QuickTouch General Setup: Additional Setup Options
- Ceili Solliday
- Elisa Madigan (Unlicensed)
- Cory Lyle
Reminder Card Setup
Reminder Card Setup allows you to indicate a default reminder period, or have the cashier select the reminder interval for each customer. You can also configure reminder card options here. Advanced setup needs to be administered by a Support Technician.
From the Main Menu, select System Management, General Setup Options, then Reminder Card Setup. When viewing or configuring Reminder Card Setup, press OK to save any changes, or Cancel to exit without saving.
Ask For Reminder Period YES will prompt the cashier to select a reminder period for each customer. NO will automatically select the same reminder period for all vehicles, which is then displayed as the Default Reminder.
Max Num Reminder Cards This is how many reminder cards will print out in one batch. This feature was used more with the older dot-matrix printers, which tended to jam or run out of ink during long print runs.
New Customers Only If enabled, the Thank You card function in Customer Management will only print cards for first time customers.
Zip Code Separator This will sort the reminder cards by zip code and will print a separator between each zip code. This may be required by the Post Office for volume discounts.
Print Mail Stamp An electronic mail stamp can be printed on Sage reminder/thank you cards. Presorted, Class and Permit numbers must be setup at a United States Post Office.
Advanced The Advanced screen is password protected; Technical Support must be contacted for changes to this section.
Tax Setup
Tax Setup allows you to configure up to two separate tax rates. Since every country, state, county, and municipality has different tax laws and rules, you must contact an accountant or local tax authority to determine how to properly collect sales tax at your business.
IMPORTANT: Tax Setup is password protected, so you will need to contact Technical Support to modify these settings.
Primary Tax Rate Enter the Primary tax rate here as a percentage, i.e., “6,” “6.5” or “7.75”, etc.
Primary Tax Registration ID Leave blank except for locations in Canada– this would be GST.
Round Primary Tax Choose the appropriate rounding method, Round, Down, or Always Up.
Secondary Tax Rate Enter the Secondary tax rate here as a percentage, i.e., “6,” “6.5” or “7.75”, etc.
Secondary Tax Registration ID Leave blank except for locations in Canada– this would be PST.
Round Secondary Tax Choose the appropriate rounding method, Round, Down, or Always Up.
Apply Secondary Tax to the Subtotal (except for Quebec, where the Secondary Tax is applied to the sum of the Subtotal and Tax1) or Subtotal + Tax.
Apply Tax Before Coupon Usually NO. See the Coupon Maintenance section for a detailed explanation.
NOTE: Changes made to Tax Setup take effect immediately. This will affect your reports. The tax amount collected is calculated and saved with each individual invoice. When you run various sales reports, the “Tax Collected” amount is the sum of the tax collected on all invoices in that date range; it is NOT the total taxable sales amount multiplied by the current tax rate.
Security Setup
Security Setup provides several security options. Some users wish to further monitor these areas of QuickTouch to exercise positive control over these functions.
From the Main Menu, select System Management, General Setup Options, then Security Setup. When viewing or configuring Security Setup, press OK to save any changes, or Cancel to exit without saving.
General System Security Setting this to Yes will prompt the Security Override Window to display, forcing the user to enter a code and password to verify security before any of the listed functions can be performed.
Limit Fleet Credit Limits Allows the manager or designated persons to override a fleet credit limit.
Prompt for Code and Password Before Checkout Forces the user to enter their code and password before checking out a customer.
Prompt for Code and Password Before Clock In and Clock Out Forces user to enter their code and password before clocking in or out of QuickTouch.
Prompt for Inventory Adjustments Forces the user to enter their code and password before adjusting inventory.
Use Security Hierarchy in Security Groups If enabled, users cannot view or modify employees or security groups that are in a higher Security Group than they are. Security Levels are set in Security Group Maintenance.
Pay Type Setup
Pay Type Setup allows you to configure different pay types for your system. Cash, Check, and Fleet payment types are required by the system, and you will not be able to modify or delete these payment types however, you can configure any other payment type as required.
From the Main Menu, choose System Management, General Setup Options, then Pay Type Setup. You will be prompted with a list of the existing pay types. Press on a pay type to edit it.
The “Add” button on this screen will allow you to add a new pay type to the list.
To delete a pay type, select the pay type then press the green DELETE button at the top of the screen.
When you’re viewing or adding a pay type, press OK to save any changes, or CANCEL to exit without saving changes.
Pay Type Name The name of the pay type. You cannot change it once it has been added. To make changes to Pay Type Name you will need to delete and re-add the pay type.
Treat Like CREDIT CARD or OTHER There is no functional difference between these so use the Credit Card setting.
Amount Limit The dollar amount limit for this payment type.
Sort Order Position the pay type will appear (0 is the highest sorting order). If more than one pay type has the same sort order number, they will then sort alphabetically.
Fleet Link Normally this is NO. YES means that the pay type can only be used for a particular fleet account. Most fleet accounts will use the Fleet payment type, so the Fleet Link would only be used in a particular situation (ex: The fleet account does not pay their balance at the store but rather pays at another office location).
Optional: Fleet Name Selecting a particular fleet account for this payment type will automatically charge the invoice to that fleet. Leaving this blank will allow the cashier to indicate the fleet account at the time of sale.
Open Cash Drawer When Used YES or NO, depending on whether you want the cash drawer to open when you press this payment type at the time of sale.
Prompt for Last 4 Digits of Credit Card During Check Out Enabling this setting will prompt for the last 4 digits of a credit card when any ‘Credit Card’ payment method is used.
Cash Drawer Setup
Cash Drawer Setup is used if you have a working QuickTouch cash drawer.
From the Main Menu, select System Management, General Setup Options, then Cash Drawer Setup. When viewing or configuring Cash Drawer Setup, press OK to save any changes, or Cancel to exit without saving.
Open Cash Drawer YES to have the drawer open automatically based on the pay type. NO if there is no functioning cash drawer.
Cash Drawer Type Choose the interface type of your cash drawer. The most common type is USB, but if you are using an older cash drawer it may be Serial.
If using a Serial Cash drawer, indicate the computer COM (Serial) port that the cash drawer is connected to.
If using a Network cash drawer, you will need to have the IP Address and Port configured appropriately.
Backup Setup
Backup Setup allows you to indicate the default backup location. This will normally be drive D:, which is normally a USB flash drive. These flash drives should be 2GB or larger to ensure that all your data will be saved.
From the Main Menu, select System Management, General Setup Options, then Backup Setup. When viewing or configuring Cash Drawer Setup, press OK to save any changes, or Cancel to exit without saving.
Export Setup
This screen is used to setup QuickTouch to export information to the QuickBooks interface as well as connect to CarFax QuickVIN.
This section will normally be administered by a Support Technician. Please contact Technical Support before making any changes on this screen.
NOTE: The MailMark button is no longer used for the MailMark export.
Sage Setup
This section needs to be administered by a Support Technician, and is password protected.
G/L Export Setup
The G/L Export Setup is used for configuring the QuickTouch to QuickBooks Export interface.
From the Main Menu, select System Management, General Setup Options, then G/L Export Setup. When viewing or configuring G/L Export Setup, press OK to save any changes, or Cancel to exit without saving.
All pertinent fields are listed and can be linked to the appropriate QuickBooks account number. If new Pay Types are created after the QuickBooks interface has been installed, they must be linked accordingly.
Email Setup
Email Setup is used for the emailing invoices feature and requires email server access, which can be provided by Sage or hosted locally. If you wish for Sage to host your email settings please contact our Sales team for more information.
From the Main Menu, select System Management, General Setup Options, then Email Setup. When viewing or configuring Email Setup, press OK to save any changes, or Cancel to exit without saving.
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From Name Name that displays as the Sender on the email.
Subject This will be displayed as the subject on the email.
From Email Address Specify the email address that the email will be sent from.
HTML File Location Specify the location that contains the HTML file to be used as the email body.
Reply To Specify the email address that will serve as the reply to address.
SMTP Server The Server name that handles your outgoing email.
Port The port which the SMTP server uses to send email.
SMTP Authentication Specify if login is required for your SMTP server.
SMTP Username / Password The Username/Password for your SMTP Server.
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POP Login Specify whether POP Login is required by server.
POP Server Specify the POP server name.
POP Username Specify the POP Username.
POP Password Specify the POP Password.
Read Receipt Request a read receipt from email recipient.
HTML Use HTML (graphical) email, or plain text.
Verbose Yes or No (used for advanced troubleshooting).
Encode Data Yes or No
Priority 1 = High 3 = Normal 5 = Low
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Additional settings only for Fleet Account emails.
Estimate Setup
Estimate Setup is used to configure how your estimates will print out and the length of time they’re saved in QuickTouch.
From the Main Menu, select System Management, General Setup Options, then Estimate Setup. When viewing or configuring Estimate Setup, press OK to save any changes, or Cancel to exit without saving.
Estimate Type If left blank, the estimate will print in the same format as your Invoices. If you use preprinted invoice forms, you can choose a different format here, such as Graphics, which utilizes plain paper, which can help you save on paper costs.
Notes A customized note can be setup to print on every Estimate.
Purge Estimate after ___ Days By default, QuickTouch will save all Estimates on the bay screen for the number of days specified here. If an estimate is not converted into an invoice prior to this, it will be automatically deleted.
