Legacy 5.9 How To

The inventory record that was last sold is considered the master record. When we merge two parts with the same...

June 2008 UPDATE: Version 5.9.5.14 or newer handle this configuration under Setup, Special Maintenance as Toggle Catalog Availability. NOTE: You must...

These are instructions to add export data functionality to the Print Preview screen; installation of select files will activate the ‘envelope’...

Manager features Automatic Backups. This feature prompts you to automatically back up your data at pre-defined intervals (program startup, shut-down,...

Shop Management software ships with an Import Data Utility which allows you to import a properly formatted Microsoft Access database...

Let’s look at fees/taxes applied by Fees button or by Attached Parts method, so as to be automatically applied when...

pdfFactory installs as another printer option allowing Manager/Manager Plus or Service Writer / ShopKey Management users to email Estimates, Revisions,...

Question: When we start up our shop mgmt software, there is a long delay with a Windows hourglass, then a...

Use the attached document to export shop mgmt data to Excel spreadsheet file. NEW! We’ve added a version that covers...

When a user is in an RO or Invoice (not estimate), if he navigates into the NAPA catalog, upon return...

Installing Customer non-tax report Objective: adding custom report to software for verification of customers marked non-taxable. Files Required: CustNonTax.rpt User Requirements:...

Create a “part” to quickly apply an NSF fee item for your trouble. Point the account revenue to NSF and...

Instructions for performing a Mail Merge with your shop management database and Word. This allows for customized follow-up efforts with...

See how expert shops apply their cleverness to get more out of the Schedule module every day!UPDATED Nov. 2012

The pdffactory program can also be used to email Balance Due Statements to customers. The settings are a bit different...

This article is about installing a custom report to add a new entry to the Reports menu that allows users...

Below is a document that displays all of the keyboard shortcuts per screen in the shop management software. It applies...

Need to remove some “wrong” words from your custom dictionary so that they are considered misspelled again? Here’s how: Close...

If your 5.x shop management program was installed without the training videos developed specifically for the product, you may add...

If user loses access to web-based repair and/or estimating after reinstall of mgmt software running (or more rarely a quarterly...

How to back-up your management system files to a USB Drive. Insert USB drive in computer and determine which drive...

The document below details how to configure the Nexpart (WHI) catalog within the legacy version of Mitchell and ShopKey Management...

To add a new technician to your shop management program, follow these steps. Go to the Setup menu, select Technician Setup. Click on Add to...

To add a new service writer to your shop management program, follow these steps. 1. Go to the Setup menu, select Technician Setup....

News: 5.9.x Shop Management Update Discs shipping frequency changed. In an effort to avoid price increases and eliminate thousands of...

When your 5.9 shop management program cannot open the WorldPAC parts catalog You may be informed by on-screen dialog box...

Installation and configuration of CARQUEST WebLink2 catalog with the updated 5.9 Management Software. Software Required: Computer software required for Mitchell and ShopKey 5.9...

Problem: How to determine which Inventory record will be the Master when using the Merge Inventory option. Versions: OnDemand ManagerPlus...

Symptom: Customer has an expired Management program and they are trying to run their quarterly update; the program is then...

DIFFERENT PDF WRITERS FOR USE WITH MANAGER PROGRAMS. Versions Affected:Manager/Manager Plus, Shopkey Service Writer/Management (all versions). CutePDF —- Free (Easy...

Problem: Customer wants to search Management database by first name. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all versions). Solution:...

The embedded document contains instructions for the installation and use of the ShopCAT parts catalog.

The below file (Nov 2008) includes indexed samples of all reports and documents generated within one of our shop management...

  In order to verify your Shop Management software is current: Go to the File Menu, then Help. Go down...

The installation instructions for Manager 5.9. This covers both single and multi-user installations.