Karmak Legend® Features Summary

Parts Management

Heavy Duty Inventory Management meets the needs of the most sophisticated inventory managers. Its powerful tools give managers complete control over their inventory and its pricing. It is fully integrated with the Cross Reference & Substitution module, Purchasing Control, Core Management, and other modules.

Point-of-Sale Invoicing is one of the most extensive modules in Karmak's Legend business system. Information on any part number is immediately available from the invoicing screen. Your management predetermines pricing, and at each major entry point, the program provides online help to assist sales personnel with their options.

Alternate Ship-to Customer Addresses allows you to create an unlimited number of alternate ship-to addresses for each of your customers. Sales personnel quickly and easily access these addresses from the order entry programs.

Purchasing Control Management allows system-generated suggested orders, easy on-screen maintenance with instant update of totals, and printed final purchase orders. Gordon Graham, perhaps the best known authority on purchasing and inventory control for durable goods, has had considerable influence on the design of Karmak's Purchasing Control Management software. Most of Mr. Graham's concepts are included in Karmak's purchasing logic.

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Alternate Source Purchasing allows entry of an unlimited number of vendor sources, part numbers, and purchase quantities for any inventory item. You may store the unit cost with each alternate source part number. All of the alternate sources and their respective costs may be displayed or printed as part of the suggested purchase order report.

Automatic Backorder Filling virtually eliminates the unnecessary delays that prevent the timely filling of customer backorders and special orders. Backorders and special orders are identified at the time orders are received and can be set aside for immediate shipment. Once customers learn you are processing their backorders and special orders quickly, their confidence in you increases, as does your business with them.

Automatic Cross-References and Substitutions fully integrates into the Order Entry and Inventory Control modules. With Cross-References & Substitutions you quickly identify thousands of items that otherwise become lost sales or double inventory. See CrossMaster-HD® for more.

ProfitMaster® Bar Code Receiving allows you to raise your inventory efficiency by speeding up mundane activities in the warehouse, while improving accuracy and simplifying the overall process.

  • Permits interface from a hand-held bar code scanning device to the Legend Inventory Management System to scan items as they are received

  • Produces bar code shelf labels, and then the same hand-held bar code scanning device can be used to input the part’s number directly from the shelf labels

  • Provides an interface into the Cycle Counting and Physical Inventory module

  • Dramatically increases the speed and efficiency of your back counter operations

See ProfitMaster Bar Coding for more information.

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Core Tracking and Accounting handles the special problems arising with heavy-duty cores. Legend tracks cores by part number or by core class. This allows you to use the same core part number for many different exchange items. Each exchange item is linked to a core part number so those cores are automatically billed when exchange items are sold. Lower credit amounts can be issued when customers return damaged or competitive cores.

Cycle Counting and Physical Inventory offers the ability to perform periodic physical counts on small portions of your inventory. This allows you to count your inventory several times per year, giving you more confidence in the shelf quantity accuracy.

You can check discrepancies and identify problems more quickly than with a year-end complete inventory count. In fact, cycle counting may eliminate the need to close your doors at the end of your fiscal year while you count your entire inventory.

Featured Items Control addresses those particular situations related to "specials" or "features." Treat any part number as a featured item. Enter the dates you want the feature to start and end and enter the feature prices. The software automatically begins and ends the feature period, generating report information that tells you how successful the feature sale was.

Inventory Report Generator supplements the many reports provided as part of the Inventory Control module. You can easily create your own reports in the format you desire, save the format, and rerun the reports whenever you wish.

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Kit, Assembly & Template Management is one of the most powerful modules in Karmak's Legend library of software. Kits containing any number of items are easily "built" or "exploded" on the Legend system and tracked appropriately in inventory. Assemblies ("phantom" kits) are just as easily created. Assemblies are kits that are never stocked in inventory—only the detail parts are stocked and then pulled together when the assembly is sold. Templates are informational records and can be a combination of inventory part numbers and assembly part numbers.

Part Messages: Purchasing, Pricing, and Sales easily "attaches" notes about specific items or vendors to part numbers. These notes appear on either suggested purchase orders or the final copy of vendor purchase orders. Part Messages allows purchasing and sales personnel to give special instructions to the vendor on specific part numbers, create reminder messages for themselves about an item, and create reminder messages for price updating. Reminder messages can also be automatically displayed when a part number is accessed on the order entry screens.

Parts Remanufacturing Management allows you to track both material and labor used to remanufacture any product in your inventory. This system also reminds you that cores must be added and provides an average cost-per-piece for each batch of remanufactured products.

At the end of the month, the software provides a summary of all remanufactured items completed during the month. You receive an average cost per item comparison for management review.

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The Spring Research Institute (SRI) Electronic Catalog includes thousands of SRI cross-references because of a special licensing arrangement between Karmak, Inc. and the Spring Research Institute. It is no longer necessary to thumb through five or six SRI manuals looking for a spring. Karmak's SRI Electronic Catalog finds it for you in seconds.

Special Discounts and Contract Pricing allows you to quickly and easily modify customers' prices to provide special discounts on specified product lines or part numbers. These modifications can be set to expire on a specified future date.

Price File Transport processes price file requests from Legend business system customers and sends the price files via the Internet. The files are sent via File Transfer Protocol (FTP) to the business system and then put into their proper directory. Inventory maintenance is reduced since the part number information and prices are imported directly from the vendor's price file.

On-Line Customer Inquiry System is used by your customers to allow them to check your inventory and all of their backorders. If you have given them purchasing privileges, they can select items to be committed to a picking list and enter order comments.

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Service Management

Heavy Duty Service Shop Management provides complete computerization of a truck service facility. Easily created, service shop orders can include up to 99 operations. Actual time worked by each employee on each operation is tracked by the system (see also Bar Code Time Entry) and is quickly compared to the operation's flat rate or "book" time.

The software automatically updates history data for vehicle units, customers, employees, and operations as work progresses. Service Shop Management is fully integrated with Inventory Control, Accounts Receivable, Purchasing, Sales & Profit Analysis, Preventive Maintenance, and many of Legend's other software modules.

Bar Code Time Entry allows you to track repair orders, job numbers, and employees using bar codes. With the wave of a wand, your technician clocks onto a job and off of the previous job at the same time.

Preventive Maintenance Management allows you to notify a customer when a particular unit is due for service based on miles, hours, or days. If the unit is a contract unit, the system automatically posts to the correct general ledger account; if the unit is by the job, the system generates a repair order. In both cases, the software keeps track of all costs associated with the unit.

Alternate Accounting Schedules allows specified service shop operations and shop and counter invoices to update selected general ledger accounts rather than the typical sales accounts. You can generate, by control number, a more detailed audit trail of balance sheet accounts.

Automatic Cross-Reference and Substitutions fully integrates into the order entry and Inventory Control modules. With Automatic Cross-Reference and Substitutions you quickly identify thousands of items that otherwise become lost sales or double inventory.

Core Tracking and Accounting handles the special problems arising with heavy-duty cores. Legend tracks cores by part number or by core class. This allows you to use the same core part number for many different exchange items. Each exchange item is linked to a core part number so those cores are automatically billed when exchange items are sold. Lower credit amounts can be issued when customers return damaged or competitive cores.

Customer Unit Detail Display allows you to enter information in up to 18 fields -- several that you can define -- on all customer vehicles. Data such as unit number, make, model, and VIN are standard among the 18 fields.

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Sales Management

ProfitMaster Sales Management, a unique Windows-based product for the heavy-duty industry, is fully integrated with the Karmak Legend system. Designed to handle the nuances of trucks and trailers, this system can be tailored for individual needs with user-defined drop-down lists and flexible reporting options. All items effecting the cost of a unit are automatically tracked through the system, including Local Purchase Orders for service work, additional parts, and outside repairs, so there are no surprises after a deal is made. Interfaces with Parts, Service and Accounting to improve interdepartmental communication and save administrative time. Windows ease and compatibility lets you process deals efficiently, quickly locate units in inventory or off-site locations, and utilize industry-standard programs such as Crystal Reports® for improved analysis of your total sales operations.

  • Track multiple contacts per customer
  • Create potential trade-in units in inventory
  • Sales person can manipulate price during negotiation
  • Track all components, characteristics, dates, and costs
  • Automatically create customer's service unit
  • Use more than 70 available reports
  • Import data into third-party programs
  • Track Local Purchase Order details
  • Create multiple deal packets for one deal
  • Display unit cost details from General Ledger
  • Track all unit changes
  • Easily manage multiple deliveries for a single deal

Visit the Sales Management page for more information.

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Accounting Management

Customer Report Generator gives credit managers, office managers, and sales people the flexibility of printing customer information in a format that they design. Information from the customer record can easily be included or omitted from any report you choose.

Accounts Payable Management is an open items system fully integrated into Legend's General Ledger module. Payments may be selected by due date or by individual invoices. The computer typically prints checks, but hand-written checks are easily accommodated by the system.

The Accounts Payable Management module allows posting to two consecutive months—allowing you to begin posting to a new month while the previous month remains open for final posting.

Financial Report Writer allows you to control the format for income statements and balance sheets—down to line titles and the accounts each line title represents. Additionally, information can be spread to show several months, departments, or branches, reflecting the intent of a specific report.

General Ledger Management is fully integrated into other modules including Point-of-Sale Invoicing, Accounts Receivable, Accounts Payable, Payroll, Heavy Duty Service Shop Management, Alternate Accounting Schedules, Notes Payable Monitoring, Parts Remanufacturing Management, and ProfitMaster Sales Management.

SUCCESS STORY

"Our managers and bankers depend on Karmak's financial reports. We can set up specialized income statements and balance sheets to analyze and compare branches and departments over many fiscal years in just a few minutes with the Basic Report Writer program. And when we really need something unique, the Custom Report Writer module allows us to do the most complex financial analysis."

Albert Pepin,
General Manager,
Inter-Boucherville Inc., Boucherville, Quebec

 

General Ledger Recurring Journal Entries allows automatic posting of specified general ledger accounts on a monthly basis. You no longer have to remember to do the postings each month.

Payroll and Personnel Management—Legend offers full integration with Abra Payroll®, available separately from Best Software. This integration allows you to combine Legend's industry-tailored accounting package with one of the most comprehensive and flexible payroll systems available, as well as the entire Abra Suite® of personnel management programs, including human resources, tax filing, recruiting and training options.

Notes Payable Monitoring allows the accounting department to establish regular payment dates for various notes and post each of those notes to the appropriate principal and interest general ledger accounts.

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Accounts Receivable Management is an open items system that allows you to select balance forward statements for selected customers. In addition, multiple branch companies may chose either a centralized customer base, a separate customer base for each branch location, or a combination of the two.

Core Tracking and Accounting handles the special problems arising with heavy-duty cores. Legend tracks cores by part number or by core class. This allows you to use the same core part number for many different exchange items. Each exchange item is linked to a core part number so those cores are automatically billed when exchange items are sold. Lower credit amounts can be issued when customers return damaged or competitive cores.

Fixed Asset Depreciation Analysis allows you to calculate and track the depreciation for fixed assets, calculating the monthly deduction you can take to recover the cost of property used for more than one year. The module conforms to the IRS-recognized methods of depreciation.

General Ledger Accounting Schedules allows you to have a more detailed audit trail of balance sheet accounts, through the use of control numbers.

Alternate Accounting Schedules allows specified service shop operations and shop and counter invoices to update selected general ledger accounts rather than the typical sales accounts. You can generate, by control number, a more detailed audit trail of balance sheet accounts.
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Lease & Rental Management

Lease and Rental Management is designed for the maintenance of a database containing detailed information about leased or rented units. The software will track revenue generated and expenses incurred on each unit. Notes payable may be tracked on a unit and an amortization schedule may be run on this note.

The system also offers the ability to analyze multiple types of depreciation on units. The system contains a rental-invoicing program designed to invoice rental agreements in a standard Karmak invoice format.

  • Stores insurance information, licensing detail, notes payable due, and depreciation analysis by unit
  • Search for units by type of unit and at all branches
  • Profit and loss activity detail can be reported by unit number, by customer, or by unit type at each branch
  • Automatically checks the expiration of your customer's liability and physical damage insurance
  • Automatically recalculates billing amounts when a customer increases the amount of time the unit is in use
  • Handles multiple locations
  • Checks the available credit of your customer automatically, regardless of which branch is opening the order
  • Ability to establish different discounts by type of unit, class, or customer
  • Stores complete driver information
  • Completely integrated with Fixed Assets Depreciation
  • Completely integrated with Notes Payable and allows for tracking all notes on all units
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OEM-Specific Options

OEM Communications interface with manufacturers' systems to help you manage your business, reduce paperwork and eliminate errors. You get the advantage of Legend's warranty and purchase order tracking capabilities with the ease of computer-to-computer data transmission. Capabilities include stock order download, warranty claims download, financial reporting, financial download, parts locator download, fleet charge transfer, vendor managed inventory, and other special functions. Visit our Factory Interfaces page to see our full line of OEM options.

Director Series Interface

Our exclusive interface connects your Legend system with your customers running Karmak's Director Series software.

  • Allows your customers to electronically place stock orders, send emergency orders, and check parts availability
  • Automates ordering so you can fill orders more efficiently
  • Reduces errors and saves time in the Parts Department
  • Improves customer satisfaction and increase profits
  • Helps make YOU their preferred supplier
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Legend Access Terminal Emulation Software

Legend Access allows users to connect to and run applications on their Karmak Legend business system from a Windows-based PC, and offers functions previously unavailable in other emulation products. With simple installation and pre-configured settings, Legend Access helps improve efficiency of everyday tasks.

  • Simple setup—just enter the Legend system's IP address; all other settings such as key mapping are pre-configured to work with Legend

  • Define color coding based on your personal preferences

  • Easily preview and transfer many file types from Legend to PC using FTP

  • Quickly view many types of files from other directories on the Legend system (unlike many other emulators)

  • Print a selected area of the screen or the entire screen to a Windows printer

  • Easy-to-use Hold Screen, Text Drag and Drop, and Copy and Paste functions

  • Open multiple emulator windows for multitasking

  • Optionally connect to other systems such as routers, switches, printers, and servers

  • Send e-mail to Karmak’s Support and Consulting groups from inside the application

  • Quick links to Karmak online training and support sessions

  • Certified for Windows Vista™

Legend Access is available in English, Spanish, and French. For pricing and additional information on Legend Access, contact your Karmak sales representative, or call 800-622-6211.

Advanced Add-on Modules

Additional modules, including our ProfitMaster product line, bring even more features and flexibility to your Legend system. We have Windows- and web-based solutions that allow you to take advantage of eCommerce, sell parts over the Internet or from remote locations, utilize bar code receiving, track data in real-time, archive data electronically, and more. Visit Add-on Modules for details.

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To find out more about Karmak Legend, use our Information Request form, call us at 800-622-6311, or contact a regional manager in your area. To set up a free WebEx or on-site demo, use our Demo Request form.