Click Setup >> User Options >> Company Info.
Fill in/verify the Company Info fields >> click Update.
Click Setup >> Codes >> Tax Setup.
Click Update Tax to update current tax rates for your location based on the ZIP code.
Select Setup >> Labor.
Fill in the Labor Maintenance information for the following categories >> click Update.
Labor Code: 1-4 digit code that identifies the labor code in the program.
Click Setup >> Codes >> Technicians.
Enter a Code (up to three letters or numbers) >> Name >> Certification Number (optional) >> click Update.
Click Setup >> Codes >> Service Writers.
Enter a Code (up to three letters or numbers) >> Name >> click Update.
To change Emailing settings click Setup >> User Options >> Emailing.
Complete or update each message.
Confirm the Sender Email address and click Update.
To set up a supplier, select Setup >> Supplier.
Fill in the following Supplier information then click Update:
If this is left blank, an ID will be created automatically.
You can order parts online through ALLDATA Manage Online using any of the following:
Local parts SUPPLIERS affiliated with the following parts CATALOGS:
Select Setup >> User Options >> Pricing.
Check Enable Markup Pricing.
Decode the VIN (Vehicle Identification Number) from the license plate.
View reported Service History by vehicle.
Report completed services to CARFAX so that customers have a record of work performed.
To apply shop supply fees select Setup >> User Options >> Shop Supplies.
Fill in the appropriate information and click Update.
The selected Hazmat fees will be clearly listed on the customer’s invoice.
Click Setup >> Codes >> Hazard Disposal.
Select Setup >> User Options >> Document Footer and complete or update each message.
Maximum character count:
Footers – 1000 characters
Notifications – 2000 characters
Printing options allow you to change print layouts, add an estimate disclaimer, upload document logos, change margins, enable pop-up print previews, and consolidate lines.
To set or update your printing settings select Setup >> User Options >> Printing.
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