Section Contents
Setup Overview PAGEREF _Toc271291414 \h 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
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
Fonctions Françaises (French Language Features) 150
Características en Español (Spanish Language Features) 150
Repair Order and Repair Estimate Statuses 152
Reporting on Repair Statuses 157
Repair Status Listing Reports 157
Editing Default Tax Categories and Rules 157
Automatically Applying Tax Categories and Rules 160
Manually Editing Tax Categories on Individual Records 160
Manually Editing Tax Rules on Individual Records 161
Working with Batches of Taxes 161
Importing and Exporting Tax Rules 161
Batch Updating of Tax Rules 161
Advertising Methods Overview 164
Browsing Advertising Methods 164
Adding a New Advertising Method 164
Editing an Advertising Method 165
Deleting an Advertising Method 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 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
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
Setting Default Conditions 171
Standardizing Consistency of Conditions 171
Working with Batches of Conditions 171
Importing and Exporting Conditions 171
Working with Batches of Fault Codes 173
Importing and Exporting Fault Codes 173
Fault Code Listing Reports 174
Working with Payment Methods 175
Setting Default Payment Methods 175
Configuring the Other Payment Method 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
Working with Payment Terms 177
Setting Default Payment Terms 177
Configuring the C.O.D. Payment Term 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
Standardizing Consistency of Repair Steps 180
Working with Batches of Repair Steps 180
Importing and Exporting Repair Steps 180
Repair Steps Listing Reports 181
Adding a New Shipping Method 182
Deleting a Shipping Method 182
Working with Shipping Methods 183
Setting Default Shipping Methods 183
Recording Courier Shipping Accounts 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 - Technician Tab 186
Technicians - Statistics Tab 187
Setting Default Technicians 187
Standardizing Consistency of Technician Initials 187
Working with Batches of Technicians 188
Importing and Exporting Technicians 188
Technician Listing Reports 188
Technician Analysis Reports 188
Adding a New Warranty Plan 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
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
Adding a New Make and Model 193
Adding a New Warranty Card 193
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
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 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
Repair Order Module Options 214
Sales Invoice Module Options 227
Credit Note Module Options 228
Purchase Order Module Options 229
Package Code Module Options 233
Warranty Card Module Options 234
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
Purchase Order Form Options 278
Purchase Return Form Options 280
Purchase Return Packing Slip Form Options 283
1-Inch Repair Label Options 287
2-Inch Repair Label Options 288
3-Inch Repair Label Options 289
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
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
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