Correcting Previous Mileage Errors
NOTE: Check your 'Enforce Mileage In' setting; Setup, Shop Data, Screen View tab. There is a checkbox for Enforce Mileage In; if set to Yes, change it to No for the time being. Best practice is to: 1. Identify the invoice where the mileage error first occured, un-post it, correct it and then ...
- Configuring PartsPlus vendor with Activant catalog
Requirements The computer system requirements for Mitchell Manager and ShopKey System and Activant are the same as when using any other electronic catalog. Ideally the shop should be using Windows 2000 or XP and the network must be connected to the internet. The internet connection should be a ...
- Configuring PartsPlus for use with Nexpart catalog
Mitchell 1 Manager and ManagerPlus and ShopKey version 5.9.5 now integrates with NexPart / PartsPlus web based catalogs. See attached PDF file to configure your system.
- Install Recommendations w/Followup Report
This article is about installing a custom report to add a new entry to the Reports menu that allows users to see which vehicle Recommendarions have been marked as having a Followup effort created and mailed. NOTE: The included instructions (Word or pdf versions) MUST be followed precisely; if yo ...
- Email Balance Due Statements
The pdffactory program can also be used to email Balance Due Statements to customers. The settings are a bit different so follow these steps: 1) Select Balance Due Statements as your document 2) Change the output selector to Report to Printer 3) Select pdffactory from the Printer drop-list 4) Cl ...
- Registry error setting up Activant, FirstCall or eStore catalog
Attempting to link a Vendor record to FirstCall, Activant or eStore throw an error "Vendor Code could not be save to registry". The exact error is displayed below. This error is also possible after a vendor has been sucessfully installed; the user may receive this error when attempting to orde ...
- Followup With Inactive Customers
It is possible within Followup tabs to filter a list of customers who's last invoice falls into a prior date range. The following exercise includes creating a postcard to send inactive customers to encourage them to call or come into the shop. 1. First go to Setup, Standard Descriptions and crea ...
- Experts Schedule Advice
Access the Experts Using the Schedule document! http://m1faqs.com/userdocs/ExpertsUsingSchedule.pdf
- 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 duplicates by making sure that EVERY person knows to ALWAYS begin orders with Start/F6 to validate customer names and vehicles! When adding appts to Schedule, A ...
- Fix Inaccurate Avg Part Cost
You need to take the item down to ZERO QOH so that it is forced to start calulating Avg Cost all over again. 1. Go to Inventory List screen, enter the part number and click Search. 2. With the selected part highlighted, click on Edit to open the inventory item. Make note of the current QOH (Q ...
- Increase INV Printing Space
NOTE: Consult your printer documentation. Try changing the printer tray definition from letter (8.5" x 11") to legal (8.5" x 14"). This will cause the body of the document to gain a little more room and less likely to spill over to two pages.
- Why Don't Report #s Match?
Q. Sometimes I notice that report numbers don't match between different reports. Why is this? A. Typically, the reports include/exclude some factor (taxes, commissions, sublets, etc) that account for these differences. A review of this document will likely explain what these differences are: htt ...
- Mail Merge Instructions
Instructions for performing a Mail Merge with mgmt database and Word are found in this group of workshop documents. http://m1faqs.com/userdocs/
- Create a Reusable NSF Fee Item
Create a "part" to quickly apply an NSF fee item for your trouble. Point the account revenue to NSF and track it accurately. If you want to have an easy repeatable NSF charge mechanism, create a "part" to handle this. Create a part with a simple P/N for easy recall such as NSF or NSF1. Set acco ...
- Napa catalog and OneCare Anti-Virus software
NAPA CATALOG AND WINDOWS ONECARE ISSUE by gordiesgarage on Sat Jan 24, 2009 2:24 am For the past 7 months or so it has taken 1-2 mins to connect to my local Napa store to order parts. This was very frustrating especially when I get 6 - 10 estimates in an hour to complete. The problem was in my ...
- Mgmt: Slow Startup / Catalog Error Msg
Question: When we start up our shop mgmt software, there is a long delay with a Windows hourglass, then a warning message displays that says "Catalog could not be started". Can we change a setting or something to prevent this? We used to have ShopCAT but not anymore. Answer: Go to the WIP screen ...
- Details Of Top 25 Reports In Shop Mgmt
v Accounts Receivable Aging Detail – Accounting Report Provides a detailed listing of all invoices with outstanding balances including any applied payments. Broken out by 30, 60 & 60+ day increments. Sorted and totaled by customer. v Accounts Receivable Aging Summary – ...
- Tracking CRM Coupons in Mgmt
Not every customer solicited through CRM will present the shop with the coupon(s) sent, but the mailing did it’s job. People may call or drop by asking about their 112,500 mi. service. That doesn’t happen all by itself! If you want to know how many did present coupons at time of ser ...
- Change the Order of Line Items on Order Screen
Items transfer to order screen below the highlighted line. If you need to change the order, cut and paste functions allow you to do this; look to the Edit menu for these options. 1. Using your mouse, drag across the item(s) to highlight them for the move. 2. Use Edit, Cut (Ctrl+X keyboard shor ...
- Report #s Don't Match?
Each report is designed to answer specific questions and not comparisons between them. One report may factor commissions, reflect credits, include taxes, whereas another report doesn't. Here is a link to a document where we have compiled details for the most common perceptions of these differen ...
