The Autosoft DMS 7.7.5 release will be available on May 17, 2020. It contains valuable improvements to the Parts, Accounting, Service and Cashier applications. Learn more below.
Parts Resupply Workflow Simplified And Enhanced
Benefit: Lets users create Parts Resupply orders quickly, accurately, and efficiently.
Details: The parts ordering process has been streamlined and improved.
To follow the new parts resupply process, complete the following steps.
- The new process starts similarly to the old process. Click Parts > Queries.
- On the Parts Queries screen, click Dump To > Dump To Order Que.
- On the Dump To . . . screen, click Dump To Order Que.
- You will be prompted to select which parts to include, Flagged or All.
- The printer prompt appears.
- Select a print option.
- Click Pull Order Que To List.
- Select list options and click Enter Purchase Orders (Update to a PO).
Language Revised In Active and Finished Sales Reports
Benefit: Onscreen text is now more consistent.
Details: Until now, when users generated the List Active Sales and List Finished Sales reports, the text at the top of the report would read "Open Parts Orders" and "Finished Parts Orders." That text now reads "Open Parts Sales" and "Finished Parts Sales."
Low Minimum Sales Quantity Warning Notification Added
Benefit: User empowered with more information.
Details: When a user queries a part and enters quantity that is less than the minimum sales quantity (MSQ) value (or is any amount not divisible by the MSQ) in the Master Inventory, Pull Order Que To The List, and Purchase Orders Receipting, a warning notification appears alerting the user that the quantity is invalid.
Wholesale Pricing Levels Printout Now Includes Discount Level And Percentages
Benefit: More user information available in printout.
Details: The Wholesale Pricing Levels printout now includes the cost from and to, as well as the discount pricing levels 1-4 as well as their percentages.
To view the redesigned printout, complete the following steps.
- Click Parts.
- Click Setup & Updates.
- Click Wholesale Pricing Levels.
- In Customer Classification, enter a level code.
- Click Print.
Users Can Now Export Several Reports To Excel
Benefit: Expanded ability to save and work with data locally.
Details: A number of existing reports in the FlexDMS can now be saved locally as an Excel spreadsheet. Previously, these reports could only be printed to a printer or printed to a screen reader (so you can save them as a PDF).
To save a report as an Excel spreadsheet, click Export To Excel on the Is Your Printer Ready? popup.
The following reports can now be saved as Excel spreadsheets in the C:\ASIXL or K:\ASIXL folder.
- Prior Month Inventory Fastrial (Saved as PMINVENTORYFASTRIAL.CSV)
- Prior Month Inventory Print One Account (Saved as PMINVENTORYSCHEDULE.CSV)
- Prior Month Inventory Print All Accounts (Saved as PMINVENTORYSCHEDULE.CSV)
- Prior Month Inventory Short List (Saved as PMSHORTLIST.CSV)
- Prior Month Verify Inventory (Saved as PMVERIFYINVENTORY.CSV)
- Prior Month Verify Floorplan (Saved as PMFPVERIFY.CSV)
Shorter Versions Of Two Payroll Reports Now Available
Benefit: Provide information needed in a more concise package.
Details: The Pay Records For All Employees and Pay Records For One Employee reports can now be saved as Excel spreasheets in a condensed version. The current, extended version will remain. When the short report is selected, it will list one employee per row, instead of listing a row for each pay period as well as a row for the employees pay total.
When the user clicks Print to Excel, an extra popup will open asking Compile Short List Or Full List?. Click Short or Full.
The ASIXL file names for the two reports will be SHORTPAYROLLRECORDS.CSV for the short version and PAYROLLRECORDS.CSV for the full version.
The Edit Time Clock Report Now Logs The Computer That Was Clocked In Or Out
Benefit: Enhanced personnel oversight capabilities.
Details: The Time Clock Edits report now includes an additional column on the far right that lists the name of the workstation used for that specific time clock entry. This can let dealers know whether an employee is clocking in and out of a workstation, or having someone do it for them.
To view the workstation name and ID on the Time Clock Edits report, complete the following steps.
- Click Accounting.
- Click Payroll.
- Click Times/Commissions.
- Click Time Clock.
- Click Maintenance.
- Click Edit Time Clock.
- Click Print.
The Time Clock Edits report prints with the workstation name listed in a column on the far right.
Option To Include Cash Receipts In Check Register Added To Cashier Setup
Benefit: Cash receipts that are processed in cashier now can appear on the Deposit side of the Check Reconciliation program in Accounting.
Details: The Cashier Setup page now includes a parameter which allows you to include cash receipts in check register.
To include cash receipts in the check register, complete the following steps.
- Click Cashier.
- Click Cash Receipts.
- Click System Setup. The Include Cash Receipts in Check Register field is set to "N" by default.
- To include cash receipts in the check register field, enter "Y".
Users In Repair Order History Can Now Print A Range Of Repair Orders
Benefit: Provides a simpler, quicker workflow for dealerships applying to OEMs for a warranty rate increase.
Details: In Repair Order History, users now can print a range of orders, either "to screen" (as a PDF) or to a local printer. We made this change because when users apply for a warranty rate increase from OEMs, the OEM requests accounting copies for a range of Customer Pay Repair Orders. Previously, these orders had to be printed one at a time.
Users Can Now Select a Menu Operation Type For Service Menus
Benefit: Empowers dealers to more accurately determine their effective labor rate.
Details: Users can now add an Operation Type label to Menu Operations. When menus have a defined type, the Excel report that’s created after generating the Op Code Detail report will include an Operation Type column. Users can filter the spreadsheet by the OPTYPE column to include or exclude specific Operation Types.
To select an operation type, complete the following steps.
- Click Service.
- Click System Setup.
- Click Enter Service Menu Operations. The Enter Service Menu Operations page opens.
- Click the Operation Type dropdown and select one of the following operation types.
- None (This defaults to existing and new menus)
The Operation Type you select (or the default) will be listed under the Op Type column in the Op Code Detail Report.