Category: Customers

• A/R Info & Lookup options

  Compare open-item and full-history A/R views to quickly review customer account activity. Use color-coded transactions and search filters to manage payments, credits, and balances with...

• Customer & Vehicle Dashboards

  Customer and Vehicle Dashboards streamline service workflows by consolidating customer information, open tickets, and vehicle history in one view. Access service reminders, avoid duplicate tickets,...

• HITS Error Codes

  Comprehensive reference guide for HITS and BPOS system error codes covering billing issues, invoice closing failures, and sales counter problems. Quickly identify error meanings and...

• Extended Pricing Profile (EPP) and Customer Pricing

  Extended Price Profiles (EPP) automate customer-specific contract pricing with bulk CSV updates or manual adjustments. Ensure accurate pricing consistency across accounts while streamlining large inventory...

• How to add Flashing Notes

  Configure customer notes in HITS to display alerts at ticket creation or closing with popup notifications or red-highlighted tabs. Set timing with @ symbols and...

• AMI Dealer Mapping

  Configure AMI Dealer Mappings by linking your HITS Customer account number with the AMI Dealer Code through the Administration & Utilities interface. This essential setup...

• Customer History

  View complete customer purchase history across all vehicles with detailed line items from past and future tickets. Filter by date range, ticket type, and declined...

• Change Customer ‘Home’ Store

  Transfer CASH customers between store locations directly through the Customer View & Edit screen's Misc tab by editing the Store# field. Open Items customers require...

• Cash Customer & Temporary Customer

  HITS provides two generic customers for different scenarios: Cash Customer for quick transactions without customer data, and Temporary Customer for vehicles added via CARFAX before...

• Merging Customers

  Combine duplicate customer records in HITS by selecting multiple accounts from Customer Lookup and merging their complete history and vehicles into a single account. Streamlines...

• How to delete a customer (set inactive)

  Mark customers as "Inactive" in HITS instead of deleting them to preserve invoice and accounting integrity. Users with P87 permission can set Account Active to...

• Adding/ Editing Customer Accounts With Extended Information

  Configure customer accounts with extended billing options including credit limits, payment terms, and tax exemptions.

• Adding a new customer to HITS

  Add new customers quickly using the Customer Lookup button to capture essential details like name, address, and contact information.