Advantage Showroom Enhancements and Updates
To view Oasis eFM (Electronic Finance Menu) enhancements & updates please click the link below:
The latest releases of Advantage Showroom includes these features:
Version 3.221.0131.0929 includes:
- Significant Custom Security Enhancement. We will contact you directly to review. You can now define custom rules by login, on top of Role.
Example, have a salesperson that can see vehicle cost, other salespeople’s deals, but not front-end and back-end profit.
The rules will also turns on and off the profit display on the bottom of the loan and lease screens
- Added ability to put in a percentage to calculate backend bonuses for Salespeople.
- Added a flag to the adjustment record to allow you the ability to pick and choose which adjustments coming from Accounting are to be part of the vehicle cost
in Advantage which are too be excluded. The totals in the bottom of the Adjustment selection window now show these totals and new Base Cost. The new totals
created by excluding the adjustment will become the new values on the vehicle throughout Advantage.
- Manually added factory options can now be added with no MSRP.
- Added the ability to attach a customer as the Previous Owner of an In-Stock Vehicle, in ‘Misc. Information’.
It is automatically added when we bring in a vehicle as a trade, or can be user entered or updated (and reported on).
- Added a Recheck of fees when changes are made to the Vehicle Trim when adding a vehicle to inventory from a quote.
- If PMA or Holdback are changed on a vehicle attached to an opportunity, the numbers in the opportunity will be updated.
- Incentives buttons are now displayed on Payment Options form to users who have rights to see incentives. They are unique to each Deal scenario (Cash, Loan, Lease)
- The adjustments.txt file is recreated on each running of the ACS Ro Check.
- New Inventory Reports. Including: Inventory – ‘Vehicle List Cars by Segment’, ‘Vehicle List Trucks by Segment’ and ‘Inventory - Aged incl Cost & Flooring’.
January 23, 2012
Check Out the New and Improved Oasis Custom forms!
There are several new and improved Oasis Customized forms that have been developed to improve the process of the vehicle sales transaction.
These forms are currently available in Advantage Showroom and will print out unique information based on the individual deal.
- Trade-In Inspection: This vehicle form assists in the walk-around and appraisal of a potential trade in, including an inspection section.
It gives information for the appraiser to make an educated valuation decision on the vehicle. It also has fields that can assist in the input of this vehicle into inventory. (see example below)
- Insurance Slip Request Fax: Pre-fills in the cover-sheet to send to the customer’s insurance company, includes, customer, vehicle and lien-holder information.
- Insurance Confirmation: To be completed by the customer’s Insurance Agent. Shows the customer and vehicle information with Insurance coverage’s. (see example below)
- F&I Deal Recap: A great Deal summary/washout sheet with full Deal and commission breakdown.
- Vehicle Get Ready Slip: Also known as a ‘Tee-Up’ or ‘PO’, it gives service department direction about preparing the vehicle for Delivery, with pre-filled information from the Deal.
- Sales Checklist: A helpful working document to complete the steps prior to Delivery.
- Window Tag: Printed from the Vehicle Forms, it can be used as a mirror-hanger or printed and given to a customer.
It provides basic information about the vehicle and includes mileage rating and generated QR code. (see example below)
Version 3.221.0112.1525 includes:
- Added several fields to the ActiveLienSet table including Auto Bumping. This feature allows the auto-bumping of rates. Users can enter the parameters (example increase rates above 5% to ‘bump’ up .5). The rate legend will colour code these rates as current factory and the amount of the bump will be in brackets (.5).
- Change to allow negative numbers to be entered on all numeric fields.
- Added Option Code Filtering; the ability to search or filter by Option Code on Vehicle Inventory, Vehicle Selection and Inventory Maintenance forms. Enter the option code (example RSP - UConnect Voice Command w/Bluetooth) and the list filters.
It can also be combined with other filters – all 2012 Journey R/T's with this option. Since it is all inventory grids, you can also permanently reposition it left and right and adjust the spacing.
- New RBC PPSA calculations are included.
Version 3.221.0104.1935 includes:
- Create QR Codes to use in forms (such as window stickers) which will direct customer’s mobile devices to a Website URL featuring the vehicle!
The QR Code field in located in the Vehicle Stock record under the Misc field, when a URL is inserted, the QR will automatically be created.
- Added the Vehicle Report URL field to the Vehicle Stock record under the Misc field. The Vehicle Report URL is used when a CarProof vehicle history report which was purchased by an Auction or other source and transferred to the Dealership. Users can enter the Website URL in the Vehicle Report Location field so they can access it within Showroom without buying a new report. The text of the CarProof button will say “See CarProof” instead of “View CarProof” which indicates it is an entered URL not a report purchased by the dealership.
- Made the RIN number field available on individuals.
- Several changes to the Deposit Window to show total Deposits (applied and unapplied), Due on Delivery, Unapplied Amounts, Balance Due. Any Deposits Not Applied to the Calculation will show in RED in the calculation window. The Statement Receipt was also changed. When a deposit is added (and applied to the deal), the Due on Delivery is reduced by that amount (therefore keeping the payment the same). Due on Delivery cannot go below zero..
- Added a Recheck of fees when changes are made to the Vehicle Trim when adding a vehicle to inventory from a quote.
- Change to allow changing of selling price on deal started by Enter Price.
- Change to have the process of adding vehicles using Quick Quote work the same as an Opportunity.
- Added ability to disable (but not delete) unneeded protection packages.
- Change to how the Lease MSRP totals on the MSRP window. Changed the calculation formula so that the Base MSRP no longer includes the total in Dealer Options
Residualized.
Version 3.221.1228.0812 includes:
- Now Swipe New Ontario Drivers Licences! We are excited to have found a Hand-Held Bar Code Reader that will use the 'Swipe' button in Advantage Showroom, similar to the existing Magnetic swipers. This industrial-grade device reads the barcode (on the new Ontario licences without the magnetic strip and all licenses issued since December 2007) and imports the data into Advantage Showroom, as well as offering excellent performance when reading QR Codes and bar codes from mobile devices.
- Change to the Roll button function on Cash deal in Payment Options.
- Changed Dealer Trades Calculations so that it uses the Retail Value of Dealer Installed Options instead of Cost. Invoice Options with still be at cost.
- Change to how adding Dealer Options to vehicle in inventory updates on saved deals. Change to editing email templates. Added new fields to email and letter template fields for location Short Name, Address, City, phone and Fax.
Version 3.221.1208.1200 includes:
- Added Mobile Marketing Functionality. Send Text Messages (SMS) to your customers using the new text feature in the customer record. The Communication Provider
is required for text messaging to send and displays as warning not a rule when adding Cell Phone numbers. Send a text by right-clicking on the cell phone entry field. Customer’s replies are returned to your email address.
- Added a parameter to the e-Dealer daily inventory upload to send only new vehicles.
- Added Bought Out to Lost Sale Options, it will create the next Opportunity based on the Lease buyout.
- Changed the Sales Follow-up Form for Managers to not auto load data when first opened. Once Manager has selected the Filters click ‘Get Data’ to load.
- Changes to how unprocessed traffic is tracked and reported on from the Sales follow-up List to properly show accurate counts on the screen and in reports.
- Change to Inventory Rule on Base and Adj. not applied to Delivered and Finalized vehicles.
- New Lien set flag for determining the number of payments to show on an Amortized loan.
- Change to phone number formatting to fix entry type ###-###-####.
- Added ability to add a non stock quote vehicle from an opportunity.
- Change to Manufacturer specific Inventory fees when building from VIN or Model number.
Version 3.221.1118.1500 includes:
- Added Payment Display Toggle to the Lease Calculation and Credit Insurance Window.
Use Page Up and Page Down to change Product Premium to Total, Per Pmt, Per Day, exactly like the Loan Calculation Window functions.
- Vehicle display on Calculations Window now says either Quote, Locate or Stock based on the status of the vehicle which deals are based on.
- Removed ‘Purchase Order’ button from Opportunity. Function available in Payment Options window.
- Added Ability to have separate Fee Items by Manufacturer which will Automatically add when building New Vehicles.
Example at a VW/Audi Dealership, ability to have $30 Cost of VW Loyalty Fee add automatically to VW’s only.
- Added ‘Management’ button on Trade-in vehicle window.
- Modified the ‘Lease Maturity Report with Contact Info’ Report. Added another line of data to include original Delivery Date,
Payment Term and Actual Payment and saved under a new name (Maturity Report with Contacts Pmt_V3.rpt).
Version 3.221.1111.1111 includes:
- Added Horsepower, Torque and Towing Capacity to Vehicle Information under the Mechanical and Fuel section.
Any vehicles built going forward will display this information. Correct specifications are very dependent on proper Power train selection.
- Added warning next to the Purchaser Info section in the opportunity which appears only if the customer’s address is missing information.
This warning will not prevent you from printing documents or saving the opportunity.
- Add a New Flag in System Defaults to turn on or off the automatic adding of customers to Auto Complete.
- Dealer Trade Change: When Holdback exists, it will be removed from the Base Vehicle price used in Dealer Trades.
- Improvements for adding Spouse from within a customer record.
- Relocated the scroll bar in the Opporuntiy Remarks Tab to the Right side of the window.
Version 3.221.1027.1947 includes:
- Based on your feedback there is now a new and streamlined vehicle selection process that helps sell more in-stock vehicles and less locates! These changes involve how vehicles are added to an Opportunity, you will use 'Add From Stock/Quote' for the majority of your deals.
You can select an in-stock unit the same as before, using the filters. However, when you now build a locate, the current inventory filters below, displaying similar vehicles which are in-stock or on-order.
If you wish to continue building a locate, use the drop downs and then select 'Add Quote Vehicle' once the Green Check Mark appears.
All other functions including Replace/Add Price/Attach Saved Quote remain the same.
- We have changed our program update process. We now post releases to the Web, if there is a new update available, the system will ask you if you would like to update, then auto-update.
- Added a header to the Rate selection screen to display the Bank which you are selecting the rate for.
- Change to updating last service dates on customers currently owned vehicle.
- Added an Inventory Status of 'A' for Auction.
- Contract Date added as a column in the Dealer Trade screen.
Version 3.221.1014.1259 includes:
- New and quicker Customer Record editing based on your feedback! Major changes to how Address's and Communications are entered on a Customer Record. These new changes also let you custom sort a customer’s communications. All communications with values already entered are displayed with a checkmark in the dropdown list.
- Relabeled the ‘Commission Calculation’ button on Profit Screen. It is now Called ‘Deal Based Spreadsheet.’ This will launch a custom Dealership spreadsheet which is used for Reporting/Accounting or Commissioning Deals.
- Advantage Showroom now prints laser forms as PDF’s! Added new 'PDF' button to the print menu to print the form as a PDF instead of going through print preview first.
- Email Changes: Improved loading of embedded Word for email editing for Letter conversion and added more detailed email error handling.
- Added ability to move, resize and save the columns in the ‘Customer Search Window’ grid.
- Fixed CarTruck fields for both Trade and Interested In Vehicle in Survey’s.
- In System Defaults; Moved "Use QuickLost function " to "Lost Opps/ Exceptions" tab. Also made "Use Quick Lost Function" and "Do Lost Opps Require Management Approval" mutually exclusive. If you are using Quick Lost, you cannot require approval as we do not ask for reasons or input.
- Changes to clearing stored balloon values and percentages in calculations when switching banks.
- Changes to: 1) ALLY Calculation formula, 2) Royal Bank and other calculations amortized with Odd Days interest and 3) Credit Insurance Calculation formulas.
- The “Add All" Taxes button on Fees and Protection Items will only add Active Tax Groups.
- Added Triggers for “Opportunity Created No Visit" and "Opportunity Created from Phone Call".
- Added ‘Management’ button (works in addition to F10) to the Trade Edit form (for ACV on Calculation) and to the Vehicle Options selection form.
To view previous enhancements please click the link below:
Please contact our Client Support team at:1-800-267-0524 or support@oasis-ac.com for more information.
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