Difference between revisions of "ITrack/Pro/User Guide"
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== | ==User_Manual== | ||
===[[ | ===[[Home_Screen_(Pro)|Home Screen and Main Menu]]=== | ||
*[ | *[[Home_Extension_(Pro)#Print_Reports|Print Reports]] | ||
*[ | *[[Home_Extension_(Pro)#Imports|Import/Exports]] | ||
*[ | *[[Home_Extension_(Pro)#Document_Tabs|Document Tabs]] | ||
**[ | **[[Home_Extension_(Pro)#Quotes|Quotes]] | ||
**[ | **[[Home_Extension_(Pro)#Deliveries|Deliveries]] | ||
**[ | **[[Home_Extension_(Pro)#Deliveries_Build_Orders|Deliveries Build Orders]] | ||
**[ | **[[Home_Extension_(Pro)#Work_Orders|Work Orders]] | ||
===[[ | ===[[Vehicles_Screen_(Pro)|Vehicle Management Screen]]=== | ||
*[ | *[[Vehicles_Extension_(Pro)#Entering_New_Vehicles|Entering New Vehicles]] | ||
*[ | *[[Vehicles_Extension_(Pro)#Basic_Tab|Basic Tab]] | ||
**[ | **[[Vehicles_Extension_(Pro)#Advanced_Tab|Advanced Tab]] | ||
**[ | **[[Vehicles_Extension_(Pro)#Info_Tab|Info Tab]] | ||
**[ | **[[Vehicles_Extension_(Pro)#Costs_Tab|Costs Tab]] | ||
**[ | **[[Vehicles_Extension_(Pro)#Performance_Tab|Performance Tab]] | ||
**[ | **[[Vehicles_Extension_(Pro)#Q_and_A_Tab|Q and A Tab]] | ||
*[ | *[[Vehicles_Extension_(Pro)#Viewing_and_Editing_Vehicles|Viewing and Editing Vehicles]] | ||
===[[ | ===[[Parts_Screen_(Pro)|Entering New Parts]]=== | ||
*[ | *[[Parts_Extension_(Pro)#Adding_Parts_From_Teardown|Adding Parts From Teardown]] | ||
*[ | *[[Parts_Extension_(Pro)#Adding_Parts_Part_Management_Screen|Adding Parts Part Management Screen]] | ||
**[ | **[[Parts_Extension_(Pro)#Part_Information_Tab|Part Information Tab]] | ||
**[ | **[[Parts_Extension_(Pro)#Advanced_Tab|Advanced Tab]] | ||
***[ | ***[[Parts_Extension_(Pro)#Locations|Locations]] | ||
***[ | ***[[Parts_Extension_(Pro)#Build_Orders|Build Orders]] | ||
***[ | ***[[Parts_Extension_(Pro)#Attachments_and_Images|Attachments and Images]] | ||
===[[ | ===[[Search_Screen_(Pro)|Using Search Screens]]=== | ||
*[ | *[[Search_Extension_(Pro)#Searching_your_Inventory|Searching your Inventory]] | ||
*[ | *[[Search_Extension_(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]] | ||
===[[ | ===[[Customer_Extension_(Pro)|Customer Information Screen]]=== | ||
*[ | *[[Customer_Extension_(Pro)#Adding_a_Customer|Adding a Customer]] | ||
*[ | *[[Customer_Extension_(Pro)#Address_Tab|Address Tab]] | ||
*[ | *[[Customer_Extension_(Pro)#Additional_Information_TabAdditional_Information_Tab|Additional Information Tab]] | ||
*[ | *[[Customer_Extension_(Pro)#Payment_Information_Tab|Payment Information Tab]] | ||
*[ | *[[Customer_Extension_(Pro)#Sales_Tab|Sales Tab]] | ||
*[ | *[[Customer_Extension_(Pro)#Quotes_Tab|Quotes Tab]] | ||
===[[ | ===[[Customer_List_Screen_(Pro)|Customer List Screen]]=== | ||
*[ | *[[Customer_List_Extension_(Pro)|Searching for a Customer]] | ||
===[[ | ===[[Interchange_Extension_(Pro)|Interchange Lookup]]=== | ||
*[ | *[[Interchange_Extension_(Pro)#Option_Tab_Options_Tab|Option Tab Options Tab]] | ||
*[ | *[[Interchange_Extension_(Pro)#Application_Tab|Application Tab]] | ||
*[ | *[[Interchange_Extension_(Pro)#Notes_Tab|Notes Tab]] | ||
*[ | *[[Interchange_Extension_(Pro)#Group_Tab|Group Tab]] | ||
===[[ | ===[[Quotes_Screen_(Pro)|Using the Quotes Screen]]=== | ||
*[ | *[[Quotes_Extension_(Pro)#Quote_Screen_Quotes_Screen|Quote Screen Quotes Screen]] | ||
**[ | **[[Quotes_Extension_(Pro)#Add_Customer|Add Customer]] | ||
**[ | **[[Quotes_Extension_(Pro)#Add_Parts|Add Parts]] | ||
**[ | **[[Quotes_Extension_(Pro)#Add_Price|Add Price]] | ||
*[ | *[[Quotes_Extension_(Pro)#Converting_a_Quote_to_an_Invoice|Converting a Quote to an Invoice]] | ||
===[[ | ===[[Sales_Extension_(Pro)|Using the Sales Screen]]=== | ||
*[ | *[[Sales_Extension_(Pro)#Sales_Screen|Sales Screen]] | ||
**[ | **[[Sales_Extension_(Pro)#Add_Customer|Add Customer]] | ||
**[ | **[[Sales_Extension_(Pro)#Add_Parts|Add Parts]] | ||
**[ | **[[Sales_Extension_(Pro)#Payment_Method|Payment Method]] | ||
===[[ | ===[[Vendor_Extension_(Pro)|Vendor Information Screen]]=== | ||
*[ | *[[Vendor_Extension_(Pro)#Adding_a_Vendor|Adding a Vendor]] | ||
*[ | *[[Vendor_Extension_(Pro)#Additional_Info_Tab|Additional Info Tab]] | ||
*[ | *[[Vendor_Extension_(Pro)#Purchase_Orders_Tab|Purchase Orders Tab]] | ||
===[[ | ===[[Vendor_List_Extension_(Pro)|Vendor List Screen]]=== | ||
*[ | *[[Vendor_List_Extension_(Pro)|Searching for a Vendor]] | ||
===[[ | ===[[Purchase_Orders_Extension_(Pro)|Creating Purchase Orders]]=== | ||
*[ | *[[Purchase_Orders_Extension_(Pro)#Creating_Purchase_Orders|Creating Purchase Orders]] | ||
**[ | **[[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]]=== | ||
*[ | *[[Report_Viewer_Extension_(Pro)#Reports|Reports]] | ||
*[ | *[[Report_Viewer_Extension_(Pro)#Aging|Aging]] | ||
*[ | *[[Report_Viewer_Extension_(Pro)#Billing|Billing]] | ||
*[ | *[[Report_Viewer_Extension_(Pro)#Inventory_Quick_Totals|Inventory Quick Totals]] | ||
*[ | *[[Report_Viewer_Extension_(Pro)#Sales_by_Salesperson|Sales by Salesperson]] | ||
*[ | *[[Report_Viewer_Extension_(Pro)#Sales_by_Tax_Type|Sales by Tax Type]] | ||
*[ | *[[Report_Viewer_Extension_(Pro)#Sales_List|Sales List]] | ||
===[[ | ===[[Quickbooks_Screen_(Pro)|Quickbooks Screen]]=== | ||
*[ | *[[QBToolkit_Extension_(Pro)#Installing_on_a_client_machine|Installing on a client machine]] | ||
<br> | <br> | ||
== | ==Administration_Manual== | ||
===[[ | ===[[Options_Extension_(Pro)|Options Screen]]=== | ||
*[ | *[[Options_Extension_(Pro)#Options_Dialog|Options Dialog]] | ||
*[ | *[[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]]=== | ||
*[ | *[[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]] | ||
*[ | *[[Part_Configuration_Extension_(Pro)#Part_Questions|Part Questions]] | ||
*[ | *[[Part_Configuration_Extension_(Pro)#Part_Manufacturers|Part Manufacturers]] | ||
Revision as of 15:24, 12 June 2009
User_Manual
Home Screen and Main Menu
Vehicle Management Screen
Entering New Parts
Using Search Screens
Customer Information Screen
- Adding a Customer
- Address Tab
- Additional Information Tab
- Payment Information Tab
- Sales Tab
- Quotes Tab
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
- Options Dialog
- General Information
- Printer Settings
- Tax Items
- Company Information
- Setting up payment Methods
- Pricing Options
- Reports
