Use the Operating Defaults option on the Parts Inventory System Setup & Updates menu to set up various tax information, manufacturer information, and pricing codes for each parts source. You must enter information for each inventory source. Use the F5 key to select the sources as needed. The screen identifies the current source so you can ensure you are entering the correct parameters for each source.
Step 1. From the Parts Inventory main menu, select Setup & Updates. The System Setup & Updates menu opens.
Step 2. Click Operating Defaults. The Miscellaneous Parts Parameters screen opens.
Step 3. Use the F5 key to select the inventory sources as needed.
Step 4. The OEM Source field displays the source number for the current inventory source. The source refers to the manufacturer’s price tape. You can have up to nine inventory sources.
Step 5. In OEM Source Name, type the name for the parts source. The name is displayed when the inventory source list is displayed throughout the program so it is easy to identify the inventory sources.
Step 6. In P & A Code, type the dealership’s parts and accessories code.
Step 7. In Path to OEM Parts Price Tape, type the drive letter and path where the OEM parts price tape can be accessed.
Step 8. Use the Manufacturer Code field to indicate the manufacturer for this inventory source. Type the first two letters of the manufacturer’s name (CH for Chrysler, FO for Ford, GM for General Motors, or HO for Honda, etc.).
If you type GM for General motors, the General Motors Inventory screen opens. Type the PDC Index and the GM Dualling Pattern code. Press ENTER to advance through the fields and to close the GM screen.
If you type FO for Ford, the Ford Parameters screen appears. Indicate if you use Ford or Motorcraft part numbers. Type F for Ford or M for Motorcraft.
If you type CH for Chrysler, the Chrysler 5300 Project screen appears. Indicate if you participate in the 5300 project and 5300 forecasting. Type Y for yes or N for no. Press ENTER to advance through the fields and to close the 5300 screen.
Step 9. Use the Sales Tax Rate 1 fields to specify the sales tax rate for up to three states. Tax A becomes the default sales tax amount. You can apply one of the three sales taxes to parts sales when posting counter slips. Type a description of the tax in the Sales Tax Name 1 This description will print on the customer quotes and counter slips.
Step 10. In Sales Tax Rate 2, type a second tax rate you want to use. You can apply this tax rate to parts sales when posting counter slips. Type a description of the tax in the Sales Tax Name 2 This description will print on the customer quotes and counter slips.
Step 11. In Default Tire Tax Amount Per Tire, type the default tax amount applied per tire.
Step 12. Use the Should ‘Freight Out’ Be Taxed field to indicate if the freight shipped out needs to be taxed. Type Y for yes or N for no.
Step 13. Use the Tax Parts Cores field to indicate if service parts core amounts should be taxed. Type Y for yes or N for no.
Step 14. Use the Refund Tax On Cores field to indicate if the sales tax on cores is refundable. Type Y for yes or N for no.
Step 15. The value you enter in the Internal Parts Cost Plus (+) / Discount (-) field determines how the selling price for internal parts will be calculated. Type the percentage you want to use. You must include a minus sign (-) in front of the discount percentage. If the percent is greater than 0, the system calculates the part price at cost plus the percentage on internal repairs (price = cost + (cost * percent)). If the percent is less than 0, the system calculates the part price at list minus the percentage on internal repairs (price = list - (list * percent)).
Step 16. If the percent is 0, the system uses the price specified in the Internal Sales Use Cost/List/Retail Type L to use the list price, C to use the cost (dealer's cost price), or R to use the retail price. (If you select retail price and have matrix parameters set, the system uses the calculated retail price.)
Step 17. The Cost As a Percentage of Sale (Counter Only) field is used to calculate the cost of a part for a counter sale as a percentage of its selling price when cost information is not available. Type the percentage required.
Step 18. In Cost Codes, assign a unique letter to each number (1 through 0). The cost appears on the counter slip in “code” as letters.
Step 19. In Counter Invoice Message, type the message you want to print on the bottom of the customer invoice. You can enter up to three lines. Each line holds up to 30 characters.
Step 20. In Level, type the pricing level percentage for repair order warranty parts.
Step 21. In Model Year Levels, type the pricing level that should be used to calculate the warranty price for each model year. You can type A, B, or C to correspond with the pricing levels in the Level fields, or you can type L for list or N for net/cost.
Step 22. Click Save to save the information.
Step 23. The system reminds you that you must set the information for all of your inventory sources. Click OK to acknowledge the message.
Step 24. Use the F5 key to select the next source, and add the information as needed.
Step 25. When you are finished defining the parameters for all of your inventory sources, click Exit to return to the System Setup & Updates menu.