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Putting ShopKey Management to Work

1. End of Day Reports Packages amp Discounts Tire Packages Brake Packages Pat Re pf LI Vos For a detailed description of setting up and applying Brake Packages please consult Users Guide Self Instruction Guide Help F1 or Training Videos Putting Management System to Work 31 Promotions Lube Oil amp Filter Packages Each LOF Package is a grouping of fluids parts and labor operations to form pre built Utilities Inventory Setup combinations to save input amp selection time To edit a LOF Package select Lube Oil amp Filter Packages from Setup pick a package and then Edit in Packages Setup dialog box Program comes equipped with sample packages for various motor oils in combination with 4 amp 5 qt quantities and lube service Edit these as desired Please note that these are generic or representational parts that will need to be replaced with specifics on the order LOF Packages are applied to orders via Promotions icon on Order screen Sid Meine Of d O Sid 08 Change wi Lethe Sid Mal Oi 401 Std ce Ch w n Lube E abl Mat gl ate 1 Sid Ws Of bid Maira DA Promem Oi id Moser Oe Parkape Eril Package 5 Qr Std OS Change wiele Descuele DH 3 Change O itber amp Lube Chan Standard Descriptions Standard Tables Shop Data Setup vendor Setup Technicians Setup Reports Printers End of Day Reports Packages amp Discounts Tire Packages
2. Zb Ir 4 hinia IR Lomeczkeeg groer eek ery AAE LLE LLET L ETIL Marea Phara Coton Frera Plia P ran Ead See emeng ind Geht reiba Vash ban Cinka a 3 Enter Parts Here 37 Build Your Own Parts Kits Every time you use a Part Kit you re adding multiple parts to an estimate or order with a single selection Program can also be set to prompt you for certain parts within the Parts Kit that aren t used each and every time Bundled Price option is where user creates new selling price The parts may add up to 25 62 but clicking Bundled Price allows entry of 24 95 Some common examples of parts kits are provided below Clutch Kits Brake Kits Oil Change Kits Tune Up Kits Build Your Own Canned Jobs Every time you use a Canned Job you re handling pre built parts and labor operations for your most common jobs with a few clicks You ll appreciate not having to re key or transfer individual items every time You may build a Canned Job with any combination of Parts Parts Kits Labor Sublet Notes etc Any kind of repair order you can put together can become a Canned Job Are you thinking We don t have any Canned J obs There s probably a list near your Service Desk State Inspections Cooling Flush Alignment Tire Repair Enter Your User Notes Less Typing You can store and reuse many reminders warnings specials even some we appreciate your business type
3. Charged Hrs Labor Total Estimated Part optional Short Description Symptom Work Requested Category Charged Hrs Labor Total Estimated Part optional Section 2 Self Setup Options Program Security This allows the shop owner or manager to password protect sensitive information For example most shops don t want technicians knowing how much the shop pays other technicians or marking up parts amp sublets The Program Security feature allows the shop owner manager to specify who can delete orders or payments see F12 Profit Wizard review Technician pay etc Master password is for owner managers and lesser password levels for employees For a detailed description of Program Security consult the User s Guide Note If you enter or change the master password be sure to write it down for later reference Promotions Packages amp Discounts Packages are parts and labor operations which are grouped together and sold for a usually discounted single price These vanilla packages transfer as single line entries You may optionally add the parts amp labor details later but customers will still see only a single line on the invoice that you created in Package setup Discounts apply a flat dollar amount or percentage discount to the parts and or labor on an order For example you might offer a 10 discount to all AARP members Discount appears as line item note on order grid an
4. TET Cimos Desens Jon Retained Eanesep FIr Note ep gen Es Changes made later will affect the accuracy of your reports BASICS Account Classes Revenue Account Classes area allows Se EE EA the selection of which hie daa l eh 1 accounts the shop invoice revenues will flow into Note O match the descriptions in the pa e Henn fend Fax Bing SC In most shops these account Sie Les Revenue n Fasable class assignments typically EE GE ar 5 z default list created in Income Cash Accounts section Please refer to next page Please review suggested selections shown here noting any changes you d make to your specific system It would be necessary to return to Income Cash Accounts to create any special account s to appear in the drop down lists seen here in Account Classes Putting Management System to Work 11 BASICS Markup In Markup you can enter your Shop s Markup percentages In the Sample shown a Sublet item of 50 cost is being marked up 25 to automatically bill out at 62 50 You can alSo markup OE Parts and Labor transferred from Estimating Module if installed An OEM part with 100 list would transfer into an estimate as 110 10 Markup Labor hrs would transfer at face value adding 10 ona 1 0 hr item would result in 1 1 hrs Note Shop Overhead Misc Overhead do not directly affect prices on orders These are used
5. more detailed information Note MS Mail Merge requires Microsoft Word97 or newer Refer to the User Guide for further information Vendor Type Vendor Type descriptions are used to identify the vendors Supplying parts and services to your business Vendor Types are general headings not the specific vendors from whom you buy parts You may add edit delete these as you wish Please enter examples of your own Vendor Descriptions currently used at your place of business Putting Management System to Work Symptoms Symptoms can save shops many keystrokes when estimating With Symptoms you re speaking the customer s language right away making it easier to receive the vehicle and standardize your labor charges Use a Symptom now and then apply it to a costlier repair It also curbs the habit of giving diagnostic time away Note You may also add these on the fly with the Order Screen Symptoms button disse Dries a Aime ihi Tiel Alkman iara Tine Batis k Hras Pai Hisis wheat Mai 1 eke Pial Leb iiei y Hcfd Add your own Symptoms below or directly into your program Symptoms Descriptions Short Description Symptom Work Requested Category Charged Hrs Labor Total Estimated Part optional Short Description Symptom Work Requested Category Charged Hrs Labor Total Estimated Part optional 28 Short Description Symptom Work Requested Category
6. only to give the Profit Wizard realistic numbers to reflect your true cost of doing business Business Tip See Markup Percentage vs Gross Profit discussion on following page for a story about the contrast between these two very different approaches Please enter your Markup and Overhead percentages below You may enter them as either Markup OR Profit Whichever method you select the matching values calculate automatically Please refer to Markup Matrix topic for aftermarket catalog parts Sublet Markup Profit Parts Guide Labor Guide Shop Overhead Miscellaneous Overhead What is the Difference between Markup percent vs Gross Profit Continue on to the next page where we ve provided an example story illustrating the difference between Markup Percentage and Gross Profit 12 Section 1 Basic Rep Assisted Setup Areas Markup Percentage vs Gross Profit Act I Markup Part by Percentage Joe the owner buys an alternator for 100 and wants to mark it up 40 Joe s selling price for the alternator is now marked up to 140 Joe is convinced that this 40 Markup is fair to his customers Part Cost Markup Percentage Retail Selling Price 100 140 Act II Discounting Marked Up Parts Joe s best customer Bill needs to buy that same 140 alternator Bill gets a 30 discount on his
7. Brake Packages Lube Oil amp Filter Packages TI ia Fine REPLACE wim ter 108 Eng Hi 10wS8 Cadwai For more information on setting up and applying LOF Packages please consult Users Guide Self Instruction book Help F1 Training Videos Manufacturers Line Codes Manufacturer s setup allows OE KE you to enter Parts Mfg Line Sa i ae a E Code information This option p Ee dE is intended for electronic on line parts ordering This field can also be useful to filter part lookups by Mfg on Inventory List Parts List You may add edit delete these as you wish Generally parts distributors supply a file that fills the Manufacturers Line Code list automatically to match the part lines they carry These can also be entered manually at any time if shop is not going to connect electronically Zip Code Mapping Zip Code Mapping allows users to override the zip code database and change the City amp State that is filled in when the Zip Code is entered Note Zip Code This screen is also used to Seed ip Cacia Wane Aere Zin Cacia Maer enter Canadian postal codes See Hats oeren she DA Tisi Di This completes the Self Setup section please continue on to Section 3 to go LIVE Get Ready Get Set Go Putting Management System to Work 33 Section 3 Get Ready Get Set Go LIVE We recommend you continue working through the following section to be sure that settings are correct and your managem
8. Screens Exe 1 Start Entry Screens exe Prova Prana Etran Genta Melt oo Mo eee Gp brenge zj mme Praet ENA o E E E e a Uoaugbeesg EE E 2 Select Vendor Option 3 Enter Vendors Here Enter Your Parts into Inventory List Parts List Every time you create an estimate or order you save time by not having to enter parts information over and over again Start with the parts you use most often such as those listed in the table below Batteries Tires Bers Hoses Coolant You can always add other parts on the fly but to save time you should enter as many as possible before going live This will reduce effort How to Enter Parts la From Within Management program Use the Inventory Inventory List method to enter parts 1b From Within Service Writer program Use the Utilities Parts List method to enter parts 2 OPTION Outside program Shop Management Entry Screens For input jobs to be performed outside management program install Shop Management Import Utility Package See details under Enter Customers NOTE Docs folder install CD has timport pdf reference guide for further details HA Import Utility ae Shop Management Entry Screens Exe 1 Start Entry Screens exe DEE 3 Pera Emp hea M Caii Err ui e Frs T iera 2 Select I nventory Option Putting Management System to Work Comte G a t essS ET mous _i SSSCSCS S Agang
9. TAT Time mans ae ER r el Lac eet Gd pak DES RT DIER Pam mien bp Puta we ce tres Gee weep God Manager Name Shop Data Bkeoug Skeit ug A Soin 3 A ee ee ve Pade Oe es a coe pa T a EE L e Lt el chop Thin idire ie o akp Fria D d Feb m AdE rra a y oe a ri a Ma nager Title SINT ES gpgg ee nadie ha rhni ieri wi eel ed gid i i Pe ee ee Tha preety rests Barn od Wc ee Ren SL SG amj Faery i TER EST CH alsegr cere Enisi rian Sanpete 8 3 BAR HE License 1 daaciphans urani ee ASBL Ree i s W Wach sl Pe Tee Hry Su De tai nasies regen at cowair as i Shep Disks apices we mEn eae rea aide IORN and erim i o syi 2 Aat Bhra Gur Fen Pickup D Deme SEE License 2 Putting Management System to Work 3 BASICS Default Settings Default Settings are automatic decisions for your shop When you build an order this default information is automatically entered for you Shot Data ag Foie Tl A TRLTE E E AF TENTI H par ET PEI L a ek cke sel E EC GRE er CR CE PRT Bob E EF cere ede E a iere been e be DU on pes agra Cini Pramas Ve fold DR ed gert Evensnte og Lat nisi Enin j Upaan ey breta E kr kin Lake Tockecian Piei Gaede ek e IH m T nadap iioi ia S EE o irekia Lie ex Logg Ea ee r EMNE WH Pete Teci Fanas _ e schafe Heresies re Hii kee KR ba are ed Dem Dog pie Laia Tie ken Tidal ep Snir SS E P o N Dale Pap lp
10. Tech wages be password protected in Program Security After ALL Invoices have been entered Step 3 Click on Reports select the Accounting tab Step 4 Double click on any of these recommended reports Category Profit Invoice Profit Posted Order Summary Report Summary Report Report Print separate reports for each of the two days and compare the totals Step 5 Set dates in Date Range box to match your invoices click OK Putting Management System to Work 41 GET SET Final Countdown LIVE Checklist Confirm These Program Areas Are Ready For LIVE Operation Confirm These Final Steps Have Also Been Completed e General Ledger Codes Have Been e Any Compound or Excise Taxes Have Considered Changed or Left As Is Been Calculated and Entered e Checked out all Program Default e Entered two days of Invoices to Settings with Shop Detail Report Confirm program values and any changes to your business processes Note Be sure you re using the live program for all of these exercises If it says Demo at the bottom of your screen exit demo and click on Program icon GO Set Starting Invoice Before you start you must go to Special Maintenance to set your starting invoice number While there you may also consider changing grid line colors to provide more contrast on WIP or Order screens Special Maintenance Set Starting Invoice displays dialog box for entry Once you ve entered this number future Invoices advance sequentially
11. from that number upward For example if you want to begin with Invoice 100 you d enter Starting invoice number 99 here to start Once you set a starting invoice number in your live program you can t go back and enter a lower number Generally this is only performed once before going live We highly recommend doing this last OPTIONAL Special Maintenance Grid Line Colors for changing line colors Standard Descriptions Standard Tables Shop Data Setup Grid Line Color Settings make selected items more visible with greater contrast on either the Vendor Setup Technicians Setup Reports Printers End of Day Reports WIP or Order screens Please note that everyone on Users List will all use the same grid line colors Packages amp Discounts Tire Packages Brake Packages Lube Oil amp Filter Packages Program Security Diagnostic Reports Special Maintenance NOTE This menu is activated from program s main color splash screen ONLY _Resset LastuseddFonbers a be Set Starting Invoice Reset Lastused Pointers Grid Line Colors Remove History Records Setup Automated Database Repair Starting Invoice Number The starting Invoice number should only be set one time If needed this number can be increased but can t be set smaller So choose this number carefully Start at Invoice Number Cancel i Set Starting maos rd Line Colors RenoveHistory Records Sebup A
12. the cycle to end up as Invoices Remember to add any Recommendations and Revisions for any services not already performed We re also going to recommend some reports to print so having two days worth entered will provide the means for comparison Read through all the steps below before entering invoices Entering the Invoices Step 1 Enter one of yesterday s invoices but DON T Apply Payments or Post it yet Start by entering new or existing customer amp vehicle then enter all the items that were on the order If you need help refer to the Self Instruction Guide Be sure to assign technicians to all parts amp labor Step 2 Click on Options select Check Profit Are profit percentages in line with your expectations We recommend average 40 profit margin as a target If any profit values are too low or too high you need to find out why before going live If the profit on the parts appears low check markup values If the profit on labor seems too good to be true maybe you forgot to assign a tech Maybe it s just this invoice but you need to be sure it s not a system setting We recommend repeating the process with several invoices The best tool for any order where numbers dont look right is the Order Detail Report With the Invoice on screen hold down Control key Ctrl and press F10 This detailed report can be previewed on screen showing how program came up with those numbers NOTE We recommend this report includes
13. to any Estimate Repair Order or Invoices created St NOTICE Some states E ee E go require shops to itemize ee a ea tise ol Shop supplies If so we Sau i on n T ETET p pp Fees eaman ranis aetta Kennen EE d UI recommend turning wad tues ba CES Shop Supplies Default HSH e setting to Off add shop rece SE Dr pf Dr Zeep supply line items as Ern Eegenen parts or a part kit to IO CT Pan CL Famerp w Lidar Saku Devi Sabai i SE Feb P eener main bes sf recover your legitimate SE enai tn ca paea 1 shop costs and satisfy for Pit ager cord F this legal requirement Beck gea re Ges With Defaults ON calculated shop supplies and or hazmat charges are added to orders based on these settings These charges can always be turned off at Order level that specific order only using Order Options Shop Supplies Labor Sales Parts Sales Minimum Maximum O O Shop Supplies Revenue Shop Supplies Yes No Hazardous Materials Labor Sales Parts Sales Minimum O Maximum O O HazMat Revenue Hazardous Materials Yes No Include Sublet more dollars for calculations Yes No Putting Management System to Work d Ce BASICS Disclaimers Disclaimers provide placeholders for your legal disclaimer information on Estimates Repair Orders Invoices and Counter Sales These always appear at the bottom of your p
14. Ab bm Management 7 Edit yie Setup Jnugrtotu Training ideo Help h Preg CuickEst Sarl Courter Schedule d Service Writer lt POSHOPKEY Gaz Putting ShopKey Management to Work Setting up LIVE Management System to Match Your Business Published by Mitchell 1 san Diego CA Copyright 2004 Snap on Technologies Inc LLC and MRIC LLC All Rights Reserved DISCLAIMER OF WARRANTIES Although the information contained within this volume has been obtained from sources generally believed to be reliable no warranty expressed or implied can be made as to its accuracy or completeness nor is any responsibility assumed by Snap on or anyone connected with it for loss or damages suffered through reliance on any information contained in this volume SPECIFICALLY NO WARRANTY OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR ANY OTHER WARRANTY IS MADE OR TO BE IMPLIED WITH RESPECT TO THIS VOLUME AND ITS CONTENTS In no event will Mitchell Repair Information Company LLC be liable for any damages direct or indirect consequential or compensatory including without limitation lost profits for any representations breaches or defaults arising out of the use of this volume Customer agrees to indemnify Snap on and hold it harmless against all claims and damages including without limitation reasonable attorney s fees arising out of the use of this volume unless such claims or damages result from the infringement of any copyright or ot
15. Coen oie edit them or delete them Add your own Category Descriptions below or directly into program Part Code Part Codes are abbreviations so Se to help you enter parts faster ieme ul ME o o e When adding a part to an estimate by typing BAT into Part Code the Description Battery fills automatically Part Codes can also be set to 3 fill in the related Category flake Arsch and Vendor information ee Haiiecg sie SE Halter Hold Daa Note Battery Tommin i Brake Aosda Program comes pre loaded with L many Part Codes Two reports are provided to display existing Part Codes with descriptions Add your own Part Codes if any directly into the program Phone Phone stores 10 different ee ha Phone Descriptions labels re ae These allow you to handle customers who may have multiple phone locations The program comes loaded with all the descriptions you are most likely to use We recommend leaving them exactly as they appear here Warning Do NOT change or re arrange these once customer phone numbers have been entered You risk mixing up these labels as to which phone numbers they truly belong to Title Title descriptions allow you to create or remove standard A salutations for customers The program doesn t require you to enter titles for your customers This is optional Program comes with a list of Title descriptions For most customers provided Titles work fine You can
16. E Docs folder above has import pdf reference guide for further details on functions 2 Select Customers Option 3 Enter Customers and Vehicles Here Putting Management System to Work 35 Enter Your Technicians Know Your J ob Profitability To get the benefit of Profit Wizard s ability to check job profitability costs parts sublet and technician labor must be complete and accurate Use Setup Technicians Setup Enter Your Vendors When adding parts to estimates and orders you want your Vendor names to appear on the Vendor drop down menu The program does NOT allow typing in this field during part entry so Vendors should be entered now Parts entry will go much faster Use Setup Vendors Setup Purchasing and Inventory The PO system Management System only allows for tracking by vendor Warranties and Returns Using Vendor List helps you keep track of who you bought parts from for warranty purposes part returns amp core charges How to Add Vendors 1 From within management program Use the Setup Vendor Setup method to enter vendors 2 OPTION Outside program Shop Management Entry Screens For input jobs to be performed outside management program install Shop Management Import Utility Package See details under Enter Customers NOTE Docs folder install CD has import pdf reference guide for further details eid Dads Pitts reg GE Sa Import Utility ae Shop Management Entry
17. General el ee ee sande asi Ledger GL account numbers where 1 Fats Pile EE revenues are grouped for accounting purposes Be sure these accounts are setup accurately before going LIVE Cash Accounts are various forms of payment from a customer This is where you would add a credit card Lee ser eres debit card any new payment type bo You may add edit delete these codes ene J Simm ae Sand Crores and descriptions in the table below Brien Weiber Jl Purining ME Kn Note q In program terminology Cash refers to any payment by cash credit card check etc In other words this is any payment to an order balance other than a charge to a customer s in house credit account This area is used with numerous built in Accounting Reports Please edit add any additional I ncome or Cash Account s below Income Accounts Parts Revenue Parts Revenue Non Taxable Labor Revenue Labor Revenue Non Taxable MasterCard Late Fees ADD if using Late Fees Discover sd Shop Supplies Revenue HazMat Revenue Sublet Revenue ATM Debit Card Sublet Revenue Non Taxable BP Amoco Card Towing Warranty Tire Disposal Fee 10 Section 1 Basic Rep Assisted Setup Areas BASICS Standard Accounts aes TA Te Standard Accounts is where eg pue TEEN Sech you enter general ledger codes for Accounts Receivable Customer Deposits and Retained Earnings Most shops will use the default values GL Cote Aceomts cal
18. Guide 1 2 Learn program basics in DEMO book 2 a Rep Assisted Program Basics b Self Instruction of Additional Areas You Are Now Here c Watch Training Videos Use F1 Help 3 Prepare LIVE program with this book 3 a Rep assisted Setup of BASICS b Self Setup of Additional Settings c GET READY GET SET GO LIVE oF Tips for a Better Software Launch Experience Copy the demo training version onto as many computers as you want Shop personnel take to the program faster when they ve had some relaxed time to get familiar with it They can even use the CD to install demo at home Don t rush it the more you use the demo the easier it gets Depending on your schedule it may take longer to achieve a comfort level but your live experience will be better right away Your time investment pays off later Consider all program aspects carefully a number of settings require a decision before going live To change it later after using live program for a while may skew some reporting and results may be less than accurate Take advantage of MANY keyboard shortcuts throughout program If you learn these shortcuts tasks are completed with reduced effort Putting Management System to Work is intended to compliment detailed program reference information in the User s Guide located on the installation CD under View Documentation TIP Open the Users Guide file and select Save As and copy to your Desktop Th
19. Part Part Sale 175 63 6 350 77 8 Markup is the percentage of the amount you earn on the cost of an item to you This is your Markup on part cost Gross Profit is the percentage of the amount you earn on the selling price of the item Gross profit tells you what you retain on each sales dollar 14 Section 1 Basic Rep Assisted Setup Areas BASICS Price Markup Matrix Price Markup Matrix allows you to scale parts markup according to what you paid for each part In other words parts that cost less than a dollar are marked up at much higher rate than a part that costs 100 We recommend using several levels to remain both profitable amp competitive Amg Cot e Changes made to the matrix can be applied to parts by clicking on Apply Matrix In Management System you have capability of using Last Cost or Average Cost This is significant because 1 Inventory parts can be set to transfer with either average cost or last cost applied This makes a difference on invoice profitability reporting 2 Last cost may place part into a different higher bracket and receive a different smaller markup than expected Please enter your own Markup or Margin selections below Price nai Matrix Putting Management System to Work 15 BASICS Parts Pricing Use this screen to set up the basis from which a part s Sale amount is calculated Price calculated as Cost times the Markup Matrix setup in previous sec
20. amp Invoice Validations cccsceeseeeeeeeeeeees 22 WEL Ce eS CS seas rs yaub nas suay nissan E E 23 Ee O eee ne E E E E E 24 Ee 24 Bue ie E 25 E 25 LOCA IS 26 OE EE 26 Follow up Postcards Letters and Mat Meroel 27 Vendor UV e 27 SE lelteT e 28 Steel E 29 Promotions Packages Ree E 29 PPOMONONSS Tre PACK AOC S eeii e 30 Promotions Brake le e E 31 Promotions Lube Oil amp Filter Packages 32 Manufacturers Line Codes lt cccriecerevereveveleveiereieceieiebevetevenevebsisieveieveed 33 PAD GOOG Wa DOING EE 33 Section 3 Get Ready Get Set Go LIVE cee REEREENRRE REENEN Ken 34 GET READY Confirm Entry of Shop Information ccccseseeeeseees 34 Enter GUSIOMErS amp VERICIES E 35 ERIE YOUN en nie Te EE 36 Enter gellen ee 36 Enter Your Parts into Inventory List Parts Uert 37 B ila VOU OWI PINS EE oaa 38 Build Your Own Canned JODS EE 38 Enter OUMrWSer a EE 38 Enter Your Additional SyYmMptomS sannannnnnonnnennennennnnrnnnnnnnrrennnnnrnnnnne 39 Enter Your Promotions Discounts amp Hackages 39 Enter Your Location amp Status Descriptions ccecccececeeeeeeeeeeeeeeees 39 Double Check Your Gettnge aa aa aa 40 Enter2 Days Ol INVOICCS EE 41 GET SET Final Countdown LIVE Checklist cssscssseeeseeeeeeeeeees 42 GO S r Staring INVOICE sara aaa EENEN ANAAO EAEEREN 43 The Management Training amp Setup Overview 1 Get an Overview with J umpstart
21. anagement System to Work 17 BASICS Technicians Setup Cont Enter two technicians Add Technician now and any remaining TT RG technicians later during NEE your Get Ready checklist z y s ST at the end of the book S Deeg Ze ES E You may also enter Technician ID your technician data E EE E EE EE EE directly into your Hop C Salay program now Wage pron C Sevice whites Note Pay Period Hours 0 C Manage Type is selection of Parts Commission Labor Commission Sublet Commission commission type for the Type None Type Hone Type None technician on Sale total SCH E e Profit on a job or jete umis Hee fonex Hate nmns none Add Technician Mame Lact Fort Addie Zip City State Phone asm Technician ID T echrician w age Inia Howl Galeg War H DI Pap Period Howre i Farts Gomme sion Labor Commission Sublet Commr Type Hane 2 Twp Nene gt Hate ooo Peake a oon Hate unn 18 Section 1 Basic Rep Assisted Setup Areas BASICS Reports Printers Reports Printers area defines which style of Sach Utilities Inventory printout printer used and how many copies to Standard Descriptions print Default Print to Screen provides a preview standard Tables Shop Data Setup If Default to Screen Preview is used it will be necessary to manually increase print quantities above one copy Once users are comfortable with the program you may turn De
22. d RED column in running totals Packages and Discounts are applied via the Promotions button on Order screen mace Utilities Inventory Standard Descriptions Standard Tables Shop Data Setup vendor Setup Technicians Setup Reports Printers End of Day Reports Packages amp Discounts Tire Packages Brake Packages Lube Oil amp Filter Packages Program Security meee Utilities Inventory Standard Descriptions Standard Tables Shop Data Setup Vendor Setup Technicians Setup Reports Printers End of Day Reports Packages amp Discounts Go to Setup select Packages amp Discounts and select Discounts or Packages tab Then use Add Edit to modify entries as desired Putting Management System to Work 29 Promotions Tire Packages Tire Packages are groupings of additional parts and labor operations to add to tire S sales to create packages of varying levels Standard Descriptions Standard Tables Shop Data Setup eee Utilities Inventory To add or edit a Tire Package select Tire Packages from Setup menu and then Add Edit in Tire Packages Edit dialog box Vendor Setup Your program comes equipped with sample EE packages for Tire Only Tire and Mounting Reports Printers only Platinum Ultra Platinum and Lifetime End of Day Reports packages Edit these packages as desired Packages amp Discounts Please note that any additional taxes or disposal fees may be created at the T
23. der which reports you want to run on a daily basis Then select or de select your Select Lod OF Dag Reports ADCDUNTING Cash Receipts by Payment Type reports by highlighting each line ACCOUNTING Daily Posted Changes and clicking on the Tag button or ACCOUNTING Deleted Orders Repent i ACCOUNTING Deleted Payments Repost double click on highlighted line ACCOUNTING Discount Summar Pepot ADCOUN TING Hazardous Mabetial Summan Aap Note F ADDOUNTIMG NEE Checks Ropon When using LIVE program you ll ACCOUNTING Postad Oda Detail Report trigger End of Day Reports process E TE A ifs F seit by clicking on Utilities and selecting End of Day Reports BASICS Notes Time saving Notes will attach to orders with just a mouse click These notes are helpful reminders to customers or direct advertising Botze qahri tan D eed meee ed pp peice rap about special discounts or stored Ka Estas ln ses se aes a list of your Recommendations THU Moa wh DK Sour exhtsees e erter et denk eraskina a Note Program comes with some notes already prepared Enter Notes into program now or add some later This concludes rep assisted setup please continue on with Self Setup Putting Management System to Work 21 Section 2 Self Setup Options Although you ve worked through the basics with your rep you should continue working through the following section for maximum benefits from your program Screen View Screen View
24. edit or delete Title descriptions as necessary Be sure to leave the first line in this table blank Putting Management System to Work 25 Location Note Program comes with a list of Location descriptions This will be an item on your Get Ready checklist Status Note Location descriptions are used to help keep track of where vehicles are located at your business These can be very important to a large Shop with multiple parking areas You can add edit delete descriptions of common vehicle locations in or around your shop at any time Status allows you to maintain a common set of repair status descriptions These are handy for the service writer or manager when customers call about their vehicle You may add edit delete these as you wish at any time Add Comeback so you can note these on anaes your Work In Progress screen Program comes with a list of Status descriptions This will be an item on your Get Ready checklist 26 Section 2 Self Setup Options Follow up Postcards Letters and Mail Merge Follow up allows generation of pee cele ia Postcards and Letters even Mail TaN LM Ss Merge letters so you can send out reminders recommendations Kate arri Magee erie and announcements to all of your Wiki Kes Cepia ipoh A customers 1 Weg Merge Lotions Program comes with sample eas Follow up Postcards and Letters which you may add edit delete Refer to your User s Guide for
25. ent system is ready for start date GET READY Confirm Entry of Shop Information 34 Are We There Yet Almost You ve completed all Setup options now confirm entry of all these real world settings to make Sure your live program is ready This is not complicated To ensure it runs as smooth as possible spend time on this area for best results These steps prepare the program to get right to work for your business They include entering customers amp vehicles technicians vendors parts part kits canned jobs and reviewing your business information Shop Data report Once these areas have been considered proceed to the Get Set Checklist e Your Best Customers with All Their Vehicles Entered e All Your Technicians Entered e Your Vendors Entered e Parts in Parts List Service Writer OR Inventory List Management Entered Part Kits amp Canned J obs Entered Your Standard Institutional Notes Entered Any Additional Symptoms Entered Promotions Discount Coupons amp Packages Entered Your Specific Location amp Status Information Entered Double Check Your Program Settings see Shop Data Report A RRR RR Two Days of Invoices Entered excellent practice real data Note Be sure you re using the live program for all of these exercises If it says Demo at the bottom of your screen exit demo and click on Program icon Section 3 Get Ready Get Set Go LIVE Enter Customers amp Vehicles With this information in
26. fault to Screen off Program will then automatically print the quantity requested in Reports Printers setup vendor Setup Technicians Setup Report Printers Estimates HepartiPrinier Select ina Select the printer and Select Report report type to complete EST with Howa S your selections Se Sgr ng Mitchell recommends printing GE EE two estimate copies for both PITEN jnen Hw Son Tessin customer and shop and two I Foa Laan aes eer i i j x rac Fords Miete Li invoice copies customer and M Toch Workakani ns ue Lise file chee Ma ol Capio Te Prim T Report Printers Repair RepartiPrinter Scierie Orders EE SE Select the printer and Deene 7 report type to complete 0 irraica HPF incerta 4 Pius your selections T Crit Sch Defech Pasten Deet Front ke Zap Microsoft Windows will M Label reked Heals Infearsation provide default printer Fallee op Leier P automatically but you may ae Fao Printer Ma of Cer Te Print mo Cancel To select different printers for the various types of reports Putting Management System to Work 19 BASICS Reports Printers Cont Report Printers Invoice Select the printer and report type to complete your selections Mitchell recommends printing two Invoice copies for customer and shop s file Report Printers Labels Select the printer and report type to complete your selections Report Printers Technician Worksheet Select the pr
27. her proprietary right of any third party ShopKey is a registered trademark of Snap on and MRIC used under license herein Mitchell and MRIC are registered trademarks of the Mitchell Repair Information Company Microsoft is a registered trademark of Microsoft Corporation Windows is a trademark of Microsoft Corporation Printed in the USA Table of Contents The Management Training amp Setup OvervieW ccessecceeeeeeeeeeeeeeeenees 1 Tips for a Better Software Launch Evpertence 1 NU OO UCU OM EE 2 Section 1 Basic Rep Assisted Setup Areas ccsscseseeeeseeseeeeeeenes 3 my ave ee DINE EE 3 STE RE Me LE 4 BASICS SNOP mic 74 1 EE 5 BASICS EE 6 BASICS ADO EE 7 BASICS Pans Discount Tane EE 8 EEN 9 BASICS e ul Tei Te Le EE 9 BASICS Income Cash Accounts Payment Tvpesl 10 BASICS Standard ACCOUNIS carronar A ee 11 BASICS Account Classes evenuel 11 BASICS Marki E 12 Markup Percentage vs Gross Profit 13 Parts Markup amp Gross Profit Projections Table ccccesceneeeeeees 14 BASICS Price Markup Mais 15 BASICS Pans PAGNO EE 16 BASICS Technicians SetU derenan E 17 BASICS Technicians Setup Comte 18 BASICS Seele 19 BASICS Reports Printers Conte 20 BASICS End of Day Reports cccccecccceeeeceeeeeeeeeeeeeeseeeeseeeseeesees 21 BASICS er 21 Section 2 Self Setup Options cccesssccssseceeseceeseeeeseeeeseseneeseneesens 22 SEELEN 22 Estimate RO Validations
28. inter and report type to complete your selections Repeat this process for your Counter Sale Default Printer Labels and Fax Printer all not shown here as needed 20 Keporti rinter Selection Repo Bide Conte Sale Default Pasties Labak Peis Letters l Tech mk rieel Pew Primier Report Primer Selection C Rapai Orie jiane D mae Dafsalt Pinte Lepage O Repi Drot immiss O Cmim Sale Default Pasties Labuk Ebert Mipit KY san Hauis Select Fraien HP Dekel RoC Dehu Pami bo Serene lle Hamia Inline Include Comment Iechrie Signetuee Lima Ho of Cones To Pri fl fence Speech Repo t Steck papu miim er webm be D Sadect Prier HP Lasralet 4 Pius w Dalai Bug be Semen Tinie eae Il Ebert epii E npanded Woksheet w Charged hourt Select Fraien HP Laseciet 4 Pjur Section 1 Basic Rep Assisted Setup Areas BASICS End of Day Reports The End of Day Reports setup is where you Sa Utilities Inventory select which reports will be run automatically as Standard Descriptions batch operation at the end of your business day CES Stee The example below has several reports tagged Shop Data Setup to be run at closing time Vendor Setup This batch operation saves precious time at the Technicians Setup end of every business day Additional reports may be run from the Reports icon at any time _ Reports Printers End of Day Reports Consi
29. invoices That s less to remember every time Standard Tables EN Labor Rate Fleet Rate Electrical Work Computer Diagnostics If You Bought Parts If U Worked on It 1st Note Line 1 is always the default Labor Rate and is added automatically unless you choose otherwise Please enter Labor Rates currently used in table below Labor Rate Table Labor Rate Descriptions Labor Rate per hr 1 Default Labor Rate O o Po S Putting Management System to Work BASICS Parts Discount Table Parts Discount allows storage of up to 10 levels of discounts Parts entered on an estimate or RO reflect any discount defined in customer Type Prices for one or all parts can also be changed at order item level Parts Discount Fleet Discount Rate AARP Discount Government Discount Family Discount In Laws Give Me a Discount Top entry will be used as default Parts discount Notes Tip Keep value on Line 1 at 0 or you In addition to defining Discount could end up with automatic discount level for customer these values on every part you sell Negatives work with Alternate Price values ex 10 will instead add found within part records in your percentage to normal parts charge Parts List or Inventory List Please enter your Parts Discount if any in the table below Parts Discount Description Discount 1 Normal Default 0 1 always zero ee FE J A Booo S A 5o J A So o o A Bo
30. ire Package level or individual tire part records This setting insures that part record appears within tire selection list Fem Ligh ar Fe Peep Aad Harmd Wamani S Aig Fi End Vawp 5 bith Tire Packages are applied to orders via Promotions icon on Order screen For a detailed description of setting up and applying Tire Packages consult the User s Guide Self Instruction Guide Help F1 or Training Videos Promotions Brake Packages Brake Packages are groupings of brake part and labor operations to create packages of varying levels to offer to your customers To add or edit a Brake Package select Brake Packages from Setup and then Add Edit in Packages Setup dialog box Program comes equipped with sample packages for Silver Gold and Platinum tn combination with Front and Rear brakes You can edit these packages as desired Please note that these are generic or representational parts that will need to be replaced with specifics on the order Brake Packages are applied to orders via the Promotions icon on the Order screen Aplaz Bar hea arabes Fenn Diet Droen Feen run Deg ra Fee Pure Hr z es Feet Omg Drot ra Rem Esc Brakes Eege ec Brake Bea Dir Dr en Dez ite Drot es EE Bn Metal Banke Bags Setup few Oren Brat Ss 2M L egece Dest Braka Pais Utilities Inventory Standard Descriptions Standard Tables Shop Data Setup Vendor Setup Technicians Setup Reports Printers
31. is another way to customize what you can see or how the program works Show Symptoms on New Orders will make a Symptoms screen pop up display when you Start a new order ibar mi rass mn a Dam L ck mam r Urbek One Start Toolbar creates the F6 Start icon EA to start Estimates and Repair Orders faster Screen View Recommended Yes No Estimate RO Validations amp Invoice Validations When you print an estimate repair order or an invoice software uses Validations to checks for missing information You ll see a warning and dialog box to enter that information quickly and then proceed to print 7 F mae n ee m len be Terma lee Fapa iem nii MORe eiye ee bhia ai Dp bar WOU mipi g bem br lies e ede b Te m fae n y ap as E i MO eee ke a p pe LE T degt pods mihim ire i rai ha a mie rrd lt deppei rs s n Feet me ei ede e en ba man mean enor m dir ol W bmm M p mieng Note By default ALL validations are automatically enabled We recommend leaving all of these warnings turned on unless you have a specific reason not to use any validation s If any of these pop up pressing Enter allows users to continue on to the printing process Late Fees Late Fees option provides users with a method to automatically calculate late charges for customer charge accounts Once you ve read the important NOTICE below place a check in Apply Late Fees to activate and begin setup process Tip Be s
32. is eliminates the need to have an installation CD loaded The latest copy of the User s Guide may also be downloaded from http www shopkeysupport com docs Putting Management System to Work 1 Introduction What Should Do Next To Go LIVE With Management Now that you ve learned the program s basic functions book 2 you need to customize your software to match YOUR business Before using it to create real estimates and orders you must enter some basic information into it Save time and effort later by completing as much now before going live This makes the software easier to use and it provides desired results faster This Go LIVE workbook consists of three main sections Section 1 BASIC rep assisted setup areas Basic setup includes Default Settings Labor Rate Tax Rate Income Cash Accounts Technicians Reports amp Printers Markup and Markup Matrix etc Section 2 Self setup that users complete for further customization Self setup includes Category Part Codes Location Status Followup Packages Symptoms Screen View Validations and Program Security Section 3 Final data entry review settings checklist to go LIVE GET READY Review Program Setup and Task List Put all your information into the program now if you did this as you went through workbook parts 1 amp 2 above you re already there GET SET Final Countdown LIVE Checklist By now everything is setup according to plan for a successful
33. launch GO Set Starting Invoice and Begin This is the very last thing to do before going live Use space provided in this book or have program Setup open to Te each tab for entering your selections directly This will allow you G etup to finish and go LIVE sooner Open Setup with this icon Note Be sure you re using the live program for all of these exercises If it says Demo at the bottom of your screen exit demo and click on Program icon Section 1 Basic Rep Assisted Setup Areas Your Sales Rep will assist you in these important setup activities These activities must be completed before using ShopKey Management System in your shop BASICS Shop Data 1 amp 2 This is where you enter your own shop specifics these automatically appear in all printed output estimates repair orders invoices tech worksheets management reports etc Please enter Shop Data about your shop in spaces below Shop Name Shop Data ztenfat F wen Aiit Aip ra tang 1 T ET CAE E EE Street Address TE ban tr aed ia i nii ee ee A EEN T spenr GEE Abai ya a WE e i B L SAL il pal chop Thin hng wap Oe Shap tote bali Sete z Nei j j Zip Postal Code See i g t ai risnu prints d ip l ag ki ee pSnep haia agas Too City l be feet D SE ees E eis Th wil realy nert ibian 1S Siehles tater Ae neama pl ng anid 8 remade Dt AT EIS ore Zp Gap Hote HAS Prasa j State Prov rE ES Ey D TA aeda Pima nern PIAS ATA m
34. messages No more taking time to dash off a handwritten note about a vehicle hazard or missing a chance to inform your customer Each User Note includes a short title field to confirm you ve got the right note and the main body message that will print on your estimate order or invoice NOTE If you press F2 the program will check your spelling 38 GET READY Confirm Entry of Shop Information Enter Your Additional Symptoms Symptoms Make Program Better Suited to Receiving Incoming Vehicles Customers bring in vehicles because they have observed one or more problems By having a Symptoms list it makes it easier to receive the vehicle and get started on diagnosing the problem and later recommend more specific repairs And because you are working with standardized labor charges there s no guesswork or giving away shop labor We recommend entering any general Symptoms you may repeatedly use This is very helpful in keeping multiple service writers aware of what the other is doing Enter Your Promotions Discounts amp Packages Program now includes specific Tires Brakes amp Lube Oil and Filter package areas If you decide that these more specific Promotions better fit the way you do business refer to the Program User Manual and the Program Self Instruction Guide for more information Progressive repair shops know that it takes flexibility to stay on top of business By having discount coupons and packages specials ready they can
35. o Wires co T fei Peeing ka Lech West hear Ses Phe E HNark F Kee bach gn Se tepe edu Piona Mask SOE CES EAT po Maske Ee p z ial Dei w ia 3 E OO Emig b Aerm g s HI L eezes Lonmin EX Please enter your shop information in the spaces provided below Default Settings Your Inputor Default Settings Your input or Recommend Recommend Area Code _ Convert INV to RO on Change lt Yes Service Writer Incl Recommendation on RO Cash Chk CC Update Labor Time From Total Use Phone Mask Don t Prompt Tech Worksheet Balance Due a Yes Perform backups on Program on Exit Warning of Days choose at least one Locations backup drive path Note We recommend entering Please Select as Labor Tech so Pay hrs amp Actual hrs fill in automatically also provides labor cost for F12 Profit Wizard You MUST backup the management program on a daily basis To protect your business data assets an lomega Zip drive or USB Flash drive is best We strongly recommend using more than one disk for data integrity We DO NOT recommend tape drives or CD RW drives as they don t start automatically and may not perform as expected ZIP drives and Flash drives are fast easy to use and give everyone one less thing to worry about 4 Section 1 Basic Rep Assisted Setup Areas BASICS Shop Hazmat Program can be set to automatically add Shop Supplies and Hazardous Material charges
36. oo J A Booo O A 10 8 Section 1 Basic Rep Assisted Setup Areas BASICS Tax Rate Tax Rate Table allows you to maintain up to seven different tax rates Most shops have only one Line 1 should have X in Default Note Line 1 is the default tax value This is the global tax setting program will apply Use Tax button on the Customer or Vehicle screens to make exceptions Each Order item part labor etc has Tax button Je ft ed H am Compeend Tees Note Program ships with Tax flag Compound Taxes Canadian PST on Tax will be 0 until you enter GST is added using 6 and 7 current tax rate You can change any customer to non tax status later Please enter the Tax Rate s you currently use below Tax Rate Description Material Rate Labor Rate Default 1 Sales Tax SES BASICS Compound Taxes Compound Taxes Table allows you to set up Compound or excise taxes at the Inventory Parts List level if you are required to do so This might be c tires with an Excise Tax as EE percentage If the tire tax is flat Tae E2 i thew soph the ee amount create a tax part and use Attached Part method Note Inventory Parts List items must have these taxes checked to use Please enter your Compound Tax rates if any in the table below Description Rate GL Code Txt KEE Putting Management System to Work BASICS Income Cash Accounts Payment Types Income Accounts are the
37. parts hefty discount with company fleet business Joe discounts the 140 retail selling price by 30 and takes off 42 Joe doesn t realize that he is selling the part 100 cost for 98 2 less than what he paid Instead of still making 10 on the part he lost 2 Question Is this why Joe has a hard time making ends meet Retail Selling Price Bill s Discount Joe s Discount Price 98 2 net loss Act III Using Gross Profit to Determine Retail Selling Price Joe the shop owner service writer wants to make a 40 gross profit on every part he sells Todo this Joe must add 66 to his cost on the alternator and sets the retail selling price at 166 Part Cost Added to Cost Retail Price Gross Profit 100 166 Act I V Discounting After Using Proper Gross Profit Ben comes into the shop and needs to buy that same alternator Loyal customer Ben gets a 30 discount on his parts Joe discounts the 166 selling price by 30 and takes 49 80 off the retail selling price Joe s not making much money this time but at least he isn t losing any money selling the alternator to Ben at a 30 discount Retail Selling Price Discount Discounted Price 166 30 49 80 116 20 Putting Management System to Work 13 Parts Markup amp Gross Profit Projections Table Added to Gross Profit Cost of Part Part Sale Added to Gross Profit Added to Gross Profit Cost of Part Part Sale Cost of
38. place you ll see improved shop workflow right away If typing is not your favorite task you may want to consider hiring someone to enter it for you The Shop Management Entry Screens included with your Program Installation CD may be just the answer for a person to enter this data from outside the management program This can be installed on any PC for input tasks then transferred to work PC See below How to Enter Customers amp Vehicles 1 From within management program Use the Utilities Customer Screen method to enter customers amp vehicles This is explained fully in the Self Instruction book review as needed 2 OPTION Outside program Shop Management Entry Screens For larger input jobs to be performed outside management program install the Shop Management Import Utility Package See instructions below NI 1 Insert management program install CD P Ep Mem Frot Took Hao 2 Navigate to D UTILS IMPORT Ora CH E Par example shown at left Ee ET ca 3 Double click Setup exe select to Wee install input screens amp import utility GEE bing File nr HOF Pik 4 Once installed go to Start Programs pa eee aera find Mitchell Repair group to activate Gent ben EE BIW Fie Su eise bangs TAIE Hirap irag GHEE ipb Import Utility Esop ri IIE Configuration 2 au an ISERP He File ae Shop Management Entry Screens Exe Import folder on install CD 1 Start Entry Screens exe here ee oe ee ee p Eaha NOT
39. rintouts Please attach a clean readable copy of a shop invoice to this page Your program comes with generic standard disclaimers You can customize these or rewrite them entirely For Spell Check function press the F2 key Note Ensure that all your disclaimers are written in accordance with your local state and federal laws atic o B ap Ms _ Irea l Casin Saa 1 fein satire Far ales epee mmh ee dee sey ef the geed nores Pe pib bie bie ri Tee agmi iet E ating Sheaane Lars Debatt TE ans OF AHC CW d s Tey ey Ca bo ee eed ct penton dora Geesen I rips DOON wn CSTE minion Fa a le eal le iaaii pone AC aa alera H chai rei bo aeltemio the oe vice mt ters ed leani pi barks CHin miar py bapi eee y GiPom Mh BECA ELE FHR LOES Ger DEE IO CER ALES LEFT IK CANS H CASE OF ARE THEM ON ART DIER CAUSE FZ ji iph trea Hone Tal haia 110 ee SS rain AE MBH Sah ge Pea bidia Eis jaye a be a ae bnper Ge cred ater Seeger E See Te thee pogacg Te ierg ee getelaug Ae epee F ikag r bes ra Iesrig a szegdte er ae zm e oak io eC e aun pada hale Water t on pests and bebo D pg spot Oo iR DDD wieght ore bn barip ert bas La br ered eee m am seg Ch eee ka gard ceed i LE Section 1 Basic Rep Assisted Setup Areas BASICS Labor Rates Labor Table stores up to 10 different shop labor rates for use Customers can be defined with any of these labor rates as default for their estimates orders amp
40. satisfy needs more quickly We recommend entering any Promotions you may use repeatedly Enter Your Location amp Status Descriptions Nobody Knows Your Business Like You Do No one else has the exact same locations stalls parking etc that you have You may use different Status ready waiting on parts etc comments at your shop than those provided with the program Why not customize the program further to match how you do business We recommend entering all Location and Status information This is very helpful in keeping multiple service writers aware of what others are doing Putting Management System to Work 39 Double Check Your Settings 40 For the same reason you wouldn t let a customer take a vehicle without taking it for a test drive you need to be sure your settings are correct right from the start We ll print a report with details about your program such as settings and defaults These save time by automatically entering the most used values Be sure all program defaults are set properly first Printing the Shop Data Report Step 1 Click on the Reports icon select the Management tab Step 2 Double click on Shop Data Report program prepares the report for printing If default Print to Screen is on it will appear as screen preview first Click Printer icon to create hard copy or click X to close Reviewing the Shop Data Report Step 1 Since this represents how defaults are set please look it over ver
41. the User Guide and Online Help for more detailed information definitions 16 Section 1 Basic Rep Assisted Setup Areas BASICS Technicians Setup Technicians Setup allows you to add edit or delete Technician employee information Utilities Inventory We have supplied room on the following page Standard Descriptions to write in information for two technicians Standard Tables Enter data for two technicians here and any Shop Data Setup remaining technicians as part of your Get 4 Ready task list to go LIVE Wee Technician Setup information Technicians Beien provides the basis for the Technician Commission Report It also helps you figure out your shop s profit margin on a job with the F12 Profit Wizard Note Some employees may require more than one entry If a service writer manager occasionally gets Edit Techniciam b o o f k h Hamo Last Firat Chacbonnoey Wayne a labor commission for work he Cr er would be setup twice once as a Zp Dis Sake BC cA Tech and again as Service Pinne Jore zt 239 Ex Writer Manager seit at Techn waga Info Tabaki Type Hem rap ei zee 10 D I Service Wier Pay Pood Haure Je C Hanapn Dale Comes pie Laba Zaepmassg Dibia opgestan Free pain Tree sak Tyee Hane i Ha 50i Hate AE DE Lal In mes See On the next page blank Add Technician screens are provided for you to pencil in information for adding details for two technicians Putting M
42. tion List the Manufacturer s Suggested Retail Price MSRP Sbars or Lablse bl edad Tahiri Sl esdad Deppeptnes Paris Pring LG Tir aagi TD Ge up bp base fren atich a pama Sak entordi Cruise Fiki ciaj A6 Cosi ime he Harap Wabia Toaig ardianga he Harian Make got hie Brkob arkuen HaTi lab in a Stated ed Tabes undar Sehup L t fit aniei Sug pe ete Faji Frics aA Py a compete definiign of barea io peace eed ai ie end Sale amgeg will bea Cruise weer Lie o Hack Ring Py res When the radio button selection is changed the rules for the new selection will go into effect The new rules will apply to newly created Estimates and Repair Orders The new rules will not affect Estimates Repair Orders or Invoices created prior to this change If a prior order is opened and a part s line item is edited or added the new rules will apply only to that part s line item When a part from a canned job parts kit or inventory ShopKey Management System only are added to an order the part s Sale amount will reflect the current rules The program will attempt to ensure you don t end up with a Sale amount of zero If you chose to calculate Sale based on List and no List amount has been entered for the part the program will use the Price to calculate the Sale amount If you chose to calculate Sale based on Price and no Price amount has been entered for the part the program will use the List amount Refer to
43. ure to watch the Late Fee training video to see how to setup the Account Class Revenue for Late Fees to appear for selection below in drop down list Account Late Foss oer Dav Va of Worth eure Cumuletive vere em Fee mement Options C Fial Fes Amount o an mm Han Fes 50 00 Me Fee 9 CG Z eren Pecentage of Dalegp p IAPR NOTICE Before enabling this feature you must consult local and state regulations regarding late fee practices Please be advised that Mitchell 1 is not responsible for ensuring your compliance with state and or other law regarding the assessment of late fees or other interest charges on outstanding invoice amounts Mitchell 1 will not be held accountable for any misuse and or failure to comply and will not be responsible for any consequential financial or legal implications Late Fee Setup Values Account hate Fees Fee Reminder Day I gnore Cumulative Overdue Balances if Below This Amount Fee Assessment Options Flat Fee or of Balance Fee APR Putting Management System to Work 23 Category Category descriptions are helpful to organize and filter parts amp labor items for faster access when estimating Categories also Make reports H Tantana Aedes k Daysha more meaningful and easier Bamar to read Shops can use these Ke to track which job categories Loi are profitable or not Eem Taa Engines Mecharmcal e Enges Deziepnsnce Teng Use the sample Categories
44. utonet id Dal aa Papar ug E stonn AP Gnd Agee pec Dede ASP Gud borsen eusles Sale a Ged Pentel Beete Tider Ged Posts Lise Dide sc Lean Lene Dida Ged ubi Lins Onder Gest eter Line Te Erckogeatg M t riese Changs Lag Coia Msani Della You are now ready to go live with ShopKey Management Service Writer Putting Management System to Work 43 Congratulations If you ve successfully completed the following Teach Yourself Management System book 2 DEMO Putting Management System to Work book book 3 LIVE You re now ready to start using your ShopKey Service Writer Management System program Your business will be far more efficient profitable and daily work life just got better for everyone Thank you once again for your ShopKey purchase CP SHOPKEYS sexe Mao GO Set Starting Invoice
45. y carefully Are the right program options switched on This data will appear on ALL paperwork so it s crucial to be correct before you begin Step 2 For changes proceed to Shop Data Setup or Standard Tables Step 3 Some additional options Shop Data Default Settings do NOT appear on this Report Since they also impact the program please consider Shop Data Defaults Description M Bal Due Warning on new order Balance Due Warning box displays when it days past due 30 a new order is started for any customer with overdue balance Select of days M Include Tax in Estimates Check this to estimate with taxes Note If HazMat and or Shop Supplies defaults are set to ON they will be applied too Perform backups on This setting triggers a prompt to copy your Program Startup database and program settings files to a vd Program Exit backup location when you answer Yes It TT End of Day is possible to select one two or all three settings The lomega ZIP drive or USB Location E your Zip Drive flash drive is recommended for backup Just enter the path drive letter only E to your backup drive in Location GET READY Confirm Entry of Shop Information Enter 2 Days of Invoices Become even more comfortable while learning how program works Since these are paid orders you may enter them as Invoices If you want some additional practice enter them as Estimates or Repair Orders and then run them through

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