Self-Guided Product Tour

• Set up seasonal MIN and MAX ordering levels and get automatic order recommendations.
• Track your profit margins and see where you are losing money.
• Identify your fastest moving parts with a click of a button and keep them at the register for less ticket time.
• View your inventory turn rate.
• Track lost sales to better manage customer demand.
• Track your special orders from the time a part gets put on an order, is ordered and is received to ensure nothing falls through the cracks.
• Access inventory information for multi-store locations in one integrated system.

• View purchase history and track detailed information about your suppliers.
• Get automated updates for manufacturer price lists to save time and eliminate manual errors.
• Easily differentiate between parts by vendor to avoid duplicate part numbers.
• Automatically create purchase orders based on sales history, seasonal levels and special orders.

• Electronic parts look-up interfaces to PartSmart, Snap-on's PartsManager Pro, MediaCat, MercNet, KubotaLink, HondaIn.
• View inventory stocking information (the on-hand quantity, the customer's adjusted price, and bin location).
• Select items and instantly send them directly to an invoice or work order.

• Create global pricing rules and definitions.
• Set holds on price sensitive items and increase pricing on fast moving items.
• Charge more on parts sold through the shop by increasing profit margins.
• Mark up parts by a percentage, percent margin or flat amount to generate more revenue.
• Easily manage sales on products by setting price level overrides based on a specific date range.
• Set special pricing for elite or high volume customers.

• Track detailed information about each work order in one place.
• Easily lookup history on Open or Completed work orders.
• Create repair kits (for example maintenance kits) so you can instantly add a group of parts, supplies, and labor codes.
• Send text or email notifications when a unit is ready for pickup directly from the work order.
• Produce professional looking invoices with detailed labor notes, warranty information, and performed codes.
• Automatically adjust price on a part sold through work shop.

• Allow your technicians to clock in and clock out of service orders using the Technician Time Clock so you can track their efficiency and overall time spent on a job.
• Monitor your technician's billable hours and incorporate incentive plans to motivate them.
• Assign labor to multiple technicians on each work order.
• Easily calculate your technician commission totals.

• Schedule and modify jobs for all your technicians through the Service Scheduler.
• Import common or create your own flat service rates to ensure profitable jobs.
• Enable your technicians to create pick tickets to ensure all your sold parts are accounted for on a Work Order.
• Set predefined symptom, request and labor perform codes to quickly start and finish a work order ticket.

• Track warranty claims and money owed from each warrantor.
• Easily separate and view the money owed from the warrantor vs. the money owed from the customer on a claim.
• Track multiple warranty claims (for the engine, accessories and the rest of the unit) on each work order.
• Easily reconcile warranty claims from warrantors.
• View the warranty period right on your work order screen so that you always know if there's any warranty left.
• Automatically register products through integrations with Ariens/Gravely, Toro EZ-Link, Toro EZ-Link for Echo/Shindaiwa, Stihl PSP to ensure you always collect money in a timely manner.

• View any information on your customers, inventory, and create orders from any location in one powerful system.
• Easily view all pertinent information on each individual part such as on-hand quantities, special orders, etc. from one screen.
• Easily update customer information right from the POS.
• Automatically reference superceded parts.
• Get automated suggestions for alternates and substitutes to upsell and offer better customer service.
• Print or email quotes, invoices, or work orders to customers.
• Streamline transactions with integrated credit card processing solution.

• Get full floor plan visibility including aging items and financing information on all of the serialized items you have in stock.
• Easily accept a customer trade-in and automatically add it to your inventory.
• Keep a record for all quotes created to ensure a customer doesn’t receive two different quotes from different employees.
• Register product for warranty purposes right at the POS.
• Manage all of your stores from one location.

• Leverage an integrated easy-to-use menu selling system to include pre-package items, and offer additional insurance and warranty items.
• Instantly calculate payments using preset data from your finance and insurance vendors.
• Print standard forms including title & registration, odometer statement, disclosures, insurance, warranties, etc. - and customize forms to your specific needs.
• Comparison screens for Finance / Lease / Cash deals - with or without cash down and showing rebate options.
• Menu of insurance and extended warranty products on motorcycles, snowmobiles, atvs, boats, personal watercraft, etc.
• Track dealer add-ons and customer requests, to ensure you deliver the unit set up to the customer's specifications.
• Track profitability of front and back end of each deal.

• Track all customer information (including sales history and equipment service history) in one place and on one screen.
• Create customer categories so that you can compare your commercial, retail, government and other type customers.
• Provide products that appeal to your current customer base, make decisions on what to offer to attract a different customer base, and see who is making you the most money (volume and gross profit).

• Text or email customers directly from Ideal using pre-set templates.
• Create mail merge lists to communicate with your customers.
• Keep a record of all customer communications for future reference.

• Automatically post Accounts Receivable transactions to the General Ledger and create an accurate audit trail.
• Provide customer statements that include detailed line-item information on what they owe.
• Set payment terms for each customer (C.O.D, Cash, Net 30, etc.).
• Enforce penalties for late charges.
• Control credit limitations for each customer.
• Take payments and instantly adjust money that is owed to you by changing the late charge.

• Automatically post accounts payable entries into your General Ledger.
• Accurately track financing information for all of the serialized items you have in stock with Ideal’s robust floor plan management capabilities.
• Pay suppliers and process checks in one easy step.
• Cash in on discounts offered by vendors for early payments.
• See what it would take to pay through a certain date.
• Set up flexible payment terms for each supplier.

• Stay on top of all assets and liabilities by having all transactions from each department flow into your General Ledger.
• Optimize cash flow by instantly seeing profits and losses in your dealership and reallocating dollars where appropriate.
• Compare your actual financial statements to the budget you set.
• Easily trace information and get a more detailed description on all of your statements by drill down to each specific transaction item on invoices, receivables, payables and general ledger.
• Instantly run financial statements by department or consolidated for the entire dealership to track profitability in real time.
• Integrated with CenterPoint Redwing software to process payroll.

• Automatically send all your AR, AP and Inventory journal entries to QuickBooks – as soon as they are posted to Ideal.
• Automatically create bills for your vendors in QuickBooks each time you finalize supplier invoices in Ideal, ensuring faster payments.
• Use Ideal to generate a separate bill in QuickBooks for each floor-planned serialized product, so that all your AP information is accounted for.
• Rely on one simple interface to instantly match your GL accounts and vendors in Ideal to those in QuickBooks.

• See the health of your business at a glance by tracking key performance metrics in real time.
• Measure the key metrics that industry leading expert Bob Clements recommends you should be looking at on a daily, weekly and monthly basis.
• With a click of a button run reports to see how sales impacts service, how service impacts finance, and everything in between.
• Customize reports to fit your dealership’s operations.

• Keep tabs on you fastest moving parts so you know which items to stock the most of and make them easily accessible at your sales counter.
• Identify your slowest moving parts so you know what items need to be removed from inventory to create better cash flow.
• Know who contributes most to your bottom line by tracking your Gross Profit Margins for each vendor.
• Know your margins on serialized equipment by tracking your average wholegood sales.
• See the totals of all payment methods for a specified period of time which will help balance your cash drawer.
• Identify items that are bringing in the most sales and are the most profitable.

• Keep tabs on the overall labor efficiency of your techs.
• Measure how efficient your techs are by their individual work orders.
• Gage how profitable each tech and your overall service department actually is compared to their pay grade.
• Track your average work order completion time to see if you’re properly estimating the correct labor times allocated to each work order and turning a profit in billed vs. actual completion time.
• Monitor your Labor to Parts percentage to determine the work that’s involved repairing parts vs the work involved in replacing parts.

• Easily pull up your inventory valuation to know the dollar value of your stocked items.
• View your inventory turns to see how many times your inventory is sold and replaced over a given time period.
• Track the average transaction value of your parts to determine the profitability generated from each sale, and set benchmarks to upsell and increase the value of each sale.
• See the percentage of the stock that you filled each day.
• Track your daily Gross Profit Margin to view trends and forecast your overall profitability.

• Customer statements report
• Receivable Transaction List
• Receivable Aging Report
• Cash Requirements report
• Payable Transactional list report
• Aging Report
• Account Balances and Transactions list report
• Account Register report
• Financial Statements report

• Save time and improve efficiency by conducting year end and cycle inventory counts with your mobile device.
• Expedite parts receiving process by recording all information right on the spot.
• Sell more by having instant access to your wholegoods inventory.

• Start your work orders right from the mobile app to process customer requests faster.
• Take pictures and instantly attach images to specific work orders, units and customers in Ideal to keep records for warranty purposes and improve communication between employees.
• Take a customer’s signature and email their work order.

• Enable technicians to clock in and out, add labor and comments, take pictures, and complete jobs.

• Manage your inventory, spread across multiple locations and users, with an interactive availability calendar.
• Adjust your fleet on the fly according to customer demand by marking units inventoried in Ideal as rentals.
• Utilize the Document Management System to consolidate paperwork associated with the rental and make it accessible to everyone on the team.

• Provide faster customer service by creating quotes in a matter of seconds and converting them into reservations with a single click.
• View and adjust rates, deposits, and discounts applied to a quote.
• Bundle unit rentals with add-ons for additional selling opportunities.
• Accommodate customers by managing unit delivery and pick-up.
• Automatically generate a work order to communicate customer needs to the service department.
• Identify items that are bringing in the most sales and are the most profitable.
• Customize and send out electronic invoices to customers.
• Take a payment directly from the rental module with an integrated, vaulted payment processing system.*

• Get an at-a-glance overview of your rental operations with detailed reports.
• Assess lost opportunities, forecast future demand, and analyze unit performance.
• Easily explore data and share reports with the team by exporting information to Excel.

Ideal and TCF have joined forces to help streamline financing on your floor planned products. With our integration, you can now automatically import make, models, and serial numbers for easier receiving of TCF financed products. Sales notifications will also be sent to TCF once a unit is sold which results in fewer floor checks.

• Earn additional revenue by building your online presence and selling online
• Reach customers online who wouldn't normally visit your shop in person

• Sync manufacturer product descriptions and price updates automatically from your DMS, saving you the time & hassle
• Update your website catalog automatically whenever your inventory is, reducing errors and redundant work

• Easily customize the design and features of your website with our website editor

• Access dozens of detailed reports to get insights about your website visitors, products sold and revenue

• Reduce the number of clicks needed to complete a transaction
• Trim your average transaction time to under 1 minute

• Give them the flexibility to complete transactions from anywhere – counter, sales floors, tradeshows, or even mobile delivery trucks
• Update your website catalog automatically whenever your inventory is, reducing errors and redundant work

• No more duplicate data entries. All orders and transactions are updated automatically in your DMS

• Easily add customers to orders, scan barcodes, and take payments so you can reduce friction in your sales process and serve customers better

• Staff can access dealership information, such as stock levels and customer data, whenever they need it, wherever they are