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Menu Pricing Maintenance

The Menu pricing maintenance option allows you to carry out the following tasks for the selected Point-of-Sale (POS) company:

Note: You must be a priority 8 user to perform these tasks.

  1. Create a menu

  2. Clone a menu

  3. Search for/display a menu

  4. Amend a menu
    1. Labour maintenance
    2. Parts maintenance
    3. Linked Jobs Maintenance
    4. Price Maintenance
    5. Notes Maintenance

  5. Delete a menu

  6. Print a menu, a range of menus or all menus.

  7. Display dealer menus

  8. Make additional items available to a menu

  9. View file usage statistics/extend or initialise a file


Menu Pricing Maintenance Form

The Menu Pricing Maintenance Form is displayed when you select the Menu pricing maintenance option from the Menu pricing maintenance menu, and the Point-of-Sale (SO) company if applicable. From this form you can create and maintain menus.

Note: Some options are only enabled if your manufacturer allows you to create and maintain menus.

Menu and Toolbar

MenuIconDescription
File > Open Open existing menu Allows you to search for/display a menu
File > Close Close current menu Closes the current menu.
File > New Create new menu Allows you to create a menu
File > Save Save Saves any changes to the record
File > Cancel Cancel Cancels the operation
File > Print Print Allows you to print a menu, a range of menus, or all menus
File > Exit Exit Returns you to the Menu pricing maintenance menu
Edit > Amend Amend Allows you to amend a menu
Edit > Delete Delete Allows you to delete a menu
Edit > Copy Copy current menu Allows you to copy a menu
View > Header _ Displays the Header tab
View > Labour _ Displays the Labour tab
View > Parts _ Displays the Parts tab
View > Linked jobs _ Displays the Linked jobs tab
View > Prices _ Displays the Prices tab
View > Notes _ Displays the Notes tab
Tools > Dealer menus Dealer menus Displays a list of dealer menus
Tools > Price maintenance Price maintenance Allows you to display and maintain fixed prices and discounts
Tools > Additional items Additional items Allows you to make additional items available to a menu
Tools > File usage File Usage Displays the percentage in-use situation of menu pricing files, and allows you to extend or initialise a file
Help > Overview Help Displays help on the current application using the default browser
Help > Context help Help Displays help on the current displayed tab using the default browser

Menucode: The full menu code.

Service model group: The service model group.



Header Tab

From the Header tab you can view and maintain the menu header details.

Description: A description of the menu for look-up in POS.

Allowed time: The time allowed to complete the work.

Analysis code: A single-letter identifier for reporting purposes. This is used as a way of analysing menu sales. Any analysis code entered here overrides the analysis code entered on the Miscellaneous tab of the parameters.

WL group: The Workshop Loading group code.

VAT inclusive: Are fixed price menus VAT inclusive? Any value entered here overrides the value entered in the VAT inclusive field on the Miscellaneous tab of the parameters.

VAT code: Which Nominal Ledger VAT code is to be applied to the menu? Any VAT code entered here overrides the VAT code entered on the Miscellaneous tab of the parameters.


Labour Tab

See also: Labour Maintenance

From the Labour tab, you can view and maintain labour items associated with the menu.

Note: It is possible to make additional Items available to a menu.

RTS code: The Repair Time Schedule code.

Description: A description of the operation.

Allowed: The time allowed to complete the operation.

Type: The labour type:

  1. RTS code
  2. Menu

Franchise: The two-character franchise code that identifies the file on which the RTS code is held.

PUSH BUTTONS:

Note: The following buttons are only displayed if your manufacturer allows you to create and maintain menus.

Create: Allows you to add a labour line to the menu.

Amend: Allows you to amend the selected record.

Delete: Allows you to delete the selected record.


Parts Tab

See also: Parts Maintenance

From the Parts tab, you can view and maintain parts associated with the menu.

Note: It is possible to make additional Items available to a menu.

Part number: The manufacturer's part number or fluid code.

Description: A description of the part.

Quantity: The number of units required for the menu involved.

Type: The part type:

  1. Part
  2. Fluid

PUSH BUTTONS:

Note: The following buttons are only displayed if your manufacturer allows you to create and maintain menus.

Create: Allows you to add a part to the menu.

Amend: Allows you to amend the selected record.

Delete: Allows you to delete the selected record.


Linked Jobs Tab

See also: Linked Jobs Maintenance

From the Linked jobs tab, you can view and maintain linked jobs associated with the menu.

Linked to: The RTS or menu code to which the menu is linked.

Type: The labour type:

  1. R: RTS code
  2. M: Menu

PUSH BUTTONS:

Create: Allows you to add a linked job to the menu.

Amend: Allows you to amend the selected record.

Delete: Allows you to delete the selected record.


Prices Tab

See also: Price Maintenance

From the Prices tab, you can view and maintain fixed prices associated with the menu.

Description: A description of the price.

Price: The total fixed price including VAT. The fixed prices that you see here are the standard retail prices, which are not necessarily the same as the prices displayed in POS because other factors come into play in POS, such as parts/labour discounts for the selected account and special stock promotions. Also, the figure shown does not contain the price of additional items or the price of fluids mapped in Fluid Mapping. To this end, the prices are only really a guide and should not be quoted to customers.

Active: Is the price active?

PUSH BUTTONS:

Create: Allows you to create a fixed price, menu discount or an itemised discount.

Amend: Allows you to amend a dealer fixed price or discount.

Delete: Allows you to delete a dealer fixed price or discount.

View: Allows you to view a dealer fixed price or discount.


Notes Tab

See also: Notes Maintenance

From the Notes tab, you can view and maintain comments that are displayed to users when they load a menu in Point-of-Sale.

All models: Indicates if the notes are displayed against all vehicle models.

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