Change Vehicle Ownership
Change Ownership function is available to users in the 3 tab file maintenance view. This is accessed by using Utilities menu and selecting Customer or Vehicle screen (depending on which information you're using to find the vehicle). 1. Go to Utilities menu, lookup the current owner 2. Switch t ...
- How To Search Purchase Orders
Click on and use Search on Purchase Orders by Vendor, Part #, date range, etc.
- Personalize Your Letters & Postcards
The shop management software includes Followup Letters & Postcards that shop should take advantage of. This means that the template letters should be adjusted and personalized before sending them out. We encourage shops to create new letters as well. The sample below shows how to access the setu ...
- Use Part To Handle Fee Or Tax
Here's how to use the part mechanism to handle unusual tax or fee items;
- Remove Words From Custom Dictionary
Need to remove some "wrong" words from your custom dictionary so that they are considered misspelled again? Here's how: 1. Close down your shop management software first. 2. Locate the custom.vtd file in the mdb folder where your shop management software is installed (Manager Plus path shown) 3. ...
- "Main dictionary not found" Error Performing Spellcheck
UPDATE: Go to http://www.managerfiles.com and run item #18 (number subject to change) - the vspell.exe. Please note that shop mgmt program should be closed before running it. Solution 1: Rename Vspell32.dll, Vspell32.ocx and vspeller.hlp to Vspell32.old, Vspell32.old and vspeller.old. Then cop ...
- TIP: Search By First Name
TIP: To find a customer by first name, type a comma (",") then a few letters of the first name. All of the first names that match those characters will be listed for you to select from. An example is shown below:
- SE 6.x Create a User
Screen preferences (column locations + width) are stored to a User name. Whether users migrate from legacy 5.9.x software or start with SE 6.x as a new program, it is important to know how to create at least one User name to record preferences to. The following video is an except of a more detai ...
- Shop Mgmt Keyboard Shortcuts
Attached is a document (shortcuts.pdf - download link below) that displays all of the keyboard shortcuts per screen in the shop management software. It applies to both legacy 5.9.x or the newer 6.x SE versions. It is organized by 'Common to Most Screens' followed by Work-In-Progress, Customer, V ...
- Configure Shop Mgmt To Email Est/RO/Inv etc.
How to Configure Manager to email docuements pdf Attachements PDF Factory installs as another printer option allowing shop mgmt users to email Estimates, Revisions, Invoices or any Reports to their customers. It can be assigned to either the Print or Fax buttons in the software as explained i ...
- Flagging RO As Comeback
The Comeback flag is established on the Symptoms screen. It includes a checkbox to establish the linkage between this second RO and the original RO where the problem was believed to be fixed. When the box is checked, a field for entering the ORIGINAL RO/INV#. NOTE: The original valid RO# MUST b ...
- Shop Mgmt Dispatch - Subscription
This is an opportunity for shop mgmt software customers to subscribe to a periodical summary of new training resources made available recently. Here's Tim's update: August 1st, 2009 NEW in Quick Answers - Shop Mgmt User Forum a) How to Subscribe to Topic b) How to use Two Search Tools NEW in Q ...
- 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 is accomplished in the (F5) Batch Payment window with a Remove Fee button. Here are the steps: 1. Go to Utilities menu, select Batch Payment (F5 = KB shortcut) 2. Click on ...
- 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 are saved, make sure that there is at least one name in User List. (If program displays DEFAULT USER in the lower RH corner, your changes are not stored) LINK: How to adjust colum ...
- 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 Default User is displayed in the lower RH corner, click on Add in UserList to create a new entry. If Default User is selected, the changes will not stick. LINK: How to create User - http://m1faq ...
- Cust Followup Calling Report
Go to Reports - Followup tab, double click any report entry (FL) to get to Followup tabs. Change selector and set date range as shown with #4. Click Search. The results are listed; click on Print. Select Print Customer List then click Continue. Select Sorting method and click Print (preview ...
- Enable Integration to use OnDemand5.com or ShopKey5.com
Web Integration Instructions Your Management program now includes the option to integrate to OnDemand5.com or ShopKey5.com if you are already a subscriber. During the Quarterly Update (08-2) you will be prompted to install Microsoft Dot Net Framework 2.0 to activate the interface if not alrea ...
- 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 & automatic Purchase Order generation. Here are the steps to manually create a Purchase Order as needed. 1. Go to the Inventory menu and select Purchase Orders. 2. Click on ...
- 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 appreciation; how and where do you register this referral activity between these customers? You can do this without generating an order; just follow these steps: Go to Utilities menu to ope ...
- Install Missing Category Report
To speed up the task of checking invoice items for Category data gaps, we're created a new report tool to assist users. Use this installer to automatically add a Missing Category report under the Accounting tab: NOTE: Because the installer is an EXE file, you may have to intervene with your PC's ...
