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General Point-of-Sale Accounts Receivable Sales Vendor Tracking Inventory Employees Customers Utilities Pricing Configuration StockTrac Enterprise Resources © 2014-2019 Janco International Inc. General Point-of-Sale Accounts Receivable Sales Vendor Tracking Inventory Employees Customers Utilities Pricing Configuration StockTrac v3 Articles Click here to return to StockTrac.com Point of Sale Adding both a Counter Person and Inspector to an Estimate (NEW) Adding a SmartPac to an Estimate (NEW) Applying a Deposit to a Specific Estimate (NEW) Applying a Referral to an Estimate ATD/NTD Tire Integration Calculating and Showing Change Due on an Invoice CARFAX Integration CARFAX Terms and Conditions Carrying Estimates Over to the Next Day Changing a Payment Type on an Invoice (NEW) Committing Parts to an Estimate Customer Rewards Program Overview Defining Additional Estimate Statuses Discounting a Job or an Entire Ticket Discounting a Specific Item on a Ticket Editing Disclaimer Text/Wording (NEW) Emailing an Estimate Emailing an Invoice Entering a Counter Sale Entering a ROA (Received on Account) Invoice Entering a Transfer Invoice Hiding Types and Makes of Vehicles Issuing a Partial Refund Mapping Epicor LaserCat 2.0 to StockTrac® MyFleetCenter Overview Printing Custom Comments on an Estimate/Invoice Printing Item Notes in Point-of-Sale QuickNote® SMS Text Messaging Order Form – US Customers QuickNote® SMS Text Messaging Order Form – Canada Customers QuickNote® SMS Text Messaging Set Up Removing Estimate Locks Reprinting an Invoice Retrieving a Customer by Plate Number Retrieving a Customer by VIN Number Return for Service Labels (Oil Change Stickers) Reversing an Invoice Setting Up a Billing Center Setting Up a SmartPac Setting Up SmartPac Groups SMS Texting Setup (NEW) Taking a Deposit on an Invoice and Applying It Once the Customer Picks Up the Finished Vehicle Tire Registration Plus Integration Vehicle Look Up in StockTrac® Enterprise 3.2 Warranty Issuing and Redemption Q&A: I forgot to put a vendor on a buyout part in Point-of-Sale. Do I need to reverse the invoice? Q&A: Can I Preview Estimates on the Screen Before Printing? Q&A: Will a negative invoice take away from royalty? Accounts Receivable Accounts Receivable Module Overview Deleting an Accounts Receivable Customer or Marking Them as Inactive Emailing Statements to Charge Customers Entering a Credit Memo Entering a Debit Memo MyFleetCenter Overview Printing a List of Transactions (Debit Memos, Credit Memos, Service Charges, etc.) Sales Sales Module Overview Closing Out a Sales Period Defining End of Period Reports Hazmat Fee Reporting Profitability: Definitions Profitability: Preparing to Set Up Profitability Profitability: Sales Goal for Period Formula StockTrac ® ENTERPRISE and QuickBooks Integration Setup Vendor Tracking Vendor Tracking Module Overview Adding a Vendor Creating Vendor Invoices Creating Vendor Statements Inventory Inventory Module Overview Items Menu – Delete Discontinued Parts Items Menu – Move Superceded Histories Items Menu – Batch Input Items Menu – Edit Items Order Menu – Ordering Order Menu – Order Log Order Menu – Print Setup Order Menu – Setup Order Parameters Order Menu – Setup Ordering Profiles Reports Menu – Total Value of Inventory Reports Menu – WorkSheet Reports Menu – Committed Parts Reports Menu – Cross Reference Reports Menu – Cross Reference Labels Reports Menu – Global Reporting in Inventory Reports Menu – Global Batch in Inventory Reports Menu – View/Print Last Global Reports Menu – Setup Global Groups Setup Menu – Categories & Manufacturers Utilities Menu – Vendor Global Updates (feature coming soon) Finding a Part in Inventory Manually Adding a Part to Inventory Physical Inventory Procedure Updating Item Cost from Ordering Employees Employees Module Overview Flat Rate Employees: How Commission is Earned on Billable Hours Making an Employee Inactive Customers Customers Module Overview Combining Customers Customer Rewards Program Emailing Your Customers Exporting Customer Information Merging Customers from Two Shops Searching for New Customers That Came In During a Specific Time Period Setting Up a Charge Customer Setting Up a Tax-Exempt Customer Q&A: Can family members have different street addresses? Utilities Utilities Module Overview Pricing Downloading and Installing Pricing Files (NEW) Configuration Configuration Module Overview Adding Gift Card as a Payment Method Adding Your Logo to the StockTrac ®Adding/Changing a Shop Supply Charge Custom Settings in Configuration Defining the Credit Cards You Accept Email Set Up Enabling Follow Ups in the Customers Module MyFleetCenter Overview Return for Service Labels (Oil Change Stickers) Setting Up a Pre-Defined Discount/Promotion Setting Up Email (NEW) Setting Up Referrals Setting Up Tax-Exempt Profiles StockTrac ® Integrations Using Tax Tables General Backing Up Your StockTrac Data Changing the Accounting Date in StockTrac® Changing to a Different Security Level Getting Started with StockTrac® Enterprise How to Set Up Thinstuff StockTrac ® Integrations StockTrac® Basic Terminology TireTrac Order Form Zebra Printer and Supplies Order Form Zebra Printer Specifications and Pricing Franchise Specific Merlin – Chainwide Spreadsheet Manual Send Midas – StockTrac® to Comdata Process for National Fleet Midas – Changing a Row on the M2 Report Archived Newsletters 2014 Summer (June/July) 2014 May 2014 April 2014 March 2014 February 2014 January 2013 December January 2, 2014 December 28, 2018 Terri Leave a reply or cancel Your email address will not be published. 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