Menu pricing data may be supplied to the dealerships in one of three ways:
The Autoline system can be set up to upload and convert the data periodically in Timed Operations. Alternatively, you may be required to manually upload and convert the data.
Backups of current source data and live menu pricing data are automatically taken each time the upload and conversion are performed. Separate log files are produced for the import, conversion and backup, which you can view.
What do you want to do?
Note: If there is a problem with the upload and conversion, you may be required to restore data. For details of the restore and manual backup procedures, and details of the backup log, refer to the topic on Backing Up and Restoring Menu Pricing Data.
The menu pricing data must be uploaded and converted into the required file format before you can access the data in Point-of-Sale (POS). Each time menu pricing data is uploaded and converted on the Autoline system, you must remember to complete the fluid mapping to identify the part numbers and/or RTS codes that you use for fluids, and check that the job group defaults are set up correctly.
When a data conversion is performed, access to menu pricing is automatically denied to users in Point-of-Sale. The Lock menu pricing check box on the Status tab of the Service Menu Pricing Setup form is automatically selected, and the word Locked is appended to the Status tab. A message is displayed in Point-of-Sale if users subsequently try to access menu pricing.
Each time menu pricing data is successfully uploaded and converted, you must remember to complete the fluid mapping to identify the part numbers and/or RTS codes that you use for fluids, and check that the job group defaults are set up correctly if applicable. When the upload is run by Timed Operations, an e-mail is automatically sent to the user identified on the Miscellaneous tab of the parameters (Email address) as a reminder to complete the fluid mapping. When you manually upload and convert data, the Fluid mapping tab is automatically displayed after the data is converted.
In some cases one company may be designated to perform the upload and conversion for a number of companies. In this case, secondary companies are only required to carry out fluid mapping.
To manually upload and convert data for use in POS:
Note: If the upload is run by Timed Operations, you are only required to perform a manual upload and conversion of data if a new release of data is made available to you outside of the weekly update or if there is a problem with Timed Operations.
From the OPERATIONS menu, select the Menu pricing menu option.
The Menu Pricing Maintenance menu is displayed.
Select the Menu Pricing setup option.
If there is more than one Point-of-Sale (SO) company, the system prompts you for the SO company.
Select the SO company.
The Service Menu Pricing Setup form is displayed.
Click Import on the Data tab.
The Data import form is displayed.
Note: Ensure that the settings are correct before you try to import the data.
Click Import.
A Confirm input box is displayed with the following prompt:
Import data?
Click Yes.
The current source data is backed up into a sub directory, and a progress of the upload is displayed. When the data is imported successfully, the following message is displayed:
Data imported
Click OK.
The focus is on the Close button.
Click Close.
You are returned to the Data tab on the Service Menu Pricing Setup form.
To convert the data, click Start in the Conversion group box.
A Confirm input box is displayed with the following message:
Convert menu pricing?
Click Continue.
Note: If users try to access menu pricing in Point-of-Sale, the following message is displayed: Service Menu Pricing is currently locked by [User ID].
The current live menu pricing data is backed up into a sub directory. If the Check File Sizes box is selected, a progress of the check is displayed, followed by a progress of the conversion. When the conversion is successfully completed, the following message is displayed:
Menu pricing conversion complete
Click OK.
The system automatically displays the Fluid mapping tab.
Complete the fluid mapping.
The data is now ready for use in POS.
Backing Up and Restoring Menu Pricing Data
