The following is a list of protected areas and their functions in the shop management software:
| Protected Area | Triggers |
|
|
Configurations -> Program Security |
| Apply Payments – Charge | Pay/Post Invoice -> Select Payment Type = Charge -> Click Charge. Does not Prevent Posting from WIP screen. |
| Batch Payment – Apply Credit | Apply Credit button in Batch Payments |
| Batch Payment – NSF | Click NSF button in Batch Payments |
| Batch Payment – Save | Save (post) a payment in batch payments. |
| Brake Packages | Configurations -> Brake Packages |
| Canned Jobs – Add | Click Add from the canned job list |
| Canned Jobs – Copy | Click Copy from the canned job list |
| Canned Jobs – Delete | Click Delete from the canned job list |
| Canned Jobs – Edit | Click Edit from the canned job list |
| Canned Jobs – Export | Does nothing in SE; refers to 5.9 feature |
| Canned Jobs – Import | Does nothing in SE; refers to 5.9 feature |
| Category – Add | Click Add in Standard Descriptions -> Category |
| Category – Delete | Click Delete in Standard Descriptions -> Category |
| Category – Edit | Click Edit in Standard Descriptions -> Category |
| Connected Vehicle | Process or Decline Onboarding Requests |
| Counter Sale – Check Profit | Click Check Profit from a Counter Sale |
| Counter Sale – Payment | Apply payment to a Counter Sale |
| Counter Sale – Post | Post a Counter Sale |
| Customer – Phone | Click Telephone List from Customer screen. Does not prevent editing numbers that are visible from the Customer screen. |
| Customer – Remove / Recover | Edit -> Remove Customer; AND Configurations -> Special Maintenance -> Recover Deleted Customers |
| Customer – Tax | Click Tax Button in Customer Screen |
| Customer – Type | Click Type Button in Customer Screen |
| Default Screen – OK | Edit Screen View tab in Shop Data |
| Default Settings – OK | Edit Default Settings tab in Shop Data |
| Diagnostic Reports – OK | Does nothing in SE; refers to 5.9 feature |
| Disclaimers – OK | Edit Disclaimers tab in Shop Data |
| Discounts | Options -> Discount from the Order screen. Does not prevent copy and pasting an existing discount. Does not prevent adding/editing discounts in Configurations -> Packages and Discounts |
| Electronic Payment Processing Admin | Configurations -> Special Maintenance -> Electronic Payment Processing |
| End of Day | Configurations -> End of Day Reports AND Utilities -> End of Day. Protects both editing End of day reports and running end of day |
| End of Month/Year Close | Utilities -> Fiscal Year End Close |
| Enforce Mileage In | Toggle Enforce Mileage In in the Screen View tab in Shop Data |
| Excise Tax – Ok | Edit Compound Taxes tab in Standard Tables |
| Fee Assessment | Utilities -> Late Fee Assessment. Does not affect editing of late fee settings. |
| History – Detail | Click Detail button in History tab; AND double click invoice in History tab |
| History – Unpost | Click Un-Post Invoice button in History tab |
| Income Accounts – Add | Add Income Account from Income/Payment Types tab in Standard Tables |
| Income Accounts – Delete | Delete Income Account from Income/Payment Types tab in Standard Tables |
| Income Accounts – Edit | Edit Income Account from Income/Payment Types tab in Standard Tables |
| Inventory List – Update | Click Update in Inventory List window |
| Invoice Validation – OK | Edit Invoice Validations tab in Shop Data |
| Labor Rate – Ok | Edit Labor tab in Standard Tables |
| Location – Add | Click Add in Location tab in Standard Descriptions |
| Location – Delete | Click Delete in Location tab in Standard Descriptions |
| Location – Edit | Click Edit in Location tab in Standard Descriptions |
| Lube, Oil, & Filter Packages | Configurations -> Lube, Oil, & Filter Packages |
| Manage Locked Records | Configurations -> Special Maintenance -> Manager Locked Records |
| Markup Costs – OK | Edit MarkUp tab in Standard Tables |
| NSF Checks | Click NSF button in Batch Payments. This is a duplicate of Batch Payments – NSF |
| Order – Change Printed Invoice | Edit/Open Invoice that has been marked as printed |
| Order – Check Profit | F12 from the Order screen; AND Click Options -> Check Profit from Order screen |
| Order – Options | Click Options from Order screen |
| Order – Remove | Edit -> Remove Order |
| Order Detail Report | Ctrl+F10 from the Order screen |
| Order Options – Apply Payment | Click Options -> Apply Payment from Order screen. Does not prevent Pay/Post Invoice |
| Order Options – Post Invoice | Click Options -> Post Invoice from Order screen. Does not prevent Pay/Post Invoice and does not prevent Post from WIP screen |
| Packages & Discounts | Configurations -> Packages and Discounts |
| Parts Discount Rate – Ok | Edit Discount tab in Standard Tables |
| Parts Kits – Add | Click Add in Utilities -> Parts Kits |
| Parts Kits – Delete | Click Delete in Utilities -> Parts Kits |
| Parts Kits – Edit | Click Edit in Utilities -> Parts Kits |
| Parts Kits/List – Copy | Click Copy in Utilities -> Parts Kits; Does not prevent copy from parts list (inventory) |
| Parts List – Add | Click Add in Inventory (Parts List) |
| Parts List – Copy | Click Copy in Inventory (Parts List) |
| Parts List – Delete | Click Delete in Inventory (Parts List) |
| Parts List Edit / Matrix | Click Edit in Inventory (Parts List); AND Edit Price MarkUp Matrix in Standard Tables. Does not trigger until clicking Done or Next. |
| Pay / Post Invoice | Click Pay/Post Invoice from Order screen. Does not prevent Post from WIP screen. |
| Payment History – Delete Paymt | Click Delete from Payment History Windows. Either from Batch Payments or Apply Payments windows. |
| Payment Types – Add | Add Payment Type from Income/Payment Types tab in Standard Tables |
| Payment Types – Delete | Delete Payment Type from Income/Payment Types tab in Standard Tables |
| Payment Types – Edit | Edit Payment Type from Income/Payment Types tab in Standard Tables |
| Phone Descriptions – Ok | Edit Phone tab in Standard Descriptions |
| Physical Count | Inventory -> Inventory Transactions -> Physical Count |
| Postcards – Add | Click Add in Followup tab in Standard Descriptions. Applies to FollowUp and Mail Merge Letters in addition to Postcards. |
| Postcards – Delete | Click Delete in Followup tab in Standard Descriptions. Applies to FollowUp and Mail Merge Letters in addition to Postcards. |
| Postcards – Edit | Click Edit in Followup tab in Standard Descriptions. Applies to FollowUp and Mail Merge Letters in addition to Postcards. |
| Purchase Orders | Inventory -> Purchase Orders; AND P.O.s button in toolbar |
| Purchase Orders – Delete | Click Delete from Purchase Order window |
| Purge Estimates | Click Purge Ests from the WIP screen |
| Quick Estimate – Check Profit | Click Check Profit button from a quote |
| Report/Printer – OK | File -> Print Setup; AND Configurations -> Report/Printer. Does not trigger until clicking OK |
| Reports – Print | Click Print from the Report window |
| Returns | Inventory -> Inventory Transactions -> Returns |
| Revision History – Detail | Click Detail button from Revision History window. Options -> Revision History |
| Revisions – Check Profit | F12 AND Click Check Profit from Revision screen |
| Revisions – Remove SubEst | Click Remove SubEst from Revision screen |
| Revisions – Transfer Revision | Click Sell Revision from Revision screen |
| Schedule – Add | Does nothing in 7.x+. Protects features in old scheduler |
| Schedule – Delete | Does nothing in 7.x+. Protects features in old scheduler |
| Schedule – Edit | Does nothing in 7.x+. Protects features in old scheduler |
| Scheduler Setup | Configurations -> Scheduler Setup -> Scheduler Options AND Add / Edit Schedule States AND Add / Edit Schedule Resources |
| Set Start Invoice # – OK | Configurations -> Special Maintenance -> Set Starting Invoices. Does not trigger until clicking OK |
| Shop/Hazmat Costs – OK | Edit Shop / Hazmat tab in Shop Data |
| Special Maintenance & Check for Updates | Configurations -> Special Maintenance -> Grid Line Colors | Set Starting Invoice | Toggle Catalog Availability; AND Help -> Check For Updates |
| Standard Accounts – Ok | Edit Standard Accounts tab in Standard Tables |
| Standard Notes – Add | Click Add in Notes tab in Standard Descriptions |
| Standard Notes – Delete | Click Delete in Notes tab in Standard Descriptions |
| Standard Notes – Edit | Click Edit in Notes tab in Standard Descriptions |
| Status – Add | Click Add in Status tab in Standard Descriptions |
| Status – Delete | Click Delete in Status tab in Standard Descriptions |
| Status – Edit | Click Edit in Status tab in Standard Descriptions |
| Tax Rate – Ok | Edit Tax Rate tab in Standard Tables |
| Technicians – Add | Click Add in Technicians Setup window. Configurations -> Technicians Setup |
| Technicians – Delete | Click Delete in Technicians Setup window. Configurations -> Technicians Setup |
| Technicians – Edit | Click Edit in Technicians Setup window. Configurations -> Technicians Setup |
| Texting – Blacklist | When on Customer information Tab: On click of SMS Allowed (same for not allowing and allowing) |
| Texting – Delete | When in: All Messages – ManagerSE Text Massage Center > On click of Delete when attempting to delete a text conversation |
| Texting – Send | On click of SEND button when attempting to send a text message of any kind |
| Time Clock – Current Activity View | Users icon > Selecting Time Clock Setup ; Configurations > Selecting Time Clock Setup (If incorrect entry: info will not show and be grayed out from editing, but for only the Current Activity area) v. 8.4.x+ |
| Time Clock – Employee – Edit | Users icon > Time Clock Setup > Selecting Employee Access/Setup ; Configurations > Time Clock Setup > Selecting Employee Access/Setup (If incorrect entry: info will not show password column and disable editing) v. 8.4.x+ |
| Time Clock – Employee – View | Users icon > Time Clock Setup > Selecting Employee Access/Setup ; Configurations > Time Clock Setup > Selecting Employee Access/Setup (If incorrect entry: info will not show and be grayed out from editing) v. 8.4.x+ |
| Time Clock – Job Cards – Edit | Users icon > Time Clock Setup > Selecting Technician Job Cards ; Configurations > Time Clock Setup > Selecting Technician Job Cards (If incorrect entry: info will show but disable editing) v. 8.4.x+ |
| Time Clock – Job Cards – View | Users icon > Time Clock Setup > Selecting Technician Job Cards ; Configurations > Time Clock Setup > Selecting Technician Job Cards (If incorrect entry: info will not show and be grayed out from editing) v. 8.4.x+ |
| Time Clock – Settings – Edit | Users icon > Time Clock Setup > Selecting Settings ; Configurations > Time Clock Setup > Selecting Settings (If incorrect entry: info will show but disable editing) v. 8.4.x+ |
| Time Clock – Settings – View | Users icon > Time Clock Setup > Selecting Settings ; Configurations > Time Clock Setup > Selecting Settings (If incorrect entry: info will not show and be grayed out from editing) v. 8.4.x+ |
| Time Clock – Shift Cards – Edit | Users icon > Time Clock Setup > Selecting Employee Shift Time Cards ; Configurations > Time Clock Setup > Selecting Employee Shift Time Cards (If incorrect entry: info will show but disable editing) v. 8.4.x+ |
| Time Clock – Shift Cards – View | Users icon > Time Clock Setup > Selecting Employee Shift Time Cards ; Configurations > Time Clock Setup > Selecting Employee Shift Time Cards (If incorrect entry: info will not show and be grayed out from editing) v. 8.4.x+ |
| Tire Packages | Configurations -> Tire Packages |
| Title Descriptions – Ok | Edit Title tab in Standard Descriptions |
| Update Customer Status | Click Update Customer Status button from the Customer screen |
| User List – Add | Does nothing in SE; only works in 5.9 |
| User List – Delete | Does nothing in SE; only works in 5.9 |
| User List – Set Default | Click Reset to Default Settings button in User Selections List window. (Click Users button from toolbar) |
| Vehicle – Add Recommendations | Click Add button on the Vehicle Screen |
| Vehicle – Delete Recommendations | Click Delete button on the Vehicle Screen |
| Vehicle – Edit Recommendations | Click Edit button on the Vehicle Screen |
| Vehicle – Remove | Edit -> Remove Vehicle |
| Vehicle – Tax | Click Tax button on the Vehicle Screen |
| Vendor List – Add | Click Add button from Vendor Setup window. Configurations -> Vendor Setup |
| Vendor List – Delete | Click Delete button from Vendor Setup window. Configurations -> Vendor Setup |
| Vendor List – Edit | Click Edit button from Vendor Setup window. Configurations -> Vendor Setup |
| Vendor Type – Add | Click Add button from Vendor Type tab in Standard Descriptions |
| Vendor Type – Delete | Click Delete button from Vendor Type tab in Standard Descriptions |
| Vendor Type – Edit | Click Edit button from Vendor Type tab in Standard Descriptions |
| Work In Progress – Payment | Click Payment button from WIP screen |
| Work In Progress – Post | Click Post button from WIP screen |
| Work In Progress – Schedule | Click Appointment button from WIP screen |
| Work in Progress – Show Margin | Click Yes or No for Display Margin on WIP from Screen View tab in Shop Data |
| Zip Code Mapping | Edit Zip Code Mapping tab in Standard Tables |