eLearning Overview

We offer a number of courses covering all aspects of the system, split into CRM, Vehicles, Workshop, Parts, Showroom, Accounts, Administration and Apps. The courses are constantly being expanded, enabling users to easily access the information they need to understand how Pinewood DMS works. Flexible online training is easily-accessible, meaning your team can incorporate time for learning into their working day, enabling them to maintain productivity with minimal disruption to your business. Find out more about the courses available below!

Accounts

This training course will cover the Sales Ledger module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Account Creation Process
  • Posting a Sundry Invoice to a Credit Account
  • Allocating Cash Process
  • Account Enquiry
  • Processing a Statement Run
  • Accounts Status, Turnover and Credits Given Reporting
  • Amendments Audit, Queried Transactions and Deposits Reporting
  • Sales Ledger Month End Reporting
  • Sales Ledger Month End Processing

This training course will cover the Purchase Ledger module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Account Creation
  • GRNI Processing
  • Posting an Invoice
  • GRNI Processing
  • Allocating Payments
  • Invoice Logging
  • Account Enquiry
  • Producing Remittances
  • Logged Invoice, GRNI, Payments Due and Amendments Audit Reporting
  • Month End Reporting
  • Month End Process

This training course will cover the Purchase Orders module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Raise Orders
  • Amend and Authorise
  • Receive Orders
  • Invoice Management
  • Outstanding, Received and Archived Reports
  • Amendments, Variance and Deleted Reports
  • Permissions

This training course will cover the Cash Book module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Processing Vehicle Receipts
  • Processing Sales Ledger and Purchase Ledger Receipts
  • Processing Sundry, Deposit and Card Receipts
  • Post a Deposit Receipt
  • Processing Sales Ledger and Purchase Ledger Payments
  • Processing Vehicle Payments
  • Processing Sundry Payments
  • Cash Book Enquiry
  • Bank Reconciliation
  • Managing Internal Bank Transfers

This training course will cover the Nominal Ledger module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Nominal Enquiry
  • Processing a Standard Journal
  • Importing a Journal
  • Processing a Contra Journal
  • Profit and Loss Report
  • Trial Balance Report
  • Balance Sheet Report
  • Creating a Nominal Code
  • VAT Analysis Report
  • HMRC 9 Box Return Report
  • Nominal Ledger Month End Journal
  • Nominal Ledger Month End Process

This training course will cover completing Month End and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Vehicles Closedown Period
  • Sales Ledger Month End Reporting
  • Sales Ledger Month End Processing
  • Purchase Ledger Month End Reporting
  • Purchase Ledger Month End Processing
  • Nominal Ledger Month End Journal
  • Nominal Ledger Month End Processing

This training course will cover the Accounts Management Reporting feature that is available within Pinewood DMS.

The course will cover the following topics:

  • Creating Reports using Accounts
  • Creating Reports using DataPoint
  • Upload Reports – Templates
  • Viewing Reports

This training course will cover the Cash Book Direct Debits Feature that is available within Pinewood DMS.

The course will cover the below topics:

  • Introduction to Cash Book Direct Debit Processing
  • Direct Debit Setup
  • Post Sundry Invoice to Sales Ledger Account
  • Direct Debit Processing

This training course will cover the Purchase Leder Authorisation Routes feature that is available within Pinewood DMS.

The course will cover the below topics:

  • Introduction to Purchase Ledger Authorisation Routes
  • Enabling and Creating Routes
  • Transaction Account Parameters
  • Overriding a Default Route
  • View All Invoice Access
  • Posting an Invoice
  • Invoice Management

This training course will cover the Manual Warranty SBI Feature that is available within Pinewood DMS.

The course will cover the below topics:

  • Introduction to Manual Warranty Self Billing Invoices
  • Negative VAT Input Method: Posting Credit Note
  • Negative VAT Input Method: Contra Journal
  • Negative VAT Input Method: Matching the Receipt
  • Negative VAT Input Method: Difference between Amount Claimed & Paid
  • Output VAT Method: Post Initial invoice and Contra Journal
  • Output VAT Method: Post self-billing Invoice

This training course will give a more advanced look at the Purchase Ledger within Pinewood DMS.

The course will cover the below topics:

  • Purchase Ledger Enquiry
  • Amending Master Accounts
  • Amending Transaction Accounts
  • Coding Permissions
  • Purchase Ledger Reconciliation: Enquiry and Creditor Nominal
  • Purchase Ledger Reconciliation: Nominal Enquiry and Aged Credit
  • Purchase Ledger Reconciliation: Creating the Pivot Table
  • Purchase Ledger Reconciliation: Reconciling back to the aged credit report

This training course will give a more advanced look at the Sales Ledger within Pinewood DMS.

The course will cover the below topics:

  • Amend Master Account
  • Amend Transaction Account
  • Sales Ledger Enquiry Historic Button
  • Sales Ledger Allocation Log
  • Sales Ledger Reconciliation: Nominal Enquiry and Generate Aged Debt Report
  • Sales Ledger Reconciliation: Export Nominal Enquiry and compare to Aged Debt

This training course will cover the Fixed Assets Feature that is available within Pinewood DMS.

The course will cover the below topics:

  • Asset Parameters
  • Asset Nominal Codes
  • Creating Asset Types Parameters
  • Creating Assets: Purchase Ledger Post Invoice
  • Creating Assets: Purchase Ledger Logged Invoices
  • Creating Assets: Cash Book Sundry Posting
  • Creating Assets: Nominal Ledger Journal
  • Parent and Child Assets
  • Asset Enquiry
  • Importing Assets
  • Amend Fixed Assets
  • Depreciate Fixed Assets
  • Verify Fixed Assets
  • Write off and Disposals
  • Reporting

This training course will give a more advanced look at the Nominal Ledger within Pinewood DMS.

The course will cover the below topics:

  • Nominal Ledger Enquiry: Analysis Code
  • Nominal Ledger Enquiry: Reference and Stock Number
  • Nominal Ledger Enquiry: Open Item
  • Nominal Ledger Enquiry: Run Number
  • Journals: Standard Automatic Journal
  • Journals: Reversing Journal
  • Journals: Intercompany Journals
  • Journals: Balance Reallocation Journals
  • Journals: Adjustment Journal
  • Journals: Import Transactions
  • How to create composite reports
  • Exporting composite reports
  • Deferred Expense
  • International Billing
  • Budgeting Setup, Imports & Using Budgets
  • Adding payment types

Apps

This training course will cover the Pinewood Host+ application and processes that can be completed within the app.

The course will cover the following topics:

  • Logging in
  • Customer Creation
  • Customer Record
  • Stock Search and Test Drive
  • Service Customers and Health Check
  • Sales Appointments
  • My Diary

This training course will cover only the Service element of the Pinewood Host+ application and processes that can be completed within the app.

The course will cover the following topics:

  • Customer Creation
  • Customer Record
  • Service Customers and Health Check

This training course will cover the Pinewood Parts+ application and processes that can be completed within the app.

The course will cover the following topics:

  • Issuing parts within Parts+

This training course will cover the Pinewood Pay+ application and processes that can be completed within the app.

The course will cover the following topics:

  • Processing a Cardholder Present Payment
  • Processing a Card Holder not Present
  • Processing a Refund

This training course will cover the Pinewood Stock+ application and processes that can be completed within the app.

The course will cover the following topics:

  • Logging in
  • Customer search
  • Personalised video
  • Inventory
  • Stock take

This training course will cover the Pinewood Tech+ application and processes that can be completed within the app.

The course will cover the following topics:

  • Logging in
  • Authorised Idle
  • Viewing Jobs
  • Reviewing Operations
  • Completing a Health Check
  • Adding Additional Work

CRM

This training course will cover Marketing methods that are available within Pinewood DMS.

The course will cover the following topics:

  • Creating a Customer Record
  • How to Amend and Delete a Customer Record
  • Vehicle Creation and Customer Link
  • The Contact Tab on a Customer Record
  • Taking a Deposit
  • The Service Details and Additional Tab within a Customer Record
  • Creating Letters
  • Creating Emails
  • CRM Selections
  • Letters for Printing
  • Mailshot Creation and Letters for Printing
  • SMS Mailshots, Emails and Surveys
  • Survey Reporting

This training course will cover recording Sales work within Pinewood DMS.

The course will cover the following topics:

  • Creating a Customer Record
  • How to Amend and Delete a Customer Record
  • Vehicle Creation and Customer Link
  • The Contact Tab on a Customer Record
  • Taking a Deposit
  • The Service Details and Additional Tab within a Customer Record
  • Contact Diary Overview
  • Contact Diary Processing
  • Sales Activity Reporting
  • Sales Opportunities Reporting
  • Test Drive Reports
  • Lost Sales Report
  • Sales Statistics Report

This training course will cover setup and processing Aftersales Diary contacts within Pinewood DMS.

The course will cover the following topics:

  • Creating a Customer Record
  • How to Amend and Delete a Customer Record
  • Vehicle Creation and Customer Link
  • The Contact Tab on a Customer Record
  • Taking a Deposit
  • The Service Details and Additional Tab within a Customer Record
  • Aftersales Diary Overview
  • Processing a Workshop Booking through the Aftersales Diary
  • Processing Customer Declines through the Aftersales Diary
  • Other Processing options available within the Aftersales Diary
  • Aftersales Diary Reporting
  • Aftersales Diary Parameters
  • Aftersales Diary Contact Plans
  • Aftersales Diary Parameters

This training course will cover processing Aftersales Diary contacts within Pinewood DMS.

The course will cover the following topics:

  • Creating a Customer Record
  • How to Amend and Delete a Customer Record
  • Vehicle Creation and Customer Link
  • The Contact Tab on a Customer Record
  • The Service Details and Additional Tab within a Customer Record
  • Aftersales Diary Overview
  • Processing a Workshop Booking through the Aftersales Diary
  • Processing Customer Declines through the Aftersales Diary
  • Other Processing options available within the Aftersales Diary

This training course will cover parameters that can be activated within the CRM module that will enhance your data usage such as introduction sources, customer validation, surveys and selections available within Pinewood DMS.

The course will cover the following topics:

  • Introduction Sources setup and usage
  • Enquiry defaults set up and usage
  • Mask Details
  • Customer validation parameters and usage
  • Surveys setup
  • Customer concern parameters
  • Closing and reopening a customer concern
  • Review of the Contact Tab
  • Review of the Vehicles Tab
  • Review of the Service Details Tab
  • Example Selection queries

Parts

This training course will cover the Parts module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Creating a Marketing Record
  • Invoicing
  • Price Check
  • Credit Note
  • Workshop Issues
  • Create a Franchise Part
  • Creating and Amending Parts
  • Create an Enquiry
  • Retained Enquiries
  • Customer Orders
  • Supplier Orders
  • Process Orders
  • Receipt Ordered Parts
  • Receipt Non-Ordered Parts
  • Returns
  • End of Day Reporting
  • Movements Report
  • GRNI and GINR Reports
  • Lost Sale Reports
  • Parts Sales Analysis Reporting
  • Supplier Orders and Back Orders Reporting
  • Adjustments
  • Explosions
  • Creating a Supplier
  • Transfer and Delete BIN Locations
  • Parts Selections
  • Stock Take

This training course will cover the Parts Consolidated Invoicing setup and processing.

The course will cover the following topics:

  • Consolidated Invoicing Parameters
  • Consolidated Invoices

This training course will cover the Parts Distribution setup and processing.

The course will cover the following topics:

  • General Parameters
  • Delivery Parameters
  • Accounts, Zones, Resources and Internal Sales
  • Internal Transfers
  • Customer Order Exceptions
  • Supplier Order Exceptions
  • Distribution Reporting

This training course will cover further elements found within the Parts module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Stock Take Process
  • Stock Take Variance Report
  • Stock Take Accounts Postings
  • Suppliers and Part Card
  • Manually running a parts price update
  • Selections Review
  • Sales Discounts
  • Recommended Order

This training course will cover the Month End processes for Parts and Workshop.

The course will cover the following topics:

  • GRNI, GINR and Parts Valuation Reports
  • Parts Month End Reporting
  • Workshop Month End Reporting

Showroom

This training course will cover Showroom module and the processes that are available within Pinewood DMS for Salespeople.

The course will cover the following topics:

  • Showroom Overview
  • Appointments and Service Visitors
  • Walk-in and Customer Creation
  • GDPR Permissions
  • My Opportunities
  • Test Drive
  • Desired Vehicle and Part Exchange
  • Offers and Orders
  • Deposits
  • Lost Sale
  • Stock Cards

This training course will cover Showroom module and the processes that are available within Pinewood DMS for Sales Managers.

The course will cover the following topics:

  • Showroom Overview
  • Appointments and Service Visitors
  • Walk in and Customer Creation
  • GDPR Permissions
  • My Opportunities
  • Test Drive
  • Desired Vehicle and Part Exchange
  • Offers and Orders
  • Deposits
  • Lost Sale
  • Stock Cards
  • Stock List Report
  • Deal Book Reporting
  • Sales Manager Options within the Showroom module

Workshop

This training course will cover the Workshop module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • The Workshop Diary
  • Additional Diaries
  • Customer Enquiry and Creation
  • Creating a New Booking
  • Dictionary Items
  • Internal Bookings
  • Receive Jobs
  • New Job and While You Wait
  • Loan Car
  • MOT
  • Collect and Deliver
  • Vehicle Health Check
  • Cash Invoice
  • Create Job and Invoice
  • Contribution Invoice
  • Internal Invoice
  • Insurance Excess Invoice
  • Raising and Producing a Credit
  • Cancel Invoice Routine
  • Repair Order Register Report
  • Workshop End of Day Reporting

This training course will cover elements within the Workshop module that monitor activity within the Workshop.

The course will cover the following topics:

  • Time Analysis
  • Workshop Planner
  • Job Progress
  • Customer Retention
  • Health Check Reporting

This training course will cover the Workshop Vehicle Health Check Cycle.

The course will cover the following topics:

  • Health Check Parameters
  • Creating Categories and Checks
  • Checklists Parameters and Headings
  • Create Booking and adding a Checklist
  • Beginning the check in Host+
  • Completing the Check within Tech+
  • Additional Work and Summary Reporting

This training course will cover the Workshop Commercial Diary and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Commercial Diary Parameters – Shifts and Schedules
  • Commercial Diary Parameters – Technician Allocation, Schedule Times and Rota
  • Using the Commercial Diary
  • Commercial Diary within Workshop Planner

This training course will cover the Workshop Job Progress Report and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • The Booking and In Column
  • Buttons and Filters
  • Work in Progress Column
  • Out Column
  • Creating the Time Management Reasons

This training course will cover further elements found within the Workshop module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Technician and Cost of Sale Postings
  • Time Management Reporting
  • Diary Management
  • Service Teams
  • Labour Rates
  • Work in Progress Reporting

This training course will cover the Workshop Planner and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Setting up Technician Details
  • Allocating Jobs
  • Absence and Sharing Work
  • Job Processing Options

This training course will cover setting up the Loan Car Diary and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Creating Loan Cars
  • Loan Car Parameters
  • Loan Car Bookings
  • Loan Car Returns

This training course will cover the Month End processes for Parts and Workshop.

The course will cover the following topics:

  • GRNI, GINR and Parts Valuation Reports
  • Parts Month End Reporting
  • Workshop Month End Reporting

Vehicles

This training course will cover the Vehicles module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Supplier Orders
  • Bring Vehicle into Stock
  • Demonstrator Routine
  • Reversing Vehicles Out of Stock
  • Confirm Vehicle Costs
  • Post VAT Invoice
  • Consignment and Adopted Status
  • Vehicle Progress Report
  • Prepare for PDI
  • Preparation Costs, Bonus Income and Depreciation
  • Purchase Ordering
  • Customer Orders
  • Dealer Transfer
  • Invoice
  • Cancel Invoice
  • Stock Card
  • Vehicle Status
  • Stock List Report
  • Customer Order Report
  • Deal Book Report
  • Vehicle Transfer Report
  • Product Sales – Opportunities
  • Product Sales – Sales Report
  • Debtors and Creditors Report
  • Deposit Report
  • Consignment VAT and VAT Analysis Reporting
  • Amend Price List
  • Create Product Sales
  • Finalise Transactions
  • Vehicles Closedown Period

This training course will cover the Pre-Sale processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Creating Supplier Orders
  • Amending Price Lists
  • Bringing Vehicles into Stock
  • Reversing Vehicles out of stock
  • Demonstrator Routine
  • Confirming Vehicle Costs
  • Posting VAT Invoices
  • Prepare for PDI
  • Review of Preparation Costs, Bonus Income and Depreciation
  • Purchase Ordering
  • Stock Card
  • Vehicle Progress Report
  • Stock Lists Report

This training course will cover the Sales processes that are available within the Pinewood DMS Vehicles Module.

The course will cover the following topics:

  • Customer Orders
  • Stock Card
  • Dealer Transfer
  • Invoicing
  • Cancel Invoice
  • Create Product Sales
  • Customer Order Report
  • Deposits Report
  • Deal Book Report
  • Vehicle Transfer Report
  • Product Sales – Sales Report
  • Product Sales – Opportunities Report

This training course will cover the reporting and month end for the Vehicles Module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • Deal Book Reporting
  • Debtors and Creditors Reports
  • Consignment VAT and VAT Analysis Reporting
  • Finalise Transactions
  • Vehicles Closedown Period

Vehicles Advanced Setup Overview

This training course will cover the parameters that can be activated within the Vehicles module.

The course will cover the following topics:

  • Creating and amending Miscellaneous Costs
  • Creating and amending Bonus Income
  • Creating Types of Sale Groups
  • Creating Types of Sale
  • VED Table and Usage
  • Creating Product Sales
  • Creating Bonus Schemes
  • Creating Contact Plans
  • Contact Plans with GDPR Process Mapping

This training course will cover further usage within the Vehicles module.

The course will cover the following topics:

  • Using Miscellaneous Costs
  • Miscellaneous Costs Import
  • Bonus Income Usage
  • Bonus Income Import
  • Posting Depreciation
  • Depreciation Import
  • Payments Import
  • Receipts Import
  • Using Types of Sale
  • VED Table and Usage
  • Price List
  • Stock Card Financial Summary
  • Stock Card Accounts Tab
  • Posting to Vehicle Debtors
  • Posting Vehicle Creditors
  • How to clear the Exceptions Report
  • Outstanding Preparations Report
  • Using Stock+ for Stock Take

Other

This training course will cover the Pinewood DMS User Administration module and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • The System tab
  • Creating a New User Group
  • Creating new users
  • Amending existing users

This training course will cover the GDPR setup required and the processes that are available within Pinewood DMS.

The course will cover the following topics:

  • GDPR Setup Parameters
  • HTML Setup
  • SMS Templates and Direct Marketing
  • Processing Mappings
  • Vehicle Contact Plans
  • User Consent Preferences
  • Allowable Contact Methods
  • Selections
  • Aftersales Diary Processing

Courses are reviewed and adapted regularly to reflect system changes. If you have any questions surrounding course content, contact us at elearning@pinewood.co.uk.

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