all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Blue
|
|
||||||
|
||||||
|
|
|
Notes:
|
|
Check List for Migration: - Duplicate stock #’s - Duplicate PO’s - Duplicate parts o Parts with special characters such as ‘,” (quotes and commas) - Duplicate invoices - Duplicate vendors - Sold inventory - Current inventory - Correct o Next stock #’s o Next invoice #’s o Next PO #’s - Adjustment PO’s - Set up users with permissions - Set up taxes per location - Set up dealer fees per corp - Migrate line items per PO and per invoice description to own page - Make sure departments match – migrate time cards - Make sure parts categories match – migration of parts and PO’s - Make sure all users have an id (old and new) - Make sure all vendors have a match in the new system - Make sure that title accounts match up - Make sure that the payment types match up – migrating invoices Other notes: - Need to add a parts admin permission to lock down sale price and mark-up options - On printable parts list – calculate the mark-up per - Like a special report that shows vendors and $ amounts for parts - Change cart type from Due Bill to Rental - Add a hard coded part warranty and F&I - Add a note per line item on both PO’s and invoices – including migration - Add a link for email - Photo management payroll |