Difference between revisions of "Suzuki composite information"
| Line 25: | Line 25: | ||
Choose the options in sequence, and the system will generate the file {{DataValue|SUZCOMP.CSV}} automatically in the SX folder on your system. | Choose the options in sequence, and the system will generate the file {{DataValue|SUZCOMP.CSV}} automatically in the SX folder on your system. | ||
You can then upload this file from the Suzuki composite input area. | You can then upload this file from the Suzuki composite input area. | ||
| + | |||
| + | == See Also == | ||
| + | * [[How do I Create a Nominal Group?]] | ||
| + | * [[How do I Apply a Nominal Group to a Nominal Centre?]] | ||
{{Guide}}{{KB_Tags|Composite, Suzuki, Statistics, figures}}{{ZN_Admin}} | {{Guide}}{{KB_Tags|Composite, Suzuki, Statistics, figures}}{{ZN_Admin}} | ||
Revision as of 13:17, 22 August 2012
Contents
Summary
This article explains the configuration required and the steps to produce the Suzuki composite information.
More Information
Please contact the Sales Department to purchase our standard Suzuki Composite production kit. This creates the file required for composite input at the press of a few buttons. To produce all the information directly from Platinum, you will need to have the accounts system installed along with the general operational modules.
Configuration
Unit Sales
The vehicle sales system requires very little configuration beyond normal operational processes. Make sure that your Suzuki vehicles have a manufacturer of Suzuki and that all vehicles are correctly flagged as New or Used. This should be sufficient to provide the Vehicle statistics.
Workshop
On the service side, it will be helpful if you are using the real-time labour logging system to get accurate times attended and taken. The hours charged will come from invoicing the customers correctly, and the split between Retail, Internal and Warranty will come from charging the correct customer, and making sure that the customer has the correct Account Group.
Parts, Accessories & Clothing
This is the operational area that needs the closest attention. All stock items will need an attribute attached to provide the split required, either Clothing, Parts or Accessories. Should this not be done, the items will end up as Parts sales. A data import template is available to make it easier for allocating stock items to the correct category.
Accounts
This is where the configuration and data entry needs to be controlled carefully. You must have nominal codes set up for the expenses for each department, and these need to have a Group code set on them. This may not be how your existing nominal codes are configured so you may need to create new codes and change the journals that you do to generate the information required. To generate the company turnover, gross profit and overheads, you must run month ends on the system so that the information is made available to the reports.
Production
To produce the composite information in the format required, please use the "Suzuki Composite Menu" that will be installed on your system. You will find six reports here that will produce all the information required for the month prior to your current user date. Choose the options in sequence, and the system will generate the file 'SUZCOMP.CSV' automatically in the SX folder on your system. You can then upload this file from the Suzuki composite input area.
See Also
