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44 Articles
What's New
Upcoming Release
22.12 What’s New
22.11.5 What’s New
22.11 What’s New
22.10 What’s New
7 Articles
Getting Started
Getting Started
Accessing the Main Menu
Information Entry Screens
Report Control Screens
Information Viewing Screen Format
15 Articles
Training Videos
Start of Day Video
End of Day Video
Bay Waiting Cashiering Video
Drive-Through Cashiering Video
GoDEX Sticker Printer Training Video
2 Articles
General
Glossary
LubeSoft® Menu Options
2 Articles
Care and Use of Your Computer Equipment
Understanding Your Equipment
Receiving Your Equipment
4 Articles
Store Audit and Disaster Preparedness Resources
POS Audit and Disaster Preparedness Checklist
Basic Store Review/Audit using LubeSoft and ISI Central Reports
Basic General Store Audit at a Physical Store
Basic POS Audit at a Physical Store:
3 Articles
Computer and Operating System Basics
Login Procedures
Logout Procedures
Turning the Computer Off (Controlled Shutdown)
25 Articles
System Setup
System Setup Menu
Setting Up Printer Controls For Laser Printers
Setting Up Printer Controls For Dot Matrix Printers
Setting Up Screen Colors
Setting Up Key Programming
29 Articles
Lubrication Setup
Using the Lubrication Menu
Lubrication Setup Menu
Accessing the Lubrication Basic Setup Menu
Setting up the Center Control File
Setting Up Checkpoints
80 Articles
Inventory
Inventory Menu
Using the Inventory Menu
Using the Activity Menu
Receiving Inventory
Selling an Item Out-of-Stock
68 Articles
Invoicing
Refunds
ACES ESM Vendor Mapping List
ACES ESM Parts Information for LubeSoft
Invoicing Menu
Using the Bay Invoicing Station
25 Articles
Customer Service
Customer Service Menu
Using Maintain Vehicle History
eXact Postcard Reminder Program
Setting Up Tax Exempt Customers
Merging Vehicle History
20 Articles
Employee
Employee Menu
Setting Up Employees
Setting Up Employees (Limited)
Changing an Employee ID
Using the Employee Reports Menu
12 Articles
Start/End Day
Start/End Day Menu
Starting the Day
Ending the Day
Chain of Events for Daily Closes
Closing the Till During the Day
9 Articles
Lubrication Reports
Lubrication Reports Menu
Using the Financial Reports Menu
Using the Statistics Report Menu
Setting Up Statistics Sequences
Setting Up Statistics Columns
12 Articles
Lubrication Utility
Lubrication Utility Menu
Information About Reindexing
Reindexing All Vehicle Files
Reindexing Active POS Files
Reindexing All Other POS Files
18 Articles
Marketing
Setting Up Marketing Security
Using Maintain Vehicle History
Marketing Menu
Using Manually Controlled Printing
Advanced Postcard Manual Printing
106 Articles
LubeSoft Reports
Account List
Activity by Vehicle Report
Adjustments Report
Bar Graph
Barcode Report
41 Articles
Data Sharing
Using the Outside Communications Menu
Reading Incoming Reports
Setting Up Communications Controls
Setting Up O.I.L. Reports
Setting Up Wireless Reports
14 Articles
Integrations
9 Articles
QuickBooks
QuickBooks Interfaces
Setting Up LubeSoft® to Use With QuickBooks Pro
Setting Up LubeSoft® to Use With QuickBooks Online
Setting Up a QuickBooks File Destination
Setting Up QuickBooks to Use with LubeSoft®
Third Party Software Policy
Using PuTTY
Protected: ISI-Carfax Training Guide (January 2021)
Configuring your wireless network
Connect your iPad or iPhone to your wireless network
6 Articles
Estimating
Using the Enter Estimate Information PopUp
Printed Estimates
Estimate Revision Log
Invoice with Estimate
Setting Up Your System to Use the Estimating Functionality
13 Articles
Purchase Orders
Use and Functionality of the ISI Purchase Order Module Video
Setting Up Your System to Use the Purchase Order Module
Getting Around in the Purchase Order Module
Using the Purchase Order Module
Creating a Manual Purchase Order Worksheet
7 Articles
Thermal AutoSticker
Initializing the Thermal Printer
Using Thermal AutoSticker®
Setting Up Thermal Printer Operations
The Thermal AutoSticker Format
Setting Up the Thermal AutoSticker Message
