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01. Shop Management SE (77)
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02. Shop Management 5.9 Legacy (140)
article
Correcting Duplicate Customers / Vehicles
article
Correcting Previous Mileage Errors
article
Manager 5.9 installation instructions
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Details Of Top 25 Reports In Shop Mgmt
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Calculating Markup % / Margin &
article
How to Download & Run 5.9 Shop Mgmt Update
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Shop Management Software and Carfax
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Configure ’Nexpart’ Catalog
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Creating A Manual Purchase Order
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Recordset Cannot Be Opened - Diagnostic Number 5356
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Import Data Into Shop Mgmt Database
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Figuring Shop Overhead
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Management System - Error Codes List
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Create All Customers Mailing Labels
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How to apply a discount and retain full tax amount
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Windows 7 PC NAPA Catalog button DAX Error
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Back-up Mgmt System Files To USB Drive
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How Do I Add/Edit Payment Types?
article
Winsock error - Error 10022 in function listen invalid argument
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How To Add New Referral Type
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Search For Vehicle By VIN #
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Configure 5.9 Shop Mgmt To Email EST/INV/Revisions
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Posted Order Report Totals Higher Than Totals On Cash Receipts Report
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Carquest or First Call Online (FCO) catalog in 5.9 crashing application
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Manager SE: Florida Sales Tax Calculation
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Shop Management: How to perform a refund
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Fix To Open WorldPAC From Manager
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Top 25 Reports Defined
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30/60/90 Button Error Msg - How To Fix
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Search By First Name
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Customer Is Non-Tax But Order Is Taxed?
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Mgmt Files Recommended for Backup EVERY Day
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Add a New Service Writer (5.9.x)
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Error Code 5356 Non Admin User
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Restore OD5.com/SK5.com After Reinstall or Update
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"Main dictionary not found" Error Performing Spellcheck
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Registry error setting up Activant, FirstCall or eStore catalog
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Save Your Changes To WIP and Order Screens
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Followup With Inactive Customers
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My System Reports "Cannot locate machine "computername"
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Swap Personalized Plate To Customer’s Diff Car
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Activant Shopcat Catalog User Guide
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Fix Inaccurate Avg Part Cost
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Manager 5.9 Unable to Open WorldPAC
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Winhelp32 (winhlp32.exe) Missing / Training Videos not working
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Od5browser.exe - .NET framework initialization error: Unable to find a version of the runtime to run this application
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Odometer In value is required by the system manager. Please enter a value greater than or equal to the Previous Odometer
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3051 Error - Utilities With Program Open or Read-Only
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Enable Integration to use OnDemand5.com or ShopKey5.com
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How ManagerPlus Calculates Last Cost / Avg Cost
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Access denied to OD5transfer.xml
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Install Customers Marked Non-Tax Report
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Change the Order of Line Items on Order Screen
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Gain Additional Business with Stored Recommendations
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Mail Merge Instructions
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Launching any web integrated button within manager loads a blank page
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Install Revisions Report
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Restoring Mgmt Training Videos
article
Personalize Your Letters & Postcards
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Disable USB Port To Prevent Copying Of Your Database
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Change Vehicle Ownership
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NAPA Catalog slow
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NAPA: Wrong vehicle definition
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Avast! Anti-Virus Exception
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How to Write Off Bad Debt
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Catalog Configuration: WorldPAC
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Shop Mgmt Keyboard Shortcuts (5.9.x)
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Flagging a RO As Comeback
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Email Balance Due Statements
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Setup An IAP Vendor For Use With Activant or eStore Button
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How to Export Data (Envelope icon)
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Your network configuration is using UNC which is not supported by Management Systems.
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Export 5.9 data to Excel 2002/2007
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Carquest WebLink2 For Shop Mgmt 5.9 Jan 2012
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’Un-Sell’ (Reverse) a Revision
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Setup Disposal Fee For Tires
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Inventory Worksheets + Update Function
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Clearing A Late Fee With F5 Batch
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Shop Management: How to set up Program Security
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Shop Management: Program Security (List of Protected Areas)
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Creating Storage Fees
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Florida State Reqs: Estimates & Invoices
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User List Name Stores Screen Preferences
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Work in Progress Screen Comes Up Slow On Workstations.html
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Error Code -2 Is Share Setting
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Adjusting Columns On WIP / Order Screens
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How To Setup Fax for Estimates, Invoices, Revisions, etc
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Cust Followup Calling Report
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How To Create/Restore Active Field Highlighting in Mgmt
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Creating a Prior Balance For Customer
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Mgm Locks Up After Attempt To Print Letter / Postcard
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Use Part To Handle Fee Or Tax
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Manager Crashes when using drop down selection on Technician
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Estimator Functionality Lost After Updating Manager?
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Grid Colors Lost; All Appear Black
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Why Don’t Report #s Match?
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Experts’ Schedule Advice
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Shop Mgmt Training + Setup Workbooks
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Finding a customer by first name
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Nexpart and Wiseconnect require line code option
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No ODBC Data Source / 3031 Error
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Posted Orders ’Grand Total’ Differs From ’Sales Receipts Summary’ Total
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Add a New Technician (5.9.x)
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DIFFERENT PDF WRITERS FOR USE WITH MANAGER PROGRAMS
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WIZ Scrolling Mouse Fix for WIN 7.0 64 Bit etc.
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F12 Profit Wheel Does Not Work
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“Invalid Database Name" when running DButils
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Remove Words From Custom Dictionary
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Inventory Merge - Which Part Is Master
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Reward Your Customer Referrals
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Not able to use mouse wheel to scroll
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How to Remove License Plate
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Control or Prevent Charge Sales
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Your network configuration is using UNC which is not supported by Management Systems
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MyBowser1 has encountered a problem error
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Symptoms Text in Word Document
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Shop Mgmt Installation Quits After Install Type Option Is Selected
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Create a Reusable NSF Fee Item
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Tracking CRM Coupons in Mgmt
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Od5browser.exe – fatal error clr error
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"Cannot Locate Vehicle" - ShopCAT Button Inside Mgmt
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OD5Browser quarantined by AVG How to Recover
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Mgmt: Slow Startup / Catalog Error Msg
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Activant Button Cannot Be Turned On By CTRL+ALT+I
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Printing Error: Odometer In Validation Msg By System
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Print Error 515 Crashes Manager
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Install 5.x Shop Mgmt Training Videos
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Workstations Lose Connectivity Due to Sleep Mode
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An Internet operation failed, Code 12007
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9000 or 9006 Error Codes
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5.9.x Reports Pack
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Recommendations Unable to Be Saved
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WIP Screen Goes Blank After 10 mins of Inactivity.html
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Merge Inventory Master Record
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OEM PnL Transfer Link Missing
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Mgr Report Date Ranges Won’t Stick
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Vehicle information not passing through from Manager to OnDemand5
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Launching Manager Causes System Clock to Change
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Verifying the Manager Update Has Been Run
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Running Quarterly Update on Expired Mgmt Program
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03. Shop Mgmt Enterprise (15)
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04. ProDemand/ShopKeyPro (22)
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05. OnDemand5.com/ShopKey5.com (25)
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06. Repair + Estimating on DVD (25)
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07. Truck (CVG) (6)
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08. ProPack Modules (36)
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09. QuickBooks Integrator (2)
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10. X-Charge Credit Card Processing (6)
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11. SocialCRM (2)
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12. Forum + M1 Training (6)
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13. General Information (15)
02. Shop Management 5.9 Legacy Articles RSS FeedIcon Subscriber Subscribe
Correcting Duplicate Customers / Vehicles
Viewed 30304 times since Thu, Mar 12, 2009
NOTE: Every shop will have a different degree of database cleanup to do; we can only provide the basic concepts here.   If Your Database Originally Came from Another Management Software: Important: If working with a database converted from... Read More
Correcting Previous Mileage Errors
Viewed 18852 times since Wed, Apr 29, 2009
NOTE: Check your 'Enforce Mileage In' setting; Setup, Shop Data, Screen View tab. There is a checkbox for Enforce Mileage In; if set to Yes, change it to No temporarily to complete the corrections work.Best practice is to:1. Identify the... Read More
Manager 5.9 installation instructions
Viewed 9466 times since Fri, Jun 6, 2014
The installation instructions for Manager 5.9. This covers both single and mult-user installations.  Read More
Details Of Top 25 Reports In Shop Mgmt
Viewed 12492 times since Fri, Jan 2, 2009
v     Accounts Receivable Aging Detail – Accounting ReportProvides a detailed listing of all invoices with outstanding balances including any applied payments. Broken out by 30, 60 & 60+ day increments. ... Read More
Calculating Markup % / Margin &
Viewed 12114 times since Wed, May 23, 2012
Percentages  Margin The percentage margin is the percentage of the final selling price that is profit. Markup A markup is what percentage of the cost price do you add on to get the selling price. These are different, a selling price with a... Read More
How to Download & Run 5.9 Shop Mgmt Update
Viewed 11940 times since Tue, Oct 25, 2011
News: 5.9.x Shop Management Update Discs shipping frequency changed. In an effort to avoid price increases and eliminate thousands of CDs in landfills, you will now receive the "Management System Update” disc twice a year. As usual, that disc... Read More
Shop Management Software and Carfax
Viewed 11852 times since Wed, Mar 13, 2013
  Due to upgrades in the most recent version of Mitchell 1 Manager SE and ManagerPlus SE, your service history records will no longer automatically be shared with CARFAX. This change will not have any impact on your workflow or user... Read More
Configure ’Nexpart’ Catalog
Viewed 11343 times since Wed, May 23, 2012
See attached PDF file detailing how to configure the Nexpart (WHI) catalog within the legacy verrsion of Mitchell and ShopKey Management software for user with Advance Auto Parts Read More
Creating A Manual Purchase Order
Viewed 10823 times since Wed, Jun 6, 2012
Sometimes you need something from a vendor that is not integrated to the shop mgmt software for electronic parts ordering & automatic Purchase Order generation. Here are the steps to manually create a Purchase Order as needed.1. Go to the... Read More
Recordset Cannot Be Opened - Diagnostic Number 5356
Viewed 10714 times since Thu, Jul 26, 2012
ERROR 5356 WHEN LAUNCHING MGR WORKSTATION Symptom: The following error occurs when trying to open the Management program: A severe error has occurred in the application. Continued operation is not possible. You will have to restart the application.... Read More
Import Data Into Shop Mgmt Database
Viewed 10663 times since Wed, Jun 25, 2008
Shop Management software ships with an Import Data Utility which allows you to import a properly formatted Microsoft Access database of customer, vehicle, vendor and inventory information. The process is covered in Appendix C of the User’s... Read More
Figuring Shop Overhead
Viewed 10488 times since Wed, Jun 6, 2012
The shop management software includes a Profit Wizard (F12) to see at a glance how your shop’s profit picture looks on the particular order being viewed. We know there are other factors beyond part, labor or sublet cost, so a couple additional... Read More
Management System - Error Codes List
Viewed 10182 times since Wed, Jun 11, 2008
  Printer Error Problem Troubleshooting Tip 504- Report Not Found You have selected a report that does not exist. The report file no longer exist, which means the Series software needs to be reinstalled. 513- Invalid Printer The printer... Read More
Create All Customers Mailing Labels
Viewed 10068 times since Sat, Nov 22, 2008
Use these steps to generate a master list of all customers for holiday mailing labels: 1. Go to Reports, select the Followup tab; choose ANY template and you'll open up on the History tab. 2a. Change BOTH date ranges beyond the current day you... Read More
How to apply a discount and retain full tax amount
Viewed 10010 times since Wed, Aug 8, 2012
Problem:   Some states require applying the full tax amount before any discount coupons are applied to an Invoice, in this scenario tax is 7.75%. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all versions).   In our... Read More
Windows 7 PC NAPA Catalog button DAX Error
Viewed 9944 times since Fri, May 25, 2012
PROBLEM: NAPA parts ordering button on a shop management 5.9.x workstation running Windows 7.0. User gets the following error: DAX Error: The specified module could not be found and then when you acknowledge that error you get " Class not... Read More
Back-up Mgmt System Files To USB Drive
Viewed 9591 times since Wed, May 23, 2012
  How to back-up your management system files to a USB Drive. 1. Insert USB drive in computer and determine which drive letter has been assigned to that device. To determine which Drive letter has been assigned to the USB drive open My Computer from... Read More
How Do I Add/Edit Payment Types?
Viewed 9444 times since Wed, Jun 25, 2008
Question: Is there a way to change the payment type in the “Apply Payments Dialog Box”? We have a need to include “Electronic” payments. Answer:1) Go to Setup, Standard Tables and select Income/Payment Types tab.2) Change... Read More
Winsock error - Error 10022 in function listen invalid argument
Viewed 9299 times since Thu, Jul 26, 2012
Problem: Winsock error: "Error 10022 in function listen invalid argument" Versions: Manager/ManagerPlus, ServiceWriter/Management, all versions. Solution: Program executable is being blocked by a Firewall. Disable Firewall or allow executable... Read More
How To Add New Referral Type
Viewed 9255 times since Thu, Sep 1, 2011
The management software includes a list of Referral types to define how a customer became part of the database. Users may customize the list from any Customer screen Open any EST, RO or INV and go to the Customer screen.1. Click on the Market button... Read More
Search For Vehicle By VIN #
Viewed 8912 times since Wed, Oct 8, 2008
Within the program, pressing F3 (Utilities, Find Customer) provides access to where you can enter a VIN number and search within Manager for that vehicle and then launch an Estimate or Repair Order. Since this selects the vehicle, you may quickly... Read More
Configure 5.9 Shop Mgmt To Email EST/INV/Revisions
Viewed 8526 times since Fri, Feb 10, 2012
  Configure Your 5.9 Shop Management to Email Attachments pdfFactory installs as another printer option allowing Manager/Manager Plus or Service Writer / ShopKey Management users to email Estimates, Revisions, Invoices or any Reports to their... Read More
Posted Order Report Totals Higher Than Totals On Cash Receipts Report
Viewed 8467 times since Wed, Jun 11, 2008
When you post an invoice with a current balance, the invoice will be posted as a Charge and will appear on the Posted Order Report. Since you have not collected any form of payment for that invoice, it will not appear on the Cash Receipts Report.... Read More
Carquest or First Call Online (FCO) catalog in 5.9 crashing application
Viewed 8456 times since Thu, Jul 26, 2012
Symptom: Attempting to setup a Carquest Weblink 2 vendor link crashes program. Versions Affected: 5.9.143 + 5.9.5.145 and higher Solution: The Carquest Weblink II catalog requires a system to run .NET framework 3.5. The installer will be included on... Read More
Manager SE: Florida Sales Tax Calculation
Viewed 8407 times since Thu, Dec 14, 2017
Selecting the Florida Tax Calculation Method will modify tax rates to the attached Florida sales tax chart. To switch to the Florida Tax Calculation Method, go to Configurations > Standard Tables > Tax Rate in the Shop Management software.... Read More
Shop Management: How to perform a refund
Viewed 8291 times since Tue, Dec 12, 2017
The Manager SE program does not have an official refund function; however there are several workarounds. Every shop is unique and choosing the proper refund method will depend on how the management software is configured and overall shop objectives.... Read More
Fix To Open WorldPAC From Manager
Viewed 8276 times since Wed, Mar 10, 2010
NOTE: Mitchell 1 Tech Support cannot assist with this issue; the information within is provided as a courtesy.Fixing the WorldPAC access from shop management software problem caused by 3rd party firewall settings. Adjust HTTP scanning. #1 - Open the... Read More
Top 25 Reports Defined
Viewed 8212 times since Thu, Jul 26, 2012
Top 25 Reports Defined      Accounts Receivable Aging Detail – Accounting Report Provides a detailed listing of all invoices with outstanding balances including any applied payments. Broken out by 30, 60 & 60+ day increments. Sorted and... Read More
30/60/90 Button Error Msg - How To Fix
Viewed 8172 times since Wed, Jun 11, 2008
After pressing the 30/60/90 button you receive a message that says, "Cannot start your application. The workgroup information file is missing or opened exclusively by another user."  This error means that the cmdsys.pps file is corrupted and is... Read More
Search By First Name
Viewed 8154 times since Wed, Jun 6, 2012
TIP: To find a customer by first name, type a comma (",") then a few letters of the first name. All of the first names that match those characters will be listed for you to select from.  Read More
Customer Is Non-Tax But Order Is Taxed?
Viewed 8109 times since Wed, Aug 13, 2008
This is a common problem that results from retroactively changing the Customer tax status to non-taxable sometime after the initial entry, but not also changing the Vehicle tax status and then creating orders with the vehicle(s). In ordinary... Read More
Mgmt Files Recommended for Backup EVERY Day
Viewed 8059 times since Wed, Aug 25, 2010
Manager features Automatic Backups. This feature prompts you to automatically back up your data at pre-defined intervals (program startup, shut-down, or end of day) and then copies the files you would need to restore your database to a location you... Read More
Add a New Service Writer (5.9.x)
Viewed 8051 times since Wed, May 23, 2012
To add a new service writer to your shop management program, follow these steps.1. Go to the Setup menu, select Technician Setup.2. Click on Add to open the technician setup window. 3. Enter the technician's information. Click OK to save.NOTE:... Read More
Error Code 5356 Non Admin User
Viewed 8008 times since Thu, Jul 26, 2012
Symptom: When trying to enter and save ANY information in the Manager program, an error code 5356 indicates being unable to write information to the database. Further troubleshooting indicates there is no 3031 error present, or ‘read-only'... Read More
Restore OD5.com/SK5.com After Reinstall or Update
Viewed 7994 times since Fri, Jan 15, 2010
If user loses access to web-based repair and/or estimating after reinstall of mgmt software running (or more rarely a quarterly shop management update by Winner's Circle or Supercharged CD), the user should check the configuration as it may have... Read More
"Main dictionary not found" Error Performing Spellcheck
Viewed 7990 times since Fri, Oct 30, 2009
Solution 1: Go to http://www.managerfiles.com and run item #19 (number subject to change) -  the vspell.exe. Please note that shop mgmt program should be closed before running it. The file is also attached to this article.  ... Read More
Registry error setting up Activant, FirstCall or eStore catalog
Viewed 7977 times since Fri, Mar 27, 2009
Attempting to link a Vendor record to FirstCall, Activant or eStore throw an error "Vendor Code could not be save to registry".  This error is also possible after a vendor has been successfully installed; the user may receive this error when... Read More
Save Your Changes To WIP and Order Screens
Viewed 7946 times since Wed, Jun 25, 2008
Click on UserList icon Click on Add to create a User Name (or job function) Click on OK; this name becomes active In the lower RH corner, next to the version number, you should now see the name you added instead of Default User. ... Read More
Followup With Inactive Customers
Viewed 7938 times since Wed, Mar 25, 2009
It is possible within Followup tabs to filter a list of customers who's last invoice falls into a prior date range. The following exercise includes creating a postcard to send inactive customers to encourage them to call or come into the shop.1.... Read More
My System Reports "Cannot locate machine "computername"
Viewed 7902 times since Wed, Jun 11, 2008
Solution On the server in the mdb folder, check series20.inf or series10.inf file under the [Database] section. Set the value "Hostname =" to a blank value. Save the file and restart the management system.  Read More
Swap Personalized Plate To Customer’s Diff Car
Viewed 7899 times since Wed, Oct 8, 2008
How Do I Swap A Customer’s Personalized Plate To Their 2nd Car? (NOTE; Both Vehicles are in History file) Assuming that both vehicles will remain on file: Need to call up the 1st vehicle that has the desired plate, then:1) Go to Utilities,... Read More
Activant Shopcat Catalog User Guide
Viewed 7882 times since Thu, Sep 6, 2012
The attached document contains instructions for the installation and use of the ShopCAT parts catalog.  Read More
Fix Inaccurate Avg Part Cost
Viewed 7861 times since Thu, Mar 12, 2009
You need to take the item down to ZERO QOH so that it is forced to start calulating Avg Cost all over again.   1. Go to Inventory List screen, enter the part number and click Search.2. With the selected part highlighted, click on Edit to open the... Read More
Manager 5.9 Unable to Open WorldPAC
Viewed 7832 times since Sun, Dec 18, 2011
When your 5.9 shop management program cannot open the WorldPAC parts catalog You may be informed by on-screen dialog box that your account credentials (username/password) are "bad" or unusable. It may be necessary to check a certain setting and... Read More
Winhelp32 (winhlp32.exe) Missing / Training Videos not working
Viewed 7793 times since Mon, Oct 8, 2012
Symptom: Upon trying to access Training Videos for the first time, the error "Failed to launch help" may appear: Versions affected: Windows Vista & Windows 7 Solution: On the Windows Help & Support window that... Read More
Od5browser.exe - .NET framework initialization error: Unable to find a version of the runtime to run this application
Viewed 7692 times since Thu, Aug 9, 2012
Symptoms: When trying to launch Ondemand5.com from Manager using Repair, OEM parts, or M1 button, the following error occurs: "Od5browser.exe - .NET framework initialization error: Unable to find a version of the runtime to run this application"  ... Read More
Odometer In value is required by the system manager. Please enter a value greater than or equal to the Previous Odometer
Viewed 7668 times since Thu, Jul 26, 2012
Symptom: Error when printing "The ‘Odometer In' value is required by the system manager. Please enter a value greater than or equal to the ‘Previous Odometer'.”   Solution:   Go to Shop Data, and then Screen View, change ... Read More
3051 Error - Utilities With Program Open or Read-Only
Viewed 7657 times since Wed, Jun 11, 2008
1. Customer is running Database Utility while the program is still open. Solution: Close mgmt program before running utility.  2. Database Conversion is run on a database file that is set to 'read-only'.Solution: Turn off the ... Read More
Enable Integration to use OnDemand5.com or ShopKey5.com
Viewed 7653 times since Tue, May 26, 2009
Web Integration Instructions Your Management program now includes the option to integrate to OnDemand5.com or ShopKey5.com if you are already a subscriber. During the Quarterly Update (08-2) you will be prompted to install Microsoft Dot Net... Read More
How ManagerPlus Calculates Last Cost / Avg Cost
Viewed 7648 times since Wed, Jun 4, 2008
Buy 20 widgets for $10 each. You now have 20 of those widgets on the shelf, you spent $200.00 for that inventory (# of units) x (last cost paid), or in this case 10x20=$200. The average cost of each of the widget is $10.00. Logically the total... Read More
Access denied to OD5transfer.xml
Viewed 7622 times since Wed, Aug 8, 2012
Symptom: Error:  "Access denied to OD5transfer.xml” when transferring from OD5.com to manager.     Solution:  OD5Transfer.xml has been hidden.  Unhide it to fix issue. It is located in the default program... Read More
Install Customers Marked Non-Tax Report
Viewed 7618 times since Tue, Dec 30, 2008
Installing Customer non-tax reportObjective: adding custom report to software for verification of customers marked non-taxable. Files Required: CustNonTax.rpt User Requirements: Must be able to copy rpt file to appropriate directory (folder) Must... Read More
Change the Order of Line Items on Order Screen
Viewed 7599 times since Fri, Jan 2, 2009
Items transfer to order screen below the highlighted line. If you need to change the order, cut and paste functions allow you to do this; look to the Edit menu for these options. 1. Using your mouse, drag across the item(s) to highlight them... Read More
Gain Additional Business with Stored Recommendations
Viewed 7584 times since Mon, Jul 14, 2008
Many shops report that they can stay busy when they go back to their customer database and send out Recommendations letters. Typically they date-range back 6 months to a year and prompt customers about repair needs identified within that timeframe.... Read More
Mail Merge Instructions
Viewed 7567 times since Thu, May 31, 2012
Instructions for performing a Mail Merge with your shop management database and Word. This allows for customized followup efforts with customer, vehicle and service history information appearing in the letters generated. Please refer to the... Read More
Launching any web integrated button within manager loads a blank page
Viewed 7530 times since Wed, Aug 8, 2012
 Symptom:When attempting to launch any web integrated button within the Manager program, it loads a blank page. The ondemand5.com site is shown in the title bar. There are no year/make/model drop-downs, no tabs. In the lower left corner, the... Read More
Install Revisions Report
Viewed 7527 times since Fri, Aug 13, 2010
This article is about installing a custom report to add a new entry to the Reports menu that allows users to see which customers currently have outstanding Revisions on file. NOTE: The included instructions (Word or pdf versions) MUST be followed... Read More
Restoring Mgmt Training Videos
Viewed 7521 times since Wed, Oct 15, 2008
Q. I want to go back and watch some of the Training Videos, but I get an error message about Data Movie Path?A. If it's been a while, perhaps the videos are in a different location or no longer on the hard drive? it's common to install the... Read More
Personalize Your Letters & Postcards
Viewed 7488 times since Fri, Oct 30, 2009
The shop management software includes Followup Letters & Postcards that shop should take advantage of. This means that the template letters should be adjusted and personalized before sending them out. We encourage shops to create new letters as... Read More
Disable USB Port To Prevent Copying Of Your Database
Viewed 7432 times since Thu, Jun 12, 2008
If a USB Storage Device Is Not Already Installed on the Computer If a USB storage device is not already installed on the computer, assign the user or the group Deny permissions to the following files: • %SystemRoot%\Inf\Usbstor.pnf • ... Read More
Change Vehicle Ownership
Viewed 7408 times since Sat, Oct 31, 2009
Change Ownership function is available to users in the 3 tab file maintenance view. This is accessed by using Utilities menu and selecting Customer or Vehicle screen (depending on which information you're using to find the vehicle).   1. Go to... Read More
NAPA Catalog slow
Viewed 7320 times since Thu, Feb 4, 2010
Problem: Napa catalog is very slowCause: Log file is too largeSolution: Select the text menu item 'Setup', then select 'Diagnostic Reports'.  When the Diagnostic Reports window opens, remove the check marks from all checked boxes... Read More
NAPA: Wrong vehicle definition
Viewed 7292 times since Thu, Jul 24, 2008
When a user is in an RO or Invoice (not estimate), if he navigates into the NAPA catalog, upon return we record the vehicle description used during that last catalog session.  If the user then changes the vehicle description within our software,... Read More
Avast! Anti-Virus Exception
Viewed 7034 times since Tue, Mar 17, 2015
Update: 8/11/2015 - Avast has targeted our program as malware which can effect both 5.9 Manager/Service Writer and OnDemand5/ShopKey5 desktop. After a recent update, your Avast! Anti-virus may render your Manager 5.9 inoperable. If you see the... Read More
How to Write Off Bad Debt
Viewed 6788 times since Fri, Aug 3, 2012
Question: How would you handle/remove a charge account amount for a person that never intends to pay that you want to write off as bad debt?   Answer: To handle this, create a new payment option called Bad Debt (Write Off, etc) and assign it to... Read More
Catalog Configuration: WorldPAC
Viewed 4752 times since Mon, May 19, 2008
Credentials required User: Password: Technical Support: (888) 544-9982     Medium Thin Client Web based catalog, the WorldPac application must be installed on the workstation prior to configuring vendor. Each workstation shares the same... Read More
Shop Mgmt Keyboard Shortcuts (5.9.x)
Viewed 4105 times since Wed, May 23, 2012
Attached is a document (shortcuts.pdf - download link below) that displays all of the keyboard shortcuts per screen in the shop management software. It applies to legacy 5.9.x versions. It is organized by 'Common to Most Screens' followed... Read More
Flagging a RO As Comeback
Viewed 3961 times since Wed, Jun 6, 2012
The Comeback flag is established on the Symptoms screen. It includes a checkbox to establish the linkage between this second RO and the original RO where the problem was believed to be fixed. When the box is checked, a field for entering the ORIGINAL... Read More
Email Balance Due Statements
Viewed 3798 times since Tue, Apr 7, 2009
The pdffactory program can also be used to email Balance Due Statements to customers. The settings are a bit different so follow these steps: 1) Select Balance Due Statements as your document2) Change the output selector to Report to Printer3) Select... Read More
Setup An IAP Vendor For Use With Activant or eStore Button
Viewed 3516 times since Wed, Jun 4, 2008
The customer (shop/installer) must be a registered service dealer on the IAP Administration website for the store’s distributor.  Every store (or warehouse) that is setup on IAP has a unique Internet website (URL) address.    If you know... Read More
How to Export Data (Envelope icon)
Viewed 3395 times since Thu, May 31, 2012
These are instructions to add export data functionality to the Print Preview screen; installation of select files will activate the 'envelope' icon. This allows you to “print” this rendered data to a file format on disk, Excel... Read More
Your network configuration is using UNC which is not supported by Management Systems.
Viewed 3352 times since Wed, Sep 12, 2012
Symptom: Your network configuration is using UNC which is not supported by Management Systems. Product: OnDemand5 Manager/Manager Plus MU, SK5 Service Writer/Management MU.   Solution:  When installing a workstation a drive must be... Read More
Export 5.9 data to Excel 2002/2007
Viewed 3321 times since Thu, May 31, 2012
Use the attached document to export shop mgmt data to Excel spreadsheet file. NEW! We've added a version that covers this procedure when using Excel 2007. NOTE 1: If you're using a ShopKey product, the database options will differ from... Read More
Carquest WebLink2 For Shop Mgmt 5.9 Jan 2012
Viewed 3310 times since Wed, May 23, 2012
Installation and configuration of CARQUEST WebLink2 catalog with the updated 5.9 Management Software.   Software Required: Computer software required for Mitchell and ShopKey 5.9 Version of Management software and Weblink 2 are the following: ... Read More
’Un-Sell’ (Reverse) a Revision
Viewed 3260 times since Wed, Jun 6, 2012
If you have to "un-sell" a job,  just highlight all the line items transferred from the Revision, click on 'Edit' then select 'Cut'. Open a blank Revision and click 'Edit' once more, then select 'Paste' to... Read More
Setup Disposal Fee For Tires
Viewed 3045 times since Wed, May 23, 2012
Let’s look at fees/taxes applied by Fees button or by Attached Parts method, so as to be automatically applied when you sell tires. Some users report having two constant sales considerations that are associated with tire sales; one is the... Read More
Inventory Worksheets + Update Function
Viewed 3032 times since Wed, Jun 6, 2012
Q: Getting ready to do annual inventory; are there reports to use during the actual inventory process? When finished, is there a faster way to update the item QOH (quantity on hand) than using Inventory search screen and opening one record at a time... Read More
Clearing A Late Fee With F5 Batch
Viewed 2806 times since Wed, Jun 6, 2012
There may be occasions where it becomes necessary to remove a previously assessed Late Fee from a customer's balance. This is accomplished in the (F5) Batch Payment window with a Remove Fee button. Here are the steps:1. Go to Utilities menu,... Read More
Shop Management: How to set up Program Security
Viewed 2665 times since Tue, May 22, 2018
There are times where a shop may wish to restrict access to functions that are available within their Shop Management program. Some users may need access to areas of the program that others do not. Program Security is designed to provide a mechanism... Read More
Shop Management: Program Security (List of Protected Areas)
Viewed 2476 times since Wed, Jan 3, 2018
The following is a list of protected areas and their functions in the shop management software: Read More
Creating Storage Fees
Viewed 2447 times since Wed, Aug 13, 2008
The mgmt software includes a Late Fee function but that doesn't fit this particular need of applying now without the wait for Fee Assessment Day. It is possible to use the Part mechanism to build a simple item to add to these orders whenever... Read More
Florida State Reqs: Estimates & Invoices
Viewed 2392 times since Tue, May 22, 2012
Florida Shop Management Users: To comply with the "Florida Department of Agriculture and Consumer Service Division of Consumer Services” all aftermarket shops must configure their software in the following manner. Please Note: Disclaimer text... Read More
User List Name Stores Screen Preferences
Viewed 2370 times since Thu, Jul 30, 2009
To ensure that any changes you make to the column width(s) or display order on the Work-In-Progress or Order screens are saved, make sure that there is at least one name in User List. (If program displays DEFAULT USER in the lower RH corner, your... Read More
Work in Progress Screen Comes Up Slow On Workstations.html
Viewed 2304 times since Thu, Jul 26, 2012
Symptom: User mentions that thier WIP (Work In Progress) screen comes up slow on workstations. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all versions). Solution:   Look at the bottom of the WIP screen.... Read More
Error Code -2 Is Share Setting
Viewed 2269 times since Wed, Jun 11, 2008
The share on the host is set to 'read-only'. To check the share on Windows XP, right-click the host share, click "Sharing and Security". Then make sure "Allow network users to change my files" is checked. Read More
Adjusting Columns On WIP / Order Screens
Viewed 2191 times since Thu, Jul 30, 2009
NOTE: Click on UserList and be sure there is at least one name that these changes can belong to; if Default User is displayed in the lower RH corner, click on Add in UserList to create a new entry. If Default User is selected, the changes will not... Read More
How To Setup Fax for Estimates, Invoices, Revisions, etc
Viewed 2166 times since Sat, Jun 7, 2008
Whatever fax software you install (WinFax, etc) creates an entry in the list of available Windows printers. Go to Setup, Reports/Printers and change the selector bullet to Fax Printer to make your selection: Click OK to save your choice and you&rsquo... Read More
Cust Followup Calling Report
Viewed 2116 times since Fri, Jul 17, 2009
Go to Reports - Followup tab, double click any report entry (FL) to get to Followup tabs. Change selector and set date range as shown with #4. Click Search.The results are listed; click on Print. Select Print Customer List then click Continue.Select... Read More
How To Create/Restore Active Field Highlighting in Mgmt
Viewed 2099 times since Tue, Jan 3, 2012
NOTE: Applies to 5.x shop mgmt systems, not SE 6.x systems.A utility to Set the highlighting color within your software is easily run - the posted programs will set a specific color outline around the active control or dialog box within your... Read More
Creating a Prior Balance For Customer
Viewed 1940 times since Wed, Aug 13, 2008
Shop Mgmt Software requires internally generated Invoices for the bulk of accounting reporting. NOTE: You can click on Options at bottom of Order screen and un-check Shop Supplies and/or HazMat charges. Then they won’t be added in addition to... Read More
Mgm Locks Up After Attempt To Print Letter / Postcard
Viewed 1913 times since Thu, Jun 12, 2008
For Windows XP,     1. Click on Start then select Control Panel.   2. Select Date, Time, Language, and Regional Options and/or Regional and Language Options.   3. The Regional Setting tab should be set to... Read More
Use Part To Handle Fee Or Tax
Viewed 1898 times since Fri, Oct 30, 2009
Here's how to use the part mechanism to handle unusual tax or fee items; Areas highlight below are Category and Account.  These can be set so sales of this fee or tax can be tracked in reports. Clicking on the Tax button in the bottom left will... Read More
Manager Crashes when using drop down selection on Technician
Viewed 1861 times since Thu, Feb 21, 2013
Problem: In the labor item edit window, clicking the down arrow to select a technician crashes Manager without any error.  Versions affected: 5.9.x, 6.4.x Solution: Issue is caused by Comcast Constant Guard software by Xfinity. The program... Read More
Estimator Functionality Lost After Updating Manager?
Viewed 1859 times since Fri, May 23, 2008
Run the registry patch to correct the lost connection from Shop Mgmt to Estimator, click on the file to install, no need to re-install or re-register.   For OnDemand5 Manager\ManagerPlus: http://www.m1faqs.com/fix/OD5%20re-link.exe ... Read More
Grid Colors Lost; All Appear Black
Viewed 1850 times since Wed, Jun 4, 2008
If you have set grid colors and they now appear all black, click on the UserList button on the main toolbar. When the UserList dialog opens, click on the 'Default' button, then click on OK.Click on the WIP button to return to the main... Read More
Why Don’t Report #s Match?
Viewed 1835 times since Sat, Mar 7, 2009
Q. Sometimes I notice that report numbers don't match between different reports. Why is this? A. Typically, the reports include/exclude some factor (taxes, commissions, sublets, etc) that account for these differences. A review of the... Read More
Experts’ Schedule Advice
Viewed 1793 times since Sat, Mar 14, 2009
See how expert shops apply their cleverness to get more out of the Schedule module every day!   UPDATED Nov. 2012 Read More
Shop Mgmt Training + Setup Workbooks
Viewed 1792 times since Wed, May 23, 2012
Direct link to download the Teach yourself tutorial workbook: http://www.mitchell1support.com/docs/mgrteach56a.pdfDirect link to download the 'Putting Manager to Work' workbook: http://www.mitchell1support.com/docs/mgrwork56a.pdf Read More
Finding a customer by first name
Viewed 1782 times since Wed, Aug 8, 2012
Problem: Customer wants to search Management database by first name. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all versions). Solution: The Management program doesn’t have a box for first name, only last... Read More
Nexpart and Wiseconnect require line code option
Viewed 1738 times since Wed, Aug 8, 2012
Problem: The customer is getting the following message when doing a price check in Manager Plus using Nexpart or WiseConnect "Replacement Part Selection" window.     Solution:   Open Manager/Manager Plus     Select Setup    Select Vendor... Read More
No ODBC Data Source / 3031 Error
Viewed 1661 times since Tue, Oct 29, 2013
No ODBC Data Source / 3031 Error   Cause:  This error is caused by severe database corruption (e.g. loss of power, multiple power failures, viruses, wireless network, etc.)   Symptoms include slow performance and receiving errors running normal... Read More
Posted Orders ’Grand Total’ Differs From ’Sales Receipts Summary’ Total
Viewed 1635 times since Wed, Jun 11, 2008
The "Sales Receipts Summary Report" summarizes the totals of two different reports, the "Cash Receipts Report" and the "Posted Orders Report." The totals of the top section (Receipts Summary) should match the totals on the "Cash Receipts... Read More
Add a New Technician (5.9.x)
Viewed 1632 times since Wed, May 23, 2012
To add a new technician to your shop management program, follow these steps.1. Go to the Setup menu, select Technician Setup.2. Click on Add to open the technician setup window.3. Enter the technician's information. Click OK to save.NOTE: Be... Read More
DIFFERENT PDF WRITERS FOR USE WITH MANAGER PROGRAMS
Viewed 1611 times since Thu, Jul 26, 2012
DIFFERENT PDF WRITERS FOR USE WITH MANAGER PROGRAMS. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all versions).   NOTE:Tech Support cannot assist with questions regarding configuring or installing these third-party... Read More
WIZ Scrolling Mouse Fix for WIN 7.0 64 Bit etc.
Viewed 1595 times since Fri, Aug 19, 2011
Try this for Windows 7.0 64 bit with Manager/ManagerPlus 5.9: http://download.cnet.com/WizMouse/3000- ... 07935.htmlUSER COMMENTS: "This software fixes every screen non-scrolling issue I could create in 5.9 or SE and test IF... once downloaded you... Read More
F12 Profit Wheel Does Not Work
Viewed 1565 times since Wed, Mar 31, 2010
Symptom: When user clicks on the Check Profit button from the Order screen or press F12 key, nothing happens. Secondly, during the installation of the Management software they may receive an error saying, "Graph32.ocx failed to self-register or... Read More
“Invalid Database Name" when running DButils
Viewed 1564 times since Tue, Oct 2, 2012
Symptom: When trying to run Database Utility for the Manager program, you receive a "Invalid Database Name” error. Versions affected: Manager/Manager Plus, Shopkey Service Writer/Management (all versions) Solution: The SMCORE32.MDB... Read More
Inventory Merge - Which Part Is Master
Viewed 1563 times since Wed, Jun 11, 2008
The inventory record that was last sold is considered the master record.When we merge two parts with the same part number, the values for the following fields are accumulated into the values in the ‘Master’ record: Total Cost, On Hand, On... Read More
Remove Words From Custom Dictionary
Viewed 1563 times since Fri, Oct 30, 2009
Need to remove some "wrong" words from your custom dictionary so that they are considered misspelled again? Here's how:1. Close down your shop management software first.2. Locate the custom.vtd file in the mdb folder where your shop management... Read More
Reward Your Customer Referrals
Viewed 1562 times since Fri, May 8, 2009
So you’d like to say thanks to a current customer for sending you a new customer with some token of appreciation; how and where do you register this referral activity between these customers? You can do this without generating an order; just... Read More
Not able to use mouse wheel to scroll
Viewed 1558 times since Thu, Jul 26, 2012
Problem: When using a wheel mouse in OnDemand5 Manager the scroll wheel does not work. Version:   On-Demand 5 Manager/Manager Plus SU/MU SK5 Service Writer/Management SU/MU. Solution:   Update 2012: This software no longer works for most customers... Read More
How to Remove License Plate
Viewed 1557 times since Fri, Feb 10, 2012
To remove a license plate from a vehicle record, follow these steps:1. Access the vehicle record on the Vehicle screen.2. With cursor in the License field, use the Delete or Backspace key to remove the plate characters.3. Click on Exit.4. When... Read More
Control or Prevent Charge Sales
Viewed 1542 times since Wed, Aug 13, 2008
When I pay/post an invoice, one of the payment types is “Charge”. I have updated all my payment types in Standard Tables/ Income-Cash Accounts/Cash Accounts and “Charge” is NOT listed. How can I delete Charge as one of the... Read More
Your network configuration is using UNC which is not supported by Management Systems
Viewed 1541 times since Thu, Jul 26, 2012
Symptom: Your network configuration is using UNC which is not supported by Management Systems. Product: OnDemand5 Manager/Manager Plus MU, SK5 Service Writer/Management MU. Solution: When installing a workstation a drive must be mapped to the host... Read More
MyBowser1 has encountered a problem error
Viewed 1534 times since Wed, Aug 8, 2012
  Symptom: Customer gets an error clicking either the Repair or Estimator buttons within the Manager program, while using the web source. Microsoft .NET Framework 2.0 corruption is usually the cause.     Versions Affected: Manager/ManagerPlus,... Read More
Symptoms Text in Word Document
Viewed 1508 times since Tue, Jul 29, 2008
The attached document includes text for the standard set of Symptoms that are included in the mgmt software installation. It is prepared in a table format so that users can copy & paste text to add these entries in a short amount of time.... Read More
Shop Mgmt Installation Quits After Install Type Option Is Selected
Viewed 1499 times since Wed, Jun 11, 2008
If you browse the customer’s computer you should find the following directory:  C:\Program Files\Common Files\Installshield\Professional\Runtime\.  If you see 2 different numbered directories within this... Read More
Create a Reusable NSF Fee Item
Viewed 1498 times since Mon, Feb 23, 2009
Create a "part" to quickly apply an NSF fee item for your trouble. Point the account revenue to NSF and track it accurately. If you want to have an easy repeatable NSF charge mechanism, create a "part" to handle this. Create a part with a simple P... Read More
Tracking CRM Coupons in Mgmt
Viewed 1489 times since Fri, Jan 2, 2009
Not every customer solicited through CRM will present the shop with the coupon(s) sent, but the mailing did it’s job. People may call or drop by asking about their 112,500 mi. service. That doesn’t happen all by itself! If you want to... Read More
Od5browser.exe – fatal error clr error
Viewed 1484 times since Thu, Aug 9, 2012
Symptom: Customer gets the error shown below when clicking the Repair/OEM Parts&Labor/TSB buttons within the Management program, while using the Web source.     Programs affected: Manager/ManagerPlus, Shopkey ServiceWriter/Management (all... Read More
"Cannot Locate Vehicle" - ShopCAT Button Inside Mgmt
Viewed 1479 times since Wed, Jun 11, 2008
If you get this error message when attempting to access SHOPCAT from Manager with a 2006 or newer vehicle, but everything works in SHOPCAT run stand-alone, replace the cas.dat file which is found on the Winners Circle of Support or Supercharge... Read More
OD5Browser quarantined by AVG How to Recover
Viewed 1468 times since Thu, Aug 9, 2012
Symptom:   AVG Anti-Virus (or similar antivirus) marking OD5Browser.exe as a Virus/Malware, then promptly Quarantining or out right deleting the OD5Browser.exe.  This usually manifests in receiving OD5Browser errors when accessing the Ondemand5... Read More
Mgmt: Slow Startup / Catalog Error Msg
Viewed 1457 times since Mon, Jan 12, 2009
Question: When we start up our shop mgmt software, there is a long delay with a Windows hourglass, then a warning message displays that says "Catalog could not be started". Can we change a setting or something to prevent this? We used to have ShopCAT... Read More
Activant Button Cannot Be Turned On By CTRL+ALT+I
Viewed 1455 times since Wed, Jun 11, 2008
June 2008 UPDATE: Version 5.9.5.14 or newer handle this configuration under Setup, Special Maintenance as Toggle Catalog Availability. NOTE: You must be on the front (aka "splash") product screen to access the Special Maintenance functions.Another... Read More
Printing Error: Odometer In Validation Msg By System
Viewed 1443 times since Wed, Jun 25, 2008
NOTE: To restore vehicle history to be completely accurate, we recommend un-posting previous invoices, correcting mileage readings, beginning with the invoice where the mistake occured and working forward. Repost the invoices as they are... Read More
Install 5.x Shop Mgmt Training Videos
Viewed 1438 times since Wed, Nov 18, 2009
If your 5.x shop management program was installed without the training videos developed specifically for the product, you may add them after the fact with your shop management installation CD. Follow these steps:1. Place the shop management... Read More
Print Error 515 Crashes Manager
Viewed 1438 times since Wed, Aug 15, 2012
Symptom: "Print Error 515”, crashes Management program when trying to print.   Affected Products: Manager/Manager Plus, Shopkey Service Writer/Management (all versions).   Solution:     When you receive a "515 error” that looks similar to... Read More
Workstations Lose Connectivity Due to Sleep Mode
Viewed 1281 times since Wed, Aug 15, 2012
Symptoms: Customer reports after a period of inactivity on the Host PC, the workstations seem to lose connectivity. The ‘incorrect software version’ error for OD5 or SK5 desktop might occur, or the Manager program may give a ‘5356... Read More
An Internet operation failed, Code 12007
Viewed 1266 times since Fri, Aug 3, 2012
Symptom: An Internet operation failed. Code 12007. Please try again or contact your parts warehouse. Versions: IAP Solution: The error has nothing to do with the warehouse. IAP is being blocked by a Firewall. In most cases this is caused by... Read More
9000 or 9006 Error Codes
Viewed 1214 times since Fri, Aug 3, 2012
Symptom: 9000 or 9006 Error Codes. Versions: IAP Solution: Usually 9000 communication errors are misspellings in the vendor, store id, username or password. Read More
5.9.x Reports Pack
Viewed 1188 times since Fri, May 10, 2013
The attached file (Nov 2008) includes indexed samples of all reports and documents generated within one of our shop management software programs. Please note that the Inventory reports are only available with program versions that include inventory ... Read More
Recommendations Unable to Be Saved
Viewed 1170 times since Thu, Jul 26, 2012
Symptom: Recommendations on the 'vehicle' screen won't save when adding a 'note' that has a space at the beginning of the sentence. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all... Read More
WIP Screen Goes Blank After 10 mins of Inactivity.html
Viewed 1142 times since Thu, Jul 26, 2012
Symptom: WIP screen goes blank on computer after 10 minutes of inactivity. The only way to get the WIP screen back is to close Management application and restart. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all... Read More
Merge Inventory Master Record
Viewed 1125 times since Thu, Jul 26, 2012
Problem: How to determine which Inventory record will be the Master when using the Merge Inventory option. Versions: OnDemand ManagerPlus SU/MU, SK5 Managerment v5.8.x Solution: The "Last Sold" record and the Stk No fields must be considered when... Read More
OEM PnL Transfer Link Missing
Viewed 1123 times since Wed, Aug 15, 2012
Symptom: When clicking the OEM parts & labor button in the Manager program, using the web source, the transfer link is not visible, therefore can’t transfer back parts and labor information to the program.   Programs affected: Manager... Read More
Mgr Report Date Ranges Won’t Stick
Viewed 1056 times since Wed, Aug 8, 2012
Symptom: Customer tries to set a date range while selecting any report that provides this and then tries printing the report, it locks up the program. Upon re-opening the date keep reverting back to an older previous range.   Versions Affected:... Read More
Vehicle information not passing through from Manager to OnDemand5
Viewed 1053 times since Thu, Jul 26, 2012
VEHICLE INFORMATION NOT PASSING THROUGH FROM MANAGER TO ONDEMAND5.COM Problem: When clicking OEM Parts & Labor or Repair button on Order screen, OnDemand5.com opens to display a white screen with the Exit button, but no other information... Read More
Launching Manager Causes System Clock to Change
Viewed 1021 times since Wed, Aug 8, 2012
Problem: Customer is running Windows 2003 server with 4 XP workstations. All workstations are logged in as administrator but every time you launch the Manager Program, their system clock would roll back to 8 hours behind.   Solution:   The only... Read More
Verifying the Manager Update Has Been Run
Viewed 995 times since Mon, Jan 6, 2014
    In order to verify your Shop Management software is current: Go to the File Menu, then Help. Go down to About Manager/ManagerPlus Verify the date shown. If it is still the 15th, the update has NOT been run. Locate the update disk that was... Read More
Running Quarterly Update on Expired Mgmt Program
Viewed 942 times since Thu, Jul 26, 2012
Symptom: Customer has an expired Management program and they are trying to run their quarterly update; the program is then asking to insert a floppy diskette. Versions Affected: Manager/Manager Plus, Shopkey Service Writer/Management (all... Read More
 
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