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.

• Webinar Schedule
• Webinar and Training Center Class List: 23 new sessions added — more than 100 in all!
• One-on-One Training
• Custom Webinars
• On-Site Training

Legend 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.

Legend Webinars and Training 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 Carlinville, Illinois, 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

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.

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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.

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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Emailing Options in Legend 6.1 (Webinar)

For: Anyone responsible for upgrading to Version 6.1 and setting up email features
Attend this session to learn how to set up the new features for emailing statements and invoices in Legend 6.1. We will cover the new setup programs AR960 and AR965, how to use the email feature in Display/Reprint Invoice (IN121), the requirements for implementing the new feature, procedures for requesting an upgrade, and how to track status of an outbound email.

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Basic Karmak DataLink/CONNX (Webinar)

For: General Managers, Parts Managers, Pricing Managers, Service Managers, System Managers, users of Legend’s Sales and Profit software module
If you want the flexibility to use PC-based applications to analyze Legend data, this class is for you. We’ll provide an overview of how Karmak’s DataLink product moves data from the Legend system to your PC, and show examples of how Microsoft^® Excel can be used to analyze that data. Unlike any other product, DataLink provides real-time access to multiple databases within your business system using a unique data dictionary combined with CONNX^® Open Database Connectivity (ODBC). Karmak can provide you with the software to transfer data from the Legend database to your PC.

KOLD Version 1.1 (Webinar)

For: Anyone interested in using KOLD for Legend reports
KOLD allows you to conveniently view, distribute, archive, and retrieve most printable Legend reports without wasting paper, printer resources, or valuable storage space. Learn about KOLD’s features including the five new subfolders available in Version 1.1—Accounting, Month-End, Parts, Receivables, and Service—that allow you to organize and even password-protect reports.

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.

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Legend Report Generators (Webinar)

For: Controllers, Credit Managers, Office Managers, Inventory Managers, Inventory Personnel
Become a Report Generator power user, and leverage the wealth of information within your business system. We will teach you how to use History, Inventory, and Customer Report Generators to pull and customize information from your business system, and highlight the mostly common requested reports.

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.

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.

Save Money with KOLD Version 1.1 (Webinar)

For: Anyone interested in using KOLD for Legend documents
Save money on paper, storage space, labor, and equipment with KOLD, Karmak OnLine Documents. Typical savings on paper alone will surpass the cost of KOLD in less than a year. KOLD allows you to conveniently view, distribute, and archive most printable Legend reports and customer invoices. Learn about KOLD’s features including the five new subfolders available in Version 1.1—Accounting, Month-End, Parts, Receivables, and Service—that allow you to organize and password-protect reports.

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ACCOUNTING

Accounting “Did You Know?” (Webinar)

For: Controllers, Accounting Managers, Accounting Personnel
We’ve created a special session just for Accounting users, and updated it with the latest enhancements. We will show you how you can eliminate time-consuming steps and increase productivity with new tips, little known techniques, and undocumented shortcuts. Discover our secrets for improving your efficiency in Legend Accounting programs—guaranteed to teach even the most experienced users something that they didn’t know.

Accounting Enhancements (Webinar)

For: Controllers, Office Managers, Accounting Managers, Accounting Personnel
Did you know that Legend Accounting programs are continually updated? Our latest version of the software is packed with some time and money saving enhancements you don't want to miss. Come to this session to see the exciting new accounting enhancements and learn why you should request the latest update.

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Accounting Housekeeping (Webinar)

For: Controllers, Office Managers, Accountants, System Managers
Discover new ways to tune up and streamline your accounting, such as sharing expenses between departments or cleaning up your customer base. Are you no longer using that G/L number, or would you like history in a different account? Learn how to allocate profit-centered G/L numbers, extract obsolete branches, use Customer Base Merge and G/L Cross, plus historical data cleanup, and storage tips.

Accounting Reporting Class

For: General Managers, Parts Managers, Purchasing Managers, Service Managers, Controllers and Accounting Managers
This class focuses on various Accounting 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.

Accounting Research Tools (Webinar)

For: Controllers, Office Managers, Accounting Managers, Accounting Personnel
Ever wonder how to make sure all payments received on account were deposited into the bank account correctly? Discover the flexibility available in researching general ledger updates. Want an easy way to track expensed invoices, to check cash invoices from a specific day, or to reconcile tax collected? Want to know why you have low profit percentage on a particular day? We will show you the tools to use to efficiently research accounting items that can directly affect your bottom line.

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.

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Accounts Payable (Webinar)

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 (Webinar)

For: Controllers, Office Managers, Credit & Collections Managers, Accounts Receivable Personnel, Bookkeepers
Gain better control of your receivables and avoid month-end headaches with our checklist of A/R tasks that should be performed daily, on a particular day of the month, weekly, and at month end. We will cover the complete flow of cash and check payments into your company, as well as month-end reports and reconciliation of specific groups of general ledger accounts for more efficient month-end procedures. Review entry and maintenance of customer accounts and customer account balances, and learn how Customer Report Generator (CG600Q) allows you to pull information from your system and customize the data you want to see.

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Cash Reconciliation in Legend (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.

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.

Credit & Collections/Prospect Marketing (Webinar)

For: Office Managers, Credit/Collections Personnel, Sales Managers/Personnel
This hands-on Webinar 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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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.

Fiscal Year-End Checklist (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.

Inventory Reconciliation (Webinar)

For: Controllers, Accounting Managers, General Managers, Inventory Control Managers, Parts Managers, Office Managers
Frustrated with large inventory write-offs each year? 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. We will review parameter settings to make sure your system is set up to maximize control and reporting capability. We will also discuss timing differences in updating physical and general ledger inventories, the reports to use to reconcile inventories, and recent software enhancements that will help with reconciling issues.

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Labor Reconciliation Using ProfitMaster Service (Webinar)

For: General Managers, Controllers, Accounting Managers, Office Managers, Service Managers
Reconciling labor work-in-process (WIP) or labor inventory to the General Ledger balance can be a daunting task. Learn how labor costs are determined in ProfitMaster, what ProfitMaster and Legend reports are helpful, and what parameters can be changed to post costs differently in order to make the reconciliation easier. This session will help you determine what data you need to gather and interpret for reconciliation purposes.

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.

Miscellaneous Purchase Orders at the Counter & in the Legend 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. 

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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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.

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Salesman Commission (Webinar)

For: Office Managers, Sales Managers, Controllers, Bookkeepers
Review all of Legend’s methods for tracking salesman commission information. We’ll provide the information necessary for you to decide which method will be most beneficial for your company and what costing method your commissions are based off of.

Sales Tax Reconciliation (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, tax code enhancements, and more.

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PARTS

Automated Vendor Contract Pricing (Webinar)

For: Owners/Presidents, Dealer Principals, General Managers, Parts Managers, Controllers, Pricing Personnel
Legend users can establish contract prices for customers directly from the vendor price file! Contract Price Maintenance (OM950) 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.

Basic Customer Pricing (Webinar)

For: Owners/Presidents, Dealer Principals, General Managers, Parts Managers, Inventory Control Managers, Controllers, Pricing Personnel
Learn the basics of pricing setup from the ground up. We will cover the pricing aspects of the Vendor File and Inventory File, Customer Types, and Customer Price Level Maintenance, as well as the concept of price groups and how they are set up.

Advanced Customer Pricing (Webinar)

For: Owners/Presidents, Dealer Principals, General Managers, Parts Managers, Inventory Control Managers, Controllers, Pricing Personnel
A good understanding of pricing setup options is the first step in evaluating your current pricing setup and using these advanced pricing tools to enhance your profitability. Building on the concepts presented in the Basic Customer Pricing webinar, we will delve deeper into customer special pricing, contract pricing, feature pricing, shop pricing, cost matrix, and velocity pricing.

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Client Talk (Webinar)

For: Parts Managers, Service Managers
Find out how our 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.

Cost Matrix & 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.

CrossMaster-HD^® (Webinar)

For: Parts Managers, Inventory Administrators, Pricing Personnel, General Managers, Owners/Presidents
Looking to save time, prevent lost sales, or reduce obsolete stock? It’s all in CrossMaster-HD. Learn to check inventory from CrossMaster and return the crossed part found with quantity on-hand directly to your sales order. Add to your bottom line by making CrossMaster and its 41 million cross-references work for you.

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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. Once you purchase this module, you can learn how to set up reports by driver ID, truck ID, or customer to track and analyze delivery information. You can also 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.

Effective Core Management (Webinar)

For: Dealer Principals, General Managers, Parts Managers
Do your cores enhance your bottom line…or cost you money? Discover ways to maximize 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.

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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. Learn how to maintain backorders and pull them onto purchase orders. Understand how backorders are filled during inventory postings and how to analyze backorder reports. Also review hot backorder flags and vendor drop ship setup.

Inter-Branch Process (Webinar)

For: Parts Managers, Purchasing Agents, Receiving Personnel, Counter Personnel
Cover all steps necessary to create an inter-branch order, fill the order, and post it into inventory. Review the procedures for an inter-branch transfer in Parts Order Entry/Processing and learn to monitor open inter-branch transfers. We will also review the reports concerning inter-branch transfers.

Inventory Housekeeping (Webinar)

For: Parts Managers, Inventory Administrators, General Managers
What should I be looking at more closely? Is there anything I can do to clean up my inventory? Am I overlooking any reports? If these are questions that you have been asking, this is the class for you. We will review various parameters, reports, and housekeeping procedures to keep your business running smoothly. Find out what you should be doing to make your inventory work for you.

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. You'll also learn report sorting options.

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Labor Reconciliation Using ProfitMaster Service (Webinar)

For: General Managers, Controllers, Accounting Managers, Office Managers, Service Managers
Reconciling labor work-in-process (WIP) or labor inventory to the General Ledger balance can be a daunting task. Learn how labor costs are determined in ProfitMaster, what ProfitMaster and Legend reports are helpful, and what parameters can be changed to post costs differently in order to make the reconciliation easier. This session will help you determine what data you need to gather and interpret for reconciliation purposes.

Legend Basic Parts Manager Workshop

For: Parts Managers, Assistant Parts Managers, Branch Managers, General Managers, Owners
Join us for an in-depth review of the fundamental parts management functions on the Legend system. We will cover Inventory File and Vendor File maintenance, kits and assemblies, basic pricing structure and purchasing information, cycle counting and physical inventory, cross references, supersessions, and backorders, as well as features and shortcuts for Part Number Display (IN601).

Legend Advanced Parts Manager Workshop

For: Parts Managers, Assistant Parts Managers, Branch Managers, General Managers, Owners
Attend this class to learn advanced procedures on the Legend system for controlling your inventory, reducing overstock, and improving inventory turns. Learn how to make quantity-on-hand changes, understand the importance of the “Catch” file, and track quantity changes in the Parts Transaction File. We will also cover advanced parts pricing techniques such as special price multipliers, contract pricing, cost matrix pricing, velocity pricing, and inventory price rounding. Additional topics include price file updates, core tracking, overstocks and returns, and inventory management and bookkeeping reports, as well as a parts manager checklist.

Legend Parts & Service Enhancements (Webinar)

For: Parts Managers, Parts Personnel, Service Managers, Service Writers, General Managers
Join us to find out what features and programs have been enhanced in Legend’s Parts and Service modules that make day-to-day procedures even more streamlined. Keeping up-to-date on the latest versions available will keep your business in tip-top shape—let us show you the benefits to upgrading your current system.

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Miscellaneous Purchase Orders at the Counter & in the Legend Service Shop (Webinar)

For: Parts Counter Personnel, Service Personnel, Accounting Personnel, Parts Managers
The use of the miscellaneous purchase order impacts all departments in your company. Learn the "do's and don’ts" for creating, referencing, and billing out a miscellaneous P/O in this session. Gain a better understanding of how and why to use them for more efficient processing and recording of essential information in your system.

Multiple-Branch Purchasing - Onsite Training

For: Parts Managers, Purchasing Agents, Receiving Personnel, Counter Personnel
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 and learn to monitor open inter-branch transfers. At your request, we can also cover the Purchase Control File along with many parameters involved with multiple-branch purchasing during this session.

Parts & Service Reporting Class

For: General Managers, Parts Managers, Purchasing Managers, Service Managers, Controllers, Accounting Managers
This class focuses on various Parts and Service 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.

Parts “Did You Know?” (Webinar)

For: Dealer Principals, General Managers, Controllers, Parts Managers, Inventory Control Personnel, Purchasing Agents
Join us to learn about new tips, enhancements, and little known techniques in various programs that will increase productivity and efficiency in your parts department.

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Parts: It All Starts Here (Webinar)

For: Parts Managers, Inventory Administrators, General Managers
The concrete foundation of inventory control and management starts with the use of Legend’s Vendor File and the Inventory File. All pricing and purchasing functions depend on these basics. This class will give you a better understanding of the fields in the Vendor File and Inventory File and how to use them to your advantage. This class is appropriate for a new hire or as a refresher.

Parts Manager Checklist (Webinar)

For: Parts Managers, Inventory Control Personnel
We’ll cover best practices for tasks to perform daily, weekly, monthly, quarterly, and annually in the Legend Parts module. Learn about valuable reports that will aid in inventory control and help you to analyze parts department performance.

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, view parts from online price files, look up parts in CrossMaster-HD, 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 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.

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 how to view the price file (DP920A), plus a basic overview of Pre-Request Tables (DP920R) and Online Master Tables (OM900).

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Pricing for Today’s Business Environment (Webinar)

For: Owners/Presidents, Dealer Principals, General Managers, Parts Managers, Pricing Personnel
For a business to achieve and maintain success, pricing strategies and configurations must be regularly evaluated. Is it time for you to challenge the fundamental structure that you put in place when you implemented Legend? Are your price groups working for or against you? Are your customer types valid for your current customer base? Are you REALLY maximizing all of the pricing features of Legend? Let us show you how you can improve your bottom line by challenging your current pricing configuration. 

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.

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Purchasing Process (Webinar)

For: General Managers, Parts Managers, Purchasing Managers, Inventory Control Personnel
Gain comprehensive understanding of the whole purchasing process for more efficient and accurate inventory control. The multiple steps in the purchase order process will be discussed in this session. Learn how to request a system suggested purchase order and create a manual purchase order; how to maintain and finalize them; how to post the incoming purchase orders; and how to correct posting errors. We will also discuss the fields in the Vendor File and Inventory File that impact the purchasing process. This class is appropriate for a new hire or as a refresher.

Purchasing Theory (Webinar)

For: General Managers, Parts Managers, Purchasing Managers, Inventory Control Personnel
The Legend system uses the purchasing theories of Gordon Graham. Gain the highest potential of the Legend Purchasing system by learning how to set purchasing parameters to maximize inventory turns, including usage history, record type, buy time, order point, line point, economic order quantity, alternate source, and unit of measure conversion. Discuss the strategies and disciplines required to have a high performing inventory.

Quantity Adjustments & Average Cost (Webinar)

For: Parts Managers, Inventory Control Personnel, Controllers, A/P Personnel
Discover all you need to know about making quantity adjustments, including programs involved, how the general ledger is affected, and how to track users making adjustments. Also cover all aspects of average cost, including how it’s calculated and which programs update it.

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.

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.

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SERVICE

Client Talk (Webinar)

For: Parts Managers, Service Managers
Find out how our 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.

Getting More From Service (Webinar)

For: Service Managers, Service Writers, System Managers, Dealer Principals, General 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. Gain a better understanding of what parameters may be affecting the reports you run and the programs you use. We will show you the reports you need to run to see if your shop is running at peak performance.

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Legend Parts & Service Enhancements (Webinar)

For: Parts Managers, Parts Personnel, Service Managers, Service Writers, General Managers
Join us to find out what features and programs have been enhanced in Legend’s Parts and Service modules that make day-to-day procedures even more streamlined. Keeping up-to-date on the latest versions available will keep your business in tip-top shape—let us show you the benefits to upgrading your current system.

Legend Service “Did You Know?” (Webinar)

For: Dealer Principals, General Managers, Controllers, Service Managers, Service Writers
By popular demand, the Legend “Did You Know?” class has been expanded to provide a more in-depth look at the Service module—with updated information for 2010. Learn new tips, enhancements, and little known techniques in various programs that will increase productivity and efficiency in your service department.

Legend Service Housekeeping (Webinar)

For: General Managers, Service Managers, Service Writers, Office Managers
Tuning up your service department doesn’t have to be as daunting as it sounds. Let’s review procedures and parameter changes that will help fine tune your system. Learn handy maintenance tips that will help reduce the clutter and throw your efficiency into overdrive! Whether you are participating in OEM programs or looking to make the move to ProfitMaster Service Management, you will benefit by learning new ways to clean up service units on your Legend business system.

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Maintaining Time in the Service Department (Webinar)

For: Service Managers, Service Writers, General Managers
Review program options for adding or adjusting technician time. Discuss procedures for billable and non-billable time, as well as open time and closed time transactions. 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. We will also review the Employee Time Report (RS830) and Repair Shop Bar Code Time Entry Transaction Report (RS222).

Miscellaneous Purchase Orders at the Counter & in the Legend Service Shop (Webinar)

For: Parts Counter Personnel, Service Personnel, Accounting Personnel, Parts Managers
The use of the miscellaneous purchase order impacts all departments in your company. Learn the "do's and don’ts" for creating, referencing, and billing out a miscellaneous P/O in this session. Gain a better understanding of how and why to use them for more efficient processing and recording of essential information in your system.

Parts & Service Reporting Class

For: General Managers, Parts Managers, Purchasing Managers, Service Managers, Controllers and Accounting Managers
This class focuses on various Parts and Service 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.

Preventive Maintenance (Webinar)

For: Service Mangers, Service Writers
This class will provide an overview of the Karmak Legend^® Preventive Maintenance software. Recommended procedures and suggestions will be presented to help you identify profit-generating opportunities for your company. Emphasis will be placed on the interface between Preventive Maintenance and Service Department software to help you gain a better understanding of the flow of information and the updating process.

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Remanufacturing in Legend (Webinar)

For: Controllers, General Managers, Service Managers, Service Writers, Office Managers
Learn how to set up all necessary files, parameters, and customers to accurately create Reman repair orders. We'll review the process of creating a Reman repair order, tracking both material and labor to remanufacture any product in your inventory from the time of creation through invoicing.

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.

Service Manager (Webinar)

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.

Time Entry Management & Labor Reconciliation (Webinar)

For: Controllers, General Managers, Service Managers, Service Writers, Office Managers
Is adjusting technician time slowing down productivity in your service department? Let us show you the Legend program options for adjusting and adding technician time, billable and non-billable procedures, as well as open and closed time transactions. We’ll also show you reports that make labor reconciliation easier to understand and correct, as well as parameter options that will shift your service department efficiency into the next gear.

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SYSTEMS

Creating and Maintaining User Accounts (Webinar)

For: System Managers, IT Technicians
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.

Legend System Maintenance (Webinar)

For: System Managers, IT Managers, IT Technicians
Are you doing all you can to keep your Legend system in top shape? Come to this session to learn the key steps to keep your system running optimally and reduce downtime. Learn tips for maintenance, upgrades, backups, restores, and troubleshooting.

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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. We will also cover backups, hardware, communication protocols, troubleshooting, and nightly processes.

Systems “Did You Know?” (Webinar)

For: System Managers, IT Managers, IT Technicians
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.

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.

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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.

Upgrading Open VMS (Webinar)

For: Owners/Presidents, Dealer Principals, General Managers, System Managers
Learn the idiosyncrasies behind Open VMS upgrades. 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.

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LEASE & RENTAL

Lease and Rental (Webinar)

For: Controllers, Office Managers, Lease and Rental Personnel
Review the steps necessary to create and process lease and rental invoices, with an overview of reporting capabilities. This class is appropriate for a new hire or as a refresher.

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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 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.

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 Karmak Legend and ProfitMaster modules, and can be customized to meet your needs. Contact the Karmak Training Center at  or 1-800-252-7625 for information.