1on1 Sales Manager Tool. User Guide

Transcription

1 1n1 Sales Manager Tl User Guide Table f Cntents Install r Upgrade 1n1 Page 2 Setting up Security fr Dynamic Reprting Page 3 Installing ERA-IGNITE Page 4 Cnverting (Imprting) Queries int Dynamic Reprting Page 5 Shrtcuts t Launch Dynamic Reprting Page 5 Dwnlading Data using Dynamic Reprting Page 6 Using yur 1n1 Sales Mgr Tl Page 7 01/23/18 1n1sls_userguide_gettingstarted.dc Page 1 f 7

2 Install r Upgrade 1n1 Cntact yur ERA System Administratr r yur IT department befre installing any sftware n yur cmputer. Step-by-step instructins: Install 1n1 fr the First Time: (typically takes abut 2 minutes per cmputer): Install 1n1 Enhancements: (typically takes abut 60 secnds per cmputer): Activate (Update the Specs and Expiratin Date): (typically takes abut 30 secnds per cmputer): Nte1: After yu install the Enhancements, the 1n1 Sales Mgr Tl shuld display ver r higher t wrk with the newest versin f Dynamic Reprting that nly requires 1 F&I dwnlad (rather than 3 dwnlads). Nte2: After yu install the Enhancements, please click the 3 rd ptin abve, called Activate (update specs and expiratin date). In the past, yu have nly needed t d this fr new installatins. Yu nw need t click this buttn AFTER running EITHER f the first 2 ptins abve. This installs the necessary specs t wrk prperly with the newest versin f Dynamic Reprting that nly requires 1 F&I dwnlad (rather than 3 dwnlads). 01/23/18 1n1sls_userguide_gettingstarted.dc Page 2 f 7

3 Setting up Security fr Dynamic Reprting Cntact yur ERA System Administratr. That persn shuld lg in t the ERA Ignite SEC Security Applicatin (nte: this is different than ERA screen 6210 User Security), and set up the fllwing fr the apprpriate emplyees wh are using the 1n1 Sales Mgr Tl, 1n1 State Sales Tax Tl, 1n1 Expense Analysis Tl, r the 1n1 Executive DOC. Nte: Dynamic Reprting is available t all R+R dealers, even if yu are nt signed up fr Era Ignite. Open Era Ignite and lg in as ADMIN (r as a user with access t the SEC Security Applicatin within Era Ignite). Select Applicatins > Security Maintenance. Search fr the apprpriate emplyee ( F5 searches; F12 selects). If yu have multiple stres, make sure the crrect stre is selected. Define Permissins fr the Dynamic Reprting Feature: Select Subscreens > Security Access. If n access, then press F5 and select Retail Management Intelligence (RMI) Applicatin. If yu have multiple stres, make sure the crrect stre is selected. Select the Access checkbx fr RMI, then press F12. Click the + (expand) buttn fr RMI, then chse Dynamic Reprting. Click the + (expand) buttn fr Dynamic Reprting, then chse ptins. Select the Permissin check bx fr each actin that specific emplyee shuld have. At a minimum, any emplyee using 1n1 will need t be able t Run Rpt, Add Rpt, Delete Rpt, Edit Rpt, Edit Additinal Users, Maintain User-Defined Rpt, Schedule Rpt When Owner. N need t save changes yet. Please prceed t next sectin. Grant Access t Dynamic Reprting Data Sets: Select Subscreens > Dynamic Reprting Data Set Security. If yu have multiple stres, make sure the crrect stre is selected. Select each applicatin, as listed belw, by clicking the pull-dwn in the Run area (nrmally, the ACCTG applicatin will already be selected). D NOT chse Access t All Data Sets in the Stre/Branch (that ptin shuld nly be used fr upper management). Please prvide access t the fllwing data sets: Accunting: ACCOUNTS (fr AvS; Exec DOC; Heat Sheet; FlrPlan Rec) GL (nt needed, unless yu have the Executive DOC) JOURNAL (fr AvS; Expense Analysis) NVSJOURNAL (fr AvS; Sales Tax) PSJOURNAL (fr Sales Tax) ROJOURNAL (fr Sales Tax) SCHEDULE4 (fr Heat Sheet; FlrPlan Rec) UVSJOURNAL (fr AvS; Sales Tax) F&I: FIMAST (fr Sales Mgr Tl) Sales: NVINVENTORY (fr New Vehicle Inventry - Current) NVINVBK (fr New Vehicle Inventry - Histry) UVINVENTORY (fr Used Vehicle Inventry - Current) UVINVBK (fr Used Vehicle Inventry - Histry) Service: AA.SER.WIP (fr Service Mgr Tl RO transactins) SERVCODE (fr Service Mgr Tl - OpCdes) WIPLABOR (fr Service Mgr Tl RO transactins) 01/23/18 1n1sls_userguide_gettingstarted.dc Page 3 f 7

4 Save the changes t the User ID: Press F12 t save settings fr that specific emplyee. Press the Esc (escape) key t g back t previus screen. T search fr the next User ID, type Cntrl + S. Enter a prtin f the user s name, then press the F5 key t search. Or clse the SEC applicatin if finished. Fr mre details n RMI and Dynamic Reprting, please g t and search fr the fllwing dcuments listed belw. As a cnvenience, we have placed sme f the key dcuments within the green Instructins buttn at the bttm f the 1n1 Reprting Tl. After clicking the green Instructins buttn, chse the buttns called: Define Security Settings fr RMI Dynamic Reprting (ZB247). RMI Dynamic Reprting Quick Reference Guide (ZB246). Installing ERA-IGNITE Yu need ERA-IGNITE installed n yur PC in rder t run Dynamic Reprting, but yu d NOT need t purchase an ERA-IGNITE Seat License t use this feature. It is free fr every ERA dealership, whether r nt yu have licensed ERA-IGNITE (if yu are cncerned abut this, please ask R+R fr mre details). If yu d NOT have the ERA-IGNITE prgram installed n yur PC, please d the fllwing: On yur PC, click the Windws icn at the bttm-left crner f yur screen. Scrll thrugh yur installed prgrams until yu see the yellw flder called Reynlds. Click Reynlds, then lk fr ERA-IGNITE. If yu see ERA-IGNITE, then right-click, and chse Mre, then Pin t Taskbar. All Dne. If yu d NOT see ERA-IGNITE, then click Sftware Manager. Click the tab called New Applicatins then duble-click ERA Cmmunicatins Manager. Wait fr the prgram t install (smetimes it can take quite a while). After the ERA-IGNITE is installed, yu shuld add it t yur desktp r yur task bar. T d this, just fllw the steps at the tp f this sectin. All Dne. 01/23/18 1n1sls_userguide_gettingstarted.dc Page 4 f 7

5 Cnverting (Imprting) Queries int Dynamic Reprting If yu have nt previusly used Dynamic Reprting t dwnlad data fr yur 1n1 Reprting Tl, then yu will need t fllw the instructins belw (just needs t be dne nce). This assumes that yur R+R system administratr has set yu up with access t Dynamic Reprting (if nt, then please refer t the previus sectin). Lg int Era Ignite. Click n the white spreadsheet icn (6 th icn frm the right, at the tp f Era Ignite). Or click the link fr Retail Management Intelligence (RMI). If prmpted t chse between Dynamic Reprting and Reprt Generatr, pick Dynamic Reprting. D the fllwing fr each reprt t imprt: Click the F8 Imprt r F9 Add New buttn (at bttm f the Search Dynamic Reprting screen). Click Imprt frm Query Builder, then click the buttn t the far right f Imprt Frm. Click the pull-dwn t the right f Lk In and brwse t the fllwing flder: My Cmputer, then C:\Prgram Files (x86) \ 1n1 \ 1n1fi \ Dyn_Rptg --- r --- My Cmputer, then C:\Users \ Public \ Public Dcuments \ 1n1 \ Sales \ Dyn_Rptg Select the file called 1n1_dr4_fi1a (daily), then click Add (F12). If prmpted t chse between data sets, pick FANDI fr F&I reprts. Yu shuld see a prcessing message n the screen. Click the yellw highlighted pull-dwn and select the apprpriate Stre/Branch. Click the F12 Add buttn t add the reprt (the F12 Add changes t F12 Update when saved). Press the Esc (escape) key t return t the previus screen. Repeat the same prcedure fr all queries that yu want t imprt. At minimum, yu will need the 2 queries called 1n1_dr4_fi1a (daily), 1n1_dr4_fi2a (yearly). Ntes: Nte1: If yu dwnlad yur data t a server, then yu will need t change the file path. Nte2: If yu dwnlad frm multiple dealerships, then select the apprpriate Stres/Branches. Nte3: If yu want t schedule the reprts, click F7 while editing the reprt. Nte4: If yu want ther users t be able t dwnlad data, yu shuld click Additinal Users. Shrtcuts t Launch Dynamic Reprting Lg int Era Ignite. Click n the Cnfigure buttn (at the bttm f the Favrites sectin). Click the pull-dwn under Applicatin and select Retail Management Intelligence (RMI). Select the apprpriate Stre & Branch (ex: Stre01 F&I). Type R in Ht Key field, then click the Run n Startup bx. This will allw yu t see RMI as a quick link within yur Favrites sectin. Als, the Ht Key will allw yu t quickly get t RMI and Dynamic Reprting by simply typing Cntrl + R rather than clicking multiple ptins. Click r press F12 buttn t Save yur settings. 01/23/18 1n1sls_userguide_gettingstarted.dc Page 5 f 7

6 Dwnlading Data using Dynamic Reprting Optin #1: Run Nw Use the Run Nw ptin t get the mst current data. Lg int Era Ignite (nt the riginal Era blue screen). Click n the white spreadsheet icn (6 th icn frm the right, at the tp f Era Ignite). Or click the link fr Retail Management Intelligence (RMI). Select Dynamic Reprting (ptinal: nly needed if it des nt appear autmatically). Select the tab called Available Reprts. Dwnlad data using 1 f the fllwing ptins: A. Preferred (New) Methd: Highlight 1n1_dr4_fi1a (daily). Press F11 (Run with Optins). Click Run and Exprt, then OK. Enter 4 digit security key, then wait abut 30 secnds fr dwnlad t finish. Press the ESC (escape) key t g back t previus screen. B. Alternate (Old) Methd: Highlight 1n1_dr4_fi1a (daily). Press F10 (Run Reprt) r Duble-click 1n1_dr4_fi1a (daily) then wait fr abut 30 secnds fr reprt t run. Right-click anywhere within the clumn headers, select Exprt, then All Rws t File. Nte: be very careful NOT t accidentally drag a clumn t a different psitin. The leftmst fields fr the 1n1 dr4 fi1a (daily) Dynamic Reprting files are: Branch r Cunt, Dealer, Deal-N, Deal-Date, Cust-N, B-Lst-Nme, B-FMI, C-Name, etc. Enter 4 digit security key, then wait anther 30 secnds fr the green bar at the bttm f the screen t finish. Press the ESC (escape) key t g back t previus screen. Open 1n1 and chse yur reprt. Nte: Optin A (abve) runs faster and slves ut-f-memry issues with large dwnlads. Optin #2: Schedule Use the Schedule ptin t save time. Yu can autmate (smewhat) the pulling f data, althugh this ptin is NOT as efficient as it shuld be. If yu schedule a reprt t run, yu still must manually pen Era Ignite and dwnlad the data (see belw). Yu are limited t pulling data just 4 times per day. Still, it is mre efficient than ptin #1 abve, especially if yu are pulling multiple files. T schedule a reprt: While editing a reprt (see abve), click the F7 Schedule buttn. Chse the apprpriate time f day, etc, then click F12 t save yur changes. T view scheduled reprts, click n the Scheduled Reprts tab, then press F5 t view. T dwnlad a scheduled reprt: After each preset schedule time (see abve), lg int Era Ignite (nt the Era blue screen). Click n the white spreadsheet icn (6 th icn frm the right, at the tp f Era Ignite). Or click the link fr Retail Management Intelligence (RMI). Select Dynamic Reprting (ptinal: nly needed if it des nt appear autmatically). Select the tab called Cmpleted Reprts. Press F5 t view reprts (reprts d nt appear autmatically yu must press F5 buttn). The first 1n1 reprt will prbably already be highlighted. Hld the shift key dwn and click n the last 1n1 reprt in the list. All 1n1 reprts shuld be highlighted in blue. Click F7 = Exprt, then enter the 4-digit security cde. After exprting the data, press the delete key (yu must manually delete these files within the Cmpleted Reprts tab, therwise they will cntinue t accumulate after every scheduled run). Open 1n1 and chse yur reprt. 01/23/18 1n1sls_userguide_gettingstarted.dc Page 6 f 7

7 Using yur 1n1 Sales Mgr Tl Make sure that yu have dwnladed data befre prceeding (see previus sectin) Open the 1n1 Sales Mgr Tl icn (n yur desktp) Click Lgin t agree t the license agreement The fllwing screen will pen. Click n the desired grup f reprts (see the tabs at the tp f the screen). Since there are s many reprts, many peple will simply click the buttn, called Daily Mgr Rpts (Mst- Frequently-Run). This ptin uses ur 1-click technlgy t display the mst-cmmnly-run reprts with ne simple click. Or explre yur ptins by clicking the different tabs at the tp f the screen. Just click the nes yu want (printing is ptinal). By default, the system will assume that yu want the current mnth s data, unless it is within the first 4 days f the mnth, then it is smart enugh t assume that yu then want the previus mnth s data. At any time, yu can click n the yellw buttn t change date ranges if yu want. By default, the system will display data fr the past 2 years, but that can easily be changed t meet yur needs. Click n the red EXIT buttn when finished. We d ur best t cntinually imprve this tl. Please let us knw if yu have any suggestins. 01/23/18 1n1sls_userguide_gettingstarted.dc Page 7 f 7