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 Welcome
Tips and Hints
0.0 Basic Self Help Video and Page directory
Credit Card Processing
 1.0 Tutorials
1.1 Set-up and Useful Tools Tutorials
1.2 Inventory Tutorials
1.3 Work Order/Sales Order Tutorials
1.4 Purchase Order Tutorials
1.5 Accounting Tutorials
1.6 Electronic Documents and Communication
1.7 Shop Time Manager Tutorials
1.8 Manufacturing Tutorials
2.0 Overview and Getting Started
System Overview Video
2.1 Setup Accounting
2.1.1 Accounting Setup Checklist
2.2 Basic System Setup
2.3 Vendor File Overview
2.3.1 Payables Overview
2.4 Customer File Overview
2.4.1 Receivables Overview
2.5 Inventory Overview
2.6 Sales Overview
2.7 Daily Balancing and Deposits Overview
Troubleshooting Sales Ledger Problems
2.8 Go Live Process
2.9 Common Keys and Tools
Grid Search, combination, average
3.0 Vendor Files
3.1 Vendor Field and Button Definitions
3.2 Creating Vendor Files
3.2.a Combining Vendor Files
3.3 General Ledger Distribution & Payment
3.4 Print [F7] Menu - Vendor File
3.4.1 Vendor Labels
3.4.2 Vendor Purchase Reports
3.5 Printing in the Vendor File
Setting up Remit Vendors
4.0 Customer Files
4.1 Creating a New Customer File
4.1.1 Customer Statement Discounts
4.1.2 Customer Credit Cards
4.1.3 Setting up Alternate Cash Accounts
4.1.4 Default PO & Purchase Max
4.2 Sales Tax Setup Changes and Use
4.2.1 Sales Tax Setup per Customer
Tax Expiration Date
Changing Tax Percentage
4.2.2 GST, PST and HST Canadian Tax Setup
4.2.2.1 GST, PST and HST Exemptions
4.2.2.2 Tax Details and Exemption Use
4.2.2.3 GST, PST and HST Reporting
4.2.3 Sales Tax per Unit
4.2.4 Sales Tax per Shipping Account
4.2.5 Sales Tax per Item and per Sale
Specific Exemption Codes
4.2.6 Sales Tax Refund
4.2.7 Sales Tax Report
4.3 Editing a Customer File
4.3.1 Consolidating Customer Accounts
4.3.2 Changing Customer Name
4.3.3 Credit Terms and Credit Hold
4.3.3.a Credit Limit Password
4.3.4 Customer File Edit Log
4.4 Printing Options from Customer File
4.4.1 Customer Custom Forms
4.4.2 Labels for group of Customers
4.4.2.1 Labels for Customers YTD Purchases
4.4.2.2 Labels for Customers by set Group
4.4.2.3 Labels for Customers by SIG Code
4.5 Customer Sales and Payment History
4.6 Customer Price Matrixing
4.6.1 Price Matrix by Account Type
4.6.2 Non inventory price setup
4.6.3 Default Price Matrix
4.6.4 Sig Code Default Matrix
4.6.5Labor Price Matrix
4.7 Signature Lists & Notations
4.8 Customer Unit Information
4.8.1 Unit Information Fields
4.8.2 Custom Unit Information Fields
4.8.3 Unit History
4.8.4 Maintenance and Alerts
4.8.5 Cost Per Mile and Mileage
4.8.6 Make Maintenance
4.8.7 Editing Unit Numbers
4.8.8 Process for fixing lost Unit information
4.9 Customer Shipping Set-up
5.0 Inventory
5.1 Inventory Classes
Inventory Videos
5.2 Margin VERSUS Markup
5.2.1 Minimum Margin Flag
5.3 Line Codes
5.2.1 Special Line Codes
5.2.2 Common Line Codes
5.2.3 Default Line Code
5.4 Inventory Fields
5.4.1 Item Number
5.4.2 Description
5.4.3 Bin Location
5.5 Inventory Function Keys
5.6 Inventory Search / Grid Search
5.6.1 Adjust Inventory Search Grid View
5.6.2 Inventory Search Options and Tools
5.6.2.1 A. Print Labels - inventory search
5.6.2.2 B. Edit Barcode UPC - inventory search
5.6.2.3 C. Interchange - inventory search
5.6.2.4 E. Edit Supplier - inventory search
5.6.2.5 F. Low Quantity - inventory search
Low Quantity Report - Reached Minimum
5.6.2.6 H. History Search - inventory search
5.6.2.7 U. Update Quantity - inventory search
5.6.2.8 O. Order Parts - inventory search
5.6.2.9 [F9] Prices - inventory search
5.6.2.10 T. Tag parts - inventory search
5.6.2.11 Z. Zoom - inventory search zoom view
5.6.2.12 [F12] Store search - inventory search
5.6.3 Inventory Group and Subgroup
5.7 Adding & Editing Inventory
5.7.1 Editing Inventory Items
5.7.1.1 Prompts when Editing
5.7.2 Deleting Inventory Items
5.7.3 Vehicle Sales Inventory
5.7.4 Costing and Pricing Options
5.7.4.1 FIFO costing
5.7.4.2 Average Costing
5.7.4.3 Resetting Inventory Costs
5.7.4.4 Current Cost
5.7.5 Setting up Self Managed Inventory (SMI)
5.7.6 Serialized Part Numbers
5.7.6.1 Purchasing Serialized Parts
5.7.6.2 Selling Serialized Parts
5.7.6.3 Reporting Serialized Parts
5.7.7 Measured & Dimension Items Inventory
5.7.8 Case, Standard Package and Purchasing
5.7.9 Setting Discounts
5.7.10 Inventory Category setup and reporting
5.7.11 Federal Excise Tax Setup and Reporting
5.8 Inventory Memos
5.8.1 @ Memo - Input Form
5.8.2 '0' zero Memo
5.8.3 F Memo Freight
5.8.4 Serial Number Memo
5.8.5 D Memo Dimensional By Size
5.8.6 P or L Memo for Charge or Discount
5.8.7 Memo to Force Sales Tax
5.8.8 S Memo on Sized Parts
5.8.9 H, J and Y the Message Memos
5.8.10 I Memo Inhouse Item
5.8.11 CC-Fee (Credit Card Fee manual)
5.8.16 Q Quantity Pricing Discount
5.9 Inventory Fees and Tariffs
5.9.a Fee Templates
Setup a Fee using Default Line Item
Setup Specific Fee Item Number
5.9.b How Apply Fees From Inventory
5.9.c How to Apply Fees From Purchase Orders
5.9.d How to use Fees on Sales
5.10 Inventory Interchange, Super Ceded
5.11 Inventory Options Menu
5.11.1 Alternate Supplier
5.11.2 Velocity Margin Popularity Manager
5.11.2.1 Set Popularity by Sales
5.11.2.2 Set Class/Margin by sales or line code
5.11.3.2.a Setting Margins on ALL Parts
5.11.2.3 Set Min/Max Utility
5.11.2.4 Set Labor Rates
5.11.2.5 Edit Inventory Utility
5.11.3 Inventory menu options
5.12 Inventory Print Menu
5.12.1 Inventory Labels
5.12.2 Inventory Transaction Report
5.12.3 Inventory Comparison To Received PO
5.12.4 Inventory Images
5.12.5 Inventory Electronic Documents - EDM
5.13 Barcode Setup and Use
5.13.1 Printing Barcodes
5.13.2 Purchase Order Barcodes
5.13.3 Workorder Barcodes - Point of Sale Barcodes
5.14 Inventory Sales History
5.15 Inventory Cores
5.15.1 Core Setup
5.15.1.1 Core Features and Settings
5.15.1.2 Core Accounting Setup
5.15.1.3 Core Default Line Code Setup
5.15.1.4 Building all Core Parts
5.15.1.5 Core Grouping Setup
5.15.2 Selling items with Cores
5.15.5 Core Credits / Return Cores
5.15.5.1 Return Cores Automatically
5.15.5.2 Return Cores Manually
5.15.6 Non-Inventoried Cores
5.15.6 Reporting on Cores
5.16 Class Codes
5.16.1 Class Code Tools
5.17 Pricing Database - Prices Catalog
5.17.1 Selling items from Price File
5.17.2 Core Charges in Price File data
5.17.3 Updating Inventory Current Cost from Prices
5.17.4 Moving Items from Inventory to Price File
5.17.5 Price Import and All Makes Import
5.18 Inventory Kits
5.18.1 Setting up the Kit Item
5.18.2 Using the KITS Screen to build a Kit
5.18. Inventory Considerations on a Kit
5.18. Using Labor in a Kit
5.18.1 Select Kit
5.18.2 Detailed Forced Kit
5.18.3 Importing kits - excel
5.18.4 LOF kit
5.19 Multiple Inventories
5.19.1 Setting up Multiple Inventory
5.19.1.1 Multiple Inventory Simple Setup
5.19.1.2 Multiple Inventory Setup with Department
5.19.2 Accessing Separate Inventories
5.19.3 Transferring Between Multiple Inventories
5.19.4 Selling from Multiple Inventories
5.19.4.1 Open Inventory
5.19.4.2 Dedicated Inventory
5.19.5 Reporting and Use of Multiple Inventories
5.19.6 Multi-Store - inventory search
5.20 Shipping Integrations
6.0 Work Orders and Sales Orders
Workorder & Salesorder Classes
Point of Sale Outline - Part One
Point of Sale Outline - Part Two
Point of Sale Videos
6.1 Starting A New Order
6.1.1 Quickstart New Orders
6.1.2 New Sale to New Customer
6.1.3 Converting, reusing or Untitled Order
6.1.4 Importing or Converting Estimate
6.1.4.1 Closing Estimates
6.1.5 Account Terms and Information
6.2 Unit Information
6.2.1 Make and Model Search
6.2.2 Improper Mileage
6.3 Selling Parts on an Order
6.3.1 Quick Search for Inventory
6.3.2 Selling Non Inventoried Parts - Non Stock
6.3.3 Selling Inventoried Parts - Stock Items
6.3.3.1 Selling Items from Prices - Price File
6.3.4 Editing Parts on Orders
6.3.5 S/O - Special Order Parts
6.3.6 Backorder Parts - not in stock parts
6.3.6.1 Partial Billing of Backordered parts
6.3.6.2 Non Inventory items on Backorder
6.3.6.3 Drop Ship - Direct Billing
6.3.6.4 Total on Backorder Notice to display on open orders
6.3.7 Return Parts
6.3.7.1 History Search to Return Part
6.3.8 Warranty on Parts
6.3.9 Toolbar to Change Price Level Per Item
6.3.10 Selling Prices
6.3.10.a Price Override
6.3.11 Deleting Parts from an Order
6.4 Selling Labor on a Work Order
6.4.1 Editing Labor on Orders
6.4.2 Grouping Parts to Labor Operations
6.4.3 Settings and Titles on Labor
6.4.4 Notes or Alerts on an Order
6.4.5 Loss Leader Job (zero price group)
6.4.6 Declined Labor
6.4.7 Warranty Labor
6.4.8 Shop Supplies, Percentage Charge
6.4.8.1 Other Percentage Charge on Workorder
6.4.8.2 Other Percentage Charge per Customer
6.4.8.3 Other Percentage Charge per Labor Code
6.5 Selling Sublet on an Order
6.6 Amending and Editing an Order
6.6.1 Password Protection for Closed Orders
6.7 Open Orders Screen
6.7.1 Searching Orders
6.7.1.1 Grid Search
6.7.1.2 Grid Search By Specific Column
6.7.1.3 [F3] Search By Tech
6.7.1.4 [F8] Search By Order Number
6.7.1.5 [F10] Search History
6.7.2 Open Orders Screen Options
6.7.3 Viewing Open Orders
6.7.3.1 Default Viewed Order Type
6.7.3.2 Record Count View
6.7.3.3 Workorder Category and Workorder Status
6.7.3.3.a Category / Department
6.7.3.4.b Status / Order Status
Status Changes and Meaning
Workorder Source / Campaign
6.7.4 Orders Reporting / History Reports
6.7.4.1 Work in Progress Report (jobs)
6.7.4.2 Open Workorder Profit Report
6.7.4.3 Workorder History Report
6.7.4.4 Labor Service Report
6.7.5 Remove from Open Orders
6.7.6 Fleet Billing / Batch Billing
6.7.6.a Setup
6.7.6.b Batched order Processing
6.7.6.c Reporting and Troubleshooting Batch Billing
6.8 Warranty Options
Parts Warranty (internal)
Labor Dollars Warranty (internal)
Labor Hours Warranty (internal tech efficiency)
Company Policy Warranty
Warranty for Reimbursement
Warranty Co-Pay Module
6.9 Inhouse /Sub Kit Orders / Assembly Orders
6.9.1 Assembly Orders / Sub Part [F12] Kits
6.9.1.1 [F12] Sub Part Kit
6.9.1.2 [F12] Sub Kit Deposits
6.9.2 [F12] Sub Kit CoPay Warranty Order
6.9.2.1 Using Grouping Features in SubKit
6.9.3 Inhouse Orders for Rebuilding & Using Serial Numbers
6.9.4 Work Order Assembly and Sub Assembly
6.9.5 Internal Repairs and Expenses
6.10 Closing, Printing and Billing Orders
6.10.1 Accessing Closed / Billed Sales, History
6.10.2 Confirm Print and Bill this Order
6.10.3 Caution Backorders Exist
6.10.4 Approved By, Ship Via, Ship FOB
6.10.5 Cash Sale - Payment Options
6.10.5.1 Split Payment on Cash Sale
6.10.5.2 Bill to another account
6.10.5.3 Third Party CC List
6.10.5.4 Credit Card with PlussPay
6.10.5.5 Amount Received / Overpay / Underpay
6.10.6 Print / Fax / Email copy
6.10.7 Labor Hours ALERT
6.10.8 Timeclock ALERT
6.11 Order Options and Features
6.11.1 A. Printing - order options
6.11.1.1 View Copy
6.11.1.2 Work Request Copy
6.11.1.3 Profit Rating Review
6.11.1.4 Customize Print Chains
6.11.2 B. Utilities - order options
6.11.2.1 Mark / Move / Group/ Copy
6.11.2.2 Recover Parts Labor and Account
6.11.2.3 Profit Rate Order [Ctrl] & R
6.11.2.4 Mark Labor Done / Hold
6.11.2.5 Time Clock Review / Discrepancies
6.11.2.6 Edit Ship To information
6.11.3 C. Deposit Utility - order options
6.11.4 D. History - order options
6.11.5 E. Estimating - order options
6.11.6 F. Freight - order options
6.11.7 G. Core bank - order options
6.11.8 H. Sub Part (Kit) - order options
6.11.9 K. Parts Features - order options
6.11.9.1 Backorders - Parts Features
6.11.9.2 Parts Discount / Decline Work - Parts Features
6.11.9.3 Warranty Part - Parts Features
6.11.9.4 Sale History - Parts Features
6.11.9.5 Zero Prices / Total Items - Parts Features
6.11.9.6 Purchase History - Parts Features
6.11.10 L. Kit Builder - order options
6.11.11 R. Mark as Open - order options
6.11.12 T. Taxable Status - order options
6.11.13 V. Reorder to New Order - order options
6.11.14 W. Warranty Co Pay - order options
6.12 Scheduling
6.12.1 Adding Basic Schedule Note
6.12.2 Adding a WO Schedule
6.12.3 Moving Schedules
6.12.4 Reporting on Schedules
6.12.5 Default Schedules
6.13 Recurring Billing
6.14 Sales Rebates, Gift Certificates and other Specials
6.14.1 Gift Certificates
6.14.1.1 Canadian Gift Certificates
6.14.2 Rebates from 3rd party
6.14.2.1 Rebates to seperate account
6.14.3 Simple Discount
6.15 Orders for National Tire Accounts
7.0 Labor Codes
7.1 Labor Code Class Outlines
Class One - Labor Setup and Use
Class Two - Labor Reporting
Labor Code Videos
7.2 Building Labor Codes
7.2.1 Calculating Burden Rate
7.3 Smart Codes
7.4 Checklist or Template Labor Setup
7.5 Calculated Labor Code
7.6 Labor Group, Labor Kit
7.7 Loss Leader Labor Code (zero price group)
7.8 Class Codes on Labor
8.0 Purchase Orders
8.1 Purchase Order Classes
8.1.1 Purchase Order Outline Class One
8.1.2 Purchase Order Class Outline Two
8.1.3 Quick steps for a STOCK PO
Purchase Order Videos
8.2 Parts to Order - Build Purchase Order
8.2.1 Quantity in Stock reached Minimum
8.1.1.1 Low Quantity Order
8.1.1.2 Forced Orders
8.2.2 Reorder item sent from Inventory
8.2.3 Backorder from Point of Sale
8.2.4 Direct Entry of New Item for Purchase
8.3 Order Parts - Create the Purchase Order
8.4 Receiving Parts - Receive Purchase Order
8.4.2 Receiving Partial Orders
8.4.3 Receiving New Items to Stock
8.4.4 Adding Freight Charges
8.4.4.1 Adding Freight Cost to Inventory Selling
8.4.4.2 Adding Freight Cost to Inventory Cost
8.4.4.3 Charging Freight directly to Customer
8.4.5 Posting Invoices to Payables
8.5 Purchase Order Button Definition
8.6 Purchase Order Menu
8.6.1 Purchase Order Report
8.7 Using Purchase Orders
8.7.1 GST on Purchase Orders
8.7.2 Sublet Items
8.7.3 Alternate Suppliers
8.7.4 Returns
8.7.5 Purchase Orders and Payables
8.7.6 Locking Purchase Orders
8.8 Grid Search in Purchase Orders
8.9 Using Reference Field
8.10 Searching Purchase Order History
8.11 USA and Canada Exchange Rate
9.0 Shop Time Manager/ Timecard
9.1 Touch Screen Timeclock Classes
Timeclock Setup - Class One
Timeclock Use - Class Two
Timeclock Reporting - Class Three
9.2 Touch Screen Control Center - Setup
9.3 General Timeclock Help
9.2.1 Timeclock: Mechanic Screen
9.2.2 Timeclock: WO Screen
9.2.3 Timeclock: Job Codes Screen
9.2.4 Timeclock: Login Screen
9.2.4.1Non Productive or Non Billed time - vacation - sick
9.2.5 Timeclock: Grouping Screens
9.2.6 Timeclock: Parts & Labor
9.2.7 Timeclock: Reporting
9.2.8 Timeclock: Admin
9.2.9 Time Conversion Cheat Sheet
9.4 Case Scenarios: How to use Timeclock
9.3.1 Timeclock: Hourly Billing
9.3.2 Timeclock: Flat rate only
9.3.3 Timeclock: Parts Order S/O
9.5 Editing Times
10.0 Accounting
A. Deposits
10.1.1 Making Deposits
10.1.2 Adding a New Deposit Record
10.1.3 Searching, Editing & Deleting Deposits
10.1.4 Options Menu
10.1.5 Printing Deposits
10.1.6 Customer & Vendor Re-embersment
B. Accounts Payable
C. Check Register
10.3.1 Adding/Editing the Check Register
10.3.2 Navigating the Check Register
10.3.3 Printing Checks
10.3.4 Check Options List
10.3.5 Reconciling Checks
10.3.6 How to Void Checks
D. Chart of Accounts
10.4.1 Adding, Editing and Deleting a G/L Account
10.4.2 Chart of Accounts Options Menu
10.4.2.1 Chart of Accounts Setup Defaults
10.4.2..2 Tracking Returns to Separate GL
10.4.2.3 Cost of Goods / Merchandise Purchase
10.4.2.4 Accounting Inventory Utilities - Sum Inventory
Reports to Verify Inventory Values
10.4.2.5Locking Months / Accounting Close Months
10.4.2.6 Check Distribution - In Balance
Transaction Error Report - check distribution
10.4.3 Viewing Options
10.4.5 Chart of Accounts View Options
10.5 Financial Statements
10.5.1 Check Distribution
10.5.2 Total Distribution Reports
10.5.2.a Total Distribution - specific General Ledger Account
10.5.2.b Total Distribution - print or PDF only
10.5.2.c Total Distribution Export to Excel , TXT or ASCII
10.5.3 Adjusted Trail Balance
10.5.4 Income Statement and Balance Sheet
10.5.5 Trial Balance
10.6 Entering Beginning & Mid-Year Balances
E. Adjustment Journal
10.7.1 Adding Adjustment Records
10.7.2 Find & Edit Adjustments
10.7.3 Options and Advanced Features
10.7.4 Month End
F. G/L Charting
H. Accounting Reports
10.9.1 A. Vendor / Payable Reports
10.9.2 B. Activity Report
10.9.3 C. Cash Flow Reports
10.9.4 D. Budget Reporting
10.9.5 E. Financial Analysis Reporting
10.9.6 G. Inventory Asset Reporting
10.9.7 H. Inventory Evaluation Reporting
Work in Progress - Evaluation Report - WIP
10.9.8 I. Transactions
10.9.8.1Transactions by Reference
General Ledger Totals - Transactions by Reference
Item Source - Transactions by Reference
Account Detail - Transactions by Reference
Income Statement - Transactions by Reference
10.9.8.2 Activity Report - Transactions
10.9.8.3 GL Transactions Report
10.9.8.4 Current AR Aging - Transaction Report
10.9.8.5 Sales by Sales Person - Transaction Report
10.10 Daily Balancing - Revenue and Activity
I. Accounting Utilities
10.11.1 Accounting Maintenance (AP utility)
10.11.2 GL Total Distribution
10.11.3 1099 Utility
10.11.4 Verify Utility (AP and AR balancing)
10.1 Accounting Features
10.12.1 Block GL field at Point of Sale
10.2 Year End Close - full Accounting
10.13.1 Year End Balances & Retained Earnings
10.13.2 Managing A/R After Year End
10.13.3 Managing A/P After Year End
11.0 Accounts Receivable
11.1 Accounts Receivable Beginning Balances
11.2 Customer Payments ROA
11.2.1 Using Existing Credits on Account
11.2.2 Writing off Receivable Charges
11.2.3 NSF on customer payment
11.2.3.a Charging NSF Fees
11.2.4 Bad Debt Write Off
11.2.5 Offset Charges from Receivables to Payables
11.2.6 C.O.D. Customer Payment
11.3 Customer Statements
11.3.1 Verify Customer Balances before Statements
11.3.2 First Time Printing Customer Statements
11.3.3 Monthly Process of Customer Statements
11.3.4 Customer Statement Setup and Options
11.3.1.1 Messages on Statements
11.3.1.2 Past Due Fee and Service Charge
11.3.1.3 Printing Format on Statements
Setting Customers up for Email Statements
Statement Format for Email Copy
11.4 Accounts Receivable Reconciliation
11.5 Accounts Receivable Functions and Useage
11.5.1 Deleting Service Charges
11.6 Changing Receivable Records
11.6.1 Editing Sales Ledger Records
11.6.2 Adding Record Manually to Accounts Receivable
11.7 Searching Accounts Receivable
11.8 Customer Refund
11.8.1 Credit Card Refund
11.8.2 Cash Refund to Customer
11.8.3 Refund Check to Customer on File
11.8.4 Refund Check to Customer not on File
11.9Employee Receivables
11.10 Collections Procedures
11.10.1 Minimum Monthly Payments - Receivables
11.10.2 Build Preset Future Payments - Recievables
11.10.3 Notations - Collection and Payment
12.0 Accounts Payable
12.1 Beginning Vendor Balances
12.2 Adding Payables
12.3 Paying Invoices
12.3.1 Discount Checks
12.3.2 Partial Payments
12.3.3 Paying with Credit Card
12.4 Vendor Refund by Check
12.5 AP Options Menu
12.6 Printing within AP
12.7 Balancing Accounts Payable
12.8 Key AP Reports and Views
12.9 How to Delete or Void Accounts Payable Checks
14.0 Preventative Maintenance Module PM
14.1 PM Service Setup
14.2Customer Unit Information
14.3 PM Service Unit Alerts
14.3.1 Using PM Service Alerts
14.4 Pre-Loading PM Service
14.5 Pre-Loading Mileage
14.6 Editing Mileage
14.7 Setting up PM Service Labor Codes
14.8 Using PM Service on WO
14.9 PM Service Reporting
14.9.1 A. Preventative Maintenance Report
14.10 Using Maintenance Schedule screen
14.12 Preventative Maintenance Notification
14.12.a Inventory Item Configuration for Notifications
14.12.b Unit Configuration for Notifications
14.12.c Customer Contact Configuration for Notifications
14.12.d Notifications Control Utility
14.13 Telematic Integrations
14.12.1 PeopleNet Integration Setup
14.12.2 ibright Integration Setup
15.0 Vehicle Sales
15.1 Vehicle Sales Setup
15.1.1 VSM Setup Chart of Accounts
15.1.1.1 VSM Asset Cost and Revenue Setup
15.1.1.2 VSM Sales Tax Liability Account
15.1.1.3 VSM Sales Charges and Fees Account
15.1.2 VSM Setup Inventory Line Codes
15.1.3 VSM Setup Inhouse Customer
15.1.3.1 VSM Setup In Stock Units
15.1.4 VSM Setup Tax Area
Single Article Tax Setup and Use
15.1.5 VSM Setup separate Receivable GL
15.1.8 VSM Setup Bill of Sale and GL
15.1.9 VSM Customer Deposits Liabilty GL
15.1.9.1 VSM Setup Liability GL for Deposits
15.1.9.2 VSM Balancing / Reporting on Customer Deposits
15.1.10 Commission Salesperson setup
15.2 Setting up VSM Inventory
15.2.1 Class Codes for VSM
15.3 VSM Purchases - Aquisition and Costs
15.3.1 Manually Added Base Unit
15.3.1.a UpFitter Base Unit
15.3.2 Purchased Base Unit
15.3.3 Inhouse Purchase Orders VSM
15.3.3.a Inhouse Expenses
15.4 VSM Inhouse Workorder Costs
15.4.1 Inhouse Order in the Sales Ledger
15.4.2Inhouse Order Converted to Cost
15.4.3 Pre Delivery Inspection Reimbursed
15.4.4 Work done by BRANCH - SUBLET
15.5 Vehicle Sales Selling
15.5.1 Opening the Vehicle Sales Order
15.5.2 Understanding the Vehicle Sales screen
15.6 Vehicle Sales Flooring and Financing
15.6.1 VSM Flooring Percent per item
15.6.2 VSM Flooring Accounts Payable Setup
15.1.7 VSM Flooring Customer / Vendor Setup
15.7 Vehicle Sales Reporting
15.7.1 VSM Sales Tax Reporting
15.7.2 Reconciling VSM value to GL
15.8 Lease Module and Leasing Sales
15.8.1 Lease General Ledger Setup
15.8.1 Lease Unit Inventory Setup
Default Line item for LSE
Class Codes for LSE
Categories for LSE
Setup Lease Units in Inventory
15.8.2 Lease Charge Recurring Billing
15.9 Commissioned Sales
15.9.1 Setup GL, Vendor and Payable
15.9.2process 1) purchase and improvements
15.9.3process 2) sales and profit calculations
15.9.4process 3) accounting and remitting to partner
15.9.4.1 Partner sold item
16.0 Electronic Documents and Communication
16.1 EDM - Setup
16.2 EDM - Customer File and Accounts Receivable
16.2.1 Accessing Electronic Document from A/R
16.3 EDM - Vendor File and Accounts Payable
16.3.1 Accessing Electronic Document from A/P
16.4 EDM - Unit history and Point of Sale
16.5 Emailing / Faxing from EDM
16.5.1 Attach A File From Your PC
16.5.2 Attach A File From Another Account
16.5.3 Attach A Scanned Document
16.6 Creating an Email Signature
17.0 Hardware, Installation & Rollout
17.0 Hardware Requirements
17.1 Workstation Installation
17.2 Windows Updates
17.3 Final Port
17.5 Disable Op Locks
17.6 Signature Pad Installation
17.7 Server Installation
17.8 Antivirus Programs
17.9 Font, Printing and Viewing issues
17.10 Program Errors
18.0 Main, Service & Utilities Menu
18.1 Utilities Menu
18.1.1 A. Menu Privileges
18.1.2 B. View Faxes Pending
18.1.3 C. Command Prompt
18.1.4 D. Printer Setup
Form K (default) example
Form J example
Form D example
California Invoice example
Form 2 Example
Form 3 Example
Form 5 example
Form 6 example
Custom Form Setup
A. Check Setup
B. Label Setup
C. Order Setup
18.1.5 E. Program Configuration
18.1.6 F. Scheme Configuration
18.1.7 G. Convert from ESII
18.1.8 View Updates.txt
18.1.9 I. Quickbooks Import/Export
Import IIF
Import CSV (Receivable and Payables)
Import from Excel
Import Inventory from Excel
Import Customers from Excel
Import Vendors from Excel
Import AR or AP from Excel
Import Check Register from Excel
Import Customer Unit from Excel
Import Workorder History from Excel
Clipboard Cut and Paste Import
Inventory Clipboard Import
Customer Clipboard Import
Vendor Clipboard Import
Accounts Receivable Clipboard Import
18.1.11 K. File Utilities
18.1.11.a Year End Utility
18.1.12 L. Backup System
18.1.13 M. Archiving Utility
18.1.14 N. Log In
18.1.17 Error Messages in Vision
18.2 System Setup
18.2.1 System Setup Walkthrough
System Setup Worksheet
18.2.2 Enter Company Heading
18.2.2 Enter Sales Personnel and Technicians
Editing Tech List Names
18.2.3 Order Number Setup
18.2.4 Default Check List
18.2.5 Printer Codes and Invoice Setup
18.2.6 Graphing Process
18.2.7 Set Default Margin
18.2.9 Password and Security Setup
Feature Protection
Password Protection
User Level Protection
User Level Privileges
Activating Privileges PRIVI.ON
18.2.10 Defaults for Tax, Bookeeping, Printing etc
18.2.11 Enter Reversing Line Codes and Column Codes
18.2.12 Setup Credit Cards or Credit Card Setup
18.2.13 Vision Interface Options/Misc Features
18.2.14 Set Year End
18.2.15 Setup Invoice Sub-totals by Line
18.2.16 Setup Defaults
18.2.17 System Features
18.2.17.1 Setup
18.2.17.2 Open Orders
18.2.17.3 Orders
18.2.17.4 Inventory
18.2.17.5 Purchase Orders
18.2.17.6 Vendors
18.2.17.7 Customers
18.2.17.8 Timelock / Time
18.2.17.9 General
18.2.17.10 User
18.2.17.11 Credit Card Fee (automated)
Change Main Menu Background
18.2.18 Mechanic Skills Setup
18.2.19 Exiting System Setup
18.3 Services Menu
18.3.1 Update Vision
Update Structures
18.3.2 Submit Feature Request
18.3.3 Tech Support Question
18.3.4 Zip Backup Restore
18.4 File Menu
18.1.14 Timeclock
18.4.14.a Timeclock Setup
18.4.14.b Timeclock Use Employee
Reporting Employee Hours
18.4.14.c Timeclock Use Administrator
User Log In / User Log Out
18.6 Find / Search / Look Up
Quoted Price
History Search
18.9 Offsite Manager
19.0 Branch Setup and Use
19.2 Branch Setup
19.2.1 Branch Name and basic files
19.2.2 Inventory Branching - Multi Inventory
19.3 Branching General Ledger setup
19.4 Summing Inventory on Branches
19.5 Branch Data Mover
19.6 Using Branches
19.7 Inventory Transfers with Branchs
19.7.1 Branch Inventory Transfer - F11
19.7.2 Branch Inventory Transfer - Purchases
19.7.3 Branch Inventory Transfer- Sales
19.7.3.a Inventory Transfer to Intercompany Account
19.7.4 Branch Inventory Transfer - PO and SO
19.7.4.a PO/SO Transfer Customer Account
19.7.4.b PO/SO Transfer Vendor Account
19.7.4.c Purchase Order in PO/SO Transfer
19.7.4.d Salesorder in PO/SO Transfer
19.7.4.e Accounting for PO/SO Transfer
Regular ROA payment between branches
Offsetting ROA payments between branches
Inter Company Account to Offset payments
19.7.5 Branch Inventory Transfer - Non Posting PO and SO
19.7.5.aa Setup Transfer GL for Non Posting Transfer
19.7.5.a Non Posting Transfer Customer
19.7.5.b Non Posting Transfer Vendor
19.7.5.c Purchase Order in Non Posting PO/SO Transfer
19.7.5.d Salesorder in Non Posting PO/SO Transfer
19.7.5.e Accounting in Non Posting PO/SO Transfer
19.8 Sync / Import Inventory
19.8.1 Outer Branch Syncing
19.9 Branch with Multi-Inventory
19.10 Tax Area Setup for Branch Stores
20.0 Reports
20.1 Inventory Reports
20.1.1 Inventory Cycle Count
20.1.2 Inventory Variance Report
20.1.3 Slow Moving items Dead Inventory
20.1.4 Inventory Values Report
20.1.5 Inventory Monthly Reports
20.1.6 Inventory Movement Report
20.1.7 Inventory Sold and On Hand Report
20.2 Sales and Income Reports
20.2.1 Cash Basis Commission reporting
20.2.2 Income and Receivable Reports
20.2.3 Sales Journal Reports
20.2.4 Customer Sales Ranking Report
20.3 Customer Information Reporting
Customer File Information Reports
20.4 Sales History Detail Reports
20.4.1 Sales Ranking Reports
20.4.2 Inventory Category Reports
20.5 Unit Info / Unit History Reports
20.5.1 Unit Information Reports
20.5.2 Unit History Reports
20.6 Labor and Hours Reporting
A. Detail Mechanic Hours Report
B. Summary By Tech With Potential Report
C. Class Code Summary on Labor Hours Report
D. Tech Only Itemization Hours Report
E. Productivity Idle Tech Hours Report
F. Tech Only By WO Hours Report
Blue Track Certification - Dwell Time Reporting
20.7 Report Builder
20.8 Commission Reports and Setup
20.8.1 Written By Setup
20.8.2 Sales Person Setup
20.8.3 Revenue Category Commission
20.8.4 Advanced Commission Setup and Reporting
20.8.5 Sales Person / Adviser Report
21.0 Integrations
21.1 Thermo King
21.2 Credit Card Processing
Pluss Payment Credit Card Processing
Credit Card Pluss Payment Help Videos
Pluss Payment Setup
Configure User Settings
Terminal Merchant
Virtual Merchant
Pluss Payment Use
Adding a CC to a customers account
Edit / Update Credit Card Token on file
Replace Credit Card Token
Billing an order to a CC at Point of Sale
Taking Deposits on Open Sales with a CC
ROA (Received on Account) payment
Pluss Payment Refund
CC Refund /Return on Sale
CC Refund / Return on Item
CC Refund of Charges Only
21.3 Motor Fleetcross Use
Motor Fleet Cross Parts
Motor Fleet Cross Labor Times
Motor Fleet Cross Line Table
21.4 IBS Interstate Billing Service Transfer
Setup IBS account details
Setup IBS Customers
Setup IBS custom form
Billing IBS Customers
Processing to IBS for payment
Using IBS with Branch Stores
21.5 Quickbooks Desktop
21.5.0 Minimum Requirements
21.5.1 Communication
21.5.2 Installation
21.6 NAPA IBS HUB
21.6.1 NAPA Integration Setup
21.6.1a NAPA Integration Features
21.6.2 NAPA Integration - Ordering Parts
21.6.2a Adjusting Quantity Ordered
21.6.2b Using S/O or Part Comment Request
21.6.3 NAPA Integration - Receiving Parts
21.6.4 NAPA Integration - Returning Parts
21.6.4a NAPA Integration - Return Open Order
21.6.4b NAPA Integration - Return Sold Parts
21.7 Partseye Integration VMI
21.8 Pluss Parts Network
Find It Parts (FindItParts)
Setup FindIt Parts Account
Using FindItParts
21.9 Wisetack Financing
21.9.1 Wisetack Setup
21.9.2 Wisetack Sign Up
21.9.3 Customer Pre-Qualification with Wisetack Financing
21.9.4 Customer Application with Wisetack Financing
22.0 Pluss Commerce
22.1 Overview
22.2 Rest Service
22.3 Site Admin
23.0 Barcode & Managed Mobile Inventory
23.0 Hardware Recommendations
23.1 MMI Setup and Usage
23.1.0 Minimum Requirements
23.1.1 Setup
23.1.2 Usage
23.1.3 Troubleshooting
23.2 Barcoding Setup and Usage
23.2.0 Minimum Requirements
23.2.1 Troubleshooting
24.0 Mobile Services
24.1 Outline and Flow of Mobile Service
25.0 Test
24.2 Mobile Service Setup and Maintenance in PTM-Vision
24.3 Mobile Service Setup in Mobile App
24.4 Creating a Ticket in PTM-Vision
24.5 Creating a Ticket in Mobile Services
24.6 Using Tickets in Mobile Services
24.7 Converting Tickets to Workorders in Mobile Service
24.8 Authorization Signatures in Mobile Services
24.9 Applying Labor to Workorders in Mobile Services
24.10 Tracking Time on Workorders in Mobile Services
24.11 Applying Parts on Workorders in Mobile Services
24.12 Applying Non Inventory or Purchases on Mobile Services
24.13 Processing Information from Mobile Services
25.0 Test
25.1 Test Sub 1
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