Product Support

Code Settings - ALL

Code settings allow you to create and modify codes that customize Manage Online to meet your specific business requirements.

The sections below can be set up at any time.

Sales Class Codes

Sales Class Codes are used to determine how sales and purchases are classified for accounting purposes.

Setup Information

Account Types

Customer Account Types allow you to choose what payment methods are acceptable for different types of customers and can be used to create reports for work carried out on specific customer categories.

 Setup Information

Technicians

Add Technicians and set options for Time and Cost Tracking.

 Setup Information

Service Writers

Add and edit Service Writer names.

Setup Information 

Payment Terms

Payments Terms are used to predefine payment term options for suppliers and customers.

Setting these up initially will allow you to quickly select the specific terms for each transaction.

Setup Information 

Advisory Notes

Advisory Notes can be written ahead of time to quickly add to a customer's estimate or repair order instead of free-typing them each time.

Setup Information

Work Description

Work Descriptions can be written ahead of time to quickly add to a customer's estimate or repair order instead of free-typing them each time.

Setup Information

Symptoms

Symptoms allow you to set up a list of common vehicle symptoms that can quickly be added to a customer's estimate or repair order.

Setup Information 

Customer Title

Customer Title allows you to set up a list of selectable customer titles such as Dr., Miss, Mrs., etc.

Setup Information 

Return Options

Return Options allow you to set up possible reasons why parts would be returned and enable Core Tracking.

Setup Information 

Tax Setup

Set up your tax rates for Parts, Labor, and other taxable and non-taxable items.

Setup Information.

 Payment Methods

Payment Methods are used to set up accepted payment methods and set a default payment method.

Setup Information  

Product Group Codes

Product Group Codes allow you to set up specific product group categories for better inventory management and reporting.

Based on the shops individual accounting practices, this can be as simple or as detailed as need be.

Setup Information

Range Codes

Range Codes allow you to set up separate range codes for better inventory management and accounting.

This allows Manage Online to fit the needs of certain types of repair shops and may not be applicable to yours.

Setup Information

Line Codes

Line Codes allow you to set up trackable part number prefixes in order to better classify and differentiate parts.

Setup Information

Stock Adjustment Reasons

Stock Adjustment Reasons allow you to set your own custom reasons for stock adjustments.

Setup Information

Media Codes

Media Codes allow you to track customer reach for Marketing efforts like running email, text messaging, print, broadcast campaigns, etc.

Setup Information

Status

The Status codes can be set up with a color and description so that, at a glance, you can easily see the status of a vehicle as it moves through your shop.

Setup Information

Key Tag

Key Tag provides an option to select which key tag has been applied to the vehicle when it is on site. 

Setup Information

Hazard Disposal

Hazard Disposal codes allow you to apply and track charges for disposal of hazardous materials.

The selected Hazmat fees will be clearly listed on the customer’s invoice.

Setup Information

Work Types

Work Types can be set up with a color and description so that you can keep track of the type of work being performed for each work order.

Setup Information

Deferred Job Reason Codes

Deferred Job Reason Codes allow you to set up and track predefined reasons why a customer might defer work until a later time.

Setup Information

Inspection Reason Codes

Inspection Reason Codes can quickly apply both a status and reason to an Inspection Item while working through an Inspection List.

Setup Information

Work Performed Notes

Work Performed Notes can be written ahead of time to quickly add to a job instead of free-typing them each time.

Setup Information