Charter Software Inc. - Integrated Modules

Integrated Modules

Our ten powerful modules are set up to organize the exact types of information you need to make decisions and access information about your equipment, parts inventory, service orders, customers and employees. You can move quickly from one module to another, without replicating information, as an entry into one module can be automatically added to the appropriate categories in others.

Counter Invoicing and Parts Management	Service Management	Whole Goods
Handles daily sales transactions and controls inventory - all in one step, right at the parts counter. Electronic transmission of parts orders to multiple suppliers. Interfaces with multiple electronic parts catalog products. Prints pick lists, creates suggested orders and prints a variety of reports. Adding parts to a service ticket will automatically update inventory and hold the ticket until you are ready to invoice. We can provide parts pricing for virtually any manufacturer, so you can type in any part number and know its current list and net price and then automatically add it to your inventory.	Tracks employee time by using a built in time clock system or by keying in from time cards. Time is automatically added to service tickets. Maintain all work order information in one easy to use screen. Interfaces with multiple electronic parts catalog products. Prints shop instructions. Order parts on the fly. Set up reusable service packages. One-click adjustment of non-billable excess time. Tracks flat rate adjustments. Prints service invoices with unlimited labor descriptions. Provides an array of employee efficiency and service department efficiency reports.	Efficiently organizes all the information you need to keep track of your dealership's equipment investment. Simple and easy to operate, the software allows you to maintain detail records on inventory value and invoice equipment. Bills/changes in General Ledger / Accounts Payable flow through to line items. One-click returns/reversal of sale. Invoices parts on an equipment invoice. Automatically adds trade-ins into equipment inventory. Prints a wide range of management reports, including reports you design for specific needs.
General Ledger and Accounts Receivable	Accounts Payable	Customer Profile
Allows you full control over all the information about your sales, purchases, and other daily transactions. Prints financial reports whenever you want. Adds service charges to customer accounts and prints statements. Keeps customer history for as long as you like.	Tracks amounts owed by vendor. Tracks payment history for as long as you like. Prints cash requirement reports, automatically flags invoices, and prints checks.	Gives you instant access to a wide range of information about your customers and the equipment that they own. Provides ability to generate mailing labels for custom mailings and ability to print a variety of reports for use by your sales department.
Rental*	Payroll*	Warranty*
Works with the Whole Goods System to provide a simple way to invoice items you have in your equipment rental pool. It tracks rental history, and updates your equipment for depreciation each time it is rented.	PenSoft has collaborated with us to integrate their PenSoft Payroll system with DealerWin™. PenSoft Payroll comes with all the federal and state tax rates preset to automatically calculate your payday payroll. Prints quarterly Federal and State reports and W2s. Contact PenSoft at (888-736-7638).	Improves profitability of service and parts departments by reducing warranty claim losses. Tracks claims and reimbursements to keep everything in balance throughout the warranty claim cycle. Electronic submissions to supported vendors alleviates duplication of effort and minimizes warranty paperwork.
* These modules are optional and available at an additional charge

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