*ENTERTAINMENT
Cocktail Reception
May 22, 5:00 PM - 7:00 PM
Room: Saveur
Opening night at the conference - time to register and get your badge along with conference information while sharing a drink and some finger food with us!
Welcome Breakfast
May 23, 7:30 AM - 9:00 AM
Room: Ovation
Breakfast is on us! Come and enjoy a nice meal to get the day started, and get all the details on the day ahead.
Lunch Break
May 23, 12:00 PM - 1:00 PM
Room: Saveur
A good meal to get you revved up for the second half of the day!
Event Celebration Night
May 23, 5:30 PM - 10:30 PM
Room: SIX Resto Lounge
We have planned a Montreal-themed party that no one should miss - with culinary delights and spectacular surprises!
Breakfast
May 24, 7:30 AM - 8:30 AM
Room: Ovation
Start the second day off with a hearthy meal!
Lunch
May 24, 12:00 PM - 1:00 PM
Room: Saveur
One last opportunity to all share a meal together!
Accounting
Mastering Labour Inventory Management (WIP)
May 23, 2:40 PM - 3:50 PM
Room: Symphonie 3B - Stéphane Lavoie
- Labour Costs in POS
- Unapplied Time
- Payroll Accounting
- Technicians Overtime Management
- Payroll Accrual Management
- Work in Process Report (X56-5)
- Balance Labour Inventory Account at Month End
Doing it all with DOCs (Daily Operations Control)
May 24, 1:10 PM - 2:10 PM
Room: Symphonie 3A - Karen Valiquet
- DOC Days Configuration
- DOC Structure
- DOC Options
- DOC Creation
- Adding & Modifying Lines
General
Development News - SERTI MTL 2018 EXCLUSIVE!
May 23, 1:10 PM - 2:30 PM
Room: Ovation - Louis Laporte
Come hear our President announce all the new and exciting projects our development teams are working on!
Ask the Expert
May 23, 4:10 PM - 5:00 PM
Room: Symphonie 4
Come chat with an Expert about a particular challenge or question you have!
Up close and personal with StatsOnline
May 24, 2:40 PM - 3:40 PM
Room: Symphonie 3A - Mario Gemme
- Dashboard Creation
- Tab and Rolling Containers
- User Preferences
- Filters and Sorting for Selections
- Close-up of some Widgets
Ask the Expert
May 24, 4:10 PM - 5:00 PM
Room: Symphonie 4
Come chat with an Expert about a particular challenge or question you have!
Parts
Examining Part Groups (kits)
May 23, 9:00 AM - 9:50 AM
Room: Symphonie 7 - Alain Baric
- Part
Group Structure and Creation
- Part
Group Validation (Report)
- Replacement
Parts In Group Utility
- Using
Part Groups in POS
Understanding Part Pricing Management
May 23, 10:10 AM - 11:20 AM
Room: Symphonie 3A - Alain Baric
- How to freeze part prices
- Creation and Application of Matrices
- Special promotions – (by expiry date)
- Price Table management per customer
Conference Insider Info – Did you know? (parts & service)
May 24, 9:40 AM - 10:30 AM
Room: Symphonie 7 - Véronique Marcotte
- POS Part Sales History
- POS Purchase Orders
Winning at Managing Reports
May 24, 2:40 PM - 3:40 PM
Room: Symphonie 7 - Véronique Marcotte
- Inventory
Movement
- Parts
with modified prices
- Report
Scheduling
- Transactions
Report
- Part
Sales History
- Sales Volume Report (DSPSLS)
Sales
Conference Insider Info – Did you know?
May 23, 9:00 AM - 9:50 AM
Room: Symphonie 3A - Mario Gemme
Customizing SDSMerlin
- Table Preferences (at several screens)
- Miscellaneous Profit Display methods
- Profit Control by Type/Model Code/User
- Using the Side Menu
- Personalized Document Creation
- SDSMerlin Repair Order Display (PDF with SDSWin 6.0)
Creating a Marketing Campaign
May 23, 10:10 AM - 11:20 AM
Room: Symphonie 3B - Michel Tanguay
- Automatic Or Manual Email Campaigns
- SMS Campaign (SDS Mobile)
- Private Sales, OEM Warranty Expiration
- Financing or Leasing Contract Expiration
- Customer or Vehicle Anniversary
Successfully Manage Inventory
May 24, 10:50 AM - 11:50 AM
Room: Symphonie 3A - Mario Gemme
- Vehicles on Order
- Photo Management
- Web Price Management
- Third Party Company Export
Security
How SDSSECUR can help you tighten up that security
May 24, 8:30 AM - 9:20 AM
Room: Symphonie 3A - Alain Baric
- Environment Security (SDSSECUR*)
- Copy an Employee
- Give and take away access
- Modification Logs
- Access (give and take away, and copy too)
- POS Security Report Inquiry
- POS Security History Log Inquiry(X54-1)
- Print POS Security History List (X54-6)
Service
See everything with Shop Control
May 23, 2:40 PM - 3:50 PM
Room: Symphonie 7 - Alain Baric
- Parameter
Maintenance
- Skill
Maintenance Management
- Technician
Maintenance (customizing and rights)
- Dispatch
Methods (automatic, semi-automatic or manual)
- Work Assignment Filter
The goods on Recommended/Declined Maintenance
May 24, 8:30 AM - 9:20 AM
Room: Symphonie 7 - Véronique Marcotte
- Use and Advantages of Declined Maintenance
- Declined Maintenance Configuration
- Decline Code Configuration
- Declined Maintenance Analysis
Winning at Managing Reports
May 24, 9:40 AM - 10:30 AM
Room: Symphonie 3A - Alain Baric
- Sales Reports
- Advisor Performance
- Technician Productivity and Efficiency
- Work-in-Process and Unbilled Punches
Keeping a close eye on Op Codes & Packages
May 24, 10:50 AM - 11:50 AM
Room: Symphonie 3B - Alain Baric
- Advantages of using Op Codes & Packages
- Job Code Creation
- Package Creation
- Service Table (Op Code) Creation
Following up on Make and Model Assignment
May 24, 1:10 PM - 2:10 PM
Room: Symphonie 7 - Sylvain Laberge
- OEM Recommended Maintenance
- Dealership Recommended Service
- Follow-Up Tools and Reports
- Creation of Mailing Lists and Private Sales (email)
