Entering Your Shop’s Information
You will need your Data Tranz codes sheet. If you do not have one, contact Data Tranz immediately or you will just rename the existing demo company, Specialized Glass LLC, instead of upgrading it to a full functioning system.
Changing Shop Information
Go to Admin/ General Setup/ This Shop’s Particulars
Change all left-hand column entries to match your shop
• Shop information: name, address, phone,
etc. must exactly match the information
on your Data Tranz codes sheet. Check:
spacing, capitalization, punctuation and
wording
• Site: change SG to two letters of your
choice – Usually the first letters of shop
name
• Tax Labor? / Tax WS Repair?: a
checkmark in the box means tax is applied
to these items
• EDI Account (from Data Tranz): this is the
6-digit account number found on your
code sheet
• Safelite ID: your Safelite Parent ID
Number. Contact your Safelite Regional
Manager for this information.
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