Fall 2007 Issue 42

In this issue:


What's new at Karmak?

Real-time Performance Monitor now available for Parts and Accounting

Real-time Performance Monitor (RPM) Version 1.3 is now in general release for Parts and Accounting modules. RPM is a browser-based dashboard of real-time data from your business system, displayed in customized views. RPM Service and ProfitMaster® Sales Management modules are also available. All modules include such enhancements as on-the-fly filtering, user-entered comment functionality, locked headers, e-mail and quick send features, versatile export options, new drill down options for linked views, and the ability to place multiple RPM views on screen at one time.

Coming soon—RPM Customer Sales Watch and Lease and Rental modules

The RPM 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. View monthly summaries of parts, service, lease, rental, and unit sales and profits with the click of the mouse. Get a daily updated snapshot of current month sales, account standing, credit limits, and aging for any or all customers in seconds.

With RPM Lease and Rental, you can easily track units, contracts, maintenance schedules, and billing. Minimize turnaround time by identifying contracts about to expire. Avoid downtime by tracking units due for preventive maintenance. Track monthly utilization, review annual trends, and more.

Look for more details soon.

Parts data modules: Accounting data modules:
  • Inventory
  • Sales Orders
  • Purchase Orders
  • Backorders
  • AR Aging
  • AP Aging
  • General Ledger
  • Daily Operating Control
  • Absorption
Benefits for Parts Managers: Benefits for Controllers:
  • Minimize obsolete inventory by monitoring special orders.
  • Identify parts likely to fall below safe inventory levels.
  • Protect gross margin by identifying price overrides and reviewing details.
  • Track daily controllable expenses and absorption ratio.
  • Instantly review General Ledger account balances and exceptions.
  • Review customer status with one click.
For more information on RPM, visit our Real-time Performance Monitor web page, contact your Karmak sales representative, or call 800-622-6311.
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Customer Confidential website update—request your password today

Our new Customer Confidential site has been recently updated, and is now available to all Karmak customer staff members, whether or not they are on your Karmak authorized contact list.

  • View current business system documentation online
  • Interact with other users on our ProfitMaster and Director Series discussion boards
  • Get the latest training schedules and register online
  • View available vendor price files and request price file updates
  • Contact Karmak Support, Sales, and Administration
  • Download information on Karmak's new products and services
  • Get helpful tips, and more

To access Customer Confidential, please contact us to request a new user name and password. This is a company-wide login and we encourage everyone in your organization to utilize it.

Preparing for ProfitMaster guide available online

We've compiled an overview of the ProfitMaster implementation process, including what to expect and how to best prepare for the move to current and future ProfitMaster modules. Guidelines are included on hardware, performance, setup, data conversion, reporting tools, version compatibility, business structure, interfaces, and navigation, as well as the migration, deployment, and support procedures for ProfitMaster. Log on to our Customer Confidential website to read this helpful guide.

To request your company login, Legend, ProfitMaster, and Director Series users may contact Karen Zwicker at or 800-252-7625, or use our online Request Form. INFO 5 clients may contact Heather Gardner at or 800-865-8991, or use our INFO 5 Request Form. If you already have a user name and password for Help Desk Live, ProfitMaster Discussions, or Director Series Discussions, we can set up the same password for all Karmak sites.

Once you have your new login, click Customer Access on the Karmak.com home page menu, and select Customer Confidential, or go to http://customer.karmak.com. Use the Comments or Questions form on the Customer Confidential home page to send us your feedback on the new site.

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Karmak 2007 Conference - Spotlight on SuccessTechnology Conference & Expo 2007 a success

More than 200 dealers and distributors from 80 companies attended Karmak’s annual user conference, held recently in St. Louis. Mo. The week included productive classes and valuable feedback from both customers and employees.

Several new and updated products which were introduced at the conference received very positive responses, including Mobile Repair Order Entry, Mobile Parts Order Entry, Real-time Performance Monitor (RPM) Lease and Rental, and Customer Sales Watch modules. See the related articles in this issue for more.

Highlights included a Vendor Managed Inventory discussion hosted by these distinguished industry leaders:

In addition, more than 100 prizes were given to customers who filled their drawing cards by attending product demos and meetings with vendors and OEMs, including Caterpillar, Dell, Freightliner, Inland Associates, International, PACCAR, Volvo, and Western NRG. Congratulations to these lucky winners. Continued >

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Mobile Repair and Parts Order Entry programs are a hit at the 2007 Conference

Demos of the new ProfitMaster Mobile Repair Order Entry and Mobile Parts Order Entry modules were very well received by attendees at the recent Karmak Technology Conference & Expo 2007.

Mobile Repair Order Entry lets service personnel quickly open a repair order from any location via a laptop or tablet PC. It makes it easier to track roadside repairs and maintenance at fleet locations, and offers on-site service writers increased flexibility and efficiency.

Mobile Parts Order Entry allows parts sales personnel to enter parts orders on a Windows-based PC, laptop, or tablet PC and upload that data to their Karmak business system. The software is ideally suited for outside sales personnel who spend time away from the office, but return regularly to enter orders into the system.

For more information, download the Mobile Repair Order Entry information sheet and the Mobile Parts Order Entry White Paper, contact your Karmak sales representative, or call 800-622-6311.

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Legend Access Version 1.1.3 now available

The latest release of Karmak's Legend Access terminal emulation software is now available. Version 1.1.3 addresses several issues for customers who travel with Vista laptops, and includes drag and drop functionality and numeric keypad enhancements.

Legend Access allows users to connect to and run applications on their Legend business system from a Windows-based PC. It offers simple installation, pre-configured settings, and customizable options that help make everyday tasks more efficient. In addition, it is Certified for Windows Vista™, and includes features previously unavailable in other terminal emulation products.

To request an upgrade, contact Legend Systems Support at 888-671-6010 or . To get started with Legend Access, contact your Karmak sales representative, or call 800-622-6311.
 

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People in the news

Karmak names new managers and hardware sales specialist

Bob Bremer was appointed the new Manager of Legend and ProfitMaster Applications Support. Bob joined Karmak’s Parts and Service Support group in 1999, bringing with him more than 11 years of experience in the automotive parts industry. In addition to previous experience in parts management, Bob recently served as Project Manager during development of ProfitMaster Internet Parts Sales. In his new position, Bob will oversee a team of 18 Parts, Service, Accounting, and ProfitMaster Support representatives.


Bob Bremer
 

Bob Segarra was promoted to Manager of ProfitMaster Quality Assurance and Documentation. Bob joined Karmak's ProfitMaster Development team as a Quality Assurance Analyst in 2005. He has extensive experience in Information Technology, including senior/lead positions with major financial companies. Bob attended Harvard Automation Business/Technical College in Chicago, and holds a certificate in IBM RPG and COBOL Programming and Operations. In this newly-created role, Bob will supervise ProfitMaster Quality Assurance, Documentation, and Price File teams, working closely with the ProfitMaster Development, Design, and Support groups.


Bob Segarra
 

Gina Wilton was recently promoted to Accounting Manager. Gina has been with Karmak's Accounting and Finance department for nine years as Senior Staff Accountant. In her new position, she will manage all of the company's accounting functions, including accounts payable, accounts receivable and collections, general ledger, payroll, purchasing, and commissions. Gina holds a Bachelor of Science degree in Accountancy from Southern Illinois University, Edwardsville.


Gina Wilton

Katherine Robertson joined Karmak's Sales Services department as Hardware Sales Specialist. Katherine's background combines in-depth knowledge of computer hardware and equipment with years of sales experience with leading technology companies, making her ideally suited to provide our customers the best in hardware sales support. Katherine is based out of Lawrenceville, Ga. Karmak customers may contact her at 770-822-9940 or for all of their hardware needs.

For an updated list of Karmak staff contacts, please visit our Customer Confidential website.


Katherine Robertson

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Training

Karmak Training Center adds free Webinars

To introduce you to our newest ProfitMaster releases, we are offering free Webinars on ProfitMaster 1.6 and the new Service Management module. Other valuable Webinars and classes are available to help you use your business system more efficiently. Click the links below for details on these upcoming training sessions.
 

ProfitMaster Webinars:
  • Service Management Overview
  • ProfitMaster 1.6 Overview
  • ProfitMaster "Did You Know?"
Legend Webinars:
  • Customer Special Pricing & Vendor Contract Pricing
  • Legend "Did You Know?"
  • CONNX
  • Cycle Counting
  • Physical Inventory
  • Price Files

 

Legend Classes:
  • Controller/Office Manager Workshop
  • Service Manager Workshop
INFO 5 Webinars:
  • Service Overview, Part 1-
    Opening Work Orders
  • Physical Inventory

Our online training pages will be moving to our new Customer Confidential site in the future. See the Customer Confidential article in this issue and request your new password today.

In addition to our scheduled training sessions, we offer customized Webinars, one-on-one training, or on-site training to meet your needs. Download our Training Opportunities sheet for details, and contact our Training Coordinator at , or call 1-800-252-7625 (Legend) or 1-800-865-8991 (INFO 5), to discuss your training needs.

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Director Series training at your location

Are you new to Director Series? Or have you hired new employees or had a change in responsibilities since installing your system? Training from Director Series Services can help you get up to speed, and stay productive, in all areas of Director Series. We offer both online interactive training via WebEx and on-site training that is customized to suit your needs. Contact Jim Vanderpoel, Manager of Director Series Services, at  or 866-856-4846 to schedule a training session, or for additional information on Director Series training.

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Karmak OnLine DocumentsDid you know?

KOLD makes reports more manageable, cost effective, and secure

KOLD, our innovative electronic archiving system, can save you countless reams of paper, hours of labor, and prevent loss of vital documents in the event of a disaster. Your Karmak business system provides a multitude of useful reports, but handling printed reports can be cumbersome. KOLD allows you to conveniently view, distribute, archive, and retrieve Karmak reports without wasting resources like paper, supplies, equipment, and valuable storage space. And, KOLD has special options for additional benefits, like the ability to search for specific reports and add password protection to sensitive documents.

To find out how KOLD can save you money on paper, space, labor, and equipment, please contact your Karmak sales representative, or call 800-622-6211.

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Reasons to upgrade your business system software

Why upgrade? We are constantly listening to customer requests and making updates to improve our software products based on your input, best industry practices, and technology advances. By staying up to date, you'll benefit from new features and fixes that can increase your productivity and business system performance. Concerned about the learning curve? Our Release Notes clearly document what's new in each module, and the guidance of our knowledgeable Support team is just a phone call or click away. In addition, convenient Webinars can get your staff up to speed on just what they need to know to do their jobs more efficiently.

Legend Version 5.9-1 and INFO 5 Version 7.2A contain many enhancements to Accounting, Parts, Service, OEM Communication modules, and more. Click the links below for highlights of each release:

Legend Version 5.9-1 Enhancements    INFO 5 Version 7.2A Enhancements

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HP Business PartnerOpenVMS celebrates 30 years, and still going strong

October 25, 2007 marked the 30th anniversary of the release of Hewlett-Packard's OpenVMS operating system. HP also announced the November 2007 release of OpenVMS version 8.3-1H1 for Integrity servers, and its commitment to update and support OpenVMS for years to come.

OpenVMS has powered Karmak Legend systems for decades, and is the choice of many businesses that require exceptional security and reliability, such as hospitals, large financial institutions, utility companies, government, and military installations. Visit HP's website for more on OpenVMS past, present, and future.

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Hot tips

ProfitMaster Sales Management zero dollar amount entries

Did you know that you do not need to delete $0.00 entries when performing posting functions in Sales Management? Zero dollar amount entries are shown in the program to alert you that something may be missing, but these entries are not carried over to your Karmak business system. To learn more ways to make Sales Management procedures more efficient, visit the tips section of our Customer Confidential website. Contact ProfitMaster Support Services at with any questions.

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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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© 2007 Karmak, Inc.
One Karmak Plaza
P.O. Box 680
Carlinville, IL  62626
www.karmak.com