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Table Of Contents
User Reference Manual
GETTING AROUND...................... 1
THE PARTS DEPARTMENT.......30
THE STATUS LINE ........................... 1
USING MENUS ................................ 1
THE KEYBOARD .............................. 1
ENTERING DATES ........................... 4
THE MAIN MENU ............................ 4
HOT KEY PROGRAMS ...................... 4
THE RAPID ACCESS MENU (F2) ....... 6
COUNTER PARTS: ..........................30
PARTS CUSTOMER HISTORY:...........31
BAR CODES IN SENIOR SERVICE
MANAGER.....................................31
SERVICE PARTS SLIPS .....................33
CREDITS .......................................35
PURCHASE ORDERS ........................36
RETURNS TO THE VENDOR ..............38
SETUP ............................................. 6
COMPANY SETUP ............................ 6
SETUP DIVISIONS .......................... 10
PRINTERS ..................................... 12
LASER FORMS ............................... 13
LOCATION DEPENDENT PRINTING:.. 14
PARTS GROUPS ............................. 14
PERMISSIONS ................................ 16
USERS .......................................... 17
CASH REGISTERS .......................... 17
COLORS........................................ 18
GRAPHICS..................................... 18
MITCHELL .................................... 18
NUWAY ....................................... 18
SCHEDULE .................................... 19
LABOR RATES ............................... 19
GETTING STARTED................... 19
SETUP CASH REGISTER................... 19
CREATE A CASH REGISTER ............. 19
ENTERING INITIAL INVENTORY ...... 20
CREATE PARTS GROUPS ................. 20
ENTER THE INVENTORY ................. 20
CUSTOMERS ................................. 20
SETUP COLORS ............................. 20
THE SERVICE DEPARTMENT . 21
ADMINISTRATION .....................38
MAINTAIN TECHNICIAN.. ...............38
MAINTAIN CUSTOMER.. .................39
MAINTAIN VENDOR.......................40
MAINTAIN PARTS.. ........................41
MAINTAIN INVENTORY.. ................44
MAINTAIN JOBS, MAKES, MODELS..
.....................................................45
MAINTAIN MISCELLANEOUS...........48
REPORTS TECHNICIANS..................49
REPORTS CUSTOMERS....................49
REPORTS LEADS.. ..........................51
REPORTS VENDORS.. .....................51
REPORTS PARTS/INVENTORY..........51
REPORTS JOB TITLES/LISTS............53
REPORTS SERVICE ADVISORS.. .......53
REPORTS UNPAID/UNINVOICED.. ....54
REPORTS PROGRESS RESULTS.........54
EZ-MAIL .......................................54
BOOKKEEPING...........................56
ACCOUNTS RECEIVABLE ................56
ACCOUNT PAYABLE.......................58
BANKING ......................................59
CASH REGISTER.............................60
CREATING CUSTOMERS AND
VEHICLES ..................................... 21
APPOINTMENTS ............................ 23
CUSTOMER HISTORY: .................... 24
SERVICE ORDERS .......................... 24
QUICK SERVICE ORDERS ................ 26
UPDATING A SERVICE ORDER ......... 26
DISCLAIMER AND CUSTOMER
SIGNATURE:.................................. 26
STATUS OF JOBS:........................... 27
VOIDING A SERVICE ORDER:........... 27
SERVICE ORDER LOCKING:............. 27
SELLING PARTS ON THE SERVICE
ORDER:......................................... 27
SERVICE ORDER INVOICES.............. 27
DEPOSITS ..................................... 29
ESTIMATES ................................... 30
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