that is perfect! thank you for the help. its very similar to what i do, minus the inventory and quickbooks stuff.

BUT i would still love a way to account for the difference between the cash receipts by payment type and posted orders.

Would you share your daily close out process and bundle?

We do a lot of engines and transmissions on JUNK. So we get a deposit up front because we do not want to get stuck with the vehicle.. I am trying to account for the difference between money taken in, and posted orders.. but it sounds like you do not factor posted orders into daily sales. you only co...

I do understand that, but i assume if there is value in that software having the report, Mitchell or bolt on should be able to develop it for those who use it/need it


How do you account for daily variance between monies received verse posted orders?

I saw this as I was searching the other day.. is this only for enterprise? and if so, is there a way to get that report to show up for standard users? The Customer Deposit ledger account is used for tracking deposits made by Customer on Work Orders. When Customer makes a Deposit for a Work Order, th...

Just checking in to see if anyone has created a report or found a work around to see money that has been taken in, but not posted.

Deposits for WIP invoices.

We are struggling to account for this money, and as we get busier its harder to keep track of for daily book keeping.

the line code was the problem, but that box was also not checked.

I think ill go back and update all line codes and check that box.

thank you for the quick replies.. this has been plaguing me for 3 months and finally taking the time to get to the bottom of it.

I did figure something out!

it was the line code was not the same from the first store to second store. Even though they are the same company, brand, and part number

In our first store we have inventory set up. The minimum, maximum, on-hand, cost, user price, vendor, etc.... and every time I transfer a part in from a weblink, it finds that part number in inventory and loads the inventory item onto the RO. When this happens the price adjusts to the user set price...

we grand open tomorrow, and right now dont have our own database.... almost like worst case scenerio. right now this data base is linked to the other shop after the restore, and will probalby cause problems for both shops now

i really dont care about the data base, but I want to have all the old locations settings, canned jobs, inventory, packages, etc

I am looking to have my new locations account number with my old locations data base

How do I change my account number? I downlaoded my database from another shop and restored it on my new shops software. tech support said this was the easiest way to do it. Although, now all my account is screwd up and I am logged into my other shop. hoping to get this fixed before monday morning! T...

I assumed so, but was not sure if there was by chance that option.

Hotkey is another idea! that is way more professional then turning a key everytime a drawer is needed to be opened.

Is there a way that I can hook a cash drawer to open when a cash payment is selected?

Almost all cash drawers have a port on the back to feed from a computer. I am just wondering, was not sure if there was a way for Mitchell to do that.

Thanks,
Tad B

Sales Summary by Service Advisor shows profit margin by service advisor. We use this report daily. But when at the end of the month when one person is significantly lower than the others, i like to drill down into the numbers. Usually once a month I spend 8-12 hours just drilling into numbers to fi...

Revisiting this.. We now have 4 service advisors, and soon to open a second shop which will have 3. I would like to ability to track this better to drill down to each service advisors profit margin and sales ability. Also run contests and bonus' based on the results. Canned Job Usage would capture a...

How often do you complete inventory and clean up the on hands and ordered parts? I print a reorder sheet daily and do physical inventory on those items daily. We have a routine for returns (cores defectives and new) that nearly eliminates on hand quantity errors. I do physical inventory count month...

We use to use canned jobs for our oil changes, but we have just went to the LOF packages. From my experience, its no different then canned jobs, but just groups everything together. It makes for a couple extra clicks, but overall better and easier (I think). I have 12 different oil changes with semi...

How often do you complete inventory and clean up the on hands and ordered parts?