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

From ISoft Wiki
< ITrack‎ | Pro
Jump to navigationJump to search
Line 1: Line 1:
==User Manual==
==User Manual==


===[[Home_Screen_(Pro)|Home Screen and Main Menu]]===
===[[Pro/Home_Screen|Home Screen and Main Menu]]===
*[[Pro/Home_Screen#Print_Reports|Print Reports]]
*[[Pro/Home_Screen#Print_Reports|Print Reports]]
*[[Pro/Home_Screen#Imports/Exports|Import/Exports]]
*[[Pro/Home_Screen#Imports/Exports|Import/Exports]]
Line 10: Line 10:
**[[Pro/Home_Screen#Work_Orders|Work Orders]]
**[[Pro/Home_Screen#Work_Orders|Work Orders]]


===[[Vehicles_Screen_(Pro)|Vehicle Management Screen]]===
===[[Pro/Vehicles_Screen|Vehicle Management Screen]]===
*[[Vehicles_Screen_(Pro)#Entering_New_Vehicles|Entering New Vehicles]]
*[[Pro/Vehicles_Screen#Entering_New_Vehicles|Entering New Vehicles]]
*[[Vehicles_Screen_(Pro)#Basic_Tab|Basic Tab]]
*[[Pro/Vehicles_Screen#Basic_Tab|Basic Tab]]
**[[Vehicles_Screen_(Pro)#Advanced_Tab|Advanced Tab]]
**[[Pro/Vehicles_Screen#Advanced_Tab|Advanced Tab]]
**[[Vehicles_Screen_(Pro)#Info_Tab|Info Tab]]
**[[Pro/Vehicles_Screen#Info_Tab|Info Tab]]
**[[Vehicles_Screen_(Pro)#Costs_Tab|Costs Tab]]
**[[Pro/Vehicles_Screen#Costs_Tab|Costs Tab]]
**[[Vehicles_Screen_(Pro)#Performance_Tab|Performance Tab]]
**[[Pro/Vehicles_Screen#Performance_Tab|Performance Tab]]
**[[Vehicles_Screen_(Pro)#Q_and_A_Tab|Q and A Tab]]
**[[Pro/Vehicles_Screen#Q_and_A_Tab|Q and A Tab]]
*[[Vehicles_Screen_(Pro)#Viewing_and_Editing_Vehicles|Viewing and Editing Vehicles]]
*[[Pro/Vehicles_Screen#Viewing_and_Editing_Vehicles|Viewing and Editing Vehicles]]
**[[Vehicles_Screen_(Pro)#Search|Searching For a Vehicle]]
**[[Pro/Vehicles_Screen#Search|Searching For a Vehicle]]
**[[Vehicles_Screen_(Pro)#Lookup|Looking Up a Vehicle]]
**[[Pro/Vehicles_Screen#Lookup|Looking Up a Vehicle]]
**[[Vehicles_Screen_(Pro)#Arrows|Scrolling Through a List of Vehicles]]
**[[Pro/Vehicles_Screen#Arrows|Scrolling Through a List of Vehicles]]
*[[Vehicles_Screen_(Pro)#Parts_From_Teardown|Parts From Teardown]]
*[[Pro/Vehicles_Screen#Parts_From_Teardown|Parts From Teardown]]


===[[Parts_Screen_(Pro)|Entering New Parts]]===
===[[Pro/Parts_Screen|Entering New Parts]]===
*[[Parts_Screen_(Pro)#Adding_Parts|Adding Parts From Teardown]]
*[[Pro/Parts_Screen#Adding_Parts|Adding Parts From Teardown]]
*[[Parts_Screen_(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_Screen_(Pro)#Part_Information_Tab|Part Information Tab]]
**[[Pro/Parts_Screen#Part_Information_Tab|Part Information Tab]]
**[[Parts_Screen_(Pro)#Advanced_Tab|Advanced Tab]]
**[[Pro/Parts_Screen#Advanced_Tab|Advanced Tab]]
***[[Parts_Screen_(Pro)#Locations|Locations]]
***[[Pro/Parts_Screen#Locations|Locations]]
***[[Parts_Screen_(Pro)#Build_Orders|Build Orders]]
***[[Pro/Parts_Screen#Build_Orders|Build Orders]]
***[[Parts_Screen_(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_Screen_(Pro)#Searching_your_Inventory|Searching your Inventory]]
*[[Pro/Search_Screen#Searching_your_Inventory|Searching your Inventory]]
*[[Search_Screen_(Pro)#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[Pro/Search_Screen#Searching_for_a_Vehicle|Searching for a Vehicle]]
*[[Search_Screen_(Pro)#Advanced_Search_Options|Advanced Seach Options Tab]]
*[[Pro/Search_Screen#Advanced_Search_Options|Advanced Seach Options Tab]]


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


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


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


===[[Quotes_Screen_(Pro)|Using the Quotes Screen]]===
===[[Pro/Quotes_Screen|Using the Quotes Screen]]===
*[[Quotes_Screen_(Pro)#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]]
*[[Pro/Quotes_Screen#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]]
**[[Quotes_Screen_(Pro)#Add_Customer|Add Customer]]
**[[Pro/Quotes_Screen#Add_Customer|Add Customer]]
**[[Quotes_Screen_(Pro)#Add_Parts|Add Parts]]
**[[Pro/Quotes_Screen#Add_Parts|Add Parts]]
**[[Quotes_Screen_(Pro)#Add_Price|Add Price]]
**[[Pro/Quotes_Screen#Add_Price|Add Price]]
*[[Quotes_Screen_(Pro)#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]]


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


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


===[[Vendor_List_Extension_(Pro)|Vendor List Screen]]===
===[[Pro/Vendor_List_Extension|Vendor List Screen]]===
*[[Vendor_List_Extension_(Pro)|Searching for a Vendor]]
*[[Pro/Vendor_List_Extension|Searching for a Vendor]]


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


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


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


<br>
<br>
Line 101: Line 101:
==Administration Manual==
==Administration Manual==


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


===[[Part_Configuration_Extension_(Pro)|Parts Configuration]]===
===[[Pro/Part_Configuration_Extension|Parts Configuration]]===
*[[Part_Configuration_Extension_(Pro)#Selecting_Parts_for_Drop_Down_Lists|Selecting Parts for Drop Down Lists]]
*[[Pro/Part_Configuration_Extension#Selecting_Parts_for_Drop_Down_Lists|Selecting Parts for Drop Down Lists]]
*[[Part_Configuration_Extension_(Pro)#Adding|Adding, Editing, or Removing Parts]]
*[[Pro/Part_Configuration_Extension#Adding|Adding, Editing, or Removing Parts]]
*[[Part_Configuration_Extension_(Pro)#Part_Questions|Part Questions]]
*[[Pro/Part_Configuration_Extension#Part_Questions|Part Questions]]
*[[Part_Configuration_Extension_(Pro)#Part_Manufacturers|Part Manufacturers]]
*[[Pro/Part_Configuration_Extension#Part_Manufacturers|Part Manufacturers]]

Revision as of 11:14, 26 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

Retrieved from "https://wikido.isoftdata.com//index.php?title=ITrack/Pro/User_Guide&oldid=1081"