Fortuna Features

Fortuna Overview

Fortuna dealer management system (DMS) was specifically designed to meet the needs of the modern automotive dealership. Your business may be single or multi-brand with multiple companies and locations; Fortuna is flexible enough to accommodate your requirements. It allows you to work more efficiently, lowering your costs while at the same time increasing your sales. It seamlessly integrates data from the dealership departments and allows you to have your finger on the pulse of your business. Fortuna is an effective management tool that can help you make the right strategic choices.


Modern Technology

Fortuna was designed and developed to work under Microsoft Windows technology to take advantage of this powerful, stable and industry standard platform. With Microsoft SQL Server as our database all customer information is shared. The customer you just sold a car to is immediately recognized as a customer by your after-sales department. There is no need for transferring data from database to database. Whatever the size of your dealership or dealer group, Fortuna has the scalability to accommodate the largest dealer groups with multiple brands.


Key Features

Fortuna draws together every element of your business and has countless facets which, when combined, lead to streamlined operations, business development and increased profitability. From showroom to finance, from parts to servicing, from stock management to administration, Fortuna draws together every element of your business and provides real results.

Why Fortuna?
  • It is the leading Windows-based DMS solution.
  • Fortuna will drive sales, productivity and profitability in your dealership.
  • It allows you to professionally manage your dealership in the fastest, easiest and most flexible way.
  • It efficiently integrates all the departments of your dealership.
  •  Fortuna's latest generation database and analysis tools allow real-time reports and analysis of your business.
  • Fortuna will give you a competitive edge in this fast growing market sector.

Module Overview

Fortuna is fully integrated system which is designed to support each of the processes in your dealership. It has complete integration with Microsoft office and is fully customisable to meet your needs. Fortuna allows for unlimited users and records, as well as been very easy to use it's also secure, fast and reliable utilizing MS SQL 2000, with comprehensive analysis and reporting coupled with excellent functionality and features.

    Workshop Scheduler

  • Sell more workshop hours through effective scheduling.
  • Know how many hours are available to sell for all technicians at any time.
  • Increase workshop efficiency, Technicians always know the next job they are required to work on.

    Parts Management

  • Stock Control.
  • Profile stock, ensure only parts is only stocked.
  • Helps reduce dead stock to a minimal.
  • Parts sales, stock and purchase analysis.

    Workshop Composite

  • Real time and meaningful KPI’s
  • Measure projected hours Vs. Actual Vs. Charged
  • Benchmark against targets at a dealership and technician level

    Workshop Loading

  • Full visibility of workshop diary.
  • Manage special requirements & courtesy vehicles.
  • Specialist parts / labor identified.

    SMS Reminders

  • Remind customers by SMS in advance of their booking.
  • Allow two way communication.
  • Validate mobile number.
  • Allow customer to opt out from SMS texts.

    SMS Communication

  • Get closer to your customers.
  • Provide two way communications.
  • Automate service reminders.
  • Products SMS marketing campaigns.

    Showroom & Diary Management

  • All enquiries logged and followed up.
  • Manages full sales cycle from prospect to sale.
  • Produces quotations and sales order forms
  • Customer & vehicle history.
  • Track history of vehicle offered.

    Microsoft business intelligence

  • Enables every department see the information they require on an hourly, daily, weekly, monthly and yearly basis.
  • Assurance they every department has the right information to enable them to function more efficiently and effectively.
  • Drill thorough levels of detail to uncover significant aspects of data.
  • Use Microsoft Excel to develop key performance indicators, trends, risk management and what-if analysis.

    Marketing & after sales

  • Access prospect, sales, service & parts customers.
  • Manage information in real time and manage data protection.
  • Fully customisable data grids, views & filters.
  • Manage campaigns merges & queries. Communicate via text, email & letter.

Overview

Fortuna is fully integrated system whish is designed to support each of the processes in your dealership. It has complete integration with Microsoft office and is fully customisable to meet your needs. Fortuna allows for unlimited users and records, as well as been very easy to use it's also secure, fast and reliable utilising MS SQL 2000, with comprehensive analysis and reporting coupled with excellent functionality and features.

Vehicle Sales

Cultivate Customer Loyalty

Customer relationship management is the key. From first contact, Fortuna is designed to think sales. Client information is collected to enhance service and cultivate customer loyalty.

Basic client details are matched with personal and social preferences so a more knowledge driven bond can develop. Not everyone buys a car on his or her first visit. Fortuna ensures potential clients are contacted and further appointments are scheduled. This allows information to grow and sales to mature.

The Perfect Match

A multi company or multi branch dealership trades thousands of cars every month. Fortuna tracks every vehicle in every location. The administration behind the purchasing, selling and transferring of vehicles between locations is effortless and efficient. Stock is controlled to allow accurate valuing, analysis and reporting. The perfect match for a customer is only a fingertip away.

Key Features
  • Quotations
  • Purchase Receipt
  • Purchase Invoice
  • Sales Invoice
  • Government Tax (VRT)
  • Rebates
  • Cost Cards/Vehicle Debtors
  • Transaction Entries
  • Stock / Sales / Washout & Commission reports

Part Sales & Stock Control

Minimizes Stock Levels To Maximize Profits

Parts sales and stock control in a multi brand environment are also streamlined. Fortuna minimises stock levels to maximise profits. The software is layered with valuation options while multi-branch stock assessment and tracking is simplified.

Fortuna lays the platform for a superior service. Pre ordered parts and point of sale transactions can be priced easily and checked for availability within seconds. Discounts and special offers are highlighted to the customer, often leading to further sales. From buying to selling, Fortuna encompasses every part of a dealer's parts department.

Key Features
  • Customer ordering / Invoicing
  • Interactive stock enquiry
  • Stock profiling
  • Purchase ordering
  • Stock receipting
  • Stock checking
  • Enquiries
  • Stock/Analysis Reports

Workshop

The First Step To Your Next Sale

After sales service is the first step to your next sale. Fortuna understands that customer retention equals business development. The system automatically alerts customers when their car is due for a service. Again, when the client arrives for the pre-arranged appointment, the software takes over.

Each service has its own specific bar-coded job card. It guides and records every step of the service. The system has already notified the parts department what is needed. Oil filters, air filters, spark plugs and oil are the basics but if a fault has been reported, a particular part is pre-ordered and waiting for the car to arrive.

Time worked on each job is recorded. Fortuna provides estimated job times and pre-plans technician schedules.

Key Features
  • Workshop Loading
  • Service Booking
  • Job cards
  • Service Invoicing
  • Estimates
  • Warranty Processing
  • Service history enquiries
  • Labor Analysis
  • Work in progress
 

Showroom

 
Key Features
  • Sales order form (SIMI)
  • Quotation
  • Contact management
  • Vehicle Showroom
 

Electronic Time Management (ETM)

Track The Efficiency Of Employees

Electronic time management allows dealers to cost jobs and track the efficiency of employees. Every technician records his daily start time, break time and finish time in addition to accurate time recording for each individual job.

If jobs run overtime, the system notifies the service manager so any difficulty can be rectified immediately. The accurate time management system boosts labour productivity and sales. Greatly enhanced profitability is the major benefit.

Appointments run on time, clients are not delayed and the precise service record fills them with confidence and satisfaction.

Key Features
  • Bar code Scan Facilities
  • Up to the minute management information
  • Current job & employee status
  • Employee attended / allocated / productive and invoiced times
  • Accurate Labor Analysis
 

Importer / Manufacturer Interface

Speeding Up Administration And Settlement

Fortuna also clarifies and communicates warranty information between dealers and manufacturers. The submission and approval of warranty claims is instant and transparent. The software details parts and labour by claim thus speeding up administration and settlement.

Key Features
  • Import model codes
  • Import vehicle dispatches
  • Import vehicle invoices
  • Import warranty credit notes
  • Import parts receipts
  • Export purchase orders
  • Export customer sales details
  • Export warranty claims
 

Accounts

Executives Need Accurate Daily Analysis

With so many revenue streams, cost centres and transactions in the motor industry, executives need accurate daily analysis. Fortuna's financial management system consolidates the whole process. Customised reports can be tailored to suit any end-users needs. Every level, from the board of directors to the store managers, can be given the strategic indicators they require to elevate performance.

Key Features
  • Sales Ledger
  • Purchase Ledger
  • General Ledger
  • Cash Book
  • Purchase Invoice Register

Cultivate Customer Loyalty

Customer relationship management is the key. From first contact, Fortuna is designed to think sales. Client information is collected to enhance service and cultivate customer loyalty.

Basic client details are matched with personal and social preferences so a more knowledge driven bond can develop. Not everyone buys a car on his or her first visit. Fortuna ensures potential clients are contacted and further appointments are scheduled. This allows information to grow and sales to mature.

The Perfect Match

A multi company or multi branch dealership trades thousands of cars every month. Fortuna tracks every vehicle in every location. The administration behind the purchasing, selling and transferring of vehicles between locations is effortless and efficient. Stock is controlled to allow accurate valuing, analysis and reporting. The perfect match for a customer is only a fingertip away.

Key Features
  • Quotations
  • Purchase Receipt
  • Purchase Invoice
  • Sales Invoice
  • Government Tax (VRT)
  • Rebates
  • Cost Cards/Vehicle Debtors
  • Transaction Entries
  • Stock / Sales / Washout & Commission reports

Minimises Stock Levels To Maximise Profits

Parts sales and stock control in a multi brand environment are also streamlined. Fortuna minimises stock levels to maximise profits. The software is layered with valuation options while multi-branch stock assessment and tracking is simplified.

Fortuna lays the platform for a superior service. Pre ordered parts and point of sale transactions can be priced easily and checked for availability within seconds. Discounts and special offers are highlighted to the customer, often leading to further sales. From buying to selling, Fortuna encompasses every part of a dealer's parts department.

Key Features
  • Customer ordering / Invoicing
  • Interactive stock enquiry
  • Stock profiling
  • Purchase ordering
  • Stock receipting
  • Stock checking
  • Enquiries
  • Stock/Analysis Reports

The First Step To Your Next Sale

After sales service is the first step to your next sale. Fortuna understands that customer retention equals business development. The system automatically alerts customers when their car is due for a service. Again, when the client arrives for the pre-arranged appointment, the software takes over.

Each service has its own specific bar-coded job card. It guides and records every step of the service. The system has already notified the parts department what is needed. Oil filters, air filters, spark plugs and oil are the basics but if a fault has been reported, a particular part is pre-ordered and waiting for the car to arrive.

Time worked on each job is recorded. Fortuna provides estimated job times and pre-plans technician schedules.

Key Features
  • Workshop Loading
  • Service Booking
  • Job cards
  • Service Invoicing
  • Estimates
  • Warranty Processing
  • Service history enquiries
  • Labour Analysis
  • Work in progress

Key Features

  • Sales order form (SIMI)
  • Quotation
  • Contact management
  • Vehicle Showroom

Track The Efficiency Of Employees

Electronic time management allows dealers to cost jobs and track the efficiency of employees. Every technician records his daily start time, break time and finish time in addition to accurate time recording for each individual job.

If jobs run overtime, the system notifies the service manager so any difficulty can be rectified immediately. The accurate time management system boosts labour productivity and sales. Greatly enhanced profitability is the major benefit.

Appointments run on time, clients are not delayed and the precise service record fills them with confidence and satisfaction.

Key Features
  • Barcode Scan Facilities
  • Up to the minute management information
  • Current job & employee status
  • Employee attended / allocated / productive and invoiced times
  • Accurate Labor Analysis

Speeding Up Administration And Settlement

Fortuna also clarifies and communicates warranty information between dealers and manufacturers. The submission and approval of warranty claims is instant and transparent. The software details parts and labor by claim thus speeding up administration and settlement.

Key Features
  • Import model codes
  • Import vehicle dispatches
  • Import vehicle invoices
  • Import warranty credit notes
  • Import parts receipts
  • Export purchase orders
  • Export customer sales details
  • Export warranty claims

Executives Need Accurate Daily Analysis

With so many revenue streams, cost centers and transactions in the motor industry, executives need accurate daily analysis. Fortuna's financial management system consolidates the whole process. Customized reports can be tailored to suit any end-users needs. Every level, from the board of directors to the store managers, can be given the strategic indicators they require to elevate performance.

Key Features
  • Sales Ledger
  • Purchase Ledger
  • General Ledger
  • Cash Book
  • Purchase Invoice Register