Created by Recyclers for Recyclers
Pinnacle was developed to assist you in managing your business. Any Yard Management System can write an invoice and keep track of your inventory. Pinnacle was designed by some of the best Recyclers in the United States and Canada specifically for Recyclers to help them run a more profitable and efficient business. Pinnacle takes the work out of decision-making, while it gives you more control than ever before. If you will use the features provided by Pinnacle, the system will be FREE. Why, because you can reduce your payroll enough in one year to make the payments. Then when the payment stops, that amount goes to your NET PROFIT every month.
On Screen Sales Recommendations
These integrated recommendations serve as a guideline for sales people to know when to hold firm on a price, negotiate or discount a part. The real beauty is that the 'S28' Counts report Sales by Screen Recommendation breaks down these sales by salesperson to let you know what percentage of the sales are made and when the recommendations are not used.
Built in Warranties
Warranty calculations are made on the sales screen at point of finding parts. Seven different warranty's can be scaled to your business and again with detailed management reporting on the back end.
Automatic Pricing
So many facilities do not do complete re-pricing on a regular basis just because it is too time consuming. Pinnacle allows you to re-price specific part types or your whole inventory in minutes, based on your activity. Other systems have been promising this feature but Pinnacle has had it for 6 years. Ask a Pinnacle user what he thinks of Automatic Pricing and how much time it has saved them.
Automatic Software/Data Updating
Actual Systems uploads and installs both software and interchange updates on your site. Documentation is sent in advance of the updates and we do the work. No more discs and late nights trying to keep your system current.
eBay Interface - Currently Only Available in the United States
This is new product out for us in 2006 one that we are very excited about offering to Pinnacle Users. This interface reduces the listing time dramatically. When you put a part into your inventory system why not just take that data and upload it directly to eBay rather then creating the listing from scratch, with Pinnacle this can be done. This interface also puts a part on a work order so that it cannot be sold while during auction. Upon completion of the auction customer information and payment details are transferred to the work order so that it can be turned into an invoice right away.
PinnacleTM Auto Recyclers Trading System (PARTS) System Overview
Pinnacle is now recognized as one of the worlds leading systems dedicated to the Automotive Vehicle Recycling industry, and is still advancing as new demands are identified. The system was designed by Actual Systems and the URG Computer Features Committee with close cooperation with many auto recyclers, and incorporates all the features you'd expect from an inventory control system, as well as a host of advanced features to help improve your business practices and, of course, profits.
In the US Pinnacle is the only Inventory Management System to interface with all of the following trading networks, URGnet, Car-Part.com, Eden and Hotlines.
In the UK Pinnacle customers have the opportunity to list thier parts online, on Actual Systems UK Ltd and AutoTrader's partnership website AutoPartsTrader and also Actual Systems UK Ltd very own used car parts online database - Carparts-UK.com.
Selling Features
- Easy to Use Selling Screen - more...
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- Minimize keystrokes to allow more time for selling, not searching for the needed information.
- Vast amount of information available on one screen increasing sales by providing quick and total information to salespeople.
- 80-character description field allows you to be specific about features or damage.
- Quick orientation for the newly hired salesperson.
- The order of look up will be Year, Model, Part, following the order that is most commonly asked as well as most easily remembered.
- Easy access (by the use of F-keys) to other modules in the computer, such as e-mail, car files, sales history, price changes, etc. gives the salesperson information they need to close sales.
- Used parts and new parts are clearly defined but appear on the same screen eliminating the need to search for new parts.
- Easy access to parts from other URG members via URGNET™
- Last 4 sales of this interchange will be displayed with customer name, amount paid, A-B-C grade, invoice number and salesperson name. This provides the salesperson with valuable information; especially when quoting a price for a part not in stock at the time.
- The last 4 quotes are displayed showing who quoted it, how much, quote number, and the customer's name giving the salesperson even more information when selling parts.
- Request history for that interchange is displayed in bar graph form providing a quick look at the "trend" of requests so that the salesperson can make a more informed pricing decision.
- "Status field" that explains the disposition of that particular part provides instant information to the salesperson. There will be a F1 Help key that will explain each status code.
- Account close rate is displayed (the ratio of quotes to actual sales for the account chosen) and helps qualify "shoppers" vs. "buyers".
- Sales suggestions are displayed to assist the salesperson in determining how to price the part (i.e. Sell It, Good Price, Not Exact Interchange).
- Interchange notes as well as "not exact interchange" notes and "user interchange" are displayed at all times for easy reference.
- Not exact interchange will be separated from exact interchange items by a line eliminating the accidental use of "not exact" interchange items.
- When an item is not in stock, the computer can reference any related assembly allowing the salesperson or management the opportunity to take the needed part form a slow moving assembly thus saving the sale. (i.e. when a mirror is not in stock, doors will be displayed that have been in stock over a user-defined number of days.) If no assembly is available or it is not part of an assembly, then URGNet® will automatically appear.
- You will have the ability to easily "undo" or move back one step.
- Easy to use, easy to teach. No need to memorize numbers or special codes to look up the correct part or vehicle. Choose the corresponding letter associated with the part then start typing the vehicle name and when enough letters are entered to identify the vehicle, you are looking at your inventory.
- Two price fields to be used as you see fit.
- Items on the screen will be sorted first by the parts that are off (dismantled), then by the oldest item in stock.
- Easily take a deposit on part and the part no longer shows as being in inventory. The deposit amount is posted to that day's total receipts but the sale is not posted until paid in full.
- From the sales screen, one key will take you to the Main Vehicle Record (MVR) that contains a quick history for the vehicle number that includes past sales and deletions. (see: Main Vehicle Record for more detail.)
- From the sales screen, one key that will display all the parts inventoried for that vehicle.
- At the Sales screen you will be able to narrow your search and interchange options by entering specific information in a Search field. (i.e. enter 3.0L and only interchange options for the 3.0L will display. Great for items like Ford driveshafts that have 135 choices.)
- Upon entering the year, only models made in that year will display. (i.e. if entering 88 then ACC, an Accent will not show because it was not available in 1988)
- User defined price field names. (i.e. you can name them Retail/Wholesale, High/Low, Insurance Quality/Medium Grade, etc.)
- List price will be shown for that interchange item giving the salesperson valuable pricing information.
- The last look up stays defaulted to allow quick review and quick look up of related parts.
- Be able to look up another interchange directly from the sales screen by merely typing in the next interchange number (i.e. when the interchange notes say 1453 also fits, just type in 1453 and it takes you directly to those parts).
- Due to the enormous amount of information available here, the user will be able to decide whether or not to have it display one screen or to divide it in two and access the second portion via toggling.
- Various search methods will be available to look up parts. You can look up a part by:
- 1. Year, Model, Part
- 2. Tag number
- 3. Barcode scanning
- 4. Stock number
- 5. Interchange
- 6. Year range
- User defined, pre-calculated warranty prices will appear on the screen for each part chosen. As you scan through the parts, the price with warranty is displayed for each. Fields are available for the Gold, Silver, Platinum, and Labor warranty charges. All are user defined to reflect your own names and calculations.
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- A-B-C Grading - more...
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- Computer automatically grades parts A, B, and C.
- Gives salesperson quick quality evaluation of part.
- Makes buying from other URG yards easier and more accurate.
- "A" parts are premium parts and are the only parts submitted to the ARA database.
- "C" parts are ignored in reports and do not count as an in-stock item or as a Lost Sale giving you more accurate recommendations and reporting.
- Only "A" and "B" parts go out over the URGNET™ giving you confidence when buying from another URG member that you are buying "URG Quality".
- "C" parts are ignored in the formulation of reports. For example, the part evaluation report that determines recommendations ignores "C" parts so you can buy more "A" & "B" parts.
- ARA damage codes are supported but not required.
- Body parts are graded as:
- A = 1 hour or less
- B = 1 hours to 2.0 hours
- C = > 2.1 hours
- Assemblies such as front and rear clips would allow up to 3 hours for an A and a maximum of 6 hours for a B grade.
- Mechanical parts are graded based on model, year and miles allowing for reasonable yearly use.
- A list of objectionable words is used to describe mechanical parts so that if, for example, a low mileage transmission has a "broken" ear, it will be classified as a C part and will not be used in any of the evaluations of that particular interchange.
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- Status Codes - more...
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- A one letter code that quickly tells the salesperson the "status" of that part. (i.e. off site, in Hold area, in warehouse, etc.)
- By using location or function performed, the computer automatically updates this status as the part moves, eliminating manually changing the status.
- A drop down window will explain each of the codes.
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- Quote System that Increases Sales - more...
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- Easy to use quote system that will track quotes by salesperson, shop and Insurance Company.
- Direct access to e-mail or fax that will generate a form letter with pertinent information. Salesperson will be able to transmit this form to the customer, automatically providing a terrific follow-up and more closed sales.
- Can automatically print and send cards or letters for all quotes in a specific period.
- Provides an area to list activity on a specific quote in order to track follow-up and other discussions about that quote.
- By utilizing the parts and pricing available on the URGNET™, the salesperson will be able to quote more parts resulting in increased sales.
- Quotes cannot be deleted but additional information can be added.
- Computer gives timely reminders to salesperson to follow-up on active quotes resulting in more closed sales.
- Quotes are either active or inactive. Once the part on that quote is sold, it becomes inactive and no longer appears on the sales screen and in the list of quotes for that interchange. However, the quote number can still reference it. This cleans up the screen for business at hand.
- When changing the status of a quote from Active to Inactive, a drop down box with reasons will appear giving you a way to track what has happened with quotes. You will be able to see how many quotes turned into sales, how many were lost to competitors, etc. Reasons include:
- 1. Number of days expired
- 2. Part was sold
- 3. Customer bought part from another supplier
- 4. Vehicle was totaled
- 5. Shop doing estimate only
- You can track quotes by Insurance company and have the end user's name (i.e. body shop, dealer) all on the same quote and both accounts will show on the screen.
- Report capability gives the salesperson or management summary information on quotes by date, salesperson, company quoted, end user, dollar amount, etc.
- Monitor and print out quotes and be able to verify callbacks are being performed.
- The quote screen will reference the actual part quoted as well as the actual part that was looked up. (i.e. when referencing that quote, the 91 Talon engine that was quoted will display as well as the look up of the 91 Eclipse)
- Quotes that are changed will print on the Daily Management Report providing management with follow-ups being done by salespeople.
- Access quotes by looking up an account and see all active quotes for that customer.
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- The Internet and URGNET™ - more...
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- Easy access to the Internet as well as other yards inventory via the URGNET™ gives you a huge inventory from which to sell.
- Send and receive e-mail to suppliers and customers. E-mail can be addressed to specific persons at an address with multiple people.
- Quick and accurate access to other URG member's inventory gives you thousands of parts to sell. Plus standardized grading and descriptions assure you get what you wanted.
- Linked with the URG Shopping Mall providing opportunities to reach customers from around the world.
- Here are two uses for URGNET™
- 1. Send and receive messaging between URG members (over our "intranet")
- 2. Swap live, actual inventories nightly.
- User defined choice of which price fields you want to display on the URGNET™. Also have the option to have the price be adjusted up or down by a user defined percentage in order to cover freight or to give URG members a discount.
- User defined order of yards and regions you want to show on the URGNET™. Allows you to put yards that are close and you have good relationships with first.
- User defined "Black List" for the yards you do not want to see on URGNET™
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- Purchase Order System Linked Directly to Sales - more...
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- Pinnacle™will generate a P.O. without leaving the sales screen.
- Will generate an incoming part tag with valid information that can be printed and attached to arriving part.
- Reports available to determine net margins on brokered parts by salesperson give you valuable information to track sales performance.
- P.O.s ask for a vehicle number when parts are purchased to replace our own bad part or add to an assembly. The value of that purchased part will show as an adjustment to the total sales for that vehicle and be used in the calculations of the margin for that sale. (i.e. buying a grill to complete a front end assembly, the cost of that grill will come out of the vehicle's total sales and will come off the "listed" price when figuring deviations from price).
- Five types of P.O.s assure correct posting in the accounting package.
- 1. Parts for resale
- 2. Parts for building an assembly
- 3. Supplies or equipment
- 4. Parts for stock
- 5. Commission
- Certain fields must be filled in to prevent having incomplete P.O.s.
- P.O.s will be modifiable to adjust for damage, incomplete parts, etc.
- The P.O. number will automatically print with the corresponding part on the invoice so that there is a quick reference as to where the part is coming from.
- P.O.s can be voided but remain in the system for later reference.
- A returned parts area for parts that are being returned, asking for information such as who they talked with, who pays freight to return, and whether or not they are sending another part to replace the bad one.
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- Workorders - more...
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- Allows for a smooth work flow and system checks so Workorders do not get lost in the system, leaving the salesman more time to sell and the parts puller, warehouse person, and shipping and receiving persons with fewer question.
- Workorders are assigned unique numbers that can be tracked. When a Workorder is modified it is given a letter designating each change.
- Find current Workorders by number, customer, or part.
- Prints alternate parts on Workorder that have the same interchange in case a missing or misidentified part can be substituted with another quickly and without going back to the salesperson to start over. An area on the Workorder is noted and given to the appropriate person to resolve the discrepancy.
- If a part is found to be misidentified or missing, an area on the Workorder is noted and the part is given an "Needs Resolution Status". The part is then resolved eliminating having the same problem again.
- When selling a part not in the computer (Extra Sale) the location of the vehicle in the yard will show in the location.
- Notes can be added to the Workorder for use by production people, which will not print on the invoice. (i.e. make sure it has the GT molding)
- Easily change the description of the part that prints on the invoice.
- Workorders are different than invoices, and are clearly defined as such, to eliminate the problem of a Workorder being used like an invoice.
- A label can print with the Workorder, which is then put on the part. This label contains important delivery information. The label has an "URG Quality Assurance" area printed on it giving proof to the customer that the part was checked and meets URG Quality Standards.
- Workorders will stay in the system for a user defined period of time.
- The complete description will display on the Workorder, providing the parts puller an opportunity to confirm the part is as described.
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- New Parts System - more...
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- A complete new parts system is integrated into the used parts system.
- This module incorporates the new parts into the used parts sales screen, but retains it's integrity as a system in itself, providing sales history, vendor prices and recommended stocking levels.
- When ordering new parts, management has all used stock levels at their fingertips.
- Allows you to use interchange and vendor part numbers for ordering purposes.
- Allows user "alternate indexes" like NAGS or Modine numbers.
- Standard descriptions for new parts allow you to enter parts with minimal input. No need to type a lengthy description and search for an interchange. Just enter the part number or check the item off the P.O. and it is done.
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- Invoicing - more...
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- Invoice directly from the Quote screen or the Sales screen.
- Notes appear on overdue accounts at the time of invoicing.
- Invoice labor and print Workorder authorizations for installations.
- Warranty information for the appropriate warranty will print on the invoice (i.e. if the Gold Warranty is sold, the details for the Gold Warranty will print).
- Print standard warranty information on each invoice.
- Print messages specific to your business on each invoice.
- Re-inventory returned parts easily during the return process, including printing a new parts tag. A standardized reason will need to be given for the return.
- VIN numbers can display on the invoice. Also Pinnacle™ will print VIN numbers for Extra Sale items that were not inventoried but refer back to a vehicle number.
- Will not let you Extra Sale a part that is in inventory and even better, will not let you sell a part from an assembly that is in inventory. (i.e. selling a mirror off a good door in inventory) The salesperson would need approval to override this and still sell it.
- Will not let you sell a part twice unless it has been re-inventoried.
- Automatically prints specific customer information on invoice like "written PO required", "go to shop in rear", etc.
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- Credits and Returns - more...
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- Easily reference an item on an invoice in order to return or credit that part.
- Apply a restocking fee if necessary.
- From the credit or return, immediately add the part back into stock with the same description (or modify it if different) and print a tag.
- The computer will automatically verify that the price being credited is not higher than the invoiced price. It also checks the stock number's history to make sure the part being credited was actually sold as well as making sure it was not already credited.
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- Imaging (Digital Pictures) - more...
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- Wheel Images Easy access to an actual oem wheel image of that "interchange" so that the salesperson can describe specific features of that part to ensure the proper part is being delivered. This would be a picture of
- Easy access to an actual image of a "specific part" (i.e. pictures showing different types of moldings) in your inventory so that the salesperson can immediately identify certain features or damage to ensure the part is being delivered as described. This would be a picture of a specific part (i.e. a door showing the molding, style of mirror, and damage).
- A blinking "I" next to the interchange choice will notify the salesperson that a digital picture is available.
- Images can be selected and "blown up" for more detail.
- Images can be transmitted via E-mail or fax to other URG members or customers using standard software.
- Up to 8 images of the entire vehicle will be available; to show all angles, interior, moldings, etc. These are accessible from the sales screen when looking up any part on a given vehicle.
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- Operating System/Links to other Software - more...
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- The Pinnacle™ System is written in a Microsoft FoxPro database. Users are welcome to utilize off the shelf Windows software packages to accomplish their goals. Any data can be transferred out of the system easily.
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- US - Interfaces with all major trading networks
Inventory Features
- Interchange - more...
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- ASA licenses Hollander interchange through URG for all of it’s clients
- Unlike our competitors we install the interchange off working hours no CD’s required. We update all users within a 30 day window this URGnet data the most accurate in the industry.
- Resolutions are done through a user friendly utillity
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- Enhanced Stocking Level Recommendation - more...
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- Advises you of the quantity needed to help eliminate "over stock" situations.
- Pinnacle™excludes high mileage and excessive damage parts from the stock level calculation to make the figures more accurate.
- The close rate for a "part type" (i.e. all engines) is considered along with the close rate for this "particular part" (i.e. 94 Cav 2.2L) resulting in a more accurate recommended stock and price level.
- The user can define the number of days of inventory they want in stock.
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- Barcodes - more...
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- System will have barcode and wireless, real time (RF) capabilities. This eliminates a lot of steps we currently use to tag a part and place on the shelf. This will also provide for greater accuracy by eliminating human error and in the case of RF, all parts will be located in real time. Inventory accuracy will be at an all time high creating a positive influence on the sales staff and customers. Eventually fewer man-hours will be spent "checking on a part".
- Quick inventory reconciliation - scan the part, scan the location, and the computer confirms or prints a report of missing parts and parts in the wrong location. The user has the option of accepting the new location of the misplaced part or physically going back and putting it in the correct location.
- When warehousing parts, scan the part, scan the location, then load into computer saving hours on inventory input.
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- Pricing Functions - more...
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- Automatic Pricing System - A user definable option that will automatically price parts based on stock levels, sales history and request activity, at your option. This is an easy way to maintain prices on parts.
- A screen will automatically display all parts that have request activity, but do not have a standard price level in the price file.
- Easy to use price maintenance system for parts that are not automatically priced. Pinnacle™ provides you with all the needed information to make an informed pricing decision on those parts you do not want the computer to automatically price, ranked by order of importance.
- The user can choose to see only those parts that have not received price updates within a user defined number of days. This minimizes reviewing the same pricing issues again.
- The user can also choose to see exacts, non-exacts, or all interchange choices.
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- Bidding - more...
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- An easy to use hand held device ("Pinnacle™ Pad") gives buyers all the information they need to make informed bids. It can be used at auctions to provide you with accurate up-to-date information, allowing you to purchase profitable vehicles and perhaps even more important, NOT purchase the non-profitable vehicles.
- All the pertinent information is available to the buyer when building a bid.
- Buyer profitability reports are available for you to track the effectiveness of individual buyers.
- The Pinnacle™ Pad provides an area for buyer to input what the vehicle actually sold for, whether you purchased it or not. This is good information for following up on buyers and analyzing your bids.
- Pinnacle™ Pad has a color screen, Pentium processor and 1.2 GB hard drive, enough space to include your actual inventory.
- On Screen Bidding - Many of us bid at our desk or have employees bid "off the street" cars. You will have the same tools and information that is available on the Pinnacle™ Pad, on your desktop.
- Print list of bids that have been figured for a specific sale so that they can be faxed or given to a buyer. Also you will be able to save this record to review later and even get a "success ratio" of "vehicles bid on" to "vehicles purchased" to determine which sales are your most profitable.
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- Main Vehicle Record (MVR) - more...
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- Easily accessed from any screen in the system by using a Function key.
- Contains all-important information on the vehicle.
- Up to 8 pictures available for each vehicle allows visual detail on damage, interior, rust, color, moldings, etc. A pop up box will ask you which images you would like to see.
- The stock number for new vehicles will be computer generated and can consist of up to 8 digits. Due to the vast information available, there is no need to "code" important information into the stock number. However, a yard will be able to use their own numbering system if desired.
- Upon entering the known information about the vehicle, a check list sheet can be printed that will be used by the tow driver to confirm the parts as well as give more detailed information about the vehicle.
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- Streamlined Inventory Process - more...
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- Pinnacle™ is designed to help you spend less time in inventory, make more accurate stocking decisions, and have parts in the computer faster.
- VIN decoding will aid in providing a more accurate list of usable parts.
- Inventory person will have a detailed sheet that provides a wealth of accurate information that will aid in their decision process.
- Shows a recommended stock level for each part that is figured by how many of this part is needed, based upon sales, requests, and how many days of stock you want on hand (see Enhanced Stocking Level section for more information).
- Inventory persons will have at their fingertips the quantity, condition, locations, prices and pricing recommendations, stocking recommendations, and sales history providing them with all the information they need to make an educated decision.
- User defined order of inventory on the inventory sheet makes it easy for you to take the steps in the order you are comfortable with and is most efficient for you.
- Customizable inventory sheet providing you with the list of parts you want to inventory on a specific type of vehicle. (i.e. build different lists of parts for front wheel drive vehicles, 4x4, van, etc.)
- Computer calculated recommendations as to what to do with that part. (i.e. Pull Now, Pull, Inv. Only, Surplus etc.)
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- Parts Input - more...
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- Quick and easy method of entering parts after the inventory process using line numbers.
- Access to the "Price Changing" module from this screen so price adjustments can be made while entering the part.
- Keeps a running list of parts that have already been entered to prevent double entry.
- Cannot change location of an unresolved part, "forcing" the part to be resolved.
- When moving the hulk to a yard location, all the parts that were to remain with the hulk are automatically moved to the hulk's location.
- After a user defined time period following dismantling, a report will show parts that have not been located.
- When entering a part that can have more than one for quantity (i.e. wheels, wheel covers, etc) the computer will ask how many.
- Part tags provide an area for the URG Quality Assurance. As part is dismantled, located, and pulled for delivery, boxes on the tags are checked and signed providing several layers of quality control.
- As an assembly is added, a pop-down window will show all parts that make up that assembly and damage will be shown for the corresponding part using the ARA body collision codes. These parts with damage will display in the description field on the sales screen.
- Location changes will easily be done by listing all the parts inventoried for that stock number then merely checking off the parts to be moved, the new location, and moving them in bulk.
- When deleting parts, a range of locations is entered and all parts in those locations are deleted. Great when scrapping entire rows in the yard or entire shelves in the warehouse.
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- Assembly Tracking - more...
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- Consistent assembly tables throughout the Pinnacle™ system give salespeople confidence that assemblies will be complete.
- When searching for part of an assembly, (i.e. door mirror) that is not in stock, Pinnacle™ will display any in-stock assembly (i.e. front door) that has been in stock for a user defined number of days, enabling the salesperson to break-up an assembly if profitable and permitted.
- You will have the option to inventory the parts AND the assembly and if either is sold Pinnacle™ resolves the change in inventory.
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Production Features
- Shipping and Delivery Module - more...
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- A lot of time can be gained here as well as accuracy, happier customers and a smoother work flow, all allowing the salesperson to sell more and deal with fewer problems.
- As salesperson sells a part, the account information will determine the delivery zone and appropriate delivery truck, providing a neat easy to read manifest for delivery.
- Manifest will help drivers, by providing basic instructions, as well as verification for COD's and amounts collected.
- This report has fields where you can collect information, such as miles per day, stops per day, etc.
- Other information and requests can be added to the driver's manifest (i.e. pick up tanks at welding shop, etc).
- The routes are easily modifiable by merely dragging a delivery from one route to another.
- Salespeople can look at a route during the day for customer inquiries and can note any line of the route sheet as being delivered if they have spoken to the driver. This allows other people to see how the route is progressing.
- Undelivered parts can be forwarded to another day.
- Provides tracking of incoming and outgoing shipments
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- Detailed Dismantling Sheet - more...
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- Clearly spells out what is to be done with each part.
- Lists parts that could not be correctly identified during the inventory process, so the item can be correctly resolved by the dismantler.
- Provides an area for special notes, specific to dismantling of this vehicle.
- Pinnacle™ keeps track of which parts were sold after inventorying, but before being dismantled, so they will not show up on dismantling sheet.
- Provides record-keeping areas for items such as time it took to dismantle, quantities of fluids removed, compression data for engines, batteries, tires, etc.
- Prints the entire description field to provide another check on the accuracy of the descriptions, which is part of the URG Quality Assurance Program.
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Management Features
- Accounting - more...
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- Recyclers can send daily detail to an "off-the-shelf" accounting package like Quick Books Pro or to a spreadsheet like Lotus or Excel.
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- Accounts Receivable System - more...
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- End of the month reports showing past due accounts for a user-defined period. Included on this report will be invoice number, part, P.O. number, payments made, amount of sale, phone number, fax number, etc. This gives the collection person all the information they need.
- Month end Statements include all the information needed for your customers to pay the statement (i.e. invoice number, PO number, description of part, etc.) There will be no need to reprint detailed invoices of each transaction to send with the statements.
- Applying payment is as easy as checking off the appropriate invoice to apply the payment. No need to type repeated information or long lists of numbers.
- Multiple statements will be available for companies using multiple names and locations
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- Extensive Management Reports - more...
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- Live, real time data on vital numbers. See total sales, percentage not in stock, etc. as they happen, no need to build reports.
- Numerous pre-programmed reports are available to help you make better decisions.
- Also, data from the many reports provided can be exported in a number of formats like Excel allowing you to format the data to your needs allowing to watch or evaluate certain aspects of your business.
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- Accurate Account Information - more...
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- You can access the Account files from almost anywhere in the system.
- Pinnacle™ provides you the ability to track an individual account's close rate (quotes to sales) giving you the customers that make you money as
- Account set up is standardized so that all accounts are set up alike making direct mail marketing more efficient and accurate.
- During set up, a customer's business type will be selected. This will help in target marketing your customers.
- Sales history is gathered for a user defined time period allowing you to see who are your best and worst customers.
- Ability to enter accounts with more than one location but common ownership. Also, you will be able to include and track all the DRPs (direct repair shops) for an insurance company.
- Allows information on the account that does not print on invoices, but shows on the screen (i.e. too many bad checks, cash only, etc.).
- An area to put code numbers or other references to the account (i.e. C1804 for Orion).
- Tax Exemption area in each account for their tax-exempt number as well as an area for their expiration date, so that a report or post cards can be produced requesting their new information.
- Be able to track sales history for individual customers that are linked with a franchise (i.e. Carstar, Midas, Goodyear) in order to give special discounts.
- Be able to give your best customers a discount for volume purchasing
- Generate reports of customers with increasing or decreasing purchases, based on a user-defined period of time, type of business, etc.
- Any new additions will show on the daily management report for review.
- Management approval can be applied to change any account to a charge account.
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- Password Protection - more...
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- Pinnacle™ utilizes the same operating system and password protection that is used by government agencies.
- Each recycler will be able to control who has access to files and screens. The persons Password will determine if the lookups will be logged as a request, not the terminal.
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- Software Improvements - more...
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ASA is continually growing it’s product through customer generated enhancements. Customer enhancements can be forwarded through a simple utility within Pinnacle. These requests are collected and logged at ASA which then forwards them to the Computer Features committee for review. The CFC committee is made up of 6-8 Pinnacle users who volunteer their time for the project.
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Contact us now to learn how Pinnacle can assist you in managing your business and increasing your revenue.