Save Your Changes To WIP and Order Screens
Click on UserList icon Click on Add to create a User Name [or job function] Click on OK this name becomes...
How To
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Creating a Prior Balance For Customer
Shop Mgmt Software requires internally generated Invoices for the bulk of accounting reporting. NOTE: You can click on Options at... -
Search For Vehicle By VIN #
Within the program, pressing F3 (Utilities, Find Customer) provides access to where you can enter a VIN number and search... -
Details Of Top 25 Reports In Shop Mgmt
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Posted Order Report Totals Higher Than Totals On Cash Receipts Report
When you post an invoice with a current balance, the invoice will be posted as a Charge and will appear... -
Posted Orders ’Grand Total’ Differs From ’Sales Receipts Summary’ Total
The “Sales Receipts Summary Report” summarizes the totals of two different reports, the “Cash Receipts Report” and the “Posted Orders... -
Catalog Configuration: WorldPAC
Credentials required User: Password: Technical Support: (800)-648-8991 Medium Thin Client Web based catalog, the WorldPac application must be installed on the... -
How To Setup Fax for Estimates, Invoices, Revisions, etc
Whatever fax software you install (WinFax, etc) creates an entry in the list of available Windows printers. Go to Setup, Reports/Printers and change... -
Reward Your Customer Referrals
So you’d like to say thanks to a current customer for sending you a new customer with some token of... -
Gain Additional Business with Stored Recommendations
Many shops report that they can stay busy when they go back to their customer database and send out Recommendations... -
Control or Prevent Charge Sales
When I pay/post an invoice, one of the payment types is “Charge”. I have updated all my payment types in... -
Swap Personalized Plate To Customer’s Diff Car or Remove Plate
How Do I Swap A Customer’s Personalized Plate To Their 2nd Car? (NOTE: Both Vehicles are in History file) Assuming... -
Change the Order of Line Items on Order Screen
Items transfer to order screen below the highlighted line. If you need to change the order, cut and paste functions allow... -
How Do I Add/Edit Payment Types?
Question: Is there a way to change the payment type in the “Apply Payments Dialog Box”? We have a need... -
Tracking CRM Coupons in Mgmt
Not every customer solicited through CRM will present the shop with the coupon(s) sent, but the mailing did it’s job.... -
Creating Storage Fees
The management software includes a Late Fee function but that doesn’t fit this particular need of applying now without the... -
Adjusting Columns On WIP / Order Screens
NOTE: Click on UserList and be sure there is at least one name that these changes can belong to; if... -
Symptoms Text in Word Document
The document below includes text for the standard set of Symptoms that are included in the mgmt software installation. It... -
Customer Is Non-Tax But Order Is Taxed?
This is a common problem that results from retroactively changing the Customer tax status to non-taxable sometime after the initial entry, but... -
Create All Customers Mailing Labels
Use these steps to generate a master list of all customers for holiday mailing labels: Go to Reports, select the Followup tab; choose ANY template... -
Why Don’t Report Numbers Match?
Q. Sometimes I notice that report numbers don’t match between different reports. Why is this? A. Typically, the reports include/exclude some... -
Fix Inaccurate Avg Part Cost
You need to take the item down to ZERO QOH so that it is forced to start calculating Avg Cost... -
Change Vehicle Ownership
The Change Vehicle Ownership dialog box allows you to easily transfer a Vehicle from one customer to another. The screen... -
Cust Followup Calling Report
Go to Reports – Follow-up tab, double click any report entry (FL) to get to Follow-up tabs. Change selector and set date range... -
Create a User / User List Name Stores Screen Preferences
To ensure that any changes you make to the column width(s) or display order on the Work-In-Progress or Order screens... -
Personalize Your Letters & Postcards
The shop management software includes Followup Letters & Postcards that shop should take advantage of. This means that the template... -
Use Part To Handle Fee Or Tax
Here’s how to use the part mechanism to handle unusual tax or fee items; Areas highlight below are Category and... -
How to Calculate Markup % and Margin
Percentages Margin The percentage margin is the percentage of the final selling price that is profit. Markup A markup is what percentage... -
How To Add New Referral Type
The management software includes a list of Referral types to define how a customer became part of the database. Users... -
Florida State Reqs: Estimates & Invoices
Florida Shop Management Users: To comply with the “Florida Department of Agriculture and Consumer Service Division of Consumer Services” all aftermarket shops... -
’Un-Sell’ (Reverse) a Revision
If you have to “un-sell” a job, just highlight all the line items transferred from the Revision, click on ‘Edit’... -
Inventory Worksheets + Update Function
Q: Getting ready to do annual inventory; are there reports to use during the actual inventory process? When finished, is... -
How To Search Purchase Orders
Click on Inventory menu and then select Purchase Orders; use Search on Purchase Orders by Vendor, Part #, date range, etc. For... -
Use Part To Handle Fee Or Tax SE
Here’s how to use the part mechanism to handle unusual tax or fee items; Fields highlighted are category and account. ... -
Flagging a RO As Comeback
The Comeback flag is established on the Symptoms screen. It includes a checkbox to establish the linkage between this second... -
Creating A Manual Purchase Order
Sometimes you need something from a vendor that is not integrated to the shop mgmt software for electronic parts ordering... -
Clearing A Late Fee With F5 Batch
There may be occasions where it becomes necessary to remove a previously assessed Late Fee from a customer’s balance. This... -
Figuring Shop Overhead
The shop management software includes a Profit Wizard (F12) to see at a glance how your shop’s profit picture looks... -
How to Write Off Bad Debt
Question: How would you handle/remove a charge account amount for a person that never intends to pay that you want to write off as... -
How to apply a discount and retain full tax amount
Some states require applying the full tax amount before any discount coupons are applied to an Invoice, in this scenario... -
Shop Management: How to set up Program Security
There are times where a shop may wish to restrict access to functions that are available within their Shop Management... -
Shop Management: Program Security (List of Protected Areas)
The following is a list of protected areas and their functions in the shop management software: Protected Area Triggers Program... -
Shop Management: How to Perform a Refund
The Manager SE program does not have an official refund function; however there are several workarounds. Every shop is unique... -
Late Fee Calculation – Annual Percentage Rate (APR)
How Late Fees are assessed: When the Late Fees Assessment is run, all of the information pertaining to customers, and... -
Followup With Inactive Customers
It is possible within Followup tabs to filter a list of customers whose last invoice falls into a prior date... -
Correcting Duplicate Customers / Vehicles
NOTE: Every shop will have a different degree of database cleanup to do; we can only provide the basic concepts here. PREVENT creating... -
Text To Pay – First Mile
Requirements Set up FirstMile If FirstMile is already set up you can skip to Set up a Texting Phone Number.... -
iDPRT SP320 Setup Guide
Installing the Printer: Sticker Setup Manager SE Print Setup