Kit Categories

Q. How do I add categories to my list of kit categories?

Answer:

Go to Setups, Miscellaneous Lists, Vehicle Problem Categories and click on Add Category. By adding here you are also updating the list of kit categories.

Returns from Customers

Q. I sold a part to a customer on a parts invoice and he has brought it back because he doesn’t want it. How do I credit a part and pay a customer back?

Answer:

Open a new parts ticket for the customer, click on Options on the left and choose Return/Credit option.

Hazardous Waste Fees

Q. How do you add hazardous waste to a part or a kit?

Answer:

Usually Hazardous Waste charges are collected per item, IE; Quarts of oil, Oil Filters, etc. To add a Hazardous Waste charge to a part, you first need to make sure it is set up correctly. Click on Setups, then Repair Orders and Parts Invoices. Choose Add-On Charges. If it's not already listed, click in the box next to Active, add the Description you want to show (Haz .Materials, etc.) and the appropriate Product Code. Save that page by clicking on Ok.

Now do a Part Search and open a part to which you want to add a hazardous waste charge. Click on the User Charges tab on the left. Next to the Haz. Materials field, enter the amount you wish to charge on each unit you sell. For example, if it is Oil, you might want to charge $0.25 per quart, so that on an RO with 5 qts, you would collect $1.25. On an Oil Filter, you might enter $0.60. (Be aware that some states have ruled that you cannot charge more per unit than it actually costs you to have hauled away.) Click Ok to save your change. You will want to perform this on each part that requires such a fee.

Remember also that these fees can be edited at the time you add them to the RO, without changing the default amount you enter here.

Fluids

Q. Hi, I have an invoice that printed out and has a line called fluids with just a dollar amount in it. Why and how does it list fluids as separate?

Answer:

On the main parts screen there is a checkbox called fluids. If this box is checked then the total of these “fluid” marked items will display on the printed invoice. If you wish for this not to show as such, then edit the master part record and remove the checkmark, go into the invoice and remove then re-add the part.