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  • How To Documents: What is the Year End procedure?
    Answer: Year End Procedure – Dealership     1.     Set up your Fiscal Calendar.  This should be completed within the two months prior to your Year End. From ...
  • How To Documents: How to change the class on a unit
    Answer: If a unit’s cost is zero, you can change the class from the Inventory Unit Update screen.  If the new class’s inventory General Ledger account is ...
  • Documentation: Year End Procedure
    Answer: Year End Procedure – Dealership  1.     Set up your Fiscal Calendar.  This should be completed within the two months prior to your Year End.From the top ...
  • 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: Unit Inventory Administrative Tables
    Answer: Inventory – Units – Administration – Product Classes-        Same window as Inventory – Parts – Administration – Product Classes.-        This window has two purposes:o   Accounting ...
  • 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: TAXES
    Answer: TAXESTax Setup is multi-layered. System Admin – Configuration - Tables – Tax – Index Main Code:-        Shows the Main Code created in this window.-        Can group different ...
  • Documentation: Product Classes Table
    Answer: Inventory – Parts – Administration – Product Classes-        Same window as Inventory – Units – Administration – Product Classes.-        This window has two purposes:o   Accounting ...
  • 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: Inventory - Adding a Base Cost and Other Costs to a Unit
    Answer: Adding a Base Cost and Other Costs to a Unit Base Cost is what the Unit costs to acquire.Other Costs are costs which may or may ...

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