Tire Matrix
Overview of the markup matrix dedicated to tires and the configuration of fees associated with tire sales.
Playlist 1
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Pricing (Catalogs)
Overview of the tab with the global decision for pricing parts by either matrix calculation applied to actual costs or using list prices from catalog.
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Price Markup Matrix
Overview of the Markup Matrix settings and the Average or Last Cost calculation methods.
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Markup Options
Discussion of Markup settings for Sublet, Estimator parts & labor, also Shop and Misc Overhead.
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Zip Code Mapping
How to setup an alternate city & state default for a zip code entered.
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Account Classes
Overview of selection options for the Account Classes (taxable and non-taxible).
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Standard Accounts
Overview of primary GL Codes.
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Income Accounts + Payment Types
Discussion of account revenue, reporting and adding new payment types as needed.
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Tax Rate
Overview of Tax Rate and Compount Tax setup tabs, some recommendations and options.
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Discount (Price Levels)
Overview of Discount tab where parts price levels are established and then assigned to customers and vehicles.
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Labor Rates
Overview of Standard Tables – Labor Rate table that stores up to 10 labor rates to apply to customers and vehicles.
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Late Fees
Configuring Late Fees functionality; setting fee type, amounts, reminders, exceptions, reporting, exemptions and disclaimers advice.
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Disclaimers
Disclaimers are the business policy notices at the bottom of every customer facing document.
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Validations
Validations provide user warnings of missing, incomplete or conflicting information and the opportunity to easliy correct it from the same screen.
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ScreenView Options
Screen View options include pop up Symptoms list, automatically marking ROs as Approved / Printed to save time and a host of other preferences.