in the Sales menu. The third method is to press Alt-F4 when
at the main menu.
General Notes General Notes General Notes
The file viewer requires you to press Alt-F4 or double click on the control box in the upper left hand corner of the window to remove it from the screen when finished.
The gray bar at the bottom of the screen will give a brief
description of each menu selection when highlighted.
In many of the function windows in Track-It there is a Notes
function button. When selected the Notes Entry window will
appear. Here you can type in general information or notes on
the current item.
When using Track-It, it is imperative that the computer date
and time be correct. If the date and time are not correct,
it is possible to invalidate many of the sales reports.
Track-It relies heavily on the data indexes. If for any
reason you suspect that the indexes are no longer
synchronized with the data, you must verify the indexes.
Refer to the Batch Processing or Verify Indexes sections
The Customer Balance function provides a quick and easy
method of determining the current balance of any customer in
the system.
Upon selecting the Customer Balance function, the Customer
Name Entry window will appear. Enter the customer who's
balance you wish to retrieve and press Enter. Partial
searches are supported in this field.
Track-It will display the Customer Selection window which
contains all the customer names that match the entered
criteria. The customers are sorted by last name, and then by
first name. Select the customer that you wish to retrieve.
After retrieving the customer information, the Customer
Balance window will be displayed. When you are finished
viewing the customer balance, press E . nter
__________________________ Chapter 8: User Functions __________________________ Chapter 8: User Functions __________________________ Chapter 8: User Functions
This chapter covers in detail all functions available under
the User menu of Track-It.
New User New User New User
The New User function provides a simple method for adding new
users to the security system provided by Track-It.
Upon selecting the New User function, Track-It will display
the User Information window. This window will allow you to
enter a new user ID and associate it with a specific
employee, as well as set the sections and functions of
Track-It the new user can access.
The first field is for the user ID which must be unique for
each user. Track-It will verify that the ID entered is not
in use when you finished with this function and press Enter.
If the ID entered is already in use, Track-It will inform you
of this and return you to the User Information window.
The second field is for the new user's name. It is
recommended that you enter the user name in the following
format to allow easy retrieval: Last Name, First Name,
Upon selecting the Logoff function, the Track-It Login window
will appear. This allows the next user to login as usually
without the current user first having to close the program.
_____________________________ Chapter 9: Service Functions _____________________________ Chapter 9: Service Functions _____________________________ Chapter 9: Service Functions
This chapter covers in detail all functions available under
the Service menu of Track-It.
New SO New SO New SO
The New SO function provides an easy method for creating new
service orders for specific customers. Track-It's service
order allows you to track multiple repair jobs, and the parts
associated with each job, for service performed on a single
item. The Service portion of Track-It is designed to be
flexible enough to be used in multiple industries.
Upon selecting the New SO function, the Customer Name Entry
window will appear. Enter the customer for whom you are
creating the service order and press Enter. Partial searches
are supported in this field.
After selecting a customer, the Service Order Information
window will appear. This window is used to enter in
information specific to this service order and consists of
five sections.
The first section displays the customer name.
The second section contains six edit fields. The first edit
field, service rep, should contain the name or ID of the
employee who is in charge of this service order. The next
three fields, manufacturer, model, and serial number should
contain the aforementioned information for the item being
repaired. The fifth field, alternate ID, is provided to for
the entry of a secondary method of identification, such as a
frame number, or vehicle ID number. If the repair is a
potential warranty repair, enter the purchase date in the
last field.
The third section contains a single edit field, date due.
This field should contain the date on which the service is to
be completed.
The fourth section contains three edit fields. The first
edit field, labor rate, will set the rate for all labor for
all jobs associated with this service order. The second and
third fields, pickup and delivery charge, are available to
add flat fee charges for pickup and delivery of the item
