Do your customers ever ask you to re-print a list of invoices for them? This can be done by going to Repairs> Prepare Invoice> Update Invoice with the Customer PO Number. This screen allows you to generate a list invoices by customer or date and select which invoices to print – A useful tool for…Details
To help maintain a lean inventory, Part Managers can generate a report from the Generate Returns screen (Inventory> Just In Time Purchasing (JIT)> Generate Returns) to get a list of parts that have been sitting idle in inventory. Select a Warehouse, Supplier and product groups then indicate a number of items sold and a time…Details
Adding service programs to a work order has never been easier. When working on the Activities & Parts tab, you can add Service Programs without switching back to the Work Order tab! Just use the Assign Program button. This will open a pop-up that lists the available Service Programs. You can add them to the…Details
For shops that charge a shop supply rate to customers, remember to review this rate on a periodic basis. Your supply costs may change over time and the shop supply rate charged to your customers should reflect current rates. Go to Admin> Customer Information> Customer Shop Supply Rate to review your current charge rates. Never…Details
As previously mentioned, contact Support to inquire about how to scan documents directly to work orders.
Once our Support team has enabled this feature for your system, click here to download the scanning application. Install the application on your computer to complete the document scanning setup.
EMDECS software is a complete solution for heavy equipment maintenance management. Designed and refined over many years while working very closely with our customers, EMDECS offers the options and flexibility to help manage equipment maintenance from online repair orders, to parts inventory and ordering, rental modules and a full financial component for cost tracking. All…Details
This system has many useful functionalities and it may be necessary to restrict access for some users. Roles can be defined in order to limit control to sensitive areas of the system. Create a role that has limited access and assign users to it. Those users will be restricted to only the areas of the…Details
We believe in providing the best support possible for our customers. A crucial part of our customer support is our web conferencing service. This allows us to view and control external computer desktops to help us assist our customers. When talking to Support, we may prompt you to join a web meeting. The link to…Details
Here is a great method to help track the open work orders by service writer. Add each service writer as a WO Status (Admin> Service Repair Codes> Work Order Status). Then, use the Status field on the work order to attach the service writer’s name. Open work orders can be easily filtered by…Details
One of the most difficult aspects of managing an inventory is performing physical counts. Use physical count sheets to make the process more manageable (Inventory> Product Inventory> Physical Count). When printing physical count sheets, you have the option of separating each sheet based on item location. Within those locations, you can organize the content based…Details