Download ALLDATA MANAGE ONLINE Product Setup PDF

TitleALLDATA MANAGE ONLINE Product Setup
LanguageEnglish
File Size2.0 MB
Total Pages23
Document Text Contents
Page 2

2

Table of Contents

User Options Setup page 3


Labor Setup page 8


QuickBooks Setup page 9


Introduction to the Work Screen page 10


Selecting/Adding a Customer page 11


Selecting/Adding a Vehicle page 12


Building a Document page 13


Codes Maintenance page 21

Page 22

22

 Sales Class Codes – These codes will be used to determine
whether sales are separated into classes vs. the default. Example:
You may setup a Labor Sales Class, an Inspection Sales Class, a
Tire Sales Class or any variety that you may use in your shop.

 Account Types – Customer account types are used for generating
reports for work carried out on specific customer categories. To
create a new account type, enter the code and description and
choose the acceptable methods of payment.

 Technicians – Setup shop employees and select which are able to
handle inspections along with check whether quality control is
enabled for a specific employee or not.

 Payment Terms – This allows you to setup specific payment terms
for customers. These will be available in the “Payment Terms” drop
down menu when entering a new customer or editing a customer.

 Advisory Notes – This allows you to setup pre-canned advisory
messages that can be quickly added to a customer’s estimate or
repair order. The system also allows the ability to free-type
advisory notes.

 Work Description – This allows you to setup pre-canned work
descriptions that can be quickly added to a customer’s estimate or
repair order. The system also allows the ability to free-type work
descriptions.

 Symptoms – This allows you to setup pre-canned work descriptions
that can be quickly added to a customer’s estimate or repair order.
The system also allows the ability to free-type symptoms.

 Customer Title – This allows you to setup customer titles such as
Dr., Miss, Mrs., etc.

 Reason Codes – This allows you to setup specific parts return
codes.

 Tax Product Type Codes – This allows you to select which items
are taxable, exempt, not resalable, and refundable.

 Payment Methods – This allows you to configure accepted payment
methods and set a default payment method.

 Account Code – This allows you to setup categories for better
inventory management and reporting.

 Range Codes – This allows you to setup separate range codes for
better inventory management.

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