The SO MISCELLANEOUS OPTIONS menu is displayed when you select Miscellaneous options from the POINT OF SALE menu.
Access permissions, called priorities, determine whether a particular menu option is displayed. Each menu option is assigned a priority when the program is installed. Your administrator assigns each user a priority. Any menu option whose priority is higher than your own is omitted from the menu. If you think you need access to a menu option described in this help but it does not appear in the actual menu, check with your administrator.
This menu controls certain, routine maintenance functions set at a lower level of system security than the System Maintenance functions, but which do not constitute daily operational functions.
Depots & branches: Enables you to create and maintain depots and branches. The depot file holds specific information about your company (such as your company name and address), which is used by the system to print headers on the standard Autoline invoice stationery. It also stores information to be used in a multi company transfer environment, and Enables you to control the order in which parts availability at other branches is displayed. Each trading company must be set up in this file. The concept of buddy branches has also been added to the depot/branch record in Point-of-Sale.
Department codes: Enables you to create and maintain department codes, and allocate a CRM cost centre to each department. These codes are used as a look-up for departments in Point-of-Sale, and the default departments are identified in your terminal details.
Terminal details: Enables you to create and maintain terminal numbers which allow access to either Parts Point-of-Sale, Service Point-of-Sale, or both. The terminal details determine where specific documents are printed (dependent on which terminal requests the document), where in the Nominal Ledger any cash received is analysed (till accounts) and other default settings. When the system is set up, terminal number 0 (zero) is created which takes effect when a terminal is used that does not have its own defaults.
POS operators: Enables you to create and maintain Point-of-Sale operator numbers/codes which are allocated to each Point-of-Sale user to allow analysis of sales by operator. Each user within the Point-of-Sale system must be allocated an operator number/code. The operator code is subsequently entered by you as the first prompt within the Point-of-Sale system.
Service codes: Enables you to create and maintain service codes which are used within the Service Point-of-Sale system to indicate whether the vehicle service history should be updated. If a code is entered on the Vehicle tab of the Point-of-Sale form, the vehicle record is updated. The code and description used are also written onto the vehicle contact history.
Labour rates: Enables you to create up to 78 (26x3) different charge out rates for each franchise on the system. The rates themselves are defined by an up-to three-character code using letters in the range A-Z (for example, AAA or BC or D), and may be used when selling labour within the Service Point-of-Sale system.
Payment types: Enables you to create and maintain payment types which are used within the Service Point-of-Sale system to assist the cost clerk at the time of invoicing.
WIP (Labour) statuses: Enables you to create and maintain WIP status codes which are used within Point-of-Sale to indicate to the operator the status of each WIP in respect of Labour as it progresses through Point-of-Sale. These status codes must not be modified without Autoline consultancy.
Parts WIP statuses: (If Installed) Enables you to create and maintain WIP status codes which are used within Point-of-Sale to indicate to the operator the status of each WIP in respect of Parts as it progresses through Point-of-Sale. These status codes must not be modified without Autoline consultancy.
Condition codes: Enables you to maintain user descriptions against the standard Autoline condition codes, and create condition codes, if required. The Autoline standard codes are automatically stored on individual part numbers when they are loaded onto a WIP in Point-of-Sale. These are used, for example, by warehouses to give reasons for part rejection.
Note: The following functions Discount map, Discount tables, Discount categories are not available if the Advanced discount setup indicator is set.
Discount map: The Discount map is used by the system to allocate the correct discounts on purchases from your suppliers, and to automatically discount parts sales at the Point-of-Sale. A discount map can also be set up for labour sales if required. The main objective of the Discount map is to point the system to a specific discount table. This has the effect of offering reduced discounts to customers dependent on how the parts were sourced. This also Enables the user to issue parts from different source types on the same invoice but with reduced selling discounts on parts sourced from other dealers or VOR orders.
Discount tables: Enables you to create and maintain discount tables which are used by the discount map to determine buying and selling discounts for each of your product ranges.
Discount categories: Enables you to create and maintain discount categories which are used by the Point-of-Sale system to calculate selling prices depending on the method used to source the part for the WIP.
Note: The following function Discount setup is only available if the Advanced discount setup indicator is set.
Discount setup: Enables you to create and maintain the POS discount matrix used to determine buying and selling discounts for each of your product ranges.
Nominal permutations: The nominal permutations table is designed in such a way as to allow you to determine what level of sales analysis for parts or labour sales is to be reflected in the Nominal Ledger.
Nominal codes: Enables you to enter the correct Nominal Ledger cost centres and expense codes against each nominal permutation.
Invoice numbers: The invoice/credit note sequence numbers are allocated to documents by the system. You may use different document sequences for different types of document printed, or alternatively, the sequence may be allocated by the printer producing the document.
Invoice messages: Enables you to create and maintain your own CRM messages to print on Parts and Service invoices.
SMS default messages: Enables you to create and maintain default SMS messages to be used in Point-of-Sale.
Route details: Enables you to create and maintain route codes which are designed for the Parts department to identify a delivery van route number or carriage charges, or for the Service department to identify a vehicle block number (a vehicle location within the car park or workshop).
Carriage table: Enables you to create and maintain carriage codes that can be used purely as an internal memo to identify van delivery routes for parts, or to denote true carriage methods, such as Courier or T.N.T., and to automatically forward the carriage charges onto the customer.
Lost sale reasons: Enables you to create and maintain codes which are used to record lost sales within the Point-of-Sale system. There are two kinds of lost sale. The most common is due to insufficient stock and the second due to the price of the parts being more than the customer is prepared to pay. These are all recorded and can be very useful for reporting purposes.
Pick control pickers: Holds the up-to-four-digit code representing the picker of parts from the warehouse bins
Edit customer details: Enables individual Point-of-Sale companies to have different discount routines without having to create a Sales Ledger account for each Point-of-Sale company. A Point-of-Sale operator with high priority can access the customer account details and amend the discounts rather than going into the Sales Ledger.
Up-sell record: Enables the maintenance of POS Upsell records used within the VHC process.
Up-sell analysis codes: Enables the maintenance of analysis code associated with Upsell records.
Franchise Specific VSB Accounts: This record enables individual Sales Ledger Accounts to be loaded on to WIP when creating VSB preparation work in point of sale. This will default on WIP depending on stockbook record's vehicle franchise code. The original VSB SL account default still exists in POS Parameters Main details page for New and Used Vehicle Stockbooks and will be used when no Franchise specific account has been found.
VHC Measures values: Enables the maintenance of VHC Measure value to be utilise in the VHC record process.