Upcoming Reynolds Training Opportunities

Learn how to use ERA-IGNITE features to increase the cohesiveness between different departments in the dealership, use the oversight and reporting features of ERA-IGNITE to improve security, profitability, accuracy, and compliance, and improve your dealership’s bottom line by handling and even reducing accounting exceptions.

Controllers and office managers can learn to use ERA-IGNITE Accounting, Retail Management Intelligence, and various Accounting Specifications.

Please note this is a 3-day course, including breakfast and lunch each day.

Learn how to prepare for and close the accounting month by backing up reports, posting transaction by cutoff date, and reviewing schedules. Also learn how to complete the bank reconciliation process by cancelling and clearing cheques and deposits. Learn how to set up and post standard and recurring entries.

Learn how to set up and use specific shortcuts such as Accounting hot keys and defaulting journal screens to posting mode. Learn how to set up links to common tasks, searches, and reports, as well as how to save report criteria using variable dates and quickly find information on a schedule.

Learn how to create custom fields within data sets and use them on a custom report, combine data from multiple stores, export your dynamic reports, and secure access to both dynamic reports and data sets.

Learn how to maintain user security efficiently with user groups, create and modify user groups, create User IDs and add them to a user group, modify a User ID by modifying the user group, and assign user-specific permissions.

Learn how to track security permissions, maintain security in a multiple-store setting, maintain User IDs and user groups in multiple stores on the same server, compare security access, and request security reports.

Learn how to use FOCUS to streamline your internet/BDC department. In this course, learn how to create work schedules, review and respond to leads, use Available Salespeople to schedule appointments, use Prospect Distribution Rules, and report on lead conversion.

Learn what tools are available for maintaining your printers and print jobs, as well as maintaining your data through backup procedures. In this session, learn how to add printer assignments, modify print jobs, complete some pre-backup procedures, modify scheduled jobs, and backup history logs.

Discover the latest updates to the ERA-IGNITE F&I/Desking application. Learn all about changes that minimize the number of Form Prompts you have to enter, such as new fields, an updated Warranty screen, and the new Third Parties screen.

Learn how to handle incoming software updates, use additional administrative tools available through the Computer Assisted Instruction Administration and System Administrator applications, and communicate using ERA-IGNITE.

Learn how to manage FOCUS security using Visibility Groups, Roles, User Profiles, and Batch Edits. 

Learn how to work with advanced FOCUS security such as client reassignments, user inactivations, reactivations, and security reports.

Learn how to utilize the recently updated Enterprise Security Management screen to maintain security access for your User IDs and User Groups. Learn how to grant access to different areas of ERA-IGNITE as well as how to add a User ID to a User Group within Enterprise Security Management. 

Learn how service advisors and greeters can confidently welcome customers, perform a walk-around inspection, and create a repair order all at the same time, using Service Touch. 

Learn how to use the Dispatching screen to put jobs on hold, log when technicians start and finish work, and add new jobs to the Pending Services screen or directly to the repair order. Also learn more advanced tasks like how to map jobs with Service Price Guides and send parts requests.

Learn how to use the Pending Services screen to send estimates to the parts department or service advisor, combine and approve diagnostic lines, approve sold items, and mark declined items as recommended not done. Also learn how to use the My Procedures navigation folder, see estimate information, set service flags, and update promise times.

Learn how to run and analyze the Upsell Analysis, Upsell from Declined Services, and Advanced Service Cycle Times reports. Also learn how to set up report card notifications, service flag specifications, and pending services specifications.

Learn how to create and modify service appointments and repair orders for new and existing customers. Also learn how to schedule appointments, display service history, and add recommended services.

Learn how to flag and invoice a repair order, create sublets, transfer parts. Also learn how to enter additional charges, discounts, and shop supplies.

Learn how to retrieve warranty information directly from the manufacturers’ Labour Time Guides, enter it onto a repair order for warranty claim submission, and create warranty claims and invoices.

Learn how to utilize features of the Reynolds Integrated Telephone System, use communication tools available within the RDA, handle customer calls, and customize the RDA to better meet your needs.

Learn how to use the Reservation Manager to track shop activity and handle special issues like internal repair orders, comebacks, we owes, journal prefix overrides, service contracts, and inquires on special order parts.

Learn to create Service Price Guide estimates in both stand-alone and integrated modes, map Service Price Guide and ERA^® operation codes, view Service Price Guide operation details, add notes and part numbers, and combine Service Price Guide operations.

Learn how to make the most of your suggested stock order process to manage your daily orders. Learn how to run inventory reports and go through the steps of creating, adjusting, reviewing, and receipting your suggested stock orders.

Learn how to inquire on journal, general ledger, and schedule detail. Also learn about correcting posting entries in the journal and general ledger using journal entry screens. Create Accounting Adjustments entries to make other corrections to your general ledger.

Learn how to add, modify, and delete vehicle records, run inquiries to find vehicles matching specific criteria, and utilise various management tools.

Learn about reports available through the Vehicle Management System, as well as tools in Retail Management Intelligence such as Dashboard modules.

Learn how to add vendor invoices to your Accounts Payable schedule in General Purchases, write cheques and issue Electronic Fund Transfers payments made to vendors, and reverse and void cheques and EFTs.

Learn how to apply payments by cutoff date, vendor, and invoice. Adjust payments made to vendors or invoices and place payments on hold. Learn how to print Accounts Payable cheques, issue Electronic Fund Transfers through Accounts Payable screens, and review the reports available to track payments made to vendors.

Learn how to navigate FOCUS and set up your Landing Page. Learn how to configure and review Summary Metrics, Mobile Manager, and Performance Metrics. Also learn how to interpret the Sales Goals and Activity Overview panels.

Learn how to bill parts to Service appointments and repair orders, transfer parts when sold to the wrong line on a repair order, and bill parts for Service Pricing Guide operations. This course covers the Counter Sales screen.

Learn how to utilize the recently updated Enterprise Security Management screen to maintain security access for your User IDs and User Groups. Learn how to grant access to different areas of ERA-IGNITE as well as how to add a User ID to a User Group within Enterprise Security Management. 

Learn how to integrate, modify, and update parts and service transactions in accounting. Also learn how to create warranty credit memos, add and view warranty claim remarks, and review the specifications that control warranty credits.

Learn how to track dealership activity and progress through Reports, Dashboards, Desk Log, and Floor Traffic.

Learn how to perform the special orders process from the point of sale through the delivery of the parts and closing the special order record. This course covers the following screens: Counter Sales, Special Order Entry, Receipt Register Listing, Special Order Inquiry, and Clear Special Orders.

Learn how to post vehicle purchases, vehicle sales, and dealer trades, and add dealer installed accessories to update the vehicle inventory value.

Learn how to create and modify price level codes and credit codes, set up source overrides, and use parts management reports and Retail Management Intelligence. This course covers the following screens: Factory Master, Part Maintenance, Additional Information Setup, Counterperson Override List, Invoice Register, and Retail Management Intelligence Parts Dashboard.

Learn how to maintain receivable customers, process Accounts Receivable schedules, post A/R adjustments, apply service charges, print or email A/R statements and process reports. Learn how to create deposits and cash receipts. Also learn about the different reports available to you for Cash Receipts.

Learn how to perform the entire physical inventory process utilizing the Parts Bar Code Scanner. Learn how to manage pre-inventory procedures, scanner setup, scanning and write-ins, and post-inventory follow-up to help calculate a total inventory value.

Learn how to use Retail Management Intelligence to manage any report available in ERA-IGNITE. Also learn how to request frequently used reports faster, customize report layouts, and utilize other Retail Management Intelligence tools to help you manage your dealership more efficiently.

Learn about available administrative tools that can improve your dealership’s security and efficiency, such as limiting user access to screens and actions in ERA-IGNITE Security Maintenance, reviewing and modifying specifications for printers, ERA^® Mail, individual stores, and managing Computer Assisted Instruction training in ERA-IGNITE CAI Administration.

Learn how to maintain managerial oversight with reporting options and features, including adding Retail Management Intelligence Dashboards and creating user-defined reports with Dynamic Reporting. This class is best suited for personnel who perform system administrator tasks in the dealership such as a System Administrator, IT Manager, Controller, and Office Manager.

Please note this is a 2-day course in Houston, Texas, including breakfast and lunch each day.

Learn how to perform the entire physical inventory process utilizing the Parts Bar Code Scanner. Learn how to manage pre-inventory procedures, scanner setup, scanning and write-ins, and post-inventory follow-up to help calculate a total inventory value.

Learn about Electronic Service Integration in ERA-IGNITE Service from the role of a technician. The technician learns to update their status and view their jobs. Utilize hold commands, parts requests, and timestamps. Set up and assign skills to technicians for proper dispatching.

Learn how to manage and automate customer follow-up using schedules in FOCUS.

Learn to view and understand specifications in the Dealer Setup, Dispatch Master, and Dispatcher Options screens. Also learn about the many different Must Start Sequences.

Learn how to run campaigns in FOCUS by creating document templates, client collections, and bulk mailings.

Learn how to make the most of your suggested stock order process to manage your daily orders. Learn how to run inventory reports and go through the steps of creating, adjusting, reviewing, and receipting your suggested stock orders.

Learn how to utilize the recently updated Enterprise Security Management screen to maintain security access for your User IDs and User Groups. Learn how to grant access to different areas of ERA-IGNITE as well as how to add a User ID to a User Group within Enterprise Security Management. 

Learn how to receipt parts, change bins, and inquire on parts using the Parts Bar Code scanner. Also learn how to maintain scanner settings and create and print labels from the scanner or desktop.

Learn how to utilize each view of the RO Time report to verify flagged time before paying technicians, review the total cost of labor per RO, track technician productivity, and more.

Learn how to view scans, view and modify over/shorts, and receipt parts using the PBC application. Also learn how to run reports to help oversee scanner usage and view the Parts Bar Code Service Log.

Learn how to utilize features of the Reynolds Integrated Telephone System, use communication tools available within the RDA, handle customer calls, and customize the RDA to better meet your needs.

Learn how to maintain user security efficiently with user groups, create and modify user groups, create User IDs and add them to a user group, modify a User ID by modifying the user group, and assign user-specific permissions.

Learn about maintaining printers, print jobs, and data through backup procedures. Also learn how to add printer assignments, modify print jobs, complete pre-backup procedures, modify scheduled jobs, and review backup history logs.

Learn how to handle incoming software updates, use additional administrative tools available through the Computer Assisted Instruction (CAI) and System Administrator applications, and communicate using ERA-IGNITE.

Learn how to begin a new retail deal, search for existing deals, vehicles, and customers, view alerts and important deal information, and store a deal. Also learn how to request a credit inquiry, review completed credit inquiries, and understand how ERA-IGNITE F&I integrates with other ERA^® applications.

Learn what information resides in each subscreen, how to enter aftermarket items, trade-ins, insurances, warranties, rebates, taxes, and fees into a deal. Also learn how to use Vehicle BookOut to retrieve values of a used, traded-in, and non-inventory vehicle.

Learn about the options available for working with name records. Also learn to restrict sensitive names information, create user defined fields, and search and combine duplicate names.

Learn how to perform the entire physical inventory process, from counts and write-ins to the post-inventory follow-up.

Learn how to create a lease deal, convert retail deals to lease deals, calculate the lease payment, enter residual details, allocate equity, and work balloon deals. Also learn how to use Automated Rates and Residuals to pull current bank rates and residual values into a deal.

Learn the basics of the Daily Operating Control including how to set up and modify DOC lines, departments, and forecast and forced amounts. Also learn how to create custom DOC views and set custom line descriptions, and where to gather month-end statistical data and how to prepare the financial statement.

Learn how to use the Quick Quote tool to quickly calculate monthly payments for a customer, and use the Roll feature to find vehicles, change the payment, increase the profit, or change the amount financed in a deal.

Learn how to prepare for and close the accounting month by backing up reports, posting transaction by cutoff date, and reviewing schedules. Also learn how to complete the bank reconciliation process by cancelling and clearing cheques and deposits. Learn how to set up and post standard and recurring entries.

Learn how to add employees to a deal and calculate their commissions, print forms, close or reverse a deal, create and submit a new Credit Application, and request and review an AutoCheck^® Plus History Report.

Learn how to utilize the recently updated Enterprise Security Management screen to maintain security access for your User IDs and User Groups. Learn how to grant access to different areas of ERA-IGNITE as well as how to add a User ID to a User Group within Enterprise Security Management. 

Learn how to request a standard F&I report, including report customizations and saving reports. Within Retail Management Intelligence, learn how to configure F&I Dashboard modules.

Learn how to use FOCUS to streamline your internet/BDC department. In this course, learn how to create work schedules, review and respond to leads, use Available Salespeople to schedule appointments, use Prospect Distribution Rules, and report on lead conversion.

Learn how to utilize features of the Reynolds Integrated Telephone System, use communication tools available within the RDA, handle customer calls, and customize the RDA to better meet your needs.

Learn how to use ERA^® Dynamic Reporting to create customized reports that contain the data you need to help you analyze statistics, trends, and activities throughout your dealership.

Learn how to utilize the recently updated Enterprise Security Management screen to maintain security access for your User IDs and User Groups. Learn how to grant access to different areas of ERA-IGNITE as well as how to add a User ID to a User Group within Enterprise Security Management. 

Learn how to create custom fields within data sets and use them on a custom report, combine data from multiple stores, export your reports, and secure access to both dynamic reports and data sets.

Learn to set up base operation codes to group similar operations in the same category by creating and modifying codes for specific labour operations. Also learn to set up recommended services and campaigns to help you increase profit on your service drive.

Learn how to set up service technicians, advisors, and teams in your system, as well as use ERA-IGNITE Service reports and reporting tools to help you manage your service department. Also learn to measure the performance of your advisors and technicians, and identify issues before they become a problem for your dealership.

Learn how to use Time and Attendance, Time Clock, and Personnel Locator to keep track of employee clock hours, set up employees, and add an employee work schedule. Also learn how to manage, modify, delete, and approve time cards.

Learn how to review Timekeeping reports to control costs and set up specifications to manage work schedules and supervisor access.

Learn how to perform basic part number inquiries, search for multiple part numbers at one time, and recall factory master part number information.

Learn how to manually add, change, and delete parts from your inventory, and create and modify parts kits.

Learn how to create, modify, transmit, and cancel a daily order. Also learn how to request and review reports that help with ordering parts, create and receipt parts purchase orders, and request purchase order reports.

Learn how to create, review, adjust, and process a stock order, receipt shipments, create manual receipts for parts not on a purchase order, and print receipt reports.

Learn how to perform the pre-parts return tasks and prepare a suggested list of parts to return to a supplier or manufacturer based on selected criteria. Also learn how to modify your part returns, clear and delete an entire return, and create a manual return.

Learn how to perform the monthly maintenance procedures for your parts department and access and interpret the Monthly Analysis report. Also learn how parts are recommended for the stock order, set up parts pricing, and understand make codes and sources.