Self-Guided Product Tour

Inventory
Service
Sales and Invoicing
Customer Management
Accounting
Reports
Mobile App
Rental
Integrations
TargetWeb
TargetPOS

Inventory

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Manage Inventory in Real-Time

Set up seasonal MIN and MAX ordering levels and get automatic order recommendations.
Track your profit margins and see where you are losing money.
Identify your fastest moving parts with a click of a button and keep them at the register for less ticket time.
View your inventory turn rate.
Track lost sales to better manage customer demand.
Track your special orders from the time a part gets put on an order, is ordered and is received to ensure nothing falls through the cracks.
Access inventory information for multi-store locations in one integrated system.

Streamline Purchase Order Management

View purchase history and track detailed information about your suppliers.
Get automated updates for manufacturer price lists to save time and eliminate manual errors.
Easily differentiate between parts by vendor to avoid duplicate part numbers.
Automatically create purchase orders based on sales history, seasonal levels and special orders.

Integration with Electronic Parts Diagrams

Electronic parts look-up interfaces to PartSmart, Snap-on's PartsManager Pro, MediaCat, MercNet, KubotaLink, HondaIn.
View inventory stocking information (the on-hand quantity, the customer's adjusted price, and bin location).
Select items and instantly send them directly to an invoice or work order.

Control Prices on Your Parts

Create global pricing rules and definitions.
Set holds on price sensitive items and increase pricing on fast moving items.
Charge more on parts sold through the shop by increasing profit margins.
Mark up parts by a percentage, percent margin or flat amount to generate more revenue.
Easily manage sales on products by setting price level overrides based on a specific date range.
Set special pricing for elite or high volume customers.

Service

With a robust service module you can completely automate your service department from start to finish. Keep all history at your fingertips, manage deadlines, and ensure that you are delivering the service that was promised.

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Create & Track Accurate Work Orders

Track detailed information about each work order in one place.
Easily lookup history on Open or Completed work orders.
Create repair kits (for example maintenance kits) so you can instantly add a group of parts, supplies, and labor codes.
Send text or email notifications when a unit is ready for pickup directly from the work order.
Produce professional looking invoices with detailed labor notes, warranty information, and performed codes.
Automatically adjust price on a part sold through work shop.

Improve Technician Productivity

Allow your technicians to clock in and clock out of service orders using the Technician Time Clock so you can track their efficiency and overall time spent on a job.
Monitor your technician's billable hours and incorporate incentive plans to motivate them.
Assign labor to multiple technicians on each work order.
Easily calculate your technician commission totals.

Optimize Shop Efficiency & Profitability

Schedule and modify jobs for all your technicians through the Service Scheduler.
Import common or create your own flat service rates to ensure profitable jobs.
Enable your technicians to create pick tickets to ensure all your sold parts are accounted for on a Work Order.
Set predefined symptom, request and labor perform codes to quickly start and finish a work order ticket.

Process & Track Warranty Claims

Track warranty claims and money owed from each warrantor.
Easily separate and view the money owed from the warrantor vs. the money owed from the customer on a claim.
Track multiple warranty claims (for the engine, accessories and the rest of the unit) on each work order.
Easily reconcile warranty claims from warrantors.
View the warranty period right on your work order screen so that you always know if there's any warranty left.
Automatically register products through integrations with Ariens/Gravely, Toro EZ-Link, Toro EZ-Link for Echo/Shindaiwa, Stihl PSP to ensure you always collect money in a timely manner.

Sales and Invoicing

Offer efficient and professional customer service at the point of sale. Ideal provides you with detailed customer and product information which allows for quick transaction times, more opportunities to upsell, and the ability to print and email detailed information to the customer.

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Point of Sale

View any information on your customers, inventory, and create orders from any location in one powerful system.
Easily view all pertinent information on each individual part such as on-hand quantities, special orders, etc. from one screen.
Easily update customer information right from the POS.
Automatically reference superceded parts.
Get automated suggestions for alternates and substitutes to upsell and offer better customer service.
Print or email quotes, invoices, or work orders to customers.
Streamline transactions with integrated credit card processing solution.

Wholegood / Serialized Products Management

Get full floor plan visibility including aging items and financing information on all of the serialized items you have in stock.
Easily accept a customer trade-in and automatically add it to your inventory.
Keep a record for all quotes created to ensure a customer doesn’t receive two different quotes from different employees.
Register product for warranty purposes right at the POS.
Manage all of your stores from one location.

Automated F&I

Leverage an integrated easy-to-use menu selling system to include pre-package items, and offer additional insurance and warranty items.
Instantly calculate payments using preset data from your finance and insurance vendors.
Print standard forms including title & registration, odometer statement, disclosures, insurance, warranties, etc. - and customize forms to your specific needs.
Comparison screens for Finance / Lease / Cash deals - with or without cash down and showing rebate options.
Menu of insurance and extended warranty products on motorcycles, snowmobiles, atvs, boats, personal watercraft, etc.
Track dealer add-ons and customer requests, to ensure you deliver the unit set up to the customer's specifications.
Track profitability of front and back end of each deal.

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Customer Management

Provide better service and more personalized communication by tracking detailed information on each contact in your system.

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Be in the Know

Track all customer information (including sales history and equipment service history) in one place and on one screen.
Create customer categories so that you can compare your commercial, retail, government and other type customers.
Provide products that appeal to your current customer base, make decisions on what to offer to attract a different customer base, and see who is making you the most money (volume and gross profit).

Stay Engaged

Text or email customers directly from Ideal using pre-set templates.
Create mail merge lists to communicate with your customers.
Keep a record of all customer communications for future reference.

Accounting

You can use Ideal’s fully-integrated Accounting module process all of your transactions and analyze how your transactions affect your bottom line, or you can interface with QuickBooks or Peachtree.

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Integrated Accounts Receivable

Automatically post Accounts Receivable transactions to the General Ledger and create an accurate audit trail.
Provide customer statements that include detailed line-item information on what they owe.
Set payment terms for each customer (C.O.D, Cash, Net 30, etc.).
Enforce penalties for late charges.
Control credit limitations for each customer.
Take payments and instantly adjust money that is owed to you by changing the late charge.

Integrated Accounts Payable

Automatically post accounts payable entries into your General Ledger.
Accurately track financing information for all of the serialized items you have in stock with Ideal’s robust floor plan management capabilities.
Pay suppliers and process checks in one easy step.
Cash in on discounts offered by vendors for early payments.
See what it would take to pay through a certain date.
Set up flexible payment terms for each supplier.

Integrated General Ledger & Payroll

Stay on top of all assets and liabilities by having all transactions from each department flow into your General Ledger.
Optimize cash flow by instantly seeing profits and losses in your dealership and reallocating dollars where appropriate.
Compare your actual financial statements to the budget you set.
Easily trace information and get a more detailed description on all of your statements by drill down to each specific transaction item on invoices, receivables, payables and general ledger.
Instantly run financial statements by department or consolidated for the entire dealership to track profitability in real time.
Integrated with CenterPoint Redwing software to process payroll.

QuickBooks Interface (NEW!)

Automatically send all your AR, AP and Inventory journal entries to QuickBooks – as soon as they are posted to Ideal.
Automatically create bills for your vendors in QuickBooks each time you finalize supplier invoices in Ideal, ensuring faster payments.
Use Ideal to generate a separate bill in QuickBooks for each floor-planned serialized product, so that all your AP information is accounted for.
Rely on one simple interface to instantly match your GL accounts and vendors in Ideal to those in QuickBooks.

Reports

Operate leaner, smarter, and more profitably. With every department’s data in one product suite, you have the ability to quickly and easily monitor the success of each department and your entire dealership.

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See the Big Picture

See the health of your business at a glance by tracking key performance metrics in real time.
Measure the key metrics that industry leading expert Bob Clements recommends you should be looking at on a daily, weekly and monthly basis.
With a click of a button run reports to see how sales impacts service, how service impacts finance, and everything in between.
Customize reports to fit your dealership’s operations.

Sales Reports

Keep tabs on you fastest moving parts so you know which items to stock the most of and make them easily accessible at your sales counter.
Identify your slowest moving parts so you know what items need to be removed from inventory to create better cash flow.
Know who contributes most to your bottom line by tracking your Gross Profit Margins for each vendor.
Know your margins on serialized equipment by tracking your average wholegood sales.
See the totals of all payment methods for a specified period of time which will help balance your cash drawer.
Identify items that are bringing in the most sales and are the most profitable.

Service Reports

Keep tabs on the overall labor efficiency of your techs.
Measure how efficient your techs are by their individual work orders.
Gage how profitable each tech and your overall service department actually is compared to their pay grade.
Track your average work order completion time to see if you’re properly estimating the correct labor times allocated to each work order and turning a profit in billed vs. actual completion time.
Monitor your Labor to Parts percentage to determine the work that’s involved repairing parts vs the work involved in replacing parts.

Inventory Reports

Easily pull up your inventory valuation to know the dollar value of your stocked items.
View your inventory turns to see how many times your inventory is sold and replaced over a given time period.
Track the average transaction value of your parts to determine the profitability generated from each sale, and set benchmarks to upsell and increase the value of each sale.
See the percentage of the stock that you filled each day.
Track your daily Gross Profit Margin to view trends and forecast your overall profitability.

Accounting Reports

Customer statements report
Receivable Transaction List
Receivable Aging Report
Cash Requirements report
Payable Transactional list report
Aging Report
Account Balances and Transactions list report
Account Register report
Financial Statements report

Mobile App

The Ideal mobile app will allow your service and parts employees to perform key daily tasks from anywhere in your dealership.
The mobile app is fully-integrated with the Ideal dealer management system and works on most Apple or Android devices.

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Streamlined Inventory Management

Save time and improve efficiency by conducting year end and cycle inventory counts with your mobile device.
Expedite parts receiving process by recording all information right on the spot.
Sell more by having instant access to your wholegoods inventory.

Fast & Easy Unit Check-in

Start your work orders right from the mobile app to process customer requests faster.
Take pictures and instantly attach images to specific work orders, units and customers in Ideal to keep records for warranty purposes and improve communication between employees.
Take a customer’s signature and email their work order.

Live Access to Ideal for Technicians

Enable technicians to clock in and out, add labor and comments, take pictures, and complete jobs.

Rental

Seamlessly manage every step of your rentals operation inside your Ideal dealership software. This powerful tool was built from the ground up to ensure it effortlessly integrates with the rest of the Ideal system, eliminating double entry and streamlining the entire rental process to make life easier for both employees and customers.

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Unit Management

Manage your inventory, spread across multiple locations and users, with an interactive availability calendar.
Adjust your fleet on the fly according to customer demand by marking units inventoried in Ideal as rentals.
Utilize the Document Management System to consolidate paperwork associated with the rental and make it accessible to everyone on the team.

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Quotes & Reservations

Provide faster customer service by creating quotes in a matter of seconds and converting them into reservations with a single click.
View and adjust rates, deposits, and discounts applied to a quote.
Bundle unit rentals with add-ons for additional selling opportunities.
Accommodate customers by managing unit delivery and pick-up.
Automatically generate a work order to communicate customer needs to the service department.
Identify items that are bringing in the most sales and are the most profitable.
Customize and send out electronic invoices to customers.
Take a payment directly from the rental module with an integrated, vaulted payment processing system.*

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Profitability Reports

Get an at-a-glance overview of your rental operations with detailed reports.
Assess lost opportunities, forecast future demand, and analyze unit performance.
Easily explore data and share reports with the team by exporting information to Excel.

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Integrations

Having the right software is only part of your overall business success. That’s why Ideal has developed several mutually-beneficial partnerships with highly-regarded leaders in the Marine industry to provide you with the best products, service, and training needed to achieve maximum results.

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Brunswick Dealer Advantage

As a Brunswick Dealer Advantage member, you can benefit by implementing the Ideal system with exclusive BDA incentives:

Exclusive, Brunswick preferred dealer pricing
An advanced, affordable and easy to use system for as little as $85/month for 2 users
Up-front system license fee waived - save $1,495!
20% off on additional user licenses and modules!

TCF Integration

Ideal and TCF have joined forces to help streamline financing on your floor planned products. With our integration, you can now automatically import make, models, and serial numbers for easier receiving of TCF financed products. Sales notifications will also be sent to TCF once a unit is sold which results in fewer floor checks.

Partner Integrations

At Ideal, we have long-standing relationships with key manufacturers and suppliers, and we are committed to enhancing the dealer to manufacturer connectivity to try and drive down costs and improve overall efficiency at your dealership.

We've been able add functionality to the Ideal system that lets you automate rebates and parts ordering with industry-leading OEMs and distributors.

Website shopping cart

Import shopping cart orders to Ideal and upload product information automatically to the website.

Parts Lookup Interfaces

Built-in Purchase Order Interfaces

Built-in Interfaces Associated with PSP

Automated Price Lists Updates

With Ideal, Marine dealers can automatically update price lists from the top manufacturers and suppliers to keep your pricing accurate and your inventory up-to-date.

These price lists allow you to update all your product numbers, prices, and descriptions in the Ideal software in just a few minutes!

See all price lists

Price List
Arco Marine *AVAILABLE*	Mercury
Arco Marine (Dist)	Mercury (Canada)
B & G Race Supplier (Navico)	Michigan Wheel Marine (Dist)
CC Marine (Canada)	Michigan Wheel Marine *AVAILABLE*
CDI Electronics (Dist)	Moe's Marine Service
CDI Electronics *AVAILABLE*	Navico
Coast Distribution	NGK (Marine)
CWB Board Company	NGK (Marine) (Dist)
Diversified Marine (Available/Dealer Must Order)	Norcold
Dometic (Marine-Air)	Northwest Trailer Parts
Dometic Sanitation	Pacer Wire
Donovan Marine, Inc.	Parker HRO
Ellett Brothers (Marine)	PCM-Pleasurecraft Marine Engine
Espar Heater Systems	Perkins Marine
E-ton (Crane Carrier Co)	Pitman Creek Wholesale
Evinrude/Johnson (Can-Form OMC)	Port Supply
Evinrude/Johnson (Form OMC)	Sea Doo
EZ Loader Boat Trailers	Sea Doo (Canada)
Fisheries Supply (Available/Dealer Must Order)	Sealand (Ardemco, Inc.)
FTZ Inc.	Sealtech Corp
Furrion (Dist Pricing)	Sealtech Corp (Dist)
Gallery Marine	SeaStar Solutions
General Ecologu Group	Seaward Products
Glendinning Marine Products	Sierra Marine (Dealer)
Global Anglers	Sierra Marine (Distributor Price)
HamiltonJet (Boatswain's Locker)	Simrad Yachting (Navico)
Honda Marine (US)	Star brite (Marine)
HRO( Horizons Reverse Osmosis)	Suzuki (Marine)
Hutchings Marine (Canada)	Suzuki Marine (Canada) Available
Indel Webasto Marine	Svendsen Boat Works
K & L Supply	Teleflex Marine (Distributor Price)
Kellogg Marine Supply (Div of LNS) (Available/Dealer Must Order)	Thetford Marine
Kohler (Boatswain's Locker)	Twin Disc. Inc.
L.A.Sleeve Co.	Uline
L.A.Sleeve Co. (Dist)	US Distributing
Lewis Marine	Vetus America
Lunasea Lighting (Dist Pricing)	Vitrifrigo America, LLC
Mallory Marine	Volvo Penta
Mallory Marine (Dist)	Volvo Penta (Canada)
Marinco/Mastervolt	Westerbeke (TDC Equip)
Marine Eq & Supply (MESCO)	Westerbeke Corp (Gallery Marine Srv)
Marine Products International	Whale-Seaward Inc.
Marine Systems, Inc	Wiseco Performance Prod
Mastercraft Boat Co.	Wiseco Performance Prod (Dist)
Mate USA LLC	Yamaha (also listed Under Powersports)
Maurice Sporting Goods	Yanmar (Boatswain's Locker)
Medart Marine

TargetWeb

Easily create and manage a website that connects to your DMS and OEMs, so you can reach more customers and boost sales.

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Sell online

Earn additional revenue by building your online presence and selling online
Reach customers online who wouldn't normally visit your shop in person

Integrate directly with your DMS and Manufacturers

Sync manufacturer product descriptions and price updates automatically from your DMS, saving you the time & hassle
Update your website catalog automatically whenever your inventory is, reducing errors and redundant work

Personalize your site

Easily customize the design and features of your website with our website editor

Gain actionable insights with advanced reporting

Access dozens of detailed reports to get insights about your website visitors, products sold and revenue

TargetPOS

Sell Effortlessly from Anywhere.
Give your customers a seamless purchasing experience. Search inventory, take orders, process payments, and more – all from your mobile device or tablet using TargetPOS.

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Accelerate Your Checkout Process

Reduce the number of clicks needed to complete a transaction
Trim your average transaction time to under 1 minute

Sell at the Counter, on the Floor and on the Go

Give them the flexibility to complete transactions from anywhere – counter, sales floors, tradeshows, or even mobile delivery trucks
Update your website catalog automatically whenever your inventory is, reducing errors and redundant work

Real-Time Updates

No more duplicate data entries. All orders and transactions are updated automatically in your DMS

Increase Customer Satisfaction

Easily add customers to orders, scan barcodes, and take payments so you can reduce friction in your sales process and serve customers better

Visibility in the Palm of Your Hand

Staff can access dealership information, such as stock levels and customer data, whenever they need it, wherever they are

Discover Why Ideal is the Trusted Choice for Dealers

Alice Widtfeldt, Compliance Officer at La Conner Maritime

Everything is tied together – you can create an estimate, you can convert it into a work order, you can schedule the work, and while you’re at it, you can look up customer and part information right from the work order.

Read the full story

Our Dealership Experts are here to help

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Find out how Ideal can help you grow your dealership and why 2,500 dealers chose Ideal.

WHY IDEAL

Reliable support and training you can trust
Measure important data like total invoice revenue, total invoice gross profit per day, number of new customers, customer payments, inventory adjustments and more
Reduce supply chain disruptions with our Locator Program
All-in-one software for life