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

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==User Manual==
==User Manual==


===[[Home Screen (Pro)|Home Screen and Main Menu]]===
===[[Pro/Home_Screen|Home Screen and Main Menu]]===
*[http://wiki.isoftdata.com/index.php/Home_Extension_(Pro)#Print_Reports Print Reports]
*[[Pro/Home_Screen#Document_Tabs|Document Tabs]]
*[http://wiki.isoftdata.com/index.php/Home_Extension_(Pro)#Imports.2FExports Import/Exports]
**[[Pro/Home_Screen#Sales|Sales]]
*[http://wiki.isoftdata.com/index.php/Home_Extension_(Pro)#Document_Tabs Document Tabs]
**[[Pro/Home_Screen#Quotes|Quotes]]
**[http://wiki.isoftdata.com/index.php/Home_Extension_(Pro)#Quotes Quotes]
**[[Pro/Home_Screen#Build_Orders|Build Orders]]
**[http://wiki.isoftdata.com/index.php/Home_Extension_(Pro)#Deliveries Deliveries]
**[[Pro/Home_Screen#Work_Orders|Work Orders]]
**[http://wiki.isoftdata.com/index.php/Home_Extension_(Pro)#Deliveries Build Orders]
**[[Pro/Home_Screen#Deliveries|Deliveries]]
**[http://wiki.isoftdata.com/index.php/Home_Extension_(Pro)#Work_Orders Work Orders]
**[[Pro/Home_Screen#Purchase_Orders|Purchase Orders]]
**[[Pro/Home_Screen#Bids|Bids]]


===[[Vehicles Screen (Pro)|Vehicle Management Screen]]===
===[[Pro/Vehicles_Screen|Vehicle Management Screen]]===
*[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Entering_New_Vehicles Entering New Vehicles]
*[[Pro/Vehicles_Screen#Entering_New_Vehicles|Entering New Vehicles]]
*[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Basic_Tab Basic Tab]
*[[Pro/Vehicles_Screen#Basic_Tab|Basic Tab]]
**[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Advanced_Tab Advanced Tab]
**[[Pro/Vehicles_Screen#Advanced_Tab|Advanced Tab]]
**[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Info_Tab Info Tab]
**[[Pro/Vehicles_Screen#Info_Tab|Info Tab]]
**[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Costs_Tab Costs Tab]
**[[Pro/Vehicles_Screen#Costs_Tab|Costs Tab]]
**[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Performance_Tab Performance Tab]
**[[Pro/Vehicles_Screen#Performance_Tab|Performance Tab]]
**[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Q_and_A_Tab Q and A Tab]
**[[Pro/Vehicles_Screen#Q_and_A_Tab|Q and A Tab]]
*[http://wiki.isoftdata.com/index.php/Vehicles_Extension_(Pro)#Viewing_and_Editing_Vehicles Viewing and Editing Vehicles]
*[[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]]


===[[Parts Screen (Pro)|Entering New Parts]]===
===[[Pro/Parts_Screen|Entering New Parts]]===
*[http://wiki.isoftdata.com/index.php/Parts_Extension_(Pro)#Adding_Parts Parts From Teardown]
*[[Pro/Parts_Screen#Adding_Parts|Adding Parts From Teardown]]
*[http://wiki.isoftdata.com/index.php/Parts_Extension_(Pro)#Adding_Parts Part Management Screen]
*[[Pro/Parts_Screen#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]]
**[http://wiki.isoftdata.com/index.php/Parts_Extension_(Pro)#Part_Information_Tab Part Information Tab]
**[[Pro/Parts_Screen#Part_Information_Tab|Part Information Tab]]
**[http://wiki.isoftdata.com/index.php/Parts_Extension_(Pro)#Advanced_Tab Advanced Tab]
**[[Pro/Parts_Screen#Advanced_Tab|Advanced Tab]]
***[http://wiki.isoftdata.com/index.php/Parts_Extension_(Pro)#Locations Locations]
***[[Pro/Parts_Screen#Locations|Locations]]
***[http://wiki.isoftdata.com/index.php/Parts_Extension_(Pro)#Build_Orders Build Orders]
***[[Pro/Parts_Screen#Build_Orders|Build Orders]]
***[http://wiki.isoftdata.com/index.php/Parts_Extension_(Pro)#Attachments_and_Images Digital Attachments and Images]
***[[Pro/Parts_Screen#Attachments_and_Images|Attachments and Images]]


===[[Search Screen (Pro)|Using Search Screens]]===
===[[Pro/Search_Screen|Using Search Screens]]===
*[http://wiki.isoftdata.com/index.php/Search_Extension_(Pro)#Searching_your_Inventory Searching Your Inventory]
*[[Pro/Search_Screen#Searching_your_Inventory|Searching your Inventory]]
*[http://wiki.isoftdata.com/index.php/Search_Extension_(Pro)#Searching_for_a_Vehicle Searching for a Vehicle]
*[[Pro/Search_Screen#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[http://wiki.isoftdata.com/index.php/Search_Extension_(Pro)#Advanced_Search_Options Advanced Seach Options Tab]
*[[Pro/Search_Screen#Advanced_Search_Options|Advanced Seach Options Tab]]
*[[Pro/Search_Screen#Exporting_to_NMVTIS|Exporting to NMVTIS]]


===[[Customer Extension (Pro)|Customer Information Screen]]===
===[[Pro/Customer_Extension|Customer Information Screen]]===
*[http://wiki.isoftdata.com/index.php/Customer_Extension_(Pro)#Adding_a_Customer Adding a Customer]
*[[ITrack/Pro/Customer Screen#Adding_a_Customer|Adding a Customer]]
*[http://wiki.isoftdata.com/index.php/Customer_Extension_(Pro)#Address_Tab Address Tab]
*[[ITrack/Pro/Customer Screen#Address_Tab|Address Tab]]
*[http://wiki.isoftdata.com/index.php/Customer_Extension_(Pro)#Additional_Information_TabAdditional Information Tab]
*[[ITrack/Pro/Customer Screen#Additional_Information_Tab|Additional Information Tab]]
*[http://wiki.isoftdata.com/index.php/Customer_Extension_(Pro)#Payment_Information_Tab Payment Information Tab]
*[[ITrack/Pro/Customer Screen#Payment_Information_Tab|Payment Information Tab]]
*[http://wiki.isoftdata.com/index.php/Customer_Extension_(Pro)#Sales_Tab Sales Tab]
*[[ITrack/Pro/Customer Screen#Sales_Tab|Sales Tab]]
*[http://wiki.isoftdata.com/index.php/Customer_Extension_(Pro)#Quotes_Tab Quotes Tab]
*[[ITrack/Pro/Customer Screen#Quotes_Tab|Quotes Tab]]
*[[ITrack/Pro/Customer Screen#Customer Units Tab|Customer Units Tab]]


===[[Customer List Screen (Pro)|Customer List Screen]]===
===[[ITrack/Pro/Customer_List_Screen|Customer List Screen]]===
*[http://wiki.isoftdata.com/index.php/Customer_List_Extension_(Pro) Searching for a Customer]
*[[ITrack/Pro/Customer_List_Screen|Searching for a Customer]]


===[[Interchange Extension (Pro)|Interchange Lookup]]===
===[[ITrack/Pro/EBay_Screen|Ebay Screen]]===
*[http://wiki.isoftdata.com/index.php/Interchange_Extension_(Pro)#Option_Tab Options Tab]
*[[ITrack/Pro/EBay_Screen#Account Preferences Screen|Account preferences Screen]]
*[http://wiki.isoftdata.com/index.php/Interchange_Extension_(Pro)#Application_Tab Application Tab]
*[[ITrack/Pro/EBay_Screen#Parts Listing Tab|Parts Listing Tab]]
*[http://wiki.isoftdata.com/index.php/Interchange_Extension_(Pro)#Notes_Tab Notes Tab]
*[[ITrack/Pro/EBay_Screen#Auction Tab|Auction Tab]]
*[http://wiki.isoftdata.com/index.php/Interchange_Extension_(Pro)#Group_Tab Group Tab]
*[[ITrack/Pro/EBay_Screen#Transactions Tab|Transactions Tab]]
*[[ITrack/Pro/EBay_Screen#Listing Templates Tab|Listing Templates Tab]]


===[[Quotes Screen (Pro)|Using the Quotes Screen]]===
===[[ITrack/Pro/Interchange_Screen|Interchange Lookup]]===
*[http://wiki.isoftdata.com/index.php/Quotes_Extension_(Pro)#Quote_Screen Quotes Screen]
*[[ITrack/Pro/Interchange_Screen#Option_Tab_Options_Tab|Option Tab Options Tab]]
**[http://wiki.isoftdata.com/index.php/Quotes_Extension_(Pro)#Add_Customer Add Customer]
*[[ITrack/Pro/Interchange_Screen#Application_Tab|Application Tab]]
**[http://wiki.isoftdata.com/index.php/Quotes_Extension_(Pro)#Add_Parts Add Parts]
*[[ITrack/Pro/Interchange_Screen#Notes_Tab|Notes Tab]]
**[http://wiki.isoftdata.com/index.php/Quotes_Extension_(Pro)#Add_Price Add Price]
*[[ITrack/Pro/Interchange_Screen#Group_Tab|Group Tab]]
*[http://wiki.isoftdata.com/index.php/Quotes_Extension_(Pro)#Converting_a_Quote_to_an_Invoice Converting a Quote to an Invoice]


===[[Sales Extension (Pro)|Using the Sales Screen]]===
===[[Pro/Quotes_Screen|Using the Quotes Screen]]===
*[http://wiki.isoftdata.com/index.php/Sales_Extension_(Pro)#Sales_Screen Sales Screen]
*[[Pro/Quotes_Screen#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]]
**[http://wiki.isoftdata.com/index.php/Sales_Extension_(Pro)#Add_Customer Add Customer]
**[[Pro/Quotes_Screen#Add_Customer|Add Customer]]
**[http://wiki.isoftdata.com/index.php/Sales_Extension_(Pro)#Add_Parts Add Parts]
**[[Pro/Quotes_Screen#Add_Parts|Add Parts]]
**[http://wiki.isoftdata.com/index.php/Sales_Extension_(Pro)#Payment_Method Payment Method]
**[[Pro/Quotes_Screen#Add_Price|Add Price]]
*[[Pro/Quotes_Screen#Converting_a_Quote_to_an_Invoice|Converting a Quote to an Invoice]]


===[[Vendor Extension (Pro)|Vendor Information Screen]]===
===[[ITrack/Pro/Sales_Screen|Using the Sales Screen]]===
*[http://wiki.isoftdata.com/index.php/Vendor_Extension_(Pro)#Adding_a_Vendor Adding a Vendor]
*[[ITrack/Pro/Sales_Screen#Sales_Screen|Sales Screen]]
*[http://wiki.isoftdata.com/index.php/Vendor_Extension_(Pro)#Additional_Info_Tab Additional Info Tab]
**[[ITrack/Pro/Sales_Screen#Add_Customer|Add Customer]]
*[http://wiki.isoftdata.com/index.php/Vendor_Extension_(Pro)#Purchase_Orders_Tab Purchase Orders Tab]
**[[ITrack/Pro/Sales_Screen#Add_Parts|Add Parts]]
**[[ITrack/Pro/Sales_Screen#Payment_Method|Payment Method]]


===[[Vendor List Extension (Pro)|Vendor List Screen]]===
===[[ITrack/Pro/Vendor_Screen|Vendor Information Screen]]===
*[http://wiki.isoftdata.com/index.php/Vendor_List_Extension_(Pro) Searching for a Vendor]
*[[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]]


===[[Purchase Orders Extension (Pro)|Creating Purchase Orders]]===
===[[ITrack/Pro/Vendor_List_Screen|Vendor List Screen]]===
*[http://wiki.isoftdata.com/index.php/Purchase_Orders_Extension_(Pro)#Creating_Purchase_Orders Creating Purchase Orders]
*[[ITrack/Pro/Vendor_List_Screen|Searching for a Vendor]]
**[http://wiki.isoftdata.com/index.php/Purchase_Orders_Extension_(Pro)#Add_Vendor Add Vendor]
**[http://wiki.isoftdata.com/index.php/Purchase_Orders_Extension_(Pro)#Add_Customer Add Customer]
**[http://wiki.isoftdata.com/index.php/Purchase_Orders_Extension_(Pro)#Add_Part Add Part]
*[http://wiki.isoftdata.com/index.php/Purchase_Orders_Extension_(Pro)#Closing_Purchase_Orders Closing Purchase Orders]
**[http://wiki.isoftdata.com/index.php/Purchase_Orders_Extension_(Pro)#Partial_Receiving Partial Receiving]
**[http://wiki.isoftdata.com/index.php/Purchase_Orders_Extension_(Pro)#Receive_All Receive All]


===[[Report Viewer Screen (Pro)|Reports]]===
===[[ITrack/Pro/Purchase_Orders_Screen|Creating Purchase Orders]]===
*[http://wiki.isoftdata.com/index.php/Report_Viewer_Extension_(Pro)#Reports Reports]
*[[ITrack/Pro/Purchase_Orders_Screen#Creating_Purchase_Orders|Creating Purchase Orders]]
*[http://wiki.isoftdata.com/index.php/Report_Viewer_Extension_(Pro)#Aging Aging]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Vendor|Add Vendor]]
*[http://wiki.isoftdata.com/index.php/Report_Viewer_Extension_(Pro)#Billing Billing]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Customer|Add Customer]]
*[http://wiki.isoftdata.com/index.php/Report_Viewer_Extension_(Pro)#Inventory_Quick_Totals Inventory Quick Totals]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Part|Add Part]]
*[http://wiki.isoftdata.com/index.php/Report_Viewer_Extension_(Pro)#Sales_by_Salesperson Sales by Salesperson]
*[[ITrack/Pro/Purchase_Orders_Screen#Closing_Purchase_Orders|Closing Purchase Orders]]
*[http://wiki.isoftdata.com/index.php/Report_Viewer_Extension_(Pro)#Sales_by_Tax_Type Sales by Tax Type]
**[[ITrack/Pro/Purchase_Orders_Screen#Partial_Receiving|Partial Receiving]]
*[http://wiki.isoftdata.com/index.php/Report_Viewer_Extension_(Pro)#Sales_List Sales List]
**[[ITrack/Pro/Purchase_Orders_Screen#Receive_All|Receive All]]


===[[Quickbooks Screen (Pro)|Quickbooks Screen]]===
===[[ITrack/Pro/Report Information|Reports]]===
*[http://wiki.isoftdata.com/index.php/QBToolkit_Extension_(Pro) Installing on a client machine]
*[[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]]


<br>
==Administration Manual==
==Administration Manual==


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


===[[Part Configuration Extension (Pro)|Parts Configuration]]===
===[[ITrack/Pro/Part_Configuration_Screen|Parts Configuration]]===
*[http://wiki.isoftdata.com/index.php/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]]
*[http://wiki.isoftdata.com/index.php/Part_Configuration_Extension_(Pro)#Adding.2C_Editing.2C_or_Removing_Parts Adding, Editing, or Removing Parts]
*[[ITrack/Pro/Part_Configuration_Screen#Adding|Adding, Editing, or Removing Parts]]
*[http://wiki.isoftdata.com/index.php/Part_Configuration_Extension_(Pro)#Part_Questions Part Questions]
*[[ITrack/Pro/Part_Configuration_Screen#Part_Questions|Part Questions]]
*[http://wiki.isoftdata.com/index.php/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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