Upcoming Reynolds Training Opportunities

Learn how to create and modify service appointments and repair orders for new and existing customers, schedule appointments, display service history, add recommended services, and use Reservation Manager and Shop View to track shop activity.

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

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

Learn how to use FOCUS to streamline your internet/BDC department. 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 get started in ERA-IGNITE by signing on with dlrSecured and customizing your setup for faster navigation. Learn how to personalize your Home Page, access key applications, and find support using Smart Center.

Learn how to use the Reservation Manager to track shop activity, 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 operation details, add notes and part numbers, and combine operations.

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

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

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

Learn how to automate deal posting to the Vehicle Sales journal with the Auto-Finalize feature. Learn how to set up necessary specifications and control which deals are posted automatically.

Learn how to inquire on journal, general ledger, and schedule detail. 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.

CPE Information:

Credits: 1.5

Field of Study: Accounting

Program Knowledge Level: Basic

Content: Learn how to use accounting inquiries to analyze and modify G/L entries, journals, and schedules.

Learning Objectives: Inquire on journal, G/L, and schedule detail, explain different update options, identify how to view unposted transactions, modify and delete a journal entry, adjust and reverse a G/L entry, and create an accounting adjustment entry.

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

Learn how to create parts invoices for non-stock parts and manage special orders for customers. Learn how to add special orders to parts orders, receipt them, and clear special orders from the Parts application.

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

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Basic

Content: Learn how to manage vendor records and post general purchases and issue individual payable checks.

Learning Objectives: Search and create a vendor record, set up defaults for a vendor, enter general purchases, issue a direct paycheck, and void checks.

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

Learn about available administrative tools to 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 such as a System Administrator, IT Manager, Controller, and Office Manager.

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

CPE Information:

Credits: 14.0

Field of Study: Auditing, Management Services, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to handle security, workstation, backups, and training.

Learning Objectives: Review and modify user security, handle system updates, backups, and training, and review reporting features in the Retail Management Intelligence (RMI) and Dynamic Reporting (DYR) systems.

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 checks and issue Electronic Fund Transfers through Accounts Payable screens. Review the reports available to track payments made to vendors.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Basic

Content: Learn how to process batch accounts payable.

Learning Objectives: Select vendors and invoices for payment, adjust payments and discounts, hold vendors and invoices, print A/P checks, and void A/P checks and EFTs.

Learn how to set up FOCUS to work for your team by using user, prospect, and customer settings.

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

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

CPE Information:

Credits: 1.5

Field of Study: Accounting, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to complete transactional accounting for parts, service, and warranty.

Learning Objectives: Modify parts and service transactions, enter a warranty credit memo, integrate warranty credits, enter warranty claims remarks, and inquire on the warranty schedule.

Learn how to post vehicle purchases, vehicle sales, and dealer trades. Learn how to update the vehicle inventory value. Learn how to issue payment for floorplans and lien payoffs.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to complete transactional accounting for new and used vehicle purchases and sales.

Learning Objectives: Post new and used vehicle purchases and sales, post dealer trades, and issue a floorplan check.

Learn how to use the Title and Ownership screen to assist in tracking title applications. Review submitted applications in the Title Status Report to help identify incoming and troubled titles.

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. Also learn how to create deposits and cash receipts, and about the different reports available to you for Cash Receipts.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Basic

Content: Learn how to process accounts receivable.

Learning Objectives: Maintain accounts receivable customers, inquire on and process A/R schedules, apply A/R service charges, process accounts receivable statements, enter cash receipts, close bank deposits, and print cash receipt reports.

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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to use Retail Management Intelligence to manage reports and analyze results.

Learning Objectives: Customize and request application reports in Retail Management Intelligence (RMI), save and load criteria for application reports, modify user preferences and add My RMI Favorites, view and export reports in Download Report Wizard, load and configure RMI Dashboards and Dashboard modules, and configure Pace, Alerts, and Snapshots for Dashboard modules.

Learn how to import Bank Administration Institute BAI files to automate bank reconciliation, use check or deposit registers to keep an eye on outstanding transactions, verify outstanding checks, and reconcile cash-in-bank. Also learn how to cancel deposits or checks individually or by a range of numbers, and reset cancelled transactions.

CPE Information:

Credits: 1.5

Field of Study: Accounting

Program Knowledge Level: Intermediate

Content: Learn how to reconcile your bank statement using automated and manual procedures.

Learning Objectives: Import bank transactions, cancel outstanding checks and deposits, reconcile a bank statement, and display deposit/check registers.

In this webinar, learn the basics to better navigate ERA-IGNITE Accounting. Learn how to add a transaction, use inquiry screens, and review basic hot keys. 

Learn how to use ERA-IGNITE features to increase integration between departments in the dealership, utilize 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 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.

CPE Information:

Credits: 21.5

Field of Study: Accounting, Auditing, Management Services, Computer Software and Applications

Program Knowledge Level: Advanced

Content: Learn how to oversee dealership-wide accounting transactions and processes.

Learning Objectives: Manage your Names file, request and analyze the Daily Operating Control (DOC) report, review accounting Dashboard modules, add and review reports in Dynamic Reporting (DYR), process and review transactional accounting, complete end of month procedures, reconcile the bank G/L, and review and modify security access.

Learn how to add new hires, modify existing employee records, and terminate or re-hire employees within the Payroll application.

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to set up new hires to track paychecks.

Learning Objectives: Set up new hires, apply existing income, deduction, non-cash benefit codes and company-paid benefits codes to an employee record, and terminate and re-hire an employee.

Learn how to navigate help messages to obtain the correct and complete information about a field or screen, apply needed security access for specific screens and actions, look up ERA-IGNITE equivalents of ERA^® screens, and find all training and documentation about a specific topic.

Learn about the steps needed to process a payroll cycle. Learn how to create a payroll cycle and worksheet, modify paychecks, calculate a payroll cycle, and print paychecks. Learn how to create entries in the Payroll Accounting journal and post entries to the general ledger accounts in Accounting.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to process a payroll cycle.

Learning Objectives: Create different types of payroll cycles, print a Pay Cycle Worksheet, modify paychecks in a payroll cycle, calculate a payroll cycle, print a Preliminary Check Register and paychecks, and create and post Payroll Accounting journal entries.

Learn how to make adjustments and entries when there are issues with payroll checks. Learn how to handle different payroll situations and process the Payroll Detail Report. 

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to review, adjust, and troubleshoot paychecks and analyze payroll reports.

Learning Objectives: Inquire, reprint, and void paychecks, add paychecks to an existing payroll cycle, delete an entire payroll cycle, create payroll adjustments, and analyze the Payroll Detail Report.

Learn basic dispatching in ERA-IGNITE Service from the role of a dispatcher. Learn to use the Shop View window and various other displays to track shop activity. Review several functions such as reviewing maydays, assigning technicians, and completing work.

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

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 set up and maintain your dealership's payroll specifications. Learn how to integrate tech information from ROs in Service to create paychecks in Payroll.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to customize the Payroll application and integrations.

Learning Objectives: Set up payroll divisions and departments, create and maintain deduction, income, and non-cash benefit codes, set up company-paid benefit codes, and integrate technician flagged hours using Service-to-Payroll Integration.

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

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 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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to use the Dynamic Reporting (DYR) system to create a report.

Learning Objectives: Search for existing dynamic reports, import criteria and settings from an existing report, create a new dynamic report, and define report criteria and output.

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 effectively present option packages to customers, guide them through available products and services, and help them personalize their option packages. 

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.

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to utilize special features of the Dynamic Reporting (DYR) system.

Learning Objectives: Create a User-Defined Field, review multi-value fields on reports, schedule dynamic reports to process, export a dynamic report, grant access to a dynamic report, and define retention settings.

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

Learn how to automate deal posting to the Vehicle Sales journal with the Auto-Finalize feature. Learn how to set up necessary specifications and control which deals are posted automatically.

Learn how to create parts invoices and credit memos for front counter customers, record lost sales, add invoice comments, and void and delete invoices.

Learn tips and tricks that help limit keystrokes, mouse clicks, and unnecessary window hopping within the ERA-IGNITE Service application. Also learn how to customize the Service application to fit your specific needs.

Learn how to use the Counter Sales screen to obtain detailed part number information, sell parts with cores, create price quotes, and create parts invoices for internal departments. Learn how to accept payment while invoicing, change the payment methods for closed invoices, and prepare the cash drawer for reconciliation.

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.

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

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.

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 webinar demonstrates tips to help minimize keystrokes and improve efficiency within the Parts application. Topics include setting up the Parts Main Page, utilizing keyboard shortcuts, and customizing the My Procedures folder.

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

Learn how to use ERA-IGNITE Service to search for customers, add records, flag and invoice repair orders, and utilize help tools to improve profitability and efficiency in your service department.

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

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

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 effectively utilize your ERA-IGNITE system to tune up your service department and perform basic tasks such as creating and managing appointments, writing repair orders, adding upsells, and creating and printing invoices. Use Retail Management Intelligence to learn how to analyze a variety of service reports, set up Retail Management Intelligence Dashboard modules, and create custom reports in Dynamic Reporting to easily get performance and exception information at your fingertips.

Fixed Operations Directors and Service Managers can benefit from this hands-on training with a live instructor.

* Please note that this course is a 2-day course, including breakfast and lunch each day.

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

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Advanced

Content: Learn how to maintain customer and vendor records.

Learning Objectives: Implement dealership policies regarding Names records, create user-defined fields for Names, audit changes to Names records, and combine duplicate Names records.

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. Learn where to gather month-end statistical data and how to prepare the financial statement.

CPE Information:

Credits: 2.0

Field of Study: Accounting, Auditing

Program Knowledge Level: Advanced

Content: Learn how to utilize financial statements and DOCs.

Learning Objectives: Post statistical data, post and review the financial statement, set up departments, set up DOC lines, enter forecast and forced amounts, and add a custom DOC view.

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 checks and deposits.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Advanced

Content: Learn how to complete month-end procedures and close the accounting month.

Learning Objectives: Prepare schedules for end-of-month, prepare for closing the month, complete end-of-month procedures, cancel outstanding checks and deposits, reconcile a bank statement, and display deposit/check registers.

Learn the basics of FOCUS including how to navigate and search for clients and vehicle information, search for in-stock and owned vehicles, and perform vehicle comparisons.

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

Learn about ERA-IGNITE Auto Posting features including Vehicle Sales Setup, Enhanced Accounting Integration, and Field Dependencies. Also learn how to make modifications after a deal has been integrated into accounting.

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to use Auto Posting and vehicle sales integrations.

Learning Objectives: Review setups for vehicle sales and integrations, define parameters and mnemonics, utilize Enhanced Accounting Integration, apply Field Requirements, and modify deals after integrating to Accounting.

Learn about managing client records and reviewing prospects in FOCUS. Learn how to add clients, prospects, desired or trade-in vehicles, and deals.

Learn how your team can effectively utilize the Parts application to perform daily operations, take an in-depth look at the ways your system specifications can be customized to best meet the needs of your business, and get hands-on experience with tools and reports to help you monitor department performance indicators. Students work through daily procedures such as writing front and back counter parts invoices, creating price quotes and credit memos, and ordering and receipting parts. Students have the opportunity to build custom reports to identify areas of opportunity including tracking lost sales, minimizing accounting discrepancies, and evaluating counterperson procedures.

This class gives Parts Managers and Fixed Operations Directors a chance to explore the following ERA-IGNITE applications: Parts, Retail Management Intelligence, and Security Maintenance.

* Please note that this course is a 2-day course, including breakfast and lunch each day.

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 utilize the daily work plan and calendar to manage activities and appointments in FOCUS and work with email and text messages.

Learn how to use the Heat Sheet in F&I/Desking to track important dates for your deals, view deal-specific updates, and monitor funding. Also learn how to run the Heat Sheet Report to view deals with outstanding funds across your dealership.

Learn how to effectively present option packages to your customers, guide them through available products and services, and help them personalize their option packages. 

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 export reports as an email or PDF and customize ERA-IGNITE grid reports using options such as grouping, filtering, adding or removing columns, and applying report or group totals and averages.

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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to use the Dynamic Reporting (DYR) system to create a report.

Learning Objectives: Search for existing dynamic reports, import criteria and settings from an existing report, create a new dynamic report, and define report criteria and output.

Learn how to activate Service to Payroll Integration in ERA-IGNITE, set up departments and technicians, and review adjustments made to technician hours in the Payroll application. Learn about the options available for approving technician flagged hours in the Service application.

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.

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to utilize special features of the Dynamic Reporting (DYR) system.

Learning Objectives: Create a User-Defined Field, review multi-value fields on reports, schedule dynamic reports to process, export a dynamic report, grant access to a dynamic report, and define retention settings.

Learn how to use your ERA-IGNITE Retail Management System to better manage your dealership’s operations. In this class, learn how to use ERA-IGNITE reports and the Retail Management Intelligence application to track performance, save more money, spot potential problems, and be more profitable across all ERA-IGNITE applications.

Learn about best practices, keyboard shortcuts, Retail Management Intelligence Dashboards, and how to build your own reports using Dynamic Reporting.

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

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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to add and manage user security records.

Learning Objectives: Search for and review a User ID, create a User Group and a User ID, add a User ID to a User Group, and update a User ID via the User Group.

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 F&I/Desking integrates with other ERA^® applications.

Learn how to use the Reynolds Integrated Telephone System Admin Console to create new users, assign virtual extensions, create new voicemail boxes, manage queues, and adjust Reynolds Integrated Telephone System call routing settings.

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.

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to handle user security issues and review security reports.

Learning Objectives: Compare security profiles, modify users by security item, request the Full Security Listing report, request the Security History report, request the User List by Security Item report, and identify additional security-specific tools and reports.

Learn what information resides in each subscreen and 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 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 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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to manage printers and backups.

Learning Objectives: Review existing printer records, identify default printers, add, display, and print printer assignments, review, modify, and delete print jobs, prepare and schedule regular backups, and review and modify scheduled jobs and completed backup history.

Learn how to get started in ERA-IGNITE by signing on with dlrSecured and customizing your setup for faster navigation. Learn how to personalize your Home Page, access key applications, and find support using Smart Center.

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

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to handle updates, system-wide specifications, and messaging tools.

Learning Objectives: Download and configure Software Manager, create a sign-on message, review station information and system-wide specifications, identify CAI administrative tools, manage Reynolds Communicator contacts, send a ReyCom message, and manage electronic mail messages.

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

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 use FOCUS to streamline your Internet/BDC department by creating Work Schedules, reviewing and responding to leads, using Available Salespeople to schedule appointments, using Prospect Distribution Rules, and reporting on lead conversion.

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

Learn to set up service technicians, advisors, and teams in your system, as well as how to use ERA-IGNITE Service reports and reporting tools to help you manage your service department. 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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to create and update time cards and update personnel information.

Learning Objectives: Explain the Timekeeping and Attendance applications, create time punches in Time and Attendance, set up employees in Time Clock, manage time cards, and update information in Personnel Locator.

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

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

CPE Information:

Credits: 1.5

Field of Study: Auditing

Program Knowledge Level: Basic

Content: Learn how to utilize reports and set ups to track employee hours.

Learning Objectives: Analyze Time Clock reports and set up divisions, pay period end dates, holiday plan codes, work schedules, supervisor groups, supervisor access, and department defaults.

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

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

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

Learn to set up DOC+ Data Collections, determine pace settings, review needed security items, and use DOC+ to review and estimate month end performance for individual departments, entire stores, or multiple stores.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Intermediate

Content: Learn how to build, request, and schedule a Daily Operating Control+ (DOC+) report.

Learning Objectives: Review the relationship between the standard DOC and DOC+, schedule the DOC+ data collection, determine pace settings, build and request a DOC+ report, and review DOC+ security settings.

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 use the Shop View screen to quickly view the latest information from all over your service department from one convenient location.

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.

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

Learn how to add, modify, and delete vehicle records, run inquiries to find vehicles matching specific criteria, and utilize 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 create and modify service appointments and repair orders for new and existing customers, schedule appointments, display service history, add recommended services, and use Reservation Manager to track shop activity and resource availability.

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 to use ReverseRisk DOC reports to gain a detailed understanding of the dealership's financial performance. Learn to track trends across departments and stores to identify performance outliers.

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

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

Learn how to retrieve warranty information directly from the manufacturers’ Labor Time Guides, enter it onto a repair order for warranty claim submission, create warranty claims and invoices, and track open documents using Shop View.

Learn how to set up FOCUS to work for your team by using user, prospect, and customer settings.

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

Learn how to handle special issues like internal repair orders, comebacks, we owes, journal prefix overrides, service contracts, and inquires on special order parts.

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

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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to use the Dynamic Reporting (DYR) system to create a report.

Learning Objectives: Search for existing dynamic reports, import criteria and settings from an existing report, create a new dynamic report, and define report criteria and output.

Learn how to capture images and videos during vehicle inspections, attach them to the Report Card window, and review documentation on repair orders.

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.

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to utilize special features of the Dynamic Reporting (DYR) system.

Learning Objectives: Create a User-Defined Field, review multi-value fields on reports, schedule dynamic reports to process, export a dynamic report, grant access to a dynamic report, and define retention settings.

Learn how to effectively present option packages to customers, guide them through available products and services, and help them personalize their option packages. 

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

Learn how to get started in ERA-IGNITE by signing on with dlrSecured and customizing your setup for faster navigation. Learn how to personalize your Home Page, access key applications, and find support using Smart Center.

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

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.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to use Retail Management Intelligence to manage reports and analyze results.

Learning Objectives: Customize and request application reports in Retail Management Intelligence (RMI), save and load criteria for application reports, modify user preferences and add My RMI Favorites, view and export reports in Download Report Wizard, load and configure RMI Dashboards and Dashboard modules, and configure Pace, Alerts, and Snapshots for Dashboard modules.

In this webinar, learn how to send deals to F&I, receive and apply deal updates from FOCUS into F&I, send deal proposals to FOCUS from F&I, and set up FOCUS/Desking Integration.

Learn about the difference between the gross profit in a deal recap versus the gross profit you see in the Accounting application. Learn how the applications are set up to calculate gross profit and how to set them up to match.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to calculate, review, and reconcile gross profit figures.

Learning Objectives: Review the Vehicle Sales Activity module on the RMI dashboard, calculate gross and profit figures on the deal recap and vehicle sales transactions journal. Reconcile the recap gross figures to vehicle sales gross profits, and review gross profit specifications.

Learn how to use ERA-IGNITE features to increase integration between departments in the dealership, utilize 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 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.

CPE Information:

Credits: 21.5

Field of Study: Accounting, Auditing, Management Services, Computer Software and Applications

Program Knowledge Level: Advanced

Content: Learn how to oversee dealership-wide accounting transactions and processes.

Learning Objectives: Manage your Names file, request and analyze the Daily Operating Control (DOC) report, review accounting Dashboard modules, add and review reports in Dynamic Reporting (DYR), process and review transactional accounting, complete end of month procedures, reconcile the bank G/L, and review and modify security access.

Learn how to effectively utilize FOCUS to work smarter and transform the customer experience. Learn how FOCUS can help you manage your internet leads by setting up prospect distribution rules, improve your processes and make customer follow-up more seamless with the use of Schedules, and target marketing pieces using Client Collections.

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

Learn how to add new hires, modify existing employee records, and terminate or re-hire employees within the Payroll application.

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to set up new hires to track paychecks.

Learning Objectives: Set up new hires, apply existing income, deduction, non-cash benefit codes and company-paid benefits codes to an employee record, and terminate and re-hire an employee.

Learn how to inquire on journal, general ledger, and schedule detail. 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.

CPE Information:

Credits: 1.5

Field of Study: Accounting

Program Knowledge Level: Basic

Content: Learn how to use accounting inquiries to analyze and modify G/L entries, journals, and schedules.

Learning Objectives: Inquire on journal, G/L, and schedule detail, explain different update options, identify how to view unposted transactions, modify and delete a journal entry, adjust and reverse a G/L entry, and create an accounting adjustment entry.

Learn how to navigate help messages to obtain the correct and complete information about a field or screen, apply needed security access for specific screens and actions, look up ERA-IGNITE equivalents of ERA^® screens, and find all training and documentation about a specific topic.

Learn about the steps needed to process a payroll cycle. Learn how to create a payroll cycle and worksheet, modify paychecks, calculate a payroll cycle, and print paychecks. Learn how to create entries in the Payroll Accounting journal and post entries to the general ledger accounts in Accounting

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to process a payroll cycle.

Learning Objectives: Create different types of payroll cycles, print a Pay Cycle Worksheet, modify paychecks in a payroll cycle, calculate a payroll cycle, print a Preliminary Check Register and paychecks, and create and post Payroll Accounting journal entries.

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

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Basic

Content: Learn how to manage vendor records and post general purchases and issue individual payable checks.

Learning Objectives: Search and create a vendor record, set up defaults for a vendor, enter general purchases, issue a direct paycheck, and void checks.

Learn how to make adjustments and entries when there are issues with payroll checks. Learn how to handle different payroll situations and process the Payroll Detail Report. 

CPE Information:

Credits: 1.5

Field of Study: Auditing, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to review, adjust, and troubleshoot paychecks and analyze payroll reports.

Learning Objectives: Inquire, reprint, and void paychecks, add paychecks to an existing payroll cycle, delete an entire payroll cycle, create payroll adjustments, and analyze the Payroll Detail Report.

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 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 checks and issue Electronic Fund Transfers through Accounts Payable screens. Review the reports available to track payments made to vendors.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Basic

Content: Learn how to process batch accounts payable.

Learning Objectives: Select vendors and invoices for payment, adjust payments and discounts, hold vendors and invoices, print A/P checks, and void A/P checks and EFTs.

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 set up and maintain your dealership's payroll specifications. Learn how to integrate tech information from ROs in Service to create paychecks in Payroll.

CPE Information:

Credits: 1.5

Field of Study: Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to customize the Payroll application and integrations.

Learning Objectives: Set up payroll divisions and departments, create and maintain deduction, income, and non-cash benefit codes, set up company-paid benefit codes, and integrate technician flagged hours using Service-to-Payroll Integration.

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

CPE Information:

Credits: 1.5

Field of Study: Accounting, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to complete transactional accounting for parts, service, and warranty.

Learning Objectives: Modify parts and service transactions, enter a warranty credit memo, integrate warranty credits, enter warranty claims remarks, and inquire on the warranty schedule.

Learn basic dispatching in ERA-IGNITE Service from the role of a dispatcher. Learn to use the Shop View window and various other displays to track shop activity. Review several functions such as reviewing maydays, assigning technicians, and completing work.

Learn how to post vehicle purchases, vehicle sales, and dealer trades. Learn how to update the vehicle inventory value. Learn how to issue payment for floorplans and lien payoffs.

CPE Information:

Credits: 1.5

Field of Study: Accounting, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to complete transactional accounting for new and used vehicle purchases and sales.

Learning Objectives: Post new and used vehicle purchases and sales, post dealer trades, and issue a floorplan check.

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

CPE Information:

Credits: 1.5

Field of Study: Accounting, Auditing

Program Knowledge Level: Basic

Content: Learn how to process accounts receivable.

Learning Objectives: Maintain accounts receivable customers, inquire on and process A/R schedules, apply A/R service charges, process accounts receivable statements, enter cash receipts, close bank deposits, and print cash receipt reports.

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

Learn the basics of scanning, cataloging, and searching for documents in the ERA-IGNITE Integrated Document Management application.

Learn how to use Reynolds Electronic Payables to streamline the vendor payment process. Learn how to upload and approve invoices for payment. Learn how to process and transmit online payments for approved invoices from ERA-IGNITE.

Learn how to effectively utilize your ERA-IGNITE system to tune up your service department and perform basic tasks such as creating and managing appointments, writing repair orders, adding upsells, and creating and printing invoices. Use Retail Management Intelligence to learn how to analyze a variety of service reports, set up Retail Management Intelligence Dashboard modules, and create custom reports in Dynamic Reporting to easily get performance and exception information at your fingertips.

Fixed Operations Directors and Service Managers can benefit from this hands-on training with a live instructor.

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

Learn about available administrative tools to 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 such as a System Administrator, IT Manager, Controller, and Office Manager.

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

CPE Information:

Credits: 14.0

Field of Study: Auditing, Management Services, Computer Software and Applications

Program Knowledge Level: Basic

Content: Learn how to handle security, workstation, backups, and training.

Learning Objectives: Review and modify user security, handle system updates, backups, and training, and review reporting features in the Retail Management Intelligence (RMI) and Dynamic Reporting (DYR) systems.

Learn how to create parts invoices and credit memos for front counter customers, record lost sales, add invoice comments, and void and delete invoices.

Learn how to use the Counter Sales screen to obtain detailed part number information, sell parts with cores, create price quotes, and create parts invoices for internal departments. Learn how to accept payment while invoicing, change the payment methods for closed invoices, and prepare the cash drawer for reconciliation.

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.

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

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.

Learn how your team can effectively utilize the Parts application to perform daily operations, take an in-depth look at the ways your system specifications can be customized to best meet the needs of your business, and get hands-on experience with tools and reports to help you monitor department performance indicators. Students work through daily procedures such as writing front and back counter parts invoices, creating price quotes and credit memos, and ordering and receipting parts. Students have the opportunity to build custom reports to identify areas of opportunity including tracking lost sales, minimizing accounting discrepancies, and evaluating counterperson procedures.

This class gives Parts Managers and Fixed Operations Directors a chance to explore the following ERA-IGNITE applications: Parts, Retail Management Intelligence, and Security Maintenance.

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

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.

The Sales to Service We Owes webinar details how the Sales department marks we owes and how they are then tracked and completed in Service. Topics covered include how to mark we-owes in ERA-IGNITE F&I and how to track and complete we-owes in ERA-IGNITE Service.