The New Company Creation and New Dealer Code Creation wizards automatically create and populate all the following data:
Dealer brand list
Dealer programmes list
Company employee list
Sales ledger Exclusion records (these records will not be populated with any exclusion data)
Note: The system automatically creates the end-of-day daemon parameters.
What do you want to learn about?
To launch the new company creation wizard:
Follow the procedure for creating a new Point-of-Sale company.
Note: If no company parameters exist, you must create the company parameters first.
The new company creation wizard is launched, with Section 1 - Introduction displayed.
Note: Each section of the wizard has an Information group box containing information about the section, Progress bars indicating approximately how much of the wizard is complete, Back and Next buttons enabling you to move to the previous or next section, and a Cancel button that abandons the wizard and returns you to the SADE Parameters & Controls form.
Complete all the fields and press TAB to make the Next button available.
Complete each section of the Wizard in turn. When the last section is complete, click Save.
The new Point-of-Sale company is created.
Company settings:
Company number: Number of the current company.
Main dealer code: Main dealer code for this company, selectable by clicking the Ellipsis button.
Company enabled: When this check box is ticked, this company is enabled in the SADE extract.
Note: The main company for a dealer code must be enabled.
'Ship to' code: Ship to or warehouse code for this company.
Tip: The default code for the UK is 000.
Dealer settings:
Authorised repairer: When this check box is ticked, it indicates that this company is an authorised repairer.
Main dealer company: When this check box is ticked, it indicates that this company is the main dealer for this dealer group.
Subsidiary dealer code: Code of sub-dealer.
Department codes:
Parts department codes: Department code or codes for the parts department, selectable by clicking the Ellipsis button.
Workshop department codes: Department code or codes for the workshop, selectable by clicking the Ellipsis button.
Bodyshop department codes: Department code or codes for the Bodyshop, selectable by clicking the Ellipsis button.
Department codes:
Sublet labour code: POS labour rate code used for sublet work.
Paint labour code: POS labour rate code used for paint work.
VOR discount code: VOR parts discount code used in POS.
Time units per hour: Number of time units used by this company to make up one hour, selectable by clicking the Drop-down button.
Warranty account types: Sales ledger account types that relate to Warranty, selectable by clicking the Ellipsis button.
Internal account types: Sales ledger account types that relate to internal accounts, selectable by clicking the Ellipsis button.
Employees:
Code: Workshop Loading code for a technician.
Name: Name of the technician.
Academy ID: Technician's GM Academy ID, obtainable from GM.
Tip: Click a GM Academy ID cell to add or edit an Academy ID.
Note: Employees who do not have an ID attached to them in the SADE parameters will not be included in any extract, so any labour they do will be sent to GM without the name of a technician attached to it.
To launch the new dealer code creation wizard:
Follow the procedure for creating a new dealer group.
Note: If no dealer parameters exist, you must create the dealer parameters first.
The new dealer code creation wizard is launched, with Section 1 - Introduction displayed.
Note: Each section of the wizard has an Information group box containing information about the section, Progress bars indicating approximately how much of the wizard is complete, Back and Next buttons enabling you to move to the previous or next section, and a Cancel button that abandons the wizard and returns you to the SADE Parameters & Controls form.
Complete all the fields and press TAB to make the Next button available.
Complete each section of the Wizard in turn. When the last section is complete, click Save.
The new dealer group is created.
Dealer settings:
Dealer code: Dealer code you require.
Dealer enabled: When this check box is ticked, SADE will be able to extract data from all companies in this dealer group.
Main dealer company: Main company for this dealer (set by default).
Brands settings:
Name: Name of a brand currently processed in SADE.
MS Code: Two-character franchise code.
Franchise code: Entry as in the franchise table.
Tip: Click a Franchise code cell to display an Ellipsis button and click the button to display a list of franchise codes to choose from.
Active: A tick in this column indicates that the corresponding brand is used by this dealer code.
Tip: Click a cell to tick it or click an already ticked cell to remove the tick.
Note: At least one brand must be selected and all active brands must have the franchise code set.
Programmes:
Code: Code for a programme currently in use by GM.
Description: Name of the programme.
Active: A tick in this column indicates that the corresponding programme is active for this dealer code.
Tip: Click a cell to tick it or click an already ticked cell to remove the tick.
Country settings:
ISO country code: ISO country code for this dealer, selectable by clicking the Ellipsis button.
ISO currency code: ISO currency code for this dealer, automatically set when the country code is selected.
Miscellaneous settings:
Include non-GM transactions: When this check box is ticked, non-GM transactions are included in the extract.
Purge old extracts (Days): Number of days for extracts to be kept before being purged.