Getting Started - TireMaster 7.2.0

Transcription

1 Getting Started - TireMaster This document includes information about program changes and instructions for settings you need to complete to use TireMaster If you have questions about this release or need help completing the various settings, call TireMaster Support at Printing This Information Print this document. You need to refer to the instructions in it while registering, validating, and performing various settings. To print these instructions 1. From the File menu in Microsoft Word or WordPad, select Print. The Print screen appears. 2. Click OK or Print. For New Users If you are a new user who just installed TireMaster for the first time, refer to the following sections: Registering the Program on page 8 Validating TireMaster on page 9 For Existing Users If you are an existing user who just updated to TireMaster 7.2.0, refer to the following sections: Notice for Custom Report Users on page 1 New Features on page 2 Program Changes on page 4 Registering the Program on page 8 Validating TireMaster on page 9 Setting Up New Features on page 9 Notice for Custom Report Users If you run any custom reports provided by ASA, you need to obtain new installers for those reports and reinstall them. Understandably, performing this task is an inconvenience. The benefit is that it will ensure your custom reports are compatible with the security enhancements in this release. If you want to continue using your custom reports, send us a copy of each of your.rpt files so we can build new installers for you. To make arrangements for sending us your.rpt files, call TireMaster Support at Copyright 2006 by ASA International, Ltd. All Rights Reserved No part of this document may be reproduced by any means written, graphic, electronic or otherwise without the written permission of ASA. ASA assumes no responsibility for any error or omissions occurring in this documentation. Program and documentation updates are subject to change without notice. ASA is a trademark of ASA International, Ltd. All other company and product names are trademarks or registered trademarks of their respective owners. TireMaster Revised 5/10/ R1.0

2 New Features This section describes new features added to TireMaster in version User Setup Enhancements The user setup area of the program has been revamped to improve security and make setting up and maintaining user accounts more manageable: User accounts for former employees can be made inactive. You can also display the names of only active employees on the User List. You can now search for employee names on the User List. In Enterprise systems, the User List for a site can display only the names of the users who are allowed to log in at that site. Users are now assigned to one or more security groups such as accountants and sales. You can indicate which program areas users are allowed to access by assigning permissions to the security groups. Previously, permissions were assigned to individual users. Note: In some instances, employees might not be assigned to any security groups. Reports are assigned to security groups. A user is allowed to print only those reports that are assigned to his or her security group. Action Required: After updating, set up your security groups. Otherwise, you won t be able to print reports and you might not have permission to access some program areas. For instructions, see Setting Up Security Groups on page 9. Note: If you use any custom reports provided by ASA, you ll be able to assign them to security groups as well. However, you will need to reinstall those reports with new report installers. For more information, see Notice for Custom Report Users on page 1. To see the assignments for a particular user or security group, you can generate the new Security Assignments Report. Reporting Enhancements This release includes a variety of enhancements to the Report List and the Report Window screens. These changes make it easier to find information, and they improve the security of the reporting process: You can group frequently-used reports under custom tabs. You can create up to six custom tabs. To create custom tabs, you must belong to a security group that s assigned the Setup permission. Action Recommended: For more information, see Creating Custom Report Tabs on page 14. The Report List displays different tabs for each user. The tabs available to users depend on their security assignments. For documents printed from the Report List, you can do the following: 1) Enter user-defined values for adjusting the magnification of the report that s displayed, 2) Instantly update reports with a refreshdata button, and 3) Search for specific numbers or words on a report. 2 Revised 5/10/06 TireMaster

3 Service Checklist The program now includes a recommended service checklist that can be accessed at point of sale and from a vehicle s record. When adding services to the checklist, you can indicate whether they should be available for all work orders or if they should automatically be recommended based on a vehicle s mileage. When you recommend a service, you can include notes about the recommendation on the checklist. Those notes can be printed on the customer s invoice and the new Service Check Report. Services can also be associated with post card codes for declined-services mailing. To access the checklist, users need to belong to a security group that s assigned the Vehicle Service Checklist Access permissions. To set up the checklist, users need to belong to a security group that s assigned the Vehicle Service Checklist Add/Edit/ Delete permission. Action Recommended: For more information, see Setting Up the Service Checklist on page 14. On Work Order Status Button A radio button labeled Work Orders has been added to the Inventory History screen and the History tab on the Inventory Maintenance screen. Selecting the button lets you view a list of work orders to which an item is assigned. System Control for Overdue-Balance Messages With a new setting, you can choose whether warnings appear when you begin work orders and complete invoices for customers with overdue balances. The setting is called Suppress overdue balance warning in POS. It s on the Customer tab of the System Controls screen. Action Recommended: For more information, see Setting the New Overdue-Balance Control on page 15. New Reports The following information describes new reports that have been added in version 7.2.0: Real-Time Statements display all outstanding balances for the selected customers. Although they look similar to monthly statements, the figures on real-time statements are current as of when they re printed and are not affected by the month-end cutoff. Real-time statements can be printed from the Report List and the Ledger/History tab of the Customer - Tab Main screen. The Customer Credit Report shows the credit limit, remaining credit available, and aged balances for one or more customers. When it s generated in detail view, this report shows the invoices that make up the aged totals. The Customer Credit Report can be printed from the Report List. The new Inventory Reorder Report can be printed from the Report List. It shows on-hand quantities for all items in the selected range. Unlike the reorder report generated by the suggested purchase order feature, this one is not based on minimum stocking levels. Note: The report generated by the suggested purchase order feature has been renamed. It is now called the Suggested Reorder Report. The Service Check Report lists all services currently recommended for a vehicle. It can be printed from the Service Checklist, which can be accessed at point of sale and from a vehicle s record. TireMaster Revised 5/10/06 3

4 The Security Assignment Report lists the assignments for a security group, user, permission, or report. It s generated from the new View Security Assignments screen. Program Changes This section describes program changes made in TireMaster Quote Module Changes Because of enhancements to the Quote Module, you can do the following: Print a quote without a name or a phone number. Save a quote without a phone number. To save quotes without phone numbers, set the new system control Quote Module - Require Phone # to No. This new setting is on the Other tab of the System Controls screen. Set a default quantity for quotes. The default quantity is set with the new system control Quote Module - Default Qty, which is on the Other tab of the System Controls screen. Action Recommended: Formore information on setting these controls, see Setting the New Quote Module Controls on page 15. This release also addresses the following issues with the Quote Module: An error no longer appears when you search for quotes for customers whose names include apostrophes. A variety of errors no longer appear when trying to add a customer in the Quote Module s Customer - Tab Main screen. These errors include, Invalid use of keyword, and There was an error selecting the customer. When you add a customer in the Quote Module, the program now uses the default customer type set in System Controls instead of customer type 1. Similarly, it now uses the default tax levels. Previously, it used level 1 for both parts and labor. Fitment Guide Changes The following changes have been made to the fitment guide. (To use the fitment guide, you need to subscribe to Tire Guide Pro Plus.): : The vehicle manufacturer s torque and air pressure recommendations are now displayed on the Tire Guide Vehicle Selection screen. You can print torque information, air pressure information, or both on work orders and invoices. To do so, set the controls Work Orders - Fitment Print Air Pressure and Work Orders - Fitment Print TRQ to Yes. Both of these settings are on the Other tab of the System Controls screen. Action Recommended: For more information, see Setting the New Fitment Guide Controls on page 16. Note: When you re providing a service, such as flat repair or brake job, for a customer who doesn t have a vehicle (Cash Customer), you need to do the following to include torque and air pressure on the work order: 1) Click Choose in the Tire Guide Vehicle Selection screen, 2) Select the vehicle in the Standard Vehicle Selection screen, 3) Click OK in the Tire Guide 4 Revised 5/10/06 TireMaster

5 Selection screen, if it appears, and 4) Click Cancel to exit the Custom Inventory Lookup screen. The values for offset distance, center hub diameter, stud dimension, and stud thread dimension are now displayed correctly on the Tire Plus Size Selection screen. Security Improvements This release includes the following security changes: To make AR journal entries, users must belong to a security group that s assigned the GL Journal Entries permission. To add and edit departments, users must belong to a security group that s assigned the GL Accounts Add/Edit permission. Sales Tax Issues Resolved This release addresses the following issues pertaining to sales tax: The sales tax for invoices is now being recalculated when a customer s tax level is changed at point of sale. This issue was discovered after the release. The code for resolving the problem has already been distributed in a patch. When a item is returned to a vendor, the sales tax entered on the negative receiving document now posts to the vendor s subledger and the general ledger. Therefore, you no longer need to make a manual journal entry to account for the sales-tax portion of the vendor credit. FET Control Issue Resolved The program no longer disregards how the System Control Use Next FET for POS/Receivings is set when adding items to a work order for a customer who is assigned a price level. Previously in that scenario, an item s next FET appeared on work orders although the control was set to no. This issue was discovered after the release. The code for resolving this problem has already been distributed in two patches. Negative RD Reference Number Displayed When an item is returned to a vendor, the reference number used on the negative receiving document is now displayed on the Ledger/History tab of the Vendor - Tab Main screen. Previously, the Ref column displayed the vendor invoice document number instead. This change affects only negative receiving documents that are created after updating to Note: If a receiving document doesn t have a reference number, the vendor invoice document number is still displayed. Day-End Report Issues Resolved The following information describes issues that were addressed with a pair of reports that are used for closing the day: The formulas for calculating the month-to-date and year-to-date totals on the Day End Comparison Report and Daily Sales Report have been changed. Previously, these totals were computed with sales data going back to the system s first day of use. As a result, the amounts were too large. This issue occurred only on collocated databases in Enterprise systems. TireMaster Revised 5/10/06 5

6 The formula for calculating year-to-date totals on the Day End Comparison Report now differentiates between a fiscal year and a standard calendar year. Previously, YTD totals were calculated for only calendar years. The Day End Comparison Report and Daily Sales Report no longer include Period 0 amounts, which are generated by the year-end close. These amounts were displayed on the reports as negative numbers. Additional Document & Report Changes The following information describes changes made to various documents and reports in version 7.2.0: The formula used to calculate the total for vendor invoice documents has been changed to ensure that the amount is correct. Previously, the total on VIDs was incorrect when two purchase orders were combined. Three columns have been added to the Sales Analysis Report. They show the prior cost, prior gross profit margin, and prior gross profit margin percent for each item. The following changes have been made to the Inventory Cost Listing Report: 1) It now prints more quickly than before, 2) Information on the report can no longer be organized by manufacturer. This change resolves an issue that prevented items from appearing on the report. 3) Information on the report can be organized by site in Enterprise systems. The customer s zip code now prints below the city and state on work orders and invoices. This change prevents the zip code from being cut off if a shipping address is included on those documents. The program no longer ignores the sort codes B (best price) and Q (quantity) when the Inventory Counting Deck is printed from both the Report List and the Quantity Adjustment Wizard. An issue with beginning balances on the Long Form has been resolved. The problem occurred when the previous year had not been closed. For asset, liability, and equity accounts, the previous year s ending balance was not carried over to the new year. For income and expense accounts, the beginning balances were not reset to $0. An issue that caused the Deleted Work Orders Report to sometimes print blank has been resolved. The issue occurred when a work order was created, but was never printed before it was deleted. The Custom Inventory List appears when the Items on Sale Report is launched. Previously, you could only print the report for all items. Items are now grouped by site when the Discontinued Inventory List is printed in an Enterprise environment. Journal entries that posted to general-ledger AR accounts, but not individual customer accounts, are no longer included in the total for the AR Ledger Report. The amounts for those journal entries are now displayed separately. The amounts for easy checks now print in black. The Inventory List - Not Zero Report now includes negative amounts as originally intended. Cosmetic changes were made to the Paidout Report and Inventory Zero Cost & Zero Min Report to make them easier to read. Reports can now be exported to the.pdf format. 6 Revised 5/10/06 TireMaster

7 Enterprise Changes The following information describes changes that affect TireMaster Enterprise systems only: The Aging tab of the Customer - Tab Main screen now displays 30/60/90 balances, unapplied credit, and finance charge information at stores. Previously, store users could only view a customer s corporate-wide balance. At times, information displayed on the Aging tab might vary among locations. This variation occurs when a site processes an invoice or a payment, but has not replicated information about the transaction to Corporate. Note: A customer s aged balances will be available at all sites once the following occurs: 1) An invoice or ROA is completed for that customer at one of the sites, and 2) A replication cycle has occurred for each of the sites. If you re interested in having aged balances for all customers available at all sites immediately, call TireMaster Support for more information. You can now generate statements for a particular site. To generate statements for a site, go to Closing > Statements > Print. Then indicate the site number and the customer range. To ensure that the balances are up-to-date, make sure the site has replicated. Note: Other factors can also affect the integrity of balances for statements that are printed for a site. For example, if an ROA is entered at Corporate and it is not applied toward the customer s balance, the ROA will not be included on the statement printed for a site. The appropriate entries now post to the general ledger when a check is written at Corporate to pay off a vendor charge that was created at Corporate for a store. Previously, there were no entries for the interstore transfer and GL Offset accounts when such transactions occurred. Negative quantities are no longer allowed on interstore transfer invoices. If you enter a negative quantity on an interstore transfer, the message, Interstore transfer invoices must have a quantity greater than zero. appears. It is then followed by the message, Error: Unable to edit this line. Quotes can now be turned into work orders at Enterprise remote sites for customers with all of the following: 1) No overdue balance, 2) A balance that s less than credit limit, and 3) A balance greater than $0. A site selection prompt now appears when you print the Manufacturer Report at Corporate. Additional Changes The following information describes additional changes made in version 7.2.0: Inactive reconciliation codes are no longer reset to the active status when you exit the Customer Recon Codes screen. The check box for displaying only active reconciliation codes is also working correctly now, and it has been renamed Display Active. This issue affected only those customers who are assigned multiple reconciliation codes. When one purchase order is combined with another, the total is now being recalculated live on the Receiving Document screen. Previously, you needed to exit and re-enter the screen to see the updated amount. There are no longer duplicate shortcut keys in the Vendor Charge, National Credits, and Chart of Accounts screens. The Reverse button on the Open Work Order List has been renamed Rev. Invoice. This change made it possible for a shortcut key to be added to the button. A shortcut key has been added to the Reverse button on the Ledger/History tab for the Customer - Tab Main screen. TireMaster Revised 5/10/06 7

8 An error no longer appears when pricing receiving documents with gas (type G) items. Now only capital letters are allowed in the Sort field of the Custom Inventory Lookup screen. This change prevents the program from ignoring the sort codes when you look up items to include on reports and other documents. If you ve been using lowercase letters for the sort codes, go to Setup > Inventory Lookup and type capital letters in the Sort field. An error no longer appears when items on the Inventory List are sorted by quantity and the List Edit button is clicked. The days field on the Marketing Module s Interval tab has been enlarged to display up to four digits. There are now help topics for the features added in version Registering the Program After installing or updating TireMaster, you have six days to register the program. If you do not register, TireMaster will expire, and you won t be able to log in. You can register online if at least one of the following is true: You have an Internet account (except for America Online, which uses special software to establish or maintain a connection). Your computer is connected to a phone line with a modem. Note: For dial-up connections, you will be asked to provide the user ID and password assigned to you by your Internet service provider (ISP). You have a broadband Internet connection. When registering online, you will be asked to type in your support ID and password. If you don t have an Internet connection, you can register manually. Note: We recommend that you set up an Internet account if you don t already have one. In addition to online registration, Internet access makes it possible for TireMaster to check for updates and automatically notify Support of problems such as posting errors. To Register the Program 1. If the Online Registration screen is not already open, click Start. Then select Programs > TireMaster > Register TireMaster. 2. Read the information on the screen. Then click Next. 3. Read the end-user license agreement on the right side of the screen. Then select the I Agree check box. 4. Click Next. 5. Type in your TireMaster customer number. Tip: For new users, the number is on the address sticker for your CD packet. If you are an existing user and no longer have your number, call TireMaster Support. 6. Do one of the following: If you are installing TireMaster for the first time, type in your contact information. If you are updating, verify your contact information is current. If the information is not current, make changes as needed. 8 Revised 5/10/06 TireMaster

9 If you do not have an Internet account, a modem connected to a phone line, or a broadband connection, click Manual Registration, and disregard the remaining steps. 7. Click Next. 8. Click the Internet Connection Type drop-down menu, and select your connection type. 9. If you selected dialup as the Internet connection type, do the following: a. Select your service provider from the Dial-up drop-down menu. b. In the User field, type the user ID assigned to you by your ISP. c. In the Password field, type the password assigned to you by your ISP. 10. Click Finish. The Password screen appears. 11. Type your TireMaster password. Tip: For new users, the password is on the address sticker for your CD packet. If you are an existing user and no longer have your password, call TireMaster Support. 12. Click OK. Validating TireMaster TireMaster needs to be validated before you can access several program areas and complete any transactions. If you re a new user, validate TireMaster after you ve set up customers, vendors, inventory, employees, and the accounting system. To validate TireMaster 1. Click Start. Then select Programs > TireMaster > Validate TireMaster. The Login screen appears. 2. Type in your user ID and password. Then click OK. The TM Data Validation screen appears. 3. Click Validate. 4. Do one of the following: If errors (red) appear on the TM Data Validation screen, check your settings in the appropriate area in the program. Resolving warnings (green) is optional. If no errors appear on the TM Data Validation screen, click Exit. 5. Repeat steps 1 through 4 until you can run the validation without errors. Setting Up New Features To use some of the new features in TireMaster 7.2.0, you need to complete a variety of settings. Setting Up Security Groups A security group is a group of employees who are all allowed to access the same areas of TireMaster. Security groups are based on employee roles, such as salesperson and accountant. Each security group is assigned: Permissions, which indicate which program areas users in that group are allowed to access Reports, which indicate which documents users in that group are allowed to print TireMaster Revised 5/10/06 9

10 During the update, default security groups were created for the following employee roles: System Administrator Owner Salesperson Accountants and bookkeepers In addition to the default security groups, one or more system-generated security groups were created during the update based on your existing user settings. To set up users in TireMaster 7.2.0, do the following: Inactivate the user accounts for former employees. Review the settings for the default and system-generated security groups. Then delete groups, if needed. Rename the default and system-generated security groups, if needed. Create new security groups, if needed. Assign permissions and reports to the security groups. Assign employees to the security groups. Indicate which employees are allowed to log in at each site (Enterprise only). Making User Accounts Inactive To make your user list more manageable, inactivate the user accounts for former employees. Note: In Enterprise systems, user accounts can be inactivated at the Corporate site only. To make user accounts inactive 1. From the Setup menu, select Users & Permissions. The User List appears. Note: If you do not see the name of an employee on the User List, clear the Active Users Only check box, Local Users Only check box, or both. 2. Select the name of a former employee, and click Edit. The Employee/User Edit screen appears. Tip: To search for an employee, type his or her name in the Name Search field. 3. Clear the Active check box. The following message appears: Inactive users are removed from security groups and all of their permissions are removed. Do you want to make this user inactive? 4. Click Yes. 5. To exit the Employee/User Edit screen, click OK. 6. Repeat steps 2 through 5 for additional former employees. Note: To display the names of inactive users on the User List, clear the Active Users Only check box. 10 Revised 5/10/06 TireMaster

11 Reviewing and Deleting Security Groups You can easily review the settings for the default and system-generated security groups by generating a Security Assignments Report for each group. If you cannot use any of these groups without limited modifications, delete them. Note: In Enterprise systems, security groups can be modified at the Corporate site only. To review and delete security groups 1. From the Setup menu, select Users & Permissions. The User List appears. 2. Click Security. The Security Assignments screen appears. 3. To generate Security Assignments Reports for the groups, do the following: a. Click View Security Assignments. The View Security Assignments screen appears. b. Select Security Group in the View Assignments by drop-down menu. c. In the Groups pane, select a group. The employees, permissions, and reports assigned to that security group are displayed. d. Click Print assignments for the selected group. The Report Window opens. e. Click Print. Then click Close. f. To generate a report for the remaining groups, repeat steps c through e. g. To exit the View Security Assignments screen, click Close. h. Review the reports and decide whether simple modifications to the groups will meet your needs. 4. To delete security groups, do the following: a. Click Group Maintenance. The Security Group Maintenance screen appears. b. Select the name of a group you want to delete, and click Delete. The following message appears: Deleting a group will remove all associated employees and permissions from the group. Are you sure you wish to delete the group? c. Click Yes. d. To delete additional system-generated security groups, repeat steps b and c. Renaming Security Groups If the names of the default and system-generated security groups don t describe the role of those groups, you can rename them. Note: In Enterprise systems, security groups can be modified at the Corporate site only. To rename security groups 1. If the Security Assignments screen is no longer open, select Users & Permissions from the Setup menu. Then click Security on the User List. 2. Click Group Maintenance. The Security Group Maintenance screen appears. 3. Select the group you want to rename, and click Edit. The Security Group Add/Edit screen appears. 4. Type the new name for the group, and click OK. 5. To rename additional groups, repeat steps 2 through 4. TireMaster Revised 5/10/06 11

12 Adding Security Groups If the default and system-generated security groups don t meet your needs, you can create additional security groups. Note: In Enterprise systems, security groups can be added at the Corporate site only. To add security groups 1. If the Security Assignments screen is no longer open, select Users & Permissions from the Setup menu. Then click Security on the User List screen. 2. Click Group Maintenance. The Security Group Maintenance screen appears. 3. Click Add. The Security Group Add/Edit screen appears. 4. Type the name of the new group, and click OK. 5. To create additional security groups, repeat steps 3 and To exit the Security Group Maintenance screen, click Close. Assigning Permissions and Reports to Security Groups If you created new security groups, you need to assign permissions and reports to them. For default and system-generated groups, you will likely need to both add and remove permissions. You ll need to assign reports to those security groups as well. Note: In Enterprise systems, security groups can be modified at the Corporate site only. To assign permissions and reports to security groups 1. If the Security Assignments screen is no longer open, select Users & Permissions from the Setup menu. Then click Security on the User List screen. 2. In the Groups pane, select the name of the group to which you want to assign permissions. 3. In the Assignments area, select Permissions. The permissions assigned to the group are displayed in the Assigned pane. 4. Do one of the following: To assign an individual permission, double-click the permission in the Unassigned pane. To assign an individual permission, select the permission in the Unassigned pane and click. To assign multiple permissions, press Ctrl while you select each permission in the Unassigned pane. Then click. Note: If you need to remove a permission, select the permission in the Assigned pane and click. 5. To assign permissions to other security groups, repeat steps 2 through In the Groups pane, select the name of the group to which you want to assign reports. 7. In the Assignments area, select Reports. 8. Do one of the following: To assign an individual report, double-click the report name in the Unassigned pane. To assign an individual report, select the report name in the Unassigned pane and click. 12 Revised 5/10/06 TireMaster

13 To assign multiple reports, press Ctrl while you select each report in the Unassigned pane. Then click. Note: If you need to remove a report, select the report name in the Assigned pane and click. 9. To assign reports to other security groups, repeat steps 6 through 8. Assigning Employees to Security Groups Once you ve finished setting up your security groups, you can assign employees to them. An employee can belong to multiple security groups. Note: In Enterprise systems, security groups can be modified at the Corporate site only. To assign employees to security groups 1. If the Security Assignments screen is no longer open, select Users & Permissions from the Setup menu. Then click Security on the User List screen. 2. In the Groups pane, select the name of the security group to which you want to assign employees. 3. In the Assignments area, select Employees. 4. Do one of the following: To assign one employee, double-click the employee s name in the Unassigned pane. To assign one employee, select the employee s name in the Unassigned pane, and click. To assign multiple employees, press Ctrl while you select each employee s name. Then click. Note: If you need to remove an employee from the group, select the employee s name in the Assigned pane, and click. 5. To assign employees to the remaining security groups, repeat steps 2 through 4. Giving Users Site Access In Enterprise systems, some employees are allowed to log in at only one site, while others may log in at multiple sites. To give a user access to a site, set a password for the user at that site. Note: If you re running a single-store system, disregard these settings. To give users site access 1. Initiate a replication cycle to transmit the updated user list and new security-group settings all sites. 2. From the Setup menu, select Users & Permissions. The User List appears. 3. Select the name of an employee to whom you want to give site access, and click Edit. The Employee/ User Edit screen appears. Note: If the user s name is not displayed, clear the Local User Only check box. 4. Type the user s password in both the Password and Confirm fields. 5. Click OK. 6. To give site access to additional employees, repeat steps 3 through To exit the User List, click Close. TireMaster Revised 5/10/06 13

14 Creating Custom Report Tabs You can group frequently-used reports under custom tabs that are displayed on the Report List. In Enterprise systems, each site can have its own set of custom tabs. Note: You can create up to six tabs. To create custom tabs, you must belong to a security group that s assigned the Setup permission. To create a custom report tabs 1. Click Reports. The Report List appears. 2. Click Custom Tabs. The Custom Report Tabs screen appears. 3. Click Create Tab. The Create Tab screen appears. 4. Type the name of the new tab, and click OK. 5. To assign reports to the tab, do one of the following: For an individual report, double-click the name of the report. For an individual report, select the name of the report and click Add Report to Tab. For a range of reports, select the report at the beginning of the range, press Shift, and select the report at the end of the range. Then click Add Report to Tab. 6. Repeat step 5 to assign additional reports to the tab. 7. To exit the Custom Report Tabs screen, click Close. Setting Up the Service Checklist The service checklist is a list of services that you can recommend to customers at point of sale. Setting up the checklist includes adding services to the checklist and setting a pair of System Controls. When adding services to the checklist, you can indicate whether they should be available for all work orders or if they should automatically be recommended based on a vehicle s mileage. Note: To add services to the checklist, you need to belong to the security group that s assigned the Vehicle Service Checklist Add/Edit/Delete permission. To add services to the checklist 1. From the Setup menu, select Vehicle Service Checklist. The Service Checklist Maintenance screen appears. 2. Click Add. The Add/Edit Service Item screen appears. 3. Type the name of the service. 4. Do one of the following: If the service should be automatically recommended based on a vehicle s mileage, type in that mileage. Note: The service is recommended when the vehicle s mileage falls within the range that you specify with the System Control Checklist - Mileage Threshold. For example, if you set the threshold to 1000 and enter 30,000 for the mileage, the service is recommended when a vehicle s mileage falls between 29,000 and 31,000 miles. If the service should appear for each work order, select the Work Order Only check box. 14 Revised 5/10/06 TireMaster

15 5. To associate the service with a post card code for declined-services mailings, click. Then select a code from the Post Card Lookup screen, and click OK. 6. Type a description of the recommended service. 7. To save the service to the checklist, click OK. 8. To add other services to the checklist, repeat steps 2 through To exit the Service Checklist Maintenance screen, click Close. To set the checklist controls 1. From the Setup menu, select System Controls. The System Controls screen appears. 2. Click the Other tab. 3. Do the following: a. Double-click Checklist - Append to Comments. The Choices screen appears. b. If you want to print a mechanic s notes about recommended services on invoices, select Yes. To exclude the comments, select No. c. Click OK. 4. Do the following: a. Select Checklist - Mileage Threshold. The Enter Numeric Value screen appears. b. Type the range at which a mileage-based service is recommended. Example: The threshold is set to If you recommend that a vehicle s sparkplugs be replaced at 30,000 miles, the service is recommended when the mileage falls between 29,000 and 31,000 miles. c. Click OK. 5. To exit the System Controls screen, click Close. Setting the New Overdue-Balance Control A new System Control lets you indicate whether a warning should appear when you begin work orders and complete invoices for customers with overdue balances. To set the new overdue-balance control 1. From the Setup menu, select System Controls. The System Controls screen appears. 2. Click the Customer tab. 3. Double-click Suppress overdue balance warning in POS. The Choices screen appears. 4. If you don t want overdue-balance messages to appear, select Yes. Otherwise, set the control to No. 5. Click OK. 6. To exit the System Controls screen, click Close. Setting the New Quote Module Controls Two new System Controls let you set a default quantity for quotes and indicate whether you want to require a phone number for saving quotes. TireMaster Revised 5/10/06 15

16 To set the new Quote Module controls 1. From the Setup menu, select System Controls. The System Controls screen appears. 2. Click the Other tab. 3. Double-click Quote Module - Default Qty. The Enter Numeric Value screen appears. 4. Type the number you want to use as the default quantity for quotes, and click OK. 5. Double-click Quote Module - Require Phone #. The Choices screen appears. 6. To require employees to enter a customer s phone number before saving a quote, select Yes. Otherwise, set the control to No. 7. Click OK. 8. To exit the System Controls screen, click Close. Setting the New Fitment Guide Controls Two new System Controls let you indicate whether to print the vehicle manufacturer s recommended torque and air pressure values on work orders and invoices. Note: If Tire Guide Pro Plus is not installed on your computers, disregard these settings. To set the new fitment guide controls 1. From the Setup menu, select System Controls. The System Controls screen appears. 2. Click the Other tab. 3. Double-click Work Orders - Fitment Print Air Pressure. The Choices screen appears. 4. If you want to include air pressure information on work orders and invoices, select Yes. Otherwise, set the control to No. 5. Click OK. 6. Double-click Work Orders - Fitment Print TRQ. The Choices screen appears. 7. If you want to include torque information on work orders and invoices, select Yes. Otherwise, set the control to No. 8. Click OK. 9. To exit the System Controls screen, click Close. 16 Revised 5/10/06 TireMaster