all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Blue
|
|
||||||
|
||||||
|
|
|
Notes:
|
|
Tick List as of 6/19/07: - On vehicles add back in engine and transmission - Migrate old data back across - On all inventory (current and sold) reports we need inventory types - Make makes and models go inactive or hidden o Make sure they are not used “make and model clean-up” - Grand-daddy special search o Types of special searches • Inventory • Parts • Receipts • Deposits • Invoices • PO’s • Whole database • Save able reports - On current inventory report – take off base price - Add a stock search on the current inventory report - Transition to full payroll from invoices - Quotes - Report builder - Transfer tickets - Rental tickets - Update inventory PO’s - Dollar figures for parts, per vendor, per store, per corp - Automate invoicing a unit with doc fees, taxes, trade-in, verbage, signatures, etc. (automate disclaimer choices) - “my sales” for invoices including profit - Sales reports o Profit per line item o Cost, profit, percentage o By inventory type o Best sellers by inventory type - Parts reports o Usage, history, in and out reports, store, corps - Transition and tie invoices and payments into deposits - Photo management - Inventory adjustment checkbook – make sure it sold before they can use the money (look at Texas) o Admin adjustment checkbook - Inventory turn and earn o Admin - Make sure parts and labor can be pulled for payroll - Advanced invoice search and line items - Payroll - On deposits make another level for sales people who can only deposit form invoices – close the down on flexible deposit without tickets - .com clean-up - Website pulling from new database - Floorplan aging reports - Income statement - Balance sheet - Cash flow - A/R – long term - Payables – long term - Assets - Sorts on floorplan report add age sold - Printable invoice and paperwork - Stock folders – deal jackets - Print checks right from the system - Change the “like” and “exact” - Customer clean-up mark inactive – global changes - Built-in discount on parts tickets - Customer tracking and customer up log - Conversion from 3 decimal places to 2 - Make some decisions on done SS and S and Colorado - Flat taxes and doc fees per location - Make sure all files have passed final inspection and sign off - Migrate deleted items - Database clean-up and checking for dups - Do a usability study and standardize things – error, success messages, navigation, xss hacks - Check for customer history being updated for invoices o Might also need to check add_edit main invoice page - Sales between corporations - Extend the time period to paid instead of oked for payees (on internal tickets) - Create multi corp reports – inventory, sales, floorplan, financials - Application reminder – clock-in/out, checks, deposits - Build problem finder reports for non-verified expenses, invoice, deposits, and PO’s - Who’s up on a unit – this might be accomplished by the quotes o Pending flag with timeout o Date today and date in future o Notes, salesperson, etc. o Status - Special order tickets – deposits on orders - 1099’s - Security issues – see emails in adilas folder - Clean-up department heads and manager’s time clock instead of assigning a user to multi departments assign only to one and them have separate table with manager options - Overview and FAQ’s – explain how to use the application use photos, video, screen captures, general use and details - Enter new inventory via checkboxes instead of “free willy” notes |