Editors

The RepairShopPro Editors are the front-end interfaces to their associated databases.

Parts Editor

The Parts Editor is the front-end interface to the parts database. It provides a means for adding, editing, deleting and searching your parts inventory. In the top pane are the part data fields and in the bottom pane is the line items grid. There is a many-to-many relationship between categories and suppliers. In other words, one category can have many suppliers and one supplier can have many categories.

To maintain data integrity, part numbers are unique to a single supplier, but the same part number can be used across multiple suppliers. When a part number, price, cost or description is changed, a before edit copy is created for backward compatibility with invoices that may be referencing it. Then the existing stock is rolled forward to the new stock number and the old version becomes "Old Stock" and new version becomes "Current Stock".

To retrieve parts for edit, select a Category\Supplier combination and the parts grid will refresh with a new result set. Selecting the "Refresh" button will re-query the grid on the selected Supplier and Category. When no Category or Supplier is selected, the entire database is retreived which may take some time depending on the size of your database. To edit a record, select the row edit button or double click and the row will turn red indicating it is in edit mode. The row edit buttons will then read "Save" and "Cancel" forcing you to complete or cancel the edit. Next, edit part fields then select "Save" to commit change or "Cancel" to roll-back change. The row will then revert back to blue putting it back in read-only state.

To add new parts, select the "Add" button and fill-out the part data fields. Then select "Save" or "Cancel" button to commit the insert.

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

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

To edit Category or Supplier detail, use the image buttons next to the associated field captions.

To search a part description by text or phrase, use the parts search option. Searches can be qualified by "Exact Match", "Begins With" or "Contains".

The "BC" button will print a barcode label with the item stock number encoded. The "Pic" button enables you to upload a part picture.

Service Items Editor

The Service Items Editor is the front-end interface to the Service Item database. It provides a means for adding, editing, deleting and searching Service Items. To edit a service item, put the editor in edit mode by selecting the "Edit" radio button. Next, select a Make and the list will refresh with all Models for the selected Make. Next select a Model, and the Years list will refresh with all the available years for the selected Model. At this point the Service Item is loaded and ready for edit. Edit the Service Item data fields then select the "Save" button to commit the change.

To add a new Service Item, put the editor in add mode by selecting the "Add" radio button. Next, edit the Service Item data fields then select the "Save" button to commit the insert. After a succesful insert, you will be prompted to select a next action.

* Note: When the "Add New Service Items to Database on Save" option is checked under the "Other" tab in Global Settings; new Service Items are automatically added to the database.

Tasks Editor

The Tasks Editor is the front-end interface to the Labor database providing a means for adding, editing, deleting and searching labor Tasks. In the top pane are the Task fields and in the bottom pane is the Tasks grid.

To retrieve Tasks for edit, select the Task Category of interest and the grid will refresh with a new result set. Selecting the "Refresh" button will re-query the grid on the selected Category. When no Category is selected, the entire database is retrieved which may take some time depending on the size of your database. To edit a Task, select the row edit button or double click and the row will turn red indicating the row is in edit mode. The row edit buttons will then read "Save" and "Cancel" forcing you complete the edit. Next, edit the Task data fields then select the "Save" button to commit the change or "Cancel" button to roll-back the change. The row will then change back to blue putting it in read-only state.

To add tasks, select the "Add" button then fill-out the Task data fields, then select the "Save" button or "Cancel" button to commit the insert.

To associate parts with Tasks for creating Service Packages, select a Task in the top pane, then select "Add Parts to Service Package" button on the bottom of the form. Next, select a parts list from the Parts Browser. When the focus is returned back to the parts grid, you can edit the part quantities. Now when this task is added to an invoice, its parts list travels with it saving you time typing and re-typing the same parts list.

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

To filter the current grid by Service Items, select "Filter Service Items" button. This will bring-up a dialog for setting your filter criteria. When you're done selecting, select the "Done" button and you will be returned with the Tasks grid filtered by the selected criteria. To remove the filter, select the "Refresh" button or choose another category.

To edit the Task Category detail, use the image button next to the associated field caption.

To search a task description by text or phrase, use the search option. Searches can be qualified by "Exact Match", "Begins With" or "Contains".

Category and Employee Editors

The Category and Employee editors are the front-end interfaces to their associated databases. They all work the same way. To edit a record, put the editor in edit mode by selecting the "Edit" radio button, then select the record of interest from the drop-down list and the data fields will refresh. Edit the data fields then select the "Save" button to commit the change. To add a new record, put the editor in add mode by selecting the "Add" radio button, then complete the data fields and select the "Save" button to commit the insert.

* Note: An employee can be removed from the system by selecting the "De-activate" button on the Employee Editor. However, this does not delete him from the system, instead it only hides him from participating in further actions. When an employee with open Tasks is de-activated, the user is prompted to transfer his Tasks to another employee.

Type\Sub Type Editor

The Model Type\Sub Type Editor is used to subdivide Service Items into Types, then Types into Sub Types. Use this tool for categorizing your Service Items. New Types are added by selecting the "plus" button to the right of the "Model Types" drop-down list. When the list changes to a text box, fill in the name of a new Type and hit the save button. To add Sub Types, select the parent Type from the drop-down list, then select the "Add Sub Type" button below the grid. Fill-in the Sub Type name in the textbox, then hit save. The new Sub Type will then be added to the grid as a child of the currently selected Type. To edit an existing Type, overwrite its name in the drop-down list, then hit the "Save" button. To edit a Sub Type, select the corresponding edit button in the grid, then update its name in the textbox. Hit the "Save" button on the grid row to commit the change.

Invoice Section Editor

To set the content of a User-Defined Service Agreement or Invoice Footer, choose the appropriate sub-menu from the "Invoice Sections" pad under the "Editors" menu. When the editor appears, enter the content text using spaces and tabs to format lines and sections. To see how it looks in production, select the "Preview" button. To set as the default for new invoices, check "Apply" (footers) or select "User Defined" (service agreement) from the drop-down list. Next, select the "Save" button to commit the change.

*Note: Default footers and service agreement can also be set in Global Settings.

Supplier Editor

The Supplier Editor is the front-end interface to the Supplier database. Here is where you will catalog your Suppliers. To edit a record, put the editor in edit mode by selecting the "Edit" radio button, then select the Supplier of interest from the drop-down list and the data fields will refresh. Next, edit the Supplier data fields then select the "Save" button to commit the change. To add a new record, put the editor in add mode by selecting the "Add" radio button, then fill-out the Supplier data fields. Next, select the "Save" button to commit the insert.

The other tabs are used to track Purchase Orders: