Additions to Accounting Screen V16

Additions made to Accounting Screen in ITrack: Double-clicking SO and WO accounting entries now correctly open the corresponding document. Auto-complete support for the account filter. The user can look an account up by either name or number. Activity detail page now shows GL transaction id and context. Also, the color alternation now alternates by the transaction. A number of footer totals …

Customer Spotlight

Q&A with Ryan Hochmiller of Active Truck Parts Who founded the company? My grandfather John E. Hochmiller started the company in 1976.  Partners in the business include my Grandma Elea, and my Dad, John Hochmiller Jr.  John Sr. and Elea have passed away within the past few years, and John Jr. is now the sole owner. How many years have you been …

CRM Integration

Our most recent CRM integration was Pipedrive, below we explain CRM’s, the importance of them for your sales team and how an integration will benefit your business. CRM Explained A CRM’s primary purpose is to organize, track, and manage all of your customer information, activities, and conversations. This helps your sales, marketing, and customer service teams better understand your customers. In …

Customer Spotlight

SpecialtyTruck Parts An Interview with Brian Stanton from Specialty Truck Parts Who founded the company? Al Davidson and Joe Sweet started Specialty Truck Parts Inc. in 1959.  Al Davidson’s father, Sol Davidson, had founded Acme Truck Parts in Stockton in 1923, and later decided to branch out to San Jose.  Al and Joe bought Specialty Truck Parts, an existing business …

Avery Labels

ITrack Pro, you can print customer address labels, inventory labels, and location labels on the 5160 Avery Label size. ITrack Enterprise, currently, only customer address labels are available.  But more reports are possible. The images below showcase how to print labels from the customer, inventory and location screens.      

Credit Summary Report

Coming soon to ITrack Enterprise: Improvements to the Credit Summary report! – Date range is no longer limited to 12 months. You can select any range you’d like. – Added “Weighted Average Days To Pay”, which takes Sales Order amount into consideration. – Added more informational fields, including Default Salesperson, Customer Type, Phone Number, Email, and document identifiers and dates. …

Change in Enterprise Support Policy

In the past, our support group has fulfilled requests to void documents in ITrack Enterprise. In the interest of helping our users meet GAAP (Generally Accepted Accounting Principles), we now recommend users create correcting documents instead. Correcting documents create a “paper trail” for accounting staff. This helps them more easily trace discrepancies and report values to investors. Occasionally a company …

Rotate Your Photos Correctly for ITrack

You took your pictures. You loaded them on your computer. You put them in ITrack. They looked like this. You look at it in Windows and it looks just fine. You shake your fist. You get another cup of coffee. You open the picture and rotate it. You put the rotated picture in ITrack. Now it’s turned the otherway! (@#$&%!) …

Enterprise Edition Tags

Coming soon to ITrack Enterprise, Serial Numbers will be displayed below the barcode along with Tagnumber if the setting to display tag below tear off is enabled. This will allow for easy part identification using only the bottom tear off from the tag. If you prefer not to see this information or aren’t using perforated tags, just disable the setting …

How to Void a Doc in ITrack

How to void a document Open the document on its respective screen. You can find a document via the Transaction List Screen (Enterprise), also, many relevant documents can be found on the Home Screen (Enterprise). And you can always open up a document’s usual creation screen and type in its document id. Once the document is open, click the “void” …