Features

Features of our automotive DMS solution, DataCar DMS

The main features of DataCar DMS are presented below. For each module, a detailed description of the standard and/or advanced features is provided.

Standard DMS features.

layers-plus Advanced DMS features.

Manage Customer & Vehicles (standard)

  • Client Centric
  • Simultaneously display key data about a customer and his vehicle with the after-sales history.
  • Fast modification of certain key data about the customer and/or vehicle.
  • Create customer and his vehicle.
  • Fast access through buttons to actions that will be pre-filled with this customer/vehicle data (Create appointment, RO, parts reservation).
  • Manage Customers
  • View all the customer’s details (General, Marketing personnel, Pricing, Financial, etc.).
  • Create a Customer sheet.
  • Modify all available data.
  • Delete a Customer sheet in certain scenarios.
  • Edit a Customer sheet.
  • Fast access through buttons to actions that will be pre-filled with this customer/vehicle data (Create an appointment, repair order, parts reservation, etc.).
  • Manage vehicles
  • View all the vehicle details (general, options, contracts, technical campaigns, after-sales history, etc.).
  • Create a vehicle sheet.
  • Modify all available data .
  • Delete a vehicle sheet in certain scenarios.
  • Edit a vehicle sheet.
  • Fast access through buttons to actions that will be pre-filled with this vehicle data (and from related customer, create appointment, repair order, etc.).
  • Elimination of double customer records
  • Display potential double entries based on the “Name” field of the Customer sheet.
  • Choice of customer(s) to merge with whichever will be retained.
  • Manage standard messages
  • On a customer and/or vehicle sheet, create visible message(s) in the different main actions of each service (appointment, create RO, part sale, NC order, NC and UC invoicing, etc.).
  • By default the “PUBLIC” message type is available and all of the company’s users can see, modify, delete and add them.

Customer management (advanced)

  • Manage satisfaction questionnaire
  • Create a questionnaire.
  • Use a questionnaire.
  • View the questionnaire.
  • Customer waiting
  • Indicate that the customer who has dropped off his vehicle, is awaiting its return after completion of the work, in person, at the dealership.
  • View customers who are waiting in the form of a table.
  • Configuration of a warning alert and the users who will receive this alert in pop-up form.
  • Postal compliance processing
  • Retrieval of customer file.
  • File processed by an outside company.
  • Return of standardized customer file in terms of postal addresses + lists of potential double entries to handle + specific indication on customer sheets with an unknown or incomplete address.

Send e-mail and text messages (standard)

  • Send e-mail
  • Send an e-mail according to the “e-mail” field on a customer sheet.
  • Multiple transmission of an e-mail batch on the basis of criteria based on data from the customer and/or vehicle sheet.
  • Manage model with merger fields available on the customer/vehicle sheet.
  • Manage context for the choice of model to use (example: a model made for the NC service will not be posted in the Workshop module).
  • Send text message
  • Send a text message on the basis of the “Mobile no” field on a Customer sheet.
  • Multiple transmission of e-mail batch on the basis of criteria based on data from the customer and/or vehicle sheet.
  • Manage model with the merger fields available on the customer/vehicle sheet.
  • Manage context for the choice of model to use (example: a model made for the NC service will not be posted in the Workshop module).
  • Automatic transmission of text message in accordance with standard stages.

Tools (standard)

  • Home page widgets
  • Display the day’s calendar with the day’s events.
  • Programmable display of list(s) of predefined data for the main automotive activities (workshop-warehouse-NC-UC) .
  • Calendar
  • Manage events on a calendar available for each user account of a company with the option of generating alerts for the user.
  • Associate a link to certain of the company’s records such as a customer sheet, a repair order, a part sheet, etc.
  • Print a calendar.
  • Event log
  • Tool for viewing changes made on the basis of data for many records with the date, time and user account that initiated these events. Example: create a repair order, delete a customer sheet, update a part sheet, etc.
  • User shortcut management
  • User setup of shortcuts to access the key function through buttons on the screen.
  • User setup of shortcuts to access the key function through the keyboard keys (F1, F2, F3, etc.).

Lists (standard)

  • Standard lists.
  • Standard lists placed at your disposal for each dealership activity considered as crucial (example: part revenue, NC stock, UC entry, Workshop entry number, etc.).
  • Export these lists in Excel open Office.
  • Edit these lists in PDF formats.

Lists (advanced)

  • List planner.
  • Automatically generate activity reports according to different time criteria (daily/weekly/monthly, etc.).
  • Generate an event in the calendar of user(s) with the activity report in PDF format.
  • Carsquery (query module).
  • Create simple Query (requests) on standard frames provided (customer/Vehicles file, AS Invoicing, parts file, etc.).
  • Edit your queries in activity report and/or in PDF.
  • Export query results to Excel (Microsoft licence mandatory) or to Open Office (simplified Excel mode without Microsoft licence).
  • Create a specific activity report intended for all users from a query request.

User profiles (standard)

  • User profiles.
  • Available “standard” security levels by function and department depending on the selected modules.
  • Association of user accounts and standard security levels depending on the user’s role and department.

Security & Messages (avancé)

  • Manage advanced Customers/Vehicles messages.
  • Create new type of special messages (accounts, After-Sales campaign, etc.).
  • Grant read permission or total access to these types of messages and by users.
  • Manage customised security.
  • Create specific security profiles.
  • Allocate these profiles to approved users.

Payments (advanced)

  • Manage payments
  • Manage opening and closing of cash register.
  • Manage several cash registers on one company.
  • Data entry of a payment in connection with an invoice.
  • Data entry of a payment in connection with several invoices.
  • Data entry of a customer advance payment.
  • Print cash journal.
  • Generate the accounting interface for payments (without using the bank remittance form).
  • Manage bank remittances.
  • Allocate payments on a bank remittance form.
  • Generate the accounting interface for bank remittance forms (without using the accounting generation of payments).
  • Edit a bank remittance form.
  • Manage bill of exchange statements.
  • Generate statements according to different criteria.
  • Edit a simple statement.
  • Edit a statement with a bill of exchange.
  • No generation of accounting entries on the bills of exchange.

Hand held terminal (advanced)

  • Barcode reading
  • Modify laser printouts to add printing of barcode (chassis, RO, Customer no., Part number).
  • Use the barcode scanner to find a part number, RO, chassis, customer number instead of keyboard input.
  • Option, for parts only, of associating a barcode different from that of the part number, and using it to debit the part.

Customise activity reports (advanced)

  • Customise activity reports
  • Needs analysis when the standard activity reports are not enough to customise the report.
  • (After acceptance of the Quotation) Provide the customised activity report.
  • This activity report is supplied in the list planner (if the module is selected beforehand).

Parts file (standard)

  • Manage parts file
  • CCreate/modify/delete a part sheet containing all the descriptive and pricing information of the part number ***.
  • Manage a stock sheet by parts warehouse (stock, compartment, comments, managed by warehouse).
  • Archive and view the movements made on this part number.
  • Calculate consumption and revenue of the part number per month and years.
  • Link to supplier orders, delivery notes, invoices/credit notes/quotations on this part number.
  • Link to replacements and equivalence of this part number.
  • Archive and view the total and/or partial inventories made on this part number.
  • Manage miscellaneous items.
  • Create/modify/delete so-called “miscellaneous” items that are not managed in stock (example: delivery charges).
  • Archive and view the movements made on this item.
  • Calculate the quantities and revenue of this item per month and per year.
  • Parts price simulation
  • Display the prices of a part number according to the selected sales discount terms.
  • Display the prices of a part number under the pricing conditions of the selected customer.
  • Calculate a final price according to the quantity and manual application of percentage discount on sale.
  • Display the stock available in all the warehouses where the user has rights for the part number consulted.
  • Price update
  • Manually generate the price update of part numbers on the basis of an external file***.
  • Indicate the sales coefficient to apply on the part numbers purchased in net prices.
  • Depending on the manufacturers, automatically generate replacements, equivalence and obsolescence of part numbers.
  • Part replacement.
  • Manually generate replacement of parts from a given supplier.
  • Option to transfer or not the available stock from the old to the new part number.
  • Manually generate the obsolescence of an item without replacement item.
  • Configuration available to retrieve certain information (Compartment, Comments, etc.) from the old item for the new item.

Parts file (advanced)

  • Manage related items
  • Configuration of linked items (item associated with another).
  • Associate items on the parts sheets concerned.
  • Automatically insert the item on the invoice when the part number input is configured with that item.
  • Multiple supplier management
  • Configuration of another supplier’s data on a part number.
  • View the best part supplier at the time of entering the part number in a parts order.
  • Allocate to another part order automatically when the choice of the best supplier for an item is different from the supplier of the current order.
  • General-purpose price update
  • Provide a standard file format to follow.
  • EManually execute this general-purpose price update.
  • Configuration of the automatic planning of this general-purpose price update (optional functionality).

Parts stock (standard)

  • Supplier orders
  • Manually create an order for supplier parts ***
  • Automatically generate an order proposal according to supplies consumed, the stock management policy configured on the part sheet, the back orders and the available stock.
  • Depending on manufacturers, order dispatch interface directly with the manufacturer.
  • Back order information and management.
  • Customer order book
  • Indicate parts to order for a customer from a repair order or warehouse folder.
  • Indicate missing parts for a customer with the reason.
  • View, modify and delete.
  • View, modify and delete parts to order and sales lost in the order book.
  • Print order book.
  • Generate a supplier order on the basis of the customer order book.
  • Link between supplier orders, entering parts associated with that order into stock and the repair orders (and warehouse folder) at the time of the customer’s request.
  • Entering parts into stock
  • Manually create entries of parts into stock***.
  • Add part numbers into stock with option of backdating an entry into stock and recalculating movements according to that date.
  • Automatically import manufacturer delivery notes when the interface is available.
  • Create a delivery note on the basis of a supplier order listed in the database.
  • Depending on the manufacturers, automatically generate replacement parts supplied in a delivery note.
  • Depending on the manufacturers, automatically generate instructions as part number in a delivery note.
  • Depending on the chosen configuration, update of part sheet data according to the delivery notes received (for example: Update purchase prices and/or sale price).
  • Correct entries of parts into stock
  • Modify an already validated delivery note for modification of a purchase price.
  • Modify an already validated delivery note for modification of a stated quantity.
  • Archive correction entries on the part sheet.
  • Choice of partial correction (the user chooses the part numbers to correct) or total correction of the delivery note.
  • Parts movements and stock transfer
  • Generate stock movement on a part number that is neither a sale nor an entry into stock (example: correction of software stock in relation to physical stock).
  • Transfer stock between 2 warehouses of the same company.
  • Inventory management
  • Total or partial inventory data entry.
  • Choice of very detailed criteria for partial inventory data entry.
  • Option to configure blocking of stock movements on a part number while stocktaking is in progress.
  • Option to input a recount of part numbers when the software stock is different from the inventory input).
  • Edit inventory differences, stock corrections generated when validating and valuing the inventory.
  • Automatic period ends
  • Automatically trigger the period end of part stocks to calculate consumption and average sales.
  • Automatically print stock valuation before and/or after the period end.

Parts stock (advanced)

  • Parts purchasing
  • Configuration of families of parts associated with a billable option code (for the accounting interface).
  • Configuration of the purchase document template (journal, etc.).
  • Associate known supplier delivery notes with the Parts purchase document ***.
  • Configuration of the automatically generated invoice lines according to the delivery notes selected: lines grouped by families or lines in detail for each item of the delivery notes.
  • Generate the accounting interface of Parts purchase documents (optional).
  • Manually create a parts purchase invoice without related delivery notes.
  • eSHOP21
  • Associate a barcode that may be different from the part number.
  • Record supplier delivery notes on a terminal with barcode reader (only if known barcodes are present on the part and if the computer delivery notes are known beforehand in the software***).
  • By printing pick form from the RO, part stock debit through the terminal with barcode reader.
  • Option to add items to start on an RO from the pick form and the terminal with barcode reader.
  • Edit barcode only, label with barcode (without sale price) and packing list for an RO.
  • Cycle stocktaking input through the terminal with barcode reader.
  • Merge parts orders
  • Tool to merge part order for the same supplier.
  • Customer reservations
  • Create a reservation for a part in stock for a customer
  • Display reservation on the customer sheet.
  • Display reservation on the part sheet.
  • Factor in the reservation for the proposed Part order.
  • Factor in the reservation for the debit from available stock (without blocking).
  • Manage reservation duration to render reservations not invoiced obsolescent.
  • Invoice reserved parts in stock from the reservation module to automatically close it.
  • Edit part reservation.

Parts sales (standard)

  • Multiple price manager (simplified mode)
  • Create a multiple price according to a calculation method (coefficient or as a percentage).
  • View the different prices applicable from a part sheet for all the multiple prices configured.
  • Automatically apply the Price in invoicing based on the configured criteria and the document criteria.
  • Invoicing/quotation of parts
  • Invoicing of sales of “counter” parts.
  • Data entry of parts to debit on workshop repair orders.
  • Generate a quotation on a warehouse folder.
  • Depending on the chosen configuration, debit of remaining stock on a replaced item before the debit on the replacement item.
  • Depending on the chosen configuration, when inputting the replaced item, automatic switchover to the replacement item.
  • Print Invoicing/Quotation in PDF
  • Print the Quotation and invoice in PDF.
  • Print Proforma in hard copy and/or in PDF.

Parts sales (advanced)

  • EOM invoicing & Customer delivery note
  • Cancel customer delivery note of part in invoicing.
  • Manually print part sales invoice grouping the customer’s delivery notes.
  • Use the automatic generator of “end of month” invoices on the basis of the customer’s delivery notes.
  • Multiple price manager (simplified mode)
  • Create a multiple selling price according to more complex criteria (on the basis of families of parts, types of internal sale, customer categories, etc.).
  • View the different prices applicable from a part sheet for all the multiple prices configured.
  • Automatically apply the Price in invoicing based on the configured criteria and the document criteria.

Customise standard printouts (advanced)

  • Standard warehouse printouts
  • Customise Invoice-Quotation-Proforma printouts.
  • Customise Orders-Delivery note-Inter-site movement printouts.

Appointment schedule (standard)

  • Simplified appointment schedule
  • Create, modify and delete Workshop appointments in an appointment diary.
  • Create a repair order on the basis of the appointment.
  • Information about the next appointment in client centric.
  • Manage colour according to appointment status (Appointment, RO Created, RO Finished, RO invoiced).
  • Simplified appointment taking if the customer and/or vehicle are listed in the database.
  • Display appointments in different types of calendar available (general, detailed, delivery calendar, etc.).

Appointment schedule (advanced)

  • Manage capacity
  • Manage labour capacity according to a theoretical attendance schedule per worker and per day, without days off, paid leave and public holidays.
  • Possible production team management for workers.
  • Manage receiving clerks’ attendance according to a theoretical attendance schedule per worker and per day, without days off, paid leave and public holidays.
  • Manage a maximum number of appointments per day and per receiving clerk excluding days off, paid leave and public holidays.
  • Reception & Delivery schedule
  • Display appointment schedule according to the reception dates and times per day and per receiving clerk.
  • Take appointments according to the reception schedule.
  • Display the appointment schedule according to the dates and time of vehicle delivery and receiving clerks.
  • Modify the receiving clerk from delivery to an appointment.
  • View appointments to take delivery and deliver by receiving clerks and by time on the same daily calendar.
  • Production schedule
  • Display the appointment schedule according to the production date and time, per worker and per team.
  • Take appointments from the production schedule.
  • Allocate the worker and the time of the production of the appointment on a daily calendar.
  • Display the schedule per worker team, per production date and time.
  • Display in list mode the day’s appointments according to the work start time.
  • Replanning the estimate to complete
  • Automatically generate an appointment for the next day and for the estimated time to complete in relation to the time spent if the RO is not closed.

Repair orders (standard)

  • Manage repair orders
  • Create a repair order.
  • Create several documents (Customer, Sale and Warranty) in one repair order.
  • Data entry of lines of Parts – Labour – Packs – Miscellaneous – Text.
  • Sharing lines from one document to another.
  • Modify a batch of lines simultaneously to change the allocation to a document and/or work order.
  • Manage work orders on a Repair Order to associate the lines by work orders.
  • Edit a work certificate, proforma in addition to the quotation and invoice.
  • Manage sales RO related to an NC or UC.
  • Technical campaigns
  • Create technical campaigns according to different criteria available ***.
  • Edit the list of vehicles concerned known in the database.
  • Alert when creating repair order for the vehicle concerned by a campaign.
  • Associate a technical campaign with the RO on which the campaign is carried out.
  • Display past or future technical campaigns in the vehicle sheet.
  • Print Invoicing/Quotation in PDF
  • Print Invoicing/Quotation in PDF.
  • Edit Repair Order in PDF.

Manage labour (standard)

  • Manage time spent
  • Manual data entry of time spent on the repair order.
  • Edit time spent on an RO or according to other criteria (per worker on a given date, for example).
  • Manage Labour catalogue
  • Manually create Labour codes ***.
  • Differentiation of manufacturer, dealer and external (outsourcing) labour.
  • Manage external labour purchase costs per line in the RO or directly in the Labour catalogue if the price is set.
  • Manage set price on Labour per line in the RO or as a flat price in the Labour catalogue.
  • Manage the applicable brand from the labour for 1 or all brands.

Manage packs (standard)

  • Manage packs
  • Manually create pack codes and their content ***.
  • Differentiation between a Flexible pack (invoicing at sale price of each line comprising the pack) or fixed pack (flat price for entire content).
  • Modify the content of the fixed pack (part numbers, quantity of parts, Labour code, quantity of Labour, etc.) (except for the packs of certain manufacturers).
  • Accounting or statistical management of a profit or loss on the price of the pack and its content for the parts and labour.
  • Simulation of After-Sales package prices
  • Module to query packages with choice of all-inclusive price or calculated price (= per line independently of others).
  • Display stocks of available parts for this package.
  • Display pricing conditions of the customer selected.

Workshop add-on (advanced)

  • Courtesy schedule
  • Create billable services on the basis of the duration of the loan, extra mileage, other options (fuel, etc.).
  • Create a vehicle reservation without workshop appointment or on the basis of a workshop appointment.
  • Create a loan contract with management of delivery of loan vehicle, mileage and fuel level on departure.
  • Manage vehicle return with mileage and level of fuel on arrival.
  • Proposal to calculate items to invoice based on the particulars of the contract.
  • Addition of extra services to invoice.
  • Manage loan vehicle downtime over a period (servicing, repair).
  • Manage vehicle availability in courtesy schedule over a given period
  • Manage pricing and/or free use of the loan vehicle by vehicle.
  • Subcontracting
  • Indicate the order for subcontracting work on an RO, vehicle.
  • Indicate acceptance of the subcontracting order to prepare invoicing.
  • Invoice subcontracting on the RO on the basis of the link with the order.
  • Generate the purchase document following the order and acceptance of the subcontracting.
  • Generate the accounting interface for subcontracting purchasing (optional).
  • DataPass
  • Create pricing conditions for Datapass.
  • Associate a datapass with a vehicle and its customer.
  • Use recognition of the customer and the vehicle with the DataPass card.
  • Customer’s pricing conditions according to his DataPass automatically charged to his invoice.

Workshop monitoring (advanced)

  • Workshop electronic time clock/monitoring
  • Associate badges and workers (if purchase of time clock with badges).
  • Monitoring time on a RO.
  • Monitoring unproductive time.
  • Clocking workers in and out.
  • Automatic management of waiting time (no RO, no unproductive sections, no departure).
  • Edit time clock sheets.
  • Time and attendance planning
  • Display and correct attendance time (arrival/departure).
  • Display and correct clocked RO time.
  • Display and correct unproductive time.
  • Display and correct waiting time (no RO and no unproductive section).

Customise standard printouts (advanced)

  • Standard Workshop printouts
  • Customise Invoice-Quotation-Proforma printouts.
  • Customise Work Certificate, RO, Vehicle Inspection printouts.

NC purchases (standard)

  • Manage NC purchase invoices
  • Manually generate the purchase document of an NC to calculate margin ***.
  • Generate the purchase document in order to generate the accounting entry.

NC stock (standard)

  • Manage a Vehicle Catalogue
  • Manually create models and series ***
  • Create options of a vehicle***
  • Manage bodywork, fuel, transmission types.
  • Manage types of cost for margin rules.
  • Manage a NC schedule
  • Manage an NC portfolio schedule (on order, in stock, set aside, in invoicing).
  • Fast stock entering action, customer reservation, set aside, create sales RO and send to invoicing from NC schedule.
  • Display customer delivery schedule.
  • Display NC delivery schedule (manufacturer delivery).
  • Direct link to create/modify an NC ***
  • Manage NC sheets
  • Create and modify all the details of a new car.
  • Link with all documents related to an NC sheet: purchase, sales RO, sale, trade-in.
  • Create sales RO linked to NC.
  • Associate maintenance contracts, extended warranty and engraving contracts.
  • View margin with 2 standard rules supplied to you (gross and net) -To add specific brand rules, see Additional Options tab.
  • Multiple entering into stock of a New Car batch (physical inventory receipt).
  • NC campaigns
  • Manually create campaigns (aids) on an NC ***
  • Manually allocate the payment of campaigns (without requiring an additional purchase document).
  • Campaign follow-up report.
  • Special stock withdrawals
  • Withdrawing an NC from stock without requiring a sales invoice (error on vehicle, cancellation of purchase already recorded, reassignment of NC on order, etc.).
  • Manage movements between warehouses
  • This module enables transfer of the NC and all these items from one warehouse to another.
  • Archive and view these movements on an NC sheet.
  • Manage vehicle reservations
  • This module indicates a reservation on an NC for a customer with an end date.
  • Manage reservation status (active, cancelled).
  • Archive and view these reservations on the NC sheet.
  • Specific display of the NC reserved for a customer in the NC schedule.
  • Transfer a DC to UC
  • Transfer all known data on the DC to a UC file.
  • Option to cross-reference the DC purchase document.
  • Option to generate the UC purchase document pre-completed with the known data on the DC folder.

NC sales (standard)

  • Invoice an NC
  • Generate a Quotation for a new car.
  • Generate sales invoicing for a new car.
  • Manage a lessee and a leasing company on the printing of the quotation and invoice.
  • Generate companion sale invoicing for an NC folder.
  • Print Invoicing/Quotation in PDF
  • Print the Quotation and invoice in PDF.
  • Print Proforma in hard copy and/or in PDF.
  • Manage NC “packs”
  • Configuration of a bundle containing a set of dealer options to invoice but that will still be detailed at the time of invoicing (options invoiced separately).

NC Campaigns & Payments, Placement in DC/KC (advanced)

  • NC campaigns advanced mode
  • Create customised campaign codes (bonuses).
  • Record credit note in connection with the planned campaign on the NC sheet.
  • Credit note accounting interface.
  • Follow-up bonuses set aside and credit notes booked.
  • NC payments (to the supplier)
  • Data entry of payments made to the manufacturer/supplier on the NC sheet.
  • Edit Paid/Unpaid stock.
  • Placement on DC/KC
  • Data entry of administrative and accounting data of placement in DV and/or KV (date, registration, mileage, etc.)
  • Generate accounting entries of move to DV and/or KV.
  • Edit statement of NC changed to DC or KC.

Administrative documents (advanced)

  • NC administrative document printouts pre-filled with the data from the NC sheet (agency agreement, end demo use, etc.)

Customise standard printouts (advanced)

  • Standard printouts
  • Customise sales document printouts (invoice, proforma, quotation, etc.)
  • Customise purchase document printouts.

UC Purchases (standard)

  • Manage UC purchase invoices
  • Generate the purchase document of a UC for margin calculation.
  • Generate the purchase document in order to generate the accounting entry.
  • Manage UC trade-ins
  • Generate the trade-in of a UC at the time of the sale of an NC or UC based on the known data in After-Sales or based on the data input by the user. That leads to the creation of a UC sheet already largely filled in.
  • Link between 2 folders: NC sold and UC trade-in or UC sold and UC trade-in.

UC stock (standard)

  • Manage a Vehicle Catalogue
  • Manually create models and series ***
  • Create options of a vehicle***
  • Manage bodywork, fuel, transmission types.
  • Manage types of cost for margin rules.
  • Manage a UC schedule
  • Manage a UC portfolio schedule (on order, in stock, set aside, in invoicing).
  • Fast stock entering action, customer reservation, set aside, create sales RO and send to invoicing from UC schedule.
  • Display customer delivery schedule.
  • Display forecast for entry of a UC.
  • Direct link to create/modify a UC.
  • Manage UC sheets
  • Create and modify all the details of a used car.
  • link with all documents related to a UC sheet: purchase, sales RO, sale.
  • Create sales RO linked to the UC.
  • Association of maintenance contracts, extended warranty and engraving contracts.
  • View margin with 2 standard rules supplied to you (gross and net) -To add specific brand rules, see Additional Options tab).
  • Posting photos + transfer UC to an Internet publication through DataCar used car market with option to send to external sites (e.g. La Centrale) (function subject to additional subscription).
  • List of VAT returns
  • Printouts to help fill in VAT returns dor used cars.
  • Special stock withdrawals
  • This module makes it possible to withdraw a UC from stock without requiring a sales invoice (error on vehicle, cancellation of purchase already recorded, etc.).
  • Manage movements between warehouses
  • This module enables transfer of the UC and all these items from one warehouse to another.
  • Archive and view these movements on a UC sheet.
  • Manage vehicle reservations
  • This module indicates a reservation on a UC for a customer with an end date.
  • Manage reservation status (active, cancelled).
  • Archive and view these reservations on the UC sheet.
  • Specific display of the UC reserved for a customer in the UC schedule.

UC sales (standard)

  • Invoice a UC
  • Generate a Quotation for a used car.
  • Generate sales invoicing for a used car.
  • Manage a lessee and a leasing company on the printing of the quotation and invoice.
  • Generate companion sale invoicing for a UC folder.
  • Print Invoicing/Quotation in PDF
  • Print the Quotation and invoice in PDF.
  • Print Proforma in hard copy and/or in PDF.
  • Manage UC “packs”
  • Configuration of a bundle containing a set of dealer options to invoice but that will still be detailed at the time of invoicing (options invoiced separately).

Internet publication (advanced)

  • Internet advertisement
  • Export data saved on a UC sheet to your website.
  • Publication of your UC on the referenced sites.

Administrative documents (advanced)

  • UC administrative document printouts pre-filled with the data from the UC sheet (agency agreement, declaration of UC purchase, sale and destruction, etc.).

Customise standard printouts (advancé)

  • Standard printouts
  • Customise sales document printouts (invoice, proforma, quotation, etc.)
  • Customise purchase document printouts.

Customer/Vehicle file (advanced)

  • Customer
  • Use a common customer file for several separate companies.
  • Option to make a customer’s terms of payment and pricing common to several separate companies.
  • Customer conditions
  • Option to make a customer’s terms of payment and pricing common to several separate companies.
  • Vehicle
  • Use a common vehicle file for several separate companies.
  • Mandatory requirement to share the vehicle catalogue, which will be common to all the companies
  • Note: need to share the customer file beforehand
  • Vehicule history
  • Display invoicing history of the customer and vehicle of all the companies.
  • Note: need to share the customers, vehicles and vehicle catalogue beforehand.
  • Merger analysis
  • Analysis of the coding systems to merge between the different bases to form one coding system common to all the bases (example for customers: Title code, example for vehicles: model code, example for vehicle catalogue: brand code).

Shop ( advanced)

  • Parts
  • Use a common part file for several separate companies.
  • Parts stock
  • Display stocks of parts from all the companies whether or not the part file is shared (in that case the part number and supplier must be identical on all the bases where viewing stock is shared).
  • Merger analysis
  • Analysis of the coding systems to merge between the different bases to form one coding system common to all the bases (example for parts: family of parts).
  • Inter-company parts service
  • Parts order made by company A to company B.
  • Validate parts deliverable from company B to company A.
  • Edit sales invoice from company B to company A.
  • Validate suppliers’ delivery note automatically generated in company A.
  • Automatic link between the order and the delivery note on company A.

Workshop (advanced)

  • Labour
  • Use a common labour codes file for several separate companies.
  • Packs
  • Use a common option codes file for several separate companies.
  • Merger analysis
  • Analysis of the coding systems to merge between the different bases to form one coding system common to all the bases (example for labour: hourly rate, Example for packs: Type of packs) .

NC/UC (advanced)

  • NC portfolio
  • Display the portfolio of NC on order of all the companies.
  • Display the NC physical stock portfolio (set aside or not) of all the companies.
  • Display the portfolio of NC in invoicing process.
  • UC portfolio
  • Display the portfolio of UC on order of all the companies .
  • Display the UC physical stock portfolio (set aside or not) of all the companies.
  • Display the portfolio of UC in invoicing process.
  • Inter-company NC/UC invoicing
  • Edit sales invoice from company B to company A.
  • Automatically create NC (or UC) sheet in company B.
  • Validate physical stock received in company B.
  • Validate the purchase document automatically generated in company B.

Cost price module (advanced)

  • Parts
  • Data entry of all expenses related to the purchase of a part.
  • Automatically calculate the cost price of a part according to the different expenses input.
  • Automatically update the purchase price = cost price previously calculated on the part sheet.
  • New Cars
  • Data entry of all expenses related to the purchase of a new car.
  • Automatically calculate the cost price of a vehicle according to the different expenses input.
  • Automatically update the purchase price = cost price previously calculated on the NC sheet.

Data export (standard)

  • Export customers
  • Export new customers created in DMS to Sage.
  • Export modifications made on the customer sheet of DMS to SAGE.

Accounting entries (standard)

  • Accounting entries of After-Sales sales
  • Generate accounting entries of customer sales (invoices and credit notes).
  • Generate accounting entries of insurance sales (invoices and credit notes).
  • Generate accounting entries of internal sales (invoices and credit notes).
  • Generate accounting entries of guarantees (invoices and credit notes).
  • Data entry of accounting breakdowns at the time of the accounting interface with or without backup of the combination .
  • Modify accounting breakdowns already saved.
  • Simulation of the accounting interface to find out the missing combinations.
  • Option to use a suspense account for the missing combinations and to avoid inputting the account during the accounting interface.
  • Accounting entries of NC/UC sales
  • Generate accounting entries of NC sales (invoices and credit notes, main and additional).
  • Generate accounting entries of insurance sales (invoices and credit notes).
  • Generate accounting entries of internal sales (invoices and credit notes).
  • Generate accounting entries of guarantees (invoices and credit notes).
  • Data entry of accounting breakdowns at the time of the accounting interface with or without backup of the combination .
  • Modify accounting breakdowns already saved
  • Simulation of the accounting interface to find out the missing combinations
  • Option to use a suspense account for the missing combinations and to avoid inputting the account during the accounting interface.
  • Accounting entries of NC/UC sales
  • Generate accounting entries of customer sales (invoices and credit notes).
  • Generate accounting entries of UC sales (invoices and credit notes, main and additional).
  • Data entry of accounting breakdowns at the time of the accounting interface with or without backup of the combination.
  • Modify accounting breakdowns already saved.
  • Simulation of the accounting interface to find out the missing combinations.
  • Option to use a suspense account for the missing combinations and to avoid inputting the account during the accounting interface.

Inter-warehouse transfer entries (MM) (advanced)

  • NC/UC transfer entries
  • Accounting entries to transfer new car expense from one warehouse to another.
  • Accounting entries to transfer used car expense from one warehouse to another.
  • Parts transfer entries
  • Accounting entries to transfer a part expense from one warehouse to another.

Customers/Vehicles (standard)

  • Export customers, vehicles and After-Sales history
  • Export customers created and updated from DMS to CRM.
  • Export vehicles of customers created and updated from DMS to CRM.
  • Export the after-sales history of vehicles linked to customers.
  • Create a customer in DMS on the basis of a prospective customer in the CRM.

Vehicle stock (standard)

  • Export stocks of DMS to DataCar CRM
  • Export stock of NC, DC and UC not set aside.
  • Update NC, DC and UC stock in CRM at the time of the setting aside done in DMS after the event.
  • Update NC, DC and UC stock in CRM at the time of the sales of the vehicle done in DMS after the event.
DMS software brochure

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