Search found 3538 matches

by ricmorin
Tue Mar 26, 2024 9:40 am
Forum: Parts + Ordering
Topic: Can a part be removed fron inventory without being on an invoice?
Replies: 7
Views: 93

Re: Can a part be removed fron inventory without being on an invoice?

Have you looked into Packages? These allow for a single price externally but you can add parts inside the package. They show as one line item on the order and inventory will deduct.
by ricmorin
Fri Mar 22, 2024 12:03 pm
Forum: Tips + Ideas
Topic: Please advise how to get email working.....
Replies: 1
Views: 76

Re: Please advise how to get email working.....

Technically that's all you need to do. What occurs when you try to email something? Error messages?
by ricmorin
Thu Mar 14, 2024 5:26 am
Forum: MessageCenter
Topic: Not sharing Invoice
Replies: 7
Views: 571

Re: Not sharing Invoice

Is it possible that customer opted out of texting?

The add-on ProPack has a report that allows selection of one or multiple revisions, each with their own subtotal and an an option to total them all. Very handy.
by ricmorin
Mon Feb 19, 2024 12:16 pm
Forum: Parts + Ordering
Topic: Barcode Scanning
Replies: 11
Views: 560

Re: Barcode Scanning

DCDIESELTEK wrote:
Fri Feb 16, 2024 11:20 am
Any suggestions on a brand of scanner/printer?
Sherri, I've been trying to get hold of you via telephone. Please call 603-622-6434 and ask for me.
by ricmorin
Mon Feb 19, 2024 11:16 am
Forum: Parts + Ordering
Topic: Barcode Scanning
Replies: 11
Views: 560

Re: Barcode Scanning

nickscarcare wrote:
Mon Feb 19, 2024 10:34 am
So this is just for inventory, and not to scan a vehicle in?
You can most certainly scan a VIN into Manager and click decode. Mobile Manager Pro has this feature built in to the tablet software.
by ricmorin
Fri Feb 16, 2024 12:35 pm
Forum: Parts + Ordering
Topic: Barcode Scanning
Replies: 11
Views: 560

Re: Barcode Scanning

I have had good luck with Inateck. Available on Amazon.
by ricmorin
Fri Feb 09, 2024 6:38 am
Forum: Database + Settings
Topic: DISCOUNTS
Replies: 2
Views: 211

Re: DISCOUNTS

Discounts and Coupons are Order-centric with regards to percentages. If you want to apply a percentage of a specific job, you would need to do that manually and apply the results as a specific dollar amount under the current architecture. This may change when the architecture changes to the by-the-j...
by ricmorin
Thu Dec 21, 2023 6:27 am
Forum: Database + Settings
Topic: Saving estimates for a possible later date
Replies: 3
Views: 1578

Re: Saving estimates for a possible later date

Simply copy and paste your Estimate into a Revision, delete the original and you're done!
by ricmorin
Fri Nov 10, 2023 1:19 pm
Forum: Technical Issues
Topic: Favorite Reports
Replies: 1
Views: 1046

Re: Favorite Reports

I've used Favorite Reports since it's inception. Neve once have I ever seen them reset. Contact support.
by ricmorin
Fri Oct 27, 2023 5:27 am
Forum: Parts + Ordering
Topic: remove superceded part
Replies: 2
Views: 1117

Re: remove superceded part

Go to the part record of the original part that supersedes to another. Click on the supersede button and click ok. You'll see a note that says if you leave the part number field blank the supersession will be removed.
by ricmorin
Wed Oct 25, 2023 10:48 am
Forum: Parts + Ordering
Topic: Inventory Stock Location
Replies: 2
Views: 1735

Re: Inventory Stock Location

We use a format that is similar. Shelf units are S, cabinets are C. Shelves are 1, 2, 3. Sub containers are A, B, C. So a location bearing S1S3G would be a container named G on the third shelf of shelf unit 1. This has worked well for us for 20+ years. Everything is labeled.
by ricmorin
Thu Aug 31, 2023 9:01 am
Forum: Reports + Printing
Topic: CATEGORY SEARCH
Replies: 8
Views: 3484

Re: CATEGORY SEARCH

This appears to be a relatively new addition to the reports list. I have been hoping for quite sometime now to be able to do something along this line. I will explore this development and see if it will provide me with the link to an invoice that I look for. Many thanks & Kudos to you and the Mitch...
by ricmorin
Tue Aug 15, 2023 4:46 am
Forum: Parts + Ordering
Topic: Deposit Required to Order Parts
Replies: 3
Views: 1754

Re: Deposit Required to Order Parts

SPECIAL ORDERS!!!!!! YES. Just search the forum here as I've advocated for these ad nauseam. Special Orders act like Repair Orders for ordering parts and taking payments, but can be separated from Repair Orders on the WIP to differentiate from work that is actual ongoing. They play nice with electro...
by ricmorin
Mon Aug 14, 2023 4:15 am
Forum: Technical Issues
Topic: Error when looking up parts or estimate time
Replies: 1
Views: 1304

Re: Error when looking up parts or estimate time

I've seen this before and it is reportedly an easy fix. Call support and they will fix you up.
by ricmorin
Wed Jul 19, 2023 10:46 am
Forum: Reports + Printing
Topic: Part Number Search report question
Replies: 4
Views: 1410

Re: Part Number Search report question

Committed Parts won't find anything on Estimates. Must be a "printed" Repair Order or open Invoice.
by ricmorin
Thu Jun 22, 2023 7:08 am
Forum: Database + Settings
Topic: Inventory Part number changes
Replies: 11
Views: 5528

Re: Inventory Part number changes

Thanks, I just tried this again and this is what I got, so having to go into the system to update is going to be a bear. That is the same message I get even today yet when I try to change an inventory part that is in use on an existing order. Maybe there is a setting I need to change. If the part i...
by ricmorin
Tue Jun 20, 2023 12:21 pm
Forum: Database + Settings
Topic: Inventory Part number changes
Replies: 11
Views: 5528

Re: Inventory Part number changes

Yeah, the problem didn't happen over night; the solution won't happen over night either. I see some duplicate part numbers and many negative quantities. Sticking to best practices keeps these things from getting bad.
by ricmorin
Tue Jun 20, 2023 11:12 am
Forum: Database + Settings
Topic: Inventory Part number changes
Replies: 11
Views: 5528

Re: Inventory Part number changes

The trick is to either delete, change and re-enter the part or wait until the Order is posted. The warning gives you the order #.
by ricmorin
Tue Jun 20, 2023 11:08 am
Forum: Database + Settings
Topic: Inventory Part number changes
Replies: 11
Views: 5528

Re: Inventory Part number changes

If the part is on an approved Order or above, you cannot change it. If it is on an Estimate, Revision or an unapproved(not printed) Order you can change it.
partnochange.PNG
partnochange.PNG (80.58 KiB) Viewed 5494 times
by ricmorin
Wed May 17, 2023 12:57 pm
Forum: Parts + Ordering
Topic: Parts Matrix
Replies: 4
Views: 3421

Re: Parts Matrix

Yes, you can change the dollar amounts. So are you saying I can change the "From" dollar "To" dollar amount? I tried it and obviously I don't know much about this so if you could, please provide details as to how I can make this happen. Thanks for the help! Yes you can. Simply highlight the box and...

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