OVERVIEW
The application provides the ability to create inspection packages that can be associated with the vehicle on the open ticket. An inspection package is a collection of parts, labor items, and comments that are used in combination with one another to inspect and repair a vehicle. After completing an inspection, the results are entered in the Vehicle Inspection screen. A result of marginal or replace can be set to attach the associated remedy part(s) to the ticket or list of recommended services for the vehicle based on the shop question setting for saving a vehicle inspection.
Since an inspection package will be added to the inventory file, it must have a 3-character manufacturer code and (up to) a 15-character part number. Because an inspection package can be a combination of different manufacturers parts, and therefore different manufacturer codes, the application will use a 3-character manufacturer code of INS for all inspection packages.
Note: This INS manufacturer code is stored in the system configuration settings and will be automatically assigned each time an inspection package is created. If necessary, the inspection package 3-character manufacturer code can be overridden, but it must be done before any inspection packages are created! To override the default inspection package manufacturer code, access TOOLS | SYSTEM SETUP | POS SETTINGS | INSTALLER Packages tab and enter the new 3-character code in the Inspections Default MFG box.
Once an inspection package is created, an inventory record for that specific inspection package will automatically be added to the inventory file. On the inventory record, the Mfg field will be populated with the 3-character manufacturer code used for the inspection package. The Part Number, Description, and Pricing fields will reflect the information entered in the Inspection Package Wizard and the Detail Type field will be automatically set to Inspection Package.
The Taxable Flag field in the inventory record is ignored for an inspection package inventory record. Instead, the tax rate is determined for an inspection package based on the Taxable Flag that is set for each of the individual inventory records included in the inspection package. Refer to the Inventory Record for additional information on the Taxable Flag. Refer to the Tax Rate Setup to view the tax rate that will be applied based on the value specified in the Taxable Flag field.
When an inspection package is selected, the ticket displayed on the screen will not display the individual inspection package parts (to save space); however, clicking on the inspection package name will access a pop-up screen displaying the individual parts included in the inspection package. Although the individual inspection package parts are not displayed on the main screen, they can be listed on the printed version of the ticket based on the POS Settings shop question.
SETUP PROCESS
Steps: