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Ideal’s Trainers Emphasize that Profitability will be the Focal Point of this Year’s Seminar


Seminar1-sfwIdeal users who attend this year’s Ideal Training Seminar can expect to learn more in-depth usages of Ideal when it comes to monitoring success and boosting profitability in your business. We recently sat down with our presenters, Dave Baumgarten, Nicole Lindsey, and Bob Clements, to discuss the upcoming agenda and each shared what they want dealers to take away from their presentations.

“This year I plan on using a different approach from years past,” said Ideal’s Lead Trainer Dave Baumgarten. “I want the main focus of the material I present to revolve around reporting, controlling inventory, and becoming more profitable.”

Dave, a 20+ veteran of the Ideal system, has been conducting these seminars throughout the majority of his career. Although his itinerary has always provided a wealth of information on each area of the Ideal system, he says this year he’d like to take the focus away from some of the routine processes and gear his training more toward using the system to monitor profitability in your dealership.

“Our customers have been given the right data and the right tools,” said Dave. “I want to make sure they come away from this seminar knowing how to create and utilize the proper reports and features in Ideal that will manage their business more effectively.”

In addition, Dave wants Ideal users to come away with more aggressive strategies to boost the overall profitability of their business.

“I want to show dealers more ways that Ideal can help them manage their inventory and create the proper pricing structure in order for them to gain maximum profitability while remaining competitive,” added Dave.

Dealership expert Bob Clements plans to tie in his presentation with Dave’s agenda. He will offer the group tips on understanding the key performance indicators for service parts and sales that high performance dealerships use as a baseline to measure performance for both their people and each department.

“There is an old saying in business that you can’t manage what you don’t measure, and you can’t measure that you don’t understand,” said Bob. “The Ideal software gives a dealership all of the information they need to both measure and manage a dealership’s people and their performance so that the business strong profits year in and year out for the owners.  In my workshop, I will show the dealers how to take the information that Dave and Nicole will share, and offer simple ways to leverage that information into driving the dealership’s performance to a higher level.”

At the 2014 seminar, we introduced our first dedicated day of AP and GL training, which proved to be a big hit with our attendees. Lead AP/GL Trainer, Nicole Lindsey, plans to take her presentation to a new level and provide more tips on the overall ins and outs on Ideal’s Accounts Payable and General Ledger, and how it should be utilized in your business.

“I believe that certain aspects of the GL can be a telltale sign in regards to the system being used properly,” said Nicole. “Since the GL contains so much information, I think people are sometimes afraid to make a mistake. My goal is to help attendees to become more self-sufficient and confident in the ability to handle certain situations on their own.”

Seats are still available for Ideal’s Fall Training Seminar which takes place September 21-23 at The Hotel at Kirkwood in Cedar Rapids, IA.

Register Now

Dealership Profitability Expert Bob Clements will Speak at Ideal’s Fall Training Seminar



Ideal is pleased to announce that dealership expert Bob Clements will host a best practice session at our upcoming Ideal Software Training Seminar. The seminar will take place on Monday, September 21st through Wednesday, September 23rd at The Hotel at Kirkwood in Cedar Rapids, IA.

Bob is president of Bob Clements International (, the industry leader in helping OPE, Ag and Powersports dealerships improve profitability and efficiency. He will host a session on September 22nd that will cover key areas you need to be analyzing in your dealership and we’ll show you how to access and utilize the information in your Ideal software. As a profitability expert, Bob’s tailors his presentations to focus on proven ways for dealers to operate at a higher performance. Past attendees have felt that it’s a great compliment to the Ideal training you receive.

Jeff Shoemaker of Schultz Power Equipment in Beloit, WI, attended last year’s seminar and took away valuable information to apply at his dealership.

“Bob is one of the best speakers that I’ve heard in a long time,” said Jeff. “Everything he talks about is current day, and everything makes sense. He talks about different ways of doing business, what numbers you should be looking at, and what reports you should be running. I’m able to take this information right back to my Ideal system and pull out the report, look at it, and figure out if we’re doing the business the right way or if we need to look at things differently.”

Don’t miss this exclusive opportunity to improve your usage of the Ideal system and interact with dealers and industry experts. Ideal users from all over North America are signed up and there’s still a few more spots available. You may choose from our 2-day, or 3-day option which includes in-depth training on Ideal’s AP & GL modules.

Register Here


Ideal Mobile App Users: Please Read This Information Carefully!


We are excited to announce the release of updated Ideal Mobile App to the Android and iOS stores on Monday, July 20, 2015. This updated version contains a number of new features including live access to Ideal for your Service Technicians and ability to take payments on Work orders. Click here to get more information on Ideal Mobile App’s capabilities and benefits.

In anticipation of this release, we request you follow the below steps in sequence to ensure that the update happens correctly:

  1. If you are using an Android device, please change the settings on your Google Play store to stop Apps from automatically updating before July 19,2015. This is an important step and if missed will result in your Ideal Mobile App automatically updating and not compatible with your Ideal software. To change the settings, please click here
  2. When you are ready for the update, please call Ideal support to schedule Ideal software update for Mobile App. The update will be scheduled after July 20, 2015.
  3. Once your Ideal software is updated, please uninstall your existing Ideal Mobile App and install it from the App store

Note: Ideal will be Closed on Friday, July 3rd for the Independence Day Holiday


IdealCSIThis is just a friendly reminder to all our users that Ideal will be closed on Friday, July 3, for the Independence Day holiday. Support will operate on its regular hours on Saturday, July 4, from 8 a.m.-1 p.m. (CT).

All of us at Ideal hope you have a great 4th of July weekend!

Attention Mobile App Users: Do Not Upgrade to Android 5 – Lollipop


We’d like to remind all Android users to please hold off on updating their Android devices to Android 5 – Lollipop, which is currently not supported by the Ideal Mobile App. Updating will cause functionality issues with the Mobile App that cannot be reversed.

We plan to update the Ideal Mobile App to support Android 5 as part of our July 2015 summer release, and we will notify you as soon as that release is available.


Important Information on the Windows 10 Pro Upgrade and Ideal


Windows 10

The Ideal Support Department would like to make you aware of an update that could impact your daily operations of the Ideal system. We’ve had some calls from Ideal users who are receiving notifications prompting them to upgrade to Windows 10 Pro. The Ideal software has been tested on Windows 10 Pro and it has proved to be compatible with little or no issue. We cannot say with full certainty that our partners’ software such as PartSmart, ChargeItPro, or the purchase order interfaces are compatible without further testing.

Please be advised that if you choose now to upgrade to Windows 10 Pro, you may run the risk of compatibility issues with your system. It is also essential that you back up your Ideal data prior to updating to Windows 10.

As always, we will do our best to support you and keep you informed of any new developments.

Ideal Welcomes Niral Vora to its Innovations Team


Niral Vora

Ideal is pleased to announce the hire of Niral Vora as its Innovations Manager.

Niral comes to Ideal with several years of experience in technology-based product development and digital marketing. He has worked with industry verticals such as retail, banking, international logistics and the government. One of his biggest achievements to date is helping uncover opportunities in digital, such as the development of a product price comparison tool for a national retailer, to help drive incremental revenue for consumer-facing businesses.

In his new role, Niral will work closely with Ajay Thakur, Ideal’s Director of Innovations, and evaluate Ideal dealerships to get a better understanding of their sales, marketing and software needs in order to develop new products that will benefit the customer base.

When Niral is away from the office, he loves travelling, learning new languages, and playing sports.

Support Advice: How to Unsubscribe and Re-subscribe in EDN/EConnect


The Ideal Support Department receives several calls about connectivity issues with EDN/EConnect. Many of these calls can be solved by unsubscribing and re-subscribing the vendor on SnapOn’s Subscription site.

Here are steps on how to do so:

1. There is one computer in your network that has the Ideal Assistant or EDI interface.  It looks like an Ideal icon that is in your taskbar.  Right-click it and click on Subscribe.  This will open up the URL to the SnapOn subscription site.

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2. Your username and password will both be either your business phone number or your vendor dealer number.

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3. Once you sign in, it should take you right to the Current Subscriptions page. Take note and write down the Vendor Code and the Account number. The Vendor code is case-sensitive.

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4. To unsubscribe, click on the top Remove for that vendor.

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5. To re-subscribe, click on Add New Subscription.

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6. Choose the Vendor by clicking on the blue link below their logo and click Integrated DMS.

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7. Type in the Vendor Code. This should match the SupplierID EXACTLY how it is displayed in Ideal (all caps). Type in your dealer number and press Save.

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**NOTE: For Kawasaki, you will have to enter the Vendor Code, Dealer Number, Password (same as your dealer number), and Subscription type, which is ‘R’ (for regular). Also state whether you allow dropship or not.**


8. Now it is time to test the interface. Go into Ideal and find an existing PO. Most EConnect interfaces have a Parts Availability. There is a couple that do not such as Toro and Pacific Stihl. If you get a response, you are good to go.

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If you are still having issues, take note of which Vendors are not working and call Ideal Support at 800-737-1620, or SnapOn tech support at 800-709-7773 and select Option #1.

Free Profitability Webinar Headlined by Guest Panelist Bob Clements



Ideal invites you to a free webinar where dealership expert, Bob Clements will headline a panel discussion on dealership profitability with special guests Jeff Nicholson of P & P Small Engines, and Ideal’s Lead Software Trainer, Dave Baumgarten.

The webinar entitled “Improve Your Margins without Losing Your Customers” will take place on Tuesday, May 5th at 1 p.m. (ET).

Click here to learn more.

Don’t Leave Money on the Table by Not Updating Your Price Lists


One of the biggest mistakes you can make heading into your busy season is not updating your price lists.  Ideal has updated many major manufacturer lists and have added additional lists. These lists can significantly increase your profitability during your busiest times, so it’s essential you update your lists each time a new one becomes available.  We’ve had dealers lose as much as $400 on a single item by simply not updating their price lists.

To put it in perspective, if you have $100,000 in part sales and your outdated price lists are off by 5%, you must increase sales by 25% to bring in the same amount as you would with the updated price list.

Cost of mis-pricing 500

Click here to download this image in PDF


Your Ideal system provides you with an easy overview of the status of your price lists as well as the ability to add new ones. To view the status of your price lists:
1) Go to Applications>Product>Load Price Lists
2) The PL History button will show you when you last loaded a specific list
3) The Purchase Price Lists Button (if you’re on notify) will allow you to purchase a new list

Price List Status

You can also view and order price lists online by visiting this link:

If there are any lines that you’d like to added to the database, or if you have any questions about your price lists, including whether or not you have the notify option selected in Ideal, please let us know by calling 800-737-1620 ext. 223 or 224 or emailing

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