Location Training Tours

This page is a list of all the tours found throughout the help system broken down into sections. It should serve those who prefer a visual tour of the software.

 

Visit the Webinars page for in-depth coverage of select Shop Manager features.

 

YouTube Channel

Visit our YouTube Channel for a full list of all of our instructional videos and play lists.

 

NOTE: Some training tours may be blocked in some browsers as they are in Flash format. Clicking on the security warning in the browser address bar will provide you the necessary options to allow the content to display. We are working towards updating all the tours to HTML5 format.

 

User Interface

Application Button

Login

User Interface

New Support Phone Number

Spell Check

Setup

String Search

Profit Centers

Service Categories

Margin Thresholds

Margin Matrix Creation

Margin Matrix Setup

Catalog Labor Matrix

Pricing Profiles Labor

Pricing Profiles Materials

Pricing Profiles Tips

Labor Rate

Labor Rate Matrix

Employee Detail

Other Charges

Other Charge Groups

Purchase Settings

Tags

Catalog Settings

Location Settings - Work Order Defaults

Print Document

Print Document Variations

Messaging Setup

Text Messaging Setup

Work Order Setup Overview

Concerns

Inspections & Inspection Results

Inspection Update

Service Packages

Work Order Templates

Work Order Template in Contact

Color Categories

Work Order Flags

Work Order Disclaimers

Web Online Order

Ad Hoc (Contact) Texting

Quick Reply Messaging

Messaging Copy/Paste

 

 

Contacts & Security

Customer Contacts

Sending to Multiple Emails

Work Order Template in Contact

Vehicle & Service Items

Supplier Contacts

Employee Contacts

Employee &  Security Refinements

Contact Features

Security

Contact Categories

Contact Attributes

Contact Marketing Source

Duplicate Plate VIN

Deny Contact Service Item Permissions

 

Internal Messaging and Text Messaging

Messaging Setup

Messaging Alerts

Quick Reply Messaging

Messaging Copy Paste

Texting Set Up

Texting from Work Order

Ad Hoc ( Contact ) Texting

 

Inventory

Inventory Part 1 Setup

Inventory Part 2 Batch Update

Inventory Price Levels

Unit Conversions

Inventory Attribute

Inventory Note

Inventory Alternate Part Number

Inventory Reorder

Inventory Manual Recount

Inventory Import

Inventory Import with Alternate Part Number

Batch Update Alternate Part Number

Batch Update Inventory Recounts

Fix Double Entered Inventory Using Recounts

Fix Double Entered Inventory Using Returns

FIFO First In First Out 

Tire Trade In

 

Work Orders

Work Flow Management

Work In Progress

Prioritization Overview

Holdover Update

Prioritization Technicians

Prioritization Resources

Manage Parts

Scheduler

Scheduler Enhancements

Estimates

Counter Sales

Resource Appointments

Scheduler Template

 

Work Orders

New Work Tour

Work Order Quick Ticket

Future Work

Work Order Template in Contact

Work Order Deposits

 

Work Orders Catalog Lookup

Catalog Lookup Settings

Using WHI Catalog

PartsTech

WORLDPAC speedDIAL

No Parts Found

 

Work Orders Features

Multiple Work Order Write Up

Work Order Flyout

New Work Order Flyout

 Service Intervals

 Deferred Work

 Remedy Deferred Work

Deferred Work Search

Deferred Work Update

Review Service Packages

Work Order Collapse & Move

Batch Add Materials

Purchase Order for Work Order in the Purchases

Advanced Supplier Invoice Receiving

Sublet

Authorizations

Contact Work Orders

Work Order Reassign

Contact Purchase Orders

Other Charge & Tax Adjustment

Create Template

Text Messaging

Text-to-Pay

Invoice Editing

Batch Print Multiple Invoices

Technician View

CARFAX

Copy Paste Service or Text

History Search

Authorization Prioritization

Move Return Item to Work Order

Moving Deposit Release to AR

Work Orders Edits

Work Order - Cores

Work Order - Receive & Return Parts

Work Order - Shipping Freight

 

 

Work Orders Discounts

Discounts Using Contact, Vehicle and Line Item

Discounts Using Service Package and Service Category

Discounts Using Other Charge

 

Work Orders Credits

Credits - General

Credits - Selected Lines

Credits - Invoice Reversal

Credits - Split Material or Labor Lines

 

Whole Goods

Whole Goods Setup

Whole Goods Vehicle Repair

Whole Goods Rebuild

Whole Goods Kits

Whole Goods Advanced Tips

Used Vehicle Sales

Used Vehicle Trade-In

 

Time Clock

Time Clock Setup

Time Clock Events

Time Clock Actions

Time Clock Technician View

Time Clock Records

 

Utilities

Catalog

Inventory in Utilities

Online Purchase

Part Search

Cash Paid Out

Negative Cash Paid Out

Payable Quick Payment

Receivable Quick Payment

Deleted Item Recovery

 

Favorites

Favorites

 

Purchases & Returns

Bills

Post & Pay a Bill

Negative Bill

Purchase Orders

 Back Order on a Purchase Order

Supplier Invoices

Post & Pay Supplier Invoices

Post Supplier Invoice in Work Order

Batch Posting Supplier Invoices

Undo Posting

Items to be Returned

Return Item to Inventory Default Price

Returned Item Credit Slips

Fix Double Entered Inventory Using Recounts

Fix Double Entered Inventory Using Returns

 

Warranty

Warranty Vendor

Warranty Pending Claims

Warranty Claims

Warranty Types

In-house / Internal Warranty

 

Financial

Payment Methods

Payment Method Manual Credit Card Capture

Bank Account & Credit Card Accounts Set Up

Cash Drawer Deposit

Cash Drawer Deposit - Change MOP to Receivable Account

 Cash Drawer Split Payment

Bank Account

Credit Card Account

Print Checks

Financial Reports

NSF Check

 

Accounting

Accounting Terms

Negative Cash Paid Out

Accounting Clean Up Preparation

Accounting Clean Up Pt. 1

Accounting Clean Up Pt. 2

Accounting Clean Up Pt. 3

Payable

Payable Setup

Payable Association

Payable Management

Payable Adjustments

Payable Reports

Contra Payments

Contra Credit Payments

 

Receivable

Receivable Setup

Receivable Association

Receivable Management

Receivable Statements

Receivable Reports

Change Payment Method for Receivable Payment

Gift Certificates

Discounted Receivable Payment

Contra Payments

Contra Credit Payments

 

Taxes

Canadian Tax Remittance

US Tax Remittance

Add a New Tax

General Ledger Accounts for Taxes

Tax Reports

 

Payroll

Payroll Setup

Payroll Profile

Payroll Entry

Payroll Advance

Search Payroll Entry

Payroll Liabilities

Payroll Accrued Vacation

General Ledger Accounts for Payroll

Payroll Reports

Payroll Advance Reporting

 

General Ledger

General Ledger Setup Features

General Ledger Overview

General Ledger Transactions

General Ledger Reports

 

Opening Balance

Opening Balance Overview

Receivable Opening Balance

Payable Opening Balance

Cash Drawer Opening Balance

Bank Opening Balance

Credit Card Opening Balance

USA Tax Opening Balance

Canada Tax Opening Balance

Payroll Liabilities Opening Balance

Payroll Advance Opening Balances

Opening Balance Document

 

Report

Report

Reminder Report

 

Integration

Accounting Link Overview