Company Settings control how MotilityAnywhere handles different features and options. The Parts subtab allows you to set defaults for many different areas of the Parts & Service module.
Open Company Settings for Parts
Open Company Settings for Parts
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Open any MotilityAnywhere module.
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Click the Settings icon.
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Select the Settings option from the menu.
The Settings screen displays, where you can apply settings at different levels.
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Verify the Company Settings tab is selected.
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Click the Parts subtab on the left side of the screen.
The following options for defining parts settings are available.
Cost Method
Select the cost method that your dealership should use to maintain parts costs long-term. The available options are:
- Average Cost - Commonly used. Average of item cost over time.
- Replacement Cost - Cost of replacing the item based on newest cost entry (entered during receiving).
- Standard Cost - Rarely used. Implies manual update of costs when part costs change.
Receiving Sales Tax %
Enter a percentage to tax received parts. This tax percentage works with the option in the part profile to pay tax when receiving and is usually only used for items used in-house.
Receiving Sales Tax Secondary %
Enter a secondary percentage to tax received parts when a second tax rate is tracked separately.
Reg Trans District %
(Colorado only) Enter the Regional Transportation District (RTD) tax rate into this field.
GST Tax ID
(Canada only) Enter your GST Tax ID into this field.
Default Quote Status
Select the default status for new quotes. The entry in this field is usually "Estimate" or "Quote".
Default Open Status
Select the default status for new invoices. The entry in this field is usually "Open", "Open Invoice", or "Invoice".
Default Closed Status
Select the default status for closed invoices. The entry in this field is usually "Closed".
Special Order Received Status
Select the default status for invoices when special ordered parts have been received. This status can be helpful to show when ordered parts have arrived for the invoice jobs.
Default Ticket Type
Select the default type of ticket when creating a new parts quote or invoice. The entry in this field is usually set to the "Parts Retail" type.
Default Non-Stock Days
Recommended to leave set to 0.
Default Non-Stock Quantity
Recommended to leave set to 0.
Reference Number Defaults to PO Number
A reference number is required when receiving inventory. Select this check box to use the purchase order (PO) number as the reference number.
Show Cost on Invoice
Select this check box to display parts costs on the accounting copy of a parts invoice.
Show Cost on Invoice Screen
Select this check box to display the part's replacement cost at the bottom of the parts invoicing screen.
If No Shipping Info, Make Same as Billing Address
Select this check box to automatically enter the customer's address as the shipping address on parts invoices. Automatically entering the customer's address is helpful when your dealership dropships parts to customers.
Warn if Customer is From a Different Country
Select this check box to display a notification when customers on dropship invoices are located in a different country.
Use Dealer Address for Taxing When Shipping In-State
Select this check box to use the dealership city, county, and state to calculate tax on dropship orders for in-state customers.
Print Company Name On P&S Tickets
Select this check box to print the dealership name on parts and service invoices.
Verify Printing of Invoices Y/N
Select this check box to display a message window used to verify whether to print invoices and to update the number of copies to print as necessary.
Verify Printing of Pay on Acct Y/N
Select this check box to display a message window when a payment on an account is received. This message window is used to verify whether to print invoices and to update the number of copies to print as necessary.
Barcode Printing Prompt from Receiving Y/N
Select this check box to display a message window used to verify whether to print bar codes when receiving parts on a receiving ticket.
Cashier
Select this check box if your dealership has a centralized cashier. When this check box is selected, employees must be granted access to cash out invoices.
Show Retail on Invoice
Select this check box to display the retail price on screen and print on invoices.
Send Inventory Receiving to Acct
Select this check box to automatically transfer inventory received to accounting.
Allow Opening of Cash Drawer From any Station
Select this check box to allow employees who have been granted access to open a cash drawer from any workstation.
Core Charges are Tax-Exempt
Select this check box to not charge tax on core charges added to an invoice.
Show Tax Section on Receivers
Select this check box to allow the tax section to display on the receiving ticket when receiving parts.
Warn on the Fly When Selling Parts Into the Negative
Select this check box to display a notification when attempting to cash out invoices with parts which will fall below zero quantity on hand.
Show Accounting on Invoice
Select this check box to print accounting details on the dealer copy of the invoice.
Update Master with Retail Price of Items Received
Select this check box to update the retail price for the part in the master inventory when a new retail price has been entered during receiving.
Update Master with Current Cost of Items Received
Select this check box to update the retail price for the part in the master inventory when a new cost has been entered during receiving.
Update Cost of Non-Stock Items When Received
Select this check box to update the retail price for the non-stock part master inventory when a new cost has been entered during receiving.
Parts Disclaimers
A disclaimer, such as a return policy, can be defined to display on the parts invoices.
The following options are available to define disclaimers.
Parts Disclaimer
Enter the disclaimer that prints on the bottom of the parts invoice.
Ticket Disclaimer
Enter the disclaimer that prints at the bottom of the receipt.
Synchronize Pricing With This Location
Select this check box to synchronize pricing with this location and enter any exchange rate needed in the Synchronization list box below.