Documentation: VENDOR UPDATE - Manufacturer Answer: VENDOR UPDATE Vendors are companies and people that you purchase products from for your dealership. Peartree Dealership tracks vendors in a similar manner to customers. Any field ...
Documentation: To apply the payment to the invoice Answer: To apply the payment to the invoice, go to [Finance], [Receivables], [Update], then[Payment Update]. Enter the Customer ID. Choose the Payment Form from the drop-down list. Delete all ...
Documentation: Units Module Answer: UNITS A Unit is anything that has a Serial Number or can be repaired. Anything else is a Part. Managing your unit inventory is easy with Dealership. ...
Documentation: SERVICE Answer: Dealership features a complete service department management system. It is very easy to use, yet offers extensive functionality. · Create and manage quotes. · Track the progress ...
Documentation: Payroll Run Answer: How to do a Payroll Run
Finance – Payroll – Update – Employee
Employee ID: Mandatory
- Manually enter if using own Code, or click New for the ...
Documentation: MLNewFeatures Answer: Sales module Disable selling price overrideYou can now prevent part prices from being changed on a part sale or a work order. To start using this feature:Go ...
Documentation: Parts Module Answer: Table of ContentsInventory – Parts – Administration – Inv. LocationsInventory – Parts – Update – Parts UpdateMaster Parts Search:Print Label:Inventory – Parts – Update – ...
Documentation: GL Transactions in the System Answer: G/L TRANSACTIONS IN THE SYSTEMPARTS SALES 1. Parts Sales with no Discount with Customer Taxes(Cash): Sales – Parts – Daily Menu – Daily Update 2. Parts Sales Return ...
Documentation: Customer Refund Documentation Answer: Method #1--If customer wants a refund cheque STEP 1-Set up an AP Clearing account if it does not already exist. 1. Go to Finance/GL/Update/Account Update2. Enter current ...
Documentation: Daily Procedure Answer: DAILY PROCEDURES Sales – Parts – Daily Menu – PaymentsThis is a Daily Procedure to be done at the end of the day or beginning of ...
