Tutorials

Technical Support

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1. Installation

Installation instructions

Adding your WMI code

Uploading your previous data: when upgrading from a previous version

2. Set-up

Set-up wizard: enter your company information, model year, and sequence number

Set-up VIN calculation codes

Trailer Attribute/VIN codes

Selecting your label preferences

Setting preferences for MSO's: logo, signature, and warranty registration card

3. Administration menu

VIN calculation report

Assigning permissions to users

User defined fields

4. Models

Understanding the model window

Create a new model, open an existing model, duplicate a model, inactivate a model, search options

Creating a model template

How to create a model. Fields in the model window. NHTSA's definitions.

The model year field: where to edit the year

Choosing the model attributes: plant code, type of trailer, body type, length, axle configuration

Brake system and EWR Type

Understanding the weight section: GVWR, GAWR & shipping weight

What are the FedCert part numbers: selecting the correct label number

Tire rim and pressure measurements

Tires: "Same as front" or "None" options

Duplicating models

Model year change

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6. Vehicles

Vehicle list window

Create a new vehicles, open an existing vehicle, duplicate a vehicle, print or reprint labels, search options

Creating a vehicle

Turning a model template into a vehicle

What is a completed vehicle

What is an incomplete vehicle (when a VIN is not calculated)

Importance of the "FedCert Part ID"

User defined fields: storing additional vehicle information

Calculating the VIN

Creating a vehicle from the model template

Duplicate a vehicle

Invalid vehicle status

Vehicle changes: when they recalculate the VIN & when they don't recalculate the VIN

Vehicle reports: vehicle work order, production report, sold vs. unsold, tire ID report

7. Customers

Customer list window

Create a new customer, open an existing customer, duplicate a customer, search options

Accessing the customer window: customer list and sales windows

Creating a customer record: customer ID number

Dealer license number

Check box: "Print customer info on MSO"

Printing customer information on MSO's: requirements

Inactive status: what it does and how to change the status

User defined fields: storing additional customer information

Address types: billing vs. shipping address

Address label: importance of the field

Customer address: requirements, editing, inactivating address, entering multiple addresses

Customer report: sales history

8. Sales

Sales list window

Create a new sale, open an existing sale, search options

Creating a sale: information included in a sale, why is it required and the importance of the links

Linking the customer: accessing the customer window, adding or modifying a customer

Selecting a shipping address

User defined fields: storing additional sales information

Linking the VIN to the sale

Linking multiple vehicles to a sale

Removing a vehicle from a sale

Final purchaser information: what is this and why is it required

Printing and reprinting labels and MSO's from the sales window

Making changes to a sale: change the invoice or customer, voiding a sale

Sales reports: sales by date or sales by state

9. Printing labels and MSO's

Print label menu: printing a single label/MSO or batch printing multiple labels/MSO's

Label and MSO text alignment: utilizing the entire sheet, testing alignment, using X-Y offsets

Print status indicator

Reprinting a label or MSO

Printing customer and company information on the MSO

Labels - getting quality results

10. Back-up and Restore

Backing up your data

Restoring your data

5. Daily use of FedCert Suite: move through the software to see how the process flows

Inactive model status

Viewing the model template from the vehicle window

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