ITrack/Pro/User Guide

User Manual

Home Screen and Main Menu

• Print Reports
• Import/Exports
• Document Tabs
  • Quotes
  • Deliveries
  • Build Orders
  • Work Orders

Vehicle Management Screen

• Entering New Vehicles
• Basic Tab
  • Advanced Tab
  • Info Tab
  • Costs Tab
  • Performance Tab
  • Q and A Tab
• Viewing and Editing Vehicles
  • Searching For a Vehicle
  • Looking Up a Vehicle
  • Scrolling Through a List of Vehicles
• Parts From Teardown

Entering New Parts

• Adding Parts From Teardown
• Adding Parts Part Management Screen
  • Part Information Tab
  • Advanced Tab
    • Locations
    • Build Orders
    • Attachments and Images

Using Search Screens

• Searching your Inventory
• Searching for a Vehicle
• Advanced Seach Options Tab

Customer Information Screen

• Adding a Customer
• Address Tab
• Additional Information Tab
• Payment Information Tab
• Sales Tab
• Quotes Tab

Customer List Screen

• Searching for a Customer

Interchange Lookup

• Option Tab Options Tab
• Application Tab
• Notes Tab
• Group Tab

Using the Quotes Screen

• Quote Screen Quotes Screen
  • Add Customer
  • Add Parts
  • Add Price
• Converting a Quote to an Invoice

Using the Sales Screen

• Sales Screen
  • Add Customer
  • Add Parts
  • Payment Method

Vendor Information Screen

• Adding a Vendor
• Additional Info Tab
• Purchase Orders Tab

Vendor List Screen

• Searching for a Vendor

Creating Purchase Orders

• Creating Purchase Orders
  • Add Vendor
  • Add Customer
  • Add Part
• Closing Purchase Orders
  • Partial Receiving
  • Receive All

Reports

• Reports
• Aging
• Billing
• Inventory Quick Totals
• Sales by Salesperson
• Sales by Tax Type
• Sales List

Quickbooks Screen

• Installing on a client machine

Administration Manual

Options Screen

• Options Dialog
• General Information
• Printer Settings
• Tax Items
  • Add New Tax Item
  • Editing Tax Items
• Company Information
• Setting up payment Methods
• Pricing Options
• Reports

Parts Configuration

• Selecting Parts for Drop Down Lists
• Adding, Editing, or Removing Parts
• Part Questions
• Part Manufacturers