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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

Product Features

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

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