Pos-i-Lube: Store Setup

Owned by Jan Dennis
Jun 29, 2022
3 min read

Store Information Setup

Store Information needs to be setup correctly before you first start using the system to cash out customers. If you have just received a new system from Auto Data, everything except Sales Tax should already be filled in for you. However, it is a good idea to check this information and make sure it is configured to your needs.

Navigating Store Information Setup

  1. Click on Home Tab

  2. Click on Miscellaneous

  3. Click on Store Setup

  4. Click on Software Setup

  5. Click on Store Information

  6. Enter pin.
    You will now see this screen:

 

To edit any field on this page:

  1. Click on the radio button next to the line you want to change.

  2. Proceed to type in the correct value and press.

NOTE: All of the data in Store Information Setup may be changed before you open for the day or after you close. If you try to change some of these field.

 

Store Information Details

Fleet Lookup- If you are working in the Point-of-Sale program and do not have Fleet Lookup turned on, you will not be able to browse through your fleet list to select a fleet customer.

Minimum Price- All receipts that have a total below the Minimum Price will not be counted as a vehicle in your sales reports. The Minimum Price setting determines which tickets are counted in your daily total car count. You will want to set this amount slightly below the cost of your most inexpensive service (not part!).

This allows you to keep track of how many cars you took in throughout the day for any service above your Minimum Price. For instance, you would want to have all of your oil change services priced above the Minimum Price so that they will be counted as a car. This feature is useful for cases where a customer does not buy a major service, such as if a customer just buys a wiper blade or a bottle of oil.

Full Service Surcharge - It is possible to add an automatic taxable surcharge to all of your full services with the Full Service Surcharge feature. You can use this feature for a shop fee or any other taxed surcharge. The description and amount will print out on the receipt.

Store Number - If you only have one store, this number will usually be 0001. If you are part of a chain, this number will be assigned to you by your back office. You will probably never need to edit this field.

Store Name, Address and Telephone - These fields will appear on your receipts.

Sales Tax - Example: 7% Tax should be entered as 7000.

State I.D. - This field will also print out on your customers' receipt. They are not required in Pos-i-Lube,  but might be required by state laws.

CarFax I.D. – Optional feature – If enrolled, customer data will be sent to Carfax, Inc for inclusion on their vehicle history reports. The service center that performs the service is listed along with date, mileage and what was performed.

Inventory Reorder Settings

Inventory Reorder Settings are used in conjunction with the Automatic Parts Reordering feature of Pos-i-Lube. This feature tracks your usage habits and ultimately will be able to predict how many parts or lubricants should be ordered at any given time. Before using this feature, you will need to enter your own values in the Inventory Reorder Settings page. To change these settings, navigate to the Store Information Setup screen.

  • Lead Time is the number of business days from the time an order is placed until the order is delivered.

  • Days Between Shipments is the number of business days from the arrival of one order until the arrival of the next order.

  • Days Safety is the number of business days you will be able to operate in the event a shipment is late for delivery. For more information on how to use Automatic Parts Reordering, see the Inventory section of this manual.

For more information on how to use Automatic Parts Reordering, see the Inventory section of this manual.