Company Information settings control how the program handles different features and options. The parts tab allows you to set defaults for many different areas of the parts module.
- Select the Company Information module.
- Click the Parts menu option on the left side of the screen.
Check this box if your dealership has a centralized cashier. Checking this option will remove the ability to cash out invoices from employees without the permissions to do so.
Show Retail on Invoice
If checked, the retail price will show on the screen and print on invoices. The retail price will reflect the percentage of list price and any markup.
Send Inventory Receiving to Accounting
Check this box to have inventory received transfer to accounting automatically.
Allow Opening of Cash Drawer From any Station
Check this box to allow employees (with security permissions) to open the cash drawer from any computer.
Core Charges are Tax-Exempt
Check this box to not charge tax on core charges when added to an invoice.
Show Tax Section on Receivers
Checking this box will allow the tax section to show on the receiver when receiving parts.
Receiving Sales Tax Percentage
Enter a percentage to tax received parts. This 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 Percentage
Enter a secondary percentage to tax received parts, if you need to track a second tax rate separately.
Warn on the Fly When Selling Parts Into the Negative
Selecting this box will prompt users who attempt to cash out invoices with parts which will fall below zero quantity on hand.
Show Accounting on Invoice
Check this box to have accounting print on the dealer copy of the invoice.
Default Quote Status
Choose the status from the dropdown that you want new quotes to show under by default. This is usually "Estimate" or "Quote".
Default Open Status
From the dropdown, select the status that you want new invoices to show under by default. This is usually "Open", "Open Invoice", or "Invoice".
Default Closed Status
Choose the status from the dropdown that you want closed invoices to show under by default. This is usually "Closed".
Special Order (S/O) Received Status
From the dropdown, select the status that you want invoices to show under by default when special ordered parts have been received. This can be helpful to show when ordered parts have arrived for the invoice jobs.
Default Ticket Type
Choose the default type of ticket. This will be used when creating a new parts quote or invoice by setting the type automatically. This is usually set to the "Parts Retail" type.
Update Master with Retail Price of Items Received
Update Master with Current Cost of Items Received
Update Cost of Non-Stock Items When Received
Enter the Regional Transportation District (RTD) tax rate into this field. This is a tax specific to Colorado.
Choose the cost method that your dealership will use to maintain parts costs long-term. The available options are:
- Average Cost - Commonly used. Average of item cost over time. Most accurate for accounting purposes.
- 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.
Reference Number Defaults to PO Number
A reference number is required when receiving parts. Check this box to use the purchase order (PO) number as the reference number.
Show Cost on Invoice
Check this box to display parts costs on the accounting copy of a parts invoice.
Show Cost on Invoice Screen
Check this box to show the part's replacement cost at the bottom of the parts invoice screen.
If No Shipping Info, Make Same as Billing Address
Check this box to have the customer address automatically populate to the shipping address on parts invoices. This is helpful to select when your dealership drop ships parts to customers.
Warn if Customer is From a Different Country
Check this box to have users receive a popup when customers on drop-ship invoices are from a different country.
Use Dealer Address for Taxing When Shipping In-State
Check this box to use the dealership city, county, and state information to calculate tax on drop ship orders for in-state customers.
Default Non-Stock Days
Recommended to leave set to 0.
Default Non-Stock Quantity
Recommended to leave set to 0.
GST Tax ID
(Canada) Enter your GST Tax ID into this field.
Printer Settings Tab
Print Company Name on P&S Tickets
Check this box to print the dealership name on parts and service invoices.
Verify Printing of Invoices
If checked, you will be prompted to verify that invoices have printed. Also allows you to change the number of copies to print.
Verify Printing of Pay on Account
If checked when a payment on account is received, you will be prompted to verify that invoices have printed. Also allows you to change the number of copies to print.
Choose the font size for receipt text.
Number of Inches to Feed the Ticket Printer After Printing
Enter a number of inches to advance your receipt paper after printing a receipt.
Sometimes, you may wish to show a disclaimer or return policy on the parts invoices. You may enter this information into the disclaimers tab.
Enter the disclaimer that will print on the bottom of the parts invoice.
Enter the disclaimer text that will print at the bottom of the receipt.
Check the box to synchronize pricing with this location and enter any exchange rate needed in the table below.