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Video Training

Your shop management software comes with a comprehensive set of multimedia (audio + video) demonstrations on how to use program basics. Simply click on any title below to start the brief training video demonstration. Click on the Quick Video link in any help topic to access a video specific to the help area you are working in.

Welcome to SE	PART KIT: Creating a Parts Kit
Program Flow	CANNED JOBS: Creating
Estimator Parts & Labor	Recommendations (Future Work)
Work In Progress	Revisions (Sub-Estimates)
Order Screen	Shop Data Setup: Default Settings
Order Options	Shop Data Setup: SS/HazMat
Quote Screen	Shop Data Setup: Disclaimers
Counter Sale	Standard Tables – Labor Rates
Schedule	Standard Tables – Parts Discount
History Screen	Standard Tables – Tax Rates
Reports	Standard Tables – Markup
Enter Customers - Basic	Standard Tables – Markup Matrix
Enter Vehicles – Basic	Standard Descriptions: Categories
Assigning Technician(s)	Standard Descriptions: Notes
Check Profit (Profit Wizard)	Setup - Technician Setup
Technician Worksheet	Setup - Reports & Printers
Pay/Post Invoice	Program Security
LABOR: Order Item Entry Details	Backup of Database
SUBLET: Order Item Entry, Edit, CJ
PARTS: Order Item Entry, User $

PerformanceCenter learning modules provide an in-depth learning experience with 25-30 min. segments designed to teach software specifics blended with industry best practices. The Alphabetical Topic to Module Index is provided to give easy reference to common procedures

Backup Database	Module 3B	NSF Fee Item - Create	Q Answers
Canned Jobs	Module 6B	Order Screen Items - Moving	Q Answers
Categories	Module 3A	Packages (Promotions)	Module 6A
Change Ownership	Module 4B	Parts: Attached Parts	Module 5A
Charge Sales – Control or Prevent	Q Answers	Parts: Add to Parts/Inventory	Module 5B
Check Profit Wizard (F12)	Module 1A	Parts: Inventory Basics	Module 5B
Comeback (Symptoms screen)	Module 3A	Parts: Inventory Merge – P/Ns	Q Answers
Correcting Duplicate Customers	Module 4B	Parts: Search Basics	Module 5B
Correcting Previous Mileage Errors	Q Answers	Parts Catalog: Setup IAP Vendor	Q Answers
Counter Sale	Module 2B	Parts Catalog: Setup Activant	Q Answers
Customer screen Options	Module 2A	Parts Catalog: Setup Carquest	Q Answers
Customer screen Update Function	Module 4B	Parts Catalog: Setup eStore	Q Answers
Cut, Copy & Paste	Module 4A	Parts Catalog: Setup First Call	Q Answers
Deleting a Customer / Vehicle	Module 4B	Parts Catalog: Setup NAPA	Q Answers
Deleting an Est/RO/INV/CS	Module 4B	Parts Catalog: Setup Nexpart	Q Answers
Discounts / Coupons	Module 3A	Parts Catalog: Setup WorldPAC	Q Answers
Enable Web Reference (OD5.com)	Q Answers	Parts Catalog: Parts Plus: Activant	Q Answers
End Of Day Reports	Module 1B	Parts Catalog: Parts Plus: Nexpart	Q Answers
Export Data To Excel	Q Answers	Parts Discount Table	Module 1B
Export Report Data (Envelope)	Q Answers	Parts Pricing tab	Module 2B
Followup – Inactive Customers	Q Answers	Payment Type – Adding New	Module 3A
Forum: How to Change Text Size	Q Answers	Payment Correction	Module 4B
Forum: How to Create a Post	Q Answers	PerformanceCenter: Become Certified	Q Answers
Forum: How to Edit or Remove Post	Q Answers	PerformanceCenter: Submit Quiz Result	Q Answers
Forum: How to Register	Q Answers	PerformanceReporting: Log In Help	Q Answers
Forum: How to Update Profile	Q Answers	PerformanceReporting: How Subscribe	Q Answers
Forum: Private Messages	Q Answers	Prior Balance – Creating	Q Answers
Function keys review	Module 4A	Program Shortcuts: part 1	Module 4A
Grid Line Colors	Module 2B	Program Shortcuts: part 2	Module 4A
GL Codes / Payment Types	Module 3B	Purchase Order – Creating	Q Answers
Keyboard Shortcuts	Module 4A	Referrals – Customers	Q Answers
Labor – Changing Rates	Module 5A	Status – Adding New	Module 3B
Late Fees	Module 3B	Symptoms Screen	Module 3A
Location (WIP)	Module 3B	Tax Rate(s) – Various Settings	Module 3B
Mail Merge instructions	Q Answers	Technician Worksheet Printing	Module 1A
Markup versus Gross Profit	Module 1B	Validations	Module 2B
NSF Check Handling	Module 3A	Vehicle Screen options	Module 2A

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Video Training

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