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DealerWin Academy Web-Based Training
Avoid travel expenses and attend our effective, web-based DealerWin training classes!
An experienced technical support technician leads a one hour, online class demonstrating "how-to's" in DealerWinTM Parts, Service, Whole Goods, Customer Profile, and Accounting. Classes are available with pre-registration. Just review the detailed class descriptions below and contact Technical Support to request an online class.  
  
 
 
DW AC 201- Accounting: Settlements
In this one hour, web-based class you will learn:
  • How to add credit vouchers for discounts
  • How to record credits from finance companies
  • How to record floor planning of used equipment

Who should attend: Bookkeeper, store manager. REGISTER NOW!

 
DW AC 202 - Bank Reconciliations
In this one-hour, web-based class you will learn:
  • How to make entries in order to use the Check Register for bank reconciliations
  • How to perform a bank reconciliation in DealerWin™

Who should attend: Bookkeeper. REGISTER NOW!

 
DW AC 204 - Tips & Tricks in DealerWin Accounting (Part One)
 In this one hour, web-based class you will learn:
  • Standard accounting routines
  • Daily accounting activities:tips and tricks on easiest, most efficient ways to make various types of entries

This class is a prerequisite for AC205 REGISTER NOW!

 
DW AC 205- Tips & Tricks in DealerWin Accounting (Part Two)
 
In this one hour, web-based class you will learn:
  • Month End Activities
  • Reconciliations
  • Reports
  • Closing the Month
  • Researching transactions

Note: AC204 Part One is a prerequisite to AC205 Part Two REGISTER NOW!

 
DW AC203 - Year End
In this one hour, web-based class you will learn:
  • How to prepare for year end
  • Year end reports
  • Correcting entries made to the wrong year
  • Closing the old year
  • How to make adjusting entries after the old year is closed

Who should attend: Bookkeeper, store manager.

DW AC203 Year-End  will be offered as a FREE Customer Webinar in December.
Watch your email for an invitation.

 
DW CP 201: Customer Profile

In this one-hour, web-based class you will learn:

  • Importance of tracking customers
  • Standard reports in Customer Profile
  • Creating custom reports in Customer Profile
  • How to use customer notes to track customers and generate sales
  • Interfacing from other modules to Customer Profile

Who should attend: Sales manager, store manager.  REGISTER NOW!

 
DW JD 201 - Deere Communication Interface: Parts Functions

In this one-hour, web-based class you will learn:

  • General info on DCI - what does it do, configuring, creating scheduled tasks
  • Creating Parts Locator records - uploading your inventory info to Deere - sell your obsolete inventory!
  • Submitting orders & returns to Deere - includes stock orders and emergency orders
  • DTF Receipts - save hours each month when receiving parts packing lists sent by Deere
  • Price files - download function, how to run the updates
  • JDParts.deere.com - automatic download of orders placed by your customers - imported directly as a saved parts invoice.

Who should attend: John Deere Parts managers.

REGISTER NOW!

 
DW JD 202 PartSmart & PartsManager Pro Interfaces/Special Orders Module

In this one-hour, web-based class you will learn:

  • Configuring PartSmart & PMP
  • Part info screens
  • Saving picklists for re-use
  • Importing picklists to parts invoices, orders and work orders
  • Special Orders Module - Reviewing the programs, loading programs to the grid, working with the grid, sending the order to DealerWinTM as a suggested order

 Who should attend: John Deere Parts managers.  REGISTER NOW!

 
DW PA 201- Order Formula Codes & the Suggested Ordering System

PA201 is recommended prior to taking PA202 or PA203. 

In this class you will learn:

  • How DealerWinTM uses Order Formula Codes (OFCs) to create suggested orders
  • How to set parameters in the Auto Reset OFCs function in order to set your OFCs at optimal levels
  • How to create reasonable suggested orders

Who should attend: Parts manager and/or the person who is in charge of ordering parts for the dealership.
REGISTER NOW!

 
DW PA 202- Parts Reporting
In this one-hour, web-based class you will learn:
  • What reports are available in the DealerWinTM Parts module and how to create them
  • Parts Management reports available via the paManage option
  • How to print reports to file
  • Custom data manipulation after importing data into Microsoft Excel

Who should attend: Parts manager, general manager, store manager.  REGISTER NOW!

 
DW PA 203- Parts Invoicing & Maintenance: Tips & Tricks
In this one-hour, web-based class you will learn:
  • How to do split invoices
  • How to do internal parts invoices
  • How to create/use quotations for repetitive lists of parts
  • More about core parts, discounts, sales tax, etc on individual parts
  • How to use the History program in the way it was intended
  • How to effectively use the DW Lookup module

Who should attend: Anyone who runs parts invoices. REGISTER NOW!

 
DW SE 201: Running Tickets in the Internal Service Module

In this one-hour, web-based class you will learn:

  • Suggested types of monthly internal work orders
  • How to run internal tickets
  • Accounts to use when invoicing internal work orders
  • Suggestions for making the whole process easier

Who should attend: Service manager, store manager, service clerk, bookkeeper. REGISTER NOW!

 
DW SE 203: Service Clock Program & Using the Service Reports
In this one-hour, web-based class you will learn:
  • How to use the clock program
  • What reports are available and what do they mean
  • Using service reports to track/reward labor efficiency
  • How to print reports to file so you can retrieve the info you need

Who should attend: Service manager, store manager.  REGISTER NOW!

 
DW SE202: Effective/Efficient Use of Order Maintenance Function
In this one-hour, web-based class you will learn:
  • How to create and use service packages to save time
  • How to properly designate equipment on work orders
  • How to transfer time prior to invoicing
  • Creating estimates

Who should attend: Service manager, service clerk, store manager. REGISTER NOW!

 
DW WA 101-Warranty Module
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Comprehensive overview of Warranty process beginning with work order to preparing, submitting, reconciling claims.

Who should attend: anyone who is involed with the Warranty process.

REGISTER NOW!

 
DW WG 201 - Whole Goods: View Equipment and Invoicing Functions

In this one-hour, web-based class you will learn:

  • Using the View Equipment grid
  • Transferring line items
  • Handling advance deposits and equipment transfers
  • Returns

Who should attend: Sales manager, store manager, bookkeeper.  REGISTER NOW!

 
DW WG 202: Reports & Inventory Reconciliation
In this one-hour, web-based class you will learn:
  • How to run standard reports
  • How to create/use custom reports
  • How to keep your inventory account in balance with the Whole Goods detail
  • How to locate and correct discrepancies

Who should attend: Sales manager, store manager, bookkeeper. REGISTER NOW!