I am wondering if there is a way to make the mitchell system indicate that parts are low or zero and that those parts needs to be replenished to fill a work order. also is there a way to have parts billed out on work ordered pull from inventory as soon as they re billed out rather then when the wor...

I am wondering if there is a way to make the mitchell system indicate that parts are low or zero and that those parts needs to be replenished to fill a work order. also is there a way to have parts billed out on work ordered pull from inventory as soon as they re billed out rather then when the wor...

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I have moved your post to Reports & Printing. Any particular reason not to upgrade (free) to WIN 10? The security updates are important.
Inquiry about printing has been made on your behalf - stay tuned.

MACH1SCJ wrote: ↑

Wed Mar 15, 2023 5:11 am

System set to Average cost.

I'll just apply the freight charges to the cost of the parts as it is part of the parts cost.

You can do that but the profit % reported will be skewed if you add freight to the actual cost. If that's no concern, proceed.

Thanks for the welcome. This was for a stock order, So it is not associated with an iNV/RO at this time- I'll just add it into the cost of the parts. That will keep the invoice total accurate. Always fun with new owners & new software. Thanks for the help. MACH1SCJ Is your system set to Average cos...

This is the screen I am at. In the lower right corner there is a shipping listed, How to edit that? Welcome to the forum and thanks for posting! As stated by Ric, that is provided for electronic vendor catalogs to make use of in the future. None of those vendors has engaged it as yet. If you need f...

I'm going to steer you back to your SocialCRM agent to relay that request to that product management team.

Okay, I heard it wrong yesterday. This is what I have confirmed today: 1. SocialCRM will generate reminders for vehicle inspections as long as they are valid class 1-3 (light duty) vehicles that we recognize (selected from drop-down lists on Vehicle screen). 2. Reminders will not be generated if a '...

Please accept my apologies for the misunderstanding on this question. I am working to rectify this knowledge gap on my part and will advise.

While vehicle maintenance by mileage intervals and outstanding recommendations inside Manager SE are fairly universal across US and Canada, state inspections are not. I believe this is why they aren't factored in the datasets used by SCRM to generate the email reminders. I can re-check with SocialCR...

The workshop event is now SOLD OUT! If anyone wants to be placed on the standby list, send me a private message.

Dan - I checked into this with SocialCRM management to better understand the situation and see what was possible. There is a technical reason. The SocialCRM email remainders are based on the maintenance schedules we reference mileage readings against to determine which vehicles were eligible to rece...

Is anyone else seeing the vehicle model being truncated when scheduling? Scenario: 1. Right-click in the Schedule and choose New Appointment 2. Enter a customer name (if you have multiple customers with the same lastname select one of them) 3. In the Vehicle Selection screen the Model listed is tru...

In the "Part Item - View" we always update the vendor field and post the vendor invoice number so we have it in history regardless of how part was sourced. Also, in Vendor configurations, I have prefixed my top vendors with a numeral. For instance- 1AutoZone, 2O'Reilly, etc. so when I am in that fi...

Regarding our Manager SE Workshop - April 27-29, in Orlando:
This event is filling up; if you're planning to attend, it's time to make your move! Registration details here:
https://www.buymitchell1.net/form/m1usersinfo1.htm

That's what I would do. Your preferred screen layout can be the same (or similar) for both Users.

We have 2 computers. Did an oil change this morning. Print ticket from host. Walk to car to do something, walk back to host all columns have rearranged and the hidden ones are also back. That's all the info I can think to give you. Do each of the PCs with Manager SE have their own unique User profi...

We have 2 computers. Did an oil change this morning. Print ticket from host. Walk to car to do something, walk back to host all columns have rearranged and the hidden ones are also back. That's all the info I can think to give you. Do each of the PCs with Manager SE have their own unique User profi...

Each report is designed to answer a primary question; this request sounds like a desire to have both new customers + referral info as one report. You can get the data you seek but it'll take a couple reports to do so. [I checked the MM data export option but it doesn't include referral/source parame...