The Service 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. This topic assumes that you are familiar with standard POS operation.
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 FO.
Note: It is possible to set up Ford (FO) 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.
The Ford Service Menu Pricing 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.
Enter the Job code, if known.
Tip: Alternatively, enter part or all of the job description, or select a job from the drop down menu.
Select the Variant.
Click the Negotiate button.
The system automatically commences a search of menu pricing. When the menu is found, the system makes a number of checks. You may get any one of the following three results:
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.
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.
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.
Pricing is displayed for negotiation within the Service Menu Pricing Negotiation form.
Negotiate the menu price. It is possible to:
Apply a global or line-by-line discount to parts
Apply a global or line-by-line discount to labour
Select the required load option.
The Fixed-load option loads parts and labour at a fixed single price.
The Itemised-load option loads parts and labour as an itemised menu.
Click the OK button to load the menu onto the WIP and, provided the field is currently empty, update the Service model field in the CRM vehicle record with the selected model code.
Note: You are not required to update the CRM record manually.
Do one of the following:
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:
To print the estimate to the currently selected printer, click the Print button.
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/target fields are completed on the Options 2 tab of the POS parameters.
To hold/save the WIP and record all details without printing a document, click the Save button.
The Ford Service Menu Pricing form is displayed when click the Ellipsis button [...] in the New product group field of a WIP and select the Menus option from the context menu, or when you enter an asterisk (*) in the field and press the TAB key. This form prompts for entry of vehicle and job details. A search of menu pricing is carried out based on the details that you enter.
Vehicle
VIN: If a vehicle is loaded onto the WIP that exists in marketing, the system automatically populates this field with the chassis number on the marketing vehicle record. If no vehicle is loaded, you do not have access to this field.
Fuel type: If a vehicle is loaded onto the WIP, the system automatically populates this field with the fuel type in the Fuel field on the Details Page 1 tab of the Model variants record in Franchise Data:
P: Petrol
D: Diesel
If no vehicle is loaded, you do not have access to this field. It will be automatically populated for you when you enter a model code.
CC: If a vehicle is loaded onto the WIP, the system automatically populates this field with the engine size in the C.C. field on the Details Page 1 tab of the Model variants record in Franchise Data. If no vehicle is loaded, you do not have access to this field. It will be automatically populated for you when you enter a model code.
Doors: If a vehicle is loaded onto the WIP, the system automatically populates this field with the number of doors in the Doors field on the Details Page 1 tab of the Model variants record in Franchise Data. If no vehicle is loaded, you do not have access to this field. It will be automatically populated for you when you enter a model code.
Model: A two-digit numeric code that identifies the vehicle model. If a vehicle is loaded onto the WIP, and the code is stored on the marketing vehicle record, this field is automatically populated. Otherwise, enter the model code if known. Alternatively, a list of all records is available from the drop-down menu, in model description order.
Job:
Job: A five-digit code that identifies the job type. Enter the job code, if known. Alternatively, a list of all valid records is avaialable from the drop-down menu, in job number order.
Variant: An 8-digit code that identifies the variant and production month/year (from/to). The first five digits comprise the job number. Enter the variant code, if known. Alternatively, a list of all valid records is available from the drop-down menu, in variant number order.
PUSH BUTTONS:
Help: Displays help on the current application using the default browser.
Cancel: Cancels the search of menu pricing and returns you to the WIP.
Negotiate: Commences a search of menu pricing based on the current vehicle and job selection.
Tip: The Negotiate button is only enabled after you select the Variant.
Converting Estimates into Job Cards
Converting Job Cards into Invoices
