This session focused on setting up services, and adding the service to a vehicle General Setup options. There were also participant questions that led to some additional Sage features being demonstrated. View the entire video or use the chart table to find a specific spot in the video.
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Time | Item Covered | Details | ||
|---|---|---|---|---|
00:00 | Intro | |||
00:48 | Service Maintenance Page 3 | Service Misc Charge (disposal fee/shop supply fee) | ||
02:16 | Service Maintenance Page 2 | Configuration Options | ||
04:12 | Demo | Adding the Service to Vehicle | ||
05:22 | Participant Question | How do you change settings to bypass entering the Work Order the at the start when checking in Vehicle? | ||
07:35 | Participant Question | How do you prevent adding parts and labor "on the fly"? | ||
09:41 | Demo | Adding the Service to Vehicle Continued | ||
11:16 | Participant Question | Why would you want to disable the Parts button and the Labor buttons? | ||
15:57 | Participant Question | What is "adding parts and labor on the fly"? | ||
17:13 | Participant Question | How do you handle a part used on a repair that you would probably not sell another of? | ||
18:24 | Service Maintenance Page 5 | Tracking Services for Employees | ||
19:52 | Participant Question | When handling repairs, why would you add those as services when they are used so seldom? | ||
21:23 | Service Maintenance Page 2 | Add Service within a Service | ||
22:57 | Participant Shared Examples | Service within a Service | ||
24:05 | Service Maintenance Page 2 | Additional Options | ||
26:99 | Service Maintenance Page 3 | Misc. Charges, Check List, Quick Sales | ||
27:32 | Service Maintenance Page 4 | Special Pricing Categories (Used for Fleets) | ||
30:08 | Participant Question | How do you change the pricing on the maintenance report to match shop pricing25 | VIN at Check-in | Have the VIN required at check-in. |
01:20 | VIN on Invoice | Have the captured VIN on invoices. | ||
02:10 | Inventory Warnings | Change the settings for low and negative inventory. | ||
04:47 | Participant Question | Is it possible to only require VIN numbers on Fleet Invoices? | ||
05:17 | Participant Feedback | Example of why to show VIN on all invoices. | ||
06:11 | Customer Check-out Settings | Adding the option to edit invoice items (Enable Extended Invoices Screen Editing) | ||
09:42 | Participant Question | Would editing the quantity of tires at the check-out screen allow for the total number of tires to show in daily vital statistics? | ||
14:53 | Participant Discussion | Explanation for why the answer to previous question is “no”. | ||
16:17 | Participant Question | How do you add cabin air filter to the preventive maintenance schedule printout? | ||
17:35 | Participant Question | Can I access all my store's info from home? | ||
19:20 | Customer Information | How to require customer information during vehicle servicing. | ||
21:56 | Saving Service Selection after Check-in | After checking in a vehicle, why does the service selected have to be selected again when coming back for checkout? | ||
24:00 | Printing Invoices to PDF and Emailing to Customers | When will we be able to print invoices to pdf or be able to email directly to a customer? | ||
26 :49 | Epicor Question | Why is it that regardless of the cylinder tune-up we enter, it also shows a 4-cylinder tune-up, even when using Epicor? |