Search found 41 matches

by tanyah
Tue Mar 10, 2020 7:37 am
Forum: Reports + Printing
Topic: WIP - Parts
Replies: 7
Views: 7247

Re: WIP - Parts

thanks for the suggestion Ric, however that system would still not work for us for a couple of reasons. 1. some of our repair jobs can take days if not weeks depending on the job - we work on both cars and semi trucks 2. The owner likes to review the tickets before they are closed out and depending ...
by tanyah
Wed Feb 12, 2020 1:25 pm
Forum: Parts + Ordering
Topic: Receiving P.O. Parts Not Updating Inventory Quantity?
Replies: 1
Views: 2608

Receiving P.O. Parts Not Updating Inventory Quantity?

We have noticed on some PO's when we receive the parts in, then inventory quantity on hand is not updating to reflect received parts. This has been evident with creating the PO in the RO and with creating PO in PO window.
by tanyah
Tue May 07, 2019 1:28 pm
Forum: Reports + Printing
Topic: WIP - Parts
Replies: 7
Views: 7247

Re: WIP - Parts

I would use this report in tracking inventory - if we have an irregularity with system vs actual, also to reconcile our consigned batteries at least twice a month, also to reconcile inventory between Mitchell 1 and QB. Right now to accomplish the before mentioned tasks, I open each EST, RO, Inv in t...
by tanyah
Tue Feb 12, 2019 1:58 pm
Forum: Reports + Printing
Topic: WIP - Parts
Replies: 7
Views: 7247

WIP - Parts

Is there a report to run for all parts listed in Est, RO, Inv used in the WIP screen?
by tanyah
Tue Feb 12, 2019 1:43 pm
Forum: Parts + Ordering
Topic: Parts Ordering
Replies: 4
Views: 3556

Re: Parts Ordering

Had a discovery, employees were putting information in the Ref#/Inv# box instead of leaving blank. If left blank PO number shows on vendor invoices.
by tanyah
Fri Jan 11, 2019 1:49 pm
Forum: Parts + Ordering
Topic: Parts Ordering
Replies: 4
Views: 3556

Parts Ordering

We use the process of ordering parts through the RO and e-catalog, the problem that we are having is the PO number that gets assigned to the vendor for the order. Instead of the PO number in our system it is sending over the customer name instead. This defeats the process, because when parts arrive-...
by tanyah
Tue May 22, 2018 8:45 am
Forum: Reports + Printing
Topic: Part Sales By Category Report
Replies: 6
Views: 3270

Re: Part Sales By Category Report

I see all of the reports in Report Pro for sales by category, but it would be so much more helpful if we could see the detail in addition to the summary
by tanyah
Tue May 08, 2018 12:32 pm
Forum: Mobile Manager
Topic: MM Allows Duplicate Labor Techs
Replies: 6
Views: 4954

Re: MM Allows Duplicate Labor Techs

Thank you yes that worked.
by tanyah
Wed May 02, 2018 8:13 am
Forum: Mobile Manager
Topic: MM Allows Duplicate Labor Techs
Replies: 6
Views: 4954

Re: MM Allows Duplicate Labor Techs

Close:

If Bill is assigned to a job. I can remove him regardless of where it was added (Mobile Mgr or Manager)
If Bill is twice assigned to a job, I cannot remove/edit either one

and Yes if Bill and Ed are assigned I can remove Ed with no probem
by tanyah
Tue May 01, 2018 7:33 am
Forum: Mobile Manager
Topic: MM Allows Duplicate Labor Techs
Replies: 6
Views: 4954

MM Allows Duplicate Labor Techs

We are experiencing an issue where Mobile Manager is allowing duplicate Labor Techs and we cannot remove in Manager. We are left with deleting entire labor line and recreating because we cannot edit either labor line (original or duplicate). However if 2 different labor techs are added and 1 is not ...
by tanyah
Tue May 01, 2018 7:25 am
Forum: Mobile Manager
Topic: Mobile Manager Allows Duplicate VIN
Replies: 13
Views: 8375

Re: Mobile Manager Allows Duplicate VIN

We are still experiencing this issue with MM allowing duplicate VINS. Creates cluster and time consuming work to correct on Manager side. Obviously still no update from development.
by tanyah
Fri Sep 01, 2017 8:51 am
Forum: Parts + Ordering
Topic: Closed PO Re-Opening
Replies: 1
Views: 1501

Closed PO Re-Opening

I have been having a random occurrence of a Closed PO becoming Open again. The latest PO is a PO from October 2013. How is this happening?
by tanyah
Tue Jun 13, 2017 9:22 am
Forum: Report Pro
Topic: Report Pro Settings & More...
Replies: 54
Views: 33739

Re: Report Pro Settings & More...

MRISICH wrote:Did you know that Report Pro has a detailed WIP Report?
Report_Pro_WIP_Detail.png
Report_Pro_WIP_DetailsReport.png

Is it possible to get this report to include part numbers?
by tanyah
Wed Feb 15, 2017 9:06 am
Forum: Reports + Printing
Topic: Part Sales Report with Vendor & MFG
Replies: 3
Views: 2127

Part Sales Report with Vendor & MFG

Maybe I'm missing it...but I cannot seem to find a report that will give me Part Sales or Purchases that has Vendor and Mfg criteria on it. I am trying to run a report to get me all the AcDelco part that I either sold or purchased from a specific vendor. I would think this would be a typical POS rep...
by tanyah
Wed Oct 12, 2016 11:52 am
Forum: Reports + Printing
Topic: Invoice Date Printing On Invoices
Replies: 10
Views: 4892

Re: Invoice Date Printing On Invoices

thank you I apparently am a blind bat :shock:, I had seen the vehicle received date but not work completed.
by tanyah
Wed Oct 12, 2016 11:01 am
Forum: Reports + Printing
Topic: Invoice Date Printing On Invoices
Replies: 10
Views: 4892

Re: Invoice Date Printing On Invoices

we are using Inv w/o hours
by tanyah
Wed Oct 12, 2016 9:45 am
Forum: Reports + Printing
Topic: Invoice Date Printing On Invoices
Replies: 10
Views: 4892

Re: Invoice Date Printing On Invoices

I do not get the original date on the invoices, just the date printed
by tanyah
Wed Oct 12, 2016 8:27 am
Forum: Reports + Printing
Topic: Invoice Date Printing On Invoices
Replies: 10
Views: 4892

Invoice Date Printing On Invoices

How do we setup our printed invoices to print the Invoice Date vs the Date Printed? When submitting invoices for tire or part rebates the Invoice Date is way more important.
by tanyah
Wed May 04, 2016 12:40 pm
Forum: Scheduler
Topic: Scheduler Going Forward
Replies: 11
Views: 6160

Re: Scheduler Going Forward

I have a few slight issues with the new scheduler and that relates to the pre-designed appointment states. It would be nice if we could change the colors for these. Cause honesty the colors don't make sense. For example-Finished is Green. Common sense tells the brain that green means go ( which I ca...
by tanyah
Thu Mar 24, 2016 2:02 pm
Forum: Scheduler
Topic: Scheduler Feedback 2016
Replies: 111
Views: 42821

Re: Scheduler 7.07

We just updated to Manager 7.0 today, been messing with the scheduler with setup and noticed on our appointments with companies, the company name does not appear in the header on the appointment block. Individual names do, but we have a lot of fleet companies and business and it would be beneficial ...

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