October-December 2006 Issue 38

In this issue:


What's new at Karmak?

ProfitMaster Sales Management 1.5 in general release

ProfitMaster Sales Management Version 1.5 is now available for general release. This release includes improved software performance and many enhancements based on customer feedback. To ensure a smooth transition, Sales Management customers will receive detailed instructions on preparing for the upgrade. In addition, we are offering free Webinars to Sales Management users regarding the transition. See the ProfitMaster Training web page for details. For questions about your upgrade, contact us at or 866-452-7625. For more on Sales Management 1.5 enhancements, see the related article in Compass Issue 37.

To learn more about ProfitMaster Sales Management, visit our website, contact your Karmak sales representative, or call 800-622-6211.

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New products well received at Karmak Technology Conference & Expo 2006

Several new and updated products which were introduced at the recent Karmak Technology Conference & Expo received very positive responses from customers.

Future products previewed included:

  • Real-time Performance Monitor (RPM) enhanced Sales and Service modules, plus new Accounting, Parts, Lease/Rental, and Customer Sales Watch modules; see the related article in this issue for more.
  • Internet Parts Sales (IPS) with many enhancements to both the Retail and Administrative sites, such as displaying customer order status, service history, account status, and part substitutions, and options for customizing order confirmation e-mail.
  • Service Management, the next major ProfitMaster module, with advanced features for tracking repair orders, shop productivity, preventive maintenance and more. Service Management is scheduled soon for beta testing.
  • Help Desk Live, which allows Karmak customers to track their support incidents via the Internet.
  • A prototype Mobile Truck Repair Order application that allows service personnel to enter repair order data on a portable PC.
Look for more on these exciting new products in a future issue.

 

Karmak conference hits a home run in St. Louis

More than 200 dealers and distributors from 98 companies attended Karmak’s annual user conference, held recently at the Hilton St. Louis at the Ballpark hotel. Attendees and baseball fans alike went home winners as the conference came to a conclusion on October 27, and the St. Louis Cardinals scored a World Series victory.

Feedback from both customers and employees has been very positive, making it one of the most successful conferences in Karmak’s 25-year history.

Customers enjoyed productive training classes, roundtable sessions, help desk one-on-ones, security labs, OEM meetings, and product demonstrations, while Karmak gained valuable feedback on current and future products and services.

In between training and networking sessions, attendees also enjoyed some lighter moments. Continued>

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System-wide modules slated for Real-time Performance Monitor 1.3

Several new modules will be available with the next release of Real-time Performance Monitor (RPM). In addition to the existing Service and Sales Management modules, Version 1.3 will offer Parts, Accounting, Lease/Rental, and the new Customer Sales Watch module. RPM offers browser-based dashboards of real-time information displayed in customized views, and is fully integrated with Karmak Legend®, INFO 5®, and ProfitMaster® business systems. The Customer Sales Watch module lets you track and analyze customers’ buying trends, create customized views of your customer sales data, and optionally export data to spreadsheets, documents, e-mail, or virtually any CRM program on the market.

Additional enhancements include the ability to place multiple RPM views on screen at one time and drill down to more detailed data from any one of the views on screen. Enhanced data export functions will include XML, CSV, and tab delimited formats. For a list of enhancements and benefits with RPM 1.3, click here. Watch for more information in early 2007.

For details on Real-time Performance Monitor, contact your Karmak sales representative, or call 800-622-6311.

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Karmak releases Legend Access terminal emulation software

Karmak's new Legend Access terminal emulation software is now available. The program allows users to connect to and run applications on the Legend business system from their Windows-based PC, and provides an alternative to KEA 420 which has been discontinued by Attachmate. Legend Access incorporates many features based on customer feedback, and offers these benefits:

Legend Access is available in English and Spanish, with French coming soon. For pricing and additional information on Legend Access, contact your Karmak sales representative, or call 800-622-6211.

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Gasboy interface available for Legend systems

A new interface for Gasboy 1000 series pumps has just been released for Legend business systems. This interface allows facilities to issue a gas credit card to a customer and specific unit. This gas credit card can then be used to make a fuel purchase at a Gasboy pump, which tracks the number of gallons, miles since last fill up, price per gallon, and unit information. The Gasboy software is then used to gather transactions on a daily basis, transmit the transactions to the business system, and then import the transactions into sales orders using a miscellaneous billing option for the fuel charge. Contact your Karmak sales representative, or call 800-622-6211 for details.

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People in the news

Karmak customers receive industry honors

Congratulations to the following Karmak customers on their recent recognition for excellence in the industry.

Mack 2005 Distributor of the Year Awards:

  • Canada: Emily Paterson, Durham Truck & Equipment Sales and Service, Ajax, ON (Legend)
  • U.S. Northeast Region: Steve Parker, Baltimore Mack Trucks, Inc., Linthicum Heights, MD (INFO 5)
  • U.S. Southeast Region: Jon Pritchett, Nextran Truck Centers, Birmingham, AL (INFO 5)
Freightliner 2005–2006 ASPIRE Awards:
  • Trucks of Bismarck, Inc., Bismarck, ND (Legend)
  • Tri-State Truck Center, Inc., Shrewsbury, MA (ProfitMaster)
  • Eddie's Truck Sales, Rapid City, SD (Legend)
  • Freightliner of Savannah, Inc., Savannah, GA (Legend)
  • Tom Nehl Truck Company, Jacksonville, FL (ProfitMaster)
  • Young Truck Sales, Inc., Canton, OH (Legend)
PacLease Franchise of the Year Award:
  • Rush PacLease, Houston, TX (ProfitMaster)
PacLease Regional Franchise of the Year Awards:
  • Edmonton Kenworth PacLease, Edmonton, AB (ProfitMaster)
  • Cherokee Truck Leasing, Piedmont, SC (INFO 5)
  • JX PacLease, Milwaukee, WI (ProfitMaster)
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Karmak appoints new Sales Services staff

Brad Ambuel was recently promoted to Manager of Sales Services. In his new position, Brad is responsible for managing the aftermarket sales, network design/pre-sales support, internal database administration, marketing, and general sales support areas. Brad has been with Karmak for nine years, most recently as an Inside Sales Representative. Prior to joining Karmak, Brad worked in positions that involved sales and supervisory responsibilities.

Concerning his appointment, Brad said, “As an Inside Sales Representative within the Sales Services department for many years, I believe that I can effectively guide an already outstanding department to effectively meet the needs of every customer. Karmak is on the leading edge of technology with our Windows-based products, and staying ahead of our competition is our constant driving force. I'm looking forward to working with our outside sales force and the dedicated employees already in the Sales Services department to provide outstanding sales support to Karmak customers and any company interested in the Karmak family of products.”


Brad Ambuel

Jaymie Smith is the newest Customer Sales Support Representative, joining the Sales Services department in November. Jaymie brings with him more than 10 years of experience with Karmak business systems, including parts and service training, application support, and system support. Jaymie is responsible for Legend/ProfitMaster customer base sales in Arkansas, Iowa, Kansas, Louisiana, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, and Texas. His wide range of skills will help ensure the best possible service and sales support to customers in these areas.


Jaymie Smith

Justin Craig was recently named Karmak's new Network Design Analyst for the Sales Services department. In his new position, Justin will play a key role in serving you and your company's network design needs.

Justin joined Karmak in June 2003 as part of the ProfitMaster Technical Services team. His experience working with the customers and working with the Karmak systems will "allow him to hit the ground running in his new position," notes Brad Ambuel, Manager of Sales Services, and will make him a strong and valuable asset to the team.


Justin Craig

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Conferences & training

Karmak Technology Conference & Expo 2007
St. Louis, MO

The dates of October 15-19, 2007, have been reserved for our next conference. Planning is underway for specific options and activities.

Our 2006 conference is being considered one of the most successful conferences in Karmak's 25-year history. See the related article in this issue, and make plans to join us next year.

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New ProfitMaster training sessions

We're offering convenient training Webinars for our newest software line, designed for ProfitMaster users running either Legend or INFO 5 business systems. To help make your transition to Sales Management 1.5 as smooth as possible, we are offering FREE Webinars to current Sales Management users on navigation and preparing for the 1.5 upgrade. The following Webinars are scheduled for several different days and times in late 2006 and early 2007:

Visit our ProfitMaster Training web page for the complete schedule and online registration.

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Legend Training Center expands Webinar offerings

Our new training schedule for 2007 includes an exciting new lineup of Webinars. These convenient, cost-effective sessions allow one or several people at your location to engage in a live, interactive training session with the Karmak team via the Internet. Upcoming Legend Webinars include:

Visit our Legend Training Center web page for details and online registration. Out of the office during scheduled Webinars? Not a problem. Give us a call at 800-252-7625 and we will schedule one at a time convenient for you.
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INFO 5 introduces new training sessions

The INFO 5 Training Department has compiled a new training schedule for 2007 designed to increase efficiency and maximize use of the INFO 5 business system. Choose from intensive classroom training held at Karmak’s office in Springfield, Mo., or at selected regional locations. Or attend convenient online training sessions from your location with our new Webinars. Upcoming classes and Webinars include:
Training Center Classes Webinars

Visit the INFO 5 Training Center web page for the complete schedule and online registration. For questions regarding INFO 5 training or to request custom Webinar sessions, please call 800-865-8991 or e-mail .

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Free Volvo/Mack MV Preferred training for INFO 5 clients

In an effort to provide a better understanding of the Volvo/Mack MV Preferred module, Karmak has developed a class that will assist INFO 5 clients in balancing their MV Preferred Scheduled Accounts Receivable account. This class will demonstrate how to search the MV Preferred website (http://www.mvpreferred.com) to find information regarding invoices, settlement files, and authorization reports to use in reconciling the scheduled account balances.

If you are an INFO 5 client and are experiencing problems reconciling your Scheduled Accounts Receivable balances to the MV Preferred invoices, we strongly recommend that you attend this class as soon as possible. To register for the class, please go to Karmak’s Customer Confidential website and then click the "Volvo/Mack MV Preferred for INFO 5" link on the left side of the page. After you have registered, you will be contacted by an INFO 5 Support representative to schedule a date and time for your webinar, which will be held online via WebEx. There is no charge for this class.

If you have any questions about the class, or if you need the user name and password information to log on to the Customer Confidential web page, feel free to contact INFO 5 Applications Support at .

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Director Series online training

Call the Director Series Help Desk at 866-856-4846 to schedule a WebEx training date after Director Series has been installed on your server. For more on other training options, visit the Director Series Training web page or contact Jim Vanderpoel, Director Series Manager, at 866-856-4846, or e-mail .

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Did you know?

Enjoy secure, cost-effective system hosting with Karmak ASP

"The ASP service receives an A+ grade...not having to deal with the maintenance and upgrades is a tremendous advantage."

Marc Karon, President,
Total Truck Parts
West Palm Beach, FL

The Karmak Application Service Provider (ASP) network service offers performance similar to a branch location running off the headquarters' server, but without the worries of day-to-day hardware system maintenance. No matter where you are located—across the U.S., Canada, or Mexico—you can run your Karmak business system on our ASP network.

ASP is a good option for companies that want to reduce the cost, time, and space requirements of maintaining servers on-site. Regular server maintenance, nightly back-ups, price tape loading, and basic system manager functions are performed by experienced Karmak technicians. Karmak pays for Operating System user monthlies, CPU monthlies, and server maintenance expenses. Legend grey matter software is also available for a low monthly license fee. In addition, the ASP allows Karmak Support to resolve incidents faster, since they have instant access to your system. Continued>

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Legend Cycle Counting made easier

In response to customer feedback, Legend's Cycle Counting program has been changed in Version 5.8 to facilitate cycle count setup. Maintain Table of Dates and Location Ranges (CY100) lets you maintain a table of cycle count dates and the range of parts to be counted, either by part number or by location. You can flag count records as permanent or temporary. Previously, the default was permanent, which required an additional step each time the user wanted to add a temporary record to the file. Now the program default is temporary, which deletes the record from the cycle count file after the count sheets are printed for that day, rather than saving the file permanently and running it year after year. Since the majority of cycle count tables change from year to year, this enhancement will save many users the time and trouble of changing the permanent flag each time they perform a cycle count.

Periodic cycle counts allow you to identify discrepancies and problems quickly, helping to streamline year-end physical inventory procedures. For questions on the Cycle Counting and Physical Inventory modules, see your DocWizard documentation CD, or contact Legend Parts & Service Support at 1-888-671-6008 or .

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Hot tips

Director Series quick tips

  1. Director Series shortcut key options can be found by selecting the Action button to display a drop-down or the tool bar Help button for additional shortcuts. After selecting the Help button, double-click on Overview and then select Control Key Sequences, Toolbar Buttons, and Action Menu for a complete list of shortcut keys.
  2. Seasonal or feature pricing can be accomplished by setting special pricing by part number with a Unit Price, Effective Date, and Expiration Date. Setting the Effective Date and Expiration Date will cause the part(s) to be specially priced only between those dates. Pricing will return to the regular pricing upon expiration. Go to Special Pricing Maintenance to create and maintain the record.
  3. Special Pricing and Customer Special Pricing should always be set with an expiration date to prevent parts from being sold below margin or cost. To check for special pricing with no expiration date, go to Special Pricing Search and/or Customer Pricing Search and click the Find button. The data grid will show special pricing records created with a multiplier. Click on the Expiration Date column to sort by expiration date. The column is now sorted in ascending order bringing records without an expiration date to the top. Be sure to verify all pages if multiple pages of entries are returned. Re-run these searches after setting the Type to Price to display all special pricing records set by price.
  4. Do you want to know which stocking parts haven’t sold in the last year? In Director Series Version 1.1.3 the enhanced Parts Sold Less Than X Quantity report can now be generated to show zero quantity sales. Report parameters can be set for a specific Inventory Type, Warehouse, Date Range, specific Supplier, or to print quantity on hand, to include cores, and what quantity of sales to check on.
  5. Do you need to run a service history report for units based on invoice date? In Director Series Version 1.1.3 the new report, Unit Service History, does just that. This report is based on the repair order invoice date and will also show multiple occurrences of a units’ history to ensure a complete unit history is provided for the life of the unit.

For questions on using Director Series, call the Director Series Help Desk at 1-866-856-4846 or e-mail .

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About Karmak Compass

The purpose of Karmak Compass is to keep all our customers informed of current activities within the Karmak family. This newsletter is designed for both technical and non-technical readers.

Use our Feedback Form to send us suggestions, comments, or news items for publication. To subscribe, update your e-mail address, or unsubscribe, use our Subscription page. Subscriptions are free to all Karmak customers.

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© 2006 Karmak, Inc.
One Karmak Plaza
P.O. Box 680
Carlinville, IL  62626
www.karmak.com