Estimate/Repair Order/Invoice Validations

Validations provide warnings to alerts users about missing data; things such as Written By field being blank, errors with mileage entered, items with no technicians assigned and so forth. The display of specific warnings, for the EST/RO stage or INV stage, is determined by the checkboxes found within these Validation tabs. When printing an estimate or repair order the system checks for any missing information. Before your print request is processed, you’ll be presented with a dialog box displaying a warning, and in many cases, the opportunity to correct any information before printing. You can also press enter to bypass these warnings and proceed to print stage if needed. By default, all these validations are enabled. Our standard advice is to review them and leave all of the boxes checked; you may however change this to fit your needs.

To change Estimate/Repair Order Validation settings:

1. Select Estimate/RO Validations from the Shop Data Setup table (which is available from the Setup menu).

The Estimate/RO Validations panel displays. The function of each setting is clearly explained in its respective title.

2. Toggle warnings as desired.

3. Select Done to save your entries and exit.

Invoice Validations

Before you can print an invoice, Manager checks for missing information. All checks for missing information must be completed before you are able to print. The Invoice Validations panel is where you will select/deselect the individual checks that you want Manager to conduct before printing an invoice.

To change Invoice Validation settings:

1. Select Invoice Validations from the Shop Data Setup table (which is available from the Setup menu).

The Invoice Validations panel displays. The function of each setting is clearly explained in its respective title.

2. Toggle settings as desired.

Select Done to save your entries and exit.