Getting Started User Guide

Create New – Supplier Stock Order

1. Click on the + link to ‘Supplier Stock Order’ or you could go the Suppliers section and select them and Click the Create Stock Order icon from there.
2. Search and Select the Supplier
3. Enter the Due Date you need the order by
4. Select the products you need to order and how many
5. Process to send the order

Create New – Supplier Invoice

1. Click on the + link to ‘Supplier Invoice’ or you could go the Suppliers section and select them and Click the Invoice icon from there.
2. Search and Select the Supplier
3. Enter the Reference Number (Invoice Number), Post Date (Invoice Date) or you can select the Star option to add outstanding Stock Orders.
4. Search and select Products you received on the invoice, the qtys your received and the total cost you were charged
5. You can add any notes you would like on the invoice lines or for the total invoice.
6. Add any Freight charges (if applicable) and Process to finalise the invoice and add the products into stock.

Create New – Supplier Payment

1. Click on the + link to ‘Supplier Payment’ or you could go the Suppliers section and select them and Click the Payment icon from there.
2. Search and Select the Supplier
3. Enter the Payment Date
4. Select the lookup icon to select the invoice/s you are paying
5. Add any notes if necessary and Process to finalise

Job Centre

The Job Centre shows all Saved (not yet Processed) Customer Invoices, Quotes & Work in Progress.

The general process of customer processing is;

To Create a Booking / Job Card / Invoice

1. Select the Open Invoice in Job Centre
2. Customer Arrives = Print Job Card: Change to ‘Yes’ for Work in Progress and Print Job Card
3. Once the Job has been Finalised/Complete Process Invoice, which will move it from the Job Centre.

Customers

This is where you can search create, invoice and make payments to customer records.

To Create a New Customer

You can create a customer when you are invoicing – see section on ‘Create New – Customer Invoice’ or to create a customer from the customers section;

1. Click on the + to Create New
2. Select the Option as applicable for if the customer is an Individual or a Company
3. Select the Option for if they are a CASH or Account
4. Enter their Details
5. Set their Pricing (see the section on Customer Pricing & Discounts for More Information)

Customer Pricing

You can have set pricing options for customers. This allows you to have default Service Rates for Particular Customers, give them discounts from Retail Price of general products/set a Markup from the cost OR have up to 3 Set Prices for the Product then choose which Set price the customer will get the product at.

For example, I would like to set that my ‘Fleet Co.’ Customer gets Service Rate of $50.00 per hour and a 10% discount off the Retail Price of Products

The result when I am invoicing to this customer will now be;

For more info on Set Prices – See the section on Products

Vehicles

This is where you can search create, invoice and make payments to customer records.

To Create a New Vehicle

You cannot have a Vehicle without a customer, therefore you must first create the Customer which can be done during Invoicing; see section on ‘Create New – Customer Invoice’

OR

If you don’t have an invoice to do follow the section on Creating a New Customer then;

1. In the Customer screen – Find the Customer
2. Click option to Add Vehicle
3. Enter the Vehicle Details
4. Save

Once you have done Invoices for the Customer and their Vehicle – you will be able to see Invoice History

Mechanics

You should add your mechanics into the system so you can record mechanics times against the services they worked on. This is how you can then report on profit made on service lines.

To add in a mechanic;

1. Go to the Mechanics screen and select + to create New
2. Enter you mechanics contact details and cost per hour
3. Save

Check this video out for more information: