Setup

Use the Setup tab to set company-wide options for numbering, warning and scheduling.

To access setup information:

From the Setup shortcut bar, select Company Setup.

Select the Setup tab.

Type and select your numbering and warning options.

Numbering and warnings options

Starting RO #	Type the number you want repair orders to begin at. They are sequentially numbered starting with this number. (This number increases as you create repair orders, and displays the last number used. You can change it to a higher number, but not a lower number.) (9 character maximum.)
Delete estimate files after (days)	The number of days to keep your estimates. (3 character maximum.)
Starting Estimate #	Type the number you want estimates to begin at. They are sequentially numbered starting with this number. (This number increases as you create repair orders, and displays the last number used. You can change it to a higher number, but not a lower number.) (9 character maximum.)
Delete PO files after (days)	The number of days to keep your PO. Only purchase orders that have been voided or completely received are automatically deleted. (3 character maximum.)
Starting PO #	Type the number you want purchase orders to begin at. They are sequentially numbered starting with this number. (This number increases as you create purchase orders, and displays the last number used. You can change it to a higher number, but not a lower number.) (9 character maximum.)
Display warning when posting an invoice if parts cost or labor cost is not entered.	Select this option to be warned, at the time of posting, that you have not entered your actual costs (the labor time spent or the actual part or service cost).
Display warning when posting an invoice if the invoice is not paid in full.	Select this option to be warned, at the time of posting, when an invoice still has a balance due.
Bypass Revision Message	Select this box if you want to bypass the revision authorization warning dialog box, when revising saved orders.

Enter your ShopWeb settings.

ShopWeb settings

MARKET Shop ID: Enter your ShopID in this field to identify your shop to the MARKETSM server. (10 character maximum.)

Select your AutoAdmin Settings.

AutoAdmin Settings

The AutoAdmin utility performs the backups and exports as configured.

Show AutoAdmin Results on Open	Select this option to display, at startup, results of any backups or exports completed since shutdown.
Enable AutoAdmin Appointment Import	Select this option to activate the importing of MARKET appointments from the MARKET web site every hour. (Note: This field is deactivated when the MARKET Shop ID field is blank.)
Enable AutoAdmin Service History Export	Select this option to activate the exporting of customer service history information to the MARKET web site every hour. (Note: This field is deactivated when the MARKET Shop ID field is blank.)
Display New Appointment Message	Select this option to have a notification message display when a new appointment is imported. (Note: This field is deactivated when the MARKET Shop ID field is blank or the Enable AutoAdmin Appointment Import option is disabled.)
Display AutoAdmin Error Messages	Select this option to have error messages display when AutoAdmin encounters an error while importing appointments or exporting Service History information. (Note: This field is deactivated when the MARKET Shop ID field is blank or the Enable AutoAdmin Service History Export option is disabled.)
Backup button	Click this button to access the Backup Setting dialog.
Export button	Click this button to access the Export Options dialog.

Select your Catalog Settings.

Catalog Settings

Enable Automatic Mapping of OEM Parts to AutoZone - Select this option to turn on the automatic lookup of AutoZone parts from the OEM + AutoZone Catalog window. If this option is not enabled, the AutoZone Aftermarket Parts button on the Catalog Viewer window can be used to lookup AutoZone parts.

AutoZone Catalog Source: Select if you will access the Online Catalog or the Disc Catalog.

Note: Online access requires an Internet connection.

OEM Parts & Labor Source: Select if you will access the Online or the Disc Catalog

Note: Online access requires an Internet connection.

The Catalog Supplier box on the Catalog Viewer window determines which catalog is used when searching from Activant Aftermarket Parts.

Update the Job Categories as needed, using the Add, Edit, and Delete buttons.

Note: Job Categories that are flagged as System are system default categories and cannot be changed or deleted.