• Vendor Setup (Basic)

    Overview of Vendor basics including setup, search, sorting, sales history. Reference to an advanced video clip that covers Setup Link for parts ordering.

  • Mfg. Line Codes

    Overview of Manufacturers Line Codes maintenance and their role in electronic parts ordering.

  • Symptoms (Edit/Delete)

    Overview of Symptoms tab where entries can be maintained for changes to details or price. These entries can be created on-the-fly in the Oder screen and later editied here as needed.

  • Followup (Letters/Postcards)

    Overview of the Followup maintenance area with a few samples to show output types available.

  • Notes (Add/Edit/Delete)

    Build and store time-saving repeat use messages to customers regarding service details, reminders, promotions, etc.

  • Vendor Type

    Vendor Type labels are used to classify the various types of vendors that shops buy from.

  • Status (Add/Edit/Delete)

    Pre-built Status entries are quick to apply and look consistent; it is also possible to free-form type them or use a combination of the two.

  • Location (Add/Edit/Delete)

    Pre-built Locations entries are quick to apply and look consistent; it is also possible to free-form type them or use a combination of the two.

  • Title (Salutations)

    Overview of Title descriptions (salutations) as applied to customers. (optional)

  • Phone (Field Labels)

    Overview of phone number descriptions; best to make changes before actual phone numbers entry.