
earliest dates available
• No-human resources(i.e. ramp) can be
configured for clocking.
• Each technician availability can be adjusted The workshop controller can
Courtesy car capacity
quickly. usage information is
easily see the current activity
of each technician and colour
• Holiday planner is given provided coding by status code
• Multiple shifts/teams are supported and it
provide controller to check capacity by grouping.
The color coding legends
• The technician’s skills are configured for each provide filter options to
ensure maximum control
skill’s level.
• Automatic jobs assignment to technician
according to the predefined condition
• The suspended jobs are automatically turned The workshop controller can
easily see the current activity of
over to the next day each repair order
2. DMS Plan 52
Technician’s activities are recorded by clocking on real-time base
Technician activity is
• Touch-screen is supported for easy continually recorded as Once selected the repair order
clocking. either productive or idle status will be updated to show
this as being In Progress
• The operation is highly visual
• Single or multiple tasks can be clocked Managing idle time is key
on/off to improving technician
utilisation
• Single task can be clocked by multiple
technician
• Performance can be benchmarked across
technicians for KPI
• Technician status that display all the
technicians’ status in workshop(Name,
Vehicle Reg. no., WIP/Idle, Start time)
• Service history/Job card can be printed on
touch-screen by technician
• Clocking information is automatically
written back to WIP and synchronized
with WIP
2. DMS Plan 53
2.2.4 Aftersales – Parts System
When a technician has completed the job and detailed the work carried out on the job card, it would be beneficial to
electronically store this document with the job, to enable the user to view at any time.
• To allow the user to electronically store

the completed job card via a scanning
machine onto the system.
• Scanning job card will be linked to the job

on the vehicle service history.
• Job cards can be scanned before the

repair order is invoiced and can be
scanned many times.
• The system will communicate with the

scanner you have connected and display
the scanning screen . To allow the user to electronically
store the completed job card via a
The job card can be retrieved scanning machine onto the
from the Service history. system.
2. DMS Plan 54
Service System Function – Cost & Invoicing
If repair job is completed, the related documents (job-card, estimation, requisition/delivery note, invoice and credit note) can be
printed.
• In addition to split or multiple invoiced, It is possible to The split can be made either by
split individual lines. This allows the value of the single percentage or by monetary
line to be invoiced to separate accounts. value, and a line can be split
Also Autoline can easily deal with producing multiple up to five ways.
invoices from the same WIP. This saves time by not
having to create a separate WIP for each different type if
work.
• Pro-forma invoice is particularly useful when talking a

customer through an invoice as negotiations may change
the final cost.
• When a job is finished, there is no need to manually

complete labor lines, because this process is done
automatically. After a job has been completed, a user
can prepare a Invoice for when the customer arrives.
• If goods are invoiced to the wrong customer account

number in error, Autoline provides a mechanism to
credit the document value, and re-invoice a different
customer without having to re-enter all the product
details again.
2. DMS Plan 55
Parts System Overview
Four modules as like Stock management, Point-of-sales, Purchase control and Stock checking support dealer parts business in
Autoline DMS. CRM and Accounting modules as well as these 4 modules have some organic relations between them. For
franchise specific data, Manufacturer system module is provided.
Price
CRM Stock Management (SM)
Master
Point of Purchase Stock

Sales Control Checking
(SO) (PC) (SC)
Accounting
2. DMS Plan 56
Parts System Process - Stock Management Process
General information about each stock record as like stock description, supersession information, quantities, locations, prices,
proper stock level suggested by system based on sales history in POS and etc is maintained in Stock management module.
Stock Supercede Demand Price

Management Management Management Management
. Stock Qty . Transfer Stock . Calculate Max/Min . Retail Price
. PO, BO by Part No. . Transfer P/O . Calculate AMD . Purchase Price
. Movement . Transfer B/O . Cost Price
Receive
Binning of Parts
Shipment
Binning List
Stock
Location
Management
Management
Release
Picking of Parts
From POS
Picking Slip
Delivery Note
2. DMS Plan 57
Parts System Process - Parts Sales Process
There are two cases for parts to be requisitioned. One is from customers and the other is from workshop. If the required part is
available, the stock can be picked from the warehouse and otherwise, the order process for the part can be progressed and the
part will be reserved for the WIP automatically after receiving.
Workshop Accounting
Retail Sales
Stock/Fleet
Stock Yes
Pick Parts Delivery Parts Invoice
Enquiry
Parts Request Picking Delivery Note Invoice
from Workshop No Slip Requisition
Receipt Stock
B/O to PC
Process Allocation
Print Receive Return

Return Invoice Return Parts Return
Cancel
Cancel
Credit Note
Credit Note
2. DMS Plan 58
Parts System Process – Parts Purchase Process
Parts orders can be generated by three ways in Autoline, line by line input in Purchase control main screen, customer back order
from POS and periodic stock order. Parts orders are maintained by suppliers and order types. Parts orders are received by
suppliers.
Receive Order
Form POS
Generate/Input Yes
Verify PO Submit Order
Order
Run Periodic
Order Proposal No
Amend PO Supplier
& Regenerate Order
Receive
Receive
Delivery
By Supplier/GRN/PO
Information
2. DMS Plan 59
Parts System Process - Stock Checking Process
Theoretically stock quantities maintained in system should be same as that of the warehouse. But with some reasons as like
operations missing and so on, stock difference may occur. In this reason, periodic stock checking is needed and Autoline
supports this stock checking process.
Accounting
Regenerate
Yes No
Stock Discrepancy Update Stock
Checking Sheet
Annual
Stock Check
Perform
Generate Stock
Physical Input Check Result Adjust Stock
Checking Sheet
Check
Perpetual
Stock Check
2. DMS Plan 60
Parts System Function - Part Stock Information (1/2)
Various information is maintained for each stock record in SM(Stock Management) module of Autoline, so users can retrieve the
data as necessary at any time. In each stock record, users can see stock description, supersession information, quantities, locations
prices, the proper stock level suggested by system based on sales history updated by POS and so on.
• Parts supersession control, including multiple and

repeat supersessions
If there is any supersession information, the related
stock list in the chain will be displayed and users can
select any in the chain.
• Automatic re-classification of re-order categories

Based on sales history updated by POS, average
monthly demand for the stock and the related reorder
category is recalculated at EOM
• Up to 9 bin locations per part

Problem parts as like Overages/Shortages/Damaged
parts can be transferred to some other locations not
Main. Locations to which can be accessed can be set
by operators.
• Kit/assembly parts management (parts package) and

be able to be used during ordering
2. DMS Plan 61
Parts System Function - Part Stock Information (1/2)
• System generated maximum and minimum re-order
levels based on average demand, lead times, period
between orders and re-order category
- Based on sales history updated by POS, average
monthly demand is recalculated at EOM
- Maximum level is calculated based on average
monthly demand and period between orders and
minimum level quantity is calculated based on
average monthly demand and lead time
- This maximum and minimum levels will be used to
suggest order quantities in Stock order generated
by system.
• Up to 36 months parts movement history retained
• Full analysis of outstanding

purchases and customer back orders
on each stock record
• Quantity on P/order and B/order is

recorded on stock record and some
more detailed list can be checked.
2. DMS Plan 62
Parts System Function - Parts Sales (Point of Sales)
Parts can be picked for customers in the case of counter sales and for service department in the case of being requested by
workshop in Point of sales module . All operations in Point of sales module is maintained by a WIP. There are CRM customer
information, SL account information and other general information in a WIP.
• Full integration with Service Point of Sale, CRM,

Vehicles and Accounts modules.
• Prices and discounts determined by product

code, customer category and source of parts,
for example, stock, VOR and etc.
• Credit limit check at start of enquiry and before

invoice print
• Account invoice control with update to Account

Receivable
• Parts orders from service, and other dealers

can be processed in this screen.
2. DMS Plan 63
Parts System Function - Create Parts Order
If stock is not enough in Point of sales, the customer order can be recorded as Lost sales or can be ordered by saving the part
status as back order status. This customer back order from POS is transferred to Purchase control module and the part received
for this order will be reserved for this customer automatically.
• Parts reservation for customer facility for

both parts and service
- If stock is available, the part can be
reserved for the customer to prevent
this part from being used for other
customer
• Automatic back order creation for stock

order, VOR and collect lines
- If stock is unavailable, the part can be
ordered and this order line is transferred
to Purchase control module.
• Automatic customer back order allocation

on receipt
- If the part for this customer back order
is received , the part is reserved for the
customer automatically.
2. DMS Plan 64
Parts System Function - Parts Order Line
During parts order line creation, order status can be assigned according to stock availability and price & discount rate can be
assigned automatically according to customer and order type.
• Prices and discounts determined by

product code, customer category and
source of parts, for example, stock, VOR
and etc.
• The part status can be “P” (Picked) or “R”

(Reserved) if stock is available, “S”(Stock
B/O) or “V” (VOR B/O) if stock is not
available.
• The physical quantity and the available

quantity is maintained in Autoline for each
stock record. Although a part is not picked
from the warehouse, the available quantity
can be reduced if the part is selected or
reserved in other WIP.
• Different stock location can be managed by

operators if required
2. DMS Plan 65
Parts System Function - Picking, Parts Invoice & Cash Receiving
If stock is enough, the part can be picked from the warehouse and the related documents (requisition/delivery note, estimation,
invoice and credit note) can be printed. Payment can be done in Point of sales.
• Picking & Requisition

- Picked from the warehouse
- Picking slip and Requisition can be printed
- Stock will be changed to Work in progress in
accounting module
• Invoice
- In parts counter sales, parts can be invoiced to
customers directly
• Payment in POS
- Facility to enter cash amount and credit card
numbers against payment amount
- AR will be reduced as the amount received in POS
2. DMS Plan 66
Parts System Function - Other Dealer Stock Enquiry
If stock is not enough in POS, other dealer stock can be checked and can be ordered for other dealers in Autoline DMS.
• During the parts sales process, user

can check other dealer stock
automatically and if wants, can order
to other dealer/branch
• This supports improvements on stock

turnover
2. DMS Plan 67
Parts System Function - Intercompany Parts Order
If dealer has no enough stock and wants to obtain parts because of urgency, parts user can request via intercompany order.
Requested order can create
• If parts order from other dealer is

created automatically after WIP of
requesting dealer is saved.
• Requested dealer can select a WIP

created automatically by daemon
and invoice immediately.
• The invoiced part can be received in

the requesting dealer and reserved
for the requesting WIP automatically.
2. DMS Plan 68
Parts System Function - Part Purchase Order
Parts order can be generated by three processes and can be maintained by supplier code and order type. Parts orders can be
merged or edited before submitting to manufacturer.
• Parts order can be created as like this…

- Periodic stock order
- Customer back order from POS
- Line by line input normally for local parts
• Suggested stock orders with merge and edit

control prior to transmission
• Order type: Stock, VOR and local supplier

‘collect’ order control
• Order download to manufacturer without re-

keying (subject to the appropriate
manufacturer interface being in place)
• Direct access from Point of sales module and

direct access to stock information
• Report for B/O list by P/O, Analysis for P/O
2. DMS Plan 69
Parts System Function - Receive Parts
Parts can be received by line, GRN, supplier number
• Receiving by line, GRN, supplier number
• Manage order status, ordering,

acknowledgement, receiving
• Automatic customer back order

allocation on receipt
• Verification of suppliers invoice after

goods received
• Integration with accounts module
• Special cost prices with ‘from-to’

effective dates
2. DMS Plan 70
Parts System Function - Part functions – “Return Parts”
When receiving parts, some problem parts can be transferred to a separate location pre-defined by system setup.
• Transfer stock location

- Before returning parts, it is needed to transfer
stock to return location to prevent the parts to
be returned from being sold in POS
• Generate returns order

- If accepted by manufacturer, this option will
generate a negative purchase order for any
stock in the returns location.
- After transferring the return parts quantity to
return location, ‘Generate Returns Order’ will
generate (-) purchase order
2. DMS Plan 71
Parts System Function - Stock Checking
To maintain the actual stock quantities in system, the actual quantities should be updated to system periodically. This periodic
stock checking process can be supported by Autoline.
• Interim full or partial variance

analysis on demand
• Full integration with General

ledger for adjustments and/or
write-off
• Transaction audit facility covering

sales, purchases and transfers via
General ledger or stock file
• Integrated rough sheet facility for

unknown items
2. DMS Plan 72
Parts System Function - Update Price File
These functions are to update master price file and to update parts information file from master price file to dealer .
• Update price file

- Automatic Price File Update option
from the Master Parts Price File
Menu
• Update stock file

- When a new price file has been
imported, the stock file will need to
be updated to reflect any changes
(for example, price changes and etc.)
- This is performed using the Update
stock from price file option on the
Master Parts Price File Menu.
2. DMS Plan 73
2.2.5 Accounting System
Accounting & Management System Overview
Autoline accounting module consists of account receivable(sales ledger), account payable(purchase ledger) and general
account(nominal ledger). Mainly and all transactions occurred in Autoline DMS are posted through invoice buffer after running
“Print daybook”.
Showroom Print Daybook End Of Month
Account
VSB Receivable
(SL)
Balance Sheet
Workshop Account Income Statement
Invoice Payable
buffer (PL)
Parts Management
Warehouse Information
Nominal
Ledger (MA, AA)
Warranty (NL)
Assets
2. DMS Plan 74
Accounting & Management System Process - Account Receivable Process
In the Workshop or Showroom, they sell the any item like service, parts or vehicle, the transaction data will be posted to Sales
Ledger and Nominal Ledger. After invoicing, the cash allocation control will be controlled by Sales Ledger.
<Parts Department> <Sales Department>
Print Delivery Print Create Quotation Print order

note Invoice/Credit
Attach Deposit
Take Deposit
Print invoice
Create Create
Journal Posting AR Document
Allocate Receipt Reconcile

Receive Cash in SL
to SL Invoice & Post Receipt
(Only vehicle)
Close Vehicle
2. DMS Plan 75
Accounting & Management System Process – Account Payable Process
If there is purchase transaction in the workshop or Showroom, the financial transaction document is posted to Purchase Ledger
and Nominal Ledger. And based on a financial policy or system setup, financial team should verify the invoice value to payment.
<Parts Department> <Sales Department>
Place Parts Order Create vehicle

stock
Receive goods Receive vehicle

Into stock
Select Document
Register Invoice Register Invoice
for Payment
Generate /Approve Authorize

Invoice Verification
Payment List Invoice
Generate Pass
Posting of clearing
& Print Cheque Registered Invoice
2. DMS Plan 76
Accounting & Management System Process - General Accounting Process
Basically traditional three ledger is “Sales Ledger”, “Purchase Ledger” and “General Ledger(Nominal Ledger)”.
The Nominal Ledger is main Ledger and Sales Ledger and Purchase Ledger is called Sub Ledger.
Those Ledger are involved with Nominal Ledger and all of ledgers are posted to Nominal Ledger.
Sales Ledger Purchase Ledger

Account Account
Cost center Profit

Profit&&Loss
Profit &Loss
Loss Management
Nominal Accounting
Account codes
Balance Sheet
Balance Sheet
Expense code Balance Sheet
Fixed Assets
2. DMS Plan 77
Accounting & Management System Process - Management Report
Every module provides management reports and also has Ad-hoc/RG utility to take data. Account module provides balance sheet
and income statement and provides management information.
Showroom
Ad-hoc/RG
PL
VSB Ad-hoc/RG
Ad-hoc/RG
Workshop SL
Ad-hoc/RG
Ad-hoc/RG Balance Sheet
Invoice
buffer Income Statement
Parts
Warehouse
Ad-hoc/RG NL
Ad-hoc/RG
Management
Warranty
Information
Ad-hoc/RG (MA, AA..)
AR
Assets Ad-hoc/RG
Ad-hoc/RG
2. DMS Plan 78
Accounting & Management System Function - Account Receivable(Sales Ledger)
Sales Ledger can maintain the debtor’s information which is the sale type, VAT type, credit limit and financial information. And
for the non-trading transaction, user can make a document for non-DMS sales transaction.
• Debtor record management

- Manage and display the debtor’s information like
credit limit, Point of Sale parameter for invoicing
purpose and customer information which is linked
with CRM customer or company
- Check the financial value, transaction and aged
debtor analysis based on Turn over, Outstanding
• Manual posting of non-trading transactions

- Input the non-trading transaction
- Select the option to input all gross value or vat
value
• Document transfer
- If any transaction is invoiced wrongly, user can
transfer this document to correct sales account
without any posting action.
2. DMS Plan 79
Accounting & Management System Function - Account Receivable (Purchase Ledger )
For the credit customer, Autoline provides a credit chase management which can print credit letter and outstanding report
which customer has outstanding value. And regarding cash allocation, user can control the payment and deposit.
• Credit Chase Management

- Credit chase management to follow up the debtor.
Using this function
- Maintain the overdue transaction of customer
- Print the credit letter to send it to customer
- Outstanding report to grasp the overdue customer
• Cash Allocation Management

- Cash Allocation management post Sales Ledger cash
receipts onto customers’ accounts
- “Full/partial allocation”, “Cancel allocation” and
“Transfer/Analysis outstanding”
• Customer Deposit management

- “Take Deposit”: take the customer deposit value for
vehicle sales which is linked with CRM customer
- Transfer the deposit to another customer and also
refund the deposit by user’s priority
2. DMS Plan 80
Accounting & Management System Function - Account Payable (Purchase Ledger )
Purchase ledger can maintain the Creditor’s information like company information, Currency, credit limit, remittance account,
GIS account and financial information. Also for the non-OEM supplied transaction or sundry purchase, Autoline provides manual
posting function.
• Creditor record management

- Manage and display the creditor’s information
- Credit limit, Remittance account, nominal GIS ledger,
and customer information which is linked with CRM
customer or company
• Manual posting of non-OEM supplied transactions

- Even though it is not purchase transaction of parts
or vehicle, user can input the any purchase invoice
if any cost of purchasing is generated.
• Invoice Register & invoice authorization

- Invoice Register to record supplier invoices onto the
Purchase Ledger immediately received, before
being circulated to the managers for approval
- Log their dispatch to the authorizing managers
- Prevent any unapproved invoices from being paid at
this stage
2. DMS Plan 81
Accounting & Management System Function – General Ledger (Nominal Ledger)
General Ledger is so-called “Nominal Ledger” in Autoline system. This is main ledger for accounting module and user can
maintain the general financial information like currency, branch, location and create a non-AR, AP journal.
• Manual Journal posting

- User can input the manual journal posting
which is regardless with Workshop or
Showroom
- If users have repeated journal posting, they
can have their standard journal scenario and
import them as they want
• Multi-branch
- For the large-scale dealers which have many
division or branch, Autoline provides the
branch and division
- According to system configuration the financial
report can be divided and management can
comprehend the divisional or branch
performance easily
2. DMS Plan 82
Accounting & Management System Function – General Ledger (Nominal Ledger)
Autoline provides various enquiry screen which is related to financial analysis. User can comprehend the financial status of
accounts and print the financial BS/PL report.
• Drill-down to transaction details

- Enquiry account transactions with detail
information.
- Provides sorting by date and various filer options In
the detail enquiry screen
• Flexible financial reports

- Autoline provides the various financial reports and
balance sheet with print and extract options For the
Korean specific
2. DMS Plan 83
Accounting & Management System Function - Fixed Assets (Asset Register)
Through the Asset register, user can maintain their asset. This is fully integrated to General Ledger.
• Asset Management
- Manage the asset with method of calculation In the
asset management
- Control not only the asset information but also cost
center, charge account and revenue account
- Fully integrated to General ledger
• Automatic depreciation process & disposal

- Proceed the valuation using depreciation upon the
method chosen
- In case of depreciation, there is a option to check
the report only and update and report
- Shows proposed depreciation without nominal
accounting posting
- Asset movement function to allows the user to split
reclassify or transfer the asset
• Flexible depreciation method

- Pre-define the method which they want to calculate
and adopt the method to the asset
2. DMS Plan 84

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Autoline DMS Presentation

CRM Module – at the heart of Autoline

• Full franchise data of makers, models, variant

• Vehicle specification master data

• Pictures for vehicle

• Create Package and Enter price details

Set ‘Hit’ parameters

Hit count – when the 60% of the

Select Option types and

• At the quotation step, system can offer the pack automatically.

• There are two copy options. < Copy specification >

< Copy Options >

• The Enquiry Builder allows the quotation to be started from

• User can select franchise, model and variant

• User can select various options

• User can select manual options

• The Stock Value and Adjusted stock values will

• The trade-in purchase invoice is produced when

• The flat car image can be displayed

• Individual adjustments can be added

Selecting a damage line

• Finance scheme maintenance is finance company

• One useful feature of Showroom is the facility to

• Providing a mechanism to book and

• The system allows to separately book,

• Dealer can create a profile for any

• Stock profiling allows the dealer to make

• These factors can influence how the vehicle price

• A vehicle acknowledgement would typically

• User can search vehicle stock with

• Three options for vehicle search

• Vehicle orders have to be accepted from

• Price list orders can be checked using the Find

• Vehicle reservation is controlled by

• Individual line by line specification of

• If the actual cost is less than the estimated cost,

• If the actual cost is greater than the estimated

• If the actual cost is equal to the estimated cost

• The vehicle margin figure is not affected by any

• Shows Audit data specific to the vehicle loaded

• When Manufacturers update their vehicle prices, it is likely

• From the vehicle menu, we can select ‘Location

< Automated Vehicle Stock Transfers >

• Purchase Invoice for requesting branch

Vehicle Vehicle Matching stock at Region2

Customer Inbound Pre-Sales

Parts Sales Service Accounting

• Customer management policy

• Owner management for customer data

• Spend Analysis is created from purchase

• Customer Loyalty Measures

• Loyalty card registration

• Analysis customer loyalty

• Evaluation analysis of customer loyalty

• Daily/Weekly view of various information for

• Autoline enables dealers to set department

• These objectives can be set against a Team or an

• Statistics can be displayed by Executive or Team

Work Sales Team

smith John Mac

• File Usage statistics

• Contacts can be used by all departments to

• Autoline provides contact analysis reports by

• Contact type is an activity identifier.