Use the R/O Lubricant Pricing option on the Parts Inventory module's System Setup & Updates menu to set prices for non-inventory items (such as oils and lubricants) that will be added to repair orders. If you are not integrated with the Service Writing module, you do not have to enter information on this screen. The first line on the screen is reserved for shop supplies and body shop paint and materials. This line can only be edited in the Service Writing module.
The information entered on this screen applies to all the inventory sources. It is not necessary to enter the information for each inventory source.
Step 1. From the Parts Inventory main menu, select Setup & Updates. The System Setup & Updates menu opens.
Step 2. Click R/O Lubricant Pricing. The R/O Lubricant Descriptions & Pricing screen opens.
Step 3. In Item, type a description for the item being entered.
Step 4. In Inventory, type the quantity of the item in inventory. This field is automatically updated by the system as sales are posted.
Step 5. In Cost Each, type the cost of each item.
Step 6. If you want to charge per unit, type the selling price per unit in Sale Each. If you are entering a value in this field, the Sale Total field must be blank.
If you want to charge a flat rate regardless of the quantity sold, type the flat rate in Sale Total. If you are entering a value in this field, the Sale Each field must be blank.
Step 7. Use the Restrict Access to Parts Changes from Service Writing field to indicate if the Service Department should be restricted from making pricing changes. Type Y for yes or N for no.
If you restrict Service from making changes, users will still be able to edit the first line, but the remaining four lines will be blocked from editing. Service can also add an additional lubricant line at the time of generating a repair order.
Step 8. Use the Restrict Automatic Repricing For R/O Repair Type Changes field to indicate if you want to restrict the system from automatically re-pricing parts when the repair type changes on a repair order. Type Y for yes or N for no.
If you enter N, when the repair type (C/W/I/N/Q) is changed or parts are switched from one repair to another repair with a different repair type (for example, from W to C), the system automatically re-prices the parts to match the repair type on the Close Parts screen on the Repair Orders menu in the Service Writing module.
If you enter Y, parts must be re-priced through the Service Parts Sales in the Parts Inventory module.
Step 9. Use the Hide ‘Cost’ on Service Writing Parts Screens field to indicate if the part cost should appear on the Service Writing screens. Type Y for yes or N for no.
Step 10. Use the Restrict Access To Part Lubricants From Service Writing field to indicate if you want to restrict the users from editing lubricants on the Lubricants/Sublet screen in the Service Writing module. Type Y for yes or N for no.
Step 11. Use the Restrict Access to Body Shop and Quick Lane Parts from Service Writing field to indicate if you want to restrict the Service Department from adding Body Shop and Quick Lane parts to repair orders. Type Y for yes or N for no.
Step 12. In Limit R/O Customer Parts Sale Discount (%) To, type a percentage amount to limit the discount to service parts sales. If you do not want to apply a discount, type .1 as the discount percentage to set the discount to none. The Service Department will not be able to apply a percentage discount.
Step 13. In Limit R/O Customer Parts Sale Discount ($) To, type a dollar amount to limit the discount to service parts sales. If you do not want to apply a discount, type .01 as the discount to set the discount to none. The Service Department will not be able to apply a dollar amount discount.
Step 14. Click Save to save the information. The system returns you to the System Setup menu.