Report Configuration |
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How to Get ThereFrom Processing - Choose the Control Menu > Report Configuration from the Menu Bar.
End of Day ReportYou should Check ALL of the boxes in this Group Except Always make RTF copy of End ofDay Report and Always Print End of Day - No Preview. Then as you do your end of days, you can then decidewhich reports you need or not need.Always Print End of Day - No PreviewThis will Complete the End of Day with NO questions on whether to Preview or not and will also allow you toselect a default sort order for Invoice Printout. End of Day will be a Click It and Leave it.Always Make PDF Copy of End of Day ReportMakesPDF formatted file to open and Reprint.Be sure to occasionally clean out the files located in the folder you decide to savethe PDF's in.These backup files will use quite a bit of disk space and should be removedevery month.Other Report PDFs should be StoredWhen Printing Work Orders-Invoices-Auth Forms and other Reports.The PDF's will be stored in this location.Default CopiesDefault Work Order CopiesEnter the number of copies to print when printing Invoice/RO's. You can change this at runtimeDefault Authorization Form CopiesEnter the number of copies to print when printing Authorization Forms. You can change this at runtimeDefault Invoice CopiesUse the spin boxes to set the number of copies to Printed.Repair Order/Invoice Print ConfigurationThis determines how you want your invoices to be printed. Parts and Labor printed in line number order,or separated on different parts of the invoices. You can also set which type you want printed first.Base Tech Sales Report On:When End of Day is Process - Date Invoice Paid in Point of Sale - Work Order Marked Done - Job CompletedNOTE: Do not use Job Completed unless you are logging in and out of Individual Labor JobsWork Orders - Invoices - Auth FormsDo not show labor time on RO/InvoiceThis option will not show the time on the invoice, just the total amount for each labor itemDo not show Price / Rate on RO/InvoiceThis option will not show the Price / Rate on the invoice, just the total amount for each labor itemDo not show New/Used/Rebuilt on invoiceIf checked, will not show whether part is new/used/rebuilt on invoiceDo not show Item Code on invoiceTurns Off Item Code DisplayDo Not Show Customer Signature BoxDetermines whether a customer signature area will be printed on the Invoice and Authorization form.Do Not show Customer wants old partsDetermines whether a customer Wants Old Parts will appear on the Invoice and Authorization formEnable Normal and Discount Prices on InvoiceIf customer is given a discount price level greater than 1, or the Price entered is less than Price Level 1,the Normal Price, along with his discounted price will be shown on the Invoice. If you uncheck this buttononly the price will appear.Print Service Checks Offs when printing WO/Invoice - Allows checking of items such as Battery - Tires - Coolant etc.These check offs will appear on the final work order. They are display on the Detail TAB of theWork Order, allowing you to check off what has been serviced. When Printing vehicle work sheetthe check offs will appear on the work sheet.You will also see a Check offs Tab appear on the work order update window.Use Employee RO cost on Work OrdersChecked - Uses amount entered in Employee Record as a cost for Labor Items on Work OrdersUnChecked - Does not use any cost for labor items on a Work OrderRO Cost is set up in each Employee Record.Print Customer First Name Last NameChange the Default way customer names are printed on the Invoice and Authorization forms. The Default isLast Name, First NameAuto Print Needs when Paying Out Work OrderAny needs that have been noted for the vehicle will be printed out automatically when customer pays RO.
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