Recent Updates
How to return an inventory item to a vendor.
Create a new return order. Set the order type to return, and pick the same vendor the item was ordered from originally. Enter the model number of the item being returned and then press F6 or click the look-up button. Select the specific physical item ...
How Do I Setup Multiple Tax Rules And Have Them Show on Invoice Printout?
Go into App Settings and click on Taxes Tab to see the current tax rules. You can either click Edit to change the rules you have or click Add to create Tax rules if you don't currently have any. For our dealers in Canada or in states where there is a ...
How do I transfer multiple items between stores with TSS XP?
You can transfer multiple items between stores once TSS XP is configured for multi-store functionality. Reference the multi-store setup guide if this hasn't already been done. (1) Under the inventory group, click orders and returns, and then click ...
How do I Create and Receive Purchase Orders in TSS XP?
To add a new purchase order in TSS go to the Orders and Returns section and then click New. Order Information: This section is used to enter some base information for the order, see table below. Field Description Order Type Purchase to receive ...
Invoice Void Procedure – TSS XP
Go to Functions, Reverse Invoice Select Yes to confirm Enter password at Security Prompt Optional steps to recreate, modify and post invoice again. Also another optional step to change settings to allow invoice to post on a different date than today. ...
How to create an invoice for a customer to exchange or return an inventory item in TSS XP?
For example: say you sold an item TEST to customer Testing Customer returns and requests to return item and potentially purchase another item. Create a new invoice with both a - quantity for the returned item and/or an additional + item if being ...
How do I sell Labor by the job in TSS XP?
Create a new inventory item with a make of LABOR, and your desired model. Set the Unit of measure to JOB, and then enter the default price levels for the job. When selling the item on an invoice the quantity represents the total number of jobs, you ...
How do my installers log their job time?
Overview In TSS installers may log on and off jobs easily. They may jump from job to job,logging on and off each job as the day goes on. They can log on and off a job as often as needed. TSS will track all their logged times and make this information ...
How do I prevent an employee from discounting prices below a price level?
TSS supports two types of security for protection against discounting prices on invoice items. The first type is based on a specified price level on the item. Option 1: Prevent any discounting. Click on the security keys on the invoice screen. Under ...
How do I password protect the ability to add miscitems to an invoice in TSS XP?
Go to the security section in application settings, and scroll down to the INVOICE action section. Select "add misc items to an invoice" and then click properties. Check the security group you wish to allow permission to add misc items and click ok. ...
How do I handle selling Items that are not in stock?
There are multiple ways to handle putting items that are not in stock on an invoice, use the method that suits your business the best. Option 1: Restrict sales to available inventory items only If you turn on the option in application settings to ...
How do I exchange a defective item that is under warranty in TSS XP?
Create a new invoice, and set the invoice type to 'Warranty". Place the same customer on the invoice that the item was originally sold to. Place a quantity 1 of the item on the invoice to replace the defective item with a new one from inventory. ...
How do I create an invoice in TSS XP?
To add a new invoice in TSS go to the invoices section and then click New. Invoice Type: See table of invoice types below. Invoice Type Description Estimate This allows the invoice to be created and items to be added without commiting them from ...
How do I create a miscellaneous item on the fly when making a sale in TSS XP?
On the materials screen of the invoice, type in the quantity of the item and put in a pound sign (#) and the cost of the item(s) in the 'model' field then hit enter. You can then put in anything you want for a make and description, then enter the ...
How do I send SMS text messages from TSS XP?
TSS can send SMS text messages and reminders via email relay for AT&T, Sprint, T-Mobile, and Verizon. First go to application settings, then Email & SMS, verify you have your email settings correctly configured, and enable prompt for carrier. See How ...
How do I add pictures and notes to an Invoice in TSS XP?
Pictures and notes can be added to invoices before or after the invoice is posted. First go to the notes tab of the invoice screen and click new Double click on the camera to add a picture, enter the notes, and then click ok to save.
Gift Certificates/Gift Card (Use of X-Charge required for Gift card function)
Gift Certificates / Gift Cards Setup Guide (Requires X-Charge for Gift Card functionality) For questions about Gift Cards (obtaining or tracking) physical cards please contact Contact Us | Global Payments 1. Set Up Gift Certificate Account In TSSXP, ...
Inventory Overview choices for inventory management
TSS PLUS How do I keep track of inventory that is on demo display. Keeping track of inventory that you have on demo in a store display is as easy as writing an invoice. Invoicing quantities are unlimited and since invoices 'commit' inventory, the ...
How do I work with bulk items in TSS XP?
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 ...
How do I track inventory in multiple locations in TSS XP?
Pull up the item in the inventory screen and go to the adjust quantities screen. Right click on an individual item and select move item. Type in the name of the location.
How do I find out which invoices an inventory item is commited on in TSS XP?
You can see the invoices an inventory item is commited on from the inventory screen. To open an inventory item, click inventory then inventory again to open the browsing inventory screen enter the info in the search to find the inventory item you are ...
How do I download inventory in TSS XP
Tss has the ability to download pre-populated inventory items with Make, Models, descriptions, and additional details. To download inventory go to the download inventory function on the main menu. On the second screen of the wizard, select the ...
How do I add inventory in TSS XP and definition of fields in inventory items
To add a new inventory item in TSS go to the inventory section and then click New. Make and Model: These are required fields and must be a unique combination to identify this item in the system. TSS also reserves specific makes for non-standard ...
Update Subscription Date for either version of TSS
TSS PLUS: 1.Go to Start > Auto Update 2.Select Update Subscription Only 3.Select Next 4.Select OK Error: Insufficient Disk Space: This error is a rare occurrence and is caused by the Borland Database Engine. If this error comes up, check your ...
TSS XP Hardware Requirements and Recommendations
TSS XP Client - System Minimum Requirements Processor: 1.5 GHz Intel or AMD CPU Hard Disk: 200 MB available disk space Operating System: Windows XP, Windows Server, Windows Vista, Windows 7, Windows 8 64bit and Windows 10 Memory: 1 GB RAM Network ...
How do I set up TSS XP on other workstations?
There are two ways you can setup a workstation for TSS XP, you can create a shortcut to the program over the network, or install the client files locally. To create a shortcut over the network go to network, and then double click on the server ...
How do I re-run the last update in TSS XP?
Close all workstations out of TSS. Go to the computer with a local installation of TSS, then right click on the TSS shortcut, and go to properties. Verify the path is to a local drive (you cant apply the update over the network), and click on open ...
How do I connect remotely to my store with TSS XP?
First you must assign a static internal IP address to the computer running the application server. (Note: It is recommended that you have a network administrator if you are not familiar with windows networking) ...
How do I add an employee in TSS XP?
The Employee Information area is one of the most important areas to setup, the program needs to know the basic information for each employee and their access rights within the program. First go to the employee section of the program and click New. ...
How do I add a Dealer in TSS XP?
To add a new Dealer in TSS go to the dealers section and then click New. Fill in the basic name, address, contact, and required ID Number. The ID number can be used later on to quickly assign them to an invoice.
Backups in both TSS Plus and TSS XP
TSS PLUS: Backups are easily created through the Database Maintenance Wizard when you click on the Ambulance icon in the bottom right of the TSS main menu. Select 'Manually Specify', click next and choose 'Backup Database Files', select the ...
TSS XP how do I create a backup
How to backup from the TSS client Backups are easily created through the Tools menu at the top of the TSS Main Menu. Wait for the backup process to complete on the server. How to backup from the Application Server Backups are easily created through ...
TSS XP why is it so slow to close an invoice and other detail screens in TSS XP
The source of the delay is when saving customized toolbar layouts, specifically the "TdxBarManager.SaveToIniFile" method. To fix this follow the below steps on each workstation. Turn off the 'allow tools-bars to be customized' application setting. On ...
TSS XP How to Set up a Misc Charge (example shop fee)
Miscellaneous Charge Rates Miscellaneous Charge rates can be used for many reasons, but the most widely used reason is for a 'shop fee'. Miscellaneous Charge can be configured as a default tax rule, or only for a specific City, State, County or any ...
How to Configure Email settings with TSS XP
GMAIL In TSS XP, under Application Settings / Email, configure the settings as specified below: port 587 usually works also on your account you have to enable two step verification and create an app password to use as the password in the email ...
Professional Invoice Presentation in TSS XP by hiding individual price breakdown
Go into application settings. Click on the invoicing section, and then check the box "Prompt for Price Breakdown". When you print an invoice it will now prompt, you can click yes to show the individual line item prices, or no to hide them. Example ...
TSS XP how do I email purchase orders to vendors
Click on application settings on the main menu. Click on the printing tab, then highlight purchase orders, and check the 'email copy' box. Click on the email tab and select 'prompt to send' and then click ok. Now when you post a purchase order it ...
TSS XP how do I configure Printer Settings
TSS allows you to configure printer settings for each workstation, you must have a working Windows default printer. Go to the application settings section of the program. From the Printer Settings dialog box first choose a desired form (we ...
How do I add images and other html formatting to emails in TSS XP
TSS XP Update: HTML Support in Email Messages TSS XP now supports the use of HTML formatting in email messages. You can enable this feature in the Application Settings screen under the Email Settings tab. Please note that all HTML content must begin ...
TSS XP Application Settings
Here is where you can make changes to many options within TSS XP here are screen shots of all the different sections of the software
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