In order to use the Rapid Quote 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.
Set up Job group defaults.
Map manufacturer-recommended parts to preferred parts.
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 RE. If required, you can set up the default RTS company in one of two ways:
If the whole system is Renault, set the Default RTS company field on the Main tab of the POS parameters to RE.
In a multi-franchise system, set the Default RTS company field within the terminal details of the POS Miscellaneous options to RE for the specific users.
Tip: You can manually override the default RTS company in POS, if required.
The Rapid Quote Setup 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.
Menu Icon Description File > Exit Returns you to the Menu pricing maintenance menu File > Settings Allows you to access and maintain the parameters Help > Overview Displays help on the current application using the default browser Help > Context help Displays help on the displayed tab using the default browser
See also: Data Conversion
From the Data tab, you can upload and convert Rapid Quote menu pricing data to the required file format.
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 you manually upload data, the Fluid mapping tab is automatically displayed after the data is converted as a reminder to do this.
Tip: To amend a fluid code, click the right mouse button, and select the Amend option from the context menu.
Fluid code: The fluid identification code used by the manufacturer.
Description: A description of the fluid.
Part number/RTS code: The 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: Job Group Defaults
Within the Job group defaults tab, you can specify default values to be used when menus are loaded to Point-of-Sale.
Tip: To edit a group code, double-click an item and complete the Job group defaults form.
Group code: The menu group code.
Description: A description of the operation.
Load group: The default Workshop Loading group for the operation.
Note: A group code entered here overrides the load group entered in the Miscellaneous parameters (Default WL group).
Labour rate code: The default labour rate code for the operation.
Service code: The default POS service code for the operation.
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, click the right mouse button, and select the appropriate option from the context menu.
Original part number: The part number recommended by the manufacturer.
Description: A description of the recommended part.
Preferred part number: The part number used by the dealership.
Description: A 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: The version number of the menu pricing data.
Issued on: The 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.
Tasks:
This is a table that gives details about the last data import and conversion.
Task: The name of the task.
Who?: The User ID of the person that imported and converted the data.
Time: A record of the time the data was imported and converted.
Date: A record of the date the data was imported and converted.
Log files:
Import: Displays a log of the last import of menu pricing data to the Autoline system.
Conversion: Displays a log of the last conversion of menu pricing data on the Autoline system.
Locking:
Lock menu pricing: This option is used to manually control access to menu pricing within POS. Tick this check box if you want to lock the software.
Note: Access to menu pricing is automatically denied when data is uploaded and converted on the Autoline system.
Locked by: The User ID of the person who has locked the software. A message is also displayed in POS indicating who the software is locked by.
