Point of Sale (PoS) Server Modification Guidelines

 

 

 

 

 

 

 

Before changing your Point of Sale software (PoS)…

If you are going to be switching to a new PoS vendor or upgrading your PoS to a newer database technology (i.e. moving from an Access to a SQL database), your new software provider MUST transfer service history from the previous PoS. Then, please submit a ticket once the new PoS is in place so that we can begin the re-installation. A change in PoS software will always result in a 3-5 day re-installation process and a subsequent $250 setup fee.

 


 

Before making changes to your PoS server computer…

Check-in with AutoVitals and with your other software providers to determine if your change will affect their program. In order for data integration to work, our system requires the exact path to where all your shop’s data is located on the server computer. If you REPLACE the server, ADD a server or CHANGE the name of your existing server computer, our systems will not know the path to access to your shop’s data. When any server change occurs, AutoVitals has to re-do the same steps that we did when your shop was originally set up. These steps are quite complex and require our software engineers. In total, it can take 3-5 days before your shop is back up and running and you will be invoiced for a $250 setup fee. 

 But wait, the change of SERVER fee can be avoided!

In order to avoid the setup fee, make sure to have the new computer name exactly match the original PoS server name. If the new server name matches the original name, then our setup process is much simpler and we can have your shop back up and running within the same day!

 

Here are two methods of locating the computer name:

  1. Open a file explorer, right click on “Computer” or “This PC” and select “Properties.
  2. Open Start menu, right click on “Computer” or “This PC” and select “Properties.

For older machines, here are Microsoft’s instructions on how to change a server name:

Microsoft: Renaming the Computer 

Here is a screenshot of what you should see in Windows 10


 

For ANY changes mentioned above,  it is important to submit a ticket (report a problem) with the details via Today’s Vehicle Page or Smart Flow app. This helps us identify what changes occurred and what the method is best to get your shop back up and running.

 

 

 


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