Related Articles
Customer Record / Customer Options
The Customer Record Options procedure explains how to use the various features available with the Customer Options buttons. The main function of the Options button in the Customer Record is to manage the Accounts Receivable transactions for the ...
How to Send Customer Letters
The first step for sending letters or postcards to your customers is to create the letter you want to send or assign one of the pre-made ones. Here’s how: Click on Marketing Choose one of the options at the bottom of the marketing letters window that ...
How to Find the history of the Customer's Parts Counter Purchases
Click on Customers at the top left then Customer List This will drop down a list of your customers, type in the name of your customer. Once you see the customer's name, double click on it or edit. Customer Options (F2) / History You can view Labor ...
How to Set up and Use the "Customer as a Vendor" (Barter) Feature
It sometimes occurs that you purchase parts or service from a business that also uses you to repair his or her vehicles or that purchases parts from you. If both parties agree, the charges for the repairs can act as part of the payment for the ...
Did You Know that you can change the vehicle - or the customer and vehicle on a MaxxTraxx repair order.
If you have security on in MaxxTraxx, you will need to go into setups/security groups / select the security group needed / under the Service Department and Customer Information heading (last one) check the box to allow this feature in the security ...