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3. TRACS Enterprise Training / Adding & Finding 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... | |||||
3. TRACS Enterprise Training / Adding & Finding 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... | |||||
3. TRACS Enterprise Training / Adding & Finding Use the Add New Customer window to add a new customer record to your database. | |||||
3. TRACS Enterprise Training / Adding & Finding 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... | |||||
3. TRACS Enterprise Training / Adding & Finding 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... | |||||
3. TRACS Enterprise Training / Adding & Finding 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 | |||||
3. TRACS Enterprise Training / Adding & Finding Use the Customer Merge screen to merge customer information. | |||||
3. TRACS Enterprise Training / Adding & Finding Use the Vehicle Merge screen to change the vehicle owner or merge vehicle information. | |||||
3. TRACS Enterprise Training / Adding & Finding Use the Work Order section of the Estimate or Repair Order windows to assign a profit center to a vehicle repair. | |||||
3. TRACS Enterprise Training / Adding & Finding 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... |