Difference between revisions of "ITrack/Pro/User Guide"

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< ITrack‎ | Pro
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==User Manual==
==User Manual==


===[[Home_Screen_(Pro)|Home Screen and Main Menu]]===
===[[Pro/Home_Screen|Home Screen and Main Menu]]===
*[[Pro/Home_Screen#Print_Reports|Print Reports]]
*[[Pro/Home_Screen#Imports/Exports|Import/Exports]]
*[[Pro/Home_Screen#Document_Tabs|Document Tabs]]
*[[Pro/Home_Screen#Document_Tabs|Document Tabs]]
**[[Pro/Home_Screen#Sales|Sales]]
**[[Pro/Home_Screen#Quotes|Quotes]]
**[[Pro/Home_Screen#Quotes|Quotes]]
**[[Pro/Home_Screen#Deliveries|Deliveries]]
**[[Pro/Home_Screen#Build_Orders|Build Orders]]
**[[Pro/Home_Screen#Build_Orders|Build Orders]]
**[[Pro/Home_Screen#Work_Orders|Work Orders]]
**[[Pro/Home_Screen#Work_Orders|Work Orders]]
**[[Pro/Home_Screen#Deliveries|Deliveries]]
**[[Pro/Home_Screen#Purchase_Orders|Purchase Orders]]
**[[Pro/Home_Screen#Bids|Bids]]
===[[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]]


===[[Vehicles_Screen_(Pro)|Vehicle Management Screen]]===
===[[Pro/Parts_Screen|Entering New Parts]]===
*[[Vehicles_Extension_(Pro)#Entering_New_Vehicles|Entering New Vehicles]]
*[[Pro/Parts_Screen#Adding_Parts|Adding Parts From Teardown]]
*[[Vehicles_Extension_(Pro)#Basic_Tab|Basic Tab]]
*[[Pro/Parts_Screen#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]]
**[[Vehicles_Extension_(Pro)#Advanced_Tab|Advanced Tab]]
**[[Pro/Parts_Screen#Part_Information_Tab|Part Information Tab]]
**[[Vehicles_Extension_(Pro)#Info_Tab|Info Tab]]
**[[Pro/Parts_Screen#Advanced_Tab|Advanced Tab]]
**[[Vehicles_Extension_(Pro)#Costs_Tab|Costs Tab]]
***[[Pro/Parts_Screen#Locations|Locations]]
**[[Vehicles_Extension_(Pro)#Performance_Tab|Performance Tab]]
***[[Pro/Parts_Screen#Build_Orders|Build Orders]]
**[[Vehicles_Extension_(Pro)#Q_and_A_Tab|Q and A Tab]]
***[[Pro/Parts_Screen#Attachments_and_Images|Attachments and Images]]
*[[Vehicles_Extension_(Pro)#Viewing_and_Editing_Vehicles|Viewing and Editing Vehicles]]


===[[Parts_Screen_(Pro)|Entering New Parts]]===
===[[Pro/Search_Screen|Using Search Screens]]===
*[[Parts_Extension_(Pro)#Adding_Parts_From_Teardown|Adding Parts From Teardown]]
*[[Pro/Search_Screen#Searching_your_Inventory|Searching your Inventory]]
*[[Parts_Extension_(Pro)#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]]
*[[Pro/Search_Screen#Searching_for_a_Vehicle|Searching for a Vehicle]]
**[[Parts_Extension_(Pro)#Part_Information_Tab|Part Information Tab]]
*[[Pro/Search_Screen#Advanced_Search_Options|Advanced Seach Options Tab]]
**[[Parts_Extension_(Pro)#Advanced_Tab|Advanced Tab]]
*[[Pro/Search_Screen#Exporting_to_NMVTIS|Exporting to NMVTIS]]
***[[Parts_Extension_(Pro)#Locations|Locations]]
***[[Parts_Extension_(Pro)#Build_Orders|Build Orders]]
***[[Parts_Extension_(Pro)#Attachments_and_Images|Attachments and Images]]


===[[Search_Screen_(Pro)|Using Search Screens]]===
===[[Pro/Customer_Extension|Customer Information Screen]]===
*[[Search_Extension_(Pro)#Searching_your_Inventory|Searching your Inventory]]
*[[ITrack/Pro/Customer Screen#Adding_a_Customer|Adding a Customer]]
*[[Search_Extension_(Pro)#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[ITrack/Pro/Customer Screen#Address_Tab|Address Tab]]
*[[Search_Extension_(Pro)#Advanced_Search_Options_Advanced_Seach_Options_Tab|Advanced Search Options Advanced Seach Options Tab]]
*[[ITrack/Pro/Customer Screen#Additional_Information_Tab|Additional Information Tab]]
*[[ITrack/Pro/Customer Screen#Payment_Information_Tab|Payment Information Tab]]
*[[ITrack/Pro/Customer Screen#Sales_Tab|Sales Tab]]
*[[ITrack/Pro/Customer Screen#Quotes_Tab|Quotes Tab]]
*[[ITrack/Pro/Customer Screen#Customer Units Tab|Customer Units Tab]]


===[[Customer_Extension_(Pro)|Customer Information Screen]]===
===[[ITrack/Pro/Customer_List_Screen|Customer List Screen]]===
*[[Customer_Extension_(Pro)#Adding_a_Customer|Adding a Customer]]
*[[ITrack/Pro/Customer_List_Screen|Searching for a Customer]]
*[[Customer_Extension_(Pro)#Address_Tab|Address Tab]]
*[[Customer_Extension_(Pro)#Additional_Information_TabAdditional_Information_Tab|Additional Information Tab]]
*[[Customer_Extension_(Pro)#Payment_Information_Tab|Payment Information Tab]]
*[[Customer_Extension_(Pro)#Sales_Tab|Sales Tab]]
*[[Customer_Extension_(Pro)#Quotes_Tab|Quotes Tab]]


===[[Customer_List_Screen_(Pro)|Customer List Screen]]===
===[[ITrack/Pro/EBay_Screen|Ebay Screen]]===
*[[Customer_List_Extension_(Pro)|Searching for a Customer]]
*[[ITrack/Pro/EBay_Screen#Account Preferences Screen|Account preferences Screen]]
*[[ITrack/Pro/EBay_Screen#Parts Listing Tab|Parts Listing Tab]]
*[[ITrack/Pro/EBay_Screen#Auction Tab|Auction Tab]]
*[[ITrack/Pro/EBay_Screen#Transactions Tab|Transactions Tab]]
*[[ITrack/Pro/EBay_Screen#Listing Templates Tab|Listing Templates Tab]]


===[[Interchange_Extension_(Pro)|Interchange Lookup]]===
===[[ITrack/Pro/Interchange_Screen|Interchange Lookup]]===
*[[Interchange_Extension_(Pro)#Option_Tab_Options_Tab|Option Tab Options Tab]]
*[[ITrack/Pro/Interchange_Screen#Option_Tab_Options_Tab|Option Tab Options Tab]]
*[[Interchange_Extension_(Pro)#Application_Tab|Application Tab]]
*[[ITrack/Pro/Interchange_Screen#Application_Tab|Application Tab]]
*[[Interchange_Extension_(Pro)#Notes_Tab|Notes Tab]]
*[[ITrack/Pro/Interchange_Screen#Notes_Tab|Notes Tab]]
*[[Interchange_Extension_(Pro)#Group_Tab|Group Tab]]
*[[ITrack/Pro/Interchange_Screen#Group_Tab|Group Tab]]


===[[Quotes_Screen_(Pro)|Using the Quotes Screen]]===
===[[Pro/Quotes_Screen|Using the Quotes Screen]]===
*[[Quotes_Extension_(Pro)#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]]
*[[Pro/Quotes_Screen#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]]
**[[Quotes_Extension_(Pro)#Add_Customer|Add Customer]]
**[[Pro/Quotes_Screen#Add_Customer|Add Customer]]
**[[Quotes_Extension_(Pro)#Add_Parts|Add Parts]]
**[[Pro/Quotes_Screen#Add_Parts|Add Parts]]
**[[Quotes_Extension_(Pro)#Add_Price|Add Price]]
**[[Pro/Quotes_Screen#Add_Price|Add Price]]
*[[Quotes_Extension_(Pro)#Converting_a_Quote_to_an_Invoice|Converting a Quote to an Invoice]]
*[[Pro/Quotes_Screen#Converting_a_Quote_to_an_Invoice|Converting a Quote to an Invoice]]


===[[Sales_Extension_(Pro)|Using the Sales Screen]]===
===[[ITrack/Pro/Sales_Screen|Using the Sales Screen]]===
*[[Sales_Extension_(Pro)#Sales_Screen|Sales Screen]]
*[[ITrack/Pro/Sales_Screen#Sales_Screen|Sales Screen]]
**[[Sales_Extension_(Pro)#Add_Customer|Add Customer]]
**[[ITrack/Pro/Sales_Screen#Add_Customer|Add Customer]]
**[[Sales_Extension_(Pro)#Add_Parts|Add Parts]]
**[[ITrack/Pro/Sales_Screen#Add_Parts|Add Parts]]
**[[Sales_Extension_(Pro)#Payment_Method|Payment Method]]
**[[ITrack/Pro/Sales_Screen#Payment_Method|Payment Method]]


===[[Vendor_Extension_(Pro)|Vendor Information Screen]]===
===[[ITrack/Pro/Vendor_Screen|Vendor Information Screen]]===
*[[Vendor_Extension_(Pro)#Adding_a_Vendor|Adding a Vendor]]
*[[ITrack/Pro/Vendor_Screen#Adding_a_Vendor|Adding a Vendor]]
*[[Vendor_Extension_(Pro)#Additional_Info_Tab|Additional Info Tab]]
*[[ITrack/Pro/Vendor_Screen#Additional_Info_Tab|Additional Info Tab]]
*[[Vendor_Extension_(Pro)#Purchase_Orders_Tab|Purchase Orders Tab]]
*[[ITrack/Pro/Vendor_Screen#Purchase_Orders_Tab|Purchase Orders Tab]]


===[[Vendor_List_Extension_(Pro)|Vendor List Screen]]===
===[[ITrack/Pro/Vendor_List_Screen|Vendor List Screen]]===
*[[Vendor_List_Extension_(Pro)|Searching for a Vendor]]
*[[ITrack/Pro/Vendor_List_Screen|Searching for a Vendor]]


===[[Purchase_Orders_Extension_(Pro)|Creating Purchase Orders]]===
===[[ITrack/Pro/Purchase_Orders_Screen|Creating Purchase Orders]]===
*[[Purchase_Orders_Extension_(Pro)#Creating_Purchase_Orders|Creating Purchase Orders]]
*[[ITrack/Pro/Purchase_Orders_Screen#Creating_Purchase_Orders|Creating Purchase Orders]]
**[[Purchase_Orders_Extension_(Pro)#Add_Vendor|Add Vendor]]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Vendor|Add Vendor]]
**[[Purchase_Orders_Extension_(Pro)#Add_Customer|Add Customer]]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Customer|Add Customer]]
**[[Purchase_Orders_Extension_(Pro)#Add_Part|Add Part]]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Part|Add Part]]
*[[Purchase_Orders_Extension_(Pro)#Closing_Purchase_Orders|Closing Purchase Orders]]
*[[ITrack/Pro/Purchase_Orders_Screen#Closing_Purchase_Orders|Closing Purchase Orders]]
**[[Purchase_Orders_Extension_(Pro)#Partial_Receiving|Partial Receiving]]
**[[ITrack/Pro/Purchase_Orders_Screen#Partial_Receiving|Partial Receiving]]
**[[Purchase_Orders_Extension_(Pro)#Receive_All|Receive All]]
**[[ITrack/Pro/Purchase_Orders_Screen#Receive_All|Receive All]]


===[[Report_Viewer_Screen_(Pro)|Reports]]===
===[[ITrack/Pro/Report Information|Reports]]===
*[[Report_Viewer_Extension_(Pro)#Reports|Reports]]
*[[ITrack/Pro/Report Information#Reports|Reports]]
*[[Report_Viewer_Extension_(Pro)#Aging|Aging]]
*[[ITrack/Pro/Report Information#Aging|Aging]]
*[[Report_Viewer_Extension_(Pro)#Billing|Billing]]
*[[ITrack/Pro/Report Information#Billing|Billing]]
*[[Report_Viewer_Extension_(Pro)#Inventory_Quick_Totals|Inventory Quick Totals]]
*[[ITrack/Pro/Report Information#Inventory_Quick_Totals|Inventory Quick Totals]]
*[[Report_Viewer_Extension_(Pro)#Sales_by_Salesperson|Sales by Salesperson]]
*[[ITrack/Pro/Report Information#Sales_by_Salesperson|Sales by Salesperson]]
*[[Report_Viewer_Extension_(Pro)#Sales_by_Tax_Type|Sales by Tax Type]]
*[[ITrack/Pro/Report Information#Sales_by_Tax_Type|Sales by Tax Type]]
*[[Report_Viewer_Extension_(Pro)#Sales_List|Sales List]]
*[[ITrack/Pro/Report Information#Sales_List|Sales List]]
*[[ITrack/Pro/Report Information#Other Tabs|Other Tabs]]


===[[Quickbooks_Screen_(Pro)|Quickbooks Screen]]===
===[[Pro/Quickbooks_Screen|Quickbooks Screen]]===
*[[QBToolkit_Extension_(Pro)#Installing_on_a_client_machine|Installing on a client machine]]
*[[Pro/Quickbooks_Screen#Installing_on_a_client_machine|Installing on a client machine]]


<br>
===[[Pro/Transaction_List_Screen|Transaction List Screen]]===
*[[Pro/Transaction_List_Screen|Transaction List Tab]]


==Administration Manual==
==Administration Manual==


===[[Options_Extension_(Pro)|Options Screen]]===
===[[ITrack/Pro/Options_Screen|Options Screen(Under construction from 5/19 to 5/20)]]===
*[[Options_Extension_(Pro)#Options_Dialog|Options Dialog]]
*[[ITrack/Pro/Options_Screen#Options_Dialog|Options Dialog]]
*[[Options_Extension_(Pro)#General_Information|General Information]]
*[[ITrack/Pro/Options_Screen#General_Information|General Information]]
*[[Options_Extension_(Pro)#Printer_Settings|Printer Settings]]
*[[ITrack/Pro/Options_Screen#Printer_Settings|Printer Settings]]
*[[Options_Extension_(Pro)#Tax_Items|Tax Items]]
*[[ITrack/Pro/Options_Screen#Tax_Items|Tax Items]]
**[[Options_Extension_(Pro)#Add_New_Tax_Item|Add New Tax Item]]
**[[ITrack/Pro/Options_Screen#Add_New_Tax_Item|Add New Tax Item]]
**[[Options_Extension_(Pro)#Editing_Tax_Items|Editing Tax Items]]
**[[ITrack/Pro/Options_Screen#Editing_Tax_Items|Editing Tax Items]]
*[[Options_Extension_(Pro)#Company_Information|Company Information]]
*[[ITrack/Pro/Options_Screen#Company_Information|Company Information]]
*[[Options_Extension_(Pro)#Setting_up_payment_Methods|Setting up payment Methods]]
*[[ITrack/Pro/Options_Screen#Setting_up_payment_Methods|Setting up payment Methods]]
*[[Options_Extension_(Pro)#Pricing_Options|Pricing Options]]
*[[ITrack/Pro/Options_Screen#Pricing_Options|Pricing Options]]
*[[Options_Extension_(Pro)#Reports|Reports]]
*[[ITrack/Pro/Options_Screen#Reports|Reports]]


===[[Part_Configuration_Extension_(Pro)|Parts Configuration]]===
===[[ITrack/Pro/Part_Configuration_Screen|Parts Configuration]]===
*[[Part_Configuration_Extension_(Pro)#Selecting_Parts_for_Drop_Down_Lists|Selecting Parts for Drop Down Lists]]
*[[ITrack/Pro/Part_Configuration_Screen#Selecting_Parts_for_Drop_Down_Lists|Selecting Parts for Drop Down Lists]]
*[[Part_Configuration_Extension_(Pro)#Adding|Adding, Editing, or Removing Parts]]
*[[ITrack/Pro/Part_Configuration_Screen#Adding|Adding, Editing, or Removing Parts]]
*[[Part_Configuration_Extension_(Pro)#Part_Questions|Part Questions]]
*[[ITrack/Pro/Part_Configuration_Screen#Part_Questions|Part Questions]]
*[[Part_Configuration_Extension_(Pro)#Part_Manufacturers|Part Manufacturers]]
*[[ITrack/Pro/Part_Configuration_Screen#Part_Manufacturers|Part Manufacturers]]

Latest revision as of 15:55, 19 May 2020

User Manual

Home Screen and Main Menu

Vehicle Management Screen

Entering New Parts

Using Search Screens

Customer Information Screen

Customer List Screen

Ebay Screen

Interchange Lookup

Using the Quotes Screen

Using the Sales Screen

Vendor Information Screen

Vendor List Screen

Creating Purchase Orders

Reports

Quickbooks Screen

Transaction List Screen

Administration Manual

Options Screen(Under construction from 5/19 to 5/20)

Parts Configuration

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