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  • Review the switches in the Main System Parameters and change the settings as needed (SSM). Switches 4, 9, 15, 21, 22, 23, 31, 33, 34, 38, 39, and 40 specifically pertain to work orders. Recommended
  • Review the switches in Misc Parameters I and change the settings as needed (SSI, Miscellaneous I tab). Recommended
  • Review the System Codes and add or change the user-defined work order codes as needed (SSY). Optional-predefined codes are available for use.
  • Review the User Defined Buckets and add or change the user-defined costs as needed (SSI, Miscellaneous I tab). Optional
  • Review VMRS codes and add or change the job codes as needed (MRM) refer to "VMRS Codes". Optional-predefined codes are available for use.
  • Add employee/mechanic records (MMM) refer to "Employees." Recommended-although you can use non-file mechanics, adding mechanics records is quick and easy and saves time in the long run.
  • Add part records (MPM) refer to "Adding a Part." Optional-you have the option of adding parts "on the fly" as they are posted on work orders. Needed only if you're using the Part Inventory module to track inventory.
  • Add tire records (MTM) refer to "Adding a Tire." Needed only if you're using the Tire Inventory module to track inventory.

The Procedure:

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  • Add work orders and work order lines (jobs).
  • Post transaction costs (parts, labor, tires, etc.).
  • Close work order when all jobs are complete.

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