Invoice Type This will normally be configured by the Sage Service Technician when your system is installed. These options all depend on location, printer type, and invoice layout. A few of the choices include:

Preprinted Laser-Preprinted invoices with Suggested Service intervals.

Graphics (Laser)- Plain paper invoice with the ability to print a bitmap logo image, disclaimer, invoice notes, promotion counters, and store number as part of the invoice number.

Graphics Color (Laser)- Identical to the Graphic invoice above, with the ability to print in any color.

Center Name On Invoice Prints the name of the lube center.

Center Address On Invoice This will print the address of the lube center on the invoice.

Name\Address Position This allows you to move the center name that prints on the invoice to the right. A position of 30 is centered on the page.

Display Parts YES displays all parts associated with a service. NO displays the service & total price only.

Quick Sale Invoice Type For a QuickSale, you can print on a full invoice, print to a receipt printer or not print at all.

Ask To Print For Quick Sale This will give the cashier the option to print a QuickSale Receipt, if desired.

Customer Name/Address Position This allows you to move the customer’s name and address that prints on the invoice to the right. A position of 30 is centered on the page.

Invoice Copies For Non-Fleets Specify number of invoices you want to print for non-fleet customer transactions.

Invoice Copies For Fleets Specify the number of invoices you want to print for Fleet customer transactions.

Display Parts and Labor Breakdown Certain states require that for each service the Parts and Labor breakdown be displayed on the invoice.

Print Technician Codes For Services Performed Will print the employee code of the technician that performed a particular service. This feature works in conjunction with the “Ask for Employees” feature in Service Maintenance.

Prompt for Work order Number During Checkout Will prompt cashier for a Work order number when the invoice is created. This is used for locations that have a preprinted, numbered Work order and not the QuickTouch Work order.

Default Work order Number to Invoice Number Only activated if ‘Prompt for Work Order Number’ is set to yes.

Notes These notes will print on each Graphics/Graphics Color invoice below the services completed, useful for announcing seasonal specials or other information.

Disclaimer The disclaimer will print at the bottom left of the Graphics/Graphics Color invoice.

Display Fleet Discounts Prints the A, B and C fleet discounts on the invoice. “Total Only” prints a line with the sum of all the fleet account discounts received on the invoice. The “Per Service” option prints the discount the fleet account receives under each service. “Don’t Show” will not show the discounts the fleet account has received on the invoice.

Note: Only fleet discounts will appear on the invoice. Fleet markups will not be shown on the invoice.

Print RTF File on Back of Invoice (Requires Duplex Printer) An automatic duplex printer is required to use this feature. You can print warranty or disclaimer information on the back of invoices which eliminates needing preprinted forms.

RTF File To print warranty/disclaimer, the document must be saved as an .rtf file and saved to c:\Program Files\QuickTouch\data so it appears in the RTF file box.

Graphic File Allows a logo to be printed in the top left corner of the Graphics/Graphics Color invoice. Supported image file types: .bmp, .jpg, .gif, & .ico. The logo must be saved to C:\Program Files\QuickTouch\data and then selected from the Graphic File box.

Compress Graphic File Allows a larger logo file to be automatically resized to fit within the available space on the invoice. The Height and Width values can be adjusted to suit any logo’s orientation.

Non-Fleet Invoice Signature Line: Will print at the bottom of invoices for non-fleet customers.

Fleet Invoice Signature Line Will print at the bottom of invoices for fleets.

Print Claim Check With Receipt Used in car wash formats.

Work Order Type This will normally be configured by a Sage Service Technician when the system is installed. The options all depend on location, printer type, and invoice layout. A couple of the choices include:

Sage CA Estimate BAR (laser) – This work order is compliant with the California BAR and can be revised and signed by the customer

Sage XP Laser -Plain paper laser Work order optimized for Windows XP

Print Multiple Work Orders Some states require a printed estimate after check-in, in addition to the standard work order. QuickTouch can be configured to print a second or third type of Work order if necessary.

Always Print Work Order If Yes, the Work order will automatically print for each vehicle checked in (except for Quick Sales). If you choose No, you can still print the Work order manually from the Bay Screen.

Always Print SSM The Sage Service Manual (SSM) will print all Chek-Chart information for that vehicle. If you choose No, you can still print the SSM manually from the Bay Screen.

Always Print Service Maintenance Schedule If Yes, the Service Maintenance Schedule will print for each vehicle that is checked in. If you choose No, you can still print the SMS manually from the Bay Screen.

Print Work Order Number The Work order number will be the same as the invoice number. This will indicate if you want the number to print on the Work order. This will usually be Yes.

Print Delay Leave this as zero. This is only required on certain older systems.

Notes The notes will print on each Sage CA Estimate BAR Work order below the services selected.

Disclaimer The disclaimer will print at the bottom left of the Sage CA Estimate BAR Work order.

Graphic File This feature allows a company logo to be printed in the top left corner of the Sage CA Estimate BAR Work order. This screen is where the logo image can be selected. Supported image file types include .bmp, .jpg, .gif, and .ico. The logo image file must be saved into C:\Program Files\QuickTouch\data. Once the file is saved into this location, it can be selected from the Graphic File box

Notes The notes will print on each Sage CA Estimate BAR Work order below the services selected.

Disclaimer The disclaimer will print at the bottom left of the Sage CA Estimate BAR Work order.

Graphic File This feature allows a company logo to be printed in the top left corner of the Sage CA Estimate BAR Work order. This screen is where the logo image can be selected. Supported image file types include .bmp, .jpg, .gif, and .ico. The logo image file must be saved into C:\Program Files\QuickTouch\data. Once the file is saved into this location, it can be selected from the Graphic File box

Auto Print Sticker
YES: A sticker will print automatically when a customer is checked into the system and an “Oil Change” service selected.

NO: This option prevents a sticker from printing out automatically but can be reprinted on demand.

Checkout Only: A sticker will print automatically when a customer with an “Oil Change” service on the invoice is checked out of the system.

Never Print: This will disable QuickTouch from printing any stickers.

Sticker Line 1-4 These four lines will generally be used for the Name, Address, and Phone of the lube center. These fields can be left blank if the stickers are customized and already have this information.

Static Type This will normally be 15 for the Godex or Cognitive Advantage LX printer. Use 5, 6, or 7 for the Pennz or Qprint printers.

Default Sticker Mileage Interval This will generally be 3000 – this interval will be added to the customers’ current mileage to calculate the return mileage.

Default Sticker Month Interval This will generally be 3 – this interval will be added to the current date to calculate the return date.

Use Current Date and Mileage on Sticker

“Yes” is only used when needing to print a static sticker with the current date and mileage of vehicle.

“No” will add another option to the screen called “Allow Sticker Date/Mileage Overrides”. Continue to next Page 2 screenshot for further detail.

 Allow Sticker Date/Mileage Overrides “No” is the default option and is used if you want every sticker to use the default mileage and month intervals. The “Yes” option will allow multiple override options at check in/out that will change the return for service month and mileage; see below for further details.

Add Oil Type Override The “No” option will prevent you from selecting “Oil Type” at check in/out. “Yes” will allow you to select “Oil Type” at Check in/out. The oil type overrides are setup under each item.

Add Chek-Chart Specs Override The “No” option will prevent you from selecting “Specs” at check in/out. “Yes” will allow you to select “Specs” at check in. The “Specs” option will set the return mileage and month according to what Chek-Chart specifies for the vehicle.

Add Custom Override The “No” option will prevent you from selecting “Custom” at check in/out. “Yes” will allow you to select “Custom” at check in/out. The “Custom” option will set the return mileage and month according to what you type in the month and mileage boxes at check in/out.

Preferred Sticker Interval This setting will allow you to set which option the static sticker will use as its default mileage and date interval. Example: If you want to use whatever the vehicle manufacturer states for mileage and date, then you will want to choose “Specs”. You will still have the option of changing to one of the other methods at Check in/out, but the Specs option is the default.

Skip Prompt To Save Vendor… When restocking your inventory items, you can change the vendor for each part – This will cause the system to prompt for confirmation before changing the vendor in the system.

Warn On Low Inventory When selling an item, the system can prompt you if the on-hand amount of that item falls below the Minimum Level.

Warn On Negative Inventory When selling an item, the system can prompt you if the on-hand amount of that item falls below zero. This would normally only happen if a recent shipment has been received but hasn’t been restocked yet.

Costing Method This is used to keep track of your average costs and will only matter if the costs change. As an example, you have 10 AF1 filters on the shelf that cost you $5.00 each, and you received 10 more for a cost of $5.25 each.

· FIFO is First In First Out – the first 10 items sold will be costed at $5.00, and only then will the next and succeeding items sold be costed at $5.25.

· LIFO is Last In First Out – the first 10 items sold will be costed at the new cost $5.25, and only when these are used up will succeeding items be costed at their original amount.

· Average simply averages the cost across all in-stock items.

· Last uses the current cost of the stock number for any sales.

Note that the FIFO and LIFO methods both keep track of the cost of each individual item. In our example, you will not see a cost increase in your inventory usage reports using the FIFO method until the first ten items are sold. Using the LIFO method, you will see the cost increase immediately until you use up the new stock and start using the existing stock. The difference is that FIFO assumes that you rotate your stock (pushing existing stock to the front of the shelf and restocking behind them), LIFO assumes that stock is not rotated (existing stock is pushed to the back of the shelf and restocking in front of them.

Number of Decimal Places to use in Inventory Cost With this option the number of decimal places that are displayed in cost field can be changed from 2 to 4 for greater accuracy. Making a change here will change the number of decimal places on all inventory items.

Allow Inventory Adjustments while other Computers are logged into QuickTouch If enabled, the system will allow Inventory Adjustments to be carried out while other computers are logged into the system.

Note: It is recommended that adjustments are not made during invoicing of customers or restocking of orders to avoid possible inventory variances.

Allow Inventory to be Added to Purchase Order This feature allows inventory items to be manually added to the PO if they weren’t automatically added by the reorder point criteria.

Allow Inventory Cost to be changed on Purchase Order This feature enable/disables the ability to adjust the cost of an inventory item during the editing or posting of a PO. This is useful for when a supplier makes a price increase.

Allow Quantity to Order to be changed while creating a Purchase Order This feature enable/disables the ability to adjust the quantity to order of an inventory item during the editing or posting of a PO.

Number of Days of Inventory Usage to Display on Reports This number can be modified to show a larger or smaller look-back period for the usage on certain inventory reports (i.e., Stock Reorder Report). Default value is 90 days.

Apply Special Fleet Pricing to Upcharges on Inventory? This setting is to specify whether the special fleet pricing will apply to upcharges or the base service price only.