In some cases, there may be a need to charge for sundry items. A facility is available that allows you to set up a maximum of five sundry items that are automatically added to the invoice when selected in Point-of-Sale. This can either be done via the Sundries calculation group box on the Fastrack tab of the POS parameters, or the Sundries tab of the customer details record on the SO MISCELLANEOUS OPTIONS menu. Each item must be set up as a non-franchise part record in Stock Management. This facility is available to both Parts and Service Point-of-Sale, although it is normally only used within the Service department to charge for labour operations.
Note: If the fields on the Sundries tab of the customer details record are completed, and the Sundries active flag is ticked on the Fastrack tab of the POS parameters, the system uses the calculation entered on the customer details record. If the fields on the customer details record are not completed, and the Sundries active flag is ticked, the system uses the calculation in the POS parameters.
Before you can load a sundry item to the WIP, there must be at least one costed part on the WIP in Parts Point-of-Sale or at least one completed labour line on the WIP in Service Point-of-Sale that can be invoiced because the system calculates the sundry charge based on the total value you are invoicing.
To load sundry items onto a WIP:
Raise a Point-of-Sale WIP and load parts and labour the normal way.
Select the Consumables option from the Tools menu.
Note: The Consumables option is only displayed on the Tools menu, if the Sundries active flag on the Fastrack tab of the POS parameters is ticked.
The Sundries calculation form is displayed.
Select the item(s) that you want to load onto the WIP.
Tip: All sundry items are selected by default. For these items a tick symbol is displayed in the Load column. To deselect an item, double-click any items that you do not want to load onto the WIP.
Click the Load to Wip button.
The selected items are loaded onto the WIP.
The Sundries calculation form is displayed when you select the Consumables option from the Tools menu. From this form you can load sundry items onto a WIP.
Note: The Consumables option is only displayed on the Tools menu, if the Sundries active flag on the Fastrack tab of the POS parameters is ticked.
Partnumber: The non-franchise part number used on the WIP to hold the value of the sundries charge. There may be up to five sundry items.
Note: The Partnumber (code), %, Minimum and Maximum values are either entered in the Sundries calculation group box on the Fastrack tab of the POS parameters, or on the Sundries tab of the customer details record. If the fields on the Sundries tab of the customer details record are completed, the system uses this calculation in preference to the POS parameters.
Description: A description of the part from the stock file.
Price: The total value of the costed parts or labour lines on the WIP.
%: The percentage to be used for the calculation of the invoice total.
Minimum: The minimum amount to be added to the invoice total for the sundry item. If the calculated value of the sundry item is less than the minimum value, the system uses the minimum value displayed here.
Maximum: The maximum amount to be added to the invoice total for the sundry item. If the calculated value of the sundry item is more than the maximum value, the system uses the maximum value displayed here.
Calculated: The calculated invoice value of the sundry item to be loaded onto the WIP. The calculation for this field is:
Price*%
If the calculated value of the sundry item is less than the minimum value or more than the maximum value, the system uses the minimum and maximum values instead.
Load: This column will always default with a tick, which means that the charge will be applied to the WIP. A user who has a priority equal or greater than the Sundries override priority, will be able to remove the tick so that the charge on that line is ignored.
PUSH BUTTONS:
Load: Loads the sundry item onto the WIP at the calculated invoice value.
Cancel: For a low Sundries override priority user, as defined in the Flags & priorities Miscellaneous tab of the POS parameters, this button will cancel the form, and return the user to the main POS form, even though the user may have clicked on the Action icon intending to print a document. A high priority user will be able to cancel the charges and continue to print a document without the charges being applied.
Service Point-of-Sale Operation
