Printing Issues After Windows Update (October 3, 2019)
Symptoms A recent Microsoft Windows Update is causing printing issues in the Shop Management program. The update appears to be causing...
How To
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Shop Management: Purchase Order Taxes for Canceled or Unreceived Parts (Canadian Customers)
This article is intended for Shop Management program users in Canadian provinces with more than one tax value. The Shop... -
Shop Management: Enabling Taxes on Purchase Orders (Canadian Customers)
In versions 8.0.3 and higher shop owners can set taxes on Purchase Orders (P.O.s). To retain the setting, the tax... -
ProSpect User FAQ
ProSpect User Frequently Asked Questions See the ProSpect User Guide Below for detailed instructions on how to set up and use ProSpect.... -
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: Back Ordered, Partially Received, and Cancelled Parts
When ordering multiples of a single part, you can receive or cancel a portion of the order total. P.O.s can... -
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: Special Order
Sometimes specific work within a repair order get completed at different times and information like tech hours and commission totals... -
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... -
Manager SE: Florida Sales Tax Calculation
As a result of recent legislation, the bracket system for calculating sales tax and discretionary sales surtax in the State... -
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... -
Handling Changes to MI Part Core Tax on Manager SE Estimate/R.O./Invoice
Summary: In Michigan parts are taxable, however a change in 2017 Michigan law mandates taxes no longer be collected on cores. However... -
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... -
How to Enable a Catalog and Link a Vendor in Manager
How to Enable a Catalog and Link a Vendor in Manager Step 1: Turning the catalog on In this example... -
Shop Management Recommended Local Backup Instructions
Insert a flash drive into the computer. Open your Management Software. Click (1) “Configurations”, (2) “Special Maintenance”, then (3) “Database Backup and Validation”: Check... -
Shop Management Email Setup
Question: How can we email estimates, repair orders, or invoices from the Shop Management software? Answer: Install and configure an... -
Shop Management SE Mail Merge
The attached document shows the step-by-step process to generate a file within Manager SE 6.x to be used during a... -
SE Reports Pack (Samples)
This includes EST, RO, INV, Counter Sale, Technician Worksheet templates as well as all of the reports found under the... -
Record Lock
IF THE TECH HAS INVOICE OPEN, SERVICE WRITERS CAN NOT MAKE CHANGES TO THAT INVOICE. THE MESSAGE STATES “THIS RECORD... -
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... -
Shop Management: How to Recover Deleted Customers
Click on Configurations > Special Maintenance > Recover Deleted Customers. Search for the deleted customer via Last name, First name, Company, Phone #, or Membership #. Select the deleted customer, then click Undelete. -
PartsTech Catalog Setup
We are pleased to announce the PartsTech multi-vendor parts shopping platform is now available at no charge. The setup is quite similar... -
Nexpart Multi-Seller Catalog Setup
Users must Signup for Multi-Seller access: REGISTER NOW!!!! How to Add the new Nexpart Multi-Seller Catalog button: (Available in Manager... -
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 -
How to use barcode scanners for inventory parts in Manager SE
A barcode scanner that works with Windows is required The easiest way to use a barcode scanner with inventory parts... -
Credit Card Fee
Manager SE does not have a function to apply a credit card fee. We have 2 recommendations for accommodating a... -
How to Update Florida Templates
Method 1 Update to the latest version of Manager SE. v9.0.0.2857 and later have the updated Florida Templates included in... -
Update Vendor for Inventory
These are instructions for how to update all inventory parts being sourced from one vendor to another vendor. For this... -
ePay Refund (FirstMile, GPI, and 360Payments)
Payments that are made through ePay can also be refunded through their payment processor account by making a negative payment... -
How to Update Job View Reports
Updated 5/13/2025 Follow these steps to download and apply the updated Job View report: What’s Changed? -
New NAPA PROLink Catalog Setup
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How to Update Manager SE
To ensure you have the latest version, you can choose from the three options below: A ,B, or C.