Shop supplies can be automatically calculated as a percentage of retail / customer pay repairs automatically, or manually overridden on a service invoice / RO.
Set Up Automatic Shop Supply Percentage
Override Shop Supplies Amount on RO
Set Up Automatic Shop Supply Percentage
| IMPORTANT: Shop supply percentages are calculated on retail repair types. They are not calculated on other service repair types, including internal, warranty, or policy charge. To add shop supplies to other types of invoices, you will need to create a shop supplies part. |
The shop supplies percentages are set up by your dealership during initial setup of the Infinity program. These settings can be modified in the Company Settings' Service section, but this should only be performed by members of management.
When parts or labor are added to a retail-type invoice, the shop supplies are calculated and shown in the invoice breakdown section in the lower right of the screen.
Create Shop Supplies Part
Entering a shop supplies part allows you to add shop supplies to non-retail tickets.
- Open the Parts & Service module.
- Select (600) Master Inventory from the menu tree on the left side of the screen. This will open a blank master inventory page.
- Select the Add button on bottom left of the page. This will open a New Part popup.
- Enter the new part number. For shop supplies, it is common to use SS as the part number.
- Select the OK button. This will open a new part profile with the part number you entered.
The minimum information needed for the part to be saved includes:
- Default Supplier - This can be any supplier for your dealership.
- Category - Choose the Shop Supplies category.
- Part Number - SS, as mentioned above.
- Description
Note: It is common to add a large quantity of this part to your on hand quantity. Doing this will allow your employees to add this to tickets without receiving warnings about selling into negative quantities.
- At this point, you can select to Save and the part will be added to your master inventory.
When adding this part to an invoice, you can set the price for the supplies. Supplies entered using the shop supplies part will affect the Shop Total in the RO invoice breakdown section in the lower right of the screen.
Override Shop Supplies Amount on RO
If you need to enter a different shop supply amount than what has been calculated on an RO, click the Supplies button at the bottom of the invoice.
This will open a popup window.
If you want to enter a custom shop supply amount, check the box to override shop supplies, then enter the new amount.
Click the exit button to return to the service invoice. The shop supply amount in the invoice breakdown section in the lower right of the screen will be updated to the override amount.
