Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Office Exchange has been developed through extensive research and consultations with foreign exchange offices across Canada and beyond. Its user-friendly interface ensures reliability and offers the flexibility to tailor features to suit specific business needs. Engaging in currency transactions through Office Exchange is both swift and straightforward. The admin section allows you to establish exchange rates, which tellers will utilize for buying and selling activities. At the end of each day, a comprehensive report summarizes the initial and final balances for every teller. Each teller begins with a designated starting amount and concludes their transactions with the option to carry over the closing balance to the next teller. A variety of reports are available to assist in managing daily operations, and we can seamlessly integrate customized reports into the system at minimal or no additional cost. The platform is designed to gather all necessary transaction information efficiently. Furthermore, you can easily import client details from passports and ID cards via the CGI Design Integrated API using a scanner, enhancing the overall functionality of the system. This further streamlines the process, making it convenient for users to manage their exchanges effectively.
Description
An ERP expert focused on the buying, selling, consignment, financing, and management of pre-owned vehicles, skilled in self-financing analytics and sales analytics. This role also encompasses expense analytics, providing detailed reports on vehicles consigned for sale and those held in inventory. Responsibilities include month-end closing, balance sheet preparation, and ensuring financial controls are seamlessly integrated with commercial modules. The position handles accounts payable and receivable, cash management, bank account reconciliations, personal and customer check processing, and the creation of consignment and purchase agreements. It involves managing sales contracts, receipt generation, guarantee certificates, and checklists for both vehicle entry and exit. Additionally, payroll returns, promissory notes, consignment return terms, and the vehicle responsibility terms for exchanges are part of the duties. The role also requires maintaining a power of attorney for dispatchers, integrating contract management for consignment and purchase entries, and overseeing a price list. Comprehensive reporting includes own vehicle reports, consigned vehicle reports, and vehicle inquiries via license plates, ensuring an efficient operation in the used vehicle market.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CGI Design
Country
Canada
Website
www.cgidesign.ca
Vendor Details
Company Name
Plataformaweb
Founded
2005
Country
Brazil
Website
plataformaweb.com.br/
Product Features
Currency Exchange
Analytical Reporting
No
Client Management
No
Custom Account Statements
No
Data Backup Scheduling
No
For Money Exchanges
No
Margin Management
No
Market Data Access
No
Position Management
No
Real Time Currency Quotes
No
Real Time Tracking
No
Transaction Management
No
Product Features
Auto Dealer
Accounting
No
Buy-Here-Pay-Here
No
Collections Management
No
Contact Database
Yes
Customer Database
No
Document Management
Yes
F&I Management
No
Financing Management
No
Form Printing
No
Inventory Management
No
Lease Management
No
New Car Dealer
No
New Car Lot
No
Online Inventory
No
Parts Management
No
Sales Management
No
Service Department
No
Used Car Lot
No
Website Integration
No