Self-Paced Training - Lesson 2
Lesson #2 – Setup MaxxTraxx with a Scott Systems Trainer
Learn about the MaxxTraxx Setup process using the Setup Checklist in the Getting Started Guide.
The second lesson in the MaxxTraxx Training Curriculum is about setting up your MaxxTraxx software for use. Whether on a demo/practice or LIVE version of MaxxTraxx, we recommend setting up the system to fit your current workflow including sales tax rate, labor rate, supply charges, etc. so you get a real feel of how MaxxTraxx generates invoices. Keep in mind that if you have a demo/practice version that you are setting up and entering data into, all the settings will be reset to their defaults once we “clear out” the practice data and/or load converted data from a previous program.
The Getting Started Guide (GSG) contains the Setup Checklist that includes all the features in MaxxTraxx that are to be setup to fit your shop workflow needs; some setups must be done prior to writing your first repair order if your are on a LIVE version of MaxxTraxx. There is a corresponding written procedure for each item on the Setup Checklist in the User Manual (see the details in parenthesis after each item).
The Setup process is an essential step to learn more about MaxxTraxx, the features available, and this is where you can customize the workflow to fit your shop. If you are using MaxxTraxx Express or Service, this setup process is fairly self-explanatory; however, if you are planning on using the inventory tracking and accounting features in MaxxTraxx Corporate, a Scott Systems Trainer may conduct a one-on-one telephone meeting with you to walk you through this Setup. There are many options in the setup that are essential to properly manage your inventory and financials, so we’ll ask you some specifics questions about your current shop workflow, inventory tracking, and accounting practices to be able to suggest some settings in the Setup to ensure proper tracking of parts and financial transactions.
