Upcoming Webinars:
Our next Making the Most of Gold webinar will be in December. Check back then to register.
Previous Webinars:
September: Journey of the Job Card
This webinar provided an in-depth overview of the Journey of the Job Card.
Topics included:
- Job Creation
- Checklists
- Gold Service
- Multi Authorisation
- Completing Jobs
View the webinar recording below:
June: Document Management
This webinar provided an in-depth overview of Document Management.
Topics included:
- Misc Purchase Orders
- Payment Authorisation
- Workshop Job Documents
- Document Search/Delete/Unlock
- Wholegoods Documents
- Forwarding
View the webinar recording below:
February: Wholegood Module
This webinar provided an in-depth overview of the Wholegood Module, covering key processes and best practices.
Topics included:
- Resolving Duplicates
- Trade-in Extra Costs
- Finance / Deposit Invoices
- Parts Used on Wholegood Report
- Wholegood Enquiry
View the webinar recording below:
October: Workshop Module
Speakers: PSG Consultant, Sandy Ramsay & PSG Consultant, Jason Greenwood
Duration: 1 hour
In this webinar, our Professional Services team recommended best practice guidance on the following topics:
- Split Job Function
- Quotes
- Insurance Jobs
- Budgets
- Labour Adjustments
View the webinar recording below:
Our PSG Consultants reviewed all questions asked during the Workshop Module webinar and have included answers below.
July: Parts Module
Speakers: PSG Consultant, Paul Zamfiresecu & PSG Consultant, Sandy Ramsay
Duration: 1 hour
In this webinar, our Professional Services team recommended best practice guidance on the following topics:
- Parts Maintenance
- Ordering features
- Parts Enquiry
- Purchasing features
View the webinar recording below:
April: Parts Replenishment & Inventory Management
Speakers: PSG Manager, Martin Hughes & PSG Consultant, Paul Zamfiresecu
Duration: 1 hour
In this webinar, our Professional Services team recommended best practice guidance on the following topics:
- Inventory replenishment using suggested ordering methods (reorder levels and historical demand)
- Adjusting suggested orders
- Finalising orders
This webinar also provided explanation around the key operational processes and stages for producing inventory replenishment orders.
View the webinar recording below: