FREE Training Classes
Classes start at 1PM EST | Link available in the EverLogic Knowledge Base
September 2022
29 | 30 | 31 | 1 | 2 |
No Classes | No Classes | No Classes | No Classes | No Classes |
5 | 6 | 7 | 8 | 9 |
Labor Day - No Classes | CRM Input Customers Input Co-Customers and association Follow ups | Inventory Management Input Vehicles Post to QuickBooks: Units, Bills & Credits, Curtailments and Interest Payments | Sales Process Desking deals, Desktop and Mobile platform F&I process | Profit Accounting Washing Deals Adding Trades to Inventory Posting Deals to QuickBooks |
12 | 13 | 14 | 15 | 16 |
Parts Inputting Parts Purchasing and Receiving Post PO to QuickBooks Cycle Count | Point of Sale Selling Parts Special Order Parts Returns | Service Repair Orders Labor Codes Parts Kits | Technician Tech Scheduler Mobile Tech App Tech Reports | Profit Accounting Washing Deals Adding Trades to Inventory Posting Deals to QuickBooks |
19 | 20 | 21 | 22 | 23 |
Beginner Basics Home Tab Learning Center Calendar | CRM Input Customers Input Co-Customers and association Follow ups | Inventory Management Input Vehicles Post to QuickBooks: Units, Bills & Credits, Curtailments and Interest Payments | Sales Process Desking deals, Desktop and Mobile platform F&I process | Profit Accounting Washing Deals Adding Trades to Inventory Posting Deals to QuickBooks |
26 | 27 | 28 | 29 | 30 |
Parts Inputting Parts Purchasing and Receiving Post PO to QuickBooks Cycle Count | Point of Sale Selling Parts Special Order Parts Returns | Service Repair Orders Labor Codes Parts Kits | Technician Tech Scheduler Mobile Tech App Tech Reports | End Of Day Starting and searching EOD Process EOD Post EOD to QuickBooks |
Below you will find the various training classes offered by EverLogic for the Dealership Management System. Included with each class title is a brief description and bullet points of information covered during the session.
Introduction to EverLogic Dealer Software
Audience: All
This class shows users how to get around in EverLogic and how to use the basic functions and tools that are available. This is a foundational course and should be taken by all software end-users.
Learning objectives:
- Managing your profile and sending email
- Use the calendar
- Upload documents and pictures
- Import lists
- Create memorized lists/reports
- Setting up your dashboard
- Tips & Tricks to save time
Customer Relationship Management
Audience: All
This class shows you how to make the most of Customer Relationship Management and Marketing tools in EverLogic.
Learning objectives:
- Enter a new prospect/customer
- Log calls, notes and emails
- Find a prospect/customer in the database
- Starting transactions from the customer record
- Reviewing credit limits and alerts
- Associating customers with one another
- Merge customers (duplicated customer records)
- Use the follow-up system, manage salespeople productivity
- Produce marketing lists based on past sales
- Re-assign customers to another salesperson
- How to get web leads into EverLogic
Unit Inventory Management
Audience: Sales, Finance and Accounting
This class shows you how to manage unit inventory.
Learning objectives:
- Enter a unit or PO into the system
- Discuss status and how to use it
- Using floor plan and paying curtailments and interest
- Entering tag and title information
- Setting up custom pricing using formulas
- Uploading pictures
- Adding features and options and descriptions
- Searching for units
- Using quick lists
Sales, F&I and Profit Accounting
Audience: Sales, Finance and Accounting
This class shows you how to make more sales, sales quotes and invoices and other paperwork.
Learning objectives:
- Building a sales quote
- Handling trades
- Working with statuses
- Using the sales board to generate more sales
- Closing a sale and printing paperwork
- Post sale activities (Profit Accounting)
Parts & Cycle Count
Audience: Fixed Operations and Accounting
This class shows you how to enter parts into inventory and how to perform a periodic inventory of your parts.
Learning objectives:
- Entering parts into inventory
- Using part catalogs
- Using the Cycle Count function
Purchasing/Receiving Parts & Point-Of-Sale
Audience: Fixed Operations and Accounting
This class shows you how to order and receive parts into inventory and how to operate your parts department using EverLogic dealership software.
Learning objectives:
- Ordering and receiving parts
- Selling parts at the point-of-sale
- Refunding a customer
- Processing partial refunds
- Creating a PO from an invoice
Service & Tech Scheduler
Audience: Fixed Operations and Accounting
This class shows you how to operate your service department using EverLogic.
Learning objectives:
- Creating repair orders and finalizing invoices
- Using statuses to manage work in progress
- Adding parts and ordering parts for repairs
- Options for assigning jobs to a technician, RO v Tech Scheduler
- Starting and stopping time on a job
- Jobs that take multiple days to complete
- Using problem, cause, solution and status
- Assigning multiple techs to a job and how to complete work
- Reviewing technician time-keeping reports
EverLogic to QuickBooks
Audience: Accounting
This class shows you how to setup/modify the mapping of financial data from EverLogic dealership software and QuickBooks. Additionally you will learn how to send financial data related inventory and sales transactions and process transactions using end-of-day (EOD) procedures.
Learning objectives:
- Overview of EverLogic to QuickBooks link
- Default mapping v. custom mapping
- Setting map codes in EverLogic
- Posting unit inventory, sales, bills & credits and part purchases
- Detailed explanation of the EOD form
- Using the drawer counting tools
- Comparing physical payments taken to what is in the system
- Reading an EOD report
- Troubleshooting an out-of-balance EOD
- Correcting EOD errors using the Un-Post feature
Below you will find the various training classes offered by EverLogic for the Dealership Management System. Included with each class title is a brief description and bullet points of information covered during the session.
Introduction to EverLogic Dealer Software
Audience: All
This class shows users how to get around in EverLogic and how to use the basic functions and tools that are available. This is a foundational course and should be taken by all software end-users.
Learning objectives:
- Managing your profile and sending email
- Use the calendar
- Upload documents and pictures
- Import lists
- Create memorized lists/reports
- Setting up your dashboard
- Tips & Tricks to save time
Customer Relationship Management
Audience: All
This class shows you how to make the most of Customer Relationship Management and Marketing tools in EverLogic.
Learning objectives:
- Enter a new prospect/customer
- Log calls, notes and emails
- Find a prospect/customer in the database
- Starting transactions from the customer record
- Reviewing credit limits and alerts
- Associating customers with one another
- Merge customers (duplicated customer records)
- Use the follow-up system, manage salespeople productivity
- Produce marketing lists based on past sales
- Re-assign customers to another salesperson
- How to get web leads into EverLogic
Unit Inventory Management
Audience: Sales, Finance and Accounting
This class shows you how to manage unit inventory.
Learning objectives:
- Enter a unit or PO into the system
- Discuss status and how to use it
- Using floor plan and paying curtailments and interest
- Entering tag and title information
- Setting up custom pricing using formulas
- Uploading pictures
- Adding features and options and descriptions
- Searching for units
- Using quick lists
Sales, F&I and Profit Accounting
Audience: Sales, Finance and Accounting
This class shows you how to make more sales, sales quotes and invoices and other paperwork.
Learning objectives:
- Building a sales quote
- Handling trades
- Working with statuses
- Using the sales board to generate more sales
- Closing a sale and printing paperwork
- Post sale activities (Profit Accounting)
Parts & Cycle Count
Audience: Fixed Operations and Accounting
This class shows you how to enter parts into inventory and how to perform a periodic inventory of your parts.
Learning objectives:
- Entering parts into inventory
- Using part catalogs
- Using the Cycle Count function
Purchasing/Receiving Parts & Point-Of-Sale
Audience: Fixed Operations and Accounting
This class shows you how to order and receive parts into inventory and how to operate your parts department using EverLogic dealership software.
Learning objectives:
- Ordering and receiving parts
- Selling parts at the point-of-sale
- Refunding a customer
- Processing partial refunds
- Creating a PO from an invoice
Service & Tech Scheduler
Audience: Fixed Operations and Accounting
This class shows you how to operate your service department using EverLogic.
Learning objectives:
- Creating repair orders and finalizing invoices
- Using statuses to manage work in progress
- Adding parts and ordering parts for repairs
- Options for assigning jobs to a technician, RO v Tech Scheduler
- Starting and stopping time on a job
- Jobs that take multiple days to complete
- Using problem, cause, solution and status
- Assigning multiple techs to a job and how to complete work
- Reviewing technician time-keeping reports
EverLogic to QuickBooks
Audience: Accounting
This class shows you how to setup/modify the mapping of financial data from EverLogic dealership software and QuickBooks. Additionally you will learn how to send financial data related inventory and sales transactions and process transactions using end-of-day (EOD) procedures.
Learning objectives:
- Overview of EverLogic to QuickBooks link
- Default mapping v. custom mapping
- Setting map codes in EverLogic
- Posting unit inventory, sales, bills & credits and part purchases
- Detailed explanation of the EOD form
- Using the drawer counting tools
- Comparing physical payments taken to what is in the system
- Reading an EOD report
- Troubleshooting an out-of-balance EOD
- Correcting EOD errors using the Un-Post feature