Services

Each of the Services in the inventory are grouped into categories called product codes. These codes organize your services based on the types of service it is. For example, all of your oil change services are grouped together because they all use the same parts: oil filters. You can have as many services as you like in each of these product codes.

Product Codes

Here is a list of product codes and the type of services that should go into each. All categories marked as User Defined can have any type of service that you want. All others need to follow this guide to ensure the data in your Stats menu is accurate.

1. Full Services
2. Air Filter Services
3. Transmission Services(For use with
Kits only, no T-Tech services)

Open

4. Breather Services

5. PCV Valve Services

6. Wiper Blade Service

7-8. User Defined

9. Flush and Fill Service

10. Front Differential Service

11. Rear Differential Service

12. Manual Transmission Service

13. Transfer Case Service

14. User Defined

15. Lube Only Service

16-17. User Defined

18. Car Wash

19. Air Conditioner Services

20 --> 54. User Defined

55-57. Miscellaneous Sales (taxable)

58-59. Miscellaneous Sales (non-taxable)

60. Miscellaneous Coupon (non-taxable)

Note: Product codes 55-59 are miscellaneous sales. This means that when you select these services in the Point-of-Sale, you will be able to type in your own service description and your own price. Product code 60 is a miscellaneous coupon, and the only product code that will allow a negative amount in the Point-of-Sale. If you select miscellaneous coupon from the Point-of-Sale, you will be able to type in your own description for your coupon and also a negative number, which will then be subtracted from the ticket total.

To Add a Service

Go to the Inventory tab, click on Management.

Open

Enter your password and then click on Inventory Setup.

Select Services from the Inventory Setup screen.

From the list of services, select the product code that you would like to add a service to.

Once you are in your selected product code, click the Add button at the bottom of the screen. This will create an empty service where you can type the name of the service, as it will appear in the Point-of-Sale.

Description

Once you have typed the name of the new service, press <Enter>.
Type the Description of the service, which will appear on the customers' receipt. Press <Enter>.

Next, click on the Change button. Circular radio buttons will appear next to all the attributes of this service that you can edit.

If this service has a retail price vs priced by parts, click on the radio button next to retail price and enter the price and then press <Enter>.

Click on the radio button next to Taxable Amount and enter how much of the retail price you want to be taxed and press <Enter>.

Proceed to Set Up features and set to either Y for Yes or N for No.

Set Up Features

Price Service By Parts: This feature allows you to base the price of a service on the price of the part that you sell with that service. For example, you would price your air filter service by parts. You would set your retail price for your air filter service to $0 and then you would have a price on each of your air filters. The price the customer will pay will depend solely on the air filter that was chosen. This feature requires that Call Up Parts be set to Y to work.

Call Up Parts: This feature allows you to call up a list of the parts in this product codes' parts list. For example, in your full service, you want Call Up Parts set to Yes so a list of your oil filters will pop up on the screen whenever you sell a full service. If this feature is enabled, you can accurately track your parts usage, and also be able to price the service by parts.

Call Up Quantity of Parts: This feature will call up a list after you select a part, which will allow you to tell Point-of-Sale how many of the selected part you used on the service.

Call Up Lubricants: This feature will allow you to call up a list of the items in your Lubricants inventory (A list of all of your oils).

Lubricants to Call UP: This feature allows you to select which oils you want to call up for each service.

To set up a custom oil list, click on Lubricants to Call UP button.

Click on each oil in the first column to select it. Once you are done selecting your oils, click Copy.

If you’d like to change the order of your final list or delete any oils from it, use the Modify List toolbar on right side of screen. When finished creating your custom oil list, click Go Back to return to your service options.
Once you are done programming the Set Up Features, you have successfully added a service and it will appear in your Point-of-Sale under the Services menu.

*If the service you have just added requires parts, proceed to the Parts section of the manual to learn how to add the parts for your services.

Sales History

Will show you how many of this particular service have been sold for day, month, year and in total.

Service Interval

Miles – The customer’s receipt and static sticker will indicate they should return in this many miles.
Months - The customer’s receipt and static sticker will indicate they should return in this many months.

PM Category

If the Preventative Maintenance Schedule feature is installed, the user simply needs to select the service they want to appear on the schedule by clicking the arrow in the drop down list and choosing appropriate service. Only one service per product code can be assigned to the PM Schedule.

To Edit a Service

To edit a service (i.e. change the price of a service), first navigate to the service you would like to edit. Second, click Change button. Third, click radio button next to the line you want to edit, type what you want to edit and press Enter. Click Go Back to exit the Services screen.

To Delete a Service

To delete a service, just select the service you would like to delete by clicking on it and then click the Delete button on the bottom of the screen. Click Yes when asked if you really want to delete the service.