The Auto flavor of Vision is fully integrated with the Yes Management System from Pace Software, Inc. Yes is software used by general repair shops, service stations, tire stores, tune-up shops, air conditioning shops, parts stores, or any other service business. In an integrated service shop environment, Yes produces the service ticket (including parts and labor) and provides additional service shop management functions; in addition, it commits inventory from a Vision warehouse in your enterprise. Customers, A/R, and purchase orders are exchanged between Vision and Yes.
For more information on the Yes Management System from Pace, visit http://www.pacecomputer.com.
To better understand how Vision is fully integrated with the Yes Management System, review the following frequently asked questions and their corresponding answers.
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What do I need to have set up in Vision before it can be fully integrated with the Yes Management System? |
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Before the system can process service shop tickets, you should have your company's company, customer, product, vendor, and warehouse data already set up in Vision. In addition, some additional maintenance is necessary. For details, refer to Initial preparation for integration with a service shop management system. |
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What happens if I change customer data, for example, in Vision? How do I keep data in Vision in sync with the data in my Yes Management System? |
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Click the Refresh button in the Yes Management System. Doing so updates the data in your Yes Management System with the data in your Vision system; it also updates the data in your Vision system with the data in your Yes Management System. |
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What if a product has alternates set up in Vision? Are the alternates offered in the Yes Management System? |
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Alternates set up for a product serve as recommendations to customer service reps when they are entering orders for that product on the Customer Service tab in Vision; if the product is not in stock or does not have sufficient on-hand quantity for the order, a customer service rep can avoid adding that product to the order and instead add an alternate. If a product has one or more alternates established in Vision, the alternates are listed whenever a search is conducted for that product in the Yes Management System. The Alternates screen on the Product Management tab in Vision is where you add and remove alternate product suggestions for a product. For more information, refer to About Alternate and Companion products. |
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What is a superseding product and what happens if a product has a superseding product set up in Vision and that product is placed on a service shop ticket in the Yes Management System? |
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Sometimes a manufacturer changes a product number or a new product is replacing an existing product. Vision enables you to specify that the product that has the new product number should supersede the product that has the old product number. Then when you run out of the product with the old product number and try to add it to a new order on the Customer Service tab, the product with the new product number is added to the order instead. Two types of superseding products are available: interchangeable and non-interchangeable. To understand the difference, let's consider two different examples and their results:
However, if customers order 123, they will receive ABC if quantity is available.
However, if customers order 456, they will always receive 456, regardless of the inventory level of DEF. Typically, superseding products are not interchangeable. If a product has a superseding product set up in Vision, superseding rules are used when that product is placed on a service shop ticket in the Yes Management System. The Main screen of the Product Management tab is where you specify a superseding product and indicate whether or not it is interchangeable. Only one superseding product can be set up for a product. For more information, refer to Specify a superseding product. |
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What happens if a product placed on a service shop ticket is a stock or temporary product in the service shop but no quantity is available? Can line item sourcing be used? |
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Yes, you can source all or part of the line item from one or more of your warehouses. The Yes Management System displays a list of warehouses that (1) are set up in your Vision system and that have an inventory class of sellable inventory and (2) have available quantity of the product. The Yes Management System allows you to select a warehouse to obtain the product; a sourcing transfer order is generated automatically, and the pick ticket is printed. If part or all of a line item is to be sourced from an outside vendor, the sourcing purchase order is created during End-of-Day processing in the Yes Management System. For more information about line item sourcing in Vision, refer to Overview of line item sourcing. |
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Is an accounts receivable record created in Vision for service shop customers who want their service shop charges put on account? |
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Yes, an accounts receivable record is created in this scenario. It is recorded as an invoice; you can look up this sort of accounts receivable record on the Recent Transactions screen on the Customer Service tab in Vision. For more information, refer to Look up invoice information. |