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Some Model Specifics Missing On ProPack INV?

Some Model Specifics Missing On ProPack INV?

Postby M_Int » Tue Jul 21, 2015 11:44 am

Estimates/RO's/invoices don’t list Model specifics(ie "Turbo" for a Cayenne Turbo vs standard Cayenne, as entered into Vehicle data fields in Customer info) when printed.
This is especially goofy as Manager knows it's a Cayenne Turbo as there's a drop down for this model, yet when we print it just says Porsche Cayenne. Why isn’t "Turbo" printed with the rest of the model info?
Our staff need this information on the paperwork so that we can properly order parts, look up repair info, etc.
(Our sales guy couldn't find an existing template that includes this information.)

How can we get any printouts to show the Model specifics?

Thank you.
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Re: No model specifics listed on est/RO/inv's.

Postby ricmorin » Tue Jul 21, 2015 11:54 am

Try printing a tech worksheet and see if it provides you with the appropriate information. Tech worksheets are designed to be used as internal paperwork for all stages of the process. The three documents you describe are designed for the customer.
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Re: No model specifics listed on est/RO/inv's.

Postby M_Int » Tue Jul 21, 2015 12:12 pm

ricmorin wrote:Try printing a tech worksheet and see if it provides you with the appropriate information. Tech worksheets are designed to be used as internal paperwork for all stages of the process. The three documents you describe are designed for the customer.


Hi Ric,

You're correct, Turbo does show up on the tech worksheet, but it doesn't show on the Est/RO/Inv. Now I understand and appreciate it showing on a tech worksheet, but we have our customers first sign the RO, then we staple a tech worksheet to the RO for the tech to use/make notes/etc, so it'd be very helpful to have Turbo printed on all pages like the Est/RO/Inv, as IMHO if Manager prints full Model specifics on a tech worksheet, why does it omit the specifics on an Est/RO/Inv???
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Re: No model specifics listed on est/RO/inv's.

Postby ricmorin » Tue Jul 21, 2015 12:25 pm

I don't speak directly for Mitchel1, but I'd guess it would be a real estate/aesthetics issue. Likely something they had to compromise on.
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Re: No model specifics listed on est/RO/inv's.

Postby M_Int » Tue Jul 21, 2015 12:26 pm

ricmorin wrote:I don't speak directly for Mitchel1, but I'd guess it would be a real estate/aesthetics issue. Likely something they had to compromise on.


Understood, and could be. I'd like to hear from Tim McDonnell on it.
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Re: No model specifics listed on est/RO/inv's.

Postby ricmorin » Tue Jul 21, 2015 12:39 pm

I think Tim is at a conference or a show right now, but he checks in periodically.
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Re: No model specifics listed on est/RO/inv's.

Postby M_Int » Tue Jul 21, 2015 12:40 pm

ricmorin wrote:I think Tim is at a conference or a show right now, but he checks in periodically.


Thanks for the info and your time Ric, much appreciated!
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Re: No model specifics listed on est/RO/inv's.

Postby Johnny5 » Tue Jul 21, 2015 1:34 pm

You sure you have the turbo selected in the drop down. It should print on all documents that list Year/Make/Model - unless it is being cut off by some model... what year Porche have you selected?

turbo.jpg
 
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Re: No model specifics listed on est/RO/inv's.

Postby M_Int » Tue Jul 21, 2015 1:49 pm

Johnny5 wrote:You sure you have the turbo selected in the drop down. It should print on all documents that list Year/Make/Model - unless it is being cut off by some model... what year Porche have you selected?

The attachment turbo.jpg is no longer available


Crud, my mistake(you're correct, in Manager we can see Turbo in Est/RO/Inv)!! This is an issue in ReportPro's ProPack, NOT Mitchell ManagerSE.
Johnny, can you please move this to the ProPack forum? Thanks, and sorry for the confusion.

DSCN4035.JPG
 
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Re: No model specifics listed on est/RO/inv's.

Postby timbre4 » Tue Jul 21, 2015 7:50 pm

M_Int wrote:
ricmorin wrote:I don't speak directly for Mitchel1, but I'd guess it would be a real estate/aesthetics issue. Likely something they had to compromise on.


Understood, and could be. I'd like to hear from Tim McDonnell on it.


Hello - I answered these questions presented by your rep Reagan this morning before I left for Detroit today.

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Re: Some Model Specifics Missing On ProPack INV?

Postby timbre4 » Wed Jul 22, 2015 6:34 am

Topic has been re-titled and moved to ProPack - Report Pro section.
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Re: No model specifics listed on est/RO/inv's.

Postby M_Int » Wed Jul 22, 2015 10:34 am

timbre4 wrote:
M_Int wrote:
ricmorin wrote:I don't speak directly for Mitchel1, but I'd guess it would be a real estate/aesthetics issue. Likely something they had to compromise on.


Understood, and could be. I'd like to hear from Tim McDonnell on it.


Hello - I answered these questions presented by your rep Reagan this morning before I left for Detroit today.

Tim McDonnell


Thank you for taking the time Tim. Sorry he included many questions which he's already answered for us or we told him we found answers to.
I'll respond to him and he can forward my thoughts/frustrations to you for feedback.
Last edited by M_Int on Wed Jul 22, 2015 1:17 pm, edited 1 time in total.
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Re: Some Model Specifics Missing On ProPack INV?

Postby MRISICH » Wed Jul 22, 2015 11:53 am

Hello,

Right now, on the estimate/invoice we display the Year/Make/Model/Color. What is being requested is the addition of a Sub-Model Color. My development team has added this as a feature request. Please let me know if I can be of further assistance.
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Re: Some Model Specifics Missing On ProPack INV?

Postby M_Int » Wed Jul 22, 2015 12:01 pm

MRISICH wrote:Hello,

Right now, on the estimate/invoice we display the Year/Make/Model/Color. What is being requested is the addition of a Sub-Model Color. My development team has added this as a feature request. Please let me know if I can be of further assistance.


Thanks Michael!
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Re: Some Model Specifics Missing On ProPack INV?

Postby M_Int » Mon Nov 09, 2015 12:00 pm

Guys, if you want to see this details (full model specifics, ie Cayenne TURBO automatic vs just Cayenne) added to Report Pro, you need to email support@boltontechnology.com , requesting that you'd like to see this feature added as well.
The more requests they get, the more likely they are to implement the feature.

Thank you!!
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