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How To Create and Modify System Profiles In UltraMate

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TitleHow To Create and Modify System Profiles In UltraMate
SummaryHow To Create and Modify System Profiles in UltraMate
ObjectiveHow to create and modify system profiles in UltraMate.
EnvironmentUltraMate 7.1
Procedure

UltraMate system profiles can be created or modified.   Note: This knowledge article only applies to UltraMate stand-alone.  Do not use this with RepairCenter Estimating.

The specific UltraMate Help file can be accessed by selecting Using Ultramate from the Help menu and on the Search tab searching Profiles and opening the matching result.

System Profiles consist of Tax and Labor Rates, Refinish and Paint Materials calculations, Custom Messages, Alternate Parts Search, and Total Loss settings.

Please select the scenario below that best fits your situation and follow the steps to create or modify the system profile(s).

To Create a New System Profile(s):

  1. Close all estimates. NOTE** In a multi-user environment, all other users must also exit UltraMate.
  2. Click System Info, select System Profiles.
  3. Click New.
  4. Type a name for the profile when prompted. Click OK.
  5. Enter the appropriate information for the new profile.
  6. Click File, select Close.
  7. Click Yes when prompted, "Do you want to save changes?"
  8. Click Close.

To Modify a System Profile(s):

  1. Close all estimates. NOTE** In a multi-user environment, all other users must also exit UltraMate.
  2. Click System Info, select System Profiles.
  3. Click the profile to modify, click Modify.
  4. Make the appropriate changes to the profile.
  5. Click File, select Close.
  6. Click Yes when prompted, "Do you want to save changes?"
  7. Click Close.

To Create a New System Profile by Copying an Existing one:

  1. Close all estimates. NOTE** In a multi-user environment, all other users must also exit UltraMate.
  2. Click System Info, select System Profiles.
  3. Click to highlight the profile you want to copy.
  4. Click Copy.
  5. The Copy a System profile window will display.
  6. Type the name of the profile in the New Profile Name field then click OK.
  7. Enter the appropriate information for the new profile.
  8. Click File, select Close.
  9. Click Yes when prompted, "Do you want to save changes?"
  10. Click Close.

To Modify a Profile for the Existing Estimate:

  1. In the open estimate, select the Profile tab.
  2. Enter the appropriate information for the profile.
  3. Select the Repair tab to process changes.
  4. Calculate the estimate.

To Apply a New Profile to an Estimate:

  1. In the open estimate, select the Profile tab.
  2. Click the Copy a System Profile field and select the required profile.
  3. Select the Repair tab to process changes.
  4. Calculate the estimate.


Solution ID: KB0000000004006
Create Date: 09/13/2007
Modified Date: 06/15/2009

Additional NotesNA
URL NameHow-To-Create-and-Modify-System-Profiles-In-UltraMate

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