DealerMatix DMS (Dealership Management System)

Highlights

• DMS Pre Sales: ✓ Lead, Opportunity & Quotes ✓ Product Configurator ✓ Custom Quotes with Schemes, Discounts, Contracts ✓ Auto Lead Generation with AI and Analytics ✓ Recommendations for products, schemes ✓ Partner Onboarding and Lifecycle Management
• DMS Sales: ✓ Sales Order for Products & Parts ✓ Subscription Management ✓ Contract Management ✓ KYC Documentation, Credit Check ✓ Finance and Insurance Aggregation ✓ Payments and Invoices ✓ Deliveries Management
• DMS Service: ✓ Capacity Planning With Resource and Bay Tracking ✓ Service Leads, Service Requests With Estimates ✓ Service Appointments ✓ Repair Orders ✓ Invoices and Payments ✓ Field Service with Route Planning ✓ Recalls and Service Campaigns
• DMS Inventory: ✓ Multiple Branches and Storage Locations ✓ Serialised Products, Lot Management ✓ Fulfilment Order With Auto and Manual Allocation ✓ Inventory Transfer Between Branches, Locations ✓ Cycle Count ✓ Stock Adjustment ✓ Stock Valuation
• DMS Procurement: ✓ Auto Purchase Orders based on Min Max, Forecasting, Replenishment ✓ Requisitions, Purchase Order ✓ Track Shipments from OEM ✓ Goods Receipt Using Mobile Phone ✓ Excess, Shortage and Damage tracking with RMA and Claims
• DMS Rewards: ✓ Schemes: On Invoice, Per Period, QPS ✓ Scheme Recommendations on Sales Order, Quotes, SFA App ✓ Auto Schemes: AI Recommended Schemes ✓ Incentive Plans ✓ Compensation Slabs ✓ Performance KPI tracking from Internal and External Data
• DMS Finance: ✓ Banking: Reconciliation of bank transaction with system ✓ Invoices and Payments with Adjustments ✓ Bills and Expenses ✓ Receivables and Payable Management ✓ Journals ✓ Financial Reporting ✓ Tax Setup and Management
• SFA: ✓ Visit Plan: Customised Plan with Visit Task and Activity Templates ✓ Route Planning ✓ Delivery VAN Management ✓ Schemes and Incentive Integration ✓ Appointment Management ✓ Native iOS and Android App ✓ Offline App with Store and Forward
• DMS Claims: ✓ Claims: Manual and Auto Claim Generation ✓ Schemes Reimbursement Claims ✓ Warranty Claims and Service Contract Claims ✓ Excess, Shortage and Damage Claims ✓ Reimbursement or Item to Item Reconcililation ✓ Claim Invoice with Credit Note