Hello Lubos
My business is an Auto shop, i use this lovely software for accounts and to track my customers.
my challenge is when a customer has two vehicles. i always have to create a new account for him/her other car.
So my question is: is it possible to create one account for a customer and on car information have different vehicles?it would help me a lot to identify my customer base. thank you
How do you account for the car information?
Have you looked into using the āProjectsā functionality? I actually use it for tracking expenses on different vehicles. It can be activated in the ācustomize sectionā.
By creating custom fields on customer account creation. I added one car, i tried to use that to create second vehicleā¦but it shows both cars on one invoice or order. I use sales orders as my Job cards,which has terms and conditions.
Hi @Scott.E
I use projects for my other business. So that my reports can be specific of my revenue for those businesses.
But i will look into it
Would using the Code field as rego number work?
@rquinn hi
Iām not sure, but i will look into it
hi, i have been researching about code field if they can help. Yes they can but customer accounts will need me to create 2 accounts. mya issue is that i do not want 2 accounts.
but i guess i will use them for now.
Yes, program could certainly benefit from having the ability to have Sub Accts/Jobs to cater for a Customer who has various locations or in your case vehicles but who is sole acct holder.
I canāt seem to think of other ways to do this. It would be nice to have a sub-account per customer.
I run a similar business and been using Manager since ~ 2014. I am using an older version of Manager currently.
How I have been and currently handling customer vehicles is, on the customer tab, create the normal customer details then add a single custom field and name it āVehicle 1ā then enter the Details of the vehicle e.g. Make - Model - Registration - VIN - Colour Code but not Mileage.
I add an extra custom field (āVehicle 2ā 3,4,5 etc) for each vehicle.
I create a custom field on Invoices Tab and named it āMileageā.
I have created a new custom theme and named it Vehicle 1, then coded it to pull the data from the custom field Vehicle 1 from the Customer Tab. I added additional custom themes as above for the other Vehicles so I currently have 10 custom themes named Vehicle 1 to Vehicle 10
When creating a quote I always add the vehicle registration number at the beginning of the form description then the Vehicle number then description of the job e.g.
GN25ABC - 1 - Basic service, fit new tyres
That way you can search all quotes by registration number or customer name and you know the vehicle number on the Customer Tab.
Once Quote/Job completed I copy to invoice then select the Vehicle number on the Custom Theme drop down then enter the Mileage in the Mileage box on the Invoice custom field then create the Invoice.
it works well with the older Manager version Iām using. Maybe possible with the current version but I have not attempted yet.
Hope this helps.
General databases and business specific information management systems have different strengths and weaknesses.
Iām not convinced trying to use accounting software as a management information system is likely to enhance an accounting programs core functionality.
I suppose the question is what is a general purpose function which would have wide applicable and is not already provided for most users with the existing functionality. Perhaps custom fields supporting customer/supplier specific list of values.
Hi@itmoto
Sounds helpful i will try that. Mind sending a screenshot?
Of what?
I believe using Projects is the best approach. Each time a car enters the yard, you can treat it as a new project. Once the service is complete, simply close the project. If the car returns for another service later, create a new project for it.
You can also use custom fields within the project to store additional information or track any specific data you need.
That custom field in customer information
I might have an idea to simplify this.
Could you please share a screenshot of sample INVOICE, I need to know what and how much CAR specific data you need to include in the INVOICE.
This is great 
thanks
