Section 4:
Setup

Section Contents

Setup Overview   PAGEREF _Toc271291414 \h 138

Business Locations  138

Business Locations Overview  138

Browsing Business Locations 139

Adding a New Business Location  139

Editing a Business Location  139

Deleting a Business Location  139

Editing Business Locations 140

Business Location Main Area  140

Business Location - Address Tab  140

Business Location - Number Ranges Tab  141

Business Location - Number Series Tab  142

Business Location - Logo Tab  143

Reporting on Business Locations 144

Business Location Listing Reports 144

Custom Captions  145

Custom Captions Overview  145

Browsing Custom Captions 145

Filtering Custom Captions 146

Editing a Custom Caption  146

Refreshing the Browse  146

Editing Custom Captions 146

Working with Custom Captions 147

Hot Keys for Custom Field Captions 147

Forcing Line Wraps in Custom Form Titles 147

Reporting on Custom Captions 147

Custom Caption Listing Reports 147

Language  147

Language of Data Entry  147

Right-to-Left Languages 148

Oriental Languages 149

Language of Communication  150

Fonctions Françaises (French Language Features) 150

Características en Español (Spanish Language Features) 150

Spell Check Dictionary  151

Americanized Spelling  151

Reporting on Language  151

Language Listing Reports 151

Repair Statuses  151

Repair Statuses Overview  151

Repair Order and Repair Estimate Statuses 152

Repair Invoice     Statuses 153

Editing Repair Statuses 154

Custom Repair Statuses 156

Reporting on Repair Statuses 157

Repair Status Listing Reports 157

Taxes  157

Taxes Overview  157

Editing Default Tax Categories and Rules 157

Working with Taxes 160

Automatically Applying Tax Categories and Rules 160

Manually Editing Tax Categories on Individual Records 160

Manually Editing Tax Rules on Individual Records 161

Tax Exemptions 161

Working with Batches of Taxes 161

Importing and Exporting Tax Rules 161

Batch Updating of Tax Rules 161

Reporting on Taxes 163

Tax Listing Reports 163

Tax Analysis Reports 163

Advertising Methods  164

Advertising Methods Overview  164

Browsing Advertising Methods 164

Adding a New Advertising Method  164

Editing an Advertising Method  165

Deleting an Advertising Method  165

Refreshing the Browse  165

Editing Advertising Methods 165

Working with Advertising Methods 165

Standardizing Consistency of Advertising Methods 165

Working with Batches of Advertising Methods 166

Importing and Exporting Advertising Methods 166

Reporting on Advertising Methods 166

Advertising Method Listing Reports 166

Advertising Method Analysis Reports 166

Approval/Refusal Methods  166

Approval/Refusal Methods Overview  166

Browsing Approval/Refusal Methods 167

Adding a New Approval/Refusal Method  167

Editing an Approval/Refusal Method  167

Deleting an Approval/Refusal Method  167

Refreshing the Browse  167

Editing Approval/Refusal Methods 168

Working with Approval/Refusal Methods 168

Standardizing Consistency of Approval/Refusal Methods 168

Approving or Refusing Repair Estimates 168

Recording Approval/Refusal Authorizations 168

Working with Batches of Approval/Refusal Methods 169

Importing and Exporting Approval/Refusal Methods 169

Reporting on Approval/Refusal Methods 169

Approval/Refusal Method Listing Reports 169

Conditions  169

Conditions Overview  169

Browsing Conditions 170

Adding a New Condition  170

Editing a Condition  170

Deleting a Condition  170

Refreshing the Browse  170

Editing Conditions 170

Working with Conditions 171

Setting Default Conditions 171

Standardizing Consistency of Conditions 171

Working with Batches of Conditions 171

Importing and Exporting Conditions 171

Reporting on Conditions 171

Condition Listing Reports 171

Fault Codes  172

Fault Codes Overview  172

Browsing Fault Codes 172

Adding a New Fault Code  172

Editing a Fault Code  172

Deleting a Fault Code  172

Refreshing the Browse  173

Editing Fault Codes 173

Working with Fault Codes 173

Working with Batches of Fault Codes 173

Importing and Exporting Fault Codes 173

Reporting on Fault Codes 174

Fault Code Listing Reports 174

Payment Methods  174

Payment Methods Overview  174

Editing Payment Methods 174

Working with Payment Methods 175

Setting Default Payment Methods 175

Configuring the Other Payment Method  175

Payment References 175

Payment Method Options on the Repair Estimate Form  175

Working with Batches of Payment Methods 176

Importing and Exporting Payment Methods 176

Reporting on Payment Methods 176

Payment Method Listing Reports 176

Payment Method Analysis Reports 176

Payment Terms  176

Payment Terms Overview  176

Editing Payment Terms 177

Working with Payment Terms 177

Setting Default Payment Terms 177

Configuring the C.O.D. Payment Term  178

Invoice Due Dates 178

Working with Batches of Payment Terms 178

Importing and Exporting Payment Terms 178

Reporting on Payment Terms 178

Payment Terms Listing Reports 178

Payment Terms Analysis Reports 178

Repair Steps  179

Repair Steps Overview  179

Browsing Repair Steps 179

Adding a New Repair Step  179

Editing a Repair Step  179

Deleting a Repair Step  180

Refreshing the Browse  180

Editing Repair Steps 180

Working with Repair Steps 180

Standardizing Consistency of Repair Steps 180

Working with Batches of Repair Steps 180

Importing and Exporting Repair Steps 180

Reporting on Repair Steps 181

Repair Steps Listing Reports 181

Shipping Methods  181

Shipping Methods Overview  181

Browsing Shipping Methods 182

Adding a New Shipping Method  182

Editing a Shipping Method  182

Deleting a Shipping Method  182

Refreshing the Browse  182

Editing Shipping Methods 182

Working with Shipping Methods 183

Setting Default Shipping Methods 183

Recording Courier Shipping Accounts 183

Tracking Shipments 183

Standardizing Consistency of Shipping Methods 183

Working with Batches of Shipping Methods 184

Importing and Exporting Shipping Methods 184

Reporting on Shipping Methods 184

Shipping Method Listing Reports 184

Technicians  184

Technicians Overview  184

Browsing Technicians 185

Adding a New Technician  185

Editing a Technician  185

Deleting a Technician  185

Refreshing the Browse  186

Editing Technicians 186

Technicians - Technician Tab  186

Technicians - Statistics Tab  187

Working with Technicians 187

Setting Default Technicians 187

Standardizing Consistency of Technician Initials 187

Working with Batches of Technicians 188

Importing and Exporting Technicians 188

Reporting on Technicians 188

Technician Listing Reports 188

Technician Analysis Reports 188

Warranty Plans  188

Warranty Plans Overview  188

Browsing Warranty Plans 189

Adding a New Warranty Plan  189

Editing a Warranty Plan  189

Deleting a Warranty Plan  189

Refreshing the Browse  189

Editing Warranty Plans 189

Working with Warranty Plans 190

Setting Default Warranty Plans 190

Standardizing Consistency of Warranty Plans 190

Working with Batches of Warranty Plans 190

Importing and Exporting Warranty Plans 190

Reporting on Warranty Plans 190

Warranty Plan Listing Reports 190

Warranty Terms  191

Warranty Terms Overview  191

Editing Warranty Terms 191

Working with Warranty Terms 191

Setting Default Warranty Terms 191

Archiving of Records that are Under Warranty  192

Working with Batches of Warranty Terms 192

Importing and Exporting Warranty Terms 192

Reporting on Warranty Terms 192

Warranty Terms Listing Reports 192

Makes and Models  192

Makes and Models Overview  192

Browsing Makes and Models 193

Adding a New Make and Model 193

Adding a New Warranty Card  193

Viewing a Make and Model 193

Editing a Make and Model 194

Deleting a Make and Model 194

Editing Makes and Models 194

Make and Model - Main Area  194

Make and Model - Default Estimate Tab  195

Make and Model - Default Repair Vendor Tab  195

Make and Model - Notes Tab  195

Make and Model - Attachments Tab  196

Make and Model - Statistics Tab  196

Working with Makes and Models 197

Setting Default Makes 197

Standardizing Consistency of Makes and Models 197

Working with Batches of Makes and Models 197

Importing and Exporting Makes and Models 198

Reporting on Makes and Models 198

Make and Model Listing Reports 198

Make and Model Analysis Reports 198

Serial Number Notices  199

Serial Number Notices Overview  199

Browsing Serial Number Notices 199

Adding a New Serial Number Notice  199

Viewing a Serial Number Notice  200

Editing a Serial Number Notice  200

Deleting a Serial Number Notice  200

Editing Serial Number Notices 200

Serial Number Notice - Main Area  200

Serial Number Notice - Notice Tab  201

Serial Number Notice - Attachments Tab  201

Working with Serial Number Notices 201

Identifying Notices for an Item Brought in for Repair 201

Working with Batches of Serial Number Notices 202

Reporting on Serial Number Notices 202

Serial Number Notice Listing Reports 202

Serial Number Notice Analysis Reports 202

Module Options  202

Module Options Overview  202

General Module Options 202

Setup Module Options 210

Customer Module Options 211

Vendor Module Options 213

Repair Order Module Options 214

Sales Invoice Module Options 227

Credit Note Module Options 228

Purchase Order Module Options 229

Inventory Module Options 231

Package Code Module Options 233

Warranty Card Module Options 234

Form Options  235

Form Options Overview  235

Repair Order Form Options 236

Repair Estimate Form Options 239

Repair Assignment Form Options 244

Repair Subcontract Form Options 246

Repair Subcontract Packing Slip Form Options 249

Customer Repair Invoice Form Options 252

Third-Party Billing Repair Invoice Form Options 256

Repair Invoice Packing Slip Form Options 259

Customer Sales Invoice Form Options 262

Third-Party Billing Sales Invoice Form Options 265

Sales Invoice Packing Slip Form Options 268

Customer Credit Note Form Options 271

Third-Party Billing Credit Note Form Options 273

Statement Form Options 277

Purchase Order Form Options 278

Purchase Return Form Options 280

Purchase Return Packing Slip Form Options 283

Label Options  286

Label Options Overview  286

1-Inch Repair Label Options 287

2-Inch Repair Label Options 288

3-Inch Repair Label Options 289

Communication Options  290

Communication Options Overview  290

Communication Options - E-mail Tab  291

Technical Overview of E-mailing via MAPI 291

Technical Overview of E-mailing via SMTP  292

Configuring E-mail Settings 292

Communication Options - Fax Tab  294

Technical Overview of Faxing via a Fax Printer 295

Technical Overview of Faxing via a Fax Server 295

Technical Overview of Faxing via an Internet Service  295

Fax Number Formatting  296

Configuring Fax Settings 296

Communication Options - SMS Text Messaging Tab  298

Technical Overview of SMS Text Messaging via an Internet Service  298

Configuring SMS Text Messaging Settings 298

Communication Options - Digital Camera Tab  299

Repair Status Communication Options  300

Repair Status Communication Options Overview  300

Repair Status Communication Options - Main Area  301

Repair Status Communication Options - Forms to Print Tab  301

Repair Status Communication Options - Technician Notice Tab  302

Mail Merge Codes for Technician and Customer Notices 303

Repair Status Communication Options - Technician E-mail To Tab  305

Repair Status Communication Options - Technician Forms to E-mail Tab  306

Repair Status Communication Options - Customer Notice Tab  307

Repair Status Communication Options - Customer E-mail To Tab  308

Repair Status Communication Options - Customer Forms to E-mail Tab  309

Toolbar Options  310

Customizations  310

 

More:

Setup Overview

Business Locations

Custom Captions

Language

Repair Statuses

Taxes

Advertising Methods

Approval/Refusal Methods

Conditions

Fault Codes

Payment Methods

Payment Terms

Repair Steps

Shipping Methods

Technicians

Warranty Plans

Warranty Terms

Makes and Models

Serial Number Notices

Module Options

Form Options

Label Options

Communication Options

Repair Status Communication Options

Toolbar Options

Customizations