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QuickTouch Reference Manual

1. Printer Setup Invoice Printer Workorder Printer Invoice WorkOrder Report Printer Sticker Printer Report Sticker Reminder Printer Slip Printer Report Receipt Printer Estimate Printer Invoice X Service Maintenance Schedule Printer Color Laser Printer Printer Setup Normally a Sage Support Technician will configure all printer settings for you at the time of the install However there may be times in the future where you need to install additional printers in your facility After installing the printer this screen will help you choose where you want various documents to go Setup Business Groups allow you to track different profit and expense categories separately For instance your business may be divided between Lube Services Repair Services Wash amp Detail Services Impulse Items etc By creating a Business Group for each profit center you can track inventory employee wages and profits separately for each group Note that when you enable Business Groups for every report that you print you will receive a report for each business group and a report for store totals plus a report for any non business group items Thus if you have two business groups you will receive four Daily Sales Reports Also note that there are no configurable options for the business groups You must go to every inventory item and service that is related to a particular business group and assign it to that group
2. 2 Log onto computer as an administrator NOTE There are different installation instructions for the different versions of Microsoft Windows Windows Vista Users 1 When you see the Found New Hardware pop up window click Locate and install driver software recommended 2 Click Don t search online if prompted 3 Insert the USRobotics Installation CD ROM into your computer 4 Follow the onscreen instructions 5 Click Install if prompted by Windows Security 6 Click Close to complete the installation Windows XP Users NOTE Computers running Windows XP will automatically detect the installation of a modem and install a generic software driver To properly use your 56K PCI Modem you will need to update the software driver with the USRobotics software 1 When you see the Found New Hardware pop up window select No not this time 2 Click Next 3 Select Install the software automatically 4 Click Next 5 Follow the onscreen instructions 226 e Discussions QuickTouch Reference Manual 6 Insert the USRobotics Installation CD ROM into your computer NOTE If the CD ROM does not automatically run you need to click Windows Start gt My Computer and double click the CD Drive 7 Select your preferred language 8 Read the End User License Agreement 9 Click Accept 10 Click Install Modem 11 Follow the onscreen instructions NOTE If you see a Hardware Installation warning click Continue Anywa
3. OK Cancel Back Fonwvard Clockin C Post Purchase Order Pa k E ES T Purchase Ordear for Sarvice Pre Pot Total Cost Of Purchase Order PO T will be Page 1 of item heseription l l Posted l Ordered Catona Reeskeed Cartons AF4479 Air Filter Restocking for all inventory on this PO will be performed Are you sure 13 00 13 00 2 00 2 00 SCAM Air Filter VAI Alr Filter 522935 Breather BREATHER 1 Breather PCY 4 Pew Valv PCV 2 Pew Valve 2 SAGE BTL 10W30 Sage Bottle 10w30 1 020 0 00 13 00 SAGE BTL SWit0 Sage Bote Swil0 1 020 0 00 13 00 13 00 76 e Inventory amp Service Management QuickTouch Reference Manual Note that you can edit the Cost and Quantity fields If a particular item was not shipped or backordered just put a 0 in the quantity or the quantity is different make the correction here After making any changes to the purchase order click the Recalculate Total Cost button Press OK to post the Purchase Order All of the inventory will be restocked into your system automatically After posting you will be asked if you want to print an inventory restocking report Check List Maintenance QuickTouch allows you to configure as many check lists for your services as needed Check Lists are the 20 Point Check that are generally included with full service oil changes Check Lists can be created for any other service and you can assign two
4. QuickTouch Reference Manual e Extra Labor This would charge extra labor if the vehicle exceeds the Quantity Included amounts There are various methods to compute the extra labor Xquan and X1 Xquan will charge the Extra Labor Amount for each item over the Quantity Included X1 will charge a one time fee no matter how much the Quantity Included is exceeded e Ask For Quantity will prompt the technician for how many of the item was used e Default Number From Last Visit On the customer s next visit this will let the computer remember which part and the quantity of that part used on a previous visit e Ask For Stock or Pop Up List The Ask setting will allow the technician to type in the part number or allow Chek Chart to suggest the correct part number This should be used for Air Filters Oil Filters PCV or Breather as the Chek Chart database tracks these parts It can also be used for item groups like serpentine belts where it would be easier to just type in the part number than scroll through a list of belts The Pop Up setting would be used for groups that are not tracked through Chek Chart or where it s easier to view a list than to type in a part number as in the Oil inventory group e Required This will force the technician to choose something from the list Otherwise if not required the technician can cancel that particular part Generally all parts should be required except in the case of maybe a Tune Up where you c
5. There are three types of comments supported in QuickTouch All of the comment fields will allow you to either type the comment manually or to select from a pre configured list The three types of comments are e Work Order Comments e Customer Comments e Service Invoice Comments Work Order Comments These comments are available when checking in a customer and will print out the WorkOrder Work Order comments are best used to indicate special instructions or information that the lube technician needs to know before working on the vehicle Some examples of Work Order comments are e Special Tire Pressure e Check Lights e No Vacuum QuickTouch Reference Manual QuickTouch Reference Manual Customer Comments These comments do not print out anywhere but remain in the system and will display on the customer information page on check in and check out Customer comments are anything you want to remember about the customer but not necessarily vehicle information Some examples of Work Order comments are e Always Replace Air Filter e No Personal Checks Accepted e Senior Citizen Discount Service Invoice Comments These comments will be the most utilized Service Comments are sometimes called Invoice Comments because they are printed on the invoice They are also stored and displayed in customer history Service comments are used either to indicate any special notes or recommendations about the vehicle or for announcements Some e
6. This allows you to change the date on the computer Computers have a BIOS Battery on the motherboard which powers the PC BIOS a memory chip on the computer motherboard The BIOS in turn keeps the date and time accurately along with other hardware configuration information even when the computer is unplugged If you find that you need to change the date or time often this battery may need to be changed The batteries normally have a life of approximately five years Note that changing the system date may activate a QuickTouch security feature that will require a password from Sage Also note that if you have several computers you will need to keep the date and time in sync on all of them manually QuickTouch Reference Manual System Management e 161 Change System Time This allows you to change the time on the computer Computers have a BIOS Battery on the motherboard which powers the PC BIOS a memory chip on the computer motherboard The BIOS in turn keeps the date and time accurately along with other hardware configuration information even when the computer is unplugged If you find that you need to change the date or time often this battery may need to be changed The batteries normally have a life of approximately five years Note that changing the system time may activate a QuickTouch security feature that will require a password from Sage Also note that if you have several computers you will need to kee
7. Updated The Chek Chart database has been re structured to increase the speed of the Service Maintenance Schedule and Preventive Maintenance print outs QuickTouch Reference Manual Discussions e 181 182 e Discussions Editable Check List Add comments to specific items in the service checklists and print them on customer invoices Every checklist item can now have a service comment memo added to the customer s invoice during check out Simply touch the checklist item name and the memo text box will open Then type in the service comment In the example below Air Filter was touched and a comment was typed in It then prints on the invoice for the customer to see and is permanently stored in their Checkpoints OK v _ Cangal x service history Some Sage invoice types do not support this feature Back Forward Clockln Tal Recommended Air Filter Holes and Black with oil upon rrival Four Digit Employee Codes Employee codes have been expanded to allow four digits Add Items to Purchase Order Allow non stock parts and supplies to be added to a Purchase Order When creating a purchase order there is now added space at the bottom to enter in parts that are not stock items but that you would like to include on the order from that vendor For example shop supplies grease etc You can now type in any part number or general description into that space on the order When you receive the order and restock
8. 14 Hub 18 Installing Replacement Hardware 217 Inventory Adjustment Report 82 Inventory Adjustments 81 Inventory Check 41 Inventory Group 61 Inventory Item Maintenance 56 Inventory Reporting 82 Inventory Restocking 79 Inventory Restocking Report 82 Inventory Setup 145 Inventory Value Report 82 Inventory Value Snapshot 82 Inventory Worksheet 82 Invoice Service Comments 130 Invoice Printer 7 Invoice Setup 139 Item Listing Report 82 K Keyboard 20 L Labor Button 169 Laser Printer 7 Launching QuickTouch 24 Lexmark E232 Laser Printer 12 Lexmark E323 Laser Printer 13 Lexmark E460dn Laser Printer 7 Loyalty Rewards Program 72 MailMark Export 122 QuickTouch Reference Manual Main Menu 25 Marketing Management 123 Miscellaneous Parts Labor 169 Monitor 5 Month End 49 Month End Setup 148 Mouse 20 N Non Service Labor Detail Report 82 Non Service Parts Detail Report 82 O Okidata Microline 420Turbo 15 Owner Setup 155 P Parts Button 169 Pay Type Setup 152 Print Fleet Statements 104 Printing Reports 29 Purchase Orders Creating Editing 75 Purchase Orders Posting 76 R Reminder Card Printer 7 Reminder Card Setup 149 Reminder Cards 114 Reminder Maintenance 132 Report Printer 7 Report Printing Options 29 Reprint Invoice 40 Restore Invoice 42 Router 18 S Sage Service Manual 119 Sage Setup 154 Sales Description Report 51
9. Customer Information screen when checking in a vehicle Vehicle Button This will display the Vehicle Information screen as described in the next section LR Maint This button allows you to reset the Visit Counter for the Buy X Get 1 Free promotion Vehicle Maintenance QuickTouch Reference Manual This will display the Vehicle Information screen from which you can view History or assign the vehicle to a Fleet Account The Vehicle Notes field has no functionality beyond this screen License Plate 456 o e Vehicle Year Check Chart Active VIN Notes Note the Check Chart Active message in blue next to the vehicle year This indicates that the Year Make Model and Engine choices were selected correctly from the menus Thus Chek Chart data for this vehicle will be available Otherwise it will say Chek Chart Not Active You can also assign the vehicle to a fleet account at this time Press the arrow next to the Fleet Name field Customer Management e 113 Reminder Cards 114 e Customer Management The Reminder Cards function allows you to print your reminder cards In short using reminder cards is a strategy to remind your current customers of the service that they received at your location and that it is time for their next scheduled service The best practices are to print your reminder cards on a very regular basis such as every week you want to print your cards often enough so tha
10. Generally you will not need to use many of these utilities unless instructed by a Sage Technician The following Utilities are available 1 Daily Data Backup Change System Date Change System Time Disk Utilities 2 3 4 Database Utilities 5 6 Computer Utilities 7 Chek Chart PM Setup Daily Data Backup 160 e System Management Daily Data Backup allows you to manually back up all QuickTouch data Note that the Daily Data Backup does NOT back up any non QuickTouch information such as the Windows My Documents folder Backup Selected Start Backup This will start the backup to a pre formatted CD RW disk as selected in Backup Setup You will see a status displayed when the backup starts do not disturb the computer during this process or attempt to launch QuickTouch on any other computer QuickTouch now offers the ability to backup your daily data to the more convenient Flash Drive technology rather than the standard CD backup that you have been using These flash drives should be 1GB or larger to ensure that all your data will be saved Please see the section on backing up QuickTouch pg 175 for directions on how to set up your daily data backup for a flash drive Backup Selected This will prompt you to select a particular file for backup This will only need to be used by instruction from a Sage Support Technician Cancel Cancels the backup process QuickTouch Reference Manual Change System Date
11. Store ID This will normally be 1 except for Central Office installs Reset Store IDs NEVER PRESS THIS Print Store ID With Invoice Number This is useful for owners of multiple locations this will print the store number then a dash and then the invoice number on every invoice 1 e 32 54665 meaning Store 32 Invoice 54665 Clear All Users In order to perform a Day End and the main computer every other computer needs to be exited from QuickTouch In the event that for some reason QuickTouch thinks that another computer is still in QuickTouch even though you have confirmed that all computers have exited you can use this function Generally a Sage Support Technician will instruct you when to use this In newer versions of QuickTouch 6 5 6 and newer the Clear All Users function is incorporated directly into the Day End Processing procedure Database Path DO NOT CHANGE THIS This points to the QuickTouch database files which may reside in various places If you accidentally change or press this field please hit CANCEL so that this information will not be changed If you change this and the path is not valid QuickTouch will not work System Management e 163 Business Group 164 e System Management Print Workorder From This Computer Always YES The NO setting was used in older systems and is only available for legacy support f OK Cancel Back Forward Clockin Computer Utilities A ee eae ea J Page 2 of 2
12. You will need to recalibrate if you notice that QuickTouch is not responding correctly when you touch the screen for instance if the wrong button keeps being pressed The screen may be responding as if you re touching in a different place than you actually are Use this procedure if you need to recalibrate the screen 1 On the Windows Desktop or from Control Panel double click on the Elo Touchscreen icon a Quick Touch System Components e 5 6 e System Components 2 The Elo Touchscreen Properties window will launch Click on the Align button Elo Touchscreen Properties EZ 4 After touching the three targets you will have an opportunity to test the calibration Touch different gray areas of the screen you should see the mouse pointer jump to where you touch If it is correct press the Yes button If not press No and you can touch the targets again Lheck Yideo Alignment 5 When done you can exit out of the Properties window and launch QuickTouch QuickTouch Reference Manual APG Cash Drawer The APG cash drawer is a sturdy addition to the QuickTouch system It provides two media slots in the front a removable tray insert coin roll storage under the tray and a four position lock mechanism to provide appropriate levels of security and functionality APG provides a 3 year limited warranty on its cash drawers Positioning the key in the straight up down position and removing the key will allow
13. cabin air filter air filter tire rotation serpentine belts tune up power steering service plus hundreds more are available through the purchase of Preventive Maintenance Module For more information call 800 724 7400 QuickTouch Reference Manual On Screen Service Maintenance Schedule Service Maintenance Schedule i i Refresh Engine Oil Change Lubricant Every 3 Months or 3 000 Miles 4 800 km Date Due OVERDUE Mileage OVERDUE Automatic Transaxle Change fluid Every 50 000 Miles 80 000 km Date Mileage QuickTouch Reference Manual Service Maintenance Schedule New Feature The Service Maintenance Schedule provides a visually appealing interface for your customers to help educate them about their manufacturer recommended service requirements The SMS can be configured to appear on screen during the check in process or to print as an addendum to the Workorder after check in The on screen SMS can be reviewed and updated interactively with the customer The printed SMS is designed to be handed directly to the customer so that he can easily understand the manufacturers recommendations Printed Service Maintenance Schedule Service Maintene nce Schedule reo bee at Voacke SAGE error Lago Hara V SAGE Express Lube a EiS i ARAA aca uNcx CENTURY E ATELE FJ Catrent Militi H T Aukai Transas res Btala OWERIHIF Yaz Biat Geewlage 40 00 miiba Dik aviar My Permira Hip O
14. check lists to a particular service From the Main Menu choose Inventory amp Service Management Check List Maintenance You will be prompted with a list of your Check Lists Choose the appropriate Check List Note the Add button on this screen that will allow you to add a new Check List to the list Also note the Page 1 of X indicator If there is more than one page of checklists you can use the Forward and Back buttons to scroll through the screens If you wish to delete a Check List you need to go into that Check List first When you re viewing a Check List press OK to save any changes or CANCEL to quit without saving changes The first page of the Check List allows you to add change or remove check points To add or change a check point just type in the description in a blank box To remove a check point just erase the description When you click OK and go back in you will see that check point is gone and any below it have moved up a row CheckList Name Full Service Oil Change Paga kori QuickTouch Reference Manual Inventory amp Service Management e 77 To change the options for a check point press the right arrow You can have up to six options for each check point Not Appli Checked Je Cant Check Changed J Not Checked zi Filed 2 co Note the button Press this to configure a question for the check point when checking out a vehicle when you select that option for
15. it may be 8 00 in parts and 16 99 labor of which only the 8 00 would be taxable If the total price of the service is taxable you can simply type the entire amount into the Parts price or you can still separate out the parts and labor portions e Service Name Type a description of the service e Parts Pricing Method The Parts component of the total service price can be priced using several methods Fixed means that the parts price will be the same for all vehicles generally for most services Variable pricing will prompt the cashier for how much to charge the customer generally not done Actual Parts will charge the customer based on the actual parts used during that services this would be used for services such as Air Filter Wiper Blade Fuel Filter PCV Filter etc e Parts Taxable Yes or No This indicates whether the parts component of the total service price should be taxed Generally this is Yes e Labor Pricing Method The Labor component of the total service price can be priced using several methods Fixed means that the labor price will be the same for all vehicles generally for most services Variable pricing will prompt the cashier for how much to charge the customer This would be useful for replacing a part such as a fuel filter or cabin air filter the part itself may not be expensive but depending on where it is located on the vehicle you might wish to charge more or less for the service e Calculate Labor S
16. outside parts purchases where you purchased an item from a local auto supply store for installation into a customer vehicle Labor on the Fly will generally be used for miscellaneous charges such as skid plate removals or services you would not normally perform Using these features you will now be able to review the pricing for every miscellaneous sale and even be able to track all outside part purchases to QuickTouch invoices to assure that all outside parts purchases are being recorded into the system and priced correctly This has the added advantage of being able to track recurring miscellaneous sales to determine whether you should stock that part or offer that service as a standard The Parts On The Fly process is initiated from the blue Customer Checkout Service Selection screen during the invoicing process This is done by pressing on the Parts button displayed here or by entering a part number asked by a service that is not recognized Customer Checkout Service Selection Screen invoice i ee al Last Mile QuickTouch Reference Manual Discussions e 169 170 e Discussions Press OK after entering the part number If the part number is not recognized by the system you will be asked to Add to Invoice Press Yes here This will display the Parts on the Fly screen although here it is labeled Add Parts to Invoice Parts on the Fly Add Parts to Invoice Stock Number This is the stock nu
17. print the report for all employees or for a single employee You can choose any date range Print this report using the One Employee Per Page and Print Signature Line options and review the hours worked with each individual employee before you write your paychecks Have the employee sign the worksheet so that you know that the hours worked is correct in the system This will help ensure that paychecks will be correct the first time Employee Earnings Lists each employee Social Security number Pay Rates for Regular and Overtime hours and Regular and Overtime Hours Worked You can print the report for all employees or for a single employee You can choose any date range It multiplies the hours worked and the appropriate pay rate to calculate total earnings for the pay period Use this report to calculate payroll but note that QuickTouch cannot calculate taxes or withholdings you will need an accounting program such as QuickBooks or an outside payroll company to do this Employee Sales Tracking When printing an invoice the Recommendations screen allows you to assign four employees to that invoice in the positions of Manager Courtesy Technician Upper Bay and Lower Bay Technicians This report will list for each employee the position that he worked and what services were sold on invoices while he was in that position You can choose any date range Note that the services listed were not necessarily performed by the technician jus
18. see page 147 Employee Management e 93 Employee Reactivation The Employee Reactivation feature enables a previously deleted employee to be restored into the system This function is useful for former employees that have returned to the business Note When an employee is deleted from QuickTouch it s actually still stored in the database for historical reporting purposes To reactivate an employee go to 4 Employee Management 6 Employee Reactivation Select the employee to be reactivated and then click OK Employee Reactivation 94 e Employee Management QuickTouch Reference Manual QuickTouch Reference Manual lt lt This page intentionally left blank gt gt e 95 Fleet Account Management 96 e Fleet Account Management Increasing car counts is every operator s goal and using fleet accounts is one way to do this A Fleet Account is generally a customer who owns multiple vehicles that require more frequent servicing such as delivery services taxis local government vehicles etc In return for giving you their business a fleet account will often try to negotiate a discount or ask to be billed monthly rather than paying at the time of sale Of course the operator needs to strike a balance between profits and car count There s no point in increasing your car count if you re not increasing your profits For a new operator the first challenge after attracting fleet accounts is distinguishi
19. service name for the Gift Card that will appear on the customer s invoice For the Labor Pricing Method choose Fixed if you want the gift to be sold for the same price every time or choose Variable if you want it to ask for the sales amount Type in the fixed price amount or the minimum and maximum variable amount in the fields provided Press the Page Down twice and specify the Display Sort Order position you would like to see the gift service button appear relative to all the other service buttons Press Page Down three more times and touch Yes next to the Gift Card Service question This will make this service s sales be excluded as described above Stock Reorder Report How to Set Up Inventory Items Using the Fixed Method QuickTouch Reference Manual The Stock Reorder Report automatically calculates what to order to get each item to its Target number All criteria is entered in Item Maintenance This describes how to enter the correct information to get an accurate order for each item Follow these steps in order for each item e Order Frequency When do you make orders Every week or every two weeks is normal Ask this question first e Target You must have a target number for each item The target number is the number of units you want on hand after each order is restocked in the computers inventory Example A common oil filter has a high target number of 150 I want to start each week with
20. this fee is discounted to 19 month and 3 the scanner itself There are a few price options of scanners wired wireless etc to choose from Please call our sales department for more information QuickTouch Reference Manual Why is there a monthly charge This if for the actual vehicle decoding database and software Sage buys this database of information from Motor just like we do for the Chek Chart specifications How do I get one First you must be on the Guardian Program and must have the latest versions of QuickTouch V6 6 2 and Chek Chart Then just give us a call and ask for our sales department Below is an image of checking in a new customer a OK Cancel Back Forward Clockin Customer Check In vA K ei gt Extended License Plate PA PA Fleet Customer ae ES Vehicle Year Chek Chart Active Make Model sal In addition to scanning VIN s with your scanner you can scan barcodes for inventory management and customer point of sale coupons discounts Enabling this feature will allow you to more efficiently scan and keep track of inventory To activate inventory barcoding 1 Go to 8 System Setup 2 2 General Setup 3 Page forward 4 Touch Owner Setup 5 Page forward to Page 3 6 Touch Yes to Coupon Discount and or Inventory Scanning Multi Till Multi Cash Drawer Allows multiple cashier stations or multiple shifts making it easier to keep track of your money What is it QuickT
21. you can easily add it into your LY Create Purchase Order k a Tep FUEL FILTER 1 GFE QUICK START OL SYSTEM FLUSH DRAIN PLUG CAFS AT AF3 miles V Belt Fuel Filters 1 Fuel Filter Fuel System Cleaners Oil Flush Drain Plugs Cabin Filters Transmission Fluid PE PART HERE gt ji i S RI Cancel 0 00 0 00 0 00 0 00 12 00 0 00 0 00 0 00 Back Forward Clockin TZI 13 00 1211300 13 00 1211200 uo 13 00 1211300 13 00 12 i 12 00 12 13 00 12113 00 13 00 QuickTouch Reference Manual Lube 2 Split Screen Format For those who use the Lube 2 format on the bay screen the invoice total has been added to the split screen for each customer s invoice The Lube 2 screen allows you to view the work order on screen rather than printing it To enable the Lube 2 bay screen format 1 Go to 8 System Management 2 Touch 2 General Setup 3 Page Forward to Page 2 4 Touch Owner Setup 5 Under Bay Screen Style change from Lube to Lube 2 6 Touch OK to save the change t OK Cancel Back Forward Clockin Bay Screen v4 X i a a at re oreson e ee ao 2007 Bmw 335i 220 99 wol Thank You Cards to New Customers An option has been added to reminder card setup to send to new customers only You can now specify that you would like to send thank you cards to first time customers only To activate this feature 1 Go to 8
22. 00 0 a iz 169 92 1 TRANSFER CASE 0 0 0 00 0 0 0 0 00 j 1 0 35 99 0 WIPER BLADES 2 5 21 98 1 2s 16 a36 f4 5 GG 18 1265 97 6 186 e Discussions QuickTouch Reference Manual Disable Parts and Labor Buttons Disable these buttons on the bay screen Changing this setting will disable the Parts and or Labor buttons on the blue service entry screen during check out To disable these buttons call Sage Technical Support at 800 724 7400 Inventory Item Cost Decimal Places Allows you to increase the number of decimal places on your inventory items cost from 2 to 4 With this option you can change the number of decimal places that your cost uses from 2 to 4 for greater accuracy Making a change here will change the number of decimal places on all inventory items To change this value 1 Go to 8 System Management 2 2 General Setup 3 Touch Inventory Setup 4 Type a number from 2 to 4 The system default is 3 5 Touch OK to save the changes Invoice Logo Image Size Allows you to change the size of your company logo image that prints on your invoice With this option you can change the size of the logo image that prints on your invoice To change this sizing 1 Go to 8 System Management 2 2 General Setup 3 Touch Invoice Setup 4 Go to Page 2 or 3 depending on invoice type 5 Change the sizing setting 6 Touch OK to save the changes QuickTouch Reference Manual Discussions e 187 Version 6 6 1E Sage Micr
23. 14 000 MTO tor CoHin Synem i ka Good Tumigas EGG Hart Somwtcer Mare 300 180 000 Miia Heer Land Servier eo Perera enolate Recommendation Change Ceska Peery D Mentha oe L iea TES a ae ee ee een ee ee The Service Maintenance Schedule will be automatically enabled when you run the upgrade To disable the SMS from the Main Menu press 8 System Management 2 General Setup Options press Forward to Page 2 and choose Owner Setup Press Forward to Page 3 and look for the Show Service Maintenance Schedule During Check In and press No Press OK at the top when complete Next from the Main Menu press 8 System Management 3 System Utilities 6 Computer Utilities Press Forward to Page 2 Select the printer from which you want to print the Service Maintenance Schedule Also indicate whether it is a color printer Hint You will want to select the printer closest to where you check in your customers if you generally check them in at a bay computer select the Workorder printer If you generally check in from the waiting area select the Report printer On Screen Service Maintenance Schedule The On Screen SMS is highly interactive and is meant to be reviewed with the customer during the check in process The current mileage should first be entered type the mileage and hit Enter on the keyboard Discussions e 205 206 e Discussions To update an entry for example the customer states I had this done at the
24. 150 OF1 s in inventory Discussions e 167 e Item Maintenance Enter item maintenance Pick a group and Item Go to the second page of item maintenance There you will find the options that deal with the reorder report e Carton Quantity How many per case OF1 comes 12 per case e Minimum Onhand in Units When I hit this number I need to order more immediately Also If the minimum onhand flag is turned on a pop up message will let the customer know they hit the minimum onhand level for this item OF1 is popular 24 is the minimum This will give me time to order them and receive the order before I get to zero e Standard order in Cartons How many cases should I order if I am at my minimum onhand number When I get to the minimum onhand of 24 OF1 s I want to order 11 cases to get me back to my TARGET number e Now the question is why 11 cases See below Here is the calculation for regular items Carton quantity x Standard order Min onhand TARGET number 12 x 11 24 156 Here is the calculation for Bulk Oil Carton quantity x Standard order Min onhand TARGET number Always 4 x In Gallons In Quarts TARGET is in quarts e Adjust the Standard order to adjust your target number In Theory the carton quantity and Min onhand do not change rarely e Whenever you run your REORDER Report it will tell you how many cases you need to order to get you to your TARGET number You c
25. 3 Step Fuel System Flush might include a 3 step kit It s the same 3 step kit every time so we don t need the lube technician to choose from a list but we do want the item to subtract from inventory when the service is sold to a customer This is what Part means on this screen Another type of service would have parts associated with it but the actual inventory item used might be different for any particular vehicle For example a Full Service Oil Change you include up to 5 quarts of oil and an oil filter but you want the technician to indicate WHICH TYPE OF OIL and WHICH OIL FILTER were used in the vehicle This is what Item Group means on this screen By indicating an Item Group for the service QuickTouch will know to prompt the cashier for the correct part number Finally a service might include other services such as a 30 000 Mile Service including an oil change transmission flush 3 step kit etc This is what the Services button means on this screen In the example here for a Full Service oil change we have associated the Oil group and the Oil Filters group Let s go through the options e Quantity Included In Price This is how many of the item is included in the price if the vehicle uses more than this amount then the customer will be charged extra the Service Price associated with the particular inventory item 66 e Inventory amp Service Management QuickTouch Reference Manual
26. 4 6 allow up to 24 Vehicle Information fields to be collected for the fleet vehicle at the time of service The vehicle information fields will be printed on the Invoice NOTE THAT ONLY SIX LINES CAN BE PRINTED ON ANY SINGLE INVOICE QuickTouch allows 24 fields to be configured because different fleets may have different requirements but on any single invoice only the first six enabled information fields will be printed A field is considered Enabled if any of the buttons are set to Yes Thus it is important to conserve lines for fleets that require a lot of information in the example above note that City State and Zip Code are configured to be on three different lines but it would be just as easy to consolidate these into one City State Zip line and conserve two lines for other uses The vehicle information may be collected at check in or check out or both The information may also be Required meaning that the cashier cannot print an invoice without supplying the required information The information can also be remembered or defaulted from the last visit In the example above the fleet account requires that the Company Name and the Driver Name be recorded at each service Thus we have the Pop up On Check In and Pop up On Check Out buttons set to Yes These are also required values and this is set to Yes Now the company name will always be the same for that vehicle so this is Default From Last Visi
27. 8 System Management Touch 2 General Setup Then touch Invoice Setup Page Forward to Page 3 Touch Yes to activate duplex printing Touch the rtf file you copied to the data folder Touch OR to save the changes OAOANNN FW WN Create a rtf document with the information you would like to print out Recommended Oil and Comment Pop Up at Check In A pop up during check in to show you what the previous comments and recommended oils are for the vehicle Enabling this setting will create a pop up when you check in a customer showing the manufacturer s recommended oil type capacity cautions and any comments you may have entered during the previous visit This allows you to select the correct oil during check in It is also a good way to follow up on service recommendations To enable this setting L 2 3 4 5 6 Te From the Main Menu go to 8 System Management Touch 2 General Setup Page Forward to Page 2 Touch Owner Setup Page Forward to Page 2 Touch Yes at Show Recommendations at Check In prompt Touch which forms you d like to show recommended oil for Shared AR Multi Store Fleet Processing Now restricted to only those functions that are allowed with Shared A R If you share accounts receivable for your fleet accounts between stores your employees will now be restricted from the Fleet Menus in QuickTouch Maintenance for the fleet accounts will now only be allowed in NexGen 180
28. Allow Quick Sale touch Yes if you would like to be able to sell a Gift Card as a Quick Sale or touch No otherwise Press Page Down three more times and touch Yes next to the Gift Card Service question This will make this service s sales be excluded as described above Customer Processing A Search Button has been added to the bay screen that now includes an expanded list of search criteria Simply touch the Search button and fill in one or more of the search fields to help find return customers If more than one customer satisfies the search they will be listed on buttons on screen Simply choose the one you are looking for License Plate is checked for O or 0 during the check in process If a license plate was typed with a 0 or an O anywhere in the number the system will now check whether either one exists and retrieve the customer information Part Prices have been added to the Workorder during check in printing Part number recommendations print on the workorder from the Chek Chart Lubrication Guide If the recommended filter is in the store inventory the selling price of the part will print next to the part number on the workorder Workorder Number Invoice number can optionally print on the workorder Invoice numbers are assigned to customers during check in This number can be activated in Workorder setup to print on every workorder If the vehicle is deleted from the bay that invoice nu
29. Cash Register Mode QuickTouch Reference Manual Note the refunded to Customer option you can choose which payment method by pressing the Cash button will be refunded to the customer i e cash out of the drawer or a credit on their credit card Refunded invoices are listed on both the Exception Report and the Daily Activity Report Note how on the Exception Report the refunded invoice is listed with both the Activity Date the date of the original invoice and the Exception Date the date the invoice was refunded The owner should review these transactions to ensure that the transaction was processed correctly Pay In Use this function whenever money that is not part of a sale is added to the drawer such as a roll of change or a miscellaneous payment payroll advance perhaps that is being repaid This transaction will not be added to the daily sales but will be reflected in the Day End process Pay Out Use this function whenever money is removed from the drawer that is not part of a sale such as a cash advance to an employee or a purchase of an outside part This transaction will be reflected in the End Of Day process Note that if you pay out more cash than you take in your cash drawer amount will be reduced when you do the Day End Processing You will need to reset the Starting Drawer Fund for the next day Open Cash Drawer Use this function to open the cash drawer to make change without havi
30. Color Identical to the Graphic invoice above with the Laser ability to print in any color Center Name On Invoice This will print the name of the lube center on the invoice Center Address On Invoice This will print the address of the lube center on the Invoice Name Address Position This allows you to move the center name that prints on the invoice to the right A position of 30 is centered on the page Display Parts This allows you to display all parts associated with a service Otherwise only the service and total price will be listed QuickTouch Reference Manual System Management e 139 140 e System Management Quick Sale Invoice Type For a QuickSale you can have it not print at all print on a full invoice or have it print to a receipt printer Ask To Print For Quick Sale This will allow the cashier the option to print or not print a QuickSale Receipt Customer Name Address Position This allows you to move the customer name and address that prints on the invoice to the right A position of 30 is centered on the page Print 2 Invoices For Fleets Normally YES this will print two copies of the invoice for any fleet transaction Display Parts and Labor Breakdown Certain states require that on the invoice for each service the Parts and Labor breakdown be displayed Print Claim Check With Receipt Used in car wash formats Page 2 Note that this is Page 2 of the Graphics invoice type Other invoice formats may not have
31. Export MailMark is a third party vendor specializing in customer mailings 06 16 04 Export This will create a MailMark txt text document in the C MailMark folder To configure the MailMark interface in QuickTouch o Go into each service that MailMark will use In Service Maintenance go forward to page 5 and look for the MailMark option Select the appropriate code i e Full Service FS o Go into General Setup Export Setup and enter the MailMark information that MailMark provides o Create a Security Group called MailMark that has security access to the export function only and an employee named MailMark code 99 password 9999999 and assign this employee to the MailMark security group 122 e Customer Management QuickTouch Reference Manual Marketing Management Marketing Management Reports QuickTouch Reference Manual The Marketing Management reports in Quick Touch allow you to pinpoint sales and marketing trends in your store All reports will indicate both the number and percentage of each listed item and can be run for any date range These reports include the following Zip Code Analysis Coupon Analysis Advertising Type Analysis Discount Analysis Day of Week Report First Visit Vs Repeat Visit Analysis Time of Day Analysis Time of Day by Weekday Ooo a BON ee yee ee OS Coupons Discounts and Advertising Types can be configured under System Management Cash Register Maintenance Zip Code An
32. From the Main Menu choose System Management Business Group Setup You will be prompted with a list of Business Group 1f there are any already configured Note the Add button on this screen that will allow you to add a new Business Group to the list Also note the Page 1 of X indicator If there is more than one page of Business Groups you can use the Forward and Back buttons to scroll through the screens If you wish to delete a Business Group you need to go into that group When you re viewing a Business Group press OK to save any changes or CANCEL to quit without saving changes QuickTouch Reference Manual Discussions Included in this section are several miscellaneous topics that bear further discussion Gift Certificates Gift Cards Stock Reorder Report Stock Reorder Report How to Set Up Items Using the Fixed Method Miscellaneous Parts and Labor Parts On The Fly Labor On The Fly Backing Up QuickTouch QuickTouch Version 6 6 2 Release Notes QuickTouch Version 6 6 1 Release Notes QuickTouch Version 6 5 6 Release Notes oo ek vs Nae ae a Installing Replacement Hardware QuickTouch Reference Manual Discussions e 165 Gift Certificates Gift Cards 166 e Discussions A new Gift Card or Gift Certificate System has been implemented QuickTouch Version 6 5 6 January 2005 Gift Card sales are itemized out of the net sales in various places throughout the QuickTouch reports Daily Sales
33. Life System moniter service indicator Miles 240 000 km light on oil and filter change Date Due Mileage Date Due Mileage September 2011 ee JONA 214 e Discussions Note that in this case the Automatic Transaxle service is due The customer may indicate this service was performed 1 e I had this done just a few weeks ago perhaps 1000 miles ago To update the recommendation press anywhere in that box you will be presented with the Add To History screen Enter the approximate date or mileage at which the service was performed and press the Add to History QuickTouch Reference Manual Add to History e The screen will be updated with the new recommendations New Chek Chart Part Categories Setup Belts Cabin Filters Fuel Filters Lights Trans Filters Wiper Blades QuickTouch has incorporated six new part categories into the Chek Chart catalog database These part categories will require some configuration before they will appear 11 Choose the part categories to display e From the Main Menu press 8 System Management 2 General Setup Options press Forward to Page 2 and then press Owner Setup e Once in Owner Setup Press Forward to Page 4 and you can enable the part catalogs you wish to be available by pressing Yes next to each category QuickTouch Reference Manual Discussions e 215 Press OK at the top when complete 12 Assign filter lines to the part categories 216 e Discussions You will n
34. Page 2 and choose Owner Setup Press Forward to Page 3 and look for the Show Service Maintenance Schedule During Check In and press No Press OK at the top when complete Next from the Main Menu press 8 System Management 3 System Utilities 6 Computer Utilities Press Forward to Page 2 Select the printer from which you want to print the Service Maintenance Schedule Also indicate whether it is a color printer Hint You will want to select the printer closest to where you check in your customers if you generally check them in at a bay computer select the Workorder printer If you generally check in from the waiting area select the Report printer Discussions e 189 On Screen Service Maintenance Schedule The On Screen SMS is highly interactive and is meant to be reviewed with the customer during the check in process The current mileage should first be entered type the mileage and hit Enter on the keyboard All Severe Service and Preventive Maintenance recommendations will be listed with the following indicators a To update an entry for example the customer states I had this done at the dealer last month press anywhere on the entry You will be presented with an Add to History screen Enter the approximate Service Date and Service Mileage and press Add to History The Service Maintenance Schedule will be updated Add to History Hint When adding history first review the Manufacturer s Recomme
35. Report Sales Journal Vital Statistics They are revenue and part of total sales but are then treated similar to pay ins or fleet payments since nothing was actually sold The sale is counted when the gift is redeemed They are included in the end of day cash drawer for bank deposits You may be able to make arrangements with your credit card processing company to assign and track the value of each card you sell to your customers Generally it would involve a swipe of the Gift Card through the credit card machine and the card is then activated and can be sold for that amount Your credit card company then tracks the value on the card Since gift cards are not considered true sales the QuickTouch reports have been modified to reflect the separated Gift Card Sales The reports that have changed are as follows Daily Sales Report In Invoice Summary gift card sales show up in one of the following 3 ways If they are sold with other services on a customer invoice they will be included in the Total Non Quick Sales Processed section with a separate line for the Gift Card Invoice Sales portion separated out If they are sold with other parts or services on a Quick Sale they will be included in the Total Quick Sales Processed section with a separate line for the Gift Card Quick Sales portion separated out If they are sold alone on a customer invoice or alone on a Quick Sale they will be included in a new section called Tot
36. Sales Reports 51 Security 26 Security Group Maintenance 89 Security Setup 151 Service Invoice Comments 130 Service Group Maintenance 72 Service Listing Report 82 Service Maintenance 64 Sticker Printer 10 Sticker Setup 144 Stock Reorder Report 82 Stock Sales Report 82 System Utilities 160 Index e 229 T Tax Setup 150 Till Management 45 Time Clock Adjustments 92 Time of Day Analysis Report 123 Touchscreen 5 U Undo Day End 52 UPS 16 V Vehicle History 117 Vehicle Maintenance 113 Vendor Listing Report 82 Vendor Maintenance 73 Version 6 5 6 198 Version 6 6 1E 188 Version 6 6 2 176 Vital Statistics Report 51 230 e Index W Week End 48 Week End Setup 147 Weekly Sales Reports 51 Work Order Comments 130 WorkOrder Printer 7 Workorder SSM Setup 142 X X Tape Report 51 Y Year End 50 Year End Setup 148 Z Zip Code Analysis Report 123 QuickTouch Reference Manual
37. Standard Order in Cartons L _ Display Sort Order e Carton Quantity If the item comes in packages of more than one indicate that quantity here If you re not sure use 1 Alert Alert Alert This gets tricky Let s look at a few examples Oil Filters they are sold as singles but may be ordered and received as either singles or cases of 12 In this case the carton quantity would be 1 or 12 or whatever Air Filters they are sold as singles but may be ordered and received as either singles or in boxes of 3 In this case the carton quantity would be 1 or 3 Bulk Oil they are sold in quarts but received as gallons The carton quantity would be 4 Bottled Oil they are sold in quarts but received as cases of 6 or 12 The carton quantity would be 6 or 12 Gear Oil Transmission Fluid they are sold in pints but received as gallons The carton quantity would be 8 55 Gallon Drums some bulk oils are shipped in 55 gallon drums Since they are sold in quarts and there are four quarts to a gallon the carton quantity would be 220 e Unit Description Each Quart Gallon Carton Case etc Choose the best description for how this item sold 1 e bulk oil may be received in gallons but it is sold in quarts so choose quart here e Order Method Fixed allows you to enter a Minimum and Standard Order quantity QuickTouch Reference Manual Inventory amp Service Management e 59 e
38. Summary Abbreviated summary of both the Daily Sales Report and the Vital Statistics Report for any date Inventory Reconciliation Audit Report Similar to Inventory Snapshot with date range added and shows all restocking and adjustments Time of Day by Week Day Now allows date range Shows comparison of all days against same weekdays in the specified date range Employee Audit Report Records all adjustments made to any employee s clock in or out times Bi Weekly Timesheet Summary Employee Time Sheet now allows a Bi Weekly format Employee Productivity Employee specific statistics car count ticket average etc for a select date range and comparison with other employees statistics 178 e Discussions QuickTouch Reference Manual Enhanced Reports Vital Stats Added the total number of Bay Restores and Bay Deletes Added Inventory Grouping Codes Weekly Sales Added Inventory Grouping Codes Daily Sales Added Inventory Grouping Codes Item List Option to print out negative inventory Exceptions Report Added payment method to Restores Voids Refunds Resorted the report in chronological order for clarity Added time clock adjustments Coupon and Discount Added breakdown by number of customers in addition to number of invoices for first vs repeat customers First vs Repeat Added breakdown by number of customers in addition to number of invoices Inventory Restocking Added total cost at
39. System Management 2 Touch 2 General Setup 3 Touch Reminder Setup 4 Touch Yes at the New Customers Only prompt When you print your thank you cards the system will now ask you if you want to print them for all or new customers only QuickTouch Reference Manual Discussions e 183 More Sticker Types Added More static windshield sticker types have been added to the currently supported sticker type list in QuickTouch To choose a different sticker style 1 Go to 8 System Management 2 Then 2 General Setup 3 Touch Sticker Setup 4 Bottom of screen will display all of the sticker types that are available Clear Employees for Invoice This option clears employee names for every invoice If you enable this option during cash out the names of the employees who are servicing the vehicle will need to be entered with every transaction To activate the clear employee names option 1 Go to 8 System Management 2 Then 2 General Setup 3 Touch Center Defaults 4 Touch Yes at the Clear Employee Selection prompt 5 Touch OK to save the change Center Default OK Cancel Back Forward Clockin enter VeTaults vA p Ci 184 e Discussions QuickTouch Reference Manual Employee Security Update Security has been added to the Employee Time Clock functions Code and Password can be required By turning on this new feature all employees will be required to enter their code and pass
40. Utilities 163 Contents 1 Co Op Report 51 Coupon Analysis Report 123 228 e Index Coupon Maintenance 125 Customer Comments 130 Customer Maintenance 112 D Daily Activity Report 51 Daily Data Backup 160 Daily Sales Reports 51 Daily Statistics 35 Database Utilities 162 Day End 46 Day End Journal 51 Day End Setup 146 Day Of Week Report 123 Delete City 120 Delete Zip Code 120 Discount Analysis Report 123 Discount Maintenance 127 Disk Utilities 162 E Elo 5 Employee Clock In Out 91 Employee Earnings Report 93 Employee Maintenance 86 Employee Profile Report 93 Employee Reactivation 94 Employee Reporting 93 Employee Sales Tracking Report 93 Employee Service Report 93 Employee Time Sheet Report 93 Estimate Printer 7 Estimates 41 Exception Report 51 Exit 28 Export Setup 154 F First Visity Vs Repeat Visit Analysis Report 123 Fleet Account Detail Report 108 Fleet Account Inquiry 104 Fleet Account Listing Report 108 QuickTouch Reference Manual Fleet Account Maintenance 97 Fleet Aging Summary Report 108 Fleet Close Billing Cycle 109 Fleet Interest 106 Fleet Payments 101 Fleet Reports 108 Fleet Statements 104 Fleet Transaction Journal Report 108 G G L Export Setup 154 General Setup Options 133 Generic Sticker 40 Gift Certificates Gift Cards 166 H History Merge 121 HP CP1518ni Color Laser Printer 9 HP LaserJet 1300 Laser Printer
41. a second page or may have different options displayed Print Technician Codes For Services Performed If enabled this feature will print the employee code of the technician that performed a particular service This feature works in conjunction with the Ask for Employees feature in Service Maintenance Prompt for Workorder Number During Checkout This will prompt the cashier for a Workorder number when the invoice is created This would be used for locations that have a preprinted numbered Workorder rather than the QuickTouch Workorder Default Workorder Number to Invoice Number This feature is only activated if the Prompt for Workorder Number feature above is set to yes Notes The notes will print on each Graphics Graphics Color invoice below the services completed useful for announcing seasonal specials or other information Disclaimer The disclaimer will print at the bottom left of the Graphics Graphics Color invoice QuickTouch Reference Manual Note that this is Page 2 of the Graphics invoice type Other invoice formats may not have a second page or may have different options displayed Print RTF File on Back of Invoice Requires Duplex Printer QuickTouch has the ability to duplex print on both sides customer invoices An automatic duplex printer is required to utilize this feature This feature can be used for printing warranty or disclaimer information on the back of the invoice eliminating the need for preprin
42. between them This is useful to separate out any junk zip code customers who are from out of town Zip codes of 1 will not print in either case Print Mail Stamp Choose Yes here if you have a Permit Imprint Advance Deposit Account assigned from the USPS and fill in the appropriate fields Test Align Perform a Test Align to make sure the cards are inserted and lined up correctly This is especially important for pin fed reminder cards Use this as many times as necessary to ensure that the cards will print correctly the first time Print When you re ready to print your cards press Print QuickTouch will lead you through a series of steps to make sure that all of your cards print correctly and if they didn t which ones to reprint IT IS IMPORTANT TO WAIT FOR ALL CARDS TO PRINT SUCCESSFULLY BEFORE YOU SAY YES THEY ALL PRINTED Customer Management e 115 SUCCESSFULLY Once you indicate that they printed successfully you will be unable to reprint them After clicking Print you will be prompted with how many cards will be printed Click Yes to print the cards The cards will print WAIT UNTIL THE PRINTING COMPLETES When complete you will be asked if the cards all printed successfully If they did just say Yes here and you are done If the cards jammed or did not finish say NO You will be led through a series of screens to print the rest of the cards from where it left off Say YES to reprint Conti
43. can be scanned into this field with a barcode reader All look up fields within QuickTouch will search both the Stock Number and Barcode fields e Grouping Code The grouping code feature is used for separating different types of items within the same item group on sales reports 1 e Bulk Oil Blend Oil Synthetic Oil etc Inventory amp Service Management e 57 58 e Inventory amp Service Management Current Vendor Indicate the supplier for this item If there are multiple suppliers just choose the most common one as you can modify the vendor when you re restocking inventory Taxable Yes or No Almost always this will be Yes Cost This is YOUR cost not how much you charge the customer Of course the cost of an item varies over time but the QuickTouch Restocking function allows you to indicate the cost of the item each time it is received and will calculate your average costs over time for that item in various reports Four our purposes here on this screen just enter the cost of the item the last time it was received Upcharge Amount The upcharge is used in situations where the item is normally included as part of the service for instance oil filters are normally included as part of an oil change service However certain individual items for import or specialty vehicles may cost you an excessive amount and you wish to charge the customer extra for that particular item This is the upcharge For instance if you budget t
44. e Discussions QuickTouch Reference Manual Enhanced Service Maintenance Schedule Gauges A Fixed Pricing feature has been added to the SMS allowing you to specify the standard price for a service More control has been added to the Service Maintenance Schedule gauges screen and printed sales sheet You can have the service recommendations use the calculated price from the service or you can now set them to a fixed price or add a custom message to that service To change to a fixed service price on the Service Maintenance Schedule 1 From Main Menu go to 8 System Management 2 Touch 3 System Utilities 3 Then 7 Chek Chart PM Maintenance 4 Page Down to the recommendation you would like to change and touch the button on the nght 5 Touch Fixed Price or custom message and touch the right arrow 6 Touch OK to save your changes Updated Air Filter and Cabin Air Filter will now print the selling price associated with that part for that vehicle Updated If there is no mileage recommendation in the vehicle specifications database QuickTouch will now display an orange question mark instead of a green one This will allow you to discuss it with the customer as a potential service Updated Disclaimer added to inform customers that this service may not apply to their vehicle For example their vehicle might be a 2WD model that has no front differential The same vehicle in 4WD model would need that service
45. e Export Service Code This field is used by other computer service vendors to interface with QuickTouch For example MailMark is a company that provides reminder card services and this allows them to create an export file to print your reminder cards Generally this is left blank unless you contract with one of these outside vendors e ChekChart Service Codes This allows QuickTouch to interface with the Chek Chart database of manufacturer recommended services Basically you have to match up as best you can your service with the Chek Chart list of services In this example we matched our Full Service QuickTouch service with the Engine Oil Change Chek Chart Service SPECIAL NOTE please note that for oil changes manufacturers may recommend an oil change interval of 3 750 miles Nissan Frontier 4cyl is an example and this interval would print on the invoice which obviously would conflict with the lube industry standard of 3000 miles so some lube shop owners choose to leave this field blank for any of the oil change Services By associating your list of services with the Chek Chart recommended services QuickTouch can print on the customer s invoice the recommended service interval and if they ve already had that service at your shop the next scheduled service date mileage The following is the list of Chek Chart services o Automatic Transmission o Automatic Transaxle o Cooling System o Differential o Engine Oil Ch
46. he completes his task and cancels from the restock screen he is again logged into QuickTouch under his own code Scenario 2 An employee logs himself into QuickTouch The manager needs to restock inventory and navigates to the Inventory Restocking screen and is then presented with the Security Override Window The manager knowing that he also needs to change some service prices and run some reports from a previous day uses his own code and presses Login As The manager can now restock inventory and when he completes this task and cancels from the restock screen he is now logged into QuickTouch under his own manager code and can go directly to the other areas of the system with his own security When the manager completes all of his tasks and is leaving the computer he will hit the Exit button bringing up the QuickTouch Security Window The employee will now use his own code to log into QuickTouch and continue with his work Important It is very important that managers and owners and other employees with high security access into the system always hit the Exit button before walking away from a computer Navigating QuickTouch e 27 Exiting QuickTouch 28 e Navigating QuickTouch To exit QuickTouch from whatever screen you are in press the Cancel button until you reach the Main Menu You can you press the F1 Key located above the number keys on the keyboard until you are out of QuickTouch From the Main Menu press th
47. in process To change this setting from the Main Menu navigate to 8 System Management 2 General Setup Options press Forward to Page 2 and select Owner Setup Press Forward to Page 3 of Owner Setup and you will see the Show Service Maintenance Schedule During Check In setting Select Yes or No Press OK at the top when complete You are now still under General Setup Options Press the Back button and select Workorder SSM Setup You will see the Always Print Service Maintenance Schedule setting Select Yes or No and press OK at the top when complete 8 Choose your printer If you are installing a new printer for this feature you should do this first through Windows by following the specific manufacturer instructions From the Main Menu Navigate to 8 System Management 3 System Utilities 6 Computer Utilities Press Forward to Page 2 From the Computer Utilities Printer Setup screen you can configure the printers that QuickTouch uses At the bottom of the screen you will see the new Service Maintenance Schedule Printer setting Select the printer from the list to which you want to print the SMS Also press Yes or No to indicate whether it is a color printer Press OK at the top when complete Repon Sticker QuickTouch Reference Manual 9 Configure your services The Service Maintenance Schedule will consult both the manufacturers recommendations AND the customers service history to compile the report In orde
48. or 150 000 Miles Data provided by Sage Microsystems Inc QuickTouch POS Starting at 79 99 Starting at 569 99 Staring at 57 9S 2090 km ti equipped test Sraming ar 529 99 Stwtngat 579 99 Last Service No Previous History Manufacturer s Recommendation Change Coolant Evary 60 Months of 150 000 Miles 240 002 km Drive Belts at 3 oe Altnncive G Next Service files Last Servic us H Manufacturer mendatio ad ery 60000 les 100000 Spark Plugs Status Good See Attendee for Pricing Next Service 100 000 Milas Last Service No Previous History Manufacturer s Recommendation Replace Evary 100000 Mies 1602 Page 1 The Auxiliary button displays how long the vehicle has been in the bay This time starts from the moment the license plate is entered and continues until the vehicle is checked out Pressing this button will present you with several options e Delete From Bay use this option to delete the vehicle from the bay without creating an invoice You may be prompted for a security code see Security Setup in order to do this Note that although the vehicle will be deleted from the bay it will still print on the Daily Activity Report with a Bay Delete status e Reprint this function will allow you to reprint the work order Sage Service Manual or the static sticker e Park Unpark Parking a vehicle means that you completed the service but for some reason are unable to cash out the customer as
49. rather than voiding and redoing the entire invoice you can restore the invoice and just add the additional item This function can also be used to correct technical information on the invoice such as oil quantity oil type part number service comments etc Any restored invoices will be listed on the Exception report with the original dollar amount This can be compared to the same invoice on the Daily Activity report to catch any discrepancies Note that a restored invoice will NOT remember coupons or discounts these will have to be applied again 42 e Cash Register Mode QuickTouch Reference Manual lt lt This page intentionally left blank gt gt QuickTouch Reference Manual Cash Register Mode e 43 Period End Processing Period End Processing is where you do your day end procedures and print sales reports for daily weekly monthly or yearly periods Note that on our old DOS system or some competitor systems Week and Month end processing is required to be done on the end day of that period THIS IS NOT THE CASE IN QUICKTOUCH QuickTouch allows you to do any period processing such as week or month ends on any date simply by typing in the end date or date range for that period The Period End Processing menu presents the following options 1 Till Management 1 Open Till 2 Close Till 3 Undo Close Till 2 Close Current Day 3 Close Current Week 4 Close Current Month 5 Close Current Year 6 Reprint Sales R
50. receive a payment the payment will apply towards one or several particular invoices Type in the dollar amount of the check and then mark the Paid button next to each invoice it applies to Pressing OK will apply the payment to the selected invoices and the outstanding balance will be updated el Debit Invoice 8 on 4 28 04 26 49 o o oo i Using the Open Items method also allows you to apply a discount to an individual invoice First add a payment and select the invoice and you are now able to press the Discount key for the remaining amount to zero out the invoice balance This is useful for certain national fleet accounts that deduct a percentage 10 from the invoice amount and pay the rest 20 00 ves OOO a METS vote 8 onana s2849 2849 J 200 s48 J o0 lv 102 e Fleet Account Management QuickTouch Reference Manual QuickTouch Reference Manual If you create a debit under the Open Items method it will appear as a separate line item along with the invoices If you create a credit under the Open Items method you will not see it as a separate line item However when you go into the Payments Credits Debits screen you will see a notice Unapplied Credits Exist and you will now see the Apply Credits button listed Press the Apply Credits button select the credit you will see each unapplied credit listed as a separate line item and then select the invoices or debits to apply
51. reminder periods configured in this section or the cashier can be prompted for the reminder period Fleet accounts which generally do not need reminder cards can be configured to never send a reminder or can be defaulted to a reminder period This is done under Fleet Account Maintenance To automatically default to a particular reminder period for every vehicle except fleets 1f applicable from the Main Menu choose System Management General Setup Options Reminder Maintenance The following reminder periods are already configured in the system e 90 Days e 75 Days e 60 Days e 45 Days e 30 Days e No Reminder At a minimum you should have 90 Days and No Reminder in the system Reminder Interval Pop Up Description This is the description of the reminder period Display Sort Order Indicate in which position you want the reminder interval to appear Reminder Interval Select the appropriate interval period and indicate the number of periods 1 e 90 Days 3 Months etc QuickTouch Reference Manual From the Main Menu choose System Management Cash Register Maintenance Reminder Maintenance Choose the appropriate reminder interval You will be prompted with a list of the reminder intervals Press on the reminder interval to edit that reminder interval Note the Add button on this screen that will allow you to add a new reminder interval to the list Also note the Page 1 of X in
52. report descriptions are under the Reprint Sales Report section of this manual Page 1 146 e System Management QuickTouch Reference Manual Page 2 Week End Setup Week End Setup allows you to configure which reports will automatically print when you do a Week End Processing The report descriptions are under the Reprint Sales Report section of this manual Saturday gt Saturday gt Note that you can indicate the Week End Closing Day and Pay Period End Day Week End Closing Day will affect the Week To Date totals on sales reports Pay Period End Day will affect the Employee Earnings Report QuickTouch Reference Manual System Management e 147 Month End Setup Month End Setup allows you to configure which reports will automatically print when you run a Month End Processing The report descriptions are under the Reprint Sales Report section of this manual Year End Setup Year End Setup allows you to configure which reports will automatically print when you run a Year End Processing The report descriptions are under the Reprint Sales Report section of this manual 148 e System Management QuickTouch Reference Manual Reminder Card Setup Reminder Card Setup allows you to indicate a default reminder period or have the cashier select the reminder interval for each customer You can also configure reminder card options Advanced setup needs to be administered by a Sage Support Technician New locat
53. the appropriate Security Group Cancel Back Forward Clockin Security Groups Bon eae em es Cashier i i Manager L Note the Add button on this screen that will allow you to add a new Security Group to the list Also note the Page 1 of X indicator If there is more than one page of Security Groups you can use the Forward and Back buttons to scroll through the screens If you wish to delete a Security Group you need to go into the group When yov re viewing a Security Group press OK to save any changes or CANCEL to quit without saving changes Employee Management e 89 90 e Employee Management z y OK Cancel Back Forward Clockin Security Group Maint y rA s G Cash Register Mode Daily Statistics Refund Invoice Open Cash Drawer Starting Drawer Fund Cash Register Functions e Security Group Required Type in a name for the group e Description Type in a brief description of the group Every screen in QuickTouch is represented by a button here and you can Allow or Deny access to any screen To allow a group access to a particular screen push the associated button to make it green To deny access press the button so that it turns red Because QuickTouch is menu based if you want to allow access to a particular screen its higher level menu item must also be allowed In the example if you want to allow members of the Cashier group to conduct a Pay In the
54. ticket services sold etc and compile them into Week Month and Year to Date totals Day End Journal Single date This report lists all computed and actual cash drawer balances all non cash transactions and a summary showing over or shortage amounts The Daily Sales report presents a summary of these numbers but this report provides more details and is useful for shops that never seem to balance exactly Exception Report Range of dates This report lists any unusual happenings that may indicate money or security abuses Such actions might include Bay Deletes Quick Sales that are canceled after the cash drawer fires any time the cash drawer is manually opened through QuickTouch miscellaneous Discounts and Restored invoices This report should be reviewed daily or periodically to catch any potential abuses of the system Note how for voided and refunded invoices both the original invoice date the Activity Date and the void refund date the Report Date are listed for comparison Daily Activity Report Range of dates This report first lists all invoices processed for the date range and any change in status bay delete or void The second page will list all Pay In and Pay Out transactions The third page will list all Fleet Account transactions e 51 X Tape Report Single date This report has been superseded by the Daily Sales Report but is provided for previous users of the old Sage DOS system e Tax Exempt Repo
55. use paper available at any retail or office supply store Invoices may be preprinted invoices or plain paper invoices See the section below for different invoice format examples Toner cartridges contain the ink that the laser printer puts on the paper it s actually a dust made of plastic resin that 1s melted onto the paper You will want to purchase at least one extra toner cartridge to keep on hand for when you need to replace the one in the printer e Paper Use regular copy paper 1 pp e 30 000 page monthly duty cycle e 12ppm Black 8ppm Color 96MB 26sec to first print e Toner Cartridges O O O QuickTouch Reference Manual Black Mfg CB540A yields 2 200 pages Cyan Mfg CB541A yields 1 400 pages Magenta Mfg CB542A yields 1 400 pages Yellow Mfg CB543A yields 1 400 pages CMY Combo Cyan Magenta Yellow Mfg CE256A yields 1 400 pages each toner cartridge System Components e 9 Cognitive Advantage LX Sticker Printer 10 e System Components QuickTouch has the capability to automatically print a static cling reminder sticker for each vehicle receiving an oil change service The latest technologies use thermal printing to create a sticker that will remain sharp and legible for a much longer period of time than handwritten or ink printed stickers which tend to fade or smudge Thermal printers require the use of special sticker labels and ribbon Notably the stickers w
56. whether you want to remove the service e Press OK at the top when you are finished with this service e You will need to do these steps for EVERY service that you offer e Lets view another example this time for an Automatic Transmission Service In this case we found four matching Chek Chart services ChekChart Automatic Transaxle Service Codes Automatic Transmission Transaxle Service Transmission Service 4 Using the on screen Service Maintenance Schedule e When checking in a vehicle after filling out the customer and vehicle information page press Forward to view the Service Maintenance Schedule e Note that the gauges are all question marks this is because the current mileage hasn t been typed in yet Enter the current mileage and either hit Enter on the keyboard or press the Refresh button 194 e Discussions QuickTouch Reference Manual Air Cleaner Element Automatic Transaxle Inspectireplace if necessary Maintenance Use Change fluid Every 50 000 Miles 20 0000 km maintenance if the change engine oil e a m ag os Cooling System Engine Oil Change Coolant Every 60 Months or 150 000 Refer to GM Oil Life System monitor service indicator Miles 240 000 km light on oil and filter change e Due ae e e Due a e You will now see all the gauges Air Cleaner Element Inspectreplace if necessary Maintenance Use maintenance if the change engine oil e a Due ee Automatic Transaxle Chang
57. word Avg added QuickTouch keeps track of actual costs and selling prices on every invoice If a date range is specified for the Stock Sales Report and the cost or selling prices have changed during that period the report will show the average for each one over that date range This guarantees that the total cost shown at the bottom of the report reflects the actual total cost for all invoices within the specified date range Prompt for Code and Password for inventory adjustments This will require the code and password to be entered when adjusting inventory levels The operator number typed in will be recorded with the adjustment exception Access is controlled through each employee s security group setting for Inventory Adjustments Installation From System Management General Setup Security Setup change the Ath option down Prompt for Code and Password for Inventory Adjustments to Yes Fleet Account Management Add a vehicle to a fleet at the end of cash out hit the fleet pay type on a non fleet vehicle will ask the required questions for that fleet account A message has been added to remind the cashier to review the services notes to make sure they are correct for that fleet account Payment Debit Credit descriptions have been expanded When posting a payment debit or credit in fleet management the description field size has been increased Discussions e 203 204 e Discussions The description typed in will pr
58. would normally use the code with Cashier access throughout the day this way if he walks away from the computer forgetting to log off the next employee will not have any greater access than Cashier QuickTouch Security Override Window Certain functions in QuickTouch will require a Security Override Some functions such as Day End Processing will always prompt for an Override code and other functions such as Inventory Restocking will prompt for the Override code if indicated to do so in Security Setup These security functions will help the owner in maintaining positive control over the system while allowing the employees sufficient security for common tasks 26 e Navigating QuickTouch QuickTouch Reference Manual QuickTouch Reference Manual Security Override Override Code password When the Security Override Window is displayed enter the Code and Password of a user with sufficient security access for whatever the function is Pressing OK will allow the user temporary access into that function Pressing Login As will allow the user temporary access into that function but will also log the code into security Scenario 1 An employee logs himself into QuickTouch The employee needs to restock inventory The employee navigates to the Inventory Restocking screen but is then presented with the Security Override Window The manager uses his own code and presses OK The employee can now restock inventory and when
59. 2345 ir Filter For BMW Yes l ir Filters Air Filters gt aot Do O 2 Q 894561230 Press OK at the top of the screen to post the sale You will be asked if you want to Add Stock to Inventory this will usually be NO If you press Yes the stock number will be added to your inventory list and you will need to return to Inventory Item Maintenance to complete the required information for that item Discussions e 171 Labor on the Fly Add Labor to Invoice ee es No E Labor Description Enter the description of the labor charge here Taxable Press Yes or No Labor Group Fill in the labor category here Labor Rate Labor Hours Optional If you fill in the labor rate and labor hours QuickTouch will multiply these fields to give you the Total Labor Charge Total Labor Charge You can type in the total charge here Press OK at the top of the screen when complete and the labor will be added to the invoice 172 e Discussions QuickTouch Reference Manual Backing Up QuickTouch QuickTouch has the capability to do a complete backup of your QuickTouch data every evening This is highly recommended and will usually be turned on when your new system is installed The backup will occur at your day end see the Day End Procedures above You can also do a Daily Data Backup at any time IMPORTANT QuickTouch will do a complete backup of the QuickTouch data only This would include things like your customer
60. 5 QuickTouch Security QuickTouch provides different levels of security for different users To set this up please see the Security Group Maintenance section on page 89 Basically there are different Security Groups Owner Manager Cashier Technician etc and each employee is assigned to a particular group Each employee is also provided a Code 1 3 digits and a password any combination of letters or numbers Depending on the Security Group that the employee belongs to he will be able to view certain screens and be denied access to other screens or functions When you initially launch QuickTouch you are presented with the Logon window QuickTouch Logon Window Code _ Password When you log on with a code and password that employee s security group is loaded into the system To change the security group that is loaded press the Exit button on the Main Menu You will be presented with the Logon screen again and you can log on witha different code and password Note that once a security code is logged on that code will stay logged on until you hit the Exit button again Thus if you are an owner or manager you will want to hit the Exit button before walking away from the computer or else anyone who walks up to the computer next will have YOUR security access Many owners and managers create two separate logons for themselves one with full access and one with limited cashier access They
61. 8 press the dollar amount key to correct it Use the Amount button if you prefer to total the checks yourself or 1f you batch out a credit card machine you can use the total from that After counting cash and reconciling the other payment methods inspect the Difference column Hopefully you should have all zeros to indicate that the drawer balances If you see discrepancies try the following 2 Check for invoices that were processed with the incorrect payment method this is most likely if you see one payment method short and another payment method over for the same amount as in the example below Note that they balance each other out so the total balance for all payment methods is zero To correct this use the QuickTouch Reference Manual QuickTouch Reference Manual Transfer option described above If cash is over or short check for pay ins and pay outs that may not have been recorded in QuickTouch You will need to Cancel from the day end process clear your changes and record the transaction 3 Ifcashis short check for a change box that may contain rolls of change If this was included with the starting bank it must be counted with the closing amount 4 Ifchecks are short check for any payments on account for fleet accounts Fleet account payments are included in this section 5 If cash is consistently over review your change box containing rolls of change procedures if the change box 1s NOT inc
62. Cash Out screen either to go back to a previous screen or to Park the vehicle for later payment QuickTouch Reference Manual Discussions e 209 Workorder Editing New Functionality Workorders can now be edited and reprinted After printing the workorder press on the red car to enter the invoicing process Add any services you want to appear on the workorder Look for the new Workorder QuickJump button and you will be able to reprint the workorder with the new services Invoice Workorder Second and Third Reminder Cards New Feature Second and Third Reminder Cards have been added which will allow you to print reminder cards for customers who have not responded to the first mailing based on a Selection Date Second Cards are flagged to print 45 days after the initial Reminder Date to print them sooner set the Selection Date ahead by the appropriate number of days Third cards are flagged to print 45 days after the Second Cards are printed again to print them sooner set the Selection Date ahead Thank You Cards New Feature Thank You Cards allows you to print cards for customers who have visited based on a Selection Date Thank You Cards are flagged to print immediately after the visit to print them later set the Selection Date back by the appropriate number of days 1 e if you want to print cards for last week s visitors set the Selection Date back by 7 days 210 e Discussions QuickTouch Reference Manual Prev
63. Contents QuickTouch Reference Manual Company HIStOLy cicistean nest ober aana ee eeearan eens Purview of This DoCUuMEeNt cccccececcecececscecceecseces Contact Information ccccccccececccceccececcececescecescsceseeceseeces System Components Touchscreen MOmlO enrera dite Gabe tiene a APOC ASD FAW CR menene e a Lexmark E460dn Laser Printer cece ceecceecceeecceeseeseeees HP CP1518n1 Color Laser Printer sissccnsserscdtuesststeceatcrtacdiaeeesatass Cognitive Advantage LX Sticker Printer ccccsseeeeeeees eC SaCy PICKS enuei Lexmark E232 Laser Printer ocena aaa Lexmark E323 Laser Printer ecnccrnarnn aaa a HP LaserJet 1300 Laser Printer ccc cc eeccesesceecceeseeees Okidata Microline 420TuUrbo 2 0 cceecceccessceesceseeessens APC Uninterruptable Power Supply UPS Installing Your New System Navigating QuickTouch Lanne Mor Quick Fou icststcrtncmcucdas te pecmusnataratetitncims cetacdietauasawnns Navigating Through The MENUS is tives siacsesuestanieanianataidasitecasaanas OuICk TOUCH SE CULCY ri EXN Quick TOUCH cedex incre talantiarcavevier gnauinadded Setawaiars Reporte PONNE Opuons isin cise ca idshsepineusdenardenttwicics caceddseiapsianads Cash Register Mode AY Seea a a Seam enreiadatees tens Daly Stati O as i55 a A aatsauat a tetesbooautcades wanes Cash Red iSter PuUnCuOns risie R N REDENE NV O1C Sa nsnisn cn caiaaeihenietodeaaseh a S Pint Generic Seko aicn aiaddatheane
64. Drive Options Drive Disc Type Status Progress 38 0 HL DT ST DYDRLAM GH22N550 Mo disc Mo disc Found in drive D Close You will see a progress bar as the CD DVD is formatted You can move or minimize the window down if you need to launch QuickTouch When complete a Format Complete message will be displayed Click OK on the message and Close on the Format D Window QuickTouch Reference Manual Flash Drive Back Up QuickTouch now offers the ability to backup your daily data to the more convenient Flash Drive technology rather than the standard CD backup that you have been using These flash drives should be 1GB or larger to ensure that all your data will be saved The following setup procedure will enable you to make the switch Windows XP Setup 1 Insert the Flash Drive into any open USB port on your XP computer 2 A pop up message will appear indicating that new hardware has been found installed and is ready for use 3 Use your mouse and double click on the My Computer icon on your desktop 4 Inthe My Computer folder find the icon for the flash drive to determine which drive XP has assigned to it normally E or F Wty Compa ae 5 obits Y My Computer QuickTouch Setup 5 Be ee 11 0 Open QuickTouch normally double click the desktop icon From the Main Menu touch 8 System Management Touch 2 General Setup Options To
65. Management 85 Eiiployce Maintenance csccscccssmnmecsessaatesscnnn cessbcrootauspdnedaassanieesdnsnadceetonsaenonanaaatabantacsmemecessdtes 86 Security Group Maine Nhan E ksesprrien r snI nena SEN 89 Employes Clock Tir syst toasted ue ues ete oc cctn E E E E EETA EN 91 Time Clock Adjustments sesser sear r she Ea EE EE EEE E EEEN E EE Eain aar a st teks 92 Employee Repor no aegea EAE OEE E E ENE EEEE E EET 93 Employee Reactivation sisare EEEE E EEEa a E EEEa En aaria EENES a seats 94 Fleet Account Management 96 Te AO M O E a NN 97 Pavmnents DeD CITEdilS derenn a Ea e 101 ACCC G06 FUE eaea tenets une eee me ane Senne eT eemnyer mata 104 Prene FICE LAV Omens arena a a a a a a a a 104 Charo e ICIO S ocen a a a tutes 106 FEER DON ennen a r a o 108 Close BMN Gere Ce aa aeo 109 Customer Management 111 CUSTOMER IVI AIA TEN AN CS AE E EE E EE AA AE A E E E E 112 BAE ANC E A E E A EA PE EE E E 113 Resi BUH GUS E A GB 1 E Kc NE E E AA E IE E EAE E E A E EE EEE E 114 Vebicle STOLY searen En E E E EAE E E E 117 SASS SeN Ce Manua rerne a E E e Eana eR 119 Dekt CEUC OD a E Serackermea tan oietuatelertes 120 HSO YET Ea a a a a a 121 MoM aK ES DO Erina E aa a a a a aeen ou toeteder ees 122 QuickTouch Reference Manual Marketing Management 123 Marketing Management Reports scious eiciucast viscose E E E EE E E 123 System Management 124 Cash Reeister Maintenance verenn na E E E E 124 Coupon Maintenance ccc ea E E 125 Discount Mantena NEE ei cs ayes
66. Order Method Auto allows you to enter the Average Days this is the number of days in the past to look for sales history and Days To Order the number of days in your reorder period These are usually 90 7 or 90 14 e Display Sort Order Items will be listed either numerically AF1 AF3 AF200 or alphabetically AF1 AF200 AF3 BR1 unless you indicate a sort order This is normally used only for your Oils The sort method for any particular group is configured under Inventory Group Maintenance e Charts These charts are informational so you can get a quick look at how popular a particular item is OK Cancel Back Forward Clockin E ea e Special Pricing Categories Each fleet account can be assigned to a particular pricing category and will then automatically receive discounts or markups on that item or service In this example all A fleet accounts receive a 2 00 discount e Skip Quantity Prompt For Part Sales This is normally NO If you sell this item using the Part button on the Customer Invoicing screen normally you will be prompted for the quantity sold Saying YES here would turn that off e General Ledger Accounts Used for QuickBooks Interface feature 60 e Inventory amp Service Management QuickTouch Reference Manual Inventory Group Maintenance QuickTouch Reference Manual Inventory Group Maintenance allows you to add or remove inventory groups From the Main Menu choose Inventory amp Service Mana
67. R1 unless you indicate a sort number for each item this would normally be used only for your Oils e Select Style When you re viewing inventory items within this group this determines what will be displayed on the buttons either the Stock Number or the Description for each item Usually this will be set to Stock e Assign to Business Group This is used in the case of locations that have more than one business for instance Lube and Car Wash You can indicate here which profit center the inventory is assigned to so that you can track your inventory separately for each business Usually this will be blank e General Ledger Accounts Default Used for QuickBooks Interface feature 62 e Inventory amp Service Management QuickTouch Reference Manual Page 2 G M t Delete OK Cancel Back Forward Clockin N tem rou ain enance 4 P m KANEEN e ee rs J m i Chekchat J gt pirFiter gt Pennzoil J gt Chek Chart AirFiter Fram e Outside Reference Manual QuickTouch incorporates the Motor Chek Chart reference manual into the system and can supply the part number of various parts for many distributors based on the vehicle Year Make Model Engine Use this page to indicate a Primary and a Secondary manufacturer for this particular item group QuickTouch currently provides part numbers for the following item groups e Air Filter e Breather e Oil Filter e PCV e Cabin Air Filter e Serpentine Belts e Fuel Filters e W
68. Service Management Service Management Service Maintenance and choose each service that will count towards a free one in the service group After choosing an included service page forward to page 6 of service setup There is a new question asking for Service Group Touch Choose One and select the service group that this service will be part of Every time this service is sold it will count as one more towards a free service in this service group Discussions e 201 202 e Discussions A customer s current count towards a free service can be manually adjusted in the customer record To change the current count go to Customer Management Customer Maintenance put in the search criteria and locate the customer record On the customer information screen there is a new button called LR Maint Touch that button choose which service group you want to change the count for and simply change the current Visit Number Counter Access to this screen is controlled in Security Group Maintenance Choose each security group and go to the last entry in the list Loyalty Reward Maint In Customer Maint and set it to red to deny access or green to allow access for that security group Chek Chart Manufacturer s data screen has a Key button added at the top to display the actual Chek Chart abbreviation codes and expanded descriptions Comments fields uppercase have been changed to capitalize the first word in a sentence only The res
69. Special Pricing amounts for Fleet Accounts o High Prints in addition to the above the Pricing Method Order Method A B C Special Pricing Method Current Vendor and 90 Days Usage Zip Code Analysis Report New Options For our Canadian customers the Zip Code Analysis Report now offers a Group by First Three Characters option that groups all zip codes by the first three characters This also can be used by US shops that pull from large geographic areas Pay In Pay Out Report New Report A new Pay In Pay Out Report lists all Pay In and Pay Out activity for a specified date range This report can be found under 2 Day End Processing 5 Reprint Sales Reports 8 More Sales Reporting Hint you will need to first update your security settings in order to view these reports Invoice Totals Displayed on Bay Screen New Feature For invoices ready to be checked out the invoice total is displayed on the bay screen This allows the cashier to quickly inform the customer of the total amount due Invoice Service History Customer Information Manufacturer Specifications Auxiliary ID ABC123 Jason Smith 2001 Nissan datsun Frontie 33 69 Exception Reasons New Feature A Reason field has been added for many types of exceptions such as Bay Deletes Voids Restores and Refunds These reasons will then print on the Exception report for later review Coupons and Discounts New Feature Coupons and Discounts are now saved when you leave the
70. Unlike the balance forward system which all invoices are due on the same day the pay by invoice system gives a set or predetermined number of interest free days from the invoice date In Accounts Receivable Customer setup you have the flag set to pay by invoice as well as the number of days they have to pay this bill before it starts to incur interest Here is an example of pay by invoice A customer comes in the fifth day of January The Customer receives some work and the invoice is worth 50 00 You have given the customer net 10 days to pay the invoice That makes this invoice due January 15 It does not matter if statements were printed or not Each day past January 15 gets interest charged until it is paid Charge Interest Screen Simply enter the Interest Date which typically is the end of the month of which the bills have been sent 1 e the February bills were sent February 1 so any payments not received by February 28 will be charged interest Click Process to calculate the interest IMPORTANT This cannot be undone The interest charges will show as individual debits under each fleet account The only way to undo the interest charge is to create a credit for that amount and then apply it to the interest charge 9 28 2005 Fleet Account Management e 107 Fleet Reports The following Fleet Reports are available 1 Fleet Account Listing 2 Fleet Account Detail 3 Fleet Transaction Journal 4 Aging Summary Fleet Accou
71. ace E nea ea as estas de ian leans 127 Advertising MiaiitenanCe cnore uoe i tcceecsadectiatade gees ae dus EE A N 129 Comment Maintenance ccs ccbeccc iis ceckeccagsanseecscsd aca psecebianu eee aiteeeetdcd eenenia decanted soos 130 Reminder Maintenant menarem en E a a a tae 132 General Setup pris xij sa asa evece his coche altace E asad ee eeeeseatd eenesindes encase ee 133 Center Inora onesna EE a a a eens 134 Business l fomal onenian a a a a a aed 135 Cemer Deru oras a a a amen 137 Moce o c Uee a a a 139 W OFKOLCer S SIV SEUD a a a S 142 Seker Sep aa aa ena a ete mae tanemaue ea enenens 144 MEMON o CEU ie siodtis sos euetanionaytc ta ncensttvaan etl eaais paca e A S 145 Pay SEE SCL UD oss pease a as eet mvc ant eee ates ac poe mre ab eee ances eae ements 146 WiC CK UTC SC U1 9 xscanseshectaadense od N A E E 147 DVO EG SCOP ea E 148 Ye Bd SC Pixcsivenssterewsenact cshsenmndodsooaansnas tandsninoatoabsnaacadsecaueahentoneesinastgohsoamdedssamunspectoadedeaueal 148 Remind r C Ard S CU she casessecntuatsoemadesasamimanactasdeneo ostyanseomeaesannnetsen eadovacciayanenumnaciesantaekeotuadinest 149 TAKS S CUD E PE N E E E T EE oaaodasadauanenumnaciesenteabeotoadinees 150 SCEUS Deen 151 Pay Type SC Upee EE wNeeeeaeenasen a eeReeeroneene Measas 152 CEDANTE a 153 IAC KMD SCP er E ENE 153 EDO SC a nes ntcsssed nuteesasaihaereteiabecssesuaut a adeniaantntnanencceeseietunes Gaaee en eneorms ties 154 DASE NC Dies sedi acell ele mela aso cpee E S Mesacd
72. age 3 6 for the toner and 1 for the plain laser paper Thus the laser printer yields a savings of 130 over 10000 invoices Note that the savings would be greater with the high capacity toner cartridge Note also that Lexmark has a recycle program which may allow even more savings There are also Toner Refill Kits which allow you to refill the toner cartridge yourself for much less you have to drill a hole in the cartridge and then pour in the toner Sage does NOT recommend these as they can damage your printer and may also void any manufacturer warranty e Paper Use regular copy paper 1 pp e 15 000 page monthly duty cycle e 20ppm 16MB 9 5sec to first print e Toner Cartridge o Mtg 12A7300 yields 10 000 pages 3 6 pp o Mfg 12A7305 yields 25 000 pages 2 6 pp HP LaserJet 1300 Laser Printer 14 e System Components y t The HP LaserJet 1300 Laser printer is used for Work Orders Invoices and Reports It replaces the Okipage 14ex and the Okidata 320 320Turbo printers The HP uses plain copy paper available at any office supply store or retail stores The HP also uses toner cartridges Toner cartridges contain the ink that the laser printer puts on the paper it s actually a dust made of plastic resin that is melted onto the paper You will want to purchase at least one extra toner cartridge to keep on hand for when you need to replace the one in the printer Toner cartridge
73. al Gift Card Sales Processed In Service Sales gift card sales show up as a new line item Counts and dollar amounts are shown similar to all other services sold In Register Summary gift card sales are included in the Total Sales but are itemized under the Net Sales to allow them to be separated in the accounting system Weekly Sales Journal In Svc Order Tickets gift card sales included on customer invoices or quick sales are included in the Invoice and Quick Sale totals respectively similar to the Daily Sales Report Gift card sales sold alone are shown on a new separate line for the Gift Card only sales In Service Sales and Service Counts the Gift Card services are shown with the other services sold including counts and dollar amounts In Register Summary gift card sales are included in the Total Sales but are itemized under the Net Sales to allow them to be separated in the accounting system Vital Statistics Report In Service Sales gift card sales show up as a new line item Counts and dollar amounts are shown similar to all other services sold In the Sub Totals and Totals sections that follow gift card sales are subtracted out In Sales Info gift card totals are added as an itemized amount and the Total w Tax includes them QuickTouch Reference Manual To implement the Gift Card program the option needs to be activated in Owner Setup anew P
74. alysis Lists all visiting customer zip codes for the date range indicated Coupon Analysis Lists all coupons used by customers for the date range indicated Advertising Type Analysis Advertising Types are the How did you hear about us entries done when checking in a new customer This report lists all advertising type answers for all new customers for the date range indicated Discount Analysis Lists all discounts used by customers for the date range indicated Day of Week Report Lists the number and percentages of customers for each day of the week for the date range indicated This report will be more useful run over a several week period with a Monday starting date and a Sunday end date First Visit Vs Repeat Visit Analysis For all customer visits in the date range this will compare the numbers and percentages of new customers and repeat customers Time of Day Analysis Lists the number and percentages of customers for each hour of the day for the date range indicated This report will be more useful run over a several week period with a Monday starting date and a Sunday end date Time of Day by Weekday The report shows a comparison of car counts for each weekday against the same day in previous weeks for the specified date range This report is useful for planning employee schedules and controlling labor costs Marketing Management e 123 System Management System Management provides various functions for configuring your QuickTo
75. an list all the different parts that the technician checks but he might not replace all of them wires etc e Pop Up List At Check In This is used for parts where the customer might have a preference as in Oil Generally this would be left at NO for any other item group Delete OK Cancel Back Forward Clockin Service Maintenance A YAm R eae a Display Sort Order Full Service Allow Quick Sale Use CheckList s Yes Use Miscellaneous Charge Misc Charge 1 Environmental Charge Amount 1 Note Miscellaneous Charges will be Taxed if Labor is Taxed Page 3 of 6 e Display Sort Order Allows you to sort your list of services into a particular order Inventory amp Service Management e 67 e Allow Quick Sale Allows you to disable this service from being sold through Quick Sale Quick Sale allows you to invoice a customer without going through the customer and vehicle information screen and does not produce a WorkOrder or checklist Thus you generally don t want any type of vehicle service to be sold through Quick Sale only items such as impulse items air fresheners soda etc e Use Checklist You can assign up to 3 20 point checklists to each service e Use Miscellaneous Charge You can assign up to two miscellaneous charges such as Environmental Fee to any service Note that the Miscellaneous charges have the same tax status as the Labor tax status on page 1 Page 4 n Lube Shop gt e Assign To Bu
76. an operate a cash drawer on the system To open a till Go to 2 Period Ending Processing 1 Till Management 1 Open Till Count the number of each denomination of currency and enter it into the fields provided When finished click OK at the top of the screen Customers can now be processed in the same manner as a single till environment At the end of the day or shift the till must be closed To close the till Go to 2 Period Ending Processing 1 Till Management 2 Close Till Once again count the number of each denomination of currency and enter it into the fields provided When finished click OK at the top of the screen If this is the end of the day the End of Day Process can now be completed as normal See Close Current Day instructions on page 46 If this is the end of a shift then a new till must be opened before customer processing can continue on this computer If no till is opened then the computer will act as a bay station When using Multiple Tills the End of Day process stays the same except that each cashier s drawer total must be verified individually Undo Close Till The Undo Close Till function can be used to correct a mistake on the closing of a till e 45 Close Current Day 46 e At the day end you will be counting all the cash in the drawer and all checks and credit cards QuickTouch will compare your totals with the system totals and indicate disparities Day End Procedure 1 F
77. an run it every day week bi weekly it doesn t matter Once the numbers are setup correctly it will always order the right amount of filters to get to the target number e The computer will always round up to the nearest carton So in the example above if your Target is 150 filters it will have you order 11 cases which is 6 more than your Target 10 cases will not get you to 150 e If the customer only wants to keep one in stock of a particular inventory item the setup is a little different but the calculation still applies Carton Quantity 1 x Standard Order 0 Min Onhand 1 TARGET 1 168 e Discussions QuickTouch Reference Manual Parts On The Fly Labor On The Fly With the ever growing complexity of the auto industry we will always have a need to record miscellaneous parts or services onto an invoice Some users simply create a service called Miscellaneous which allows the cashier to type in the amount of the service The biggest disadvantage to this is that at the end of the week or month you run a sales report and all it shows is Miscellaneous 286 25 and you have no idea what was sold or what your costs were or if the services were even priced correctly With the QuickTouch Parts On The Fly and Labor On The Fly features you can force the cashier to enter critical descriptive information costs and retail prices for every miscellaneous sale Parts on the Fly will generally be used for
78. ancement documentation has been organized by type of function customer processing fleet accounting inventory etc Again some of the following enhancements are informational only and others will require setup on your part to activate them Where activation is required instructions will be included as part of the documentation The Installation instructions will always start from the Main Menu The enhancements are as follows General Information A new Start up Splash screen_has been installed for 6 5 6 When the system is first turned on the first screen that displays has been changed This was done to clearly indicate that the 6 5 6 upgrade has been installed A new Gift Card or Gift Certificate System has been implemented Gift Card sales are itemized out of the net sales in various places throughout the QuickTouch reports Daily Sales Report Sales Journal Vital Statistics They are revenue and part of total sales but are then treated similar to pay ins or fleet payments since nothing was actually sold The sale is counted when the gift is redeemed They are included in the end of day cash drawer for bank deposits You may be able to make arrangements with your credit card processing company to assign and track the value of each card you sell to your customers Generally it would involve a swipe of the Gift Card through the credit card machine and the card is then activated and can be sold for that amount Your credit card comp
79. and ensure that loyalty rewards are assigned correctly Occasionally a mistake will be made entering a customer into QuickTouch This may happen when a customer receives a new license plate or if a technician types the license plate into QuickTouch incorrectly and thinks it s a new customer To fix either of these occurrences you will do a History Merge First you will need to decide which is the GOOD license plate and which is the BAD one You will want to merge FROM the bad INTO the good This process will move all history and loyalty information into the good license and remove it completely from the bad license You have the option here to delete the bad license which you will usually want to do You also have the option to merge the loyalty reward information this will also usually be done Press Merge History when you re ready and the merge and delete will occur immediately In this example a technician checked a customer in with the incorrect license plate ABC132 and you want to delete this and merge the visit into the correct license plate ABC123 LR Only Use the LR Only button if you want keep both vehicles in the system but want to merge ONLY the loyalty rewards An example of when you would use this is if a family owns several cars but wants to merge the loyalty rewards all into one car say a kid taking a car to college QuickTouch Reference Manual Customer Management e 121 MailMark
80. ange o Final Drive QuickTouch Reference Manual Inventory amp Service Management e 69 o Manual Transmission o Manual Transaxle o Oil Change o P C Valve o Transmission Service o Transfer Case o Transaxle Service o None e Minimum Markup Acceptable Markup This feature is disabled it is under development e Suppress Checklist When Used As A Service Within Another Service Generally this is set to NO The Yes option would only be used in a service like the 30 000 Mile Service which includes multiple services which may have multiple checklists associated with them Thus you could use a single large checklist to cover the multiple services the check points would all appear on one page as opposed to having several individual checklists these would all appear on separate pages e Ask For Employees This allows the cashier to enter one or two employees who performed this service This is useful for shops that award commissions when the employees performing certain services may not be the same as the Upper and Lower technician positions The results of this are listed on the Employee Service report Generally this will be NO e WorkOrder Type Does this service produce a workorder when assigned from the Workorder screen checking in the vehicle Usually yes so the Workorder button is generally selected I can t think of any examples of a service that would not require a workorder Workslip is used for carwashes where you wish to
81. anulasiwer s n Chars kiaj E rory DI O00 Mart BS ha Starting af S708 wor Slocriag Ayai status Ovi OVERDUE s fee Aunendtaat fev Pricing r eee fray mirim pare a Air Cleaner Element s fie at ar eee isapa Faery Mon tha nspect replace if necessary Every 15000 Miles 24000 km Date Due Mileage ns ee N A 88 000 Shalim Heri Visit bii an FIT 2 F Hest Bomdec Zenpiember 250M 57 a Mia Li fheeviee Miyasaka 270k 0 BS Lies bonusta a Rocnmmerndistion longest Flr Far iF Roma r F feo bibe oe oT ienich baa the Gik Tine Pretune Gyia Cooling System Change Coolant Every 60 Months or 150 000 Miles 240 000 km Date Due Mileage Man Tataars Rlesconanendatien enlist Dvir 15 000 RO er Coming Syari Burmaa ETAG Mah FOG 10 000 Lii o Lan Janien Mo Prr HOT i J io lestuer s henan Cha Cira Feary O Meriba c S bea Ta Ei o i iet Good Hiart Soaetcer Dais grekia Key SAE Wirpayaisms lan Sadek Tomei PCE The Service Maintenance Schedule will be automatically enabled when you run the upgrade NOTE Manufacturer Service Recommendations for spark plugs fuel filter cabin air filter air filter tire rotation serpentine belts tune up power steering service plus hundreds more are available through the purchase of the Preventive Maintenance Module For more information call 800 724 7400 To disable the SMS from the Main Menu press 8 System Management 2 General Setup Options press Forward to
82. any then tracks the value on the card Since gift cards are not considered true sales the QuickTouch reports have been modified to reflect the separated Gift Card Sales The reports that have changed are as follows Daily Sales Report In Invoice Summary gift card sales show up in one of the following 3 ways If they are sold with other services on a customer invoice they will be included in the Total Non Quick Sales Processed section with a separate line for the Gift Card Invoice Sales portion separated out If they are sold with other parts or services on a Quick Sale they will be included in the Total Quick Sales Processed section with a separate line for the Gift Card Quick Sales portion separated out If they are sold alone on a customer invoice or alone on a Quick Sale they will be included in a new section called Total Gift Card Sales Processed QuickTouch Reference Manual QuickTouch Reference Manual In Service Sales gift card sales show up as a new line item Counts and dollar amounts are shown similar to all other services sold In Register Summary gift card sales are included in the Total Sales but are itemized under the Net Sales to allow them to be separated in the accounting system Weekly Sales Journal In Svc Order Tickets gift card sales included on customer invoices or quick sales are included in the Invoice and Quick Sale totals respectively similar to th
83. at vehicle If you choose No you can still print the SSM manually from the Bay Screen Print Work Order Number The Workorder number will be the same as the invoice number This will indicate if you want the number to actually print on the Workorder This will usually be Yes Print Delay Leave this as zero This is only required on certain older systems Page 2 ype Custom Note Here ype Customer Disclaimer Here Notes The notes will print on each Sage CA Estimate BAR Workorder below the services selected Disclaimer The disclaimer will print at the bottom left of the Sage CA Estimate BAR Workorder Graphic File This feature allows a company logo to be printed in the top left corner of the Sage CA Estimate BAR Workorder This screen is where the is the logo image can be selected Supported image file types include bmp jpg gif and ico The logo image file must be saved into C Program Files Quicktouch data Once the file is saved into this location it can be selected from the Graphic File box System Management e 143 Sticker Setup 144 e System Management Sticker Setup allows you to configure a supported static sticker printer to work with QuickTouch Yes No fo xton Lube Center 18 North Village Ave Exton PA 19341 Have A Great Day Print Sticker YES or NO No if you do not have a sticker printer connected to the QuickTouch system Sticker Line 1 4 These four lines will generally be used for the Name Add
84. ate number at the time of the sale o Certificate Number Required Set this to Yes to ensure that the service can t be sold without a certificate number o Certificate Number Must Be Unique Set this to Yes to have QuickTouch verify whether the certificate number entered has been previously sold This will help ensure accurate recording QuickTouch will record all certificate numbers entered under this service You can find the new reports located under 3 Inventory amp Service Management 8 Inventory Reporting 8 More Inventory Reporting The Certificate Activity Report will list all certificates sold for the date range while the Certificate Omissions Report will indicate any certificate numbers that are skipped Hint you will need to first update your security settings in order to view these reports QuickTouch Reference Manual Premium Upcharges The term Upcharge has been changed to Premium throughout the system including the printed Invoice Our research has shown that customers prefer a term that sounds less like extra charge and more like bonus Inventory Item Listing Report New Options The Item Listing Report now offered a Detail Level option of Low Medium or High o Low Prints for each item the Stock Number Description Last Cost Selling Price Min On Hand Quantity On Hand Carton Quantity Markup Amount Premium Amount and Taxable status o Medium Prints in addition to the above the A B C
85. ay Type has to be added for redemption tracking and a new service has to be added so the Gift Card can be sold There is a new Yes No question added to service setup to ask if the service should be treated as a Gift Card Installation 1 To activate the gift program go to System Management General Setup Owner Setup go to page two fourth line down asks Allow Gift Cards Touch the Yes Then type in a 1 for the Max Number of Gift Card Services Remember these services show up in the list of services sold detail but are not included in the accounting net sales 2 In System Management General Setup Pay Type Setup and touch the green Add button at the top Type in the name of the payment button that will show up at the end of the transaction e g Gift Card Gift Certificate Treat Like should be set to Credit Card Type in a dollar limit if you choose to limit the amount on any one card type in a sort order that will position that payment button on the final Invoicing screen relative to the other payment types Answer Fleet Link as No and skip the Fleet Name field and choose whether you want the drawer to open when invoices are paid with a Gift Card Touch OK to save it The next invoice you do will have this new pay type as a payment option 3 Next go to Inventory and Service Management Service Management Service Maintenance and touch the green Add button on the red top bar Type in the
86. cality and business type Sage can only assist in configuring QuickTouch to best match your business practices You can view a report of your discounts in the Discount Analysis report From the Main Menu choose Marketing Management Discount Analysis From the Main Menu choose System Management Cash Register Maintenance Discount Maintenance You will be prompted with a list of your discounts Press on a discount to edit that discount Note the Add button on this screen that will allow you to add a new discount to the list Also note the Page 1 of X indicator If there is more than one page of discounts you can use the Forward and Back buttons to scroll through the screens If you wish to delete a discount you need to go into that discount When you re viewing a discount press OK to save any changes or CANCEL to quit without saving changes QuickTouch Reference Manual System Management e 127 Senior Discount Yes No Discount Description Type the text description of the discount Prompt for Discount Amount NO for a fixed amount discount YES if you want the cashier to be prompted for the amount Amount If the Prompt setting is NO the user will be asked for the discount amount at check out Use Start End Date Specify whether or not a coupon has a beginning and ending expiration date The coupon cannot be used outside of these dates if enabled 128 e System Management QuickTouch Refe
87. can say Yes here and the billing cycle will be closed based on the Statement End Date Fleet Account Management e 105 Close Billing Cycle Are you sure you want to Close the Billing Cycle Example of a Fleet Statement Note that the From information is configured under the Center Information option of General Setup Options From the Main Menu choose System Management General Setup Options Center Information FROM EXPRESSWAY LUBE ACCOUNT STATEMENT 66336 3600 WEST EXTON PA 19341 321 654 9870 AR AGING SUMMARY 0 30 62 47 31 60 0 00 SAGE TRUCKING COMPANY 61 90 0 00 Attn JOHN 140 SOUTH VILLAGE AVENUE 31 120 000 EXTON PA 19341 ACCOUHT STATEMENT DATE CREDIT LIMIT TERMS PREVIOUS BALANCE PAGE SERVICE ACTIVITY HEW CHARGES PAYTMENTS CREDITS OPEN CREDIT HEV BALANCE PAYMENT DUE DATE ACCOUNT ACTIVITY DATE INvOICE LICENSE YR MAKE MODEL DESCRIPTIOH SUBTOTAL DISCOUNT TAX TOTAL BALANCE 1 24 2005 Fi PA TEST1 2004FORD TR F150 PI FULL SERICE B2 47 o 00 o 00 B2 47 0 00 20 05 Credit 1 Applied dnr Early Payment Digzcount 5 00 21005 Check 1234 57 47 ziat 00s 5 PA TEST 2005FORD TR F250 HD FULL SERVICE B2 47 o 00 0 00 B2 47 62 47 Charge Interest The Charge Interest feature allows you to charge interest on fleet accounts that are overdue We have implemented two different types of account practices in our accounts receivable system The first being balance forward and second is pay by
88. ce Select a service and press Forward to Page 5 Under the ChekChart Service Codes section you will see a list of service Discussions e 191 codes currently assigned to your service To add additional services press the right arrow To delete an existing service code from the list press directly on that service Automatic Transmission Page 5 of 6 Service Code gt ChekCharnt Transaxle Service Service Codes Transmission Service Require Customer Information at Check In New Feature Customer Information name address etc can now be either required or skipped at check in Requiring the information will force the greeter to fill in the appropriate fields before going forward from the customer information screen Allowing the technician to skip the information will let him go forward from the customer information screen with these fields blank but will require that they be filled out before the final checkout To configure this from the Main Menu press 8 System Management 2 General Setup Options press Forward to Page 2 and press Owner Setup Press Forward to Page 3 and select either Yes or No for the Require Customer Info option Service Maintenance Schedule Detailed Setup The Service Maintenance Schedule requires some setup before it can be used to its full potential Please follow the steps below to ensure that all options are configured correctly 1 Choose your display and print options e After runnin
89. d training your crew in its use Your Installation Technician will set up and test all hardware components and configure the following areas of QuickTouch Configure General Setup Options Configure Coupons Discounts Payment Methods Configure Services Enter Employees Enter Vendors Enter Inventory Part Codes and Retail Prices Enter Inventory Costs and On Hand Amounts Enter Inventory Minimum Standard Order settings or set all items to Auto for reordering Enter Fleet Accounts Enter Fleet Account starting balances Sage Support Test Dial in for pcAnywhere To expedite the setup and training and to maximize your training time you should have organized and listed all of the above items on the Sage provided worksheets You should also plan on being at the store the entire time of the installation dates All of your key employees should also be scheduled to be at the location the entire time 22 e Installing Your New System QuickTouch Reference Manual QuickTouch Reference Manual lt lt This page intentionally left blank gt gt e 23 Navigating QuickTouch QuickTouch is optimized for speed and ease of use You can use the Touch screen mouse or keyboard to navigate anywhere within the system QuickTouch 1 Launching QuickTouch 2 Navigating Through The Menus 3 QuickTouch Security 4 Exiting QuickTouch 5 Report Printing Options Launching QuickTouch gt GuickTouch On your Windows Desktop
90. dealer last month press anywhere on the entry You will be presented with an Add to History screen Enter the approximate Service Date and Service Mileage and press Add to History The Service Maintenance Schedule will be updated Add to History Hint When adding history first review the Manufacturer s Recommendation and then enter the information that is indicated For example enter the approximate date mileage or both depending on what is recommended You can add to history as many times as necessary to obtain the correct entry Invoice Copy Count New Feature The number of Customer and Fleet Invoice Copies can now both be specified within QuickTouch To configure this press 8 System Management 2 General Setup Options and press Invoice Setup Look for the Invoice Copies for Non Fleets and Invoice Copies for Fleets options Chek Chart Part Categories New Feature QuickTouch has incorporated six new part categories into the Chek Chart catalog database The part categories and manufacturers are as follows Serpentine Belts Installer Edge Cabin Air Filters Eagle GKI Installer Edge Mighty Motor Trend Performax Service Champ Service Pro Fuel Filters Mighty Service Pro Lights Mighty Transmission Filters Mighty Wiper Blades Mighty Rain X To enable these new categories first navigate from the Main Menu to 8 System Management 2 General Setup Options press Forward to Page 2 and then press Owner Setup P
91. ded to the invoice which explains the service to which it is attached e Labor Description Editable at Checkout Specify whether the Labor Description can be edited or not QuickTouch Reference Manual Inventory amp Service Management e 71 Service Group Maintenance Loyalty Rewards Program QuickTouch features a Loyalty Rewards Program to track the number of services a customer has purchased of a particular service type You can then create a nth Service Free to offer a free service of that type after a pre determined number of paid services Basically it allows you to reward loyalty This is typical with oil change or car wash services For those customers we have talked to that plan to implement this the consensus is to offer a free oil change after 10 12 paid There is a lot of consideration programmed into this feature For example if all oil changes count towards a free one which do you actually give the customer oil and filter LOF Basic Full Synthetic etc For this there are now Service Groups which allow grouping of similar services When the free service pops up on the screen during customer processing you will see all actual services sold that lead up to the free one You can pre set which service will be the free one or you can allow the operator the opportunity to decide which service of all the services in the service group you will now offer as the free one You can also edit the current count in Custom
92. des of the roller SESE PERRET ter CAUTION Incorrectly cleaning the printer will cause permanent damage and void the printer s warranty Cognitive recommends using a certified cleaning pen for all your printer s cleaning requirements P N 60 7 4 00 0002 QuickTouch Reference Manual System Components e 11 Legacy Printers Sage Microsystems no longer supplies the following printers These printers are compatible with QuickTouch and still in use by some of our customers If you are interested in replacing your printer please call our Sales department at 800 724 7400 Lexmark E232 Laser Printer 12 e System Components Lexmark E232t Laser Printer Note the additional 550 sheet bottom paper tray so that two types of paper can be used preprinted invoices and plain paper The Lexmark E232 printer is used for Work Orders Invoices Reports and Reminder Cards The only difference between the E232 and the E232t models is the additional bottom paper tray on the 232t This allows the user to use pre printed invoices in the top tray and plain paper in the bottom tray all from the same printer Laser printers use plain copy paper or multi use paper available at any retail or office supply store Invoices may be preprinted invoices or plain paper invoices See the section below for different invoice format examples Toner cartridges contain the ink that the laser printer puts on the paper it s actually a dust made o
93. dicator If there is more than one page of reminder intervals you can use the Forward and Back buttons to scroll through the screens If you wish to delete a reminder interval you need to go into that reminder interval When you re viewing a reminder interval press OK to save any changes or CANCEL to quit without saving changes General Setup Options QuickTouch Reference Manual General Setup Options allows you to configure QuickTouch to best match your business needs at your location General Setup Options consist of the following areas Center Information Business Information Center Defaults Invoice Setup WorkOrder SSM Setup Sticker Setup Inventory Setup Day End Setup Week End Setup Month End Setup Year End Setup ee oe ey oe ee I ee N gt 2 Reminder Card Setup j lt Oo Tax Setup j lt gt Security Setup _ Nn Pay Type Setup _ N Cash Drawer Setup _ Backup Setup _ Sa Export Setup n Sage Setup N gt G L Export Setup NO _ Owner Setup NO NO Estimate Setup Some Versions System Management e 133 Center Information Center Information is the location address information This information will print on the customer invoices xton Lube Center 8 North Village Avenue 9341 ob Sampson 800 724 7400 610 524 3234 enter 1 Center Number This will usually be 1 except for mu
94. e Exit button Exit You will be prompted with the Logon Screen DO NOT USE YOUR CODE AND PASSWORD Press the GRAY Exit button on the Logon screen You will be asked if you want to shut down QuickTouch Say Yes QuickTouch will close and you will be returned to the Windows Desktop QuickTouch Reference Manual Report Printing Options For any report in QuickTouch you have several options for viewing and printing the QuickTouch Reference Manual data Print Sends the report directly to the printer Print Preview KY Employees LT Print OK Cancel Back Forward Clockin a EAE EEN i Employee Profile Page ExpressWay Lube 1 1 2004 2 16 2004 EMPLOYEE INFORMATION EMPLOYEE ID 1 NAME John Smith ADDRESS 123 Main EXTON PA 19341 TELEPHONE NUM 800 724 7400 CURRENT PAYROLL INFORMATION REGULAR PAY RATE 5 00 OVERTIME PAY RATE 7 50 EFECTIVE DATE gt 1149 1999 HOURS NEEDED FOR OVERTIME 40 1 of 1 SOCIAL SECURITY NO 111 22 2333 DATE HIRED 11 9 1999 DATE TERMINATED EMPLOYEE ACTIYE PAYROLL HISTORY EFFECTIYE REGULAR DATE PAY RATE OVERTIME PAY RATE PREVIOUS 1 PREVIOUS 2 PREVIOUS 3 Print Preview allows you to view the report on the screen The report will appear on the screen exactly as it would appear on printed paper Note that the screen only displays HALF of the page the top or bottom half To switch between the top and bottom half of t
95. e QuickTouch Reference Manual QuickTouch Reference Manual range or set to default by going to System Management General Setup Reminder Card Setup Second and Third reminders time frames can t be changed and are sent 120 and 150 days after service was performed and will only print if the customer has not returned Selection Date This is the RETURN date of the customers So in this example it s nearing the end of August We want to print and mail the reminder cards for the first two weeks of September This is the date we typed in here Note that any customer who has a return date prior to this date and who has not received a reminder card will be printed Max Num Reminder Cards This prevents the computer from churning out too many cards in one batch On older systems with pin printers if too many cards printed at once the printer would go out of alignment This is not an issue with Laser printers Card Type This is set from the System Management General Setup Options Reminder Cards section please call Sage Support for assistance in setting the card type Change Message This will allow you to view or change the message that will print on the cards Click OK when done OK Cancel Back Forward Clockin Reminder Maintenance S s G 5 Present This Card Within 90 Days Or 3000 Miles Of Your Previous Visit For 3 Off Your Oil Change Zip Code Separator This will sort the cards by zip code and print a blank sheet
96. e 125 Super Shopper Coupon Coupon Description Type the text description of the coupon Display Sort order Indicate in which position you want the coupon to appear Prompt for Coupon Amount NO for a fixed amount coupon YES if you want the cashier to be prompted for the amount Dollar Amount If the Prompt setting is NO you can enter the dollar amount of the coupon Use Start End Date Specify whether or not a coupon has a beginning and ending expiration date The coupon cannot be used outside of these dates if enabled 126 e System Management QuickTouch Reference Manual Discount Maintenance In QuickTouch Coupons and Discounts have two different functionalities Coupons are dollar off amounts and Discounts are percentage off amounts Discount Maintenance is the area you go to add remove or modify discounts you will accept Discounts can be either for a fixed percentage amount or can prompt for a cashier entered amount There are tax considerations when applying discounts In QuickTouch the sales tax is applied after the discount is calculated For example if a service is 25 99 with 6 tax and a 10 discount Tax After Discount a 25 39 QuickTouch does not support a Tax Before Discount option as it does with Coupons Unfortunately Sage cannot offer tax or accounting advise You must contact an accountant or your state for instructions on how to properly collect sales taxes for your lo
97. e Daily Sales Report Gift card sales sold alone are shown on a new separate line for the Gift Card only sales In Service Sales and Service Counts the Gift Card services are shown with the other services sold including counts and dollar amounts In Register Summary gift card sales are included in the Total Sales but are itemized under the Net Sales to allow them to be separated in the accounting system Vital Statistics Report In Service Sales gift card sales show up as a new line item Counts and dollar amounts are shown similar to all other services sold In the Sub Totals and Totals sections that follow gift card sales are subtracted out In Sales Info gift card totals are added as an itemized amount and the Total w Tax includes them To implement the Gift Card program the option needs to be activated in Owner Setup anew Pay Type has to be added for redemption tracking and a new service has to be added so the Gift Card can be sold There is a new Yes No question added to service setup to ask if the service should be treated as a Gift Card Installation 1 To activate the gift program go to System Management General Setup Owner Setup go to page two fourth line down asks Allow Gift Cards Touch the Yes Then type in a 1 for the Max Number of Gift Card Services Remember these services show up in the list of services sold detail but are not included in the acco
98. e Main Menu press 8 System Management 2 General Setup Options press Forward to Page 2 and then press Owner Setup e Once in Owner Setup Press Forward to Page 4 and you can enable the part catalogs you wish to be available by pressing Yes next to each category 196 e Discussions QuickTouch Reference Manual e Press OK at the top when complete 6 Assign filter lines to the part categories e You will now need to assign your Primary and if applicable Secondary filter line brands to each enabled part category e From the Main Menu press 3 Inventory amp Service Management and then 2 Inventory Group Maintenance e Select the appropriate item group in this example Cabin Filters e Press Forward to Page 2 You will see your Primary and Secondary reference manual assignments Chek Chart cabin Fiter ServieePro chek chat gt QuickTouch Reference Manual Discussions e 197 Version 6 5 6 198 e Discussions e Press Yes to enable the filter lines and then for the Primary press the right arrow next to Name Select Chek Chart Then press Cabin Filter Finally press the appropriate Manufacturer e If you also carry a secondary brand in the Secondary section press the right arrow next to Name Select Chek Chart Again press Cabin Filter Finally press the appropriate Manufacturer e Press OK at the top when complete to save your changes e Do this for every part category The new 6 5 6 upgrade enh
99. e all actual services sold that lead up to the free one You can pre set which service will be the free one or you can allow the operator the opportunity to decide which service of all the services in the service group you will now offer as the free one You can also edit the current count in Customer Maintenance Void and Restore Invoice functions set the values back to the correct level The laser invoice types Graphics and Pre Printed Laser will print a message under the services sold showing the number remaining before a free service will be available Installation Step 1 is to set up loyalty reward Service Groups For example Oil Changes Go to Inventory amp Service Management Service Management Service Group Maintenance and touch the Add button at the top Type in a service group name i e Oil Changes Car Washes touch Yes to activate the group type the number of services required to receive a free one and then specify whether there is a specific service that is the free one touch Choose One or whether any service in the group can be given as the free one touch Any If you choose a specific service that will always be the free one and the customer wants a more expensive service in the group the system will ask the operator to confirm that the free service will be applied and will simply discount the more expensive service by the amount of the free one Step 2 is to go to each service Inventory amp
100. e fluid Every 50 000 Miles 30 000 km ee WERDE Due ovERDOE Cooling System Engine Oil Change Coolant Every Months or 150 000 Refer to GM Oil Life System monitor service indicator Miles 240 000 km light on oil and filter change Date Due Mileage m m Due M aa September 2011 e Note that in this case the Automatic Transaxle service is due The customer may indicate this service was performed 1 e I had this done just a few weeks ago perhaps 1000 miles ago To update the recommendation press anywhere in that box you will be presented with the Add To History screen Enter the approximate date or mileage at which the service was performed and press the Add to History QuickTouch Reference Manual Discussions e 195 Add to History e The screen will be updated with the new recommendations NOTE Manufacturer Service Recommendations for spark plugs fuel filter cabin air filter air filter tire rotation serpentine belts tune up power steering service plus hundreds more are available through the purchase of Preventive Maintenance Module For more information call 800 724 7400 New Chek Chart Part Categories Setup Belts Cabin Filters Fuel Filters Lights Trans Filters Wiper Blades QuickTouch has incorporated six new part categories into the Chek Chart catalog database These part categories will require some configuration before they will appear 5 Choose the part categories to display e From th
101. e hated ES CAE ee testa dares ia ate eae toss eteded ee ea lee eases eta aaa NetWork ROUET anu see tncs agosto tase A TETAAN ENEM OUS AA ATA ETNA Toe CY DO AUC ee E aca Contents e i QuickTouch Reference Manual li e Contents E es 6110 ings e E Greene N meee coer tLe EE AEAN E ETE E Tener Oe tree A eee ene Ce Tree A 41 IRE StOLe INVOICE ics dois tees ec ica dieses tte tes as den atiaeaacea ited ween Sane eo eiaieos tema 42 Period End Processing 44 FPEM ama OC AIC ING ea E A O 45 o LDS Mt B E E E TT E TEE E 46 Close Current Weck eisioes EEE E EE O 48 Close Current Monessa entra E EENE ET 49 Close Curren Y Car rerna AT 50 Reprint Sales REDON S arerpip t EE NE 51 Undo wirent Day Bnd ssci cnceccecececcasentios nuns snacknhesspovucatsesoneinas Ea 32 Inventory amp Service Management 54 Inventory ern Maime nan eende E ET E A 56 Inventory Group Maintenance cccccccccccccccssssssssessseeececeeeeeeeeeeeaaassssssseeeeeeeeeeseeeeeeeaaaaeseesees 61 Service Vidite nan Ce RE E eset Settled erect eae hale ie ae clock ae i ie 64 Service Group Maintenance Loyalty Rewards Program cccccccccccccsssssssesseeeeeeceeeeeeeeeeaaes T2 Vendor Maintenance E E E LEA AE I E AE E E AE E AT 173 Create Edit P rchase Orders esenee e EAE A EA A NEEN 75 Post Pure hias e Ordean N 76 CTS CI TETSU IVI at C1 ACS a a AE ENEE TT PAVERLOLY IRESLOC ke 8 nanea e E 79 venton Aduse ne e E S EEKE aS 81 Inventory Repor ING oriire a E a 82 Employee
102. e that you will need to contact your accountant for the correct settings on this page as each country state county and municipality will have different tax laws and rules Tax Setup is password protected so you will need to contact Sage Technical Support to modify these settings Round Down Always Up subtotal _SubtotateTax Primary Tax Rate Enter the Primary tax rate here as a percentage 1 e 6 or 6 5 or 7 75 etc Primary Tax Registration ID Leave blank except for Canada locations this would be GST Round Primary Tax Choose the appropriate rounding method Round Down or Always Up Secondary Tax Rate Enter the Secondary tax rate here as a percentage 1 e 6 or 6 5 or 7 75 etc Secondary Tax Registration ID Leave blank except for Canada locations this would be PST Round Secondary Tax Choose the appropriate rounding method Round Down or Always Up Apply Secondary Tax to the Subtotal except for Quebec where the Secondary Tax is applied to the sum of the Subtotal and Tax1 Apply Tax Before Coupon Usually NO See the Coupon Maintenance section on page 125 for a detailed explanation Note that changes done under Tax Setup take effect immediately This will affect your reports The tax amount collected is calculated and saved with each individual invoice When you run various sales reports the Tax Collected is actually the sum of the tax collected on all invoice
103. ect the service group that this service will be part of Every time this service is sold it will count as one more towards a free service in this service group A customer s current count towards a free service can be manually adjusted in the customer record To change the current count go to Customer Management Customer Maintenance put in the search criteria and locate the customer record On the customer information screen there is a new button called LR Maint Touch that button choose which service group you want to change the count for and simply change the current Visit Number Counter Access to this screen is controlled in Security Group Maintenance Choose each security group and go to the last entry in the list Loyalty Reward Maintenance In Customer Maintenance and set it to red to deny access or green to allow access for that security group 72 e Inventory amp Service Management QuickTouch Reference Manual OK Cancel Back Forward Clockin Service Group Maint mA k 8 es Jno Vendor Maintenance QuickTouch Reference Manual Vendor Maintenance allows you to add all of the distributors of your inventory into the system You should also add any auto parts stores Napa AutoZone etc or retail stores Wal Mart Sam s Club etc from whom you might purchase parts or equipment From the Main Menu choose Inventory amp Service Management Vendor Management Vendor Maintenance You will be prompted wit
104. eed to do these steps for EVERY service that you offer Let s view another example this time for an Automatic Transmission Service In this case we found four matching Chek Chart services Automatic Transaxle Automatic Transmission Transaxle Service Transmission Service Discussions e 213 10 Using the on screen Service Maintenance Schedule e When checking in a vehicle after filling out the customer and vehicle information page press Forward to view the Service Maintenance Schedule _ Air Cleaner Element T Automatic Transaxle m In pectireplace if necessary Maintenance Use a n Change fluid Eveny 50 00 Miles 000 km an eg oe Cooling System Change Coolant Every 60 Months or 150 000 Miles 240 000 km m Due i Engine Oil Refer to GM Oil Life System monitor service indicator fight on oil and filter change e Due M a Note that the gauges are all question marks this is because the current mileage hasn t been typed in yet Enter the current mileage and either hit Enter on the keyboard or press the Refresh button You will now see all the gauges Date Due Automatic Transaxle Change fluid Every 50 000 Miles 30 000 km OVERDUE OVERDUE UE Air Cleaner Element Inspect replace if necessary Maintenance Use maintenance if the change engine oil a Due w Mileage 5 Cooling System Engine Oil Change Coolant Every G0 Months or 150 9000 Refer to GM Oil
105. em can prompt you if the on hand amount of that item falls below zero This would normally only happen if a recent shipment has been received but hasn t been restocked yet Costing Method This is used to keep track of your average costs and will only matter if the costs change As an example you have 10 AF1 filters on the shelf that cost you 5 00 each and you received 10 more for a cost of 5 25 each FIFO is First In First Out the first 10 items sold will be costed at 5 00 and only then will the next and succeeding items sold be costed at 5 25 LIFO is Last In First Out the first 10 items sold will be costed at the new cost 5 25 and only when these are used up will succeeding items be costed at their original amount Average simply averages the cost across all in stock items Note that the FIFO and LIFO methods both keep track of the cost of each individual item In our example you will not see a cost increase in your inventory usage reports using the FIFO method until the first ten items are sold Using the LIFO method you will see the cost increase immediately until you use up the new stock and start using the existing stock The difference is that FIFO assumes that you rotate your stock pushing existing stock to the front of the shelf and restocking behind them LIFO assumes that stock is not rotated existing stock is pushed to the back of the shelf and restocking in front of them Number of Decimal Places to use in Invent
106. ence Manual e 1 Purview of This Document This document is more than just a technical manual on how to use the QuickTouch system Many of our customers are new to the quick lube industry or are new to computers As we explain our system throughout the following pages we will often provide Best Usage suggestions on how to use the system You will be able to identify these sections whenever we use the terms Generally or Usually Every market and municipality has different expectations or laws that impact your business Certain topics especially tax issues or labor requirements will require further research on your part with professionals who are familiar with the laws in your state and city 2 e QuickTouch Reference Manual QuickTouch Reference Manual Contact Information LY Customer Support 800 724 7400 La Mailing Address 18 North Village Avenue Exton Pennsylvania 19341 Fax Number 610 524 3234 www sagesystem com QuickTouch Reference Manual QuickTouch Reference Manual e 3 System Components A standalone POS system provides the full functionality of the QuickTouch system in an entry level package The standalone system consists of the following components Point of Sale Server Touch screen Monitor Cash Drawer Workorder Printer Lexmark E460dn Laser Printer Static Sticker Printer Invoice Printer Lexmark E460dn Laser Printer or HP CP 1518ni Color Laser Printer UPS Uninterruptable Pow
107. entive Maintenance New Sales Tools Preventive Maintenance supplements your existing Chek Chart Severe Service recommendations with over 500 additional recommendations based on the manufacturers preventive maintenance guidelines Preventive Maintenance recommendations print on the Sage Service Manual the new Service Maintenance Schedule and also on the final invoice Service Maintenence Schedule 31312004 SAG E Based on the Manufacturers Service Spocificatians tor this Vehicle SAGE Express Lube 102 Pickering Way Exton FA 19381 Fhona A00 7T24 T400 Your Logo Hera David Brown 2000 BUICK CENTURY E J 6 0 3 1L 151 FI J PA 123 Current Mileage 54 220 Automatic Transaxle Status OVERDUE Starting sl 79 90 Mert Service 0 000 Miles Last Service Wo Previous History Manufacturer s Recommendation Change Fluid Every 50 000 Miles 0 000 km Severe Service Recommendations Engine Oil Status OVERDUE Starting at 32 99 Next Service Foorary 2004 62 582 Miles Last Servies November 2003 49 582 Miles Manufacturer s Recommendation Change Lubricant Every 3 Months or 3 000 Miles4 B09 km Power Steering System Statue OVERDUE See Aneadant for Pricing Next Service Soptember 2001 Last Service Mo Previous History Manufacturer s Recommendation Inspect Every amp Months 3 any Wheels amp Tires Status Next Visit Starting at 517 99 Next Service September 2004 7 382 Miles Preventive Last Se
108. envelopes This will allow you to simply fold the invoices and place them in the envelopes without having to write the mailing or return addresses Normally you will print your fleet statements every month The statement end dates will normally be on the last day of the previous month in the following examples we are using February 1 to February 28 as the billing period with February 28 as the Statement End Date After you successfully print your statements you will be asked if you want to Close the Billing Cycle The Billing Cycle or the Billing Period refers to the date range of activity for your statements After you print your invoices you will close the billing period based on the last day of that month in this example February 28 Now when you send out your invoices for the next billing period March 1 March 31 the system will know 104 e Fleet Account Management QuickTouch Reference Manual QuickTouch Reference Manual that the last billing period was ended on February 28 and only print activity after that date IMPORTANT There is a functional difference between the Print Preview and Print options on this page Normally Print sends the document to the printer and Print Preview displays the document on the screen and you can print it from there However in this case the Print option also allows you to close your billing cycle after the invoices print Print Preview does not give you this option you must c
109. eports 1 Daily Sales Report 2 Weekly Sales Journal 3 Day End Journal 4 Exception Report 5 Daily Activity Report 6 X Tape Report 7 Tax Exempt Report 8 More Sales Reporting L 2 3 4 5 6 Co Op Report Vital Statistics Report Sales Description Pay In Out Report Till Report Daily Sales Summary 7 Undo Current Day End 44 e Period End Processing QuickTouch Reference Manual Till Management QuickTouch Reference Manual QuickTouch supports the final processing of customers at more than one computer Each computer can have its own physical cash drawer that gets tracked individually Multiple Tills can also be used to track a shift change between cashiers mid day This enables each cashier to count their own till before and after their shift thus making it easier to track down where a variance has occurred Please note that the two above descriptions of multiple tills can be used in conjunction with one another So there could be an AM shift and a PM shift on both bay 1 and bay 2 for a total of 4 tills for that day In any of the scenarios above all of the day s tills are combined to reconcile at day end To enable this feature from the Main Menu go to 8 System Management 2 General Setup Options Forward to Page 2 Owner Setup Forward to Page 2 Change Multiple Till to Yes Note Multiple Tills cannot be turned on or off in the middle of the day A till must first be opened before a cashier c
110. equire All Fields in Parts On Fly Normally NO Parts On Fly is an invoice feature which allows you to enter outside parts onto the invoice If No you can skip the Cost and Invoice fields If Yes these fields are required System Management e 137 138 e System Management Show Week Month Year on Sales Reports Normally YES Selecting NO would suppress the Week Month and Year to Date totals from showing on the sales reports Some owners choose to disable these calculations so that the cashiers aren t privy to sales numbers Require VIN Normally NO this would require that a VIN number be entered for each vehicle on Check In The VIN field is located on the Extended Customer Information page of Customer Maintenance Use Auto Reminder Calculation Normally NO this would allow QuickTouch to calculate the next reminder date based on the customer average return visits Default Labor On Fly Tax Status Labor On Fly allows you to enter miscellaneous labor charges on the invoice In some states only parts are taxable in others both parts and labor are taxable If labor is taxable say YES here Page 2 These fields are used to calculate the Vital Statistics report You will need to estimate these values Labor Rate Your average hourly labor rate Number of Work Hours per Day Average number of work hours per day Estimated Overhead per Day Estimate your average daily overhead i e rent utilities insurance Estimated Labor p
111. er Day Your average daily labor costs QuickTouch Reference Manual Invoice Setup Invoice Setup allows you to customize the layout of your Invoice Our latest invoice format is the Graphics type which is optimized for plain paper laser printers and has several advanced features Other invoice formats may include or not include various options so contact Sage Technical Support if you have special requirements We will cover the Graphics invoice features here Page 1 MERE die ae Center Name On Invoice Yes Center Address On Invoice es Name Address Position 8 Invoice Copies For Non Fleets Invoice Copies For Fleets Display Parts and Labor Prices Print Claim Check with Receipt Invoice Type This will normally be configured by the Sage Service Technician when your system is installed The choices are complex so although I ll provide brief descriptions you should call Sage Support if you have particular needs These options all depend on location printer type and invoice layout A few of the choices include ype Printer Invoice Layout Preprinted Laser Laser Preprinted invoices with Suggested Service intervals Graphics Laser Plain paper invoice with the ability to print a bitmap logo image disclaimer invoice notes promotion counters and store number as part of the invoice number Sage CA Service Laser A Preprinted invoice type that is configured for Invoice BAR California BAR compliance Graphics Color
112. er Maintenance Void and Restore Invoice functions set the values back to the correct level The laser invoice types Graphics and Pre Printed Laser will print a message under the services sold showing the number remaining before a free service will be available Installation Step 1 is to set up loyalty reward Service Groups For example Oil Changes Go to Inventory amp Service Management Service Management Service Group Maintenance and touch the Add button at the top Type in a service group name 1 e Oil Changes Car Washes touch Yes to activate the group type the number of services required to receive a free one and then specify whether there is a specific service that is the free one touch Choose One or whether any service in the group can be given as the free one touch Any If you choose a specific service that will always be the free one and the customer wants a more expensive service in the group the system will ask the operator to confirm that the free service will be applied and will simply discount the more expensive service by the amount of the free one Step 2 is to go to each service Inventory amp Service Management Service Management Service Maintenance and choose each service that will count towards a free one in the service group After choosing an included service page forward to page 6 of service setup There is a new question asking for Service Group Touch Choose One and sel
113. er Supply Mouse Keyboard A networked system provides full functionality of the QuickTouch system at as many locations throughout your facility as needed The networked system consists of all of the components listed above with the addition of the following 4 e System Components Network Router Bay Station Computer one or more Office Station Computer optional QuickTouch Reference Manual Touchscreen Monitor QuickTouch Reference Manual Elo CRT Touchscreen Monitor Elo LCD Touchscreen Monitor Discontinued The Elo Touchscreen monitor provides an easier user interface than a mouse Touching anywhere on the screen is the same as a left click on a mouse The mouse can still be used if preferred Cleaning The monitor should be cleaned with a dry soft cloth or with a soapy water mixture on a soft cloth or just a paper towel NEVER USE CHEMICALS anything stronger than Windex to clean the monitor Always spray the cleaner onto a cloth and then clean the monitor with the cloth spraying too much liquid directly onto the monitor could possibly leak into the monitor Re aligning the Mouse Pointer to Your Finger Calibrating The Elo Touchscreen software is what allows you to touch the monitor and have the software respond as if it was a mouse click The software needs to be calibrated in order for it to work correctly This is normally done when the system is installed but might occasionally need to be recalibrated
114. er card company I m getting too many reports Or I m not getting all the reports I need From the Main Menu choose System Management General Setup Options Day End Setup From here you can choose which reports you want to print During the backup it s asking me to insert a second CD It s never asked me this before It is highly unlikely that there is more data than would fit on a CD Most likely the CD needs to be reformatted Follow instructions under the Format A CD section During the backup it s saying the disc is write protected The CD that is in the drive either is bad or needs to be reformatted Cancel out of the Backup procedure reformat the CD or insert a good CD and complete the backup from the Main Menu System Management Daily Data Backup Close Current Week 48 e OK Cancel Back Forward Clockin con ee A 2 8 2004 2 12 2004 Close Current Week will generate the weekly reports for the time period that you indicate The following reports will print when you click OK e Weekly Sales Journal e Weekly Stock Sales Report e Weekly Employee Time Report e Weekly Employee Service Report e Weekly Vital Statistics Report To turn off any of these reports from the Main Menu choose System Management QuickTouch Reference Manual General Setup Options Week End Setup Sage s old DOS system and some competitor systems require that week end processing be done on a particular day for in
115. erently depending on whether a fleet accounts is Open Items or Balance Forward page 2 of the Maintenance screen Important Any transactions done under Payments Credits Debits cannot be undone they can only be offset and so the fleet account statements will reflect all activity done on these screens If you are a new user to the system please contact Sage Technical Support before attempting anything for the first time on these screens Open Items rit l 4130 2004 Inve 8 on As 52849 o j o m Payment This will allow you to create a payment transaction for this fleet Payments are assumed to be checks and all payments will be listed as checks in the Day End Processing screens Thus every payment will affect the cash drawer totals for that day A payment must be applied to an open invoice or credit which will be listed on the bottom half of the screen Fleet Account Management e 101 Apply Credits If a credit has already been created but not applied you will be warned when you enter the Payments Credits Debits screen you can use this button to apply the credit Credit This will allow you to create a credit for an account You will then need to go back into Payments Credits Debits and apply the credit to a particular invoice Debit This will allow you to create a debit for an account It will appear in the bottom half of the screen along with any open invoices The Open Items view will list all outstanding invoices When you
116. ervice Target Price This advanced labor pricing method would be used in conjunction with the Actual Parts pricing method First you set your Service Target Price for instance any 6cyl Tune up you might wish to charge a total of 69 99 no matter what you charge for the parts This feature would calculate the total parts price and subtract this amount from the Service Target Price and this would be the labor charge Note that this feature is grayed out unless you click Actual Parts under the parts section QuickTouch Reference Manual Inventory amp Service Management e 65 OK Cancel Back Forward Clockin Service Maintenance y a s G os Tee ac ie ee 2 meme ome fm JR fom om fom This page allows you to assign parts part categories or other services to a service When you click the Add button on this screen you will be prompted to choose a Part Item Group or Service Before jumping in the deep end let s talk about services and parts first When QuickTouch refers to a Service it is referring to the list of buttons that shows up when you press the Services button when creating a WorkOrder Invoice or QuickSale Services might involve multiple employees and multiple inventory items or might be a simple as pouring a bottle of additive Thus there are several different types of services For some types of services you might wish to assign a particular part for that service For example a
117. f plastic resin that is melted onto the paper You will want to purchase at least one extra toner cartridge to keep on hand for when you need to replace the one in the printer Toner cartridges feature a higher initial cost 94 for the 2 500 page toner cartridge at a local office supply store compared to a pin fed printer ink cartridge 17 but will yield a very large number of printed pages and is actually cheaper than the usual two part continuous fed invoices For an example price comparison I priced on the QuickTouch Reference Manual internet 10 000 preprinted continuous fed 1 color forms for 570 and a 17 ink cartridge which averages out to about 5 9 per page For the laser printer the cost per page is about 4 8 per page 3 8 for the toner and 1 for the plain laser paper Thus the laser printer yields a savings of 110 over 10 000 invoices Note also that Lexmark offers a recycle program through third party vendors which may allow even more savings There are also Toner Refill Kits which allow you to refill the toner cartridge yourself for much less you have to drill a hole in the cartridge and then pour in the toner Sage does NOT recommend these as they can damage your printer and may also void any manufacturer warranty In the 232 model printer the toner cartridge actually sits inside the photoconductor unit which is also a replaceable part e Paper Use plain copy paper 1 pp e 10 000 page monthly du
118. for the Require Customer Info option Security Group Setup New Options When the QuickTouch upgrade adds new features or moves modifies existing options these features are automatically disabled in Security Setup Immediately after running the upgrade Owners and Managers will want to review the appropriate security groups from the Main Menu press 4 Employee Management 2 Security Group Maintenance to ensure that all screens and options are set appropriately The following items are new to QuickTouch o PayIn PayOut Report located under Period End Processing Reprint Sales Reports More Sales Reporting o Certificate Activity Report and Certificate Omissions Report located under Inventory amp Service Management Inventory Reporting More Inventory Reporting o First Reminder Cards Second Reminder Cards Third Reminder Cards and Thank You Cards are now located under Customer Management Reminder Cards o Preventive Maintenance Setup located under System Management System Utilities Inspection Certificates New Feature Inspection services can now prompt for a certificate number and track and report on these numbers To configure a service from the Main Menu press 3 Inventory and Service Management 3 Service Management and 1 Service Maintenance Select the inspection service and press Forward to Page 6 You will see the following options o Ask For Certificate Number Set this to Yes to prompt the cashier for the certific
119. from the computer Pull the faceplate off from the front of the computer by first pulling the bottom out and then the top There is a handhold on the bottom of the faceplate aeeti ctts SE ull out the bottom first QuickTouch Reference Manual Discussions e 217 Unscrew the two thumb screws from the back of the computer Pull the side of the computer straight back You will feel it disengage 218 e Discussions QuickTouch Reference Manual You are now looking at the inside of the 5 computer The CD DVD drive will be all the way at the top Unplug both cables from the back of the CD drive One will be a gray ribbon cable the other will bea multicolored power cable They will both pull straight out of the back of the drive You want to be gentle but firm when pulling on the cables they ll feel stuck but will not require a lot of force QuickTouch Reference Manual Pull both cables straight back Discussions e 219 Push up on i 7 an A al the locking pe mechanism eia c gt a a 7 hand and om i gt an pull the drive out with your other hand It will slide right out Unscrew the two screws from each side of the old drive And screw them into the same top holes of the new drive 220 e Discussions QuickTouch Reference Manual Push the new drive back 1 into the computer You 0 will hear it sna
120. g the upgrade the Service Maintenance Schedule will already be set to show during the check in process To change this setting from the Main Menu navigate to 8 System Management 2 General Setup Options press Forward to Page 2 and select Owner Setup Press Forward to Page 3 of Owner Setup and you will see the Show Service Maintenance Schedule During Check In setting Select Yes or No Press OK at the top when complete e You are now still under General Setup Options Press the Back button and select Workorder SSM Setup You will see the Always Print Service Maintenance Schedule setting Select Yes or No and press OK at the top when complete 2 Choose your printer e Ifyou are installing a new printer for this feature you should do this first through Windows by following the specific manufacturer instructions 192 e Discussions QuickTouch Reference Manual e From the Main Menu Navigate to 8 System Management 3 System Utilities 6 Computer Utilities Press Forward to Page 2 e From the Computer Utilities Printer Setup screen you can configure the printers that QuickTouch uses At the bottom of the screen you will see the new Service Maintenance Schedule Printer setting Select the printer from the list to which you want to print the SMS Also press Yes or No to indicate whether it is a color printer Press OK at the top when complete Repon Sticker oo NULL NULL 3 Configure your services e The Service Main
121. ge Quicklube orp Address 9341 5 E ranchise Fee 2 Percent Fee Franchise Fee 600 1 2 Percent Fee __ 050 _ po 0 00 Franchise Number This is the store franchise number QuickTouch Reference Manual System Management e 135 136 e System Management Franchise Name Address City St Zip These fields are the franchise corporate office contact information Fee 1 2 3 You can indicate up to three different franchise fees Enter the description and the percentage amount The percentages are in whole number not decimals so type 600 and it will make it 6 not 06 Page 3 Box 3 Header This is the title for the Fee 1 box You can indicate a second line Box 4 Header This is the title for the Fee 2 and 3 boxes You can indicate additional lines for these boxes Page 4 Line 1 6 These are additional comment lines that print at the end of the Co Op report QuickTouch Reference Manual Center Defaults QuickTouch Reference Manual Center Defaults provides various options for how QuickTouch will operate at your location Page 1 Page 1 of 2 Default License PA Number of WorkSlips o Default Language English gt aadi Second Language gt English Anglais Ingl s French Fran ais Franc s Spanish Espagnol Espa ol Allow Choice of Clocked Out Employees In Check Out Yes Clear Employee Selection For Each Invoice Yes Require All Fields In Parts On Fly Yes Show Week Mo
122. gement Inventory Group Maintenance You will be prompted with a list of your Item Groups Choose the appropriate Group C Cancel Back Forward Clockin o Item Groups se Please ma ce a selection A Page 1 of 2 Fuel System Cleaners v Ao N O ESS p A Se Air Filters Belts And Hoses Cabin Filters es A Note the Add button on this screen that will allow you to add a new group to the list Also note the Page 1 of X indicator If there is more than one page of groups you can use the Forward and Back buttons to scroll through the screens If you wish to delete a group you need to go into the group All inventory must be deleted from the group before you can delete it Inventory Item Maintenance and the group must not be assigned to any services before you can delete it Service Maintenance When you re viewing a group press OK to save any changes or CANCEL to quit without saving changes Inventory amp Service Management e 61 Page 1 C It G Maint Delete OK Cancel Back Forward Clockin a em Group Maintenance e s an E Wer Air Filters Alphabetical By Sort Order By Number e Item Group Type a brief description of the group here e Select Order When you re viewing inventory items within this group this is how they will be ordered Items will be listed either numerically AF1 AF3 AF200 or alphabetically AF1 AF200 AF3 B
123. h Thus when an employee uses his Code Password to log onto the system he will see the menus in the appropriate language Contact Sage Support to enable this feature QuickTouch Reference Manual Employee Management e 87 Delete OK Cancel Back Forward Clockin Employees amp S X ee E A e Social Security Number Optional e Date of Hire Required Defaults to the current date when adding a new employee e Last Rate Change Date Required Defaults to the current date when adding a new employee e Date of Termination Optional e Regular Pay Rate Optional These numbers will affect the Daily Statistics e Overtime Pay Rate Optional These numbers will affect the Daily Statistics e Overtime By Required Most municipalities require a standard 40 hour work week over which employees receive at least a time and a half pay rate Other municipalities might require an 8 hour day and some might require both Choose the appropriate Overtime period which most often would be a 40 hour workweek period 88 e Employee Management QuickTouch Reference Manual Security Group Maintenance QuickTouch Reference Manual Security Group Maintenance allows you to add or remove Security Groups Assigning an employee to a particular security group allows him access only to the areas of QuickTouch that you allow From the Main Menu choose Employee Management Security Group Maintenance You will be prompted with a list of your Security Groups Choose
124. h Lube Point of Sale System This manual will provide you an overview of your new system various configurations some of its components and guide you through using your system Since our incorporation in 1988 Sage Microsystems Inc has become known as an innovator and leader in point of sale computer systems for the fast lube industry And because it s our only business all of our resources go into building systems to meet your ever changing business needs We made our systems faster and friendlier our upgrades regular and reliable You can count on QuickTouch to deliver the unsurpassed performance and continuing improvements our customers have come to expect At Sage we pride ourselves on our commitment to offering you the highest quality products and services That level of commitment resulted in a decision made at Sage in 1998 to re write our entire product line using state of the art technology This re write resulted in the QuickTouch family of products These products include features such as the Microsoft Windows operating system the worldwide computing standard laser printers thermal sticker printing and Touch screen technology These and other product additions and enhancements are a direct result of the feedback we receive from you If you have any ideas on how we can improve the QuickTouch system please feel free to pass them along to us and we will endeavor to incorporate the best ideas into our product QuickTouch Refer
125. h a list of your Vendors Choose the appropriate Vendor Note the Add button on this screen that will allow you to add a new vendor to the list Also note the Page 1 of X indicator If there is more than one page of vendors you can use the Forward and Back buttons to scroll through the screens If you wish to delete a vendor you need to go into that vendor first When you re viewing a vendor press OK to save any changes or CANCEL to quit without saving changes Inventory amp Service Management e 73 Page 1 C Yend Mai OK Cancel Back Forward Clockin N endor Maintenance A 5 ei a Exton Oil Distributors 19341 EXTON A Raymond 123 456 7890 Vendor Name Required Address Zip Code City State Contact Phone One These fields are optional but useful if you use the Purchase Order feature Phone Two Fax Modem Email These fields are optional Page 2 A OK Cancel Back Forward Clockin Vendor Maintenance s Cin Bs S Purchases for Purchases for Order Method This option is for your information only it does not have any effect in QuickTouch Modem Script is disabled unless the Modem Order Method is selected This field is informational only it does not have any effect in QuickTouch General Ledger Accounts This is used only with the QuickBooks interface 74 e Inventory amp Service Management QuickTouch Reference Manual Purchase History These charts will dis
126. he cost of an oil filter as 3 as part of your service but a BMW filter costs you 8 then the upcharge would be 5 or whatever If you re not sure charge the difference between the budgeted cost and the actual cost and round it as in the example Pricing Method Fixed is your usual choice here This is the price that you charge the customer Note that there is a Selling Price and a Service Price These are usually the same the only time they would be different is if you charge a different usually lower price if the item is sold as part of a service For instance the air filter is normally 7 99 but is sold at 5 99 if part of a tune up Pricing Method Variable will prompt the cashier for a price this will not be used for most items Pricing Method Markup will allow QuickTouch to calculate the price of the item based on the cost For instance the item cost is 2 00 and your markup is 200 then the selling price extended to the customer would be 6 00 This method is not commonly used it s like going to a restaurant and ordering lobster and the price is listed Market the customer will have no idea what it will be until it shows up on the invoice QuickTouch Reference Manual Page 2 Cancel Back Forward Clockin Item Maintenance ee ee eae eee ee Stock AF1 p Page 2 of 3 Carton Quantity Unit Description Order Method Average Days Usage Days to Order Usage Minimum Quantity in Units
127. he page use Up Down arrows to the right of the report Note the Page 1 of X indicator at the top right of the screen If there is more than one page of items you can use the Forward and Back buttons to scroll through the screens From the Print Preview screen you can also choose to send the report to the printer Pressing the Print button from this screen will give you several options Print Whole Document Current Page Range of Pages e Whole Document Prints the entire document e Current Page Prints only the page displayed on the screen e Range of Pages Allows you to specify which pages to print Navigating QuickTouch e 29 lt lt This page intentionally left blank gt gt 30 e Navigating QuickTouch QuickTouch Reference Manual Cash Register Mode Under the Cash Register Mode menu is where you will do all of your sales You will also be able to do other register functions such as pay in pay out viewing daily statistics and reprinting workorders invoices and stickers The Cash Register Mode menu has the following options 1 Bay Screen 2 Daily Statistics o xX Tape o Employee Oo Service Statistics 3 Cash Register Functions 1 Void Invoice 2 Refund Invoice 3 Pay In 4 Pay Out 5 Open Cash Drawer 6 Starting Drawer Fund 4 Reprint Invoice 5 Print Generic Sticker 6 Estimate 7 Inventory Check 8 Restore Invoice QuickTouch Reference Manual Cash Regi
128. he store but rather pays at another office location Optional Fleet Name Selecting a particular fleet account for this payment type will automatically charge the invoice to that fleet Leaving this blank will allow the cashier to indicate the fleet account at the time of sale Open Cash Drawer When Used YES or NO depending on whether you want the cash drawer to open when you press this payment type at the time of sale QuickTouch Reference Manual Cash Drawer Setup Cash Drawer Setup is used if you have a working QuickTouch cash drawer Open Cash Drawer YES to have the drawer open automatically based on the pay type NO if there is no functioning cash drawer Com Port Indicate the computer COM Serial port that the cash drawer is connected to Backup Setup Backup Setup allows you to indicate the default backup location This will normally be drive D which is the rewritable CD drive QuickTouch also allows you to back up your daily data to a more convenient flash drive These flash drives should be 1GB or larger to ensure that all your data will be saved See the Daily Data Backup section for more information and instructions for setting up your system to back up to a flash drive QuickTouch Reference Manual System Management e 153 Export Setup This screen is used to setup QuickTouch to export to the QuickBooks interface This section would normally be administered by a Sage Support Technician Please contact Sage Tec
129. hnical Support before making any changes on this screen Note The MailMark button is no longer used for the MailMark export QuickBooks Sage Setup This section needs to be administered by a Sage technician and is password protected G L Export Setup The G L Export Setup is used for configuring the QuickTouch to QuickBooks Export interface All pertinent fields are listed and can be linked to the appropriate QuickBooks account number If new Pay Types are created after the QuickBooks interface has been installed they must be linked accordingly oo Nod p102 No ee a a aSa p103 _ Nos ae ae 200 No f a99 Mno l a50 __No__f 154 e System Management QuickTouch Reference Manual Owner Setup Owner Setup allows you to configure QuickTouch options which mostly affect the Bay Screen functionality Page 1 ik Lube Lube2f EE E E lt Report Output Device Type This should normally be LASER unless the Oki 320T 420T printer is being used Report Printing Style This should normally be Fast Bay Screen Style QuickTouch has two different Bay Screen display styles Lube is the standard display style which shows all cars on the bay and provides the History Customer Information Manufacturer Specifications and Auxiliary buttons for each vehicle The Lube display style provides for a paperless WorkOrder where workorder information is displayed on the screen Note that all the same
130. ickTouch Reference Manual Cash Register Mode e 35 Hours By selecting the Hours button from the Employee Statistics screen a breakdown of each employee s hours will be shown for the day current week and previous week The report also displays whether each employee is currently clocked in or not There is also sales detail for each employee for the current day and the current week This report is useful for keeping labor costs under control by seeing which employees are nearing overtime X Tape The X Tape report provides sales statistics It has been superseded by the Daily Sales Report at day end and by the Daily Statistics screen but is provided for users that are accustomed to the x tape function of legacy software systems Service The Service Statistics button will provide the number dollar amounts and percentages of services performed on the current day and can print graphs of each 36 e Cash Register Mode QuickTouch Reference Manual QuickTouch Reference Manual F Daily Statistics Number of Services Sold E Full Service 3 J Air Fitter 1 E Automatic Transmission 2 E Front Diff Service 2 I Transfer Case 1 Print The Print button will print the Daily Statistics Note how QuickTouch tracks different types of sales Invoices QuickSales and Gift Cards separately In general Invoices are assumed to be vehicles that have received a lube oil filter or other type of service QuickSale
131. ift cards managed through a separate third party electronic exchange There is considerable setup to this option please see the Gift Card section Max Number of Gift Card Services This should be at least 1 if Allow Gift Cards is set to Yes Keystroke Emulation Sage Emulation mimics keystrokes and shortcuts similar to the Dos LubePlus system Traditional Emulation uses normal Windows keystrokes and shortcuts Multiple Tills Enabling Multiple Tills gives QuickTouch the ability to track more than one shift per physical cashdrawer or cash drawers on more than one computer If enabled a Till Open and Close function must be completed on each till before System Management e 157 158 e System Management starting ending the business day See section on Till Management on page 45 for more information Show Recommendations at Check In If enabled this will show an additional pop up screen at checkin after the Customer form but before the Service Maintenance Schedule The pop up displays information such as recommended oil grade viscosity oil capacity cautions and previous service comments Show Recommended Oil on Which Forms The feature displays a small pop up message notifying the user of the manufacturer recommended oil for the current vehicle The setting allows it to pop up at Check out or Check in only or both places Page 3 QuickTouch Reference Manual QuickTouch Reference Manual Scan Coupons Discounts If enabled coup
132. ill have a black bar on the back of the labels along the perforation and are specially manufactured for thermal printing 99 66 Thermal ribbons come in wax resin or wax resin varieties Make sure that you use the correct labels for the ribbon you are using the best bet is to order the stickers and ribbons from the same vendor to ensure that they are compatible Keep in mind that the stickers have a limited life span and as they age they will lose their ability to hold the resin effectively QuickTouch can use a 2 by 2 5 8 or 4 by 2 5 8 label and can print Date Mileage Oil Grade and four customized lines for the name address and telephone number of the lube center See the Sticker Setup section of this manual for more information SERVICE gullies DUE DUE lt j SERVICE OF Customized labels are available from several vendors Contact Sage Support if you have questions about which sticker formats are supported in QuickTouch Instructions for reloading stickers and ribbon are included with the printer ALWAYS TURN THE PRINTER OFF BEFORE OPENING THE COVER QuickTouch Reference Manual MAINTENANCE with Every Media Roll baba tba Le FPS Se E E a Clean the print head A drive roller B and the index sensors C and D with a soft lint free cloth lightly saturated with 99 isopropyl alcohol Press the FEED button to clean all si
133. in C Item Group Selection Som eae Se J Please make a selection Page 1 of 2 a aS After choosing a group you will be prompted with a list of the items already in that group or if the group is empty you will be prompted to add a new item Note the Add button on this screen that will allow you to add a new item to the list Also note the Page 1 of X indicator If there is more than one page of items you can use the Forward and Back buttons to scroll through the screens If you wish to delete an item you need to go into the item 56 e Inventory amp Service Management QuickTouch Reference Manual QuickTouch Reference Manual When you re viewing an item press OK to save any changes or CANCEL to quit without saving changes Cancel Back Forward Clockin Air Filters X lt 4 cy When you press the Add button or choose an existing item you will be presented with three screens Page 1 Miscellaneous Vendor Yes No 8 7 unit Frea _ 19 99 amarkup t e Stock Number Enter a unique stock number for this item any combination of letters or numbers It should be short but descriptive i e AF Air Filter It should match as often as possible the stock number of the manufacturer Note that on the customer invoice both the Stock Number and the Item Description are listed e Item Description Briefly describe the item here e Barcode The barcode UPC of an inventory item
134. in the vehicle was dropped off and the customer will return later Park the vehicle in this case so that the bay time will not continue to tick and skew your averages If the vehicle is already parked you can Unpark the vehicle so that the time will continue to accrue e Cancel this will bring you back to the bay screen with no action taken The Quick Sale button allows you to post a sale without going through the work order invoice process Note that this type of sale won t track customer information Certain services for which you want to require customer information can be disabled from the Quick Sale function Our suggestion is do not use the Quick Sale for any services where you actually work on a vehicle as you will lose the history of this sale Quick Sale should only be used for impulse or Cash Register Mode e 33 convenience store items You can disable the Quick Sale button completely by contacting Sage Support The Search button will provide a richer search functionality than the name search described above You can search on any combination of the fields listed Note that when you do a Search or a Name Search by Customer Name you will be presented with an option to search First Letters or Anywhere in Name First will use the criteria what you typed in as the first part of either the first and last names 1 e if you type AN the system will return any customer with AN in
135. int the additional characters on the statement and on a printed account inquiry Fleet Account answers to required questions have been expanded On fleet accounts that have questions set up that require answers during invoicing the size of the answer field has increased The answers typed in will print the additional characters on the customer invoice Open Credit heading on fleet statements has been changed to Available Credit for clarity Fleet Credit Limit override is available as a new Security Override function Override authority is based on the code and password being used as the override The original code and password stays logged on as the current operator Override authority is controlled in Security Group Maintenance Choose each security group and go to the second to last entry in the list Fleet Credit Limit Override Customer Invoicing and set it to red to deny override capability or green to allow it for that security group Employee Management A new Security Override function has been added to the system in addition to the prompt for code and password that was available previously Where the new Security Override screen has been substituted in place of the code and password screen the access is controlled by the Security Override person The original operator will remain signed on as the current operator touch OK on the Security screen This is simply treated as a manager override This wil
136. inted continuous fed 1 color forms for 570 and a 17 ink cartridge which averages out to about 5 9 per page For the laser printer the cost per page is about 4 8 per page 3 8 for the toner and 1 for the plain laser paper Thus the laser printer yields a savings of 110 over 10 000 invoices Note also that Lexmark offers a recycle program through third party vendors which may allow even more savings There are also Toner Refill Kits which allow you to refill the toner cartridge yourself for much less Sage does NOT guarantee the effectiveness of these kits and you may have to purchase a new toner cartridge if they prove ineffective In the 460 model printer the toner cartridge actually sits inside the photoconductor unit which is also a replaceable part e Paper Use plain copy paper 1 pp e 80 000 page monthly duty cycle e 40ppm 64MB 6 5sec to first print e Toner Cartridges o E460dn Toner Cartridge Mfg E260A21A yields 3 500 pages o E460dn High Yield Toner Cartridge Mfg E360H21A yields 9 000 pages o E460dn Extra High Yield Toner Cartridge Mfg E460X21A yields 15 000 pages o E460dn Photo Conductor Kit Mfg E260X22G Yields 30 000 pages QuickTouch Reference Manual HP CP1518ni Color Laser Printer The HP CP1518ni color laser printer is used for invoices and the Service Maintenance Schedule also known as the gauges The CP1518ni is network ready and can use plain copy paper or multi
137. invoice Both of these accounting practices are based on daily interest by invoice All invoices are due within a predetermined time This time is set within the accounts receivable customer setup Balance Forward With the balance forward system flag set the invoice is payable within days from the date at which the statement was printed An example of this would be as follows In Accounts Receivable Customer setup you have the flag set to balance forward and 106 e Fleet Account Management QuickTouch Reference Manual QuickTouch Reference Manual that they have 10 days from the statement date to pay by A customer comes in the first day of January The Customer receives some work and the invoice is worth 50 00 You print out the statements at the end of the month which is January 30th The invoice from the first would be due on the 10 of the February This essentially gives them 40 days of interest free If they do not pay this invoice by the 10 interest starts to incur from February 10 forward So if I were to charge interest on the 20 of February and the invoice wasn t paid then this customer would incur 10 days of interest If the customer were to come in on January 29 and received some work his bill would still become payable on February 10 Making his invoice due in only 11 days Pay By Invoice A Pay by invoice system is similar in nature to the balance forward system The only main difference is when the invoice becomes due
138. ions or those running reminder cards for the first time should contact Sage Technical Support to ensure that the reminder cards you are interested in ordering will work with QuickTouch k M N EZE RESORTED 2345678 b Advanced Ask For Reminder Period YES will prompt the cashier to select a reminder period for each customer NO will automatically select the same reminder period for all vehicles which is then displayed as the Default Reminder Max Num Reminder Cards This is how many reminder cards will print out in one batch This feature was used more with the older dot matrix printers which had a tendency to jam or run out of ink during long print runs Thank You Cards For New Customers Only If enabled the Thank You card function in Customer Management will only print cards for first time customers Zip Code Separator This will sort the reminder cards by zip code and will print a separator between each zip code This may be required by the Post Office for volume discounts Print Mail Stamp An electronic mail stamp can be printed on Sage reminder thank you cards Presorted Class and Permit numbers must be setup at a United States Post Office Advanced The Advanced screen is password protected Sage Technical Support must be contacted for changes to this section QuickTouch Reference Manual System Management e 149 Tax Setup 150 e System Management Use Tax Setup to configure up to two separate tax rates Not
139. iper Blades e Transmission Filters e Lights QuickTouch Reference Manual Inventory amp Service Management e 63 Service Maintenance Service Maintenance allows you to add or remove Services From the Main Menu choose Inventory amp Service Management Service Maintenance You will be prompted with a list of your Services Choose the appropriate Service Cancel Back Forward Clockin 2 Service Selection cx 2 SD Please make a selection State Inspection Manual Transmission 3 LE oe Z La ee ee tf APS We FS EE A 4x4 Full Service Front Diff Service Oil And Filter Radiator Flush Service Note the Add button on this screen that will allow you to add a new service to the list Also note the Page 1 of X indicator If there is more than one page of services you can use the Forward and Back buttons to scroll through the screens If you wish to delete a service you need to go into the group When you re viewing a service press OK to save any changes or CANCEL to quit without saving changes 64 e Inventory amp Service Management QuickTouch Reference Manual Page 1 C p y OK Cancel Back Forward Clockin Service Maintenance Variable Actual Parts Variable IM Calculate Laborf Service prices can be divided into Parts and Labor for those localities that do not charge tax on the full service price only on the parts included in that service Thus if a service is 24 99
140. ize their service recommendations under different codes QuickTouch now provides you a method to assign multiple service recommendation codes to a single service From the Main Menu press 3 Inventory amp Service Management 3 Service Management and 1 Service Maintenance Select a service and press Forward to Page 5 Under the ChekChart Service Codes section you will see a list of service codes currently assigned to your service To add additional services press the right arrow To delete an existing service code from the list press directly on that service Automatic Transmission Page 5 of 6 Service Code gt ChekCharnt Transaxle Service Service Codes Transmission Service QuickTouch Reference Manual Discussions e 207 208 e Discussions Skip Customer Information at Check In New Feature Customer Information name address etc can now be either required or skipped at check in Requiring the information will force the greeter to fill in the appropriate fields before going forward from the customer information screen Allowing the technician to skip the information will let him go forward from the customer information screen with these fields blank but will require that they be filled out before the final checkout To configure this from the Main Menu press 8 System Management 2 General Setup Options press Forward to Page 2 and press Owner Setup Press Forward to Page 3 and select either Yes or No
141. king Company Acct 1000 G E Capital Acct 123 Note the Add button on this screen that will allow you to add a new fleet to the list Also note the Page 1 of X indicator If there is more than one page of fleets you can use the Forward and Back buttons to scroll through the screens If you wish to delete a fleet you need to go into the fleet When you re viewing a fleet press OK to save any changes or CANCEL to quit without saving changes QuickTouch Reference Manual Fleet Account Management e 97 Page 1 FI Delete OK Cancel Back Forward Clockin f eet Accounts Pe S r ei an Exton Police Department 1001 100 South Main Street 9341 EXTON ack 000 724 7400 610 524 3234 age sagesystem com e Fleet Name Required e Account Required This needs to be unique for each fleet account It can consist of letters or numbers e Address Zip Code City State Not required but you want to fill this in accurately for all accounts e Contact This is the Attention field on the printed statements if bills need to be sent to a specific person or department e Phone One Not required but you want to fill this in for all accounts e Phone Two Fax Modem E Mail These fields are all optional OK Cancel Back Forward Clockin Fleet Accounts vA a ves Jine Open Items Balance Forward 98 e Fleet Account Management QuickTouch Reference Manual QuickTouch Reference Manua
142. l Page 3 Fleet Type Local or National This allows you to easily identify the fleet as Local or National but has no other effect in QuickTouch The Surcharge field currently has no functionality Ask For Reminder Period Usually NO here as fleet accounts are generally not sent reminder cards When you select NO you are asked which reminder period to default to If you leave this as YES it will ask for a reminder period during the sale Allow Fleet Charge Credit Limit This allows the fleet account to be extended credit up to the limit Charge Interest Generally No This would allow you to charge interest for past due accounts usually 1 5 per month Statement Type Open Items or Balance Forward Open Items means that each payment received will be paid against an individual invoice or multiple invoices This option allows you to easily find an invoice that was not paid Balance Forward simply allows you to apply a payment to an open balance and the balance will then be reduced The advantage to this is that it is quicker the disadvantage is that you cannot determine whether a particular invoice has been paid or not See the Payments Credits Debits section to view examples of these screens After setting the Statement Type indicate the number of days the amount will come due For Open Items each invoice is payable by X number of days after the invoice date For Balance Forward a bill is sent at the end of the month for which the en
143. l be true for Voids Refunds Pay in Pay out Open Drawer Fleet credit limit override and so on The new Security Override screen will also allow the override person to become the current signed on operator by touching the Login As button instead of the OK button Time Clock adjustments date field now defaults to the current date so it doesn t have to be typed in Employee Clock in Button on the red top bar is now access controlled through the Security Group setting Employee Clock In Out If the setting is red for the employee currently signed on the ClockIn button will be denied access New Hardware QuickSale small receipt printer printout now includes the license plate if the customer was checked in normally The Blaster Advantage BT2 static cling sticker printer is now supported Itis very important to purchase ribbons from the same place you purchase the stickers The sticker size 1s 2 x2 5 8 This will guarantee the best print quality Installation Install the printer in Windows and use the Windows 2000 driver that comes with the printer Then in System Management General Setup Sticker Setup type the Static Type to 21 Service Maintenance Schedule New Feature The Service Maintenance Schedule provides a visually appealing interface for your customers to help educate them about their manufacturer recommended service requirements Every service recommendation is clearly marked QuickTouch Refe
144. l utenti dines peau cts 154 AE TE OTC UU e g s ane IAEE dt dare aes Shack A E E E EE N E E E E 154 ONNE UND se cit e e E a atresia edeuceadandee da twn aeeieee 155 Sye CTS Glan tie cts ya cal Ne tote eel avec us Set needtaus eter ona veud aopaen wana vaste neue enlace damn aeeeceees 160 Daly Data BACK Up ie eere e E r E iecieet 160 Chance System Daleer ena e a e r E AE Er E aE cc aecieeet 161 Change Syse T Oe e E a E a r iatnre eanac sehass 162 Database GCS re A T AR 162 Drk UIIG Sirona a E A A 162 Comparer UNIES sacra n a a tac daa O NA 163 Bas mess GTOUDS eDis a a euawets 164 Discussions 165 GIC eric ates GUT Cans iii a dateuituat atandeeennants 166 Stock Reorder Report How to Set Up Inventory Items Using the Fixed Method 167 Pars On The Bly labor One ENG Fy ss sccrcisezes coms wszeuss a alienermiaiusts 169 Backing Ad p Quick POUCH waarccosss ccs uasinciashatrndbe tiusites sitalddeintsnand hatandinibee iaiamataldavintindaagatandetuaess 173 VETOO A E A E E E taiaue Nanomeieyotisiust 176 VESON O 0 TE ce a Minaihes ai dabddeiauinansatuntielebiaudsanbaddasialinvasietandse tues 188 VETSIOR OO O euisincinsGaccasa cesta temsoched E 198 Installine Replacement HardWare nasion nan EEE EE oc E ENA 217 Index 228 QuickTouch Reference Manual Contents e iii M QuickTouch Reference Manual SAGE mInGEREO MSHA SEEMS Company History QuickTouch Reference Manual Congratulations on your purchase of the Sage QuickTouc
145. list inventory counts sales reports etc This would not include any documents you may have created that are stored in the My Documents folder or on the Windows Desktop or any other program data such as QuickBooks These other documents and data are the responsibility of the customer CD DVD RW Back Up QuickTouch Reference Manual Backups can be done on Rewritable Compact Discs CD RW or Rewritable Digital Versatile Discs DVD RW One disc is included with your system and additional CD DVD RW discs can be purchased locally at any office supply store pricing tends to be about 1 per disk Note that these are NOT CD DVD R discs you need the CD DVD RW discs to back up your daily data A rotating backup is recommended this means that you will have a disc for each day of the week Purchase enough discs to cover your week and label them Monday Tuesday etc Each evening you will be prompted during the Day End process to insert the backup disc at this point is when you insert the appropriate CD RW Many customers also keep a copy of the backup off site for instance they Il have multiple Friday discs and each Friday evening will take that backup disc home and leave it there and bring the other Friday disc back in This way there are always multiple copies of your data available should something catastrophic happen to your computer flood robbery etc CD DVD RW discs need to be formatted when the
146. ll Service Recommend Differential Service E oa OW30 Wiper Blades 1 11 18 Air Filter 1 VA5 PCV Valve 1 PCV1 Print This will print the entire service history for the vehicle Stats This will display service and visit statistics for the vehicle Apr 26 2004 Wiper Blades Apr 26 2004 P C Valve Apr 26 2004 Full Service Apr 26 2004 Air Filter Reprint Invoice You can reprint a particular invoice by pressing on the Invoice button for the appropriate invoice Pressing the button will display more detailed information on the screen from which you can reprint the entire invoice Note that you will be unable to reprint invoices converted from our DOS system or from other systems you will be only able to print the service history QuickTouch Reference Manual Sage Service Manual This will display the Sage Service Manual which lists all Chek Chart lubrication guides and chassis and engine graphics if available requires subscription You will be required to select the proper year make model and engine from the lists INQUIRY PARTS OIL FILTER L14610 L14610 AIR FILTER CA6850 A54669 PCV VALVE F j BREATHER B15053 CABIN AIR FILTER CHASSIS 2WD 0 FITTINGS 0 4 PLUGS LM LUBE 4WD 1 7 FITTINGS 0 4 PLUGS SEVERE SERVICE MANUAL TRANSMISSION change lubricant every 24 months or 30 000 mi 48 000 km when towing a trailer or operating on rough or muddy roads TRANSFER CASE change lubricant eve
147. ll the part numbers and quantities that were specified the last time in The only questions that will need to be answered are those that have not been answered previously for this customer For example when you press Full Service the oil type oil quantity and oil filter number will automatically fill in from the values answers put in last time this car was serviced You do nothing more unless you need to change the answers for this visit Installation In System Management General Setup Owner Setup go to the 6th line down change Auto Fill Service to Yes Loyalty Rewards Program nth service free There is a new feature to track the number of services a customer has purchased of a particular service type You can then create a Loyalty Reward Program to offer a free one of that type after a pre determined number of paid services Basically it allows you to reward loyalty This is typical with oil change or car wash services For those customers we have talked to that plan to implement this the consensus is to offer a free oil change after 10 12 paid There is a lot of consideration programmed into this feature For example if all oil changes count towards a free one which do you actually give the customer oil and filter LOF Basic Full Synthetic etc For this there are now Service Groups which allow grouping of similar services When the free service pops up on the screen during customer processing you will se
148. llow Change To Bank Deposit Normally this will be NO Most stores start the day with a fixed cash drawer amount say 150 Thus at day end after the deposit is removed there remains 150 in the drawer for the next day However some stores prefer to leave the loose change in the drawer and only deposit a fixed dollar amount thus leaving an odd amount in the drawer for the next day Enabling this option allows you to indicate the deposit amount and QuickTouch will change the starting drawer amount accordingly for the next day Page 2 Bypass AR Credit Limit Normally this will be NO This allows QuickTouch to ignore the fleet account credit limits Remember Check In If YES when you select a car for check out the services selected at check in will automatically come up as services performed when you select the red car at invoicing The advantage to this is that you won t have to reselect the services at checkout but the disadvantage is that you do not have a choice as to which services are prompted first Bypass Clock Out at Day End Normally when doing Day End Processing if any employees are still clocked into the time clock you will be prompted with these employees giving you an option to clock them out This allows an accurate employee timesheet to print as well as reminding the manager if anyone forgot to clock out If you wish to bypass this choose YES here Allow Gift Cards This option allows you to sell and redeem electronic g
149. look for the QuickTouch icon Double click using the mouse or by touching the screen the icon to launch QuickTouch You will be prompted for your Code and Password Enter these and press OK This will bring you to the QuickTouch Main Menu 24 e Navigating QuickTouch QuickTouch Reference Manual Navigating Through The Menus 4 Cancel Back Forward Clockin ki Main Menu S fe 4 cy ag Gash Register Vode Everything starts from the Main Menu To navigate to a particular area press on the corresponding button Note the Cancel button at the top of the screen On whichever screen you are on you can use the Cancel button to cancel back out to the Main Menu The OK Cancel Back and Forward buttons are context sensitive and have different functions in different areas of QuickTouch Generally Forward will bring you to the next screen and Back will bring you to the previous screen OK will save any changes on a screen and Cancel will exit you from a screen without saving changes On most screens you will see the ClockIn button Press this button to clock employees in or out or to view who is currently clocked into the time clock Pressing the Exit button will bring up the QuickTouch Security Window This will allow you to either log on under a different security code or to exit out of the system QuickTouch Logon Window QuickTouch Reference Manual Navigating QuickTouch e 2
150. lose the billing cycle manually It is important to understand these differences Print Fleet Statements Exton Police Department gt Sage Trucking Company gt 2 28 2005 Pan _ Start Fleet Name End Fleet Name These fields allow you to choose the range of fleet accounts you wish to print The accounts are sorted alphabetically by name and these options automatically list your first and last fleet accounts in other words all of them Press the arrows to select a specific fleet if you wish to only print one or a particular range of fleets Print Accounts with No Activity and 0 Balance Normally this will be NO if a fleet account has no balance and no activity for the billing period QuickTouch will not print an invoice Statement End Date This will default to the current date but will normally be set to the last day of the previous month Print Preview This will display the invoices to the screen so you can review them before printing and you can print them from the Print Preview screen However if you do this YOU WILL NOT BE PROMPTED TO CLOSE THE BILLING CYCLE after the invoices print you will have to do this manually through the Close Billing Period function Print This will print the invoices After QuickTouch sends the invoices to the printer you will be prompted Are you sure you want to Close the Billing Cycle DO NOT SAY YES OR NO UNTIL THE INVOICES ARE DONE PRINTING If all the invoices print successfully you
151. ltiple location setups Center Name Address City St Zip Required These will print at the top of various reports 2 Line of Center Name This line is information only it does not print anywhere Center Contact The manager name if applicable Information only this does not print anywhere Phone One Not required but recommended This will print on invoices and various reports Phone Two Fax Modem Optional additional information these do not print anywhere Report Footer Optional but recommended for multiple location installs you can configure it to print the location number in these cases This will print the footer at the bottom of all reports BAR EPA These hidden fields will appear when the CA invoice is selected from Invoice Setup 134 e System Management QuickTouch Reference Manual Business Information Business Information is the return mailing address on Fleet Statements and provides additional information for franchisees if applicable Note that pages 2 4 will not appear unless you have Franchise set to YES under Owner Setup This information will be used on the Co Op franchise report Page 1 Exton Lube Center 18 North Village Avenue EXTON ob Sampson 800 724 7400 610 524 3234 Business Name Address City St Zip Required Business Contact Optional Phone One Optional Phone Two Fax Modem Optional information that does not print anywhere Page 2 Wi 2345 a
152. luded in the cash drawer base amount then if an employee removes a roll from the box he would need to put the same amount of cash back in For instance if the change box contains 50 and the cashier runs out of quarters and removes a 10 roll then if he needs to either do a pay in or needs to take 10 from the drawer and put it in the change box Of course the separate change box would also need to be counted on a regular basis to ensure that it always contains 50 When all payment methods are reconciled press the OK button at top The day end reports will print After the reports print you may be prompted to do a backup You will need a formatted CD RW disc Place a CD RW disc in the drive wait about 30 seconds for the computer to read the CD you will see a CD Ready message and then click OK All Qui opied to the CD RW disc T Proc 7 a i 4 E f e it Ff 6 After the backup is complete you will be dropped back to QuickTouch At this point you can exit out or do whatever else you need to do on the computer Some customers shut down the computer and monitor and all peripherals every e 47 night Most customers simply turn off the monitor and leave the computer and all peripherals running all night this does not harm the computer and it is especially important to leave the computer running if you have nightly communications configured at your location Central Office customers or to send information to a remind
153. ly for the router must be plugged into a surge protector and if possible into the battery side of the UPS You may hear various terms used for the router such as hub or switch Hub switch and router are often used interchangeably to describe the network device but Router in this case is the correct term The difference is that a router assigns network addresses to computers with a hub or a switch a technician would need to manually assign a network address to each computer Note that the router includes some advanced functionality such as WAN Wide Area network connectivity for a high speed internet connection and a printer port for a network printer Although these options are functional on the router Sage does not use these functions and DOES NOT SUPPORT them Due to security and reliability concerns Sage recommends that a separate office computer be used for internet access This will prevent the QuickTouch computers from being infected with viruses worms and other internet threats as well as minimize employee internet abuses such as porn or gambling sites System Components e 19 The Mouse Left Click Button Right Click Button In Windows the different buttons of the mouse perform different functions Pressing the left click button once will select an object or press a button Right clicking the mouse will bring up a list of options depending on the object you right clicked In QuickT
154. mber that you had just entered Stock Description Enter the part description here Taxable Select Yes or No as appropriate Item Group Select the appropriate Item Group here Press the arrow if the list does not display on the screen automatically If you do not see the item group listed here you will need to cancel and add the vendor from the Main Menu press Inventory amp Service Management Inventory Group Maintenance Vendor Select the appropriate Vendor here Press the arrow if the list does not display on the screen automatically If you do not see the vendor listed here you will need to cancel and add the vendor from the Main Menu press Inventory amp Service Management Vendor Management Vendor Maintenance QuickTouch Reference Manual QuickTouch Reference Manual Invoice Number Optional This will be the invoice number from the auto supply store from where you purchased the outside part Reference This is the Cost field but is displayed as Reference so that a customer will not be able to look over your shoulder and discover YOUR cost for a part and complain about the upcharge Press the button to switch between Reference and Cost 7289 Selling Price This is the selling price you are charging the customer Quantity Enter the quantity of the item The final total charge will be the Selling Price multiplied by the Quantity Your screen will look like this when complete F1
155. mber will not be re used and the Daily Activity Journal will show it as a se Bay Delete Installation From System Management General Setup Workorder SSM Setup change the Print Work Order Number the Am option down to Yes and touch OK to save it Prompt for Code and Password during check out when selecting the customer for invoicing This will require the code and password to be entered for every cash out The operator number typed in will be printed on the customer receipt accurately Installation From System Management General Setup Security Setup change the Prompt for Code and Password Before Check out the an option down to Yes and touch OK to save it Remember check in services selected when you select a car for check out The services selected at check in will automatically come up as services performed when you select the red car for invoicing You do not need to pick those services again as part of the check out process The service questions like oil filter number oil quantity etc will immediately be displayed exactly as though you had touched the Full Service button Installation In System Management General Setup Owner Setup go to page and the 2 line down change Remember Check In to Yes QuickTouch Reference Manual QuickTouch Reference Manual Auto fill Service Information when you select a service during check out The services selected will automatically fill in a
156. n providing him with vital information and areas to make notes as he services the vehicle The Sage Service Manual will print at the same time if required and will provide more detailed vehicle information based on the Chek Chart data SAGE CA ESTIMATE B gt cS os Work Order Type This will normally be configured by a Sage Service Technician when the system is installed The choices are complex so although T Il provide brief descriptions you should call Sage Support if you have particular needs These options all depend on location printer type and invoice layout A couple of the choices include Workorder Type Workorder Layout Sage CA Estimate BAR This workorder is compliant with the California BAR and has the ability to be revised and signed by the customer Sage XP Laser Laser Plain paper laser Workorder optimized for Windows XP Print Multiple Work Orders Some states require a printed estimate after check in in addition to the standard work order QuickTouch can be configured to print a second or third type of Workorder if necessary Always Print Work Order If Yes the Workorder will automatically print for each vehicle checked in except for Quick Sales If you choose No you can still print the Workorder manually from the Bay Screen 142 e System Management QuickTouch Reference Manual QuickTouch Reference Manual Always Print SSM The Sage Service Manual SSM will print all Chek Chart information for th
157. n you need to also allows access to the Cash Register Functions menu Scroll all the way to the bottom of the list to view several point of sale security options These include e Bay Delete to delete a car from the bay screen e Fleet Credit Limit Override to allow a fleet charge even if that fleet is over the credit limit e Loyalty Reward Maintenance In Customer Maintenance QuickTouch Reference Manual Employee Clock In Out QuickTouch Reference Manual Employee Clock In Out allows you to clock employees in or out of the time clock feature You can reach this screen from almost any screen or menu in QuickTouch by pressing the ClockIn F4 button at the top right You will be presented with a list of all employees and their current time clock status In or Out This screen is security enabled so if a technician is assigned to a security group that does not have access to this screen he will be denied access Cancel Back Forward Clockin J Cashier Technician Selection 6 fon Wem EE Bob Sampson In Mark Miller In Shane McEwan Out Pressing a name will allow you to change the clock status CANCEL Employee Management e 91 Time Clock Adjustments 92 e Employee Management Time Clock Adjustments allows you to modify add or delete time clock entries From the Main Menu choose Employee Management Time Clock Adjustments You will be prompted with a list of your employees Choo
158. nce screen will be displayed on A NA 100 South Main Street 9341 Exton 000 724 7400 Das i N Title You can choose an appropriate title but this has no functionality Name Address City State Zip These fields will be printed on the reminder card and are also required fields on the Bay Screen when creating an invoice for a customer Thus this information should always be filled in QuickTouch Reference Manual If a customer is unwilling to provide address information or if this information is unavailable you should populate these fields with a 1 in each This will satisfy the requirements for creating an invoice and will also allow for easy sorting in case any Sunk addresses are printed on reminder cards thus saving postage Phone Fax Email These fields are optional Notes This field simply provides an area for customer notes It appears on the Extended Customer Information screen when you are checking in a customer and thus is not as useful as the two Customer Comments fields below this Reminder Period When an invoice is generated for a customer from the Bay Screen that is when the reminder period is selected 90 days etc If you wish to change the reminder period AFTER the invoice had been generated press the arrow and select the appropriate reminder period You will see the next reminder date be updated immediately Comments These are the Customer Comments fields that you will see on the
159. ndation and then enter the information that is indicated For example enter the approximate date mileage or both depending on what is recommended You can add to history as many times as necessary to obtain the correct entry Invoice Copy Count New Feature The number of Customer and Fleet Invoice Copies can now both be specified within QuickTouch To configure this press 8 System Management 2 General Setup Options and press Invoice Setup Look for the Invoice Copies for Non Fleets and Invoice Copies for Fleets options 190 e Discussions QuickTouch Reference Manual QuickTouch Reference Manual Chek Chart Part Categories New Feature QuickTouch has incorporated six new part categories into the Chek Chart catalog database The part categories and manufacturers are as follows Serpentine Belts Installer Edge Cabin Air Filters Eagle GKI Installer Edge Mighty Motor Trend Performax Service Champ Service Pro Fuel Filters Mighty Service Pro Lights Mighty Transmission Filters Mighty Wiper Blades Mighty Rain X To enable these new categories first navigate from the Main Menu to 8 System Management 2 General Setup Options press Forward to Page 2 and then press Owner Setup Press Forward to Page 4 and you can enable the part catalogs you wish to be available by pressing Yes next to each category Next you will need to match the Chek Chart categories to your Inventory Item Groups From the Main Menu press 3 Inven
160. needs to be turned on in each service needed Example Smog QuickTouch Reference Manual Inventory amp Service Management e 83 lt lt This page intentionally left blank gt gt 84 e Inventory amp Service Management QuickTouch Reference Manual Employee Management QuickTouch Reference Manual QuickTouch provides a time clock function and security settings for all employees In addition you can track employee sales statistics and commission through several different reports The Employee Management menu presents the following options 1 Employee Maintenance 2 Security Group Maintenance 3 Employee Clock In Out 4 Time Clock Adjustments 5 Employee Reporting 1 Employee Profile 2 Employee Time Sheet 3 Employee Earnings 4 Employee Sales Tracking 5 Employee Service 6 Time Clock Audit 7 Bi Weekly Time Sheet Summary 6 Employee Reactivation Employee Management e 85 Employee Maintenance Employee Maintenance allows you to add or remove Employees From the Main Menu choose Employee Management Employee Maintenance You will be prompted with a list of your Employees Choose the appropriate Employee Cancel Back Forward Clockin i Employees N ee Some eae Wee ee Bob Sampson Note the Add button on this screen that will allow you to add a new employee to the list Also note the Page 1 of X indicator If there is more than one page of employees you can use the Forward and Back bu
161. ng between loyal paying accounts and those requesting hefty discounts that don t pay their bill in a timely fashion QuickTouch allows you to configure any number of fleet accounts and to easily assign vehicles to those accounts You can specify which accounts receive a discount and those eligible for extended credit Accounts that are past due or exceeded their credit limit can be disabled Accounting features allow you to track payments view balances and print invoices As some accounts may require you to record certain information at the time of the sale QuickTouch allows you to configure this required information and to include special instructions for your technicians before they service a vehicle for particular fleets The Fleet Account Management menus present the following options 1 Fleet Account Maintenance 2 Payments Credits Debits 3 Account Inquiry 4 Print Fleet Statements 5 Charge Interest 6 Fleet Reports 1 Fleet Account Listing 2 Fleet Account Detail 3 Fleet Transaction Journal 4 Aging Summary 7 Close Billing Cycle QuickTouch Reference Manual Fleet Account Maintenance Fleet Account Maintenance allows you to add or remove Fleet Accounts and configure many options From the Main Menu choose Fleet Account Management Fleet Account Maintenance You will be prompted with a list of your fleets Choose the appropriate fleet Cancel Back Forward Clockin N Fleet Accounts 4 sa i Sage Truc
162. ng to use the key Starting Drawer Fund Use this function to set the starting drawer amount for the start of the day Once set usually you don t need to change this QuickTouch Reference Manual Cash Register Mode e 39 Reprint Invoice This function allows you to reprint any invoice in the system If the invoice in question is not the last non QuickSale invoice then you must know the invoice number If you don t know the invoice number to reprint you can reprint the invoice directly from customer or vehicle history A reprinted invoice will appear exactly as the original except for a Reprint next to the invoice number If you are using the Buy X Get One Free type promotion the promotion information won t reprint as it may have been updated since the original invoice Voided or Refunded invoices will be marked as such if they are reprinted Print Generic Sticker The Print Generic Sticker function allows you to print a sticker manually This is useful for customer requests that are not based on the standard mileage recommendation When you enter this screen the date defaults to 3 months hence The state will also default The license plate will default to 123 but you can just type the actual license plate over this if desired You will also need to indicate the oil type an 40 e Cash Register Mode QuickTouch Reference Manual Estimate The Estimate function allows you to configure an invoice and prin
163. nt Listing Report This report will list all fleet accounts and some basic information including telephone number contact name pricing category the number of vehicles assigned to that fleet account and whether charges are allowed Fleet Account Detail Report This report will list for each fleet account the vehicles that are assigned to it Fleet Transaction Journal This report shows all fleet transactions for each fleet for a given date range Fleet Aging Summary This report lists all fleet accounts with a summary of outstanding balances and the number of days due This makes it easy to distinguish between slightly overdue accounts and long overdue accounts 108 e Fleet Account Management QuickTouch Reference Manual Close Billing Cycle QuickTouch Reference Manual The Billing Cycle or the Billing Period refers to the date range of activity for your statements After you print your invoices you will close the billing period based on the last day of that month for example February 28 Now when you send out your invoices for the next billing period March 1 March 31 the system will know that the last billing period was ended on February 28 and only print activity after that date When you print your fleet statements you will be prompted to close your billing cycle If you use Print Preview to view your statements before printing you will not be prompted to close your billing cycle and thus will need to use thi
164. ntenance Advertising Maintenance You will be prompted with a list of your advertising types Press on an advertising type to edit that type Note the Add button on this screen that will allow you to add a new advertising type to the list Also note the Page 1 of X indicator If there is more than one page of advertising types you can use the Forward and Back buttons to scroll through the screens If you wish to delete an advertising type you need to go into that type When you re viewing an advertising type press OK to save any changes or CANCEL to quit without saving changes QuickTouch Reference Manual System Management e 129 loom Picayune Coupon 412 04 19 04 loom Picayune ohn Smith 54 321 9876 654 321 8877 Advertising Name Type the text description of the discount Sort Order Indicate in which position you want the advertising type to appear Start Date End Date If applicable enter the dates that the advertisement will run These dates will print on the Advertising Type Analysis report Unfortunately these dates will not prevent the advertising type from being selected after the end date you will need to delete the advertising type to prevent a cashier from selecting it The report however will always show any advertising type that was selected in the past even if deleted Company Contact Phone Fax Optional contact information Comment Maintenance 130 e System Management
165. nth Year on Sales Reports Yes Require VIN Yes Use Auto Reminder Calculation Yes Default Labor On Fly Tax to Yes Yes Default License Enter the state code to default on the Check in screen Number Of Workslips Used in conjunction with the WorkOrder Type Workslip setting in Service Maintenance This would normally be used for a check in station at a car wash entrance Normally this is O Default Country Choices are USA Canada Mexico Brazil and Argentina This sets the locale settings so QuickTouch displays date and money amounts in the local language Month Day Year vs Day Month Year dollars vs pesos etc Default Language Choices are English French Spanish This will display the menus in the selected language Second Language Choices are English French Spanish This will allow you to indicate under Employee Maintenance which employees need the menus to be displayed in the second language Note that although the menus are translated things like services part codes Chek Chart information fleet accounts etc are not translated Allow Choice Of Clocked Out Employees In Check Out Normally this is YES to allow it NO would prevent an employee who is not clocked onto the time clock from being assigned to a vehicle invoice Clear Employee Selection For Each Invoice With this option is enabled during cash out the names of the employees who are servicing the vehicle will need to be selected with each transaction R
166. nue to specify which license plate last printed successfully The rest of the cards will print and you will be asked if it completed successfully this time or not Continue until you are finished Thank You Cards Thank You Cards are sent to customers 45 days after their visit This number cannot be changed however you can change the date to print the cards sooner 116 e Customer Management QuickTouch Reference Manual Vehicle History QuickTouch Reference Manual This will display the Vehicle History screen from which you can view the complete customer history parts and services statistics and reprint invoices You can search by License Plate or Name Note that you can also access vehicle history through the Customer Maintenance and Bay Screen areas These other areas will provide more search criteria to widen or narrow your searches The Vehicle History screen will list all service history Note that for each visit all Services and Service Comments are listed nr OK Cancel Back Forward Clockin f Vehicle History vA X EP rE a Statsf Parte 04 26 2004 65 432 49 12 Full Service Recommend Differential Service Wiper Blades Air Filter P C Y Valve Parts Press the Parts button to view parts details under each service This will indicate information such as the quantity used and also any parts that were not sold under a service Customer Management e 117 118 e Customer Management 04 26 2004 65 432 49 12 Fu
167. o the PCI slot Installed modem 9 Slide computer case onto computer 10 Secure case with screws 11 Plug in computer power cords 12 Turn on computer NOTE Your computer should detect the modem once properly installed A pop up message will appear on screen New Hardware Found If you do not see this message turn off computer and repeat steps 6 12 Connecting the Modem to an Analogue Phone Line CAUTION Use an analogue phone line only The modem will be damaged if used with a digital phone line NOTE On the back of your computer you will see two open jacks in the PCI slot you installed the modem into One jack will feature an icon of a telephone the other will feature an icon of a phone jack QuickTouch Reference Manual Discussions e 225 1 Locate the telephone cord included with the modem package 2 Plug one end of the telephone cable into the left open jack on the back of your computer Left icon in above picture 3 Plug the other end of the telephone cable into the wall jack of an analogue telephone line NOTE If you wish to use the analogue telephone line while using your modem you will need to connect your telephone to computer s open jack Installing your Modem s Software Drivers NOTE You will need to install the modem s software drivers for proper use You must be logged onto your computer as an administrator to install the software drivers 1 Locate the USRobotics Installation CD ROM
168. od is and then reorder only the parts that you used That was easy So why doesn t everyone use this method Because this method is unable to anticipate future usage and inventory levels Automatic Based On Usage This method will have the computer calculate how many items to reorder based on the sales history of this item QuickTouch will look back X number of days determine how many of that item were sold during that period and divide that into your reorder period For instance say you ve sold 60 AF1 in the past 90 days and you reorder every 14 days QuickTouch will calculate that you need to reorder 9 AF1 to service your customers 60 90 14 for the next two weeks This method provides the best of both worlds and because it s looking at the previous 90 days or whatever sales history is able to predict trending Inventory amp Service Management e 55 Inventory Item Maintenance Inventory Item Maintenance is the area you go to add remove or modify inventory items and information such as prices or costs Note that this is NOT where you go to restock inventory or adjust your on hand amounts If you are adding a new inventory item make sure that the group and vendor for that item have already been added into the system From the Main Menu choose Inventory amp Service Management Inventory Item Maintenance You will be prompted with a list of your Item Groups Choose the appropriate Group Cancel Back Forward Glock
169. on and discount prompts at cash out will only accepted a scanned barcode Note A Sage approved handheld barcode scanner is required to use this feature Scan Inventory If enabled item look ups will be searched by Stock Number or scanned barcode Note The product UPC must be scanned ahead of time into the barcode field of Item setup in Inventory Item Maintenance before using this feature Require Customer Info This feature requires customer information to be entered prior to checking in a vehicle and will not allow the user to proceed Allow 0 00 Invoices This feature allows zero dollar invoices to be processed This is useful for warranty work or top offs Show Service Maintenance Schedule During Check In This option enables the Service Maintenance Schedule show automatically for every customer Show Invoice Total on Auxiliary Button for Invoices Ready For Cash Out This feature will display the final invoice total for the corresponding invoice once the vehicle processing has been completed Page 4 All of the following options determine whether or not a filter catalog can be associated with the group If set to yes they will display on the Sage Service Manual underneath the standard Oil Air PCV Breather and Cabin Air Filters Belts Cabin Air Filters Fuel Filters Lights Transmission Filters Wiper Blades System Management e 159 System Utilities System Utilities provides several diagnostic functions for your system
170. on site for several days and will complete as much of the data entry and system configuration as time allows However it is still necessary for you the owner or manager to have a full understanding of how to configure and maintain your inventory in the system and how to manage your services to best serve your customers The Inventory amp Service Management menu presents the following options 1 Inventory Item Maintenance 2 Inventory Group Maintenance 3 Service Management 1 Service Maintenance 2 Service Group Maintenance Loyalty Rewards 4 Vendor Management 1 Vendor Maintenance 2 Create Edit Purchase Orders 3 Post Purchase Orders 5 Check List Maintenance 6 Inventory Restocking 7 Inventory Adjustments 8 Inventory Reporting How Inventory Works All of your inventory is divided into Inventory Groups Thus when you run an inventory report you can choose to have your inventory listed by group air filters oil filters bulk oil impulse sales items etc In addition each inventory item is assigned a Vendor This is the company from whom you place your orders Thus before entering any of your inventory into the system you will need a list of all of your Inventory Groups and for each Group indicate which Inventory Items belong to that group and for each item indicate the Vendor Note that not all inventory in the same group is necessarily from the same Vendor In addition for each Item you will need to indicate
171. only QuickTouch to open the drawer thus providing auditable security for the cash drawer Lexmark E460dn Laser Printer Lexmark E460dn Laser Printer Note An additional 550 sheet bottom paper tray can be purchased so that two types of paper can be used preprinted invoices and plain paper QuickTouch Reference Manual System Components e 7 8 e System Components The Lexmark E460dn printer is used for Work Orders Invoices Reports and Reminder Cards The 460dn is network ready and capable of duplex printing printing on both sides of the paper Laser printers use plain copy paper or multi use paper available at any retail or office supply store Invoices may be preprinted invoices or plain paper invoices See the Invoice Setup section pg 139 for different invoice format examples Toner cartridges contain the ink that the laser printer puts on the paper it s actually a dust made of plastic resin that is melted onto the paper You will want to purchase at least one extra toner cartridge to keep on hand for when you need to replace the one in the printer Toner cartridges feature a higher initial cost 153 for the 3 500 page toner cartridge at a local office supply store compared to a pin fed printer ink cartridge 17 but will yield a very large number of printed pages and is actually cheaper than the usual two part continuous fed invoices For an example price comparison I priced on the internet 10 000 prepr
172. ons e 223 CAUTION Use an analogue phone line only The modem will be damaged if used with a digital phone line Tools Needed for Installation e Phillips Head screw driver Before you install the modem NOTE You will need to uninstall all other modems in your computer before installing your 56K PCI modem For instructions refer to the documentation provided with the previous modem 1 Shut down your computer 2 Unplug all power cords connected to the computer DANGER Make sure your computer and all other electrical devices connected to the computer are powered off and unplugged to avoid the risk of electric shock Installing the modem 1 Using a screw driver remove the computer s case 2 Locate the available PCI slot you wish to use to install the modem PCI Slots 3 Using a screw driver remove the screw and metal filler bracket from the PCI slot 4 Holding on to the edges of the modem remove it from the anti static bag NOTE The modem may be damaged if contacts on the connector or corners are touched 224 e Discussions QuickTouch Reference Manual 5 Locate the connector you wish to use for the modem Connectors ELTEL Peet LL s lt eene STEELE TELER 6 Insert the modem into the connector while sliding the metal bracket into the PCI slot 7 Press down firmly to ensure the modem is securely seated in the connector 8 Using the screw driver secure the metal bracket int
173. options are available for each vehicle in the bay but you must first highlight the vehicle before being able to view the workorder or have access to the Manufacturer Specifications and Auxiliary buttons Lube Style Bay Screen QuickTouch Reference Manual System Management e 155 156 e System Management Lube2 Style Bay Screen li Ta OH TEST John Smith 2004 Acura 3 2tl Smin wio Rows On Bay Screen This feature is disabled If more than 8 vehicles are on the bay screen scroll arrows will appear Franchise Normally this will be NO Choosing Yes enables the Co Op report and also enable three more configuration screens under Business Information that pertain to the Co Op report This is only necessary for franchise locations AutoFill Service Enabling this option will allow QuickTouch to automatically fill in parts and quantity information when creating the invoice based on what was indicated when the WorkOrder was created The advantage to this feature is that it speeds up the Invoice process for most customers the disadvantage is that for any invoice that needs a change 1 e a customer requested house oil at check in but was later up sold to a high mileage oil the AutoFill must first complete and then the service can be deleted and re added Skip Comments and Checkout Screen Allowed The invoice process consists of four screens for most vehicles Services Comments Checklist and Checkout Shortcut buttons allow you to
174. ort displays a list of all Pay In and Pay Out transactions for the date specified This report was formerly only available as part of the Daily Activity Report but is now available independently Till Report Only available if multiple tills is enabled The Till Report can be generated by single day or for a date range and for a single or all employees When using Multiple Tills the Till Report must be referenced in conjunction with the Day End Journal for the cash drawer detail e Daily Sales Summary This report is an abbreviated summary of both the Daily Sales Report and the Vital Statistics Report for any date Undo Current Day End This function will allow you to undo all day end activities The day will need to be closed again This function would normally only be used to correct a mistake on the day end reports or to cash through an extra sale that arrived after the day end process had already been finished This function will only work for the current date 52 o QuickTouch Reference Manual QuickTouch Reference Manual lt lt This page intentionally left blank gt gt e 53 Inventory amp Service Management QuickTouch has been designed from the ground up for ease of use but also provides full functionality and features tailored to the quick lube business The rubber meets the road here in the Inventory and Services configuration section Whether a new install or a conversion a Sage Installation Technician will be
175. ort lists all Miscellaneous Labor or Labor On The Fly sales These sales are done using the Labor button on the blue Invoicing screen Non Service Parts Detail Report This report lists all Parts On The Fly sales These sales are done using the Parts button on the blue invoicing screen The Parts On The Fly and Labor On The Fly features allow technicians to enter miscellaneous services or outside parts onto the invoice but rather than just using a Misc Service service these features allow the technician to type detailed information for each transaction This can help the owner manager determine which outside parts are used often enough to carry them in stock or which miscellaneous services are being offered enough on a regular basis to start advertising Inventory Value Snapshot This report is the same as the Inventory Value Report but you can see the value on a particular day in the past the other report is the CURRENT value Inventory Restocking Report Lists all inventory restocking activity for the date range Inventory Adjustment Report Lists all inventory adjustment activity for the date range Inventory Reconciliation Report Lists all inventory changes for the date range Certificate Activity Report Lists certificate activity for the date range This needs to be turned on in each service needed Example Smog Certificate Omission Report Lists certificate omissions for the date range This
176. ory Cost With this option the number of decimal places that are displayed in cost field can be changed from 2 to 4 for greater accuracy Making a change here will change the number of decimal places on all inventory items QuickTouch Reference Manual System Management e 145 Allow Inventory Adjustments while other Computers are logged into QuickTouch If enabled the system will allow Inventory Adjustment to be carried out while other computers are logged into the system Note It is recommended that adjustments are not made during invoicing of customers or restocking of orders to avoid possible inventory variances Allow Inventory to be Added to Purchase Order This features enables inventory items that were not automatically pulled into the PO by the reorder point criteria to be added manually Allow Inventory Cost to be changed on Purchase Order This feature enable disables the ability to adjust the cost of an inventory item during the editing or posting of a PO This is useful for when a supplier makes a price increase Allow Quantity to Order to be changed while creating a Purchase Order This feature enables disables the ability to adjust the quantity to order of an inventory item during the editing or posting of a PO Day End Setup Day End Setup allows you to configure which reports will automatically print when you do a Day End Processing You can also indicate if you want to be prompted to do a backup automatically at Day End The
177. osystems is pleased to announce QuickTouch Version 6 6 1 Our latest package incorporates many new productivity improvements designed to help you increase your profits 188 e Discussions Please follow the steps below to install your new Version 6 6 1 QuickTouch upgrade The estimated time required to complete the upgrade is approximately 5 30 minutes for each computer Once the upgrade process has begun it must be applied to all computer stations before you can use ANY of the stations Run the 6 6 1 upgrade on ALL computers L Exit out of QuickTouch and return to the Windows desktop on ALL computers If there is more than one computer to upgrade start with the Server Main computer Insert the enclosed Upgrade CD into the CDROM drive The Upgrade Program should automatically start If it does not click Start Run and type in D Sage Upgrade and click the OK button This will display a window prompting Are you sure you want to upgrade QuickTouch Click Yes The upgrade process will run Do not disturb the computer until complete When the upgrade is finished a message will appear Update complete Click OK Remove the Upgrade CD Repeat steps 3 through 8 on each computer running QuickTouch bay stations etc If there are any questions concerning this upgrade please contact SAGE Microsystems Inc Technical Support at 800 724 7400 NOTE Manufacturer Service Recommendations for spark plugs fuel filter
178. ouch the right clicking function is disabled The left click button performs the same function as pressing on the screen In Windows a Double Click means pressing the left click button twice in rapid succession This will perform an action like launching a program You launch QuickTouch by double clicking the QuickTouch icon on the Windows desktop The Keyboard Our DOS system and some competitors products require special keyboards Because QuickTouch is a Windows program it uses the standard Windows keyboard You may purchase separately a keyboard cover for your keyboard If a keyboard ever needs to be replaced you can purchase locally any standard PS 2 or USB Windows keyboard depending on your computer If you are having trouble with the number keypad on the right of the keyboard make sure that the Num Lock key is pressed on You will see the Num Lock light show green if it is turned on Note that the Caps Lock and Tab keys do not function in QuickTouch This is by design to ensure ease of use and minimize confusion for those new to computers 20 e System Components QuickTouch Reference Manual QuickTouch Reference Manual lt lt This page intentionally left blank gt gt e 21 Installing Your New System After purchasing your new QuickTouch system an installation date will be scheduled A Sage Installation Technician will arrive at your site and spend several days configuring your system an
179. ouch now allows you to have more than one computer with a cash drawer For example you can have two bays which cash out customers simultaneously or if you have two cashier shifts each cashier will verify their own drawer totals This keeps each employee that handles cash responsible for the money they process QuickTouch Reference Manual Discussions e 177 How to turn this on 1 From the Main Menu go to 8 System Management 2 Touch 2 General Setup 3 Page Forward to Page 2 4 Touch Owner Setup 5 Page Forward to Page 2 6 Change Multiple Till to Yes How it works Before a cashier can operate a cash drawer on the system they first must open their till To open a till 1 Go to 2 Period Ending Processing 2 Touch 1 Till Management 3 Touch 1 Open Till and proceed with the opening Customers can be processed normally until you are ready to close the till To close the till from Main Menu go to 2 Period Ending Processing 1 Till Management 2 Close Till The End of Day Process stays the same except that each cashier s drawer total must be verified individually New and Enhanced Reports There are many new and enhanced reports to give you better and more efficient ways of looking at your store s information New Reports Till Report If you use multiple tills you can print out the Till End for each cashier very similar to Day End Journal Pay In Out Date range for all pay ins and pay outs Daily Sales
180. ow need to assign your Primary and if applicable Secondary filter line brands to each enabled part category From the Main Menu press 3 Inventory amp Service Management and then 2 Inventory Group Maintenance Select the appropriate item group in this example Cabin Filters Press Forward to Page 2 You will see your Primary and Secondary reference manual assignments Chek Chart Cabin Fiter sevice Pro gt Press Yes to enable the filter lines and then for the Primary press the right arrow next to Name Select Chek Chart Then press Cabin Filter Finally press the appropriate Manufacturer If you also carry a secondary brand in the Secondary section press the right arrow next to Name Select Chek Chart Again press Cabin Filter Finally press the appropriate Manufacturer Press OK at the top when complete to save your changes Do this for every part category QuickTouch Reference Manual Installing Replacement Hardware The following instructions will help you install replacement hardware into your computer If you have any trouble with the installations or have questions please call Sage Technical Support at 800 724 7400 CD DVD Writer Drive Replacement This procedure will take approximately 10 minutes The only tool you will need is a Phillips screwdriver Make sure that the computer and the master power switch in the back are turned off There should be absolutely no sounds or lights coming
181. p into place Push both cables straight into the back of the new drive Replace the side of the computer It will snap 1 into grooves on the top 2 and bottom and then slide forward and lock into place on the front QuickTouch Reference Manual Discussions e 221 Replace the two thumb screws in the back of the computer Replace the faceplate by pushing in the top first and then the bottom 222 e Discussions QuickTouch Reference Manual Turn the master power switch back on S80 F j J J i ty a i 1 j F ar a 0 0 0 080 0 5 A i Ll E i 7 J i i J 56K PCI Faxmodem Replacement ATTENTION Your computer system must be running a version of Microsoft Windows to properly use this modem Introduction Your modem package includes e 56K PCI Faxmodem e Telephone cable e USRobotics Installation CD ROM A USRobotics in eUserGuide Additions Software nlise Product q Rep istratio Installation CD ROM 56K Faxmodem PCI CD ROM created in China RILO LOA Modem Telephone cable Installation CD ROM System Requirements to use modem e Windows Vista Windows XP 2000 Me 98 or 95 OSR2 e CD ROM Drive e Available PCI Slot e 56K Compatible analogue telephone line NOTE If you are unsure if your phone line is analogue or digital consult your telephone service provider or building facilities department QuickTouch Reference Manual Discussi
182. p the date and time in sync on all of them manually The computer will recognize Daylight Savings Time changes automatically Database Utilities Disk Utilities 162 e System Management Database Utilities should only be administered by instruction by a Sage Support Technician Disk Utilities should only be administered by instruction from a Sage Support Technician QuickTouch Reference Manual Computer Utilities QuickTouch Reference Manual Computer Utilities should only be administered by instruction from a Sage Support Technician Page 1 Page 1 of 2 Allow Day End From This Computer Computer ID Store ID Reset Store IDs Print Store ID with Invoice Number Clear All Users Database Path jc Program Files Quicktouch data Print Workorder From This Computer Computer Type Cashier and Bay Station are exactly the same except that Cashier allows you to cash out a customer and print an invoice from the Bay Screen on that computer a Bay Station computer will prompt you to Send the invoice to the Cashier computer to be cashed out The CStore option allows the computer to run as a simple cash register 1 e no Workorders or invoices CStore generally will not be used Allow Day End From This Computer YES or NO Yes is normally only used for the main Cashier station Computer ID The main Cashier station is normally 1 and additional bay stations are 2 3 etc Each computer needs a unique Computer ID
183. play purchase history for this vendor for the previous year and the previous 3 years Page 3 VerndorMairt OK Cancel Back Forward Clockin endor maintenance re el These fields are all informational only and have no effect on any other area of QuickTouch Create Edit Purchase Orders C OK Cancel Back Forward Clockin q Create Purchase Order s lt D V BELT Standard V Belt 0 00 12 113 00 FUEL FILTER 1 Fuel Filters 1 0 00 12 113 00 GF578 Fuel Filter 0 00 12 113 00 QUICKSTART Fuel System Cleaners 0 00 1 1 13 00 OIL SYSTEM FLUSH Oil Flush 0 00 12 113 00 DRAIN PLUG Drain Plugs 12 00 12 I 12 00 CAF1706 Cabin Filters 0 00 12 113 00 AT AF3 Transmission Fluid 0 00 12 113 00 Purchase Orders allows you to create a reorder report for a particular vendor make any changes to it print and save it When the inventory is received you can then post the entire purchase order to your inventory rather than having to restock each item individually QuickTouch Reference Manual Inventory amp Service Management e 75 Creating a Purchase Order is straightforward From the Main Menu press Inventory amp Service Management Vendor Management Create Edit Purchase Order You will be prompted to choose a Vendor After choosing the Vendor you will be prompted if you wish to reset any negative inventory numbers to 0 Choose Yes or No If there are any outstanding Purchase Orders you can choose one of them at this point or Add a ne
184. ply to the open balance with the Balance Forward method Debit This will allow you to create a debit for an account Debits will immediately apply to the open balance with the Balance Forward method Balance Forward simply posts payments credits or debits against the open balance If you need to view account activity use the Account Inquiry feature Fleet Account Management e 103 Account Inquiry Fleet Account Inquiry allows you to view all payment credit debit or invoicing activity for a particular account for any date range From the Main Menu choose Fleet Account Management Account Inquiry You will be prompted with a list of your fleets Choose the appropriate fleet account cki RUL ampe ACEHEIS To to Refresh after changing a date press exten the ke yboard o Sr click off of th ON field pa T 01 24 05 Invoice 7 PA TEST1 Credit 1 02 10 05 Early Payment 54 02 10 05 02 02 05 Invoice 8 PA TEST2 The only options here are to indicate the date range This will allow you to view all fleet account activity for that date range as well as forward and ending balances Print Fleet Statements Print Fleet Statements allows you to print all payment credit debit or invoicing activity for all of your active fleet accounts From the Main Menu choose Fleet Account Management Print Fleet Statements The fleet statements will print in a format that conform to 9 Standard Invoice Double Window
185. pon ne 25 99 25 99 2 00 1 56 1 44 2 00 25 55 25 43 Note that the difference here for one transaction is small 12 The danger for the business owner using the Tax After Coupon method is that an audit will require that the difference be paid for every invoice for several years So a shop that does 10 000 vehicles per year owing 12 for 7 years would owe 8400 in back taxes Unfortunately Sage cannot offer tax or accounting advise You must contact an accountant or your state for instructions on how to properly collect sales taxes for your locality and business type Sage can only assist in configuring QuickTouch to best match your business practices You can view a report of your coupons in the Coupon Analysis report From the Main Menu choose Marketing Management Coupon Analysis From the Main Menu choose System Management Cash Register Maintenance Coupon Maintenance You will be prompted with a list of your coupons Press on a coupon to edit that coupon Note the Add button on this screen that will allow you to add a new coupon to the list Also note the Page 1 of X indicator If there is more than one page of coupons you can use the Forward and Back buttons to scroll through the screens If you wish to delete a coupon you need to go into that coupon When you re viewing a coupon press OK to save any changes or CANCEL to quit without saving changes System Management
186. produce a Please Pay Inside type of receipt e Invoice Type Standard is usually what you choose here Receipt would only be used in carwashes 70 e Inventory amp Service Management QuickTouch Reference Manual Page 6 Yes Drain old oil replace oil filter fill with new oil Yes e Service Group This allows you to create Buy X Get 1 Free type promotions If you press Choose One you will be presented the following screen e Gift Card Service Yes or No Please see the Gift Cards Gift Certificates section of this manual on page 166 e Ask For Certificate Number The enables an additional pop up screen upon selling the service which allows the user to input a certificate number This can be used for tracking things such as state inspection stickers or smog certificates There are two reports pertaining to the collect certificate numbers that can be found under the inventory reporting menu e Certificate Number Required Specify whether the certificate number must be entered to proceed e Certificate Number Must Be Unique Specify whether the certificate number entered must be unique or not e Mileage on Invoice Required Specify whether the mileage is required when selling this service or not If mileage is not required on this service but is sold with another service on which it is required the system will require the mileage e Labor Description CA compliant invoices only An additional description field ad
187. r End Setup Sage s old DOS system and some competitor systems require that year end processing be done on a particular day for instance on December 31 Note that in QuickTouch the Year End processing does NOT have to be done on a particular date p g p you can run the reports for any date range at any time as many times as you need to QuickTouch Reference Manual Reprint Sales Reports QuickTouch Reference Manual Reprint Sales Reports from the Main Menu press Period End Processing Reprint Sales Reports allows you to reprint the nightly reports from previous dates The following reports are available e Daily Sales Report Single Date e Weekly Sales Journal e Day End Journal e Exception Report e Daily Activity Report e X Tape Report e Tax Exempt Report e Co Op Report e Vital Statistics Report e Sales Description e Pay In Out Report e Till Report e Daily Sales Summary Daily Sales Report Single date The first page of the Daily Sales Report provides sales statistics for the day The second page is the Register Summary and lists all incoming and outgoing money and breaks it down to a final cash drawer total The page will record the Cashier total and list the over or short amounts Weekly Sales Journal Single date This report will assume the week ends on a Saturday and thus is asking for the Saturday date The Weekly Sales Journal will list for each day some simple statistics invoice count average
188. r to do this effectively you will need to match the manufacturer recommended services to your list of services From the Main Menu press 3 Inventory amp Service Management 3 Service Management 1 Service Maintenance You will be presented with all of your services Press on the first service in the list which will probably be your Full Service Oil Change Press Forward to Page 5 of Service Maintenance and look for the ChekChart Service Codes section Service Codes Oil Change ChekChart Service Codes QuickTouch Reference Manual o For those who are familiar with this screen you will see that this setting now allows the selection of multiple services Press on the right arrow to see the entire list of Chek Chart services in the system Depending on whether you are using Preventive Maintenance or not you may see anywhere from 13 to 500 services in the list You will need to scroll through the ENTIRE list and find any Chek Chart services that match your service In the case of a Full Service Oil Change we found two Chek Chart services that match Engine Oil Change and Oil Change Keep pressing the right arrow to select additional services until you are satisfied that you found all matching Services To delete a service from the list press directly on the service in the list you will be prompted whether you want to remove the service Press OK at the top when you are finished with this service You will n
189. red Site Wiring Fault indicator If this is lit then the outlet the UPS is plugged into is not properly grounded and the UPS will not work properly Contact a qualified electrician The UPS must be plugged into a properly grounded 3 prong outlet Do not use an adaptor or otherwise modify the plug QuickTouch Reference Manual Battery Backup amp surge Protection side Surge Protection Only QuickTouch Reference Manual System Components e 17 Network Router Reset LAN Ports 1 8 Pressing the Reset button restores the router to Connect Elhemel devices such as s original factory default settings computers switches and hubs Internet Port Thea auto MDIMDIX Intemet port is the connection for the Ethemet cable to the cable or DSL modem Power Receptor Receptor for the supplied power adapter 18 e System Components QuickTouch Reference Manual QuickTouch Reference Manual The D Link DIR 130 Router allows you to connect multiple computers in a Local Area Network LAN Each computer on the network has an 8 pin network cable plugged into a port on the back of the router If the computer is on you should see two green lights on the front of the router indicating that there is connectivity between the computer and the router Each pair of lights corresponds to each computer on the network Each pair of lights is numbered and these correspond to the port number on the back of the router The power supp
190. rence Manual The SMS can be configured to appear on screen during the check in process or to print as an addendum to the Workorder after check in The on screen SMS can be reviewed and updated interactively with the customer The printed SMS is designed to be handed directly to the customer so that he can easily understand the On Screen Service Maintenance Schedule Service Maintenance Schedule 4013 Refresh Engine Oil Change Lubricant Every 3 Months or 3 000 Miles 4 800 km Date Due Mileage 0 E OVERDUE __ OVERDUE Automatic Transaxle Change fluid Every 50 000 Miles 80 000 km Date Mileage QuickTouch Reference Manual manufacturers recommendations Printed Service Maintenance Schedule Service Maintene nce Schedule a borac bee eH ah Wieck Air Cleaner Element nspect replace if necessary Every 15000 Miles 24000 km Date Due Mileage N A Cooling System Change Coolant Every 60 Months or 150 000 Miles 240 000 km Due Mileage SAGE Experss Leite Pr imr a EiS hki a sich lan CENTURY Eo pa EIL FA Automatic Transas i ini ni aad Hal A l ma i FND Ha Hanifi e An Charge Hia E rary EIRG Marb W r hie Pawar Sloceing Syeloen Sana O ERDUE Hunt porka Topaman 200 Last Garvice bin Frowa i pii E ETEB pik opiniones Fearg 13 Monta ne T Eni biberi ii io akam i i pr i iM bpuiapai biel Da Cheick Tre Predure amp biir O anula a Ricommrenda lien Beali Crary
191. rence Manual Advertising Maintenance Advertising Types in QuickTouch allows you to track How did you hear about us statistics for all of your new customers After a new license plate is entered into the system and the customer information is recorded the cashier will be prompted with a list of your advertising types At this point the cashier can ask the How did you hear about us question and select the appropriate entry Common advertising types are not only paid advertising some common word of mouth type advertising would be e Drive by I was just driving by and saw your sign e Referral My friend comes here all the time e Competitor Mishap I went to lt the place across the street gt and they screwed it up so I came here e Current Customer I ve brought my other car here before and you did a good job e Professional Referral The guys at the gas station told me to come here These types would be listed in addition to your other paid advertising types radio spots newspaper ads etc If you don t wish to be prompted for the advertising type for each new customer you can turn this feature off by deleting all advertising types You can view a report of your advertising types in the Advertising Type Analysis report From the Main Menu choose Marketing Management Advertising Type Analysis From the Main Menu choose System Management Cash Register Mai
192. ress and Phone of the lube center These fields can be left blank if the stickers are customized and already have this information Static Type This will normally be 6 for the Cognitive AdvantageLX printer Use 5 6 or 7 for the Pennz or Qprint printers These are the only printers currently supported on Windows XP Mileage Interval This will almost always be 3000 this interval will be added to the customers current mileage in order to calculate the return mileage QuickTouch Reference Manual Inventory Setup Inventory Setup allows to you manage several options related to Inventory Skip prompt to save Vendor in Inventory y when changed in ree Warn on Negative Inventory aad Costing Method LIFO Number of Decimal Places to use in Inventory Cost 2 to 4 Allow Inventory Adjustments while other Computers are logged into QuickTouch e Allow Inventory to be Added to Purchase Order a Allow Inventory Cost to be changed on Purchase Order Allow Quantity to Order to be changed while creating a Purchase Order is Skip Prompt To Save Vendor When restocking your inventory items you are able to change the vendor for each part This will cause the system to prompt for confirmation before changing the vendor in the system Warn On Low Inventory When selling an item the system can prompt you if the on hand amount of that item falls below the Minimum Level Warn On Negative Inventory When selling an item the syst
193. ress Forward to Page 4 and you can enable the part catalogs you wish to be available by pressing Yes next to each category Next you will need to match the Chek Chart categories to your Inventory Item Groups From the Main Menu press 3 Inventory amp Service Management and then QuickTouch Reference Manual 2 Inventory Group Maintenance All of your Inventory Groups will be listed Press on the appropriate group and then press Forward to Page 2 First press Yes to enable the Outside Reference Manual for this Item Group You can then select your Primary and Secondary reference manuals Press OK when complete You will see your new catalogs printed as part of the Sage Service Manual under the Parts section WIPERS DRIVER 22 PASSENGER 22 REAR 16 In addition the Primary part number will automatically be chosen when a part number is asked for during the checkout process Allow 0 00 Invoices New Feature 0 00 Invoices can be allowed or disallowed Allowing 0 00 invoices can be useful in cases where no services were performed on a vehicle but you still wish to provide an invoice or keep a record of the transaction To allow 0 00 invoices from the Main Menu press 8 System Management 2 General Setup Options press Forward to Page 2 and press Owner Setup Press Forward to Page 3 and select either Yes or No for the Allow 0 00 Invoices Multiple Chek Chart Service Assignments New Feature The various manufacturers categor
194. rom the main menu choose Period End Processing then Day End You will be prompted for your code and password to prevent unauthorized access If there are any invoices from the day that you know were processed under the incorrect payment method for instance the cashier chose Cash instead of Check when invoicing a customer you must first reconcile this by using the Transfer button This will allow you to transfer the dollar amount from the incorrect payment method to the correct payment method Transfe cee Press the Cash button and reconcile the cash in the drawer Note that this cash amount INCLUDES the starting drawer fund Proceed to the other payment methods Note that there are two buttons to choose from when verifying non cash or non fleet payment methods Use the Payment Type button to be prompted with a list of all transactions the list will indicate the name and the amount of the transaction John Smith 28 85 To verify that you have that check or credit card receipt as the case may be press the blank verify button you will see a check appear indicating that you have verified that payment B Proceed through the list and then press OK at the top If you have a check or credit card receipt that is not in the list use the Add button to enter that payment in the list If you have a check that is NOT for the same amount as the Amount button indicates for instance maybe the customer wrote the check for 28 5
195. rs at the same time Multi Till can also be used to track the tills for individual employee shifts e New and Enhanced Reports Over 8 new reports have been added to QuickTouch In addition many enhancements have been made to our existing reports to provide you even better information to help you run your shop NOTE All new reports will have access denied by default for all employees To allow access you will need to change the access from denied red to allowed green for every employee group To do this go to 4 Employee Management 2 Security Group Setup and change each group to allow access to those Reports they are allowed to see VIN Scan Decoding VIN Scanning allows easy customer check in and more accurate vehicle identification 176 e Discussions What is it It s a barcode scanner pictured below that can scan the VIN barcode on your customers vehicles QuickTouch decodes the VIN to automatically insert the correct vehicle Year Make Model and Engine into the system VIN Scanning streamlines your techs process of specifying the details of each vehicle When you scan a VIN from the bay screen it automatically brings up repeat customers If it is a new customer it will automatically fill in the Chek chart vehicle information INSERT PIC OF SCANNER How much is it There are three charges 1 A one time database purchase fee of 449 2 a monthly Guardian fee of 39 month if you are currently a PM subscriber
196. rt Range of dates This report shows all invoices that were tax exempt Fleet accounts can be configured as taxable non taxable so the non taxable fleet invoices would show here In addition the cashier can delete the tax from individual invoices by pressing the Tax button on the final Customer Invoicing screen when cashing out a customer Co Op Report Single date This report will only be available if the Franchise Yes option is set under System Management General Setup Options Owner Setup you will need to exit and re launch QuickTouch in order for the change to take effect This report provides information that would be of interest to a franchiser franchisee such as the percentage of sales that must be remitted from the franchisee to the franchiser e Vital Statistics Report Single date This report provides sales labor inventory and customer statistics in a concise format This report will require some configuration First change the Franchise option to YES under System Management General Setup Options Owner Setup you will need to exit and re launch QuickTouch in order for the change to take effect Then back under General Setup Options Business Information will now have pages 2 4 Finally still under General Setup Options fill in the information on page 2 of Center Defaults e Sales Description This will print out a list of all formulas used in the Daily Sales Report Pay In Out Report Single date The Pay In Out rep
197. rvice November 20035 49 582 Miles Manufacturer s Recommendation Inspect Rotate Every 12 Months or 7 500 Miles 000 wm Maintenance ilf equipped tesi the Check Tire Presure Sytem 3 Recommendations Ve BH Cabin Air Filter _ Status Good Starting at 279 99 Next Service 35 755 Miles Last Service July 2003 44 r95 Miles Manufacturer s Recommendation Realace Every 15 000 Miles25 000 km Cooling System Yes G Status Good Starting at 79 99 Next Service March 2006 150 000 Miles Last Service No Previous History Manufacturer s Recommendation Chance Coolant Fvery 60 Months or 150 000 Miles 240 000 kn March 13 20044 Data provided by SAGE Microsystems Ine Quik Touch POS Page 1 Call us today at 800 724 7400 for more information Ongoing enrollment in the Guardian Upgrade Program is required to run the Preventive Maintenance Module which will include a monthly increase of 39 Guardian enrollment guarantees that you will have the most current vehicle recommendations QuickTouch Reference Manual Discussions e 211 212 e Discussions Service Maintenance Schedule Detailed Setup The Service Maintenance Schedule requires some setup before it can be used to its full potential Please follow the steps below to ensure that all options are configured correctly 7 Choose your display and print options After running the upgrade the Service Maintenance Schedule will already be set to show during the check
198. ry 24 months or 30 000 mi 48 000 km when towing a trailer or operating on rough or muddy roads AUTOMATIC TRANSMISSION change lubricant every 24 months or 30 000 mi 48 000 km when towing a trailer or operating on rough or muddy roads Differential drain amp fill MT fill MT drain QuickTouch Reference Manual Customer Management e 119 y Clutch fluid Brake fluid AT dipstick PCV ie g Oil filter i PS fluid Oil dipstick Csensor EGR valve Fuel filter Oil fill cap Print Prints the SSM with the graphics if available Key This will print a key to all the codes used in the SSM Delete City Function 120 e Customer Management QuickTouch allows you to assign more than once city to a particular zip code QuickTouch already includes a complete listing of zip codes in the USA In addition you can add zip codes into the system from other areas of QuickTouch Sometimes however a zip code will be entered incorrectly Use this function to delete an incorrect City State Zip from the system Simply type in the zip code effected and press the arrow 123465 If more than one city for the zip code is found you will be presented a list You can choose which city to delete Once deleted the zip code can be re entered through any customer maintenance screen QuickTouch Reference Manual History Merge Maintaining your customer and history databases is important in order to correctly recommend services
199. ry item details for each stock number Inventory Value Report Lists the on hand amounts and retail values for each stock number The last page of the report will summarize by inventory group and vendor the total retail dollar amount on hand Note that this report lists the CURRENT value if you need the value for a previous date use the Inventory Value Snapshot report Inventory Worksheet Lists all stock numbers in the system and provides a worksheet to count the items on the shelf This is used generally monthly or quarterly to verify that the quantities on hand match what are in the computer Any discrepancies can be fixed and reported using Inventory Adjustments There is an option to print the computer on hand amount for each item on the report some owners choose not to show this information on the worksheet because it s the answer Stock Reorder Report Lists by vendor or item group all items that need to be reordered based on the ordering method for each item Minimum Standard Order or Automatic 82 e Inventory amp Service Management QuickTouch Reference Manual Vendor Listing Report Lists all Vendors and contact information Stock Sales Report Lists all stock items sold in the date range grouped by item group the quantity sold cost and selling prices and markup and profit percentages Service Listing Report Lists all services and price breakdowns configured in QuickTouch Non Service Labor Detail Report This rep
200. s done through the QuickSale screen are assumed to be either impulse buys an air freshener from the lobby perhaps or a simple sale that does not qualify as a service 1 e installing a wiper blade Finally Gift Cards are broken out separately because gift card sales from an accounting standpoint are generally booked as revenue for the business when the card is redeemed not when the card is sold Thus if a customer purchases a full service oil change and a gift certificate for someone else only the oil change revenue will show up under the Invoice and Average Ticket calculations Cash Register Mode e 37 Cash Register Functions Cash Register Functions are used to adjust cash drawer amounts for various reason or circumstances These functions because they affect the cash in drawer amounts will all be reflected on the Exception report and daily sales reports The following functions are available 1 Void Invoice 2 Refund Invoice 3 Pay In 4 Pay Out 5 Open Cash Drawer 6 Starting Drawer Fund Note that for the Void Refund Pay In and Pay Out functions a receipt invoice will be printed If you need a second copy of the Void or Refund you can use the Reprint Invoice function under the Cash Register Mode menu For Pay In and Pay Out you will not be able to reprint a receipt invoice but these transactions will be reported in the Daily Activity Report at the day end if this report is selected to print automa
201. s feature a higher initial cost compared to a pin fed printer ink cartridge but will yield a very large number of printed pages and may actually be cheaper than the usual two part continuous fed invoices Note that the 1300 printers do not support the Sage Laser Reminder Cards feature Note also that the 1300 printers have a limited duty cycle 10 000 pages per month This printer is not recommended for high volume stores QuickTouch Reference Manual Okidata Microline 420Turbo The Okidata Microline 420Turbo pin fed printer has been called the workhorse of the auto care industry This printer is used when you need two part forms to be printed for instance where you wish to keep a signed copy of the invoice This printer can also be used to print Reminder cards These printers feature a Top of Form function which will automatically line up the paper to the proper position Use the Park button to feed the paper out the back Use the FF Load button to feed the paper in to the proper position Press the SEL button if necessary and make sure that SEL is illuminated SEL means that the printer is in Online mode and ready to print If the SEL is not illuminated then the printer will not print QuickTouch Reference Manual System Components e 15 APC Uninterruptable Power Supply UPS 16 e System Components APC BE650G The APC Back UPS BE 650G Uninterruptable Power Supply provides both surge protection and ba
202. s in that date range it is NOT the total taxable sales amount multiplied by the current tax rate QuickTouch Reference Manual Security Setup Security Setup provides several security options Some users wish to further monitor these areas of QuickTouch to exercise positive control over these functions C OK Cancel Back Forward Clockin O Security Setup V x 5 Protect Cash Drawer And Bay Deletes Setting this to Yes will force the Security Override Window to display forcing the user to enter a code and password to verify security Limit Fleet Credit Limits Allows the manager or designated persons to override a fleet credit limit Prompt for Code and Password Before Checkout Forces the user to enter his code and password before checking out a customer Prompt for Code and Password Before Clock In and Clock Out Forces user to enter their code and password before clocking in or out of QuickTouch Prompt for Inventory Adjustments Forces the user to enter his code and password before adjusting inventory QuickTouch Reference Manual System Management e 151 Pay Type Setup 152 e System Management Pay Type Setup allows you to configure different pay types for your system Cash Check and Fleet payment types are required by the system and you will not be able to modify or delete these payment types However you can configure any other payment type as required From the Main Menu choose System Management General Se
203. s screen Simply enter the date of the billing cycle you wish to close Please note that you cannot undo this function 2 28 2005 Fleet Account Management e 109 lt lt This page intentionally left blank gt gt 110 e Fleet Account Management QuickTouch Reference Manual Customer Management QuickTouch Reference Manual Customer Management provides various functions for maintaining and accessing your customer database These functions include the following L 2 3 oT lt 2 R Customer Maintenance Vehicle Maintenance Reminder Cards 1 First Reminder Cards 2 Second Reminder Cards 3 Third Reminder Cards 4 Thank You Cards Vehicle History Sage Service Manual Delete City Function More Customer Management 1 History Merge 2 MailMark Export Customer Management e 111 Customer Maintenance 112 e Customer Management Customer Maintenance allows you to search your customer database for a particular customer based on various criteria This function would be used for updating contact information viewing history changing a reminder card date changing promotion credits or deleting the customer entirely From the Main Menu choose Customer Management Customer Maintenance Enter your search criteria and press Search If more than one customer fitting the criteria is found you will be prompted with a list of customers Choose the appropriate customer If only one customer was found the Customer Maintena
204. se plate address or vehicle year make model engine information You will also be able to assign this vehicle to a fleet if not done at check in or delete this vehicle from a fleet if required 1998 Buick Lesabre Pressing the Vehicle Information button will allow you to view or print the Sage Service Manual or Service Maintenance QuickTouch Reference Manual QuickTouch Reference Manual Schedule The Gauges for this vehicle containing information about severe service manufacturers recommendations fluids fluid quantities and other information OES Your Logo Mere Service Maintenance Schedule SAGE Express Lube Siwy sian PA 1931 Phone 200 724 740 0 BUICK CENTURY E J 8 C31L 191 FI J David Brown 2000 B PA 123 Current Mileage 54 220 Jan 19 2003 Automatic Transaxle Status OVERDUE Next Service 50 000 Miles Last Service Na Previous History Manufacturer s Recommendation Change fluid Every 50 000 Miles 00 000 km Power Steering System Next Service May 2003 of N A Miles 2002 or 30 009 A Wheels amp Tires Status Next Visit Next Service September 2005 or 57 382 Miles Last Service September 2004 of 49 652 Miles Manufacturer s Recommendation inspect rotate Every 12 Monts ar 7500 Mies Tre Pressure System the Check Cabin Alr Filter ber 2004 or 44 795 Mires sommendation Replace Every 18000 Miles 25000 k Cooling System Status Good Next Service March 2006
205. se the appropriate employee You will be asked to enter the date of the time card you wish to modify 2 9 2009 Cance You will be presented the Time Clock Adjustments screen 5 OK Cancel Back Forward Clockin Time Clock Adjustments 10 33 AM 2 9 2009 Note that in this example the first entry is an existing entry You can modify either the In or Out times Note that the second entry in this example is an Active entry You can modify the In time only On a blank line you can add an entry but you need the In and Out times as well as the Date Out date Thus you can only add an entry for a time period where the employee already clocked out If you are trying to add a new period for where the employee is still clocked in first clock in the employee and then come back to the Adjustments screen to modify the In time QuickTouch Reference Manual Employee Reporting QuickTouch Reference Manual The following employee reports are available Employee Profile Lists all personal information about the employee as well as pay rates Quarter to Date and Year to Date Gross Earnings You can print the report for all employees or for a single employee Use this report whenever detailed personal employee information is needed such as for insurance forms or W2 information Employee Time Sheet Lists for each employee the dates and times worked total hours worked for each day and the total hours worked in the time period You can
206. siness Group If a location has more than one profit area such as Lube Car Wash Detail Convenience Store etc you can configure Business Groups and then assign each service to a particular Business Group Generally this is set to No e Special Pricing Categories Each fleet account can be assigned to a particular pricing category and will then automatically receive discounts or markups on that item or service There are three pricing categories in QuickTouch A B and C You can configure a different discount or markup for each pricing category in each service You can specify for each discount or markup whether it is a fixed dollar amount or a percentage amount In this example all A fleet accounts receive a 3 00 discount all B accounts receive a 10 discount and all C accounts get a 10 markup See the Fleet Account Management section for more information on using Special Pricing Categories e General Ledger Accounts Default Used for QuickBooks Interface feature 68 e Inventory amp Service Management QuickTouch Reference Manual Page 5 Fo Delete OK Cancel Back Forward Clockin E Service Maintenance SS x lt i Full Service Page 5 of 6 Export A rr E ChekChart Engine Oil Change Service Codes Oil Change Suppress Checklist s when used as a Service within another Service Yes Ask for Employees Yes Workorder Type Standard WorkSlip Invoice Type Standard Receipt
207. skip between all four of these screens Thus it is possible to go straight from the Services screen to the Checkout screen by using the Invoice shortcut The advantage to this is speed the disadvantage is that by skipping over the comments and checklist screens vital information concerning the vehicle recommendations low fluid levels etc might not be recorded onto the invoice by the cashier Warning Message For Returning Non ChekChart Vehicles Normally this will be YES When a new vehicle is recorded into the system you indicate the Year Make Model and Engine However sometimes very new vehicles will not be available in QuickTouch and you will have to manually enter the information If this is the case you can have QuickTouch prompt you when the vehicle returns to complete the information Enable Extended Invoice Screen Edition Normally this will be NO On the blue Services screen as you are entering services occasionally the price for parts or services may need to be changed Enabling this option allows you to change the price directly on the blue screen Disabling this option forces you to either provide a coupon for any discounts or add miscellaneous parts or labor for any upcharges The advantage is speed and accuracy the disadvantage however is that the cashier is able to override ANY price in the system and there is NO tracking mechanism for these changes QuickTouch Reference Manual QuickTouch Reference Manual A
208. stance Saturday evening Note that in QuickTouch the Week End processing does NOT have to be done on a particular date you can run the reports for any date range at any time as many times as you need to Close Current Month C OK Cancel Back Forward Clockin Aa Monthly A AETA EN 2 12 2004 Close Current Month will generate the monthly reports for the time period that you indicate The following reports will print when you click OK e Monthly Sales Journal e Inventory Value Report e Monthly Stock Sales Report e Monthly Vital Statistics Report To turn off any of these reports from the Main Menu choose System Management General Setup Options Month End Setup Sage s old DOS system and some competitor systems require that month end processing be done on a particular day for instance on the 31 Note that in QuickTouch the Month End processing does NOT have to be done on a particular date you can run the reports for any date range at any time as many times as you need to QuickTouch Reference Manual e 49 Close Current Year 50 e OK Cancel Back Forward Clockin O ee n e 1 1 2004 Close Current Year will generate the yearly reports for the time period that you indicate The following reports will print when you click OK e Yearly Sales Journal e Inventory Value Report e Yearly Stock Sales Report To turn off any of these reports from the Main Menu choose System Management General Setup Options Yea
209. ster Mode e 31 Bay Screen 32 e Cash Register Mode b B S OK Cancel Back Forward Clockin ay Screen S r Si Search _ Quick sate ee Te a O Paas David E Brown 1998 Buick Lesabre Amin The Bay Screen is where you initiate sales and create your workorders and invoices In this example a customer has been checked in and a workorder created Thus the car is listed on the Bay Screen Subsequent cars will also be listed on this screen until they are checked out and the invoice printed There is no limit as to how many cars can be placed in the bay if there are more than seven cars in the bay scroll arrows will appear at the right so that you may view all vehicles in the bay License Plate Type the license plate in the field to initiate the sales process Name Search Use the Name Search field if the vehicle is not found in the system using the license plate but you know that the vehicle has visited previously A common problem is that the license plate was misspelled on the previous visit so using the name search will allow you to select that vehicle and correct the mistake i ees Pressing the Red Car button will start the invoicing process PA 123 Pressing the Customer History button will allow you to view and print the entire history for that vehicle or to reprint an old invoice David E Brown Pressing the Customer Information button will allow you to view or edit the customer name licen
210. t but there may be different drivers so the Drivers Name field is not defaulted from last visit Collecting this information is important because many national fleet accounts and some local accounts may require information such as a Purchase Order or 100 e Fleet Account Management QuickTouch Reference Manual Authorization number before the vehicle is serviced These types of information will be different for each visit by the vehicle Many fleets will not pay the invoice if the required information is not printed directly on the invoice Payments Debits Credits QuickTouch Reference Manual As fleet accounts receive services they will accumulate an outstanding balance After sending out your fleet statements you will start to receive payments towards these balances Payments in QuickTouch are any receivables that pay down the outstanding balance Note that QuickTouch will always assume that the payment is a check and will look for that check to be in the cash drawer at the end of the day Debits will increase the outstanding balance for a fleet they owe you more money Debits are generally used for creating a starting balance assessing a penalty or recording a debt from a separate business unit From the Main Menu choose Fleet Account Management Payments Credits Debits You will be prompted with a list of your fleets Choose the appropriate fleet account The Payments Credits Debits screen will work slightly diff
211. t an estimate This is useful for price quotes Printed Estimates will have Estimate printed in bold across the invoice to distinguish them from actual paid invoices Full Service Environmental Charge 5 0 SAGES5W30 Sage 5w30 Motor Oil 1 0 OF1 Oil Filter SubTotal Tax Total Estimate Inventory Check The Inventory Check function will provide you with current information about a stocked inventory item This is useful for checking a part price or making sure you have the item in stock before recommending it to the customer The inventory check includes the following information e Stock Number e Description e Item Group e Price e Carton Quantity e On Hand Amount QuickTouch Reference Manual Cash Register Mode e 41 If you do not know the particular stock number of an item press the arrow button to view a list of your inventory groups Choose the appropriate group and you can find your item Restore Invoice This function allows you to restore an invoice to the Bay screen after it has been printed and finalized You can restore the last non quicksale invoice or else you must know the invoice number you can look this up in customer or vehicle history This function is most commonly used in two situations One the invoice was paid with the wrong payment method cash instead of check say which will result in a shortage on day end Or two the cashier forgot to put an item on the invoice
212. t of the sentence is lower case Parts Button on cash out added a right arrow to pull up the vendor list when adding a part number that is not in inventory Over payment is allowed on credit cards during the invoicing process The change back to the customer will be taken out of the cash totals for the day Invoices with Parts only or Labor only now shows those invoices in the service history New Laser invoice has been created for the laser printers for use with regular white paper This is in addition to the Plain Paper Invoice choice currently supported The new customer invoice looks much more like a pre printed invoice including shaded boxes a user definable disclaimer statement a user definable customer message and the ability to add your corporate logo to the top left of the form Installation Go to System Management General Setup Invoice Setup then on the 1 line Invoice Type touch the right arrow On the list of invoice types touch Graphics After choosing the Graphic invoice page forward to the second page of information The disclaimer and the customer message can be typed into the appropriate fields based on your business needs Whatever you type will print on the customer s invoice disclaimer at bottom left customer message under the list of services Also by simply placing your company logo jpg bmp ico in the directory C Program Files Quicktouch data and then at the bottom of the 2 page of in
213. t that the service was performed on the vehicle while he was in that position a Lower Bay technician would not necessarily install an air filter Use this report for calculating commissions or to compare up sells between your various employees Note that only SERVICES are listed on this report not parts so your employees need to make sure that they are not using the Parts button on the blue invoicing screen when selling services for anything that needs to list here Employee Service Each Service can be configured to prompt for two employees who performed that service These employees can be different than the four positions listed on the invoice You can print the report for all employees or for a single employee You can choose any date range The report will list for each employee which position was worked Worker or Worker 2 and which services were performed while under that position For each service it will also list the number performed the dollar amount the number performed per 8hr shift and the average number performed per hour Use this report to calculate commissions for specific Services Time Clock Audit Records all Time Clock activity for the selected date range including any adjustments that were made Bi Weekly Time Sheet Summary This report shows the time sheet data for shops that utilize a bi weekly payroll schedule The format of this report coincides with the Pay Period End Day that is selected in Week End Setup
214. t the volume of returning customers are spread evenly throughout the month For larger volumes of reminders 200 per mailing there are various discount programs available from the United States Postal Service USPS These generally provide a cheaper postage rate in return for an annual fee and having the permit pre printed on the post card Other requirements such as presorting by zip code may also apply The USPS can best provide the information as to which program is best for your business The reminder date for a customer is actually generated at the time of the last sale You will either be prompted with a reminder period or it will default to a fixed reminder period say 90 days If you have never printed a reminder card and are considering using this feature please contact Sage Support for assistance in purchasing the correct size and format of reminder cards QuickTouch supports many different types and formats of reminder cards but certain types for certain printers may not be supported Before ordering a large batch of cards make sure Sage says that QuickTouch will support them From the Main Menu go to Customer Management Reminder Cards Da Reminder Maintenance j 1 26 09 AE D Change d i Yes Yes RESORTED ulk Mail 2345678 b First Second Third Reminder Cards By default first reminder cards will go out 90 days after the service was performed This can be changed to either ask for a dat
215. ted forms RTF File In order for QuickTouch to print the warranty disclaimer the document must be saved in an rtf Rich Text Format file format This can be done from any standard word processing program and is the default file format for WordPad which is built into Windows Once the file is created it must be saved into the QuickTouch data directory located at c Program Files Quicktouch data Once the file is saved into this location it will appear in the RTF file box Graphic File This feature allows a company logo to be printed in the top left corner of the Graphics Graphics Color invoice This screen is where the is the logo image can be selected Supported image file types include bmp jpg gif and ico Similar to the RTF file mentioned above the logo image file must be saved into C Program Files Quicktouch data Once the file is saved into this location it can be selected from the Graphic File box Compress Graphic File The Compress Graphic File feature allows a larger logo file to be automatically resized in order to fit within the available space on the invoice The Height and Width values can be adjusted to suit any logo s orientation QuickTouch Reference Manual System Management e 141 Workorder SSM Setup Workorder SSM Setup allows you to configure your Workorder and set default printing options The Workorder will print after checking 1n a customer The Workorder is basically a scratchpad for the service technicia
216. tenance Schedule will consult both the manufacturers recommendations AND the customers service history to compile the report In order to do this effectively you will need to match the manufacturer recommended services to your list of services e From the Main Menu press 3 Inventory amp Service Management 3 Service Management 1 Service Maintenance You will be presented with all of your services e Press on the first service in the list which will probably be your Full Service Oil Change Press Forward to Page 5 of Service Maintenance and look for the ChekChart Service Codes section Oil Change QuickTouch Reference Manual Discussions e 193 those who are familiar with this screen you will see that this setting now allows the selection of multiple services e Press on the right arrow to see the entire list of Chek Chart services in the system Depending on whether you are using Preventive Maintenance or not you may see anywhere from 13 to 500 services in the list e You will need to scroll through the ENTIRE list and find any Chek Chart services that match your service In the case of a Full Service Oil Change we found two Chek Chart services that match Engine Oil Change and Oil Change Keep pressing the right arrow to select additional services until you are satisfied that you found all matching services e To delete a service from the list press directly on the service in the list you will be prompted
217. the Cost this is how much it cost you to purchase the item and the Price this is the price that you extend to the customer Unfortunately every market is different so Sage cannot recommend or produce a price list for your inventory your best bet for pricing suggestions is your local distributor The average lube industry markup for inventory is 230 but obviously this is highly variable depending on the items and market Certain items will be packaged by your distributor in multiples For instance a particular air filter might come in a package of 3 or an oil filter might come in a box 54 e Inventory amp Service Management QuickTouch Reference Manual QuickTouch Reference Manual of 12 bulk oil is delivered in gallons 4 quarts and case oil is delivered in cases 12 bottles Many distributors will require that when you place an order with them that you indicate how many Cartons Gallons Cases Packages etc you want not the actual count of the items For each inventory item in your stock you should indicate the package quantity Finally you will need to decide on how you want to reorder your inventory There are several reordering methods supported in QuickTouch e Minimum Standard Order e Manual based on usage e Automatic based on usage Minimum Standard Order For the Minimum Standard based reordering method you need to know how often you receive shipments For instance let s suppose a two week usage period be
218. the bottom of the column Inventory Adjustments Added total cost at the bottom of the column Purchase Order Added vendor address and contact information and ability to manually modify add items Employee Sales Tracking Added ticket averages Reactivate Employee Reactivate an employee and their code that has been previously deleted If an employee was deleted from the system and needs to be reactivated for example if they were re hired there is a new feature to turn them back on 1 From Main Menu go to 4 Employee Management 2 Touch 6 Reactivate Employee 3 Put a check mark next to each employee you would like to reactivate 4 Touch OK and the employee will be reactivated rf OK Cancel Back Fonward Clockin s Employee Reactivation wi x a QuickTouch Reference Manual Discussions e 179 Duplex Printing 2 sided printing Now allows company disclaimers or overviews to print on the back of the invoice to eliminate pre printed forms You can now duplex or print on both sides of standard white laser paper for customer invoices You will need a printer with the ability to duplex such as the Lexmark E450dn Lexmark E460dn or HP CP1518ni Please refer to the printer s user manual for duplexing setup instructions To print your warranty information on the back of your invoices from QuickTouch I Put this file in the C ProgramFiles QuickTouch data folder Go the QuickTouch Main Menu and touch
219. the check point the technician will be prompted with the question The information he types in will appear on the invoice In our example we re prompting the technician for a reason why he can t check the Front Differential fluid Finally note all the No buttons under the Default If Service Sold heading This allows you to associate a service to a particular check point option In this case if the Front Diff Service is sold the Front Differential check point will automatically be set to Changed NotApplic ie Checked Je Cant check Changed Ji Not Checked zi Filed 2 OK 78 e Inventory amp Service Management QuickTouch Reference Manual Inventory Restocking QuickTouch Reference Manual When you receive a shipment of inventory you will want to restock it into your system If you used the Purchase Order feature to create a purchase order for your inventory you can use that feature to restock your inventory If you used any other ordering method you will need to restock using this screen From the Main Menu choose Inventory amp Service Management Inventory Restocking You will be presented with the Inventory Restocking screen OK and Cancel on this screen perform the same function in that they both exit you out of the Restocking function Both buttons will save any work you have done You will be prompted if you want to print a report you don t need to print a report every time as yo
220. the credit to Caution This is tricky because a common mistake is to create a credit but not apply the credit to an open invoice When you create the credit the balance is reduced but the credit is not applied to an open invoice until you use Apply Credits If this is not done then the user then tries to create another credit and another and another and now you have a bunch of unapplied credits and when you finally apply them all the fleet will have a huge credit which must be corrected with a debit IT IS IMPORTANT THAT YOU FULLY UNDERSTAND CREDITS AND APPLYING CREDITS BEFORE YOU ATTEMPT THIS Please contact Sage Technical Support if you have any questions at all about this feature Any transactions done under Payments Credits Debits cannot be undone they can only be offset and so the fleet account statements will reflect all activity done on these screens Balance Forward Famer rcd 254 pen ee 413012004 Payment This will allow you to create a payment transaction for this fleet Payments are assumed to be checks and all payments will be listed as checks in the Day End Processing screens Thus every payment will affect the cash drawer totals for that day Payments will immediately apply to the open balance with the Balance Forward method Apply Credits This function is disabled if the fleet is using the Balance Forward method Credit This will allow you to create a credit for an account Credits will immediately ap
221. the name such as Andy Smith or Bill Anderson Any will use the criteria to find any first or last name with that string of characters anywhere in the name 1 e AN will return both Andy Smith and Bill Anderson as above but will also return Brandon Smith and Bill McAndrews 34 e Cash Register Mode QuickTouch Reference Manual Daily Statistics Cancel Daily Statistics L re a Sales Total Cash Coupons Discounts i Check SubTotal Sales Tax Collected i Fleet Visa Vehicles Serviced Invoices Quick Gift Card MasterCard Total Invoices 0 0 0 Discover Sales Subtotal 0 00 0 00 0 00 Debit Invoice Statistics Summary Gas Card Average Ticket Invoices Amex Average Time Gift Card Labor Cost Labor per Vehicle Parts Cost Parts per Vehicle The Daily Statistics screen provides real time sales statistics for the facility Business Group If you have Business Groups configured Lube Car Wash Impulse etc you can press the Bus Group button to see a separate breakdown for each group Employee Selecting the Emp button displays employee specific statistics car count ticket average etc for the day and comparisons to other employees statistics Daily Statistics gt lt i ada Car Count Average Ticket ear Employee Name Cars Cars Man Crtsy Upper Lower Tot Bob Sampson 1 100 32 47 32 47 0 0 32 47 0 Mark Miller 1 100 0 0 32 47 32 47 32 47 0 Qu
222. tically or you can print it manually under the Period End Processing menu Reprint Reports Void Invoice This function will remove an invoice from the system Note that the Invoice Number will still remain and will show on the sales reports as a Voided Invoice but the sale will be removed from sales figures and cash drawer amounts and the inventory will be placed back to the On Hand amount Voiding an invoice is normally done if the cashier forgot to add something to the invoice or if the cashier indicated the incorrect payment method or for fleet accounts that were invoiced incorrectly required information missing on the invoice perhaps Note that to correct the invoice in these cases you should use the newer Restore Invoice function Voided invoices are listed on both the Exception Report and the Daily Activity Report Note how on the Exception Report the voided invoice is listed with both the Activity Date the date of the original invoice and the Exception Date the date the invoice was voided The owner should review these transactions to ensure that the transaction was processed correctly If money was actually refunded to the customer you should use the Refund function not the Void function to ensure an accurate Day End Processing Refund Invoice This function is used to refund a customer s money The money will show as refunded on the sales reports but inventory will still show as being used 38 e
223. tire amount is due by X number of days from the bill date sanaara a J e jc Pricing Category Fleet accounts can be assigned to one of two pricing methods Standard pricing will charge the fleet accounts the regular price for services Category pricing allows three categories of fleet accounts A B and C and each category can automatically receive either dollar or percentage discounts and upcharges Taxable Yes or No Pop Up Notes You can configure a note to pop up at check in check out or both Notes are useful to let the technicians know general information about the account vehicles such as particular procedures to follow or Fleet Account Management e 99 services to perform or can be used as Warning messages to alert the shop to only allow certain vehicles to charge to the account e Loyalty Rewards Specify whether the Loyalty Reward system should include services performed on vehicles that are attached to this fleet account e General Ledger Accounts These fields are used for accounting interfaces and can be left blank Pages 4 6 C OK Cancel Back Forward Clockin Fleet Accounts 3 VA ee E n e Exton Police Department Company Name Company City Page 4 of 6 Pop up On Pop up On Required Default From Checkin Check Out Value Last Visit Drivers Name Yes Yes Company Address Company State Company Zip Code Company Phone Number 114444 ee Me eli ke 4 i Ele le le l le el Pages
224. tory amp Service Management and then 2 Inventory Group Maintenance All of your Inventory Groups will be listed Press on the appropriate group and then press Forward to Page 2 First press Yes to enable the Outside Reference Manual for this Item Group You can then select your Primary and Secondary reference manuals Press OK when complete You will see your new catalogs printed as part of the Sage Service Manual under the Parts section WIPERS DRIVER 22 PASSENGER 22 REAR 16 In addition the Primary part number will automatically be chosen when a part number is asked for during the checkout process Allow 0 00 Invoices New Feature 0 00 Invoices can be allowed or disallowed Allowing 0 00 invoices can be useful in cases where no services were performed on a vehicle but you still wish to provide an invoice or keep a record of the transaction To allow 0 00 invoices from the Main Menu press 8 System Management 2 General Setup Options press Forward to Page 2 and press Owner Setup Press Forward to Page 3 and select either Yes or No for the Allow 0 00 Invoices Multiple Chek Chart Service Assignments New Feature The various manufacturers categorize their service recommendations under different codes QuickTouch now provides you a method to assign multiple service recommendation codes to a single service From the Main Menu press 3 Inventory amp Service Management 3 Service Management and 1 Service Maintenan
225. ttery backup Note that it MUST be plugged into a grounded standard 3 prong outlet The circuitry inside the surge protector will channel any surges or EMI coming through the AC wires back down the ground wire The network connectors on the far edge of the UPS can be used for either 8pin network cables or 4pin phone wires A computer is not fully protected against surges unless ALL the wires and peripherals going into it are also protected Thus a phone wire plugged directly into the back of the computer makes it vulnerable to lightning strikes All wires and peripherals must be protected Note that there is a warranty that if filled out will give you up to 50 000 of protection for your computer equipment in the event that a lightning strike or power surge damages it The warranty card is included with the surge protector or can be done online at www apc com click on Support Warranty Registration If the power should fail the battery inside the UPS will keep the computer running for about 8 minutes This gives you time to either fix the problem need to reset the circuit breaker perhaps or to shut down the computer properly in the event of a total blackout Note that only one side of the UPS provides battery backup the other side provides surge protection only Only the computer the monitor and the network router if you have one should be plugged into the battery side as anything else will quickly drain the battery Note the
226. ttons to scroll through the screens If you wish to delete an employee you need to go into that employee When you re viewing an employee press OK to save any changes or CANCEL to quit without saving changes Note that each employee requires a Code a Password and must be assigned to a Security Group The Code Password Security Group combination are used for the employee security functions and this same employee record also tracks time clock information Thus even if an employee will not be using the computer a lower bay technician perhaps he still needs to be assigned a Code and Security Group 86 e Employee Management QuickTouch Reference Manual Page 1 C OK Cancel Back Forward Clockin Employee Maintenance S s Cin Bs 800 724 7400 e Employee Name Required e Address Optional e Zip code City State Optional e Phone Optional e Code Required This is a number up to three digits in length Note that the code is unique for that employee and cannot be used again You can see the list of Codes Used next to the Code field e Password Required It can be any combination of letters or numbers and is not case sensitive It should be short enough for the employee to easily type and remember but not so short that others can guess it e Security Group Required Assign the employee to the appropriate Security Group e Language QuickTouch supports multiple languages which so far are English Spanish and Frenc
227. tup Options Pay Type Setup You will be prompted with a list of the pay types Press on a pay type to edit that pay type Note the Add button on this screen that will allow you to add a new pay type to the list Also note the Page 1 of X indicator If there is more than one page of pay types you can use the Forward and Back buttons to scroll through the screens If you wish to delete a pay type you need to go into that pay type When you re viewing a pay type press OK to save any changes or CANCEL to quit without saving changes Pay Type Name Credit Treat Like Credit Card Amount Limit Sort Order 4 Fleet Link Optional Fleet Name DS aw are hen Used Pay Type Name The name of the pay type You cannot change it once it is added so you will need to delete and re add the pay type to change the Name Treat Like CREDIT CARD or OTHER There is no functional difference between these so use the Credit Card setting Amount Limit The dollar amount limit for this payment type Sort Order This will order the pay types by number and if more than one pay type has the same sort number they will then sort alphabetically Fleet Link Normally this is NO YES means that the pay type can only be used for a particular fleet Account Most fleet accounts will use the Fleet payment type so the Fleet Link would only be used in a particular situation for instance the fleet account does not pay their balance at t
228. tween reordering For each item say an air filter AF1 you want to define the Minimum stock level this is the lowest level you want to keep on the shelf at any time and if it falls below this level you want to reorder more of that item Then you want to define your Standard Order this is the number of items you want to reorder and put back on your shelf The Standard Order should be high enough to service two weeks of vehicles in our example but not so high that you have extras sitting on the shelf for extended periods Finally you have the Target level The Target level is your Minimum Standard This is what you will start your two week period with Let s take our air filter AF1 for example Say you want to start with 10 AF1 on Monday in order to be able to service all of your customers for the next two weeks The following Wednesday when you run the Reorder report you have 3 left on the shelf Since this 1s below your Minimum level of 5 the system will calculate that you need to reorder 7 AF1 in order to get you to your target level of 10 Finally let s suppose that AF1 comes in packages of 3 In this case since you need to reorder 7 QuickTouch will calculate that you need to reorder 3 packages or 9 items Still confused I certainly am Let s look at some of the other methods Manual Based On Usage For this method you simply run the Stock Sales report for the previous two weeks or whatever your time peri
229. ty cycle e 22ppm 16MB lt 8 5sec to first print e Toner Cartridge o Mfg 12A8300 yields 2 500 pages 3 8 pp o Mfg 12A8400 Lexmark Return Program 3 0 pp o Mfg 12A8302 Photoconductor unit yields 30 000 pages Lexmark E323 Laser Printer QuickTouch Reference Manual The Lexmark E323 printer is used for Work Orders Invoices Reports and Reminder Cards Laser printers use plain copy paper or multi use paper available at any retail or office supply store Invoices may be preprinted invoices or plain paper invoices See the section below for different invoice format examples Toner cartridges contain the ink that the laser printer puts on the paper it s actually a dust made of plastic resin that is melted onto the paper You will want to purchase at least one extra toner cartridge to keep on hand for when you need to replace the one in the printer Toner cartridges feature a higher initial cost 178 for the 10 000 page toner cartridge at a local office supply store compared to a pin fed printer ink cartridge 17 but will yield a very large number of printed pages and is actually cheaper System Components e 13 than the usual two part continuous fed invoices For an example price comparison I priced on the internet 10 000 preprinted continuous fed 1 color forms for 570 and a 17 ink cartridge which averages out to about 5 9 per page For the laser printer the cost per page is about 4 6 per p
230. u can reprint the restocking activity from the Inventory Reports menu To restock inventory just type the stock number and hit Enter You can also use the arrow to select your inventory item from a list use the arrow if you are not sure what the stock number is 7 99 s Pr 7 99 maie p D T TEMGROUP __ ONHAND CT OTY RECv cost PRICE VENDOR INVOICE __ When QuickTouch finds the stock number in the system it will present you with the following information e Stock Number e Description e Item Group e Cost e Price e Carton Quantity e On Hand e Received You can restock an item either by Carton or by Unit If you have the Carton Quantity indicated for the item you can use cartons but otherwise you will have to use Units If you are not sure use Units and indicate how many individual items as in unpacking the carton and counting everything Inventory amp Service Management e 79 Whether you indicate the Cartons or Units received you will see the On Hand level change automatically to what the new level will be At this point you can change the Cost or Vendor and you can indicate an invoice number or description Note also the New Price and Svc Price fields These correspond to the Selling Price and Service Price fields for that item in Inventory Item Maintenance If the cost increases for this item you have the option to increase the retail prices at this time Generally the Selling Price and Ser
231. uch system to best match your individual site requirements System Management also contains computer utilities and special Sage administrative options System Management consists of the following sections L 2 3 4 5 Cash Register Maintenance General Setup Options System Utilities Business Group Setup Display Export Status Cash Register Maintenance Cash Register Maintenance contains the following areas 124 e System Management 2 3 4 5 Coupon Maintenance Discount Maintenance Advertising Maintenance Comment Maintenance Reminder Maintenance QuickTouch Reference Manual Coupon Maintenance QuickTouch Reference Manual In QuickTouch Coupons and Discounts have two different functionalities Coupons are dollar off amounts and Discounts are percentage off amounts Coupon Maintenance is the area you go to add remove or modify coupons you will accept Coupons can be either for a fixed dollar amount or can prompt for a cashier entered amount There are tax considerations when applying coupons In QuickTouch the sales tax can be applied before or after the coupon This option is set under Tax Setup in General Setup Options This selection is important because many taxing authorities require that tax be paid on the full amount of the service thus the tax is applied before the coupon For example if a service is 25 99 with 6 tax and a 2 coupon Tax Before Coupon Ld Tax After Cou
232. uch the Forward button to view the second page of options Touch Back Up Setup On the Back Up Setup screen select the drive letter shown in step 4 above Touch OR Your QuickTouch system is now ready to backup to the flash drive If you have any questions about your new Flash Drive Backup please call Sage Technical Support at 800 724 7400 QuickTouch Reference Manual Discussions e 175 Version 6 6 2 Sage Microsystems is pleased to announce the release of our annual QuickTouch program update Version 6 6 2 This update includes lots of new features many of which came from you our customers as requests to help you better run your business Please follow the attached steps to install your new version of QuickTouch This should take about 10 30 minutes for each computer Once you have started you must run the update on all of your computers before using ANY of them And finally there are several setup changes you will need to make in QuickTouch after the updates to begin to take advantage of the new features Featured Updates e VIN Scan Decoding QuickTouch now supports the scanning and decoding of your customers vehicle identification number VIN to correctly identify the year make model and engine information This can improve the speed and accuracy of the check in process e Multi Till In 6 6 2 you can now run cash drawers at any number of work stations and cash out two or more custome
233. ulk Oils you sold in comparison to Semi and Synthetic Oils or any other grouping name you wish to add for more detail If there is no Grouping Code specified there will not be any additional detail on the reports To start using this feature 1 Go to 3 Inventory amp Service Management 2 1 Item Maintenance 3 Touch the Item Group you would like to add codes to 4 Touch an item you want included and type in the Grouping Name you would like to use for the reports Repeat for all items you would like included You can create as many grouping codes as you d like Delete OK Cancel Back Forward Clockin Item Maintenance A TA EI eae e E Sage 5w30 Motor Oil Led onn service 195 195 WEEK MONTH SERVICE SALES SATURDAY TO DATE TO DATE OF OF SALES OF OF OF SALES OF OF OF SALES w OF SERVICES 2C SVC AMOUNT SALE SVC SWC AMOUNT SALE SVC WC AMOUNT SALE ADDTWES 0 0 00 1 T J 133 93 2 10 2 172 90 1 AIR FILTER 1 Za 13 99 1 13 J 246 37 4 49 10 291 51 4 DRAIN AND FILL p p 0 00 0 1 1 42 99 1 3 1 128 97 1 FRONT DIFF SVQ 0 0 0 00 tt 0 0 0 00 D 2 p 65 98 0 LIGHTS 1 2 4 99 0 4 3 47 96 1 J 1 32 90 0 41 100 1640 34 48 142 OF 2606 53 EE ayy gr 19475 62 of 23 5E B22 52 45 fo 4 2 008 45 42 265 5d 9 350 08 42 a 5 108 38 T 3 Za 187 47 3 5 1 oar 45 1 16 x TO 64 42 5 3 235 35 4 16 3 301 24 4 GR 0 0 0 00 0 54 af 2 525 26 38 190 a4 6 526 24 40 REAR DIFF SVC 0 0 0 00 0 D 0 0 00 D Zz 0 106 96 0 TIRE ROTATION g 0 00 0 g 0 0
234. unting net sales 2 In System Management General Setup Pay Type Setup and touch the green Add button at the top Type in the name of the payment button that will show up at the end of the transaction e g Gift Card Gift Certificate Treat Like should be set to Credit Card Type in a dollar limit if you choose to limit the amount on any one card type in a sort order that will position that payment button on the final Invoicing screen relative to the other payment types Answer Fleet Link as No and skip the Fleet Name field and choose whether you want the drawer to open when invoices are paid with a Gift Card Touch OK to save it The next invoice you do will have this new pay type as a payment option 3 Next go to Inventory and Service Management Service Management Service Maintenance and touch the green Add button on the red top bar Type in the service name for the Gift Card that will appear on the customer s invoice For the Discussions e 199 200 e Discussions Labor Pricing Method choose Fixed if you want the gift to be sold for the same price every time or choose Variable if you want it to ask for the sales amount Type in the fixed price amount or the minimum and maximum variable amount in the fields provided Press the Page Down twice and specify the Display Sort Order position you would like to see the gift service button appear relative to all the other service buttons Next to
235. up e Cost e Price e Carton Quantity e On Hand e Received Indicate the actual On Hand Units that you want the system to have You can provide an adjustment description You will see the On Hand level change automatically to what the new level will be After an item is adjusted it will show in the blue area below the adjustments section You can double check your work here Inventory amp Service Management e 81 Inventory Reporting Inventory Reporting allows you to view and manage all inventory activity in your shop The following reports are available e Item Listing Report e Inventory Value Report e Inventory Worksheet e Stock Reorder Report e Vendor Listing Report e Stock Sales Report e Service Listing Report e Non Service Labor Detail Report e Non Service Parts Detail Report e Inventory Value Snapshot e Inventory Restocking Report e Inventory Adjustment Report e Inventory Reconciliation Report e Certificate Activity Report e Certificate Omission Report Most reports will ask for a date or date range In addition some reports will ask for various sorting and grouping criteria If a report will be showing a list of stock numbers you will be able to group the stock numbers either by Inventory Group air filters oil filters etc or by Vendor all parts assigned to a particular vendor You will also be able to sort the item lists either Alphabetically Numerically or by Sort Order Item Listing Report Lists invento
236. vice Price are the same value they are only different if you sell the item at a reduced cost if not part of a service After an item is restocked it will show in the blue area below the restocking section You can double check your work here 80 e Inventory amp Service Management QuickTouch Reference Manual Inventory Adjustments QuickTouch Reference Manual If you make a mistake restocking inventory or find a discrepancy with your on hand amounts between what the system indicates and what is actually on the shelf you will need to do an Inventory Adjustment From the Main Menu choose Inventory amp Service Management Inventory Adjustments You will be presented with the Inventory Adjustments screen OK and Cancel on this screen perform the same function in that they both exit you out of the Restocking function Both buttons will save any work you have done You will be prompted if you want to print a report you don t need to print a report every time as you can reprint the adjustment activity from the Inventory Reports menu To adjust inventory just type the stock number and hit Enter You can also use the arrow to select your inventory item from a list use the arrow if you are not sure what the stock number is DESCRIPTION ITEM GROUP AD ON HAND 7 TE E ADJUST DESC z When QuickTouch finds the stock number in the system it will present you with the following information e Stock Number e Description e Item Gro
237. voice setup select the Graphic file logo name from the list your logo will print at the top left of the Graphic customer invoice Store Number on invoices for multi center operations now print the store number with every invoice number This helps identify from each printed invoice the actual store where the service work was performed Installation Go to System Management System Utilities Computer Utilities and change Print Store ID with Invoice Number to Yes QuickTouch Reference Manual QuickTouch Reference Manual Quick Sale service buttons are listed by sort order rather than alphabetically to match the order services are listed on normal non quick sale invoicing screens End of Day Processing Clear All Users is simpler to begin the end of day process If it is necessary to clear another station for day end the message to Clear all Users will come up automatically Inventory amp Service Management Services within another service that both have miscellaneous charges i e environmental fees will list all charges on the invoice Inventory Restocking screen has been changed to add the ability to modify the Service Price as well as the Selling Price Service pricing was added to item maintenance in version 6 5 4 to allow a lower parts selling price for parts sold within a larger package service Stock Sales Report headings for Unit Cost Sell Price and Tot Cost all have the
238. w one If no Purchase Orders exist you will be prompted to create one At this point the Purchase Order is created as shown above Note that for each inventory item assigned to this Vendor it lists the Part Code Description Cost On Hand Amount and the Suggested Order Quantity in Cartons so if AF3 comes in packages of 3 it will be reordering 2 packages here for a total of 6 AF3 Note that you can edit the Cost and Quantity fields If you don t wish to reorder a certain part just put a O in the quantity After making any changes to the purchase order click the Recalculate Total Cost button At this point you can Print and Save the Purchase Order at which point a PO will be assigned Pressing Cancel at this point will discard the PO After printing or saving the PO you can return to this screen to edit it in the case that an item is backordered Post Purchase Orders After creating and printing your purchase order you will receive a shipment from your distributor At this point you are ready to post the purchase order To Post the Purchase Order from the Main Menu press Inventory amp Service Management Vendor Management Post Purchase Order You will be prompted to choose a Vendor If there are any outstanding Purchase Orders choose the appropriate one If no Purchase Orders exist you will be notified After selecting a Purchase order to post you will be presented with the Post Purchase Order screen
239. word to clock in and clock out of QuickTouch To enable this new security feature 1 Go to 8 System Management 2 Then 2 General Setup 3 Touch Security Setup 4 Touch Yes at the Before Clock In and Clock Out prompt 5 Touch OK to save the change For maximum system security answer Yes to all the options on this page Ole Cancel Back Fonverd Clockin Security Setup ri m E RET mA F M F ui F 1 l i Wi l m _ves J no d T Jno Print Multiple WorkOrders Many states require an estimate after check in in addition to the standard workorder If your business needs additional printouts during check in you can now choose which you would like to print To specify which forms are required 1 Go to 8 System Management 2 2 General Setup 3 WorkOrder Setup 4 Under Second or Third workorder type touch the right arrow to choose the different printouts you require 5 After selecting the correct forms touch OR to save your changes Note You may have to print a few different types to find the ones you need QuickTouch Reference Manual Discussions e 185 Grouping Code This report feature allows you to combine groups of similar inventory items to improve service detail For example you can now sub group all of your oils that are part of the OIL item group that are used for a Full Service By assigning a Grouping Code name to similar items you can see how many B
240. xamples are e Oil Level 1 Qt Low On Arrival e Customer Requested Tires at 381lbs e Rear Differential Service Recommended e Summer Special Transmission Flush 59 99 Recommend Transmission Service Comment Description Type in the comment description here Display Sort Order Indicate in which position you want the comment to appear From the Main Menu choose System Management Cash Register Maintenance Comment Maintenance Choose the appropriate comment area You will be prompted with a list of the comments Press on comment to edit that comment Note the Add button on this screen that will allow you to add a new comment to the list Also note the Page 1 of X indicator If there is more than one page of comments you can use the Forward and Back buttons to scroll through the screens If you wish to delete a comment you need to go into that comment When you re viewing a comment press OK to save any changes or CANCEL to quit without saving changes System Management e 131 Reminder Maintenance 132 e System Management QuickTouch has the capability to print reminder cards However since some vehicles depending on driving habits may require more frequent oil changes than the usual 90 days Reminder Maintenance allows you to configure these different reminder periods The reminder date is set when the Invoice is printed from the Bay Screen The reminder date can either default to one of the
241. y 12 Click Finish to complete the installation Windows 98 Users 1 When you see the Add New Hardware pop up window Insert the USRobotics CD ROM into your computer Click Next again to install the software driver Click Finish to complete the installation 2 Inthe pop up window click Next 3 Select Search for the best driver for your device recommended 4 Click Next 5 Select CD ROM Drive 6 Click Next 7 8 Congratulations You have successfully installed your 56K PCI modem and software drivers Please register your 56K PCI Faxmodem for Windows at www usr com productreg QuickTouch Reference Manual Discussions e 227 Index A Account Inquiry 104 Add Parts to Invoice Screen 169 AdvantageLX 10 Advertising Maintenance 129 Advertising Type Report 123 Aging Summary Report 108 APC Uninterruptable Power Supply 16 B Backup Setup 153 Bay Screen 32 Business Group Setup 164 Business Information 135 C Cash Drawer 7 Cash Drawer Setup 153 Cash Register 7 Cash Register Functions 38 Cash Register Maintenance 124 Center Defaults 137 Center Information 134 Change Parts Price 56 Change Service Price 64 Change System Date 161 Change System Time 162 Charge Interest 106 Check List Maintenance 77 Chek Chart 119 Close Billing Cycle 109 Close Current Day 46 Close Month 49 Close Week 48 Close Year 50 Cognitive AdvantageLX 10 Comment Maintenance 130 Computer
242. y are new out of the box and once they are formatted they can be reused over and over again Occasionally a disc will go bad and won t allow you to do your backup in these cases you can do a full format on it and it will be good again Formatting takes about 30 minutes per disc and can be done while QuickTouch is running but note that QT will be greatly slowed down during this process The best time to format CD DVD RWs are after hours The backup software used by the computer is called InCD The InCD icon appears in the system tray which is usually in the bottom right hand corner of the screen The InCD icon shows information about the CD DVD which is currently in the drive or about the drive itself Formatting a CD DVD RW Disc Remove the disc from the packaging and put it in the computer The InCD software will determine whether the CD DVD RW disc needs to be formatted From the Windows Desktop double click My Computer Right click the D drive Click InCD Format The Format D window will be displayed Make sure Format is selected never use Quick Format and click Start You do not need a Label Discussions e 173 174 e Discussions Format D InCD Essentials Format Disc D HL DT ST D DR AM GH22N550 Prepare your disc For file writing O Format disc i i j Quick Format Disc Full Options Mount Rainier MIRA Erase Disc Neti Verily Progress Drive Info 7 Formatting

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