Introducing DockMaster’s Lineup of Online Classes for May

With more marine businesses set to reopen, DockMaster is here for customers

While restrictions are largely varying by state, marine businesses now have a clearer picture of when business can resume and return to some form of normalcy. While businesses should still consult with appropriate jurisdiction in reopening, the DockMaster team remains available to customers. As per usual, DockMaster will be offering online training courses throughout the month of May.

Courses on the agenda this month will include several accounting classes, as well as point of sale, parts inventory, reports and service management. We’d also like to remind customers that one-on-one online training remains available. This option means we can customize training sessions for you and your Team. When requesting One-on-One Training a DockMaster senior trainer will discuss your needs and goals, then make recommendations to accomplish them.

Let’s take a look at what group classes are available to DockMaster clients throughout May.

Daily, Weekly, Monthly, Yearly Accounting & Balancing (Wed, May 6 at 10:00 AM)

Our accounting and balancing class on May 6 will cover all A&B procedures that should be part of daily, weekly, monthly & yearly processes. Our trainers will also go over advanced topics of balancing your general ledger and troubleshooting out of balance issues.

The course’s topics will include:
• Posting daily cash
• Month end reporting
• Month end closing
• Year end closing
• Posting DM modules to GL
• Balancing Accounts to General Ledger
• Basic Month End Balancing Techniques
• Troubleshooting out of balances

Managers, accountants and controllers can all book their spots here.

Point of Sale (Thu, May 7 at 2:00 PM)

Our point of sale training class on May 7 will cover all of DockMaster’s POS functions. Clerks and administrators will be taken through the entire process, from setup, to login, to end of day procedures. Throughout the class, attendees will learn how to do a simple sale, add comments to a ticket, apply discounts, suspend a ticket, and much more. Our trainers will also show you how to receives monies on account, create a special order, refunds, printing, reporting and setting up quick sell buttons.

Clerks and administrators can register for DockMaster’s Point of Sale class here.

Intermediate Parts Inventory (Tue, May 12 at 2:00 PM)

Our Intermediate Parts Inventory class will cover the processes of purchasing and receiving parts through DockMaster’s inventory module. We’ll also discuss special orders. Parts clerks, managers and purchasing agents will go through some of the more advanced functions of our inventory module and are also welcome to request additional topics to be discussed.

You can book your spot here.

Report Generator (Thu, May 14 at 2:00 PM)

DockMaster has an extensive amount of reports available, which is why this class will cover an extensive amount of reports in DockMaster.

Our class will go through how to use the system report generator to create custom reports and save them on your own menus.

The custom reports covered will include:

• Data Files
• Sorting and totaling Values
• Specific Values
• Advanced Options
• QSelect statements
• Creating and using lists throughout the system
• Printing Options
• Exporting to Excel
• Emailing reports

Registration for our Reports Generator class is open here.

Understanding System Accounting (Tue, May 19 at 2:00 PM)

With DockMaster’s extensive accounting functions, it’s important to ensure we sufficiently cover it every month. That’s why in addition to our processes class, we’ll delve deeper into understanding system accounting in our May 19 class. This class will provide a general overview of DockMaster’s system accounting flow. It will help those with a lighter accounting background, as well as those who just need to understand the accounting hierarchy and parameters file. The topics will include:

• GL #’s and the Parameters
• Department Codes
• Accounting Hierarchy throughout the system

You can register for Understanding System Accounting here.

Basic Service (Wed, May 20 at 10:00 AM)

Finally, our lineup of May classes will wrap up as we head into Memorial Day weekend. Our Basic Service class will go over the basic fundamentals of DockMaster Service Management. Users with limited experience in this module will be taken through the following topics.

• Review of the Customer and Boat Files
• Understanding Work Order and Operation Code Types
• Creating Templates
• Creating Estimates (Quotes)
• Creating Work Orders (includes creating Work Orders from Templates and Estimates)
• Entering Charges on Work Orders
• Basic billing functions
• Service Printing
• Viewing Service history.

You can register for Basic Service here.

A final word

We understand the 2020 boating season may be a unique one, but understand that DockMaster remains here for you, our clients.