*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

SDSSECUR
  • Environment Security (SDSSECUR*)
  • Copy an Employee
  • Give and take away access
  • Modification Logs
POS SECURITY

  • 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)