Setup Guide. Simplify your installation

Transcription

1 Shop Management Software VERSION Setup Guide Simplify your installation Before you install ALLDATA Manage, you will need to have certain information available about your business, such as tax rates, desired profit margins, etc. Use this workbook to record all the required information. Using this handy guide when you install will simplify the installation and give you a better understanding of how ALLDATA Manage can help you save time and money every day. Version Setup Guide ALLDATA_Setup Guide_ indd 1 1 9/26/13 6:28 PM

2 TABLE OF CONTENTS: SECTION 1 Basic Setup (Using the Setup Wizard)...3 Company Information...3 Tax Rates...4 Markups...4 Minimum Profit Margin...5 Shop Supply Charges...5 Hazmat Charges...7 Print Format...8 Transaction Numbers...9 Adding Employees...9 Adding Labor Rates...10 SECTION 2 Quickbooks Integration...12 Database Converstion...12 SECTION 3 Advanced Setup...13 Preferences Setup...13 Price Matrix Setup...14 Data Validation Setup (Elite Edition only)...15 Backup and Export Options Setup...16 Disclaimers Setup...17 Job Status Codes...18 Miscellaneous Charges...18 Customer Types Setup...19 Online Catalog and Electronic Ordering Setup CUSTOMER SUPPORT: Go to alldatasupport.com or call DATA (3282) To request vehicle information from our library, press 1. For product installation & operation assistance, press 2. For billing assistance, press 3. For account assistance, press 4. For product training assistance, press 5. 2 ALLDATA_Setup Guide_ indd 2 9/26/13 6:28 PM

3 BASIC SETUP Welcome Important: Use this Setup Guide to gather and record required information prior to actually installing ALLDATA Manage. This information is needed for both setup and your initial training. On each page, there will be an image from the Setup Wizard. Complete the Important blank text info fields prior to your ALLDATA Manage installation/training. When you install ALLDATA Manage and begin the setup, simply enter the information from this Setup Guide. Basic Setup (USING THE SETUP WIZARD) After an ALLDATA representative helps you install ALLDATA Manage, you will see a pop-up window that says Launching Setup Wizard. Click OK to begin the setup. Welcome In the Setup Wizard, you will enter your company information, tax rates, markups, minimum profit margin, initial transaction numbers, employees and a default labor rate. Information you do not currently have available can be entered or changed after you start using ALLDATA Manage. Click Next to continue. Company Information Enter your company information in this field. The information that you enter will be printed on your repair orders, invoices, counter sales and reports. Enter the shop information currently used at your place of business. Click Next to continue. Write your company information below prior to your ALLDATA Manage installation/training. Company Name Address City State/Prov. Postal Code Phone Helpful Tip Company Information Why It Is Important to Enter the Correct Information: Accurately enter your information on the Company Information page because it will be printed on ALL repair orders, invoices, counter sales and reports. Important Notice Regarding ALLDATA Manage Setup: It is the responsibility of the shop owner and his/her attorneys and accountants to ensure that the customer complies with all federal, state and local laws, rules and ordinances and to verify that all data is accurate. AutoZone and ALLDATA take no responsibility for complying with such laws, rules and ordinances or verifying data accuracy. Consult appropriate legal and financial counsel for the business management procedures for your particular location. Version Setup Guide 3

4 BASIC SETUP Tax Rates Enter the tax rates for your area. Parts % is where you type the parts tax rate for your area. Labor %, if labor is taxed in your area, can be entered here. (Example, type 7 for 7.0%). Click Next to continue. Write your Tax Rate Helpful information Tip below to simplify the installation process. Canadian Customers: Go to alldatasupport.com and search for Canadian Tax Setup Parts % Labor % Helpful Important Tipinfo Tax Rates Important: Don t leave a blank. Enter a zero (0) if you do not need to apply a sales tax. If your tax rate is 7.25%, enter it as 7.25 (not.725). Markups After the Install and Setup Wizards are complete, the markups for all catalogs can be entered. Click Setup >> Company Setup >> Tax/Markups. The Tax/Markup screen displays and allows the user to set the Sublet % markups and Labor Guide % markups. Click the Price Matrix Setup button to select the appropriate vender from the dropdown and enter markup information. Click Next to continue. Write your Tax/Markup information below to simplify the installation process. Sublet % Labor Guide % Markups 4

5 Minimum Profit Margin (ALLDATA Manage Elite Only) A profit margin is the difference between the cost and selling price of parts and services on orders, jobs and line items. In the Profit Margin area, enter a Minimum Order Profit Margin percent to use in analyzing the profit margins on orders as jobs are added. (Example: If you want a warning in the event you go lower than 35% profit on any order, job or line item, you would enter 35 in the box below). Click Next to continue. NOTE: If you are not using an ALLDATA Manage Elite subscription, leave the field at 0.00 and click Next. For more information about ALLDATA Manage Elite, see the Overview Guide. Write your Minimum Profit Margin information below. Minimum Order Profit Margin % Minimum Profit Margin BASIC SETUP Why It Is Important: When a job is added to an order, ALLDATA Manage tests the profit margin against the configured Minimum Profit Margin Threshold and displays a Profit Margin indicator in the status bar at the bottom of the order window. The indicator is GREEN if the Profit Margin Threshold was met and RED if the Profit Margin Threshold was NOT met. : Remember, profit margin and markup are NOT the same. Profit Margin: The percentage of the final selling price that is profit. Markup: What percentage of the cost price you add on to get the selling price. Shop Supply Charges You will need to decide whether you will use shop supply charges, and if the charges will be calculated on a $ or % basis. To charge a flat shop supply fee: 1. From the shop supply charges drop-down list under Type, select Parts & Labor, Parts Only or Labor Only. Parts Only fee only applies when parts are billed. Labor Only fee only applies when labor, sublet or miscellaneous charges are billed. Parts & Labor fee applies when parts, labor, sublet or miscellaneous charges are billed. 2. Tab to the Amount field. Type the fee amount (Example: 15 for $15.00). 3. Click the dollar sign ($) after your selection. 4. If the shop supply fee is taxable, click the Apply Tax check box. Version Setup Guide 5

6 BASIC SETUP Shop Supply Charges (continued) NOTE: Maximum-charge dollar amounts cannot be entered because this is a flat fee. To charge a percentage shop supply fee: 1. From the shop supply charges drop-down list under Type, select Parts & Labor, Parts Only or Labor Only. Parts Only fee only applies when parts are billed. Labor Only fee only applies when labor, sublet or miscellaneous charges are billed. Parts & Labor fee applies when parts, labor, sublet or misc. charges are billed. 2. Type the percentage amount (Example: 7.5 for 7.5%). 3. Click the percentage sign (%) after your selection. 4. Type a Maximum Charge (in $). If you leave this box at zero, the application will assume there is no maximum charge. 5. If the shop supply fee is taxable, click the Apply Tax check box. Shop supplies are taxed using the Parts Rate. If your Parts Tax Rate is set at zero, the Apply Shop Supply Tax field is disabled. (To add tax rates, tab back to the Tax Rate section in your program and refer to the Tax Rate Setup Section.) Click Next to continue. NOTE: If no parts tax rate was entered (see the Tax Rate Setup), this box will be disabled. Write your Shop Supply Helpful Charges Tip and select Parts Only, Labor Only, or Parts and Labor below. Shop Supply Charge Type Parts Only Labor Only Parts and Labor Amount $ % Maximum Charge Apply Tax? Why It Is Important: Shop supply charges are applied on a job-by-job basis. Any order consisting of multiple jobs will include multiple shop supply charges. The fee can be removed from individual jobs on individual estimates, repair orders and counter sales. : Shop supplies are a great way to generate additional revenue and offset your shop supply costs. 6

7 SETUP BASIC WIZARD SETUP Hazmat Charges The Hazmat Charges section is used to set up a Hazardous Materials Fee that is automatically added to all estimates, repair orders and counter sales. The charge is either a flat fee or a percentage of the parts and labor charges. You will need to decide whether you will use Hazmat Charges, and if the charges will be calculated on a flat or percentage basis. To set up a flat Hazmat charge: 1. From the Hazmat Charges drop-down list under Type, select Parts & Labor, Parts Only or Labor Only. Parts Only fee only applies when parts are billed. Labor Only fee only applies when labor, sublet or miscellaneous charges are billed. Parts & Labor fee applies when parts, labor, sublet or miscellaneous charges are billed. 2. Enter the fee amount. 3. Select the dollar sign ($) after your selection. 4. If the Hazmat charge is taxable, click the Apply Tax check box. This is a materials disposal fee, so it is taxed using the Labor Rate. If your Labor Tax Rate is set at zero, the Apply Hazmat Tax field is disabled. (To add tax rates, tab back to the Tax Rate section in your program and refer to the Tax Rate Setup Section.) To set up a percentage Hazmat Charge: 1. From the Hazmat Charges drop-down list under Type, select Parts & Labor, Parts Only or Labor Only. Parts Only fee only applies when parts are billed. Labor Only fee only applies when labor, sublet or miscellaneous charges are billed. Parts & Labor fee applies when parts, labor, sublet or miscellaneous charges are billed. 2. Enter the percentage amount. 3. Select the percentage sign (%) after your selection. 4. Type a Maximum Charge (in dollars). If you leave this box at zero, the application will assume there is no maximum charge. If the Hazmat Charge is taxable, click the Apply Tax check box. This is a materials disposal fee, so it is taxed using the Labor Rate. If your Labor Tax Rate is set at zero, the Apply Hazmat Tax field is disabled. (To add tax rates, tab back to the Tax Rate section in your program and refer to the Tax Rate Setup Section.) Click Next to continue. Version Setup Guide 7

8 BASIC SETUP Hazmat Charges (continued) Write your Hazmat Helpful Charges Tipand select Parts Only, Labor Only, or Parts and Labor below. Hazmat Charges Type Parts Only Labor Only Parts and Labor Amount $ % Maximum Charge Apply Tax? Why It Is Important: Important Hazmat info Charges are applied on a job-by-job basis. Any order consisting of multiple jobs will include multiple Hazmat Charges. The fee can be removed from individual jobs on individual estimates, repair orders and counter sales. : Hazmat charges are a great way to generate additional revenue to offset your hazard material costs. Print Format Complete this section for text to be used in shop-specific messages at the top (Header), and the bottom (Footer) of each estimate, repair order and counter sale. Header: Type up to 100 characters of the exact text you want to appear at the top of your order. (Example: GREAT services at competitive prices!) Footer: Type up to 100 characters of the exact text you want to appear at the bottom of your order. (Example: Thank you for your business!) Show Rate and Time: Select this button to print hourly labor rates, hours charged and total charged. Show Total (Calculated from Rate and Time): Select this button to print total charge calculated from the rate and time. Pre-Printed Forms: Check this box only if you are using ALLDATA Manage preprinted forms. These forms are available online at: Click Next to continue. Write your Header and Footer information below. Header Print Format Footer Print Labor Format Show Rate and Time Show total (Calculated from Rate and Time) Print on Pre-Printed Forms 8

9 Transaction Numbers This section enables you to select the initial number sequence for your repair orders and estimates. NOTE: Once a sequence is activated, you cannot reset to a lower number. It can only be reset to a higher number. SETUP BASIC WIZARD SETUP Suggestion: You may want to continue using the same numbering sequence you are currently using. Starting RO #: Enter the number you want your repair orders to begin with (up to 9 digits). Starting Estimate Helpful #: Enter Tipthe number you want your estimates to begin with (up to 9 digits). Starting PO #: Enter the number you want your purchase orders to begin with (up to 9 digits). Click Next to continue. Write your Transaction Numbers below. Starting RO # Starting Estimate # Starting PO # Transaction Numbers IMPORTANT NOTE: Number each field differently to easily distinguish your estimates from your repair orders! Example: Starting RO #: 5,000 Starting Estimate #: 10,000 Starting PO #: 1,000 Adding Employees You will need to enter employee names to track them on estimates, repair orders and counter sales. You must enter at least one employee to continue the set up. To add an employee: 1. Click the Add Employee button. A New Employee dialog box is displayed. 2. Type the Employee ID. You can identify your employees using letters, numbers or both. 3. Type an Employee Name. 4. Type a Title. Version Setup Guide 9

10 BASIC SETUP Adding Employees (continued) 5. Type the phone Extension. 6. Type the Salary Information. Flat Rate In the Payment Type drop-list, select Flat Rate for employees whose pay is based on a Flat Rate system. Type the flat rate ($) in the Payment Amount field. Hourly In the Payment Type drop-list, select Hourly for employees paid by the flagged hour. Type the hourly pay rate ($) in the Payment Amount field. Salary In the Payment Type drop-list, select Salary for employees paid a set amount per pay period. Type the salary amount for that pay period in the Payment Amount field, and type the hours per pay period in the Pay Period Hours field. 7. Select Roles. Click Technician and/or Service Advisor to indicate the employee s role. 8. Click the Save button. 9. Repeat this process for each employee. Click Next to continue. Write your employee information in the boxes below. Use a seperate sheet of paper if needed. Employee ID Employee Name Title Salary Information Payment Type Adding Employees Extension Rate Flat Payment Amount $ Hourly Payment Amount $ Salary Pay Period Hours Role Technician Active: Yes No Service Advisor Active: Yes No Why It Is Important: Properly classifying your employees as Technicians, Service Advisors or both will allow for employee-based productivity and profitability reporting. Check an employee as a Service Advisor and a Technician if a Technician will be writing work orders. Adding Labor Rates You must create the labor rates that are applicable when creating estimates, repair orders and counter sales. You can have multiple labor rates but one MUST be selected as the default rate. To add a Labor Rate: 1. Click the Add Labor Rate button. A New Labor Rate dialog box is displayed. 2. Type a Labor Rate Code. Identify your labor rates using letters, numbers or both. 10

11 SETUP BASIC WIZARD SETUP 3. Type a labor rate in the Rate field. (Example: 65 for $65 per hour.) 4. Type a Description. (Example: Diagnosis, General Repair, etc.) 5. Click the Default Rate check box if you want this rate to be your default labor rate. One labor rate MUST be selected as the default rate. 6. Click the Save button. 7. Repeat this process for each additional rate. To edit a labor rate, click and edit as needed. Click Save. Click Finish when you have completed entering your labor rates. Why it is Important: Categorize your labor rates by service type to better analyze your efficiency on certain jobs. IMPORTANT NOTE: You need to set at least ONE of your labor rates as the default rate to finish the Setup Wizard. Write your labor rate rmation in the boxes below. Use the s section on the last page if needed. Labor Rate Code Adding Labor Rates Rate Description Default Rate Labor Rate Code Adding Labor Rates Rate Description Default Rate Labor Rate Code Adding Labor Rates Rate Description Default Rate Version Setup Guide 11

12 BASIC SETUP ALLDATA Manage SET UP COMPLETED! This Helpful completes Tip the Setup Wizard portion of your ALLDATA Manage installation. The AutoAdmin status window displays backup and export tasks completed since ALLDATA Manage was shut down, and whether or not those tasks were successful. Click OK to move past the AutoAdmin status Helpful report. Tip IMPORTANT! Make sure the latest version of ALLDATA Repair has been installed and launched before starting ALLDATA Manage, otherwise an error message will occur. NOTE: If you do not want the AutoAdmin status report to automatically display when ALLDATA Manage is opened, click Do not show at startup at the bottom of the status report screen. For additional information about managing the AutoAdmin settings, please go to alldatasupport.com and search keywords: Setting Setup Information Video. QUICKBOOKS INTEGRATION To integrate ALLDATA Manage and QuickBooks : 1. Go to alldatasupport.com 2. Search for Integrating ALLDATA Manage and QuickBooks 3. Follow all steps in the process DATABASE CONVERSIONS To convert an existing database into ALLDATA Manage: 1. Go to alldatasupport.com 2. Search for How Do I Convert My Database into ALLDATA Manage? 3. Follow all steps in the process 12

13 ADVANCED SETUP This section covers ALLDATA Manage advanced setup features that are not in the Setup Wizard. On each page there will be an image example from the ALLDATA Manage program. Complete the blank text fields on each page. When you start ALLDATA Manage, simply enter the information from the workbook. Preferences Setup For more information about ALLDATA Manage Elite, see the Overview Guide. Use the Preferences section to set options for Search by*,city Casing, Follow-up* and Spell Check. To access Preferences: 1. From the shortcut bar select Setup. 2. Select Company Setup. 3. Select the Preferences tab. 4. In the Default Search by Settings drop-down menu, choose to display Part Number or Description. 5. In the Default Follow-up Format drop-down menu, choose to display Market , Manage Mail Merge, or None. 6. In the Default City Casing Settings drop-down menu, choose to display your cities in UPPERCASE or Title Case. 7. In the Spell Check section, Enabled is checked by default to turn the spell check on. *Available in ALLDATA Manage ELITE only. Version Setup Guide 13

14 ADVANCED SETUP Price Matrix Setup For more information about ALLDATA Manage Elite, see the Overview Guide. The Price Matrix* window allows you to set up markup rules for parts*. Based on their source you can set multiple ranges. To access the Price Matrix window: 1. From the shortcut bar select Setup. 2. Select Company Setup. 3. Select the Tax / Markups tab. 4. In the Markups section, click the Price Matrix Setup button. ALLDATA Manage parts are manually input parts, based on the cost of the part as defined by the user in the parts list. AutoZone parts are added from the Parts Catalog, based on the cost of the part as defined in the Parts Catalog. OE parts are added from the ALLDATA parts and labor guide, based on the suggested list price of the part as defined in the ALLDATA parts and labor guide. WORLDPAC parts are added from the WORLDPAC SpeedDIAL Catalog, based on the cost as defined in the WORLDPAC SpeedDIAL Catalog. Vendor parts are added from various catalogs. The retail price will reflect the markups to the parts costs for the markup percentage or the profit margin percentage. When the price matrix information is correct, click Save. Saving new price matrix information causes the retail charge for the parts and the configured ranges to be updated in the parts list. Click Yes to recalculate. ALLDATA Manage supports vendors who list parts in the following catalogs: Vendor To Cost Markup % Profit Margin % ALLDATA Manage Autoi Online AutoZone Federatedautoi Internet AutoParts OE WHI Solutions WORLDPAC Write your price matrix information in the box above to simplify your setup/training. *Available in ALLDATA Manage ELITE only. 14

15 Data Validation Setup (ALLDATA Manage Elite Only) For more information about ALLDATA Manage Elite, see the Overview Guide. The Data Validation screen allows you to set up rules for advanced data entry. 1. From the shortcut bar, select Setup >> Company Setup >> Data Validation. 2. You can change the Data Validation status for each order state such as a quote, estimate, repair order, invoice or all. State Rule Location Required Not Required Warning Quotes/Est/RO Quotes/Est/RO Quotes/Est/RO Quotes/Est/RO Invoice Invoice Invoice Invoice Invoice Mileage In cannot be zero or less than the vehicle s current mileage. Mileage Out cannot be zero or less than the Mileage In. Written By cannot be blank. Assigned Technician cannot be blank. Mileage In cannot be zero or less than the vehicle s current mileage. Mileage Out cannot be zero or less than the Mileage In. Written By cannot be blank. Order Total cannot exceed authorized estimate amount. Assigned Technician cannot be blank. Order Order Job Order Order Order Order Order Job Invoice Part Cost cannot be zero. Line Item Invoice Invoice Invoice All All Customer Labor Flagged Hours cannot be zero. Misc. Cost cannot be zero. Sublet Cost cannot be zero. Vehicle License cannot be blank. Vehicle VIN cannot be blank. Address cannot be blank. Line Item Line Item Line Item Vehicle Vehicle Customer ADVANCED SETUP Check the appropriate fields to identify your Data Validation options prior to your training. Version Setup Guide 15

16 ADVANCED SETUP Backup and Export Options Setup Use this feature to automatically back up and export your ALLDATA Manage database information to your hard drive. You can also import appointments from ALLDATA Market (ProCarCareZone) and update service histories in your ALLDATA Market online account. 1. From the shortcut bar, select Setup >> Company Setup >> Setup tab >> Backup. 2. In the AutoAdmin Settings section, click Backup. 3. In the Backup drop-down, select Daily, Monthly or Never, as well as the other options that appear after making a selection >> Click Submit. NOTE: Daily is recommended. 4. In the AutoAdmin Settings section, click Export. 5. In the Export drop-down, select Daily, Monthly Helpful or Never, Tip as well as the other options that appear after making a selection >> Click Submit. 6. On the Company Setup page, click Submit to save changes. Write your Backup and Export options in the boxes prior to your ALLDATA Manage setup/training. Backup Settings Daily Monthly Never On the of the month Export Settings Daily Monthly Never On the of the month If you are using ALLDATA Market Classic (ProCarCareZone) and are planning on importing your online appointments list or exporting your service histories, please check the following options. When enabled, AutoAdmin will import/export once an hour. Enable AutoAdmin Appointment Import Enables AutoAdmin to import your appointment list from ALLDATA Market. Enable AutoAdmin Service History Export Enables AutoAdmin to export your Service Histories to ALLDATA Market. Display New Appointment Message Enables a message to be displayed once an hour, alerting you to new appointments. Display AutoAdmin Error Message Enables a message to be displayed once an hour, to let you know that you are not connected to the Internet, and cannot import appointments or export service histories. Choose your source for viewing parts. Select either Disc or ALLDATA Repair S3000. : ALLDATA Collision S3500 customers should select ALLDATA Repair S

17 ADVANCED SETUP Disclaimers Setup Use this feature if your state requires that certain notes, warnings, disclaimers or waivers be printed on estimates and repair orders. You must create the disclaimers that will be available when writing estimates and repair orders. 1. From the shortcut bar, select Setup >> Disclaimers. 2. Click the New button. 3. Type a Title. 4. Type your Disclaimer text. Use letters, numbers or both. 5. Select the appropriate Settings such as: Always Print Show Box Bold Text Font Size 6. Select from your Prints On options: Quotes Estimates Repair Orders Invoices All 7. Click the Submit button. 8. Click Close. Write your Disclaimer information in the box below to speed up your Setup/training. Disclaimer Text Settings Always Print Show Box Bold Text Font Size Prints On Active Quotes Estimates Repair Orders Invoices All Version Setup Guide 17

18 ADVANCED SETUP Job Status Codes Use job status to indicate the state of service or repair. You must create the job status codes that will be available when writing estimates and repair orders. 1. From the shortcut bar, select Setup >> Job Status Codes. 2. Click the New button. 3. Type a Code. Use letters, numbers or both. 4. Type a Description. 5. Click the Submit button. 6. Click Close. Write your Job Status Code information in the box below. Job Status Code Description Miscellaneous Charges Use miscellaneous charges for simple labor charges. Miscellaneous charges should not be used for parts because miscellaneous charges are taxed as labor. You must create the miscellaneous charges that will be available when writing estimates and repair orders. 1. From the shortcut bar, select Setup >> Miscellaneous Charges. 2. Click the New button. 3. Type a Code. Use letters, numbers or both. 4. Type a Retail charge. 5. Type a Description. 6. Select whether to Tax as Labor or Tax Exempt. 7. Click the Submit button. 18

19 ADVANCED SETUP Miscellaneous Charges (continued) Write your Miscellaneous Charges in the boxes below. Miscellaneous Charge Code Retail Description Tax as Labor Tax Exempt Customer Types Setup Use customer types to automatically assign labor rates, tax exemptions and part discounts to different types or groups of customers. You must create the customer types that will be available when creating or editing customers. 1. From the shortcut bar, select Setup >> Customer Types. 2. Click the New button. 3. Type a Customer Type. Use descriptive text or a code that is easy to identify, such as standard (STD), preferred, senior (SR) or government (GOVT). 4. Type a Part Discount % if this customer type gets a discount on parts. 5. Select Labor Tax Exempt or Parts Tax Exempt options if this is a tax-exempt customer type. 6. From the Rate Code drop-list, select a labor rate. Choose from the labor rates you previously created. 7. Click the Submit button. Customer Type Customer Type Part Discount % Labor Tax Exempt Yes No Parts Tax Exempt Yes No Rate Code Customer Type Customer Type Part Discount % Labor Tax Exempt Yes No Parts Tax Exempt Yes No Rate Code Write your Customer Types in the boxes prior to your ALLDATA Manage setup/training. For more information about ALLDATA Manage Elite, see the Overview Guide. Version Setup Guide 19

20 ADVANCED SETUP Online Catalog and Electronic Ordering Setup Setup the ability to access electronic ordering from multiple catalogs. Why It Is Important: Accurately entering your vendor (parts supplier) credentials will allow you to electronically order parts through ALLDATA Manage. By establishing your credentials, the catalog vendor will automatically display in the Catalog Viewer. Step 1: Create Accounts with Catalog Vendors 1. Before you can order parts online, you must set up accounts with local catalog vendors (parts suppliers). Contact each vendor directly to set up an account and get credentials (such as a user name and password). : Internet AutoParts (IAP), WHI Solutions, Autoi and Federated Autoi are online catalog companies and do not supply credentials. You will need to contact the catalog vendors (parts suppliers) directly to set up credentials. 2. AutoZone and WORLDPAC each act like both a catalog and a vendor. Contact your local AutoZone commercial store to set up an account and get credentials. Contact Helpful WORLDPAC Tip directly to setup an account, get credentials and to install the WORLDPAC SpeedDIAL on your computer(s). Step 2: Create And Setup Vendor Records 1. On the shortcut Important bar, infoclick Inventory >> Vendors On the Vendors page, click New. 2. On the New Vendor screen, fill in the fields with yellow headers. NOTE: Only the Vendor Name and Vendor Code are required. Click Submit. 3. The vendor record will close and the Vendors screen will open with a list of vendors displayed. 20

21 ADVANCED SETUP 4. If it is not already highlighted, click the newly created vendor so that it is highlighted in blue. Click Edit. 5. On the Edit Vendor screen, in the white box that says Online Catalog and Electronic Ordering Credentials: In the Trading Relationships field, click New >> Configure. In the Trading Relationships Name field, type the vendor name as you want it to appear on the tab in the Catalog Viewer. Click Continue. If the vendor supplies parts through multiple catalogs, add the catalog name after the vendor name. Example: MaxParts (Autoi) NOTE: The longer the name, the wider the tab, which reduces the number of tabs that will be viewable at one time in the Catalog Viewer. In the Helpful Catalog Tipdrop-down box, select the catalog that the vendor works through Click Continue. In the Credentials box, enter the credentials asked for by Helpful that vendor, Tip such as User Name and Password Click Complete. If you do not know your vendor credentials, contact the vendor directly. ALLDATA Customer Support does not have this information on file. 6. On the Edit Vendor screen, click Submit. 7. The Catalog Viewer now includes a tab with this vendor name, and parts can be ordered electronically from this vendor. 8. To assign the same vendor to an additional catalog, repeat Steps Repeat this process for each additional vendor. There is no limit to the number of vendors that can be entered. Parts can now be ordered electronically from your vendors. Version Setup Guide 21

22 ADVANCED SETUP Step 3: Setup Online Ordering for AutoZone 1. If the Vendors screen is not already open, on the shortcut bar, click Inventory >> Vendors. 2. Click on AutoZone Electronic Ordering so that it is highlighted in blue. Click Edit. 3. On the Edit Vendor screen, add or change AutoZone information, if desired. 4. In the white box that says AutoZone Electronic Ordering, enter your six-digit personal identification number in the Pin field. Click Get Password. If you do not know your AutoZone PIN, contact your AutoZone commercial store directly or AutoZone Commercial Support at On the Edit Vendor screen, click Submit. 6. Parts can now be ordered electronically from your local AutoZone commercial store. If you have CHECKED Map OEM/AutoZone Parts, the OEM + AutoZone tab will automatically list AutoZone parts underneath the OEM parts. NOTE: If no AutoZone parts exist, no additional information will appear. To access Helpfulthe TipMap OEM/ AutoZone Parts checkbox, go to the Setup shortcut >> Company Setup >> Setup tab >> Parts and Labor Source Settings. If you have NOT checked Map OEM/AutoZone Parts, only OEM information will appear. To see AutoZone parts information, click the AutoZone Parts button (directly below the tabs). If there are AutoZone parts, they will now be listed underneath the OEM parts. 22 ALLDATA_Setup Guide_ indd 22 9/26/13 6:29 PM

23 Step 4: Setup Online Ordering for WORLDPAC 1. Open the WORLDPAC SpeedDIAL by clicking the WORLDPAC tab in the Catalog Viewer. NOTE: This tab will only appear if you have already set up an account with WORLDPAC and installed the WORLDPAC SpeedDIAL. 2. Enter your User ID and Password Click Logon. 3. From the WORLDPAC SpeedDIAL Home screen, click View Helpful >> Preferences. Tip 4. On the Logon screen that opens, CHECK the three options listed and click Apply >> Ok. Remember customer number. Remember password. Automatically logon. ADVANCED SETUP 5. Close the WORLDPAC SpeedDIAL program. 6. WORLDPAC parts can now be ordered electronically. Step 5: Update the Price Matrix Settings 1. Once a vendor record is created, the vendor is available on the Price Matrix Setup page. 2. Follow the Price Matrix Setup instructions listed on my.alldata.com. NOTE: If the Price Matrix is NOT setup for a Vendor, the Retail price on quotes, estimates and repair orders will be the manufacturer s suggested list price. Go to alldatasupport.com to learn the basics of ALLDATA Manage. For training, click Training Options. For How To s and FAQs, click Product Support >> ALLDATA Manage ALLDATA LLC. All rights reserved. ALLDATA, ALLDATA Repair, ALLDATA Manage and ALLDATA Market are registered trademarks and ServiceCenter Important is a mark info of ALLDATA LLC. AUTOZONE and AutoZone & Design are registered marks of AutoZone Parts, Inc. QuickBooks is a registered trademark of Intuit Inc. in the United States and other countries. For use with U.S. editions of QuickBooks 2010 or later. Microsoft, Microsoft SQL, Windows XP, Windows Vista and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. i SHOP is a registered trademark of the Automotive Aftermarket Industry Association (AAIA). All other marks are the property of their respective holders. USA Anti Piracy Warning: The unauthorized reproduction or distribution of this copyrighted work is illegal. Criminal copyright infringement, including infringement without monetary gain, is punishable by up to 5 years in federal prison and a fine of $250,000. Revised September PS Manage Setup Guide Version Setup Guide 23

24 Customer Support CUSTOMER SUPPORT: Go to alldatasupport.com or call DATA (3282) To request vehicle information from our library, press 1. For product installation & operation assistance, press 2. For billing assistance, press 3. For account assistance, press 4. For product training assistance, press 5. PN r2 24 ALLDATA_Setup Guide_ indd 24 9/26/13 6:29 PM