Shop Management Software Release News for SE

Manager SE 6.5 News 2014

Manager SE 6.5 News 2014

Postby timbre4 » Mon Jan 06, 2014 8:53 am

Happy New Year! Let's start off with some Manager SE 6.5 release news. We anticipate shipping 6.5 update discs starting soon. As you may know they don't all go out at once to keep the load balance on tech support service calls at optimum levels. We will be posting example screen shots here so that you may see what's coming soon for SE users.

There is another thread below for your comments on the SE 6.5 additions and fixes.
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Re: Manager SE 6.5 News

Postby timbre4 » Mon Jan 06, 2014 8:59 am

At last, in SE 6.5 you will have Revisions with DATES:

revdate1.png
 

BONUS: All of your existing Revisions will have dates too!


NOTE: There will be one date used for Revision creation; it is triggered by the presence of the first line item (part, labor, sublet, note). If you are going to make major changes to a Revision you'd probably want to edit/paste to a new Sub-Est slot if you wanted the creation date to re-trigger.
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Re: Manager SE 6.5 News

Postby Johnny5 » Mon Jan 06, 2014 10:51 am

History screen now includes historical odometer column.

history.jpg
 

If 'Odometer Out' is turned off, 'Odometer In' value is used.
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Re: Manager SE 6.5 News

Postby timbre4 » Wed Jan 08, 2014 9:44 am

Here’s a list of specific improvements made to the reporting process:

Coupon Utilization Report:
This report did not fully report the total impact of using Discount Coupons. The updated report displays a breakdown of each invoice that includes a Discount added from the Promo feature. The report also now includes gross totals and averages. The report can be found by clicking on Reports, Management, then selecting ‘Coupon Utilization’

Balance Due Statements:
Duplicate copies of statements were generated when a customer record included a second address in the marketing window; this no longer occurs. Balance Due No. 9 was also reformatted to better fit into a # 9 window-type envelope

Customer Follow-up List:
Lists are now enhanced by the additions of Membership # [NEW], Email Address and Remarks to the customer list generated from within Reports - Follow-up section

Cash Receipts by Payment Type:
This report was completely reworked to provide better data while also making the report more readable. The report now includes Authorization information and check reference numbers

Technician Worksheets:
Added vehicle Color information, also formatted last 8 digits of the VIN # in a bold font, to make the VIN # more readable

Business Summary Report:
This report was modified to work properly with very large databases
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Re: Manager SE 6.5 News

Postby Johnny5 » Wed Jan 08, 2014 10:50 am

chkno.jpg
 
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Re: Manager SE 6.5 News

Postby timbre4 » Mon Jan 13, 2014 12:39 pm

In Manager SE 6.5, the WIP screen now sports the much-requested Unit # field!

unitwip.png
 
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Re: Manager SE 6.5 News

Postby timbre4 » Wed Jan 15, 2014 7:55 am

In Manager 6.5, the vehicle Color field is now visible on the Technician Worksheets:

twcolor.png
 
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Re: Manager SE 6.5 News

Postby timbre4 » Mon Jan 27, 2014 9:18 am

In Manager SE 6.5 you may find a customer by Membership # (AAA, etc.) that has been entered on the Customer screen:

member2.png
 
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Re: Manager SE 6.5 News

Postby Johnny5 » Thu Jan 30, 2014 2:50 pm

In Manager SE 6.5 (update 4) you will see PMargin in the Part Item Edit window:
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pmargin.png
 
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Re: Manager SE 6.5 News

Postby timbre4 » Mon Feb 03, 2014 3:59 pm

In SE 6.5, if you cut & paste a line item to change it's position on the order, the Ref/INV # STAYS PUT! You don't have to re-enter it!
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Re: Manager SE 6.5 News

Postby timbre4 » Thu Feb 27, 2014 6:22 am

Here's a Mitchell 1 Press Release for the Manager SE 6.5 Updater: https://www.facebook.com/notes/mitchell ... tif_t=like
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Re: Manager SE 6.5 News

Postby timbre4 » Fri Mar 28, 2014 9:30 am

While we haven't posted anything here in a while, I can assure you that the changes and enhancements continue to flow into the Manager SE 6.5 version!

Here's a screenshot of the Manager Plus SE 6.5 - 1 ) parts ordered highlighting feature; BLUE is Ordered and GREEN is received PO parts + 2) View PO button:

partz.png
 
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Re: Manager SE 6.5 News

Postby Johnny5 » Fri Mar 28, 2014 10:23 am

Yet another screenshot of another refinement
hours.gif
 
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Re: Manager SE 6.5 News

Postby Johnny5 » Tue Apr 08, 2014 3:27 pm

Time for a little color reminding
screen.jpg
 
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Re: Manager SE 6.5 News

Postby timbre4 » Fri Jul 25, 2014 8:33 am

As of Thursday evening (Jul 24th, 2014), the ProDemand reference information viewers (Manager SE -> Estimator, Maintenance, Fluids & TSBs) text was changed from 'I'm Done' to the more traditional 'Transfer'.
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Re: Manager SE 6.5 News

Postby timbre4 » Tue Sep 09, 2014 1:53 pm

The Manager SE 6.5.43 release is now imminent; it will include the first time ever active Splash screen!
See WHAT'S NEW here and go directly to SHOP CONNECTION Blog articles
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6543splash.jpg
 
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Re: Manager SE 6.5 News

Postby timbre4 » Thu Sep 11, 2014 3:23 pm

Land sakes, Look at all those characters!
Disclaimers For Estimates / Repair Orders / Invoices / Counter Sales

disclaimer1200.png
 
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Re: Manager SE 6.5 News

Postby timbre4 » Fri Nov 21, 2014 2:51 pm

Reminder: Manager SE 6.5 changes delivered via AutoUpdater details are found under 'What's New In This Release?' pictured above. Here are some of the very latest entries:

SE 6.5.51
Corrected Invoice reports to print line items in the same order as displayed in the order grid
When selling a revision to a blank order, a new RO is now created with a matching RO#
Better accuracy when calculating total tax values by starting with four digits of precision before rounding; Updated 'Posted Taxable Orders by Tax Category' report to show 4 digits of precision
Added New 'Material Used - By Vendor' Management Report
Parts with Shop Supply/Hazmat on order, when discounted, will calculate using their discounted price not the original part price
When printing a Revision with no Order, the labor totals reflect the standard or non-standard rates specified

SE 6.5.49
Committed parts were not properly decrementing when being included in a Special Order
Previewing Manager printout (Estimates, ROs, Invoices and all reports) will now open in the foreground
Calculation of Shop Supplies and Hazmat fees on revision modified to base calculation on open revision
XCharge payment receipt can now be printed on the Invoice
Repair button now launches ProDemand/ShopKey Pro without requiring a login. Additionally, if a VIN is present on the order, that will be sent to better identify the vehicle
Tab order on Customer and vehicle screen corrected
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