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DirectStep Customer Support Tips

 Tip #29—Maintaining Proper File Sizes on DirectStep
This Month’s Tip is for any user that sells Kit Part Numbers.  There is now a way to suppress printing components on Quotes, Picking Tickets and Packing Slips.
 Tip #28—DirectStep™ 2008 Plain Paper Forms
This Month’s Tip is to notify users that all DirectStep plain paper forms are now available on the Aftersoft Network Support Website.
 Tip #27—Maintaining Proper File Sizes on DirectStep
This Month’s Tip is a reminder for System Administrators to monitor their DirectStep file sizes once a month and the consequences for not doing so.
 Tip #26—COMPARE.PRICE Utility
This Month’s Tip is for any user that wants a way to compare pricing for separate companies and print any differences in prices between those locations.
 Tip #25—Add Restricted Access To Vendor Information
This Month’s Tip is to let users know about a new field added to the Company Access/Display Setting screen that restricts Account logins from viewing Vendor related information by specific locations.
 Tip #24—Auto Reprice Functionality
This Month’s Tip is to introduce users to new Install Flags that allow a system to automatically reprice a Quote and/or Invoice in POS Entry.
 Tip #23—Printing Text Files without specifying Location
This Month’s Tip is to introduce users of the ability to automatically print text files to a specific folder and file name.
 Tip #22—Multiple Volume Discount Codes
This Month’s Tip is just a review of the Volume Discount Code Utility in POS Maintenance and changes made since version 5.0.
 Tip #21—POS Entry Commands - DL, LP and D
This Month’s Tip is just a reminder of some POS Entry commands that many users may have never used simply because they did not they even existed.
 Tip #20—Auto EOD Utility
This Month’s Tip is for any user that would like to "automate" the EOD process.
 Tip #19—Component COPY Command
This Month’s Tip is for any user that has Kit or Assembly Part Numbers.
 Tip #18—Invoice Download Utility
This Month’s Tip is for any user that needs a way to export specific invoice sales data by Line/Class/Part Number for a range of dates.
 Tip #17—Master-Slave Accounts and Part-History File
This Support Tip deals with making sure the PART-HISTORY file is updated once an existing customer that used to be a Master Account becomes a slave to another master account. Most users just slave a master but they don't do anything about correcting the PART-HISTORY file.
 Tip #16—Never delete a Line/Class Code after use
This Support Tip is to remind users never to delete a Line/Class Code that has been used on your system unless the Line/Class Information Change Utility has been run. The reason for this is if there are sales and/or purchasing data related to that Line Code/Class then your reports would not match.
 Tip #15—Line Code Performance Report – Turns and GmRoi Calculation
This Support Tip will show members of the upper management team how to review inventory turns and GMROI for analysis purposes. It gives specific details on how DirectStep calculates each figure.
 Tip #14—Accuterm Print Capture
This Support Tip can be used by any DirectStep user and will assist in exporting data to your local drive instead of to the server for easy retrieval and use.
 Tip #13—ROA Entry Options
This tip will assist your AR personnel in posting AR Receipts quickly and easily. It allows an easy way of finding and clearing specific reference numbers without the need to page endlessly looking for information.
 Tip #12—Customer Part Number Sales Analysis Tracking
This support tip highlights the Customer Part Number Sales Analysis Report. This is the only menu report in the system that displays information by customer and by part number. There is some setup required for this report to work and this tip will show you exactly what to do.
 Tip #11—Part Image Display Program
This month's Support Tip shows the expanded capabilities of the Part Image Display program available on Service Pack 3 within Part Inquiry and POS Entry. This Support Tip would be most relevant for the Point-of-Sale Users
 Tip #10—Menu Security
This Tip Focuses on Menu Security options and password protecting areas of your system. This Support Tip would be most relevant to IT and Executive Departments.
 Tip #9—Accuterm: Print to Screen
This Tip will walk you through how to adjust your Accuterm settings so you can view previous pages while printing a report to your screen...
 Tip #8—Accounts Receivable End-of-Month History Clean-Up
Are you running the AR End-of-Month (EOM) History Clean-Up Process that is recommended when the month end is closed for receivables? It is imperative that this process is run....
 Tip #7—Deposit Refund Procedure
This procedure has been written to handle customer deposit refunds that take place in the Point-of-Sale (POS) module in DirectStep. It also shows what takes place, accounting wise, in DirectStep...
 Tip #6—End of Day/End of Month
The Support Desk has received calls from customers recently that have had data corruption problems after attempting to run an End-of-Day (EOD) or End-of-Month (EOM) process via Accuterm from their home PC...
 Tip #5—Shortcuts & Helpful Hints
Jumping, Help Pages, Printing, Pushing a Level and
Restocking Charges...
 Tip #4—Getting Good Backup’s
Good tape backup procedures are one of the most important steps of maintaining your DirectStep server system. Below are some recommendations and guidelines that will help ensure that you have a good backup in the event it is ever needed...
 Tip #3—PO EXPORT
The purpose of PO Export is to create a text file of POs that can be viewed, manipulated and queried on outside of the DirectStep™ system. This is especially useful when vendors require their orders to be emailed....
 Tip #2—Closing the End of Year
Procedures for closing the year for the Accounts Receivable module are not any different than closing AR during a regular End of Month (EOM). The system knows, based on the setup of your company, that the month you are about to close is your 12th month and that it needs to perform the year-end at this time in addition to closing the month...
 Tip #1—EOM/EOD Backup tape
This new EOM/EOD Backup tape procedure will make sure that your backup tapes are utilized more efficiently. This new procedure consolidates a two-step process into one step....

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