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...
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...
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. ...