The Menu Pricing Interface in Point-of Sale

See also: Frequently Asked Questions for this program within Manufacturer Systems module.

The menu pricing interface allows you to search for a menu in Point-of-Sale (POS) and negotiate the price before you load it onto the WIP. If VSB menu mapping is in use, it is also possible to invoke a search of menu pricing or load pre-defined menus via the Vehicle preparation option on the Links menu in POS. However, in this case, you are only given the option to load a menu straight onto the WIP without negotiation. This topic assumes that you are familiar with standard POS operation.

Raising an Estimate

The following routine shows you how to raise an estimate using the menu pricing data.

To raise an estimate:

Open a new WIP.
Ensure that the correct Department code is entered on the Codes tab of the WIP.

Note: The department code is held on the Main tab of the POS parameters. It is normally defaulted for the terminal number, and is not changed by the user. You can identify a unique labour franchise code and labour rate code for each department on the Department tab of the parameters.
When you enter the registration number of the vehicle on the Vehicle tab of the WIP, ensure that the vehicle model is entered in the Service model field on the Extended Vehicle Details form.
Ensure that the RTS Company within the New product group box is set to the two-character Franchise ID.

Note: It is possible to set up a franchise as the default RTS company.
Click the Search button within the New product group box, and select the Menus option from the context menu.

Tip: Alternatively, enter an asterisk (*) in the field and press the TAB key.

A franchise-specific form is displayed prompting you for vehicle and job details.

Note: If the vehicle exists in marketing, and the model code is stored on the record, the system automatically populates the Vehicle fields for you.
Complete the form.

If more than one menu matches your search criteria, a list is displayed.
If applicable, select the required menu.
Click the Negotiate button.

Note: If VSB menu mapping is in use, and you used the Vehicle preparation option to invoke a search of menu pricing or display pre-defined menus, you only have the option to load a menu onto the WIP. In this case, a Load button is displayed instead of a Negotiate button.

The system makes a number of checks. You may get any one of the following four results:
1. If any parts have alternative fluid codes, the Fluid selection form is displayed for each part asking how you want to issue the fluids. Select the fluids that you want to issue and click OK.
2. If any parts contain a surcharge value, the Surcharge credit form is displayed for each part asking whether you want to create a surcharge credit. Click the Yes button if you want to create a surcharge credit or the No button if you do not want to create a surcharge credit.
3. If any alternative fixed prices exist on the database for the menu, the Price selection form is displayed. Select the price that you want to use.
4. If there are any linked jobs, the Job Selection form is displayed. Select any linked jobs that you want to carry out and click OK.
  
  Pricing is displayed for negotiation within the Service Menu Pricing Negotiation form.
Negotiate the menu price. It is possible to:
1. Apply a discount or fixed price to the menu
2. Apply a global or line-by-line discount to parts
3. Apply a global or line-by-line discount to labour
4. Change the default labour rate
5. Apply any alternative prices that exist against the menu
6. Change your selection of linked jobs
Select the required load option.
1. The Fixed-load option loads parts and labour at a fixed single price.
2. The Itemised-load option loads parts and labour as an itemised menu.
Click the OK button to load the menu onto the WIP.

Note: If you are required to record lost sales, the Enquiry Logging form is displayed when you click the Cancel button, prompting you to select a reason for the lost sale. Select the reason and click OK.
Do one of the following:
1. To save all the details and print an estimate, click the Action button on the WIP. Click the appropriate button in the Estimate group box of the Action form:
  1. To print the estimate to the currently selected printer, click the Print button.
  2. To print the estimate to file (Quiet estimate), click the File button.
    
    Note: If a marketing target is linked to the WIP, it is possible to create a contact record in the Marketing database when you produce an estimate. In order to do this, ensure that the Estimate contact code and Tie estimate/customer fields are completed on the Printing tab of the Flags-Priorities POS parameters.
2. To hold/save the WIP and record all details without printing a document, click the Save button.