When the menu is identified that matches your vehicle or job selection and, if applicable, you have identified how you want to issue fluids, whether you want to create any surcharge credits, and selected any alternative price that you want to use, menu pricing is displayed for negotiation.
What do you want to do?
Note: Whether or not these options are available depends on your user priority and your system set-up.
This form is displayed when you click the Negotiate button on the Service Menu Pricing form. From this form you can negotiate the menu price and load the menu onto the WIP.
The first six lines of the form display vehicle-related and job-related details, as follows:
Menucode: Full menu code
Model group: Model code of the vehicle that the menu is being negotiated for
Product code: Cost price, minimum selling price, profit (excluding VAT) and profit percentage, in that order
Note: These figures are displayed only if the appropriate flags are selected on the Negotiation tab of the parameters. If the flags are not switched on, the system displays zeros here instead.
Vehicle: Vehicle model details
Description: A two-line description of the menu, comprising the work to be performed on the vehicle and the variant
Total time: Total time allowed to complete the work
RADIO BUTTONS:
Fixed: Loads parts and labour onto the WIP at a single fixed price
Itemised: Loads parts and labour onto the WIP as an itemised menu
Note: If you have applied a discount or fixed price to the menu, the Itemised button is not enabled.
PUSH BUTTONS:
OK: Loads the menu onto the WIP
Cancel: Returns you to the Service Menu Pricing form where you can specify a new search if required
Help: Displays help on the current application using the default browser
Prices: Enables you to apply any alternative prices that exist against the menu. This button is enabled only if alternative prices exist.
Linked Jobs: Enables you to change your selection of linked jobs. This button is enabled only if linked jobs exist.
Note: The Linked Jobs facility is not currently used by the manufacturer.
Notes: Displays any additional notes entered against the menu. This button is enabled only if notes exist.
The form has three tabs:
See also: Discounting or Applying a Fixed Price to a Menu
The Pricing tab displays a breakdown of prices for parts and labour. From this tab you can apply a discount or fixed price to the menu if the discount limits are set up for your user priority on the Discounting tab of the parameters. When you apply a discount or fixed price to the menu, the system automatically removes any discounts applied to parts or labour.
Retail: Retail price of the menu
Discount %: Default discount percentage applied to the menu
Selling price: Selling price of the menu
PUSH BUTTONS:
Discount: Enables you to apply a discount or fixed price to the menu
Note: You see the Discount button on the Pricing tab only if the discount limits are set up for your user priority on the Discounting tab of the parameters.
Information: Clicking the Information (question mark) button displays cost and profit information.
See also: Discounting Parts
The Parts tab displays the parts required to employ the selected menu and gives an indication of stock levels. From this tab you can apply a global or line-by-line discount to parts if the discount limits are set up for your user priority on the Discounting tab of the parameters, and you have not applied a discount or fixed price to the menu.
To change the parts discount, double-click the parts line.
Part number: Manufacturer's part number or fluid code
Note: If any unknown parts or discount codes are identified, the parts lines are highlighted in a different colour. The description of an unknown part is converted into lowercase and the Unknown legend is also highlighted in a different colour.
Description: A description of the part
Qty: Number of units of the part required to complete the operation
Stock: Total stock on hand
Note: The legends displayed on the Pricing tab give an indication of stock levels.
Free: Quantity of stock available to sell
Disc%: Discount currently applied to the part. For details of default discount rates that appear initially in the Disc% column, see the topic Default Parts Discount Rates. To change the discount, click the Disc% field, enter the discount percentage and click OK.
Total: Total net value of parts
PUSH BUTTONS:
Discount: Enables you to apply the same (global) discount to each part.
Note: The Discount button on the Parts tab is displayed only if the discount limits are set up for your user priority on the Discounting tab of the parameters.
Information: Clicking the Information (question mark) button displays cost and profit information.
See also: Discounting Labour
The Labour tab displays all labour required to complete the work. From here you can change the labour rate, and apply a global or line-by-line discount to individual labour lines if the discount limits are set up for your user priority on the Discounting tab of the parameters, and you have not applied a discount or fixed price to the menu.
To change the labour rates and discount, double-click the labour line.
RTS-Code: Manufacturer's Labour Operation Number (LON) code or fluid Repair Time Schedule (RTS) code
Description: A description of the RTS code
Allowed: Time allowed for the job
Rate: Labour rate currently applied to the job. To change the labour rate, double-click a line to display the Edit Labour Line Form.
Type: Labour Type code for the Labour rate that is being used for the RTS code that the grid row relates to
Disc%: Discount currently applied to the labour line. To change the discount, click the Disc% field, enter the discount percentage and click OK.
Total: Total net value of labour.
PUSH BUTTONS:
Discount: Enables you to apply the same (global) discount to each labour line.
Note: You see the Discount button on the Labour tab only if the discount limits are set up for your user priority on the Discounting tab of the parameters.
Information: Clicking the Information (question mark) button displays cost and profit information.
The Service Menu Pricing Interface in Point-of-Sale
