In order to use the Service Menu Pricing interface in Point-of Sale (POS), ensure that you carry out the following tasks for each POS company:
Note: You must be a priority 8 user to perform these tasks.
Identify the menu pricing variance account within the POS parameters.
Set up the default RTS company (if required).
Set up the parameters according to the needs of the dealership.
Upload and convert data ready for use in POS, and complete fluid mapping.
Note: 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.
Update the Autoline system with Ford Smile prices.
Map manufacturer-recommended parts to preferred parts.
The Autoline system is normally set up to upload the Ford menu pricing data automatically. It is the dealership's responsibility to maintain fluid mapping, preferred parts, Smile price updates and the parameters.
You must ensure that the Point-of-Sale (POS) parameter relating to menu pricing variance is set up correctly. This parameter, Menu price account, is found on the Main tab of the POS parameters, accessed via the System maintenance option on the POINT-OF-SALE menu.
The standard Autoline setting for the Menu Pricing Variance account within the Workshop cost centre is cost centre 0035 and expense code 4510. The Point-of-Sale system uses this Nominal Ledger account code to record the value of the difference between the fixed menu price for the work and the normal total selling price for parts and labour to the customer concerned. For example, if the fixed price for a 10,000 service is £120.00 including parts which normally sell for £70.00 and labour for £80.00, the posting to the variance account would be -£30.00. The other accounts postings for the WIP are carried out as normal.
In order for menu pricing to be available to you at POS, you must set the RTS Company field on the WIP to FO. If required, you can set up the default RTS company in one of two ways:
If the whole system is Ford, set the Default RTS company field on the Main tab of the POS parameters to FO.
In a multi-franchise system, set the Default RTS company field within the terminal details of the POS Miscellaneous options to FO.
Tip: You can manually override the default RTS company in POS, if required.
This form is displayed when you select the Menu Pricing setup option from the Menu Pricing Maintenance menu, and the Point-of-Sale (SO) company if applicable. From this form you can set up and maintain menu pricing on the Autoline system.
TABS:
Menu Icon Description File > Exit Returns you to the Menu Pricing Maintenance menu File > Backup and restore Enables you to backup/restore menu pricing data, and view the backup/restore logfiles Settings > Parameters Enables you to access and maintain the parameters Tools > Import Smile prices Enables you to import Smile prices to the Autoline system Help > Help overview Displays help on the current application using the default browser Help > Context help Displays help on the currently displayed tab using the default browser
See also: Ford Data Conversion
From the Data tab, you can upload and convert menu pricing data to the required file format.
Note: The upload and conversion of Ford menu pricing data is normally run by Timed Operations. You only need to manually upload data in the event that Ford advise you of an interim update or if there is a problem with Timed Operations.
Data Import:
Import: Uploads menu pricing data from the specified source to the Autoline system
Note: If the selected company does not perform the upload and conversion, the Import button is not enabled. This is controlled by the field This company converts on the Miscellaneous tab of the parameters.
Conversion:
Start: Converts menu pricing data imported to the Autoline system into the required file format
Note: If the selected company does not perform the upload and conversion, the Start button is not enabled.
See also: Fluid Mapping
Each time a new release of data is converted on the Autoline system, you must identify which part numbers/RTS codes your dealership uses for fluids. When the upload and conversion of data is run by Timed Operations, an e-mail is sent as a reminder to do this. When you manually upload data, the Fluid mapping tab is automatically displayed after the data is converted.
Tip: To amend or delete a fluid code, or to add an alternative fluid code, right-click and select the appropriate command from the shortcut menu.
Fluid code: Fluid identification code used by the manufacturer
Description: Description of the fluid
Part number/RTS code: Part number or Repair Time Schedule (RTS) code recommended by the manufacturer that your dealership uses for the fluid
Factor: If a part is used, this is the Unit of Issue (UOI).
Retail: If an RTS code is used, this is the retail price.
Cost: If an RTS code is used, this is the cost price.
See also: Preferred Parts
Within the Preferred parts tab, you can map parts recommended by the manufacturer to preferred parts used by the dealership.
Tip: To create, amend or delete preferred part mapping, right-click and select the appropriate command from the shortcut menu.
Original part number: Part number recommended by the manufacturer
Description: Description of the recommended part
Preferred part number: Part number used by the dealership
Description: Description of the preferred part
See also: Menu Pricing Status
From the Status tab you can view details about the version of menu pricing data currently in use and manually control access to menu pricing in POS.
Data:
Data version number: Version number of the menu pricing data
Issued on: Date that the menu pricing data was released by the manufacturer
Additional information: If additional information exists about the conversion, it is displayed in this field.
Status:
This is a table that gives details about the last data import and conversion.
Task: Name of the task
Who?: User ID of the person that imported and converted the data
Time: Record of the time the data was imported and converted
Date: Record of the date the data was imported and converted
Log files:
Import: Displays the import log. This contains details of the last import of menu pricing data to the Autoline system.
Conversion: Displays the conversion log. This contains details of the last conversion of menu pricing data on the Autoline system.
Backup: Displays the backup log. This contains details of the last backup performed.
Restore: Displays the restore log. This contains details of the last restore performed.
Locking:
Lock menu pricing: This option is used to manually control access to menu pricing within POS. If this check box is selected, the program is locked.
Note: Access to menu pricing is automatically denied when data is uploaded and converted on the Autoline system.
Locked by: User ID of the person who has locked the program. A message is also displayed in POS indicating who locked the program.
Backing Up and Restoring Menu Pricing Data
