Recent Updates
Uploading a Company Logo on an Invoice via App Settings
Change Logo - This will allow the user to alternatively use a properly formatted logo on invoices, estimates, etc. Creating a Company Logo: Simply create or scan your desired logo (including address information) and save as a bitmap file called ...
Configuring your TSS server to allow remote control over the Internet
In order to be able to remotely open and fully use TSS over the internet you have to be able to access MTAS aka Installernet application server which runs and can be accessed if port 4325 is broadcast over the internet. On the remote computer you ...
Generate CSV Report for Targeted Email Messaging
In the Customers folder of the reports there is a good report called Customer email list to select a purchase date range and get a list of all your customer email addresses You can use this as a contact list to send out an email to all your customers ...
Helpful Report to obtain Sales Tax
Here is a report on the last page it will show your sales tax collected for a certain time period In the filters you can change the invoice date to be between and pick your start and end dates You will also want the filter invoice status like p to ...
Working with bulk items in TSS XP
How do I work with bulk items? Owned by John Elliott (Unlicensed) Mar 07, 2014 Legacy editor Definition and Usage: A bulk item in TSS can be any item that is purchased in one quantity but sold by another. Examples are wire or window tint that is ...
Stack overflow issue when trying to change search of browsing invoices
in app settings local settings uncheck the box for automatically 'find' last search
Invoice Posting Error: Debits and Credits Mismatch
If you go line by line of the Materials tab and each item on the invoice you have to make sure you have sufficient quantity of each item on the invoice once you have adjusted the on hand quantiity of each item then you should be able to post the ...
Recommended Resource for Port Forwarding Configuration and Assistance
https://portforward.com/help/doublerouterportforwarding.htm
Demo Store owner username and password for TSS XP
If you are new to TSS and download the demo Bob is the store owner username password is 100 that should let you do whatever you want to try out in TSS Any other questions you can call 1800 728 3334 email helpdesk@installernet.com or go to ...
Coming Soon the TSS Companion that allows you to run TSS from a web page
Hopefully in the next few months we will have a download that lets you run TSS from a web site, and syncs to your existing TSS look check for updates in your TSS or Installernet Application Server (MTAS) help menu or blue question mark then check for ...
RC (Release Candidate) updates are intended for users who are interested in testing new features.
They may include experimental changes that are not suitable for those who prefer a stable experience or are not actively involved in testing If you see an update and it has rc in the name of the update I would recommend not downloading and installing ...
Are your statements for your Dealer invoice having issues the best place to update the statements is in the Account Receivable record
from the account receivable screen you can modify the details of the invoice because the statement is printing from the account receivable not the invoice data
Any doubts about counts check or confirm things using physical inventory
In TSS if there is a question fall back on the physical inventory. The inventory item may have incorrect quantities, Try doing a physical count adjustment if you try to modify things using physical count adjustment check the physical inventory, most ...
Is SPIFF Functionality Supported in TSS XP?
TSS supports the use of SPIFF (Sales Performance Incentive Fund) programs—short-term initiatives designed to motivate sales teams to achieve specific goals and drive key business outcomes. To set up a SPIFF in TSS XP: Navigate to Inventory. Click ...
Issue: Print Output Appears Too Small or Does Not Fit the Page in TSS
If printed documents from TSS appear undersized or misaligned on the page, follow these steps to correct the display 1. Right-click the TSS shortcut on your desktop or Start menu. 2. Select Properties. click change high dpi settings button Check the ...
Windows display scaling configurations can adversely affect the formatting and output quality of TSS print jobs.
In Windows, the scaling of the display settings over 100 percent seem to alter the size of the print that TSS prints out with another solution to this issue is available using the link below scaling/printing issue for example here is what the print ...
If you get wrong and wrong in the appointment date and time information when printing an invoice download these two files on your server
and have all users exit tss run the mtasupdate.exe then the tssxpudate.exe unzip files the mtasupdate.zip the tssxpupdate.exe we can send you email us at helpdesk@installernet.com
In TSS 4.40 what should the report browser look like and how do I run reports in 4.40
Ensuring Proper Report Browser Display in TSS When accessing the Reports Section in TSS, the Report Browser should appear as shown in the reference image at the bottom of this page. If the Report Browser does not match this expected layout: Navigate ...
Printing issues within TSS XP
When attempting to print from TSS XP, the job fails to process. To resolve this issue, ensure that the printer's port configuration is set to its correct IP address Go into Control Panel Devices and Printers Find the default printer, right click on ...
How to set TSS XP Shortcut to run as admin automatically
From The TSS shortcut right click go to Properties then go to compatability tab and check the box labelled run this program as an administrator
Resolving TSS Performance issues on Windows 10 or 11
If you're experiencing slowness while using TSS on Windows 10 or 11, follow these steps to improve performance: Enable SMB1 in Control Panel by going to Program and Features > Turn Windows features on or off here is the option that you want to ...
Slowness in TSS XP may be SMB related factors affecting TSS things to try any and all of these
When all else fails ask us to upgrade you to the beta 4.40 64 bit build It needs two updates an update to MTAS and TSS XP which gets about a 20% speed improvement this should be a checklist of things to try after or start with emailing us. email us ...
The flow and overall way to operate using invoices in TSS
Build invoice as an estimate the customer likes and agrees then save invoice as retail When you save an invoice as a Retail invoice It creates and commits inventory Then you can make payment and print invoice so customer has proof of zero balance ...
Excellent site for a server to avoid problems if your router reboots step by step to make a computer a static or a connection that once you get internet you will get a reliable connection to the internet
How to Get and Set Up a Static IP Address: A Complete Guide
Credit Card processor integrated with TSS here is the web page and phone number for sales
https://www.globalpaymentsintegrated.com/en-us/resources/frequently-asked-questions
How do I work with bulk items?
Definition and Usage: A bulk item in TSS can be any item that is purchased in one quantity but sold by another. Examples are wire or window tint that is purchased by the roll but sold by the foot, or lubricants or chemicals purchased by the drum but ...
Import data into TSS from XLS file
Import data into TSS from XLS file 1 Click the tools menu then data then Import Data into TSS 2 Click Next 3. Choose the type of data like Inventory 4. Navigate to where you saved your .xls file 5 Next choose the sheet and it should preview your data ...
Template File in Excel that can be used to import inventory into TSS XP
Use the attached file to import data.
Routine Maintenance for TSS XP Data
To ensure optimal performance and data integrity, it is recommended to regularly restructure the TSS data—similar to a defragmentation process. This maintenance task should be scheduled to run nightly, or at a minimum, at the end of each week. ...
How to make employees inactive in TSS Plus
To make an Employee inactive in TSS Plus go to Manager icon then employee Info find the employee and press the update button and enter a termination date and for added measure change their employee password
Credit card processing fee how to add a fee to the Materials in TSS XP
this site may be able to give you a better price and not need to pass on the fees to your customers they definitely integrate directly with TSS https://www.globalpaymentsintegrated.com/en-us/resources/frequently-asked-questions an inventory item has ...
TSS XP Pre-Use Checklist
Please note that the checklist required prior to using TSS XP is currently incomplete and remains a work in progress as of October 2024. Updates and finalization are actively under way to ensure comprehensive coverage and usability. In consideration ...
Reassigning Bays & making employees inactive – TSS XP Procedure
So, the trick is to make the employee who is leaving inactive, And remembering and clearing the default bay of the person who is leaving. Then reassign the person’s default bay to whoever is taking over the employee who is leaving’s bay. You may want ...
Starting TSS XP Problems
TSS XP has two components to it MTAS.exe and TSSXP.exe The MTAS.exe without it running and able to communicate through the firewall, TSSXP will not run The mtas program does lots of things two important things it does it controls updates from the ...
TSS XP usually the browsing invoices window has too many columns to view
TSS XP allows you to customize what fields you view and the order in which they are displayed Ideally you want it to look something like the attached image below, but nothing is perfect and sometimes there are just too many columns on the screen to ...
How do I add a Vendor in TSS XP?
To add a new vendor in TSS go to the vendors section and then click New. Fill in the basic name, address, contact, and ID Number.
Support Resources and Contact Information
TSS XP If you need help with the operation, installation, or maintenance or TSS XP you can call our Help Desk line at (800) 728-3334. Alternate methods are: This page you can click on the add ticket button https://www.tsshelp.com/support/ EMail ...
How to I show pop-up reminders when TSS XP first opens?
You can configure TSS to show pop-up reminders for daily notes when the program is first opened. First go to the schedule screen and add a new daily note. Under the details of the daily note, check the 'Reminder' box to trigger TSS to show a popup ...
How do I run the end of day procedure in TSS XP?
To run the end of day procedure in TSS go to the reports section, click on Report Groups pulldown, then click on Run End of Day. The default end of day reports are as follows. Salesperson Profitability Report: This report subtotals by salesperson, ...
How can I add a report to the End of Day or End of Month procedure in TSS XP?
Find the report you wish to add, highlight the desired report and change the criteria bottom of the screen. Run the report and then click report groups, then click add current report to end of day.
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