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Simply Genius Software Improvements Currently Under Development

Last Updated 02/26/2008

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Simply Genius Must Do List          (AG) Auto Genius does this

 

bulletA+. When you search for a customer, and there is already an estimate started for that customer, if should be highlighted like in AG to stop creating a second invoice.(AG)(02-19-08)
bulletA+. Need to add Employee advance check that feeds to payroll like (AG) (02-26-08)
bulletA+. Inventory ledger by store that is accurate and includes opening balances.

 

bulletA. Need to be able to post an A/R account that has offsetting debit/credits that equal zero, presently it will no apply when it equals zero(AG)
bulletA. On estimates with a deposit previously taken, that estimate when cashed out should only ask for the remaining amount due excluding the deposit on file like in (AG)
bulletA. Need to be able to save A/P work file when reconciling a statement, similar to the way the checkbook saves it so you can leave and come back without loosing your work.
bulletA. There is no way to add FET while receiving a tire today, needs to be like in AG so you can add as receiving and it back feed to the product file(AG)
bulletA. The FET is currently not being considered GP%/$ when it is billed out on an invoice, if you billed a tire out at cost that had a $25.00 FET, the GP would show -$25 GP loss, FET should be 100% and added to the total GP as it does in(AG).
bulletA. When the pay method of an invoice is A/R, it needs to show the name of the account charged, like when we charge to Michelin NA, or BSFS National account(AG)

1.      A. SG will allow charging to any customer whether they are set up as charge or not.

2.      A. SG allows charging to any AR account regardless if over credit limit or past due.

3.      A. Payroll check stubs do not list annual gross income(AG).

4.      A. Inventory shown on estimate but not.

5.      A. Daily Gross Profit percentages (%) on in stock and OP purchases not listed in any report (AG). (02-26-08)

6.      A. Cannot see customers notes unless you specifically pull them up-were always seen in customer info screen (AG). We changed the Notes button to read VIEW NOTES when there are notes in file, many requests made to hide these notes on initial customer screen. (02-26-08) also see 34a

7.      A. Cannot merge vehicles within the same customer, only if in a different customer.

8.      A. End of Day paper work should be able to give us Tire, Alignments, Etc., The ranking report, spiff, and commission reports do not print as part of the EOD as in (AG).

9.      A. Ability to display inventory from lowest to highest retail price, then followed by what AMPAC has on hand.

10.  A. Payroll report by Employee, presently have to print all, need for Workers comp reporting. Withholding report by/and/or employee/date range

11.  A. Ability to apply a total amount to and A/R account, apply to oldest as in (AG).

12.  A. Options List like (AG) should be by special permission only. This was made known to be a big issue by everyone!

13.  A. Restrict ability to change info on charge accounts, allow by permission only, do allow access to common things like name, address, and phone numbers, restrict credit Limit, terms, etc.

14.  A. System should not allow the same estimate to be opened on two different screens at the same time.

15.  A. Need ability to edit terms, add FET, and change retail pricing while receiving product same as in (AG)

16.  A. Reporting was a big topic and many needs were addressed. The decision was made to focus on the following reports first and then create another list at the next user meeting. 1. Need Sales report that can be ran either YTD to YTD, or by Period to Period. 2. Need Financial report that could be ran either by YTD to YTD, or Period to Period. 3. Need payroll reports that can be ran YTD to YTD, or Period to Period. On Multi location dealers, they need the same by location, All stores, or range of stores.

 

17.  A. Remove Shaded lines on new reports, as it can not be faxed, willing to try a much lighter shade of grey, but must be able to fax any report. Maybe a check box that kills the grey shade only when you want to? As an Option

18.  A. When you search history by invoice number to reprint, it does not sort with the requested invoice number on top, so you reprint the wrong invoice.

 

19.  A. Payroll worksheet-exclude SS# and salary numbers.

 

20.  A. On store to store transfers, the receiving store must received a printed confirmation so they know someone billed them products.

 

21.  A. SUM ALL TIRE QTY TO DETERMINE # OF SERIAL NUMBERS TO SHOW

 

22.  A. TECH SHEET IS NOT PRINTING ALL THE DETAIL

 

23.  A. DELETED ITEMS ARE STILL BE INCLUDED IN CONVERTED TICKETS.

 

24.  A. printing plain paper loses focus on the invoice so that the keyboard CAN'T BE USED (02-19-08)

 

25.  A. Adding new vehicle doesn't carry forward mileage

 

26.  A. Options - tech sheet print and save, plain paper print and save (02-19-08)

 

27.  A. Options to force use last mileage (02-19-08

 

28.  A. PAYMENT METHODS WHEN USING ACCOUNT NUMBER WANT SEARCH BY DESCRIPTION

 

29.  A. APPLYING A/R PAYMENT BACK TO BACK NOT RESETING AMOUNT SO DEFAULTS TO PAYMENT AMOUNT.

 

30.  A. MOVING VALUE OF A/R OWING TO ANOTHER CUSTOMER.

 

Mm A.  A/P DETAIL APPLYING PAYMENTS WHEN CORRECTING WITH ZERO OUT OR WITH 0 THEN REMAINING DIGITS  MAY REMAIN.

 

Nn A. OPEN ITEM REPORT NOT PRINTING BY SORT INVOICE NUMBER

 

Oo A. OPTIONS TO GREY OUT REPORTS.

 

Pp A. EMAIL- SMTP OPTIONS.

 

Qq A. A/P ITEM SAVED PENDING PAYMENT (PAYMENT PROCESS)

 

Rr A. CHARGE CUSTOMER - WITHOUT CREDIT LIMIT, OVER LIMIT AND LATE

Ss A. Change accept Check to don't accept check and make it not allow checks. (02-26-08)

 

Uu A.Password button-

 

Vv A. Other checks received when doing process books

 

Ww A. Process books have a snap shot then unlock option.

 

Xx A. WRIGHTING CHECKS WHEN SELECTING CHECKBOOK ACCOUNT STAY ON THAT SAME CHECK ACCOUNT FIRST

SELECTED AND THEN STAY IN THE CHECK WRITING UNTIL EXITING OUT.

 

Yy A.STARTING INVOICE WRITTEN SHOULD DEFAULT OF SOLD BY UNTIL CHANGED.

 

ZZ A. Ability to change sales and tech number on closed invoices.

Access to serial numbers on converted tickets

 

These items added from 02-12-08 meeting

 

1a A. ytd payroll date on the bottom stub on check

 

2a A. credit in a/p or unique number

 

3a. A. restocking or receiving items defaulting adding a/p manually block zero and don't default to zero

 

4a A. change to alpha-numeric for invoice number

 

5a A. SHOW SUMMARY deposits ON THE BOTTOM

 

6a A. TENDERED SCREEN SHOULD SUBTRACT DEPOSITS

 

7a A. COMMITTED ITEMS NEED TO SHOW WHAT ESTIMATES THAT THEY ARE ON.

 

8a A. PRICE IS NOT INCLUDING NEW MARK UP ON THE PART SEARCH GRID VS THE PRICE BELOW

 

9a A. (FORMULAS SPINNING MARK UPS NOT UPATING STORE SPECIFIC PRICE A FIELD)

 

10a A. Inserting a line

 

11a A. KEYBOARD STEERING ACTIVE ESTIMATES

CHECKBOOK RECONCILIATION KEYBOARD STEERING KEYBOARD STEERING SLOW IT DOWN.

 

12a A. Roll up g/l into root account on financial statements.

 

13a A. Employee vacation wage and holiday wage amount sick wage amount

 

14a A. Additional employee notes not a memo (only holds 1 line)

 

15a A. Uniform deduction not showing up check stub, make it read Uniform/Laundry.

 

16a A. Open ticket -not marked red (02-26-08)

 

17a A. On labor items grouping is code is currently same as product code so exclusions set for

 

18a A. A product code in parts is affect product codes in labor.

 

19a A. CUSTOMER LOOK UP ADD WAY SO WHEN MULTIPLE LASTNAME TO SCROLL TO FIRSTNAME FIRST

 

20a A. options menu add invoicing tech don't default to last tech

 

21a A. blank line should go to extended detail before searching next item

 

22a A. Push only their store only by sort in order of cheapest to expensive

sort by what stores first, then all stores, then AMPAC in order of least expensive

 

23a A. Min/max replacement cost should be populated as option on purchased on

 

24a A. Restocking item option to change terms, not adding FET, can not change retail price

 

25a A. Not printing receiver on transfer at receiving store

 

26a A.Under customer detail button to show n/s items that went bad

 

27a A. Ranking report not picking up that all are selected afer running one store

 

28a A. Parts totals on the ranking report is wrong percentage

 

29a A. A/R aging report on managers menu

 

30a A. core return button for RP’s and Cores, or expense A/P entries

 

31a A. FET NEEDS TO BE ADDED TO INVOCIE GROSS PROFIT CALCULATION

 

32a A.WHEN A/R CHARGED IS DIFFERENT THEN PRINT NAME

 

33a A. STORT NON-STOCK AND INVENTORY ITEMS PROFIT PERCENTAGE ON PROCESS BOOKS

 

34a A. VIEW NOTES MAKE A DIFFERENT COLOR when notes are present (02-26-08)

 

35a A. WITHHOLDING REPORT BY PERIOD AND/OR BY EMPLOYEE

 

36a A. freedom plan information --- mileage and months

months mileage warranty in the inventory file

12000 ASSUME THE"K: AND 12 MONTHS AS DEFAULT

 

bulletB. Need Spiff report(AG)

 

bulletB. In checkbook posting, have Visa/M/C, ATM stack on top of each other(AG)

 

bulletB. Need to be able to print vehicle history like in AG, presently no way to print with estimate, or as a report for a customer(AG)

 

bulletB. Need to make Ranking daily/MTD, and Employee ranking report to be part of the EOD reports that print daily as part of the EOD(AG)
bulletB. Need to be able to add a core or RP items while in an estimate adding an OP item, that way you could do it all at one time, plus the ability to add an expense code at that time.

 

bulletB. Need a way to get back to OP items to change info without deleting the item or re-entering it.

 

bulletB. When entering A/P it should remember GL code, not on front screen when on the entry screen.

 

bulletB. Need ability to permanently delete file like in (AG)

 

bulletB. Need a way to better ID a waiting customer.

 

bulletB. When writing a check, need the ability to use Letters and/or numbers as the check number

 

  1. C. Need Best Worst report by Product code as in (AG)

 

  1. C. During the EOD process, everyone misses the ability to edit cost before closing the EOD; in (AG) you hit the F2 key.

 

  1. C. Need ability to search open estimate by sales person only, that way a sales person could keep better track of his estimates only.

 

  1. C. Other companies offer a service which you can search via the internet for customer by phone number, cell number, then pull that info into SG as a new customer, Rob to research.

 

  1. C. Need to add a Mileage and Months warranty box that can be completed when entering the DOT’s, then add that to print on the Freedom Plan form.

 

  1. C. Need easy Ad Tracking ID button, when writing an estimate you could hit a pull down menu to select how the customer decided to buy that day, Like Referral, yellow Pages, Newspaper Ad, Friend, Internet, etc. These choices should be used defined and a report is able to measure sales and Gross Profit results.

 

  1. C. Design a Tire Registration only form that can be used just to print the Tire Registration card when there is no Freedom Plan sold.

 

  1. C. Add entry and print box to the Freedom Plan warranty so the Plan number can be entered/printed.

 

bulletC. Need to print list of labor codes as AG does(AG)

 

bulletC. Need Employee ranking Report as in (AG)

 

bulletC. Can’t use the Time In Shop or Promise Time on Active estimate(AG)

 

bulletC. We need a Customer Information Form like in (AG)

 

 

31.  C. Acivant with VIN assigned with still ask you for the Motor size.

 

  1. C. Add a second code to labor file that could allow Alignments to pick up on Royals ranking report.

 

  1. C. Create a way for the dealer to add up to three additional quick links to the internet, like Carquest, O’reily’s, etc.
  2. C. Service Pricing needs to be laid out by category like the Goodyear Price list, that way both reports could total and sub-total by service group.

 

Work Already Completed

bulletFix Ranking report when ran through Accounting
bulletChange Maker
bulletRanking Report to count Alignments at Royal, they use numeric part numbers See K. below
bulletWhen pay method Other CC is used, EOD is off by that amount
bulletWhen you add a technician number to a labor line on an estimate, is adds his hourly pay rate as a cost and reduces the gross profit by that amount
bulletIf you have a PO started, and delete a line item of that order, it remains as on order not allowing you to reorder that item again
bulletOn the Active estimate screen, we need a way to define search, by name, vehicle, or tag number, phone number, etc

32.  Last mileage of service is not kept in SG, always shows 0.(AG) 02-06-08

33.  Mileage listings of same vehicle with same tag in customer file with different mileage.

34.  A lot of customers without any first names

35.  Vehicles not in correct customer files, i.e. Goodyear

The following Items were added from Gipson Tire at the 11-14-07 meeting.

 

36.  Customer info reverted to original info-not consistent with info that was current in AG.

37.  Monthly and annual sales not listed separately on both stores-only combined totals

38.  When printing any report or transfer documents the default printers not always correct-sometimes it shows same printer (HP940) several times or defaults to laser printer at the other store.

39.  When looking at an invoice in customer history there is no ability to scroll through the invoice, only choice is to reprint if more items than are on the screen exist.

40.  Something has to be done about Inventory on estimate changing and not being correct.

41.  We need common Service codes for SG. Suggested use Goodyear Service price code number. See c. below

 

These items were brought for discussion by Scott Robertson, Royal Tire Pros

 

  1. Cash paid outs show up in A/P
  2. Inventory of discontinued items comes up first.

42.  Lost phone numbers in all customers.

43.  SG adds 2 cents shop supplies to all tire tickets over quote in SG after written and then saved and reopened.

44.  Inventory additions to stocking parts like oil filters, hose clamps, 930 Oil Filters?

  1. Ability to enter, record and print Tire registrations when there is no Freedom plan involved. See w. below
  2. Pay method on National Account, Cursor should default to that box.
  3. Ability to merge multiple vehicles, presently it is all or one.
  4. Can’t find 215/60R16 General Altimax (1548444) and others.
  5. Easier way to move vehicle, i.e. 22A16J to Paul Pearce

The following Items came from open discussion at the meeting.

 

  1. Clean up the Monitor screen on the server screen to only show who is connected at that time.
  2. Need Year make and model to display on active estimate screen.
  3. System should ID when a customer already has an estimate started to prevent duplicates
  4. Change Enter to Print to Print and Save when writing a check.

Tt grimes override remit address a/r 2429 Lamar Memphis 38114

GRIMES ACCESSING 2008

TRAX TIRE

Updated February 26, 2008

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 Listed items above are not to be considered a contractual commitment to be done. 
PCA reserves the right to modify, remove, and add to the above list at anytime.

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