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

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< ITrack‎ | Pro
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===[[Pro/Home_Screen|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|Vehicle Management Screen]]===
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*[[Pro/Search_Screen#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[Pro/Search_Screen#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[Pro/Search_Screen#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]]


===[[Pro/Customer_Extension|Customer Information Screen]]===
===[[Pro/Customer_Extension|Customer Information Screen]]===
*[[Pro/Customer_Extension#Adding_a_Customer|Adding a Customer]]
*[[ITrack/Pro/Customer Screen#Adding_a_Customer|Adding a Customer]]
*[[Pro/Customer_Extension#Address_Tab|Address Tab]]
*[[ITrack/Pro/Customer Screen#Address_Tab|Address Tab]]
*[[Pro/Customer_Extension#Additional_Information_Tab|Additional Information Tab]]
*[[ITrack/Pro/Customer Screen#Additional_Information_Tab|Additional Information Tab]]
*[[Pro/Customer_Extension#Payment_Information_Tab|Payment Information Tab]]
*[[ITrack/Pro/Customer Screen#Payment_Information_Tab|Payment Information Tab]]
*[[Pro/Customer_Extension#Sales_Tab|Sales Tab]]
*[[ITrack/Pro/Customer Screen#Sales_Tab|Sales Tab]]
*[[Pro/Customer_Extension#Quotes_Tab|Quotes 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]]


===[[Pro/Customer_List_Screen|Customer List Screen]]===
===[[ITrack/Pro/EBay_Screen|Ebay Screen]]===
*[[Pro/Customer_List_Screen|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]]


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


===[[Pro/Quotes_Screen|Using the Quotes Screen]]===
===[[Pro/Quotes_Screen|Using the Quotes Screen]]===
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*[[Pro/Quotes_Screen#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]]


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


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


===[[Pro/Vendor_List_Extension|Vendor List Screen]]===
===[[ITrack/Pro/Vendor_List_Screen|Vendor List Screen]]===
*[[Pro/Vendor_List_Extension|Searching for a Vendor]]
*[[ITrack/Pro/Vendor_List_Screen|Searching for a Vendor]]


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


===[[ITrack/Pro/Report Information|Reports]]===
===[[ITrack/Pro/Report Information|Reports]]===
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*[[ITrack/Pro/Report Information#Sales_by_Tax_Type|Sales by Tax Type]]
*[[ITrack/Pro/Report Information#Sales_by_Tax_Type|Sales by Tax Type]]
*[[ITrack/Pro/Report Information#Sales_List|Sales List]]
*[[ITrack/Pro/Report Information#Sales_List|Sales List]]
*[[ITrack/Pro/Report Information#Other Tabs|Other Tabs]]


===[[Pro/Quickbooks_Screen|Quickbooks Screen]]===
===[[Pro/Quickbooks_Screen|Quickbooks Screen]]===
*[[Pro/Quickbooks_Screen#Installing_on_a_client_machine|Installing on a client machine]]
*[[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==
==Administration Manual==


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


===[[Pro/Part_Configuration_Extension|Parts Configuration]]===
===[[ITrack/Pro/Part_Configuration_Screen|Parts Configuration]]===
*[[Pro/Part_Configuration_Extension#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]]
*[[Pro/Part_Configuration_Extension#Adding|Adding, Editing, or Removing Parts]]
*[[ITrack/Pro/Part_Configuration_Screen#Adding|Adding, Editing, or Removing Parts]]
*[[Pro/Part_Configuration_Extension#Part_Questions|Part Questions]]
*[[ITrack/Pro/Part_Configuration_Screen#Part_Questions|Part Questions]]
*[[Pro/Part_Configuration_Extension#Part_Manufacturers|Part Manufacturers]]
*[[ITrack/Pro/Part_Configuration_Screen#Part_Manufacturers|Part Manufacturers]]

Latest revision as of 16:55, 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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