Feature Overview

• Flexible and Easy-to-Use Sales Entry Capability
• Add New Customers directly from the Sales Entry and Point-of-Sale Screens
• Sales Forms automatically utilize the Discount, Tax Profile and SO Deposit Rules of the selected customer
• Back Order / Special Order parts and accessories directly from the Sales Entry Screen
• Automatically Calculates Special Order Deposit based on Pre-Defined Business Rules
• Override Special Order Deposit if Desired (password protected)
• Automatically Calculates amount of Special Order Deposit to Apply when SO Items are Delivered
• Handles both Special Order and In-Stock Items on the same invoice/sale
• Over-ride Special Order or Delivery of items as needed
• Utilize Bar Code Scanners to Stream-Line Checkout Process
• Interfaces with PartSmart, PartsManagerPro, HLSM, FicheFinder and On-Line Parts Finder.  Add selected items directly to a Sale, Cost Estimate, or Repair Order.
• Optionally bill sale to a 3rd Party (Bank, Finance Company, Central Office, Warranty Provider or Individual)
• Each sales transaction is tracked by Department so the associated revenue is credited to either: Parts, Service, Sales, Rentals, or e-Commerce
• Each sales transaction (and each individual line item) is tracked by Sales Rep
• Enter a PO# (Purchase Order Number) for any sales transaction
• Instant Price, Cost, and In-Stock Lookups
• Price Over-ride can be password protected so that management approval is required
• Locate items by Product ID, Supplier, Alias, Description, Application Code or Product Notes
• Shows Color-Coded Line Item Status: Active, Superseded, Discontinued
• Displays Superseded By and Substitute Items, also has Reverse Super Lookup
• Shows Bin Location for quick retrieval (including Pick Tickets)
• Easily define and sell Kits and Assemblies
• Easily Handles Superseded and Substitute Item Lookups and Replacements
• Warns user when a Superseded or Discontinued Item is added to the sale
• Inventory Stock Levels are updated as soon as the sale is finalized/posted
• General Ledger is updated as soon as the sale is finalized/posted
• Inventory Stock Levels are updated when items are sold to Service Tickets
• Easily record Lost Sales
• Define and Process Recurring Sales (for Monthly Billing)
• Create Sales directly from Cost Estimate / Price Quote
• Create Service Ticket directly from Cost Estimate / Price Quote
• Prints full-page invoice (laser printer) or small 40 character receipts (receipt printer)
• View or reprint any invoice/receipt as needed
• Display your Logo on the invoice
• Stream-Lined Point-of-Sale Screen
• Remote Sales Capability (process sales at race track and sync with shop)
• Easily Find Any Sale within Seconds, Search Options include:
  • Sold To Name (Business or Individual)
  • Today’s Sales
  • Yesterday’s Sales
  • Invoice Number
  • All Sales Not Finalized
  • Sales for a Specific Date
  • Sales for a Specific Date Range
  • Finalized Today
  • Finalized for a Specific Date
  • Finalized for a Specific Date Range
  • Sales Associated with a Specific Repair Order
  • Sales Associated with a Specific Special Order
  • Sales Associated with a Specific Purchase Order
  • Search by Sale and Customer Notes
  • Custom Search – Search for Sales based on your specific criteria

• Tracks Parts, Accessories, Garments, Major Units, Kits, Assemblies, etc…
• Stock Levels immediately updated by Sales (reduces stock) and Receiving (increases stock)
• On Order Levels immediately updated by Purchase Orders
• Specify Inventory Reorder Levels, Qty Discounts, and Sales Promotions
• Setup Kits, Assemblies, and Job Codes (can include parts, labor, etc…)
• Kits and Assemblies can consist of any number of items
• Major Unit Tracking (Motorcycles, ATV’s, Boats, Snowmobiles, Automobiles, Power Equipment, Firearms, etc…)
• Interfaces with Handheld Inventory Scanner for efficient Physical Inventory Counting.  Also supports RGIS Count format.
• Optionally define Application Codes for Parts and Accessories
• Purchase Orders (for Shelf Stock, Special Order and Suggested Stock Items)
• Create Purchase Orders based on Sales and Special Orders (items needed are automatically added to the PO)
• PO’s can contain both Special Order Items and Shelf Stock Items on same PO
• Upload PO’s via the web (Electronic Purchase Order Interface for Honda, Yamaha, Suzuki, Kawasaki, Parts Unlimited, Tucker Rocky, Arctic Cat, Western Power Sports, and Others)
• Product Label and Barcode Label Printing (For Shelf Stock & Special Order Items)
• Barcode Scanning and Printing (for optimizing Inventory Management and Sales Processing)
• Barcode and Product Labels can be printed when items are received or afterwards as needed
• View and Print all Sales History including Special Order History for any Item
• View and Print all Purchase History for any Item
• View and Print all Receiving History for any Item
• Assign a Product Image to any Item
• Define a Custom Message that is displayed whenever an item is added to a sale.  This is great for up-sell reminders.
• PriceFile Uploads consist of all products from each vendor’s catalogue.  This helps make Special Orders very easy because all products are already defined.
• Easily handles duplicate part numbers
• Easily Find Any Product within Seconds, Search Options include:
  • Product ID
  • Supplier ID
  • Application Code
  • Bin Location
  • Bin Location Range
  • Name / Description
  • Alias Name
  • Category
  • Sub-Category
  • Partial Name / Description
  • All In Stock
  • All Defined Products
  • Search for Keywords entered in the Product Notes field
  • Custom Search – Search for Products based on your specific criteria

• Enter New Customers via: Customer Form, Sales Form, RO Form, F&I Form, and Estimate Form as needed
• Track separate Shipping and Billing Address for each customer
• Track Email Address and Birth Date (for marketing efforts)
• Set Price Level and Discount/Markup Percentage for each customer
• Set Tax Profile, Payment Terms, SO Deposit Requirement, Store Charge Option and Credit Limit for each customer
• Enter detailed notes for each customer (can also be viewed from sales entry form)
• Set Follow-up Dates and Follow-up Sales Rep for any customer
• Record reason for Follow-up in Customer Notes
• PowerPro automatically displays Scheduled Customer Follow-ups for each user upon logon
• View and Print complete Sales History for any customer
• Specify whether a customer should receive email advertisements and for which marketing categories
• Integrated Follow-up Sales System (FUSS) that includes:
  • Display Customers based on a wide variety of purchasing habits and/or amounts
  • Print Pre-Defined Mailing Labels
  • Print Pre-Defined Courtesy Follow-up Letters from the Parts, Service, & Sales Department
  • Print Pre-Defined Purchase Anniversary Letters
  • Print Pre-Defined Happy Birthday Letters
  • Print Pre-Defined Thank You Letters for Major Unit Purchases
  • Print Pre-Defined Scheduled Service Reminder Letters for Major Unit Purchases
  • Print Pre-Defined Recall Letters based on Make/Model
  • Print Pre-Defined Sales Flyer and Sales Event Letters
  • Print Pre-Defined Open House Flyers
  • All letters can be customized by your staff to meet your specific needs
  • Send Email Advertisements and Announcements
  • Email Ads and Announcements can be targeted to a specific subset of customers that meet specific marketing criteria or to all customers
  • Emails Ads and Announcements are easy to create using MS-Word or your favorite word processor
  • Define an unlimited number of email advertisements and/or announcement documents
  • Tracks which emails are sent to each customer
  • Sends email to customer when Special Order Items Arrive
  • Sends email to customer when Repair Order is Completed

• Easily Find Any Customer within Seconds, Search Options include:
  • Company/Last Name
  • First Name
  • Company Contact Name
  • Entered by Date or Date Range
  • Follow-up Date or Date Range
  • Customer ID
  • IRN (Internal Reference Number)
  • Day or Evening Phone
  • Keywords in Customer Notes
  • Specific Marketing Categories
  • Custom Search – Search for Customers based on your specific criteria

• Schedule and Manage Repair Orders by Date and Technician
• Track Work Scheduled, Estimated Hours to Complete, Date Promised, and Technician Assigned
• Track RO Status: Open, Assigned, In Work, Holding for Parts, Holding for Customer Approval, Complete, Invoiced
• Shows Major Units owned by each customer for easy selection
• Can add Major Units into system directly from the Repair Order Screen
• For Crash Repairs, can upload images/pictures of unit into the RO
• Pictures can be Viewed and Printed directly from the RO Form
• For Warranty Repairs, can specify the Warranty Provider Bill-To Info
• Tracks details about each requested repair task
• Tracks Parts and Labor used to complete the needed repairs
• Tracks Parts On Order along with PO Number and Order Date
• View Status of Parts On Order directly from the RO Form
• When Special Order Parts arrive for an Open RO, PowerPro DMS notifies the Service Manager
• Inventory is automatically updated when parts are assigned to a Repair Order
• When parts are removed from an RO, they are placed back in stock automatically
• Interfaces with PartSmart, PartsManagerPro, HLSM, FicheFinder and On-Line Parts Finder.  Add selected items directly to a Repair Order.
• Job Groups (Group and Subtotal Parts, Accessories & Labor by Task)
• Adjust Quantity Billed and Pricing as needed (password protected)
• View and Print Professional Job Tickets (can view or reprint anytime)
• Display your Logo on the Job Tickets
• Handles Warranty and Non-Warranty Items on the same Repair Order
• Create Repair Orders / Job Tickets from Cost Estimates
• Repair Orders remain open until all work is complete and RO is invoiced
• Tracks all Maintenance History for each unit for easy retrieval and review
• Setup Auto-Add Items such as Shop Supplies, that are automatically added to each new RO
• Define Job Codes that include all Parts and Labor associated with a given task
• When an RO is completed, PowerPro DMS adds a reminder to the Service Manager’s Task List to perform a Follow-up Courtesy Call
• Displayed RO List can be ordered in several ways for ease of management
• Easily Find Any Repair Order within Seconds, Search Options include:
  • Company/Last Name
  • All Open Repair Orders
  • Opened Today
  • Opened Yesterday
  • Promised Today
  • Promised Yesterday
  • Promised for a Specific Date
  • Scheduled Today
  • Scheduled Tomorrow
  • Scheduled for a Specific Date or Date Range
  • RO Number
  • RO’s for a Specific VIN
  • RO’s for a Specific VIN – Last 5
  • All RO’s Holding for Parts
  • All Holding – Special Order Parts Received
  • Keyword Search – Tasks and Notes
  • Keyword Search – Internal Notes

• The F&I Module is built directly into PowerPro (it is not a 3rd Party add-on product)
• Enter both Buyer and Co-Buyer and print this information on the contracts
• Handles Major Unit, Parts, Accessories, Warranty, Insurance, Fees, etc…
• Handles 3rd Party Financing (Banks, Manufacturer Financing, Buy Here Pay Here)
• Tightly integrated with the PowerPro Accounting Module
• Automatically updates the Accounts Receivables when the deal is financed
• Calculates Monthly Payment and Payment Schedule
• Handles Trade-In (Automatically adds Trade-In into your inventory)
• Handles Multiple Trade-Ins with Ease
• Automatically updates the Trade Loan Payoff Payable Account
• Handles Customer Deposits (Tracks all deposits and applies them to the deal)
• Customer Deposits are easily transferred to a different unit if needed
• Handles Multiple Payment Plan Options (Print for Customer Review)
• Show and Hide Deal Profit (Helps during Negotiations)
• Handles Alternate Interest Rate
• Tracks Buy Rate
• Out-the-Door Price Option
• Automatically calculates Sales Commissions
• Includes a Sales Commissions Management Utility
• Detailed Reports (Profits – Front and Backend, Total Profit, Average Profit, etc.)
• Prints F&I Forms (Finance Contracts, Insurance Forms, Title, Odometer, etc.)
• Extensive F&I Forms Selection (Also, Customized Forms for your specific needs)
• You can print or reprint any contract/form at any time, quickly and easily
• F&I Menu System for selling Backend Products (Life, Disability, GAP, Protection Plans)
• The F&I Menu System is built directly into PowerPro (it is not a 3rd Party add-on product)
• Integrates with Credit Score Agency
• A partial list of F&I Forms include:
  • Buyer’s Order (Customized with your Logo!)
  • Finance Contracts (Honda, Yamaha, Suzuki, Kawasaki, BRP, Various Banks, etc…)
  • Application For Title Statements (Motorcycle, Watercraft, Auto’s)
  • Odometer Statements (Units Sold and Trade-Ins)
  • Product Registration Forms (Motorcycles, ATV’s, Watercraft)
  • ATV Training Certificates
  • Credit Forms/Statements
  • Extended Warranty/Service Contracts
  • Power-of-Attorney Forms
  • Sales Tax Statements
  • GAP Insurance Forms
  • GAP Disclosure Forms
  • GAP Cancellation Forms
  • Tire and Wheel Protection Forms
  • Physical Damage Insurance Forms
  • Certificate of Origin Forms
  • Notice to Co-Signer Forms
  • Other Custom Forms based on your specific needs

• Easily Find Any F&I Deal within Seconds, Search Options include:
  • Company/Last Name
  • Today’s Deals
  • Yesterday’s Deals
  • F&I Number
  • VIN
  • VIN – Last 5
  • F&I Deals for a Specific Date or Date Range
  • All Deals Not Invoiced

Detailed End-of-Day Reporting

General Ledger (Chart-of-Accounts, Balance Sheet, Income Statements, Detailed GL Reports)

Account Receivables (Track Receivables, Receive Payments, Debit & Credit Accounts, Print Detailed Reports)

Account Payables (Track Payables, Pay Bills, Enter/Track/Apply Vendor Credits)

Payroll

Banking (Write and Print Checks, Make Deposits and Withdrawals, Reconcile Accounts, Easily Void Transactions)

Easily handles multiple Checking Accounts

Expense Tracking and Reporting

Financed Major Unit Sales are automatically added into Account Receivables

Inventory Receipts are automatically added into Account Payables

The General Ledger is updated in real-time as transactions are processed

The Income Statement is broken out by Department: Parts, Service, Sales, Rentals, eCommerce

Make manual GL Journal Entries as needed

Set GL to Batch Mode if desired (Supports Real-Time and Batch Mode)

QuickBooks Interface (Optional)

F&I Manager Utility (for managing Sales Commissions)

Inventory Receiving Manager (for verifying inventory received against vendor invoice)

Generates Charts and Graphs for Detailed Financial and Sales Analysis

Security Protected – All Accounting Functions and Reports are Protected via Detailed Security Access Permissions

• PowerPro DMS includes over 400 pre-defined Reports and Charts
• Most reports can be modified by the end-user if desired
• Access to any report or chart can be restricted via security settings
• Reports can be viewed on-screen and/or printed as needed
• Reports are grouped by module: Sales, Inventory, Purchasing, Repair Orders, Major Units, Accounting & GL, F&I, etc…
• Add any report to a Memorized Reports List for quick and easy access
• Each user’s specific Memorized Reports and Tasks are displayed when they log into PowerPro
• PDF Reports & Charts – any report or chart (including Invoices, Cost Estimates, etc) can be saved as a PDF File
• PDF Reports & Charts can be Emailed or Embedded into Word or Excel documents
• View and Print Sales Charts and Reports for any Date Range
• Easily compare Reports and Charts based on Week, Month, Year, etc…
• Chart Major Unit Sales by Date and Category (Sales, Cost, Profit, Qty Sold)
• Chart Major Unit Sales by Date, Category, and Manufacturer (Sales, Cost, Profit, Qty Sold)
• Chart Sales by Department and Date (Parts, Service, Sales)
• Chart Monthly Sales by Product Category (Parts, Accessories, Clothing, Warranties, etc…)
• Chart General Ledger Data (Assets, Liabilities, Owner’s Equity)
• Many different Chart Types: (Pie Chart, Line Chart, Bar Chart, Combo Chart, etc…)
• All charts are 3-D with nice color combinations
• Print the Charts and Reports – File in your Financial Notebook
• Use the detailed Charts and Reports when attending 20-Group Dealer Meetings
• Easily Email an Invoice or Cost Estimate to a customer
• Easily Email Charts and Reports to your CPA, Investor Partners, or Banker
• Utilize the extensive Reports and Charts to stay in close contact with your Financial Position

• Runs On-Site or In-the-Cloud
• Sends Emails to Customers when Special Orders Arrive and RO’s are Complete
• Prospecting and Marketing functions help increase business (Letters, Flyers, Emails)
• Track and Manage Sales Commissions
• Tracks and Manages Major Unit Deposits, shows deposit(s) in F&I Deal
• Customizable Reports
• Multi-Level Product Pricing
• Multi-User Ready
• Query Creator for custom queries and reports
• Flexible Tax Profiles (Define as many as you need)
• Also supports Canadian Tax Calculations: GST, PST, HST
• Extensive Security – Access to all functions and reports can be granted or restricted as needed
• Price File Support (Extensive Selection)
• Training Database for practice and new employees
• Supports Cash Drawers, Laser, Receipt, and Barcode Printers
• Over 400 Pre-Defined Reports and Charts
• On-Line Fiche Capability (View Diagrams, Download Parts, add to Sale, RO, Estimate, or PO)
• Parts Catalogue Interface (PartsManager Pro, PartSmart, HLSM, FicheFinder, On-Line Parts Finder, Toro Master Parts Viewer)
• Launch Parts Catalogues directly from PowerPro DMS
• Define Commonly Used Web Links that can be accessed directly from PowerPro DMS
• Link Multiple Dealer Locations for In-Stock Lookups and Other Tasks
• Process Sales at Remote Race Events via Laptop and Import the transactions into  PowerPro DMS at your shop.
• Remote Sales Sync Process updates Inventory, Customers, Special Orders, etc…