ASPEN’S INTEGRATED COMPONENTS AND FEATURES
ASPEN’s integrated components keep all your Accounting, Customers, Inventory, Rental and Sales up to date and eliminate duplication of effort. For example, cost adjustments made to parts will automatically create journal entries to keep the subsidiary in balance. Transactions from other components create journal entries, keeping subsidiary ledgers in balance with the general ledger.
In ASPEN you are able to create a fully customized charts of accounts and fiscal years, and have unlimited control accounts in accounts receivable and accounts payable. Financials, statement printing and check printing are easy to run.
Customer Management and CRM:
In ASPEN you can easily maintain your customer records to include multiple contact information, addresses, units owned, and sales and service history. But customer management goes beyond just managing your customer records. ASPEN’s integrated CRM system brings together information across all departments to enable dealership management and staff to make quick, informed decisions.
ASPEN allows you to track and classify your customers, sales/quotes, equipment, work orders, and more. The information stored on your customer record impacts every department in the dealership. For example, classifying your customers by type, market and region/territory/zone provides the ability to target sales. Customer zones enables you to create delivery routes, and assigning tax jurisdictions to each ship-to address on file calculates the appropriate sales tax at point of sale.
Easy access to complete customer information such as their purchase, rental and service histories can help you to identify your top customers, follow purchasing trends, and anticipate and notify customers of warranty expirations and much more. Using this information, dealers can boost sales and service with timely, targeted email and direct mail and promotions.
Customer record management features:
-Pre-set fields for city, state and postal code/zip fields, default payment methods and tax jurisdictions/exemption
-Unlimited attachments to customer record: eg. TE certificates, contracts, photos of equipment, etc.
-Alert settings such as “remind customer of warranty expiration” to appear when invoicing.
-Multiple price groups setting for customer types such as contract, employee, good customer etc.
-Brand discounts for any kind of manufacturer.
-Ability to archive inactive customers and retain access to the record by reactivating.
View and maintain units, parts, parts orders, parts receipts, and parts substitutions. Easily create unit and parts transactions which create corresponding journal entries if necessary. Parts price updates install easily through a wizard. Move between parts and unit functions without losing where you came from.
Easily view and maintain Rental Groups and track capacity. Take reservations, deposits, bill recurring rentals and make adjustments.
One easy to use point of sale screen with the ability invoice parts, units, trades, miscellaneous charges and remarks on one invoice. One easy screen for managing work orders with the ability to invoice parts, misc charges, labor by segments, as well as invoice units/trades on same invoice. Built in time clock. Both POS and work order invoicing allow for multiple customers and multiple payment methods, including internals that post to General Ledger and Units.
Service Management and Tech Scheduling
Increase service department profits by tracking revenue vs. non-revenue hours and labor types, Keep techs up to speed with insight from detailed labor and efficiency reports, stay on top of open work orders, work in process, and sales/margin tracking using ASPEN’s reporting functions and Dashboard widgets. Save at least an hour a day with ASPEN’s Technician Availability Calendar and improve efficiency and speed up workflow using ASPEN’s Standard Job Codes and manufacturer’s flat-rates.
Accessing Information in ASPEN
ASPEN provides users with many options to find the data they need, including a large selection of reports that are drillable to source records can be exported to Word, Excel, PDF and other commonly used formats. Reports can be generated and run in the background while other functions of the program are open and being worked on.