ERA 'Net Class Catalog - Reynolds and Reynolds

Transcription

Effective Date: 1/27/2015
Course Catalog
Confidential and Proprietary Information of The Reynolds and Reynolds Company © 2014
'Net Classes
What are 'Net Classes?
The Software Education department provides comprehensive Internet training for most applications.
Through live, interactive training sessions, you learn step-by-step procedures to help perform your job
functions more efficiently. A live instructor can address your questions immediately. Participating in handson exercises helps you learn the material and software quickly.
We offer several different types of 'Net Classes. We have Regularly Scheduled 'Net Classes, On-Demand
'Net Classes, Management Overview Series 'Net Classes, Sessions of the Month, and Free Webinars.
Regularly Scheduled 'Net Classes
A Regularly Scheduled 'Net Class is a class that is scheduled on a specific date and is open to any
customer. All Regularly Scheduled 'Net Classes are 90 minutes and cost $93 per computer logged in.
Each course contains 'Net Class sessions that cover specific topics. Sign up for the entire course or
only for the 'Net Class sessions you need.
On-Demand 'Net Classes
An On-Demand 'Net Class may be requested for a time that is convenient for your dealership. This
includes requesting a Regularly Scheduled 'Net Class at a date and time convenient for your dealership
and you can request that the 'Net Class only be taught to your dealership.
If the training you need can be done at regular class times (10:00am and 2:30pm Central) and far
enough in the future to open enrollments up to other customers and Reynolds’ associates, we consider
it a regularly-scheduled class . These classes cost $93 per session computer logged in.
If you prefer a class more quickly, at times outside of our regular class times and/or do not want others
joining the class, the cost is $310 per session per computer logged in.
Management Overview Series 'Net Classes
Management Overview Series (MOS) classes are designed to give new customers an overview of the
system and key features that help increase profits, improve management oversight, and reduce costs.
Session of the Month 'Net Classes
Session of the Month 'Net Classes (SOM) highlight a specific topic. For information on SOMs, contact
Reynolds and Reynolds Softwared Education at [email protected] or call 937-485-1700 and watch your
email.
Free Webinars
Free Webinar 'Net Classes are offered at no charge. Each month 1-2 specific tpics are covered each
month, with multiple sessions held at different times to accommodate schedules. Webinars are typically
20-30 minutes long. For more information, go to http://www.reyrey.com/support/training/webinars.asp
and watch your email.
For more information and to register:
Call Reynolds and Reynolds Software Education at 937-485-1700 or email [email protected].
[email protected] For billing
information please refer to your invoice. To register for a Regularly Scheduled 'Net Class, select the blue
Register Now button to the right of the course you want to take. To request an On-Demand 'Net Class,
select the orange Request On-Demand Training button.
Classroom Classes
Classroom Classes
What are Classroom Classes?
Manager-level courses covering broad areas of Reynolds software such as accounting or fixed operations.
These courses are held at Reynolds and Reynolds' training centers in Houston, TX and Dayton, OH,
allowing you to learn software away from the distractions of your everyday schedule.
We offer two types of Classroom Classes, Regularly Scheduled Classroom Classes and On-Demand
Classroom classes.
Regularly Scheduled Classroom Classe
A Regularly Scheduled Classroom Class is a class that is scheduled on a specific date and is open to
any customer. All Regularly Scheduled Classroom Classses cost $310 per person, per day.
On-Demand Classroom Classes
An On-Demand Classroom Class may be requested for a time that is convenient for your dealership.
This includes requesting a Regularly Scheduled Classroom Class at a date and time convenient for your
dealership and you can request that the Class only be taught to your dealership.
If the training you need can be done far enough in the future to open enrollments up to other customers
and Reynolds’ associates, we consider it a regularly-scheduled class . These classes cost $310 per
person, per day.
If you prefer a class more quickly, at times outside of our regular class times and/or do not want others
in the class, please contact us for a quote by selecting the orange Request On-Demand Training button.
For more information and to register:
Call Reynolds and Reynolds Software Education at 937-485-1700 or email [email protected].
[email protected] For billing
information please refer to your invoice. To register for a Regularly Scheduled Classroom Class, select the
blue Register Now button to the right of the course you want to take. To request an On-Demand Classroom
Class, select the orange Request On-Demand Training button.
Reynolds and Reynolds is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to
the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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Accounting/Systems
Accounting Daily Procedures
'Net Class
ACC101: Name File and Posting Controls
Learn the basics of creating new Name IDs for vendors and customers. Set up A/P information for your vendors and
control the update options for your journals.
3/17/2015
Register for Session
10:00
ACC102: Postings and Inquiries
Learn how to integrate, modify, and update parts and service transactions. Learn how to create warranty credit memos,
add and view warranty claims remarks, inquire on warranty memos and accounts, and review the specifications that
control warranty credits.
3/17/2015
14:30
ACC103: Correcting Posting Errors
Learn about correcting posting entries in the journal and G/L. Make entries in the General Journal to make adjustments
to your G/L.
3/18/2015
10:00
ACC104: Parts, Service, and Warranty Accounting
Learn how to modify accounting detail on parts tickets and repair orders. Learn how to create warranty credits.
3/18/2015
14:30
ACC105: Vehicle Purchases and Sales
Learn how to post vehicle purchases, vehicle sales, and dealer trades.
3/19/2015
10:00
ACC106: Cash Receipts
Learn how to create deposits and cash receipts. Learn about the different reports available to you for Cash Receipts.
3/19/2015
14:30
ACC107: Cash Disbursements
CPE Credit Hour
12.50
Learn how to write checks and issue EFTs. This session also discusses reversing and voiding checks and reports you
can run to view checks that have been issued.
3/20/2015
10:00
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Accounting Management Overview Series
ACCMOS101: MOS Introduction to ERA Accounting and Name File
Learn the basics of the ERA® Accounting application and the ERA Name File application. Use Accounting
and User-Defined reports, the DOC, and Retail Management Intelligence Dashboard to stay on top of your dealership’s
finances.
This class is available on an on-demand basis
Request On-Demand Training
ACCMOS102: MOS Payables, Receivables, and the DOC
Learn how to make cash disbursements via check or EFT, receipt payments from customers and record bank deposits,
select and pay vendors using batch processing, and manage your Accounts Receivable.
Accounting Periodic Procedures
'Net Class
ACC201: Accounts Receivable
Learn how to maintain receivable customers, prepare a past due analysis, process A/R schedules, post A/R
adjustments, apply service charges, print statements and process reports.
2/17/2015
10:00
ACC202: Accounts Payable
Learn how to apply payments by cutoff date, vendor, and invoice. Learn how to print A/P checks and issue EFTs
through Accounts Payable screens, create EFT transfer files, print the A/P check register, void A/P checks and EFTs,
and process A/P reports.
2/17/2015
14:30
ACC203: Bank Reconciliation
Learn how to automate the bank reconciliation process. Learn how to cancel and reset checks and deposits. Learn how
to reconcile the bank statement and print check/deposit registers.
2/18/2015
10:00
ACC204: Standard Entries
Learn how to set up standard and recurring entry maintenance files. Learn how to post standard and recurring entries.
2/18/2015
14:30
ACC205: Name Maintenance
Learn where each department in the dealership can view customer information within their application and how to
restrict sensitive customer information in the Accounting application. Learn what the Dealership Customer Number can
do for you. Search and combine duplicate names.
2/19/2015
10:00
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ACC206: Customizing the DOC
Learn how to set up and modify DOC lines and departments, how to enter forecast amounts and forced amounts, and
how to print/view the DOC. Learn how to determine accounts that are missing from the DOC. Learn how to copy and
move a range of lines in the DOC and how to prefix your DOC. Learn how to create a custom DOC and how to add
Custom Line Descriptions.
2/19/2015
14:30
ACC207: Accounting EOM
CPE Credit Hour
12.50
Learn how to close the Accounting month, where to gather month-end statistical data, and how to prepare the Financial
Statement.
2/20/2015
10:00
Advanced Reporting
ADV101: Introduction to ADV and Creating Personalized Dashboard
Learn the basics of Advanced Reporting Navigation and how to create and modify a Sidebar Dashboard.
ADV102: Using Standard Reports
Learn how to modify standard reports by expanding rows, adding and modify column options (filters and functions), and
using column sets.
ADV103: Creating New Reports
Learn how to create a report. Utilize report options such as saving, printing, exporting, and creating a chart for specific
report information. Customize the report to show relevant information.
ADV104: Maintaining User Security
Learn how to maintain user security by restricting row and column information. Learn how to limit access to various
libraries and permissions.
Advanced Reporting Management Overview Series
ADVMOS101: Advanced Reporting
Learn how to create new Advanced Reports, understand Advanced Reporting databases, set up menu bars and the
dashboard, and modify existing standard reports.
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Dealer Overview
Classroom Class
DLR: Dealer Overview
Learn to use your ERA-IGNITE Retail Management System to better manage your dealership’s operations. Learn how
to track performance, save more money, spot potential problems, and be more profitable. This course is held on a
Reynolds and Reynolds campus.
2/10/2015
9:00
ERA-IGNITE Management and Control
Classroom Class
EIMC: ERA-IGNITE Management and Control
CPE Credit Hour
22.00
Learn how to effectively utilize the security and control features of your ERA-IGNITE system to improve security,
profitability, accuracy, and compliance. Learn how to improve your dealership’s bottom line by handling and even
reducing accounting exceptions. This course is held on a Reynolds and Reynolds campus.
2/17/2015
8:30
3/17/2015
8:30
Introduction to 'Net Classes
Classroom Class
INTR1: Introduction to ERA 'Net Classes
Learn the basics of WebEx and its various tools, how to use the ERA-IGNITE graphical user interface, and how to
navigate ERAccess menus and screens.
1/30/2015
14:30
1/30/2015
10:00
2/4/2015
10:00
2/4/2015
14:30
2/13/2015
14:30
2/13/2015
10:00
2/18/2015
14:30
2/18/2015
10:00
2/27/2015
14:30
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2/27/2015
10:00
3/4/2015
10:00
3/4/2015
14:30
3/13/2015
14:30
3/13/2015
10:00
3/18/2015
10:00
3/18/2015
14:30
3/27/2015
10:00
3/27/2015
14:30
Purchase Orders
Classroom Class
PUR101: Creating and Managing Purchase Orders
Learn the basics of purchase order creation, statuses, and organization. Learn how to correct errors and create
templates to save keystrokes and time.
3/10/2015
10:00
3/20/2015
10:00
PUR102: Authorizing, Integrating, and Controlling Purchase Orders
CPE Credit Hour
3.50
Learn how to integrate purchase orders into the Accounting application in order to keep your G/L up to date. Learn the
many options the Purchase Order Specifications can offer your dealership.
3/10/2015
14:30
3/20/2015
14:30
System Administration
SYS102: Maintain User Security
Learn how to maintain user security by creating User IDs, setting up User Groups, troubleshooting passwords, and
requesting security reports.
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Systems Management Overview Series
SYSMOS101: System Administration Management Overview
Learn how to update the software, perform backups, maintain password security, and set up CAI for your dealership.
Fixed Operations
Advanced Service
'Net Class
ASVC104: Service Reports
Learn how to use Retail Management Intelligence (RMI) to review Service Reports and reporting tools to help you
manage your service department. Learn to measure the performance of you advisors and technicians and identify
issues before they become a problem for your dealership.
3/11/2015
14:30
Basic Service
'Net Class
SVC101: Service Appointments and Repair Orders
Learn how to create and modify service appointments and Repair Orders for new and existing customers. Learn how to
use the system to help you schedule appointments. Learn how to display service history, add recommended services,
and other important information when working with repair orders.
2/3/2015
10:00
SVC102: Flagging and Invoicing Repair Orders
Learn how to flag and invoice a repair order. Learn how to enter additional charges, discounts, shop supplies, transfer
parts, and create sublets on a repair order. This session has an additional prerequisite of EISVC101.
2/3/2015
14:30
SVC103: Labor Time Guides and Warranty Claims
Learn how to retrieve warranty information directly from the manufacturers’ Labor Time Guides and enter it onto a repair
order for warranty claim submission. This session has an additional prerequisite of EISVC102.
2/4/2015
10:00
SVC104: Handling Special Issues
Learn how to handle special issues like internal repair orders, comebacks, We Owes, Journal Prefix overrides, service
contracts, or inquiring on special order parts. This session has an additional prerequisite of EISVC103.
2/4/2015
14:30
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SVC105: Service Price Guides
Learn to create SPG estimates in both standalone and integrated modes, map SPG and ERA operation codes, view
SPG operation details, add notes, part numbers, and combine SPG operations. This session has an additional
prerequisite of EISVC104.
2/5/2015
10:00
ERA-IGNITE Fixed Operations
Classroom Class
EIFO: ERA-IGNITE Fixed Operations
Learn how to effectively utilize your ERA-IGNITE system to tune up your service and parts performance. Learn how to
manage security, analyze a variety of Service and Parts reports, and easily get exception and reporting information at
your fingertips. This course is held on a Reynolds and Reynolds campus.
2/10/2015
9:00
Parts Inventory
'Net Class
PTS101: Basic Part Inquiries
Learn about Parts Inventory overview and integration. Learn how to perform basic part number inquiries, search for
multiple part numbers at one time, and recall factory master part number information. The session covers the following
screen: Parts Inquiry, Part Information, Factory Master, Parts Transactions/Detail Sales, Special Order Inquiry.
3/10/2015
10:00
PTS102: Part Records and Parts Kits
Learn how to manually add, change, and delete parts from your inventory. You will also learn how to create and modify
parts kits. The session covers the following screens and executables: Part Maintenance, 2109, Post Transactions, Bin
Change.
3/10/2015
14:30
PTS103: Daily Orders
Learn how to request and review reports that help with ordering parts, create, modify, and cancel a daily order, as well
as prepare and transmit a daily order. You will also learn how to create and receipt purchase orders for parts as well as
request purchase order reports. The session covers the following screens: Special Order Entry tools, Daily Order Entry –
Line Items, Clear Orders, Order Transmission, Purchase Orders.
3/11/2015
10:00
PTS104: Stock Orders
Learn how to create, review, adjust, and process a stock order. Learn how to arrive and receipt shipments. You will also
learn how to create manual receipts for parts not on an ERA PO# and print receipt reports. The session covers the
following screens: Force Order Entry, Suggested Stock Order Creation, Suggested Stock Order Review, Suggested
Stock Order Confirmation, Special Order Entry tools, Purchase Order Number Change, Order Listing, Order
Transmission, Order Arrival, Receipts Parts by Part, Order Sorting, Order Receipts, Receipt Register Listing.
3/11/2015
14:30
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PTS105: Returns and Master Factory Update
Learn how to perform the pre-parts return tasks and prepare a suggested list of parts to return to a supplier or
manufacturer based on selected criteria. You will also learn how to modify your part returns, clear and delete an entire
return, and create a manual return. Also, run a factory master to update parts information in the system and perform
supersessions. The session covers the following screens and executables: Parts Returns, Parts Exception Listing,
2161, 2162, 2163, 2164.
3/12/2015
10:00
PTS106: Specifications and Monthly Analysis
Learn how parts are recommended for the stock order, as well as help you with ordering criteria. Learn to set up parts
pricing and other controls. Understand make codes and sources. Learn how to perform the monthly maintenance
procedure for your Parts department. Learn how to access and interpret the Monthly Analysis report. The session
covers the following screens and executables: 2324, 2322, 2323, 2182, 2213.
3/12/2015
14:30
Parts Invoicing
'Net Class
PTI101: Front Counter Invoices
Learn how to create parts invoices and credit memos for front counter customers. Also learn how to record lost sales,
add invoice comments, and how to void and delete invoices. This course covers the following screens: Counter Sales,
Name Profile, Add Record, and Search/Change.
2/10/2015
10:00
PTI102: Advanced Invoicing Procedures
Learn how to use the Counter Sales screen to obtain detailed part number information, sell parts with cores, create
price quotes, and create parts invoices for internal departments. Learn how to accept payment while invoicing, change
the payment methods for closed invoices, and how to prepare to reconcile the cash drawer. This course covers the
following screens: Counter Sales, Part Information, Parts Inquiry, Accept Payments, and Cash Acknowledgement.
2/10/2015
14:30
PTI103: Back Counter Sales
Learn how to bill parts to Service appointments and repair orders. Also, learn how to transfer parts when sold to the
wrong line on a repair order. Learn to bill parts for Service Pricing Guide operations. This course covers the following
screens: Counter Sales.
2/11/2015
10:00
PTI104: Special Orders
Learn how to perform the special orders process from the point of sale through the delivery of the parts and the closing
of the special order record. This course covers the following screens: Counter Sales, Special Order Entry, Receipt
Register Listing, Special Order Inquiry, and Clear Special Orders.
2/11/2015
14:30
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PTI105: Invoicing Specifications and Reports
Learn how to create and modify price level codes, create and modify credit codes, set up source overrides, and use
Parts management reports, including RMI Parts Dashboard. This course covers the following screens and executables:
Factory Master, 2323, Part Maintenance, 2565, 2321, 2568, 2571, Additional Information Setup, 2569, 2542, 2543,
2212, and RMI Parts Dashboard.
2/12/2015
10:00
Parts Management Overview Series
PTSMOS101: MOS Introduction and Parts Invoicing
Learn the basics of the ERA Parts system as well as how to invoice parts to retail and service tickets. Learn how to
create quotes and how to look up repair order information from the parts sales screen.
PTSMOS102: MOS Parts Inventory and Special Orders
Learn how to create parts stock orders, place special orders, receipt all parts orders, use Parts reports and the Retail
Management Intelligence Dashboard to track your parts sales and stock.
Service Management Overview Series
SVCMOS101: Introduction to the ERA-IGNITE Service
Learn how ERA can help advisors increase profits by selling additional repairs to each RO, schedule a customer’s next
visit, and cutting expenses when working with internal ROs.
SVCMOS102: Reservation Manager and Reporting
Learn how ERA can help managers monitor their service department more effectively by using
Reservation Manager, powerful and customizable reporting functionality, and the Retail Management Intelligence
dashboard.
Service Sales Kit
'Net Class
SSKA101: Service Sales Kit - Procedures
Learn to create consistent repair orders more quickly using Service Sales Kit (SSK). SSK interactive inspection and
report card features can keep your service advisors and customers on the same page regarding vehicle condition and
maintenance needs. Learn how to keep your customers satisfied and your service advisors organized with this session.
This class covers creating repair orders, selecting maintenance options, completed a vehicle inspection, and adding a
report card using Service Sales Kit. ERANet, ERA Net SSK.
2/6/2015
10:00
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SSKA102: Service Sales Kit - Flagging Repair Orders and RMI
Learn your way around the Repair Order Billing screen in ERA-IGNITE. Quickly and efficiently review the status of your
repair order, flag labor and technician time, and complete the vehicle report card. You will also learn how to access
Retail Management Intelligence to keep track of your daily appointments and repair orders using the RMI Dashboard
and access a variety of reports to easily track your performance. ERANet, ERA Net SSK.
2/6/2015
14:30
Variable Operations
Sales and F&I
'Net Class
SFI101: Starting Retail Deals
Understand how Desking and F&I integrate with other ERA applications. Learn how to begin a new retail deal, search
for existing deals, vehicles, and customers, view alerts and important deal information, and store a deal. Also learn how
to request a credit inquiry and review completed credit inquiries.
1/28/2015
10:00
SFI102: Deal Subscreens
Learn what information resides in each subscreen, how to enter aftermarket items, trade-ins, insurances, warranties,
rebates, taxes, and fees into a deal. Also learn how to use Vehicle BookOut to retrieve values of a used, traded-in, and
non-inventory vehicle.
1/28/2015
14:30
SFI103: Starting Lease Deals
Learn how to create a lease deal, convert retail deals to lease deals, calculate the lease payment, enter residual details,
allocate equity, and work balloon deals. Also learn how to use Automated Rates and Residuals to pull current bank
rates and residual values into a deal.
This session has an additional prerequisite of ENSFI101 and ENSFI102.
1/29/2015
10:00
SFI104: Negotiating with the Customer
Learn how to use the Quick Quote tool to quickly calculate monthly payments for a customer. Learn how to use the Roll
feature to find vehicles, change the payment, increase the profit, or change the amount financed in a deal. Also covers
Multiple Scenarios and Customer Proposals.
1/29/2015
14:30
SFI105: Completing the Deal
Learn how to add employees to a deal and calculate their commissions. Learn how to print forms, close a deal, and
reverse a deal. Also learn how to create and submit a new Credit Application, and request and review an AutoCheck®
Plus History Report.
1/30/2015
10:00
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SFI106: Desking Reports
Learn how to request four different standard reports and create custom rows and columns. Also learn how to customize
and personalize search results to find the information you are looking for.
1/30/2015
14:30
Sales and F&I Management Overview Series
SFIMOS101: Sales and F&I Management Overview
Learn how to work retail and lease deals, present menus and deal proposals, instantly price and book
contracts for additional products, and use F&I reports and the Retail Management Intelligence Dashboard to track your
entire sales and F&I operation.
Accounting/Systems
Accounting Periodic Procedures
'Net Class
ACC201: Accounts Receivable
Learn how to maintain receivable customers, prepare a past due analysis, process A/R schedules, post A/R
adjustments, apply service charges, print statements, and process A/R reports.
2/10/2015
10:00
ACC202: Accounts Payable
Learn how to apply payments and discounts by cutoff date to vendors and invoices. Learn how to print A/P checks
and issue EFTs through Accounts Payable programs, create EFT transfer files, print the A/P check register, void A/P
checks and EFTs, and process A/P reports.
2/10/2015
14:30
ACC203: Bank Reconciliation and Standard Entries
Learn how to cancel and reset checks and deposits. Learn how to reconcile the bank statement and print
check/deposit registers. Learn how to set up standard and recurring entry maintenance files. Learn how to post
standard and recurring entries.
2/11/2015
10:00
Page 15
ACC204: Name Maintenance
Learn where each department in the dealership can view Name File information and how to restrict sensitive customer
information in the Accounting application. Learn to perform a name change audit and how to search and combine
duplicate names.
2/11/2015
14:30
ACC205: The Daily Operating Control Report
Learn how to set up and modify DOC lines and departments, how to enter forecast amounts and forced amounts, and
how to print/view the DOC. Learn how to determine accounts that are missing from the DOC. Learn how to create a
custom DOC and how to add Custom Line Descriptions.
2/12/2015
10:00
ACC206: Accounting End-of-Month Process
CPE Credit Hour
10.50
Learn how to close the Accounting month, where to gather month end statistical data, and how to prepare the Financial
Statement.
2/12/2015
14:30
Dynamic Reporting
'Net Class
DYR101: Dynamic Reporting
Learn how to use ERA Dynamic Reporting to create and export customized reports that contain the data you need.
Also, learn to build reports that analyze statistics, trends, and activities for your dealership and even combine data from
multiple branches into a single report.
2/20/2015
14:30
3/19/2015
10:00
End of Year
ACCEOY: Accounting End - of - Year
CPE Credit Hour
2.00
This course can help you stay organized with an end-of-year checklist, post prior-year adjustments to an operating or
balance sheet account, print year-to-date general ledger reports, produce your 13th month financial statement,
complete 1099-Miscellaneous forms, close the alternate year if you have an alternate end-of-year date at your
dealership.
Payroll
PAY101: Setting Up Payroll Employees
Learn how to add new hires and modify existing payroll employee setup records.
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PAY102: Processing a Payroll Cycle and Troubleshooting
Discuss in detail the steps to processing a payroll cycle. Topics include creating a payroll cycle and worksheet,
reviewing check registers, calculating and printing paychecks, posting accounting, and paycheck inquiries.
PAY103: Modifying Paychecks and Payroll Specifications
Learn how to modify payroll checks to handle multiple scenarios and set up and maintain your dealership's payroll
specifications.
PAY104: Miscellaneous Payroll Solutions
CPE Credit Hour
7.00
Learn how to handle different payroll situations. Topics include terminating and rehiring employees, troubleshooting the
payroll cycle, and the Payroll Download Report.
Purchase Orders
PUR101: Creating and Managing Purchase Orders
Learn the basics of purchase order creation, statuses, and organization. Learn how to correct errors and create
templates to save keystrokes and time.
PUR102: Authorizing, Integrating, and Controlling Purchase Orders
CPE Credit Hour
3.50
Learn how to integrate purchase orders into the Accounting application in order to keep your G/L up to date. Learn the
many options the Purchase Order Specifications can offer your dealership.
Report Generator
RPT101: Report Generator
Learn how to create customized reports for Accounting, Service, Parts, F&I, and VMS. Once you’ve created the reports,
you will learn to print, display, or export data. In addition, you can standardize report formats for all of your stores, and
restrict access to reports and password-protect your report data.
System Administration
SYS101: Introduction to the ERA System
Learn the basics of the ERA system, Reynolds and Reynolds company structure, and how to load Software Manager.
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SYS102: Maintain User Security
SYS103: Print Management
SYS104: System Director Utilities
Learn how to schedule backups, display tape information, run software updates, manage Electronic Mail, display user
system statistics, manage user level security locks, and set up the system's operational hours.
Fixed Operations
Basic Service
SVC105: Special Service Situations
Learn how to handle special issues like Internal repair orders, adding Dealer Accessories, Comebacks, We Owes,
inquiring on Special Order Parts, Journal Prefix Overrides, and transferring parts between jobs.
Parts Barcode
PBC101: Common PBC Procedures
Learn how to receipt parts, change bins, and perform inquiries using the Parts Bar Code scanner. Learn how to inquire
on scans and maintain inventory from the PBC application. This course covers the following screens: Parts Receipt,
Parts Inquiry, Change Bin, Add Part Override, Create Parts List, Search, Claim Entry, and Manual Receipts.
PBC102: Specifications, Labels, and Reports
Learn how to use the Settings screen to have your scanner and PBC application best fit your needs. Learn how to set
up and use User Defined Labels. Learn how to utilize PBC reports. This course covers the following screens: Settings,
User Defined Labels, Label Printing, Bin Change Report, Special Order Parts Report, Employee Report, Over/Short
Report, Employee Report, and Scanned Parts Report.
PBCI: Parts Bar Code: Parts Physical Inventory
Topics covered in this session include pre-inventory reporting and preparation, entering the counts using the PBC
scanner, how to handle “write-in” parts, finding and modifying variances, post-inventory reports and follow-ups.
Page 18
Parts Inventory
PTS101: Basic Part Inquiries
Learn about Parts Inventory overview and integration. Learn how to perform basic part number inquiries, search for
multiple part numbers at one time, and recall factory master part number information. This session covers the following
executables: 2021, 2022, 2026, 2024, 2028.
PTS102: Part Records and Parts Kits
Learn how to manually add, change, and delete parts from your inventory. You will also learn how to create and modify
parts kits. This session covers the following executables: 2101, 2102, 2106, 2010, 2108.
PTS103: Daily Orders
Learn how to request and review reports that help with ordering parts, create, modify, and cancel a daily order, as well
as prepare and transmit a daily order. You will also learn how to create and receipt purchase orders for parts as well as
request purchase order reports. This session covers the following executables: 2041, 2052, 2048, 2372, 2710.
PTS104: Stock Orders
Learn how to create, review, adjust, and process a stock order. Learn how to arrive and receipt shipments. You will also
learn how to create manual receipts for parts not on an ERA PO# and print receipt reports. This session covers the
following executables: 2041, 2042, 2043, 2044, 2045, 2049, 2046, 2048, 2372, 2061, 2062, 2063, 2064.
PTS105: Returns and Factory Master Update
Learn how to perform the pre-parts return tasks and prepare a suggested list of parts to return to a supplier or
manufacturer based on selected criteria. You will also learn how to modify your part returns, clear and delete an entire
return, and create a manual return. Also, run a factory master to update parts information in the system and perform
supersessions. This session covers the following executables: 2081, 2082, 2083, 2084, 2086, 2087, 2161, 2163, 2164.
Parts Invoicing
PTI101: Front Counter Invoices
Learn how to create parts invoices and credit memos for front counter customers. Also learn how to record lost sales,
add invoices, comments, and how to void and delete invoices. This course covers the following executables: 2525.
Page 19
PTI102: Advanced Invoicing Procedures
Learn how to use the Counter Sales screen to obtain detailed part number information, sell parts with cores, create
price quotes, and create parts invoices for internal departments. Learn how to accept payment while invoicing, change
the payment methods for closed invoices, and how to prepare to reconcile the cash drawer. This course covers the
following executables: 2525, 2530, 2532, 2541.
PTI103: Back Counter Sales
Learn how to bill parts and sublet charges to Service appointment and repair orders. This course covers the following
executables: 2525.
PTI104: Special Orders
Learn how to perform the special orders process from the point of sale through the delivery of the parts
and the closing of the special order record. This course covers the following executables: 2028, 2052, 2064, 2065,
2525, 2533.
PTI105: Invoicing Specifications and Reports
Learn how to create and modify price level codes, maintain password restrictions, create and modify credit codes, set
up source overrides, and use Parts management reports. This course covers the following executables: 2565, 2564,
2321, 2382, 2566, 2571, 2570, 2569, 2542, 2211, 2543, 2212.
Parts Physical Inventory
PPI101: Parts Physical Inventory
Learn how to perform the entire Physical Inventory process, from counts and write-ins to the post-inventory follow-up.
Recommended Not Done
RND101: Turning Declined Services into Profits
This class will teach the different methods of handling declined services, explain how Refusal Codes can help you
identify the reasons why recommended services are being declined, explain how to use Recommended Not Done
services to generate more sales for your dealership in the future, and generate a list of customers that declined services
to follow up on those services.
Page 20
Service Scheduling
'Net Class
SSC101: Dispatching with Service Scheduling
Learn to use basic dispatching functions such as locating a vehicle, assigning a technician to work, and completing that
work. In addition, you will learn how to keep track of the technicians’ different jobs and
monitor them using the Route Sheet.
2/18/2015
10:00
SSC102: Technician Information
Learn how to set up a technician to work in your shop, keep track of that technician’s work, and modify their hours and
pay as necessary.
2/18/2015
14:30
SSC103: Dispatching Reports and Specifications
Learn to print and analyze a variety of dispatching reports to monitor work flow and completion among advisors and
technicians. Also, learn how to set up the Service Scheduling Specifications.
2/19/2015
10:00
Variable Operations
docuPAD
PAD5.0: docuPAD Essentials
The docuPAD® class teaches you how to effectively present option packages to your customers. Learn how to guide
your customers through available products and services and actively engage your customers in the buying process.
Learn how you can help your customers personalize their options packages. Instantly identify which forms need to be
signed and printed, and make sure nothing is overlooked before closing a deal.
Sales and F&I
F&I101: F&I Starting Retail Deals
Learn how to start a new retail deal, enter customer and vehicle information, enter trade-in vehicles, enter insurance
and aftermarket information, add employees, and save and close the
deal.
F&I102: F&I Lease Deals
Learn how to start a lease deal, allocate equity, print forms, and negotiate with the customer.
Page 21
F&I103: F&I Review, Recap and Reports
Learn how to recap a deal, calculate commissions, review deal summary, view the heat sheet, display the F&I
summary, request additional F&I reports, and request F&I utility reports.
Vehicle Management System
VMS101: Vehicle Maintenance
Learn how to add vehicles to inventory, add on-order vehicles, search for existing vehicle records, add accessories, and
transmit orders to your manufacturer.
VMS102: Inquiries, Management Tools, and Reports
Learn how to find a vehicle for a customer, view repair orders, adjust inventory amounts, understand vehicle statuses,
and request the Accounting/Sales Cost Comparison report. You also learn how to request the inventory summary and
analysis reports.
Accounting/Systems
Reynolds Integrated Telephone System
'Net Class
RITS: Reynolds Integrated Telephone System
The objective for this session include learning how to utilize features of the Reynolds Integrated Telephone System
(RITS), use communication tools available within the RITS Desktop Application (RDA), handle customer calls, and
customize the RDA to better meet your needs.
2/6/2015
10:00
2/6/2015
14:30
2/11/2015
10:00
2/11/2015
14:30
2/20/2015
14:30
2/20/2015
10:00
Page 22
2/25/2015
10:00
2/25/2015
14:30
3/6/2015
10:00
3/6/2015
14:30
3/11/2015
10:00
3/11/2015
14:30
3/20/2015
10:00
3/20/2015
14:30
3/25/2015
14:30
3/25/2015
10:00
'Net Class
RITS: Reynolds Integrated Telephone System
The objective for this session include learning how to utilize features of the Reynolds Integrated Telephone System
(RITS), use communication tools available within the RITS Desktop Application (RDA), handle customer calls, and
customize the RDA to better meet your needs.
1/28/2015
14:30
1/28/2015
10:00
Variable Operations
New Contact Management
'Net Class
CM101: Introduction to Contact Management
Get an introduction to New Contact Management. This introduction includes: navigating and customizing New Contact
Management, searching for and adding prospects to existing client records, and working with the My Clients screen.
2/3/2015
10:00
3/3/2015
10:00
Page 23
CM102: Client and Desk Management
Learn how to work with clients from within New Contact Management. These tasks include: adding new clients,
searching vehicle inventory, and working with the Prospects and Email screens. This session has an additional
prerequisite of ENCM101.
2/3/2015
14:30
3/3/2015
14:30
CM103: Managing Daily Activities
Learn how to perform daily tasks using New Contact Management. These tasks include: working with the Daily Work
Plan, using the Calendar, and working with mailings. This session has an additional prerequisite of ENCM102.
2/4/2015
10:00
3/4/2015
10:00
CM104: Management Tools
Learn how to manage your sales team using New Contact Management tools. These tools include: using Dashboard,
Desk Log, and Reporting to keep up with day to day activities. This session has an additional prerequisite of ENCM103.
2/4/2015
14:30
3/4/2015
14:30
CM105: User Security
Learn how to review dealership information and work with users. These tasks include: adding and modifying Roles and
User Permissions, reassigning clients and activities, and working with User Visibility. This session has an additional
2/5/2015
10:00
3/5/2015
10:00
CM106: Documents and Distribution Rules
Learn how to add and maintain document templates and to work with internet leads using Contact Management. These
tools include: creating documents, viewing internet leads, and disputing internet leads. This session has an additional
2/5/2015
14:30
3/5/2015
14:30
CM107: Managing Follow-Up
Learn to manage and automate your customer follow-up using tools in New Contact Management. These tools include:
setting up teams, working with schedules, and setting up automated birthday follow-up activities. This session has an
additional prerequisite of ENCM106.
2/6/2015
10:00
3/6/2015
10:00
Page 24
CM108: Client Collections and Bulk Mail
Learn to send bulk marketing documents and manage their success using tools in New Contact Management. These
tools include: creating and maintaining client collections, generating bulk mail jobs, and following up on the success of a
bulk mail campaign. This session has an additional prerequisite of ENCM107.
2/6/2015
14:30
3/6/2015
14:30
Classroom Class
CM100: New Contact Management
Learn how to effectively utilize the New Contact Management to work smarter and transform the customer experience.
Learn how the New Contact Management can help you manage your internet leads by setting up prospect distribution
rules, improve your processes and make customer follow-up more seamless with the use of Schedules, and target
marketing pieces using Client Collections.
2/17/2015
8:30

ERA 'Net Class Catalog - Reynolds and Reynolds

Transcription

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