INFO 5 Training Center

Karmak has flexible, cost-effective options to get new employees up to speed and keep experienced workers productive on your INFO 5 business system. Effective training can help improve efficiency, reduce problems, improve customer service, and protect your greatest asset—a highly competent workforce.

• Webinar Schedule
• Webinar and Training Center Class List: more than 50 sessions in all
• One-on-One Training
• Custom Webinars
• On-Site Training

INFO 5 Training Center Webinar Schedule

Webinar times listed below are Central Time. Each class is limited to 10 people. The cost is $50 per connection per hour, unless otherwise noted. Out of the office during scheduled Webinars? Not a problem. Give us a call at 1-800-252-7625 and we will schedule one at a time convenient for you. See the Webinar and Training Center Class List for additional sessions available on request.

Webinars allow one or several people at your location to engage in a live training session via the Internet while you talk to the Karmak training team on the phone.

See the ProfitMaster Training page for additional Webinars on our ProfitMaster modules.

INFO 5 Webinar and Training Center Class List

The following classes and Webinars and Training Center Classes are available by request, in addition to our regularly scheduled sessions.

Webinars let you conveniently attend 1-2 hour sessions from your location over the Internet. Training Center classes and workshops are conducted at the Karmak Training Center in Springfield, Missouri, or at selected locations. Each 1-2 day workshop offers in-depth training in a classroom environment. See the Class Agenda for class times.

Contact Jessica Vetter, Training Coordinator at , or 1-800-252-7625 for more information, or to schedule your training session today. Webinar fees are $50 per hour per connection; classes held at the Karmak Training Center are $250 per day per person.

COMPANY-WIDE

AS/400 Query Class (Basic)

For: Users with Command Line access who would benefit from custom reports and inquiries
For those who are not familiar with Query, this class provides the basic skills needed to create and edit simple one-file queries, as well as an understanding of internal and externally-described files. Also learn to develop custom reports and inquiries. At the end of this session, you can request a copy of your exercise queries and they will be sent the following week.

AS/400 Query Class (Advanced)

For: Users familiar with Query who have Command Line access
This class will give you the skills required to create and edit more complex queries, as well as an understanding of how to use Reflection macros to run nested queries, create procedures to run nested queries (requires Application Development Tools), and how to build custom menus to contain queries. Learn how to develop complex custom reports and inquiries. At the end of this session, you can request a copy of your exercise queries and they will be sent to you the following week.

Client Talk (Webinar)

For: Parts Managers, Service Managers
Find out how our new Client Talk module can help you save time and improve customer service by sending automated e-mail notification to your customers when their backordered parts have arrived or when their service operation is completed and the vehicle is ready for pickup. Learn how to set up customer-specific messages and customize e-mail alerts for your company.

Customer Web Services Overview (Webinar)

For: All Karmak users
Learn about our free online services available exclusively to Karmak customers. We’ll review the Customer Confidential website, including new documentation, product literature, and helpful links. We’ll also show you how Help Desk Live lets you track the status of your Karmak support incidents, and how to join the ProfitMaster Discussion forum.

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Daily Operating Control Report (Webinar)

For: Dealer Principals, Controllers, Department Managers, Office Managers
The Daily Operating Control (DOC) Report is often misunderstood when it comes to setting up or maintaining the information you would like to see on this report. This Webinar will teach you how to set up the report and make changes to accommodate your needs. Topics will include the following sections of the DOC Report: Sales Analysis, Expense, Key Account, Accounts Receivable, and Accounts Payable.

Data Migration from INFO 5 to Excel: Setup (Webinar)

For: Anyone interested in taking their reporting to the next level
This course will give you a basic understanding of ODBC setup and usage, which allows you to migrate data from your INFO 5 software into Microsoft^® Excel. You can then use this data to populate spreadsheets and charts with real-time results—as the data changes so can your spreadsheet. Use this process to effectively display and update your data, which will provide updated information when you need it.

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Data Migration from INFO 5 to Excel: Examples (Webinar)

For: Users with an understanding of ODBC usage, or who have attended the Data Migration from INFO 5 to Excel: Setup Webinar
We’ll show you practical examples that you can take back and develop with your own data using ODBC with your INFO 5 system. Extend your reporting and analysis options to meet your specific needs.

INFO 5 End-of-Period Process (Webinar)

For: All INFO 5 users
Do you ever wonder what really goes on during your system’s End-of-Day or End-of-Month jobs after you leave for the day? We will discuss the processes that take place and the different kinds of reports that are available. We will also review how to run custom jobs and query reports as part of your End-of-Day procedures.

FIDO: Using the INFO 5 Documentation CD (Webinar)

For: All INFO 5 users
This webinar discusses how you can get the most out of the FIDO documentation CD. Topics include: installation of Adobe^® Reader^® and FIDO, discussion of several INFO 5 manuals, using Adobe Reader, searching for documents, sharing FIDO across an internal network, limiting access to certain manuals, and the online version of FIDO on Karmak’s Customer Confidential web site.

INFO 5 Add-on Modules (Webinar)

For: All INFO 5 users
If you have ever wondered if there are parts of the INFO 5 system you are missing or additional functionality that could benefit your company, then this class is for you. We’ll explore optional modules that can be added to your current system and discuss how these combinations can allow you to more effectively use the INFO 5 business system to power your business.

ODBC Setup (Webinar)*

For: Anyone interested in taking their reporting to the next level
Learn how to build Data Set names and Distributed Data Management files. If you are not familiar with these terms, then you need to attend this class—this is the backbone of making data on your INFO 5 system come alive in interactive, real-time spreadsheets using Microsoft^® Excel^® 2007.

ODBC Usage: Part 1 (Webinar)*

For: Those who have attended ODBC Setup or have previous experience with Data Set names and Data Management files
In this class we will build upon your knowledge from the ODBC Setup class and import data from the AS/400 into Excel and build some exciting reports using live data.

ODBC Usage: Part 2 (Webinar)*

For: Those who have attended ODBC Setup and ODBC Usage: Part 1 or currently using ODBC to populate spreadsheets
Now that you have your data into Excel, you will learn some tricks to present the data graphically as well as in pivot tables. We will also show you formulas for converting dates stored in INFO 5 as numeric dates into true date fields that Excel can use to calculate things such as the number of days from the date opened to the date posted, and the average days.

* Those attending all three ODBC Webinars are eligible for an extra 1-hour session for one-on-one ODBC setup and support at no additional charge.

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ACCOUNTING

Accounting “Did You Know?” (Webinar)

For: Dealer Principals, General Managers, Controllers, Department Managers, Service Writers, Inventory Control Personnel, Purchasing Agents
This class will introduce you to INFO 5 Accounting procedures in G/L, A/R, and A/P that will eliminate time-consuming steps. We will also share tips on infrequently used menu options, as well as helpful hints and undocumented features.

Accounts Payable (Webinar)

For: Accounting Managers, Accounts Payable Personnel
For those with little or no exposure to the INFO 5 Accounts Payable module, this class provides a foundation in how payables are handled in the INFO 5 system. Topics covered include: invoice entry and reporting, scheduling partial payments, major file field definitions, and check runs and purges.

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Accounting Enhancements (Webinar)

For: Controllers, Office Managers, Accounting Managers, Accounting Personnel
The INFO 5 business system is constantly being updated with time and money saving enhancements designed to make your accounting department more efficient. You won’t want to miss this class to learn about the new features and fixes available now, as well as those coming in the next INFO 5 release.

Accounts Payable Invoice Entry (Webinar)

For: Office Managers, Accounting Managers, Accounts Payable Personnel
This Webinar class will focus on Menu AAP2 in the INFO 5 system and cover most of the options on that menu.

Accounts Receivable  (Webinar)

For: Controllers, Office Managers, Credit & Collections Managers, Accounts Receivable Personnel
Gain better control of your receivables and avoid month-end headaches by reviewing the complete flow of cash and check payments into your company. We will cover entry and maintenance of customer accounts, customer account balance management, and month/year-end procedures.

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Accounting Tune Up (Webinar)

For: Controllers, Office Managers, Accountants, System Managers
Discover new ways to streamline accounting, such as scheduled accounting, open postings, as well as recurring and allocated journal entries. Are you no longer using that G/L number, or would you like history in a different account? We will show you INFO 5 Accounting procedures in G/L, A/R, and A/P that will eliminate time-consuming steps. We will also share tips on infrequently used menu options, as well as helpful hints and undocumented features.

Common INFO 5 Accounting (Webinar)

For: Controllers, Accounting Personnel
If you have ever asked yourself  “where did this accounting entry come from?” this class is for you. We will examine how the system determines accounting on counter tickets, work orders, recurring entries, and more. We will also demonstrate how you can separate revenues and cost-of-sales for things such as alignment jobs to ensure that you are recovering the cost of expensive equipment.

Financial Report Writer Overview (Webinar)

For: Dealer Principals, CFOs, Controllers, Accountants, Accounting Managers, Accounting Personnel, Office Managers
Gain a better understanding of the Financial Report Writer. Topics include terminologies, initial steps, and tips on creating a successful report.

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Financial Statements for Report Writer (Webinar)

For: Controllers, Accounting Managers, MIS Managers
Learn the preparation and formatting of custom financial reports that fit your needs. Find out what you must consider before setting up the report formats. Walk through the steps for setting up, requesting, and generating the reports.

Fiscal Year End Checklist (Webinar)

For: Owners/Presidents, Dealer Principals, General Managers, Parts Managers, Controllers, Accounting Managers
We will explain the procedures that must be performed at the end of the fiscal year. Topics include running the G/L year-end processing, printing a summary trial balance, entering adjusting entries, posting adjusting entries to the previous year Balance File, and printing financial statements for the previous year.

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General Ledger: Automated Journal Entries (Webinar)

For: CEOs, CFOs, Controllers, Accounting Managers, Accounting Personnel, Office Managers
This Webinar will explain the three types of General Ledger journal entries: Recurring, Allocations, and Default, and provide examples of each. For all three types of journal entries, topics include: creating, printing, generating, reviewing, posting, and deleting the entries.

INFO 5 General Ledger Schedules (Webinar)

For: CEOs, CFOs, Controllers, Accounting Personnel
How do I set up and use G/L scheduled accounts? When is the best time to start a scheduled account? How do I purge scheduled accounts? What kind of reports can I get out of scheduled accounts? If in doubt, this is the class for you. We will talk about all aspects of the scheduled accounting process.

INFO 5 Inventory Accounting (Webinar)

For: CEOs, CFOs, Controllers, Accounting Personnel
If you ever wonder how the debits and credits are determined when researching parts-related transactions, attend this class to find out. We will delve into how the system determines this set of debits and credits. You will also learn the accounting flow and common accounting entries for counter and work order parts.

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Open Postings (Webinar)

For: Controllers, Accounts Payable Personnel, and anyone having an interest in this feature
Learn how the inventory open postings programs will create a link between Inventory Receipts and Accounts Payable invoice entry. You’ll learn procedures to allow tracking inventory when the parts department has received the merchandise but you have not received an A/P invoice. And, you’ll learn how to track inventory where the A/P invoice has been received but the merchandise has not been received by the parts department. We’ll also discuss how to reconcile discrepancies from either the purchase order level or from the detail line item level.

INFO 5 Sales Tax Processing (Webinar)

For: Controllers, Accounting Personnel
Are you collecting the proper sales tax? In this class we will talk about how INFO 5 software is designed to ensure that you are collecting what should be collected. We will look at the setup of the Tax Rate file, as well as the interface points in INFO 5 that control when and how much tax is collected.

Scheduled Accounts Receipts (Webinar)

For: Controllers, Office Managers, Accounts Receivable Managers, Accounts Receivable Personnel
This Webinar will show you how to process receipts using Scheduled Receipts options. Learn how to create a deposit, apply receipts and post the transaction. You will also learn how to offset credit balances and how to apply write-off or credit amounts.

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PARTS

Branch Parts Transfer (Webinar)

For: Controllers, Parts Managers, and others wanting to learn more about the parts transfer process
This Webinar session will discuss how to use purchase orders to transfer parts from one branch to another branch. The class will explain the procedures used by the requesting branch to create the purchase order and the procedures used by the selling branch to create the picking ticket and create the order for the parts.

Caterpillar e-Hub Training - Parts (Webinar)

This Webinar session will discuss the Caterpillar e-Hub module as it pertains to parts. Topics include: Parts Pricing/Indicative Data Periodic Update, Parts Store Integrated Procurement, Menu ACATPR, creating and sending stock and emergency orders, Caterpillar cores, and part notes.

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Consignment Inventory Overview (Webinar)

For: Parts Managers, Inventory Control Personnel
The Consignment Inventory module allows users to track parts consigned, track sales of consigned parts and allow for physical inventory of consigned parts. This Webinar will provide an overview of this module. Topics include: setting up customer records, consigning parts, billing sold consignment parts, tracking consignment parts, the Parts Consignment Master Menu, reports and listings, and maintaining a consignment physical inventory.

Core Management Overview (Webinar)

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Creating & Receiving Purchase Orders (Webinar)

For: Parts Managers, Purchasing Agents, Purchasing Managers
This class will cover the details of creating manual, suggested, memo, and miscellaneous purchase orders, as well as the different options available to receive them.

Customer Pricing (Webinar)

For: Dealer Principals, General Managers, Parts Managers, Controllers, Pricing Personnel
If you have ever wondered if you’re taking advantage of all that INFO 5 has to offer in customer pricing, this class is for you. We will explain customer pricing from A to Z with practical examples. Join us for such topics as discount pricing, matrix pricing, velocity pricing, group pricing, and of course, specials pricing.

Front Counter Functions (Webinar)

For: Parts Managers, Inventory Personnel
This class will focus on counter ticket processing and billing, creating and activating quotes, and parts inquires.

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INFO 5 Basic Parts Manager Workshop

For: Parts Managers, Assistant Parts Managers, Branch Managers, General Managers, Owners
This class is ideal for the parts manager who needs an overview of the INFO 5 daily parts functions and how those activities relate to the management information provided by the INFO 5 system. Topics include maintaining parts master files, counter billing procedures, shop requisitions, customer order entry, creating and receiving purchase orders, entering and activating quotes, and parts inquiries such as customer equipment maintenance, shop requisitions by part number, and sales history by salesman or customer.

INFO 5 Advanced Parts Manager Workshop

For: Parts Managers, Assistant Parts Managers, Branch Managers, General Managers, Owners
This class offers the parts manager a better understanding of advanced functions within the parts department. Learn how to set up and maintain parameters that will allow you to better control gross profit levels in your department and customize pricing structures for your customers. We will discuss pricing logic, including discount pricing, matrix pricing, velocity pricing, group pricing, and specials pricing. Learn how to use Core Management to more efficiently track rebuilt inventory, determine the inventory value of core charges, and monitor customer and vendor core returns. Additional topics include obsolete stock, vendor returns, lost sales, re-ordering control parameters, physical inventory checklist, and parts management reports.

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Inventory Tune Up (Webinar)

For: Parts Managers, Inventory Administrators, General Managers
Find out what you can do to streamline activity in the parts department and make your inventory work for you. Learn how to keep different files clean, such as the salesman and item files, and process stock and core returns more efficiently. We will also show you how you can benefit from analyzing general sales history.

INFO 5 Parts & Service Enhancements (Webinar)

For: Parts Managers, Parts Personnel, Service Managers, Service Writers, General Managers
Join us to learn about the features and programs that have been enhanced in the latest INFO 5 Parts and Service modules to make day-to-day procedures even more streamlined. Find out how INFO 5 Version 7.3 helps keep your parts and service operations running at optimum efficiency.

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Parts Physical Inventory & Cycle Counting (Webinar)

For: Parts Managers, Inventory Personnel
Learn the steps to perform a complete physical inventory or cycle count, including what to do a week ahead of time and the day before, as well as the reports that need to be printed during the inventory.

Physical Inventory Cycle Counting & Bar Coding (Webinar)

For: Parts Managers, Inventory Personnel
Learn the steps to perform cycle counts of your inventory using a barcode scanner. Steps needed to prepare for cycle counting with the scanner will also be discussed.

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SERVICE

Back Counter Functions (Webinar)

For: Parts Managers, Inventory Personnel
This webinar will focus on adding parts to work orders, and using parts inquiries.

Caterpillar e-Hub Training - Warranty (Webinar)

For: Service Managers, Service Writers, Warranty Administrators
This Webinar session will discuss the Caterpillar e-Hub module as it pertains to Warranty. Topics include: Warranty Setup and Work Order Sweep.

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INFO 5 Parts & Service Enhancements (Webinar)

For: Parts Managers, Parts Personnel, Service Managers, Service Writers, General Managers
Join us to learn about the features and programs that have been enhanced in the latest INFO 5 Parts and Service modules to make day-to-day procedures even more streamlined. Find out how INFO 5 Version 7.3 helps keep your parts and service operations running at optimum efficiency.

INFO 5 Service Overview Class

For: Service Managers, Service Writers, Service Personnel
Recommended for service managers, service writers, and anyone else responsible for opening work orders, this class will cover the steps required to correctly open a work order on the INFO 5 system.

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INFO 5 Service Tune Up (Webinar)

For: Controllers, General Managers, Service Managers, Service Writers, Office Managers
Discover new procedures that will help reduce the clutter in the service department and throw your efficiency into overdrive! Learn tips for using estimate time and credit checking for mechanics, maintaining the tables file and billing rates, and equipment cleanup and purging. Eliminate time consuming steps and increase productivity in the service department through new tips, little known techniques, and undocumented shortcuts.

INFO 5 Service Time Entry (Webinar)

For: Service Managers, Service Writers, Service Personnel
Learn the different ways to enter, adjust, and reverse service time. We will also cover the various options service writers have for clocking technicians on and off work orders.

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Job Operation Codes (Webinar)

For: Service Managers, Service Personnel
Attend this class for step-by-step instruction on setting up and maintaining job operation codes. Learn how to set up expense job codes, attach additional job operation codes to one already set up, and set up default labor rates, comments, and parts lists.

Preventive Maintenance (Webinar)

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Service Manager Class (Basic)

For: Service Managers
This full-day class provides a basic knowledge of the day-to-day processes and how they can be used to provide essential information for managing the service department. Topics include: creation of work orders, keyword entry, labor entry methods (manual, time clock, group time clock, and bar code time entry), work order review, list processing review, and billing functions.

Service Manager Class (Advanced)

For: Service Managers
This class provides  the knowledge required to analyze service department operations in the areas of sales, productivity, and efficiency. Topics include: file creation and usage (Equipment Master, Service Tables, Job/Operation Codes, Standard and Customer-Specific Billing Rates, Parts List, and Preventive Maintenance), using estimates, and INFO 5 service information analysis.

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Service Overview, Part 1: Opening Work Orders (Webinar)

For: Service Managers, Service Writers, and anyone else responsible for using work orders on the INFO 5 system
This Webinar will focus on adding a customer, unit, and segments on a work order, as well as the options available when opening a work order.

Service Overview, Part 2: Reviewing, Closing and Billing Work Orders (Webinar)

For: Service Managers, Service Writers, and anyone else responsible for using work orders on the INFO 5 system
This Webinar is a continuation of the Service Overview, Part 1 Webinar. Topics to be discussed include: transferring labor, parts, and segments; reviewing work orders; closing work orders; and billing work orders.

Service Productivity/Efficiency Reports (Webinar)

For: Service Managers
This class will explain the various mechanic productivity and efficiency reports that are available within the Service module in the INFO 5 system.

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SYSTEMS

Clean It Up, Back It Up (Webinar)

For: System Administrators, IT Managers, IT Technicians
This class will show you ways to clean up the data on your INFO 5 business system to reduce disk space usage and allow the system to run more efficiently. We will also discuss the importance of doing backups on a regular basis and how keeping the system clean can reduce your backup times.

INFO 5 Menu Security (Webinar)

For: System Administrators, IT Managers, IT Technicians
Learn about the new security features in INFO 5 Version 7.3A that will allow you to password protect every menu and every option within your INFO 5 system. Also learn how to grant users access to only certain options on a menu. This is very helpful for users that need to access certain options on Accounts Receivable or General Ledger, for example, but not all of them.

Securing Your INFO 5 System (Webinar)

For: System Administrators, IT Managers, IT Technicians
Find out how moving to a higher level of iSeries/AS400 security will help you keep your data safe and your business running smoothly.

System Operations Class

For: System Administrators, IT Managers, IT Technicians
Learn the basic skills for administering an AS/400. After completing this session, you will understand the front panel indicators, be able to IPL the AS/400, manage devices, maintain security on an AS/400, perform system backups, apply PTFs, and know frequently used commands and manuals. Recommended for anyone who has job responsibilities for the day-to-day operation of an AS/400 system, system security, or making back-up copies of computer information.

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Systems “Did You Know?” (Webinar)

For: System Managers
Learn how to keep your INFO 5 system running more efficiently through new tips, little known techniques, and undocumented shortcuts. Discover new ways to save time and improve systems procedures.

Understanding Message Members (Webinar)

For: System Administrators, IT Managers, IT Technicians
Message Members are used to customize dealerships with built in options that Karmak has programmed into the INFO 5 software. This Webinar session will explain how to set up message members, how to use the MILO documentation, and will go into a discussion of some of the more important message members within INFO 5.

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RENTAL & LEASING

Maintain Contracts (Webinar)

For: Rental & Leasing Managers and Personnel
Join this session to learn how to create R/L units, create contracts, and add a unit to a contract.

Recurring Invoicing (Webinar)

For: Rental & Leasing Managers and Personnel
This Webinar focuses on billing multiple units from multiple contracts in one process from the Recurring Invoicing Menu.

Additional Invoicing Options (Webinar)

For: Rental & Leasing Managers and Personnel
This Webinar focuses on billing options other than recurring invoicing, such as Quick Invoicing, Reviewing and Closing Contracts, and the Rental Counter Menu.

Reporting Options (Webinar)

For: Rental & Leasing Managers and Personnel
In this session we will review many reporting options that are available through the R/L Report Menu, such as the Yard Check Report, Transaction Reports, and Customer Trend Analysis.

Profit and Loss Report (Webinar)

For: Dealer Principals, General Managers, Controllers, Rental & Leasing Managers
We will focus on setting up and maintaining the R/L Profit and Loss Report, including setting up message members and account numbers.

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INFO 5 Training Center Daily Class Agenda

One-on-One Training

Come to Karmak’s Training Center in Springfield, Missouri for one-on-one training. Participate in a training session involving your company only, scheduled at your convenience. You will get personal attention from a Karmak trainer and be able to focus specifically on your needs as related to your business system. Contact the Karmak Training Center at , or 1-800-252-7625 for more information regarding One-on-One training

Custom Webinars

In addition to our regular Webinar offerings, we can customize online training to meet your individual needs. It’s a time-saving, cost-efficient way to get training on just what you need, when you need it. All you need is an Internet connection to a PC at your location to engage in live, interactive training sessions with the Karmak team. Webinars allow two-way viewing and control of remote computer systems, while you talk over the phone with a training specialist.

With a single connection, several employees at one location can attend a Webinar for the cost of one session. Using multiple connections, employees at different locations can attend the same session without leaving their own branch. Webinars can also be recorded and archived for off-line viewing.

Contact the Karmak Training Center at , or 1-800-252-7625 for more information regarding custom Webinars.

On-Site Training

Take advantage of having a trainer at your location and get several people in your company exposed to training in the work environment. On-site training programs are available on INFO 5 and ProfitMaster modules, and can be customized to meet your needs. Contact the Karmak Training Center at  or 1-800-252-7625 for information.

This page was last updated: Monday, June 28, 2010 08:53 AM