SE How To

This article explains how to use the Export Report option visible on the print preview with any selected document or...

The documentation below explains how to export data from the SQL database to Microsoft Excel.

Setting Up a Shop Logo for Reports Your Shop Management system (version 6.0 and greater) is able to display your...

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

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

The following are instructions on how to restore a local database backup (.bak or .zip files) into the Shop Management program...

Manager SE: Steps to Filter Your Own Data for Custom Export File Click on the Reports icon to open the report selection...

How to Enter Vendor Invoice # Once in P.O. Worksheet to Show in Each Part Ordered for Warranty Later When...

Symptoms A recent Microsoft Windows Update is causing printing issues in the Shop Management program. The update appears to be causing...

This article is intended for Shop Management program users in Canadian provinces with more than one tax value. The Shop...

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 Frequently Asked Questions See the ProSpect User Guide Below for detailed instructions on how to set up and use ProSpect....

When ordering multiples of a single part, you can receive or cancel a portion of the order total. P.O.s can...

Sometimes specific work within a repair order get completed at different times and information like tech hours and commission totals...

As a result of recent legislation, the bracket system for calculating sales tax and discretionary sales surtax in the State...

Summary: In Michigan parts are taxable, however a change  in 2017 Michigan law mandates taxes  no longer be collected on cores. However...

How to Enable a Catalog and Link a Vendor in Manager For a video on how to set up your...

To activate your license please follow these steps: 1. Go to “Help” along the top of Manager SE > “Activate Products.”...

Symptom: Customer reports receiving the following error when attempting to run a Parts Ordering – Price Check using First Call Online:...

Insert a flash drive into the computer. Open your Management Software. Click (1) “Configurations”, (2) “Special Maintenance”, then (3) “Database Backup and Validation”: Check...

Question: How can we email estimates, repair orders, or invoices from the Shop Management software? Answer: Install and configure an...

The attached document shows the step-by-step process to generate a file within Manager SE 6.x to be used during a...

This includes EST, RO, INV, Counter Sale, Technician Worksheet templates as well as all of the reports found under the...

IF THE TECH HAS INVOICE OPEN, SERVICE WRITERS CAN NOT MAKE CHANGES TO THAT INVOICE. THE MESSAGE STATES “THIS RECORD...

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.

We are pleased to announce the PartsTech multi-vendor parts shopping platform is now available at no charge. The setup is quite similar...

Users must Signup for Multi-Seller access: REGISTER NOW!!!! How to Add the new Nexpart Multi-Seller Catalog button: (Available in Manager...

A barcode scanner that works with Windows is required The easiest way to use a barcode scanner with inventory parts...

Manager SE does not have a function to apply a credit card fee. We have 2 recommendations for accommodating a...

Follow these steps to download and apply the updated Florida reports:

These are instructions for how to update all inventory parts being sourced from one vendor to another vendor. For this...