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AGN Online - DMS Attributes & Capabilities

AGN Online - DMS Attributes & Capabilities. Presenters: Vinay Deshpande CEO & Technical Head. AGN SOFTWARE CONSULTANTS. Developers of Online-DMS. PUNE OFFICE 108 - Nyati Emporius,Baner , Pune – 411045 (Maharashtra) INDIA. JAIPUR OFFICE

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AGN Online - DMS Attributes & Capabilities

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  1. AGN Online - DMS Attributes & Capabilities Presenters: Vinay Deshpande CEO & Technical Head

  2. AGN SOFTWARE CONSULTANTS Developers of Online-DMS PUNE OFFICE 108 - NyatiEmporius,Baner, Pune – 411045 (Maharashtra) INDIA JAIPUR OFFICE G-1/68, Neelkanth Colony, Ajmer Road,Jaipur - 302021 (Rajasthan) INDIA AGN Software Consultants – Founded in 1995 • Key Strengths • System design and Consultancy • 100% aware of automobile dealership functionalities • Cloud reporting of corporate officials & Dealer principals for anytime-anywhere reporting • Compass Partner with ARI – Part Smart (Integration of TORQUE-DMS (Harley Davidson) with Part Smart Catalogue)

  3. AGN SOFTWARE CONSULTANTS Some of our few prestigious clients DOMESTIC – INDIAN MARKET OVERSEAS MARKET 40 Locations PAN-INDIA HARLEY DAVIDSON INDIA SARL CIMA MOTORS – ALGERIA HYUNDAI & General Motors (English & French Language interface) 42 Locations 150 Locations PAN-INDIA WINDSHIELD EXPERTS 15 Locations CROCO HOLDINGS - ZIMBABWE FORD, NISSAN, MAZDA, Duly Trucks 2 Locations AUTOSURE – ATS ELGI LIMITED One of a kind CAR DIAGNOSTIC Centre in INDIA NAHWASHARQ Co. Ltd POLARIS, Pitstop, FORD 15 Locations 81 Locations KS GROUP of COMPANIES M&M, TVS, TAFE, FORD, MTBD, M&M - CE 35 Locations CAI INDUSTRIES M&M (Automotive & Tractors), FORD, FIAT • Multi-Currency provision • International standards of Accounting • RFID Scanner to capture car details • Tablet interface – Field activities PLATINUM MOTOCORP LLP MARUTI DEALERS 14 Locations

  4. AGN SOFTWARE CONSULTANTS Solutions which we offer ONLINE DMS CLOUD REPORTING SMARTPHONE & TABLET INTERFACE AUTO-SMS & EMAIL • URL Based • Platform Independent • Graphical Representations • Drill-Down Approach • Management Dashboard • Make your own reports • 100% Real Time • Multi-Location / Company • Automatic Version Update • In-built Accounting • Windows Based DMS • Event Based SMS • Email Invoices & Docs • Field Activities on the GO • Enquiry • Test Drive • Follow-Ups • Marketing Campaigns • Basic Job Card

  5. AGN-DMS Current Capabilities AGN DMS Pre-Sales (Suspect Data & Enquiry) : Follow-Ups : Test Drives : Bookings : Vehicle Sales Appointments : Estimates : Job Cards : Parts Requisition : Pre-Invoice : Invoicing Ordering (System suggest) : PAM Purchase : OTC Sale All Vouchers : Trial Balance : Customer Outstanding : P&L Compare Performance between Locations, Brands, Executives, etc. DASHBOARD Housekeeping : User control access : Defining Key Parameters CRM Post Sale , Post Service Calls : Next Due Service Calls : Customer Concern Capture Live Job Card status on Monitor for Customer Lounge Event driven SMS to customer : Promotion SMS : Birthday wishes, etc URL Based Platform Independent Management reporting for Dealer principals (Single, Multi-location combined reporting with graphical analysis)

  6. DEALERSHIP PERFORMANCE With AGN-DMS, dealerships can enhance their performance manifolds with our industry specific requirements Technician’s proficiency, efficiency & performance(through exact job time tracking) Strong CRM (Maintain Customer relations) Inbuilt Financial Accounts (Makes it a single window solution) Controlled Inventory (Helps reduce dead inventory) Provision for Used Vehicle (Pre-owned vehicles) management MIS reports Dealership working at a glance Per vehicle profitability Targets vs Achievements(Dealership targets, Sales Executives targets) Service Marketing & Service fulfillment

  7. SERVICES • Service Appointments • Repair Estimate • Car reporting (RO) • Requisition (Demand) • Job Sublet - $ • Warranty Claims - $ • Job Billing (Cash/Credit) - $ CRM • Post Sales CRM (Greeting Call, Delivery feedback) • Service (PSF calls, Due service reminders, CCCF) Dealership Workflow A system flow how AGN-DMS connects each and every department of a Dealership OEM DEALERSHIP mfg ACCOUNTS PRE SALES • All Vouchers • Bank Reconciliation • Trial Balance • Balance sheet with P&L • All Statutory reports • Suspect data collection • Lead generation • Multiple Follow-ups • Requisition (Demand) • Test Drive & Demo • Quotation • Sales Contract (Booking) - $ # • Lost Sale Analysis SALES • Purchase (Stock-In) - $# • Invoice (Sale) - $ # • Branch Transfer (In/Out) - $ # • Transaction reversal (Return) - $ # SPARES (PAM) • PO (Suggestive, Manual) • Purchase (Stock-In) - $# • Requisition (Issue) - # • Requisition (Demand) • Branch Transfer (In/Out) - $# • Transaction reversal (Return) - $# • Kit / UOM handling - # • Counter Billing (Cash/Credit) - $# $ Accounts Effect # Stock Effect

  8. FUNCTIONALITY AGN-DMS extensively covers all core dealership functionality through following modules SPARES PARTS (PAM) AUTO-SMS WORKSHOP & SERVICE VEHICLESALES PRE-SALES CLOUD REPORTING CRM FINANCIAL ACCOUNTING PRE-OWNED VEHICLES (Add-on) ADMIN (HOUSE KEEPING)

  9. SALES Stock In (Purchase) Invoicing (Sales Invoice) Inter-Branch transfers Pre-Sales(Lead Management (Suspect), Enquiry Generation, Follow ups, Test Srive, Quotation, Booking, Allotment, Lost Sale) Analytical &MIS reporting Reversal Transaction (Sale/Purchase (Debit/Credit note) Return) Target Vs Achievement (Dealership and Sales Executive) Stock & Other operational reports

  10. Product Identify Activity/Event Management AGN DMS-Process Flow Vehicle Sales Suspect Lead Enquiry Management Start following-up after some time Quotation Check Decision. If finalized ?` No Test Drive / Demo If Follow-up to be stopped permanently ? No Interest No Follow-up Yes Yes Customer PO (Sales Order) Update as Lost Sale Details for further Analysis Money Receipt (Booking) A/c Ledger / Key A/c Sale Agreement Make some planning based on new development and approach again Veh. Purchase PO, Rect. Sufficient Stock available as per requirement ? No Yes Vehicle Allotment Money Receipt (Final) Delivery Note Integrated Modules CRM Sale Invoice Credit Note (Sale Return) Branch Transfer-Out Branches Reversals Debit Note (Purc. Return) Branch Transfer-In Workshop

  11. SALES • Combined Pre-Sales and Sales with Enquiry, Lost Sale, Bookings, Invoice, Stock-Ins, Inter branch transfers • Sales Executive Customer visit tour plan • Sales Executive and dealership sales targets vs achievements • Lost Sale Analysis – Reason wise, Competitor wise, etc. • Used Vehicle Business – Purchase and Sale (separate inventory) for Used Vehicles • Reports are available to be downloaded in Excel. • Reversal transactions – Sales Return and Purchase Return. • Automatic Transfer IN at receiving branch – Reduce manual entry and mistakes made while entering Chassis information. • Automatically links any New Vehicle Customer Outstanding with Chassis, thus helping Workshop team in tracking O/s. • Automatic Posting of invoices and purchases in accounts • Analytics: • Per Vehicle Profitability • Enquiry to Invoice conversion ratio – Enquiry Kill ratio • Enquiry to Invoice ageing • Inventory Turn days • Stock Reports – Chassis (VIN) wise, Model wise, Group wise, Chassis wise Ageing, etc • Dealer Sales & Purchase Plans

  12. Workshop (SERVICE) Service Appointment Repair Estimates Requisition Slips (Parts Issue) (Spare Parts demand under Internal/ Retail (Paid) / Warranty category) RO (PDI and other routine Job Cards) Labor Master Module (Auto Import from Excel/CSV format) Warranty Claims Pre Invoice Technician Time Clock management Alerts of all pre defined Safety Recalls Job Sublet All Routine & operational reports Analytical & MIS reporting

  13. R.O. Generation & Updation (Job Card) Activity/Event Management AGN DMS-Process Flow Workshop (Service) Service Appointment Repair Estimate Vehicle Sale Progress Status Estimate Revision CRM Work Finished ? Labor Code & Technician Parts Requisition (Demand) Open Outside Job Sheet (Sublet) if Required No Yes Job Card Closure W/Claim Billing Type ? Warranty Claim Customer Pre-Invoice Payment Mode ? Cash Credit Collect the Cash Check Approval & Limit Cash Invoice Credit Invoice Financial Accounting Invoice/Gate Pass Printing

  14. Workshop (SERVICE) • Appointments – CRM executive can take prior appointments • Repair Orders (Job Cards) – Single Job Card for Paid, Warranty, Free Labour activities • Technician Time Tracking (Job Time Clock) – Real Time tracking of actual time spent on a vehicle. Calculation of Technician Proficiency and Efficiency. • Requisition Slips – Demand and Issue of Parts against RO • Estimates – Repair Estimates especially in case of accidental cases and major repair work. • Invoicing – Cash / Credit Invoices, Warranty Claims • Automatic Next Due service date calculation • Automatic Posting of invoices in accounts • Analytics • Part Fill Ratio – Service Demands vs Spare parts issues (%) • Total Revenue per Labour / Technician • Technician Proficiency and Efficiency. • Parts Revenue per Labour Hours • Total Labour Hours (Retail, Warranty, Internal) • No. of Jobs not delivered on Same Day. • Promise Time vs Actual Time variance report

  15. SPARES Purchase Ordering (System Suggestive & Manual) Stock-In Purchases (Importable from Excel files & Manual) PAM Master Management (Classification, Pricing, BIN/Location) Special categorization for Parts, Accessory and Merchandise) Automatic Calculation of Min-Max level Inter Branch Transfers Item Transfer & Kit handling Invoicing (Counter Sale & Against Job Card) Reversal Transactions (Sale/ Purchase Return) Requisition settlement (Issue & Return) Stock & Other operation reports Analytical & MIS reporting Inventory Analysis (ABC, DSF)

  16. AGN DMS-Process Flow Spare Parts Sales Order (From Customer) Purchase Order Purchase (MRN) Quotation Apply Latest Inventory control logics Stock Available ? Workshop Module Key A/c Mnmgt. No Yes Requisition (Issue) Sale Invoice (Counter) Delivery Challan (reduce) Purchase Challan (Increase) Physical Stock Take Credit Note (Sale Return) Branch Transfer-Out Branch Handling Reversal Transaction Debit Note (Purc. Return) Branch Transfer-In Financial Accounting

  17. SPARES • Ordering System – Manual and suggestive orders based on consumption trend, back orders, Min-Max stock levels. • Purchase (MRN) – Excel file import facility available • OTC Sale – Cash / Credit Invoices • Multi-Location stock at a glance • ABC / VED categorization of Parts • Reversal transactions – Sales Return and Purchase Return • Physical Stock Take system – Adjustment through Sales and Purchase Challans • Inter branch transfers • Automatic Posting of invoices and purchases in accounts • Analytics • DSF (Dead – Slow - Fast) moving Item List • Stock Statements (based on Dealer / Purchase / Avg. Cost) • Back Order Reports • Ageing Analysis • Tax Registers • Min-Max level variance report

  18. ACCOUNTS Multi-Currency Provision All types of Vouchers (Receipts, Payments, Contra, Journal Voucher, Credit Notes, Debit Notes Automatic and direct account posting from Vehicle Sales, Service, Spare Parts department – Reduction of duplicate work. Drill-Down approach from Trial Balance to direct Voucher level. Provision to generate Trial Balance, accounting ledgers, statutory reports, etc With strong accounting system in-built in AGN-DMS, it becomes easy for management to keep track of their P&L, revenues, expenses, etc. Automatic posting in accounts from vehicle Sales, Service (Workshop) and Spare parts department helps reduce duplication of work and thus maintain less dependency on manual entries. Customer outstanding, liabilities, AR can be easily monitored. Sales, Purchase books, Trial Balance, Cash / Bank books, Bank Reconciliation, User defined Chart of Accounts (COA) are a part of standard AGN-DMS system

  19. AGN Online - DMS GST Compatible DMS – Need of the hour • All reports in the format specified for Upload on GST portal are generated through the DMS

  20. CLOUD REPORTING – Multi-segment trial balance (Sample data)

  21. CLOUD REPORTING – Multi-location trial balance (Sample data)

  22. CRM Customer Concern Handling (CCCF & Top2Box) Post Sales Calls (for Dealership Experience & Vehicle Performance) Service follow-up (Post Service feedback) Greeting Calls (Birthday & Anniversary) Auto Email Next due Service Reminder Customer Interview (feedback) data Auto-SMS CSI & SSI Analysis Our unique Customer Relationship Management (CRM) module helps bring customers closer to dealership. With reminder calls for Post Sales and Post Service, customer feels that the dealership is aware of customer history. Alerts to customers (via e-mail / SMS) on various events like Birthday, Anniversary, next service reminders helps dealership to keep in constant touch with the customer. CRM department can also capture customer concerns and feedback during each CRM call.

  23. AGN-DMS (ADMIN) HOUSE KEEPING KEY PARAMETERS CONTROL • Automatic data backup • Re-posting of linked entries • Order suggest level setting • Enquiry transfer from one sales • consultant to another • Auto re-calculation of PAM • selling price (Tax & revision) • Avg. Km based service reminders • Taxation Structure • Key fields authorization • Decision control parameters USER SECURITY AUDIT TRAILS • User Access Rights • Update, delete history

  24. Benefits of taking AGN-DMS online Automatic Version download on each PC / Laptop – No need to Copy - Paste No local LAN server required, data will be stored on Cloud database server Internet Gateway for sending event based SMS, no hardware required like GSM modem, etc Cloud Reporting – No delay in updating dealer data as everything is stored on cloud Multi location monitoring – Manage multiple dealer locations from ONE location Mobility – A great benefit, now dealers can work simultaneously on premise as well as in the field (Marketing events, etc)

  25. AGN-Online DMS System Architecture • Common server accessible through Internet for All • Real Time data availability • No delay in updation of dealer data • Scalable system having Tablet interface for field activities like Pre-Sales, Test Drives, follow-ups, etc • Data Security – With multiple hourly backups (No need to take backups on local system. • Data Redundancy – Failover clustering Dealer - 3 Dealer - 2 Dealer - 4 So..on Dealer - 1 Transactions gets saved on same server used for reporting (Centralized SQLServer) So On… User-1 User-2 User-4 User-3

  26. DASHBOARD ACTIVITIES CENTRALIZED SQL SERVER Managing resources Data Matrix Graphical Analysis (HO & dealers) Transactions Sales Service Spares Accounting Admin Dealer Master CLOUD REPORTING Anytime, anywhere Benefits of AGN Online-DMS

  27. Benefits to Dealers Cost saving - No local LAN server (hardware and licensing) cost No hardware for SMS - API based Auto-SMS Only Client PC and internet connectivity required Ease of monitoring – For dealers with separate Showroom & Workshop, branches Automatic inter-branch transfers – Dealers with multiple locations Chassis / VIN information sharable among dealership locations having separate SHW & WKS Centralized Service history PAM stock availability among dealership locations

  28. Thank you

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