Search found 33 matches
- Mon Apr 05, 2021 7:41 am
- Forum: SE News
- Topic: Manager SE 8.2.2 Release - Adds 2021 Models
- Replies: 24
- Views: 25978
Re: Manager SE 8.2.2 Release - Adds 2021 Models
Thanks Tim, we were able to get it resolved Thursday. And thanks for the explanation, I wasn't really sure what had to be done or what caused the issue. And I wasn't sure who these people in the back office were but I couldn't help thinking to myself "just get up and go back there and talk to them!"...
- Wed Mar 31, 2021 12:28 pm
- Forum: SE News
- Topic: Manager SE 8.2.2 Release - Adds 2021 Models
- Replies: 24
- Views: 25978
Re: Manager SE 8.2.2 Release - Adds 2021 Models
Just a fare warning for those running Quickbooks Integrator.. We had this update done last Friday and it broke our integrator and rendered however it was previously syncing incompatible. We were told to contact "Back Office", whoever that is, to get some Accounting Link software installed. Did that,...
- Fri Dec 13, 2019 12:40 pm
- Forum: Technical Issues
- Topic: Notes Not Printing on Revisions?
- Replies: 22
- Views: 10310
- Wed Dec 11, 2019 8:29 am
- Forum: Technical Issues
- Topic: Notes Not Printing on Revisions?
- Replies: 22
- Views: 10310
Re: Notes Not Printing on Revisions?
I had noticed in the past - if you are printing revisions when you have an invoice,repair order, or estimate on the main screen, the notes print. If you go to the revisions and print with out an invoice or estimate open the notes do not print. I just double checked to verify & that is still the way...
- Fri Dec 06, 2019 1:04 pm
- Forum: Technical Issues
- Topic: Notes Not Printing on Revisions?
- Replies: 22
- Views: 10310
Re: Notes Not Printing on Revisions?
There is the same "Print note on order." checkbox on the revision as on the live Est/RO/Inv side.brianp87 wrote:I agree with the notes being on revisions but with a box to check for use.
- Fri Dec 06, 2019 12:01 pm
- Forum: Technical Issues
- Topic: Notes Not Printing on Revisions?
- Replies: 22
- Views: 10310
Re: Notes Not Printing on Revisions?
In that case I would like to make this an official enhancement request :D Not likely; flies in the face of the business rules (Revisions are not part of the live business architecture). Why would the Note not be presented from the Order screen? Could it be in Vehicle Memo? A main function of Revisi...
- Fri Dec 06, 2019 11:51 am
- Forum: Technical Issues
- Topic: Notes Not Printing on Revisions?
- Replies: 22
- Views: 10310
Re: Notes Not Printing on Revisions?
In that case I would like to make this an official enhancement request
- Fri Dec 06, 2019 8:49 am
- Forum: Technical Issues
- Topic: Notes Not Printing on Revisions?
- Replies: 22
- Views: 10310
Notes Not Printing on Revisions?
Not sure if this is a technical issue or an enhancement request, as I'm not 100% sure how this was designed to work in the first place.... But we can't get the notes field to print on our estimates when they're a Revision even when "Print on Order" is checked. The revision has to be sold before the ...
- Fri Jul 26, 2019 9:33 am
- Forum: Database + Settings
- Topic: Which service writer accepted payment?
- Replies: 6
- Views: 4017
Re: Which service writer accepted payment?
We're going to try and start the initialing thing, but the issue we had yesterday was someone marked an invoice paid without collecting any money and posted it without printing a copy. It showed up on the end of day report, but there were no hard copies of anything to match it up to and the credit c...
- Fri Jul 26, 2019 6:20 am
- Forum: Database + Settings
- Topic: Which service writer accepted payment?
- Replies: 6
- Views: 4017
Re: Which service writer accepted payment?
They do. And I don't think so, but even if you could we don't want to unless it would allow us to track who is accepting the payments.. They're adults who've been here for years, they're just careless sometimes and want to give them a good shaming.
- Fri Jul 26, 2019 5:34 am
- Forum: Database + Settings
- Topic: Which service writer accepted payment?
- Replies: 6
- Views: 4017
Which service writer accepted payment?
We are having an issue with our service writers accepting payments incorrectly and no one wants to admit anything. Is there a way to figure out which user/service writer accepted a specific payment?
- Wed Aug 29, 2018 10:52 am
- Forum: Database + Settings
- Topic: Easy way to do 10% off with max discount coupon?
- Replies: 3
- Views: 2761
Re: Easy way to do 10% off with max discount coupon?
That's pretty much how I did it, but did a canned job at -$50 for the latter. Offering discounts is something new to us
- Wed Aug 29, 2018 8:11 am
- Forum: Database + Settings
- Topic: Easy way to do 10% off with max discount coupon?
- Replies: 3
- Views: 2761
Easy way to do 10% off with max discount coupon?
We're trying to setup a 10% off coupon with a $50 max discount. Any ideas?
- Thu Jun 28, 2018 5:57 am
- Forum: Database + Settings
- Topic: Invoice Validation: Required Marketing Information
- Replies: 1
- Views: 1991
Invoice Validation: Required Marketing Information
Is there any documentation on exactly how this validation feature works? I want to require my service writers to at least have a phone number on every ticket written. I've clicked the "Required Marketing Information" option in Invoice Validations to see if this is my answer, but it does not save my ...
- Wed Feb 14, 2018 9:23 am
- Forum: Database + Settings
- Topic: Shop Supplies on Revision?
- Replies: 1
- Views: 1965
Shop Supplies on Revision?
How do we remove shop supplies from a revision? Or can we?
- Thu Jul 27, 2017 8:28 am
- Forum: Parts + Ordering
- Topic: XL Parts
- Replies: 2
- Views: 2229
Re: XL Parts
Got it done, used the Auto Value/Bumper To Bumper catalog...
- Wed Jul 26, 2017 8:18 am
- Forum: Parts + Ordering
- Topic: XL Parts
- Replies: 2
- Views: 2229
XL Parts
Any chance there's integration for XL Parts catalog?
- Fri Apr 28, 2017 8:42 am
- Forum: Technical Issues
- Topic: Open ROs Switching Customers?
- Replies: 10
- Views: 4468
Re: Open ROs Switching Customers?
I completely understand. No one ever seems to know or can remember doing anything unusual.
- Fri Apr 28, 2017 7:08 am
- Forum: Technical Issues
- Topic: Open ROs Switching Customers?
- Replies: 10
- Views: 4468
Re: Open ROs Switching Customers?
We have updated to 7.1.7.6 and are still having this issue. It is replacing one customer's info and with another. PLEASE HELP. Tech support has no clue. The only cause they can come up with is that the service writer is replacing the information manually, and this is NOT happening. My writers know b...
- Thu Apr 13, 2017 8:34 am
- Forum: Reports + Printing
- Topic: Print Driver info on RO
- Replies: 4
- Views: 2187
Print Driver info on RO
I'd like to see the driver name & # appear on our printed ROs & worksheets, as well as be displayed on the RO on screen.