Legend Training Center

Do you have new employees who need to be quickly brought up to speed with the Karmak system? Do you have veteran employees who need a refresher, or who are changing departments? Take advantage of the following training opportunities to help your employees increase knowledge and efficiency on the Legend system.

• Training Center Class Schedule
• Webinar Schedule
• Class and Webinar Descriptions
• One-on-One Training
• Custom Webinars
• On-Site Training

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.

One-on-One Training

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

Custom Webinars

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.

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), new with Legend Version 5.8-1, 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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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

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