Course
Active & Inactive Customer & Vehicle Handling
3. TRACS Enterprise Training
/
Adding & Finding
Active & Inactive Customer & Vehicle Handling

This instructional video provides a step-by-step guide on how to effectively activate and inactivate customers and vehicles within TRACS. This process differs from merging duplicates and is designed to maintain accurate records while preserving...

Customer & Vehicle Cleanup
3. TRACS Enterprise Training
/
Adding & Finding
Customer & Vehicle Cleanup

In this video, you'll learn the essential procedures for properly cleaning up after customer interactions and vehicle services. Whether you're handling tools, documenting completed work, or ensuring the shop area is spotless, maintaining a clean...

Customers
3. TRACS Enterprise Training
/
Adding & Finding
Customers
Use the Add New Customer window to add a new customer record to your database.
Did You Know... Quick Quotes
3. TRACS Enterprise Training
/
Adding & Finding
Did You Know... Quick Quotes

This video introduces the "Did You Know?" series designed to uncover the hidden potential of TRACS release notes. Learn how to access past release notes via the Help menu, explore critical features like Quick Quote, and leverage advanced tools...

Handling Duplicates
3. TRACS Enterprise Training
/
Adding & Finding
Handling Duplicates

In these tutorials, dive into managing duplicate customer and vehicle accounts efficiently. Learn how to identify and merge duplicate customer and vehicle entries in your system while minimizing errors. These videos provide step-by-step...

Items
3. TRACS Enterprise Training
/
Adding & Finding
Items
The new item feature enables you to add a new item to NAPA TRACS. You can create seven types of items:
- Labor
- Part
- Tire
- Wheel
- Sublet
- Charge
- Notes
Merging Customers
3. TRACS Enterprise Training
/
Adding & Finding
Merging Customers
Use the Customer Merge screen to merge customer information.
Merging Vehicles
3. TRACS Enterprise Training
/
Adding & Finding
Merging Vehicles
Use the Vehicle Merge screen to change the vehicle owner or merge vehicle information.
Profit Centers
3. TRACS Enterprise Training
/
Adding & Finding
Profit Centers
Use the Work Order section of the Estimate or Repair Order windows to assign a profit center to a vehicle repair.
Recommended Services
3. TRACS Enterprise Training
/
Adding & Finding
Recommended Services
The Recommended Services feature allows you to identify specific services, such as a tune-up or an oil change, that should be performed on a vehicle by a certain date or mileage milestone. When a customer comes in to have a recommended service...

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