Upcoming Reynolds Training Opportunities

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.

Topics covered in this session include Vehicle Service application overview, repair order process, using operation codes for quick services, and adding labor lines for major mechanical work.

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.

Topics covered in this session include flagging quick service operations as well as major mechanical work, looking up the status of flagged lines, understanding how warranty work is flagged, displaying parts sold to a repair order, and backflagging repair orders.

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.

Topics covered in this session include providing customers with quotes or estimates for work completed, defining Preliminary and Final Billing, handling changes in method of payment (i.e. cash to credit), adding pre-defined discounts, correcting errors in invoicing, and voiding repair orders.

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 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 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 that this is a 3-day in-person 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 that this is a 3-day in-person 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 how to utilize the Unified Customer Profile in ERA-IGNITE to help gather insights into key customer details and metrics, including matching client records, business value, and a timeline of events for each customer.

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

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 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 that 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 utilize the Unified Customer Profile in ERA-IGNITE to help gather insights into key customer details and metrics, including matching client records, business value, and a timeline of events for each customer.

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 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.

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.