Frequently Asked Questions

Q: How do I Back Out an invoice or work order?
A: To back out any of the above you need to open the original document. In the lower right corner the button will be labeled Backout Sale or Backout Workorder. Clicking that button will cancel any finished sale. If there was money taken the system will tell you how much to return to the customer. If it was a charge sale the original sale will be removed from the customer’s account.

Q: Can I print more than one copy of an invoice? If so, How?
A: Yes you can print as many copies of an invoice as you like. To set the amount of copies, go to Admin, then Printer Setup. On the right hand side is the box for invoice print qty. Set your desired amount in that box and click the OK button save and exit.

Q: Can I print more than one copy of a Receipt? If so, How?
A: Yes you can print as many copies of a receipt as you like. To set the amount of copies, go to Admin, then Printer Setup. On the right hand side is the box for receipt print qty. Set your desired amount in that box and click the OK button save and exit.

Q: How do I update a Manufacturers Prices?
A: To update the prices for a Manufacturer, First download and unzip the file from you email then go to the Admin section and select Manufacturers. Find the manufacturer you want to update, double click to open and go to the manufacturer price update tab. Click the Select Price Update File button and navigate to the C:\temp folder. Choose the Manufacturer you want to update and click Open. Next click the Import Mfr Price File to format the file for the program and the click Update Current Prices to update your pricing. Once finished a blue box will appear telling you if it was successful and how many items were updated. *NOTE* The same instructions can be found in the email you receive from us.

Q: Since there is no “End of Day” report, what do I need to do at the end of a workday to see my totals?
A: There are three reports that you need to run to see all of the activity on any given day. All of these reports are run by date range. They are the Register Totals, Sales Activity, and Sales Tax Breakdown. Unless you are trying to find a mistake or need to pay taxes, most of the time you will run the Register Totals to balance the cash drawer. The Register report is under the Admin—Register Controls—View Register. The Sales Activity and Sales Tax Breakdown reports are Reports—Sales/Profit—Sales Activity and Sales Tax Breakdown.

Q: How do I add a note that prints out on all of my invoices and receipts?
A: There is a field for notes that print on all invoices and receipts in the Dealer Information section. Go to Admin then Dealer Information. On the bottom of that screen are three boxes for Invoice, Receipt and Quote notes. Enter your notes in those boxes and be sure to save before you exit that screen.

Q: Is there a quick way to add a part number to an open order without going to the Purchasing Activity?
A: Yes there is. Any time you see a part number, either at POS, on a work order, or in the Inventory Activity screen, you can right click on the part number and you will get an Add to Order Book option. Clicking that opens a small window where you can enter the desired qty to be added to an open order book.

Q: Is there a quick way to open a document by the document number?
A: You can open any document by holding down the control key and pressing the T key. This opens the Go to Transaction window. Type in the number of the document you wish to find and then click the OK button to open the document. This works for Sales Orders, Quotes, Rentals, and Work Orders.