Difference between revisions of "ITrack/Pro/User Guide"
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==User Manual== | |||
===[[Pro/Home_Screen|Home Screen and Main Menu]]=== | |||
*[[Pro/Home_Screen#Document_Tabs|Document Tabs]] | |||
**[[Pro/Home_Screen#Sales|Sales]] | |||
**[[Pro/Home_Screen#Quotes|Quotes]] | |||
**[[Pro/Home_Screen#Build_Orders|Build 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]] | |||
===[[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/Search_Screen#Exporting_to_NMVTIS|Exporting to NMVTIS]] | |||
===[[Pro/Customer_Extension|Customer Information Screen]]=== | |||
*[[ITrack/Pro/Customer Screen#Adding_a_Customer|Adding a Customer]] | |||
*[[ITrack/Pro/Customer Screen#Address_Tab|Address 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]] | |||
===[[ITrack/Pro/Customer_List_Screen|Customer List Screen]]=== | |||
*[[ITrack/Pro/Customer_List_Screen|Searching for a Customer]] | |||
===[[ITrack/Pro/EBay_Screen|Ebay Screen]]=== | |||
*[[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]] | |||
===[[ITrack/Pro/Interchange_Screen|Interchange Lookup]]=== | |||
*[[ITrack/Pro/Interchange_Screen#Option_Tab_Options_Tab|Option Tab Options Tab]] | |||
*[[ITrack/Pro/Interchange_Screen#Application_Tab|Application Tab]] | |||
*[[ITrack/Pro/Interchange_Screen#Notes_Tab|Notes Tab]] | |||
*[[ITrack/Pro/Interchange_Screen#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]] | |||
===[[ITrack/Pro/Sales_Screen|Using the Sales Screen]]=== | |||
*[[ITrack/Pro/Sales_Screen#Sales_Screen|Sales Screen]] | |||
**[[ITrack/Pro/Sales_Screen#Add_Customer|Add Customer]] | |||
**[[ITrack/Pro/Sales_Screen#Add_Parts|Add Parts]] | |||
**[[ITrack/Pro/Sales_Screen#Payment_Method|Payment Method]] | |||
===[[ITrack/Pro/Vendor_Screen|Vendor Information Screen]]=== | |||
*[[ITrack/Pro/Vendor_Screen#Adding_a_Vendor|Adding a Vendor]] | |||
*[[ITrack/Pro/Vendor_Screen#Additional_Info_Tab|Additional Info Tab]] | |||
*[[ITrack/Pro/Vendor_Screen#Purchase_Orders_Tab|Purchase Orders Tab]] | |||
===[[ITrack/Pro/Vendor_List_Screen|Vendor List Screen]]=== | |||
*[[ITrack/Pro/Vendor_List_Screen|Searching for a Vendor]] | |||
===[[ITrack/Pro/Purchase_Orders_Screen|Creating Purchase Orders]]=== | |||
*[[ITrack/Pro/Purchase_Orders_Screen#Creating_Purchase_Orders|Creating Purchase Orders]] | |||
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Vendor|Add Vendor]] | |||
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Customer|Add Customer]] | |||
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Part|Add Part]] | |||
*[[ITrack/Pro/Purchase_Orders_Screen#Closing_Purchase_Orders|Closing Purchase Orders]] | |||
**[[ITrack/Pro/Purchase_Orders_Screen#Partial_Receiving|Partial Receiving]] | |||
**[[ITrack/Pro/Purchase_Orders_Screen#Receive_All|Receive All]] | |||
===[[ITrack/Pro/Report Information|Reports]]=== | |||
*[[ITrack/Pro/Report Information#Reports|Reports]] | |||
*[[ITrack/Pro/Report Information#Aging|Aging]] | |||
*[[ITrack/Pro/Report Information#Billing|Billing]] | |||
*[[ITrack/Pro/Report Information#Inventory_Quick_Totals|Inventory Quick Totals]] | |||
*[[ITrack/Pro/Report Information#Sales_by_Salesperson|Sales by Salesperson]] | |||
*[[ITrack/Pro/Report Information#Sales_by_Tax_Type|Sales by Tax Type]] | |||
*[[ITrack/Pro/Report Information#Sales_List|Sales List]] | |||
*[[ITrack/Pro/Report Information#Other Tabs|Other Tabs]] | |||
===[[Pro/Quickbooks_Screen|Quickbooks Screen]]=== | |||
*[[Pro/Quickbooks_Screen#Installing_on_a_client_machine|Installing on a client machine]] | |||
===[[Pro/Transaction_List_Screen|Transaction List Screen]]=== | |||
*[[Pro/Transaction_List_Screen|Transaction List Tab]] | |||
==Administration Manual== | |||
===[[ITrack/Pro/Options_Screen|Options Screen(Under construction from 5/19 to 5/20)]]=== | |||
*[[ITrack/Pro/Options_Screen#Options_Dialog|Options Dialog]] | |||
*[[ITrack/Pro/Options_Screen#General_Information|General Information]] | |||
*[[ITrack/Pro/Options_Screen#Printer_Settings|Printer Settings]] | |||
*[[ITrack/Pro/Options_Screen#Tax_Items|Tax Items]] | |||
**[[ITrack/Pro/Options_Screen#Add_New_Tax_Item|Add New Tax Item]] | |||
**[[ITrack/Pro/Options_Screen#Editing_Tax_Items|Editing Tax Items]] | |||
*[[ITrack/Pro/Options_Screen#Company_Information|Company Information]] | |||
*[[ITrack/Pro/Options_Screen#Setting_up_payment_Methods|Setting up payment Methods]] | |||
*[[ITrack/Pro/Options_Screen#Pricing_Options|Pricing Options]] | |||
*[[ITrack/Pro/Options_Screen#Reports|Reports]] | |||
===[[ITrack/Pro/Part_Configuration_Screen|Parts Configuration]]=== | |||
*[[ITrack/Pro/Part_Configuration_Screen#Selecting_Parts_for_Drop_Down_Lists|Selecting Parts for Drop Down Lists]] | |||
*[[ITrack/Pro/Part_Configuration_Screen#Adding|Adding, Editing, or Removing Parts]] | |||
*[[ITrack/Pro/Part_Configuration_Screen#Part_Questions|Part Questions]] | |||
*[[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
- Adding a Customer
- Address Tab
- Additional Information Tab
- Payment Information Tab
- Sales Tab
- Quotes Tab
- Customer Units Tab
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
- Reports
- Aging
- Billing
- Inventory Quick Totals
- Sales by Salesperson
- Sales by Tax Type
- Sales List
- Other Tabs
Quickbooks Screen
Transaction List Screen
Administration Manual
Options Screen(Under construction from 5/19 to 5/20)
- Options Dialog
- General Information
- Printer Settings
- Tax Items
- Company Information
- Setting up payment Methods
- Pricing Options
- Reports
