After selecting Item Group Maintenance, you will be presented with a list of all available item groups.

If you are needing to add a new inventory item, make sure that the group and vendor for that item have already been added into the system.

Note the “Add” button on this screen that will allow you to add a new group to the list.

Also note the “Page 1 of X” indicator. If there is more than one page of groups, you can use the “Forward” and “Back” buttons to scroll through the screens.

To save changes, press OK or CANCEL to close and not save.

To delete an item group, first delete its inventory (Inventory Item Maintenance) and remove the group from any service (Service Maintenance). Then press DELETE (top of page).

Item Group Enter a brief description of the group here.

Select the Order Select how inventory items in the group will be ordered. “By Number” can be used If sort number was assigned to items. (Normally used for Oils).

Select Style Determines what is displayed on the buttons when viewing item details. Stock is most common.

Assign to Business Group Used in the case of locations that have more than one business. Usually this will be blank.

General Ledger Accounts Defaults Used for QuickBooks.

Outside Reference Manual QuickTouch incorporates the Motor (ChekChart) reference manual into the system and can supply the part number of various parts for many distributors based on the vehicle Year/Make/Model/Engine. Use this page to indicate a Primary and a Secondary manufacturer for this item group.

After selecting Inventory Item Maintenance, you will be presented with a list of all available item groups. If you are needing to add a new inventory item, make sure that the group and vendor for that item have already been added into the system.

 Note the “Page 1 of X” indicator. If there is more than one page of item groups, you can use the “Forward” and “Back” buttons to scroll through the pages.

After choosing a group, you will be prompted with a list of the items already in that group, or if the group is empty, you will be prompted to add a new item.

Note the “Add” button on this screen that will allow you to add a new item to the list.

Also note the “Page 1 of X” indicator. If there is more than one page of items, you can use the “Forward” and “Back” buttons to scroll through the screens.

To delete an item, select the item. The item Maintenance page will open. Click on the DELETE button at the top of the page.

Press OK to save changes or CANCEL to quit without saving.

The Next Button at the top of the page allows you to move directly to the next item, based on their onscreen sort order, without having to click ok and then find the next part.

Stock Number Enter a unique stock number for this item, any combination of letters or numbers. It should be short but descriptive, i.e. AF = Air Filter. It should match as often as possible the stock number of the manufacturer. Note that on the customer invoice, both the Stock Number and the Item Description are listed.

Item Description Briefly describe the item here.

Barcode The barcode (UPC) of an inventory item can be scanned into this field with a barcode reader. All look-up fields within QuickTouch will search both the Stock Number and Barcode fields.

Grouping Code Used for separating different types of items within the same item group on sales reports. (i.e., Bulk Oil, Blend Oil, Synthetic Oil, etc.)

Current Vendor Indicate the supplier for this item. If there are multiple suppliers, choose the most common one. You can modify the vendor when you’re restocking inventory.

Taxable Yes or No. Almost always this will be Yes.

Cost This is YOUR cost, not how much you charge the customer. Of course, the cost of an item varies over time, but the QuickTouch Restocking function allows you to indicate the cost of the item each time it is received and will calculate your average costs over time for that item in various reports. For our purposes here, on this screen, just enter the cost of the item the last time it was received.

Upcharge Amount Used in situations where the item is normally included as part of the service, for instance, oil filters are normally included as part of an oil change service. However, certain individual items (for import or specialty vehicles) may cost more, and you wish to charge the customer extra for that item. This is the upcharge.

Pricing Method
Fixed is your usual choice here. This is the price that you charge the customer. Note that there is a Selling Price, and a Service Price. These are usually the same, the only time they would be different is if you charge a different (usually lower) price if the item is sold as part of a service. For instance, the air filter is normally $7.99 but is sold at $5.99 if part of a tune-up.

Variable will prompt the cashier for a price, this will not be used for most items.

Markup Allows QuickTouch to calculate the price of the item based on the cost. For instance, the item cost is $2.00, and your markup is 200%, then the selling price extended to the customer would be $6.00. This method is not commonly used.

Carton Quantity If the item comes in packages of more than one, indicate that quantity here. If you’re not sure, use 1.

Example 1: Oil Filters – they are sold as singles but may be ordered (and received) as either singles, or cases of 12. In this case, the carton quantity would be 1 or 12.

Example 2: Air Filters – they are sold as singles but may be ordered (and received) as either singles, or in boxes of 3. In this case, the carton quantity would be 1 or 3.

Example 3: Bulk Oil – they are sold in quarts but received as gallons. The carton quantity would be 4.

Example 4: Bottled Oil – are sold in quarts but received as cases of 6 or 12. The carton quantity would be 6 or 12.

Example 5: Gear Oil/Transmission Fluid – are sold in pints but received as gallons. The carton quantity would be 8.

Example 6: 55 Gallon Drums – some “bulk” oils are shipped in 55-gallon drums. Since they are sold in quarts, and there are 4 quarts to a gallon, the carton quantity would be 220.

Unit Description Each, Quart, Gallon, Carton, Case, etc. Choose the best description for how this item is sold (i.e., bulk oil may be received in gallons, but it is sold in quarts, so choose quart here

Order Method Fixed allows you to enter a Minimum and Standard Order quantity. Auto allows you to enter the Average Days (this is the number of days in the past to look for sales history) and Days To Order (the number of days in your reorder period). These are usually 90/7 or 90/14.

Display Sort Order Items will be listed either numerically (AF1, AF3, AF200…) or alphabetically (AF1, AF200, AF3, BR1…), unless you indicate a sort order. This is normally used only for your Oils. The sort method for any particular group is configured under Inventory Group Maintenance.

Charts These charts are informational, so you can get a quick look at how popular a particular item is.

Special Pricing Categories Each fleet account can be assigned to a particular pricing category and will then automatically receive discounts or markups on those items or services. In the screenshot example, all “A” fleet accounts receive a $2.00 discount and “B” fleet accounts receive a three percent discount.

Skip Quantity Prompt for Part Sales This is normally NO. If you sell this item using the Part button on the Customer Invoicing screen, normally you will be prompted for the quantity sold. Saying YES here would turn that off.

General Ledger Accounts Used for QuickBooks.

This screen allows for structured setup of tires based on the type, rating, warranty and other specifications of the tire. This can be used in conjunction with third-party tire programs