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Creating a Subsource

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Use the SubSource Matrix Pricing option on the Parts Inventory module's System Setup & Updates menu to create subsources and to set the matrix pricing you want to use for each subsource you create. Once you create subsources, you assign them to parts on the Master Inventory screen. You can select to use subsource management as you resupply options. 

Step 1. From the Parts Inventory main menu, click Setup & Updates. The System Setup & Updates screen opens. 

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Step 2. Click Subsource Matrix Pricing. The Subsource Settings screen opens.

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Step 3. In the Code field, type the three-digit code you want to assign the subsource. If you only enter one or two digits, the system automatically adds leading zeroes to the code. For example, if you type 2, when you press ENTER to advance to the next field, the system will automatically make the code 002. Subsources can range from 001 to 999. Subsources are not source-specific, so if you create subsource 001, it will be available for all nine inventory sources in the Parts Inventory module.

When you enter a code, the screen automatically populates with default settings preloaded in the system. These are the settings for subsource 000. You can use these settings or edit them as desired. If a part does not have a subsource set or if a part has a subsource set that is not defined in the parameters, 000 is used as the default.

Step 4. In the field to the right of the code, type a name or description for this subsource.

Step 5. In the Subsource Matrix Pricing field, indicate if you're using matrix pricing for this subsource. Type Y for yes, N for no, or E for exclude.

  • Y for yes: When calculating matrix pricing on a part assigned to this subsource, the system will use the matrix pricing parameters set on this screen for this subsource.
  • N for no: When calculating matrix pricing on a part assigned to this subsource, the system will use the system matrix parameters (Parts, System Setup & Updates, Retail Matrix Pricing).
  • E for exclude: When calculating the matrix pricing on a part assigned to this subsource, the system will not use any matrix pricing.

Step 6. Use the Apply To Retail Counter Sales field to indicate if you want to apply the pricing to parts on counter tickets. Type Y for yes or N for no. If you select Y and set pricing to “Use Subsource Matrix,” the matrix pricing will be calculated on counter tickets. If you select N and set the pricing to “Use Subsource Matrix,” the matrix pricing will not be calculated on counter tickets.

Step 7. Use the Apply To Retail Service Sales field to indicate if you want to apply the pricing to parts on service repair orders. Type Y for yes or N for no. If you select Y and set pricing to “Use Subsource Matrix,” the matrix pricing will be calculated on service repair orders (RO types S,Q,C) for customer pay repairs and internal repairs if the parameter is set to charge retail on internal repair orders. If you select N and set the pricing to “Use Subsource Matrix,” the matrix pricing will not be calculated on service repair orders.

Step 8. Use the Apply To Retail Body Shop Sales field to indicate if you want to apply the pricing to parts on body shop repair orders. Type Y for yes or N for no. If you select Y and set pricing to “Use Subsource Matrix,” the matrix pricing will be calculated on body shop repair orders (R/O type B) for customer pay repairs and internal repairs if the parameter is set to do so. If you select N and set the pricing to “Use Subsource Matrix,” the matrix pricing will not be calculated on body shop repair orders.

Step 9. In Mark Up From Cost/List, indicate if you want to calculate the markup based on cost or list price. Type C to calculate the retail price as a markup from the cost price or L to calculate the markup from the list price.

Step 10. Use the From and To columns to set the price range for the markup percentage you will enter in the M/U field. The pricing column values must be in increasing order. Line 1 must be less than line 2, line 2 must be less than line 3 unless the following line is zero. If the cost/list price of the part falls into the price range entered on that line, then the markup percentage on that line is used.

Step 11. In the M/U column, specify the markup percentage for the price set in the pricing column.

Step 12. In the Accounting box, use the SaleCost, and Inventory fields to indicate the general ledger inventory, sale, and cost accounts for this subsource. When a part sale assigned to this subsource is updated, these are the accounts the sale will post to in Accounting.

Step 13. Use the Items In This Subsource Are Taxable field to indicate if the parts in this subsource are taxable. Type Y for yes or N for no. This will determine if tax is applied to the part sales.

Step 14. Click Save Setting. The subsource appears in the window on the right side of the screen.

Step 15. Continue to create subsources as needed.

Step 16. Click Back to close the screen when you are finished.

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