Autosoft DMS Training

Autosoft DMS Training

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One thing decides how to buy this, and it is easy to miss: every session includes unlimited seats. A one hour session costs the same whether one person attends or the whole department does.

That makes the sensible unit of purchase a room rather than a person. Book the session, put everyone who touches that part of the system in front of a screen, and the cost per head becomes whatever you divide $125 by. Training four advisors separately is not four times better than training them together; it is four times the price for the same hour. It also means a backup costs nothing extra, which matters most in accounting, where a single person often closes the month with no one else who knows how.

Sessions group by department: accounting runs the month end cycle end to end, sales and F&I covers setup through desking and eContracting, and parts and service covers electronic repair order dispatching, where Part 1 should be taken before Part 2. Two packages are available, but count the sessions you would genuinely use before buying one, since four individual bookings can come to less than a bundle. An hour goes quickly, so decide beforehand which screens you want covered, and book new staff into their second week rather than their first, once they have seen enough of the system to know what they do not understand.

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Autosoft DMS Training

One thing decides how to buy this, and it is easy to miss: every session includes unlimited seats. A one-hour session costs the same whether one person attends or your entire department does.

That makes the sensible unit of purchase a room, not a person. Book the session, put everyone who touches that part of the system in front of a screen, and the cost per head falls to whatever you divide $125 by. Training four service advisors individually is not four times better than training them together; it is four times the price for the same content.

Accounting

The largest group, covering the month end cycle end to end. General journal entries and purchases, receipts, disbursements, vehicle purchases and sales, integrated entries, deposits and EFT, bank, GL and check reconciliation, reports, the month end process, and the financial statement, close GL and month end stack.

If you have one person who closes the month and no backup, this is the group to work through. It is also the group where an untrained second person is worth having before you need one.

Sales and F&I

Start with finance login and setup, then sales screen review, desking, printing and forms review, integrations, customer review, inventory review, reporting, and menus and eContracting.

Note that Reporting sits in the F&I group while Reports sits in Accounting. They cover different screens, so check which department you mean before booking.

Parts and Service

Electronic repair order setup and dispatching, split by role: Part 1 covers the technician side and Part 2 covers setup and the dispatching manager. Take them in order, since Part 2 assumes Part 1.

Inventory

Inventory management and bookout setup covers the configuration that determines whether your inventory screens reflect reality.

Packages

Two bundles are available: the Sales and F&I Manager Package and the Inventory Management Package.

Before committing to a package, count the sessions you would actually use. If your team needs four of the nine F&I sessions, four individual bookings may cost less than the package, and unlimited seats mean you are not paying per person either way. If you need most of them, the package is the better route. Ask us to confirm which sessions each package contains and we will do the arithmetic with you.

Getting the Most From a Session

An hour goes quickly. Two things make the difference: decide beforehand which screens you want covered rather than letting the session drift, and have everyone in one room with the system open so questions come from real work rather than from theory.

New staff absorb more from a session booked in their second week than their first, once they have seen enough of the system to know what they do not understand.

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FAQ

How many people can attend one session?

As many as you want. Every session includes unlimited seats for the one-hour duration, so the price is the same for one attendee or a full department. Book the room rather than the person: it is the single biggest saving available on this page.

Individual sessions or a package?

Count what you will use. If you need most of a department's sessions, a package is worth it. If you need three or four, individual bookings may come to less. Call us with the list and we will price both ways before you order.

What is the difference between Reporting and Reports?

Department. Reporting is the Sales and F&I session, covering the reports that side of the business runs. Reports is the Accounting session. The names are close enough to book the wrong one, so check the department first.

Which sessions should a new hire take?

Start with setup and screen orientation for their department, such as finance login and setup for F&I or ERO Part 1 in service, then add process sessions once they have been using the system a couple of weeks. People retain far more when they have already met the problem the session solves.

We only have one person who closes the month. Where do we start?

The financial statement, close GL and month end stack and the month end process sessions, with a second person in the room. Unlimited seats mean training a backup costs nothing extra, and the value of that becomes obvious the first time your controller is away at month end.

Do we need ERO Part 1 before Part 2?

Yes. Part 1 covers the technician side and Part 2 builds on it with setup and the dispatching manager view. A service manager taking Part 2 without Part 1 will be missing the context the session assumes.