After reading this article you will be able to:
- Navigate to location
- Add miscellaneous charge codes to a location
Step One: Navigate to a Location
- Click the App Launcher icon.
- Enter Locations in the quick find area.
- Click Locations.
- Select desired location.
Step Two: Add Miscellaneous Charge Codes to a Location
- Click the Misc. Charge Codes tab.
- Click New.
- Fill in the fields to detail the Misc. Charge Code.
The * symbol marks required fields. The new Misc. Charge Code modal is comprised of:
|(a) * Code||Name of the Misc. Charge Code.|
|(b) * Description||Description of the Misc. Charge. This will print out on the Service Estimate or Service Repair Order as readable text.|
|(c) * Location||The Location that this Charge Code is associated with.|
|(d) Active||Is this Charge Code Available for Use? If not marked Active it will not show as available.|
|(e) * Applicable Pay Types||The Service Payment Methods that this Misc. Charge should be applied to. One or more may be selected.|
|(f) * Base Charge||The base from which Misc. Charges are calculated against.|
|(g) Percentage Based Amount||If specified the charges created will be based on the percentage specified here. Note: Flat Amount will be ignored if this property is specified.|
|(h) Flat Amount||If specified the flat amount is a non-variable charge to a line. This amount would remain static when placed on a line.|
|(i) Maximum Charge||For use with Variable Charge Codes. Maximum Amount that will be charged on each Job Line.|
|(j) Taxable||Is this Misc. Charge Code taxable on customer pay service job lines?|
- Click Save.
Add a Misc. Charge Code to the Job Line
When the Charge Code Shop Supplies is added to the Job Line, the dollar amount will populate automatically based off the set criteria.