Price Tables

You use price tables to create pricing structures for different situations. You can create as many price tables as you need.

To open the Price Tables page, go to Menu > Setup > Order Setup > Price Tables. For versions earlier than V. 2020.2, go to Menu > Setup > Price Tables.

Price Table Pg

  1. Menu: Lists application menu options

  2. Page title

  3. User menu: Lists user-specific menu options

  4. Price table selection fields: These two fields uniquely identify each price table and the options they control. You must select an option for each field.

    • Price Table Type: There are three types:

      • Claims: Used to submit warranty claims for reimbursement.

      • Invoice: Used to bill customers for services provided.

      • Repair Cost: Used to set automatic markup for shop supplies and burden costs on repair orders. This lets shops automatically add a fee line based on parts, labor, or service costs.

    • Price Tables: A list of available price tables. The list changes based on which Price Table Type you select.

  5. Navigation pane: These tabs let you open the different areas of the selected price table and add or edit them:

    • Parts tab: Only available for Claims and Invoice price tables.

    • Labor tab: Only available for Claims and Invoice price tables.

    • Services tab: Only available for Claims and Invoice price tables.

    • Vendor Charges tab: Only available for Invoice price tables.

    • Fuel Tickets tab: Only available for Invoice price tables.

    • Misc Fees tab: Only available for Invoice and Repair Cost price tables.

  6. Price Table command buttons: Lets you Deactivate, Add New, Reset, and Save price tables

  7. Function area: Where you enter information into the system

  8. Section command buttons: Lets you Delete, Edit, or Add a part of a price table. For example, if you have an invoice price table selected, and you are on the Parts tab, you can use these buttons to add, edit, or delete a cost or component markup.

Parts tab

Use this tab to set up the parts pricing structure. The tab page has four sections:

Price Table Information section

The Price Table Information section includes the price table name.

Parts Information section

The Parts Information section includes details about the base cost, the markup percentage, and how the system marks up the line items.

Required field: *

Field Definition

Cost Basis *

Identifies the base cost before any markup is applied

Default options:

  • Actual Cost

  • Last Cost

  • Average Cost

Your company can create additional options as needed. For details on creating other options, see Working with Codekeys. You modify the Price Categories group in the Codes section.

If a shop inventory part has that category set up on the Prices tab, the price gets marked up based on that category.

Percentage

Markup percentage

To enable this field, you must select Use Flat Markup. Otherwise, you specify markup amounts based on the values in the Cost Markup and Component Markup sections.

Note: If you leave this field blank, the system uses zero (0) by default. If this field is zero (0), no markup will be applied.

Use Flat Markup

If selected:

  • The Percentage field is enabled.

  • You cannot update the Cost Markup and Component Markup sections.

Cost markup section

The Cost Markup section includes details on cost markup ranges. You identify a low cost and a high cost, and then you identify a markup percentage for that range.

This section is inactive if the Use Flat Markup feature is active. Select Use Flat Markup in the Parts Information section to disable that feature.

If you add a component code markup, it overrides the values in this section.

Field descriptions

Field Definition

Low Cost

Low cost of the cost markup matrix range

High Cost

High cost of the cost markup matrix range

Markup %

Markup percentage

Component markup section

The Component Markup section includes details on individual component cost markups.

  • This section is inactive if the Use Flat Markup feature is active. Select Use Flat Markup in the Parts Information section to disable that feature.

  • If you add a component code markup, it overrides the values in the Cost Markup section.

Field descriptions

Field Definition

Component

Component code assigned to an item

Markup %

Markup percentage

Labor tab

Use this tab to set up the labor pricing structure. The tab page has four sections:

Labor Information section

The Labor Information section includes details about the base cost, minimum number of labor hours, and the markup percentage.

Field definitions

Required field: *

Field Definition

Cost Basis* *

Identifies the base cost before any markup is applied

Default options:

  • Actual Cost

  • Last Cost

  • Average Cost

Your company can create additional options as needed. For details on creating other options, see Pay Grades. You modify the Price Categories group in the Codes section.

Min Labor Hours

Minimum number of labor hours charged to repair orders

Note: If a repair order has less than the minimum labor hours, the value in this field is applied to the order.

Percentage

Markup percentage

To enable this field, you must select Use Flat Markup. Otherwise, you specify markup amounts based on the values in the Cost Markup and Component Markup sections.

Note: If 0 is entered in the percentage field, there will be no markup on the selected item type.

Services tab

Use this tab to set up the non-vendor service line pricing structure. The tab page has four sections:

Services Information section

Field definitions

Required field: *

Field Definition

Cost Basis *

Select an option from the dropdown list. The options available depend on your system setup.

Percentage

Enter a percentage value, or use the up and down arrows to scroll to a value.

Your company determines how non-vendor service lines function by modifying the application option [Repairs] Allow Non-vendor Service Lines On Orders.

Vendor Charges tab

Use this tab to set up the vendor charges pricing structure. The tab page has four sections:

Vendor Charges Information section

Field definitions

Required field: *

Field Definition

Cost Basis *

Select an option from the dropdown list. The options available depend on your system setup.

Percentage

Enter a percentage value, or use the up and down arrows to scroll to a value.

Fuel Tickets tab

Use this tab to set up the fuel ticket pricing structure. The tab page has four sections:

===Fuel Tickets Information section

Field definitions

Required field: *

Field Definition

Cost Basis *

Select an option from the dropdown list. The options available depend on your system setup.

Percentage

Enter a percentage value, or use the up and down arrows to scroll to a value.

Misc Fees tab

Use this tab to set up invoice fees. The tab page has three sections:

This tab is available on invoice and repair cost price tables only.

Misc Fees Information section

The Misc Fees Information section includes details about miscellaneous fees.

Field definitions

Required field: *

Field Definition

Charge Category *

Fee type/category

Note: You must set up the fee charge category before creating miscellaneous fee charge types. For details, see Tax Rates and Fees.

Description *

Fee description

This description appears on the invoice.

Taxable

Determines if the fee is taxable

  • EnabledThe fee is taxed when creating an invoice.

  • InactiveThe fee is not taxed when creating an invoice.

Fee calculation section

The Fee Calculation section includes details about the markup percentage or flat fee, minimum/maximum amounts, and how the fee is calculated.

There are two methods for calculating fees:

  • Percentage: If you select Percentage, the Percentage, Min Amount, and Max Amount fields are editable. The Flat Fee field is unavailable. The system uses a percentage to calculate fees on parts, labor, and/or services.

  • Flat Fee: If you select Flat Fee, only the Flat Fee field is editable. The Percentage, the Min Amount, and the Max Amount fields are unavailable. The system uses a flat fee on parts, labor, and/or services.

Field definitions

Field Definition

Percentage

Fee percentage

Min Amount

Minimum fee amount

Specify the minimum amount required for the system to apply the fee on a repair order invoice.

Max Amount

Maximum fee amount

Specify the maximum amount a fee will apply to a repair order invoice.

Calculate on Parts?

Toggle this option to YES if the fee applies to parts

Calculate on Labor?

Toggle this option to YES if the fee applies to labor

Calculate on Services?

Toggle this option to YES if the fee applies to service lines

Flat Fee

Fee amount

If you leave the filed blank or enter 0.00, the system does not charge a fee.