>> 5.9 Shop Management Updates Here

[timbre4]

Hypothetical question:

Is it possible?

If you were brand new to Manager (5.9 or SE) and had to start writing invoices TOMORROW, 1) which Setup options must be entered and 2) how much functionality taught? Please tell us the absolute essentials to post invoices that will be correct.

The premise is a brief "Put it in Gear" document based on getting a shop started right away, using workbooks, videos and PerformanceCenter modules to learn the balance of features over time.

Thanks in advance for your input!

[Pauls Automotive]

Right off the top of my head is the F6 function to enter a customer to avoid duplicates. I'll do some more thinking today and respond later.

[fortknoxx]

mandatory forum sign up


Bare minimum
shop data= shopdata1
standard tables= labor, tax rate, acct classes (if acct class not done in beginning all inv parts will will have to be updated to get accurate rpts)
setup= tech set up, rpts/printers invoice choice
wip screen= display by customer

operation= f6/start- order entry-convert-pay-post
= inventory entry
dsr= rpts-cash rcpt by payment type
tax liability= sales rcpt summary

[brianp87]

I dont even know were to begin really. hmm ill have to think about it its been over 10 yrs

[steven kiser]

honestly i would have the sales person show me all the options and help me set it up. in my case explaining how to just wastes air. i need to see and experience. if i were at a trade show and decided on mitchell by the time it arrived i would be drawing a blank. i need the person there to talk me through stuff. after a certain amount of trial and error i would probably throw the key board because of frustration. after i learned the basic i would venture forth and use the forum or the help index. a split screen would be workable but for me at least going screen to screen would add to my frustration.

[timbre4]

Thanks for the input so far. I'm looking to compile a specific list of the bare basics or record users that say it's not possible.

[timbre4]

Okay I'll tip my cards a little bit more on this one...

The training process is under review (always) and my concern is how much can the local rep transmit to the new Manager shop within a prescribed block of time (4 hrs total over 2-3 visits).

The workbooks and related materials have been divided into "rep-assisted basics" and "teach yourself topics" for several years; my only question is where the fence goes between the two. If we ask the rep to do more, this decreases his pool of availability for other customers. If we have the rep do less, the shop could possibly do themsleves harm in the invoicing process if knowledge is insufficient.

Given that background, do you think you can now provide me with those essentials that a shop MUST have in the first 30 days? Thanks