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Pricing Category Fleet accounts can be assigned to one of five pricing methods. Standard pricing will charge the fleet accounts the regular price for services. Category pricing allows three categories of fleet accounts, A, B, and C, and each category can automatically receive dollar or percentage discounts as well as upcharges. Custom % will give percentage discount across the board for all parts/services.
Tax Status Generally this will be either Both or None, depending on the account and local laws. The Tax1 and Tax2 settings would normally only be used in Canada, which has two separate tax rates.
Pop-Up Notes You can configure a note to pop up at check-in, check-out or both. Notes are useful to let the technicians know general information about the account vehicles, such as particular procedures to follow or services to perform. Pop-Ups can also be used as “Warning” messages to alert the shop to only allow certain vehicles to charge to the account.
General Ledger Accounts These fields are used for accounting interfaces, and can be left blank.
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Pages 4-6 allow up to 24 “Vehicle Information” fields to be collected for the fleet vehicle at the time of service. The vehicle information fields will be printed on the Invoice.
NOTE THAT ONLY SIX LINES CAN BE PRINTED ON MOST INVOICE TYPES. QuickTouch allows 24 fields to be configured because different fleets may have different requirements, but on most invoice types, only the first six enabled information fields will be printed. (A field is considered “Enabled” if any of the buttons are checked). Thus, it is important to conserve lines for fleets that require a lot of information.
The vehicle information may be collected at check-in or check-out or both. The information may also be “Required,” meaning that the cashier cannot print an invoice without supplying the required information. The information can also be remembered or defaulted, from the last visit.
In the example above, the fleet account requires that the Company Name and the Driver Name be recorded at each service. Thus, we have the Pop-up On Check In and Pop-up On Check Out buttons set to Yes. These are also required values, and this is set to Yes. Now, the company name will always be the same for that vehicle, so this is Default From Last Visit, but there may be different drivers, so the Drivers Name field is not defaulted from last visit.
Collecting this information is important because many national fleet accounts and some local accounts may require information such as a Purchase Order or Authorization number before the vehicle is serviced. These types of information will be different for each visit by the vehicle. Some fleets will not pay the invoice if the required information is not printed directly on the invoice!
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You can indicate whether a fleet account belongs to a single store, all stores or to a store group (if groups are configured).
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