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Correcting Duplicate Customers / Vehicles
Viewed 30329 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
Create a User in SE
Viewed 18878 times since Wed, May 23, 2012
Video is followed by text version: https://www.youtube.com/watch?v=XvMdMLK_pmU Screen preferences (column locations + width) are stored to a User name. Whether users migrate from legacy 5.9.x software or start with SE 6.x as a new program, it is... Read More
Correcting Previous Mileage Errors
Viewed 18857 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 SE v7.x Scheduler Config / User Guide
Viewed 14566 times since Mon, Oct 12, 2015
>>>> Click here to view SE Schedule Configuration / User Guide <<< Manager SE Scheduling Tutorial - below document ’Calendarv2.pdf’ details setting up and using the new Scheduler to be released with version 7... Read More
Shop Management: How to Recover Deleted Customers
Viewed 4633 times since Wed, Jan 10, 2018
Note: This process only recovers the Customer information. Click on Configurations > Special Maintenance > Recover Deleted Customers. Search for the deleted customer via Last name, First name, Company, Phone #, or Membership #. Select... Read More
How to use Honda-Acura catalog with Teamworks SE
Viewed 1626 times since Thu, Jan 7, 2021
Unless you’ve already registered with Honda-Acura through this portal before, you must register (even if you have another online account with them). If your local Honda-Acura OE dealer is not listed, please contact them and request they enroll... Read More
Adding Shop Logo to EST/RO/INV 6.x SE
Viewed 32814 times since Tue, May 22, 2012
Setting Up a Shop Logo for Reports Your Shop Management system (version 6.0 and greater) is able to display your custom logo on printed reports. To set this up you will need to take the following steps: First, you'll need to create a logo in a... Read More
Shop Management: Email setup
Viewed 30692 times since Wed, Mar 27, 2013
Question How can we email estimates, repair orders, or invoices from the Shop Management software? Answer Install and configure an email client software on your computer with your email account. We recommend Mozilla Thunderbird or Microsoft... Read More
SE Reports Pack (Samples)
Viewed 18306 times since Fri, Aug 9, 2013
The attached PDF document includes 2013 samples of all printed output. This includes EST, RO, INV, Counter Sale, Technician Worksheet templates as well as all of the reports found under the Client, Management Accounting, Followup and Inventory tabs.... Read More
Printing Issues After Windows Update (October 3, 2019)
Viewed 17762 times since Fri, Oct 4, 2019
Symptoms A recent Microsoft Windows Update is causing printing issues in the Shop Management program. The update appears to be causing the Windows Print Spooler to crash. The update is affecting both Windows 8 & 10 operating systems. More... Read More
User Guide / Directions / Manual
Viewed 13329 times since Thu, Oct 4, 2012
Been paying for this for months ,what good is it if you have no idea how to use? John, Thank you for contacting us! If you‘ve never used our software before, it is recommended to view our Manager Training Videos to learn everything from basic... Read More
How to Enable a Catalog and Link a Vendor in Manager
Viewed 12757 times since Fri, Sep 11, 2015
How to Enable a Catalog and Link a Vendor in Manager For a video on how to set up your Vendor settings, click here. Step 1: Turning the catalog on Navigate to Configurations (SE) or Setup (5.9) along the top of the program. Next go to... Read More
Late Fee Calculation - Annual Percentage Rate (APR)
Viewed 12683 times since Fri, Sep 2, 2016
How Late Fees are assessed: When the Late Fees Assessment is run, all of the information pertaining to customers, and their overdue balances is displayed. The entries listed in black fit within the 30-90 day window for assessing fees. Any names shown... Read More
How Do I Add/Edit Payment Types? SE
Viewed 12639 times since Wed, Jun 6, 2012
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
Shop Management Software and Carfax
Viewed 11867 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
Creating A Manual Purchase Order
Viewed 10835 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
Figuring Shop Overhead
Viewed 10502 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
Manager SE 6.x Export Data (MM) Updated to replace Excel
Viewed 10054 times since Wed, Jun 13, 2012
Under Reports / Followup tab, select *MM - Create Data Export File by double-clicking on it. Select your search criteria based on service date, category, vehicle make, zip code, recommendations, inspections and more, click on Search and then click... Read More
Add a New Service Writer in version SE 6.x
Viewed 9960 times since Tue, May 22, 2012
To add a new service writer to your shop management program, follow these steps.1. Go to the Configurations menu, select Technician Setup.2. Click on Add to open the technician setup window. 3. Enter the technician's information. Click OK to... Read More
Shop Mgmt Keyboard Shortcuts SE 6.x
Viewed 9822 times since Tue, May 22, 2012
Attached is a document (shortcuts_se.pdf - download link below) that displays all of the keyboard shortcuts per screen in the shop management software. It applies to the newer 6.x SE versions. It is organized by 'Common to Most Screens'... Read More
Change Ownership
Viewed 9453 times since Fri, Jan 16, 2015
How to Change Ownership. A text transcription of the video instructions follows: When necessary, it is possible to change the ownership of a vehicle in your database and still keep its repair history intact. It may be a case of your customer selling... Read More
Shop Management: How to Restore a Local Database Backup
Viewed 9441 times since Mon, Jul 16, 2012
The following are instructions on how to restore a local database backup (.bak or .zip files) into the Shop Management program for version 6.x or higher. It is highly recommended that a backup is created prior to restoring a local backup as the... Read More
Manager SE "You do not have an active license" Message
Viewed 9413 times since Wed, Sep 9, 2015
To activate your license please follow these steps: 1. Go to “Help” along the top of Manager SE > “Activate Products.” 2. Confirm or Enter Your Account Number by Clicking the Edit button next to Account Number area: Note: ... Read More
How To Add New Referral Type
Viewed 9273 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
Setup for Gmail or Yahoo Email Accounts For Use With SE Shop Mgmt.
Viewed 9230 times since Tue, Aug 5, 2014
You can set up Windows Live mail to work with GMAIL, YAHOO and many others - which then allows a user to email from ManagerSetting up Yahoo Mail in Windows Live MailLaunch Windows Live Mail.Click Add e-mail account.Enter the following information:E... Read More
SE DEFAULT PRINTER NOT STICKING IN WINDOWS 10
Viewed 8843 times since Thu, Dec 29, 2016
Symptom: Customers are reporting that the printer is switching without notice in windows 10. This applies to Propack users in particular because of the Windows setting in the screen shot below. Turning the “Let Windows manage my default printer... Read More
Manager SE: Florida Sales Tax Calculation
Viewed 8419 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 8304 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
Manager SE: ProSpect User Guide
Viewed 8175 times since Tue, Dec 4, 2018
See attachments below for following documents: ProSpect User Guide (updated May 2020) ProSpect Quick Start Guide (updated May 2020) ProSpect is available for Manager SE version 8.0 or higher. Note: if the attached documents do not match the... Read More
Search By First Name
Viewed 8166 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
Firstcall Online (FCO) No internet Connection - Catalog Communication Error
Viewed 8124 times since Tue, Sep 1, 2015
Symptom: Customer reports receiving the following error when attempting to run a Parts Ordering - Price Check using First Call Online: No Internet connection, or remote server failed to respond. Cause: The most common cause for this failure is... Read More
Shop Management: Special Order
Viewed 8011 times since Tue, Feb 6, 2018
Sometimes specific work within a repair order get completed at different times and information like tech hours and commission totals must be calculated. Using Special Order is a great way to extend and separate work from a repair order. Since... Read More
SE Using Print Preview Export Option
Viewed 7988 times since Wed, May 23, 2012
This article explains how to use the Export Report option visible on the print preview with any selected document or report. If you prefer to use filters to build your own custom export data file look at this entry: https://mitchell1.com... Read More
SE Bad Line Items Fix
Viewed 7927 times since Tue, Jul 17, 2012
Symptom: Unable to open records from the Work in Progress (WIP) in Manager SE. Versions Affected: 6.x Problem: When trying to open a record, the error "An unknown error of type System.InvalidOperationException has occurred. Unable to determine the... Read More
Fix Inaccurate Avg Part Cost
Viewed 7868 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
Prior Release Details
Viewed 7846 times since Fri, Nov 20, 2015
V 6.5.52 Improved Purchase Orders Screen Loading hundreds or thousands of P.O.s now takes seconds compared to minutes Can now select multiple P.O.s and delete as many as are selected 'Delete' Button can be configured as a security... Read More
When running a report: String or Binary data would be truncated. The statement has been terminated.
Viewed 7820 times since Thu, Jul 10, 2014
Symptom: When running any financial report (such as Revenue by GL Code or Business Summary) the following error occurs: Error Title: String or Binary data would be truncated. The statement has been terminated Solution: Shorten the... Read More
Odometer In value is required by the system manager. Please enter a value greater than or equal to the Previous Odometer
Viewed 7676 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
Tracking eCRM Coupons in Mgmt SE
Viewed 7580 times since Wed, Jun 6, 2012
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
How to Write Off Bad Debt
Viewed 6790 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
SE Recommended Local Backup Instructions
Viewed 5709 times since Wed, Jan 14, 2015
Insert USB drive in computer and determine which drive letter has been assigned to that device. Note: Local database backups can only be performed on the Host\Main PC. To determine which Drive letter has been assigned to the USB drive open My... Read More
Export Data from Manager SE Followup Reports to .CSV format
Viewed 4136 times since Tue, Jul 17, 2012
Manager SE: Steps to Filter Your Own Data for Custom Export File 1. Click on the Reports icon to open the report selection screen. 2. Change the ‘Report to’ output selector to ‘Screen’ as needed. 3. Double-click on *MM –... Read More
Flagging a RO As Comeback
Viewed 3966 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
Manager SE: Lube Sticker Printer User Guide
Viewed 3778 times since Tue, Oct 30, 2018
Lube Sticker Printer is available for Manager SE version 7.5.x or higher. For the Lube Sticker Printer User Guide, see attachment below. Read More
ProSpect User FAQ
Viewed 3455 times since Wed, Dec 19, 2018
ProSpect User Frequently Asked Questions See the ProSpect User Guide for detailed instructions on how to set up and use ProSpect. What does ProSpect bring to Manager SE? ProSpect brings mobility to Manager SE by providing tablet and phone... Read More
How to Add Exceptions to AVG Anti-virus
Viewed 3323 times since Tue, Aug 9, 2016
We have found the AVG antivirus program blocks many features of our Manager SE application including updates to the client/workstation computers. Below are general instructions to exclude our software from AVG virus scans and instructions on how... 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
Shop Management: How to Set Up FirstCall Online Parts Catalog
Viewed 3121 times since Mon, Jul 8, 2019
How to Set Up FirstCall Online Parts Catalog Step 1: Navigate to Configurations menu along the top of the program. Select Special Maintenance (you must be on the SE program “splash” HOMESCREEN in order for full Special Maintenance menu to... Read More
Inventory Worksheets + Update Function
Viewed 3037 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
SE Using Custom Data Export Option
Viewed 2969 times since Wed, May 23, 2012
The attached documentation explains how to export data from the SQL database to Microsoft Excel. NOTE:Tech Support cannot assist with questions regarding configuring or installing these third-party programs; it is up to the user to possess the... Read More
How to Remove License Plate SE
Viewed 2872 times since Wed, Jun 6, 2012
NOTE: For SE version, the Mfg Date must not be blank or 00/00/0000. Enter a valid date and the process works. To remove a license plate from a vehicle record, follow these steps: 1. Access the vehicle record on the Vehicle screen. 2. With... Read More
Clearing A Late Fee With F5 Batch
Viewed 2810 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
Add a New Technician in version SE 6.x
Viewed 2728 times since Tue, May 22, 2012
To add a new technician to your shop management program, follow these steps.1. Go to the Configurations menu, select Technician Setup.2. Click on Add to open the technician setup window.3. Enter the technician's information. Click OK to save. ... 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
Use Part To Handle Fee Or Tax SE
Viewed 2570 times since Wed, Jun 6, 2012
Here's how to use the part mechanism to handle unusual tax or fee items; Fields highlighted are category and account. These can be set to use reports to track sale of these fees: Part item taxation window. From here, you can edit whether... 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
Florida State Reqs: Estimates & Invoices
Viewed 2393 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 2371 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
Shop Management crashes after sending email with Microsoft Outlook
Viewed 2321 times since Fri, Jun 8, 2018
Symptom The following are symptoms after attempting to send an email using the Shop Management program: The Shop Management program crashes or freezes shortly after sending or closing an Outlook email. Ability to send an email once, but then receive... Read More
Handling Changes to MI Part Core Tax on Manager SE Estimate/R.O./Invoice
Viewed 2191 times since Tue, Mar 28, 2017
Summary: In Michigan parts are taxable, however a change in 2017 Michigan law mandates taxes no longer be collected on cores. However the core activity must still be recorded on the final invoice as TWO LINES, <core> AND <core return>... Read More
QuickBooks Integrator 2.0 Frequently Asked Questions- QBI 2.0 FAQs
Viewed 2080 times since Wed, May 13, 2015
QuickBooks Integrator (QBI) Frequently Asked Questions Why is it mandatory to create a New QuickBooks company file at initial install of QBI? It allows the QBI Specialist to select the preferences during the setup interview that work best... Read More
Shop Management: Back Ordered, Partially Received, and Cancelled Parts
Viewed 2021 times since Mon, Aug 13, 2018
When ordering multiples of a single part, you can receive or cancel a portion of the order total. P.O.s can be used to track the status of individual parts that are on order. Items can be placed on back order, partial totals can be received, or... Read More
How To Launch SE Demo Mode
Viewed 1938 times since Wed, May 22, 2013
The attached document will explain how to toggle into Demo Mode: Quick version: From Home (splash) screen, click Configurations - Special Maintenance menu, then select Toggle Demo Mode. Click OK and re-start SE; it will open as Demo... Read More
Record Lock
Viewed 1892 times since Fri, Jun 20, 2014
IF THE TECH HAS INVOICE OPEN, SERVICE WRITER CAN NOT MAKE CHANGES TO THAT INVOICE. THE MESSAGE STATES “ THE RECORD IS CURRENTLY LOCKED FOR EDITING BY ANOTHER USER YOU WILL NOT BE ABLE TO MAKE CHANGES TO THIS RECORD UNTILL IT’S RELEASED BY... Read More
Manager Crashes when using drop down selection on Technician
Viewed 1863 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
Shop Management: How to Lock a Specific Markup Value for Multiple Parts in Inventory
Viewed 1854 times since Fri, May 15, 2015
This is a process to lock-in specific markup settings on certain parts in your inventory. This should only be done in cases where you do not want the Markup Matrix to apply to a specific set of inventory parts and wish to set a price on multiple... Read More
Shop Management: Enabling Taxes on Purchase Orders (Canadian Customers)
Viewed 1673 times since Thu, Feb 21, 2019
In versions 8.0.3 and higher shop owners can set taxes on Purchase Orders (P.O.s). To retain the setting, the tax rate must be set on a manually created Purchase Order. If it is done on a Purchase Order generated through an electronic parts catalog... Read More
How To Search Purchase Orders
Viewed 1659 times since Wed, Jun 6, 2012
Click on Inventory menu and then select Purchase Orders; use Search on Purchase Orders by Vendor, Part #, date range, etc. For Shop Management v5.9: click -> For Shop Management 6.5 SE: click -> Or click "Inventory" and then click ... Read More
SE Reports Strategy
Viewed 1645 times since Tue, Oct 4, 2016
This article (and the attached PDF file) is intended as a general conversation about the value of reports generated inside Manager SE or ShopKey Management SE programs. it explains terms used on reports and suggests that shops build a strategy around... Read More
Shop Management SE Mail Merge
Viewed 1615 times since Tue, Jul 2, 2013
The attached document shows the step-by-step process to generate a file within Manager SE 6.x to be used during a Mail Merge process. Word 2010 is used throughout this example. A brief overview of the steps for Mail Merge on the Word side are also... Read More
Shop Management: Purchase Order Taxes for Canceled or Unreceived Parts (Canadian Customers)
Viewed 1612 times since Tue, Mar 5, 2019
This article is intended for Shop Management program users in Canadian provinces with more than one tax value. The Shop Management program provides accurate tax data when Purchase Order (P.O.) parts received matches P.O. parts ordered. The following... Read More
Exception When Trying to Confirm Parts Using Order Options
Viewed 1596 times since Thu, Apr 23, 2015
Version Affected: 6.6.X / 7.0.X Symptom: Customer may receive the following error if attempting to Confirm All Parts from Order Options: Error: An unknown error of type System.Data.RowNotInTableException has occurred. This row has been removed from... Read More
Spell Check In SE
Viewed 1529 times since Tue, Aug 14, 2012
How to change\remove Spellcheck Items in SE Custom.VTD is the file that stores the custom words when using F2 from certain areas in Manager SE. This file may show up in several locations, but these are the correct location. Windows7: ... Read More
Error Attempting to Add a New Technician
Viewed 1304 times since Fri, Feb 6, 2015
Symptom: Attempting to create a new entry in Technician Setup gives an error similar to the following: Error: An unknown error of type System.InvalidOperationException has occurred. ExecuteReader requires the command to have a transaction when the... Read More
Wrong Vehicle Displays in Catalog
Viewed 1255 times since Tue, Oct 21, 2014
Symptom: Vehicle loaded into parts catalog does not match vehicle sent from Manager SE. Solution: Vehicle needs to be re-qualified. 1. Save VIN if used. Manually change vehicle’s Year Make and Model using drop down menus to a... Read More
How to Enter Vendor Invoice # Once in P.O. Worksheet to Show in Each Part Ordered for Warranty Later
Viewed 921 times since Wed, May 20, 2020
How to Enter Vendor Invoice # Once in P.O. Worksheet to Show in Each Part Ordered for Warranty Later When vendors need to warranty a part, they will ask for their invoice # as the record of when it was purchased. It can be a tedious exercise to copy... Read More
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