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]]===
*[[Home_Extension_(Pro)#Print_Reports|Print Reports]]
*[[Pro/Home_Screen#Document_Tabs|Document Tabs]]
*[[Home_Extension_(Pro)#Imports|Import/Exports]]
**[[Pro/Home_Screen#Sales|Sales]]
*[[Home_Extension_(Pro)#Document_Tabs|Document Tabs]]
**[[Pro/Home_Screen#Quotes|Quotes]]
**[[Home_Extension_(Pro)#Quotes|Quotes]]
**[[Pro/Home_Screen#Build_Orders|Build Orders]]
**[[Home_Extension_(Pro)#Deliveries|Deliveries]]
**[[Pro/Home_Screen#Work_Orders|Work Orders]]
**[[Home_Extension_(Pro)#Deliveries_Build_Orders|Deliveries Build Orders]]
**[[Pro/Home_Screen#Deliveries|Deliveries]]
**[[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]]===
*[[Vehicles_Extension_(Pro)#Entering_New_Vehicles|Entering New Vehicles]]
*[[Pro/Vehicles_Screen#Entering_New_Vehicles|Entering New Vehicles]]
*[[Vehicles_Extension_(Pro)#Basic_Tab|Basic Tab]]
*[[Pro/Vehicles_Screen#Basic_Tab|Basic Tab]]
**[[Vehicles_Extension_(Pro)#Advanced_Tab|Advanced Tab]]
**[[Pro/Vehicles_Screen#Advanced_Tab|Advanced Tab]]
**[[Vehicles_Extension_(Pro)#Info_Tab|Info Tab]]
**[[Pro/Vehicles_Screen#Info_Tab|Info Tab]]
**[[Vehicles_Extension_(Pro)#Costs_Tab|Costs Tab]]
**[[Pro/Vehicles_Screen#Costs_Tab|Costs Tab]]
**[[Vehicles_Extension_(Pro)#Performance_Tab|Performance Tab]]
**[[Pro/Vehicles_Screen#Performance_Tab|Performance Tab]]
**[[Vehicles_Extension_(Pro)#Q_and_A_Tab|Q and A Tab]]
**[[Pro/Vehicles_Screen#Q_and_A_Tab|Q and A Tab]]
*[[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]]===
*[[Parts_Extension_(Pro)#Adding_Parts_From_Teardown|Adding Parts From Teardown]]
*[[Pro/Parts_Screen#Adding_Parts|Adding Parts From Teardown]]
*[[Parts_Extension_(Pro)#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]]
*[[Pro/Parts_Screen#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]]
**[[Parts_Extension_(Pro)#Part_Information_Tab|Part Information Tab]]
**[[Pro/Parts_Screen#Part_Information_Tab|Part Information Tab]]
**[[Parts_Extension_(Pro)#Advanced_Tab|Advanced Tab]]
**[[Pro/Parts_Screen#Advanced_Tab|Advanced Tab]]
***[[Parts_Extension_(Pro)#Locations|Locations]]
***[[Pro/Parts_Screen#Locations|Locations]]
***[[Parts_Extension_(Pro)#Build_Orders|Build Orders]]
***[[Pro/Parts_Screen#Build_Orders|Build Orders]]
***[[Parts_Extension_(Pro)#Attachments_and_Images|Attachments and Images]]
***[[Pro/Parts_Screen#Attachments_and_Images|Attachments and Images]]


===[[Search_Screen_(Pro)|Using Search Screens]]===
===[[Pro/Search_Screen|Using Search Screens]]===
*[[Search_Extension_(Pro)#Searching_your_Inventory|Searching your Inventory]]
*[[Pro/Search_Screen#Searching_your_Inventory|Searching your Inventory]]
*[[Search_Extension_(Pro)#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[Pro/Search_Screen#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]]
*[[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]]===
*[[Customer_Extension_(Pro)#Adding_a_Customer|Adding a Customer]]
*[[ITrack/Pro/Customer Screen#Adding_a_Customer|Adding a Customer]]
*[[Customer_Extension_(Pro)#Address_Tab|Address Tab]]
*[[ITrack/Pro/Customer Screen#Address_Tab|Address Tab]]
*[[Customer_Extension_(Pro)#Additional_Information_TabAdditional_Information_Tab|Additional Information Tab]]
*[[ITrack/Pro/Customer Screen#Additional_Information_Tab|Additional Information Tab]]
*[[Customer_Extension_(Pro)#Payment_Information_Tab|Payment Information Tab]]
*[[ITrack/Pro/Customer Screen#Payment_Information_Tab|Payment Information Tab]]
*[[Customer_Extension_(Pro)#Sales_Tab|Sales Tab]]
*[[ITrack/Pro/Customer Screen#Sales_Tab|Sales Tab]]
*[[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]]===
*[[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]]===
*[[Interchange_Extension_(Pro)#Option_Tab_Options_Tab|Option Tab Options Tab]]
*[[ITrack/Pro/EBay_Screen#Account Preferences Screen|Account preferences Screen]]
*[[Interchange_Extension_(Pro)#Application_Tab|Application Tab]]
*[[ITrack/Pro/EBay_Screen#Parts Listing Tab|Parts Listing Tab]]
*[[Interchange_Extension_(Pro)#Notes_Tab|Notes Tab]]
*[[ITrack/Pro/EBay_Screen#Auction Tab|Auction Tab]]
*[[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]]===
*[[Quotes_Extension_(Pro)#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]]
*[[ITrack/Pro/Interchange_Screen#Option_Tab_Options_Tab|Option Tab Options Tab]]
**[[Quotes_Extension_(Pro)#Add_Customer|Add Customer]]
*[[ITrack/Pro/Interchange_Screen#Application_Tab|Application Tab]]
**[[Quotes_Extension_(Pro)#Add_Parts|Add Parts]]
*[[ITrack/Pro/Interchange_Screen#Notes_Tab|Notes Tab]]
**[[Quotes_Extension_(Pro)#Add_Price|Add Price]]
*[[ITrack/Pro/Interchange_Screen#Group_Tab|Group Tab]]
*[[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]]===
*[[Sales_Extension_(Pro)#Sales_Screen|Sales Screen]]
*[[Pro/Quotes_Screen#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]]
**[[Sales_Extension_(Pro)#Add_Customer|Add Customer]]
**[[Pro/Quotes_Screen#Add_Customer|Add Customer]]
**[[Sales_Extension_(Pro)#Add_Parts|Add Parts]]
**[[Pro/Quotes_Screen#Add_Parts|Add Parts]]
**[[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]]===
*[[Vendor_Extension_(Pro)#Adding_a_Vendor|Adding a Vendor]]
*[[ITrack/Pro/Sales_Screen#Sales_Screen|Sales Screen]]
*[[Vendor_Extension_(Pro)#Additional_Info_Tab|Additional Info Tab]]
**[[ITrack/Pro/Sales_Screen#Add_Customer|Add Customer]]
*[[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]]===
*[[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]]===
*[[Purchase_Orders_Extension_(Pro)#Creating_Purchase_Orders|Creating Purchase Orders]]
*[[ITrack/Pro/Vendor_List_Screen|Searching for a Vendor]]
**[[Purchase_Orders_Extension_(Pro)#Add_Vendor|Add Vendor]]
**[[Purchase_Orders_Extension_(Pro)#Add_Customer|Add Customer]]
**[[Purchase_Orders_Extension_(Pro)#Add_Part|Add Part]]
*[[Purchase_Orders_Extension_(Pro)#Closing_Purchase_Orders|Closing Purchase Orders]]
**[[Purchase_Orders_Extension_(Pro)#Partial_Receiving|Partial Receiving]]
**[[Purchase_Orders_Extension_(Pro)#Receive_All|Receive All]]


===[[Report_Viewer_Screen_(Pro)|Reports]]===
===[[ITrack/Pro/Purchase_Orders_Screen|Creating Purchase Orders]]===
*[[Report_Viewer_Extension_(Pro)#Reports|Reports]]
*[[ITrack/Pro/Purchase_Orders_Screen#Creating_Purchase_Orders|Creating Purchase Orders]]
*[[Report_Viewer_Extension_(Pro)#Aging|Aging]]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Vendor|Add Vendor]]
*[[Report_Viewer_Extension_(Pro)#Billing|Billing]]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Customer|Add Customer]]
*[[Report_Viewer_Extension_(Pro)#Inventory_Quick_Totals|Inventory Quick Totals]]
**[[ITrack/Pro/Purchase_Orders_Screen#Add_Part|Add Part]]
*[[Report_Viewer_Extension_(Pro)#Sales_by_Salesperson|Sales by Salesperson]]
*[[ITrack/Pro/Purchase_Orders_Screen#Closing_Purchase_Orders|Closing Purchase Orders]]
*[[Report_Viewer_Extension_(Pro)#Sales_by_Tax_Type|Sales by Tax Type]]
**[[ITrack/Pro/Purchase_Orders_Screen#Partial_Receiving|Partial Receiving]]
*[[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]]===
*[[QBToolkit_Extension_(Pro)#Installing_on_a_client_machine|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]]


<br>
===[[Pro/Quickbooks_Screen|Quickbooks Screen]]===
==Administration_Manual==
*[[Pro/Quickbooks_Screen#Installing_on_a_client_machine|Installing on a client machine]]


===[[Options_Extension_(Pro)|Options Screen]]===
===[[Pro/Transaction_List_Screen|Transaction List Screen]]===
*[[Options_Extension_(Pro)#Options_Dialog|Options Dialog]]
*[[Pro/Transaction_List_Screen|Transaction List Tab]]
*[[Options_Extension_(Pro)#General_Information|General Information]]
*[[Options_Extension_(Pro)#Printer_Settings|Printer Settings]]
*[[Options_Extension_(Pro)#Tax_Items|Tax Items]]
**[[Options_Extension_(Pro)#Add_New_Tax_Item|Add New Tax Item]]
**[[Options_Extension_(Pro)#Editing_Tax_Items|Editing Tax Items]]
*[[Options_Extension_(Pro)#Company_Information|Company Information]]
*[[Options_Extension_(Pro)#Setting_up_payment_Methods|Setting up payment Methods]]
*[[Options_Extension_(Pro)#Pricing_Options|Pricing Options]]
*[[Options_Extension_(Pro)#Reports|Reports]]


===[[Part_Configuration_Extension_(Pro)|Parts Configuration]]===
==Administration Manual==
*[[Part_Configuration_Extension_(Pro)#Selecting_Parts_for_Drop_Down_Lists|Selecting Parts for Drop Down Lists]]
 
*[[Part_Configuration_Extension_(Pro)#Adding|Adding, Editing, or Removing Parts]]
===[[ITrack/Pro/Options_Screen|Options Screen(Under construction from 5/19 to 5/20)]]===
*[[Part_Configuration_Extension_(Pro)#Part_Questions|Part Questions]]
*[[ITrack/Pro/Options_Screen#Options_Dialog|Options Dialog]]
*[[Part_Configuration_Extension_(Pro)#Part_Manufacturers|Part Manufacturers]]
*[[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 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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