Difference between revisions of "Suzuki composite information"
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| − | The | + | The unit sales system requires very little configuration beyond normal operational processes. Make sure that your Suzuki vehicles have a manufacturer of Suzuki and that all vehicles are correctly flagged as New or Used. This should be sufficient to provide the unit statistics. |
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Revision as of 11:17, 11 April 2019
Contents
Summary
This article explains the configuration required and the steps to produce the Suzuki composite information.
More Information
Please contact the Sales Department to purchase our standard Suzuki Composite production kit. This creates the file required for composite input at the press of a few buttons. To produce all the information directly from Platinum, you will need to have the accounts system installed along with the general operational modules.
Configuration
Unit Sales
The unit sales system requires very little configuration beyond normal operational processes. Make sure that your Suzuki vehicles have a manufacturer of Suzuki and that all vehicles are correctly flagged as New or Used. This should be sufficient to provide the unit statistics.
Workshop
On the service side, it will be helpful if you are using the real-time labour logging system to get accurate times attended and taken. The hours charged will come from invoicing the customers correctly, and the split between Retail, Internal and Warranty will come from charging the correct customer, and making sure that the customer has the correct Account Group.
Parts, Accessories & Clothing
This is the operational area that needs the closest attention. All stock items will need an attribute attached to provide the split required, either Clothing, Parts or Accessories. Should this not be done, the items will end up as Parts sales. A data import template is available to make it easier for allocating stock items to the correct category.
Accounts
- Your customers need to be broken down into Retail, Internal and Warranty areas. This should be done by setting the Account Group field on Internal and Warranty customers - for all Retail customers (the majority hopefully!) the group should be left blank; for the other types use the first three characters of the account type, so this should be 'INT' for Internal and 'WAR' for Warranty. Please note that the code must be in capitals.
- This is where the configuration and data entry needs to be controlled carefully. You must have nominal codes set up for the expenses for each department, and these need to have a Group code set on them. This may not be how your existing nominal codes are configured so you may need to create new codes and change the journals that you do to generate the information required.
The Nominal Groups that need to be setup are as follows :
- '1' - 'Vehicle Sales'
- '2' - 'Workshop'
- '3' - 'Parts'
- '4' - 'Clothing'
- '5' - 'Accessories'
- To generate the company turnover, gross profit and overheads, you must run month ends on the system so that the information is made available to the reports.
Production
To produce the composite information in the format required, please use the "Suzuki Composite Menu" that will be installed on your system. You will find six reports here that will produce all the information required for the month prior to your current user date. Choose the options in sequence, and the system will generate the file 'SUZCOMP.CSV' automatically in the SX folder on your system. You can then upload this file from the Suzuki composite input area.
See also
- Manufacturer Composites
- How do I Create a Nominal Group?
- How do I Apply a Nominal Group to a Nominal Centre?
