Karmak Legend Training Center Class Schedule
Come to the Karmak Training Center at our headquarters
in Carlinville, Illinois, or selected regional locations
across North America, for intensive training in a
classroom setting.
Legend Training Center Class Schedule
Training Center Webinar Schedule
Webinar times listed below are Central Time. Each class
is limited to 10 people. The cost is $50 per connection,
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 ProfitMaster
Training page for additional Webinars on our
ProfitMaster modules.
Come to Karmak’s headquarters
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
In addition to our scheduled 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. WebEx allows 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.
Training Center Class and
Webinar Descriptions
Accounting and Detail Sales History Webinar
For: General Managers, Parts Managers, Inventory
Control Personnel, Service Managers, Controllers, Office
Manager
In this class, we’ll cover two of our most popular Legend
programs. These two programs enable you to research various
postings to your history files for further accounting or
detailed sales history.
Accounting Workshop
For: Accounting personnel who need to learn how to use
the system
This class will cover the basics of accounting on the Legend
system. Learn how to look up and correct any posting errors,
and set up and maintain customer accounts and vendor
records. We will review accounts payable and accounts
receivable daily, month- and year-end procedures. We will
also discuss accounting reports and accounting issues
specific to the Legend business system.
Accounts Payable Workshop
For: Controllers, Office Managers, Accounts Payable
Managers, Accounts Payable Clerks
Work through the entire accounts payable process from
invoice entry, including referencing miscellaneous purchase
orders and open postings, through payable check runs. Enter
and maintain vendor records and walk through month/year-end
procedures.
Accounts Receivable
Workshop
For: Controllers, Office Managers, Credit &
Collections Managers, Accounts Receivable Clerks
Cover the complete flow of cash and check payments into your
company. Review entry and maintenance of customer accounts,
customer account balance management, and month/year-end
procedures.
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Bar Code Receiving,
Physical Inventory, and Inventory Reconciliation
For: Parts Managers, Purchasing Managers, Inventory
Control Personnel, Controllers, Inventory Control Managers,
Purchasing Agents, Parts Managers, Accounts Payable
Managers, Accounts Payable Clerks, Branch Managers, and
Receiving Clerks
This class combines Legend physical inventory and inventory
reconciliation procedures with an introduction to the latest
version of Bar Code Receiving, part of Karmak's ProfitMaster
series. This new module uses hand-held PC technology for
increased warehouse accuracy and efficiency. Learn how to
streamline inventory-related procedures, such as scanning
multiple purchase orders in one session, perform more
accurate cycle counts, and review and correct quantities
before data is transmitted to your Legend system. In
addition to cycle counting procedures, the instructor will
walk you through all of the introductory steps for starting
physical inventory—-from daily counts up to annual counts—so
you can choose which inventory system in right for you. This
session also provides an overview of the inventory
reconciliation process. It covers the effects of various
inventory and accounting programs on both physical and
general ledger inventory.
Basic Customer
Pricing Setup Webinar
For: Owners/Presidents, Dealer Principals, General
Managers, Parts Managers, Controllers, Pricing Personnel
Start from the very beginning with customer pricing setup.
Learn what fields in the vendor file affect customer
pricing, how to set up customer types and how to add special
pricing by type.
Basic System
Maintenance
For: System Managers and Technicians
Review all aspects of print queue management, user account
creation and maintenance, and menu and password
modifications.
Benefits of the ASP
Network Webinar
For: Dealer Principals, Owners/Presidents, General
Managers, Controllers, System Managers
Find out how you can skip the time, hassle, and expense of
everyday system maintenance by running your business system
on a secure server hosted by Karmak. The ASP Network offers
a complete application management solution to protect your
investment so you can focus on your business, not your
system. Learn about the comprehensive maintenance performed
by our skilled technicians, as well as state-of-the-art
security systems that protect both hardware and data.
Discover how the ASP Network can help you avoid up-front
costs of purchasing and upgrading your equipment for one
easy monthly fee.
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.
CONNX Webinar
For: General Managers, Parts Managers, Pricing
Managers, Service Managers, System Managers, users of
Legend’s Sales and Profit software module
Designed for those users who want to use PC-based
applications to analyze Legend data, this session provides
an overview of how Karmak’s DataLink product moves data from
the Legend system to your PC. You’ll see examples of how
Microsoft® Excel® can be used to
analyze data generated by the Legend system.
Controller/Office
Manager Workshop
For: Controllers, Office Managers, Accounting
Personnel
An in-depth review of the accounting responsibilities on the
Legend system. Learn about General Ledger posting flow,
schedules, journals, bank reconciliation, inventory
reconciliation and labor reconciliation. There will also be
an overview of the accounts receivable and accounts payable
procedures.
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Core Management
Webinar
For: Dealer Principals, General Managers, Parts
Managers
Discover ways to more effectively manage this critical part
of your business. Learn how to set up core records to
correspond with the ways your vendors charge you for cores.
Examine how to price cores profitably. Learn how to track
cores your customers have the right to return to you. Learn
how to print separate core invoices for customers and
identify reports that will aid you in managing core
inventory.
Cost Matrix and
Velocity Pricing Webinar
For: Owners/Presidents, Dealer Principals, General
Managers, Parts Managers, Pricing Personnel
Using creative pricing techniques can increase your parts
gross margins. Learn how to implement cost matrix and
velocity pricing to enhance your company’s profits.
Creating and Maintaining
User Accounts Webinar
For: System Managers
Upon completion of this session, you will be able to: create
a new user account, copy necessary files, and set the
password; use BACKUP commands to copy an existing user
account to a new user; remove a user account; maintain
passwords; and modify menus for a user.
Credit &
Collections/Prospect Marketing
For: Office Managers, Credit/Collections Personnel,
Sales Managers/Personnel
This hands-on workshop will cover creating and maintaining
mailing lists made up of prospective and current customers.
Learn how to generate a variety of mailing labels, listings,
letters, and reports. There will also be an overview on
adding, changing and deleting comments about prospective and
current customers.
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Customer Report
Generator (CG600Q) Webinar
For: General Managers, Controllers, Office Managers,
System Managers
Are you using the Customer Report Generator (CG600Q)
to your advantage? Have you searched the system looking for
a report of prior year sales and profit? A report that ranks
your top 50 customers? Customer Report Generator allows you
to pull information from your system and customize the data
you want to see.
Customers A-Z
Webinar
For: Controllers, Office Managers, Accounts Receivable
Personnel
Become more comfortable and familiar with your customer
accounts. Customer accounts are created and maintained using
Customer File Maintenance (AR900), and this class
will take you through all of the fields in this program. You
will also review Customer Ship-to Addresses (AA916)
and Customer Message File Maintenance (AR915). Within
these programs, we will show you how to attach outside
salesmen, how to deal with delivery taxation issues, and
make the jobs of your counter and service personnel easier
by adding pertinent messages to customer accounts. This is a
great learning opportunity for a new hire, or as a
refresher.
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Customer Special
Pricing and Vendor Contract Pricing Webinar
For: Owners/Presidents, Dealer Principals, General
Managers, Parts Managers, Controllers, Pricing Personnel
Discover how to use special pricing for specific customers,
as well as how to set up special pricing hierarchy and price
groups. Legend users can now establish contract prices for
customers directly from the vendor price file! Contract
Price Maintenance (OM950), available with Legend Version
5.8-1 and higher, allows you to establish pricing calculated
from prices found in the vendor price file (i.e., price
tape) and assigns that pricing to specific customers. Find
out how to set up and use this exciting Legend feature.
Cycle Counting
Webinar
For: Parts Managers, Inventory Control Personnel,
Warehouse Personnel
The Cycle Counting module allows you to perform physical
counts on portions of your inventory on a cyclical or
periodic basis. You decide what portions of your inventory
are to be counted—by location and/or range of parts—along
with when to do the count. We will review all of the
introductory steps for starting cycle counting.
Delivery
Reporting & Delivery Surcharges Webinar
For: Parts Managers, Inventory Control Personnel
Legend’s Delivery Reporting module and Delivery Surcharge
option can help increase profitability on parts deliveries.
Learn how to set up reports by driver ID, truck ID, or
customer to track and analyze delivery information, and
access cost and revenue dollars from sales invoices, along
with associated invoice counts. Review the options for
adding delivery surcharges to parts counter orders to help
recoup fuel costs.
Daily Cash Reconciliation
Webinar
For: Controllers, Office Managers, A/R Personnel
Is your cash drawer short, is it over, do you have trouble
figuring out why? We’ll discuss cash invoice options and
receipt reports generated through Bookkeeping. We’ll also
cover the general ledger journal entries to zero out
cash-on-hand and record the bank deposit, as well as provide
you with a worksheet to be used as a guide to assist in cash
reconciliation.
DocWizard Webinar
For: All Legend users
Review the features of Legend's electronic documentation
system that will help you find what you need fast. You'll
learn how to navigate through the program, do effective
searches by keyword or program number, and access the
extensive index and bookmark features. Viewing and printing
options will also be covered.
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Getting More From
Service Webinar
For: Service Managers, Service Writers, System
Managers
Review the repair order process, including tracking repair
orders, history of repair types, and creating and
maintaining Repair Order Status Codes. Learn how to change
invoice descriptions for alternate accounting, and enhance
repair orders with additional fields for tracking customer
and unit information.
Getting Ready for
Year-End Webinar
For: Owners/Presidents, Dealer Principals, General
Managers, Parts Managers, Controllers
Learn the key steps for a smooth year-end transition. Review
how fiscal year-end inventory data is captured, where that
data is held, how it affects the system, and how it can be
used. We will also cover year-end reports, budgets, 1099s,
inactive customers, and customer sales history for current
and prior years.
Getting Ready for the New
Year Webinar
For: Owners/Presidents, Dealer Principals, General
Managers, Parts Managers, Controllers, Service Managers
Let us show you how the Legend system can help you get a
fresh start for a more productive and profitable new year.
Review customer pricing, velocity pricing, and repair rates
and types, as well as accounting budgets and allocation
percentage procedures. Learn how to set up salesman
commission, purge customers, and remove branches you are no
longer using.
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How to Control Backorders in
Legend Webinar
For: Parts Managers, Purchasing Managers, Inventory
Control Personnel
Discover the features that allow you to fill customer
backorders quickly. Learn how to maintain hot backorders and
pull them onto purchase orders, as well as place them in
sales orders and repair orders. Understand how hot
backorders are filled during inventory postings and how to
analyze backorder reports. Also review hot backorder flags
and vendor drop ship setup.
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Inventory
Control Class
For: Parts Managers, Purchasing Managers, Inventory
Control Personnel
Expand inventory flexibility without increasing costs.
Increase parts sales with improved inventory management.
Learn the more advanced techniques of controlling your
inventory. Learn advanced ways to reduce overstock and
improve inventory turns. Use this session to learn more
about how to keep your inventory manageable and profitable.
Inventory File
Maintenance (IN900) Webinar
For: Parts Managers, Inventory Control Personnel,
Purchasing Managers
This class will comprehensively cover every aspect of
creating and maintaining inventory records. Every field of
the Inventory File will be reviewed, in addition to
reviewing history and part messages. This is an excellent
class for a new hire or a good refresher course.
Inventory
Quantity Adjustments Webinar
For: General Managers, Parts Managers, Inventory
Control Personnel, Controllers, Office Managers
The Karmak Legend system contains many programs that update
quantity-on-hand in the inventory record; each program is
used for a specific purpose. The accounting that is
performed as a result of the quantity update is determined
by the program used and the reason the update was performed.
Learn the programs that affect quantity-on-hand and their
impact on the book inventory value.
Inventory Reconciliation
Webinar
For: Controllers, Accounting Managers, General
Managers, Inventory Control Managers, Parts Managers, Office
Managers
Tired of making large write-offs at physical inventory time?
Learn how to reconcile physical to general ledger inventory
every month and avoid those expensive entries. Learn to
catch errors on a monthly basis instead of researching
entries from an entire year. Discussion will include timing
differences in updating physical and general ledger
inventories and the reports to use to reconcile inventories.
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Inventory Report
Generator (IG600) Webinar
For: General Managers, Parts Managers, Inventory
Control Personnel, Purchasing Managers, System Managers
Inventory Report Generator (IG600) allows you to pull
data from your system and customize the parts information
you want to see for comprehensive inventory analysis. Learn
to create reports using criteria you select to include or
exclude. You'll also learn report sorting options.
Karmak Legend
Accounting Basics Class
For: Those who come from a non-accounting background
who want to learn the basics from a Karmak Legend
perspective, and those who would like a refresher course on
basic accounting principles
This class will familiarize you with general accounting
terminology and procedures. We will also discuss accounting
reports and accounting issues specific to the Karmak Legend
business system.
KOLD (Karmak OnLine
Documents) Webinar
For: Any Legend user
KOLD automatically converts your Nightly, Weekly, Monthly,
and Annual reports into online documents. KOLD allows you to
conveniently view, distribute, archive, and retrieve many
Karmak reports without wasting paper, printer resources, or
valuable storage space. Learn how to set up and maintain
KOLD.
Lease and Rental
Workshop
For: Controllers, Office Managers, Lease and Rental
Personnel
Work through the steps necessary to create and process lease
and rental invoices, with an overview of reporting
capabilities.
Legend Access
Overview Webinar
For: All Legend users
This session will cover the new Karmak-designed terminal
emulation software used to access the Legend business system
from a Windows-based PC. Learn some of the new functions
that were previously unavailable in other emulation
products.
Legend Data Analysis
on a PC
For: General Managers, Parts Managers, Pricing
Managers, System Managers, and users of Legend's Sales and
Profit software module.
Open Data Base Connectivity (ODBC) drivers allow you to move
data from system to system. This session will show you how
easily the CONNX® product moves data from the
Legend system to your PC. Includes hands-on instruction on
how Microsoft® Excel and Seagate Crystal Reports™
can be used to analyze data generated by Legend.
Karmak DataLink
Workshop
For: General Managers, Parts Managers, Pricing Managers,
Service Managers, System Managers, users of Legend’s Sales
and Profit software module
Designed for those who want to use PC-based applications to
analyze Legend data, this session will show you how Karmak’s
DataLink product moves data from the Legend system to your
PC. You’ll see examples of how Microsoft Excel can be used
to analyze data generated by the Legend system.
Legend “Did You Know?”
For: Dealer Principals, General Managers, Controllers,
Department Managers, Service Writers, Inventory Control
Personnel, Sales Personnel, Purchasing Agents
Eliminate time-consuming steps and increase productivity on
your Legend business system through new tips, little known
techniques, and undocumented shortcuts. Discover our secrets
and shortcuts to improve your efficiency in Legend Parts,
Service, and Accounting programs.
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Legend Version 5.8
Enhancements Webinar
For: All Legend users
New aspects of the Legend system's latest version are
covered in this session. Topics include core costing
capabilities of On-Line Master Cross Table (OM900),
mechanic certification for the service shop, batch creation
of cross-reference data, Parts Order Entry/Processing
(PO120) enhancements, and more.
Managing Customer
Credit Limits Webinar
For: Controllers, A/R Personnel, Bookkeepers
Are slow paying customers hurting your business? Need a
better way to monitor and control credit limits? You have
options designed to help control customer credit limits.
We’ll explore the setup options to handle credit limits and
the reports that can be generated to help control them.
Maintaining Time in
the Service Department Webinar
For: Service Managers, Service Writers, General
Managers
Review program options for adjusting or adding technician
time. Discuss procedures for billable and non-billable time,
as well as open time and closed time transactions. We will
also review the Employee Time Report (RS830) and
Repair Shop Bar Code Time Entry Transaction Report (RS222).
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Miscellaneous Purchase
Orders at the Counter & in the Service Shop Webinar
For: Parts Counter Personnel, Service Personnel,
Accounting Personnel
Learn the difference between billable and non-billable
miscellaneous purchase orders, and the steps to create both
types over the counter and in the shop. Learn to reference
the purchase order and verify that it has been processed
correctly.
Multiple-Branch
Purchasing Workshop
For: Parts Managers, Purchasing Agents, Receiving
Personnel and Counter Personnel
During this session, we will cover the Purchase Control File
along with many parameters involved with multiple-branch
purchasing. Cover all steps necessary in creating an
inter-branch order, filling the order, and posting it into
inventory. Review the procedures for an inter-branch
transfer in Parts Order Entry/Processing. Also, learn to
monitor open inter-branch transfers.
Notes Payable
and Fixed Assets Webinar
For: Controllers, Office Managers, New and Used
Inventory Personnel, Accounting Personnel
Cover setup and processing of Fixed Assets and Notes
Payable. Learn to use the system to correctly post your
Fixed Assets and those Note Payments.
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Open Postings
Webinar
For: Controllers, Accounting Managers, Accounts
Payable Personnel
Learn how to develop effective procedures for the daily
referencing of your open postings. In addition, discover how
receiving parts can affect open postings and how to correct
open posting errors. Accounts Payable month-end reports will
also be reviewed and discussed. This class is appropriate
for a new hire or as an open postings refresher.
Overtime Setup &
Maintenance Webinar
For: Service Managers, General Managers
Set up overtime files to accurately track overtime through
Bar Code Time Entry and other Legend programs. Identify
Branch Option Files and parameters that affect overtime.
Parts Manager
Workshop
For: Parts Managers, Assistant Parts Managers, Branch
Managers, General Managers, Owners
An in-depth review of the Parts Manager's responsibilities
on the Legend system. Learn about inventory control
programs, advanced pricing concepts, cycle counting,
physical inventory, and reports.
Parts Manager
Workshop - Regional Training Center
For: Parts Managers, Assistant Parts Managers, Branch
Managers, General Managers, Owners
Join us for an in-depth review of the Parts Manager's
responsibilities on the Legend system. Learn about inventory
control programs and advanced techniques for controlling
your inventory, reducing overstock, and improving inventory
turns. We will cover Cycle Counting and Physical Inventory,
as well as parts pricing techniques such as special price
multipliers, contract pricing, core pricing, parts and
service pricing, cost matrix pricing, velocity pricing, and
inventory price rounding. Learn about the reports available
to analyze parts department performance, and how to generate
rebate reports, commission reports, and more.
Contact Jessica Schirz, Training Coordinator at
800-252-7625 or
for more information.
Part Number
Display (IN601) Webinar
For: Parts Managers, Inventory Control Personnel,
Parts Counter Personnel
Explore the many program options designed to display
additional part information. You will review how to search
for a part, display backorder information for parts and
customers, log lost sales, view committed part information,
review customer core banks, and many more useful options
within Part Number Display (IN601). This class is
appropriate for a new hire or as a refresher course.
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Parts Order Entry/Processing (PO120)
Webinar
For: Parts Managers, Inventory Control Personnel,
Parts Counter Personnel
Parts Order entry/Processing (PO120) allows you
various sales order creation and maintenance options. In
this class, we will review how to create quotes, create
picking lists, place backorders, and sell parts with cores.
In addition, we will review all program options and prompts,
including bill-only and buy-out parts, searching for
customers and parts, logging lost sales, and charging
miscellaneous billing options. This class will also cover
searching customer purchasing and return history and
utilizing the CrossMaster-HD® function. This
class is appropriate for a new hire or as a refresher.
Parts Warranty
Webinar
For Parts Managers, Warranty Managers, Parts Counter
Personnel
In this class, we will take an in-depth look at maintaining
parts warranties using Parts Order Entry/Processing (PO120).
We will discuss parts warranty setup, handling a part
warranty that includes the original sale, and replacement
and warranty procedures for returning the part to the
vendor.
Physical
Inventory Webinar
For: Parts Managers, Inventory Control Personnel
Learn everything you need to know about the Karmak Physical
Inventory module. We’ll review all steps necessary to
conduct an annual physical inventory. Don’t miss this
discussion to learn to maintain an accurate value of your
inventory.
Preparing for
ProfitMaster Version 1.5
Webinar
For: Sales Managers, Sales Administrators, Sales
Personnel, General Managers
ProfitMaster Sales Management 1.5 is coming soon. Whether
you are currently running a prior version of ProfitMaster or
preparing to install the newest version, we will show you
some steps you can take now to make the upgrade or install a
smooth process.
Price Files
Webinar
For: General Managers, Parts Sales Managers, Parts
Managers, Pricing Personnel
This session will cover price file setup from start to
finish, including a basic overview of Pre-Request Tables
(DP920R) and Online Master Tables (OM900), as well as the
advantages of Karmak’s Electronic Price File Download
system.
Pricing Workshop
For: General Managers, Parts Sales Managers, Parts
Managers, Controllers, and Pricing Personnel
Join us to learn how customer special pricing, cost matrix,
and velocity pricing can boost your profits and
productivity. We’ll show you how to add special pricing for
specific customers, set up price groups (buckets), and how
creative pricing techniques can increase your parts gross
margins. In addition, we will discuss the new Price File
Transport, which allows you to automatically download
updated pricing information without the hassle of requesting
and loading tapes or CDs.
Print Queue
Management Webinar
For: System Managers
Conserve disk space and facilitate printing. This session
will cover all aspects of a print queue, from creation to
daily maintenance.
ProfitMaster Local
Purchase Orders Webinar
For: Sales Management users, Service Writers, Counter
Personnel, Accounting Personnel
Local Purchase Orders (LPOs) help you effectively track unit
costs in ProfitMaster Sales Management. Learn how to create,
reference, and process LPOs, as well as how to close, void,
and look up LPOs.
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ProfitMaster
Report Generator Webinar
For: Sales Management users
Learn to generate ad-hoc ProfitMaster reports; define and
preview print selections; specify sort order; enter filter
criteria; perform sum, count, and min/max actions; save
reports for later printing; and use Crystal Reports®
Designer to modify and create custom reports.
ProfitMaster
Sales Management
For: Sales Managers and Sales Personnel
An overview of Karmak's new Sales Management module, part of
the ProfitMaster series. Sales Management offers
comprehensive unit and deal tracking in a user-friendly
Windows interface. Cover navigation, setup, unit inventory
maintenance, local purchase orders, deal processing,
ordering, receiving, accounting review, and reporting
features.
ProfitMaster
Sales Management 1.5 Deals
For: Sales Management users
Cover deal processing from start to finish in the latest
version of Sales Management. Learn to generate quotes, take
trade-in units into inventory, add additional unit and deal
charges, and calculate FET charges and sales tax. Review
procedures for entering financial information, creating
multiple deal packets per deal, and generating customer
invoices and customer service units.
ProfitMaster Sales Management
Deal Forms Processing Webinar
For: Sales Managers, Sales Administrators, Sales
Personnel, General Managers
Processing Learn to process municipality, state, OEM, and
internal deal forms for smoother sales transactions. We’ll
cover available documents, deal form field controls,
automatic and manual form selection, form field entry, and
deal packet forms processing procedures.
ProfiMaster Sales Management Floor
Plan
For: Sales Managers, Sales Administrators, Sales
Personnel, General Managers
Sales Management simplifies floor plan procedures by
tracking lenders, plans and fees. We’ll cover floor plan
reconciliation, including tracking flooring expense by
unit and allowing posting to the general ledger, how to
set up and maintain floor plan lenders and floor units,
as well as how to maintain and post flooring worksheets.
ProfitMaster Version 1.6 Overview
Webinar
For: Sales Management users
This session will cover the most recent enhancements in
our ProfitMaster Sales Management 1.6 software. Learn
how these new features will help streamline deal
processing and maintenance procedures.
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Purchasing
Webinar
For: Parts Managers, Purchasing Agents, Purchasing
Managers
The Legend system uses the purchasing theories of Gordon
Graham. Learn the complete flow of a purchase order from
creation through finalization, and then the receiving of
parts
Purchasing Workshop
For: Parts Managers, Purchasing Agents, Purchasing
Managers
The Legend system uses the purchasing theories of Gordon
Graham. This session will cover purchasing fields in the
inventory and vendor files. You will follow, hands-on, the
complete flow of a purchase order from creation through
finalization, and then the receiving of parts.
Real-time Performance Monitor (RPM)
Webinar
For: All Legend & INFO 5 Users
Learn to use the new and improved RPM, our browser-based
dashboard of real-time information from your Karmak system.
See how easy it is to export or e-mail RPM views, perform
on-the-fly filtering to get just the right data, and
customize your dashboard to your preferences.
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Referencing
Miscellaneous Purchase Orders for Accounting Webinar
For: Controllers, Accounting Managers, Accounts
Payable Personnel
Learn how to properly post A/P invoices which reference
billable miscellaneous purchase orders created through the
parts counter and repair shop. Learn how to verify that the
billable P/O has been charged to the customer and how to
check that it was costed at the correct amount. Also learn
how to reference non-billable miscellaneous purchase orders
to be expensed to a department.
Referencing Open Postings
for Accounting Webinar
For: Controllers, Accounting Managers, Accounts
Payable Personnel
Learn how to develop effective procedures for the daily
referencing of your open postings. In addition, discover how
receiving parts can affect open postings and how to correct
open posting errors. Accounts Payable month-end reports will
also be reviewed and discussed. This class is appropriate
for a new hire or as an open postings refresher.
Repair Order Entry/Processing & Invoicing Webinar
For: Service Managers, Service Writers
There are many options for you to choose from when creating
a repair order. We will review all of these various options,
including unit, repair type or customer searches, and adding
and maintaining repair order detail. We will review the
invoicing process, including reviewing parts, labor and
comments, and applying billing adjustments. This class is
appropriate for a new hire or as a refresher course.
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Report Writer
Class - Day 1
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.
Report Writer
Class – Day 2 (Optional)
For: Controllers, Accounting Managers, MIS Managers
Build your own custom financial reports in this guided,
hands-on workshop. Telnet access to your Karmak Legend
system is required.
Reporting Class
For: General Managers, Parts Managers, Purchasing
Managers, Service Managers, Controllers and Accounting
Managers
This class focuses on various reports generated by the
Legend system. Learn what the information in each selected
report means, why it is important, how you can use that
information to manage your business, what you should do with
the information, where you should take action and why you
should take action. Topics covered include audit reports,
accounting action and management reports, parts action and
management reports, service action and management reports.
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Request History Detail (AR472A)
Webinar
For: General Managers, Parts Managers, Inventory
Control Personnel, Service Managers, Controllers, Office
Managers
Learn how to use this program, commonly referred to as the
History Detail Report Dump, to do effective searches to
extract detail sales history. For example, you can generate
reports showing what and how much a particular customer has
purchased, everyone who has purchased a particular part and
when, or who was charged for a particular billing option and
how much was charged. This program is useful for Parts,
Service, and Accounting departments, as well as Sales.
Salesman
Commission Webinar
For: Office Managers, Sales Managers, Controllers,
Bookkeepers
Check out exciting new enhancements and review all of
Legend’s methods to track salesman commission information.
We’ll provide the information necessary for you to decide
which method will be most beneficial for your company.
Sales Tax Reconciliation
Webinar
For: Controllers, Office Managers, Accountants
Overview of sales tax, concentrating on setup,
reconciliation, methods to control sales tax calculation,
and updating reports.
Service Manager
Workshop
For: Service Managers, Service Writers, General
Managers
Discover the Service package features that will help
maintain the most productive department possible, including
setup, order processing, time entry, reports, preventive
maintenance, and advanced profit-enhancing techniques.
Setting Up & Running A/P & A/R
Agings Webinar
For: Accounts Receivable Personnel, Accounts Payable
Personnel
We will cover the details of receivable and payable aged
invoice analysis. Review report options, including on-demand
and month-end reports, separate reports by Post branch, sort
orders, multiple requests, and parameters for past-due
customers.
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State Sales Tax
Webinar
For: Accounting Personnel
Review state sales tax procedures in Legend, including
month-end reports, line item transactions requests, and
reconciling sales tax reports. Discuss tax adjustments,
environmental handling charges, tax options for
miscellaneous billing options, Legend Version 5.8-1 tax code
enhancements, and more.
System Manager
Workshop
For: System Managers
Learn the essential procedures a
system manager must perform to keep the Legend system
running smoothly. Review all aspects of print queue
management, user account creation and maintenance, and menu
and password modifications. Cover the steps associated with
upgrades and standalone backups and restores--key steps to
keeping your system running optimally. Legend hardware
functionality will also be discussed, as well as basic
networking via the Telnet Protocol, wide area communication
gear, and troubleshooting PCs.
Systems “Did You
Know?” Webinar
For: System Managers
Learn how to keep your Legend system running more
efficiently through new tips, little known techniques, and
undocumented shortcuts. Discover new ways to save time and
improve systems procedures.
Transferring Listing Files via
FTP Webinar
For: System Managers
Learn how to search for and find report listings generated
on your Legend business system. Learn how to transfer these
listings to your PC using File Transfer Protocol (FTP).
There will also be a demonstration of how to view and
maintain these files using PC applications such as Microsoft®
Excel.
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Upgrading Open VMS
Webinar
For: Owners/Presidents, Dealer Principals, General
Managers, System Managers
Learn the idiosyncrasies behind the Open VMS 7.3-2 upgrade.
Find out why firmware is so important, what the patches are
and why we need them. Discuss the stumbling blocks that both
the average user and advanced system managers encounter
while upgrading the operating system, and how to handle
them. Learn the importance of backups. Gain invaluable
information on the inner workings of your system, such as
disk drive names, tape drives, and CD drives.
Upgrading to Legend
Version 5.8-1 Webinar
For: Owners/Presidents, Dealer Principals, General
Managers, System Managers
Want to learn more about upgrading your Legend software?
We’ll go through the Legend Version 5.8-1 upgrade
documentation. You will learn what the upgrade commands
actually do as you become more skilled in backups, verifying
CDs, and issuing commands from the $ prompt. We can help you
understand the various arrays of CDs you receive. We can
also make recommendations for your specific system on the
best way to complete your business system upgrade to avoid
costly downtime.
Vendor File
Maintenance (IN910) Webinar
For: Parts Managers, Inventory Control Personnel,
Purchasing Managers
The Vendor File is the basis for all inventory records.
Inventory File Maintenance (IN900) pulls much of the
default part information from the information that exists in
the vendor record. Through this session, we will explore how
to create and maintain these all-important vendor records,
and how to best utilize Vendor File Maintenance (IN910)
to its fullest extent.
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Vendor
Rebate Webinar
For: Dealer Principals, General Managers,
Parts Managers, Pricing Personnel, Inventory Control
Personnel
Learn how to use Karmak’s vendor rebate module, which allows
you to track sales to submit proof for a rebate from the
vendor. The program captures the detail of sales made for a
specific vendor to selected customers, which is useful when
the vendor has agreed to rebate a percentage of the parts
cost.
Warehouse
Management
For: Parts Managers, Inventory Control Personnel,
Warehouse Personnel
There are many aspects of warehouse management. In this
class, we will cover a wide range of warehouse management
functions, including receiving, bar code receiving, handling
overstocks and returns, the core management process, cycle
counting, and physical inventory. This is a very
comprehensive course that will make any Parts Manager,
Inventory Control or warehouse employee more productive.
Training Center Class Agenda
| First Day: |
Tour of Karmak
Headquarters
(when applicable) |
8:00 a.m. |
| First and Following Days (if applicable): |
Training Session
Lunch (provided by Karmak)
Training Session |
8:30 a.m. to noon
noon to 1:00 p.m.
1:00 p.m. to 4:30 p.m. |
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Legend
Training Schedule - 2008