Car-Part Toolbox Kickoff Open House + Q & A
3:00pm – 5:30pm ET

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We’re kicking off with

• An overview of all the products and services offered by Car-Part.com (including products and services not covered in this World Tour)
• A rundown of the week’s classes, so you can decide which classes are right for you

Checkmate Sales Pro: Beginner
11:00am – 1:00pm ET

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This is our introductory Sales Pro class. This class was designed with new users in mind, but all are welcome to join for a refresher. We’ll cover

• The basic sales workflow
• Searching customers
• Part lookups
• Selecting interchange
• Quotes, work orders, and invoices
• Research (advanced searches)
• Credits and returns

Checkmate Sales Pro: Extra Sales & Purchase Orders (Exchange & Brokered Sales)
1:00pm - 2:00pm ET

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In the second Sales Pro class, we’ll cover

• Selling parts from alternate vehicles
• Extra sales with purchase orders
• Car-Part Exchange partners (brokered sales)
• Adding and editing purchase orders
• Purchase order reports

Checkmate Sales Pro: Advanced
3:00pm – 5:00 pm ET

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In our final Sales Pro class, we’ll cover

• Sales Pro settings
• Scanning and researching
• Multi-part quotes, work orders, invoices
• Advanced interchange
• Statistics (including Quantity-on-hand, sales stats, not-in-stock sales, lost sales, Car-Part.com Demand Data, and cores)
• Warranties
• Discounts
• Freight tables
• Work order and credit change reason
• Pick slips

CrashLink & Car-Part Gold: Are You Using What You Pay For?
5:00pm – 7:00pm ET

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The Car-Part Gold package gives you many advantages. In this class, we’ll walk through everything included in the package, so that you don’t miss out on powerful tools that can boost online sales! We’ll also demo CrashLink, our best-in-class OE information tool. We’ll cover

• Trading Partners
• Car-Part Messaging (iCPM)
• Notifications
• Statistics and reports
• A preview of Checkmate Inventory Pro’s PART GRADING View (we’ll cover it in more detail in Wednesday’s Checkmate Inventory Reports Overview class)

Checkmate Accounting: Beginner
9:00am - 10:00am ET

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In the first of our Checkmate Accounting classes, we’ll cover

• Creating and issuing statements
• Applying payments
• Returns, deposits, CODs
• Entering new customer accounts
• Front counter vs. back office sales
• End of Day (EOD) reports

Checkmate Accounting: Advanced
10:00am - 11:00am ET

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In our second Checkmate Accounting class, we’ll explore advanced accounting workflows in Checkmate. These include

• Correcting payments and invoices on the wrong account
• Refunding a deposit and fixing deposit invoices
• Partial credits/returns (and fixing a partial credits accidently entered as returns)
• Store credits
• In and outs
• Tax-only credit and freight credit
• Split payment returns
• Identifying accounts that are over-credited

Entering Vehicle Records by Phone, PC, or Tablet
11:00am - 12:00pm ET

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With the Checkmate products suite, you can enter vehicle records on your phone with Photomate, on your PC with Checkmate Inventory Pro or Partmate, and on a tablet with Partmate. In this class we’ll demo them all! Along the way, we’ll cover

• What is an AUT and VUC? And why are they important?
• Entering AUTs and VUCs in Inventory Pro, Photomate and Partmate

Partmate Basics - Introduction to Inventory
12:00pm – 2:00pm ET

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Have you ever inventoried a vehicle and its parts in Partmate? If not, don’t skip this class! In this session, we’ll show the whole process, including

• Pull vehicles from Checkmate
• Adding vehicles by VIN
• Inventorying (all part types)
• Part grading
• Pricing
• Exporting to Checkmate

Inventory Pro & Photomate Basics
3:00pm – 5:00pm ET

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In this class we’ll cover intro-level workflows in Checkmate Inventory Pro and Photomate (Checkmate’s mobile sidekick). Topics include

• Inventorying loose parts
• Part editing
• Searching and scanning
• Adding part and vehicle images
• Pricing parts
• Trading Partners searches
• Tag Printing, Scrapping
• Part applications, vehicle history, requests, and VIN decoding

Partmate Advanced Settings + $martList Live
5:00pm – 7:00pm ET

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In this class, we’ll go into advanced Partmate topics. This includes a deep-dive into the settings that optimize Partmate for your business’s needs. We’ll cover

• Vehicle colors in Partmate
• Vehicle Color/Code Settings
• Customizing the Options tab
• Recycler data
• Transferring settings from one Partmate device to another
• Recycler Options
• Making and editing Parts Lists
• $martList dismantle settings
• A $martList live demonstration

Advanced Inventory Settings in Checkmate
9:00am – 11:00am ET

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In this class, we’ll present advanced inventory settings in Checkmate. The goal of this class is to help you customize your Checkmate system to work best for your business and speed up common workflows to boost efficiency. Topics include

• Checkmate Retro inventory settings (including the Location and Category table, date code, stock number sequence, and suppressions)
• Private and Review part settings
• Price Book
• Bulk Edits for parts and scanning/filtering in Inventory Pro
• Inventory Statistics
• Customizing information columns and search fields in Inventory Pro

Checkmate Inventory Reports Overview
11:00am - 12:00pm ET

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In this class, we’ll present Checkmate Inventory Pro’s “Views” feature. With Views, you can change your Inventory Pro screens search fields and information columns to better suit the task at hand. You can even make your own custom Views, so that Inventory Pro is optimal for any workflow you can think of. We’ll also walk through Inventory Reports. We’ll cover

• Many Views, including RESTOCK, PART GRADING, UNPRICED PARTS, and REVIEW
• Many reports, including On-Hand Inventory Age, Inventory by Date Entered, Dismantling Instructions, Dismantled By
• Dashboard Gadgets, including Removed Inventory, Vehicle Categories, Inventory Added

PartsBook: eBay Item Specifics & Beyond (Save Part Info for Better Listings)
12:00pm – 1:00pm ET

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Meet Checkmate’s latest feature- PartsBook! The PartsBook is similar to the Price Book in Checkmate, but instead of dealing with prices, the PartsBook remembers many part attributes and saves them, so that as you inventory more of the same part in the future, you won’t have to enter as much information. Come check it out!

eBay Basics - Getting Started with Checkmate eBay
2:00pm – 4:00pm ET

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This class is designed for customers who are new to using Checkmate to list parts on eBay. We’ll show you the basic Checkmate and eBay workflows.

Advanced eBay + New Features
4:00pm – 6:00pm ET

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In this class, we’ll dive into more advanced eBay topics, including tips and tricks that can help boost sales. We’ll end by demoing Checkmate’s latest features!

Checkmate Insights: Supercharged Business Reporting
9:00am – 10:00am ET

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With Checkmate Insights, we’ve introduced new Tableau reports that offer a broad range of actionable business insights. With Checkmate Insights, you can quickly and easily get a detailed looked at your business’s performance, and discover what processes are working, and what needs improvement.

Manage Orders with Order Trakker (PC) & Ordermate (Phone/Tablet)
10:00am - 11:30am ET

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In this class, we’ll cover production management in both Checkmate’s OrderTrakker, and Ordermate, our mobile app. This includes

• A demo of an OrderTrakker workflow
• A demo of Ordermate’s Work Order Audit and Shipment Tracking features

PC Maintenance, Troubleshooting & Best Practices
11:40am – 12:30pm ET

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Don’t let your hardware hurt your business! In this class, we’ll discuss ways to keep your computer equipment in great shape. We’ll cover

• Tips and Tricks from our Support team to maintain your PCs, server, and printers
• Everything you need to know about backing up your data!

New Features + Enhancement Preview + Q&A
1:00pm – 3:00pm ET

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We’ll close out the World Tour with a look at the latest features in the Checkmate suite—and we’ll give you a sneak peak of the powerful enhancements coming to Checkmate!

This class is hosted by our Checkmate Development team. We encourage you to let them know what enhancements you’d like to see in the Checkmate suite!