From the Main Menu, select Inventory & Service Management, then Inventory Group Maintenance.

A list of your item groups will be displayed.

The “Add” button on this screen will allow you to add a new item group to QuickTouch. The “Page 1 of X” indicator will show if there is more than one page of item groups. You can use the “Forward” and “Back” buttons to scroll through the list.

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

When viewing or adding an item group, press OK to save any changes, or Cancel to exit without saving.

Item Group Description Enter a name or brief description of the group.

Select the Order Select how inventory items in the group will be ordered. Items can be listed numerically (AF1, AF3, AF200), alphabetically (AF1, AF200, AF3), or by the sort order number designated for each item (this is normally only 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 such as Lube and Car Wash. You can indicate here which profit center the inventory is assigned to so it can be tracked separately for each 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.

From the Main Menu, select Inventory & Service Management, then Inventory Item Maintenance.

A list of your item groups will be displayed.

The “Page 1 of X” indicator will show if there is more than one page of item groups. You can use the “Forward” and “Back” buttons to scroll through the list.

After choosing an item 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.

To delete an item, select it then press the green DELETE button at the top of the screen.

When viewing or adding an item, press OK to save changes, or Cancel to exit without saving.

NOTE: The Next button at the top of the page can be used to move directly to the next inventory item, based on their onscreen sort order, without having to click OK and needing to 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.

Last Received Cost This is YOUR cost, not how much you charge the customer. While the cost of an item can vary over time, the Inventory 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.

Premium Amount Used in situations where the item has a higher cost and you wish to charge the customer extra for it.

For example, an oil filter is normally included as part of an oil change service. However, if the oil filter is for an import or specialty vehicle your cost is higher (say $8 instead of $3), so you want to add an upcharge amount to this particular item. You would enter the “extra” amount you want to charge the customer for this item in the Premium Amount field.

By The Unit or Service If using a Premium Amount on the item, indicate whether the customer will be charged by the Unit (for each unit of the item used) or by the Service (only added when the service is sold).

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, unless 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 to enter a price for the item. 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 can be listed numerically (AF1, AF3, AF200), alphabetically (AF1, AF200, AF3), or by the sort order number designated for each item (this is normally only used for Oils). The sort method for any particular group is configured in 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.