Contact
Us Tracker
Svc & Support 800-543-8085 Tracker
Training Scheduling Maria Riley (407)
215-1504 www.trackeronline.com Manheim
Interactive Service and Support 800-377-4343 Joe
Luppino, COO (404)843-7955 Manheim
Auctions Dean Eisner, CEO (404) 843-5140 Darryll
Ceccoli, COO (404) 843-5215 Kyle Ohman Group VP, Dealer East (404)
269-7265 David Berkstresser Group VP, Dealer West (480) 377-8677 |
When Should I Create a Company, and When Should I Create a Lot?
When to create a company:
- When you need a different set of defaults, be it late fees, interest calculations, anything that is a global default (affects all deals).
- Companies also are useful when you actually have more than one company, so you can print out the right name on forms and reports.
- Keeping completely separate set of books is required.
When to create a lot:
- When you are trying to separate sales and inventory in different location. Location #1 and location #2 have different inventory and you want to keep their customer's separate.
- The company's name is the same, and you both use the same Interest Calculations, Late Fees, etc.
- When you want to report on all lots, but still be able to split out sales and inventory by location.
Always be careful when using multiple lots or companies. Always remember to switch back, or check which company/lot you are in before entering sales. This is especially important when using Tracker across a network, you may not have changed the lot, but someone else may have.
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