Parts and Service

Adding creating operator to workshop loading Jobs screen
There are occasions that a user wants to see creating operator column on workshop loading Jobs screen. This column will hold the creating operator from the ...
Wed, 23 Aug, 2023 at 4:00 PM
Creating labour rates
How to create or update labour rates. The labour rates are setup in Point of sale > Miscellaneous options > Labour rates. When you enter, the scree...
Wed, 11 Aug, 2021 at 7:03 AM
Daybook Printing Automation - POS
Real-time sales data for parts and service departments   Invoices created by your parts or service departments can be be posted to your General Ledger in ...
Tue, 12 Jul, 2022 at 11:51 AM
Easy viewing of CRM records from the POS Screen
From the WIP details section on the POS screen Company/Customer/Vehicle Notes can now be viewed easily. Notes can be amended by taking the respectiv...
Thu, 11 May, 2023 at 2:49 PM
Edit Customer Details
Some multi-site companies may have a requirement for customers with a debtor’s account to have different discounts for parts and/or labour in the different...
Tue, 10 Aug, 2021 at 6:22 PM
Emailing from Parts and Service
Two ways to email documents from Parts and Service WIPS 1) After taking the Action button,  Take Print, then Email Deselect the Print option...
Tue, 12 Jul, 2022 at 11:43 AM
How can Point of Sale override the estimated cost entered in a specification line in VSB
Why is the user getting the message estimate exceeds summary when invoicing to VSB How can Point of Sale override the estimated cost entered in a specif...
Tue, 10 Aug, 2021 at 5:56 PM
How do I credit a WIP when the original WIP has dropped off the system
Do you need to credit a WIP and it is no longer available on the system? Follow the steps below To credit a WIP that has dropped off the system: Select P...
Sat, 14 Aug, 2021 at 9:33 AM
How do I delete a sublet on a WIP that is yet to be received
In the event that a sublet needs to be deleted or created in error, the following steps can be taken From Master menu select Point of s...
Tue, 10 Aug, 2021 at 6:05 PM
How to change the Order Status on a Parts Line in a Wip
There are three places within a wip to change the order status of a parts line 1. Right click on the status you want to change and select from the drop-do...
Tue, 10 Aug, 2021 at 6:07 PM