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

From ISoft Wiki
< ITrack‎ | Pro
Jump to navigationJump to search
Line 25: Line 25:


===[[Parts_Screen_(Pro)|Entering New Parts]]===
===[[Parts_Screen_(Pro)|Entering New Parts]]===
*[[Parts_Extension_(Pro)#Adding_Parts_From_Teardown|Adding Parts From Teardown]]
*[[Parts_Screen_(Pro)#Adding_Parts|Adding Parts From Teardown]]
*[[Parts_Extension_(Pro)#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]]
*[[Parts_Screen_(Pro)#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]]
**[[Parts_Extension_(Pro)#Part_Information_Tab|Part Information Tab]]
**[[Parts_Screen_(Pro)#Part_Information_Tab|Part Information Tab]]
**[[Parts_Extension_(Pro)#Advanced_Tab|Advanced Tab]]
**[[Parts_Screen_(Pro)#Advanced_Tab|Advanced Tab]]
***[[Parts_Extension_(Pro)#Locations|Locations]]
***[[Parts_Screen_(Pro)#Locations|Locations]]
***[[Parts_Extension_(Pro)#Build_Orders|Build Orders]]
***[[Parts_Screen_(Pro)#Build_Orders|Build Orders]]
***[[Parts_Extension_(Pro)#Attachments_and_Images|Attachments and Images]]
***[[Parts_Screen_(Pro)#Attachments_and_Images|Attachments and Images]]


===[[Search_Screen_(Pro)|Using Search Screens]]===
===[[Search_Screen_(Pro)|Using Search Screens]]===
*[[Search_Extension_(Pro)#Searching_your_Inventory|Searching your Inventory]]
*[[Search_Screen_(Pro)#Searching_your_Inventory|Searching your Inventory]]
*[[Search_Extension_(Pro)#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[Search_Screen_(Pro)#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[Search_Extension_(Pro)#Advanced_Search_Options_Advanced_Seach_Options_Tab|Advanced Search Options Advanced Seach Options Tab]]
*[[Search_Screen_(Pro)#Advanced_Search_Options|Advanced Seach Options Tab]]


===[[Customer_Extension_(Pro)|Customer Information Screen]]===
===[[Customer_Extension_(Pro)|Customer Information Screen]]===
*[[Customer_Extension_(Pro)#Adding_a_Customer|Adding a Customer]]
*[[Customer_Extension_(Pro)#Adding_a_Customer|Adding a Customer]]
*[[Customer_Extension_(Pro)#Address_Tab|Address Tab]]
*[[Customer_Extension_(Pro)#Address_Tab|Address Tab]]
*[[Customer_Extension_(Pro)#Additional_Information_TabAdditional_Information_Tab|Additional Information Tab]]
*[[Customer_Extension_(Pro)#Additional_Information_Tab|Additional Information Tab]]
*[[Customer_Extension_(Pro)#Payment_Information_Tab|Payment Information Tab]]
*[[Customer_Extension_(Pro)#Payment_Information_Tab|Payment Information Tab]]
*[[Customer_Extension_(Pro)#Sales_Tab|Sales Tab]]
*[[Customer_Extension_(Pro)#Sales_Tab|Sales Tab]]
Line 47: Line 47:


===[[Customer_List_Screen_(Pro)|Customer List Screen]]===
===[[Customer_List_Screen_(Pro)|Customer List Screen]]===
*[[Customer_List_Extension_(Pro)|Searching for a Customer]]
*[[Customer_List_Screen_(Pro)|Searching for a Customer]]


===[[Interchange_Extension_(Pro)|Interchange Lookup]]===
===[[Interchange_Extension_(Pro)|Interchange Lookup]]===
Line 56: Line 56:


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


===[[Sales_Extension_(Pro)|Using the Sales Screen]]===
===[[Sales_Extension_(Pro)|Using the Sales Screen]]===
Line 86: Line 86:


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


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


<br>
<br>

Revision as of 09:17, 19 June 2009

User Manual

Home Screen and Main Menu

Vehicle Management Screen

Entering New Parts

Using Search Screens

Customer Information Screen

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

Parts Configuration