Management Central Quick Links

The Management Central Quick Links screen can be accessed from any IntelliDealer screen by clicking on the Management Central tab.

The Management Central Quick Links screen allows you access to CRM (Customer Relationship Management), Financial, Parts, Service, Equipment and Utilities functions within IntelliDealer.

Clicking on the appropriate link will allow you to drill further down into the IntelliDealer system.

CRM:

  • This option allows the user to add, change or display customer information.

  • Maintain information on both current and potential customers.

  • Accumulate three different types of information for each customer sales data and customer account, salesperson calls and contact listing and equipment ownership details.

  • Manage customer call information.

  • Allows you to produce various customer related reports.

  • Allows you to view customer profitability.

Financial:

  • A Customer Profile option that allows you to access key information about the customers you do business with. You can maintain customer information including profiles, shipping information, contacts, A/R Agencies, and rental information.

  • A Cash Receipts option which allows you to post payments received from your customers, and an online Credit Limit Analysis. You can also view historical posting and billing information.

  • The ability to create and display on screen customer reports.

  • A Vendor Profile that allows you to access key information about the vendors you do business with. You can maintain vendor information including profiles, contacts, payment terms and distribution information, as well as view a breakdown of Fiscal and Calendar purchases.

  • The ability to view outstanding accounts payable information and key invoices received from your suppliers from a single screen entry point as well as the ability to view historical information that will assist you in tracking the flow of invoices through the system.

  • Other features, such as the ability to make adjustments and print quick checks as well as record checks that have cleared your bank.

  • View a branch location's area sales.

Parts:

  • Allows the user to add, change or display your parts information.

  • Search for and view parts analysis by branch location.

  • Allows you to view parts lost sales.

  • Produce various reports and runs.

Service:

  • Edit, close, add or view open work orders.

  • Manage service agreements.

  • Manage age work in progress.

Equipment:

  • Used to add, change or display the details of any equipment unit.

  • Allows you to produce various equipment reports.

  • Allows you to keep tract of equipment unit sales throughout multiple branches.

  • Allows you to produce various rental reports and billing runs.

  • View equipment fleet units that are available for rent, units that are scheduled to go out on rent, units that are in your shop, and those units with overdue status.

Utilities:

  • View, edit, copy and create new queries.