Navigating Your NAPA TRACS Program

The NAPA TRACS interface is in many ways similar to what you use every day on your personal computer. Use the information in this section to learn how to navigate the NAPA TRACS application.

NAPA TRACS Screen Navigation

You access information and perform tasks and functions using the TRACS menu and the menu bar at the top of the screen. You can also click on an action from the TRACS Rail on the right side of the screen.

TRACS Menu: Select an item on the TRACS menu to display a cascading list of selections. Move your mouse pointer to the option you need and click to select it.

TRACS Menu Bar: Each of the icons in the TRACS menu bar represents a quick-access option to a specific action or program.
TRACS Rail: The TRACS Rail is a vertical set of action buttons that changes depending on the screen displayed. The TRACS Rail action buttons are specific to the task being performed.

NAPA TRACS Menu

The following table describes the File menu commands and sub-menu commands:

Menu	Command	Sub-Menu Command	Function
File	New
		Account	Add and maintain accounts

		A/R Transaction	Add and maintain A/R transactions
		Bay	Add and maintain service bays
		Category	Add and maintain categories
		Credit Card	Add and maintain accepted credit cards
		Customer	Add and maintain customers
		Email	Add and maintain Email
		Email Template	Add and maintain Email templates
		Employee/Technician	Add and maintain employees and technicians
		Estimate	Add and maintain estimates
		Item	Add and maintain items and sub-items
		Labor Rate	Add and maintain labor rates
		Manufacturer	Add and maintain manufacturers
		Purchase Order	Add purchase orders
		Stock Order N/A	Use Activities > Create Stock Order
		Tax Class	Add and maintain tax classes (rules)
		Vehicle	Add customer vehicles
		Vendor	Add vendors
		Zip Code	Add zip codes to all shops

Setup	N/A Parts Tires N/A N/A	Display the Preference and Lists settings
Import		Import parts from an Excel spreadsheet
Backup		Backup TRACS data
Locks		Document Locks
Exit		Close TRACS

The following table describes the Search menu commands:

Menu	Command	Function
Search
	Work Order by Number	Find a specific work order number
	Work Orders	Displays the Work Order List
	Customers	Find customers
	Vehicles	Find vehicles
	A/R Transactions	Find customer transactions
	Items	Find items and sub-items
	Purchase Orders	Find purchase orders

The following table describes the List menu commands:

Menu	Command	Function
List
	Account	Add and maintain accounts
	Bay	Add and maintain service bays
	Category	Add and maintain categories
	Charge Options	Add and maintain preferences and lists
	Credit Card	Add and maintain accepted credit cards
	Customer	Add and maintain customers
	Employee/Technician	Add and maintain employees and technicians
	Item	Add and maintain items and sub-items
	Labor Rate	Add and maintain labor rates
	Manufacturer	Add and maintain manufacturers
	Pricing Profile	Add and maintain pricing profiles
	Tax Class	Add and maintain tax classes (rules)
	Vehicle	Add customer vehicles
	Vendor	Add and maintain vendors
	Zip Code	Add zip codes to all shops

The following table describes the Activities menu commands:

Menu	Command	Function
Activities
	Create New Estimate	Create an estimate for a customer
	Create New Appointment	Create an appointment for a customer
	Create New Customer	Create a new customer
	Create Purchase Order	Create a new purchase order.
	Create Stock Order	Stock orders allow you to replenish stock as needed.
	Receive Purchase Order	Mark purchase order as received.
	Costing	Review invoices that have zero costs or labor with no technician assigned and add cost and technician name.
	Receive Payment	Receive payment from customer in A/R
	Recommended Service Dashboard	Lists past due, due within 45 days, and due later than 45 days.
	Managers Dashboard	Lists uninvoiced, voided, overwritten, and canceled work orders.

	Schedule	Schedule appointments
	Emails	Add and maintain Email

	PROLink Catalog	Add and maintain labor rates
	Flatrate Estimating	Display the Labor Guide
	Epicor Catalog	Display the Epicor catalog
	PROTire Catalog	Display the PROTire catalog

	Apply Finance Charges	Apply finance charges to a specific date.
	Unapply Finance Charges	Unapply finance charges to a specific date.

The following table describes the Workstation menu command:

Menu	Command	Function
Workstation	Workstation Printer Setup	Set up default printer and printers to use for specific reports.
	Change Shop	Display another shop
	Logoff/Logon	Log off current session and log in to new session

The following table describes the Windows menu command:

Menu	Command	Function
Windows	Window name	Display another open NAPA TRACS window

The following table describes the Help menu command:

Menu	Command	Function
Help	TRACS Online Help	Display this Help system
	Send this Workstation Log to TRACS Support	Sends workstation log to TRACS Support
	Send TDS Log to TRACS Support	Sends TDS log to TRACS Support
	Release Notes	Displays the current release notes for enhancements and fixes
	About	Display the current NAPA TRACS software version

NAPA TRACS Menu Bar

The following table describes the menu bar icons. Hover your mouse over the icon in the application to display a description.

Icon	Description
	New Estimate - Creates an estimate for a customer. You can also click Create New Estimate from the Activities menu.
	Work Order - Search for orders that are in the Estimate, Repair Orders, Completed, Invoices, Canceled, or All status. You can also click Work Order by Number or Work Order from the Search menu.
	Schedule - Access the appointment calendar for your shop. You can also click Create New Appointment from the Activities menu.
	Customers - Search for a specific customer or group of customers. Use the special search characters to control the results of your search. You can also click Customers from the Search menu.
	Vehicles - Search for a specific vehicle or group of vehicles. You can use the special search characters to control the results of your search. You can also click Vehicles from the Search menu.
	Purchase Orders - View purchase orders that are in the Not Ordered, Ordered, Received, or Canceled status. You can also click New from the TRACS Rail, or click Create Purchase Order from the Activities menu.
	Accounts Receivable - Access the Customer Account History screen where you can view outstanding balances on customer accounts. You can also click A/R Transactions from the Search menu.
	Items - Search for a specific item or group of items. You can use the special search characters to control the results of your search. You can create a new item by clicking New from the TRACS Rail. You can also click Items from the Search menu.
	NAPA PROLink Catalog - Opens a fully-functioning NAPA PROLink application within a NAPA TRACS window. See your PROLink reference information for instruction on using PROLink. You can also click PROLink Catalog from the Activities menu. Note: The PROLink catalog in this version of NAPA TRACS replaces the local parts catalog associated with previous versions of NAPA TRACS.
	Flatrate Estimating Guide - Access the labor estimating guide. You can also click Flatrate Estimating from the Activities menu.
	NAPA TRACS Reporting - Access and print NAPA TRACS reports.
	PRODemand Catalog
	PROTire Search
	Carroll Tire Catalog
	Epicor Catalog
	TRACS Online Help - Displays the online help for TRACS.
	Settings (Key and Gear) - Access the NAPA TRACS Preferences and Lists settings. You can also click Setup from the File menu.
	Exit - Close NAPA TRACS. You can also click Exit from the File menu.

NAPA TRACS Pop-up Menu

Pop-up menus are available from certain NAPA TRACS screens. These pop-up menus contain additional functionality specific to tasks and functions available from a particular screen in the application. Perform a right-click to display a pop-up menu.

Sizing the Windows

You can quickly control the size of the NAPA TRACS window by clicking the Minimize or Maximize buttons in the upper right corner.

Note: You can only view one NAPA TRACS window at a time, so you may need to enlarge the window to view all the options for a specific NAPA TRACS function.

Click the Maximize or Minimize buttons in the upper right corner to resize the window.

Special Search Characters

Use special characters to create powerful searches for data within the NAPA TRACS program. The following table describes the special character and its related function.

Character	Function	Example	Result
>	Greater Than	>0	Values will be 1 and higher
<	Less Than	<0	Values will be -1 and lower
=	Equal To	=1	Value will be 1
=>	Equal To or Greater Than	=>1	Value will 1 or higher than 1
=<	Equal To or Less Than	=<1	Value will be 1 or lower than 1
<>	Not Equal To	<>1	Value will be anything other than a 1
:	Within Range	01/01/2011:12/31/2011	Value will be anything between and including the beginning and ending numbers or letters
\|	Or Statement	Bob\|Robert	Value will include either name
*	Wildcard	1	Value will include anything with a 1; use the wildcard in front of the 1 to find anything that starts with a 1