Shop Manager

Overview

DealerLogic Shop Manager software platform that consists of 5 integrated modules and hundreds of business functions:

Customer Relationship Management (CRM)
Parts
Service
Document Management
Accounting

DealerLogic recognizes that all shops operate differently. And we have many customizable features that will allow you to tailor DealerLogic to suit your needs. At DealerLogic we listen to our customers and if a requested feature is not available we will often add it in an upcoming release.

Customer Relationship Management (CRM)

Customer Form

The Customer Relationship Management module or CRM is a cornerstone module available in all versions of DealerLogic. From the customer data-entry screen you can access all pertinent information about the prospect or customer including demographics, buying preferences and all interactions with the customer or prospect.

From the customer screen you can start most business processes to make it easier and faster for you. You can start sales quotes for serialized inventory, start repair orders, cash out customers at the point-of-sale, run credit checks, send email and much more. Customer information is transferred directly to the business process you initiate so that redundant data-entry or looking up information is unnecessary. And all of the activity that you have with your customer is automatically logged and is viewable from the history tab located prominently on the customer screen.

In addition, there is a vehicle locate feature that automatically searches for serialized inventory based on the preferred year, make or model that the customer is looking for. This will save your salespeople time and produce the best list of possible vehicles to show the customer.

There are also customer loyalty features which can be set to provide automatic reminders to follow-up with sold customers and prospects and provide automatic discounts on parts and accessories.

DealerLogic has excellent search tools to find specific customers or produce segmented customer lists based on more than 10 parameters. And if that is not enough, there is advanced filtering capability that allows you to segment lists to exactly what you want. All of this is done easily and quickly with the click of a mouse.

• Capture leads and track opportunities through several sales stages.
• Increase revenue by increasing visibility into your sales pipeline and enhancing sales lead conversion.
• Provide an effective tool for the salespeople to manage their call activity and funnel.
• Share customer, sales and marketing information across your organization.
• Insure consistent and repeatable follow up process with automated reminders.
• Records all customer purchases and activities like phone, email, and face-to-face.

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PARTS

Purchase Order Form

Get complete control of your parts department with DealerLogic. You can rely on DealerLogic to provide you with all the tools and automation to manage and maintain accurate inventory with complete confidence.

Point-of-service bar-code scanners and magnetic stripe readers make retail operations efficient. Impress your customers with a state-of-the-art POS system that will speed up check-out and improve accuracy in your parts inventory.

Be more profitable by updating your pricing information from your distributors. DealerLogic supports all distributor and supplier catalogs and we update parts pricing using catalog information at your request.

Save time using automated and online ordering. DealerLogic gives you the capability of threshold level ordering and will allow you to send orders over the internet with participating suppliers. Thresholds can be set up based upon seasonality to give you the level of control you need to be more profitable.

Replenish stock with hard information that tells you what sells and when. DealerLogic has analysis capabilities that will tell you when and how much of a particular item to order.

Have confidence in your inventory assets by simplifying the inventory counting process using DealerLogic’s unique cycle counting feature. You can count bin locations over a period of time to ensure that your inventory stays in sync.

Track activity on each and every item. Purchase, sale and adjustment history is maintained and is available for your auditing at any time. This detailed analysis will ensure that you can find the answers you want when you need them.

• Uses barcode technology (optional)
• Improves speed and accuracy
• Helps cashiers
• HP Point-of-sale hardware available
• OPOS compliant peripherals supported

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SERVICE

Repair Order Form

Get complete control of your service department with DealerLogic. You can rely on DealerLogic to provide you with all the tools to manage your technicians and customers with complete confidence.

Schedule appointments for your customers and assign technicians to repairs using DealerLogic’s familiar Microsoft Outlook-style calendar with enhanced features for service departments.

Explore service history for your customers and improve the level of service you give your customers. Help troubleshoot recurring problems and solutions.

Prepare estimates and convert to work orders for customer approved work. Assign labor, parts, sublet and shop supplies to any type of work order.

Measure technician productivity based on completed work. Statistics will uncover your most profitable and hardest working technicians.

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DOCUMENT MANAGEMENT

Go paperless DealerLogic provides you with a document management solution that will give you the ability to archive and recall any document. Imagine the time and money you will save when you no longer have to store, hunt, or mail documents between locations.

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ACCOUNTING

Accounting Deal Posting Form

QuickBooks integration. Choose the only dealership software package that is GOLD certified by QuickBooks to work with QuickBooks. We have been tested and proven to work with QuickBooks. You are guaranteed to be more productive with DealerLogic.

Eliminate redundant data-entry using DealerLogic’s simple and straight-forward interface for reviewing and sending transactions to QuickBooks.

With QuickBooks integrated accounting, DealerLogic delivers complete accounting controls for your dealership. QuickBooks is the #1 accounting software used by business of all types and sizes. If you want the security, scale-ability and flexibility that QuickBooks delivers, then DealerLogic is the perfect fit to run your dealership operations.

DealerLogic provides operational controls to help frontline dealership staff in the sales, F & I, parts and service departments complete their daily work. The accounting module limits access to those personnel who do not need to operate accounting software with sensitive information. With DealerLogic frontline personnel have the tools to better do their jobs and with QuickBooks accounting personnel have the best tools available to do their jobs.

• QuickBooks Gold Certified
• DealerLogic and QuickBooks is the perfect fit for your dealership.
• Eliminates data-entry
• Captures all fees and charges
• Creates Invoices
• Tracks payments (deposits)
• Receives Inventory
• Sends transactions directly to QuickBooks
• Uses Item-Account mapping to allow integration with existing Chart of Accounts

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