An Audit Trail is simply a detailed log of every financial transaction in your business.
The basic level in the company structure (business hierarchy) - the individual retail store or shop.
A stored description of trouble symptoms frequently mentioned by customers when describing a problem with their vehicle.
Refers to the hierarchy of your Enterprise or Franchise Head Office, your Divisions and your business Locations.
In an Enterprise, business Locations may be organized into Divisions for the purpose of consolidated reporting.
The highest level in a company structure (business hierarchy), that could include multiple Business Locations organized into multiple Divisions.
Expense Categories are used to track expenses consumed internally.
First In First Out - in Protractor refers to the way inventory items are drawn; they are always drawn out oldest first (the oldest items are the first in). This is significant for costing, as prices vary with different purchases.
Protractor tracks two types of inventory; Materials Inventory, and Supplies Inventory. The difference is simple - Materials are sold for profit, while Supplies are consumed by your business.
Internet Protocol Address. A unique numbering sequence that serves as your computer address on the Internet.
An Account Journal is a filtered view of your Audit Trail - filtered to show only those transactions that affect one GL Account
The basic level in the company structure (business hierarchy) - the individual retail store or shop.
A Maintenance Plan is a schedule of the Service packages or Pinpoint Inspections which should be completed at specific time or mileage intervals.
Items sold by your business for profit, such as auto parts.
All the taxes and miscellaneous other charges that various federal, state, provincial, county, and municipal governments require service businesses to collect and remit. Also includes shop supplies charges.
Adobe(r) Portable Document Format files allow Protractor email recipients to view Protractor documents exactly the way they were originally printed in your shop; its very similar to emailing a photocopy of the original document.
A standard list of points to be checked by all technicians when inspecting specific (pinpoint) areas of a service item (vehicle).
In a Business Location, you can use Profit Centers to broadly categorize your sales. A Profit Center may be thought of as a store within a store.
Sales in each Retail-type Profit Center, may be sub-categorized into Sales Departments for reporting purposes. Protractor reports revenue and expenses for Sales Departments by materials only (no labor).
Sales in each Service-type Profit Center may be sub-categorized into Service Categories for reporting purposes. Protractor reports revenue and expenses for Service Categories by labor and materials.
In an auto repair business, service items are the vehicles you repair
All service businesses, especially auto repair businesses, offer a standard list (or menu) of services. Protractor provides tools to author your menu of service offerings. In Protractor, your Menu of Service Offerings includes your Service Packages, Pinpoint Inspections, Common Complaints, and Maintenance Plans.
A pre-defined package or kit of labor descriptions, materials and supplies that form a service that you provide frequently. Service Packages may easily be added to an invoice as a single unit, thereby saving considerable time.
Smart Labels allow you to label a field by selecting it from a pre-defined list of common labels or simply typing in a new label.
Items consumed by your business, and not sold for profit.
Refers to the Service Package, Pinpoint Inspection, Common Complaint, or Maintenance Plan that is defined in the Enterprise (Franchise or Setup) Manager. Templates may be copied or modified for use at each business Location in the Location Manager.
A Trial Balance is the exercise of printing out all the left side and right side totals for each GL Account in the Chart of Accounts and adding them up to prove they are balanced.
User-defined calculations for converting between the units you use to sell an item and the units you use to purchase that item.
A type of inventory item that consists of other material items and labor charges (e.g. a used car or rebuilt auto part).