Point of Sale

• Daily Reconciliation

  • Batch History (How To)
  • Change Tender Type
  • End of Day - Drawer Count
  • Holds w/ Deposit & Excludes
  • Reports

• Back Orders w/ Pick Ticket & PO
• Call Center Invoice
• Change Account
• Change Ship To & Tax
• Clearing PoS Screen
• Creating Basic Invoice
• Creating Hold Tickets
• Creating Hold Tickets with Deposits
• Invoice with Part Return
• Invoices with Transfers
• Invoicing - Suspend & Recall
• Invoicing with Catalog Export Parts
• Invoicing with Core Exchange
• Invoicing with Core Return
• Invoicing with Discounts
• Posting RoA's
• Quote Tickets
• Transfers (Direct Bill)
• Transfers from One Location
• Transfers with Multiple Locations
• Using Buyout Parts
• Using Inactive Part Numbers
• Using Pain-In & Paid-Out
• Using Pick Tickets
• Using Power Search
• Viewing Customer Statement
• Voiding Invoices
• Voiding RoA's

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Customer Maintenance

• Account Terms
• Customer Account (Disable)
• Customer Account (Overview)
• Customer Maintenance - Accounts Receivable
• Customer Maintenance - Backorders
• Customer Maintenance - General
• Customer Maintenance - Pricing
• Customer Maintenance - Sending Emails
• Customer Maintenance (Add New)

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Accounts Receivable

• AR Transactions

  • AR Transactions (Journal Charge)
  • AR Transactions (Journal Credit)
  • AR Transactions (Payment)
  • AR Transactions (ROA)

• AR Special Terms (Split Payment)
• AR Transactions (Overview)
• Statements (General Overview)
• Statements (Monthly)
• Statements (Weekly)
• Tax Codes (How it Works)
• Tax Codes & Authorities (Setup)
• Unapply AR Credits (Payment)

Federated Catalog

• Banner Ad Administration
• Brand Display Preferences
• Commodities
• Fleet Import (File Format)
• Fleet Management (Create New)
• Identifix (All Motor Specs)
• Identifix (Fluids / Capacities)
• Identifix (OEM Spec & Capacities)
• Identifix (Torque Specifications & Engine Sensors)
• Promotions (How To)
• Stock Order (How to Process)
• Stock Order Import (File Format)
• UPC Download
• View Invoices
• View Statements

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Company Options

• Location Management

  • Location Maintenance (Main)
  • Location Maintenance (Miscellaneous)
  • Location Maintenance (Passwords)
  • Location Maintenance (Transfers)

• Company Standards
• Employee Profiles (Create New)
• Employee Profiles (Overview)
• Employee Profiles (Reports)
• Job Scheduler
• Reason Profiles (Create New)
• Reason Profiles (Overview)

Data Import

• Bulk Price (File Format)
• Bulk Price (How To)
• Import File Format (How To)
• Item Master (New Part # Load)
• Pricing (Existing Part #’s)
• Quantity On Hand (Existing Part #’s)
• UPC’s (Existing Part #’s)
• Vendor Import (New)
• Vendors File Format (How To)

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Inventory Management

• Change Utility (Mfr, Line Code Class)
• Inventory Adjustments
• Inventory Maintenance (Add New Part)
• Inventory Maintenance (Make Part Inactive)
• Inventory Maintenance (Overview)
• Inventory Maintenance (Supercede Part #'s)
• Mfr Code X-Ref (Edit/Add New)
• Mfr/Line Maintenance (Create New)
• Mfr/Line Maintenance (Edit Existing)
• Price Matrix (New)
• Price Matrix (Update)
• Pricing Columns
• Promo Codes (Import Process)
• Promo Codes (New)
• Promo Codes (Update)
• Promo Codes Import (File Format)

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Purchasing/Receiving

• Backorders (Setup)
• Do Not Reorder Part (How To)
• Order Worksheet
• Order Worksheet (Add All)
• Order Worksheet (Import)
• Order Worksheet (Update Price)
• PO (Cancel Backordered Item)
• PO (Create Manually)
• PO (How To Copy Existing & Void)
• PO Export to CSV (How To)
• PO Import (File Format)
• PO Import (Returns)
• PO Receive (Partial & Complete)
• Prepare Order (Manually)
• Prepare Returns
• Purchase Orders
• Purchase Orders (Update Price)
• Purchasing Group
• Purchasing Matrix
• Suggested Returns Setup
• Unlock Purchase Orders
• Unlock Worksheet
• Vendor Profiles (Create New)
• Vendor Profiles (Edit Existing)

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Tools & Misc

• Change Location (How To)
• How To Logout (Overview)
• Menu Navigation
• Phone Book Overview
• Print Queue Overview
• Reporting (General Overview)
• Submitting a Support Request Email