Section Contents
Customers PAGEREF _Toc271291738 \h 319
Adding a New Sales Invoice 321
Adding a New Warranty Card 321
Customer - Shipping Address Tab 323
Customer - Billing Address/Info Tab 324
Customer - Attachments Tab 328
Customer - Internet Utility Tab 328
Customer - Balance Due Tab 329
Working with Batches of Customers 331
Importing and Exporting Customers 331
Batch Updating Contact Information on Invoices Assigned to a Customer 331
Batch Tax Updates on Customer Accounts 332
Batch Payments by Customer 332
Batch Printing by Customer 332
Vendor - Repair Statistics Tab 339
Vendor - Purchase Statistics Tab 340
Adding a New Inventory Item 341
Adding a New Purchase Order 341
Working with Batches of Vendors 341
Importing and Exporting Vendors 341
Batch Updating Contact Information on Purchase Orders Assigned to a Vendor 342
Replicating a Repair Order 346
Changing a Repair Order Status 346
Repair Order Group Filters 346
Repair Order - Customer Tab 349
Repair Order - Item/Accessories Tab 351
Repair Order - Warranty Tab 352
Repair Order - Problem Tab 353
Repair Order - Estimate/Repair Tab 353
Repair Order - Details Tab 354
Repair Order - Subcontract Tab 356
Repair Order - Invoice Tab 357
Repair Order - Attachments Tab 360
Repair Orders in the Retail SQL and Retail Editions 360
Working with Repair Orders 361
Automatically Identifying Repeat Repairs 361
Approving a Repair Estimate 362
Refusing a Repair Estimate 362
Replicating a Repair Order 362
Recording Exchanges or Replacements 363
Working with Repair Orders On-Line 363
Working with Batches of Repair Orders 363
Batch Printing of Repair Forms 363
Batch Changing of Repair Statuses 363
Batch Approvals and Refusals of Repair Estimates 363
Batch Tax Updates on Repair Orders 364
Batch Payments of Repair Invoices 364
Reporting on Repair Orders 364
Repair Order Listing Reports 364
Repair Order Analysis Reports 364
Adding a New Sales Invoice 365
Sales Invoice Group Filters 366
Sales Invoice - Customer Address Tab 367
Sales Invoice - Billing Address Tab 369
Sales Invoice - Details Tab 369
Sales Invoice - Summary Tab 370
Sales Invoice - Attachments Tab 372
Working with Sales Invoices 372
Printing a Sales Invoice Form 372
Working with Batches of Sales Invoices 372
Batch Printing of Sales Invoice Forms 373
Batch Tax Updates on Sales Invoices 373
Batch Payments of Sales Invoices 373
Reporting on Sales Invoices 373
Sales Invoice Listing Reports 373
Sales Invoice Analysis Reports 373
Credit Note - Customer Address Tab 376
Credit Note - Billing Address Tab 378
Credit Note - Credit Details Tab 378
Credit Note - Credit Summary Tab 379
Credit Note - Attachments Tab 381
Printing a Credit Note Form 381
Working with Batches of Credit Notes 381
Batch Printing of Credit Note Forms 382
Batch Tax Updates on Credit Notes 382
Batch Applying of Credit Notes 382
Credit Note Listing Reports 382
Credit Note Analysis Reports 382
Adding a New Purchase Order 384
Adding a New Purchase Return 384
Viewing a Purchase Order or Purchase Return 384
Editing a Purchase Order or Purchase Return 384
Receiving a Purchase Order 384
Cancelling a Purchase Order 384
Deleting a Purchase Order or Purchase Return 385
Purchase Order Group Filters 385
Purchase Order - Main Area 385
Purchase Order - Vendor Tab 386
Purchase Order - Details Tab 387
Purchase Order - Notes Tab 389
Purchase Order - Attachments Tab 389
Saving a Purchase Order or Purchase Return 389
Working with Purchase Orders 390
Receiving an Entire Purchase Order 390
Re-Opening a Closed Purchase Order 390
Working with Batches of Purchase Orders 390
Reporting on Purchase Orders 390
Purchase Order Listing Reports 390
Purchase Order Analysis Reports 390
Adding a New Inventory Item 392
Manually Picking a Part from Inventory 392
Deleting an Inventory Item 392
Inventory Item - Main Area 393
Inventory Item - Vendors Tab 394
Inventory Item - Models Tab 394
Inventory Item - Stock/Pricing Tab 395
Inventory Item - Notes Tab 396
Inventory Item - Attachments Tab 396
Inventory Item - Statistics Tab 396
Inventory Item - History Tab 397
Working with Inventory Items 398
Manually Picking a Single Inventory Item 398
Picking an Inventory Item to an Open Form 398
Ordering an Inventory Item from a Vendor 398
Returning an Inventory Item to a Vendor 398
Working with Batches of Inventory Items 398
Picking Multiple Inventory Items to an Open Form 398
Ordering All Low-Stock Inventory Items 398
Reporting on the Inventory 398
Inventory Analysis Reports 399
Service Code - Defaults Tab 401
Service Code - Attachments Tab 402
Service Code - Statistics Tab 402
Working with Service Codes 402
Picking a Service Code to an Open Form 402
Adding Custom Detail Line Fields 403
Working with Batches of Service Codes 403
Picking Multiple Service Codes to an Open Form 403
Reporting on Service Codes 403
Service Code Listing Reports 403
Service Code Analysis Reports 403
Package Code - Details Tab 405
Package Code - Summary/Notes Tab 406
Package Code - Attachments Tab 407
Working with Package Codes 407
Picking a Package Code to an Open Form 407
Reporting on Package Codes 407
Package Code Listing Reports 407
Adding a New Warranty Card 408
Warranty Card Group Filters 409
Warranty Card - Customer Tab 410
Warranty Card - Warranty Tab 411
Warranty Card Attachments Tab 412
Working with Warranty Cards 412
Working with Batches of Warranty Cards 412
Reporting on Warranty Cards 413
Warranty Card Listing Reports 413
Warranty Card Analysis Reports 413
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