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Apr. 2019 Tips and Tricks (Apr. 10, 2019)

Autosoft -

Accounting Tip: Viewing Sales by Salesperson on the Commission Report

Did you know that the Commission report now lists the sales by salesperson? The report includes a section at the end of the report that lists the sales in order by the salesperson ID number, making it easier for you to view and use the commission information. This enhancement was made in the DMS 7.6.2 release.

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BONUS TIPS  
Printing a Commission Report
Printing a Vehicle Sales Report

Fixed Ops Tip: Searching by Part Description in Parts Queries

Did you know that as of the 7.6.2 DMS release that you can search for a part in Parts Queries based on the part description? This new feature allows you to search for parts more quickly using a full or partial description. The information below will show you how.

Step 1. Verify you have DMS release 7.6.2 or later. The release version you are running displays on the DMS main menu.

Step 2. Click Queries on the Parts main menu.

Step 3. Click Search. (If your button still reads, “Search Base,” you do not have DMS 7.6.2 and will need to perform a Web software update in order to get this feature.)

Step 4. In Part Desc, enter the full or partial part description for the part you are searching for and press ENTER.

Step 5. All parts that have a matching description will display in the list.

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Step 6. You can print the list as needed or click a part in the list to pull it to the Queries screen.

 

BONUS TIPS 
Viewing Part Data from the Parts Queries Screen
Pulling Parts Kits to the Parts Queries Screen

 

Sales and F&I Tip: Merging Customer Records

Did you know you can use the merge function to combine multiple records for the same individual customer into a single record? This feature cleans up your customer records without sacrificing customer information. Use the following instructions to merge customer records.

Step 1. On the Customer Search page, search for the customer for whom you want to merge records.

Step 2. Double-click the customer in the list or click the View icon to open the customer’s record. The Customer Record will open to the Overview tab.

Step 3. Click Merge Individual. The Merge Individual modal will open.

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Step 4. Enter the customer’s partial or full name in the Search field and click Search or press ENTER.

Step 5. From the search results, click on the customer record you want to merge with the original customer record. This will be referred to as the Selected Individual, while the customer record you opened originally will be referred to as the Original Individual.

Step 6. Click Merge Individual.

Step 7. If there are conflicts between the data in the two records, a Confirm Merge Individual modal appear and list the conflicts. Click the radio button in the appropriate column to select the information you want to retain for the record. Do this for each conflict.

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If no conflicts are found, the modal will notify you of that.

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Note: While the Merge Customer feature will merge the activity, vehicles, and notes from the Selected Individual with those of the Original Individual, any connections established in the Selected Individual’s record will be lost. Make note of the Selected Individual’s connections so you can re-enter them in the Original Individual’s record.

Step 8. Click Complete Merge. You will be returned to the Original Individual’s Customer Overview page.

Step 9. Use the Add Connection button in the Customer Summary card to re-establish any Selected Individual connections that were lost. (See the links under Bonus Tips for details on adding connections.)

Step 10. Repeat steps 3-9 for each additional duplicate customer record that you want to merge with this record.

Step 11. Once the records are merged, you can pause in the i icon next to the Customer Number label on the Customer summary card to view all of the customer numbers associated with this customer for reference.

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BONUS TIPS
Making an Existing Customer as a Customer Connection
Editing or Removing Connections

 

 

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