ProfitMaker Version 1.1

continued from What's New at Karmak?
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Repair Order Header

• Generate repair orders to customers
• Track repairs to customers' units
• Review repair history by unit or customer for any given period
• Create a unit when opening a repair order
• Track open repairs: work in process, promised date, in service date
• Print repair order hardcopy (for technician to work from, record comments on)
• Print repair order review (review repair order before invoicing)
• Calculate gross profit in dollars and percentage by repair task in review
• Calculate gross profit per hour worked by repair task in review
• Automatically print multiple copies of repair order invoice
• Print messages on invoice (automatically or on demand)
• Automatically print message on hardcopy for customer's signature
• Find open repair orders easily
• Reprint repair invoices
• Print customer review (no cost)
• Re-open repair invoice
• Check customer's available credit when opening and invoicing repair order (when using QuickBooks interface only)
• Calculate tax (state and local taxes, tax or fees on individual parts)
• Assign tax code by unit

Repair Tasks

• Analyze types of repairs performed
• Analyze which repairs are most profitable
• Analyze which customers are most profitable
• Flag repairs as warranty
• Determine billing criteria: labor rate, warranty hours, billing hours, flat parts amount
• Determine if parts detail and labor detail prints on the customer's invoice
• Determine how invoice subtotals by repair type
• Bill customer for shop supplies as a percentage of labor, up to a preset limit
• Bill customer for environmental fees (flat dollar amount)
• Enter complaint, cause, and correction to describe repairs to technician and customer
• Standard stories can be stored for quick entry
• Indicate VMRS Reason and Task codes
• Optionally add repair tasks for preventive maintenance services that are due

Parts

• Charge parts to repair orders
• Credit parts to repair orders (put back into inventory)
• Set customers' parts pricing
• Charge customer for cores, give core credit, track cores owed by customers
• Track parts inventory and bin location
• Track parts bought locally (not tracked in inventory)
• Create parts in inventory as part of billing process
• Identify possible parts warranties
• Flag a part as warranty
• Indicate VMRS Failure code
• Process parts list associated with a repair task
• Warn user if part sale is below a margin threshold

Labor

• Track technicians' time on repair orders
• Set customers' labor pricing
• Use bar codes to post labor to repair orders, which prevents closing repair order with technicians clocked on
• Enter technicians' time cards to post labor on repair orders
• Enter time in/time out to calculate elapsed time
• Override elapsed time, enter billing hours to adjust time worked to time billed
• Create shop time repair orders to track time and materials used in building maintenance, shop cleanup, training, etc.
• View what each technician is working on, who is available
• Monitor technician productivity
• Track employee review dates, certification, and certification expiration
• Four user-defined fields for tracking miscellaneous technician data

Miscellaneous

• Bill sublet repairs (e.g., towing, etc.)
• Bill machine charges
• Bill miscellaneous charges (e.g., restocking fees, etc.)
• Create miscellaneous charges in inventory as part of billing process

Preventive Maintenance

• User-defined PM codes
• Unlimited PM codes for a single vehicle
• Track PM due for service by code
• Average daily mileage automatically calculated each time miles are entered in repair task
• Track PM by meter reading, days, or both
• Track PM by specific date
• View PM services due within a number of days of the due date
• View PM services due within a value or percentage of the meter reading interval
• Easily add a PM code to a group of units or customers

Sales Order Header

• Generate sales orders to customers
• Track open sales orders
• Print sales order picking lists
• Calculate tax (state and local taxes, tax or fees on individual parts)
• Print multiple copies of sales order invoice
• Print messages on invoice (automatically or on demand)
• Find open sales orders easily
• Reprint sales order invoices
• Re-open sales order invoice

Parts

• Charge parts to sales orders
• Credit parts to sales orders (put back into inventory)
• Set customers' parts pricing
• Charge customer for cores, give core credit, track cores owed by customers
• Track parts inventory and bin location
• Track parts bought locally (not tracked in inventory)
• Create parts in inventory as part of billing process
• Track parts to customers' units
• Create a unit when charging a part to a sales order
• Identify possible parts warranties
• Flag a part as warranty
• Warn user if part sale is below a margin threshold

Miscellaneous

• Bill sublet repairs (e.g., towing, etc.)
• Bill machine charges
• Bill miscellaneous charges (e.g., restocking fees, etc.)
• Create miscellaneous charges in inventory as part of billing process
• Track miscellaneous items charged to customers' units
• Create a unit when charging a miscellaneous item to a sales order

• Track parts' supplier and supplier part number
• Track bar code number for part
• Identify part as stocking, non-stocking, obsolete, core, inactive, miscellaneous, or adjustment
• Maintain part cost, average cost, and list price
• Track part bin location and maintain list of valid bin locations
• Track parts' product lines and maintain a list of valid product lines
• Maintain product class for taxation
• Maintain part ranking
• Assign VMRS System, Assembly, and Component codes
• Maintain part warranty days
• Maintain issue quantity (i.e., default quantity part is sold in)
• Track purchase order, sales, receipt, and cycle count information
• Identify part as exchange, hazardous material, serial stock, and print receiving tag
• Find parts easily (by partial part number or description)
• Enter cross references for parts in inventory
• Enter substitutions for other parts in inventory
• Perform daily cycle counts or a complete physical inventory

• Maintain a list of parts suppliers
• Set default selling price markup by supplier
• Four user-defined fields for miscellaneous supplier information
• Calculate stock purchase orders to multiple suppliers
• Use min/max (order up to method) or EOQ (order quantity method) to calculate stock orders
• Transmit a parts inquiry to a Karmak supplier, receive immediate reply with price and available quantity
• Fax order to any supplier using PC fax programs
• Update current prices from Karmak supplier (single part or all parts), also showing difference in price change
• Convert a parts inquiry to an emergency order
• Enter emergency purchase orders to multiple suppliers
• Associate a line on an emergency purchase order to a customer unit
• Electronically transmit purchase orders to Karmak supplier (via modem or FTP)
  • Order is automatically entered into Karmak user system, reducing errors
• Reprint or resend purchase orders

• Automatically post purchase orders, using acknowledgement received from Karmak supplier
• Manually receive purchase orders from other suppliers with the click of a button
• Process parts to be returned to suppliers
• Automatically add parts flagged as warranty to a supplier return
• Know at any time all returns that have not been credited

• Identify type of unit and maintain list of unit types
• Maintain unit information (year, manufacturer, model, VIN)
• Maintain last meter reading and date, meter type, and meter daily average
• Maintain unit purchased, at dealer, in service, and warranty expiration dates
• Identify VMRS Vocation and Manufacturers' codes
• Maintain license information and expiration
• Maintain inspection information and expiration
• Maintain list of component part number information
• Track warranty periods for each component
• Track preventive maintenance information

• Maintain default list multiplier from cost for all part numbers
• Maintain list multiplier from cost by supplier
• Request price update from a Karmak supplier
• Price customer as markup from cost or multiplier from list
• Flag customer to receive special pricing (pricing available to all customers)
• Load special pricing by part number or product line
• Load special pricing by part number as multiplier from list or unit price
• Load customer pricing (i.e., pricing established by customer) by part number or product line
• Load customer pricing by part number as multiplier from list or unit price
• Request and receive electronic price updates from a Karmak supplier

• Maintain default labor door rate
• Maintain labor door rate by repair type
• Load customer override labor rate or multiplier from door rate
• Override labor rate by repair task

• Invoices and reports printed on bubble jet or laser printer (no preprinted forms required)
• Daily Sales Report
• Sales Analysis by Customer (with or without cost)
• Sales Analysis by Supplier/Part Number
• Technician Productivity
• Technician Profitability
• Service History Per Unit
• Repair Type Analysis
• Parts Transaction
• Purchases by Supplier
• Bill-Only Parts Sold
• Inventory Valuation
• Parts Sold With Zero Quantity-on-Hand
• Inventory Quantity-on-Hand Over Maximum Quantity
• Parts Bar Codes
• Employee/Technician Bar Codes
• Preventive Maintenance Units Due for Service
• Sales Analysis by Department
• Track dollars billed by technician versus dollars paid to technician
• Sales Tax Due
• Many additional reports also available

• Interfaces with QuickBooks 2001 for General Ledger and Accounts Receivable

(QuickBooks 2001 required, must be purchased separately)

• Accounts Receivable update in ProfitMaker flows into QuickBooks (no double entry)
• Accounts Receivable terms set in ProfitMaker (assign terms by customer)
• Sales tax by state, county, city, or any assigned code
• Detailed and summary accounting reports provided for entry into other accounting systems

• Maintain system setup parameters
• Maintain users
• Maintain groups of users
• Set user permissions by group

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www.karmak.com/profitmaker

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