DieselPro User Manual
Contents
1. Only invoices with both IBS ARI Acct and IBS ARI App Code fields on the Invoice will appear in this screen Use the following procedure In the SysMgr enter Y in the Use IBS ARI Option Y N field on the A R SO Tab Enter the IBS ARI Account Number in each Customer s setup on the User Fields Tab At the creation of the new invoice make sure both fields are populated Network Access This procedure may be used to create an icon on the Desktop of a WinXP Pro workstation and link it to a server with DieselPro installed While other operating systems may vary somewhat the process is much the same Right click on desktop Select New Shortcut Browse My Network Places Select the server with DieselPro installed Navigate and select the drive containing DieselPro normally C Locate and select the default folder dPro Locate and click on DPRO EXE DieselPro executable OK Next Finish Right click on newly created icon Select Properties Edit the Start in field to be the same as the Target WITHOUT DPro exe NOTE You may simply Copy the contents from the Target field and Paste into the Start in field then remove DPRO EXE from the end of the line in the Start in field The same procedure should be followed on all workstations that will access DieselPro DieselPro is a shared relational database program Your network hardware and operating system are responsible for the network connectivity file and record locking and authorized network2. Transaction Date specified Exact copies of both files are made with the QuickBooks IIF extension The Excel files are provided so users may examine the data without disturbing the QuickBooks files The destination of the four files is determined by a DieselPro batch file xqb bat in the working folder Users may edit this file as necessary QuickBooks import should be run immediately after exporting the data from DieselPro as the four data files are replaced each time the routine is run To work properly QuickBooks General Ledger account numbers MUST match those in DieselPro AND the State Sales Tax Vendor Name must match DieselPro export to QuickBooks feature has been certified by R Dale Rose CPA and Intuit QuickBooks Schedule PM Service PM Tickler Report Main Modules Accounts Receivable Create Customer Sales Order Highlight Customer Click Sales Work Order Add or highlight Work Order Change SO Detail Click box at the right of VIN field Highlight Vehicle Change Select Service Frequency Enter Start Date Enter Start Hours if applicable Enter Start Odometer if applicable Enter Serivce Interval OK Select Exit Save and Close Exit Exit e 1 Li 1 Li 1 1 1 Li 1 Li 1 1 1 1 vu a A A D s 7 oO ne eo 5 ct 1 Li 1 Li 1 Li 1 Li I Li 1 Li i Li Reports Vehicle PM Tickler Report Print or Exit Tracking Core Returns Main Modules Inventory Control Core Returns In
3. access Login Logout not used in all versions To Login DieselPro Enter your name Click Login Logout To Logout DieselPro Click File Save and Close Click Login Logout ATTENTION SINGLE USERS If DieselPro IS NOT properly closed a subsequent attempt to login may fail in single user versions Contact Data Image for DieselPro unlocking procedures Phone 270 782 0808 Email support dieselpro biz Include your company name and phone number Spellchecker Follow this link http tinyspell numerit com Two versions FREE and ALMOST FREE VOS Virtual Office Systems Login Follow these steps to access the DieselPro Cloud demo 1 Make sure you are using a supported web browser IE or Firefox Chrome is not fully supported and safari is not supported at all 2 Open your web browser and navigate to https go vospro net 3 If you are using IE then add https go vospro net to your trusted sites list and set the security to low If you are using Firefox go to step 5 4 Restart IE and go back to https go vospro net 5 Click on the link below the password box to download and save the Citrix and printing client bundle 6 Navigate to where you saved the zip file and extract the files 7 For Windows run Screwdrivers Client v4 with Citrix Receiver Web 3 4 for Mac run the exe located in the MACOSX folder note these must be run elevated or run from an account with admin privileges 8 Reopen IE a
4. DieselPro User Manual Getting started Download and install DieselPro 10 day Evaluation package from one of these sites www acctpro net www dieselpro biz www dataimagesoftware net www topspeedsoftware com DieselPro Cloud Demo see login instructions under the VOS Login section Company Setup Run DieselPro Press ESC at the splash screen identifying DieselPro and the company name From top menu bar select System Select System Manager Click Exit the password is blank Click Change Change company name and address Click Printing Tab Enter company name and address as necessary Save and Close Exit Adding New Customers Main Menu Accounts Receivable Create Customer Sales Order Insert New Customer Tab through fields entering data on Contact Info screen Enter data on Customer Setup tab Enter data on Credit Terms tab OK Exit NOTE Sales tax will be calculated using customer s data Modify Vehicle Equipment Database Main Menu Accounts Receivable Create Customer Sales Order Select Customer Sales Work Order Add New Sales Order Click box next to the VIN field Insert Enter VIN all other fields are optional Click OK Select Close Save and Close Exit Exit Modify Inventory Main Menu Inventory 1 Stock Inventory Insert Tab through fields entering data as necessary NOTE Control Num is system assigned do not change Enter or scan your Part Number in VenditemNum field Sel
5. ect VendID 000 House account Labor tasks should be Grouped as LABOR Enter SRP selling price Click Taxable if applicable If non taxable select Non tax Type user defined field Under Detail Tab enter Secondary Description for Labor Tasks OK Exit Reserved Inventory Control Numbers 9906 IBS Interstate Billing System 9907 FREIGHT 9909 LABOR Inside 9910 LABOR Outside 9911 LABORCODE For use by Internal Component Rebuilders 9990 SHOP SUPPLIES 9999 NON STOCK PART Create Shop Work Order Main Menu Accounts Receivable Create Customer Sales Order Select Customer Click Sales Work Order Add New Sales Order Sales Shop Work Order header screen make changes as necessary Save and Close Click Change SO Detail button to add line items SO Detail Add Line Item Enter Part Number or press TAB to open Inventory file Highlight item to sell Click Select Exit Tab and enter quantity ordered Tab if necessary to change selling price Click OK Save and Exit Save and Close Print to view Shop Work Order Exit Exit Create A R Invoice Main Menu Accounts Receivable Create Customer Sales Order Select Customer Click Sales Work Order Select Sales Shop Work Order Click SO Complete Create Invoice Click Yes Click Insert new Invoice Click OK Click Print Review Invoice Exit Exit Receive Payments NOTES Most fields are optional Pay Type drop down is a user defined fie
6. ld If the balance to pay is less than the invoice balance due choose to pay the check balance If there is an over payment whereby the check balance is greater than zero with no invoices to apply click Create Credit Invoice This feature may also be used to create a customer credit invoices without paying Main Modules Accounts Receivable 3 Receive Payment Process Credit Invoice Select Cust Highlight Customer Select Enter Pay Date tab Enter Deposit Number tab Enter Check Number tab Enter Reference tab Enter Check Cash Amount tab Change Payment Type if necessary Click Apply Payment Pay Balance Due Yes Exit any invoices Point of Sale Optional available on VOS Cloud Click Point of Sale POS Select Customer Highlight Customer Select Click New Sale Click Add New Line Item Click Item File or enter Part Number Highlight Item Select Tab to Price field and change if necessary OK Repeat process to add more items to sales order Click Receive Payment Select method of payment tab Input data as necessary Click Charge Post Payment Review Invoice Rectipt and print Press ESC 3 times to close screens File Exit Quickbooks Export Routine Other Modules QuickBooks Utilities Export to QuickBooks Enter Transaction Date Click Process A R and A P Choose to use default SysMgr or SODetail accounts OK Yes NOTES By default DieselPro will create one Excel file each for A R and A P with the
7. nd go back to https go vospro net if not already there 9 Logon with the following credentials a Username dpro1 devcomp1 b Password Dieselpro22 case sensitive 10 Single click the DieselPro Cloud program icon to launch DieselPro Cloud program will take 15 30 seconds to open DieselPro Cloud 270 782 0808 support dieselpro biz
8. sert to add core Change to modify record Enter Core Part Number Enter VenditemNum part number Enter Core Unit Number Enter Core Serial Number Enter Core Description Enter Group and Mfg Enter Quantity Returned for Credit Enter Unit Value tab Click button to the right of the SO Num field and select the Sales Shop Work Order Customer Number Customer Name and A R Invoice Number will automatically be retrieved Click Select Vendor Credit Invoice button e Select Vendor Credit Invoice by using the InvTot tab Negative Credit invoices will appear at the top of the screen e Exit e Vendor Credit information will be automatically retrieved with the exception of the AP Check Number Note Most fields are optional but will assist in determining whether or not cores have been returned and if credit has been received from the vendors The last column and tab on the Core Return browse screen will show the calculated difference between the credit issued to the customer and the amount of credit received from the vendor Receive IBS ARI Payments Main Modules Accounts Receivable Receive Payments to IBS ARI Invoices Scroll the records highlight and click Mark to Pay Highlight and click Unmark to Pay if necessary Enter Payment Date Enter Check Number Click Apply Payment Click to Exit NOTES Two Payment Received records will be created for each invoice paid One for the amount received and one for 3 the discounted amount
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