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Point of Sale
- Adding both a Counter Person and Inspector to an Estimate (NEW)
- Adding a SmartPac to an Estimate (NEW)
- Applying a Deposit to a Specific Estimate (NEW)
- Applying a Referral to an Estimate
- ATD/NTD Tire Integration
- Calculating and Showing Change Due on an Invoice
- CARFAX Integration
- CARFAX Terms and Conditions
- Carrying Estimates Over to the Next Day
- Changing a Payment Type on an Invoice (NEW)
- Committing Parts to an Estimate
- Customer Rewards Program Overview
- Defining Additional Estimate Statuses
- Discounting a Job or an Entire Ticket
- Discounting a Specific Item on a Ticket
- Editing Disclaimer Text/Wording (NEW)
- Emailing an Estimate
- Emailing an Invoice
- Entering a Counter Sale
- Entering a ROA (Received on Account) Invoice
- Entering a Transfer Invoice
- Hiding Types and Makes of Vehicles
- Issuing a Partial Refund
- Mapping Epicor LaserCat 2.0 to StockTrac®
- MyFleetCenter Overview
- Printing Custom Comments on an Estimate/Invoice
- Printing Item Notes in Point-of-Sale
- QuickNote® SMS Text Messaging Order Form – US Customers
- QuickNote® SMS Text Messaging Order Form – Canada Customers
- QuickNote® SMS Text Messaging Set Up
- Removing Estimate Locks
- Reprinting an Invoice
- Retrieving a Customer by Plate Number
- Retrieving a Customer by VIN Number
- Return for Service Labels (Oil Change Stickers)
- Reversing an Invoice
- Setting Up a Billing Center
- Setting Up a SmartPac
- Setting Up SmartPac Groups
- SMS Texting Setup (NEW)
- Taking a Deposit on an Invoice and Applying It Once the Customer Picks Up the Finished Vehicle
- Tire Registration Plus Integration
- Vehicle Look Up in StockTrac® Enterprise 3.2
- Warranty Issuing and Redemption
- Q&A: I forgot to put a vendor on a buyout part in Point-of-Sale. Do I need to reverse the invoice?
- Q&A: Can I Preview Estimates on the Screen Before Printing?
- Q&A: Will a negative invoice take away from royalty?
Accounts Receivable
- Accounts Receivable Module Overview
- Deleting an Accounts Receivable Customer or Marking Them as Inactive
- Emailing Statements to Charge Customers
- Entering a Credit Memo
- Entering a Debit Memo
- MyFleetCenter Overview
- Printing a List of Transactions (Debit Memos, Credit Memos, Service Charges, etc.)
Sales
- Sales Module Overview
- Closing Out a Sales Period
- Defining End of Period Reports
- Hazmat Fee Reporting
- Profitability: Definitions
- Profitability: Preparing to Set Up Profitability
- Profitability: Sales Goal for Period Formula
- StockTrac® ENTERPRISE and QuickBooks Integration Setup
Vendor Tracking
- Vendor Tracking Module Overview
- Adding a Vendor
- Creating Vendor Invoices
- Creating Vendor Statements
Inventory
- Inventory Module Overview
- Items Menu – Delete Discontinued Parts
- Items Menu – Move Superceded Histories
- Items Menu – Batch Input
- Items Menu – Edit Items
- Order Menu – Ordering
- Order Menu – Order Log
- Order Menu – Print Setup
- Order Menu – Setup Order Parameters
- Order Menu – Setup Ordering Profiles
- Reports Menu – Total Value of Inventory
- Reports Menu – WorkSheet
- Reports Menu – Committed Parts
- Reports Menu – Cross Reference
- Reports Menu – Cross Reference Labels
- Reports Menu – Global Reporting in Inventory
- Reports Menu – Global Batch in Inventory
- Reports Menu – View/Print Last Global
- Reports Menu – Setup Global Groups
- Setup Menu – Categories & Manufacturers
- Utilities Menu – Vendor Global Updates (feature coming soon)
- Finding a Part in Inventory
- Manually Adding a Part to Inventory
- Physical Inventory Procedure
- Updating Item Cost from Ordering
Employees
- Employees Module Overview
- Flat Rate Employees: How Commission is Earned on Billable Hours
- Making an Employee Inactive
Customers
- Customers Module Overview
- Combining Customers
- Customer Rewards Program
- Emailing Your Customers
- Exporting Customer Information
- Merging Customers from Two Shops
- Searching for New Customers That Came In During a Specific Time Period
- Setting Up a Charge Customer
- Setting Up a Tax-Exempt Customer
Utilities
- Utilities Module Overview
Pricing
Configuration
- Configuration Module Overview
- Adding Gift Card as a Payment Method
- Adding Your Logo to the StockTrac® Main Menu
- Adding/Changing a Shop Supply Charge
- Custom Settings in Configuration
- Defining the Credit Cards You Accept
- Email Set Up
- Enabling Follow Ups in the Customers Module
- MyFleetCenter Overview
- Return for Service Labels (Oil Change Stickers)
- Setting Up a Pre-Defined Discount/Promotion
- Setting Up Email (NEW)
- Setting Up Referrals
- Setting Up Tax-Exempt Profiles
- StockTrac® Integrations
- Using Tax Tables
General
- Backing Up Your StockTrac Data
- Changing the Accounting Date in StockTrac®
- Changing to a Different Security Level
- Getting Started with StockTrac® Enterprise
- How to Set Up Thinstuff
- StockTrac® Integrations
- StockTrac® Basic Terminology
- TireTrac Order Form
- Zebra Printer and Supplies Order Form
- Zebra Printer Specifications and Pricing
Franchise Specific
- Merlin – Chainwide Spreadsheet Manual Send
- Midas – StockTrac® to Comdata Process for National Fleet
- Midas – Changing a Row on the M2 Report
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