Use the Define Discount Codes screen to enter discount codes for the Service module. The discounts are available in a list on the Close Parts screen when creating a repair order. You can create discount codes to apply to the entire repair order or to a specific repair on a repair order. Follow the steps below to create a single-line discount.
Step 1. From the Service Writing main menu, click System Setup.
Step 2. On the System Setup menu, click Define Discounts. The Define Discount Codes screen opens.
Step 3. In the Discount Code field, type the discount code. The code can be up to four alphanumeric characters in length.
Step 4. Use the Description field to type the description of the discount code. The description can be up to 35 characters long.
Step 5. Use the Discount Repair section to specify the repair charge and the distribution of the discount. You have four option for the Discounted Repair To A Flat Charge Of field:
- Type the maximum charge for a specific repair.
- Type .01 to discount the selected repair by 100% (free).
- Type .00 if you want to be able to specify the discount percentage for labor and parts when applying the discount to a repair.
- Type .05 if you want to be able to specify a specific dollar amount when applying the discount to a repair.
Step 6. In the Discount Repair By field, enter the dollar amount used to discount the repair. This is for discounts such as coupons that require a specific dollar amount off the repair. You can use the Labor Discount Ratio and Parts Discount Ratio fields to specify the percentage of the discounted repair total that the labor discount and the parts discount make up.
Step 7. In the Labor Discount Ratio field, type the percentage of the discounted repair total that the labor discount makes up. This percentage plus the percentage for parts must equal 100%. For example, if the discount will be $10 and the labor ratio is 50%, $5 will be applied to the labor discount.
Step 8. In Parts Discount Ratio, type the percentage of the discounted repair total that the parts discount makes up. This percentage plus the percentage for labor must equal 100%. For example, if the discount will be $10 and the parts ratio is 50%, $5 will be applied to the parts discount.
Step 9. If the dealer will pay the sales tax for this discount, enter Y for yes in the Dealer Pays Customer Taxes field. If the tax is the customer's responsibility, enter N for no in this field. Shop supplies will not be charged to customer-pay repairs with discounts flagged for the dealer to pay sales tax.
Step 10. Use the Include Sublet And Shop Supplies With Labor Discount field to indicate if sublet and shop supplies should be discounted as part of the labor discount. Type Y for yes or N for no.
Step 11. Use the Include GOG With Parts Discount field to indicate if gas, oil, and grease should be discounted as part of the parts discount. Type Y for yes or N for no.
Step 12. In Discount G/L for Labor, type the general ledger account used to post labor discounts.
Step 13. In Discount G/L for Parts, type the general ledger account used to post parts discounts.
Step 14. If the Dealer Pays Customer Taxes parameter is set to Y, you will need to specify the general ledger account used to post the tax in the Dealer Paid Tax G/L For Expense field.
Step 15. Click Save to save the information. The code is added to the By Repair list in the bottom right corner of the Define Discount Codes screen.
Step 16. When you are finished entering codes, click Exit to return to the System Setup menu.