Contents - ShopKey Support

Contents - ShopKey Support
Contents
Contents
i
Introduction
Overview
1
1
ShopKey Management and Service Writer
About this User's Guide
1
How Management System Works
Before You Begin
2
3
Hardware and Software Requirements
Minimum System Requirements
Networking Requirements
4
Optimum System Requirements
Mouse and Keyboard
Using a Mouse
3
4
5
5
5
Protecting Your Data
7
Uninterruptible Power Supply (UPS)
Backing Up Your Data
8
How to Use this Guide
8
User's Guide Contents
Online Help
10
Online Assistance
FAQs
12
Tool Tips
12
8
12
13
Getting Started
Overview
7
10
Notational Conventions
Summary
1
15
15
Setup
15
Installing Management System
Starting the Program
17
17
•
•
• i
•
•
•
Management System Screen
Screen Layout
18
18
Moving Around in Management System
Using a Mouse
21
Using the Keyboard
21
Using Function Keys
22
Menu Bar
23
One Start Toolbar
33
Printing and Faxing
Printing
34
Faxing
35
34
Maintenance Program Utilities
Exiting the Program
Summary
36
36
36
Shop Setup
Overview
37
37
Before You Begin
37
Setup Dialog Box
38
Standard Descriptions
39
Category Descriptions
39
Part Code Descriptions
41
Phone Descriptions
45
Title Descriptions
46
Location Descriptions
48
Status Descriptions
49
Vendor Type Descriptions
51
Standard Notes
53
Followup Postcards and Letters Setup
Symptoms
58
Manufacturers
60
Standard Tables
61
Labor Rate Table
61
Parts Discount Table
63
Tax Rate Table
64
ii
•
•
•
•
•
•
21
55
Compound Tax Table
65
Income/Cash Accounts
67
Standard Accounts
70
Zip Code Mapping
70
Markup
71
Account Classes
74
Price MarkUp Matrix
74
Parts Pricing
76
Shop Data Setup
77
Shop Data
78
Default Settings
80
Shop/Hazmat
83
Screen View
86
Estimate/Repair Order Validations
Invoice Validations
88
Disclaimer Setup
89
Late Fees
90
Vendor Setup
92
Technicians Setup
95
Reports/Printers
98
Fax Printer Selection
End Of Day Reporting
Packages and Discounts
Tire Packages
100
100
101
105
Brake Packages
107
Lube, Oil, and Filter Packages
Program Security
Diagnostic Reports
Special Maintenance
Summary
Utilities
Overview
87
108
110
110
112
116
117
117
Before You Begin
117
•
•
• iii
•
•
•
Your Management System Database
How Much Setup to Begin With?
117
118
The Utilities Menu
118
Find Customer
118
Find History Record
119
Batch Payments
120
Late Fee Assessment
121
Spell Check
122
Parts List
123
Part Kits
123
Canned Jobs
128
Importing and Exporting Promotional Packages
Customer Screen
135
Vehicle Screen
141
End Of Day Reports
147
Summary
Security
Overview
147
149
149
How Management System Security Works
Setting Up Protected Functions
149
User Setup
152
Adding Users
154
Defining User Access
155
Editing a User's Name/Password
Deleting a User
156
Accessing Protected Functions
Summary
Orders
Overview
158
159
159
Before You Begin
159
Order Lifecycle
159
Quick Estimate
160
•
•
iv ••
•
•
157
156
149
134
Estimates, Repair Orders, and Invoices
Order Entry Panels
164
Customer Panel
166
Vehicle Panel
170
Order Panel
173
Building Repair Lines
176
Special Orders
191
Changing Order Status/Revision
Counter Sales
Symptoms
TSB
163
193
201
202
204
Maintenance Service Interval (30/60/90) Database
Summary
Parts and Labor Interface
Overview
205
206
207
207
Before You Begin
207
Using Parts and Labor
207
Vehicle not Defined
209
Summary
210
Work In Progress
Overview
211
211
The Work in Progress Screen
211
Options
212
Colors
213
Opening an Order
214
Removing an Order
214
Purging Estimates
216
Schedule
216
Schedule Screen
216
Schedule Work Dialog Box
Payment
222
Applying Payment in Full
220
222
•
•
• v
•
•
•
Applying a Partial Payment
225
Splitting Payment Types
226
Posting an Unpaid Invoice
227
Work In Progress Detail
228
Customizing your Screen View
230
Status Display Preferences
230
Sizing/ Rearranging Columns
233
User List
234
Summary
History
Overview
236
237
237
Find History Record
237
History Search (by Invoice number)
History Search (by Vehicle)
239
History Screen
241
Batch Payments
NSF Funds
246
250
Deleting a Payment
Summary
Reporting
Overview
251
252
253
253
Printing Reports
Screen Reports
253
255
Faxing Reports
256
End Of Day Reports
Summary
Inventory
Overview
256
257
259
259
Inventory List
259
Adding an Inventory Item
Editing an Existing Part
•
•
vi ••
•
•
261
262
237
Copying a Part
263
Inventory Update
264
Deleting a Part
265
Attached Items
266
Alternate Part Numbers
267
Alternate Price
269
Supersede
271
Inventory Balance
271
Inventory Transactions
Month End Close
Year End Close
Summary
272
274
275
276
Purchase Orders
Introduction
277
277
Purchase Orders Dialog Box
Restock From Inventory
Pick List From Orders
277
279
280
Purchase Order Worksheet
282
PO Creation
283
Receiving Parts
285
Comment Lines for Purchase Order
287
Add/Edit Part on Purchase Order
288
Summary
290
Marketing
Introduction
291
291
Promotions
291
Tires
292
Brakes
293
LOF
294
Packages
296
Discounts
297
Marketing Data
298
•
•
• vii
•
•
•
Referral Information
298
Customer Work Information
300
Customer Personal Information
300
Followup Letters and Postcards
300
Letters and Postcards Setup
300
Creating a Followup Postcard or Letter
Followup Dialog Box
302
Mail Merge Letters
Summary
301
311
319
Customer Service
321
Who to Call for Help
321
Questions & Answers
321
Backup
323
Overview
323
Automatic Backups
323
How Backups Work
324
Restoring Your Database
325
Multi-User Backups
325
Files
325
Recommended System
What is a Zip File?
Summary
325
326
326
Importing Data Into Mgt. System
Overview
Installation
327
327
Importing Records Into Management System
Database Structure
329
Vendors
329
Inventory
330
Customer
330
Using the Database Creation Utility
•
•
viii ••
•
•
327
331
328
Summary
333
Electronic Parts Ordering
Overview
Setup
335
335
Summary
Index
335
337
339
•
•
• ix
•
•
•
x
•
•
•
•
•
•
Chapter 1
Introduction
••••••
Overview
Welcome to ShopKey Management and Service Writer. These products represent the
culmination of decades of experience in the hands-on management of automobile
repair facilities.
These products are comprehensive shop management systems which use the best
database management technology available to provide an automated approach to
creating estimates, repair orders, and invoices. Reporting features are available which
allow you to track and easily access the information you need to run your shop in an
efficient and profitable fashion.
ShopKey Management and Service Writer
Service Writer is a subset of ShopKey Management
system. The primary difference
between the two systems is that
ShopKey Management System
includes inventory management and
purchasing functions. A corollary result
is additional reporting capabilities for
ShopKey Management System users.
The relationship is depicted graphically
in the figure to the right.
About this User's Guide
This User's Guide is structured to serve users of
ShopKey Management and Service Writer. By describing all of the features available
in the full Management System, all of the features available in both programs are
documented. For the sake of simplicity, the title “Management System,” is used
generically throughout this User's Guide to refer to both systems.
•
•
•
•
•
1
As such, there are some features described in the book which do not apply to users of
Service Writer. Description of these features is concentrated, as much as possible, in
Chapter 11, “Inventory,” and in Chapter 12, “Purchase Orders.” If you are a Service
Writer user, you can simply ignore these chapters as well as the occasional reference
to an inventory or purchasing function in other chapters of the book.
Similarly, if you are not a purchaser of Estimator, you can disregard the information in
Chapter 7, “Parts and Labor Interface.”
How Management System Works
Managing your shop with ShopKey Management System is essentially a seven-step
process. These steps are explained in detail below.
Step 1 - Set up Information about your Shop Before you can begin working
with Management System, you must enter certain information about your shop. You
must enter rate information (labor, parts mark-up, tax rates, etc.) and administrative
information (shop name, technicians).
Step 2 - Set up a Parts and Labor Database for your Shop When you go to
build an Order (Estimate, Repair Order, or Invoice) you will need to know what parts
to use and the amount of labor time that will be required. To accomplish this efficiently,
you need to maintain a database of the parts that your shop uses on a daily basis. You
will want to have Part Kits set up for parts that are frequently used in combination
with one another. You will want to have Canned Jobs set up for parts and labor
operations required for frequently performed jobs such as alignment jobs. Finally, you
will want to set up the Tire, Lube and Oil Filter, and Brake Packages.
Step 3 - Create Estimate Creating estimates quickly and accurately is central to
the success of your business.
Management System allows you to tap into your parts and labor database to build
estimates without wading through stacks of thick books. The developers of
Management System know what it is like to open the doors at 8 am to a line of
impatient customers. With this in mind, we have built a product that will allow you to
deliver estimates quickly and confidently.
The Quick Estimating feature allows you to build a quick quote requiring a bare
minimum of information. This feature is most useful for situations where you may, or
may not, get the job, such as in the case of a customer calling around for prices. The
quote can then be converted to an estimate, or repair order, once the customer indicates
acceptance.
2
•
•
•
•
Chapter 1
Step 4 - Convert Estimate to Repair Order Once the customer has agreed to
the necessary work, a single command converts your estimate to a repair order. You
can print the order so that the customer can authorize the work to be performed. Then
you can schedule the job. Once work has begun, the system allows you to track the
location and status of the vehicle in your shop in the Work in Progress screen.
Step 5 - Create an Invoice Once work has been completed, you will need to
create an invoice—a request for payment for services provided. Again, a single
command turns your repair order into an invoice.
As with estimates and repair orders, the status of the invoice is tracked in the Work in
Progress screen.
Step 6 - Post Invoice Posting the invoice indicates that the car has been picked up.
At this point, the order is closed and removed from Work in Progress to Order History.
A complete record of the repair and payment history are maintained where they can be
viewed at any time.
Step 7 - Utilize Shop Management Tools The final step in the process is
making use of the management reporting tools that Management System provides.
Reports have been structured that pinpoint where your shop is making, and losing,
money. All of your inventory and purchasing functions are fully automated within
Management System.
Before You Begin
Management System runs under the Microsoft Windows 98 Second Edition, Windows
2000, Windows XP and Windows NT operating system. The Windows Graphical User
Interface (GUI) helps to make the program easy to learn and use.
This guide assumes a basic familiarity with Windows. If you are not familiar with
Windows, you should refer to the Windows online tutorials and documentation, as
necessary.
Hardware and Software Requirements
NOTE These are the published system requirements as of the printing of this document.
Due to the rapid evolution of computing, these requirements are updated frequently. For
the most current version of the requirements, please visit our website at
http://www.shopkeysupport.com.
ShopKey recommends using business class Pentium computers. Although custombuilt clone machines may run well, the majority of problems result from poorly
engineered equipment. ShopKey recommends using name brand business computers
Introduction
•
•
•
•
3
from Dell®, Gateway®, Compaq®, and HP®. 3COM® or Intel® cards are required
for networking. Systems intended for five (5) or more concurrent users should consider
a dedicated Windows server. Most Windows networks should be configured with a
DVD drive for ShopKey5 Repair data and a standard CD-ROM for Parts and Labor
estimating data. Although there are various processors available in the market place
(e.g., Cyrix and AMD), ShopKey highly recommends the Intel processors for product
reliability. For applications requiring a modem, 3COM/US Robotics modems are the
best choice. ShopKey Repair and Estimating and Management Systems include
optional training videos. Users wishing to view the videos will require a system
configured with a sound card and speakers.
Minimum System Requirements
• Microsoft® Windows 98*, Windows ME, Windows 2000*, Windows XP
• 233 MHz Intel® Business class Computer
• 64 Megabytes (MB) Random Access Memory (RAM)
• 3.5” 1.44 MB diskette drive
• CD-ROM Drive
• DVD-ROM Drive (Repair users only).
• 15” Super VGA color monitor 800x600 resolution
• 8 Gigabyte hard disk drive or greater
• Microsoftâ compatible mouse
• 1 Parallel port
• 1 Serial Port
• 56k modem
• Inkjet printer
• Iomega Zip Drive 100/250 MB (for Service Writer/ShopKey Management users
only)
• UPS (Un-interruptible Power Supply for Service Writer/ShopKey Management
users only)
NOTE The minimum system requirements may not be compatible with future
software releases.
Networking Requirements
• Windows 98*, Windows ME, Windows 2000*, Windows XP
• Required Network Card: 3-Com or Intel 10/100 Mb/sec
• TCP/IP is required as a network protocol
4
•
•
•
•
Chapter 1
Optimum System Requirements
• Windows 2000*, Windows XP
• Intel® Pentium 4 Business class computer or better
• 256 Megabytes (MB) Random Access Memory (RAM)
• 3.5” 1.44 Mb diskette drive
• CD-ROM Drive
• DVD-ROM Drive
• Sound Card and speakers (For training videos)
• 17” super VGA color monitor 1024x780 Resolution
• 40 Gigabyte hard disk drive
• 2 Parallel printer ports (for multiple printers)
• 1 Serial port
• 56k modem
• Laser or Inkjet printer
• Iomega 250 Zip Drive (for ShopKey Management data backups.)
• UPS (Un-interruptible Power Supply)
• Internet connection
NOTE: * Windows 98 should be Second Edition (SE), Windows 2000 should be
Service Pack (SP) 2.
Mouse and Keyboard
The information in Management System can be accessed with a keyboard or mouse.
The keyboard is simple, though access is slower. You don't need to know how to type
to run the Management System software.
Using a Mouse
To make a selection using a mouse, roll the mouse on a flat surface until the arrow on
your screen is in the desired location, and press the left mouse button. This is known
as “clicking.” When you release the mouse button, the computer calls your choice onto
the screen.
Throughout this manual, whenever you are told to “select” or “click on” a function,
menu item, icon, or button, this means to place your mouse cursor (arrow) on the
selection, and click the left mouse button.
Introduction
•
•
•
•
5
Right-Clicking Right-clicking allows you to access some of the functions you use
most often without leaving the work area to look for menus or icons. To right-click,
simply aim your mouse pointer towards the appropriate area of the screen and click the
right mouse button. The appropriate menu displays or dialog box opens.
Some of the right-clicking functions are described below:
Function
Description
Setup Dialog Boxes
Right-click on the gray area at the
bottom of any of the three major setup
dialog boxes (Standard Descriptions,
Standard Tables, Shop Data Setup) to
select from a menu of the other setup
dialog boxes.
Quick Canned Jobs List
Right-click on an empty grid line in
any order panel to display a listing of
Quick Canned Jobs or display the
Canned Job List.
WIP Detail
Right-click on any item in the Work-InProgress screen to display the WorkIn-Progress Detail dialog box for that
item.
Toolbar Menu
Right-click on the gray space
between icons on the toolbar (usually
appears as a thin vertical bar) to open
a menu of toolbar selections (as
shown below).
Right-click example
6
•
•
•
•
Chapter 1
Protecting Your Data
The most important part of your investment in Management System is the data that you
input. Every effort possible has gone into making the system stable, but there are some
things that the end-user can do to extend protection of their data. A database's biggest
enemy is file corruption. This problem is common to ALL databases, not just
Management System.
The most common form of corruption is caused when data is incorrectly written to
disk. This is typically caused by power fluctuations to the computer. A sudden, short
term voltage drop across the computer's circuitry could result in data being written
some place other than where the operating system expects it to be. Management
System will no longer be able to access this “lost” data. The result is lost records and
incorrect reports.
In automobile repair shops the biggest culprit is the air compressor. However, even
connecting the computer to the same circuit as a coffee maker or copier can cause
voltage drops at the computer when those devices cycle.
The best solution to this problem is an Uninterruptible Power Supply (UPS) equipped
with line conditioning. A UPS provides a back-up power supply which allows the user
to save their work and shut down the computer normally in the event of a power
outage. More importantly, the line conditioner uses battery power from the UPS to
provide a constant 110 volt power supply to the computer as voltage drops occur. Line
voltage fluctuation is the #1 cause of premature hardware failure.
In addition to using a UPS, ShopKey recommends the following:
• If at all possible, connect the computer to a dedicated circuit.
• DO NOT connect copiers, coffee makers, fax machines, etc. on the computer's
circuit.
• Back up your data regularly.
Uninterruptible Power Supply (UPS)
In order to be most effective, the UPS should provide 10-15 minutes of back-up power.
This will allow for an orderly shut down of the computer. The line conditioning should
be constant. Some UPSs have an alarm that sounds when UPS services are being used.
This feature is useful for indicating voltage drops and brownout conditions.
For network installations, the file server as well as each of the individual workstations
should each be protected by a UPS. The network solution provider should be able to
provide recommendations for power protection for the network.
Introduction
•
•
•
•
7
Backing Up Your Data
Backups protect against data loss due to a disk crash, fire, theft, software/hardware
failure, accidental deletion, and power fluctuations. The Management System
automated backup system, used properly, can save you time and money. If a data loss
occurs, you simply restore from the backup, eliminating costly reconstruction of your
data.
A variety of backup solutions may be used with Management System. However,
ShopKey recommends using an Iomega® Zip. Refer to Appendix B, “Backup” for
details on backing up your data.
How to Use this Guide
The Management System User's Guide is designed to help you learn and work with the
system. General, as well as detailed, information is provided so that new learners as
well as experienced users are provided with the information they need to use
Management System effectively.
User's Guide Contents
This guide contains all of the information you need to install, start, learn, and work
with Management System. The information is divided into the following chapters:
Chapter 1, “Introduction” provides an overview of the Management System product
and this User's Guide.
Chapter 2, “Getting Started” details procedures for installing, starting, and exiting the
system. Management System menu and button bars are also introduced.
Chapter 3, “Shop Setup” describes the steps necessary to set up and maintain,
administrative and rate information about your shop.
Chapter 4, “Utilities” describes setup of customer and vehicle information, as well as
setup of parts kits and canned jobs. Other selections available from the Utilities menu
are described as well.
Chapter 5, “Security” details options for providing password protection for sensitive
system functions.
Chapter 6, “Management System Orders” details the procedures to be followed to
create quick estimates, regular estimates, repair orders and counter sales.
Chapter 7, “Parts and Labor” describes the interface with Management System’s
estimating program interface.
Chapter 8, “Work In Progress” describes the options available in the Work In Progress
screen and how its view can be customized for individual users. A detailed description
is also provided of the options available for scheduling, and looking at scheduled
orders.
8
•
•
•
•
Chapter 1
Chapter 9, “History Records” details the options available for working with historical
Management System records.
Chapter 10, “Reporting” details the reports that Management System provides for
managing your shop in an efficient and profitable manner.
Chapter 11, “Inventory” describes the process of setting up inventory items and
receiving and issuing parts from inventory.
Chapter 12, “Purchase Orders” explains the tools that Management System offers for
generating and working with Management System Purchase Orders.
Chapter 13, “Marketing” details the many ways that Management System provides to
help you reach out to your customers. Packages, Discount Coupons, Marketing Data
collection, and Mail Merge Postcards and Letters are all described.
Appendix A, “Customer Service” describes common questions and answers and where
to call for help.
Appendix B, “Backup” describes backup considerations, and provides
recommendations for a suitable backup (hardware and software) system.
Appendix C, “Importing Data Into Management System” describes the Import and
Database Creation Utilities, which allows for import of data into the Management
System database.
Appendix D, “Parts Ordering” provides information about ordering parts from
participating parts distributors.
Introduction
•
•
•
•
9
Online Help
Management System provides extensive context-sensitive online Help. What this
means is that no matter where you are working in the system, you can access Help
specific to the dialog box you are working in by pressing [F1]. You can also open
online help by selecting the Help button on the tool bar.
Online Help
Select the Help Topics button on the toolbar to open the Help Topics dialog box, or the
Search button to utilize the key word search option.
Online Assistance
To facilitate the process of learning to work with the Management System, a set of
online demonstrations has been included on CD. These demos, created and displayed
using the Lotus® ScreenCam® program feature voice instruction coupled with actual
online demonstration of how to use the program.
NOTE: You need a 16-bit (or better) sound card and speaker(s) if you desire to
hear the narration (highly recommended). For best viewing, it is recommended
that your computer video resolution be set at 800x600, or higher. For convenience
and best performance, ShopKey recommends that you install the videos to your
hard drive when prompted during installation.
•
•
•
10 •
Chapter 1
Online Assistance is optionally installed as part of the Management System setup.
Online Assistance is accessed from the Management System CD from within the Help
program in either of two ways:
• Click on the camera icon in the title of any Help topic for a related demonstration.
OR
• Select the How To... button on the Help screen button bar to open a menu of all
available demonstrations.
The first time you work in Online Assistance, a dialog box asks that you specify the
directory where the Training Videos are located.
To specify a location for the Training Videos:
1
With the Management System CD inserted in the CD-ROM drive, open the Online
Help.
2
3
Choose How To... to open the list of Training Videos.
Click on any Title. The Help Movie Not Found dialog box displays.
Help Movie Not Found
4
Click OK.
The Save Help Movie Path dialog box displays. This dialog box allows you to specify
the path for the Online Assistance demonstrations.
Save Help Movie Path
Introduction
•
•
•
•
11
5
Select the movie path by choosing the drive letter of your CD-ROM from the Drive
List and then the movie path in the Select Path: control group. For example, if your
CD-ROM drive was e: your path would be:
e:\scrncam\movies\
6
Choose Save Path.
You are now able to run Online Assistance.
FAQs
The FAQs help topic provides access to Frequently Asked Questions—a listing of
some of the questions that are most often asked of our customer service
representatives. Click on the desired question and you are taken directly to the Help
topic that addresses the question. FAQs can be opened from the Additional Help
Resources section of the Help contents.
Before dialing our Customer Support department, give FAQs a try. It might save you
a phone call.
Tool Tips
Management System features Bubble Help (also known as “Tool Tips”) for the toolbar
icons. To use bubble help, simply position your mouse pointer over a toolbar icon and
a help bubble pops up displaying a description of the icon's function.
Notational Conventions
In order to make the instructions in this manual easy to understand, this User's Guide
makes use of certain standard conventions.
Keys When you use the keyboard to work with the Management System, you will
need to “press a key.” In this guide, a key is represented by Helvetica font. For
example:
Press Esc to exit the dialog box.
Commands Commands have been bolded in the procedures of this user's guide. For
example:
• Enter customer information and click OK when finished.
Bolding allows you to scan quickly through a procedure and still pick up on necessary
actions.
Text When you need to type a command in order to perform a task, this Guide
displays the command using the Courier font. For example:
Type:
d:\setup
•
•
•
12 •
Chapter 1
and then click OK to install the Management System software.
Notes When information in the text needs to be emphasized, it is shown as a NOTE:,
with a shaded background behind the text. For example:
NOTE: Information is displayed in this format for emphasis. As you work with this
Guide, you should look for these notes.
Procedures The primary purpose of this User's Guide is to explain the procedures
for using Management System. So that you can easily locate these procedures, the
introductory phrase is printed in a bold typeface. For example:
To follow a Procedure:
• The steps of the procedure are numbered when there is more than one action item,
or bulleted if there is only a single action.
Summary
Now that you know the requirements for using the system, and are familiar with the
structure and conventions of this User's Guide, you are ready to install and use
Management System.
Introduction
•
•
•
•
13
•
•
•
14 •
Chapter 1
Chapter 2
Getting Started
••••••
Overview
To prepare your system for processing orders, you must install the software and enter
some system settings. This chapter provides an overview of these processes as well as
steps for starting and exiting the program. The chapter concludes with an overview of
the system's menus and buttons.
Setup
Your Management System CD contains everything you need to install, learn and use
the Management System program. Just insert the CD in your CD-Drive and the menu
will come up on your screen.
To facilitate a smooth process of implementing Management System in your business,
ShopKey strongly recommends that you carefully follow these "5-steps-to-success," in
order.
Management System Setup and Training “5-Steps-to-Success”:
1
Insert the installation CD in your PC. The autorun menu displays on your screen.
•
•
•
•
•
15
.
Autorun Setup Menu
Install the Training/Jump Start version of the software. This installs the Management
System software to your computer along with a sample database of customer and
vehicle information
2
Work through the exercises in the Teach Yourself Management System guide
included with your software package.
IMPORTANT NOTE: Do NOT enter real shop/customer information into this
version of the program. This version is for practice purposes only and has
limitations in the number of customers and vehicles you can enter. You will NOT
be able to transfer this information to the "live" program.
•
•
•
16 •
Chapter 2
3
Once you are comfortable working with the Management System, using the
Installation CD again, install your licensed version of Management System. When
you install the "live" software, you will need to use the CD and your Key Diskette,
which "activates" the software and "unlocks" all program features.
4
Follow the step-by-step instructions in the Putting Management System to Work
guide to setup your shop information, rates, etc.
5
Begin running your business with the finest Management System available - ShopKey
Management System. Refer to this User’s Guide, the Online Help (F1), and the Video
Training (accessible through Help) for detailed step-by-step instruction on all program
features.
Follow these “five steps to success” to help ensure a successful and trouble-free
implementation.
Installing Management System
To install Management System (Demo or Live Version) just select the appropriate
setup option from the autorun menu and follow the on-screen instructions. For
additional information, refer to the documentation that accompanied your software
package.
Starting the Program
Management System is opened by selecting the appropriate program icon from the
Start menu or your desktop.
To start Management System:
• Choose the Management System icon from the Start menu.
OR
• Click the Management System icon on your desktop.
The Management System Front screen displays.
Getting Started
•
•
•
•
17
Management System Screen
The Management System screen consists of the following sections: Title Bar, Menu
Bar, Button Bar, Work Area, and Status Bar. When you first open the program, the
Management System logo appears in the Work Area.
Management System Front Screen
Screen Layout
The Management System screen layout is consistent with that of other Windows
applications. Each area of the screen is described below.
Title and Menu Bar The Title Bar is the upper strip of the Management System
screen. To the left is the application title. To the far left is the control menu box, and to
the right are the minimize and maximize buttons.
Management System provides menus that allow you to move freely through the system
using whichever method (keyboard or mouse) you prefer. The Menu Bar contains
drop-down menus from which you can select a command or an option. These dropdown menus are: File, Edit, View, Setup, Utilities, Inventory, and Help.
•
•
•
18 •
Chapter 2
Each menu is described in detail later in this guide. For the convenience of keyboard
users, the View menu commands correspond to the Button Bar functions.
Toolbar Management System features a row of icons, or buttons, each representing
a different step in the daily shop operations process. When you select a button, the
program overlays the work area with a window or dialog box allowing you to perform
a system function. Displayed below is the Management SystemToolbar in the standard
(default) configuration.
Toolbar (Standard)
The One-Start Toolbar configuration allows you to run your shop in a more
systematic fashion, replacing the Estimate, Repair and Invoice icons with a single Start
icon. The One Start Toolbar is displayed below.
One Start Toolbar
Refer to “One Start Toolbar” on page 33 for details.
Getting Started
•
•
•
•
19
The Management System toolbar is customizable. What this means is that you can
move it around on your desktop. Simply click and hold down your mouse pointer on
the line in the middle or at either end of the toolbar. You can then move the toolbar to
a different location on your screen. Displayed below is an example screen with the
toolbar moved to the side.
Toolbar on Side Example
You can restore the toolbar to its original position by choosing Default toolbar from the
Toolbars selection from the View menu.
Work Area The work area is the portion of the screen that displays the windows and
dialog boxes in which you work. This is the largest area of the Management System
screen and works in conjunction with icons selected from the Button Bar, Menu
commands, and hyperlinked areas of certain dialog boxes. These allow you to jump to
a different, related dialog box. Depending on which command you choose, the work
area displays the appropriate information or data entry screen.
Status Bar The Status Bar is located at the bottom of the screen—displaying
information for quick referencing.
•
•
•
20 •
Chapter 2
Moving Around in Management System
Management System has been designed with flexibility in mind. You can move from
one window/function to the next using the mouse or the keyboard.
Using a Mouse
A mouse allows you to move around in Management System a lot quicker than when
using the keyboard alone. For instructions on installing, setting up, and using your
mouse, refer to your mouse documentation and the Microsoft Windows User's Guide.
Using the Keyboard
Although a mouse is a convenient tool, many Management System operations can be
completed by keyboard. The system not only uses all the standard typewriter key
functions, but also some PC-specific keys, as described below. As you work with the
program, these keyboard commands will become second nature to you.
The View menu on the menu bar provides keyboard access to all system functions
represented on the Management System button bar.
Key
Screen Function
Tab
Moves the cursor (data entry point)
forward to the next field.
Shift+Tab
Moves the cursor backward one field
at a time.
Backspace
Removes the character to the left of
the cursor.
Delete
Erases one character or a highlighted
group of characters or data field.
Arrow Keys
Moves the cursor (or highlight bar, as
the case may be) one character in the
direction of the arrow (Up, Down, Left,
or Right).
Alt
Used in combination with a hot key to
select an option. (See the section,
Using Hot Keys.)
Enter
Function varies depending on where
you are in the program.
Getting Started
•
•
•
•
21
Key
Screen Function
In dialog boxes with fields that allow
for longer text passages (for example,
Notes) pressing the Enter key acts
like the carriage return on a
typewriter, moving you to the first
character position on the next line.
In other windows, the Enter key has
no function.
Using Hot Keys The hot key is any underlined letter or character on the screen. It is
used in combination with the Alt key to select a menu or a command option. For
example, in Management System, pressing Alt and the letter F accesses the File menu.
When the File menu is open, pressing X exits you from the program. Where possible,
the hot key for an item is the first letter of the item name (such as N for New).
Using Function Keys
Management System function keys provide one-click access to the program features
you use most often. The function keys are normally located on the top row (or near the
top) of your keyboard. The following keys are available:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
22 •
Chapter 2
F1 Help
F2 Spell Check
F3 Find Customer
F4 History
F5 Batch Payment
F6 Quick Start
F7 Quick Estimate
F8 New Estimate
F9 New Repair Order
F10 New Invoice
F11 New Counter Sale
F12 Check Profit
Menu Bar
Described below are the menu options offered on the Management System menu bar.
Each of the menu options can be accessed either by mouse or by keyboard as described
in the previous section.
Menu Bar
File The File menu contains selections which allow you to exit Management System
or to pull up any of the last four orders on which you were working. This list is
customized to the current user in the user list—if a different user is selected, the list
changes.
You can also choose to Print or Print Preview the current order or choose Print Setup
to open the Reports/Printers Selection dialog box in which you can specify the printer
to be used for each type of report.
Edit The Edit menu provides options for entering and removing information from
your Management System orders.
Option
Description
Cut
Removes a highlighted section of
repair lines out of the order. The
section is copied to your Windows
clipboard, from which it can be pasted
elsewhere, if desired.
Copy
Copies a highlighted section of repair
lines from within the order. The
section is copied to your Windows
clipboard, from which it can be pasted
elsewhere, if desired.
Paste
Pastes a section of repair lines from
the clipboard into an order.
Delete
Deletes a highlighted section of repair
lines from the order.
Clear Customer
Clears customer and vehicle
information from an order.
Getting Started
•
•
•
•
23
Option
Description
Remove Customer
Removes the currently selected
customer's record, and all associated
vehicles, from the database. This
option is only available if the customer
has no current orders in Work In
Progress.
Remove Vehicle
Removes a selected vehicle from the
Management System database. This
option is only available if the vehicle
has no current orders in Work In
Progress.
Remove Order
Removes the current order from the
database.
View The View menu allows you to access, by keyboard or mouse, all of the options
available from the button bar. Details of these menu operations are provided in Chapter
8, “Work In Progress.” Additional options allow you to quickly locate a customer, alter
certain elements of your display, and show or hide the Toolbar and Status Bar.
Options available from the View menu are described below:
•
•
•
24 •
Chapter 2
Option
Description
Work In Progress
Accesses the Work In Progress
display allowing the selection of any
open order (Estimate, Repair Order,
Invoice).
Quick Estimate
Opens a new Quick Estimate.
Estimate
Opens a new Estimate.
Repair Order
Opens a new Repair Order.
Invoice
Opens a new Invoice.
Counter Sale
Opens a new Counter Sale.
Special Order
Begins a Special Order.
Applications
Allows you to open, or switch to, other
Management System applications
you have installed on your system.
Option
Description
Schedule
Brings up the Schedule window.
User List
Allows you to select the current user
and add or delete users.
Reports
Brings up the Report Selections
dialog box allowing you to select from
available Client, Management,
Accounting, and Inventory reports for
viewing and printing.
Toolbar
Allows you to display and/or hide the
Management System toolbar
(program icons) and allows you to
restore the toolbar to its default
settings. A checkmark next to the
Toolbar command signifies that the
toolbar is currently displayed. Choose
Default Toolbar to restore the toolbar
to its default settings.
Status Bar
Allows you to toggle on or off the
Management System status bar.
Setup Menu The Setup menu provides access to options allowing you to set up and
maintain your Management System database. These options are described briefly
below, and in detail in Chapter 3, “Shop Setup.”
Option
Description
Standard Descriptions
Opens the Standard Descriptions
dialog box. Refer to Chapter 3 for
details of the setup activities that are
available in this dialog box.
Standard Tables
Opens the Standard Tables dialog
box. Refer to Chapter 3 for details of
the setup activities that are available
in this dialog box.
Getting Started
•
•
•
•
25
•
•
•
26 •
Chapter 2
Option
Description
Shop Data Setup
Opens the Shop Data Setup dialog
box. Refer to Chapter 3 for details of
the setup activities that are available
in this dialog box.
Vendor Setup
Opens the Vendor List dialog, from
which you can add, edit, or delete
vendor codes and names.
Technicians Setup
Allows you to add, edit, or delete
technician names and types.
Reports/Printers
Allows you to individually select a
unique printer and report type for
Estimates, Repair Orders, Invoices,
and Counter Sales.
End of Day Reports
End of day reporting allows you to
designate reports to be printed when
you exit the program at the end of the
day or over any other desired time
period.
Packages & Discounts
Opens Packages and Discounts
setup. See page 101 for details on
setting up packages and discounts.
Tire Packages
Opens Tire Packages setup. Refer to
page 105 for details on setting up Tire
Packages.
Brake Packages
Opens Brake Packages setup. Refer
to page 107 for details on setting up
Brake Packages.
Lube, Oil, and Filter Packages
Opens Lube, Oil, and Filter (LOF)
setup. Refer to page 108 for details
on setting up LOF Packages.
Program Security
Allows a System Administrator to
enable password protection for
designated system functions and
define user access to those functions.
Option
Description
Diagnostic Reports
Pulls up the Error Reporting
Preferences dialog box, in which you
are able to select error logging
options and set a log file name.
Special Maintenance
Provides access to a submenu
allowing you to access some special
system maintenance utilities.
Utilities
The Utilities menu contains the following selections.
Option
Description
Find Customer
Allows you to quickly locate a
customer record from anywhere in
Management System.
Find History Record
Allows you to quickly locate a history
record from anywhere in
Management System.
Batch Payment
Opens the Batch Payments dialog
box, allowing you to make payments
on a number of invoices without
opening them individually.
Parts List
NOTE: Available in Management
System only. Management System
(not Service Writer) users refer to
Inventory List, (opened from the
Inventory menu.) Opens the Parts List
dialog box, allowing you to add, edit,
and delete parts from the Parts List.
Part Kits
Opens the Part Kits dialog box,
allowing you to add, edit, and delete
Parts Kits.
Canned Jobs
Opens the Canned Job List, allowing
you to copy, add, edit, and delete
Canned Jobs.
Getting Started
•
•
•
•
27
Option
Description
Promotions
Opens the Promotions dialog box,
from which you can add, edit, and
delete Packages and Discount
Coupons.
Customer Screen
Opens the Customer screen, allowing
you to enter customer information into
the Management System database.
Vehicle Screen
Opens the Vehicle screen, allowing
you to enter vehicle information into
the Management System database.
End of Day
Opens the End of Day procedure
dialog box.
Inventory Menu The Inventory menu allows access to all inventory and purchasing
functions. These options are described briefly below, and in detail in Chapter 11,
“Inventory” and Chapter 12, “Purchase Orders.”
NOTE: The Inventory menu is available only to Management System users.
Service Writers users use Parts List (Utilities menu) to enter parts. Management
System users also select Year End Close from the Utilities menu.
•
•
•
28 •
Chapter 2
Option
Description
Inventory List
Opens the Inventory List dialog box,
allowing you to add, edit, and delete
Inventory List records.
Inventory Transactions
Opens the Inventory Transactions
submenu. The three available
selections, Physical Count, Transfer,
and Returns, are described below.
Option
Description
Physical Count
Opens the Physical Count Update
dialog box, allowing you to record an
inventory count adjustment.
Transfer
Unavailable in this software release.
Returns
Opens the Return Part to Vendor
dialog box allowing you to to reduce
the on-hand quantity of an inventory
item to account for parts that are
returned to the vendor.
Purchase Orders
The Purchase Orders dialog box
provides options for creating new
purchase orders, viewing open
purchase orders, and performing
operations on open POs (Edit PO,
Receive Parts, etc.).
Month-End Close
Opens the Close Month dialog box,
allowing you to close a month for
accounting purposes.
Year-End Close
Initiates a transaction to close a year
for accounting purposes. (Service
Writer users select Year-End Close
from Utilities menu.)
Training Videos Use this menu selection to access a selection of available Training
Videos.
Getting Started
•
•
•
•
29
Help The Help selection provides access to the online help system. When you access
Help via the Index selection from the Help menu, you open the Help Topics dialog box.
Help Topics
This dialog box allows you to search help via a structured Contents lookup, an Index
search or a word search (Find).
•
•
•
30 •
Chapter 2
You can also access Help for any program function by pressing [F1] or the Help button
on the toolbar.
Online Help
NOTE: You can access Help specific to any screen by pressing [F1].
Getting Started
•
•
•
•
31
The Help Menu also provides access to the About dialog box, which provides program
version identification.
About
You can also click the System Info ... button to pull up the Microsoft System
Information dialog box.
Microsoft System Information
•
•
•
32 •
Chapter 2
This dialog box provides information about your operating system, memory, and other
aspects of your computer environment that may be of use in troubleshooting
performance issues.
NOTE: The Microsoft System Information dialog box is only available if you have
either Microsoft Office or Windows 98 installed on your system.
One Start Toolbar
The Screen View panel in Shop Data Setup now contains a setting that allows you to
display the One Start toolbar. (Select Shop Data Setup from the Setup menu and then
the Screen View tab to open the Screen View panel.) See “Screen View” on page
“Screen View” on page 86, for details.
Selecting the One Start Toolbar option causes the One Start Toolbar to display as your
toolbar.
One Start Toolbar
The One Start Toolbar replaces the Estimate, Order, and Invoice icons with the Start
icon. Clicking on the Start icon to start the order at the Customer List for Start Order
dialog box, which allows you to look up a customer by Name, Phone Number, or
License number, or start a new customer.
Customer List for Start Order
Getting Started
•
•
•
•
33
To begin an order using the Start icon:
1
With the One Start toolbar enabled, select the Start icon from the Toolbar. (See
“Screen View” on page 88, for details on enabling the One Start toolbar).
The Customer List for Start Order dialog box displays. Management System
“remembers” whether you chose to start an estimate or a repair order the last time you
created an order.
2
3
Click the other option button to change your selection, if desired.
Input known information. As you start typing in the Name field, the grid area below
displays last name matches. When you see the name you are looking for, simply click
on it and click OK. You can also search for the first name by typing a comma (,)
followed by the name (for example, you might type “,jim” to find a customer named
Jim Johnson).
You are taken to the Customer panel with information about the selected customer
entered into the fields of the dialog box.
If the Customer is not in your database, you need to create a new customer record.
Click New Customer to close the dialog box and start at an empty Customer screen.
Printing and Faxing
Many screens and dialog boxes in Management System allow you to print and/or fax.
Printing
For each type of order (Estimate, Repair Order, etc.) you can select a different printer
in the Reports/Printer Selection dialog box (refer to Chapter 3, “Shop Setup,” for
details).
To print in Management System:
1
Select the Print button.
OR
Select Print from the File menu.
The document is sent to the printer that you specified in the Reports/Printer Selection
dialog box.
OR
•
•
•
34 •
Chapter 2
The Report prints to your screen if you have selected Default Print To Screen in the
Reports Printers dialog box.
NOTE: Additional dialog boxes may appear requesting information before you
can continue your print job.
2
If you have selected Print To Screen, click on the small print icon at the top of the
screen to send the document to the printer.
Faxing
A number of screens in Management System allow you to fax to a customer, vendor,
etc. Faxing in Management System is simple—the process is very much like printing
to a printer, only that instead of sending to a printer, you send to a fax driver on your
computer which sends the job to a fax machine. The only requirement is that you have
a working modem and fax software.
Faxing with Third Party Software
well with third-party faxing software.
Management System normally works very
To fax with third-party software, you must first select a fax printer in the
Reports/Printers dialog box (refer to Fax Printer Selection in Chapter 3, “Shop Setup,”
if necessary).
To Fax with Third-Party Faxing Software:
1
Select the Fax button from within a screen or dialog box that allows faxing.
A dialog box displays requiring that you enter fax information (Fax Phone Number,
Sender Name, Receiver Name, etc.). This dialog box varies depending on your
software vendor.
OR
If you have selected Default Print to Screen for the fax printer in the Reports/Printers
dialog box, the report prints to screen. You can continue the fax by selecting the Print
icon at the bottom of the Screen Print.
2
3
Enter required information.
Select Send (or corresponding command to send the fax).
The fax is sent.
Getting Started
•
•
•
•
35
Maintenance Program Utilities
The Shop Management Database Utilities dialog box includes the Repair, Compact,
Update and Verify Data database utilities. These utilities can be used, with the help of
ShopKey’s technical support department, to troubleshoot and repair database
problems.
Database Utilities
The dialog box is opened by selecting the Database Utility icon in the ShopKey
program group.
NOTE: It is recommended that you not run these utilities without the assistance
of ShopKey’s Technical Support Department. Misuse could result in damage to
the database and loss of information.
Exiting the Program
The Management System is exited by selecting Exit from the File menu. Because all
changes are recorded to the database real-time, or as soon as you make them, you do
not need to save anything when exiting the program.
To exit Management System:
•
Choose Exit from the File menu. Management System closes.
NOTE: Do NOT exit program by turning off computer. This may result in lost or
corrupted files and data.
Summary
In this chapter you installed and learned to start and exit the Management System. The
following chapter describes basic setup activities.
•
•
•
36 •
Chapter 2
Chapter 3
Shop Setup
••••••
Overview
Before you are able to build Orders (Estimates, Repair Orders, and Invoices) in
Management System, you must perform certain setup activities. You need to set up
lists of descriptions, rates, and shop information. This chapter details how you set up
Management System for order processing using the options available from the Setup
menu.
Before You Begin
Before you begin this chapter, you should already have Management System installed
and running on your computer. If you have not already done so, you must complete the
installation instructions in Chapter 2, “Getting Started.” You may also wish to skim the
first two chapters for general information about Management System.
This chapter supplements and adds detail to the setup information provided in the
Putting Management System to Work workbook. It is highly recommended that you
work through the setup steps detailed in the workbook before attempting to go live
with Management System.
The following sections describe the dialog boxes that are accessed though the Setup
menu. The Setup menu is selected by choosing Setup from the menu bar in any
Management System screen. Selecting any option on the Setup menu brings up a
dialog box in which you enter/edit lists of descriptions and rates necessary for order
processing.
•
•
•
•
•
37
Setup Dialog Box
When you log on to Management System, you are prompted to set up your shop
information. This is to emphasize the importance of setup activity and to provide a
visible reminder of required setup activity until it has been completed.
Setup Shop Information?
Click Yes to open Shop Setup. You can also open the Shop Setup dialog boxes anytime
using the Setup button.
Shop Setup
Shop Setup is comprised of three sections: Shop Data, Standard Tables, and Standard
Descriptions. Any of these sections may be selected by choosing its button across the
top of the dialog box. An information area on the left side of the dialog box provides
important information and tips for working in each of the setup panels.
•
•
•
38 •
Chapter 3
Standard Descriptions
Standard Descriptions is where you create and maintain lists of standard descriptions
to be used in the various pull-down menus in Management System. These standard
descriptions simplify data entry into Management System while at the same time
improving the consistency of terminology in the database.
The Standard Descriptions dialog box is comprised of several separate, but related,
panels. The tabs on this dialog box work like a card file.
Standard Descriptions Tabs
Click on any tab to move the selected panel to the forefront of the dialog box.
The following sections describe how to use the panels available from within the
Standard Descriptions dialog box.
Category Descriptions
Category descriptions are used throughout Management System to describe groupings
of parts and labor operations. This allows for the opportunity to collect information on
types of work performed.
Management System comes pre-loaded with a set of standard category descriptions
(see figure below). Use this dialog box to Add, Edit, or Delete a Category description.
To add a Category Description:
1
Choose Category Descriptions in the Standard Descriptions section of the Setup dialog
box.
Shop Setup
•
•
•
•
39
The Category Descriptions panel displays.
Category Descriptions
2
Select Add.
The Enter Category Description dialog box appears.
Enter Category Description
3
4
Type in a new category description.
Select OK.
The new description is added to the list.
To edit a Category Description:
1
•
•
•
40 •
Chapter 3
Move the cell marker to the cell of the category description entry you wish to edit. The
cell marker can be moved by clicking your mouse-pointer on the desired description
or by using your Up and Down arrow keys.
The selected description will be highlighted.
2
Select the Edit button. The Edit Category Descriptions dialog box displays the current
Category description.
3
4
Make any desired edits.
Select OK. The new description appears in the Category Descriptions dialog box.
To delete a Category Description:
1
Move the cell marker to the cell of the category description entry you wish to delete.
The selected description will be highlighted.
2
Select the Delete button. A message warns that a loss of information may occur if the
category has ever been used in a previous order.
3
Select OK to delete the Category Description.
NOTE: The deleting of a category will not affect your open or historical records,
but will affect any reports that collect information based upon Category.
Part Code Descriptions
Part Code Descriptions greatly improve the speed of data entry and the consistency of
parts descriptions in the Management System database. These coded descriptions
ensure that part names, category, and vendor information can be quickly and
consistently retrieved by simply typing in a couple of keystrokes, or by selecting a part
code from a list.
Part Code Descriptions
Shop Setup
•
•
•
•
41
Part Codes are short cuts for entering part Description, Category and Vendor. For
example, you could choose “AF” to pick the Description, Category and Vendor for an
“Air Filter.” This saves time and improves consistency.
The program comes pre-set with a number of the descriptions you are likely to use
most often. When you need to add, edit, or delete Part Code Descriptions, you work in
the Part Code Descriptions panel of the Standard Descriptions dialog box.
The following options are available in the Part Code Descriptions dialog box:
Option
Description
Add
Allows you to add a new part code and description.
Edit
Allows you to edit a part code/description.
Delete
Allows you to delete a part code/description.
To add a Part Code Description:
1
Choose Part Code Descriptions from the Standard Descriptions dialog box.
The Part Code Descriptions dialog box displays.
Part Code Descriptions
2
•
•
•
42 •
Chapter 3
Select Add.
The Add Part/Code dialog box displays.
Add Part Code
3
4
5
Type in a new Part Code (up to eight characters, no apostrophes).
Enter a Description (up to 31 characters).
Select a Category from the pull-down list.
OR
Add a new category by selecting the Category button (refer to the Category
Descriptions section of this chapter for instructions).
6
Select a Vendor from the pull-down list (refer to the Vendor Descriptions section of
this chapter for instructions on setting up vendors).
OR
Add a new vendor by selecting the Vendor button (refer to the Vendor Descriptions
section of this chapter for instructions).
7
Select OK.
Your Part Code Description is added to the Part Code Descriptions list.
To edit a Part/Code Description:
1
Move the cell marker to the cell of the Part Code Description entry you want to edit.
Shop Setup
•
•
•
•
43
The selected description is highlighted.
Edit Parts/Code
2
Select the Edit button.
The Edit Part/Code dialog box displays.
3
Make any desired edits/selections (refer to the Add Part/Code Description procedure,
if necessary, for instructions).
4
Select OK.
To delete a Part/Code Description:
1
Move the cell marker to the cell of the part/type entry you wish to delete.
The selected description is highlighted.
2
Select the Delete button.
You are asked to confirm your deletion.
3
•
•
•
44 •
Chapter 3
Select OK to delete the part code description.
Phone Descriptions
The Phone Descriptions panel of the Standard Descriptions dialog box allows you to
input/remove standard phone descriptions for your customers. These descriptions are
used in the pull-down menus in panels in which customer information is used.
Phone Descriptions
To add a Phone Description:
1
Click the Add button.
The Phone Descriptions dialog box displays.
Phone Descriptions
2
3
Type in a new description.
Select OK.
The new description is added to the list.
Shop Setup
•
•
•
•
45
To remove/edit a Phone Description:
1
Move the cell marker to the cell of the phone description entry you wish to delete or
edit.
2
Choose Edit to edit the description or Delete to delete it
Title Descriptions
The Title Descriptions panel allows you to input/remove standard title descriptions for
your customers. These descriptions are used in the pull-down menus in panels in which
customer information is entered.
Title Descriptions
To add a Title Description:
1
•
•
•
46 •
Chapter 3
Click the Add button.
The Title Descriptions dialog box displays.
Title Descriptions
2
3
Type in a new description.
Select OK. The new description is added to the list.
To remove/edit a Title Description:
1
2
Move the cell marker to the cell of the title description entry you wish to delete or edit.
Choose Edit to edit the description or Delete to delete it.
IMPORTANT NOTE: Do not change or remove your Title Descriptions once you
have set them up and begun using them. This can cause undesired results in
orders and reports.
Shop Setup
•
•
•
•
47
Location Descriptions
The Location Descriptions panel of the Standard Descriptions dialog box is where you
maintain a set of standard descriptions of common vehicle locations in your shop.
These descriptions are used to track the locations of vehicles under repair.
Location Descriptions
You can Add, Edit, and Delete Location Descriptions.
To add a Location Description:
1
Select Add.
The Add Location Description dialog box appears.
Add Location Description
2
•
•
•
48 •
Chapter 3
Type in a Location Description.
3
Designate if the location should be Red Flagged.
Red Flagging a location highlights an order in the Work in Progress grid (in red) for
vehicle(s) that are in that area. Red Flagging is intended to alert shop personnel to
situations that warrant special attention.
4
Select OK.
To edit a Location Description:
1
2
Select the Location Description you wish to edit.
Select Edit.
The Edit Location Description dialog box appears with the current Description and
Red Flag settings displayed.
Edit Location Description
3
4
Overtype the current Description and/or change the Red Flag setting.
Select OK to save your change(s).
To delete a Location Description:
1
2
Select the Location Description you wish to delete.
Select Delete.
A dialog box directs you to confirm your deletion.
3
Select Yes to delete the Location Description.
Status Descriptions
The Status panel of the Standard Descriptions dialog box is used to maintain a common
set of repair status descriptions (for example, “Waiting For Parts”). These descriptions
are used in pull-down choice lists for tracking the status of vehicles being repaired.
You can Add, Edit, and Delete Status Descriptions.
Shop Setup
•
•
•
•
49
To add a Status Description:
1
In the Status Description dialog box, select Add.
Status Descriptions
The Add Status Description dialog box displays.
Add Status Descriptions
2
3
Type in a Status Description.
Designate if the status should be Red Flagged.
Red Flagging a status highlights an order in the Work in Progress grid (in red) for
vehicle(s) with that status. Red Flagging is intended to alert shop personnel to
situations that warrant special attention (for example, a vehicle that is waiting for a
part).
4
•
•
•
50 •
Chapter 3
Select OK to save your change(s).
To edit a Status Description:
1
2
3
Select the Status Description you wish to edit.
4
Click OK to save your changes.
Select Edit.
The Edit Status Description dialog box displays. Overtype the current Description
and/or change the Red Flag setting.
To delete a Status Description:
1
2
Select the Status Description you wish to delete.
Select Delete.
A dialog box directs you to confirm your deletion.
3
Select Yes to delete the Status Description.
The Status Description is removed from the list.
Vendor Type Descriptions
The Vendor Type Descriptions panel of the Standard Descriptions dialog box is used
to maintain a common set of Vendor Type descriptions.
Vendor Type Descriptions
Shop Setup
•
•
•
•
51
To add a Vendor Type Description:
In the Vendor Type panel of the Standard Descriptions dialog box, select Add.
1
The Add Vendor Type Description dialog box appears.
Add Vendor Type Description
2
3
Type in a Vendor Type Description.
Select OK. The new description appears in the Vendor Type Descriptions dialog box.
To edit a Vendor Type Description:
1
2
3
Select a Vendor Type Description you want to edit.
4
Click OK to save your changes.
Select Edit.
The Edit Vendor Type Description dialog box displays. Overtype the current
Description with a new one.
To delete a Vendor Type Description:
1
2
Select the Vendor Type Description you wish to delete.
Select Delete.
A dialog box directs you to confirm your deletion.
3
Select Yes to delete the Vendor Type Description.
The Vendor Type Description is removed from the list.
•
•
•
52 •
Chapter 3
Standard Notes
Standard Notes contain pre-prepared text which you can attach to Management System
Orders. Each note has a Title (which appears in a pull-down choice list when you are
creating the repair lines of an order), and Note Text (the text that appears in the repair
lines in the Work-In-Progress screen and on the printed order). The Standard Notes
panel in the Standard Descriptions dialog box allows you to add, edit, and delete notes.
Standard Notes
To create a Standard Note:
1
Choose the Add button.
Shop Setup
•
•
•
•
53
The Add Standard Note dialog box appears.
Add Standard Notes
2
Type in a Standard Note Title. This is the title that appears in your pull-down lists.
Standard Note Titles can be up to 30 characters.
3
4
Type in the note text (up to 509 characters).
Select OK to save.
You are returned to the Standard Notes dialog box and your note is added to the list.
To edit a Standard Note:
1
2
Highlight the title of the Standard Note you wish to edit.
Choose the Edit button.
The Edit Standard Note dialog box appears with the text from the current note
displayed.
3
4
Edit the current Note Title and/or Text as desired.
Select OK to save.
To delete a Standard Note:
1
2
Highlight the title of the Standard Note you wish to delete.
Choose the Delete button.
A dialog box asks you to confirm your deletion.
3
•
•
•
54 •
Chapter 3
Select Yes to delete.
Followup Postcards and Letters Setup
You can use Followup Postcards and Letters to maintain postal reminders,
recommendations, and announcements to customers, such as “Thank You” postcards
and standard form letters. The following procedures describe setup activity necessary
prior to generating Followup Postcards and Letters. Refer to Chapter 13, “Marketing,”
for complete details on generating followup postcards and letters.
Followup Postcards and Letters
Option buttons on the right-hand side of the dialog box allow you to switch the display
between Post Cards, Mail Merge letters, and Followup letters.
Postcard Description Setup The first option button in the Followup dialog box
provides access to Postcard Description setup.
To add a Postcard Description:
1
2
3
4
5
Select Add.
The Add Postcard dialog box displays.
Type in the Postcard Title.
Select a Postcard Type from the pull-down menu.
Type in your Postcard Text.
Shop Setup
•
•
•
•
55
6
Select OK to save the changes.
Add/Edit Post Card
To edit a Postcard Description:
1
2
3
4
Click on a description to highlight it.
Select Edit to display the Edit Postcard dialog.
Make any desired changes to the Postcard Description.
Select OK to save changes.
To delete a Postcard Description:
1
2
3
4
Highlight the description you want to delete.
Select Delete.
A dialog box appears asking you to confirm the deletion.
Select Yes to delete the Postcard Description.
Mail Merge Letter Setup Successful creation of a Mail Merge document requires
that you perform extensive setup activity in Management System and in Microsoft
Word. It also requires that you have the following software installed on your computer:
• Management System or Service Writer.
• Microsoft Word 2000.
Refer to Chapter 13, “Marketing,” for detailed instructions on setting up and running
Mail Merge letters.
•
•
•
56 •
Chapter 3
Followup Letter Setup FollowUp Letters provide a mechanism for you to write
simple form letters, service reminders, recommendations, etc., to your customers. The
Add/Edit FollowUp Letters dialog box displays as the result of an Add or Edit request
in the Followup Post Cards and Letters Setup dialog box.
Add/Edit FollowUp Letters
Two fields are available:
• The FollowUp Letter field is where you type the name for your letter. This is the
name that will appear in the selection list you use when you go to process a
followup request.
• The Letter Text field is where you type the text of your letter. This is the text that
will appear in the body of your letter.
Click OK when finished with your entries/edits to save and exit.
Note:
NOTE: Refer to Reports/Printer Setup beginning on page 98 for details on selecting a letter
format.
Shop Setup
•
•
•
•
57
Symptoms
Symptoms are added, edited, and deleted in the Symptoms panel of the Standard
Descriptions dialog box. They can also be saved when created for an order.
Symptoms
Selecting Add or Edit (with a Symptom Description selected) opens the Add/Modify
Standard Symptoms dialog box.
Add/Modify Standard Symptoms
•
•
•
58 •
Chapter 3
The Add/Modify Standard Symptoms dialog box is where you create and maintain
Symptoms, and their descriptions, for use on Management System orders.
The Add/Modify Standard Symptoms dialog box contains the following
fields/options:
Field/Option
Description
Short Description
Standard (short) name for the symptom. Type a
short description for the symptom in the field.
Symptom
Extended description of the symptom. Description
fills in automatically if Standard Symptom is selected
from the list.
Work Requested
Work requested by customer.
Category
The Category for the Symptom.
Charged Hours
Labor hours to be charged for the diagnosis/repair.
These hours will be added to the order.
Labor Total $
Labor $ as calculated by Charged Hours extended at
your shop rate.
Est. Parts $
Estimated Parts cost. This total will be added to the
order.
Non-Standard Labor
Rate
Select Non-Standard Labor Rate to charge a flat
rate, ignoring the shop’s labor rate calculation.
When you have finished entering/editing data, click OK. The Standard Symptom will
be available on future orders.
Shop Setup
•
•
•
•
59
Manufacturers
Manufacturer names can be used in Management System to narrow parts searches by
Manufacturer or further part identification. Manufacturers are added, edited, and
deleted in the Manufacturer panel of the Standard Descriptions dialog box.
Manufacturers
Selecting Add or Edit (with a Manufacturer selected) opens the Add/Edit
Manufacturer List dialog box.
Add/Edit Manufacturer List
•
•
•
60 •
Chapter 3
Standard Tables
The Standard Tables dialog box (opened from the Setup menu) provides options for
you to maintain Labor and Parts Rates, Tax Rates, and information about accounts. The
tabs on this dialog box works like a card file. Click on any tab to move the selected
panel to the forefront of the dialog box.
Standard Tables
To select an item in the Standard Tables submenu:
1
2
Select Standard Tables from the Setup menu. The Standard Tables dialog box displays.
Select the tab for the Standard Tables panel you want to work with.
Labor Rate Table
The Labor Rates Table provides you with a mechanism to maintain up to ten labor rates
for your shop. The table is opened by selecting Labor Rate Table from the Standard
Tables submenu.
NOTE: Give careful consideration to which labor rate you enter in the first row of
the Labor Rate Table! Your first entry becomes the default labor rate for all
Management System customers.
To add/edit a Labor Rate Item:
1
Select the Labor tab in the Standard Tables dialog box.
Shop Setup
•
•
•
•
61
The Labor Rate Table displays.
Labor Rate Table
2
3
Add/edit the fields of the Labor Rate Table as necessary. The Labor Rate Table
contains the following two columns.
Setting
Description
Description
The name of the labor item as it appears in the
menus and on printed reports.
Rate
The dollar amount, per hour, at which the specified
type of labor will be charged.
Select Done to save your additions/changes.
If you change the first (base) labor rate, you will get a message, “The Base Labor Rate
has changed... Adjust sale price in Canned Jobs, Standard Symptoms, and Inventory?”
Click Yes to change the rate for these items or No to leave the items as is. Any items
with Non-Standard Labor Rate checked will not be affected.
•
•
•
62 •
Chapter 3
Parts Discount Table
The Part Discount Table provides a mechanism to maintain up to ten levels of parts
discounts for your shop. The table is opened by selecting the Parts Discount tab in the
Standard Tables dialog box. Parts discounts are automatically applied to all parts
entered on an order but can be changed on a line-by-line basis by the user.
NOTE: Give careful consideration to which parts discount you enter in the first row
of the Parts Discount Table! Your first entry becomes the default parts discount for
all Management System customers.
To add/edit a Part Discount item:
1
Select the Parts Discount tab from the Standard Tables dialog box.
The Parts Discount Table displays.
Parts Discount Table
2
Add/edit the fields of the Parts Discount Table as necessary. The table is comprised of
the following two fields.
Setting
Description
Description
The name of the part rate category as it appears in
the menus and on printed reports.
Shop Setup
•
•
•
•
63
3
Setting
Description
Discount
The percentage of the part's price that will be applied
as a discount to the order. A negative percentage
will decrease the part price.
Select Done to save your additions/changes.
Tax Rate Table
The Tax Rate Table provides the ability to maintain up to seven tax rates. The table is
opened by selecting the Tax Rate tab in the Standard Tables dialog box.
To add/edit a Tax Rate item:
1
Select the Tax Rate tab in the Standard Tables dialog box.
The Tax Rate Table appears.
Tax Rate Table
•
•
•
64 •
Chapter 3
2
3
Add/edit the fields of the Tax Rate Table as necessary. Default must be selected for a
tax to be applied to new customers. The table is comprised of the following fields.
Setting
Description
Description
The name of the tax rate category as it appears in
the menus and on printed reports.
Material Rate
The percentage of an order's material list price that
is applied as a tax to the order.
Labor Rate
The percentage of an order's labor charge that is
applied as a tax to the order.
Default
Selects which items to apply to new customers as
the default.
G.L. Code
The General Ledger Code applied to the tax item.
Select Done to save your additions/changes.
Compound Tax Table
The Compound Tax Table allows you to set up compound taxes. These taxes are
applied to the order after sales tax (and any other tax, if applicable), has been applied.
These taxes are only applied to parts and are normally used for tires. You can specify
up to two excise taxes. If there are two excise taxes, you specify which tax is applied
first and which tax is applied second.
Shop Setup
•
•
•
•
65
To add/edit an Compound Tax item:
1
Select the Compound Taxes tab in the Standard Tables dialog box to display the
Compound Taxes table.
Compound Tax Table
2
3
•
•
•
66 •
Chapter 3
Add/edit the fields of the Compound Tax Table as necessary. The table is comprised of
the following fields.
Setting
Description
Description
The name of the tax rate category as it appears in
pull-down menus and on printed reports.
Rate
The percentage of a part's selling price that is
applied as a tax to the order.
G.L. Code
The General Ledger Code which is applied to the tax
item.
Select Done to save your additions/changes.
Income/Cash Accounts
Income accounts are the general ledger (GL) accounts into which you group your
revenues for accounting purposes. Cash accounts are the form of payment from a
customer.
NOTE: In Management System terminology, Cash refers to any payment by cash,
credit card, check, etc.—in other words, any payment to an order balance other
than a charge to a customer's in-house credit account.
When you select Income/Cash Accounts in the Standard Tables dialog box, the
Income/Cash Accounts table opens with Income Accounts displayed, as shown below.
Use option buttons
to switch between
Income and Cash
Accounts.
Income/Cash Accounts (Income)
Select the option button for Cash Accounts (top of display) to dynamically alter your
display to show Cash Accounts.
To add an Income Account Description:
1
In the Income/Cash Accounts dialog box with Income Accounts selected, choose Add.
Shop Setup
•
•
•
•
67
The Account Class Information dialog box displays.
Account Class Information (Income)
2
3
Type in a new Income Account Description and General Ledger (GL) Code.
Add Account Descriptions and GL Codes, as determined by your shops accounting
needs, for:
•
•
•
•
Cost of Sales
Expense/Asset/Liabilities
Cost of Commissions
Commissions Earned
NOTE: Contact your accountant if you have any questions as to what to use for
these values.
4
Select OK.
You are returned to the Income/Cash Accounts panel with your new Income
Account(s) added to the list.
To add a Cash Account Description:
1
•
•
•
68 •
Chapter 3
In the Income/Cash Accounts dialog box with Cash Accounts selected, choose Add.
The Account Class Information dialog box displays.
Account Class Information (Cash)
2
3
4
5
Choose whether the account is a Cash, Check, or Credit Card account.
Type in an Account Description.
Type in a GL Code.
Choose OK.
You are returned to the Income/Cash Accounts dialog box with your new Cash
Account added to the list.
To edit an Income/Cash Account:
1
In the Income/Cash Accounts dialog box, highlight the line of the account you wish to
edit.
2
Choose Edit.
The Account Class Information dialog box appears with the current information
displayed in the data fields.
3
4
Enter/edit information as necessary.
Choose OK to save your new account information.
To delete an Income/Cash Account:
1
2
Highlight the line of the account you wish to delete.
Choose Delete.
A dialog box directs you to confirm your deletion.
3
Choose Yes to delete.
Shop Setup
•
•
•
•
69
Standard Accounts
The Standard Accounts Table is accessed via the Standard Accounts selection from the
Standard Tables dialog box. This table is where you enter general ledger codes for
Accounts Receivable, Customer Deposits, and Retained Earnings.
Standard Accounts
To change a Standard Account:
1
2
Overtype the existing account number with a new account number.
Select Done to save your changes.
Zip Code Mapping
A handy feature of Management Systems the ability of the program to look up a city
and state when entering a customer's zip code. You simply enter the zip code in the
Customer screen and press Tab, or click in any other field, and the City and State are
automatically entered for you. This saves you time in entering customer information.
A problem that some of our customers have encountered, however, is that zip codes
change and new zip codes are added more frequently than the Management System zip
code table is updated. To account for these situations, the Zip Code Mapping dialog
box has been added to allow you to map or re-map zip codes.
To map/re-map a zip code:
1
•
•
•
70 •
Chapter 3
Select Zip Code Mapping from the Shop Data Setup submenu.
The Zip Code Mapping dialog box displays.
Zip Code Mapping
2
Enter the zip code you want to map. Original Zip Code Mapping (if any) displays
below.
3
4
Type the new City/State information in the Alternate Zip Code Mapping control group.
Choose Save to save the new mapping without exiting the dialog box.
OR
Choose Done to save the new mapping and close the dialog box.
Removing the Alternate Mapping Once you have mapped an alternate zip code,
you can use the Remove Alternate button to restore the original zip code.
Markup
Selecting MarkUp in the Shop Data dialog box opens the MarkUp Add On Costs
panel.
Shop Setup
•
•
•
•
71
In this dialog box you are able to enter and maintain standard markups and add-on
costs on the parts and labor rates with which you build orders. You can also enter
overhead markups for use with the Profit Wizard.
NOTE: These markups are only the defaults and can be overwritten on any
Management System order.
MarkUp Add On Costs
To enter/edit Markup Information:
1
Select Markup from the Setup menu.
The MarkUp Add On Costs dialog box displays.
2
Select the appropriate option button to display percentages as a MarkUp over cost or
as a percentage of the Profit.
For example, a part that costs $1.00 with a 100% Mark Up will be priced at $2.00 on
the order. A $1.00 part with a 50% Profit will also be priced at $2.00 on the order.
Enter/edit data as necessary. The dialog box contains the following data fields:
•
•
•
72 •
Chapter 3
Field
Description
Sublet %
The percentage, over/under cost, or profit
percentage, that sublet operations are priced at on
the order.
Field
Description
Parts Guide %
The percentage, over/under Estimating Guide list
price, that parts taken from the Estimating Guide
will be priced at on the order. For example, a part
with an Estimating Guide price of $1.00 that is
marked up at 5% will be priced at $1.05 on the
order.
Labor Guide %
The percentage, over/under Estimating Guide
labor time, that labor operations taken from the
Estimating Guide will be entered onto the order.
For example, a labor operation with an Estimating
Guide value of one hour that is marked up at 5%
will be entered as 1.05 hours on the order.
Shop Overhead %
The percentage allocated for shop overhead of
parts and labor subtotal (before taxes) for use in
profit wizard analysis. These costs can include
cost of doing business, shop rent, utilities, etc.
Your accountant should be able to suggest an
appropriate percentage.
Miscellaneous Overhead The percentage allocated for miscellaneous
%
overhead of parts and labor subtotal (before taxes)
for use in profit wizard analysis.
3
Select Done to save your entries and exit.
Shop Setup
•
•
•
•
73
Account Classes
The Account Classes panel of the Standard Tables dialog box allows you to assign
default Accounts to revenue and discount classes.
Account Classes
These default classifications can be overwritten in the Edit Part dialog box or at the
time a part or labor item is added to an order in the Order Item Entry – Parts or
Order Item Entry – Labor dialog box.
Price MarkUp Matrix
The Price MarkUp Matrix panel in Standard Tables allows you to apply markups to
parts as they are added to orders and to inventory items. These markups can be
structured based upon the item cost to create a tiered pricing structure.
To set up a Price Markup Matrix:
1
Select Standard Tables from the Setup menu.
The Standard Tables dialog box displays.
•
•
•
74 •
Chapter 3
2
3
Click the Price MarkUp Matrix tab to display the Price MarkUp panel.
4
Enter a Markup percentage.
Enter a From and To price in the first row of the Matrix for the parts cost range for the
first markup tier.
Markup percentage is the percent over (or under, as represented by a negative number)
cost at which you want the part to be priced at on Management System orders.
Price MarkUp Matrix
5
6
7
Repeat steps 3 and 4 to apply markups to as many pricing levels as you desire.
Choose whether you'd like to apply pricing to inventory items based on Average Cost
(the average cost of each inventory item on an individual basis) or Last Cost (the cost
of the most recently purchased inventory items).
Click Apply Matrix to Inventory if you want to overwrite the current inventory
markups with the new pricing structure. Choose this option carefully! All inventory,
parts kits, and canned jobs will be affected. In any case, User Entered List price items
will not be affected.
NOTE: If you choose not to apply the matrix to your inventory, the new pricing
structure will only apply to inventory items and parts added to orders as they are
added in the future.
8
Click Done when finished.
Shop Setup
•
•
•
•
75
Parts Pricing
Use this screen to set up the basis from which a part's Sale amount is calculated.
Parts Pricing
• Price = calculated as Cost times the Markup Matrix. (To set or change the Markup
Matrix, go to the Price Markup Matrix tab in the Standard Tables under Setup.)
• List = the Manufacturer's Suggested Retail Price (MSRP).
Sale amount will be calculated as either List minus Discounts or as Price minus
Discounts. Use the radio buttons to select whether Price or List shall be the basis for
calculating Sale.
When the radio button selection is changed, the rules for the new selection will go into
effect. The new rules will apply to newly created Estimates and Repair Orders. The
new rules will not effect Estimates, Repair Orders, or Invoice created prior to this
change. If a prior Estimate, Repair Order, or Invoice is opened and a part's line item is
edited or added, the new rules will apply only to that part's line item. When a part from
a canned job, parts kit, or inventory/parts list are added to an order, the part's Sale
amount will reflect the current rules.
The program will attempt to ensure you don't end up with a Sale amount of zero. If you
chose to calculate Sale based on List and no List amount has been entered for the part,
the program will use the Price to calculate the Sale amount (see “
Price” definition below). If you chose to calculate Sale based on Price and no Price
amount has been entered for the part, the program will use the List amount (See “List”
definition below).
•
•
•
76 •
Chapter 3
Definition of Terms:
Cost - amount the parts distributor billed for the part.
Price - calculated as Cost times the Markup Matrix. (To set or change the Markup
Matrix, go to the Price Markup Matrix tab in the Standard Tables under Setup.)
List - the Manufacturer's Suggested Retail Price (MSRP).
Sale - the final amount to the customer. This includes any discounts. Sale may be
calculated as either List minus Discounts or as Price minus Discounts. Use this tab to
set the calculation basis.
Discounts - a percentage that is deducted from either Price or List to arrive at a Sale
amount. (To set or change, go to the Part Discount tab in the Standard Tables under
Setup.)
NOTE: the Cost, Price, List and Sale fields may be user edited under in which
case the definitions given above may not apply.
User Entered Sale - the Sale fields may be manually edited on the Estimate, RO, or
Invoice by the user in which case the definitions given above may not apply. In this
case the “User Entered Sale” amount specified by the user is the final amount to the
customer and further discounts will not be applied.
Shop Data Setup
The Shop Data Setup dialog box contains selections which allow you to enter
information about your shop. This shop information is automatically entered into your
orders for you, reducing the need for data entry and increasing the accuracy of your
orders.
Shop Setup
•
•
•
•
77
The tabs on this dialog box works like a card file. Click on any tab to move the selected
panel to the forefront of the dialog box.
Shop Data Setup
The following sections describe data input into the panels that are accessed through the
Shop Data Setup dialog box.
Shop Data
The Shop Data 1 and Shop Data 2 dialog boxes are where you enter, and maintain,
administrative information (name, address, phone number, etc.) about your business.
This information can display on printed reports.
•
•
•
78 •
Chapter 3
To enter/edit Shop Information:
1
Select Shop Data 1 or Shop Data 2 from the Shop Data Setup dialog box to display
the selected Shop Data panel.
Shop Data I
2
Enter/edit data as necessary. The two panels contain the following data fields:
Field
Description
Shop Number
The number of your shop, if applicable (up to 10
characters.)
Shop Name
The name of your shop (up to 30 characters).
Street Address
Your shop's address (up to 30 characters).
Zip/City/State
The city, state, zip code of your shop.
Phone
Your shop's phone number.
Fax
Your shop's fax number.
License 1
Entry box for free-form entry of a license number.
(For example, Bureau of Automotive Repair.)
Shop Setup
•
•
•
•
79
3
Field
Description
License 2
Second entry box for free-form entry of a license
number. (For example, Environmental Protection
Agency.)
Slogan
A slogan for your shop that you would like to have
included on printed reports. This slogan prints under
the shop address and phone number.
Comment
Any comments that you would like to include on
printed reports. These comments print on the
bottom of the page.
Manager Name
The name of the shop manager. (Does not print on
reports.)
Manager Title
The title of the shop manager (“Manager,” “General
Manager,” etc.) (Does not print on reports.)
Select Done to save your entries and exit.
Default Settings
Default Settings are the entries that your shop uses most often in creating orders in
Management System. When you build a Management System order, the default
information is automatically entered but can normally be overwritten if necessary.
NOTE: Defaults are used to save time by entering common choices into orders
for you automatically. Any default setting can be overwritten at the time of order
preparation.
To enter/edit Default Settings:
1
•
•
•
80 •
Chapter 3
Select Default Settings in the Shop Data dialog box.
The Default Settings panel displays.
Default Settings
2
Enter/edit data as necessary. The panel contains the following data fields:
Field
Description
Area Code
The area code you want to have automatically entered
into phone number fields.
Promised Time
The default promised vehicle pick-up time.
Labor Technician
The default (most commonly used) repair technician.
Parts Tech.
The default technician for parts sales.
Service Writer
The default (most commonly used) service writer.
Income Acct.
The default accounting class for income accounts.
Use Phone # Mask
Allows you to enter a phone number mask (see Phone
# Mask description below).
Shop Setup
•
•
•
•
81
Field
Description
Phone # Mask
The Phone # Mask field allows you to specify the
pattern of characters that are entered into phone
number fields. Phone masks also expedite entry of
phone numbers in Management System by preentering hyphens.
A “#” entered in a phone mask indicates that only a
number can be entered; An “*” indicates that any
keyboard character can be used. Typical masks might
be ###-###-###, or (###) ###-###. For example, with
the default area code set to 619 and the mask set to
###-###-####, a phone number input field will appear
as: 619-___-____.
Bal. Due Warning...
To enable the balance due warning, click on the
Balance Due Warning check box and then enter the
number of days past due. This configures
Management System to issue a warning every time a
new order is created for a customer who has a past
due balance.
Warn on Program
Exit
Turns on the “Exit” confirmation warning every time
you exit the program.
Include Spouse on
Invoice
Check to include spouse's name on printed invoices
(where applicable).
Include Tax in
Estimates
Check to include taxes in estimates by default.
Include Recommend- Check to include recommendations on Repair Orders.
ations on RO
•
•
•
82 •
Chapter 3
Update Labor Time
from Total
Enabling this option tells the program to change the
labor time if a user types in a new dollar amount for a
labor item in the Order Item Entry - Labor dialog box.
Don't Prompt for
Technician
Worksheet
This option allows you to choose not to print, or be
prompted to print, a Technician Worksheet whenever
you print a repair order. If you deselect this option, you
will need to select Tech Worksheet from the Options
screen to print the Technician Worksheet.
Perform backup on:
Allows you to specify how often Management System
should perform automatic backups of your database.
3
Field
Description
Location
The location in which backup files are saved in a
\BACKUP subdirectory.
Select Done to save your entries and exit.
Shop/Hazmat
Charges for shop supplies and hazardous materials can be automatically calculated and
added to the order. The rates for these charges are entered and maintained in the
Shop/Hazmat panel of the Shop Data dialog box.
To enter/edit Shop/Hazardous Materials Costs:
1
Select Shop/Hazmat in the Shop Data dialog box.
The Shop/Hazmat panel displays.
Shop/Hazardous Materials
Shop Setup
•
•
•
•
83
2
Enter/edit shop supply costs as necessary in the Shop Supplies portion of the dialog
box.
Shop Supplies
This portion of the dialog box contains the following fields:
Field
Description
Shop Supplies Percent Enter the percentage of parts or labor cost at which
Entry Field
Shop Supplies should be extended on the order.
Enter the percentage as a whole number. In other
words, enter 10 (not .10) to apply a 10% charge.
Percent of...
Choose between Labor Sales or Parts Sales as your
basis for the Shop Supplies charge.
Taxable
Select if the shop supplies charge is taxable. (Will be
taxed at part tax rate.)
Default (option button) Select if the shop supplies charge should be applied
as default.
•
•
•
84 •
Chapter 3
Maximum
The maximum dollar amount allowable for shop
supplies.
Minimum
The minimum dollar amount allowable for shop
supplies.
Account Class
The accounting class for shop supplies.
Report Desc
The description of the shop supply charge, as you
want it to print on the order.
3
Enter/edit shop Hazardous Materials costs as necessary in the Hazardous Material
portion of the dialog box.
Hazardous Materials
This portion of the dialog box contains the following fields:
Field
Description
Hazardous Material
Percent Entry Field
Enter the percentage of parts or labor cost at which
hazardous materials should be extended on the
order. Enter the percentage as a whole number. In
other words, enter 10 (not .10) to apply a 10%
charge.
Percent of
Choose between Labor Sales or Parts Sales as your
basis for the hazardous materials charge.
Taxable (option button) Select if the hazardous materials charge is taxable.
(Will be taxed at labor rate).
Include Sublet
Check to include hazardous materials charges for
sublet operations.
Default (option button) Select if the hazardous materials charge should be
applied as default.
4
Maximum
The maximum dollar amount allowable for
hazardous materials.
Minimum
The minimum dollar amount allowable for
hazardous materials.
Account Class
The accounting class for hazardous materials.
Report Desc
The description of the hazardous materials charge,
as you want it to print on the order.
Select Done to save your entries and exit.
Shop Setup
•
•
•
•
85
Screen View
The Screen View panel of the Shop Data dialog box is where you set defaults for the
cursor position in the Customer screen and specify if you wish to include a field for
Out Odometer (required by law in some states) in the Vehicle display.
To change Default Screen View settings:
1
Select Screen View in the Shop Data dialog box. The Screen View panel displays.
Screen View
2
•
•
•
86 •
Chapter 3
Toggle settings as desired. The Default Screen View dialog box contains the following
settings:
Setting
Description
Show Odometer Out
Governs whether the Odometer Out field (the
vehicle's odometer reading when it leaves the shop)
displays on the Vehicle screen. Some states require
that this reading is recorded.
Cursor Position
Determines whether the default cursor position in
the Customer screen will be in the Company field or
in the Customer field. You should choose the
position that best represents the majority of your
patrons. If most of your customers are individuals
(not businesses), you should chose customer.
Setting
Description
Display Customers OR This setting allows you to specify whether the
Company name in WIP Company Name or Customer name appears in the
Customer field in the Work In Progress grid in orders
where a company is specified.
Show Parts Search
Speed Warning
Indicates whether the warning that a parts search in
the Parts/Inventory List will take more than a minute
is enabled.
Show Quick Estimates Indicates whether quick estimates should be
in Schedule
displayed in the schedule.
3
Show Symptoms on
New Order
Choose this setting to display the Symptoms dialog
box every time you start a new order.
One Start Toolbar
Check this box to display the One Start Toolbar.
The One Start Toolbar replaces the Estimate, Order,
and Invoice icons with the Start icon. Clicking the
icon opens the Customer List for Start Order dialog
box, which allows you to look up a customer by
Name, Phone Number, or License number, or start
a new customer.
Select Done to save your entries and exit.
Estimate/Repair Order Validations
Before you can print an estimate or repair order, the system checks for missing
information. All checks for missing information must be completed before you are able
to print. The Estimate/Repair Order Validations dialog box is where you will
select/deselect the individual checks that you want the system to conduct before
printing an estimate or repair order.
Shop Setup
•
•
•
•
87
To change Estimate/Repair Order Validation settings:
1
Select Estimate/RO Validations from the Shop Data dialog box (which is available
from the Setup menu).
Estimate/RO Validations
The Estimate/RO Validations panel displays. The function of each setting is clearly
explained in its respective title.
2
3
Toggle warnings as desired.
Select Done to save your entries and exit.
Invoice Validations
The Invoice Validations panel is where you will select/deselect the individual checks
that you want the system to conduct before printing an invoice.
To change Invoice Validation settings:
1
•
•
•
88 •
Chapter 3
Select Invoice Validations from the Shop Data dialog box (which is available from the
Setup menu).
The Invoice Validations panel displays.
Invoice Validations
The function of each setting is clearly explained in its respective title.
2
3
Toggle settings as desired.
Select Done to save your entries and exit.
Disclaimer Setup
The Disclaimer Setup panel is where you enter standard disclaimer information for
estimates, repair orders, invoices, and counter sales. These disclaimers will
automatically appear at the bottom of your printed orders (unless print footer is turned
off in Reports/Printers dialog box).
NOTE: The maximum size of the disclaimer varies depending upon the type of
order (Estimate, Repair Order, etc.). The maximum number of characters allowed
is displayed in the lower left portion of the dialog box.
A standard set of disclaimers is provided with your program. You can customize these
disclaimers, or re-write them entirely, if necessary, to fit your unique business
requirements.
To edit a Disclaimer:
1
Select Disclaimers in the Shop Data dialog box.
Shop Setup
•
•
•
•
89
The Disclaimers dialog box displays.
Disclaimer Setup
2
Select the option button for the disclaimer you wish to edit (Estimate, Repair, Invoice,
or Counter Sale).
The text of the current disclaimer displays.
3
Edit the disclaimer text, as necessary. Disclaimer text cannot exceed 801 characters.
NOTE: You can initiate a spell check of the disclaimer text by pressing [F2].
Select a different radio button to edit another disclaimer, if necessary.
OR
Click Done to save your changes and exit disclaimer setup.
Late Fees
Use the Late Fee area to charge your customers who are 30 days or more past due on
their invoice balance. You have the option to charge a flat fee for each 30 days they are
overdue or charge an Annual Percentage Rate (APR), calculated on the balance that is
overdue. Your local and/or state laws may dictate which option you can choose and the
maximum you may charge your overdue customers.
•
•
•
90 •
Chapter 3
Enabling Late Fees The Late Fees panel in Shop Data Setup is where you
enable/disable the late fees function. To enable Late Fees, check the Apply Late Fees
checkbox and then setup the Late fees options described below.
Late Fees Setup
WARNING: Before enabling the late fee feature, you must consult your local and
state regulations regarding late fee practices. Please be advised that ShopKey is
not responsible for ensuring your compliance with state and/or other law
regarding the assessment of late fees or other interest charges on outstanding
invoice amounts. ShopKey will not be held accountable for any misuse and/or
failure to comply and will not be responsible for any consequential financial or
legal implications. ShopKey strongly recommends consulting legal counsel to
ensure your practices are in accordance with state and/or other laws regarding
late fee disclaimers and the pursuit of customer acknowledgement of potential
late fees at the time of estimate, RO, or invoice.
Option
Description
Apply Late Fees
Enables Late Fee tracking in your facility.
Account
The account to which late fees revenue will be
applied.
Shop Setup
•
•
•
•
91
Option
Description
Fee Reminder Day
Choose between the 1st and the 15th of the month
for the day in which the fee reminder message will
appear when the program is opened. Note: It the
program is not opened on the selected day, the
reminder will appear on the following day in which
the program is opened.
Fee Assessment
Options
Choose Flat Fee and enter a dollar amount to
charge a flat dollar amount to all late (over 30 days)
accounts. Choose Percentage of Balance to apply a
calculation to the overdue account. The rate will be
determined by multiplying the Percent (APR) field by
30/365. You may also "cap" the fee by specifying a
Max. Fee $ and specify a minimum late charge by
specifying a Min. Fee $. Important: It is Essential
for you to consult your local and state laws as
they may regulate your methods of charging late
fees.
Recommendation: Update your disclaimer section to warn your customers of
the possibility of late fees, should they owe a balance 30 days past the invoice
post date.
Assessing Late Fees Late fees must be applied individually using the
Utilities/Late Fees Assessment menu selection. Refer to Late Fees Assessment in
Chapter 4, Utilities, for details.
Late fees may be disabled for an individual customer in the Customer Status dialog
box.
Vendor Setup
The Vendor Setup selection from the Setup menu opens the Vendor Setup dialog box.
Vendors are used in Management System to create and track purchase orders. Vendor
information is also useful in identifying a Vendor on Warranties, Returns, and Core
charges.
•
•
•
92 •
Chapter 3
You can add or delete Vendors, or edit Vendor information in this dialog box.
Vendor Setup Examples
NOTE: Use the Sort By options to choose between sorting by Vendor Code or Vendor
Name.
To add a New Vendor:
1
Select Add.
The Add Vendor dialog box displays.
Add Vendor
Shop Setup
•
•
•
•
93
2
3
Enter vendor information into the appropriate data fields. The Add Vendor dialog box
contains the following fields.
Field
Description
Code
A short (up to eight characters) identification of the
Vendor for use in pull-down choice lists.
Vendor Type
The type of business that the vendor operates.
Vendor Type is selected from the pull-down choice
list. If the type of vendor is not available in the list,
select the Vendor Type button to add, edit, or delete
vendor types. Vendor Type can be up to 30
characters in length.
Name
Name of the vendor's business.
Contact
Primary contact at the vendor's business.
Address
Vendor's street address.
Zip, City, State
Vendor's zip code, city, and state.
Phone/Ext.
Vendor's phone number and extension.
Fax/Ext.
Vendor's fax number and extension. Management
System will automatically enter this number when
faxing your vendor.
Account Class
The default accounting class that you wish
purchases from the vendor to be charged to. This
accounting class can be overwritten on individual
parts purchased.
Terms
Financing terms applied by the vendor (for example,
30 days net).
Limits
Charge limit for vendor (for example, $1,000).
Comments
Miscellaneous comments about vendor.
After all entries have been completed, select OK.
The new vendor is added to the Vendor List.
To edit Vendor Information:
1
•
•
•
94 •
Chapter 3
In the Vendor Setup dialog box, highlight the Vendor's name whose information you
wish to edit.
2
Select Edit.
The Edit Vendor dialog box appears with the current Vendor information displayed.
3
4
Edit vendor settings as necessary (refer to the previous section for field descriptions).
Select OK.
To delete a Vendor:
1
2
In the Vendor Setup dialog box, highlight the Vendor you want to delete.
Select Delete.
A dialog box asks that you confirm your deletion.
3
Select Yes. The Vendor is removed from the system.
Technicians Setup
The Technicians Setup menu selection opens the Technicians Setup dialog box. From
this dialog box you can Add, Edit, or Delete technician administrative information.
Technician’s Setup
To add a Technician:
1
Click the Add button to display the Add Technician dialog box.
Shop Setup
•
•
•
•
95
2
Enter Technician information in the appropriate data fields.
.
Add Technician
The Add Technician dialog box contains the following fields:
Field
Description
Name
Technician's name.
Address
Technician's home address.
City, State, Zip
Technician's city, state, and zip code (use the twoletter code for state).
Phone
Technician's home phone number with space for
extension, if applicable.
Technician ID
Identification number for Technician.
Technician Wage Info
Hourly or Salary wage and the number of hours in a
normal pay period (for example, 80 hrs. for two
weeks).
Technician Type
Technician, Service Writer, or Management System.
Parts Commission Info The type and rate of technician's commission on
parts (percentage of profit or sale of parts).
Labor Commission Info The type and rate of technician's commission on
labor (percentage of profit or sale of labor).
•
•
•
96 •
Chapter 3
3
Field
Description
Sublet Commission
Info
The type and rate of technician's commission on
sublet operations (percentage of profit or sale of
sublet operations).
Click OK to save your entries and return to the Technician Setup dialog box.
To edit Technician information:
1
From the Technician Setup dialog, select Edit.
The Edit Technician dialog box displays.
Edit Technician
2
3
Make changes to the technician's profile, as necessary.
Click OK to save changes.
To delete a Technician:
1
2
In the Technician Setup dialog box, highlight the Technician you want to delete.
Select Delete.
A dialog box asks that you confirm your deletion.
3
Select Yes.
Shop Setup
•
•
•
•
97
The Technician is removed from the system.
NOTE: Deleted Technicians will still show up under Reports for historical
purposes.
Reports/Printers
The Reports/Printers menu selection (available from the Setup menu) displays a dialog
box in which you can set defaults for report formats and printer output.
For each of the four types of orders (Estimate, Repair Order, Invoice, and Counter
Sale), you can select a Report and a Printer. The Alternate Printer selection allows
you to specify a printer for miscellaneous reports such as Technician Worksheet and
Receipts. The Fax selection allows you to select a Fax printer driver.
To select Reports/Printers:
1
Select Reports/Printers from the Setup menu.
The Report/Printer Selection dialog box appears.
Report/Printer Selection
2
•
•
•
98 •
Chapter 3
Click on the option button for the type of document for which you desire to select a
report and/or printer.
The fields of the dialog box dynamically change to display your current selections. The
following fields are available:
Field/Option
Description
Select Report
Select from a pull-down list the Report form for the
type of document (Estimate, Report Order, Invoice,
Counter Sale, Alternate Printer, Fax Printer) you are
working with.
Select Printer
Select a printer from the list of available printers.
NOTE: Printers are set up in the Windows Control
Panel. Refer to your Windows documentation, if
necessary, for instructions on setting up additional
printers.
No. of Copies to Print
The number of copies of the selected report type to
be printed.
Default Print to Screen Defaults to a screen print rather than sending
directly to the printer.
3
4
Include Header Info.
Includes Header Information, including Slogan, at
the top of the printed report. Header Information is
entered in the Shop Data 1 panel of Shop Data
Setup. Slogan is entered in the Shop Data 2 panel
of Shop Data Setup.
Include Comment
Includes Comment beneath the Order totals portion
of the report, just above the Disclaimer. Comment is
entered in the Shop Data 2 panel of Shop Data
Setup.
Include Signature
Includes the Authorization Signature and Footer
information (Technician name, page #, and Report
Name) at the bottom of the printed report.
Make any desired changes.
Select OK to save your changes and close the dialog box.
Your changes will be in effect the next time you print.
Note on Technician's Worksheet: Choose Tech Worksheet as your Report Type
to display a number of different print report options including whether or not to
display technician hours and dollars.
Shop Setup
•
•
•
•
99
Fax Printer Selection
If you would like to fax reports from Management System, you can select a properly
installed fax printer driver in the Reports/Printers dialog box.
To select a fax printer:
1
Select Reports/Printers from the Setup menu.
The Report/Printer Selection dialog box appears.
2
3
Select the Fax Printer option button.
4
Choose OK to save your fax printer selection and close the dialog box.
Select a fax printer from the Select Printer list. Refer to your fax modem
documentation, if necessary, if a fax printer does not appear in the list.
The next time you fax, you will print to the newly specified fax printer.
End Of Day Reporting
End of day reporting allows you to designate reports to be printed when you exit the
program at the end of the day or over any other desired time period (e.g. weekly,
monthly). End of day reporting is a two-step process: first you must designate those
reports you want to include in your report batch, then you run the reports.
To set up end of day reporting:
1
Select End of Day Reports from the Setup menu.
The End of Day Reports dialog box displays available End of Day Reports.
Select End of Day Reports
2
•
•
•
100 •
Chapter 3
Click on a report name that you want to add to your end of day report run, and click
Tag.
A “+” appears in the Tag column, indicating that the report has been selected as part of
the end of day report run.
3
4
Repeat step 2 for all reports you want to include in your end of day report run.
When finished defining End of Day Reports, select OK to close the dialog box.
NOTE: Refer to Chapter 10, “Reporting,” for details on running End of Day
Reports.
Packages and Discounts
The Packages and Discounts dialog box is where you Add, Edit, and Delete Packages
and Discount Coupons. This dialog box is opened by choosing button from the repair
lines button bar in the Order panel. You can choose to work with packages by choosing
the Packages tab, or discount coupons by clicking on the Discount Coupons tab.
Packages and Discounts Setup
• Packages are parts and labor operations which are grouped together and sold for a
(usually discounted) single price.
• Discount Coupons apply a flat dollar amount or percentage discount to the parts
or labor on an order.
Three option buttons allow you to select views:
• View All displays current, future, and expired packages/coupons.
• Current displays only those packages/coupons which are currently valid.
• Expired displays packages/coupons which have passed their expiration date.
Shop Setup
• 101
•
•
•
Adding a Package: Packages are parts and labor operations which are grouped
together and sold for a (usually discounted) single price. The Add/Edit Package dialog
box is opened by selecting Add (to add a new package), or by clicking your mouse
pointer on a package and selecting Edit (to edit an existing package) in the Packages
panel of the Packages & Discounts dialog box.
Add/Edit Package
The Add/Edit Packages dialog box contains the following fields/selections:
•
•
•
102 •
Chapter 3
Field/Selection
Description
Package #
Type in a unique set of up to eight (8)
characters for the package.
Taxed as
Choose whether the Package will be
taxed as Labor or Parts.
Description
Enter a description (up to 50
characters) for the package that will
appear in the Promotions grid and in
the repair lines when added to an
order.
Category
Choose a Category for the package.
Account
Choose an Account for the package.
Start Date
Type or select the date at which the
package will begin.
Field/Selection
Description
End Date
Type or select the date at which the
package will be completed.
Sale Amount
The amount that will be charged the
customer.
Commission Grid
Enter up to six pay hour increments
and/or commission amounts. These
commissions can be assigned to
technician(s) when the package is
attached to an order.
Add/Edit Discount Coupons Discount Coupons apply a flat dollar amount or
percentage discount to the parts or labor on an order. Discount Coupons are set up in
the Add/Edit Discount Coupons dialog box.
Discount Coupons
Shop Setup
• 103
•
•
•
The Add/Edit Discount Coupons dialog box is opened by selecting Add (to add a new
coupon), or by clicking your mouse pointer on a coupon and selecting Edit (to edit an
existing coupon) in the Packages & Discounts dialog box. If editing a coupon, the
current values and selections are displayed.
Add/Edit Discount Coupons
Once in the Discount Coupons dialog box, you make the necessary changes/entries and
then select Ok to save. The Discount Coupons dialog box contains the following
fields/selections:
Field/Selection
Description
Coupon Type
•
•
•
104 •
Chapter 3
- Dollar Off
Indicates that the coupon will apply a
flat dollar discount to an order.
- Percent Off
Indicates that the coupon will apply a
discount as a percentage of the sales
amount.
Coupon #
The coupon control number, if any.
(Can be up to eight digits.)
Description
A description of the coupon. For
example, "$10 off Tune-up and Lube."
(Can be up to 50 characters.)
Start Date
The date that the coupon will begin to
be in effect.
End Date
The date that the coupon will expire.
Field/Selection
Description
Parts Dollar/Percent Off
This field is where you enter a parts
discount dollar amount or percentage
depending upon whether you
selected "Dollar Off" or "Percent Off"
for Coupon Type. A percentage
discount is entered as a whole
number, not as a decimal. For
example, a Parts Percent Off value of
10.00 equals 10% off all parts on the
order.
Labor Dollar/Percent Off
This field is where you enter a labor
discount dollar amount or percentage
depending upon whether you
selected "Dollar Off" or "Percent Off"
for Coupon Type. A percentage
discount is entered as a whole
number, not as a decimal. For
example, a Labor Percent Off value of
10.00 equals 10% off all labor
charges on the order.
Tire Packages
Tire Packages are groupings of tires and additional parts and labor operations to create
packages of varying levels.
Setup for Tire Packages
Shop Setup
• 105
•
•
•
Management System comes equipped with sample packages for Tire Only, Tire and
Mounting only, Platinum, Ultra Platinum, and Lifetime packages. You can edit
these packages as desired.
UPGRADE NOTE: If you are upgrading from a previous software version of
Management System, you must run Import Jobs from the Utilities menu to get the
sample tire packages. Refer to “Import Jobs” in Chapter 4, “Utilities,” for details.
To add or edit a Tire Package, select Tire Packages from the Setup menu and then
Add/Edit in the Tire Packages Edit dialog box.
Tire Package Edit
The Repair Lines buttons at the bottom of the display allow you to add parts and labor
items to the package. These buttons, and their underlying functions, are the same as
used in adding Parts and Labor operations to Management System Orders. Refer to
“Building Repair Lines” in Chapter 6 for details.
NOTE: You do not add the actual tires to the package here. All that is added here
are labor items and accessories, e.g. Valve Stems. The tires are added when the
package is added to the order. Tire Packages are applied to orders via the
Promotions icon in the Order screen as described in Chapter 13, “Marketing.”
•
•
•
106 •
Chapter 3
Brake Packages
Brake Packages are groupings of brake part and labor operations to create packages
of brakes and services of varying levels to offer to customers.
Setup for Brake Packages
To add or edit a Brake Package, select Brake Packages from the Setup menu and then
Add/Edit in the Packages Setup dialog box.
Brakes Package Edit
Shop Setup
• 107
•
•
•
Management System comes equipped with sample packages for Silver, Gold, and
Platinum in combination with Front and Rear Drum and Disc brakes. You can edit
these packages as desired.
UPGRADE NOTE: If you are upgrading from a previous software version of
Management System you must run Import Jobs from the Utilities menu to get the
sample brake packages. Refer to “Import Jobs” in Chapter 4, “Utilities,” for details.
The Repair Lines buttons at the bottom of the display allow you to add parts and labor
items to the package. These buttons, and their underlying functions, are the same as
used in adding Parts and Labor operations to Management System Orders. Refer to
“Building Repair Lines” in Chapter Six for details.
Brake Packages are applied to orders via the Promotions icon in the Order screen as
described in Chapter 13, “Marketing.”
Lube, Oil, and Filter Packages
LOF Packages are groupings of LOF fluids, parts, and labor operations to create premade packages.
Setup for LOF Packages
•
•
•
108 •
Chapter 3
To edit an LOF Package, select Lube, Oil & Filter Packages from the Setup menu, pick
the package and then Edit in the Packages Setup dialog box.
LOF Package Edit
Management System comes equipped with sample packages for Standard, Premium,
Synthetic, and Blended motor oils in combination with four and five quart quantities
and lube service. You can edit these packages as needed.
UPGRADE NOTE: If you are upgrading from a previous software version of
Management System you must run Import Jobs from the Utilities menu to get the
sample brake packages. Refer to “Import Jobs” in Chapter 4, “Utilities,” for details.
The Repair Lines buttons at the bottom of the display allow you to add parts and labor
items to the package. These buttons, and their underlying functions, are the same as
used in adding Parts and Labor operations to Management System Orders. Refer to
“Building Repair Lines” in Chapter Six for details.
LOF Packages are applied to orders via the Promotions icon in the Order screen as
described in Chapter 13, “Marketing.”
Shop Setup
• 109
•
•
•
Program Security
The Program Security menu selection opens the Program Security Setup dialog box.
In this dialog box, a designated system administrator can administer user access to
sensitive program functions.
Program Security Setup
Refer to Chapter 5, “Security” for complete details on program security.
Diagnostic Reports
The Diagnostic Reports menu selection opens the Diagnostic Reports dialog box. In
this dialog box you are able to enable logging of errors to a file on your computer's hard
drive. This error log can be examined by technical support personnel to determine
trends and troubleshoot problems.
To set up Error Logging:
1
•
•
•
110 •
Chapter 3
Select Diagnostic Reports from the Setup menu.
The Diagnostic Reports dialog box displays.
The dialog box should appear as shown above, with all selection boxes checked and
the default log file name already entered.
NOTE: It is recommended that you don't change the default settings.
The following settings are available:
2
3
Setting
Description
Verbose Error
Message
This option tells the program to include the program
line number and other information in the error
logging file to be used for customer support
purposes.
Log to File
Enables file logging.
Log out-dated DLL
version
This setting writes an entry into the error log file if an
out-dated Dynamic Link Library (DLL) file is
encountered when the program is started. This
information can be especially helpful to technical
support personnel in troubleshooting conflicts
caused by other software programs.
Log File Name
The full path and file name of the Log File. Normally
you will not need to change this location.
Make any necessary changes. An “x” appears in the check box next to selected options.
Select OK to accept the options and close the dialog box.
Shop Setup
• 111
•
•
•
Special Maintenance
When you select Special Maintenance from the Setup menu, the Special Maintenance
submenu displays. This menu allows options for setting your starting invoice number,
resetting last used pointers, changing your grid line colors and removing history
records.
NOTE: You must be at the Home screen to access the Special Maintenance
submenu. To get to the front screen, select the In Progress icon from the Work In
Progress Screen (click the In Progress icon twice from any other screen) until the
Management System front screen image displays.
Set Starting Invoice The Set Starting Invoice command displays the Starting
Invoice Number dialog box in which you can enter a new starting invoice number.
Once you have entered this starting invoice number, your future invoices will number
sequentially from that number upwards.
NOTE: You should exercise care in choosing a starting invoice number. You can
increase the number later, but you can never decrease it.
To set a new Starting Invoice Number:
1
Select Special Maintenance from the Setup menu, then select Set Starting Invoice from
the submenu.
The Starting Invoice Number dialog box appears.
Set Starting Invoice
2
Enter a new minimum invoice number. For example, if you enter 100, the next invoice
number will be 101.
3
Select OK to save the new number.
Your future invoices will number sequentially from that number upwards.
•
•
•
112 •
Chapter 3
Reset Lastused Pointers Selecting Reset Lastused Pointers from the Special
Maintenance submenu causes the system to reset all system pointers (Estimate #,
Repair Order #, etc.). This feature would normally only be used in the case of an import
to your database, a backup that was restored, or in the case of a corrupted database.
To reset Lastused Pointers:
1
Select Special Maintenance from the Setup menu, then select Reset Lastused
Pointers.
A warning box appears.
2
Select OK to reset the pointers.
Grid Line Colors The Grid Line Colors dialog box allows you to specify the colors
of line items as they appear in the Work-In-Progress grid and the Order (Estimate,
Quick Estimate, Repair Order, etc.) grids. You can also change the background color
of the Work-In-Progress screen and other screens that use grids.
Grid Line Colors is selected from the Special Maintenance submenu, which is a Setup
Menu selection.
To change a grid line color:
1
Select Special Maintenance from the Inventory menu.
The Special Maintenance submenu displays.
2
Select Grid Line Colors from the Special Maintenance submenu.
The Grid Line Colors dialog box displays. Each type of grid line item displays in its
current color.
Grid Line Colors
Shop Setup
• 113
•
•
•
3
Click your mouse pointer on the grid line item for which you would like to change
color.
4
Select Change Line Color.
The text color of the selected grid line item changes automatically, displaying the new
color.
5
6
7
Continue clicking the Change Line Color button until the desired color is achieved.
8
Click OK to save your changes and close the dialog box.
Repeat steps 3-5 for as many grid line items as desired.
Select a different Grid Background color, if desired (choices are White or Yellow).
This changes the background color in the Work-In-Progress screen and other dialog
boxes that use grids.
Remove History Records The Remove History Records dialog box allows you to
permanently remove specified history records from your program database. Remove
History Records is selected from the Special Maintenance submenu, which is a Setup
menu selection.
To Remove History Records:
1
Select Remove History Records from the Special Maintenance submenu, which is a
Setup menu selection.
The Remove History Records submenu displays.
Remove History Records
•
•
•
114 •
Chapter 3
2
Type, or select from the pull-down calendar, the invoice date before which you want
to remove history records.
3
Select Remove Customer/Vehicles not serviced to permanently remove customer
and vehicle records for those customers who haven't had service since the history
record removal date.
4
Select Create Log file of deleted records if you want Management System to create
a log file of Customers/Vehicles that are deleted.
5
Select OK to begin the deletion process.
After several moments of processing, a dialog box informs you how many History
records (and customer and vehicle records, if applicable) will be deleted.
6
Select Yes to continue.
A message box informs you that the History record removal process is complete. You
are informed of the full file and path name of the History log file, if you selected the
Create Log file of deleted records option in step #4. You can access this text file by
opening it in any word processor.
7
Select OK.
The Remove History Records dialog box closes.
Posted Invoice Accounting Transfer This menu selection is reserved for a
future release of Management System.
Setup Automated Database Repair The Setup Automated Database Repair
selection allows you to specify a day of the week for compacting and repairing your
database. This feature, provided primarily for network users, is recommended to repair
potential damage to the database caused by multiple users writing to a shared database
on a regular basis.
To Setup Automated Database Repair:
1
From the Setup menu, choose Special Maintenance/Setup Automated Database
Repair.
The Automated Repair Options dialog box displays.
Automated Repair Options
2
Pick a day of the week from the pull-down and click OK.
The first time the program is opened on the designated day of the week, the
Repair/Compact utility automatically runs.
Shop Setup
• 115
•
•
•
Summary
This chapter detailed the procedures necessary to set up information about your shop
and employees, standard descriptions, and rate tables that are essential for
Management System processing.
•
•
•
116 •
Chapter 3
Chapter 4
Utilities
••••••
Overview
Each order (Estimate, Repair Order, or Invoice) can be thought of as a collection of
information about your shop and its technicians, the customer, the vehicle, and a
calculation of the cost of the parts and labor elements of the repair. Although some of
this information cannot be entered until the order is created, other information already
resides in the database, from which it can be readily accessed. The more information
you have in your database the easier order preparation becomes. The program provides
the tools for you to efficiently maintain your database.
The Utilities menu provides options for creating parts kits and canned jobs and
entering customers and vehicles into your database. The chapter also describes some
handy utilities accessed via this menu that can help you in expediting the order process.
Before You Begin
Before you can perform the activities described in this chapter, you must already have
the program installed and running on your computer. If you have not done so, go back
and follow the installation instructions in Chapter 2, “Getting Started.” You must also
have configured the lists, rates, and descriptions for your shop as described in Chapter
3, “Shop Setup.”
Your Management System Database
When you create an Order, you will need to know what parts to use and their cost, and
the amount of labor time that will be required. To accomplish this, you will need to
build a database of parts that your shop uses on a daily basis. You will want to have
Part Kits set up of parts that are frequently used in combination with one another. You
will want to have Canned Jobs set up of parts and labor operations required for
frequently performed jobs such as Alignments. You will want to set up Tire, Brake,
and LOF packages. You will want to have detailed information about your Customers
•
• 117
•
•
•
and their Vehicles. Although the program allows you to enter this information while
creating the order, it is desirable to have as much information available, as possible,
before the customer arrives.
How Much Setup to Begin With?
It is highly recommended that you work through the setup instructions in the Putting
Management System to Work workbook that comes with Management System before
attempting to use the program in a live shop environment. It is also recommended that
you take the time to enter as many of your current customers and their vehicles as
possible into your database.
How much advance setup and routine database maintenance you do is a management
decision of your shop. Although the program provides the tools, the quality of the
database is ultimately your responsibility.
The Utilities Menu
Part Kits, Canned Jobs, and Customer and Vehicle information are all entered in dialog
boxes accessed from the Utilities menu. The following sections describe the
procedures for working in these database input dialog boxes. The Utilities menu also
offers options for quickly finding a customer or history record and Late Fees
Assessment.
Find Customer
The Find Customer utility allows you to quickly locate a customer record from
anywhere in the program. Using Find Customer, you can search the database for a
customer based upon phone number, license number, last name, or company name. In
fact, you can look up a customer based upon partial information such as the first couple
of letters of a last name or digits of a license plate number.
For example, you might make out the first couple of digits of a customer's license plate
as he drives into your shop. By selecting Find Customer and typing in the license plate
number, you can select a customer and vehicle for your order in seconds. The order will
be well underway by the time the customer gets to the counter (where she will be
pleasantly surprised to be greeted by name!).
To find a customer:
1
Select Find Customer from the Utilities menu.
OR
Press [F3].
•
•
•
118 •
Chapter 4
The Find Customer dialog box appears.
Find Customer
2
Choose whether you want to start an Estimate or a Repair Order in the From Find
start control group.
3
Input known information. To conduct a search, you need to input one or more digits in
any field except for Phone No., in which you must input at least 3 digits. However, the
more information you enter, the higher the probability of an exact match.
4
Select Find to begin your search.
There are two possible outcomes to your search, you can:
• get an exact match, in which case the Customer Screen will display the customer
and vehicle information.
OR
• have more than one matching customer record. In this case, a secondary panel
allows you to choose from among the matching records.
Find History Record
The Find History Record dialog box allows you to quickly locate a history record from
anywhere in the program. Using the Find History Record command, you can quickly
search the Management System database for the history record for a given invoice
based upon the invoice number, or alternately, you can search the database for all
history records for a selected vehicle.
Utilities
• 119
•
•
•
The Find History Record dialog box is opened by selecting Find History Record from
the Utilities menu or by pressing [F4].
Find History Record
Refer to Chapter 9, “History,” beginning on page 237 for complete details on working
in program history.
Batch Payments
The Batch Payments dialog box allows you to quickly apply a payment, or a set of
payments, to posted invoices. You also may delete late fees in this dialog box. You
would normally make batch payments to the posted invoices of a customer with an inhouse credit account (for example, a fleet customer).
• The dialog box is opened by selecting Batch Payment from the Utilities menu.
OR
• By pressing [F5] while in any screen.
Refer to “Batch Payments” on page 246 for comprehensive instructions on applying
batch payments to posted invoices.
•
•
•
120 •
Chapter 4
Late Fee Assessment
Late Fee Assessment allows you to assess late fees to overdue accounts. Before you
can assess Late Fees, you must enable Late Fees in Late Fees Setup.
Important: It is essential for you to consult your local and state laws as they may
regulate your methods of charging late fees.
To Assess Late Fees:
1
Open the Late Fee Assessment dialog box by choosing Utilities/Late Fee Assessment
or choosing Late Fee Assessment from the End of Day Reports.
Late Fee Assessment
2
By default, all overdue accounts are selected for Late Fee Assessment. You may
remove a customer from the fee assessment list by de-selecting his check box. The
following options are available:
Option
Description
Batch Payments
Opens the Batch Payments dialog box for the selected
customer.
Edit Fee
Allows you to change the amount of the fee for the
selected customer.
Un-Select All
Click this button to clear the currently selected Apply Fee
boxes.
Assess Fees
Once you have selected the customers for which you'd
like to apply fees, click this button to apply the fees.
Utilities
• 121
•
•
•
Option
Description
Cancel
Click this button to close the dialog box without applying
late fees.
Color Coding The Grid area of the Late Fee Assessment dialog box uses colorcoding to flag certain conditions.
• The line for any customer with a credit balance will be displayed in Green font.
• The line for any customer with more than 121-days overdue will be displayed in
Red font. The customer will also be exempted from late fee assessment although
you can override this by clicking on his Apply Fee check box.
• When any user-edit has been made to a late fee, the cell will be highlighted in Blue.
Exempting a Customer from Late Fees Late fees may be disabled for an
individual customer in the Customer Status dialog box.
Deleting a Late Fee You may delete a late fee in the Batch Payments dialog box.
Choose Batch Payments from the Utility menu, select a customer and then choose
Delete Fee. The fee is removed.
Spell Check
While working in any text entry box, pressing the [F2] function key initiates a spell
check of the words in the box.
To initiate a spell check:
1
With your cursor in any text entry box, press [F2].
The Word not Found in Dictionary dialog box displays for words not located in the
program dictionary.
Spell Check
•
•
•
122 •
Chapter 4
2
3
Use the available options to make any necessary corrections.
A dialog box informs you when the spelling check is complete.
Parts List
(Service Writer Users) The Parts List is where you enter and edit parts information and
where you search for and choose parts to be transferred to orders. (Management
System Users) The Inventory List replaces the Parts List but the functionality is
essentially the same. Refer to Chapter 11, “Inventory,” beginning on page 259 for
details on adding and choosing parts in the Inventory List.
Part Kits
Part Kits save you time when entering data into orders by grouping together parts
which are frequently used in combination with one another (for example, the parts
which you would use for a brake job). The Part Kits dialog box is where you add part
kits in the Management System database.
To open the Part Kits dialog box:
• Select Part Kits from the Utilities menu.
The Part Kits dialog box displays.
Parts Kits
Utilities
• 123
•
•
•
The Part Kits dialog box is designed to allow you to Add, Edit, or Remove a parts kit
from the database.
Adding a New Part Kit Parts Kits are added in the Add Kit dialog box.
To add a Part Kit:
1
Select the Add button.
The Add Kit dialog box appears with the cursor in the Kit # field.
2
Type in a unique Kit No. (up to 20 characters in length).
Add Kit
3
4
5
6
7
•
•
•
124 •
Chapter 4
Select/deselect that the kit is taxable.
Type in a Description for the kit.
Select a Category.
Select an Acct. Class.
Select Use bundled pricing in the Price Information section of the screen, if desired.
Bundled pricing means that the individual parts in the kit will be listed and priced on
the order at a single (bundled) price, rather than individually listing each price of the
components. If you choose to use bundled pricing, an entry box appears to allow you
to put in a List Price.
NOTE: If you choose not to use bundled pricing, the parts will be listed and priced
on the order as individual components.Enabling bundled pricing also disables the
“Prompt on Use” function.
8 Enter a bundled List Price, if necessary.
9 Select Add to add a part to your Part kit. The Inventory List dialog box appears.
10 Type, or select from a pull-down list, identifying information for the part (as known):
• Category
• Part #
• Description
11 Select the Search icon.
The Inventory List displays the parts which match your request.
12
13
14
15
Highlight the part to add to the kit.
Select Transfer.
You are returned to the Add Kit dialog box. The new part is added to your kit list.
Repeat steps 10 through 14, as necessary to add additional parts to your kit.
To remove a part from your kit, highlight the part and select Remove.
Editing an Existing Parts Kit You may have a need to make a change to an
existing parts kit. As with adding a new kit, this is accomplished in the Part Kits dialog
box. This procedure details the steps for editing a parts kit.
To edit an existing part kit:
1
Select Part Kits from the Utilities menu.
The Part Kits dialog box appears.
2
Type, or select from a pull-down list, identifying information for the kit (as known):
• Category
• Kit #
• Description
3
Select the Search icon.
The Kits List displays the kits which match your request.
4
Select the kit you wish to edit by clicking on it with your mouse pointer.
Utilities
• 125
•
•
•
5
Select Edit.
The Edit Kits dialog box appears with the information from the selected part number
displayed in the appropriate fields. The data fields are identical to those in the Add Kit
dialog box described earlier in the chapter.
6
7
Make any changes necessary.
Select OK.
Your edits are saved and you are returned to the Parts List dialog box.
Editing a Parts Kit Line Item Sometimes you will have a need to include a
quantity of more than one of an item in a kit, or prompt a user before including a
specific item with a kit. In these instances, you will work in the Edit Kit Line dialog
box.
To edit a Kit Line:
1
In the Add/Edit Kit dialog box, with the desired line item selected, click Edit.
The Edit Kit Line dialog box displays.
Edit Kit Line
2
•
•
•
126 •
Chapter 4
Make desired edits and click OK. Two fields are available for editing:
Field
Description
Quantity
Quantity of the item to be included in the kit.
Field
Description
Prompt On Use
Click this check box to enable a special dialog box
that prompts the user before including the part(s) on
an order. You might select Prompt On Use for parts
that are used sometimes, but not always, with the
kit.
Another use for this feature would be instances
where it is desirable that the user have options when
creating an order. For example, your shop might
carry several different types of oil filters. Rather than
set up individual parts kits for each type of filter, you
could set up one kit including each of the filters with
Prompt On Use selected. The user would then be
able to specify which filter to use when the order is
created as in the example below.
Optional Parts on Order Example
This dialog box displays when the Kit is transferred to the Order. You can then specify
which type of oil filter (in the example given) to use for the Order.
Deleting a Part Kit As a general housekeeping function, you will want to regularly
delete part kits which are obsolete or for some reason unneeded.
To delete a part kit:
1
Select Part Kits from the Utilities menu.
The Part Kits dialog box appears.
Utilities
• 127
•
•
•
2
Type, or select from a pull-down list, identifying information for the part (as known):
• Category
• Kit #
• Description
3
Select the Search icon.
The Kits List displays the kit(s) which match your request.
4
5
Select the kit to delete by clicking on it with your mouse pointer.
Select Delete.
A dialog box asks you to confirm your deletion.
6
Select Yes.
The kit is removed from the database.
Canned Jobs
Canned jobs save you time in entering data into orders by grouping together parts and
labor operations which are frequently used in combination with one another (for
example, the parts and labor operations you would use to perform a tune-up). The
Canned Job List is where you create canned jobs.
To open the Canned Job List:
• Select Canned Jobs from the Utilities menu.
•
•
•
128 •
Chapter 4
The Canned Job List displays.
Canned Job List
The Canned Job List dialog box allows you to Add, Copy, Edit, or Delete a canned job
from the database.
NOTE: It is recommended to use parts from your Parts/Inventory List when
building Canned Jobs.That way, if the part information changes, all the Canned
Jobs using that part will be automatically updated, simplifying the update process.
Adding a New Canned Job
To add a Canned Job:
1
In the Canned Job List, select the Add button.
Utilities
• 129
•
•
•
The Canned Job dialog box appears with the cursor in the Number field.
Canned Job Dialog Box
2
3
4
5
Type in a unique Canned Job Number (up to 20 characters in length).
Type in a unique Description (up to 50 characters).
Select a Category for your Canned Job.
Select Vehicle Year, Make, and Model from the pull-down lists.
NOTE: You can select All for Year, Make, and/or Model, if desired. Doing so will
make the canned job available for all entries in that category. For example, if you
selected 1994 Acura and All for Models, your canned job would be associated
with all 1994 Acuras.
6
•
•
•
130 •
Chapter 4
Click on Include in Quick Menu to include the Canned Job on the Quick Menu. Using
the Quick Menu, you can access up to ten Canned Jobs by right clicking on the last line
of an order.
7
Select Add in the Part Kits Attached to this Canned Job box if you want to add a Part
Kit to your canned job. Skip to step 10 if not.
Select Add
Selecting Add opens the Part Kits dialog box. You are able to add an existing kit to
your canned job, or create a new parts kit.
8
To add an existing kit, set up kit search criteria (Category, Kit #, and Description) and
select Search.
The results of your kit search are displayed.
9 Highlight the name of the kit you wish to add to your canned job.
10 Select Transfer.
The selected kit is transferred to your canned job.
NOTE: Refer to the section on Parts Kit earlier in the chapter for instructions on
adding a new part kit.
11 Add Labor, Parts, Sublet items, Notes, and Estimating items as necessary by selecting
the appropriate icons from the lower button bar.
12 Select Exit to close the Canned Jobs dialog box and return to the Canned Job List. Your
new canned job is added to the list.
NOTE: Use the Labor button (new labor item) or Detail button (existing item) to
set non-standard labor rates, technician pay hours, or fixed commission. Use the
List Price button to get a rollup (list price) for the job. Refer to Chapter 6, “Orders”
for specific instructions on adding Labor, Parts, Sublet Operations, and Notes to
orders. The procedures for adding these repair line items to Canned Jobs are
identical.
Copying an Existing Canned Job Rather than creating a canned job from
• 131
scratch, you can save time by copying an existing canned job and simply
Utilities changing
•
• for a
those data fields that are different. For example, a canned job for an oil change
•
Ford Mustang might be identical to a canned job for an oil change for a Ford Probe.
Rather than enter both jobs twice, it would be less time-consuming to enter the job
once, copy it, and change the vehicle.
To copy an existing canned job:
1
Select Canned Jobs from the Utilities menu.
The Canned Job List dialog box appears.
2
Type, or select from a pull-down list, identifying information for the part (as known):
•
•
•
•
•
•
3
Category
Year
Make
Model
Job#
Description
Select the Search icon.
The Canned Job List displays the jobs which match your request.
4
5
Select the Canned Job you wish to edit by clicking on it with your mouse pointer.
Select Copy.
A dialog box asks you to enter a new job number.
6
7
Type in a unique job number (up to 20 digits).
Select OK.
The Canned Job List dialog box appears with the new canned job number added.
8
Edit the new canned job, as necessary. Refer to the Editing an Existing Canned Job
procedure in the following section for details.
Editing an Existing Canned Job You may need to make a change to an existing
canned job you have just copied, as explained above, or may need to change a canned
job for some other reason. This procedure details the steps for editing an existing
Canned Job.
To edit an existing canned job:
1
2
Select Canned Jobs from the Utilities menu to display the Canned Job List.
Type, or select from a pull-down list, identifying information for the part (as known):
• Category
• Year
• Make
•
•
•
132 •
Chapter 4
• Model
• Job#
• Description
3
Select the Search icon. The Canned Job List displays the canned job(s) which match
your request.
4
5
Select the Canned Job you wish to edit by clicking on it with your mouse pointer.
Select Edit.
The Canned Jobs dialog box appears with the information from the selected job
displayed in the appropriate fields. The data fields are identical to those in the Canned
Jobs dialog box described earlier in this section.
NOTE: Refer to the Add Canned Jobs section for specific instructions on
completing the data fields in the Canned Jobs dialog box.
6
Make any changes necessary.
Select OK.
Your edits are saved and you are returned to the Canned Job List dialog box.
Deleting a Canned Job As a general housekeeping function, you will want to
regularly delete canned jobs which are obsolete or for some reason unneeded.
To delete a canned job:
1
Select Canned Job from the Utilities menu.
The Canned Job List dialog box appears.
2
Type, or select from a pull-down list, identifying information for the canned job (as
known):
•
•
•
•
•
•
3
Category
Year
Make
Model
Job#
Description
Select the Search icon.
The Canned Job List displays the part(s) which match your request.
4
5
Select the canned job you wish to delete by clicking on it with your mouse pointer.
Select Delete.
A dialog box asks you to confirm your deletion.
Utilities
• 133
•
•
•
6
Select Yes.
The canned job is removed from the database.
Importing and Exporting Promotional Packages
Management System has the ability to export and import the packages available as
Promotions. These include the Tire, Brakes, and LOF packages, but do NOT include
regular canned jobs. Multiple location chains can use the feature to standardize a
promotional price structure. The feature can also be used to backup promotions
information.
IMPORTANT UPGRADE NOTE: If you are upgrading from a previous version of
Management System, you must run the Import Jobs procedure to load the Tire,
Brakes and LOF packages that come with the system.
Exporting Promotions Packages are exported by selecting Export Packages from the
Utilities menu. This creates a file that contains all of the Promotions packages. The
file is placed in the Management System database directory.
The default location for this file is either
C:\SHOPKEY\SKSM(X)\EXPORT \ or C:\SHOPKEY\SKSM(X)\EXPORT\. The
file name is CANJOB.DAT.
Importing Importing of Promotions Packages is performed as described in the
following procedure. The import file (the file obtained from the export procedure) first
needs to be copied to the Import directory located beneath the Management System
database directory and then the jobs need to be imported into Management System via
the Import Jobs command from the Utility menu.
To import Promotions Packages:
1
Copy CANJOB.DAT to the Import directory (usually
C:\SHOPKEY\SKSM(X)\IMPORT\) or
C:\SHOPKEY\SKSM(X)\IMPORT\.
You are asked to confirm your request.
Database Backed Up?
•
•
•
134 •
Chapter 4
It is highly recommended that you back up your database. If you did not backup your
database before starting this procedure, it is recommended that you cancel and do so.
NOTE: The import process is a complete replacement operation. When
importing, all the current Option Specific Promotions Packages that are marked
as imported are removed from the system.
2
Click Yes. The Promotions packages are overwritten with the new packages.
This procedure does not effect canned jobs created from the normal Canned Job screen.
Customer Screen
The Customer Screen allows you to add a customer to the database, delete a customer
from the database, or edit a customer's attributes.
NOTE: Normally, you will enter new customers into the database while you are in
the process of creating orders. Access the Customer screen via the Utilities menu
when you need to enter/edit groups of customers, in the same manner as when
you are entering your existing customers as part of your initial setup.
The Customer Screen works in conjunction with the Vehicle Screen so that when a
customer is added, you can switch to the Vehicle Screen to add vehicles to the customer
record. Similarly, when you edit an existing customer record, and switch to the Vehicle
Screen, the customer's vehicles display.
To open the Customer Screen:
• Select Customer Screen from the Utilities menu.
Utilities
• 135
•
•
•
The Customer Screen displays.
Customer Screen
To add a new Customer:
1
In the Customer Screen, enter available customer information. The following sections
describe the various data entry fields and additional data entry options.
2
Press Enter to enter the customer information and switch to the Vehicle Screen where
you can enter vehicle(s) for the customer.
OR
• Select the Vehicle thumb-tab to switch to the Vehicle Screen where you can enter
one or more vehicles for the customer.
OR
• Select the Exit button (lower-right corner of your display) to exit to the Work in
Progress screen.
The following sections describe the various data entry fields and data entry options.
The Customer Screen features Thumb-Tabs which dynamically change your display
so that you can view or input different types of information; Buttons, which bring up
additional, related dialog boxes, and Editable Fields into which you can enter and edit
customer information. Finally, the Customer Screen contains status boxes in which you
can view Credit History and Vehicle Information.
•
•
•
136 •
Chapter 4
Customer Screen Thumb Tabs The thumb-tabs in the Customer Screen act like
the tabs in a notebook. Selecting a tab causes your display to dynamically alter to
display different, but related information. For example, if you enter customer
information and then click on the Vehicle tab, you are taken to the Vehicle panel where
you can enter one or more vehicles for that customer. Click on the thumb-tab for
Customer, and you are returned to the Customer Screen with the vehicle(s) entered in
the vehicle box at the bottom of the display.
Thumb-Tab
Description
Customer
Opens the Customer Screen. This is the display in
which you enter/edit customer information.
Vehicle
Switches your display to the Vehicle view allowing
you to enter/edit Vehicle(s) associated with a
particular customer.
History
Switches your display to History, where you can
view historical information about the customer,
and/or his vehicles.
Customer Screen Buttons Buttons are available in the Customer Screen which
allow you to make additional selections or enter information into your customer
record. Each of these buttons is described in the following table.
Button
Description
Company
Brings up the Customer List with the Company
display selected. Clicking your mouse pointer on a
letter on the left side causes the screen to display
those companies whose names begin with that
letter. Highlighting the Company name and selecting
OK returns you to the Customer Screen, with the
Company name and vehicle(s) entered into the
appropriate fields.
Utilities
• 137
•
•
•
Button
Description
Name
Brings up the Customer List with the Customer
display selected. Clicking your mouse pointer on a
letter on the left side causes the screen to display
those customers whose names begin with that
letter. Highlighting the Customer name and
selecting OK returns you to the Customer Screen,
with the Customer's name and vehicle(s) entered
into the appropriate fields.
Customer List
•
•
•
138 •
Chapter 4
Remarks
Brings up a text entry box allowing you to add
remarks to the customer record.
Telephone
Brings up the Telephone List, where you can select
which numbers appear on your Customer Screen
display.
New
Clears out any customer/vehicle information that is
displayed, allowing you to enter another customer.
Tax
Allows you to overwrite the shop default tax rate for
a particular customer.
Button
Description
Type
Brings up the Customer Type List in which you can
change the shop defaults for parts discount and
labor rate. This is also the dialog box in which you
enter a Resale License Number for resellers.
Market
Allows you to enter/access marketing information
about the customer. Refer to Chapter 13,
“Marketing,” for details.
Customer Screen Data Entry Fields The Customer Screen features a number of
fields in which you can enter, and edit, information. Each of these fields is described
below.
Field
Description
Company
The name of the Company, if applicable.
Name
A title (e.g. Mr., Ms., etc.) selected from a pull-down
list.
Last, First
Fields for entry of the customer's last and first
names.
Spouse
First name of the spouse.
Address, City, State,
Zip
Customer's address information.
Customer Credit Status Box The Customer Credit Status Box in the upper-right
corner of the Customer screen provides information about the credit status and history
for the customer.
The fields of the Customer Credit Status Box are defined below.
Field
Description
Charged Balance
Dollar amount owed on posted orders.
Credit Balance
Some form of overpayment (a deposit, for example).
Sales (YTD)
Year-to-date sales for the current customer.
Sales (Total)
Total sales for the current customer.
Charge Status
Indicates if the customer is approved to charge.
Utilities
• 139
•
•
•
Field
Description
Credit Status
Indicates if the customer is current, or past due.
Update Customer
Opens the Update Customer dialog box, in which
you can update the customer's credit and charge
information. Access to this dialog box can be
password protected (highly recommended).
ShopKey only recommends updating customer
balance here if balance has been transferred from
another system. Use Payment functions for
maintaining customer balances.
Customer Vehicle Status Grid The Vehicle section in the lower part of the
Customer Screen provides information about the Customer's vehicle(s).
Customer Vehicle Status Grid
The rows of this grid provide status information about a Customer's vehicle(s). When
you enter a new customer, the grid is empty. As you add vehicles for the customer, the
rows of the grid are filled with vehicle information.
The fields of the Customer Vehicle Status grid are defined below.
•
•
•
140 •
Chapter 4
Field
Description
License
Vehicle license number.
Year
Vehicle year of manufacture.
Make
Vehicle make.
Model
Vehicle model.
Recommendation
Service/repair recommendation entered during a
previous visit.
Vehicle Screen
Once you have finished adding a customer, you will normally want to add one or more
vehicle(s).You may also need to delete a vehicle from a customer record. These
activities are accomplished in the Vehicle screen.
To open the Vehicle screen:
• Click your mouse pointer on the Vehicle thumb-tab from the Customer screen after
entering customer information. This associates the vehicle you are about to enter
with the customer you entered.
OR
• Select Vehicle Screen from the Utilities menu. This creates a new vehicle record to
which you can later associate a customer.
The Vehicle Screen displays.
Vehicle Screen
Entering and deleting Vehicle(s)
To enter a new Vehicle:
1
In the Vehicle Screen, enter a license number.
Utilities
• 141
•
•
•
2
3
Select Year, Make, and Model from the pull-down lists.
4
(Optional) Type in, or select from the pull-down calendar, a Manufacturer Date. This
is the date of manufacture for the vehicle.
(Optional) Enter Sub/Model (for example, 4 Door, Conv., etc.) for extra identification,
if desired, and Unit # (an identifying number such as Cab #, Fleet #, etc.).
Pull-Down Calendar
5
(Optional) Type in, or select from the pull-down calendar, an Inspection Date. You can
use this field to enter the date that the vehicle is due for a regular inspection of some
sort (for example, a Smog Inspection).
6
Select Add in the Recommendations grid, if necessary, to add recommendations to the
customer/vehicle record.
Recommendations Grid
•
•
•
142 •
Chapter 4
The Recommendations dialog box appears.
Recommendations
7
Type in any recommendations to be viewed at the next customer visit. Select OK to
save and close the Recommendations dialog box.
8
Select the Vehicle Detail button to open the Vehicle Detail dialog box, if necessary.
Open this dialog box if you wish to attach the engine type, brakes, drive type,
transmission type, and/or vehicle weight to the vehicle record.
Vehicle Detail
Utilities
• 143
•
•
•
9
Type, or select from pull-down lists, required information. Select OK to close the
dialog box. Use the Clear Catalog Data button, to clear Vehicle information that has
been imported from a supported parts catalog.
10 Select the Tax button to change the tax rate from the default, if necessary.
The Tax List appears.
Tax List
11 Select/Deselect tax rates by clicking your mouse pointer in the appropriate Apply
box(es). Select OK when tax changes are complete.
You have now completed entries to the vehicle screen.
•
•
•
144 •
Chapter 4
12 Select Type if you want to choose a parts discount and shop labor rate for a vehicle.
By default, these rates are the rates selected for the customer in the Customer Type
List. Use the Vehicle Type List for instances in which you may have individual labor
rates or parts discounts for different vehicles for the same customer. (For example, you
might want to have special rates for an exotic or high-performance vehicle, etc.)
Vehicle Type List
• To select a Parts Type/Discount: Click your mouse pointer in one of the boxes in
the Select field and click Ok. This will be the discount that will be applied to the
vehicle.
• To select a Labor Type/Rate: Click your mouse pointer in one of the boxes in the
Select field and click Ok. This will be the labor rate that will be applied to the
vehicle.
• To restore a Vehicle's rates to the Defaults: Click the Use Customer Data
checkbox at the bottom of the dialog box to restore the Customer Defaults for the
Vehicle.
13 Select Exit, or any other system function, to exit the Vehicle Screen. Your Vehicle
Screen input will be saved.
OR
Select any other menu item, icon, or thumb tab option to switch to a different program
function. Your vehicle input will be added to the customer record in the database.
To add additional vehicles to a customer record:
1
After you have finished inputting information for the current vehicle, select New.
Utilities
• 145
•
•
•
A dialog box asks if you wish to clear the current customer.
Clear Customer?
2
Select No because you are adding additional vehicles to the same customer.
The Vehicle Screen is cleared.
3
Type in a unique License number and complete the remaining fields as detailed in the
previous procedure.
4
Select Exit, or any other system function, to exit the Vehicle Screen. Your Vehicle
Screen input will be saved.
OR
Select any other menu item, icon, or thumb tab option to change to a different panel.
Your vehicle input will be saved.
To delete a vehicle:
1
In the Vehicle Screen, with the vehicle you wish to delete selected, select Remove
Vehicle from the Edit menu.
A message asks that you confirm the deletion.
Remove Vehicle?
2
•
•
•
146 •
Chapter 4
Select Yes to permanently remove the vehicle from your database.
To change a vehicle’s ownership:
1
In the Vehicle Screen, with the vehicle you want to change ownership on selected, click
the Change Ownership button.
2
Pick a new customer from the Customer List.
You are prompted to confirm your action.
Change Ownership?
3
Click Yes to assign the vehicle to a different owner.
End Of Day Reports
End Of Day reporting allows you to designate reports to be printed when you exit
Management System at the end of the day or over any other desired time period (e.g.
weekly, monthly). The End Of Day selection from the Utilities menu initiates the end
of day reporting process.
NOTE: The reports to be included in the End Of Day report run are designated in
end of day report setup. Refer to Chapter 3, “Shop Setup” for details on report
setup and Chapter 10, “Reporting” for details on running End of Day Reports.
Summary
This chapter began with a description of program utilities followed by a discussion of
the steps required to create parts kits, and canned jobs. The screens and dialog boxes
in which customer and vehicle information are recorded were described as well. The
following chapter describes the procedures for setting up and administering the
program security function.
Utilities
• 147
•
•
•
•
•
•
148 •
Chapter 4
Chapter 5
Security
••••••
Overview
The program offers password protected access to certain system functions. This
chapter describes the steps required to designate system functions as protected and
then the steps required to define user access to protected functions. The chapter
concludes with a description of how the user enters a password to access a protected
function.
How Management System Security Works
A single user, usually designated the system administrator, must define which system
functions should be protected and then define which users should have access to
protected functions.
Program security works via password protection. When you attempt to work in a
protected dialog box, or perform a protected function, the program requires that you
enter a password. If you correctly enter a valid password, you are allowed to continue.
If not, you are not allowed to perform that function.
What this means is that, unlike many other security-protected programs, you don't need
to log on when you start to work, or when you take over from another user at a work
station. The security system design eliminates the risk that one user will forget to log
out creating an opportunity for unauthorized users to access sensitive functions.
Setting Up Protected Functions
The program is shipped without security enabled. It is up to the designated system
administrator to determine which, if any, functions to protect and who in your shop
should be allowed to access protected functions.
Program Security is opened from the Setup menu.
•
• 149
•
•
•
To open Program Security:
• Select Program Security from the Setup menu.
The Program Security Setup dialog box appears.
Program Security Setup
The first step in creating password protection for your shop is setting up protected
areas.
To set up protected areas:
1
•
•
•
150 •
Chapter 5
In the Program Security Setup dialog box, select Change Protected Areas.
The Protected Areas dialog box appears.
Protected Areas
The Protected Areas dialog box is comprised of three working areas. These areas are
described below.
2
Field
Description
Master Password
The password that is used by the designated system
administrator to access all areas of the system.
Select
The check boxes determine which functional areas
a user will be able to access.
Rights Description
A description of the dialog box, or system function,
to which protection can be applied.
Enter a Master Password.
This password will allow access to all areas of the system. If you are the person who
is responsible for managing the security of the system, you will want to be the only
person who knows the Master Password. If someone else will be responsible for
administration of security in your shop, that person should enter the Master Password.
NOTE: Write down your password and keep it in a safe place. If you forget your
password you will need to call technical support for a new master password.
Security
• 151
•
•
•
3
Select areas to be protected by clicking your mouse pointer in the box next to the
desired area in the “Select” area.
The protected areas that you choose is a management decision of your shop that should
reflect the need to control access to sensitive system functions such as customer
payments, tax rates, etc.
NOTE: You must choose <Supervisor> Program Security as a protected area to
prevent any system user from being able to change security access.
4
Choose Done when finished designating areas to be protected.
You are returned to the Program Security Setup dialog box. The dialog boxes and
system functions that you have designated to be protected now appear in the Select
Protected Areas of the dialog box.
Select Protected Areas Section
You are now ready to add users and to designate which protected functions each will
be allowed to access.
User Setup
Individual users are added, and deleted, and their access to protected system functions
are defined, in the Program Security Setup dialog box. These users are different than,
and should not be confused with, the users set up in the User List for Display
Preferences.
NOTE: Any time that you exit the Program Security Setup dialog box after
designating the <Supervisor> Program Security function as protected, you will
need to use your master password to get back into Program Security Setup.
To enter Program Security after it has been protected:
1
•
•
•
152 •
Chapter 5
Select Program Security from the Setup menu.
The Password Validation dialog box requires that you enter a password.
Validate Password
2
Enter the master password that you designated when you set up the protected areas
(refer to previous section, if necessary).
3
Select OK.
The Program Security Setup dialog box appears.
Program Security Setup
The system functions that have been designated as protected display in the Select
Protected Areas portion of the dialog box.
Security
• 153
•
•
•
Adding Users
Once you have defined the areas of the system that you would like to password protect,
the next step is to add users and provide them with passwords.
To add a user:
1
In the Program Security Setup dialog box, select Add.
The Add Password dialog box appears.
Add Password
2
3
Enter a user name (up to 30 characters).
Enter a password (up to 8 characters).
NOTE: Make sure to record all passwords so that they can be provided to the
users.
4
•
•
•
154 •
Chapter 5
Select OK.
You are returned to the Program Security Setup dialog box with the name of the newly
entered user displayed in the Users Name portion of the display. Repeat the above steps
as many times as necessary until all users have been added to the Users Names list.
Users’ Names
Defining User Access
Once all users are added, the next step is to define which of the protected functions
each user will be allowed to access. Over time, you may need to edit a user's name
and/or password, or delete a user from the program security system.
Setting up Users Security access for each system user must be individually
defined.
To define user security access:
1
Click your mouse pointer on the name of the user.
The user's name is highlighted.
2
Click your mouse pointer on the box beside the name of each protected area that you
wish the user to be able to access. An “x” in the box appears indicating that it has been
selected.
You can also use the Select All button to select all protected functions for a given user
or the Select None button to clear all selections and start over.
Use the scrollbar on the right-hand side of the Rights Description box to view
additional protected areas, as necessary.
Security
• 155
•
•
•
3
Repeat steps 1 and 2 above to define security for additional users until password
protection for all system users has been defined.
4
Select Done when finished.
Editing a User's Name/Password
Periodically, as a security precaution, you will want to change user passwords. You
may also have a need to change a user's name. The Edit command in the Program
Security Setup dialog box is where you change user's passwords.
To edit a user's name and/or password:
1
In the Program Security Setup dialog box, select Edit.
The Edit Password dialog box displays.
Edit Password
2
3
Overtype the User Name and/or Password as desired.
Select OK to save and return to the Program Security dialog box.
Deleting a User
Once a user no longer requires access to the system, you will want to remove his
security access.
To remove a user's security access:
1
•
•
•
156 •
Chapter 5
In the Program Security Setup dialog box select Delete.
A dialog box asks that you confirm your deletion.
Confirm Delete
2
Select Yes.
The user is removed from the Users Name list. That user will no longer be able to
access any of the protected system functions.
Accessing Protected Functions
This section describes the steps required for users to access protected functions.
Program security works via password protection. When you attempt to work in a
protected dialog box, or perform a protected function, the program requires that you
enter a password. If you correctly provide a valid password, you are allowed to
continue. If not, you are not allowed to perform that function.
Program Security works differently for some functions than it does for others.
Sometimes protection is enabled when you try to enter a certain screen or dialog box;
at other times, you are able to get into the screen or dialog box, but are not able to use
a designated function or are not able to save once you have finished. In any case, the
procedure for supplying your password to the system to gain access to a protected
function is the same.
When you attempt to perform the protected activity, the Password Validation dialog
box displays.
Validate Password
To access a protected function:
1
Enter your password.
Security
• 157
•
•
•
2
Select OK.
You are allowed to continue.
Summary
This chapter described the steps required to set up and administer the password
protection feature of the program. It concluded with a discussion of user access to
protected system functions.
•
•
•
158 •
Chapter 5
Chapter 6
Orders
••••••
Overview
This chapter details the steps you will follow to create Quick Estimates, Counter Sales,
Estimates, Repair Orders, and Invoices. The chapter concludes with a discussion of the
Work In Progress (W.I.P.) screen.
Before You Begin
Before you can perform the activities described in this chapter, you must already have
the program installed and running on your computer. If you have not already done so,
complete the installation instructions in Chapter 2, “Getting Started.” You must also
have configured the lists, rates, and descriptions for your shop as described in Chapter
3, “Shop Setup.”
Order Lifecycle
An order typically starts out as an estimate of the cost of parts and labor to perform a
repair or vehicle maintenance service. You can choose to start from a Quick Estimate,
a bare-bones quote, or you can create a regular Estimate. If the customer agrees to the
Estimate, it is converted to a Repair Order, and printed for the customer to sign as
acceptance of the work to be performed. Once the work is completed, the order is
converted to an Invoice—a request for payment.
As estimates, repair orders, and invoices use exactly the same data, and look the same
in the program, they are generically referred to as “orders” throughout this chapter. The
terms estimate, repair order, and invoice actually are more indicative of order status
than order type. In fact, it is not necessary to begin with an estimate; you can start with
a repair order, or even an invoice.
•
• 159
•
•
•
For example, a regular customer might drive his car into your shop for his bi-monthly
oil change. He doesn't need an estimate—he knows how much it is going to cost. You
don't need a repair order—you know he's not going to dispute the charges. So you do
the work and create an invoice when you're done. The program offers the flexibility to
adapt to your needs.
This chapter, however, is structured to follow the more conventional scenario of
estimate leading to repair order leading to invoice.
Quick Estimate
The Quick Estimate panel allows you to create a quick quote using a bare minimum of
information. This screen is particularly useful in situations where you may not get the
sale, for example, a phone call from a customer who is calling several shops for the
lowest price on a job. In this case, you would create a quick estimate so that you can
quickly quote a price. If the customer decides to accept the job, the quick estimate can
be easily converted into a regular estimate.
To create a Quick Estimate:
1
Select Quick Estimate from the toolbar.
OR
Select Quick Estimate from the View menu.
•
•
•
160 •
Chapter 6
The Quick Estimate Panel displays.
Quick Estimate - Select Vehicle
2
3
4
Select a Service Writer from the pull-down menu in the Written By field.
Select a Year, Make, and Model.
Add repair lines using the dialog boxes accessed via the Repair Line buttons.
NOTE: The tools accessed via the Repair Line Buttons are discussed in detail
later in the chapter.
Orders
• 161
•
•
•
5
Check the profit margin on your Quick Estimate, if desired, by selecting the Check
Profit button. The Profit Wizard displays.
Check Profit
The Profit Wizard provides you with a graphical representation of your profit margin
on the estimate in the form of a pie chart and a summary of the profit detail in the form
of the Summary Detail matrix. The cost elements of the profitability calculation
displayed in the Profit Wizard are described below:
Cost Element
Description
Labor Cost
The estimated cost of labor as a percentage of the
order total.
Sublet Cost
The estimated cost of sublet operations as a
percentage of the order total.
Parts Cost
The estimated cost of parts as a percentage of the
order total.
Misc.
Miscellaneous Overhead is a fixed percentage of
order total.
Overhead
Overhead is a fixed percentage of order total.
NOTE: Labor and Parts markups and overhead percentages are applied in the
MarkUp selection in the Shop Data Setup submenu in the Setup menu.
•
•
•
162 •
Chapter 6
6
Select Convert to Estimate to convert your quick estimate into a regular estimate. You
are taken to the Customer Screen.
OR
•
Select Cancel to cancel your quick estimate. You are returned to the Work in Progress
screen.
OR
•
Select Parts Ordering to conduct a price check on the parts or place an order.
OR
•
Select Exit to save your quick estimate and return to the Work in Progress screen. The
unnamed quick estimate appears in the W.I.P. screen as displayed below.
Quick Estimates in W. I. P. Grid
Selecting a quick estimate from the Work in Progress screen converts it into a regular
estimate.
Estimates, Repair Orders, and Invoices
As described earlier in the chapter, the order generation process normally begins with
an Estimate—a customer request for a quote of the cost and time required to make a
repair, or provide a maintenance service. If the customer agrees to the estimate, it is
converted to a Repair Order, and printed for the customer to sign. This is considered
to be an agreement to the terms of the work to be performed. Once the work is
completed, the order is converted to an Invoice—a request for payment.
The dialog boxes used to complete an estimate, repair order, or an invoice are
essentially the same. Rather than representing different types of orders, the terms
estimate, repair order, and invoice are more indicative of order status—the stages that
an order progresses through as it moves through the system. This section will therefore
begin with a discussion of the Panels used in creating the order and then conclude with
a discussion of the process of converting an estimate to a repair order to an invoice.
Orders
• 163
•
•
•
Order Entry Panels
Selecting the Estimate, Repair Order, or Invoice icons from the button bar, or selecting
any of these functions from the View menu, brings up the Order Entry Panels.
Alternatively, if you are working in the One Start toolbar mode, you can choose the
Start icon to begin the order.
To begin an order:
• Select the Estimate, Repair Order, or Invoice icon from the button bar.
OR
• Select the Start icon if operating in the One Start toolbar mode.
The Customer Screen, the first of the Order Entry panels displays.
Order Entry Panels
•
•
•
164 •
Chapter 6
There are five Order Entry panels. Selecting any of the tabs at the top of the Order
Entry display causes a new panel, with related information, to come to the forefront of
the display.
Thumb Tabs
The five panels are:
Panel Name
Function
Customer
Enter information about the customer, or if a
business, about the company.
Vehicle
Add, change, or delete vehicles from the customer
record.
Order
Create parts and labor repair lines for the order and
perform other tasks (print order, convert order
status, check profit, etc.).
Revision
Prepare up to nine individual estimates for additional
work which can be selectively applied to the order.
History
View order history for the current vehicle or for all of
a customer's vehicles.
Orders
• 165
•
•
•
Customer Panel
The Customer panel is where you enter customer information into the order. You can
select a current customer from the Customer List, or you can add a new customer to
the order and at the same time add that customer to the Customer List.
Customer Panel
This is the panel that will be displayed first when you create a new Estimate, Repair
Order, or Invoice.
To select an existing customer:
1
•
•
•
166 •
Chapter 6
In the Customer panel, select Name to select a customer, or Company to select a
business customer.
The Customer List displays.
Customer List
NOTE: You can toggle the list between Customer and Company by selecting the
appropriate button in the Display by box.
2
Click your mouse pointer on the tab with the first letter of the desired name along the
left side of the list.
3
4
Highlight the appropriate Customer/Company name.
Select OK.
You are returned to the Customer panel with the Customer/Company information
transferred to your order.
5
Add any additional information to the customer record.
NOTE: Chapter 4, “Utilities” contains detailed instructions on available options
and on completing the fields of the Customer panel.
Orders
• 167
•
•
•
6
If the customer has more than one vehicle, highlight the desired vehicle in the Vehicle
Selection box.
Vehicle Selection Box
7
Select Next to continue the order at the Vehicle panel.
OR
Select Exit. A dialog box asks if you would like to save Customer Information. Choose
Yes to save.
To create a new customer:
1
Complete the data fields in the Customer Screen.
NOTE: Chapter 4, “Utilities” contains detailed instructions on available options
and on completing the fields of the Customer panel.
2
Select Next to add the customer to the order and to the customer database. You are
taken to the Vehicle screen.
The next time the customer visits your shop, you can pull his name from the Customer
List.
To delete an existing customer:
1
In the Customer Panel, select the Name button to bring up the Customer List, or the
Company button to bring up the Customer List with companies listed.
2
3
Select the customer/company you wish to remove from the list.
Select OK.
You are returned to the Customer panel with information from the selected
customer/company entered in the appropriate fields.
4
Select Remove Customer from the Edit menu.
You are asked to confirm your deletion.
5
•
•
•
168 •
Chapter 6
Select Yes to remove the Customer from the database.
Customer Status The Customer Status area of the Customer Panel displays
payment and credit status for the selected customer. Choose the Update Customer
button to open the Update Customer Status dialog box.
Note: By Default, the Update Customer Status dialog box is password protected.
Refer to Chapter 5 Security for details on working with password protection.
Customer Status
The dialog box contains the following fields:
Field
Description
Charged Balance
The unpaid balance of customer charges.
Sales YTD
Sales for the current year.
Sales Total
Total (cumulative) recorded sales for the customer.
Exempt from Late Fees
Check this box to exempt the customer from late fee
assessment.
Charge Status
Flags customer as eligible/ineligible for credit privileges.
Orders
• 169
•
•
•
Note: Access to the Update Customer Status dialog box can be password
protected. Because of the sensitive nature of the data that can be modified in this
dialog box, it is highly recommended that access to this dialog box be limited to
authorized personnel only. Refer to Chapter 5, Program Security for details.
Vehicle Panel
Once you have either added a new customer, or selected a current customer, you will
work in the Vehicle screen. If you have just added a new customer, you will need to
add a vehicle(s) to the customer record. Procedures for entering vehicle information,
along with a description of fields, are provided in Chapter 4, “Utilities.”
Vehicle Panel
•
•
•
170 •
Chapter 6
The following options are available in the Vehicle panel.
Option
Description
Add
Opens the Recommendations dialog box, allowing
you to add a recommendation to the customer
record.
Edit
Opens the Recommendations dialog box, allowing
you to edit an existing recommendation.
Delete
Removes a recommendation.
Vehicle Detail
Opens the Vehicle Detail dialog box, in which you
can add, or edit, the Brakes, Drive Type,
Transmission, and Gross Vehicle Wt. information.
Tax
Opens the Tax List, in which you select the tax
rate(s) to apply to the order.
New
Clears the vehicle information from the screen. A
second dialog box asks if you wish to clear the
current customer also.
Next
Closes the Vehicle panel and switches you to the
Order panel.
Exit
Closes the Vehicle panel, returning you to the Work
In Progress grid.
Recommendations The Recommendations dialog box allows you to add reminder
text to the vehicle record. This information will be displayed in the Vehicle screen as
a reminder of repairs, or maintenance activity, that have been noted, but not yet
performed.
To open the Recommendations dialog box:
• Select Add, in the Vehicle screen, to add a new recommendation.
OR
• Select Edit in the Vehicle screen to edit an existing recommendation.
Orders
• 171
•
•
•
The Recommendations dialog box appears.
Recommendations
The Recommendations dialog box contains the following fields:
•
•
•
172 •
Chapter 6
Field
Description
Date Recommended
The date that the repair was recommended to the
customer.
Date Work Needed
The date that the repair work should be performed
by.
Category
The Category of the selected repair
Standard Notes
Attach a Standard Note to the Recommendation.
Order Panel
Once customer and vehicle information has been entered, it is time to create the order.
The Order panel is where the parts and labor repair lines, the heart of the order, are
created.
Order Panel
To complete the Order:
1
Add/select the Customer and Vehicle as described in the previous section and choose
the Order Tab to display the Order Panel.
Customer and Vehicle information are displayed between the repair line buttons and
the repair line display.
2
3
4
Select a service writer from the Written By pull-down choice list.
Change the Promised time, if necessary.
Change the Promised date from the current date, if necessary. Overtype the current date
or select a new date from the popup calendar, as you prefer.
Orders
• 173
•
•
•
5
Type in a Hat #, and/or Ref #, in accordance with your shop's policy for identifying
customer vehicles.
6
7
Enter the incoming odometer reading in the In field.
Add repair lines using the dialog boxes accessed from the Repair Lines Button Bar.
Repair Line Buttons
Refer to the “Building Repair Lines” section later in the chapter for detailed
instructions on creating repair lines.
Once your repair lines have been built, your Order is complete. Although you can start
an Order as a Repair Order, or an Invoice, most orders begin as an Estimate. Once the
customer agrees to the work to be performed, the Estimate is converted to a Repair
Order. Once the repairs are complete, the Repair Order is converted to an Invoice.
The Order Options dialog box provides options for changing the status of your order
as well as a number of other functions.
8
Select Options, if necessary, to open the Order Options dialog box.
Order Options
•
•
•
174 •
Chapter 6
The options available in this dialog box are briefly described below.
Option
Description
Convert to Order
Converts an estimate into a repair order.
Convert to Invoice
Converts an estimate, or a repair order, into an
invoice.
Post Invoice
Allows you to post an invoice without posting
payment, or to charge a residual balance to the
customer's account.
Apply Payments
Opens the Apply Payments dialog box, where you
can apply payments to an invoice.
Discounts
Opens the Add/Edit Discount dialog box in which
you can change the parts and/or labor discount on
the order. These discounts will display as a line item
in the order grid.
Confirm all Parts
Confirms all parts on the invoice as having been
used on the order.
Revision History
Opens the Revision History dialog box where you
can view the date, authorization, and reason for any
order revisions.
Tech. WorkSheet
Select to print a Technician Worksheet for the order.
30/60/90 Interval
Opens the Service Maintenance Interval dialog box
which allows you to view service maintenance
information and, if desired, transfer that information
in the form of a canned job to the order. This dialog
box is described at the end of this chapter.
Schedule Work
Opens the Schedule Work dialog box, in which you
can put the job on the shop calendar. Scheduling is
described in Chapter 8, “Work in Progress.”
Check Profit
Opens the Profit Wizard, a graphical representation
of order profitability. The Profit Wizard is described
earlier in this chapter.
Pick List
Select to generate a Pick List for the parts on the
order.
Purchase Order
Select to generate a Purchase Order for the parts on
the order.
Orders
• 175
•
•
•
9 Select Done to close the Order Options dialog box.
10 Select Exit to close the Order panel.
The new order displays in the Work-In-Progress screen.
Building Repair Lines
The Repair Lines Button Bar provides options for adding parts, labor, and notes to your
order.
Repair Line Buttons
The buttons available are briefly described below.
•
•
•
176 •
Chapter 6
Button
Function
Labor
Add labor hours and cost to the order.
Parts
Opens the Order item entry dialog box in which you
can enter parts into your order.
Sublet
Add subcontracted parts and labor to the order.
Notes
Select a prepared note or add a unique note to
order.
Canned Jobs
Opens the Canned Jobs dialog box where you can
transfer canned jobs to the order.
Parts Kits
Opens the Part Kits dialog box from which you can
transfer parts kits to the order.
Promotions
Opens the Promotions dialog box in which you Add,
Edit, and Delete Packages and Discount Coupons
or transfer them to an Order.
Symptoms
Opens the Symptoms Reported by Customer dialog
box. Use this dialog box to record symptoms of poor
vehicle performance reported by the customer.
Button
Function
30/60/90 Maintenance Opens the Scheduled Maintenance Service
Intervals dialog box. This screen allows you to view
service maintenance information and, if desired,
transfer that information in the form of a canned job
to the order.
Repair
Connects you to ShopKey5 Repair, if installed.
Year/Make/Model information, if available, is
automatically passed over.
Parts and Labor
Connects you to ShopKey5 Estimator from which
you can import parts and labor information (prices
and times) into your orders.
The following sections detail procedures for adding repair lines to your order.
Labor Selecting the Labor repair line button opens the Order item entry - LABOR
dialog box. You use this dialog box to add labor hours, and calculated cost to your
orders.
To add Labor to your Order:
1
Select Labor from the repair line button bar.
The Order item entry - LABOR dialog box displays.
2
3
Enter a description of the labor item in the Work Requested box.
Enter hours to be charged in the Charged Hrs. field.
OR
Orders
• 177
•
•
•
Enter a dollar amount in the Labor Total field.
Order Item Entry - Labor
The other field will automatically calculate at your shop's default labor rate as soon as
you make another entry/selection. Click the Non-Standard Labor Rate check box if
you want to de-link the labor hours and labor dollars, overriding them with noncalculated values.
4
Add an estimate of parts amount in the Est. Parts $ field if you want to add a rough
estimate of parts cost to your order rather than actually adding parts and their cost.
NOTE: Normally you will want to add parts, and their associated cost, through
the Add Parts and Inventory List dialog boxes described in the following section.
5
6
7
8
9
Select a Category.
Select an Account.
Change the Pay Hours and/or Actual Hours amount(s) in the Technician Detail box.
Select Tax, if necessary, to change from the default tax rate for this labor item.
Select Cust Type, if necessary, to change the labor rate for this line item from the
Shop/Customer default.
10 Select Save to save your input and clear the panel so that you can enter an additional
labor line item.
•
•
•
178 •
Chapter 6
OR
Select Done to save your labor entry and return to the Order panel.
The new labor entry will appear in the repair lines.
Parts Selecting the Parts repair line button opens the Order item entry- PARTS dialog
box. There are two ways that you can approach the task of adding parts to your orders.
You can:
• Type parts information directly into the Order item entry-PARTS dialog box. This
has the effect of adding the parts information to your order without using
information from your database and without saving any information to your
database.
OR
• Select part(s) that have already been entered into your database from the Inventory
List. You can enter the part directly to your order if you know the part number or
select the part from the Inventory List if you don't know the part number.
To add Parts information to your order:
NOTE: Follow this procedure to enter parts information into your order for a part
that is not in your Inventory List.
1
Select Parts from the repair line button bar.
The Order item entry-PARTS dialog box displays.
2
3
Enter a part number (up to 20 characters) in the Part No. field.
Select a part type from the Part Type pull-down choice list. The Description field fills
in automatically.
Orders
• 179
•
•
•
4
Complete the remaining fields and check boxes of the Order item entry-PARTS dialog
box.
Order Item Entry - Parts
The fields and check boxes are described in the following table.
•
•
•
180 •
Chapter 6
Field
Description
Qty.
The number of units of the item that will be used on
the order.
Unit Cost $
The cost of each individual item.
Unit Retail $
The cost of each unit multiplied by the shop markup.
Unit Sale $
The unit retail amount less customer discount—if
applicable. This amount can also be manually
overwritten, as necessary, if the Fixed Unit Sale
Amount check box (see below) is selected.
Manufacturer
The manufacturer of the item selected from a pulldown choice list.
Vendor
The vendor of the item selected from a pull-down
choice list.
5
Field
Description
Category
The parts category of the item selected from a pulldown choice list.
Account
The general ledger account name of the item
selected from a pull-down choice list.
Technician
The technician who is to be associated with the sale
of the item selected from a pull-down choice list.
Vendor Invoice #
The number of the Vendor Invoice under which the
parts were delivered.
Fixed Unit Sale
Amount
Select this check box to manually overwrite the
calculated sale amount. Once selected, enter the
desired sale amount in the Unit Sale $ field.
No Commission
When selected, indicates that no commission is to
be paid on the part sale.
Fixed Commission
Indicates that a fixed commission, rather than a
commission calculated on the sale price, is to be
paid on the sale of the part. When selected, the
Commission $ field becomes enabled, allowing you
to apply a commission dollar amount.
Part Confirmed On
Invoice
Tags the part as having been used on the order.
Inventory Part
Select this field when you have entered part
information that you want to use to create an
inventory item record. A confirmation message
asks, 'Do you want to create a new entry in
Inventory?' Select Yes to create a new inventory
item record with the information you have entered in
the Order item entry - PARTS dialog box.
Accessory Part
Designates that the part is an accessory to be used
in combination with another specified part.
Core
Designates that the part is a core (refund) item.
Display Off
Turns the Unit Cost $ field off for the Order item
entry - Parts dialog box.
Select Tax, if necessary, to change from the default tax rate for this part.
Orders
• 181
•
•
•
6
Select Cust Type, if necessary, to change the labor rate for this line item from the
Shop/Customer default.
7
Select Save to save your input and clear the panel so that you can add additional parts
to your order.
OR
Select Done to save your parts input and return to the Order panel.
The new part entry appears in the repair lines.
To transfer a part from the Inventory List to your order (when you know the part
number):
NOTE: Follow this procedure to transfer parts information into your order for an
existing part that you have a number for.
1
Select Parts from the repair line button bar. The Order item entry- PARTS dialog box
displays.
2
Type the part number in the Part No. field.
The remaining fields of the dialog box fill in with information about the part.
3
4
5
Make changes to the part data, if necessary.
6
Select Save to save your input and clear the panel so that you can add additional parts
to your order.
Select Tax, if necessary, to change from the default tax rate for this part.
Select Cust Type, if necessary, to change the discount rate for this line item from the
Shop/Customer default.
OR
Select Done to save your parts input and return to the Order panel.
The new part entry appears in the repair lines.
To transfer a part from the Inventory List to your order (when you don't know
the part number):
1
•
•
•
182 •
Chapter 6
Select Parts from the repair line button bar. The Order item entry- PARTS dialog box
displays.
2
Choose the Inventory button in the lower left corner of the display (choose the Parts
List button if working in Service Writer). The Inventory List (Parts List for Service
Writer users) dialog box displays.
Inventory List
NOTE: This is the same screen as the Inventory List dialog box used to add, edit,
and delete parts from the parts database as described in Chapter 11. The only
difference is that a Transfer button now appears in the dialog box allowing you to
transfer parts to your order.
3
Type, or select from a pull-down list, identifying information for the part (as known):
• Category
• Part #
• Description
NOTE: You can use wildcards to conduct a search on partial information. For
example, “AF%” in the Part Number field will find all part numbers starting with AF.
As another example, “%OIL” will generate all part numbers with OIL in it.
4
Select the Search icon.
The Inventory List displays the parts which match your request.
Orders
• 183
•
•
•
5
6
Highlight the part you want to add to the order.
Select Transfer. Or use the Tag button to select multiple parts, then choose Transfer.
You are returned to the Order Item Entry-PARTS dialog box with the information from
the selected part entered into the appropriate fields.
7
8
9
Edit any data fields, if necessary.
Select Tax, if necessary, to change from the default tax rate for this part.
Select Cust Type, if necessary, to change the labor rate for this line item from the
Shop/Customer default.
10 Select Save to save your input and clear the panel so that you can add additional parts
to your order.
OR
Select Done to save your parts input and return to the Order panel.
The new part entry appears in the repair lines. If you tagged multiple parts, the Parts
dialog box displays until the transfer queue is empty.
Sublet Selecting the Sublet repair line button opens the Order item entry- SUBLET
dialog box.
Use this dialog box to add a repair line for subcontracted operations.
To add a sublet operation:
1
•
•
•
184 •
Chapter 6
Select Sublet from the repair line button bar.
The Order item entry-SUBLET dialog box displays.
Order Item Entry - SUBLET
2
3
4
5
Add a description of Work Requested. This is a required field.
6
Enter Cost $.
Add a description of Work Performed, if necessary.
Select Vendor, Category, and Account from the pull-down list.
Click the No Commission check box to not include any commission on the sublet
item.
The Total $ calculates automatically based upon the mark-up you entered during setup.
NOTE: You can change the Total $ amount simply by overtyping it with any
amount you choose.
7
8
Select Tax if you need to add tax to the Sublet item.
Select Save to save your input and clear the panel so that you can add additional sublet
operations to your order.
OR
Select Done to save your sublet input and return to the Order panel.
Orders
• 185
•
•
•
The new sublet entry appears in the repair lines.
NOTE: Selecting the Notes repair line button opens the Order item entry- NOTES
dialog box. Use this dialog box to add notes, either standard, or customized, to
your order.
To add a note to your repair lines:
1
Select Notes from the repair line button bar.
The Order item entry- NOTES dialog box displays.
Order Item Entry - NOTES
2
Select a standard note from the Standard Notes pull-down choice list. The text of the
standard note appears in the large text entry box below.
OR
Type your own custom note in the large text entry box.
3
Click Print on Order if you want the description text to print on the order.
NOTE: You can conduct a spell check on the text of the note by pressing [F2].
4
Select Save to save your input and clear the panel so that you can add additional notes
to your repair lines.
OR
•
•
•
186 •
Chapter 6
Select Done to save your input and return to the Order panel.
The note appears in the repair lines.
Estimating The Parts and Labor icon opens the ShopKey5 Estimator program. This
feature allows subscribers to transfer labor times and component prices from this
industry-standard information source directly into their orders.
If you are a subscriber to Estimator, the Estimator splitter window displays. (As shown
in the following figure.)
ShopKey Estimator Splitter Window
The splitter window is where you begin your search for parts and labor information.
Refer to Chapter 7, “Parts and Labor Interface” for instructions.
If you are not currently a subscriber, a dialog box provides ordering information. Call
the displayed phone number for pricing and availability information on the Estimating
module.
Canned Jobs Selecting the Canned Jobs repair line button opens the Canned Job
List. You use this dialog box to transfer an existing canned job to your order.
Orders
• 187
•
•
•
To transfer a canned job to your order:
1
Select Canned Jobs from the repair line button bar.
The Canned Job List displays.
Canned Job List
2
Set up search criteria for locating the desired canned job.
NOTE: If you have selected a vehicle, year, make, and model information
appears in the appropriate Search Criteria fields. You can use the Clear button, if
desired, to Clear current vehicle information.
Aside from year, make, model, the following search fields are available:
•
•
•
188 •
Chapter 6
Field
Description
Category
The category, or component grouping of jobs types,
within which you wish to conduct your search.
Job #
Enter as many characters of the job number as
desired. The program will locate all canned jobs that
begin with matching characters.
3
Field
Description
Description
Enter as many characters of the canned job
description as desired. Management System
locates all canned jobs that begin with matching
characters. You could enter “Brake,” for example, for
a search of the canned jobs for Brakes or %Brake to
find jobs with “Brake” anywhere in the description.
Select the Search icon.
The Canned Job List displays the canned jobs which match your request.
4
5
Highlight the canned job you wish to add to the order.
Select Transfer.
You are returned to the Order dialog box with the repair lines from the canned job
added to your order.
Part Kits Selecting the Parts Kits repair line button opens the Part Kits List. You use
this dialog box to transfer an existing parts kit to your order.
To transfer a parts kit to your order:
1
Select Parts Kits from the repair line button bar.
The Part Kits List displays.
Parts Kits List
Orders
• 189
•
•
•
2
Set up search criteria for locating the desired parts kit(s).
The following search fields are available:
Field
Description
Category
The category, or component grouping of kit types,
within which you wish to conduct your search.
Kit No.
Enter as many characters of the kit number as
desired. The program locates all parts kits that begin
with matching characters.
Description
Enter as many characters of the kit description as
desired. The program locates all parts kits that begin
with matching characters.
NOTE: You can use the Clear button, if desired, to clear current entries in the
Category, Kit No., and Description fields.
3
Select the Search icon.
The Part Kits list displays the parts kits which match your request.
NOTE: You are also able to add a new parts kit to your Parts Kits List to add to
your order, if necessary. Refer to the procedure on adding parts kits in Chapter 4,
“Utilities” for instructions.
4
5
Highlight the parts kit you wish to add to the order.
Select Transfer.
You are returned to the Order dialog box with the repair lines from the parts kit added
to your order.
Copying Repair Lines You can copy line items from an Order, Canned Job or Parts
Kit and then paste it into another Order, Canned Job or Parts Kit. Simply highlight the
lines to be copied and press Ctrl + C (to copy the lines to your computer's “clipboard”)
and then click in the grid area of the Order, Canned Job or Parts Kit you want to paste
to and press Ctrl + V to paste.
Removing Order Items You can remove any item from an order simply by
clicking on it and pressing the Delete key. The repair line is removed and all totals are
adjusted automatically.
•
•
•
190 •
Chapter 6
Special Orders
Special Orders are provided to allow for an extra measure of tracking of orders to be
completed in the future. The most common use for special orders are instances where
you have the parts in stock to complete some, but not all, of the repairs on an order.
What you can do is remove the order item(s) from the current order and use them to
initiate a new special order.
For example, let's suppose that you have an order for an air conditioning recharge,
cooling system flush and check, and replacement of a door handle. You have the parts
in stock to do the first two jobs but the door handle needs to be ordered from the
manufacturer. You could create a special order for the door handle as described in the
procedure below.
To create a Special Order:
1
In the Order panel of the estimate or repair order, highlight the repair line(s) to be
transferred.
NOTE: Normally, you wouldn't create a special order from an invoice. However,
if you do create a special order from an invoice, you cannot transfer parts that
have been confirmed on an invoice to a special order. You must first unconfirm
the parts in Parts Detail before transferring.
Orders
• 191
•
•
•
2
Choose Special Order from the View menu.
Special Order Selection
A message box asks if you want to start a Special Order for the selected repair line(s).
Start Special Order
3
4
Choose Yes.
The parts are removed from the original order and used to create a new order. Customer
and Vehicle information are automatically entered.
Management System User’s only (not available in Service Writer)- You probably
will need to create a Pick List and then Purchase Order for the Special Order parts.
Complete the steps below if you need to create a pick list.
5
•
•
•
192 •
Chapter 6
Select the Options button.
The Order Options dialog box displays.
6
Select Pick List.
The Special Order parts appear in the Order Pick List dialog box. You can now convert
the Pick List into a Purchase Order, if desired. Refer to Chapter 12, “Purchase Orders,”
for details.
Changing Order Status/Revision
Once the repair lines for an order have been constructed, the heart of the order is
complete—you now have created an itemized, totalled summary of the work to be
performed. There are still a number of activities that must take place, however, before
the order can be closed and completed.
As was discussed earlier in this chapter, the program offers you the flexibility to start
out at any of the three stages of order status: estimate, repair order, or invoice. Most of
the time, however, you will start out with an estimate—a request for a quotation of the
time and cost required to perform a repair or maintenance activity.
Once the customer agrees to the service required, the estimate is converted to a repair
order and printed for the customer to sign as acceptance of the terms of the service.
Once the repair order has been signed, the next step is to go to work.
Invariably, as you begin to create orders you will need to revise your original estimates
to reflect additional work. To accommodate this need, the program allows you to create
up to nine sub-estimates that can be selectively attached to your order. The system even
offers the versatility to perform “what-if” analysis of the cost of the order with various
sub-estimate combinations.
Once work is complete, the order is converted to an invoice—a request for payment.
The following sections describe the procedures for converting an estimate to an order,
and then converting the order to an invoice. Also described are the procedures for
preparing sub-estimates and attaching them to your order.
Converting an Estimate to a Repair Order Once the estimate is complete and
the customer has agreed on the work to be performed, the estimate is normally
converted to a repair order and printed for the customer to sign.
To convert an Estimate to a Repair Order:
1
In the Order panel, select Options.
Orders
• 193
•
•
•
The Order Options dialog box appears.
Order Options
2
Select Convert to Order.
You are asked to confirm the conversion.
Confirm Estimate to Order Conversion
3
Select Yes.
You are returned to the Order Panel with the order status changed to repair order. This
is indicated by the designation Repair Order #, rather than Estimate #, in the upper
right-hand corner of the display.
4
•
•
•
194 •
Chapter 6
Select the Print button, in the lower right-hand corner of your display, to print your
repair order.
Converting an Estimate or Repair Order to an Invoice Once the repair has
been completed, the estimate or repair order is normally converted to an invoice—a
request for payment. It is not necessary for an estimate to be converted to a repair order
before it is converted to an invoice.
To convert an Estimate or Repair Order to an Invoice:
1
In the Order panel, select Options.
The Order Options dialog box appears.
2
Select Convert to Invoice.
A dialog box asks that you confirm the conversion.
Confirm Conversion to Invoice
3
Select Yes.
A dialog box asks if you wish to confirm all parts on your invoice.
Confirm All Parts
Confirming all parts means that all parts on the order were used and should be included
in the invoice total. Confirming parts also removes the parts from inventory.
4
Select Yes to confirm all parts.
OR
No to not confirm the parts on this invoice.
You are returned to the Order Panel with the order status changed to invoice. This is
indicated by the designation Invoice #, in the upper right-hand corner of the display.
Orders
• 195
•
•
•
5
Select the Print button, in the lower right-hand corner of your display, to print your
invoice, if desired.
NOTE When parts or labor items are added to an invoice, it is converted back to a repair
order. This allows the parts to be approved/confirmed on the order.
Order Revisions Once work has begun, you may discover the need for additional
repair work. These repairs may be a part of the originally estimated repair that was
undetectable at the time that the original order was created. Or you may discover the
need for repair or maintenance work that is totally unrelated to the original order. In
any case, you need to estimate the additional time and cost of these repairs so that your
customer can make an informed decision.
To accommodate this need, the program allows you to create up to nine sub-estimates
that can be attached to your order. The program even offers the versatility to perform
“what-if” analysis of the cost of the order with various sub-estimate combinations.
For example, while performing a repair, you may find that a vehicle needs five
additional repairs ranging in importance from minor to critical. You can create five
individual sub-estimates before you call the customer. While the customer is on the
phone, you can quote him prices for all combinations of the five repairs. Once he has
agreed to some, or all, of the repairs, simply transfer them to the order.
So revising an order is basically a two step process. First you create the subestimate(s). The second step is to selectively apply the revision(s) to the order.
To create a Sub-Estimate:
1
•
•
•
196 •
Chapter 6
Select the Revision tab in the Order Screen.
The Revision Panel displays.
Revision Panel
2
Using the Repair Line Button Bar, add parts and labor to create repair lines just like
you would for any regular order. (Refer to the descriptions of the dialog boxes
accessed via the individual repair line buttons earlier in the chapter.)
3
Click your mouse pointer of the SubEst 2 tab and repeat step #2. Repeat for as many
revisions as you wish to complete. You may notice that the SubEst tabs change colors
to reflect the status of a sub-estimate. Blue represents the current order, light blue
represents an empty sub-estimate, and red represents a sub-estimate (not currently
open) which has completed repair lines.
Once your sub-estimates are complete, Management System affords the opportunity to
perform “what-if” analysis to look at various repair/pricing scenarios and then to
selectively apply them to the open order.
To attach Sub-Estimates to an open order:
1
After all sub-estimates are complete, select Transfer Revision.
Orders
• 197
•
•
•
The Revision Authorization dialog box displays.
Revision Authorization
2
Select the revision(s) you want to include in the order.
The Include in this Revision fields are where you select revisions for inclusion in your
order.
Include in This Revision
Select/deselect revisions by clicking your mouse pointer in the selection box next to
the revision. The Revision Amount and the New Total Estimate Amount dynamically
change with each new combination of revisions.
•
•
•
198 •
Chapter 6
Current Order Variance Current Order Variance is the calculation between the
approved estimate amount (when the Repair Order was printed) and the current Repair
Order/Invoice total. A variance will be present if parts, labor, or other items were added
or removed from the printed Repair Order or if parts pricing was updated upon receipt.
The approval process for a revision takes this variance into account and, if checked,
updates the approved estimate amount when the transfer is completed.
You may also find it helpful to move around the Revision Authorization box so that
you can look at the detail of the individual sub-estimates. A Revision Authorization
box staggered against the Sub-Estimate panel is displayed below.
Staggered Revision Auth./SubEst Panels
Once you have staggered the panels in this fashion, you are able to switch between subestimates by selecting the desired SubEst tab. This can be an especially helpful
capability when talking on the phone with a customer and explaining the detail of each
of the sub-estimates.
Orders
• 199
•
•
•
3
Complete/edit the remaining fields of the Revision Authorization panel. These fields
are:
Field
Description
Revision Date
Fills in automatically with the date that the revision is
created. Change the date, if necessary, by selecting
a new date from the pull-down choice list.
Initiated by
Choose Shop or Customer as desired.
Written by
Choose a Service Writer from the pull-down choice
list.
Authorized by
Defaults to the customer name. Change by
overtyping as necessary.
Reason
Reason for the revision.
Phone (Called)
Phone number at which the customer was reached
to approve the revision.
Time (Called)
Time that the revision was created/approved. This
field defaults to the time that the Revision
Authorization dialog box was opened.
Current Order Variance The calculation between the approved estimate
amount and the current Repair Order/Invoice total.
(See page 199 for details).
Clear Sub Estimates
after Transfer
Removes the sub-estimates after they have been
transferred to the order.
NOTE: Only those sub-estimates that are transferred to the order are removed.
4
Select Transfer.
The selected sub-estimate(s) are transferred to the order.
NOTE: If there are recommendations for the Vehicle an additional dialog box
displays, allowing you to delete any recommendations addressed by the current
revision.
•
•
•
200 •
Chapter 6
Counter Sales
The Counter Sales selection allows for quick and easy creation of the counter sale
order. The program offers tremendous flexibility in handling counter sales. How much,
or how little, information you enter is up to you and the policy of your shop.
To generate a Counter Sale order:
1
Select the Counter button from the button bar.
The Counter panel displays.
Counter Sale Panels
2
(Optional) Select the Customer and/or Vehicle panel tabs to input customer/vehicle
information. Use of these panels is described earlier in this chapter.
3
Add Parts, Notes, or Part Kits using the repair line buttons. Use of the dialog boxes
accessed via these buttons is described earlier in this chapter.
4
Click Check Profit to check your profit margin and/or Parts Ordering to do a vendor
price check or order parts.
5
Select the Print button to print a Counter Sale Invoice.
Orders
• 201
•
•
•
6
Once the customer has paid for the order, select Payment to apply payment. If you
apply payment in full, you will be asked if you wish to post the invoice.
Post Invoice?
Posting the invoice closes the order out of Work in Progress and creates a history
record of the transaction.
7
Select Yes to post the invoice.
The counter sale is now complete.
Symptoms
Use the Symptoms dialog box to record symptoms of poor performance reported by
the customer. You can also add labor to the order. The dialog box is opened by
choosing the Symptoms icon in the Order screen.
Symptoms Reported by Customer
•
•
•
202 •
Chapter 6
You can choose to run the program in a symptom-driven fashion by selecting Show
Symptoms on New Orders in the Screen View dialog box (page 86). Doing this
configures the program so that the Symptoms reported by Customer dialog box
displays every time you start a new order.
The Symptoms reported by Customer dialog box contains the following fields/options:
Field/option
Description
Short Description
Standard (short) name for the symptom. You can
type a symptom in or select one from the grid, in
which case the remaining fields of the dialog box fill
in automatically. Standard Symptoms are
maintained in Shop Data Setup.
Symptom Description
Extended description of the symptom.
Work Requested
Work recommended by shop to correct the
symptom.
Charged Hours
Labor hours to be charged for the diagnosis/repair.
These hours will be added to the order.
Labor Total $
Labor $ as calculated by Charged Hours extended
at your shop rate. This dollar amount will be added
to the order.
Non-Standard Labor
Rate
Click this box to disable the automatic calculation of
hours/dollars. You can then change hours without
changing dollars and vice-versa.
Save as Standard
Symptom
Check this box to save the current symptom as a
Standard Symptom. You are then able to apply the
symptom to subsequent orders.
Come Back/Invoice
Number
Click Come Back to enter an Invoice number from
original invoice in the event of a customer come
back. (This field is used for reference purposes
only.)
Est. Parts $
Estimated Parts cost. (Note: This cost is not added
to the order.)
Category/ Account
The Category and Account for the Labor $ amount.
Click the TSB button to open a dialog box that allows you to look up TSBs in
ShopKey5 if installed. This dialog box is described in the following section.
Orders
• 203
•
•
•
TSB
The TSB link within the Symptoms Reported by Customer dialog box opens the
Symptoms and TSBs dialog box. You can use this dialog box to perform a search of
TSBs based on customer-reported symptoms and then link out to ShopKey5 (if
installed) directly to the desired TSB.
To Search TSBs in Management System:
1
In the Symptoms Reported by Customer dialog box, click the TSB button.
The Symptoms and TSBs dialog box displays.
Symptoms and TSBs
2
Pick a Symptom in the Symptoms grid.
Available TSBs for the selected vehicle display in the Category and System grid.
3
Pick a Category/System.
ShopKey5 is launched (if not already running) and opens to the selected TSB.
•
•
•
204 •
Chapter 6
Maintenance Service Interval (30/60/90) Database
Choosing 30/60/90 Interval from the Order screen opens the Scheduled Maintenance
Service Intervals screen. This screen allows you to view service maintenance
information and, if desired, transfer that information in the form of a canned job to the
order.
To add Maintenance Service Interval information:
1
In the Order screen, click 30/60/90 Interval.
The Maintenance Service Interval screen displays.
Maintenance Service Interval
NOTE You will be prompted to select an Engine for some models.
Option buttons below the vehicle information allow you to toggle between Severe and
Regular Interval service information. The next scheduled maintenance interval
(mileage) is highlighted in the first column of the display and scheduled replacement
and inspection items are listed in the Replace, Inspect, and Notes fields. You can pick
a different mileage interval, if desired, to view service information for a different
maintenance interval.
Orders
• 205
•
•
•
2
Choose the Print button to print the information or the Transfer button to transfer a
canned job for the selected scheduled maintenance to the order.
NOTE Some scheduled service intervals are too large to transfer to the order. When this
happens, you will get a warning message. The Scheduled Services information will have
to be manually printed for the technician.
Summary
In this chapter, you learned how to create Orders. You learned how to enter Customer,
Vehicle, and Order information and how to create revisions to the order. You also
learned to create Quick Estimates and Counter Sales.
The following chapter describes ShopKey5 Estimator and its interface with the
Management System program.
•
•
•
206 •
Chapter 6
Chapter 7
Parts and Labor Interface
••••••
Overview
The interface with ShopKey Estimator is a value-added software enhancement
available to all Management System users who have also purchased Estimator.
Estimator makes it possible for you to import parts and labor estimating information
from the Parts and Labor CD into your Management System orders. Using Parts and
Labor's Parts Locator feature, you can process a search request of dealerships for
selected parts.
NOTE: The description of the Parts and Labor interface supplied in this chapter
is accurate as of the time of printing this User's Guide. However, Estimator is a
continually improving software program. Because of timing considerations, there
may be features in the estimating program that differ from those described in this
chapter. Refer to your estimating software User's Guide for the most current
instructions on working with the system.
Before You Begin
To access parts and labor information from Estimator, you must first have the program
installed on your computer and have the current version of the Estimating CD inserted
in your CD-ROM drive. To use Parts Locator, you must have a properly configured
modem. Refer to your estimating software User's Guide for details.
Using Parts and Labor
Before accessing estimating information, you must be in the Order panel of an order
in which you have already specified the year, make, and model of the vehicle.
•
• 207
•
•
•
To add parts and labor items from Parts and Labor to your order:
1
Select the Parts & Labor button in an order in which you have specified a vehicle.
The Parts & Labor viewer displays.
2
Choose parts and labor items to be added to your order.
Splitter Window
3
•
•
•
208 •
Chapter 7
Click Transfer.
If you have selected parts in Parts and Labor (not just labor items), the Enter Cost of
Parts dialog box displays.
Enter Cost of Parts
This dialog box allows you to enter a cost for the parts. This cost is used by the program
in profitability calculations.
4
Enter a cost for each of the parts and click Done.
Parts and Labor is closed and the Parts/Labor items are added to the repair lines of your
order.
Vehicle not Defined
If you select the Parts and Labor button before specifying vehicle information, the
following error message appears:
Undefined Vehicle Message
You will also get this message, or a similar message, if the vehicle you've selected is
not in the Parts and Labor database. If this happens, go back to the Vehicle screen and
reselect the vehicle.
Parts and Labor Interface
• 209
•
•
•
Summary
In this chapter, you learned how to copy parts and labor information from Parts and
Labor into your Management System orders. Because of timing considerations,
different versions of the Estimator product may be slightly different than described in
this chapter. Refer to the user guide that came with your estimating software for
detailed instructions.
•
•
•
210 •
Chapter 7
Chapter 8
Work In Progress
••••••
Overview
This chapter describes the options available in the Work In Progress (W.I.P.) screen and
how its view can be customized for individual users. Also described, in detail, are the
options for making payments, scheduling, and viewing scheduled work in the program.
The Work in Progress Screen
The Work in Progress screen is where you access open orders. In addition to being able
to select any open order to work in, you can also easily access the other areas of the
system. As such, this is likely the screen you will most often be working in when you
are not working with an open order.
The rows of the Work in Progress screen list your shop's open orders. You select an
order by highlighting it with your mouse pointer, or by moving the highlight bar up and
down with your arrow keys.
To access the Work in Progress screen:
• Select the In Progress button from the button bar.
The rows of the Work in Progress screen list your shop's open orders. You select an
order by highlighting it with your mouse pointer, or by moving the highlight bar up and
down with your arrow keys.
•
• 211
•
•
•
The Work in Progress screen displays.
Work in Progress Screen
Options
The buttons along the bottom of the Work in Progress screen provide a number of
options for working with open orders. These options are described briefly below, and
in detail in the following sections of this chapter.
Work in Progress Button Options
•
•
•
212 •
Chapter 8
Button
Description
Purge Ests
Opens a dialog box in which you can purge all
estimates older than a specified date.
Button
Description
Display
Opens the Status Display Preferences dialog box, in
which you can select the types of records that
display in the WIP grid, their sort order, and conduct
a word search in WIP.
Scheduler
Opens the Schedule Work dialog box, in which you
can change the assigned schedule time and date for
the work to be performed.
Payment
Opens the Apply Payments dialog box, in which you
can apply a payment to an order.
Post
Allows you to post an invoice, moving the order from
Work in Progress into Order History.
Detail
Opens the Work in Progress Detail dialog box which
contains status information about the customer and
vehicle and allows for entering, or changing, the
Status, Location, Hat Number, and Completion Time
for the vehicle.
Order
Opens the Order panel for the vehicle.
Colors
To ease identification, orders displayed in the Work in Progress Screen, by default, are
color coded as follows:
Color
Order Type
Gray
Estimate, Counter Sale
Black
Repair Order, Special Order
Blue
Invoice
You can change these settings in the Grid Line Settings dialog box, selected from the
Special Maintenance submenu. Refer to Chapter 3, “Shop Setup” for details.
Red Flagging In addition to color-coding types of orders, the program also
highlights entries in some data fields in red, indicating a condition that may require
attention. This type of exception highlighting is commonly known as “red flagging.”
The system automatically red flags orders whose promised date is prior to the current
date. For example, if an order was promised to be completed by February 6 and the
current date is February 7, the date in the promised field appears in red.
Work In Progress
• 213
•
•
•
You can also red flag certain vehicle location and status designations. Refer to Chapter
3, “Shop Setup” for details.
Opening an Order
To open an existing order, you go to the W.I.P. screen.
To open an order from the Work in Progress screen:
1
Click your mouse pointer in any cell on the row of the order you wish to access in the
order grid.
The entire row is highlighted.
Order Selected in W. I. P. Grid
2
Select Order.
OR
Double-click your left mouse button on the order.
You are taken to the Order panel for the selected order.
Removing an Order
Normally, orders are removed from Work in Progress when the order is completed and
the invoice is posted. However, estimates do not always turn into actual jobs, and
repair orders occasionally get cancelled without any work being performed. These
orders will remain in the Work In Progress Grid until you delete them. As a general
housekeeping function, you will want to regularly remove orders that are no longer
needed.
To remove an order you must first open it, then remove it by selecting Remove from
the Edit menu.
NOTE: Exercise caution in removing orders from Work in Progress. Once an
order is removed, it cannot be retrieved.
To remove an Order:
1
•
•
•
214 •
Chapter 8
Click your mouse pointer in any cell on the row of the order you wish to access in the
order grid.
The entire row is highlighted.
2
Select Order.
OR
Double-click your left mouse button.
The selected order opens.
3
Select Remove Order from the Edit menu.
A dialog box asks that you confirm your request.
Remove Order?
4
Select Yes.
If the order is an estimate, or quick estimate, it is removed and you are returned to the
Work in Progress grid. If the order is a repair order or invoice, an additional dialog box
prompts you to enter a reason.
Remove Reason
5
Enter a reason and choose OK to remove the order.
Work In Progress
• 215
•
•
•
Purging Estimates
Selecting Purge Ests. in the Work in Progress screen initiates a procedure to delete any
estimates created before a specified number of days. Use this procedure to clean up old
estimates in your Work in Progress screen.
Purge Estimates
Text within the dialog box details the procedure. Just specify the number of days, click
the Yes option button and click OK.
Schedule
Scheduling is done in the Schedule screen, where you can work with scheduled orders
displayed by day, or by month, and in the Schedule Work dialog box, where you can
edit the system-assigned order completion time and date.
When an order is created, the system automatically schedules it for completion that
day. You can change the scheduled date and time as desired. You can also add nonorder generated items to the schedule.
Schedule Screen
The Schedule screen is comprised of two panels: one showing scheduled orders by day,
and the other displaying scheduled orders by month. The Schedule screen is opened by
selecting the Schedule icon from the toolbar.
To open the Schedule screen:
• Select Schedule from the toolbar.
•
•
•
216 •
Chapter 8
The Schedule screen opens.
Schedule (Month View)
NOTE: The Schedule screen automatically opens to the date and view that it was
in when last used.
Month View The Month view of the schedule provides summary information
(number and total hours) on the jobs scheduled for each day. You can use this panel to
provide an assessment of your shop's overall work flow for the month.
You can use the forwards and backwards buttons to change the month and year of your
schedule view.
Forwards and Backwards Buttons
You can switch to the Schedule Day view by selecting the Day thumb-tab or by doubleclicking on the desired day with your mouse pointer.
Work In Progress
• 217
•
•
•
To switch to the Schedule Day view:
• With the desired date highlighted, select the Day thumb-tab at the top of your
display.
OR
• Double-click your mouse pointer on the desired date.
The Schedule screen switches into the Schedule Day View.
Schedule (Day View)
Schedule Day View The Day view of the Schedule screen provides details on the
jobs for each day.
You can page forward and backwards between days, and months, using the forwards
and backwards buttons.
Forwards and Backwards Buttons
•
•
•
218 •
Chapter 8
The schedule grid contains the following fields:
Field
Description
Time
The time the order was promised for completion.
Est. Hrs.
An estimate of the number of hours required to
complete the repair.
Customer
The Customer, or Company, requesting the
repair(s).
Category
The category of the repair work.
Type + Number
The order type or status. Possible Types would
include: Scheduled (non-order schedule item),
Estimate, Order, Invoice, Posted (Invoice).
Notes
Room for the free-form entry of notes into the
record.
The Day view of the Schedule screen also contains a number of button options.
These options are briefly described below:
Button
Description
Estimate
Opens a selected order to the Order panel.
Add
Opens the Schedule Work dialog box, allowing for
the addition of a scheduled item.
Edit
Opens the Schedule Work dialog box with the data
from the selected item displayed. You are able to
freely edit any of the fields in the dialog box.
Delete
Allows for removal of a schedule item that wasn't
created by an actual order (non-order item).
Exit
Closes the Schedule screen.
To add an item to the Schedule:
1
In the Schedule Day panel, select Add.
Work In Progress
• 219
•
•
•
The Schedule Work dialog box appears with empty data fields.
NOTE: Use the Add command only to add a non-order item to the schedule. For
example, to reserve a block of time for a major, but unconfirmed, repair. When
the actual order is generated, it should be scheduled into the reserved time block
and the original scheduled item should be deleted.
2
Complete the data fields (described in the following section, “Schedule Work Dialog
Box”).
3
Select OK to save your entries and exit.
To edit an item in the Schedule:
1
In the Schedule Day panel, with the desired schedule item selected, choose Edit.
The Schedule Work dialog box appears with data from the selected item displayed in
the appropriate fields.
2
3
Edit the data fields (described in the following section).
Select OK to save your entries and exit.
Schedule Work Dialog Box
As discussed earlier, all orders are automatically scheduled at their time of creation.
The Schedule Work dialog box allows you to reschedule the order as necessary. This
dialog box can be accessed via the Scheduler button in the Work in Progress screen, by
using the Add or Edit buttons from within the Schedule dialog box, or from within the
Order Options dialog box.
To reschedule an order:
1
Using your mouse or arrow keys, highlight the row of the order you wish to access in
the Work in Progress screen.
The entire row is highlighted.
2
Select Scheduler.
OR
From within the Schedule dialog box, select Add to add a new order, or select a current
order and select Edit.
OR
From within the Order panel, select Options and then Schedule Work.
•
•
•
220 •
Chapter 8
The Schedule Work dialog box appears.
Schedule Work
3
Edit the fields of the dialog box as desired. The Schedule Work dialog box contains the
following fields:
Field
Description
Name
Customer's name.
Scheduled
The time and date the work is scheduled to be
completed. When the order is created, the program
automatically enters the time you created the order,
and the current date. The Scheduled time and date
can be overwritten as necessary.
Promised
The time and date the completed order has been
promised to the customer. When the order is
created, the program automatically enters the
default time that you entered during setup (for
example, 5:00 pm), and the current date. The
Promised time and/or date can be overwritten.
Category
The Category of the repair work.
Note: This field is for schedule reference only. It
does not overwrite the Categories assigned to parts
and/or labor operations.
Work In Progress
• 221
•
•
•
Field
Description
Estimated Hours
The number of hours the order is scheduled to take.
Again, this number is for schedule reference only
and does not affect the actual number of hours used
in calculating the total cost of the order.
Notes
Any notes that you wish to add to the schedule.
Estimate #
The original Estimate number.
Hours
The hours of the Order.
Status
The status of the vehicle repair as selected from a
pull-down choice list.
Find Customer
Opens the Customer List so that you can pick an
existing customer. Important Note: When adding an
item to the schedule: If the customer has been to your
shop before: it is highly recommended that you use the
Find Customer feature to locate the customer. This is the
easiest way to enter a customer and it prevents adding the
same customer twice. Type in as much of the customer's
name as you know in the Name (Last,First) field and click
Find Customer. The Customer List displays matches to
your request. Choose the customer from the list.
If it is a first-time customer: type in the Last and
First names.
4
Select OK to save your edits and close the dialog box.
Payment
The Payment selection from the Work In Progress screen or the Order Options dialog
box brings up the Apply Payments dialog box. You can use this dialog box to make a
full or partial payment on an order or to split payments between two payment types.
Applying Payment in Full
Most of the time, when you need to make a payment, it will be to pay off the entire
balance of the invoice.
•
•
•
222 •
Chapter 8
To make payment in full on a repair order or invoice:
1
With the order highlighted in the Work in Progress grid, select Payment.
NOTE: You can also open the Apply Payments dialog box from within the Order
Options dialog box.
The Apply Payments dialog box appears.
Apply Payments
2
Complete the fields of the dialog box:
Field/Option
Description
Date
Current date fills in automatically—change if
necessary.
Payment Type
Choose a payment type—cash, check, or charge
(American Express, Visa, etc.).
Payment Amount
The total due fills in automatically—overtype if
necessary.
Check/ Reference #
Fill in check number, if applicable.
Authorization #
The credit card authorization number—enter if
applicable.
Work In Progress
• 223
•
•
•
Field/Option
Description
History
Opens the Payment History dialog box, in which you
can view a history of payments for the current
invoice or for the current customer.
Apply Credit
Allows you to apply a credit, if available, to the
current invoice.
Pay
Select Pay to make a payment and remain in the
Apply Payments dialog box. Use this command if
you wish to split payment between two Payment
Types (for example, Cash and Visa). After clicking
on Pay, if there is a balance due, the program will
ask if you wish to “Post Additional Payments Now?”.
You will remain in the dialog box where you can
make additional payments as necessary. Refer to
the “Splitting Payments” section later in the chapter
for details on splitting payments between payment
types.
Done
3
Select Done when you are finished working in the
Apply Payments dialog box.
Select Done.
If you have paid less than the full invoice amount, a message box asks if you want to
post additional payments.
4
•
•
•
224 •
Chapter 8
Select Yes to post additional payments.
Once the invoice has been paid in full, a dialog box asks if you want to post the invoice.
Posting an invoice closes the invoice record from Work In Progress into Vehicle
History.
NOTE: Posting an Invoice should not be confused with posting payment. When
you post a payment, you are merely applying payment towards the unpaid
balance on the order. When you post an invoice, you are closing the order. The
record is closed out of Work In Progress and a history record is created.
Post Invoice?
5
Select Yes to Post the Invoice.
Applying a Partial Payment
Occasionally, you may need to make a partial payment on an order, as in the case of a
customer leaving a deposit.
To make a partial payment:
1
With the order highlighted in the Work in Progress grid, select Payment.
The Apply Payments dialog box appears.
NOTE: You can also open the Apply Payments dialog box from within the Order
Options dialog box.
2
3
4
Overtype the total in the Payment Amount field with the amount you wish to pay.
Complete the remaining fields of the dialog box.
Select Pay.
Work In Progress
• 225
•
•
•
A message box asks if you want to post additional payments.
Post Additional Payments?
5
Choose No.
The new invoice balance will be reflected the next time you open the Apply Payments
dialog box.
Splitting Payment Types
Occasionally, you may need to split a payment between two payment types. An
example of this situation might be an instance where a customer desires to pay part of
an invoice in cash and part of it by credit card. The following procedure details the
steps that would be undertaken to accomplish this task.
To split payment of an order between payment types:
1
With the order highlighted in the Work in Progress grid, select Payment.
The Apply Payments dialog box appears.
NOTE: You can also open the Apply Payments dialog box from within the Order
Options dialog box.
•
•
•
226 •
Chapter 8
2
3
Select Payment Type.
4
Select Pay.
Overtype the total in the Payment Amount field with the amount to be applied by the
first payment type.
The payment is posted and the outstanding balance reduced. A message box asks if you
wish to post additional payments.
Post Additional Payments?
5
Select Yes.
The Apply Payments dialog box displays again.
6
7
Repeat Steps 2-5 as many times as necessary to post additional payments.
Select No in the Post additional payments now message box when all payments have
been posted.
OR
Select Done in the Apply Payments dialog box to post payment of the remaining
balance in full. An additional message box asks if you wish to post the remaining
balance of the invoice.
8
Select Yes to post the remaining balance for the invoice.
A message asks if you want to post the invoice.
9
Select Yes to post the invoice.
OR
Choose No if leaving the remaining balance unpaid.
Posting an Unpaid Invoice
In addition to posting a paid invoice, you are also able to post an unpaid invoice by
charging the balance to a house credit account. Doing so creates an account receivable
for which the customer can later be billed.
To post an unpaid invoice:
1
With the order highlighted in the Work in Progress grid, select Post.
Work In Progress
• 227
•
•
•
The Posting Date dialog box displays the current date in the Post Order With This
Date.... field.
Posting Date
2
Enter or select a new date if desired.
NOTE: The capability to change the posting date is provided primarily for
instances where you unpost an invoice and then re-post the invoice on a later
date. Normally you will not change this date.
A dialog box asks if you wish to charge the remaining balance to the customer.
Charge Balance to Customer?
3
Select Yes to post the invoice.
The invoice record is closed from Work in Progress into Vehicle History. An account
payable is created for which the customer can later be billed. Refer to “Batch
Payments” in Chapter 9, “History” for details on making payments on posted orders.
Work In Progress Detail
The Work in Progress Detail dialog box provides summarized information about a
single, selected order. The information fields are the same as in the Work in Progress
screen. You are able to update Vehicle Status and Location, Hat No., and Completion
Time/Date in this dialog box.
To open the Work in Progress Detail dialog box:
• With the desired order highlighted in the Work in Progress grid, select Detail.
•
•
•
228 •
Chapter 8
OR
• Right-click your mouse pointer on any WIP item.
The Work in Progress Detail dialog box displays.
Work In Progress Detail
The Work In Progress Detail dialog box contains administrative information about the
customer and his vehicle, the service writer, the scheduled and promised time, and the
time that the vehicle arrived in the shop. In addition, the Work In Progress Detail dialog
box contains the following fields that can be edited.
Field
Description
Status
Choose from available status designations (for
example Waiting For Parts, or Completed) or type in
a status designation.
Location
Choose from available shop locations (for example,
Rack #1, or Paint Shop) or enter a location
designation.
Hat No.
The Hat, or Tag number, or other identifier.
Reference #
Identifying number that you add to the order in the
Order screen or Work In Progress Detail dialog box.
You can use this field for any purpose you like (Cab
#, for example).
Phone Numbers
Customer's home and office phone numbers (if
available).
Work In Progress
• 229
•
•
•
Field
Description
Time/Date In
Enter the time and date that the car entered the
shop.
Completion Time/Date Enter the time and date that the work is expected to
be completed.
Schedule Time/Date
The time and date that the work is scheduled to be
completed.
Promised Time/Date
The time and date that the work is promised to be
completed.
Repair Order Printed
Box is checked if Repair Order has been printed.
Invoice Printed
Box is checked if Invoice has been printed.
Customizing your Screen View
The program offers the ability to customize the look of your screens to fit the
individual needs of system users. You are able to specify which records
(Estimates/Repair Orders/Invoices/Counter Sales) are displayed in the Work In
Progress screen as well as choose a sort order based on a number of criteria. You can
look up a record in W.I.P. based upon a specified word or character string. You can also
change the size and placement of the columns in the W.I.P. screen and certain other
order entry screens.
Status Display Preferences
Selecting the Display button in Work In Progress opens the Status Display Preferences
dialog box. These settings are user-specific, that is, they remain in effect for the
currently selected user until a different user logs on to the system or different
preferences are specified.
You can use this dialog box to choose a Sort Order for the Records viewed in the Work
In Progress grid and to choose which types of records to display.
To change your Work In Progress screen display preferences:
1
•
•
•
230 •
Chapter 8
Select the Display button in Work In Progress.
The Status Display Preferences dialog box displays.
Status Display Preferences
2
Choose a sort order in the Sort Order box, if desired.
Sort Order
NOTE: The default sort order is by Order # (oldest order first, based upon
creation date).
The Work In Progress screen sorts in ascending alphanumeric sequence (for example
1, 2, 3 ..., or a, b, c ...).
3
Click the Display Phone setting, if desired to display customer phone numbers in the
Work In Progress and Order screens (800x600 resolution, or greater, required).
4
Choose which types of records (Estimates/Repair Orders/Invoices/Counter Sales) you
wish to display, if desired, in the Show Record Types dialog box.
OR
Work In Progress
• 231
•
•
•
Select All to select all record types.
Show Record Types
NOTE: The default is to display all record types.
5
Select OK to save your Work In Progress screen display preferences.
The Work In Progress screen reflects your saved preferences. These settings are valid
every time the specified user uses the system. Refer to the “User List” section later in
the chapter for details.
Word Search The Status Display Preferences box also allows you to search for a
record in the Work In Progress screen based on a word or other character string. You
are able to conduct a word search on any entry in the following data fields:
•
•
•
•
•
Customer Name
License Number
Status
Location
Year/Make/Model
You can search for a part of a word (for instance, a search on “JO” would result in
selection of “JONES”). You can also use the “%” character as a “wild card,”
substituting it for an unknown character or group of characters. For example,
“SM%TH,” or even, “S%H” will yield “SMITH.” Just remember that the more
characters that you substitute for, the higher your probability of unwanted matches to
your search.
•
•
•
232 •
Chapter 8
To conduct a word search:
1
In the Status Display Preferences dialog box, in the Search Word text entry box, type
the word or character string on which you wish to conduct your search.
Search Word
2
Select OK.
The Work In Progress grid displays the records which match your search criteria.
Sizing/ Rearranging Columns
The Work In Progress and certain other screens allow you to customize the width and
positioning of the displayed grids. These settings will remain in effect for the currently
selected User (refer to the “User List” section later in the chapter) until different
column width and position choices are made.
To resize a column's width:
1
Move your mouse pointer directly over the right edge of the column heading of the
column you wish to resize. The mouse pointer will change its shape as shown to the
left.
2
Holding down your left mouse button, drag the column border to increase or decrease
the column width, as necessary. When the column width is the desired size, release the
mouse button.
To rearrange a column's location in the grid:
1
First, select the column you want to move by clicking on the column heading to
highlight it.
2
Hold down the Shift key with your mouse pointer directly over the heading of the
column that you wish to move, press, and hold down your left mouse button.
Your mouse pointer changes to the pointer shape shown to the left.
3
Move the mouse pointer arrow to the grid location to which you wish to move the
column.
4
Release the mouse button.
Work In Progress
• 233
•
•
•
The column is moved to its new location.
User List
As described above, the program offers the ability to customize the look of your
screens to fit the individual needs of system users. The User List offers users the ability
to save these custom view settings.
To open the User List:
• Select the User List Button.
OR
• Select User List from the View menu.
The User Selection List dialog box displays the users from your shop.
User Selection List
The User List is where you select the current user of the system. You should always
select a user, normally yourself, before beginning to work in the program. That way,
any screen view settings that you change during the course of your session are saved
for you the next time you use the system.
The following screen view settings are controlled by the user:
• Display for Work-In-Progress Grid - The sizing and placement of columns in the
Work-In-Progress grid.
• Display Sort/Filter for Work-In-Progress Grid - The types of orders (Estimates,
Repair Orders, Counter Sales, etc.) that are displayed, and their sort order, in the
Work In Progress grid. These settings are selected in the Status Display Preferences
dialog box described earlier in the chapter.
•
•
•
234 •
Chapter 8
• Display for Order Grid - The sizing and placement of columns in the Order grids
(Estimate, Repair Order, Special Order, etc.).
• Last Four Orders List - The File menu lists the last four orders that the user
worked on for quick retrieval.
• Schedule Position and Size - The program “remembers” the screen position and
size of the schedule when the selected user last worked with it.
• Inventory List Sort Order - The sort order (by Part Number or by Description)
that the Inventory List is initially sorted by.
• History Screen Display - Determines whether the history screen will initially
display by Customer or by Vehicle.
To select the current user:
1
2
Click your mouse pointer on the desired name to highlight.
Select OK.
The User Selection List closes and your screen view changes to reflect the attributes
of the selected user. Any changes made to screen view settings (as described in the
previous sections) will be saved as part of the selected user's profile.
You are also able to add and delete users in the User Selection List and to change the
screen view back to default values.
To add a user:
1
In the User Selection List, select Add.
You are prompted to enter a user name.
Enter User Name
2
3
Enter the user name.
Select OK.
The new user is added to the User Selection List.
To delete a user:
1
In the User Selection List, with the user you wish to delete selected, choose Delete.
Work In Progress
• 235
•
•
•
You are asked to confirm your deletion.
2
Select Yes.
The user is removed from the User Selection List.
To restore a user's view to default values:
1
In the User Selection List, with the user whose view you wish to restore to default
values selected, choose Default. Restoring a user's view returns the screen view
settings to the original state.
You are asked to confirm your request.
2
Select Yes.
Your screen view settings are returned to their original state.
Summary
This chapter described the options available in the Work In Progress screen and how
its view can be customized for individual users. Also described, in detail, were the
options available for scheduling, and looking at scheduled orders.
•
•
•
236 •
Chapter 8
Chapter 9
History
••••••
Overview
Once an order is closed by posting the invoice, a history record is created. This record
contains all of the pertinent information about the service that was performed as well
as providing a history of all payments. If the invoice has not been paid, an account
receivable is created. The customer balance is tracked in history until it has been
satisfied. the batch payment facility makes applying payment to a group of posted
invoices a breeze.
This chapter details the options available for working with historical records and for
making batch payments.
Find History Record
The Find History Record allows you to quickly locate a history record from anywhere
in the system. Using the Find History Record command, you can quickly search the
database for the history record for a given invoice based upon the invoice number, or
alternatively, you can search the database for all history records for a selected vehicle.
History Search (by Invoice number)
The Find History Record selection allows you to quickly find a history record based
upon an invoice number. This capability is particularly useful in locating posted
invoices in order to make payments.
To find a history record based on an invoice number:
1
Select Find History Record from the Utilities menu.
OR
Press [F4].
•
• 237
•
•
•
The Find History Record dialog box appears. Depending upon the previous selection,
the Invoice or Vehicle Panel displays.
Find History Record (Invoice Panel)
2
Type the invoice number in the Invoice No. field and press Enter.
NOTE: You do not need to enter the 0's, if any, at the front of the invoice number.
OR
Highlight the invoice record for which you wish to view the history record and select
View Record. Use your scroll bar to view additional invoice records, if necessary.
•
•
•
238 •
Chapter 9
The History Screen displays the historical record(s) for the vehicle with the selected
invoice number highlighted.
History Screen
History Search (by Vehicle)
The Find History Record selection allows you to quickly find a history record for a
specified vehicle type.
The program offers you the ability to search for history records based upon vehicle
information (for example, 1993 Honda Accord LX) and/or for history records
containing certain types of repairs (for example, Transmission Rebuild). This powerful
capability is especially useful when used in conjunction with the copy and paste
capability to create repair lines for a new order from the repair lines of a history order.
This capability is described later in the chapter.
To find a History Record based upon Vehicle Information:
1
Select Find History Record from the Utilities menu.
OR
Press F4.
The Find History Record dialog box appears.
2
Select the Vehicle tab if not already selected.
History
• 239
•
•
•
The Vehicle panel of the Find History Record dialog box displays.
Find History Record (Vehicle Panel)
3
Select, as known, Vehicle Year, Make, and Model.
AND/OR
Enter the text you wish to search for in the Word Search field (Battery, Oil Change,
etc.). You can search on a part of a word (for instance, a search on “BAT” can result
in a selection of “BATTERY.” You can also use the “%” character as a “wild card,”
substituting it for an unknown character or group of characters. For example,
“BATT%RY,” or even, “B%Y” will yield “BATTERY.” Just remember that the more
characters that you substitute for, the higher your probability of unwanted matches to
your search request.
4
Select Search. A dialog box informs you of the progress of your search.
Search Progress
•
•
•
240 •
Chapter 9
After a moments processing, the grid area displays any match(es) to your search
request.
5
Highlight the desired History Record and select View Record.
The History screen displays the history records for the selected Customer or Vehicle.
History Screen
History Screen
This screen allows you to access all of the History records (closed Invoices) for a given
vehicle or customer. The grid displays all of the history records for the customer or
vehicle depending upon your display selection.
Option
Description
Display for: (option
button)
Choose between displaying all history records for
the current customer, or for just a single vehicle.
Un-Post Invoice
Allows you to re-open an invoice into Work-InProgress.
History
• 241
•
•
•
Option
Description
Search
Allows you to search the Part Number and
Description fields of the history records displayed in
the History panel.
Detail
Opens the History Detail dialog box.
Un-Post Invoice You must unpost an invoice if there are any changes that need to
be made to the posted invoice other than payments. The Un-Post Invoice command
closes the history record and re-opens the invoice into Work-In-Progress. Any unpaid
balance is returned to the invoice and removed from Accounts Receivable.
To Un-Post an Invoice:
1
With the desired invoice highlighted, select Un-Post Invoice.
A dialog box asks that you confirm your request.
Un-post Invoice?
2
Choose Yes to un-post the invoice.
Search The Search Criteria field allows you to enter a text string on which the
program will search the Part Number and Description fields of the history records
displayed in the History Panel. Once you have conducted your search, only those
history record(s) which match your request are displayed in the History Panel.
To initiate a History Panel word search:
1
•
•
•
242 •
Chapter 9
In the History Panel, select Search.
The Enter Information dialog box displays.
Enter Information
2
Enter the text you wish to search for (Battery, Oil Change, etc.). You can search on a
part of a word (for instance, a search on “BAT” can result in a selection of
“BATTERY.” You can also use the “%” character as a “wild card,” substituting it for
an unknown character or group of characters. For example, “BATT%RY,” or even,
“B%R” will yield “BATTERY.” Just remember that the more characters that you
substitute for, the higher your probability of unwanted matches to your search request.
3
4
Select OK.
You are returned to the History Panel, with only those history records matching your
request displayed.
History Detail Dialog Box The History Detail dialog box allows you to view
comprehensive information about the invoice including parts and labor detail, along
with payment history.
To open the History Detail dialog box:
• With the desired invoice highlighted, select Detail.
History
• 243
•
•
•
The History Detail dialog box displays.
History Detail
Aside from allowing you to view detailed invoice information, the History Detail
dialog box provides the following options:
•
•
•
244 •
Chapter 9
Option
Description
Payments
Allows you to view a history of payments, apply a
payment to an unpaid balance, and to post
payment(s).
Payment History
Opens the Payment History dialog box, allowing you
to view all payments for the selected Invoice or
Customer.
Detail
Allows you to view detail about the selected repair
line.
Print
Sends a copy of the invoice to the printer.
Fax
Allows you to fax using the Faxman driver.
Done
Returns you to the History panel.
Copying Repair Lines from a History Record One exciting aspect of the
vehicle history capability is that you can copy information from a history order to a
current order.
For example, while preparing an estimate for an engine rebuild on a '68 Chevy Pickup,
you may recall that you prepared a similar estimate in the past. Rather than having to
put together the estimate from scratch, you can copy repair lines from the historical
order and paste them into the new order. Your parts, labor, and tax rates are
automatically updated to current values.
As another example, you may have a regular customer who comes in every three
thousand miles for an Oil Change/Lube Job. Once you have begun the order, and
selected her name in the Customer panel, simply click on the History tab to view her
history records, open a history record for a previous Oil Change/Lube Job, copy the
repair lines, and paste them into your current order. Your order is complete without you
ever having to look up a part, labor item, or canned job.
To copy repair lines from a history record:
NOTE: This procedure details one method of copying information from a history
record into an estimate. Actually, there are a number of different ways that
copying and pasting can be employed within the program. And you aren't limited
to copying from history—you can also copy from one open order into another,
from a canned job into an order, etc. In any case, the procedure is essentially the
same as described below.
1
Locate the history record from which you wish to copy repair lines. Refer to Find
History Record (By Vehicle), if necessary.
2
3
Select Detail to open the History Detail dialog box.
Highlight the line items you want to copy.
History
• 245
•
•
•
Highlight cells by moving your mouse pointer to a cell in the first row in the range of
rows you wish to copy and, holding your left mouse button down, dragging the mouse
pointer to a cell in the last row in the range.
History Detail
Release the mouse button. The rows are highlighted as shown in the figure above.
4
5
6
7
Press Ctrl + C to copy the repair lines.
Select the In Progress icon to open Work In Progress.
Open the Order you wish to paste into.
Select Paste from the Edit menu.
OR
Press Ctrl + V to paste the selected repair lines.
A dialog box asks if you wish to update your parts cost from inventory.
8
Select Yes. The repair lines are added to your order.
Batch Payments
The Batch Payments dialog box allows you to quickly apply a payment, or a set of
payments, to invoices. You would normally make batch payments to the posted orders
of a customer with an in-house credit account (for example, a fleet customer).
To apply a batch payment:
1
Select Batch Payment from the Utilities menu.
OR
Press [F5] while in any program screen.
•
•
•
246 •
Chapter 9
The Batch Payments dialog box appears.
Batch Payments (empty)
The fields of the screen are initially empty, as displayed in the previous figure.
2
3
Select the Name or Company button to open the Customer List to select a customer.
Select a customer from the Customer List.
The Batch Payments dialog box displays all of the invoices for the customer with
unpaid balances.
Batch Payments (w/ customer selected)
History
• 247
•
•
•
The current date is automatically entered in the Date field and the default payment type
is automatically entered in the Type field. You can select a different date or payment
type from the pull-down choice lists if necessary.
4
5
Choose Print Receipt, if you would like to print a receipt of the payment.
Enter the amount of the payment in the Amount field.
NOTE: You can skip this step if you plan to Auto Distribute payment in full (refer
to Step #7).
6
7
Enter the Reference # and/or the Authorization #, as necessary.
Apply the payments to the posted invoices. There are two ways you can do this. You
can:
• Choose Auto Distribute to distribute payment among invoices.
OR
• Apply payments to the invoices individually.
Each of the payment methods are described in the following sections.
8
9
Click the Delete Fee button to delete late fees for the selected customer.
Select Save to save your batch payment(s) while still remaining in the Batch Payments
dialog box.
OR
Select Done to save your batch payment(s) and exit the dialog box.
Auto Distribute Automatic distribution is the easiest way to apply a payment to
an invoice, or a group of invoices. Once you have entered a payment amount, simply
select Auto Distribute to apply that amount beginning with the oldest invoice and
working forward chronologically through the posted invoices. If you wish to
automatically distribute a payment in full, you don't need to enter anything in the
Amount field—simply selecting Auto Distribute automatically sets up payment in full
for all invoices.
•
•
•
248 •
Chapter 9
For example, if you had three invoices totalling $987.57, and auto distributed payment
in full, the payment amount would be disbursed in such a way as to satisfy the balances
for all three invoices as shown.
Payment in Full Auto-Distributed
As an example of a partial payment, if you had three invoices totalling $987.57, and
auto distributed a payment of $500.00, the payment amount would be disbursed in such
a way as to satisfy the balances on the first two invoices and partially satisfy the
balance on the third as shown in the following figure.
Partial Payment Auto-Distributed
Apply Payments You can choose to apply payments to invoices on an individual
basis using the Apply button.
To apply payments individually:
1
In the Batch Payments dialog box, enter the total payment amount in the Amount field.
NOTE: You MUST enter an Amount in this field or no payments will be applied.
2
Enter the payment for each invoice in the appropriate cell in the Payment column.
OR
History
• 249
•
•
•
Click the Apply button, repeatedly as necessary, to automatically enter payments for
each invoice.
NOTE: If at any time you wish to clear all payment amounts, select the Clear
button.
3
Select Save when done.
The payments are applied to the designated invoices.
NOTE: The sum total of the payments entered in the Payment column in the grid
cannot exceed the total payment amount entered in the Amount field. If you
attempt to apply individual invoice payments which are in excess of the total
payment amount, an error message appears and you will not be allowed to
continue. You are also unable to apply an individual invoice payment in excess of
the amount due.
NSF Funds
The Non-Sufficient Funds (NSF) function allows you to debit a customer's outstanding
balance for the amount of the returned item. The following procedure describes how
to process a returned check.
To process an NSF check:
1
Press [F5] to open the Batch Payments dialog box.
Find the customer using the Company or Name button, once in the 'rolodex' highlight
the company or customer name and click on the OK button.
You are returned to the Batch Payments dialog box.
2
Click the NSF button to open the Check Payment History dialog box.
Check Payment History
•
•
•
250 •
Chapter 9
The Check Payment History displays all check payments made by this customer.
3
Highlight the line that corresponds with the returned check, and click on the NSF
button.
You are prompted to confirm your request.
OK to mark as NSF?
4
5
Click OK.
Exit the batch payment function. The amount of the NSF item is now included in the
customer balance.
Deleting a Payment
You can delete a prior payment in Management System.
NOTE: It is highly recommended that you password-protect this dialog box. Refer
to Chapter 5 for details.
To delete a payment:
1
In either the Apply Payments or Batch Payment [F5] dialog box, choose History.
History
• 251
•
•
•
The Payments History dialog box displays a history of payments for the order, or
customer, as applicable.
Payment History
2
Select the Payment and click the Delete Payment button.
A dialog box cautions that the deletion cannot be reversed.
Warning
3
Click Yes to remove the payment.
Summary
This chapter detailed the options available for working with history records and for
making batch payments on posted invoices.
•
•
•
252 •
Chapter 9
Chapter 10
Reporting
••••••
Overview
A report is a collection of information formatted for printing. Reports can be printed
to the screen for viewing, or sent to the printer for hard-copy output. Management
System reports take many forms. Printed estimates, repair orders, and invoices are
some examples of reports which have already been described in this User's Guide.
Other types of reports include management reports which provide information to help
you intelligently manage your shop; accounting reports which help you track accounts
receivable and which provide insight into shop profitability; and follow-up letters and
postcards designed to help you maintain customer satisfaction and create opportunities
for additional business.
Printing Reports
The Reports button allows access to the Report Selections dialog box.
To open the Report Selection dialog box:
1
Select Reports from the far right end of the button bar. The Report Selections dialog
box displays.
Report Selections
•
• 253
•
•
•
2
Select the thumb-tab which represents the type of report you want to work with.
The dialog box dynamically alters to display the selection of reports available in the
selected report classification.
3
4
Click your mouse pointer on the desired report.
Choose Report to Screen to view a copy of the report on your computer monitor.
OR
Choose Report to Printer, to send a copy of the report to the printer.
5
Select a printer, if necessary, from the pull-down choice list.
Select Printer
NOTE: The program automatically selects the printer that you have selected as
your Windows default printer. Normally, you will not have to change this selection.
6
Overtype, if necessary, the “1” in the No. of Copies To Print field with the desired
number of copies.
7
Select Print.
An additional dialog box appears for many reports, asking for additional information.
Most of the time you will be required to provide a range of dates for the records you
wish to include in your report as displayed below.
Date Range
You may also be asked to provide additional criteria for record selection.
•
•
•
254 •
Chapter 10
8
9
Provide record selection criteria, if applicable.
Select OK.
The report is sent to the screen, or the printer, depending upon your selection.
Report (printer to screen) Example
Screen Reports
If you choose to print your report to the screen, a number of status indicators and
viewing options are available along the top of your display.
Print Options
Reporting
• 255
•
•
•
The available options are described below:
Option
Description
Displays the first page of the report.
Moves the screen display back a single page.
Moves the screen display forward a single page.
Displays the last page of the report.
Not currently available. Reserved for future
releases.
Prints the current report.
Not currently available. Reserved for future
releases.
Allows you to zoom in or out on the report window.
Faxing Reports
You can fax any of the reports by selecting the Fax button in the Report Selections
dialog box. Refer to the section on faxing in Chapter 2, “Getting Started,” for details
on faxing.
End Of Day Reports
End Of Day reporting allows you to designate reports to be printed when you exit
Management System at the end of the day or over any other desired time period (e.g.
weekly, monthly). The End Of Day selection from the Utilities menu initiates the end
of day reporting process.
NOTE: The reports to be included in the End Of Day report run are designated
in end of day report setup. Refer to Chapter 3, “Shop Setup” for details.
•
•
•
256 •
Chapter 10
To run End Of Day reports:
1
Select End Of Day from the Utilities menu. The End Of Day Procedure dialog box
displays.
End of Day Procedure
The top part of the dialog box displays the processing period for the End Of Day
reports. You can specify the From and To date range with the pull down menus.
The lower portion of the dialog box displays the number of reports to be printed (as
designated in End Of Day Reports Setup).
2
Click on the Start button to send the end of day reports to the printer.
Summary
This chapter detailed the procedures for working with reports. Refer to Chapter 13,
“Marketing” for procedures for working with mail-merge postcards and letters.
Reporting
• 257
•
•
•
•
•
•
258 •
Chapter 10
Chapter 11
Inventory
••••••
Overview
The Inventory menu provides options for creating and editing inventory records,
conducting inventory transactions such as updating records of on-hand inventory,
recording transfers, and recording parts returned to vendors. Month and Year End
Close transactions are available as well.
Inventory Menu
The functions accessible from the Inventory menu are described in this chapter.
Inventory List
The Inventory List dialog box has two primary functions:
• The Inventory List is where you search for and choose inventory items to be
transferred to orders. The procedures for selecting and transferring Inventory List
items to orders is described in Chapter 6, “Orders.”
•
• 259
•
•
•
• The Inventory List is where you enter or edit inventory item information.
Procedures for adding, editing, and deleting inventory items are detailed below.
Additional sections describe procedures for setting up Alternate Parts, Attached
Items, and Superseded Parts.
NOTE: The Inventory menu is not available for Service Writer. For Service Writer
users the Parts List, the equivalent of the Inventory List, is selected from the
Utilities menu.
To open the Inventory List dialog box:
• Select Inventory List from the Inventory menu.
The Inventory List dialog box displays.
Inventory List
The Inventory List dialog box allows you to Add, Edit, Copy, or Delete an Inventory
List item or Update Inventory List prices. Once you have parts in the grid (as displayed
above), you can choose Print to print the listed parts.
•
•
•
260 •
Chapter 11
Adding an Inventory Item
To add a part:
1
Select the Add button.
The Add New Part dialog box appears with the cursor in the Part # field.
Add New Part
2
3
Type in a Part Number (up to 20 characters in length).
Type in or choose a Part Code.
The Description field fills in automatically.
4
Select a Manufacturer. This is important for electronic parts ordering. Click on the
button to open a dialog box in which you can add a manufacturer, if necessary.
5
6
7
Select a Category. Use the button to add a Category, if needed.
Select an Account Class. Use the button to add an Account Class, if necessary.
Type in a Last Cost.
The List price automatically fills in based upon the default shop discount. You can
overwrite this price with a different price, if desired, by clicking the User Entered List
$ check box and entering a price in the List field. This fixes the price at the designated
amount and protects it from system-generated pricing updates.
8
9
Designate that the part is Taxable, an Accessory, and/or a Core, as necessary.
Apply an Excise Tax, if necessary.
Inventory
• 261
•
•
•
10 Select Attached to choose an attached part, if necessary. Refer to the section on
Attached Parts, on page 266, for details.
11 Select Alt Price to set up alternate pricing for the part, if necessary. Refer to the section
on Alternate Pricing, on page 269, for details.
12 Select Alt Parts to set up alternate part number(s) for the part, if necessary. Refer to
the section on Alternate Parts, on page 267, for details.
13 Select OK to save your new part.
The new part is added to the Management System database. You are returned to the
Inventory list dialog box with your new part added to the Inventory list.
Editing an Existing Part
You may need to make a change to an existing part. As with adding a new part, this is
accomplished in the Inventory List dialog box. This procedure details the steps for
editing a part.
To edit an existing part:
1
2
Select Inventory list from the Inventory menu.
Type, or select from a pull-down list, identifying information for the part (as known):
• Category
• Part #
• Description
3
Select the Search icon.
The Inventory list displays the parts which match your request.
4
5
•
•
•
262 •
Chapter 11
Select the Part you wish to edit by clicking on it with your mouse pointer.
Select Edit.
The Edit Part dialog box appears with the information from the selected part number
displayed in the appropriate fields. The data fields are identical to those in the Add Part
dialog box described earlier in this chapter.
Edit Part
6
7
Edit the individual fields of the dialog box, as necessary.
Select OK.
Your edits are saved and you are returned to the Inventory list dialog box.
Copying a Part
An easy way to create a new inventory item is to copy a similar existing item and
simply change those fields that are different.
To copy an Inventory item:
1
In the grid of the Inventory List dialog box, click your mouse pointer on the part you
wish to make a copy of.
The grid line for the part is highlighted.
2
Select Copy.
A dialog box asks you to confirm your request.
3
Select Yes to create a copy of the part record.
Inventory
• 263
•
•
•
A copy of the part record appears in the Inventory List grid.
Copied Part in Inventory Grid
4
5
Highlight the copied record.
Select Edit.
The Edit Part dialog box appears with information from the copied part displayed in
the appropriate fields.
6
7
Change the Part Number and/or description and edit any other fields, as necessary.
Select OK.
Your new inventory item is now available for placement on Management System
orders.
Inventory Update
The Inventory Update dialog box allows you to make list price percentage changes.
Selections are available that allow you the flexibility to globally update all prices for
all vendors, some prices for all vendors, or some prices for some vendors. The way you
do this is to perform a query in the Inventory List and then use the Update button to
open the Inventory Update dialog box.
Updates made via the Inventory Update dialog box are only applied to those parts that
are currently selected in the Inventory List dialog box.
To Update a Vendor's List Prices:
•
•
•
264 •
Chapter 11
1
In the Inventory List dialog box, use the Search feature to look up all inventory items
that you desire the price update to effect.
2
Choose the Update button.
The Inventory Update dialog box displays.
Inventory Update
3
Select a Vendor from the pull-down Primary Vendor list or select All from the list to
update list prices for all Vendors.
4
Enter the whole number that represents the percent change that you wish to make in
the List Price Update (%) field. For example, if you desire to increase prices by "5%",
enter a "5", not a ".5" or a "0.5". Enter a negative number (-5) to reduce prices.
5
Choose your Matrix Pricing options. This allows the User Entered List price (set in the
Add/Edit Part dialog box) to be set or reset. There are three choices:
- No Change - Leave user-entered price and settings unchanged.
- Disable Matrix Markup - Updates the user-entered list price (if available) with the
new price. Updated user-entered list price remains in effect, overwriting the matrix
pricing.
- Enable Matrix Markup - Overwrite any user-entered list prices with matrix
calculated price.
6
Select OK.
A dialog box asks that you confirm your price change.
7
Select Yes.
The list price percentage change is made for all effected parts.
Deleting a Part
As a general housekeeping function, you will want to regularly delete parts which are
obsolete or for some reason unneeded.
To delete a part:
1
Select Inventory List from the Inventory menu.
Inventory
• 265
•
•
•
2
Type, or select from a pull-down list, identifying information for the part (as known):
• Category
• Part #
• Description
3
Select the Search icon.
The Inventory list displays the parts which match your request.
4
5
Select the Part you want to delete by clicking on it with your mouse pointer.
Select Delete.
A dialog box asks you to confirm your deletion.
6
Select Yes.
The part is removed from the database.
Attached Items
The program allows you to associate parts that are frequently used in combination with
one another. For example, your shop might sell an A/C Receiver Drier that requires a
set of O-Rings. By designating the O-Rings as an attached item, you can be reminded
to include the O-Rings as part of every A/C Receiver Drier sale.
Attached parts can be thought of as having a parent/child relationship. The parent part,
normally the larger of parts, is the one that will generate the prompt for parts that have
been designated as attached items.
NOTE: You may only attach a single item to a parent part.
To associate an Attached Item:
1
In the Add or Edit Part dialog box for the parent part, select the Attached button.
The Select Attached Parts dialog box displays currently attached items, if any.
Attached Item
•
•
•
266 •
Chapter 11
2
Select Add.
The Attached Item dialog box displays the available items in the selected Category of
the parent item.
Attached Item
3
Select a different Category, if necessary, from which you wish to choose a part from
the pull-down choice list.
Parts available in the selected Category display.
4
5
Select the item you wish to attach.
6
Select OK.
Click in the Prompt for Attached Part check box, if you wish to be prompted for the
attached part when the parent part is placed on an order.
You are returned to the Add/Edit Part dialog box, with the number of attached items
displayed next to the Attached button.
Alternate Part Numbers
The program allows you to associate multiple part numbers to the same part. For
example, you may normally carry AC-brand Oil Filters, but get in a one-time shipment
of Fram filters. Since you don't plan on reordering Fram filters, you decide that you do
not want to enter the Fram filter into your inventory list. What you can do, in this
instance, is set up the Fram filter as an alternate part. Every time you use a Fram filter,
the program will offer the opportunity to use the AC Oil Filter information from the
Inventory list on the order.
Inventory
• 267
•
•
•
To add an Alternate Part Number to an existing part:
NOTE: You can also add an alternate part number to a new part. The steps are
identical to the steps in this procedure except that you will work in the Add Part
dialog box.
1
In the Edit Part dialog box, select Alt Parts.
The Edit Alternate Parts dialog box displays.
Edit Alternate Parts
2
Select Add.
The first available cell in the grid is marked for text entry.
3
4
Enter an alternate part number.
Select OK.
The alternate part number is added.
•
•
•
268 •
Chapter 11
Using Substitute Parts The next time that you enter the alternate part number in
the Order item entry - PARTS dialog box, the Select Substitute Part dialog box appears.
Select Substitute Part
• Simply pick the correct duplicate or alternate part from the selection list and choose
Select Part. The selected part is entered into the Order item entry - Parts dialog box.
OR
• Select New Part to use the base part number.
Alternate Price
Alternate pricing provides the opportunity to overwrite the system-generated discount
structure for selected parts. This capability is especially useful for parts that are sold at
a lower than normal mark-up.
For example, let's say that due to market pressures you find that you can only sell a
short-block rebuilt motor that costs you $900 for $1,000—a price well below your
standard mark-up. A customer that receives a 15% discount would only be charged
$869.57—$30.43 less than your cost. To avoid this unprofitable circumstance, you
could use alternate pricing.
To establish alternate pricing on an existing part:
NOTE: You can also apply alternate pricing to a new part. The steps are identical
to the steps in this procedure except that you will work in the Add Part dialog box.
1
In the Edit Part dialog box, select Alt Price.
Inventory
• 269
•
•
•
The Edit Alternate Prices dialog box displays.
Edit Alternate Pricing (before)
2
Overtype the system-generated prices (Price column) with new prices. In the example
in the following figure, all discount prices have been overtyped with new prices of
$1,000.00. The alternate prices appear in red.
Edit Alternate Pricing (after)
3
•
•
•
270 •
Chapter 11
Select OK to save your changes. The alternate pricing will be used on all future orders.
OR
Select Default to restore the pricing to reflect the calculated discounts.
Supersede
Selecting Supersede in the Edit Part dialog box initiates a procedure to allow the
creation of a part to supersede the current inventory item.
To supersede an inventory item:
1
2
3
Select a part from the Inventory List.
Choose Edit to display the Edit Part dialog box.
Choose Supersede.
A dialog box explains that the procedure will allow the creation of a part to supersede
the current part.
4
Choose OK.
The Edit Part dialog box displays information from the previous part for the new part.
5
Enter a new part number. If you do not enter a new part number, the supersession will
not take place.
6
7
Change any other fields or selections.
Select OK to save your superseded part number.
A dialog box asks if you want to save the new part number.
8
Select Yes to create the new part number.
Inventory Balance
The inventory system provides on-hand balances of inventory items as well as
requirements on inventory items. This information is then passed along to the
Purchasing system for use in generating Purchase Orders. (Refer to Chapter 12,
“Purchase Orders,” for details.)
To maintain an accurate ongoing inventory balance, the program must track the
movement of parts into and out of the shop. The on-hand balance for a part is
automatically increased every time purchased parts are received into the shop. The onhand balance for a part is decremented every time parts are committed on a Repair
Order or confirmed on a Purchase Order.
Below are general discussions on how parts are “committed” and “confirmed” in the
program.
Inventory
• 271
•
•
•
Committing Parts Parts on an order are committed when the Repair Order is
printed or when a part is added to an order that has already been printed. Committing
a part informs the inventory system that the part is required for a valid repair order.
That way, the requirement for the part can be taken into consideration when creating a
pick list of parts for a Purchase Order.
The theory behind committing parts by printing a Repair Order is that traditionally a
signed Repair Order indicates customer agreement to the estimated repairs.
Commitment of parts by printing a Repair Order indicates to the Inventory System that
the parts on the order are not to be considered available inventory.
Confirming Parts Parts are confirmed when the Invoice is printed or when the user
chooses to commit the parts by selecting Confirm All Parts in the Order Options dialog
box. When a committed part quantity is confirmed, the confirmed quantity is
subtracted from the on-hand balance in inventory.
The theory behind confirming parts by printing an Invoice is that the printing of
the Invoice indicates that the repair work was performed and that the parts on the
order were used.
Inventory Transactions
The Inventory Transactions submenu is selected from the Inventory menu. Three
selections are available:
• Physical Count Update
• Transfer (not available in this release)
• Return Part to Vendor
Physical Count Update The Physical Count Update dialog box allows you to
change the on-hand quantity of an inventory item. The Physical Count Update dialog
box is available from the Inv. Transactions submenu, which is an Inventory menu
selection.
To change the on-hand quantity of an Inventory item:
1
•
•
•
272 •
Chapter 11
Select Physical Count Update from the Inv. Transactions submenu.
The Physical Count Update dialog box displays.
Physical Count Update
2
Enter the Part Number and select Find. (Skip to Step 5.)
OR
Enter a partial Part Number and select the Inventory button. The Inventory List
displays with the partial part number entered in the Show Part Number field.
3
Choose Search.
The Inventory List displays the part number(s) that match your request.
4
Click on the desired part number and choose Transfer.
OR
Double-click on the part number.
You are returned to the Physical Count Update dialog box.
5
The fields in the dialog box fill in automatically. The New Quantity field displays a
highlighted 0.00 and the Current Qty field displays the on-hand inventory.
Overtype the 0's in the New Quantity field with the correct item quantity.
6
7
Select Update to record your quantity adjustment.
Repeat this procedure to update additional inventory records as necessary.
Transfer This feature is not available in this release of the program.
Return Part To Vendor The Return Part to Vendor dialog box allows you to
reduce the on-hand quantity of an inventory item to account for parts that are returned
to the Vendor. The Return selection is available from the Inv. Transactions submenu,
which is an Inventory menu selection.
To adjust inventory levels for returned parts:
1
Select Return Part to Vendor from the Inv. Transactions submenu, an Inventory
menu selection.
Inventory
• 273
•
•
•
The Return Part to Vendor dialog box displays.
Return Part to Vendor
2
Enter the Part Number or enter a partial Part Number and select the Find button.
The remaining fields in the dialog box fill in automatically. The Quantity field displays
a highlighted 0.00.
3
Overtype the 0's in the Quantity field with the quantity to be returned and change any
other fields, including the Vendor field, if necessary.
4
5
6
7
Type in a reason for the return.
Select Post Return to record your return quantity.
Repeat steps 2 through 5 to record additional returns as necessary.
When all transfers have been recorded, select Cancel to close the dialog box.
Month End Close
The Close Month dialog box allows you to close a month for accounting purposes. This
totals sales and cost information for the current month and begins accumulation of the
next month's totals.
To close an Accounting Month:
1
•
•
•
274 •
Chapter 11
Select Month End Close from the Inventory menu.
The Close Month dialog box displays.
Close Month
2
A drop-down menu allows you to close any month up to the present. Choose the month
you wish to close from the drop-down menu.
3
Select OK to close the accounting month.
Year End Close
The Year End Close menu selection allows you to close a Year for accounting
purposes. This totals sales and cost information for the current year and begins
accumulation of the next year's totals. Year End Close is selected from the Inventory
menu.
To close an Accounting Year:
1
Select Year End Close from the Inventory menu.
A dialog box asks if you want to Perform Year End Close.
Close Year
2
Select Yes to continue.
Inventory
• 275
•
•
•
A second dialog box asks that you confirm that you have performed a backup of all
data files.
Backup Files
3
Select Yes to close the year.
Summary
This chapter described the options available from the Inventory menu save for
Purchase Orders, which is the subject of the following chapter.
•
•
•
276 •
Chapter 11
Chapter 12
Purchase Orders
••••••
Introduction
This chapter describes the various options that are available for generating and
working with purchase orders.
Purchase Orders Dialog Box
The Purchase Orders dialog box lists all open POs along with providing options for
creating new purchase orders, viewing open purchase orders, and performing certain
maintenance activities on open POs (Edit PO, Receive Parts, Delete PO). The Purchase
Orders dialog box is opened from the Inventory menu.
To open the Purchase Orders dialog box:
• Select Purchase Orders from the Inventory menu.
•
• 277
•
•
•
The Purchase Orders dialog box displays.
Purchase Orders
Depending upon the view option that you have selected, the grid area of the Purchase
Order dialog displays All POs, Open POs, or Closed POs.
A number of options for working with POs are available.
Option
Description
Restock from Inventory Opens the Restock from Inventory dialog box in
which you can generate a PO based upon parts with
inventory levels that have dropped below a
calculated restocking level.
Pick List from Orders
Generates a PO based upon the parts that are
committed to open orders.
Print Recv'd Check List Select to print preview (and print if desired) a check
list of all of the parts on a selected PO.
•
•
•
278 •
Chapter 12
Add
Opens the Purchase Order Worksheet, in which you
can manually build a purchase order.
Edit/Receive
Select to edit items on the purchase order or to
receive items to the PO.
Delete
Select to permanently remove a purchase order.
Done
Closes the Purchase Orders dialog box.
The options available in the Purchase Orders dialog box are discussed in detail in the
following sections.
Restock From Inventory
Selecting Restock from Inventory in the Purchase Orders dialog box opens the
ReStock from Inventory dialog box.
The ReStock from Inventory dialog box allows you to generate a Purchase Order based
upon items with inventory levels that have dropped below a calculated re-order point.
A part re-order is triggered if the re-order point is greater than or equal to on-hand
quantity minus items committed to orders.
The ReStock from Inventory calculation is performed as follows:
Order Qty = Re-stock level - On-Hand Qty. - On-Order Qty.
To create a Purchase Order using the ReStock Function:
1
In the Purchase Orders dialog box, select ReStock from Inventory.
The ReStock from Inventory dialog box appears.
ReStock from Inventory
2
3
Select a Vendor from the pull-down choice list.
Click on each Vendor classification (Vendor #1, Vendor #2, Vendor #3) for which
parts should be included.
For example, if you are generating a PO for Acme Parts Inc. and want to include all
inventory items for which Acme has been designated Vendor #1, you would check the
Vendor #1 box only.
Purchase Orders
• 279
•
•
•
4
Choose OK.
The Purchase Order Worksheet lists the parts and order quantities that match the
ReStock from Inventory request. The Purchase Order Worksheet is the dialog box that
you work in to complete the PO. Refer to “Purchase Order Worksheet” later in this
chapter for details.
Pick List From Orders
The Order Pick List is generated whenever you request a pick list based upon open
orders. This pick list can then be readily converted to a purchase order. There are two
ways you can generate an Order Pick List:
• An Order Pick list can be generated for an individual order using the Pick List
selection in the Order Options dialog box. When you choose this option, the
program scans the current order for committed parts and builds the Pick List.
OR
• An Order Pick list can be generated for all open orders, using the Pick List from
Orders option in the Purchase Orders dialog box. When you make this selection, the
program scans all orders for committed parts and builds the Pick List.
To convert the Order Pick List to a Purchase Order:
1
Create a pick list using either of the two methods described above.
The Order Pick List dialog box displays.
Order Pick List
•
•
•
280 •
Chapter 12
2
Select a View option.
View Options
Two options are available, you can choose to:
• Show parts needed to complete order. This is the default view. Choose this
option if you wish to build your pick list with parts that do not have sufficient
inventory available to fill the order(s).
OR
• Show all committed parts. Choose this option if you wish to look at all committed
parts in building your purchase order even if the parts are already in inventory or
on order.
NOTE: When you view all committed parts, the parts that are in stock or already
on order appear in a different color.
3
By default, all parts are tagged for inclusion in the purchase order. A “+” appears in
the “+” Tag column of the grid for each part, indicating that the part has been selected
for inclusion in the purchase order. You can deselect a part by clicking the Tag button
(works as a toggle) or choose Clear All to clear all the parts.
NOTE: You can also double-click on a part to toggle the Tag setting.
4
Once you have the parts tagged that you want on the Purchase order, choose OK.
The Purchase Order Worksheet opens, with the part(s) you selected displayed in the
worksheet grid. The Purchase Order Worksheet is the dialog box that you work in to
complete the PO.
Purchase Orders
• 281
•
•
•
Detail for Part The Detail for Part dialog box allows you to view status information
on a part listed in the Order Pick List dialog box. Detail for Part is opened by
highlighting a part number and selecting Detail from within the Order Pick List.
Detail for Part
The top left portion of the dialog box lists the Part Number and description, quantity
required, and quantity to order. The Inventory Info control group lists the quantity on
hand, quantity on order, quantity committed to open orders, and the last cost.
Two grids are displayed in the dialog box:
• The top grid displays detail on open orders on which the part is listed.
• The bottom grid displays detail on purchase orders on which the part is listed.
Purchase Order Worksheet
The Purchase Order Worksheet provides access to a wide range of options in working
with newly generated purchase orders and editing and receiving parts to existing POs.
•
•
•
282 •
Chapter 12
PO Creation
POs may be automatically generated, as in the case of orders created via the ReStock
from Inventory, or the Pick List from Orders functions, or you can create a PO from
scratch by selecting the Add button in the Purchase Orders dialog box. Regardless of
the method used, you will be automatically taken to the Purchase Order Worksheet.
Purchase Order Worksheet
You can Add an item to the PO, Edit an existing item, or Delete an item in this dialog
box. Options for receiving parts are also included.
The Purchase Order Worksheet contains the following fields:
Field
Description
Written By
Select Purchase Order writer from pull-down list.
P.O. Date
Current date is automatically entered. Select a new
date, if necessary, from the pull-down calendar.
Date Required
Current date is automatically entered. Select a new
date, if necessary, from the pull-down calendar.
Vendor
Select a Vendor from the pull-down choice list.
Select the Vendor button to open Vendor Setup, in
which you can add a Vendor, edit a Vendor's
attributes, or delete a Vendor.
Phone/Ext
Phone Number/Extension.
Purchase Orders
• 283
•
•
•
Field
Description
Vendor Invoice
Number
The Vendor’s Invoice number. This number shows
up on Purchase Order reports for tracking purposes.
P.O. Number
Automatically generated PO number.
P.O. Status
Indicates whether PO is opened or closed.
Ship Via
Text box for free-form entry of shipping information.
Taxable
Check if PO parts are taxable.
The Purchase Order Worksheet screen contains a number of buttons that provide
access to additional options, or dialog boxes. The Purchase Order Worksheet contains
the following options
•
•
•
284 •
Chapter 12
Option
Description
Comment
Opens the Comment Lines for Purchase Order
dialog box in which you can add free-form
comments to be printed on the PO, or for internal
use only. This dialog box is described later in the
chapter.
Price Check
Conduct a price check on parts (Note: You must
have a configured <Link> vendor, a valid
Manufacturer line code, and the part number must
be capitalized).
Order Parts
Initiates a Parts Order (Note: You must have a
configured <Link> vendor, a valid Manufacturer line
code, and the part number must be capitalized).
Receive/Receive All
Opens the Receive All Parts - Options dialog box
which provides options for receiving parts into
inventory.
Receive to R.O.
Opens the Receive and Confirm Part on Repair
Order dialog box which allows you to receive an
individual part and confirm its usage on an open
repair order or orders. This dialog box is described
later in the chapter.
Fax
Allows you to fax a copy of the PO to the vendor.
Print
Allows you to print, or print preview, the PO.
Option
Description
Add
Opens the Add Part to Purchase Order dialog box.
This dialog box is described later in the chapter.
Edit
Opens the Edit/Receive Parts for Purchase Order
dialog box. This dialog box is described later in the
chapter.
Delete
Allows you to delete a selected item from the
purchase order.
Done
Closes the Purchase Order Worksheet.
Once you have finished working in the Purchase Order Worksheet, select Done to save
the Purchase Order. A Purchase Order number is automatically assigned.
Receiving Parts
The Purchase Order Worksheet is where you receive parts into the program. You can
choose to Receive All parts, or to Receive Parts to a Repair Order.
Receive/Receive All Selecting Receive or Receive All in the Purchase Order
Worksheet opens the Receive All Parts - Options dialog box.
Receive All Parts - Option
Click on a part and choose Receive to receive a single part or choose Receive All to
receive all parts.
Two options are available:
• Receive parts to Repair Orders when possible - this option instructs the program
to scan open repair orders for ordered items. When ordered parts are found, the
Receive and Confirm Part on Repair Order dialog box (described later in this
chapter) allows you to receive and confirm parts to a repair order.
Purchase Orders
• 285
•
•
•
• Create an Inventory record for parts received that are not in Inventory - this
option instructs the system to create a new inventory record, using information
from the purchase order, for those parts not currently in inventory. Do not select this
option if there are parts on the order for which you do not wish to have an inventory
record (e.g. supplies).
Make the appropriate selection(s) and choose OK to receive parts. Depending upon
your selection(s), additional dialog boxes may display.
Receive Parts to a Repair Order This option instructs the program to scan open
repair orders for ordered items. When ordered parts are found, the Receive and
Confirm Part on Repair Order dialog box allows you to receive and confirm an
individual part to a repair order.
To Receive and Confirm a Part on a Repair Order:
1
In the Purchase Order Worksheet grid, select the Part Number you want to receive
and confirm.
2
Select Receive. In the Receive All Parts - Options dialog box, choose the Receive
Parts to appropriate Repair Orders when possible setting.
The Receive and Confirm Part on Repair Order dialog box displays.
Receive and Confirm Part on Repair Order
The grid displays all open repair orders which have a requirement for the purchased
item.
•
•
•
286 •
Chapter 12
3
Double-click your mouse pointer in the selection box in the Tag field for each order
for which you wish to receive and confirm parts.
OR
Choose order(s) with your mouse pointer, or up and down arrow keys, and select Tag
to Receive and Confirm.
4
Select OK.
You are asked to confirm your request.
5
Select Yes.
The parts are received and confirmed on the applicable order(s).
Comment Lines for Purchase Order
The Comment Lines for Purchase Order dialog box allows you to add comments to
your purchase orders. You can also view and edit existing notes in this dialog box.
To add Comment Lines to a Purchase Order:
1
Select the Comment button in the Purchase Order Worksheet.
The Comment Lines for Purchase Order dialog box displays.
Comment Lines for Purchase Order
2
Choose whether Internal Notes (for use of your shop only) or Notes to be included
on PO (printed on the purchase order).
3
4
Type in the text of your note.
Select OK.
The note is added to the PO.
Purchase Orders
• 287
•
•
•
Add/Edit Part on Purchase Order
This dialog box allows you to add an item to a Purchase Order or to edit a part that is
already on a Purchase Order. You can also receive parts into inventory using this
dialog box.
To add/edit a part on a Purchase Order:
1
Select Add in the Purchase Order Worksheet to add an item to a purchase order.
OR
Click your mouse pointer on an item and select Edit in the Purchase Order Worksheet
to edit a purchase order item.
Depending upon your selection, the Add Part to Purchase Order or Edit/Receive Parts
to Purchase Order dialog box displays.
The Add Part to Purchase Order and Edit/Receive Parts to Purchase Order are identical
except that some fields in the dialog box may not be available depending upon whether
you are adding or editing a part.
2
Enter/Edit information in the dialog box as necessary. Certain fields in the dialog box
may not be available for editing depending on whether you are adding or editing a part.
Edit/Receive Parts for Purchase Order
•
•
•
288 •
Chapter 12
The dialog box contains the following fields:
3
Field
Description
Part No.
The part number of the item.
Part Code
The part code of the item.
Description
The description of the item.
Qty. to Order
The order quantity of the item.
Current Cost
The current cost of the item.
Extended Cost
The extended cost of the item.
Inventory Part
Selecting this option while adding a part to a
purchase order indicates that you would also like to
add the part to your Inventory List.
Last Cost
The last cost at which you purchased the part.
On Hand
The quantity of the part that is in inventory.
On Order
The quantity of the part that is on order on all open
POs (including the one with which you are currently
working).
Re-Order Point
The point below which an order is indicated.
Stocking Level
The inventory level to which the order should build.
Received
The quantity that has been received on the PO.
Back Ordered
The quantity of the item that is on back order.
Cancelled
The quantity of the item that has been cancelled.
Notes
This field allows for the free-form entry of text (50
characters) for internal (shop) use. This text will not
appear on the printed purchase order.
Qty Received
(To Date) Quantity of the item that has been
received.
Qty Remaining
(On Order) Quantity of the item that has not been
received.
The Inventory Button opens the Inventory List, allowing you to add an inventory item
to your purchase order.
Purchase Orders
• 289
•
•
•
When you select an item from the Inventory List, the fields of the dialog box fill in
automatically.
4
Select OK to accept your input.
Summary
This chapter described the various options that are available for generating and
working with purchase orders.
•
•
•
290 •
Chapter 12
Chapter 13
Marketing
••••••
Introduction
Management System provides you with a number of ways to reach out to your
customers. You can set up Promotions in the form of Packages (parts and labor
operations grouped together and sold at a discounted price) and Discount Coupons (a
flat dollar or percentage discount to the parts or labor on an order). Marketing Data can
be gathered on your customers including referral information, customer work
information, and customer personal information. The Mail Merge capability allows
you to set up targeted mailings of post cards and letters to your customers.
Promotions
The Select Package dialog box provides options for adding packaged parts and labor
operations to orders. This dialog box is opened by selecting the Promotions icon in the
Order screen.
Promotions (Tires displayed)
•
• 291
•
•
•
The tabs on this dialog box work like a card file. Click on any tab to move the selected
panel to the forefront of the dialog box.
UPGRADE NOTE: If you are upgrading from a previous software version of
Management System you must run Import Jobs from the Utilities menu to get the
sample brake packages. Refer to “Import Jobs” in Chapter 4, “Utilities,” for details.
The following sections describe each of the five panels.
Tires
The Tires panel of the Select Package dialog box allows you to add parts and labor
packages for tire replacements.
Tires
You can sort the grid area by Tire Size, Description, or Price.
To add a tire replacement package:
1
•
•
•
292 •
Chapter 13
Open the Tires panel of the Select Package dialog box, if not already open.
2
Search Inventory for the desired Tire. To do this, just click on the Search button. To
narrow your search by Tire Size or Description, enter a value into one of these fields
and click Search.
Note on Searching for Tires: Tires are designated in the Add/Edit Part dialog
box selected via the Add or Edit commands in the Inventory List. Only those items
designated by a mark in the Tires check box in the Add/Edit Part dialog box will
be located in a Tires search. See Add/Edit Part on page 261.
Double-click on the desired Tire or click the tire and choose OK.
3
The Tire Package Selection screen displays.
Tire Package Selection
4
Choose a Quantity of tires. (Note that the package pricing changes with the quantity
selected.)
5
Pick a Package. Choices are Tire Only, Tire and Mounting only, Platinum, Ultra
Platinum, or Lifetime package.
6
Click OK to add the package to the order
Brakes
The Brakes panel of the Select Package dialog box allows you to add parts and labor
packages for brake servicing.
Marketing
• 293
•
•
•
To add a brake servicing package:
1
Open the Brakes panel of the Select Package dialog box. (Select Promotions from the
Order screen, and then choose the Brakes tab.)
The Brakes panel of the Select Package dialog box displays.
Select Package (Brakes)
2
3
Choose any combination of Front and Rear Disc and Drum Brakes.
4
Click the OK button to add the package to the order. A dialog box asks you to confirm
your selection.
Choose between Silver, Gold, and Platinum packages. Note that the package pricing
changes with the package and brake combination selected.
OR
Click a different tab to switch to another of the Select Packages panels.
LOF
The LOF panel of the Select Package dialog box allows you to add Lube, Oil, and Filter
packages.
•
•
•
294 •
Chapter 13
To add an LOF package:
1
Open the LOF panel of the Select Package dialog box. (Select Promotions from the
Order screen, and then choose the LOF tab.)
Select Package (LOF Tab)
2
3
Click on the Lube, Oil, and Filter package you want to add to the order.
Click the OK icon to add the package to the order
OR
Click a different tab to switch to another of the Select Packages panels.
Marketing
• 295
•
•
•
Packages
Packages are parts and labor operations which are grouped together and sold for a
(usually discounted) single price. The Packages tab allows you to add packages to
orders.
Packages
To add a package to an order:
1
Open the Packages panel of the Select Package dialog box. (Select Promotions from
the Order screen, and then choose the Packages tab.)
2
Choose the Package you want to add to the order.
NOTE: You can use the View All, Current, or Expired option buttons at the top of
the panel to filter the packages displayed.
3
Click OK.
A dialog box asks you to confirm your selection.
4
•
•
•
296 •
Chapter 13
Click Yes to add the Package to the order.
Discounts
Discount Coupons apply a flat dollar amount or percentage discount to the parts and/or
labor on an order.
Discounts
To add a discount to an order
1
Open the Discounts panel of the Select Package dialog box. (Select Discounts from
the Order screen, and then choose the Packages tab.)
2
3
Choose the Discount you want to add to the order.
Click OK.‘
NOTE: You can use the View All, Current, or Expired option buttons at the top of
the panel to filter the packages displayed.
A dialog box asks you to confirm your selection.
Click Yes to add the discount to the order.
Marketing
• 297
•
•
•
Marketing Data
The Marketing Data dialog box is where you collect information about your customers
for use in selectively marketing your products and services. Presently, this data can be
used for reference purposes only. It is anticipated that future releases of the program
will provide a capability to target mailings and postcards based upon the marketing
data collected in this dialog box.
The Marketing Data dialog box is opened by selecting the Market button in the
Customer screen.
Marketing Data
The Marketing Data Dialog box is divided into three sections:
• Referral Information
• Customer Work Information
• Customer Personal Information
Referral Information
The Referral Information portion of the dialog box is where you collect information
about how the customer found out about your shop. You are able to select up to two
referral sources for each customer.
To enter a referral source:
•
•
•
298 •
Chapter 13
1
Select a referral source from the Referral #1 pull-down choice list. The referral source
becomes a part of the customer record.
2
Repeat for a second referral source, if desired.
Referral Setup The Referral Setup dialog box is where you maintain a choice list of
referral sources for the Marketing Data dialog box. The choice list should include all
regular sources of referral business (other shop, newspaper ad, etc.).
Select the Referral Setup button to open the Referral Setup dialog box.
Referral Setup
You can add, edit, and delete referral descriptions in this dialog box.
To add a Referral Description:
1
In the Referral Setup dialog box, select Add.
The Enter Information dialog box appears.
2
3
Type in a Referral Description.
Select OK.
The new Referral Description appears in the grid area of the Referral Setup dialog box.
To edit a Referral Description:
1
2
In the Referral Setup dialog box, click on the Referral Description you want to edit.
Select Edit.
The Enter Information dialog box displays the current Referral Description.
3
4
Overtype the current Description.
Select OK to save your change(s).
To delete a Referral Description:
1
In the Referral Setup dialog box, click on the Referral Description you wish to delete.
Marketing
• 299
•
•
•
2
3
Select Delete. A dialog box directs you to confirm your deletion.
Select Yes to delete the Referral Description.
Customer Work Information
This is where you add or edit administrative information (Company Name, Address,
etc.) about where the customer works. To add work information simply type the
appropriate entries in the text entry fields. To edit a work information field, simply
overtype the current entry with new information.
Customer Personal Information
You can enter customer's Date of Birth and select from among seven (7) Marketing
Groups. These groups, set up in Group Setup, can be defined in any way that you might
find useful.
Followup Letters and Postcards
Followup Letters and Postcards merge text that you set up in the Followup
Postcards/Letters Setup dialog box with Customers/Vehicles selected from your
Customer/Vehicle database.
• Followup Postcards can be used to maintain postal reminders, recommendations,
and announcements to customers, such as “Thank You” postcards, etc. Follow-Up
Postcards, are formatted to print out on a standard 3"x 5" card.
• Followup Letters are simple letters consisting of your shop's name and address, the
customer's name and address, and text you enter in the FollowUp Letters Setup
dialog box.
The program allows you to target those customers you most want to reach with
pinpoint accuracy. For example, you could select only those customers who haven't
had their brakes serviced in the last two years for a brake special. Or you could mail
thank-you cards to all of the customers who visited your shop last week. These are only
a couple of examples—literally thousands of targeting possibilities exist.
The following sections describe how to query the database for records to create a
followup letter or a postcard.
Letters and Postcards Setup
Followup Letters and Postcards must be set up before you can process a mail-merge
request. The Followup Postcards and Letters dialog box is opened by selecting
Followup Postcards/Letters in the Standard Descriptions dialog box.
The procedure below assumes that your postcard, or letter, has already been set up.
Refer to Chapter 3, “Shop Setup” for complete details on setting up postcards and
letters.
•
•
•
300 •
Chapter 13
Creating a Followup Postcard or Letter
The following procedure describes the steps necessary to create a follow-up letter or
postcard. The basic steps are that you select the Follow-up document (letter or
postcard) in the Report Selections dialog box, then you select the records you want to
work with in the Followup dialog box.
To create a Follow-up Postcard or Letter:
1
Select Reports from the Button Bar.
The Report Selections dialog box displays.
Follow Up Report Selections
2
Select the Followup tab to display available postcards, followup and mail merge
letters.
Available letters and postcards are displayed. Followup Letters are prefaced by the
initials “FL,” Mail Merge letters are prefaced by the initials “MM,” and Postcards are
prefaced by the initials “PC.”
3
Select the name of the Followup letter or Postcard you wish to use. (If you need to add
a letter or postcard, refer to Follow-up Postcards and Letters Setup in Chapter 3, “Shop
Setup.”)
4
(Optional) Select Report to Screen or Report to Printer, select a Printer, and/or
specify the number of copies to print.
5
Select Print.
Marketing
• 301
•
•
•
The Followup dialog box displays.
Followup Dialog Box - History
Followup Dialog Box
The Followup dialog box is where you determine which customers you will select for
a mail-merge letter or postcard. The Followup dialog box displays automatically
whenever you select a mail merge letter or postcard in the Follow Up Letters and
Postcards dialog box and then choose to Print.
The Followup dialog box consists of five (5) panels:
• The History panel is where you select the types of customers that you want to
include in a search of Order History.
• The Customer panel allows you to choose individual customers to add to your list.
• The New/Inactive panel allows you to to run queries to locate new customers or
inactive customers.
• The Recommend panel allows you to choose customers for which there are
recommendations for followup correspondence.
• The Inspections panel allows you to choose customers for which inspections are
indicated for followup correspondence.
• The View List panel allows you to look at the results of the list that you have
developed, remove customers if desired, and print your mail merge request.
•
•
•
302 •
Chapter 13
History Panel The History panel is the first panel in the Followup dialog box to
display when you select a letter or postcard in the Followup Letters and Postcards
dialog box and then choose to Print. To conduct a history search, you set up search
criteria and then choose Search.
To conduct a History search:
• Set up search criteria and select Search. The available search options are described
below.
The View List panel displays the results of your search request.
The following search options are available:
Option
Description
Service Date From
Choose the range of service dates in vehicle history
for which you wish to find Customers or Vehicles.
Type or select a beginning range in the From field
and an ending range in the To field.
Category
Select the Category of repairs from the pull-down
choice list.
Select for Customer/
Vehicle
Choose whether you want to conduct a database
search based upon Customer or Vehicle. Note that
if you choose a Vehicle search you may generate
multiple records for the same customer.
Selection Option
Buttons
Allows you to choose records by Customer or by
Vehicle.
Selection Method
Allows you to choose whether to include or exclude
customers/vehicles in your search based upon the
Selection Criteria you have entered above. Click the
down arrow to display a list of options.
Vehicle Make
Choose the Make of vehicle you want to include in
your search, or alternately, to exclude vehicles in
your search. Option buttons to the right of the field
allow you to choose “This Make Only” to conduct a
search for a specified vehicle make only, or choose
“Exclude this Make” to conduct a search for all but
the selected vehicle make.
Marketing
• 303
•
•
•
Option
Description
Zip Code
Type or choose the Zip Code you want to include in
your search, or alternately, to exclude Zip Codes in
your search. Choose the “This Zip Only” option
button to conduct a search for customers/vehicles in
the specified zip code only, or choose “Exclude this
Zip” to conduct a search for customers/vehicles in all
but the selected zip code.
Mileage Since Service Type in the number of miles since the vehicle was
last serviced. Management System performs a
calculation based upon the date that the vehicle was
last serviced, the odometer reading at the time, and
the amount of time since the last service date.
Choose the “Include if greater” option button to
search for vehicles that have gone more than the
specified number of miles since the last visit or
choose “Include if less” to search for vehicles that
have gone less than the specified number of miles
since the last visit.
For example, let's say that a customer visited the
shop on January 1 with an odometer reading of
1,000 and again visited the shop three months later
on March 1 with an odometer reading of 3,000.
Management System calculates that the vehicle
averages 1,000 miles a month. Nine months later,
you conduct a history search for vehicles with
greater than 10,000 miles since the last visit. Since
the calculated mileage for the example vehicle is
9,000 (9 months times 1,000 miles/mo.), the
example vehicle is excluded.
•
•
•
304 •
Chapter 13
Customer Panel The Customer panel allows you to select individual customers or
companies and add them to your mail merge list.
Followup Dialog Box - Customer
Simply type in the Customer ID, if known, or choose the Company or Name button
to display the Customer/Company List from which you can make selections. Once you
have made each selection, choose Add. A dialog box informs you that the customer
has been added to the list. The Records Selected total increments by one.
Select OK to add the customer to the list. Once you have added all customers, select
the View List tab to display the customers, and their vehicles, that you have selected.
Marketing
• 305
•
•
•
New/Inactive Customer Panel The New/Inactive Customer Panel allows you to
run queries to locate new customers or inactive customers.
Followup Dialog Box - New Inactive Customer
To find "New" customers:
• ·Choose the New Customers based on first Invoice date option and pick the date
range in the bottom part of the dialog box. Click the Include previously printed
and marked New Customers whose first invoice falls within the selected date
range check box to include customers who have previously been included in a
printed New Customer query. Leave this check box blank (unselected) to exclude
customers within the date range that have been part of a previous print run. Click
Search to locate the records of those customers you have defined as "New
Customers"
To find "Inactive" customers:
• ·Choose the Customers whose last invoice falls within the selected date range
option and select the date range in the bottom part of the dialog box. Click Search
to locate the records of those customers you have defined as "Inactive."
•
•
•
306 •
Chapter 13
Recommendations Panel The Recommendations panel allows you to select
customers for which there are Recommendations to be added to your Followup List.
Followup Dialog Box - Recommendations
The following selection options are available:
Selection Criteria
The fields in this area of the dialog box allow you to specify the Service Date—the
range of service dates in vehicle history for which you wish to find Customer/Vehicle
records with recommendations and the Category of repair work for which you wish to
search. A check box allows you choose to print recommendation text.
Selection Filters
Selection filters allow you to include or exclude records based upon your choices of
Vehicle Make or Zip Code. Use the option buttons to the right side of each selection
field to include or exclude records based upon your selection.
Once your selection criteria is complete, select Search to scan the vehicle history file
for matching records. The View List panel displays the results of your search.
Marketing
• 307
•
•
•
Inspections Panel The Inspections panel allows you to select customers for which
inspections have come due for follow up correspondence.
Followup Dialog Box - Inspections
The following selection options are available:
Selection Criteria
The fields in this area of the dialog box allow you to specify the Service Date -- the
range of service dates in vehicle history for which you wish to find Customer/Vehicle
records with inspection dates.
Selection Filters
Selection filters allow you to include or exclude records based upon your choices of
Vehicle Make or Zip Code. Use the option buttons to the right side of each selection
field to include or exclude records based upon your selection.
Once your selection criteria is complete, select Search to scan the vehicle history file
for matching records. The View List panel displays the results of your search.
•
•
•
308 •
Chapter 13
View List Panel The View List panel displays automatically as a result of a history
search or whenever you select the View List tab in the Followup dialog box.
Followup Dialog Box - View List
The View List panel lists the customers that you have selected in the History,
Customer, Recommend, and Inspections panels. The following options are available:
Option
Description
Telephone
Displays the Telephone number(s) of the selected
customer.
Clear List
Clears the list, allowing you to generate a new list.
Delete
Deletes the selected customer from the View List.
Print
Selecting Print sends the postcard or letter request
to the screen, or the printer, depending upon your
choice in the Report Selections dialog box.
You can move back and forth between the View List and the History and Customer List
panels to add additional customers to your list. Once you have finished, choose Print
to process your request. If you are processing a request for a postcard, the Printing
Postcards dialog box displays. If you are processing a request for a mail-merge letter,
Microsoft Word opens allowing you to edit or print your letter.
Marketing
• 309
•
•
•
Printing Reports/Postcards The Printing Reports/Postcards dialog box displays
as the result of a Print request in the Followup Dialog Box.
Printing Reports
• The Print Letters/PostCards and Print Labels settings allow you to print one side
of the post card and then printing mailing labels for placement on the other side.
(See Printing Mailing Labels for a procedure for printing mailing labels.)
• The Print Customer List selection allows you to print a list of all the customer
records generated by your query. After this selection, the Sort Customer List dialog
box allows you to sort the customer records for your printout.
• The Restart Interrupted Print job field allows you to restart a print run that has
been aborted due to a printer problem or for some other reason. Simply enter the
last name of the last customer to correctly print and the run will restart with the
following customer.
EXAMPLE If you were printing a postcard run that was stopped at the post card
for “Johnson” because the printer ran out of paper, you would enter “Johnson” in
this field.
NOTE If you choose to print a Customer List you will be prompted to choose the sort order
for your printout. Choose the order you’d like to sort on and click Print.
•
•
•
310 •
Chapter 13
Once you have made your selections in this dialog box, select OK to begin your print
run. The following figure displays a completed followup letter.
Completed Followup Letter
Mail Merge Letters
The program's Mail Merge feature allows you to merge information from your
database into a document you have created and formatted in Microsoft® Word.
NOTE: Mail merging in any program can be an inherently complicated task. The
information in this section is provided to help you learn mail merge setup activity
specific to the task of Mail Merging in Management System. This information does
not replace the detailed information on mail merging that is provided in the
Microsoft Word User's Guide and the Word online help system.
If you are not experienced in mail merging, it is highly recommended that you
study these information sources before attempting to create a mail merge
document.
To run mail-merge, you must have the following software installed on your computer:
• ShopKey Management System/Service Writer
• Microsoft Access 97.
• Microsoft Word 2000.
Marketing
• 311
•
•
•
The following procedure describes the steps necessary to set up and run a mail-merge
request.
To create and print a mail-merge document:
1
Select Reports from the View menu.
The Report Selections dialog box displays.
2
Select the Follow Up tab to display available postcards and letters.
Report Selections
3
•
•
•
312 •
Chapter 13
Double-click on an existing letter or postcard. It doesn't matter which letter or postcard
you pick, it is necessary to perform a search in order to populate the database before
WORD will allow the preparation of the merge document.
The Followup dialog box displays.
Followup
4
Perform a search to generate some records. Again, the only purpose of this request is
to populate the database for you to generate a mail-merge document in WORD. The
actual results of the search don't matter so long as some records are found. Refer to the
Followup dialog box section earlier in this chapter, if necessary, for instructions on
generating a followup request.
5
Open WORD 2000.
Marketing
• 313
•
•
•
6
From the WORD Tools menu, select Mail Merge to open the Mail Merge Helper
dialog box.
Mail Merge Helper
7
Select Create and then Form Letter and then select to use the Active Window, which
should be an empty document.
Use Active Window?
Select New Main Document if you already have a document open.
•
•
•
314 •
Chapter 13
8
From the Mail Merge Helper dialog box, select Get Data and then Open Data Source.
Mail Merge Helper
The Open Data Source dialog box displays. Change the file type to MS Access
Databases and locate the database. The database is located in the \MDB subdirectory
(C:\Snap-on\SKSM(x)\mdb\ by default).
9
Highlight SKCORE32 and click Open.
The Mail Merge Helper dialog box displays.
10 Click on Get Data to open the Microsoft Access dialog box. Select the Queries tab,
select MailMerge2 from the displayed list and click OK.
Microsoft Access
Marketing
• 315
•
•
•
WORD responds with a message that no merge fields were found in the document.
No Merge Fields Found
This is true since it is still blank.
11 Select the Edit Main Document option.
You are presented with the blank WORD document screen with an additional toolbar
that starts with Insert Merge Field. You can combine text with any of the merge fields
provided in the list provided when Insert Merge Field is selected.
12 Complete the document, adding Merge fields and text as desired.
13 Once edits are complete, save the document in WORD 2000 format. Do not save the
document in any other format (WORD 6, for example). The name you use must not
have any embedded blank characters and the directory structure you save in must not
have any spaces.
14 Close WORD.
15 Back in the Management System program, select Followup from the Standard
Descriptions dialog box (selected from the Setup menu).
•
•
•
316 •
Chapter 13
The Followup Postcards and Letters dialog box displays.
Followup Postcards and Letters
16 Choose the Mail Merge Letters option button in the Pick FollowUp Type control
group.
17 Choose Add.
The Add New Mail Merge Letter dialog box displays.
Add New Mail Merge Letter
Marketing
• 317
•
•
•
Fill in the fields of the dialog box:
Field
Description
Letter Name
The name for the mail merge letter. This is the name
that will be used within the Management System
program selection lists to identify the letter.
Mail Merge Document
Use the Browse button to look for and select the full
path and file name of the mail merge document you
just created. Alternatively, you can type in the path
and file name.
Microsoft Word
Location
Use the Browse button to look for and select the full
path and file name of the Microsoft Word program
executable file (WINWORD.EXE).
Mail Merge Macro
Leave this field empty.
18 Click Done to close the Followup panel.
The WORD location and Mail Merge macro are saved. You are returned to the
Followup Postcards and Letters dialog box with your new letter added to the list.
19 Click OK again to close the Followup Postcards and Letters dialog box.
Setup is now complete. The following steps are required to generate and run the mail
merge.
20 Select Reports from the View menu.
The Report Selections dialog box displays.
21 Select the Follow Up tab, if not already selected, to display available postcards and
letters.
Report Selections
•
•
•
318 •
Chapter 13
22 Click on the mail-merge document and choose Print.
The Followup dialog box displays.
Followup
23 Create the desired customer list by using the History, Customer, Recommendation,
and/or Inspection screens. Refer to the Followup dialog box section earlier in this
chapter, if necessary, for instructions on generating a followup request.
24 When the list has been prepared, select Print.
25 Click on the Merge to Printer icon to print all.
NOTE: Each time the mail-merge macro is run, a copy of WORD will be opened.
Be sure to shut down WORD when the printing of your mail-merge document has
been completed.
Summary
This chapter described the many ways that the program offers to get to know your
customers better and to reach out to promote your products and services.
Marketing
• 319
•
•
•
•
•
•
320 •
Chapter 13
Appendix A
Customer Service
••••••
Who to Call for Help
ShopKey Technical Support
1-800-944-3877
General ShopKey Information
1-800-944-3877
Questions & Answers
What do I do if I have a question about my account; billing status or other
ShopKey products?
Call us at 1-800-944-3877.
What do I do if I have a software or hardware problem?
If you have a software or hardware related problem (installation or configuration
problems, error messages on the screen, etc.), please call us at 1-800-944-3877.
What do I do if I have a mechanical estimating labor time or part number
problem?
Call us at 1-800-944-3877.
What do I do if I have suggestions for improving future releases of ShopKey’s
electronic products?
If there are certain topics or types of information that you would like to see covered,
or any options or functions you would like us to improve, please fax us at 1-800-9443877.
Hours of operation for customer service information:
ShopKey Support is available Monday through Friday, 6:30 A.M. to 4:30 P.M., Pacific
Time. We are closed on the weekend and major holidays.
•
• 321
•
•
•
•
•
•
322 •
Appendix A
Appendix B
Backup
••••••
Overview
Backups protect against data loss due to a disk crash, fire, theft, software/hardware
failure, accidental deletion, or power fluctuations. Periodic backups provide insurance
against the inconvenience and high reconstructive costs associated with data loss.
Management System features Automatic Backups. This feature prompts you to
automatically back up your data at pre-defined intervals (program startup, shut-down,
or end of day) and then copies the files you need to restore your database to a location
you specify.
Automatic Backups
You can set up the program to perform automatic backups at a defined interval in the
Default Settings panel of the Shop Data dialog box.
Default Settings
•
• 323
•
•
•
You can choose to backup at Program Startup, Program Exit, or at End of Day. You
also set the backup location. See “How Backups Work” below for information on
setting a backup location.
Once backups are enabled and a backup is indicated, a dialog box asks if you want to
backup.
Backup Database?
Select Yes to begin the backup.
How Backups Work
The automated backup program creates a rotating set of seven (7) compressed .zip
files; one for each time a backup is performed. These files can be used (normally with
the help of ShopKey’s Technical Support department) to restore your database.
The files are saved in a \BACKUP directory in the directory you set in the Default
Settings dialog box. The naming convention for the files is:
d[x].zip
Where [x] represents the day of the week the backup is performed (d1.zip = Sunday,
d2.zip = Monday ... d7.zip = Saturday). When a new backup is created, the previous
backup for that day of the week (if there is one) is overwritten.
The backup function is workstation specific. You can set each workstation to make its
own backup copy of the database.
NOTE: Although you can back up your data to a different location on your hard
drive, this is not recommended as this will not protect your data in the event of a
hard drive failure. ShopKey recommends that you always back up your data to an
external source such as a ZIP drive, or to multiple workstations on a network, if
operating in a multi-user environment.
Although there are a number of reliable external backup solutions, we
recommend the Iomega™ ZIP drive as a dependable, easily configurable backup
source that has been fully tested by our engineering staff.
•
•
•
324 •
Appendix B
Restoring Your Database
Management System stores backup files in a compressed .zip format. Third-party
software is required to extract (“unzip”) these files. PKZIP and WINZIP are two
programs, available as shareware, that you can use to restore your database. You can
download these programs from www.pkware.com or you can purchase from your local
software retailer.
NOTE: Windows XP comes with its own zip software.
Contact ShopKey Technical Support if you need help restoring your database.
Multi-User Backups
If you are using a multi-user version of the program, each workstation can maintain its
own copies of the backup files. Simply set the location to the workstation’s hard drive
(normally C:\). The backup will then be automatically be performed in a \BACKUP
subdirectory on the workstation.
There is no limitation as to how many workstations you can back up to and as a general
rule, the more backups you make, the higher your level of protection.
Files
Management System data files that must be backed up are contained in the directory:
C:\Snap-on\SKSM(x)\mdb\, or
C:\Snap-on\SKSM(x)\mdb\,
These files are automatically backed up by the autobackup program and are listed
below for reference purposes only:
SKCORE32.MDB
LASTUSED.DAT
NOTE: This list represents the most current file structure. Refer to the Readme
First document for any changes to the list.
Recommended System
Although there are a number of reliable external backup solutions, ShopKey
recommends the Iomega ZIP® drive as a dependable, easily configurable, costeffective backup source that has been fully tested by our engineering staff.
Backup
• 325
•
•
•
ZIP disks are small and portable, making them highly suitable for off-site storage. For
an extra measure of protection, it is recommended that you store your backup disks in
a fire-proof safe or take them home with you. This will protect you in the event of a
fire or theft.
What is a Zip File?
Zip files contain other files that are archived into one compressed file. Zip files make
it easy to group files and make transporting and copying these files faster.
How can I restore my database from a Zip file? If you elect to use the internal
backup that creates Zip files, you will need to obtain a third party software package
that can decompress the backed-up file. Recommended software packages are
PKUNZIP® or Winzip®. ShopKey can offer only limited support on either program.
NOTE: Windows XP comes with its own zip software.
Summary
This chapter provided a discussion of how to perform backups in the program.
•
•
•
326 •
Appendix B
Appendix C
Importing Data Into Mgt. System
••••••
Overview
The Import Utility allows you to import Customer, Vehicle, and Vendor information
from a correctly structured Microsoft Access 2000 database into Management System.
The Database Creation Utility allows for easy entry of information in Management
System.
Installation
The Import and Database Update utilities are installed via their own installation
program. These utilities are not installed as part of the regular Management System
installation.
To install the Import/Database Update Utilities:
1
Browse your Management System CD for the Update Utility. The file is located at:
x:\utils\tools\import\setup.exe
Where "x:\" is the location of your CD drive.
NOTE: You can browse your CD from the Installation screen or choose Run from
the Windows Start menu.
2
Click OK. Follow the onscreen prompts to complete the installation. You will be given
a choice of installing the Complete Import Utility Package or just the Manual Entry
Utility. ShopKey recommends that you install the complete package.
•
• 327
•
•
•
Importing Records Into Management System
The Shop Management Import Utility dialog box allows you to import Customer,
Vehicle, and Vendor data into Management System. This information may be in the
form of a properly structured Access 2000 database of information from another
program or may be an import of data you input via the Database Creation Utility
(page 331).
To Import Records into Management System:
1
Select Start/Programs/Snap-on/Import Utility (or Program Group where you
installed the utility).
The Shop Management Import Utility dialog box displays.
Shop Management Import Utility
2
Browse for the Import Database. If you have entered information via the Database
Creation Utility, the database will be C:\Snap-on\SKSM(x)\Shop Management Import
Utility Package\Import.mdb. If you are not using the Import.mdb database, it must be
structured as specified in the Database Structure section on page 329.
3
Select the Export Product from the pull-down list. This is the version of Management
System you want to add records to.
4
Select the Overwrite existing records check box, if desired. If Overwrite is selected,
all existing records that have a matching import record will be replaced, otherwise,
duplicate records will be unaffected.
NOTE: Select Overwrite if you want to replace matching records in your
Management System database. Leave this checkbox blank if you don’t want to
replace any records.
•
•
•
328 •
Appendix C
5
Click OK.
The Import Status dialog box displays the number of different types of records the
import process will update.
Import Status
6
Click Start Import to begin the import process.
Database Structure
A properly structured Microsoft Access 2000 database is required for input using the
Import Utility. The following tables detail the structure. A blank Import.mdb database
is located at: C:\MITCHELL\REPAIR\Shop Management Import\Import.mdb
Vendors
Field
Code
Name
Contact
Address
City
State
Zip
Phone1
Phone1Ext
Phone2
Phone2Ext
Type/Size
Text [8]
Text [31]
Text [31]
Text [40]
Text [25]
Text [20]
Text [10]
Text [15]
Text [5]
Text [15]
Text [5]
Required
Yes
Yes
No
No
No
No
No
No
No
No
No
Default
Notes
This must be a unique field
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Importing Data Into Mgt. System
• 329
•
•
•
Inventory
Field
Type/Size
Required
PartNo
Text[20]
Yes
Default
PartDesc
Text[50]
Yes
Cost
List
Taxable
Double
Double
Integer
No
No
No
0
0
0
Category
Text[25]
No
Blank
Comment
MfgCode
Memo
Text[6]
No
No
Blank
Blank
MfgName
Text[30]
No
Blank
Tire
Integer
No
0
TireSize
Text [20]
No
Blank
OnHand
PartLocation
VendorCode
RestockQty
OrderPoint
CoreCost
CoreSale
Double
Text[30]
Text[8]
Double
Double
Double
Double
No
No
No
No
No
No
No
0
Blank
Blank
0
0
0
0
Title
Text [15]
No
Blank
FirstName
Text [20]
No
Notes
PartNo & PartDesc must be
unique.
PartNo & PartDesc must be
unique.
Set to 1 to make inventory
item taxable, non-taxable set
to 0.
Part Category. This will fill the
Category table.
This will fill the Manufacturer
table.
This will fill the Manufacturer
table.
Must be 0 for not a tire item or
1 for tire inventory record.
If the Tire field is set to 1,
enter a tire size here.
Lookup for the Vendor Table.
Customer
•
•
•
330 •
Appendix C
This field must match what is
in the CustTitle table, the
current default values are as
follows: Mr., Ms., Miss, Mrs.,
Dr., Rev., Sgt., Captain
LastName
Spouse
Company
Address
City
State
Zip
Text [20]
Text [20]
Text [30]
Text [40]
Text [25]
Text [20]
Text [10]
EmailAddress Text [50]
Phone1
Text [15]
Phone1ext
Text [5]
Phone2
Text [15]
Phone2ext
Text [5]
Year
Text [4]
Make
Text [14]
Model
Text [40]
License
Text [10]
Odometer
Long
Vin
Text [30]
*
No
*
No
No
No
No
No
Blank
Blank
Blank
Blank
Blank
No
No
No
No
No
No
Blank
Blank
Blank
Blank
Blank
Blank
Blank
NOTE: Either the customer's LastName or the Company name must be filled in
for a record to be imported.
A sample database is provided in a zip file (SAMPLE.ZIP) in the
\UTILS\TOOLS\IMPORT\DOCS\ directory on your CD.
If you are manually populating the IMPORT.MDB file, the process may be easier if
your source file is a comma delimited file and you use Access 2000 “Get External
Data” function.
Using the Database Creation Utility
The Database Creation Utility allows you, or a data entry person, to quickly create a
shop database or add information to your existing shop database. All information is
saved to the Import.mdb database which can then be imported into Management
System using the Database Import procedure described in the previous section.
Importing Data Into Mgt. System
• 331
•
•
•
Using the Database Creation Utility to add Information into Management
System:
1
Select Start/Programs/Mitchell Repair/Shop Management Entry Screens.Exe.
The Shop Management Entry Screens dialog box displays
.
Record Entry Type
2
Choose a Record Entry Type and then Enter Information. You can choose between
forms for Customer, Inventory, or Vendor.
Record Entry Form - Customer and Vehicle Info.
•
•
•
332 •
Appendix C
3
Enter information in the data entry forms. The following options are available for
working with data records.
Option
Description
Next
Move to the next record in the database.
Previous
Move to the previous record in the database.
New Customer
Clear all entries in the edit box in preparation for a
new record entry.
Save Customer and
Add Another Vehicle
Saves a record to the database and clears the edit
boxes in the Vehicle Information section. Also this
button will allow you to change a record that is
displayed in the dialog box.
Save Customer
Saves a record to the database and clears all edit
boxes on the dialog. Also this button will allow you
to change a record that is displayed in the dialog
box.
Exit
Exit the dialog box and return to the Shop
Management Entry Screens dialog box.
Delete Customer
Delete the record shown in the dialog box.
All information is written to the Import.mdb database, where it can then be imported
into Management System via the Import procedure described in the “Importing
Records Into Management System” section, beginning on page 328.
Summary
This chapter provided instructions for importing data into Management System.
Importing Data Into Mgt. System
• 333
•
•
•
•
•
•
334 •
Appendix C
Appendix D
Electronic Parts Ordering
••••••
Overview
Management System allows for the import and ordering of parts from participating
Warehouse distributors. This appendix provides setup and basic usage instructions for
using these products with Management System. Refer to the documentation that came
with the Parts Catalog CD for detailed instructions on installing and using specific
Parts Catalog software.
Setup
When opened, Management System looks for software for participating Parts
Distributors on your computer. If it finds the software, you are able to add parts to your
Management System orders and conduct price and availability checks and order parts
from linked vendors..
NOTE: You must have the software for a participating vendor already installed to proceed
to Vendor Setup.
The linked vendor setup process allows you to define the link between Management
System and a specific distributor. This link is necessary for the program to be able to
pull availability and pricing data from the distributor.
•
• 335
•
•
•
To setup a Linked Vendor for Parts Ordering:
1
Choose Vendor Setup from the Setup menu to open the Vendor Setup dialog box.
Vendor Setup
NOTE: Use the Sort By options to choose between sorting by Vendor Code or Vendor
Name.
2
Click on the Vendor you want to link to and choose Edit to open the Edit Vendor
dialog box.
Edit Vendor
•
•
•
336 •
Appendix D
3
Choose Setup Link.
NOTE: This option will be available only if you have already installed the software from a
participating distributor.
If you have more than one vendor, the Link Type Setup dialog box asks that you pick
the appropriate linked software for the distributor.
4
Make your selection and click OK.
The Vendor Link dialog box displays. Depending on the linked software program,
setup will vary. Refer to the documentation that came with your Parts Catalog software
for instructions on setting up specific Vendors.
Summary
This appendix provided general information on working with Parts Catalog software
of participating warehouse distributors. Refer to the documentation that came with the
Parts Catalog CD for detailed instructions on installing and using specific Parts
Catalog software.
Electronic Parts Ordering
• 337
•
•
•
•
•
•
338 •
Appendix D
Index
••••••
Symbols
23
A
About this User's Guide 1
Accessing Protected Functions 157
Account Classes 74
Add a New Vendor 93
Add a note to your repair lines 186
Add a Referral Description 299
Add a sublet operation 184
Add a Technician 95
Add a user 235
Add an Alternate Part Number to an
existing part 268
Add Labor to your Order 177
Add Parts and Labor to your order 208
Add Parts information to your order 179
Add/Edit Part on Purchase Order 288
Adding a New Canned Job 129
Adding a New Part Kit 124
Adding an Inventory Item 261
Adding Users 154
Adjust inventory levels for returned parts
273
Alternate Part Numbers 267
Alternate Price 269
Apply a batch payment 246
Apply Payments 249
Applying a Partial Payment 225
Assessing Late Fees 121
Associate an Attached Item 266
Attached Items 266
Auto Distribute 248
Automated Database Repair 115
Automated Repair Options 115
Automatic Backups 323
B
Backups
How They Work 324
Multi-User 325
Recommended System
Batch Payments 120, 246
Before You Begin 3
Begin an order 164
Building Repair Lines 176
325
C
Canned Jobs 128, 187
Add a Canned Job 129
Copy an existing canned job 132
Delete a canned job 133
Edit an existing canned job 132
Open the Canned Job List 128
Category Descriptions 39
Add 39
Delete 41
Edit 40
Change Customer 147
Change Protected Areas 150
Change the on-hand quantity of an
Inventory item 272
Changing Order Status/Revision 193
Changing Vehicle Ownership 147
Close an Accounting Month 274
Close an Accounting Year 275
Comment Lines for Purchase Order 287
Committing Parts 272
Complete the Order 173
Compound Tax Table 65
Confirming Parts 272
Convert the Order Pick List to a Purchase
Order 280
Converting an Estimate or Repair Order to
an Invoice 195
Converting an Estimate to a Repair Orde
193
Copying a Part 263
Copying an Existing Canned Job
131
•
•
•339
•
•
•
Index
••••••
Symbols
23
A
About this User's Guide 1
Accessing Protected Functions 157
Account Classes 74
Add a New Vendor 93
Add a note to your repair lines 186
Add a Referral Description 299
Add a sublet operation 184
Add a Technician 95
Add a user 235
Add an Alternate Part Number to an
existing part 268
Add Labor to your Order 177
Add Parts and Labor to your order 208
Add Parts information to your order 179
Add/Edit Part on Purchase Order 288
Adding a New Canned Job 129
Adding a New Part Kit 124
Adding an Inventory Item 261
Adding Users 154
Adjust inventory levels for returned parts
273
Alternate Part Numbers 267
Alternate Price 269
Apply a batch payment 246
Apply Payments 249
Applying a Partial Payment 225
Assessing Late Fees 121
Associate an Attached Item 266
Attached Items 266
Auto Distribute 248
Automated Database Repair 115
Automated Repair Options 115
Automatic Backups 323
B
Backups
How They Work 324
Multi-User 325
Recommended System
Batch Payments 120, 246
Before You Begin 3
Begin an order 164
Building Repair Lines 176
325
C
Canned Jobs 128, 187
Add a Canned Job 129
Copy an existing canned job 132
Delete a canned job 133
Edit an existing canned job 132
Open the Canned Job List 128
Category Descriptions 39
Add 39
Delete 41
Edit 40
Change Customer 147
Change Protected Areas 150
Change the on-hand quantity of an
Inventory item 272
Changing Order Status/Revision 193
Changing Vehicle Ownership 147
Close an Accounting Month 274
Close an Accounting Year 275
Comment Lines for Purchase Order 287
Committing Parts 272
Complete the Order 173
Compound Tax Table 65
Confirming Parts 272
Convert the Order Pick List to a Purchase
Order 280
Converting an Estimate or Repair Order to
an Invoice 195
Converting an Estimate to a Repair Orde
193
Copying a Part 263
Copying an Existing Canned Job
131
•
•
•339
•
•
•
Copying Repair Lines 190
Copying Repair Lines from a History
Record 245
Counter Sales 201
Create a new customer 168
Create a Purchase Order using the ReStock
Function 279
Create and print a mail-merge document
312
Creating a Follow-up Postcard or Letter
301
Customer Credit Status Box 139
Customer List for Start Order 33
Customer Panel 166
Customer Personal Information 300
Customer Screen 135
Add a new Customer 136
Open the Customer Screen 135
Customer Screen Buttons 137
Customer Screen Thumb Tabs 137
Customer Vehicle Status Grid 140
Customer Work Information 300
Customizing your Screen View 230
D
Database Repair, setting up 115
Database Update Utility 327
Default Settings 80
Defining User Access 155
Delete a Referral Description 299
Delete a Technician 97
Delete a user 235
Delete a Vehicle 146
Delete an existing customer 168
Deleting a Canned Job 133
Deleting a Part Kit 127
Deleting a User 156
Deleting Late Fee 122
Demo Setup Instructions 16
Detail for Part 282
Diagnostic Reports 110
Disclaimer Setup 89
E
Edit a Referral Description
•
•
340 ••
•
•
299
Edit Technician Information 97
Edit Vendor Information 94
Editing a Parts Kit Line Item 126
Editing a User's Name/Password 156
Editing an Existing Canned Job 132
Editing an Existing Part 262
Editing an Existing Parts Kit 125
End Of Day Reporting 100
End Of Day Reports 147, 256
Entering and deleting Vehicle(s) 141
Establish alternate pricing on an existing
part 269
Estimate 163
Estimate/Repair Order Validations 87
Estimating 187
Estimator 187
Exiting the Program 36
F
FAQs 12
Fax Printer Selection 100
Faxing 35
Faxing Reports 256
Find Customer 118
Find History Record 119, 237
Followup Dialog Box 302
Customer Panel 305
History Panel 303
New/Inactive Panel 306
Followup Letter Setup 57
FollowUp Letters 300
Follow-Up Postcards 300
Followup Postcards and Letters Setup
Function Keys 22
G
General ShopKey Information 321
Generate a Counter Sale order 201
Grid Lines Colors 113
H
History Detail Dialog Box
History Panel 241
Search 242
History Screen 241
243
55
History Search (by Invoice number) 237
History Search (by Vehicle) 239
Hours of operation for customer service
information 321
How Management System Works 2
How Much Setup to Begin With? 118
How To Use This Guide
User’s Guide Contents 8
How to Use this Guide 8
I
Import Utility 327
Importing Data Into Management System
327
Inactive Customers, finding 306
Income/Cash Accounts 67
Inspections Panel 308
Installation 17
Inventory Balance 271
Inventory List 259
Inventory Transactions 272
Inventory Update 264
Invoice 163
Invoice Validations 88
K
Keyboard Shortcuts
Kit Line 126
21
Markup 71
Menu Bar
File 23
Help 30
Setup Menu 25
Utilities 27
View 24
Microsoft System Information 32
Month End Close 274
Moving Around Management System
Menu Bar 23
Using a Mouse 21
Using Hot Keys 22
Using the Keyboard 21
N
Navigating Management System
New Customer
starting order for 34
New Customers, finding 306
New/Inactive Customer 305
Notational Conventions 12
Commands 12
Keys 12
Notes 13
Procedures 13
Text 12
NSF Funds 250
21
L
O
Labor 177
Labor Rate Table 61
Late Fee, deleting 122
Late Fee, exempting customer from 122
Late Fees, assessment 121
Letters and Postcards Setup 300
Linked Vendor Setup 336
Location Descriptions 48
One Start Toolbar 33
One-Start Toolbar 19
Online Help 10
Online Assistance 10
Open an order from the Work in Progress
screen 214
Open the Inventory List dialog box 260
Open the Recommendations dialog box
M
Open the Schedule screen 216
Open the User List 234
Open the Work in Progress Detail dialog
box 228
Opening an Order 214
Order Entry Panels 164
Mail Merge Letter Setup 56
Mail Merge Letters 311
Maintenance Program Utilities 36
Management System Screen 18
Marketing Data 298
171
•
•
•341
•
•
•
Order Lifecycle 159
Order Panel 173
Order Revisions 196
Attach Sub-Estimates to an open order
197
Create a Sub-Estimate 196
P
Part Code Descriptions 41
Add 42
Delete 44
Edit 43
Part Kits 123, 189
Addiing a New Part Kit 124
Delete a part kit 127
Edit an existing part kit 125
Parts 179
Parts Discount Table 63
Parts List 123
Parts Ordering 335
Parts Pricing 76
Password 151
Payment 222
Applying Payment in Full 222
Make a partial payment 225
Post an unpaid invoice 227
Split payment of an order between
payment types 226
Phone Descriptions 45
Physical Count Update 272
Pick List From Orders 280
PO Creation 283
Postcard Description Setup 55
Posted Invoice Accounting Transfer 115
Posting an Unpaid Invoice 227
Price MarkUp Matrix 74
Printing 34
Printing and Faxing 34
Faxing with Third Party Software 35
Printing Reports 253
Printing Reports/Postcards 310
Program Security 110
Promotions 291
Prompt On Use 127
Protecting Your Data 7
•
•
342 ••
•
•
Uninterruptible Power Supply (UPS)
7
Protecting your Data
Backing Up Your Data 8
Purchase Order Worksheet 282
Purchase Orders Dialog Box 277
Purging Estimates 216
Q
Questions & Answers
Quick Estimate 160
321
R
Rearrange a column’s location in the grid
233
Receive Parts
Receive and Confirm a Part on a
Repair Order 286
Receive Parts to a Repair Order 286
Receiving Parts 285
Receive All 285
Recommendations 171
Recommendations Panel 307
Referral Information 298
Referral Setup 299
Remove History Records 114
Removing Repair Lines 190
Repair Order 163
Reports/Printers 98
Reschedule an order 220
Reset Lastused Pointers 113
Resize a column’s width 233
Restock From Inventory 279
Restore a user’s view to default values 236
Return Part To Vendor 273
Revisions 197
Run End Of Day reports 257
S
Schedule Screen 216
Add an item to the Schedule 219
Edit an item in the Schedule 220
Month View 217
Schedule Day View 218
Switch to the Schedule Day view 218
Schedule Work Dialog Box 220
Screen Layout 18
Screen Reports 255
Screen View 86
Security
Adding Users 154
Enter Program Security after it has
been protected 152
How Management System Security
Works 149
Remove a user’s security access 156
Setting Up Protected Functions 149
Setting up Users 155
User Setup 152
Select an existing customer 166
Select the current user 235
Set Starting Invoice 112
Set up Error Logging 110
setting up linked 336
Setting Up Protected Functions 149
Setup 15
demo 16
Setup Menu
Standard Descriptions 39
Shop 78
Shop Data 78
Shop Data 1 78
Shop Data Setup 77
Default Settings 80
Disclaimer Setup 89
Estimate/Repair Order Validations 87
Invoice Validations 88
Screen View 86
Shop Data 78
Shop/Hazmat 83
Shop Setup
Before You Begin 37
Shop/Hazmat 83
ShopKey Technical Support 321
Show Symptoms on New Orders 203
Sizing/ Rearranging Columns 233
Special Maintenance 112
Grid Line Colors 113
Posted Invoice Accounting Transfer
115
Remove History Records 114
Reset Lastused Pointers 113
Set Starting Invoice 112
Special Orders 191
Create a Special Order 191
Spell Check 122
Splitting Payment Types 226
Standard Accounts 70
Standard Notes 53
Standard Tables 61
Account Classes 74
Compound Tax Table 65
Income/Cash Accounts 67
Labor Rate Table 61
Markup 71
Parts Discount Table 63
Price MarkUp Matrix 74
Standard Accounts 70
Tax Rate Table 64
Zip Code Mapping 70
Start icon 34
Starting the Program 17
Status Descriptions 49
Status Display Preferences 230
Sub-Estimates 197
Sublet 184
Supersede 271
Supersede an inventory item 271
Symptoms 58, 202
System Setup 15
T
Tax Rate Table 64
Technicians Setup 95
Add a Technician 95
Delete a Technician 97
Edit Technician information 97
Title Descriptions 46
Tool Tips 12
Toolbar 19
Training Videos 29
Transfer 273
Transfer a canned job to your order 188
Transfer a part 182
Transfer a parts kit to your order 189
•
•
•343
•
•
•
Type
145
U
Un-Post Invoice 242
Update a Vendor's List Prices 264
User Entered List 261
User List 234
Using a Mouse 5
Using Estimator 207
Using Substitute Parts 269
Utilities 117
Batch Payments 120
Find Customer 118
Find History Record 119
Utilities Menu 123
Part Kits 123
Parts List 123
V
Vehicle not Defined 209
Vehicle Ownership, changing 147
Vehicle Panel 170
Vehicle Screen 141
Add additional vehicles 145
Add additional vehicles to a customer
record 145
Delete a vehicle 146
•
•
344 ••
•
•
Enter a new Vehicle 141
Open the Vehicle screen 141
Vehicle Type List 145
Vendor 336
Vendor Setup 92
Add a New Vendor 93
Delete a Vendor 95
Edit Vendor Information 94
Vendor Type Descriptions 51
View List Panel 309
W
Word Search 232
Work In Progress Detail 228
Work In Progress Screen
Button Options 212
Colors 213
Removing an Order 214
Work in Progress Screen 211
Y
Year End Close
275
Z
Zip Code Mapping 70
Zip File 326
Copying Repair Lines 190
Copying Repair Lines from a History
Record 245
Counter Sales 201
Create a new customer 168
Create a Purchase Order using the ReStock
Function 279
Create and print a mail-merge document
312
Creating a Follow-up Postcard or Letter
301
Customer Credit Status Box 139
Customer List for Start Order 33
Customer Panel 166
Customer Personal Information 300
Customer Screen 135
Add a new Customer 136
Open the Customer Screen 135
Customer Screen Buttons 137
Customer Screen Thumb Tabs 137
Customer Vehicle Status Grid 140
Customer Work Information 300
Customizing your Screen View 230
D
Database Repair, setting up 115
Database Update Utility 327
Default Settings 80
Defining User Access 155
Delete a Referral Description 299
Delete a Technician 97
Delete a user 235
Delete a Vehicle 146
Delete an existing customer 168
Deleting a Canned Job 133
Deleting a Part Kit 127
Deleting a User 156
Deleting Late Fee 122
Demo Setup Instructions 16
Detail for Part 282
Diagnostic Reports 110
Disclaimer Setup 89
E
Edit a Referral Description
•
•
340 ••
•
•
299
Edit Technician Information 97
Edit Vendor Information 94
Editing a Parts Kit Line Item 126
Editing a User's Name/Password 156
Editing an Existing Canned Job 132
Editing an Existing Part 262
Editing an Existing Parts Kit 125
End Of Day Reporting 100
End Of Day Reports 147, 256
Entering and deleting Vehicle(s) 141
Establish alternate pricing on an existing
part 269
Estimate 163
Estimate/Repair Order Validations 87
Estimating 187
Estimator 187
Exiting the Program 36
F
FAQs 12
Fax Printer Selection 100
Faxing 35
Faxing Reports 256
Find Customer 118
Find History Record 119, 237
Followup Dialog Box 302
Customer Panel 305
History Panel 303
New/Inactive Panel 306
Followup Letter Setup 57
FollowUp Letters 300
Follow-Up Postcards 300
Followup Postcards and Letters Setup
Function Keys 22
G
General ShopKey Information 321
Generate a Counter Sale order 201
Grid Lines Colors 113
H
History Detail Dialog Box
History Panel 241
Search 242
History Screen 241
243
55
History Search (by Invoice number) 237
History Search (by Vehicle) 239
Hours of operation for customer service
information 321
How Management System Works 2
How Much Setup to Begin With? 118
How To Use This Guide
User’s Guide Contents 8
How to Use this Guide 8
I
Import Utility 327
Importing Data Into Management System
327
Inactive Customers, finding 306
Income/Cash Accounts 67
Inspections Panel 308
Installation 17
Inventory Balance 271
Inventory List 259
Inventory Transactions 272
Inventory Update 264
Invoice 163
Invoice Validations 88
K
Keyboard Shortcuts
Kit Line 126
21
Markup 71
Menu Bar
File 23
Help 30
Setup Menu 25
Utilities 27
View 24
Microsoft System Information 32
Month End Close 274
Moving Around Management System
Menu Bar 23
Using a Mouse 21
Using Hot Keys 22
Using the Keyboard 21
N
Navigating Management System
New Customer
starting order for 34
New Customers, finding 306
New/Inactive Customer 305
Notational Conventions 12
Commands 12
Keys 12
Notes 13
Procedures 13
Text 12
NSF Funds 250
21
L
O
Labor 177
Labor Rate Table 61
Late Fee, deleting 122
Late Fee, exempting customer from 122
Late Fees, assessment 121
Letters and Postcards Setup 300
Linked Vendor Setup 336
Location Descriptions 48
OnDemand5 Estimator 187, 207
One Start Toolbar 33
One-Start Toolbar 19
Online Help 10
Online Assistance 10
Open an order from the Work in Progress
screen 214
Open the Inventory List dialog box 260
Open the Recommendations dialog box
M
Mail Merge Letter Setup 56
Mail Merge Letters 311
Maintenance Program Utilities 36
Management System Screen 18
Marketing Data 298
171
Open the Schedule screen 216
Open the User List 234
Open the Work in Progress Detail dialog
box 228
Opening an Order 214
•
•
•341
•
•
•
Order Entry Panels 164
Order Lifecycle 159
Order Panel 173
Order Revisions 196
Attach Sub-Estimates to an open order
197
Create a Sub-Estimate 196
P
Part Code Descriptions 41
Add 42
Delete 44
Edit 43
Part Kits 123, 189
Addiing a New Part Kit 124
Delete a part kit 127
Edit an existing part kit 125
Parts 179
Parts Discount Table 63
Parts List 123
Parts Ordering 335
Parts Pricing 76
Password 151
Payment 222
Applying Payment in Full 222
Make a partial payment 225
Post an unpaid invoice 227
Split payment of an order between
payment types 226
Phone Descriptions 45
Physical Count Update 272
Pick List From Orders 280
PO Creation 283
Postcard Description Setup 55
Posted Invoice Accounting Transfer 115
Posting an Unpaid Invoice 227
Price MarkUp Matrix 74
Printing 34
Printing and Faxing 34
Faxing with Third Party Software 35
Printing Reports 253
Printing Reports/Postcards 310
Program Security 110
Promotions 291
Prompt On Use 127
•
•
342 ••
•
•
Protecting Your Data 7
Uninterruptible Power Supply (UPS)
7
Protecting your Data
Backing Up Your Data 8
Purchase Order Worksheet 282
Purchase Orders Dialog Box 277
Purging Estimates 216
Q
Questions & Answers
Quick Estimate 160
321
R
Rearrange a column’s location in the grid
233
Receive Parts
Receive and Confirm a Part on a
Repair Order 286
Receive Parts to a Repair Order 286
Receiving Parts 285
Receive All 285
Recommendations 171
Recommendations Panel 307
Referral Information 298
Referral Setup 299
Remove History Records 114
Removing Repair Lines 190
Repair Order 163
Reports/Printers 98
Reschedule an order 220
Reset Lastused Pointers 113
Resize a column’s width 233
Restock From Inventory 279
Restore a user’s view to default values 236
Return Part To Vendor 273
Revisions 197
Run End Of Day reports 257
S
Schedule Screen 216
Add an item to the Schedule 219
Edit an item in the Schedule 220
Month View 217
Schedule Day View 218
Switch to the Schedule Day view 218
Schedule Work Dialog Box 220
Screen Layout 18
Screen Reports 255
Screen View 86
Security
Adding Users 154
Enter Program Security after it has
been protected 152
How Management System Security
Works 149
Remove a user’s security access 156
Setting Up Protected Functions 149
Setting up Users 155
User Setup 152
Select an existing customer 166
Select the current user 235
Set Starting Invoice 112
Set up Error Logging 110
setting up linked 336
Setting Up Protected Functions 149
Setup 15
demo 16
Setup Menu
Standard Descriptions 39
Shop 78
Shop Data 78
Shop Data 1 78
Shop Data Setup 77
Default Settings 80
Disclaimer Setup 89
Estimate/Repair Order Validations 87
Invoice Validations 88
Screen View 86
Shop Data 78
Shop/Hazmat 83
Shop Setup
Before You Begin 37
Shop/Hazmat 83
ShopKey Technical Support 321
Show Symptoms on New Orders 203
Sizing/ Rearranging Columns 233
Special Maintenance 112
Grid Line Colors 113
Posted Invoice Accounting Transfer
115
Remove History Records 114
Reset Lastused Pointers 113
Set Starting Invoice 112
Special Orders 191
Create a Special Order 191
Spell Check 122
Splitting Payment Types 226
Standard Accounts 70
Standard Notes 53
Standard Tables 61
Account Classes 74
Compound Tax Table 65
Income/Cash Accounts 67
Labor Rate Table 61
Markup 71
Parts Discount Table 63
Price MarkUp Matrix 74
Standard Accounts 70
Tax Rate Table 64
Zip Code Mapping 70
Start icon 34
Starting the Program 17
Status Descriptions 49
Status Display Preferences 230
Sub-Estimates 197
Sublet 184
Supersede 271
Supersede an inventory item 271
Symptoms 58, 202
System Setup 15
T
Tax Rate Table 64
Technicians Setup 95
Add a Technician 95
Delete a Technician 97
Edit Technician information 97
Title Descriptions 46
Tool Tips 12
Toolbar 19
Training Videos 29
Transfer 273
Transfer a canned job to your order 188
Transfer a part 182
•
•
•343
•
•
•
Transfer a parts kit to your order 189
Type 145
U
Un-Post Invoice 242
Update a Vendor's List Prices 264
User Entered List 261
User List 234
Using a Mouse 5
Using Estimator 207
Using Substitute Parts 269
Utilities 117
Batch Payments 120
Find Customer 118
Find History Record 119
Utilities Menu 123
Part Kits 123
Parts List 123
V
Vehicle not Defined 209
Vehicle Ownership, changing 147
Vehicle Panel 170
Vehicle Screen 141
Add additional vehicles 145
Add additional vehicles to a customer
record 145
•
•
344 ••
•
•
Delete a vehicle 146
Enter a new Vehicle 141
Open the Vehicle screen 141
Vehicle Type List 145
Vendor 336
Vendor Setup 92
Add a New Vendor 93
Delete a Vendor 95
Edit Vendor Information 94
Vendor Type Descriptions 51
View List Panel 309
W
Word Search 232
Work In Progress Detail 228
Work In Progress Screen
Button Options 212
Colors 213
Removing an Order 214
Work in Progress Screen 211
Y
Year End Close
275
Z
Zip Code Mapping 70
Zip File 326
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement