DockMaster Training: Get Back To Basics In Time For Spring

Get your staff ready for spring

It’s hard to imagine, but spring is finally around the corner as we push through the latter stages of winter. With the season of rejuvenation almost here, it’s a good time to refresh on some basics before the new boating season gets here.

DockMaster’s slate of training classes for March will be packed with the basics of marina management and service, as well as inventory management.

The 2020 season was thrown for a loop as the COVID-19 pandemic hit North America, but the 2020 season proved to be a massive success. The season saw a rise in first time boat buyers and an increase in general boating activity. Much of the same is expected for 2021 as prospective customers itch to take up an outdoor activity that is conducive to physical distancing. As a result, marinas and marine businesses are expected to be busy most of the year.

To ensure your staff is fully prepared for 2021, here are the classes being offered by our professional service trainers for March.

Basic Service (Wednesday, March 3, 2:00 PM)

Our Basic Service class in early March covers the basic fundamentals of Service Management. DockMaster users with limited experience in this module will be taken through every key feature of the module. Topics will include:

Basic Parts Inventory (Thursday, March 4, 2:00 PM)

Parts clerks, purchasing staff and inventory managers will have all the basic aspects and general maintenance of the parts inventory module. The class will cover the following topics:

• General File Maintenance
• Inventory Inquiries and History
• Using barcode scanners in inventory
• Inventory adjustments
• Inventory pricing

Registration is still available.

Point of Sale (Tuesday, March 9, 10:00 AM)

Our Point of Sale Training for Clerks & Administrators will take you through the entire POS process from log in to end of day procedures to set up.

DockMaster’s POS integration provides the option of using a touch screen (or not). The class will cover all POS functions, including how to do a simple sale, add comments to a ticket, apply discounts, suspend a ticket, receive monies on account, create a special order, refunds, printing, reporting, end of day procedures, set up of quick sell buttons, configuration of POS and more. Anyone handling point of sales will gain a tremendous amount of value in attending this class.

Basic Marina Management (Tuesday, March 9, 2:00 PM)

This class covers the basics of the billing and storage, wait list functions and visual marina program. This class is the easiest way to master all ther basics of the marina management module. The agenda is as follows:

• Billing & Storage Topics include:
• New Customer – New Boat
• Boat placement
• Creating Storage proposals
• Creating Storage Invoices
• Creating Security Deposit
• Using inquiries / reports
• Processing cash receipts
• All About Wait Lists
• VisualMarina topics include:
• Using the VisualMarina map
• Visual reporting
• Boat location information

Register for our next Basic Marina Management class here.

Sales Contract Closing & Accounting (Thursday, March 11, 2:00 PM)

Our Sales Contract Closing and Accounting class will go through the advanced techniques of maintaining and closing contracts as well as accounting for Boat Sales and Post contract activities.

• Open WO on ready to close contracts
• Accruals for open WO on closed contract
• General Accounting hierarchy for contracts
• Calculating Sales Commissions
• Recording the balance Payoff
• Release of Floor plan
• Swapping serialized units on closed contracts.

Daily, Weekly, Monthly, Yearly Accounting & Balancing (Thursday, March 11, 10:00 AM)

Finally, our early March slate of training classes will conclude with accounting and balancing class, for daily, weekly, monthly and annual processes. Your class instructor will also cover advanced topics of balancing your general ledger and troubleshooting out of balance issues. Managers, accountants and controllers will be taken through: