The Franchise Details form is displayed when the Franchise Details option is selected from the Franchise Data menu.
The prime key to the table is an up to 3-digit alpha / numeric code although there is a second, single digit key, which is used in the CRM and vehicle administration vehicle records. All of these codes must be unique.
Warning: Extreme caution should be taken with regards to the deletion of franchise records that have been on file for any length of time due to the possible ramifications of deleting one from the master table which has already been attributed to other records elsewhere, such as in CRM or vehicle records.
Within the Main Detail tab the following fields are available:
Franchise code: This field can be up to three-character, this is the prime key to the table, and cannot be amended.
Tip: If this has been set up incorrectly then in order to change it, the incorrect code will need to be deleted, and the subsequent correct one created.
As with most data conventions, the system will differentiate between upper and lower case alphabetical characters, so you will not be able to amend or display a code of ANY (for any make cars), if any was entered.
Full name: Up to 20-character alpha numeric description which once recorded here can be used to display or print on any standard forms or correspondence, being more descriptive and/or user friendly than the three-digit code or the single letter identifier.
Single-letter identifier: This is the alternative single-digit franchise identity code, used in the CRM and vehicle administration vehicle record, which must also be unique. Lower case characters are not permitted in this field.
Note: Unlike the prime key to the table (the three-digit code), this can be changed in record amend mode, but again extreme caution should be made with regards to the changing of single-digit franchise codes that have been on file for any length of time due to the possible ramifications of deleting one from the master table which has already been attributed to other records elsewhere, such as in CRM or vehicle records.
MS Company code: This is a two letter code identifying the name of the company, for example RE for Renault.
Margin Percentage: This represents the dealer margin, or discount off retail price which the dealer receives from the manufacturer, and relates exclusively to vehicles.
It can be held at three different levels, of which this is the highest. If the dealer discount is on all models, and variants thereof, then this is the correct place to record it. If however, dealer discounts vary from model to model, then they can be held specifically against each model.
This discount is used in calculating the estimated consignment cost (based on the retail selling price) of a specific vehicle in both vehicle administration and quotations.
Option Margin %: This represents the dealer option margin or discount off. Again this is exclusively to vehicles.
Show weekly equivalent: This check box is used in the vehicle quotations program to determine whether to show the estimated finance repayment amount as only a monthly amount, or with the addition of a weekly equivalent.
The two alternative settings are as follows:
When the check box is set to a tick the repayment will be shown as monthly and weekly equivalent.
Alternatively, when the check box is left blank (unset), then only the monthly repayment will be shown.
PL account code: This relates to the purchase ledger account code of the normal supplier of vehicles for this franchise. this will default into every vehicle record that is created within Vehicle Administration, but can be changed where a vehicle is supplied from an alternative source. It is not a mandatory field (although a useful and labour saving one), and is therefore not validated against the purchase ledger accounts table.
Warning: Caution should be taken when entering this field. Ensure that the contents are correct.
The length of input is up to eight characters alpha / numeric, as that is the maximum size of a purchase ledger account code. It will however vary from user to user, and may only be four, five or six characters long, either numeric only or alpha / numeric.
System maintained: This check box is only for the use of the Kerridge Fleet Management software.
Tip: The check box should be left unset.
VS posting code: Used to facilitate a new Posting table mechanism within Rev.8 VSB.
Vehicle types: New, Used or Both. You can click on the drop down menu facility, adjacent to the Vehicle types field, to help make your choice.
Purchase order type: These codes relate any differentiation which the vehicle supplier may impose when a vehicle is placed on order. It is used and validated in the vehicle administration program, and is a single-digit alpha-numeric code. Examples of typical codes and their usage might be as follows:
Adoption Period: One of the reasons for different purchase order types is that manufacturers and concessionaires, or their appointed finance agents, provide differing consignment periods according to whether the vehicle is being ordered for stock as opposed to against a specific customer order. If as a dealer you are using finance stocking in this way then the number of days between vehicle consignment and mandatory adoption should be entered against each specified order type. If the dealer is not financing new vehicles in this way then the parameter should be left as zero. The value of this parameter is then used in the vehicle administration system to calculate, based on the consignment date, the suggested adoption date.
Interest-free period: Similar to the adoption period above, this parameter can also be used, relative to the order type, to calculate the suggested interest free consignment end date in the vehicle administration system. If no interest free period is available for this order type then the parameter should be left as zero.
The Contact Detail tab page holds the following information:
Full name and Identifier: The full name and single letter identifier are re-displayed on the Contact detail tab and can be amended here, in addition to the Main Detail tab.
Sales ledger account
Tip: This parameter is not relevant to the AUTOLINE franchise dealer system at this time and can therefore be ignored for the time being and left blank.
Contact name: The names of up to five relevant members of staff within the franchise operation can be recorded here. It is not used anywhere else within the system, so is not therefore critical in terms of content.
Position: The job title of the people concerned.
Telephone: The contact telephone number of those on the list.
For multi-franchise dealer groups it may be necessary to lay out vehicle invoices and credit notes differently for vehicles of one franchise as opposed to another.
Vehicle invoice and credit note layouts are determined by way of the Rev.8 format stationery routine where a particular document layout is stored against an up to three-digit identification code. In this matrix table the format stationery identification codes associated with the various types of document are entered. The titles are reasonably self explanatory but are itemised in more detail by the following:
Format code
Usage definition
K11 New vehicle main invoice (for the vehicle itself and any other items on the main invoice)
K12 New vehicle main credit note (for cancelling out a main invoice)
K17 New vehicle supplementary invoice (for any items not included on the main invoice, or for items to be charged to a different person or company)
K18 New vehicle supplementary credit note (for the cancellation of a supplementary invoice)
K13 Used passenger car main invoice (for the vehicle itself and any other items on the main invoice)
K14 Used passenger car main credit note (for cancelling out a main invoice)
K19 Used vehicle supplementary invoice passenger cars and commercial vehicles (for any items not included on the main invoice, or for items to be charged to a different person or company)
K20 Used vehicle supplementary credit note - passenger cars and commercial vehicles (for the cancellation of a supplementary invoice)
K30 Used passenger car purchase invoice (either for a direct cash purchase or part exchange)
K31 Used passenger car purchase credit note (for the cancellation of a purchase invoice)
K23 Used commercial vehicle main invoice (for the vehicle itself and any other items on the main invoice.
K24 Used commercial vehicle main credit note (for cancelling out a main invoice)
K32 Used commercial vehicle purchase invoice (either for a direct cash purchase or part exchange)
K33 Used commercial vehicle purchase credit note (for the cancellation of a purchase invoice)
Warning: If you decide to set up your own formats for either one or more franchise codes, it is important that the three-digit identity codes do not commence with the letter K as all standard Kerridge document formats are assigned ID codes starting with K, and these may be over-written with a new release of software from time to time.
This allows a picture to be held against the vehicle record at Franchise level. Please note that a picture can be held at model and variant level too.
Buttons
Create:Allows you to create a new franchise record.
Amend/Delete: Allows you to amend/delete an existing record.
The facility to search for a franchise table is activated by clicking
on the ![[...] Ellipsis](ELLIPSIS.gif){kind=small}
button,
(adjacent to the Franchise code field).
Setup: Allows you to modify the contents of existing franchise records, without the necessity to amend them one at a time.
