Default Settings

Default Settings are the data field settings that your shop uses most often in creating orders in Manager. When you build an order, the default information is automatically entered unless you specify otherwise.

Note: Defaults are used to save time by entering common choices into orders for you automatically. Any default can be overwritten at the time of order preparation.

To Enter/Edit Default Settings:

1.  Select Default Settings from the Shop Data Setup table (a selection from the Setup menu). The Default Settings dialog box displays. 

2. Enter/edit data as necessary. The dialog box contains the following fields:

Area Code- The area code you want automatically entered into phone number fields.

Promised Time- The default vehicle pick-up time (for example, 5 pm.).

Labor Technician- The default (most commonly used) repair technician.

Parts Technician- The default (most commonly used) parts technician

Service Writer- The default (most commonly used) service writer.

Default Pay Type- Pick the type of payment you receive most often (Cash, Check, Visa, etc.). Note: You can select a different payment type at time of payment.

Use Phone #Mask- Allows you to enter a phone number mask

Phone # Mask- The Phone # Mask field allows you specify the type and pattern of characters that are entered into phone number fields. Phone masks also expedite entry of phone numbers in MMS by pre-entering hyphens. A "#" (pound sign) entered in a phone mask indicates that only a number can be entered; An "*" (asterisk) indicates that any keyboard character can be used. Typical masks might be ###-###-###, or (###) ###-###. For example, with the default area code set to 619 and the mask set to ###-###-####, a phone number input field will appear as: 619-___-____.

Convert invoice to RO on Change-

Bal Due Warning on new order

#of Days Past Due

Warn on Program Exit -Turns on the "Exit" confirmation warning every time you exit the program.

Include Spouse on Invoice- Check to include spouse's name on printed invoices (where applicable).

Include Tax in Estimates- Check to include taxes in estimates by default.

Include Recommendations on Repair Order- Check to include recommendations, if any are present for vehicle, on repair orders.

Update Labor Time from Total-  If you change the labor total on a "non standard labor rated" item, it will change the labor hours to reflect shop rate times amount (although it still maintains the flat dollar amount calculations).

Don't Prompt for Technician Worksheet- This option allows you to choose not to print, or be prompted to print, a Technician Worksheet whenever you print a repair order. If you deselect this option, you will need to select Tech Worksheet from the Options screen to print the Technician Worksheet.

Preform backups on Locations- The location in which backup files are saved in a \BACKUP subdirectory. See also.Autobackup

3.     Select OK to save your entries and exit.