A front-end utility where a user can customize their screen based on their job function. Salesmen can show all of their open quotes, workorders, invoices, purchase orders and more to manage the flow of their workload. Inventory personnel can display all of their vehicles that haven’t arrived and vehicles that need to be inventoried. The control center is instantly updated.

Options Available:
Call backs, COD’s, Invoices, Dynamic Stats, Unpaid Deposit Invoices, Purchase Orders, Credit Purchase Orders, Quotes, Unconfirmed Work Orders, Old Work Orders, Customizable Sales Order, Customizable Invoice Order, Vehicles Not Arrived, Vehicles Not Inventoried, Vin Decoder, Customer Balance, and Payments Received.

Show Stats - View all the customer information before looking up the part. It displays Invoice History, Quote History, Balance, $ Sales, $ Credits, # Requests, # Quotes, # Sales, # Credits, YTD Sales, Avg Sales, and Balance. A quote or invoice can be viewed by double clicking on it.
Additional Search Options - Stock number and part type, location and part type, part type, pinnacle part code and interchange, and part id are new search options available.
Log Searches - A search can be checked to log or not log at the time of the part lookup. Security can be set for this.

Additional Columns:

1. Location – View the location of an inventory item or the location of a PinnacleNet part.
2. Images – Displays binoculars when the stock number of the part has images attached to it. Clicking on the binoculars brings up the first image of the vehicle. The user can go to the vehicle to view the remaining images.
3. Resolution. – If a part is in resolution the column is highlighted in red. If the user mouse’s over the column it will bring up the reason it is in resolution and if there were additional details added to it. There is a new preference that can be set to choose if a part in resolution can be sold.

Customize Columns - Right clicking on a column heading allows a user to choose which columns to view or hide. It also gives the option to auto resize just a column or all columns.
Real Time Networking – PinnacleNet parts are automatically updated if they are sold, deleted, modified or entered into the system.
Instant Messaging – Users may instant message within a yard or other PinnacleNet yards. When in the search results screen there will be an option to instant message a user in another PinnacleNet yard to inquire about a specific part from them. The instant message is sent to the user with the details of the part. The user will be able to easily look up that part by clicking on the link within the instant message. This will make buying and selling each others parts faster and easier.
Remaining Partner Parts – PinnacleNet displays a default number of search results. If a user would like to view more than the default setting the user can select Remaining Partner Parts and it will bring up the rest of the PinnacleNet parts.
Vehicle Parts – If highlighted on a part in inventory a user can select Vehicle Parts and the remaining parts for that mvr can be viewed and included on the order.
Edit MVR – An mvr can be viewed and edited based on security.
Part in Resolution - If a part is in resolution a user can edit the part and clear its resolution. Security can be applied to this.
Open Workorder – If the selected item is on an order that workorder can be opened and modified.
Open Quote/Invoice – Can open a quote or invoice that is displayed in the quote or invoice history. The quote can be converted into workorder/invoice or an invoice can be credited if needed.
Preference - New preference added to choose to view exact or non-exact parts on PinnacleNet.

Quick Quote - This makes quoting a part quicker and easier because it saves the quote without having to open it. The quote number is immediately displayed to the salesmen.
Converting Orders – Easily convert a quote into a workorder and a workorder into an invoice. It is just the click of a mouse to convert an order.
Quick Customers - Can add a quick customer to an order with the option of displaying them in the phonebook. There are ways to find orders by hidden customers.
Default Payment - The type of payment will default based on the shipping/delivery method chosen. This is a preference.
Search for Replacements Parts – This new feature will automatically search for all of the parts on an order and then selecting a new part with allow you to replace or add that part to your order. This is a great feature when the quoted part is no longer available for sale.
Packing List - Have the ability to print a Packing List. It is a copy of the invoice without prices.
Order History – Each order has a history log. It allows you to view previously saved versions of the order and attach a note to that order. It also documents when orders are delivered.
Email - Can email a quote, workorder, invoice or report.
Customized Layouts - Each user has the ability to design their layout for the order and purchase order screens.
Function key “F5” – Easily open up an order by selecting F5 and entering in the order number.
Access Orders – Can open a purchase order from the workorder screen and vice versa.

MVR History – Documents changes made to the mvr and who made those changes.
Vehicle Status – In an mvr there is a status bar that will automatically put a check mark next to the inventory process that has been done.
Images - Easily add images to an mvr by saving the images on your computer and uploading them into the mvr.
Numeric Stock Numbers - May edit a numeric stock number after being saved.

Part History – Keeps track of changes made to a part and who made those changes.
Advanced Criteria Searches – Under the inventory menu different searches can be selected and it will automatically populate vehicles that match the criteria chosen.
Find MVR – Is a quick way to search for a vehicle or vehicles. There is also a text filter which can be used to narrow down the results. The columns can be customized by right clicking and choosing which columns view or hide.
Modify Part – Can edit parts in inventory, view deleted parts and restock them, and view sold parts and open up the invoice to view or credit if needed.

Dates – An ordered and expected date can be set. This makes it easy to monitor when parts are expected to come in.
Credit PO’s - A credit purchase order can be created and marked completed when the money is received.
Undo Complete – After a purchased is completed and modifications still need to be made it can be changed back to an open purchase order. Security is applied to this.
Pending Inventory – Can easily find parts that have not been ordered or received in the system.

Customer History – Displays changes made to an account and who made those changes.
Auto Allocate Payment – When taking payments on an account there is an option to auto allocate payment and when selected will automatically allocate the payment to the open invoices.

Updated Reports/New Reports - Stock Summary Report, Sales Transaction Report, Deposits Paid, Unlocated Parts, Parts Sold, Sales by Screen Suggestion, and Purchase Order Detail Report.
Security –Advanced security features can be applied to different screens.
Pricing – Update part prices and round your inventory prices easily thru the pricing module.
New Jim Counts Reports – Buyer Quick Reference, Sales by Suggestions and Payroll Report, Projected Sales Report, Vehicle, Part Sales by Quarter, Sales Report, Pre Crush Analysis, Sales by Part Age, Actual vs. Proj. Sales, Part Evaluation (B4), Quick and easy budget, and Days to break even.
Order Wizard User Settings – May choose which questions are prompted when selling a part.
Remaining Parts Report – This can now be run by a particular stock number.
Pinnacle Pad – When a defined parts list is modified it will automatically update the vehicles it is attached to when a new download is generated.
Switch Look and Feel – Can change the color displayed on the search results screen for inactive text, inexact interchange, PinnacleNet parts, inexact PinnacleNet parts, extra sales, brokered parts, and parts in resolution.