SMS two Way Text Messaging feature available now in Enterprise Pro so you can send text messages to your customers to communicate the different stages of their vehicles service or repair ( i.e. Diagnosis Complete, Vehicle Ready, or Need to keep vehicle, etc...) from the work order. You will need to ...

How do I clear revenue and expenses to Retained Earnings at year end? Doesn’t the system do this automatically at set year end? Do I have to do this for every General Ledger account? To answer the questions above: There is not a Year End purge out in the software. Reports control what you see for a...

The following is how Efficiency, Productivity, and Proficiency is defined in the system in regards to the Time Clock Efficiency: Hours Billed Out of the Job or Work Order divided by the Applied Hours of the Job or Work Order. Note: If the tech is not logging into the work order or the job … then it...

Inventory turns are calculated by taking your total sales for a product or category over a period of time and dividing it by your average level of inventory during that period. In the case of a tire shop franchisee, you should do the calculation on a running YTD basis. i.e. YTD tire cost of sales = ...

In the invoice Summary Report, the Gross Profit % is calculated by ((Labor Sale + Part Sale + Sublet Sale)- (Parts Cost + Sublet Cost)) / ((Lab Sale + Part Sale + Sublet Sale) … IMPORTANT: The Cost of Labor does not fit in this calculation because it is not the true cost nor do the Other Charges rev...

We buy parts in Part Kits because we save when we bundled parts like this, but the problem we are finding is the process to return part of a part kit ( see below for example) AC Kit 1234 - Comes with 10 parts as a bundle. Kit is received and a supplier invoice is created for the bundle price of $300...

Can you please provide information regarding the back up and storage of our data, including details regarding data encryption, virus protection, data security and access controls to prevent unauthorized access to our data? See the information below regarding the security of the company servers and y...

How would I be able to enter a Supplier rebate in the system? 1st Option : GL Adjustment 1) Add/Create a rebate income ledger account. 2) Go to General Ledger module from the home ribbon 3) Click New Transaction on the ribbon 4) Select the Transaction Date 5) Add Line from the ribbon : First line-Cr...

Please be advised that you cannot copy Security Roles from the Enterprise location ( if applicable) as they use a different set of Security Roles, etc. These instructions are to copy from one location to another location: THE EXPORT Go to the location that has the Security Roles setup that you want ...

To create a customized report that will help with Payroll by showing Over Time hours, you can add two Calculated Columns to the Attendance by Day report. IMPORTANT NOTE: This will only wok with Total Hours which are in 10ths of an hour- it will not work for Duration which is in minutes. To create th...

1) Go to Setup from the Home Ribbon 2) Scroll down to bottom of left panel to select Settings under Workstation Setup 3) Select Payment Processing tab 4) Click the drop down arrow for Vendor field to select " 360 Payments - Velox " 5) Click "Pair Terminal" button 6) Complete Location | Contact Name ...

I am importing inventory part numbers using an Excel Spreadsheet but it will not let me set Definitions from the spreadsheet, why? Inventory imports are limited to what information can be imported. Definitions are not an import feature and must be done manually. Use the Batch Update feature to set D...

Every interval based Reminder item will consist of two benchmarks, one for time and one for mileage. The reminder item is due on which ever benchmark is reached first. • For example; you have a 3 month/3000 mile reminder item; the reminder item is due either in 3 months since last service or 3000 mi...

I am looking at my Consignments Sold in the Purchases module and there is Supplier named "Invalid"...why? Parts will go to the "Invalid" Supplier if the Supplier was edited later, or if there was no Supplier to start with. Also, if the consignment came from an Enterprise Legacy conversion, the consi...

What permissions are required in the Security Settings for a user to be able to access the Deleted Item Recovery (DIR)?

One cannot access the deleted item recovery module if they do not have delete permissions in place already.

No Delete Permissions, No Deleted Item Recovery!

Is there a report that I can run that will show the discounts on Material Line and Labor Line items within a specific date range? NOTE: This is not for discounts added to a work order using a Service Package for Discounts, Coupons or Promotions Go to Reports from the Home Ribbon | All Reports | Sale...

The instructions below will be using an example of a Service Package with a Code added "GIP" to show how to add a Tag to a Service Package which is to be Tax Exempt on a work order but only for that service package. It will not make other services packages that are added to the work order exempt fro...

All Back Office and Accounting Link Integrations questions, demos, setup and support will be not be handled by Enterprise Support. We will be more than happy to submit a request on your behalf for a callback. Meanwhile the information below should provide you with a basic understanding of how it wor...

Most customers give us a cell phone number to contact them, but the system defaults to home phone number in Contact Card. Is there a way to change that default to Cell Phone number instead of Home Phone number? Yes, there is a setting where you can set this up as per your request. Please see instru...

I buy my oil in Boxes that have 6 - 1 Gallon Jugs in a Box with 4 qts in a jug, what is my Buy Factor? Create a Unit Conversion in Setup | Unit Conversions | Click Add on the ribbon | Buy Unit = Box | Sell Unit = Quarts | Add description | Ok On the Inventory Material Card select Unit Conversion as ...