• Inventory: Physical Count

    Inventory Transactions – Physical Count allows rapid continuous input of results form physical inventory worksheets or one-off events.

  • Inventory Update

    Overview of the Inventory Update options to make changes to a selected group of parts all at once, instead of editing and saving record changes one at a time.

  • Add Part to Inventory

    Adding a new part record to the Inventory list, setting the selling price and stocking levels.

  • Inventory Overview

    Inventory concepts – Search and Transfer functions from active orders. File maintennace thru Inventory menu access.

  • Mileage Correction

    How to make mileage corrections on previous invoices, including the control of the Enforce Mileage In feature.

  • Change Ownership

    Changing Ownership of vehicles between existing customers, new customers or transfer to the “orphan” file.

  • Marketing – Referral Setup

    Overview of functions available under the Market button on the Customer screen including Referral setup ans associated reports.

  • Update Customer Status

    Quick overview of the option in the Update Account Info option on the Customer screen. This option should be password protected.

  • Customer Screen

    Overview of options available from the Customer screen

  • Customer Data Entry

    Overview of customer entry in the 3 tab file maintenance view or the full 5 tab order view.