Abbreviating customer Info on additional Invoice sheets.


Things to Note

The first page of an invoice will display all the customer's information.  You may wish to reduce the info on the following sheets to reduce the use of paper and ink.

Checking this box will reduce the number of lines printer for the customer and vehicle info printed on page numbers greater than 1 while still leaving basic customer and vehicle info so those pages can still be associated with the correct vehicle.

How To:

Use reduced report header section.

Checking this box will reduce the amount of Customer information that displays in the header and collapses the Vehicle information displayed to use the full width of the page.

The following items can be selected or deselected to show on an invoice.


Technicians


Display Technicians for Line Items.

Checking this box will print the names of all technicians for each line item


Display Tech Pay hours instead of Scheduled Hours.

Checking this box will print the sum of technician Pay Hours as Hours instead of Charged Hours for that labor line


Display Technician Hours on Tech Lines.

Checking this box will print the Pay Hours for each technician on the labor line in addition to the sum of technician Pay Hours for that labor line.


Display Technicians below vehicle history lines

Checking this box will display the name of the technician associated with the history line item of the vehicle history report that is included at the end of the tech worksheet




Configure Custom Commissions Report Using the Goodyear Point of Sale

Send sales data to Goodyear

Be sure that your Report Pro email settings are configured and working so the report is delivered successfully. See Configure my email settings

  1. From Report Pro

  2. Select the Tool tab

  3. Select the Goodyear Point Of Sale button

  4. Select the Goodyear Report tab

  5. Enter your date range

  6. Enter your Goodyear Non-Sig number (Only needed the first time, Report Pro remembers it the next time)

  7. Select the Create Report button

The report will be generated in the Goodyear format, saved to C:\BOT\GOODYEAR\ folder and automatically submitted to Goodyear via email. Report Pro does not know the status of your 1% back, please request this info from Goodyear.


Import Goodyear Price List


Tire Sales Report (AKA: Spiff Report)



Configure my email settings

Each machine is configured separately and you can use the same email on all workstations or different, it's your choice. Email is sent using SMTP via your email provider. Many email servers do not place a copy of SMTP sent mail in your Sent folder, Report Pro cannot force this to happen. The alternative option is to use the default email client on your computer.


Using the default email client on your computer


  1. From Report Pro
  2. Select the Settings tab
  3. Select the Email Settings button
    • This will open the "email setup wizard" page
  4. Press cancel
    • This will open the "Report Pro Email Settings" page
    • Options for you are...add info in the "Default Email Body"
    • check "Prompt for customer email on invoice load"
    • check "Send cc to shop's email address"
  5. Check the box Use Default Mail Instead (Outlook, Windows Mail, etc...)
  6. Click on the "Send Test Email"
  7. Select the Save Button
    • ***NOTE that using this option does not allow for email addresses entered in the To field of the email to be saved back to the customer record in your Shop Management system

Using SMTP (Simple Mail Transfer Protocol)

  1. From Report Pro

  2. Select the Settings tab

  3. Select the Email Settings button

  4. Select your provider from the dropdown list of common providers or select Custom

  5. Verify or enter the Host for your provider (This is the outgoing SMTP Host of your email service provider)

  6. Verify or Enter the SMTP port number (This is the outgoing SMTP Port of your email service provider)

  7. Check the box Secure Connection if your email provider requires a secure connection

  8. Enter your Email Address

  9. Enter the password you use to login to your email

  10. Enter your preferred display name for who the email is From. Some email servers require this to match your email address for authentication

  11. Enter the Default Email Body. This can be a short message and or signature. Messages sent without any message body are likely to get flagged as spam

  12. Select the Save button

  13. Send a test email


Prompt for customer email on invoice load

Use this feature when capturing emails for customers is on your high priority list. It may be a little over-bearing for daily use, but gets the point across to you or your service advisor when capturing email addresses is an absolute must for your business. Keep in mind that when sending an email via Report Pro, if no email address exists, the user will be prompted to save the email address back to the customer record (Not when Use Default Mail Client Instead is selected)

  1. From Report Pro

  2. Select the Settings tab

  3. Select the Email Settings button

  4. Check the box next to Prompt for customer email on invoice load


Send cc to shop's email address

This does not apply when Use Default Mail Client Instead is selected. Your email service provider should automatically save a copy of mail sent via Simple Mail Transfer Protocol (SMTP) to your sent folder on the email server. If you find that your email service provider is not doing this, use this alternate method of CC'ing yourself instead. Using this option will copy the email address configured to send from.

  1. From Report Pro

  2. Select the Settings tab

  3. Select the Email Settings button

  4. Check the box next to Send cc to Shop's email address


Apply Shop Management Settings

This is where you select your management system and the ODBC connection to your management system. Typically you do not need to change these settings as they are applied for you during installation.




Configure the Custom Commission Report


Things to Note

Use this report to help you calculate the exceptions in commissions paid on parts, less sales tax, shop fees, and sublets. The exception is parts that cost you over the configured cost. If the part cost less than the configured cost, the commission would be paid on the entire sale price. Example; your configured cost threshold is $50.00 and your cost is $49.00, you sell it at $100.00 and the technician was on a 20% he would be paid $20.00. If the part costs more than the configured cost, the technician would be paid on the profit of the part. Example; your configured cost threshold is $50.00 and your cost is $51.00, you sell the part for

$100.00 the technician was on a 20% he would be paid on the $49.00 profit at 20% he would make $9.80. This helps protect you from the more expensive parts and provides incentive to your employees to research and find the best possible cost pricing because the most profitable items are usually the smaller maintenance parts. This allows your technician to be rewarded for finding and recommending these small items that normally do not have a lot of labor added to them. If they are paid on just labor these items will get overlooked.

  1. From Report Pro

  2. Select the Tools Tab

  3. Select the Custom Commission Report button

  4. Enter the cost threshold (under/over $ amount) in the Threshold Dollars box

  5. Double Click the Technicians name in the list (a new window opens)

  6. Enter the parts commission % for the technician

  7. Select the OK button

  8. Repeat steps 5 - 7 for each technician

  9. When finished, Select the Save button

  10. The report is available in the Accounting folder (Left panel Navigation)

    1. Select the Custom Commission Report in the Left Panel Navigation

    2. Expand the Parameters Ribbon footer (gray bar at bottom of report pro screen)

    3. Enter the Date Range for rendering the report

    4. Select the Refresh button (two opposing blue arrows) or The Reload button in the Home Ribbon or the F5 key on your keyboard to render the report for the entered date range



Customize Invoice

Things to Note

With Report Pro you have the ablity to fully customize your Invoices.  From putting your logo on the invoice, making it easier to read, adding social media icons, and even coupons you can make your invoice yours!

Send the invoice to your customers through email and they can click right on your FaceBook link or web address and go straight there to give you positive ratings.

Add QR Codes!  These are those codes that computers scan for information.  You can have a QR code that a customer scans with their smart phone and it sets their next appointment automatically.


How To:

Place a Logo on your Invoice.

For best results, image should be created in a graphics software program.  There are many programs out there to use.  Whatever program is use needs to make an image that has the following specifications.

If using a Raster graphics (pixels) program, the logo should be generated for the specific size from the software.  Image size should be 2 inches wide by 1 inch high

If the logo is created using Vector software (paths) to generate the image it's can be resized with little effect on the quality to fit the spec of  2 inches wide by 1 inch high specification needed.

When you have created your logo, you must store it on the hard drive in your computer.  (Usually the C drive.)

When Pro Pack is installed on your computer, a folder named BOT will be installed on the C drive.  Inside the BOT folder you will find the Samples folder.  Save your Logo in the Samples folder.


If this is done, on each computer you can follow the following steps to load it into your invoice.

  1. From Report Pro Select the Customize tab.

  2. Select the Customize Invoice button

  3. Check the box Use Logo On Invoice

  4. Click the lookup button (It's the button with the 3 dots on it on the right.)

  5. Open the shared network folder that contains your shop logo (HINT: Instead of navigating via Computer C:\, navigate via Network Places>Computer Name>Shared Folder>BOT Folder>Samples

  6. Select your logo in the folder

  7. Select the open button.

  8. Select the Save button.


By selecting the Box in front of each item listed next in the Customize Window you can select what information appears on the Invoice.

Shop Name

Shop Address

Shop Phone

Shop Slogan

License 1

License 2

Ref #

Hat #

Unit #

Engine


You can choose only one of the following dates to appear on your invoices. 

Printed Date - Prints the date the invoice is printed.

Posted Date - The date that the invoice posted to history.

Promised Date - The date that was promised to the customer for vehicle completion. Can also be used to manually manipulate for printing when sending to an accounts receivable customer if your payment terms need tweaking for an expected due date


Include the Spouse's name on invoice - Selecting this option will put the spouses name on the invoice if listed in the Shop Management System.

Display Time with Date Display (except simple invoice) - By default, only the date is printed on the invoice. Check this box if you would like to include the Time when the corresponding field in your management system is populated. If this option is selected, and the time is not populated in your management system, then the current time will show.

Display Vehicle Time-In and Time-Out

By default, this section does not show. Check this box if you would like to show the section that displays the Vehicle Time-In and Vehicle Time-Out for the invoice being printed. This section will hide automatically if neither the Time-In nor Time-Out fields contain data

Add a Paid Stamp on zero balance - Check this box to add a red PAID stamp to invoices when the customer pays the invoice.

Hide All Header Labels - If your shop uses invoice paper that has your shop's info aready printed on it.  Choose this option so that Report Pro does not print over your preprinted  header


Invoice Body Customization

Invoice Primary Accent Color


Report Pro allows you to add color to your invoices.  Select from the provided colors or select a custom color to add to your invoice.  Typically a primary color in your logo is best.

There are ten different templates and each use this color differently. Pick the invoice template that you prefer. (HINT: Use the color saturation scale in the Define Custom Colors to lighten your color preference as darker saturation can make invoice text harder to read, plus you'll save on toner)

Invoice Secondary Accent Color Add a second color to your invoice.

Select the button to select the Secondary Accent color to be used on your invoice then select from the pre-defined colors or Select the Define Custom Colors >> button and use it to define your color specifically. Typically this is the secondary color in your logo.

There are ten different templates and each use this color differently. Pick the invoice template that you prefer. (HINT: Use the color saturation scale in the Define Custom Colors to lighten your color preference as darker saturation can make invoice text harder to read, plus you'll save on toner)


Show Part Prices

By default the prices for parts are shown for your invoice part items. Uncheck this box to hide the individual part prices. Keep in mind that the part subtotal for a by the job invoice will still show unless it is also unchecked.


Show Part Numbers

By default the part numbers are shown for your invoice part items. Uncheck this box to hide the individual part numbers.


Show Labor Hours

By default the labor hours associated with a labor line will display in the job subtotal section of the by the job invoice templates. Uncheck this box to hid the labor hours for each labor line item


Show Job Totals

By default the by the job invoice templates will print the job totals. Uncheck this box to hide the job totals. NOTE! that the Labor Dollars, Labor Hours, Part Dollars and Sublet Dollars will still show unless their corresponding option is unchecked.


Show labor/Parts Job Total?

Uncheck this option to hide the Labor and Parts totals when using a By the Job invoice template


Show Sublet Job Total?

Uncheck this option to hide the Sublet labor totals when using a By the Job invoice template

Show List Prices (By the Job Invoice Templates Only)

By default the by the job invoice templates will not show List Prices. Check this box if you sell your parts below list to your customers.


Show Watermark Across Page Background

Adding a Watermark to the background of your invoice further "brands" your shop.  The watermark prints your shops 2 initials in light gray in the background of your invoice.

By default this option is unchecked. Check this box and enter up to two letters in the corresponding text box and those two letters will display as a gray scale watermark on your invoice


Watermark Image Path

Instead of gray scale text, Select the lookup button (button with three dots on it) and map to a logo in a shared network folder. Setting is per computer. Place the image in a shared network drive mapped as same folder path on every machine or place the logo in the same folder path on each machine. (HINT: Make sure the logo is sized to fit on your paper and is on the lighter end of the color spectrum, preferably gray scale as bold colors or logos that are oversized will dominate the invoice instead of enhancing it.  In other words chose wisely.  Experiment.)


Force Jobs To Group Together

By default this option is checked. This helps the by the job invoices keep the entire job on the same page if it can, if it cannot then the by the job layout will wrap the job to the next page. Uncheck this box if you want all jobs to wrap even if they can fit on a single page.


Only Show First Line of Descriptions

By default this option is unchecked so that all information typed in to the management system is displayed on the invoice. Check this box to so that only the first line of the description is displayed on the invoice.


Remove New Lines From Descriptions

By default this option is unchecked so that even the extra blank lines entered in the management system are displayed on the invoice. Check this box to so that extra lines are not displayed on the invoice.


Customize Footer


Website?

Check this box and place the URL (Address) to your website in this space.  You can this for any website you may want to send your customers to.


Show Website Link?

By default this option is unchecked.  Once you add your web address, select this box and it will be included on your invoice.


Set text color for website link

Select from the predefined colors or define your own.  It doesn't have to be blue either!


Generate QR code for Website Link?

Check this option if you have entered a URL for your website and would like a QR code printed on the last page of your invoice


Show Tax details when Multiple Taxes

Check this option if your State/Province requires that you display the individual breakdown of taxes


Show Disclaimer

Uncheck this option if your disclaimer is pre-printed on your invoice paper or add disclaimer text.

Uncheck this option to not show consent notification in the disclaimer text.

NOTE: Be sure to inform your customers that you will now be using text as a way of communicating with them.

**NOTE: This is not recommended for Message Manager Pro customers as the FCC has recommended that customers be notified that they will be receiving transactional text messages**

Use Custom HazMat Label

Check this option if your State/Province requires you to use a custom label for Hazardous Material charges. The label value is pulled from your shop management system


Use Custom Shop Supplies Label

Check this option if your State/Province requires you to use a custom label for Shop Supply charges. The label value is pulled from your shop management system


Hide Labor, Part, Sublet Totals in Invoice Total box

Check this option if you wish to hide the totaling of Labor, Parts and Sublet on the last page of your invoice. If using this option, be sure that you are not breaking any consumer protection laws and you may want to hide them in the job sub-totaling as well. See Show labor/Parts Job Total and Show Sublet Job Total


Show Technician Names

Check this option to display a list of technicians that have worked on this invoice


Show Technician License with Tech Name

Check this option if your State/Province requires you to display the technicians license number with their name. Be sure to not check this option if you store private information in the technicians ID field of your management system


Customize Sections

Recommendations

Check this option to include a recommendations section on the invoice. You invested the time into checking out the vehicle, include all the recommendations to you have made for future reference. ( Note that Portrait templates show or hide the section and Landscape templates show or hide the data.)

Include Past Due Recommendations

Check this option to include recommendations where the Need By date is prior to today's date

Generate QR Code Appointment

Check this option to have a QR code generated for the next due recommendation.

Section Title

Give this section a custom title to print on the Invoice.  Such as declined jobs etc,

Accent Color

Set a color to catch the customer's attention to the items listed.

Unsold Revisions

Check this option to display a summary of unsold revisions on the invoice. The first line of the revision must be labor or part.

Only the description of the first labor or part will be printed in the summary


Show Prices

Uncheck this option if your sub estimates contain many jobs where the total sub estimate price could mislead the customer since only the first labor line is shown as a summary description.


Section Title

Give this section a unique title that describes the sub-estimates. Default description is the traditional "Declined Work"


Sold Revisions

Classically these represent sub-estimates that were sold to a repair order after initial approval was given. The approval is for the additional work and cost to the customer.


Show All Details for Sold Revisions

Check this if all the details regarding the customer approval transaction need to be, or you would like to, print on the invoice

Section Title

Give this section a unique title that describes the invoice revisions. Default description is the traditional "Customer Approval"


Discount

This section is a special section that will not show if discounts are zero. If Discounts are greater than zero, that amount will print big and bold to the right of your section title


Section Title

Give this section a unique, catchy title. Default description is the traditional "Discounts". You could try making something like: "TODAY YOU SAVED:"


Show State-specific Sections

When this option is selected, Report Pro will add the state specific sections to your Estimate and/or Invoice templates if the State in your Shop Information table of your shop management system has one of the following states: WI; FL; MI


Social Media

Here you can add direct links to any social media your shop uses to advertise.  Check the corresponding and link your social media pages to the icon by typing in the URL to your social media page. If you do not have one of or any of the following pages, do not check them off as it will mislead your customer in to trying to find you on those social media sites.


Facebook, Twitter, LinkedIn, YouTube, Sure Critic are your options.

Credit Cards

It is always a good idea to communicate to your customers what methods of payment that you accept. The big four have icons ready to add to your invoice and there are two additional spots to add specialty cards that you accept. Be sure to load the icons for those specialty cards in the image path box provided.

Just select the box by the cards you accept.


Visa, MasterCard, Discover, American Express including two spots where you can add your own customer credit cards.


Affiliate Logos

Align your invoice with more branding and familiar names by adding the logos of local brands that you believe in. Recommended size - 1in x .5in. NOTE: if the logo is square and smaller than the specifications, put some "white space" padding on each side of the image to prevent the logo from being flattened during the rendering process

Add up to five Logos.

Customize Coupons

Static Coupons

There are 3 static coupons that print on the invoice when the Show Coupons box is checked (On the last page of portrait invoice templates and on even number pages of Landscape invoice templates). Each coupon has 3 editable areas (Line 1 is the large bold print coupon offer, Lines 2 through 4 are the three lines for a description and then the coupon footer, which is the same for all coupons. Typically the footer is your default coupon disclaimer).

It is important to note that although the section is called coupons and they print like coupons on the invoice, you can also use them for advertising other services you offer at your regular retail price.

  1. From Report Pro Select the Customize tab

  2. Select the Customize Invoice button

  3. Select the Coupons button in the left navigation panel

  4. Select in the Coupon Offer section and enter your single line coupon offer

  5. Select in the Coupon Description section and enter your coupon description (up to 3 lines)

  6. Select in the Coupon Footer section and enter your coupon description (Remember it's the same for all coupons)

  7. Repeat steps 4 and 5 for each coupon


Intelligent Coupons

Report Pro has the ability to make your coupons specific to recommended services that exist for the vehicle on the invoice being printed. This is achieved via the Recommendation Category

  1. From Report Pro Select the Customize tab

  2. Select the Customize Invoice button

  3. Select the Coupons button in the left navigation panel

  4. Select the Advanced button in the Coupons section

  5. Select a category in the list of categories in the left box to link a coupon to (Categories that already have a coupon linked are highlighted)

  6. Select in the Coupon Offer section and enter your single line coupon offer

  7. Select in the Coupon Description section and enter your coupon description (up to 3 lines)

  8. Repeat steps 5 through 7 for each category you want linked to a coupon.

Now when a Recommendation with a matching category exists on the vehicle that the invoice is being printed for, that categories corresponding coupon is printed instead of the static coupon. Up to 3 Intelligent coupons can be printed when multiple recommendations exist, if less than 3 exist then the static coupons are printed.


Apply invoice customizations on other workstations

Optional customizations are stored in the database and immediately available on other workstations. Custom logos, such as your invoice logo, will need the network paths to each of the logos set manually on each workstation.

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Customize Invoice button

  4. Map the path to each of your custom logos used with the lookup button next to each of the logo path fields.

  5. Click the Save button



Customize Message For Sending Your Digital Inspection

Things to Note


Using text as your main means of communications with your customers will result in more efficient service flow.  Prebuilding and customizing your text messages will contribute to this.  Below you will find the information for creating or editing the message that accompanies the digital inspections you will send to your customers for the approval of additional work and services.

WildCards are terms you will find in brackets [ ].  These terms will pull information from your shop management system automatically and fill it in customizing your messages.  For example [CustomerName] will put the open RO's customer name right into your message.

How To:

For Text Messaging


1. From the Report Pro main window, select the Customize Tab

2. From the Customize Tab, select Multipoint Inspection
3. From the Inspections Screen, Select Sharing Options
4. In the Text Message Option Add something Like this:


Hi [CustomerName] have completed our inspection on your vehicle
Please review the results here: [URL]


For Emailing


 1. From Report Pro, select the Customize Tab
2. From the Customize Tab, select Multipoint Inspection
3. From the Inspections Screen, Select Sharing Options
4. In the Email Message Option Add something Like this:


Hi [CustomerName] have completed our inspection on your vehicle
Please review the results here: [URL]


You must click on SAVE to keep all the changes you made.












Customize Multi Point Inspection with Mobile Manager Subscription

What you should do before customizing

  1. Make a list of categories that represent the service lines that you wish to dynamically track against your shop management invoice line items.

  2. Typically these are recurring maintenance services such as Oil Change, Transmission Service, Coolant Service, Front Brake Service, Rear Brake Service, Tire Rotation, and Air Filter etc...

  3. As a general guideline, there should be AT LEAST one category for each separate service you wish to track dynamically

  4. Compare your list of categories with the list of categories that you already have in your shop management system

  5. Missing Categories should be created in your shop management system

  6. Any category that applies to more than one service should be edited to represent only a single service. [Hint] Make note of those categories for help when using Category Tools to reassign your history line items

  7. Make a list of all inspection lines that you could possibly perform for every type of inspection you could possibly perform. While creating each line, think about all of the typical notes and recommended actions that happen for each of those inspection lines. Doing this will allow for a more rapid creation of your Digital Multi Point Inspections


Definitions

  1. Inspection Title - The name of the inspection being created or viewed

  2. Associated Category - The category in your shop management system that applies to Parts, Labor, and Sublet line items on your invoices. If you do not see your desired category in the drop down list, create it in your Shop Management System

  3. Group - Allows for grouping line items on the M.P. Inspection report into sections.  You can think of group as a system.  For example Brake System can be a group name.

  4. Point Title/Description - The description of the inspection line item as it will display and render on the digital multi point.  Using Brake System from Group, each point is a single item to be check.  Front Brake pad depth can be a point.

  5. Month Interval - Maximum number of months that should elapse before the inspection/service needs to be performed again.  If the service is strickly time based put the number of months in the box as required.  If there is no mileage basis for the service, such as a yearly state inspection, leave milesage blank.

  6. Odometer Interval - Maximum number of miles/kilometers that should elapse before the inspection/service needs to be performed again.

  7. Canned Jobs - The list of canned jobs that are available in your shop management system.  These are common jobs that you should have built in your shop management system and should be related to the inspection point they are part of.

  8. Canned Recs - The list of canned recommendation descriptions for the highlighted inspection point.  Canned recommendations are possible repairs or services that apply to the inspection point.

  9. Canned Notes - The list of canned note descriptions for the highlighted inspection point. These notes can explain the inspected part a


Hints

  1. If a service is only tracked on a months due back basis, enter 0 for the Miles Due Back

  2. If an inspection happens every time a vehicle is in and does not have a corresponding line item on an invoice, select <No Category> from the Shop Management Category drop-down

  3. Be sure to load your Shop Logo on your invoices in Report Pro as it is also the logo that will brand the Digital Multi Point Inspection Page that your customers will go to during the review process with your service advisor

  4. Make a list of all inspection lines that you could possibly perform for every type of inspection you could possibly perform. While creating each line, think about all of the typical notes and recommended actions that happen for each of those inspection lines. Doing this will allow for rapid creation of your Digital Multi Point Inspections


Build a Digital Multi Point Inspection

  1. From Report Pro

  2. Select the Customize Tab

  3. Select the Customize M.P. Inspection button (The Inspections window opens displaying a list of your available inspections)

  4. Select the Points Editor button (The Points Editor windows opens displaying a list of your inspection points, grouped by the shop management system category that they are linked to)

  5. Highlight an existing point in the left pane. Its details are shown in the right pane on the General Tab. In the right pane

    1. Edit the Point Title/Description

    2. If you would like to dynamically track the item to identify the last performed date and odometer, link it to an Associated Category from your management system. Keep in mind that the last date and odometer is for the last time that Category was performed, so if your categories are not specific (one to one) for the service, select the <No Category> option

    3. Enter a Month Interval that this item recurs on

    4. Enter an Odometer Interval that this item recurs on

  6. Select the Canned Jobs tab to link canned jobs from your management system to the inspection line item. When there are canned jobs linked to a line item when it fails, the list of those canned jobs are presented to the tech for which one applies to correct the failure. When selected it is automatically added as declined work in your shop management system

    1. Check each canned job that represents a correction to the corresponding failed line item

  7. Select the Canned Recs tab

    1. Select the Add button. The canned item window opens. Typically, each line item will have two canned recommendations, one that represents a Due Soon (Yellow) and one that represents a Due Now (Red) scenario.

      1. Enter a name for the canned recommendation. This is the name that will be available in the Digital Multi Point Inspection for the technician to choose when performing the inspection

      2. Add a recommendation description for the inspection line. You should make the description professional and informative as it adds to the value when presented to the customer. These are important and will prevent you or your techs from typing the same thing over and over and will also standardize your presentation to the customer no matter who makes the recommendation

      3. Optionally link the recommendation to a color by checking the box next to the corresponding color. Linking it to Yellow will make it auto-populate on the Digital Multi Point inspection when the yellow box is checked for that line item. Likewise, linking it to red will make it auto-populate on the Digital Multi Point Inspection when the red box is checked for that line item.

        1. Checking both colors will make it auto populate when either the yellow or red box is selected for that line item

        2. Select the OK button

      4. Repeat steps 7.1. - 7.1.3.2. until you have created all the canned recommendations for that line item

  8. Select the Canned Notes tab

    1. Select the Add button. The canned item window opens. Use this area to create the common observations made for this inspection line item. This could be in the form of a note or could be in the form of a pick list of measurements as common for a brake inspection

      1. Enter a name for the canned note. This is the name that will be available in the Digital Multi Point Inspection for the technician to choose when performing the inspection

      2. Add the note description for the inspection line. You should make the description professional and informative as it adds to the value when presented to the customer, no matter who adds the note

      3. Select the OK button

      4. Repeat steps 8.1. - 8.1.3. until you have created all the canned notes for that line item

  9. Close the Points Editor window

  10. Select the Add Inspection button to create a new inspection.

    1. Double Click an existing inspection to edit it.

    2. Highlight and existing inspection and select the Delete button to delete an inspection. (Please note that deleting an inspection cannot be undone)

  11. In the Inspection Title box, give your inspection a Title

  12. Select the New Group button at the bottom of the Inspection Editor window. The Group window opens. Do not skip this step since inspection line items must have a group

  13. Select the Group Name from the drop down box of previously used groups. If you do not see your desired group name, type a new name in the drop down box. (Note, this is not the place to edit your group name. Editing the name here will create a new group and cause you to have duplicates. If you want to edit the group name, do so by Double Clicking the group name from the Inspection Editor after adding it to the inspection)

  14. Repeat steps 12 13 for each group you would like to add to the inspection. When you have finished adding your groups, continue to the next step

  15. On the left window pane, highlight the group you would like to add inspection lines to

  16. On the right window pane, lines with a green check have already been added to the inspection. Double Click lines without a green check mark to add them to the highlighted group. Double Click lines with a green check to remove them from the inspection

  17. Repeat steps 15 - 16 to fill each group with inspection lines



Customize Multi Point Inspection without Mobile Manager Pro subscription

What you should do before customizing

  1. Make a list of categories that represent the service lines that you wish to dynamically track against your shop management invoice line items.

  2. Typically these are recurring maintenance services such as Oil Change, Transmission Service, Coolant Service, Front Brake Service, Rear Brake Service, Tire Rotation, and Air Filter etc...

  3. As a general guideline, there should be AT LEAST one category for each separate service you wish to track dynamically. You can have more but not less.

  4. Compare your list of categories with the list of categories that you already have in your shop management system

  5. Missing Categories should be created in your shop management system

  6. Any category that applies to more than one service should be edited to represent only a single service. [Hint] Make note of those categories for help when using Category Tools


Definitions

  1. Shop Management Category - The category in your shop management system that applies to Parts, Labor, Sublet line items on your invoices

  2. Group - Allows for grouping line items on the M.P. Inspection report into sections. Groups and their associated line items are alpha sorted so if you have an order preference, place numbers at the beginning of the group and/or line descriptions

  3. Description - The description of the inspection line item as it will display and print on the report. Keep them short and descriptive to allow for more lines on a single page

  4. Months Due Back - Maximum number of months that should elapse before the inspection/service needs to be performed

  5. Miles Due Back - Maximum number of miles that should elapse before the inspection/service needs to be performed

  6. Report Title - This is for what you want to name your multi point inspection and is the first line after the header

  7. Disclaimer - If you feel the need to include a disclaimer indicating that the line items represent an inspection guideline only and not necessarily actual work performed, it will print in the notes box located at the bottom right side of the report

  8. Adjust Your Interval Ranges - This is a slider bar that allows you to adjust the thresholds at which the font colors change based on the service category performed. This is driven by amount of time or miles left on the service

  9. Service Never Performed - This color represents service categories that have never been performed

  10. Service Past Due - This color represents service categories that have been performed and the minimum threshold for time or mileage left on the service exists

  11. Service Due Soon - This color represents service categories that have been performed and fall between the minimum and maximum thresholds for time and mileage

  12. Service Recently Performed - This color represents service categories that have been performed and the maximum threshold for time and mileage still exist

  13. Service No Category - This color represents inspection lines that are not linked to a category, typically used for the courtesy checks

  14. Report Theme Color - This is the color used to highlight the group labels and the menu


Hints

  1. If a service is only tracked on a months due back basis, enter 0 for the Miles Due Back

  2. If an inspection happens every time a vehicle is in and does not have a corresponding line item on an invoice, select <No Category> from the Shop Management Category drop-down

  3. Selecting the Reset button to reset the M.P. Inspection defaults cannot be undone

  4. Set your Report Theme Color to match the main color of your logo to help with Brand Recognition


Customize M.P. Inspection line items and layout

  1. From Report Pro Select the Customize tab

  2. Select the Customize M.P. Inspection button

  3. Multi Point Inspection includes 5 groups and 28 inspection line items as a quick start. These default lines can be edited or deleted to match your needs. If you do not see these defaults or wish to reset them, select the Reset button

  4. Select a line you wish to edit. The selected line will be highlighted

  5. Select the Edit button

  6. Select the Shop Management Category that you would like to link the selected line item to. Line items set to that category in your shop management system will track against that inspection line description

  7. Select the Group that represents the section of the report that the Description line will display in. To create a new Group, just type the name of the Group label in the box

  8. Verify or edit the description as you would like it to appear on your report

  9. Enter the Months Due Back

  10. Enter the Miles Due Back

  11. Select the Save button

  12. Repeat steps 4 - 11 for each line item to edit

  13. When finished Close the window by selecting the X in the upper right corner


Customize M.P. Inspection Layout & Intervals

  1. Select the Customize tab

  2. Select the Customize M.P. Inspection button

  3. Select the Layout & Intervals tab

  4. Give your report a title

  5. Add a disclaimer if you prefer

  6. Select and Drag the left slider to set your minimum threshold for time or mileage left on the service

  7. Select and Drag the right slider to set you maximum threshold for time and mileage left on the service

  8. Using the Select Color button for each interval threshold, set the color you prefer for the text to print when a service is performed


Re-categorize my history invoice line items

It is important to note descriptions as they appear in your management system of the line items (labor, parts, and sublet) that you are assigning/re-assigning for entering in the text Category Search can use to search for assigning categories.

  1. Select the tools tab

  2. Select the Category Tools Tab (Category Tools window opens)

  3. Select the Unassign Categories tab

  4. Highlight the category(s) that need line items unassigned

  5. Select the Unassign All Line Items From This Category button

  6. Select the Assign Categories tab

  7. Type your search text in the Search Line Items text box

  8. Alternate method is to Load All unassigned categories

  9. Select the Search button

  10. Highlight the lines that you would like to assign the same category to. Use the Shift+LeftMouseSelect to highlight multiple sequential lines or CTRL+LeftMouseSelect to highlight multiple non-sequential lines

  11. Right Select with the cursor in the results grid to bring up your management system category list

  12. Hover over the category you would like to assign the categories to. Use the scroll arrows at the top or bottom of the category display window to move the list up or down.

  13. Left Select the category you would like to assign the selected line item(s) to


Fix history invoice odometer reading

If you notice a yellow shield in the bottom right corner of Report Pro, the vehicle shown needs this utility run. Don't worry, there is no need to unpost/repost the history invoice needing the correction. Note that this should not be used for cases where two vehicles history are blended together by improper vehicle editing, usually when the same license plate returns on a new vehicle and the user changes the Year Make Model instead of entering a new vehicle

  1. Select the tools tab

  2. Select the Odometer Fix button

  3. Highlight the invoice date with the improper mileage entry

  4. Enter the correct In and Out mileages for that invoice date

  5. Select the Update button



Customize Parts Profit

Under the Accounting folder is a Parts Profit with Excluded Categories. Use the Customize Parts Profit to segregate selected categories from the general parts profit. This will create 3 sections for parts profit calculation, one for parts except where the

category is segregated, one for the segregated categories and one for the overall. A couple common categories that are useful to exclude are Tires and Batteries due to the typically low markup associated with them

  1. From Report Pro

  2. Select the Customize Tab

  3. Select the Customize Parts Profit button (the Customize Parts Profit window opens)

  4. Select the categories that you wish to segregate in the Parts Profit with Excluded Categories report

  5. Select OK



Customize Tech Worksheet

  1. From Report Pro Select the Customize tab

  2. Select the Customize Tech Worksheet button

  3. Set you preferred Text Color and Background Color for each of the Repair Order line item types (Labor Preview, Parts Preview, Sublet Preview, and Notes Preview and Vehicle Memo Preview). If you print it from a color printer, those on screen colors are also printed.



Customize Vehicle History

This feature allows for the user to control the number of years of history that are included in the vehicle history report. This is also the amount of history that displays at the end of the Tech Worksheet.

  1. From Report Pro Select the Customize Tab

  2. Select the Customize Vehicle History button


    Maximum Amount Of History

  3. Enter the number of years back to print on the history report. Keep in mind that 3 years is usually enough to be informative for your tech. Increasing the number will make the Vehicle History and Tech Worksheet reports more pages which equals more paper when printing. If you enter zero for the years then the Vehicle History report will not show any data nor will it be appended to the Tech Worksheet


Group History By


Date

selecting this will display history chronologically descending


Category

Selecting this will display history grouped by line item category and expose these additional options


Only Show Most Recent Result In Each Category

Selecting this option will only show the most recent date and miles for each category performed for that vehicle. This is a great option if your categories are structured well.


Show ‘Service Not Performed' Where Applicable

Selecting this option will display Service Not Performed under every category that has never been performed for that vehicle. May not be a good choice if your categories are abundant.

Only Show Labor Lines

Selecting this option will not show parts info




Email an Estimate-RO-Invoice

Remember that Report Pro will load the Est/RO/Invoice currently visible in your shop management system or the Est/RO/Invoice last accessed in your shop management system. This feature requires that Configure my email settings has been properly setup.

  1. From Report Pro

  2. Verify you are on the Home tab

  3. Load the Estimate/RO/Invoice to Report Pro by selecting the invoice template, selecting the Reload button or hitting F5 on your keyboard

  4. Select the Email button

  5. If the customer has an email in your shop management system it is preloaded in the To field, otherwise enter the email address in the To field. You will be prompted to save this email back to the customer record after sending.

  6. Select the Send button

  7. If prompted to Save the Email address for this customer Select Save or Do Not Save



Export a report

  1. With your selected report loaded in Report Pro

  2. Select the Export button (windows explorer opens)

  3. Select the location to export the file to

  4. Select the format to save the export in (.xls, .csv, .pdf…are among the common)

  5. Select the save button

    1. Be sure to remember where you saved your export to.



Fix history odometer readings

There are two ways to get to the Odometer Fix for a vehicle.


Manually

  1. From your management system

  2. Open a vehicle that has incorrect odometers in its history

  3. From Report Pro

  4. Select the Tools tab

  5. Select the Odometer Fix button (a new window opens with dates and odometer readings)

  6. Scroll to the Date/Odometer readings that need to be fixed

  7. If Report Pro thinks it needs attention, the line will be highlighted

  8. Select the line that you would like to fix. Report Pro will guess what it thinks the odometer readings were on that date based on the vehicles average daily mileage

  9. Verify or Enter the Odometer In and Odometer Out values

  10. Select the Update button

  11. Repeat steps 6-10 for each history record that needs to be repaired

  12. Select the Exit button when completed


When Report Pro has identified an issue

When an Invoice or Report is loaded for a vehicle and Report Pro has identified a possible issue with the Odometer readings for a vehicle, a yellow shield will display on the bottom right side of the Report Pro window

  1. Select the yellow shield (a new window opens with dates and odometer readings)

  2. Scroll to the Date/Odometer readings that need to be fixed

  3. If Report Pro thinks it needs attention, the line will be highlighted

  4. Select the line that you would like to fix. Report Pro will guess what it thinks the odometer readings were on that date based on the vehicles average daily mileage

  5. Verify or Enter the Odometer In and Odometer Out values

  6. Select the Update button

  7. Repeat steps 2-6 for each history record that needs to be repaired

  8. Select the Exit button when completed



How to print Report Pro Invoices in Mitchell



Inspection Manager Use Query Builder

  1. From Report Pro

  2. Select the Tools tab

  3. Select the Query Builder button (a new window opens)

  4. Select a query by Double Clicking its name or

  5. Select the "Or Select here to define a new query" button (a new window opens)

  6. Give the Query a name and a description

  7. Using the object selection tree on the bottom left, Select the fields you would like your report to contain by expanding the table name and Double Clicking the fields one at a time

  8. Once you have added all the fields to your report Select the Save button

  9. Reopen the report by Double Clicking its name to add sort and filter criteria

  10. Set the sort for your report by selecting the Sort Arg dropdown for each field. ASC is ascending order and DESC is descending order

  11. Set the filter criteria for your report by selecting the Criteria button for each field you would like to filter by. Options are:

    1. Equals

    2. Greater Than / Less Than

    3. Not Equal To

  12. Select the Save button to save your report

  13. Reopen the report by Double Clicking its name

  14. Select the Export button to Run the report and save it to your computer (a new window opens to allow you save it) Be sure to remember its location

  15. Open your saved report in MS Excel or the spreadsheet viewer of your choice



Manually Print to a Printer

  1. With your selected report loaded in Report Pro

  2. Select the print button (A windows print window opens)

  3. Select an installed printer

  4. Select your number of copies

  5. Select Print



Move Vehicle History

This tool allows for the history of a vehicle to be moved to a new vehicle in the event that two vehicles history was combined without the need to unpost and repost the invoice in the management system. Typically this happens when a user has changed the year make model of a vehicle when the vehicle owner purchased a new vehicle and transferred their tag to the new vehicle. Please note that this moves history records for the vehicle. If the order is still in your Work in Progress, you can change the vehicle

  1. From your management system

  2. Create a new vehicle under the customer with the all the vehicle information. This will generate a new vehicle id in the management system to move the vehicle history to.

  3. Open the incorrect vehicle and change the Vehicle data back to the original vehicle data

    Please note that there may not be any reference data in your management system to know what the original vehicle data was. If this reference data is not available in your management system, use good ole memory or lookup via the printed paper copy from your signed records.

  4. From Report Pro

  5. Select the Tools tab

  6. Select the Move Vehicle History button

  7. Select the look up button in Step 1: Select FROM Vehicle

    1. Lookup the vehicle by Customer Name, Phone (Last 4) or License

    2. Select the vehicle from the results list to populate the FROM vehicle

  8. Select the Starting Point of Service History To Transfer

  9. Select the lookup button in Step 3: Select TO Vehicle

    1. Lookup the vehicle by Customer Name, Phone (Last 4) or License

    2. Select the vehicle from the results list to populate the TO vehicle

  10. Select the Perform History Transfer button

The history for the selected records has now been moved to the new vehicle



Preview additional Invoice-Report pages

Prev Button

Use this button to view the previous page of the report on screen


Next Button

Use this button to view the next page of the report on screen


Zoom In Button

Use this button to view the report on screen in normal size


Zoom Out Button

Use this button to view the report on screen as a whole page

Reload an Invoice/Report

Selecting the Reload button or the F5 key on your keyboard will reload current data for the selected report. Data loaded is based on the open record in your management system. If no record is open, data from the last transacted record will be loaded.



Quickly print a posted invoice

After posting an Invoice and stepping through your configured Management System options, you are returned to the Work In Progress screen on which the posted invoice you want to print is not there. Remember that Report Pro will load and/or print the Est/RO/Invoice currently visible in your Shop Management System or the last accessed Est/RO/Invoice.

  1. From Report Pro

  2. Verify that you are on the Home Tab

  3. Select the Quick Invoice button

  4. Go to your printer



Quickly Print a Tech Worksheet

Report Pro will load and or print Tech Worksheet for the vehicle on the Est/RO/Invoice currently visible in your Shop Management System or the vehicle on the last accessed Est/RO/Invoice

  1. From Report Pro

  2. Verify that you are on the Home Tab

  3. Select the Quick Vehicle button

  4. Go to your printer



Quickly print an invoice

Report Pro will load and print the Est/RO/Invoice that is currently visible in your Shop Management System or the last accessed Est/RO/Invoice if on the Work In Progress Screen.

  1. From Report Pro

  2. Verify that you are on the Home Tab

  3. Select the Quick Invoice button

  4. Go to your printer



Register Tires

We've aggregated the top tire brands registration sites in to an easy to use portal in which Report Pro will auto populate the website form with as much info from your management system that it can link to in the tire registration form

  1. From Report Pro when an Invoice is open in your management system

  2. Select the Tools tab

  3. Select the Register Tires button (A new windows opens)

  4. Select the brand of tires that you need to register

  5. The selected brands tire registration page opens and is prefilled with all data that could be auto determined

  6. Verify/Edit the data that was auto populated

  7. Complete any missing data

  8. Follow the websites instructions for submitting the registration data



Restructure history line item categories

Unassign history line item categories

When preparing for linking your line items to a standard service category, you may have line items assigned to a category that is too broad, in which those line items need to be reassigned to their new service category. Follow these steps to first unassign these line items from their category to allow for them to be reassigned to their new service category

  1. From Report Pro

  2. Select the Tools tab

  3. Select the Category Tools button (a new window opens)

  4. Select the Unassign Categories tab

  5. Before continuing, be sure that you want to Unassign these categories that you select since the action is not reversible

  6. Select the category that line items need to be unassigned from. Optionally you can multi-select by using the CTRL+Select

  7. Select the Unassign All Line Items From This Category button


Assign history line items to a new category

  1. From Report Pro

  2. Select the Tools tab

  3. Select the Category Tools button (a new window opens)

  4. Select the Assign Categories tab

  5. Enter a text string to search line item descriptions for a match. Example: If you want to assign your "Brake Service - Front" category and your line item description for that service is "Replace front disc pads" then enter "Replace front disc" as the text to match. You may need to perform a couple iterations of text to match on due to inconsistencies in your data entry for descriptions.

  6. Select the Search button. All line items that do not have a category assigned to them will be loaded in the results window below the search box sorted by most to least

  7. Scroll to the top of the search results

  8. Begin selecting the line items that you want to assign to the same category. Use the CTRL+Select option to select multiple lines.

  9. Be sure that you want to assign the selected line items to the same category

  10. When finished selecting line items, Right Select in the results to expose a list of your management systems categories

  11. Locate the category in the list that you would like to assign them to. If your list is long, use caution when selecting the down or up arrows as to not accidentally select a category from the list as this action is not reversible

  12. Select the category that you would like the selected line items assigned to

  13. Repeat steps 5-12 for each string/category that you need to match/assign



Set the Location to the Report Directory

This is automatically set to the default C:\BOT\Reports\. Report Pro will prompt for the location of the Reports folder when the OS (Operating System) is not installed on the C:\ drive or if an Anti-Virus program has quarantined a file. If the Anti-Virus quarantined file(s), those file(s) must be restored before the location path can be reset.



Setup iCloud email settings in Report Pro

  1. Enter SMTP.MAIL.ME.COM at the host for the email
  2. Enter 25 as the port number and make sure the secure connection box is checked off.
  3. For the email address enter: useremail@me.com
  4. User Name: (blank)
  5. Password: Normal iCloud password

These settings will work if the email does not have 2 factor auth turned on.
If  2 factor auth is turned on with their email, follow these settings to get an "app specific password"

  1. Login to your Apple Account: https://appleid.apple.com/account/manage
  2. Security (edit)
  3. App-Specific Passwords, click generate password
  4. Use this new password in the Report Pro email settings, along with the smtp and port number listed above

These settings are supposed to work but in this case they did not work:



Setup Quick Reports

Setting is per machine. This allows for some creative implementation to address the needs of different types of customers. Once you have determined which of the Invoice Templates your preferred template is and which two vehicle reports you would like to print for Repair Orders, follow these steps to unlock the Quick Invoice and Quick Vehicle buttons on the Home Tab Ribbon.

  1. From Report Pro

  2. Select the Settings tab

  3. Select the Quick Reports button

  4. Select the Quick Invoice tab

  5. Select Your Preferred Invoice template from the drop down

  6. Select Your Preferred Printer from the drop down

  7. Set your preferred Number of Copies to print out (HINT: Set this to 1 and keep your management systems print out for your records. This allows for your current process to continue with your management system applying its workflow for approving parts, reducing inventory and marking the invoice printed while providing your customer with a great invoice)

  8. Select the Quick Vehicle tab

  9. Select Your Preferred Vehicle Report from the drop down (Typically the Tech Worksheet)


    Select Your Preferred Vehicle Report 2 from the drop down (Typically the Only Show Labor Lines

    Selecting this option will not show parts info

  10. Customize Multi Point Inspection if you have set it up)

  11. Select Your preferred Printer from the drop down (Can be sent to a different printer than the invoice)

  12. Set your preferred Number of Copies

  13. Select the Save button



Use the Price List Import

This tool will update parts in your management system inventory as well as insert new parts if the option is selected. Due to this it is extremely important to follow the steps exactly as follows. Do not skip any of the steps and refrain from data entry of any type until the verification step has been performed. This price list import utility reads part numbers, descriptions, costs, prices, and other details from an Excel workbook with the file extension ".xlsx". The workbook may contain more than 1 worksheet. The idea is to supply a column name for each property of a part which is handled by this utility. Since not all values will always be listed in the spreadsheet, it is possible to specify a single default value for each property. Default values are only used when there is no mapped column name.

If there is more than 1 worksheet in the workbook, the utility will read them all. The column names for any mapped properties must be the same on all worksheets.

Because some Excel workbooks have been supplied where the column header takes up more than 1 row of data, it is necessary to enter the number rows that the header data uses on the first screen of the import utility, if more than 1 row is used.

There are 3 different pages where column names can be mapped or default values provided. The column names from the worksheet are displayed to the right of the inventory properties. Column names can be dragged-and-dropped. If the column names in the displays appear wrong, check that the correct number of rows of header data was entered on the first page.


Option Definitions

Steps by Step Configuration

  1. From your management system host computer

  2. Create a backup of your database

  3. Verify that the backup was successful. Often times your setting may be set to backup to an external drive and if that external drive is not connected, the backup will fail.

  4. From Report Pro

  5. Select the Tools tab

  6. Select the Price List Import button The Price List Import window opens

  7. If you want to keep embedded dashes in your part numbers, uncheck the box next to Remove embedded dashes from input part numbers, otherwise, leave it checked

  8. If you want to insert new parts from your spreadsheet, check the box next to Insert new part numbers into inventory

  9. At the bottom of the screen, Enter the number of rows that your input workbook uses.

  10. Select the Select Price List button

    A Windows Explorer window opens to navigate to the .xlsx file you would like to import

  11. Navigate to and select the file you would like to import

    Please note that you cannot have the spreadsheet open while trying to import it

  12. Select the Open button

  13. Verify that the sample data on screen appears correctly

    If it does not, verify the number of header rows from your source file

  14. Select the Next Step button in the lower right corner

    A new screen is loaded that has three sections. The top left grid contains basic part description information with mapped values from your source spreadsheet and a default value to be set if the field is not mapped. The bottom left grid contains inventory price information with mapped values from your source spreadsheet and a default value to be set if the field is not mapped. Typically this is zero because it applies to multiple parts. The right section is the list of fields in the header row(s) of your source spreadsheet that can be used as reference for entering the Input Column Header, however, we suggest using the drag and drop feature.

  15. Drag your source field from the right section to one of the rows in the left sections to populate your Input Column Header map.

    1. Repeat this for each field you would like to map

  16. Set a default value if not mapped for each of the fields.

    Most times on this step you will have a mapped value for each of the fields, so no default is necessary.

  17. Verify your mapping for these fields and make edits if necessary

  18. Select the Next Step button to continue

    A new window opens with two sections to set the relational items to your inventory records. The left section is your mapped values from your source data with default value if not mapped. The right section is the list of fields in the header row(s) of your source spreadsheet.

  19. Drag your source field from the right section to one of the rows in the left section to populate your Input Column Header

    1. Repeat this for each field you would like to map

  20. Select a default value if not mapped for each of the fields

  21. Verify your mapping for these fields and make edits if necessary

  22. Select the Next Step button to continue

    A new window opens with two sections to set the default flags for the inventory item. The left section is your mapped values from your source data with default value if not mapped. The right section is the list of fields in the header row(s) of your source spreadsheet

  23. Drag your source field from the right section to one of the rows in the left section to populate your Input Column Header

    1. Repeat this for each field you would like to map

  24. Select a default value if not mapped for each of the fields

  25. Verify your mapping for these fields and make edits if necessary

  26. Verify that you have backed up your Shop Management Systems database and no new data has been entered to it

  27. Select the Process Excel Workbook

    A new window opens that displays the progress of the import process.

  28. If there were exceptions during the process

    1. Select the View Exceptions button

    2. Review the exceptions

    3. Make updates to your Management System, Source Spreadsheet and/or Your mapping file and reprocess if necessary

    4. Optionally save the results to a file for review in a spreadsheet or at a later time

  29. Verify that the inventory records that were updated/inserted, were done so correctly before resuming data entry in to your system

    1. If you find that the import did not perform the updates correctly, restore your database to the backed up version.

    2. If you find that the import did perform the updates correctly, resume data entry to your system

  30. Once data entry resumes, if you discover an issue, the only options are to restore to the last backup or make the corrections one at a time