ITrack/Pro/Home Screen - Revision history

Along: Added information on the Lost Sales tab

2020-05-14T16:43:04Z

Added information on the Lost Sales tab

← Older revision		Revision as of 11:43, 14 May 2020
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	The Lost Sales tab is in place to record any instances of a lost sale (i.e. a customer calls in to purchase an item but the item is not in stock).		The Lost Sales tab is in place to record any instances of a lost sale (i.e. a customer calls in to purchase an item but the item is not in stock).
			Like the Bids tab, you can edit the date range in order to reduce the number of results on screen.

	~~Like~~ the ~~Bids tab, you can edit the date range in order~~ to ~~reduce the number of results on screen.~~		See the [[ITrack/Pro/Quotes Screen\| Quotes Screen]] for information on how to change a quote to a lost sale

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]
	[[Category:HeavyTruckParts.net]]		[[Category:HeavyTruckParts.net]]

Along: /* Lost Sales */

2020-05-14T16:39:27Z

Lost Sales

← Older revision		Revision as of 11:39, 14 May 2020
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	===Lost Sales===		===Lost Sales===

			The Lost Sales tab is in place to record any instances of a lost sale (i.e. a customer calls in to purchase an item but the item is not in stock).

			Like the Bids tab, you can edit the date range in order to reduce the number of results on screen.

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]
	[[Category:HeavyTruckParts.net]]		[[Category:HeavyTruckParts.net]]

Rmccown: /* Document Tabs */ added a placeholder for the lost sales tab, still needs info added

2019-05-02T15:26:05Z

Document Tabs: added a placeholder for the lost sales tab, still needs info added

← Older revision		Revision as of 10:26, 2 May 2019
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	A Bid is an amount of money that you plan on spending to acquire an item at an auction; multiple Bids can be made for the same item, and if you win the item in the auction the Bid is marked as 'Purchased' - if you lose the bidding then the Bid is marked as 'Closed'. Select the checkboxes in the Bids tab to view a list of Open, Closed, and Purchased Bids. See the [[ITrack/Pro/Vehicles Screen\|Vehicles Screen]] for more information on creating Bids.		A Bid is an amount of money that you plan on spending to acquire an item at an auction; multiple Bids can be made for the same item, and if you win the item in the auction the Bid is marked as 'Purchased' - if you lose the bidding then the Bid is marked as 'Closed'. Select the checkboxes in the Bids tab to view a list of Open, Closed, and Purchased Bids. See the [[ITrack/Pro/Vehicles Screen\|Vehicles Screen]] for more information on creating Bids.

			===Lost Sales===

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]
	[[Category:HeavyTruckParts.net]]		[[Category:HeavyTruckParts.net]]

Rmccown: /* Quick Links */ updates for new home window

2019-05-02T15:20:11Z

Quick Links: updates for new home window

← Older revision		Revision as of 10:20, 2 May 2019
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	'''View Recent Changes''' takes you to the ''ITrackPro Changelog'', which shows details from the version updates.<br>		'''View Recent Changes''' takes you to the ''ITrackPro Changelog'', which shows details from the version updates.<br>
	'''Training Tutorials''' takes you to the ITrackPro Training Videos.<br>		'''Training Tutorials''' takes you to the ITrackPro Training Videos.<br>
			'''Newsletter Signup''' takes you to a form to sign up for the ISoft Data Systems Newsletter.<br>
	'''Report a Bug''' launches your default e-mail program and addresses a message to ''pro@isoftdata.com''.<br>		'''Report a Bug''' launches your default e-mail program and addresses a message to ''pro@isoftdata.com''.<br>
	'''Contact Support''' opens the ISoft Data Systems contact web page.<br>		'''Contact Support''' opens the ISoft Data Systems contact web page.<br>

Rmccown: /* Quick Links */ updates for new home window

2019-05-02T15:19:11Z

Quick Links: updates for new home window

← Older revision		Revision as of 10:19, 2 May 2019
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	The Quick Links at the top of the screen take you to various help screens.<br>		The Quick Links at the top of the screen take you to various help screens.<br>
	'''View Recent Changes''' takes you to the ''ITrackPro Changelog'', which shows details from the version updates.<br>		'''View Recent Changes''' takes you to the ''ITrackPro Changelog'', which shows details from the version updates.<br>
			'''Training Tutorials''' takes you to the ITrackPro Training Videos.<br>
	'''Report a Bug''' launches your default e-mail program and addresses a message to ''pro@isoftdata.com''.<br>		'''Report a Bug''' launches your default e-mail program and addresses a message to ''pro@isoftdata.com''.<br>
	'''Contact Support''' opens the ISoft Data Systems contact web page.<br>		'''Contact Support''' opens the ISoft Data Systems contact web page.<br>
	'''View Help''' opens the ISoft Wiki page for ITrack Pro. This gives you the full ''User's Manual'', ''Troubleshooting'', ''Error Messages'', and other useful information.		'''View Help''' opens the ISoft Wiki page for ITrack Pro. This gives you the full ''User's Manual'', ''Troubleshooting'', ''Error Messages'', and other useful information.

	==Main Menu==		==Main Menu==

Hheffelbower: /* Work Orders */ Edits to improve readability

2016-02-17T21:38:48Z

Work Orders: Edits to improve readability

← Older revision		Revision as of 16:38, 17 February 2016
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	=== Work Orders ===		=== Work Orders ===
	The Work Orders tab allows you to view work orders. Work orders ~~are made in the Quotes Screen and~~ allow you to put parts on hold that will be used to do work on a customer's vehicle. Work orders ~~do not~~ expire.		The Work Orders tab allows you to view existing work orders. Work orders allow you to put parts on hold that will be used to do work on a customer's vehicle. Work orders never expire, and can be created in the Quotes Screen.

	=== Deliveries ===		=== Deliveries ===

Hheffelbower: /* Build Orders */

2016-02-17T21:34:06Z

Build Orders

← Older revision		Revision as of 16:34, 17 February 2016
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	=== Build Orders ===		=== Build Orders ===
	Build orders are made in the Advanced Tab of the [[ITrack/Pro/Parts Screen\|Parts Screen]], but they can be accessed using either the Home Screen or the Quotes Screen. Build Orders allow you to combine a group of component parts to make a new part. For example, you may combine a transmission core, a rebuild kit and labor to build a new transmission that is ready to use.		Build orders are made in the Advanced Tab of the [[ITrack/Pro/Parts Screen\|Parts Screen]], but they can be accessed using either the Home Screen or the Quotes Screen. Build Orders allow you to combine a group of component parts to make a new part. For example, you may combine a transmission core, a rebuild kit, and labor to build a new transmission that is ready to use.
	<br>		<br>
	You can view active, closed, or all build orders. You can also choose to view your build orders or all build orders created.		You can view active, closed, or all build orders. You can also choose to view your build orders or all build orders created.

Hheffelbower: /* Quotes */ Edit to improve readability

2016-02-17T21:32:50Z

Quotes: Edit to improve readability

← Older revision		Revision as of 16:32, 17 February 2016
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	=== Quotes ===		=== Quotes ===
	The Quotes tab allows you to easily view a variety of quotes your company has created. You can choose to view active quotes, expired quotes or all quotes (both active and expired). You can also select whether you want to view your ~~quotes~~ or everyone's quotes.		The Quotes tab allows you to easily view a variety of quotes your company has created. You can choose to view active quotes, expired quotes or all quotes (both active and expired). You can also select whether you want to view your or everyone's quotes.

	For ~~info~~ on creating new quotes, deliveries, build orders or work orders see the [[ITrack/Pro/Quotes Screen\|Quotes Screen]].		For information on creating new quotes, deliveries, build orders, or work orders see the [[ITrack/Pro/Quotes Screen\|Quotes Screen]].

	=== Build Orders ===		=== Build Orders ===

Hheffelbower: /* Sales */ Edit previous to improve readability

2016-02-17T21:31:32Z

Sales: Edit previous to improve readability

← Older revision		Revision as of 16:31, 17 February 2016
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	== Document Tabs ==		== Document Tabs ==
	=== Sales ===		=== Sales ===
	The Sales tab offers a few choices for displaying invoices. At the top left of the Sales tab, you can view your customer's invoices by clicking "Mine," or "All" customers. When All is selected, a button displays ~~with~~ two green arrows~~. That button allows you to refresh, which will give you the most current view~~.		The Sales tab offers a few choices for displaying invoices. At the top left of the Sales tab, you can view your customer's invoices by clicking "Mine," or "All" customers. When All is selected, a refresh button displays (two green arrows).

	The Shipping and Billing options toggle between the shipping and billing name in the third column.		The Shipping and Billing options toggle between the shipping and billing name in the third column.

	To search based on date, use the Date Range controls below. Setting the drop down to "Always" will show all open invoices. "Custom" lets you specify ~~specific~~ dates. You can also use the quick options of "Yesterday," "Today," "This Year," etc.		To search based on date, use the Date Range controls below. Setting the drop down to "Always" will show all open invoices. "Custom" lets you specify dates. You can also use the quick options of "Yesterday," "Today," "This Year," etc.

	In the list itself, clicking a column header sorts the invoices by that column. Click once to sort ascending (A-Z), and ~~click~~ again to sort descending (Z-A). Clicking any of the controls on the left will reset the list to default sorting.		In the list itself, clicking a column header sorts the invoices by that column. Click once to sort ascending (A-Z), and again to sort descending (Z-A). Clicking any of the controls on the left will reset the list to default sorting.

	Double-clicking any invoice line will open that invoice in the Sales screen. Sales will also show in the Open Windows pane.		Double-clicking any invoice line will open that invoice in the Sales screen. Sales will also show in the Open Windows pane.

Hheffelbower: Updated the Home Screen text

2016-02-17T21:21:59Z

Updated the Home Screen text

← Older revision		Revision as of 16:21, 17 February 2016
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	=~~=Main Menu=~~=		=The Home Screen=
	[[Image:Pro_home_01.png\|thumb\|right\|600px\|Home Screen]]		[[Image:Pro_home_01.png\|thumb\|right\|600px\|Home Screen]]
	The Home Screen is the starting point for ITrack Pro. ~~On the Home Screen you see the~~ Main Menu~~, a list of open windows, pending jobs, and other valuable information.~~		The Home Screen is the starting point for ITrack Pro. It is divided into four sections:
			* Quick Links (top)
			* The Main Menu (top left)
			* Open Windows (bottom left)
			* Document Tabs (main section)

	The ~~Main Menu is~~ the ~~command center~~ of your ~~inventory system~~. ~~All of~~ the ~~different screens in~~ ITrack Pro ~~are available in~~ the ~~Main Menu~~, ~~located on the left side of the screen~~.		== Quick Links ==
			The Quick Links at the top of the screen take you to various help screens.<br>
			'''View Recent Changes''' takes you to the ''ITrackPro Changelog'', which shows details from the version updates.<br>
			'''Report a Bug''' launches your default e-mail program and addresses a message to ''pro@isoftdata.com''.<br>
			'''Contact Support''' opens the ISoft Data Systems contact web page.<br>
			'''View Help''' opens the ISoft Wiki page for ITrack Pro. This gives you the full ''User's Manual'', ''Troubleshooting'', ''Error Messages'', and other useful information.

	ITrack Pro ~~is different from other inventory management systems because it allows you to open more than one screen at~~ a ~~time~~. ~~This allows you~~ to ~~easily toggle back and forth between screens~~, ~~saving you time~~.		==Main Menu==
			The Main Menu is the command center of your inventory system. You can access each of the ITrack Pro screens with a single click. Once open, these screens are added to Open Windows, below.

	Below the Main Menu you will see an Open Windows list. Every time you open a new screen from the Main Menu, it will show up in the Open Windows list. This will show you which screens you have open. You can easily switch to an open screen by clicking it in the list.		== Open Windows ==
			Below the Main Menu you will see an Open Windows list. Every time you open a new screen from the Main Menu, it will show up in the Open Windows list. This will show you which screens you have open. You can easily switch to an open screen by clicking it in the list.

	== Document Tabs ==		== Document Tabs ==