Difference between revisions of "ITrack/Pro/User Guide"
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==User Manual== | ==User Manual== | ||
===[[ | ===[[Pro/Home_Screen|Home Screen and Main Menu]]=== | ||
*[[Pro/Home_Screen#Print_Reports|Print Reports]] | *[[Pro/Home_Screen#Print_Reports|Print Reports]] | ||
*[[Pro/Home_Screen#Imports/Exports|Import/Exports]] | *[[Pro/Home_Screen#Imports/Exports|Import/Exports]] | ||
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**[[Pro/Home_Screen#Work_Orders|Work Orders]] | **[[Pro/Home_Screen#Work_Orders|Work Orders]] | ||
===[[ | ===[[Pro/Vehicles_Screen|Vehicle Management Screen]]=== | ||
*[[ | *[[Pro/Vehicles_Screen#Entering_New_Vehicles|Entering New Vehicles]] | ||
*[[ | *[[Pro/Vehicles_Screen#Basic_Tab|Basic Tab]] | ||
**[[ | **[[Pro/Vehicles_Screen#Advanced_Tab|Advanced Tab]] | ||
**[[ | **[[Pro/Vehicles_Screen#Info_Tab|Info Tab]] | ||
**[[ | **[[Pro/Vehicles_Screen#Costs_Tab|Costs Tab]] | ||
**[[ | **[[Pro/Vehicles_Screen#Performance_Tab|Performance Tab]] | ||
**[[ | **[[Pro/Vehicles_Screen#Q_and_A_Tab|Q and A Tab]] | ||
*[[ | *[[Pro/Vehicles_Screen#Viewing_and_Editing_Vehicles|Viewing and Editing Vehicles]] | ||
**[[ | **[[Pro/Vehicles_Screen#Search|Searching For a Vehicle]] | ||
**[[ | **[[Pro/Vehicles_Screen#Lookup|Looking Up a Vehicle]] | ||
**[[ | **[[Pro/Vehicles_Screen#Arrows|Scrolling Through a List of Vehicles]] | ||
*[[ | *[[Pro/Vehicles_Screen#Parts_From_Teardown|Parts From Teardown]] | ||
===[[ | ===[[Pro/Parts_Screen|Entering New Parts]]=== | ||
*[[ | *[[Pro/Parts_Screen#Adding_Parts|Adding Parts From Teardown]] | ||
*[[ | *[[Pro/Parts_Screen#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]] | ||
**[[ | **[[Pro/Parts_Screen#Part_Information_Tab|Part Information Tab]] | ||
**[[ | **[[Pro/Parts_Screen#Advanced_Tab|Advanced Tab]] | ||
***[[ | ***[[Pro/Parts_Screen#Locations|Locations]] | ||
***[[ | ***[[Pro/Parts_Screen#Build_Orders|Build Orders]] | ||
***[[ | ***[[Pro/Parts_Screen#Attachments_and_Images|Attachments and Images]] | ||
===[[ | ===[[Pro/Search_Screen|Using Search Screens]]=== | ||
*[[ | *[[Pro/Search_Screen#Searching_your_Inventory|Searching your Inventory]] | ||
*[[ | *[[Pro/Search_Screen#Searching_for_a_Vehicle|Searching for a Vehicle]] | ||
*[[ | *[[Pro/Search_Screen#Advanced_Search_Options|Advanced Seach Options Tab]] | ||
===[[ | ===[[Pro/Customer_Extension|Customer Information Screen]]=== | ||
*[[ | *[[Pro/Customer_Extension#Adding_a_Customer|Adding a Customer]] | ||
*[[ | *[[Pro/Customer_Extension#Address_Tab|Address Tab]] | ||
*[[ | *[[Pro/Customer_Extension#Additional_Information_Tab|Additional Information Tab]] | ||
*[[ | *[[Pro/Customer_Extension#Payment_Information_Tab|Payment Information Tab]] | ||
*[[ | *[[Pro/Customer_Extension#Sales_Tab|Sales Tab]] | ||
*[[ | *[[Pro/Customer_Extension#Quotes_Tab|Quotes Tab]] | ||
===[[ | ===[[Pro/Customer_List_Screen|Customer List Screen]]=== | ||
*[[ | *[[Pro/Customer_List_Screen|Searching for a Customer]] | ||
===[[ | ===[[Pro/Interchange_Extension|Interchange Lookup]]=== | ||
*[[ | *[[Pro/Interchange_Extension#Option_Tab_Options_Tab|Option Tab Options Tab]] | ||
*[[ | *[[Pro/Interchange_Extension#Application_Tab|Application Tab]] | ||
*[[ | *[[Pro/Interchange_Extension#Notes_Tab|Notes Tab]] | ||
*[[ | *[[Pro/Interchange_Extension#Group_Tab|Group Tab]] | ||
===[[ | ===[[Pro/Quotes_Screen|Using the Quotes Screen]]=== | ||
*[[ | *[[Pro/Quotes_Screen#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]] | ||
**[[ | **[[Pro/Quotes_Screen#Add_Customer|Add Customer]] | ||
**[[ | **[[Pro/Quotes_Screen#Add_Parts|Add Parts]] | ||
**[[ | **[[Pro/Quotes_Screen#Add_Price|Add Price]] | ||
*[[ | *[[Pro/Quotes_Screen#Converting_a_Quote_to_an_Invoice|Converting a Quote to an Invoice]] | ||
===[[ | ===[[Pro/Sales_Extension|Using the Sales Screen]]=== | ||
*[[ | *[[Pro/Sales_Extension#Sales_Screen|Sales Screen]] | ||
**[[ | **[[Pro/Sales_Extension#Add_Customer|Add Customer]] | ||
**[[ | **[[Pro/Sales_Extension#Add_Parts|Add Parts]] | ||
**[[ | **[[Pro/Sales_Extension#Payment_Method|Payment Method]] | ||
===[[ | ===[[Pro/Vendor_Extension|Vendor Information Screen]]=== | ||
*[[ | *[[Pro/Vendor_Extension#Adding_a_Vendor|Adding a Vendor]] | ||
*[[ | *[[Pro/Vendor_Extension#Additional_Info_Tab|Additional Info Tab]] | ||
*[[ | *[[Pro/Vendor_Extension#Purchase_Orders_Tab|Purchase Orders Tab]] | ||
===[[ | ===[[Pro/Vendor_List_Extension|Vendor List Screen]]=== | ||
*[[ | *[[Pro/Vendor_List_Extension|Searching for a Vendor]] | ||
===[[ | ===[[Pro/Purchase_Orders_Extension|Creating Purchase Orders]]=== | ||
*[[ | *[[Pro/Purchase_Orders_Extension#Creating_Purchase_Orders|Creating Purchase Orders]] | ||
**[[ | **[[Pro/Purchase_Orders_Extension#Add_Vendor|Add Vendor]] | ||
**[[ | **[[Pro/Purchase_Orders_Extension#Add_Customer|Add Customer]] | ||
**[[ | **[[Pro/Purchase_Orders_Extension#Add_Part|Add Part]] | ||
*[[ | *[[Pro/Purchase_Orders_Extension#Closing_Purchase_Orders|Closing Purchase Orders]] | ||
**[[ | **[[Pro/Purchase_Orders_Extension#Partial_Receiving|Partial Receiving]] | ||
**[[ | **[[Pro/Purchase_Orders_Extension#Receive_All|Receive All]] | ||
===[[ | ===[[Pro/Report_Viewer_Screen|Reports]]=== | ||
*[[ | *[[Pro/Report_Viewer_Screen#Reports|Reports]] | ||
*[[ | *[[Pro/Report_Viewer_Screen#Aging|Aging]] | ||
*[[ | *[[Pro/Report_Viewer_Screen#Billing|Billing]] | ||
*[[ | *[[Pro/Report_Viewer_Screen#Inventory_Quick_Totals|Inventory Quick Totals]] | ||
*[[ | *[[Pro/Report_Viewer_Screen#Sales_by_Salesperson|Sales by Salesperson]] | ||
*[[ | *[[Pro/Report_Viewer_Screen#Sales_by_Tax_Type|Sales by Tax Type]] | ||
*[[ | *[[Pro/Report_Viewer_Screen#Sales_List|Sales List]] | ||
===[[ | ===[[Pro/Quickbooks_Screen|Quickbooks Screen]]=== | ||
*[[ | *[[Pro/Quickbooks_Screen#Installing_on_a_client_machine|Installing on a client machine]] | ||
<br> | <br> | ||
| Line 101: | Line 101: | ||
==Administration Manual== | ==Administration Manual== | ||
===[[ | ===[[Pro/Options_Extension|Options Screen]]=== | ||
*[[ | *[[Pro/Options_Extension#Options_Dialog|Options Dialog]] | ||
*[[ | *[[Pro/Options_Extension#General_Information|General Information]] | ||
*[[ | *[[Pro/Options_Extension#Printer_Settings|Printer Settings]] | ||
*[[ | *[[Pro/Options_Extension#Tax_Items|Tax Items]] | ||
**[[ | **[[Pro/Options_Extension#Add_New_Tax_Item|Add New Tax Item]] | ||
**[[ | **[[Pro/Options_Extension#Editing_Tax_Items|Editing Tax Items]] | ||
*[[ | *[[Pro/Options_Extension#Company_Information|Company Information]] | ||
*[[ | *[[Pro/Options_Extension#Setting_up_payment_Methods|Setting up payment Methods]] | ||
*[[ | *[[Pro/Options_Extension#Pricing_Options|Pricing Options]] | ||
*[[ | *[[Pro/Options_Extension#Reports|Reports]] | ||
===[[ | ===[[Pro/Part_Configuration_Extension|Parts Configuration]]=== | ||
*[[ | *[[Pro/Part_Configuration_Extension#Selecting_Parts_for_Drop_Down_Lists|Selecting Parts for Drop Down Lists]] | ||
*[[ | *[[Pro/Part_Configuration_Extension#Adding|Adding, Editing, or Removing Parts]] | ||
*[[ | *[[Pro/Part_Configuration_Extension#Part_Questions|Part Questions]] | ||
*[[ | *[[Pro/Part_Configuration_Extension#Part_Manufacturers|Part Manufacturers]] | ||
Revision as of 10:14, 26 June 2009
User Manual
Home Screen and Main Menu
Vehicle Management Screen
Entering New Parts
Using Search Screens
Customer Information Screen
- Adding a Customer
- Address Tab
- Additional Information Tab
- Payment Information Tab
- Sales Tab
- Quotes Tab
Customer List Screen
Interchange Lookup
Using the Quotes Screen
Using the Sales Screen
Vendor Information Screen
Vendor List Screen
Creating Purchase Orders
Reports
Quickbooks Screen
Administration Manual
Options Screen
- Options Dialog
- General Information
- Printer Settings
- Tax Items
- Company Information
- Setting up payment Methods
- Pricing Options
- Reports
