Shop Switcher
For Multi-Shop groups, the Shop Switcher organizes and maintains the
different groups and shop information. In a multi-shop group, one shop
is designated as the "home" shop. Once the group is set up,
you can switch to a different shop at any time.
Multiple shop groups are initially set up in the Shop
Information tab.
To set up a multiple shop group - main shop
- Click More , then Configuration . The Shop Setup,
Shop Information
tabs are open by default.
- Click Multiple
Shop Group check box. The MultiShop Setup dialog box appears.
- Select This
Shop Leads a Group.
- Enter a Group
Name.
- From the shops listed,
select the shops to be included in the group.
- The Group
ID and Level fields populate
automatically.
- Click Update
to save the information.
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Adding, Editing, and Deleting Shops
Adding, editing, and deleting shops are all done in the Shop Switcher
tab.
To add shops to a multiple shop group
- Click More , then Switch Shops
. The Switch Shops tab appears.
- Click Add.
- Enter your Username and
Password, then click OK.
- The Add
A Shop dialog box appears
- Enter the Shop
Name, City, and State.
The URL is populated automatically. If necessary, you can change this
path name.
- Click Activate
Shop.
- You are asked to enter
the Activation Code.
Note: The
Activation Code can be found at Configuration > Application Access
> Licenses, in the lower right corner
of the window.
- Click OK
in the Activation Code dialog box.
- Click OK in the Add a Shop dialog box.
- The new shop name now appears
in the list of shops.
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To edit or delete a shop in a multiple shop group
- Click More , then Switch Shops
. The Switch Shops tab appears.
- Select a shop from the
list.
- To Edit a shop:
- Click Edit.
- Enter your Username
and Password, then click OK.
- The Modify
A Shop dialog box appears
- Make the desired
changes, then click OK.
- To Delete a shop:
- Click Delete.
- You are asked to
confirm that you want to delete the selected shop.
- Click Yes.
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Switch to a Different Shop
Before switching to a shop, be sure you have the following information:
- The Client Access Code
(provided to the shop when the shop was installed).
- An Administrator password
for the shop.
In order to switch from one shop to another, each shop must be licensed
for the shop switcher and each shop must be configured for at least one
shop to switch to.
For a typical configuration, where the headquarters (main) shop will
be switching to other shops on the shop network, add each shop to the
main shop switcher. For the other shops, each shop must be configured
to switch back to the main shop.
If you want access from any shop on the shop network to any other shop
on the shop network, then every shop must be configured to switch to every
other shop.
Once you have access to a shop, it is highly recommended that you set
yourself up as a user for each shop you will be switching to. Each person
who will be using the shop switcher should be set up as an employee in
each shop.
To switch to a different shop
- Click More , then Switch Shops
.
- The Switch Shops tab appears, displaying a list of shops in the group.
- Select the shop, then click
Switch to Selected Shop.
- The open session closes
and the log in screen appears, allowing you to log in to the new shop.
- You must be prepared to
enter a User Name and Password that has already been set up for that shop.
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Shared Network
If all shops in the group are on a shared network, each location should
have a unique file directory identifier for importing and exporting EMS
files.
To set up unique file directories for each location
You must log in to and set up the file directories
for each shop.
- Log in to the first shop.
- Click More , then Switch Shops
. Then, in the Shop Setup
tab, click File Directories. The
Interfaces tab is open by default.
- For the Import
and Export directories, identify
your estimating system or systems.
- To select the path click
Select Directory and navigate
to the desired directory. The path for each shop should be unique. We
recommend including the shop location or name, for example: f:\mitchell\aces\export\locationb\
- Click OK.
- To set the Mitchell Import
Export Interface, click Select Directory,
navigate to the desired directory, then click OK.
- When all information is
entered, click Update.
- Switch to and log
in to the next shop and repeat steps 2-7. Do this for all shops that will
be sharing the network.
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Right-click options
Place the cursor anywhere on the list and right-click to make available
the following options.
Right-click Options
Right-Click Options
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Add Shop
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Same as clicking the Add
button - opens the Add Shop dialog box.
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Edit Shop
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Same as clicking the Edit
button - opens the Edit Shop dialog box.
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Delete Shop
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Same as clicking the Delete
button - opens the Delete Shop dialog box.
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Switch to Home Shop
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Same as clicking the Switch
to Home Shop button. Closes the current RepairCenter session,
then presents a Log on dialog box for the Home Shop.
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Save as Home Shop
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Saves the select shop as the group Home
Shop.
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Save as *.CSV
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Select to save all settings
to a .CSV file, which can be used in other applications.
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Import as *.CSV
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If your list of shops exists as a .CSV file,
you can navigate to its location and import the information to the Shop
Switcher tab.
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Reset Columns
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If columns have been changed
from the default setup, this option returns them to the original settings.
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Reference
The Switch Shops Tab
Columns
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Shop
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Name of the shop.
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City
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City in which the shop is located.
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State
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State in which the shop is located.
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URL
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The shop web path.
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Buttons
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Switch to Home Shop
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Select this button to close the current
shop session and open RepairCenter in the home shop.
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Add
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Click to add a new shop to the group.
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Switch to Selected Shop
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Select this button to close the current
shop session and open RepairCenter in the shop selected from the list.
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Edit
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Select to edit information for the selected
shop.
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Delete
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Select to delete the selected shop.
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See Also
Shop Information