Browsers

The RepairShopPro Browsers are provided for quick look-ups and selecting items for further actions.

History Browser

The History Browser provides a means for browsing a customer's service history or selecting customers and invoices for further actions. Once opened from the "File" menu, selecting a customer row from the top grid will refresh the bottom grid with the selected customer's service history. Then selecting a row from the bottom grid will refresh the associated invoice's service and problem descriptions. If you want to see the complete invoice in a new window, select the corresponding "View" button on the selected invoice row.

*Note: multiple invoice windows can be opened simultaneously for comparison purposes.

To search customers by last name begin typing in the "Last Name" box and the customer grid will refresh on every keystroke when it finds a match. To return the grid to all customers, select the "Refresh" button or clear the search box. To search for a particular invoice by number, type the invoice number in the "Search Invoice Number" box, then select the button to the right to begin the search.

The radio buttons on the top pane can be used to filter history by service type (All, Closed Services, Come-backs, Declined Estimates, Parts Counter Sales and Refunds).

To sort grids in ascending or descending order, click column header and the grid will refresh sorted on the selected column. Clicking again, reverses the sort direction.

The "Lkp" button next to each unique Customer\Service Item row allows the user to search a particular Customer\Service Item history. See Customer\Service Item Browser.

Browse All Working

The "Working Browser" lists all the currently open Service Requests, Parts Counter Sales, Estimates and Purchase Orders. It has the same basic function (identifying and opening invoices) as the Working Tree, but adds a lot more detail. Depending on the situation, buttons will appear in the grids allowing you to invoke a command or take further actions.

To search customers by last name, begin typing in the "Last Name" box and the customer grid will refresh on every keystroke when it finds a match. To return the grid to all customers, select the "Refresh" button or clear the text box.

The radio buttons on the top pane can be used to filter invoices by status (On-Time, Overdue, Due Today or some date range).

To sort invoices in ascending or descending order, click the column header and the grid will refresh sorted on the selected column. Clicking again, reverses the sort direction.

Service Items Browser

The Service Items browser is used for selecting Makes, Models and Years for further actions. One list serves as the selection criteria for the list to its right. For example, selecting a Make refreshes Models on the selected Make. Selecting Model, refreshes Years on the selected Model. In some cases, more than one year may need to be selected for a single Model. Such is the case when creating service item lists for tasks and parts. Once Make, Model and Year(s) are selected, select the "Add" button to capture the selections and you will be returned to where you began with the selections loaded.

To edit selected Model, select "Edit" button to open it in the Service Items Editor.

Parts Browser

The Parts Browser is used to add parts to invoices from inventory. On the Parts tab, typing CTRL+SHIT+F or selecting the "From Stock" button brings up the browser. Once visible, parts are added to the currently open invoice using the "Select" button on the corresponding row. Multiple parts can be added simultaneously by holding the CTRL key down while selecting rows, then hitting the ENTER key. The "Set Qty" button sets the selected part quantity. If the selection quantity is not set, it defaults to one. From the "Set Quantity" dialog, you also have the option to add parts with or without closing the browser. The "Edit" button is used to open a part for edit using the Parts Editor.

Selecting the "Refresh" button with no categories or suppliers selected retrieves the entire database which may take some time depending on the size of your inventory database. For faster processing, use the drop-down lists to sub-select by category and supplier. Once the list has focus, you can use the up/down keyboard arrows to navigate the lists and the grid will refresh on each keystroke.

To sort items in ascending or descending order, click the column header and the parts grid will refresh sorted on the selected column. Clicking again, reverses the sort direction.

To filter grid by service item, select "Filter Service Items" button. This will bring-up the Service Items Browser for setting the filter criteria. When you're done selecting, select the "Done" button and you will be returned to the form with the grid filtered on the selected criteria. To remove the filter, select the "Refresh" button or choose another category.

Selecting from the "Tasks" drop-down allows you to associate a labor task with the selected part(s).

To search a part description, enter a phrase in the search box, then use the search option drop-down to refine your search. Searches can be qualified by "Exact Match", "Begins With" or "Contains".

Task Browser

The Task Browser is used to add tasks to invoices from your Labor Library. On the Labor tab, typing CTRL+SHIT+F or selecting the "From Library" button brings up the browser. Once visible, tasks are added to the currently open invoice using the "Select" button on the corresponding row. Multiple tasks can be added simultaneously by holding the CTRL key down while selecting rows then hitting the ENTER key. The "Insert" button will add a task without closing the browser. The "Edit" button is used to open a task for edit using the Task Editor.

Selecting the "Refresh" button with no categories selected retrieves the entire database which may take some time depending on the size of your labor database. For faster processing, use the drop-down lists to sub-select by category. Once the list has focus, you can use up/down keyboard arrows to navigate the list and the grid will refresh on each keystroke.

To sort items in ascending or descending order, click the column header and the grid will refresh sorted on the selected column. Clicking again, reverses the sort direction.

To filter the grid by service item, select the "Filter Service Items" button. This will bring-up the Service Items Browser for setting the filter criteria. When you're done selecting, select the "Done" button and you will be returned to the form with the grid filtered on the selected criteria. To remove the filter, select the "Refresh" button or choose another category.

To search a part description, enter a phrase in the search box, then use the search option drop-down to refine your search. Searches can be qualified by "Exact Match", "Begins With" or "Contains".

Customer\Service Item Browser

The Customer\Service Item Browser is used to browse Customer\Service Item combinations in history. When a customer has multiple invoices and service items, use this tool to research specific instances. To open the browser, open the History Browser and select the "Lkp" button to research a unique Customer\Service Item combination. Selecting "Prev\Next Contact Record" navigates each change in customer info history. Selecting "Prev\Next Vehicle Record" navigates each change in the service item history.