Regmarks 4 The Web
User Guides
User Guides
Below are 8 videos to give you a view of the entire system so you can "learn by watching". Instead of us doing a 2 hour demo of all the areas of the system to each potential customer, you can watch the videos, and get an indication as to whether the software does what you want it to do. Once the Web administration module is complete so it's possible for us to create custom websites for clients that integrate into Regmarks, more videos will be added and as the system grows, each new feature will have a video.
If you are just looking for a basic overview of Regmarks 4 without detailed instructions on what is happening when you choose certain options, then you can see our Regmarks 4 Overview instead. Please be aware that we wont be going into any level of detail in the overview, which will cover dealers, commissions, imports, mark management, searching and exports
Welcome to Regmarks 4 The web, or Regmarks 4 or even RM4 that we will refer to it as in these guides. Regmarks has been around since the mid 1990's and whilst generally unsupported and no longer developed there are clients who are still using a descendent of that system today but RM4 takes it from an ancient PC based system onto a web based system, but most importantly a web based system that runs on your server.
This isn't what they refer to as Software As A Service where you connect up to our servers and we host multiple dealers all on the same system. This system runs on your own web server. You have control over it and whats more because its online, not only does it mean that you have access to your numbers wherever you are in the world, your website could hook directly up to the data so as soon as you update your system, your website is up to date as well. Being web based, it means you can use it on Windows, MacOs, Linux, and iPad or Android tablets. You have control.
These instructional user guides are here as a form of documentation. Each subject will be dealt with individually so you can watch one after the other, or you can jump straight to one subject to get a refresher on how to do something. Before we get started, I should say that the software runs in both light and dark mode, so for people like me who prefer dark mode, I will be showing everything in dark mode but I will show you how easy it is to switch. The system is a multi user system so whilst you will have a master user created, you can then set up other users with their own accounts. Passwords have to be at least 8 characters and contain uppercase, lowercase, a special character and a number. You can also set up two factor authentication which we would strongly recommend so that in order to log in you need access to a device with an authentication app on like Google Authenticator, (you also have 10 backup codes you can make a note of if you lose access to your authentication device and you can regenerate more any time you need them). This makes Regmarks4 secure and with it running under a https secure web server, nobody can snoop on you
Before we start getting into Regmarks 4, lets firstly review what it does.
It allows you to manage your registrations quickly and easily, sharing data between other dealers with ease, being a source of data for your website, or for you directly when you deal with telephone based enquiries, and generally helping you to run your business. Firstly a few naming conventions.
A Source is the location of a registration number. Sources can be dealers or your own direct commissions. When you create a source, you identify whether it is a dealer or a commission. A dealer is basically someone who provides you with lots of registrations to sell and that you potentially send your list of numbers to them. A commission would basically be the man in the street asking you to sell his number for him. He may have a few numbers but he doesn’t run it as a business and is only dealing with a few numbers.
Markups are your profit margins. When you import numbers, you add on a profit margin automatically. You can either have a flat fee per dealer (either percentage or monetary value) or you can have markups based on price. For example if its under £5k you might put £100 on it, if it's between 5k and 20k you might put 5% on it, and anything over £20k might get 3%
Tags are used primarily to indicate that this registration can be useful for a name or a job etc. A classic example would be the names BOB, BOBBY, ROBBIE, ROB, ROBERT. If a registration has 3 letters of BOB or ROB you can assign those 5 names against it or if it has the numbers 808, so if someone says their name is Robert, you can do a tag search and see all of the BOB and ROB and 808 related numbers. You might tag 911 and 914 as Porsche and 205 as Peugeot.
Categories. This helps you give structure to the tags. A tag can be associated with a category. The category might be Men's names, Cars, Women's names, Football etc. In the example just mentioned, they could be associated with a category of men's names, and car makes. So you could have a section on your website that shows men's names and all the different men's name tags would show and then when you click on a tag, it would show the Rob, Bob, Ashley, John etc. Categories don't have to just relate to tags though. You can have categories based on the structure of the registration such as 3x3 where you select 3 alpha and 3 numeric, and also 3 numeric and 3 alpha so you can have a section on your site for 3x3’s or if someone rings up and asks for a 3x3 with TC as the first 2 of the 3 letters you can identify both formats in one search. You can also have Irish numbers identified or you could say a 1x1, 1x2 and 2x2 are in a Premium category.
Regmarks4 is told which of the sources is your dealer so it can handle your numbers differently to other dealers. When numbers go against your own dealer, they are king of the road. It doesn’t matter whether someone lists your stock number for £1, it won’t overwrite your own details. Likewise with your commissions. Next in the tree are Other dealers stock numbers. If you can identify a stock number from another source, it won’t be overwritten by someone else’s commission, even if cheaper. The free for all so to speak, happens with other people’s commissions. If you import a registration ABC 123 from Dealer A for £10,000 and you then import from dealer B for £9,500 then your best source will change from A to B. We still keep a note of A having it for £10k but B is a better source. Then if you import Dealer C and they have it as a stock number then you have found the holy grail and it changes to Dealer C stock. You can’t get it cheaper than that. The system tracks the best sources of registrations to get you the lowest price. Also, if last week Dealer C sent their stock list over to you and it had 500 numbers and now it has 495 and they had no new numbers, then 5 got sold in the week. The system will automatically identify those missing 5 and flag them as sold - if you tell it to do that. This is optional, because if they send you a small list and say “these are 20 extra numbers that will be going on our list but you can have them early” then in that case you don’t want to remove the other 480.
In a nutshell that describes most of what Regmarks4 is and does, but it also handles Exports to other dealers to keep them up to date automatically with your changes and if you can’t find an option for a customer, add it as a “Want” on the system and each day the system checks what they wanted and compares it to what you’ve now got. If we’ve already told them about a number, it won't notify again.
New lets get to the videos. You will be pleased to hear that I don't run a podcast - I'm not the most oratorical but hopefully the software speaks for itself.
Dealers and Commissions Contacts are called Sources.
How to allocate markups based on price of the incoming number
Tags and Categories give dimension to your registrations so you can search in multiple ways.
Importing Numbers is a vital part of Regmarks 4 and whilst there are several extremely important functions in RM4, without the bulk imports, everything else would be irrelevant.
This is a long video. It covers a lot of information, including pulling some additional registrations into the system first so its partially an extension of the import video before it becomes a creating and editing marks video
"Wants" help you to get a future sale by logging the details of what a customer wants when you haven't got what they want. A daily job then runs to match their wants with the current state of play and either emails them automatically to tell them about the mark(s) that have come into the system, or if they have no email address, the details will be logged so that you can make phone calls.
Exports allow you to either send data to your website, send data to another dealer, or send data to yourself.
Once things are set up, you are not likely to need to go into the configuration areas of the system, but you will need to go into the upgrading option because Regmarks 4 will be regularly updated.