Section 5:
Main Modules

Section Contents

Customers  PAGEREF _Toc271291738 \h 319

Customers Overview  319

Browsing Customers 319

Adding a New Customer 320

Adding a New Repair Order 321

Adding a New Sales Invoice  321

Adding a New Credit Note  321

Adding a New Warranty Card  321

Viewing a Customer 321

Editing a Customer 321

Deleting a Customer 322

Customer Group Filters 322

Editing Customers 322

Customer - Main Area  322

Customer - Shipping Address Tab  323

Customer - Billing Address/Info Tab  324

Customer - Contacts Tab  326

Customer - Defaults Tab  326

Customer - Notes Tab  327

Customer - Attachments Tab  328

Customer - Internet Utility Tab  328

Customer - Balance Due Tab  329

Customer - Statistics Tab  330

Working with Customers 331

Working with Batches of Customers 331

Importing and Exporting Customers 331

Batch Updating Customers 331

Batch Updating Contact Information on Invoices Assigned to a Customer 331

Batch Tax Updates on Customer Accounts 332

Batch Payments by Customer 332

Batch Printing by Customer 332

Reporting on Customers 332

Customer Listing Reports 332

Customer Analysis Reports 332

Vendors  332

Vendors Overview  332

Browsing Vendors 333

Adding a New Vendor 334

Viewing a Vendor 334

Editing a Vendor 334

Deleting a Vendor 334

Vendor Group Filters 335

Editing Vendors 335

Vendor - Main Area  335

Vendor - Address Tab  336

Vendor - Contacts Tab  337

Vendor - Defaults Tab  338

Vendor - Notes Tab  339

Vendor - Attachments Tab  339

Vendor - Repair Statistics Tab  339

Vendor - Purchase Statistics Tab  340

Working with Vendors 341

Adding a New Inventory Item  341

Adding a New Purchase Order 341

Working with Batches of Vendors 341

Importing and Exporting Vendors 341

Batch Updating Vendors 342

Batch Updating Contact Information on Purchase Orders Assigned to a Vendor 342

Batch Printing by Vendor 342

Reporting on Vendors 342

Vendor Listing Reports 342

Vendor Analysis Reports 342

Repair Orders/Invoices  342

Repair Orders Overview  342

Browsing Repair Orders 343

Browse Mode  343

Research Mode  345

Adding a New Repair Order 345

Replicating a Repair Order 346

Viewing a Repair Order 346

Editing a Repair Order 346

Changing a Repair Order Status 346

Deleting a Repair Order 346

Repair Order Group Filters 346

Editing Repair Orders 348

Repair Order - Main Area  348

Repair Order - Customer Tab  349

Repair Order - Item/Accessories Tab  351

Repair Order - Warranty Tab  352

Repair Order - Problem Tab  353

Repair Order - Estimate/Repair Tab  353

Repair Order - Details Tab  354

Repair Order - Subcontract Tab  356

Repair Order - Invoice Tab  357

Repair Order - Notes Tab  359

Repair Order - Attachments Tab  360

Saving a Repair Order 360

Repair Orders in the Retail SQL and Retail Editions 360

Working with Repair Orders 361

Automatically Identifying Repeat Repairs 361

Approving a Repair Estimate  362

Refusing a Repair Estimate  362

Replicating a Repair Order 362

Printing a Repair Form  362

Printing a Repair Label 362

Paying a Repair Invoice  362

Changing a Repair Status 362

Recording Exchanges or Replacements 363

Working with Repair Orders On-Line  363

Working with Batches of Repair Orders 363

Batch Printing of Repair Forms 363

Batch Changing of Repair Statuses 363

Batch Approvals and Refusals of Repair Estimates 363

Batch Tax Updates on Repair Orders 364

Batch Payments of Repair Invoices 364

Reporting on Repair Orders 364

Repair Order Listing Reports 364

Repair Order Analysis Reports 364

Sales Invoices  364

Sales Invoices Overview  364

Browsing Sales Invoices 364

Adding a New Sales Invoice  365

Viewing a Sales Invoice  366

Editing a Sales Invoice  366

Deleting a Sales Invoice  366

Sales Invoice Group Filters 366

Editing Sales Invoices 366

Sales Invoice - Main Area  367

Sales Invoice - Customer Address Tab  367

Sales Invoice - Billing Address Tab  369

Sales Invoice - Details Tab  369

Sales Invoice - Summary Tab  370

Sales Invoice - Notes Tab  371

Sales Invoice - Attachments Tab  372

Working with Sales Invoices 372

Printing a Sales Invoice Form  372

Paying a Sales Invoice  372

Working with Batches of Sales Invoices 372

Batch Printing of Sales Invoice Forms 373

Batch Tax Updates on Sales Invoices 373

Batch Payments of Sales Invoices 373

Reporting on Sales Invoices 373

Sales Invoice Listing Reports 373

Sales Invoice Analysis Reports 373

Credit Notes  373

Credit Notes Overview  373

Browsing Credit Notes 373

Adding a New Credit Note  375

Viewing a Credit Note  375

Editing a Credit Note  375

Deleting a Credit Note  375

Credit Note Group Filters 375

Editing Credit Notes 376

Credit Note - Main Area  376

Credit Note - Customer Address Tab  376

Credit Note - Billing Address Tab  378

Credit Note - Credit Details Tab  378

Credit Note - Credit Summary Tab  379

Credit Note - Notes Tab  380

Credit Note - Attachments Tab  381

Working with Credit Notes 381

Printing a Credit Note Form  381

Applying a Credit Note  381

Working with Batches of Credit Notes 381

Batch Printing of Credit Note Forms 382

Batch Tax Updates on Credit Notes 382

Batch Applying of Credit Notes 382

Reporting on Credit Notes 382

Credit Note Listing Reports 382

Credit Note Analysis Reports 382

Purchase Orders  382

Purchase Orders Overview  382

Browsing Purchase Orders 382

Adding a New Purchase Order 384

Adding a New Purchase Return  384

Viewing a Purchase Order or Purchase Return  384

Editing a Purchase Order or Purchase Return  384

Receiving a Purchase Order 384

Cancelling a Purchase Order 384

Deleting a Purchase Order or Purchase Return  385

Purchase Order Group Filters 385

Editing Purchase Orders 385

Purchase Order - Main Area  385

Purchase Order - Vendor Tab  386

Purchase Order - Details Tab  387

Purchase Order - Notes Tab  389

Purchase Order - Attachments Tab  389

Saving a Purchase Order or Purchase Return  389

Working with Purchase Orders 390

Printing a Purchase Form  390

Receiving an Entire Purchase Order 390

Re-Opening a Closed Purchase Order 390

Working with Batches of Purchase Orders 390

Reporting on Purchase Orders 390

Purchase Order Listing Reports 390

Purchase Order Analysis Reports 390

Inventory  391

Inventory Overview  391

Browsing the Inventory  391

Adding a New Inventory Item  392

Editing an Inventory Item  392

Manually Picking a Part from Inventory  392

Viewing an Inventory Item  392

Deleting an Inventory Item  392

Inventory Group Filters 393

Editing Inventory Items 393

Inventory Item - Main Area  393

Inventory Item - Vendors Tab  394

Inventory Item - Models Tab  394

Inventory Item - Stock/Pricing Tab  395

Inventory Item - Notes Tab  396

Inventory Item - Attachments Tab  396

Inventory Item - Statistics Tab  396

Inventory Item - History Tab  397

Working with Inventory Items 398

Manually Picking a Single Inventory Item  398

Picking an Inventory Item to an Open Form  398

Ordering an Inventory Item from a Vendor 398

Returning an Inventory Item to a Vendor 398

Working with Batches of Inventory Items 398

Picking Multiple Inventory Items to an Open Form  398

Ordering All Low-Stock Inventory Items 398

Reporting on the Inventory  398

Inventory Listing Reports 398

Inventory Analysis Reports 399

Service Codes  399

Service Codes Overview  399

Browsing Service Codes 399

Adding a New Service Code  399

Viewing a Service Code  400

Editing a Service Code  400

Deleting a Service Code  400

Editing Service Codes 400

Service Code - Main Area  400

Service Code - Defaults Tab  401

Service Code - Notes Tab  401

Service Code - Attachments Tab  402

Service Code - Statistics Tab  402

Working with Service Codes 402

Picking a Service Code to an Open Form  402

Adding Custom Detail Line Fields 403

Working with Batches of Service Codes 403

Picking Multiple Service Codes to an Open Form  403

Reporting on Service Codes 403

Service Code Listing Reports 403

Service Code Analysis Reports 403

Package Codes  403

Package Codes Overview  403

Browsing Package Codes 404

Adding a New Package Code  404

Viewing a Package Code  404

Editing a Package Code  404

Deleting a Package Code  405

Editing Package Codes 405

Package Code - Main Area  405

Package Code - Details Tab  405

Package Code - Summary/Notes Tab  406

Package Code - Models Tab  406

Package Code - Attachments Tab  407

Working with Package Codes 407

Picking a Package Code to an Open Form  407

Reporting on Package Codes 407

Package Code Listing Reports 407

Warranty Cards  407

Warranty Cards Overview  407

Browsing Warranty Cards 407

Adding a New Warranty Card  408

Viewing a Warranty Card  408

Editing a Warranty Card  408

Deleting a Warranty Card  409

Warranty Card Group Filters 409

Editing Warranty Cards 409

Warranty Card - Main Area  409

Warranty Card - Customer Tab  410

Warranty Card - Warranty Tab  411

Warranty Card - Notes Tab  412

Warranty Card Attachments Tab  412

Working with Warranty Cards 412

Working with Batches of Warranty Cards 412

Reporting on Warranty Cards 413

Warranty Card Listing Reports 413

Warranty Card Analysis Reports 413

 

More:

Customers

Vendors

Repair Orders/Invoices

Sales Invoices

Credit Notes

Purchase Orders

Inventory

Service Codes

Package Codes

Warranty Cards