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...
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01. Shop Management SE
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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... -
SE Using Print Preview Export Option
This article explains how to use the Export Report option visible on the print preview with any selected document or... -
SE Using Custom Data Export Option
The documentation below explains how to export data from the SQL database to Microsoft Excel.NOTE: Tech Support cannot assist with... -
Adding Shop Logo to EST/RO/INV 6.x SE
Setting Up a Shop Logo for Reports Your Shop Management system (version 6.0 and greater) is able to display your... -
Shop Mgmt Keyboard Shortcuts SE 6.x
Below a document that displays all of the keyboard shortcuts per screen in the shop management software. It applies to... -
Add a New Technician in version SE 6.x
To add a new technician to your shop management program, follow these steps. 1. Go to the Configurations menu, select Technician Setup. 2.... -
Add a New Service Writer in version SE 6.x
To add a new service writer to your shop management program, follow these steps. 1. Go to the Configurations menu, select Technician Setup.... -
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... -
Manager SE 6.x Export Data (MM) Updated to replace Excel
Under Reports / Follow-up tab, select *MM – Create Data Export File by double-clicking on it. Select your search criteria based... -
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... -
How to Remove License Plate SE
NOTE: For SE version, the Mfg Date must not be blank or 00/00/0000. Enter a valid date and the process... -
’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. ... -
Search By First Name
TIP: To find a customer by first name, type a comma (“,”) then a few letters of the first name.... -
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... -
Tracking eCRM Coupons in Mgmt SE
Not every customer solicited through CRM will present the shop with the coupon(s) sent, but the mailing did it’s job.... -
How Do I Add/Edit Payment Types? SE
Question: Is there a way to change the payment type in the “Apply Payments Dialog Box”? We have a need... -
Figuring Shop Overhead
The shop management software includes a Profit Wizard (F12) to see at a glance how your shop’s profit picture looks... -
Shop Management: How to Restore a Local Database Backup
The following are instructions on how to restore a local database backup (.bak or .zip files) into the Shop Management program... -
Export Data from Manager SE Followup Reports to .CSV format
Manager SE: Steps to Filter Your Own Data for Custom Export File 1. Click on the Reports icon to open the report... -
SE Bad Line Items Fix
Symptom: Unable to open records from the Work in Progress (WIP) in Manager SE. Versions Affected: 6.x Problem: When trying... -
Odometer In value is required by the system manager. Please enter a value greater than or equal to the Previous Odometer
Symptom: Error when printing “The ‘Odometer In’ value is required by the system manager. Please enter a value greater than... -
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 Enter Vendor Invoice # Once in P.O. Worksheet to Show in Each Part Ordered for Warranty Later
How to Enter Vendor Invoice # Once in P.O. Worksheet to Show in Each Part Ordered for Warranty Later When... -
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... -
Shop Management: How to Set Up FirstCall Online Parts Catalog
How to Set Up FirstCall Online Parts Catalog Step 1: Navigate to Configurations menu along the top of the program. Select Special... -
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.... -
Manager SE: ProSpect User Guide
See documents below for following documents: ProSpect User Guide (updated May 2020) ProSpect Quick Start (updated May 2020) ProSpect is... -
Spell Check In SE
How to change\remove Spellcheck Items in SE Custom.VTD is the file that stores the custom words when using F2 from... -
Manager SE: Lube Sticker Printer User Guide
Lube Sticker Printer is available for Manager SE version 7.5.x or higher. For the Lube Sticker Printer User Guide, see below. -
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 crashes after sending email with Microsoft Outlook
Symptom The following are symptoms after attempting to send an email using the Shop Management program: The Shop Management program... -
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
Updated: 7/1/21 As a result of recent legislation, the bracket system for calculating sales tax and discretionary sales surtax in... -
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... -
Appointment Creation in New Schedule vs. Legacy
Attachment(s) Quick Appointment in SE Schedule -
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... -
SE DEFAULT PRINTER NOT STICKING IN WINDOWS 10
Symptom: Customers are reporting that the printer is switching without notice in windows 10. This applies to Propack users in... -
SE Reports Strategy
This article is intended as a general conversation about the value of reports generated inside Manager SE or ShopKey Management... -
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 Add Exceptions to AVG Anti-virus
We have found the AVG antivirus program blocks many features of our Manager SE application including updates to the client/workstation computers. ...