Sage: Fullspeed Drop-in Session 12/7/2021
- Elisa Madigan
- Cory Lyle
This session focused on General Setup options. There were also participant questions that led to some additional Sage features being demonstrated. View the entire video or use the table to find a specific spot in the video.
Time | Item Covered | Details |
|---|---|---|
00:25 | 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? |