WinCar service program

SERVICE PROGRAM:

The service program includes the administration of activities carried out in the service center, the management of work orders, and the preparation of repair quotations.

Includes

• job intake
• labor time standardization
• issuing materials
• closing work orders.
• preparing repair quotations

When vehicles arriving at the service center are taken in, the vehicle and owner data are recorded

• license plate number
• chassis number
• engine number
• model, type, color
• next inspection date, green card validity
• owner's name, address, telephone number, payment method
• odometer reading
• labor rate
• reported fault or requested service

If the vehicle is already known to the system, it can be searched by license plate number or chassis number, or by name. At job intake, the data required by the KPM must be entered. The hours worked and materials used can be recorded on the work order. WinCar distinguishes several types of work orders:

• normal work order
• warranty work order
• insurance
• internal work order (overhead)
• etc.

Internal and warranty work orders are prepared at purchase price. It is possible to use several different labor rates even within a single work order. With regard to the operation times entered on work orders, it records the working hours assigned to mechanics, as well as the amounts generated by them, which can serve as a basis for determining wages. Subcontracted services can be distinguished from other items on the work order, so on the outgoing invoice the system marks them with an asterisk and indicates that the marked items contain subcontracted services.

The system prepares a warranty certificate to accompany the invoices – in accordance with the government decree.

Lists, statements, reports:

• Materials used
• Work operations performed
• Total service intake (vehicles arriving at the service center)
• Invoiced work orders
• Closed work orders
• Active work orders
• Work and times performed by a given mechanic
• Consolidated list of operation times performed by service center employees
• Vehicle list
• Vehicle list by green card validity (+ circular letter option)
• Etc

PARTS INVENTORY MANAGEMENT MODULE

The WinService service program contains a comprehensive warehouse inventory management program, which includes:

• material procurement
• issuing materials to work orders
• direct sale of parts
• management of outgoing and incoming orders
• quotation preparation

The system prepares delivery notes and invoices. For parts, it calculates the selling price based on the current purchase price using the specified margin.

Barcode technology can also be used to facilitate warehouse work.

The software assigns recorded products and parts to groups (grouping by supplier is recommended), so that various discounts and ordering data can later be easily parameterized

A higher-level discount than the group-level discount in the system is the document-level discount, i.e., for example, Tóth és Társa Ltd. can receive a 5% discount on every item on the given work order. A still higher level in the WinCar service program is the item-level discount, when a discount is given on only one or two items, one or two parts. The system manages complete orders. The ordering function includes customer orders (incoming orders) with the preparation of advance invoices, and orders prepared for suppliers (outgoing orders). The service program recognizes the concepts of daily orders and stock replenishment orders, for which it calculates the order proposal taking into account the configured minimum and maximum stock levels.

Some typical lists:

• List of parts used for a time interval
• List of materials installed for a time interval
• List of parts sold for a time interval
• Inventory list by shelf, by group.
• Parts received (also by supplier) for a time interval
• Procurement summary for a time interval
• Etc..

CUSTOMER REGISTRATION MODULE:

The WinCar service program keeps records of all customer data of those who have come into contact with the company either as suppliers, buyers, or prospective customers.

The system records the following about partners:

• name, address, bank account number
• 2 telephone numbers, fax number
• e-mail address
• tax number
• separate billing and mailing address
• names of company managers and administrators, their mobile numbers
• payment method, due date
• discounts
  • material and labor discounts
  • warehouse group discounts
• date of establishment, company registration number
• partner type
  • normal customer
  • service partner
  • new car buyer
  • fleet customer
  • supplier
  • prospective customer
  • etc
• general notes

It stores the following about vehicles

• type, model
• license plate number, chassis number, engine number
• color
• engine displacement, power, weight data
• odometer reading
• model year, technical inspection and green card validity, registration certificate number
• registration
• etc.

Partner data can be maintained, and various listing and other options help with high-level marketing activities. It is possible to prepare envelopes or print labels, as well as create mail merges using Office.

Notification letters can be prepared from the database of registered vehicles regarding expiring technical inspections and green card validity

INVOICING, CASH REGISTER

As an important part of the warehouse, service, and vehicle sales processes, the WinCar service program also performs invoicing.

• advance invoice for parts orders
• parts sales invoices
• service invoices
• free-text invoice (with its help, an invoice of any content can be issued. E.g. rental car invoicing, invoicing commissions, etc)

Invoices can be issued in forints and foreign currencies, with the community tax number indicated!

The system is also capable of using several tax rates simultaneously. The system supports "cancellation", "corrective" and "credit" invoices, and prepares them in accordance with the relevant legislation.

Invoices show the net, VAT, and gross amounts per item, and the number of copies is also indicated. Copies can be made.

The WinCar service program also records settlements, and the current outstanding receivables can always be retrieved. In addition to cash settlements, other cash register items can also be recorded, from which it prepares the cash register report for the requested period.

Automatic preparation of the PTGSZLAH form with complete data content!

Lists, statements, reports:

• Simplified invoice summary (bank transfer, cash, other)
• Invoice summary by tax type (bank transfer, cash, other)
• List of unpaid invoices
• Invoice summary filtered by customer
• Etc.