QuickTouch Reference Manual

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Contents

QuickTouch Reference Manual 1

Company History ....................................................................................................................... 1

Purview of This Document ........................................................................................................ 2

Contact Information ................................................................................................................... 3

System Components 4

Touchscreen Monitor ................................................................................................................. 5

APG Cash Drawer ..................................................................................................................... 7

Lexmark E460dn Laser Printer .................................................................................................. 7

HP CP1518ni Color Laser Printer .............................................................................................. 9

Cognitive Advantage LX Sticker Printer ................................................................................. 10

Legacy Printers ........................................................................................................................ 12

Lexmark E232 Laser Printer .................................................................................................... 12

Lexmark E323 Laser Printer .................................................................................................... 13

HP LaserJet 1300 Laser Printer ............................................................................................... 14

Okidata Microline 420Turbo ................................................................................................... 15

APC Uninterruptable Power Supply (UPS) ............................................................................. 16

Network Router ....................................................................................................................... 18

The Mouse ............................................................................................................................... 20

The Keyboard .......................................................................................................................... 20

Installing Your New System 22

Navigating QuickTouch 24

Launching QuickTouch ........................................................................................................... 24

Navigating Through The Menus .............................................................................................. 25

QuickTouch Security ............................................................................................................... 26

Exiting QuickTouch ................................................................................................................. 28

Report Printing Options ........................................................................................................... 29

Cash Register Mode 31

Bay Screen ............................................................................................................................... 32

Daily Statistics ......................................................................................................................... 35

Cash Register Functions .......................................................................................................... 38

Reprint Invoice ........................................................................................................................ 40

Print Generic Sticker ................................................................................................................ 40

Estimate ................................................................................................................................... 41

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Inventory Check ....................................................................................................................... 41

Restore Invoice ........................................................................................................................ 42

Period End Processing 44

Till Management ...................................................................................................................... 45

Close Current Day ................................................................................................................... 46

Close Current Week ................................................................................................................. 48

Close Current Month ............................................................................................................... 49

Close Current Year .................................................................................................................. 50

Reprint Sales Reports .............................................................................................................. 51

Undo Current Day End ............................................................................................................ 52

Inventory & Service Management 54

Inventory Item Maintenance .................................................................................................... 56

Inventory Group Maintenance ................................................................................................. 61

Service Maintenance ................................................................................................................ 64

Service Group Maintenance (Loyalty Rewards Program) ....................................................... 72

Vendor Maintenance ................................................................................................................ 73

Create/Edit Purchase Orders .................................................................................................... 75

Post Purchase Orders ............................................................................................................... 76

Check List Maintenance .......................................................................................................... 77

Inventory Restocking ............................................................................................................... 79

Inventory Adjustments ............................................................................................................. 81

Inventory Reporting ................................................................................................................. 82

Employee Management 85

Employee Maintenance............................................................................................................ 86

Security Group Maintenance ................................................................................................... 89

Employee Clock In/Out ........................................................................................................... 91

Time Clock Adjustments ......................................................................................................... 92

Employee Reporting ................................................................................................................ 93

Employee Reactivation ............................................................................................................ 94

Fleet Account Management 96

Fleet Account Maintenance ..................................................................................................... 97

Payments/Debits/Credits ........................................................................................................ 101

Account Inquiry ..................................................................................................................... 104

Print Fleet Statements ............................................................................................................ 104

Charge Interest ....................................................................................................................... 106

Fleet Reports .......................................................................................................................... 108

Close Billing Cycle ................................................................................................................ 109

Customer Management 111

Customer Maintenance .......................................................................................................... 112

Vehicle Maintenance ............................................................................................................. 113

Reminder Cards ..................................................................................................................... 114

Vehicle History ...................................................................................................................... 117

Sage Service Manual ............................................................................................................. 119

Delete City Function .............................................................................................................. 120

History Merge ........................................................................................................................ 121

MailMark Export ................................................................................................................... 122

QuickTouch Reference Manual

Marketing Management 123

Marketing Management Reports............................................................................................ 123

System Management 124

Cash Register Maintenance ................................................................................................... 124

Coupon Maintenance ............................................................................................................. 125

Discount Maintenance ........................................................................................................... 127

Advertising Maintenance ....................................................................................................... 129

Comment Maintenance .......................................................................................................... 130

Reminder Maintenance .......................................................................................................... 132

General Setup Options ........................................................................................................... 133

Center Information ................................................................................................................. 134

Business Information ............................................................................................................. 135

Center Defaults ...................................................................................................................... 137

Invoice Setup ......................................................................................................................... 139

Workorder/SSM Setup ........................................................................................................... 142

Sticker Setup .......................................................................................................................... 144

Inventory Setup ...................................................................................................................... 145

Day End Setup ....................................................................................................................... 146

Week End Setup .................................................................................................................... 147

Month End Setup ................................................................................................................... 148

Year End Setup ...................................................................................................................... 148

Reminder Card Setup ............................................................................................................. 149

Tax Setup ............................................................................................................................... 150

Security Setup ........................................................................................................................ 151

Pay Type Setup ...................................................................................................................... 152

Cash Drawer Setup ................................................................................................................ 153

Backup Setup ......................................................................................................................... 153

Export Setup .......................................................................................................................... 154

Sage Setup ............................................................................................................................. 154

G/L Export Setup ................................................................................................................... 154

Owner Setup .......................................................................................................................... 155

System Utilities ...................................................................................................................... 160

Daily Data Backup ................................................................................................................. 160

Change System Date .............................................................................................................. 161

Change System Time ............................................................................................................. 162

Database Utilities ................................................................................................................... 162

Disk Utilities .......................................................................................................................... 162

Computer Utilities ................................................................................................................. 163

Business Group Setup ............................................................................................................ 164

Discussions 165

Gift Certificates / Gift Cards .................................................................................................. 166

Stock Reorder Report – How to Set Up Inventory Items Using the Fixed Method ............... 167

Parts On The Fly / Labor On The Fly .................................................................................... 169

Backing Up QuickTouch ....................................................................................................... 173

Version 6.6.2 .......................................................................................................................... 176

Version 6.6.1E ....................................................................................................................... 188

Version 6.5.6 .......................................................................................................................... 198

Installing Replacement Hardware .......................................................................................... 217

Index 228

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