Install Customers Marked Non-Tax Report
Installing Customer non-tax report Objective: adding custom report to software for verification of customers marked non-taxable. Files Required: CustNonTax.rpt User Requirements: Must be able to copy rpt file to appropriate directory (folder) Must be able to edit text in reports.inf file to c ...
- Create All Customers Mailing Labels
Use these steps to generate a master list of all customers for holiday mailing labels: 1. Go to Reports, select the Followup tab; you'll open up on the History tab as shown below. 2a. Change BOTH date ranges beyond the current day you are running this effort. [e.g. 01/01/2015] 2b. Change the Se ...
- Restoring Mgmt Training Videos
Q. I want to go back and watch some of the Training Videos, but I get an error message about Data Movie Path? A. If it's been a while, perhaps the videos are in a different location or no longer on the hard drive? it's common to install the training videos during DEMO install and later ask for ...
- Swap Personalized Plate To Customer's Diff Car
How Do I Swap A Customer’s Personalized Plate To Their 2nd Car? (NOTE; Both Vehicles are in History file) Assuming that both vehicles will remain on file: Need to call up the 1st vehicle that has the desired plate, then: 1) Go to Utilities, Customer Screen 2) Click on Name and select the ...
- Search For Vehicle By VIN #
Within the program, pressing F3 (Utilities, Find Customer) provides access to where you can enter a VIN number and search within Manager for that vehicle and then launch an Estimate or Repair Order. Since this selects the vehicle, you may quickly proceed to the Order screen. NOTE: It should be ...
- All Reports in PDF format
All reports demonstrated in one PDF file
- Setup Service Intellgence ( SI ) button in Manager
Want to help your shop use Service Intelligence more? Setup SI for use in Manager! Follow these FIVE simple instructions to get your shop's Service Advisor more in tune with using Service Intelligence. STEP 1: On the machine with the SI Viewer Installed, download the "new" viewer… www.eacf ...
- Customer Is Non-Tax But Order Is Taxed?
This is a common problem that results from retroactively changing the Customer tax status to non-taxable sometime after the initial entry, but not also changing the Vehicle tax status and then creating orders with the vehicle(s). In ordinary circumstances (normal sequence, linear time), customer ...
- Process LOFs Even Faster
Next time you do an LOF for a customer, use Windows copy and paste to keep a copy over in Revisions - Sub Estimate #9. That way it can be easily be copied and pasted into the Estimate or Repair Order for as long as the customer brings that vehicle to your shop. Think how much time that saves lo ...
- Control or Prevent Charge Sales
When I pay/post an invoice, one of the payment types is “Charge”. I have updated all my payment types in Standard Tables/ Income-Cash Accounts/Cash Accounts and “Charge” is NOT listed. How can I delete Charge as one of the options - evidently a preset choice? It is hard ...
- Creating Storage Fees
The mgmt software includes a Late Fee function but that doesn't fit this particular need of applying now without the wait for Fee Assessment Day. It is possible to use the Part mechanism to build a simple item to add to these orders whenever required. Here's how to create the potential item: 1. ...
- Creating a Prior Balance For Customer
Shop Mgmt Software requires internally generated Invoices for the bulk of accounting reporting. NOTE: You can click on Options at bottom of Order screen and un-check Shop Supplies and/or HazMat charges. Then they won’t be added in addition to the amount recorded on the invoice. Here are t ...
- Manager Spell Check Files
Unzip the attached file to c:\windows\system32 with the help of technical support
- Symptoms Text in Word Document
The attached document includes text for the standard set of Symptoms that are included in the mgmt software installation. It is prepared in a table format so that users can copy & paste text to add these entries in a short amount of time. Category is not included as yours may differ; it will be ...
- NAPA: Wrong vehicle definition
When a user is in an RO or Invoice (not estimate), if he navigates into the NAPA catalog, upon return we record the vehicle description used during that last catalog session. If the user then changes the vehicle description within our software, a subsequent trip into NAPA uses the previously st ...
- How To Create/Restore Active Field Highlighting in Mgmt
A utility to Set the highlighting color within your software is easily run - the posted programs will set a specific color outline around the active control or dialog box within your management system. You must shut down and restart the application for the selected color to take affect. If you ...
- Gain Additional Business with Stored Recommendations
Many shops report that they can stay busy when they go back to their customer database and send out Recommendations letters. Typically they date-range back 6 months to a year and prompt customers about repair needs identified within that timeframe. Goes like this: NOTE: For this exercise, be s ...
- Print Recommendations On R.O.
It is to the shop's advantage to always make their customers aware of existing Recommendations for work filed in their vehicle's record. To make Recommendations text appears on their Repair Order: NOTE: Recommendations always print on the Invoice document. 1. Go to Setup, Shop Data, Default Se ...
- Nexpart / WiseConnect -0- Quantity - Part not found
On occasion a part looked up using Nexpart or WiseConnect returns a status of not found. The response from the catalog by default listed the default location which had a quantity available of -0-. Users would have to select the alternate part button and choose that alternate part location to ord ...
- Hardware Requirements
Mitchell 1 recommends using business class computers. Although custom-built clone machines may run well, the majority of problems result from poorly engineered equipment. Mitchell 1 recommends using name brand business computers from Dell®, Compaq®, and HP®. 3COM® or Intel® ...
