Axpert Dealer Management System

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A comprehensive, web-based Dealer Management System (DMS) for automotive dealership networks. Powered by Axpert technology from Agile Labs. Easy to customise,extend and keep it evergreen.

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Axpert Dealer Management System

  1. 1. Modules Portal (Dashboards, Knowledgebase Upload/Download) Workflow Management (Task Management) Sales Service Spares •Lead Management •Campaigns •Define Parts •Sales Order Management •Appointments •Acquire Inventory •Inventory Management •Quotation •Receive Parts Interfacing with •Targets •Job Order •Workshop Related OEM Systems •Claims •Parts Sales & •Manage Inventory rd party Accounting 3 CRM Systems •Follow-up •Complaints Management •Customer Satisfaction Index Decision Support (MIS Reports & KPI)
  2. 2. Feature list Pre-Sales Define Parts Service Campaigns Service Sales Spares •Sales Team •Part Master •Registration •Consumer schemes •Store Master •Invitation •Lead Acquire the Inventory Service Appointments •Lead Creation •Suggested Order Qty. •Creation/Re-schedule/Cancellation •Assign / Un-Assign •Purchase Order Service Quotation •Lead Follow-up •Demo Receive the Parts •Generation •Demo Requisition •Goods Received note •Approval •Demo Vehicle Tracking •Purchase Return Job Order •Demo Feedback •Parts Claim •New Job Order •Events Stock Transfer •Job order amendment Sales Order Management •Stock Transfer Indent •Job order closing •Sales Order Booking •Stock Transfer Issue •Job order cancellation •Vehicle Allotment / Un-Allotment •Stock Transfer Receipts •Job Bill •Vehicle Invoicing •Inter Store Transfer •Repeat Job Analysis •Sales Certificate (Form 21) •Bin to Bin Transfer Claims •Vehicle Delivery/Gate Pass Workshop Related •Free Service Claims Inventory Management •Part/Workshop Requisition •Warranty/ AMC Claims •Purchase Order •Workshop Issue •Misc. Claims •Vehicle Receipt (GRN) •Workshop Returns •Defective Parts Dispatch •Vehicle Return Part Sales •Credit / Debit Notes •Stock Transfer •Pro-forma Invoice •Stock transfer Indent •Customer Order •Stock transfer Issue •Counter sales •Stock transfer Receipt •Counter sales return Target Settings Manage Inventory •Branch wise Targets •Physical Inventory •Sales Executive wise Targets •Stock Adjustment •Kitting / De-kitting
  3. 3. MIS Reports • Lead Tracker • Daily Billing • Spares MIS • Target Vs Achievement • Daily Retail • Retail & Inventory Report • Daily Stock • Inventory Analysis • Delivery Status Pre-sales Sales Spares • Top 25 Failures • Post sales customer concerns • Workshop Performance • Post service customer concerns • Monthly Performance • Customer Satisfaction Index • Warranty Claim Summary • AMC Expense Summary • Billable Type wise Analysis • Claim Category wise Analysis Service CRM
  4. 4. KPI Reports • Conversion Ratio • Parts Retail (%) • Billing Plan Vs Actual • Parts Off take (%) • Retail Plan Vs Actual • Same day delivery rate • Time estimate adherence rate • Cost Estimate adherence rate Sales Spares • Repeat Repair Rate • Capacity Utilization • Warranty Retention rate • Effective PSF Call rate • Customer Satisfaction Index Service CRM

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