Ibcos Gold Online Product Tour

Explore Every Aspect of Ibcos Gold in This Self-Paced Online Product Tour

See how Ibcos Gold, our all-in-one software solution, can simplify various processes at your machinery dealership, while giving you all the data you need to know how your business is doing — and where it’s headed.

Explore Every Aspect of Ibcos Gold in This  Self-Paced Online Product Tour
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Workshop

Many dealerships struggle with keeping their workshops as efficient and profitable as they need to be. With Ibcos Gold, you can easily access all your history, manage deadlines, and ultimately, ensure that your workshop delivers top-notch service at all times.

Explore each function of the Ibcos Gold Workshop module in the slideshow below.

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Add workshop jobs quickly and easily

Create workshop jobs, while specifying job type (Retail, Warranty, PDI or Internal), customer and equipment details, priority based on the urgency or nature of the job and more, so that you can keep yourself and your engineers organised.

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Access complete service history

Link jobs to specific equipment/machine records, providing both a work history of customer-owned equipment and internal cost allocation against company inventory.

Workshop

Reduce manual data entry

Input work instructions onto the job or pull them from a standard instruction template to save time on re-occurring data entry.

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Inform customers through SMS messages

Send automated SMS messages to your customers directly from the job to keep them updated on your progress.

Workshop

Set budgetary limitations

Manage job budgets on labour hours, labour value or parts value, so that you know where you stand financially.

Workshop

Ensure your workshop stays on budget

Set the percentage value for your budget to trigger a warning whenever the actual values exceed the job budget values.

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Produce professional invoices

Use one of our standard formats to create professional invoices in just a few clicks – or use custom design options to make your own modifications.

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Analyse equipment events

View equipment events to see service information such as First Service FOC, 3-Year Service Plan or advisories noted from the work completed earlier.

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Workshop

See all available labour hours

Instantly view available labour hours for the month, week and day on one screen to find out how productive your service department really is.

Workshop

View all jobs at once

Use the service manager overview too see all planned and unplanned jobs on the same screen to start scheduling tasks right away.

Workshop

Simplify job planning

Plan each day by scheduling tasks to your engineers, based on available engineer hours, client / engineer location, engineer skill level and parts availability. You can also allocate lengthy jobs across several days or multiple engineers on a single day.

Workshop

Easily narrow down your job list

Use viewing filters to focus on specific jobs when required by switching the work view rapidly. You can create viewing filters based on job type, priority, parts availability and customer location.

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Analyse each job

View key job information, including its status and customer details, simply by hovering over it.

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Manage time more easily

Schedule and allocate time to an existing job in a matter of clicks.

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Invoice your clients faster

View completed jobs to enable efficient client invoicing all from one screen.

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Easily produce service reports

Produce service reports at varying levels of detail, including aged analysis of outstanding WIP (work in progress).

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Export report data into Excel

Export each report into Microsoft Excel to produce business-specific reporting formats, using the software you are already familiar with.

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See your labour efficiency

Pull up reports to view labour efficiency KPI’s, including utilization of hours split by job type, efficiency calculations per engineer, recovery rate measurement and hours sold vs. taken.

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View outstanding retail work

Access WIP reports at detailed and summary levels to gain clear visibility of outstanding retail work.

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Measure average turnaround time

View workshop turnaround reports to measure the average number of days it takes to complete a job – from the moment it’s created in the system to the moment it’s invoiced – and identify inefficiencies that hold back certain jobs from being invoiced on time.

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Analyse your level of productivity

Access labour utilisation report to measure how all your booked labour hours are being utilised across the service department to ensure your team is as productive as it can be.

Plant Hire

Whether you have a permanent hire fleet or you hire out your used equipment, your hire business can be a huge source of revenue, if managed properly. With Ibcos Gold, you can oversee every aspect of your hire operation using one seamless interface – and in turn, raise your profits.

Find out how the Ibcos Gold Plant Hire module can help you manage your hire business in the slideshow below.

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Stay on top of your equipment

Manage your entire fleet of equipment through the Plant Hire module and access details such as the equipment status, location and category.

Plant Hire

Record all transactions

Keep a full transaction history for each asset, including the details on sales revenue and ongoing costs.

Plant Hire

Zero in on financial details

Review the net income, sales revenue, ongoing ownerships costs as well as depreciation and lease costs recorded on individual hire assets to gain an accurate financial representation of your hire fleet.

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Plant Hire

Keep detailed contract records

Create hire contracts for either a single fleet asset or multiple ones and record key details such as customer contact and billing information along with the location of equipment use.

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Streamline information input

Easily allocate assets against customer contracts, set the hire period, charge code and rate. Charge a deposit and/or insurance fee, if applicable.

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Discover more revenue opportunities

Conduct an equipment search based on availability and equipment category to avoid missing hire revenue opportunities.

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Get paid faster

Produce full or interim invoices directly from hire contracts to ensure timely payments.

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Plant Hire

Simplify asset transfers

Freely transfer assets between your wholegoods stock and hire fleet, with details like make, model as well as serial and registration numbers included automatically, alongside a financial posting, to ensure accurate reports.

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Automate hire charges

Produce hire invoices within a single batch routine, with hire charges automatically calculated based on the charge type (hourly, daily, weekly or monthly) and charge rate.

Plant Hire

Update depreciation information faster

Set depreciation rules against your hire assets and run monthly depreciation updates to trigger automatic writedowns across your assets, saving time on manual entry.

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Stay informed at all times

Access detailed reports ranging from contract/equipment profitability to utilization and budgets, so that you can make more informed business decisions.

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Analyse costs more effectively

Produce Plant Cost Analysis reports to view your financials by equipment, contract or operator.

Parts Control

For most dealers, maintaining full control over their parts business is a constant challenge. With Ibcos Gold, you can track what’s on your shelves at all times – either from your desk or anywhere else in the dealership – and ensure your customers are always happy.

Find out how the Ibcos Gold Parts Control module can help your parts department become more effective than ever before.

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Find specific parts faster

Quickly locate parts thanks to a wide variety of search criteria – start with a brand and then narrow the search down to a specific range of filters within a set location range.

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Access key part data in real time

Review key stock information for each part all in one place, including stock quantity on hand, WIP quantity, on-order quantity, customer allocations, stock on service vans and so on.

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Restock automatically

Auto-replenish inventory via intelligent ordering rules within the Parameter Ordering system that analyses rolling usage and hits data that’s automatically recorded at part level alongside YTD and Previous Year’s sales performance.

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Record lost sales

Automatically update  product demand based on the recorded lost sales information and trigger stock replenishment routines once the demand threshold has been reached, ensuring that no sales opportunity is missed.

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Analyse your inventory levels

Measure your parts stock turnover on a rolling 12-month basis to see the rate at which your inventory is used and thereby avoid overstocking and/or understocking.

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Sell the right products

Measure the total number of customer order requests and compare them against the number fulfilled from your stock to find out if your inventory profile is aligned with customer demand.

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View real-time manufacturer data

View manufacturer inventory details in real time directly from Ibcos Gold, thanks to Gold’s integration with respective manufacturer systems.

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Reduce errors and save time

Save time on processing deliveries and purchase invoices and reduce input errors by using Gold’s electronic Parts GRN & E-Billing integration for most major manufacturers across the Agricultural industry.

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Ensure pricing accuracy

Keep your part prices up to date and in line with your manufacturing partners by loading price files and price updates into Ibcos Gold.

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Track individual serial records

Easily maintain unique part records for warranty audit requirements and servicing/repair work thanks to individual serial record tracking, which is especially useful when products are ordered and sold in high volumes.

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Sell more parts

Move your serial-numbered parts faster thanks to a simple, compact interface that lets you look up part information in a matter of seconds and then print it on the sales invoice.

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Retain workshop history

Automatically record your workshop history each time you carry out routine servicing, chargeable repairs or manufacturer warranty claims against serial-numbered products – and look it up whenever you want.

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Automate inventory replenishment

Create your own inventory replenishment rules to suit your industry requirements, along with the order suggestions that reflect the sales demand within your business, ensuring a healthy stock turn.

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Account for seasonality and trends

Create re-order groups with your own rules to reflect seasonality and buying trends, such as annual stock orders vs. weekly orders.

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Accelerate stock order creation

Produce suggested orders for each brand based on your parameters and carry out required adjustments without manually typing in part numbers.

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Improve your point-of-sale efforts

Accelerate your point-of-sale efforts with the ability to produce professional invoices for cash and account customers, sell and order parts in one routine and set automated sales discounts using comprehensive rules.

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Take customer deposits on ordered items

Safeguard your investment by taking a deposit on the parts ordered by cash customers.

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Set your own promotions and discounts

Incentivise your customers to purchase parts by creating your own promotions, based on a wide range of criteria such as additional discounts, special pricing and “buy X get Y free” offers.

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Create a loyalty program

Easily award your customers with loyalty points and track how many of them are available for each customer.

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Make loyalty points redeemable

Redeem loyalty points on future sales transactions whenever they become available.

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Convert loyalty points into cash

Automatically deduct the cash value equivalent to the redeemed loyalty points from the invoice total.

CRM

The more you know about your customers, the better you can communicate with them. With the Ibcos Gold CRM module, you can tap into the sales data across your entire business to improve your existing customer relations – or establish new ones through ongoing communications.

Find out how the Ibcos Gold CRM module can help you attract and retain more customers in the slideshow below.

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Build a comprehensive customer database

Create and maintain a prospective customer database with key prospect information such as contact details, market analysis codes, competitive equipment data and so on.

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Keep everyone’s contact details

Maintain all key contact information for both customers and prospects.

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Improve your marketing efforts

Assign analysis codes to your customers and prospects as you learn more about them to produce more effective marketing strategies and align promotions according to your customers’ business needs.

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Closely monitor the competition

Record details such as make, model, specs and replacement dates for the equipment and machinery sold in your area by the competition.

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Maintain contact with every customer

Utilise the data collected across all the departments within your business to provide your sales team with updates on inactive customer accounts and ensure regular follow-ups.

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Keep an eye on customer activity

Generate automatic analysis reports to view customer turnovers and activity levels across all departments.

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Analyse every department

Create a wide variety of extract files containing customer data relevant to all areas of your business to ensure regular aftersales follow-ups, identification of inactive or at-risk customers, product promotions directed at relevant business types and so on.

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Identify specific customer groups

Identify the customers with no aftersales following the equipment purchase to adopt various strategies to win their business – ranging from soft marketing to direct contact by your sales team.

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Engage through text messages

Prepare text messages with special offers and promotions and automatically send them to specific customer groups, such as short-term inactive customers, to ensure continual engagement.

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Assign customer events

Generate events against each customer and assign them to your sales representatives, with an action date and narrative.

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Access key data anywhere, anytime

View key CRM data, including customer and prospect records, previous equipment purchases, competitive equipment records and customer attribute profiling – from any location, at any time.

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Zero in on customers anywhere, anytime

Remotely access the contact details and other information on every customer or prospect within your system.

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Keep your sales team accountable

Give your salespeople access to their outstanding events – which can be created within the Web CRM application – to ensure they never miss that visit or phone call.

Wholegoods

Whether you sell used or new equipment, poor inventory management can easily lead to poor profits. Using Ibcos Gold, you can maintain full control of your machinery stock – and ensure that nothing ever falls through the cracks.

Find out how the Ibcos Gold Wholegoods module can allow you to keep a close eye on all your products in the slideshow below.

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Find any wholegood in seconds

Easily look up information on any wholegood in your inventory, using its serial, registration or order number, customer name, date ranges or any other search parameter.

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Maintain detailed stock records

Store and access machinery stock details such as status, location, model and group type.

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Zero in on asset details

Retain vast amounts of information for each unit – from costings to service history.

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Review wholegood costs

Access detailed wholegood cost breakdowns, including PDI costs, purchase invoices, supplier bonus credits, journals and over-allowances from trade-ins.

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Archive your service history

View the full service history of each wholegood record at any time.

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Keep track of depreciation

Easily apply depreciation against individual or combined wholegood records, based on age and groups.

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Access performance reports

Generate an extensive range of reports on your wholegoods, ranging from inventory lists to sales analyses.

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Monitor your stock levels

Access audit reports that list your nominal values alongside the stock valuations to ensure your inventory levels are where you want them to be.

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Record your wholegood orders faster

Create wholegood records when you order your wholegoods from the supplier – and allow customers to reserve them.

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Add and update costs

Easily include information such as retail prices and expected PDI charges when creating your wholegood records.

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Pre-enter your wholegood specs

Enter the specification descriptions that will appear on all orders and invoices to save time.

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Keep all your serial numbers

Maintain a vast range of serial numbers and similar details, so that nothing ever gets lost.

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Accelerate all transactions

Speed up each transaction by using the same interface to produce wholegood invoices, handle finance deals and trade-ins as well as add extras such as accessories, haulage charges and invoice comments.

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Verify deal profitability

Automatically create summaries of every deal to clearly see their profitability.

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Convey payment clarity

Easily distinguish outstanding amounts from deposits when setting up finance deals.

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Accelerate invoice creation

Quickly create clean and professional finance invoices that contain information on both the finance company and the customer – along with other crucial details.

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Print additional values on invoices

Record customer deposits and part exchange finance settlement values that you can print on the invoice.

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Produce clear payment information

Print invoices that clearly show the balance of finance to keep your customers informed about their payments

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Automate accruals and prepayments

Take care of all the accruals and/or prepayments that occur each day, keeping your costs accurate and accumulated over the right period of time.

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Manage your supplier bonuses

Use a simple form to record the supplier bonuses that need to be allocated against wholegoods – once they have been sold.

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Monitor outstanding bonuses

Keep track of all your outstanding bonus credit notes and compare them to your nominal values to make sure everything checks out.

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Avoid unnecessary balance errors

Rely on the system to correctly align finance balances and accounts, no matter the scenario, to save time and avoid confusion.

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Automate commission calculations

Set up commission calculations any way you want – whether you decide to do them deal by deal or rely on washout chains.

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Amend commissions at any time

Automatically calculate commission payments for your sales reps as often as you want, with the option to override the process whenever you want.

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Watch your commission payments

Automatically update the wholegood records and nominals to reflect the commissions that you have paid.

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Avoid overpaying

Get clear a breakdown of how the sales and costs have been calculated to make sure you are not overspending.

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Keep an eye on your bottom line

Track each stage of the washout chains and see the bottom line to ensure that not a single penny is wasted.

Accounting Ledgers

Managing cash flow and profitability in a timely fashion is a huge hassle for many dealerships – yet it’s also incredibly important. With Ibcos, your accounting department gets everything it needs to process all of your transactions and analyse their effect on the bottom line.

Learn more about the Ibcos Gold Accounting Ledgers module and how it can help your dealership in the slideshow below.

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Stay on top of all transactions

Easily view all outstanding and/or historical sales transactions, whether they come from the POS, Workshop, Wholegoods or Plant Hire module, and post receipts to update debtors and cash books.

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Easily access transaction-related details

Use hyperlinks (the green text) to view all invoiced and current work-in-process transactions, along with all linked equipment.

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Keep track of all customer interactions

Create tracking events to record all your interactions with each customer.

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Fully retain all contact details

Organise all your customer contact information and use it to e-mail out invoices and statements.

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Speed up debt repayments

Automatically generate and issue debt letters to ensure faster payments.

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Accounting

Connect with your suppliers more effectively

Stay more connected with your suppliers thanks to the ability to easily access all outstanding and/or historical purchase transactions, create tracking events to record your interactions with each supplier and organise all your supplier contact details, which you can then use to e-mail out purchase orders.

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Automate key daily tasks

Update creditors and cash books and generate scheduled payment runs by BACS.

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Keep all your purchase invoices organised

Access all purchase invoices posted via the Parts, Wholegoods and Plant Hire modules (for accurate inventory control) or to overhead accounts in a matter of seconds. In addition, post and store all supplier invoices along with credits and statements digitally.

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Access all the necessary details quickly

Use the enquiry functionality to drill down into operational details in just a few clicks.

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Control your budgets

Easily set up budgets and compare them to your actual results.

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Simplify bank reconciliation

Easily reconcile payments and receipts.

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Optimize your cash flow

Make quick cash flow forecasts by generating easy-to-use reports.

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Keep all your assets in order

Order, receive and confirm assets within the register, as well as transfer them to and from the Wholegood or Plant Hire module. In addition, easily account for depreciation.

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Save time on asset purchasing

Purchase assets faster thanks to an easy-to-use interface.

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Streamline asset disposal

Dispose of assets more easily thanks to a simple, user-friendly interface.

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Expedite VAT returns

Calculate, amend and submit your VAT returns quicker than ever before by relying on a single interface.

Web CRM

Thanks to the Ibcos Gold Web CRM, your sales team can gain access to vital customer information in the field, making it easy to pinpoint and contact the hottest leads anytime, anywhere.

Find out how the Ibcos Gold Web CRM module can help you improve customer relations, boost sales and more in the slideshow below.

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Carry your CRM data with you

View key CRM data, including customer and prospect records, previous equipment purchases, competitive equipment records and customer attribute profiling – from any location, at any time.

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Get customer details on the go

Remotely access the contact details and other information on every customer or prospect within your system.

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Keep your sales team accountable

Give your salespeople access to their outstanding events – which can be created within the Web CRM application – to ensure they never miss that visit or phone call.

Web CRM

Workshop Scheduler

Reduce workshop scheduling to just a handful of clicks with the Ibcos Gold Workshop Scheduler. If you believe your workshop is not as efficient with time as it should be, this tool will help you fix that right away.

See how easy it is to use the Workshop Schedule module in the slideshow below.

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See all available labour hours

Instantly view available labour hours for the month, week and day on one screen to find out how productive your service department really is.

Workshop Scheduler

View all jobs at once

Use the service manager overview too see all planned and unplanned jobs on the same screen to start scheduling tasks right away.

Workshop Scheduler

Simplify job planning

Plan each day by scheduling tasks to your engineers, based on available engineer hours, client / engineer location, engineer skill level and parts availability. You can also allocate lengthy jobs across several days or multiple engineers on a single day.

Workshop Scheduler

Easily narrow down your job list

Use viewing filters to focus on specific jobs when required by switching the work view rapidly. You can create viewing filters based on job type, priority, parts availability and customer location.

Workshop Scheduler

Analyse each job

View key job information, including its status and customer details, simply by hovering over it.

Workshop Scheduler

Manage time more easily

Schedule and allocate time to an existing job in a matter of clicks.

Workshop Scheduler

Invoice your clients faster

View completed jobs to enable efficient client invoicing all from one screen.

Workshop Scheduler

Stay Tuned

Stay Tuned

We’re in the process of building an online demo for these products

  • Web CRM
  • Document Store
  • Planned Maintenance
  • Postcode Anywhere
  • SMS Messaging
  • Workshop Scheduler
  • Parts PDA
  • Parts Barcodes
  • Payroll
  • Service App
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