ITrack/Pro/Options Screen - Revision history

Along: /* Reports */

2020-05-20T16:36:44Z

Reports

← Older revision		Revision as of 11:36, 20 May 2020
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	[[Image:Pro_Options_Report_tab_1.png\|600px\|thumb\|left]]		[[Image:Pro_Options_Report_tab_1.png\|600px\|thumb\|left]]
	Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.		Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.
	To open reports, first click on the Edit menu. Hold your mouse over the '''Global Preferences''' and click on the '''Reports''' option.		To open reports, first click on the Edit menu.
	~~Click on the Reports tab to bring up reports.~~
			Hold your mouse over the '''Global Preferences''' and click on the '''Reports''' option.

	It is important to note that report settings affect all computers using the same ITrack Pro database, not just the computer you are using.		It is important to note that report settings affect all computers using the same ITrack Pro database, not just the computer you are using.

Along: /* Reports */

2020-05-20T16:36:12Z

Reports

← Older revision		Revision as of 11:36, 20 May 2020
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	[[Image:Pro_Options_Report_tab_1.png\|600px\|thumb\|left]]		[[Image:Pro_Options_Report_tab_1.png\|600px\|thumb\|left]]
	Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.		Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.
	To open ~~options~~, first click on the Edit menu. ~~Keep holding down~~ your mouse ~~clicker~~ and ~~then release it when you have highlighted~~ the ~~word Options~~.		To open reports, first click on the Edit menu. Hold your mouse over the '''Global Preferences''' and click on the '''Reports''' option.
	Click on the Reports tab to bring up reports.		Click on the Reports tab to bring up reports.
	It is important to note that report settings affect all computers using the same ITrack Pro database, not just the computer you are using.		It is important to note that report settings affect all computers using the same ITrack Pro database, not just the computer you are using.

Along: /* Setting up payment Methods */

2020-05-20T16:29:16Z

Setting up payment Methods

← Older revision		Revision as of 11:29, 20 May 2020
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	# '''Use Check or Authorization number''' will require that a check or authorization number is filled in on the sales quote screen whenever making payments.		# '''Use Check or Authorization number''' will require that a check or authorization number is filled in on the sales quote screen whenever making payments.
	# '''Automatically assign to new customers''' will add this payment method to any new customer you make, otherwise, you will need to manually add it on the '''payment info''' tab of the Customer Information screen.		# '''Automatically assign to new customers''' will add this payment method to any new customer you make, otherwise, you will need to manually add it on the '''payment info''' tab of the Customer Information screen.
	# '''Prompt for Payment''' ~~(?)~~		# '''Prompt for Payment''' will make a dialogue box pop up if you save an invoice without making any payments with this method.

	When you are finished adding or editing the information, click OK to save. Any payment methods you have saved in the Payment Methods tab will show up as a Payment Method option on the Sales screen.		When you are finished adding or editing the information, click OK to save. Any payment methods you have saved in the Payment Methods tab will show up as a Payment Method option on the Sales screen.

Along: /* General Information */

2020-05-20T16:27:44Z

General Information

← Older revision		Revision as of 11:27, 20 May 2020
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	*'''E''' If checked, when selecting a model prior to selecting a make, ITrack will automatically select a relevant make for that model.		*'''E''' If checked, when selecting a model prior to selecting a make, ITrack will automatically select a relevant make for that model.
	*'''F''' If checked, the enter key will move your current selection to the next available field if it is able to do so.		*'''F''' If checked, the enter key will move your current selection to the next available field if it is able to do so.
	*'''G''' If checked, the ~~enter key will move your current selection to the next available field if it~~ is ~~able to do so~~.		*'''G''' If checked, whenever you select a field and that field has an available drop down menu, the drop down menu is displayed.
	*'''H''' If checked, ~~the enter key~~ will ~~move your current selection to the next available field if it is able to do so~~.		*'''H''' If checked, hovering over a button or text field with your mouse will bring up useful tips.
	*'''I''' If checked, the ~~enter key will move your current selection to the next available field if it is able to do so~~.		*'''I''' If checked, speeds up the loading process of attachments.
	*'''J''' If checked, the ~~enter key will move your current selection to the next available field if it is able to do so~~.		*'''J''' If checked, automatically makes new parts on a purchase order, automatically checks the "print tag" checkbox.

	'''Remember, changing the information in the General tab could result in your information being moved! Please contact a technician before changing this information. Restricting users' ability to edit this page will significantly decrease the chance that information will be changed .'''		'''Remember, changing the information in the General tab could result in your information being moved! Please contact a technician before changing this information. Restricting users' ability to edit this page will significantly decrease the chance that information will be changed .'''

Along: /* General Information */

2020-05-20T16:23:16Z

General Information

← Older revision		Revision as of 11:23, 20 May 2020
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	*'''A''' If checked, a dialog box will pop up after you have saved a part from the [[ITrack/Pro/Parts Screen\|Parts]] Screen, telling you the tag number.		*'''A''' If checked, a dialog box will pop up after you have saved a part from the [[ITrack/Pro/Parts Screen\|Parts]] Screen, telling you the tag number.
	*'''B''' If checked, new parts will have the print tag check box on the [[ITrack/Pro/Search Screen\|Search]] Screen checked by default.		*'''B''' If checked, a dialog box will pop up after you have saved a vehicle from the [[ITrack/Pro/Vehicles_Screen\|Vehicle]] Screen, telling you the tracking number.
	*'''C''' Prints interchange information on invoices.		*'''C''' If checked, new parts will have the print tag check box on the [[ITrack/Pro/Search Screen\|Search]] Screen checked by default.
	*'''D''' If checked, when selecting a model prior to selecting a make, ITrack will automatically select a relevant make for that model.		*'''D''' Prints interchange information on invoices.
	*'''E''' If checked, the enter key will move your current selection to the next available field if it is able to do so.		*'''E''' If checked, when selecting a model prior to selecting a make, ITrack will automatically select a relevant make for that model.
	*'''F''' If checked, the enter key will move your current selection to the next available field if it is able to do so.		*'''F''' If checked, the enter key will move your current selection to the next available field if it is able to do so.
	*'''G''' If checked, the enter key will move your current selection to the next available field if it is able to do so.		*'''G''' If checked, the enter key will move your current selection to the next available field if it is able to do so.

Along: /* General Information */

2020-05-20T15:48:42Z

General Information

← Older revision		Revision as of 10:48, 20 May 2020
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	The bottom three check boxes located on the General tab are useful and can be changed without assistance.		The bottom three check boxes located on the General tab are useful and can be changed without assistance.

	[[Image:Pro_Options_General_Tab(with_letters).png\|thumb\|~~center~~\|400px\|Options General Tab]]		[[Image:Pro_Options_General_Tab(with_letters).png\|thumb\|right\|400px\|Options General Tab]]

	*'''A''' If checked, a dialog box will pop up after you have saved a part from the [[ITrack/Pro/Parts Screen\|Parts]] Screen, telling you the tag number.		*'''A''' If checked, a dialog box will pop up after you have saved a part from the [[ITrack/Pro/Parts Screen\|Parts]] Screen, telling you the tag number.

Along at 15:48, 20 May 2020

2020-05-20T15:48:22Z

@@ Line 73: / Line 73: @@
 To edit a tax item, click on the tax item you need to edit.  The text on the Edit button will then go from grey to black.  You may now click the Edit button to bring up the Tax Item box, just like when you clicked the Add button.  Now you can make changes and click OK to save.
 [[Image:Pro_Options_TaxItems_Tab_1.png|thumb|center|400px|Options Tax Item Tab]]
 ==Company Information==
@@ Line 97: / Line 81: @@
 Now you can fill out information about your company.  When you are finished filling out your company information, click OK to save.  You may go back and change this information any time you wish.
 [[Image:Pro_Options_Company_tab_1.png|thumb|center]]
 ==Setting up payment Methods==
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 Click on the Pricing tab to change your company's pricing options.  First, enter in a pricing breakpoint, then determine mark-ups and mark-downs for both retail and wholesale sales.  Items below the breakpoint will use the below breakpoint markup.  This allows for higher profit margins for inexpensive items.

Along at 15:47, 20 May 2020

2020-05-20T15:47:37Z

← Older revision		Revision as of 10:47, 20 May 2020
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	==Tax Items==		==Tax Items==
	~~[[Image:Pro_Options_TaxItems_Tab_1.png\|thumb\|left\|400px\|Options Tax Item Tab]]~~
	Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.		Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.

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	===Editing Tax Items===		===Editing Tax Items===
	To edit a tax item, click on the tax item you need to edit. The text on the Edit button will then go from grey to black. You may now click the Edit button to bring up the Tax Item box, just like when you clicked the Add button. Now you can make changes and click OK to save.		To edit a tax item, click on the tax item you need to edit. The text on the Edit button will then go from grey to black. You may now click the Edit button to bring up the Tax Item box, just like when you clicked the Add button. Now you can make changes and click OK to save.
			[[Image:Pro_Options_TaxItems_Tab_1.png\|thumb\|center\|400px\|Options Tax Item Tab]]


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	==Company Information==		==Company Information==
	~~[[Image:Pro_Options_Company_tab_1.png\|thumb\|right]]~~
	Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.		Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.

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	Click on the Company tab to bring up company information.		Click on the Company tab to bring up company information.
	Now you can fill out information about your company. When you are finished filling out your company information, click OK to save. You may go back and change this information any time you wish.		Now you can fill out information about your company. When you are finished filling out your company information, click OK to save. You may go back and change this information any time you wish.
			[[Image:Pro_Options_Company_tab_1.png\|thumb\|center]]


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	==Setting up payment Methods==		==Setting up payment Methods==
	~~[[Image:Pro_Options_PaymentMethod_1.png\|thumb\|left\|400px\|Options Payment Method]]~~
	Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.		Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.

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	When you are finished adding or editing the information, click OK to save. Any payment methods you have saved in the Payment Methods tab will show up as a Payment Method option on the Sales screen.		When you are finished adding or editing the information, click OK to save. Any payment methods you have saved in the Payment Methods tab will show up as a Payment Method option on the Sales screen.
			[[Image:Pro_Options_PaymentMethod_1.png\|thumb\|center\|400px\|Options Payment Method]]

	==Pricing Options==		==Pricing Options==
	[[Image:Pro_Options_Pricing_tab_1.png\|thumb\|~~left~~]]		[[Image:Pro_Options_Pricing_tab_1.png\|thumb\|center]]
	Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.		Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.

Along: /* Setting up payment Methods */

2020-05-20T15:46:09Z

Setting up payment Methods

← Older revision		Revision as of 10:46, 20 May 2020
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	Now you can fill out information about your company. When you are finished filling out your company information, click OK to save. You may go back and change this information any time you wish.		Now you can fill out information about your company. When you are finished filling out your company information, click OK to save. You may go back and change this information any time you wish.

	~~==Setting up payment Methods==~~
	~~[[Image:Pro_Options_PaymentMethod_1.png\|thumb\|left\|400px\|Options Payment Method]]~~
	~~Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.~~

	~~To open options, first click on the Edit menu. Keep holding down your mouse clicker and then release it when you have highlighted the word Options.~~
	Click on the Payment Methods tab to add new payment types or edit existing payment methods. ([http://wiki.isoftdata.com/index.php/Image:Pro_Options_PayMethod_tab_1.png Options Payment Methods Tab screen shot])

	~~When you click the Add or Edit buttons, it brings up a small box that allows you to set specifications and a name for the payment type.~~
	~~There are three optional checkboxes:~~
	~~# '''Use Check or Authorization number''' will require that a check or authorization number is filled in on the sales quote screen whenever making payments.~~
	# '''Automatically assign to new customers''' will add this payment method to any new customer you make, otherwise, you will need to manually add it on the '''payment info''' tab of the Customer Information screen.
	~~# '''Prompt for Payment''' (?)~~

	~~When you are finished adding or editing the information, click OK to save. Any payment methods you have saved in the Payment Methods tab will show up as a Payment Method option on the Sales screen.~~


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			==Setting up payment Methods==
			[[Image:Pro_Options_PaymentMethod_1.png\|thumb\|left\|400px\|Options Payment Method]]
			Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.

			To open options, first click on the Edit menu. Keep holding down your mouse clicker and then release it when you have highlighted the word Options.
			Click on the Payment Methods tab to add new payment types or edit existing payment methods. ([http://wiki.isoftdata.com/index.php/Image:Pro_Options_PayMethod_tab_1.png Options Payment Methods Tab screen shot])

			When you click the Add or Edit buttons, it brings up a small box that allows you to set specifications and a name for the payment type.
			There are three optional checkboxes:
			# '''Use Check or Authorization number''' will require that a check or authorization number is filled in on the sales quote screen whenever making payments.
			# '''Automatically assign to new customers''' will add this payment method to any new customer you make, otherwise, you will need to manually add it on the '''payment info''' tab of the Customer Information screen.
			# '''Prompt for Payment''' (?)

			When you are finished adding or editing the information, click OK to save. Any payment methods you have saved in the Payment Methods tab will show up as a Payment Method option on the Sales screen.

	==Pricing Options==		==Pricing Options==

Along: /* Company Information */

2020-05-20T15:45:46Z

← Older revision		Revision as of 10:45, 20 May 2020
Line 91:		Line 91:

	==Company Information==		==Company Information==
			[[Image:Pro_Options_Company_tab_1.png\|thumb\|right]]
	Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.		Located at the very top left of the screen, you will see three drop down menus. These menus are File, Edit and Help.

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	Click on the Company tab to bring up company information.		Click on the Company tab to bring up company information.
	Now you can fill out information about your company. When you are finished filling out your company information, click OK to save. You may go back and change this information any time you wish.		Now you can fill out information about your company. When you are finished filling out your company information, click OK to save. You may go back and change this information any time you wish.
	~~[[Image:Pro_Options_Company_tab_1.png\|thumb\|center]]~~

	==Setting up payment Methods==		==Setting up payment Methods==