Inspection Package Configuration

Inspection Package Configuration

 

 

  1. Build Inspection Packages

 

To build a new inspection package or edit an existing inspection package, open the Inspection Package Wizard by clicking on:

TOOLS | SYSTEM CONFIGURATION | INSPECTION PACKAGE CONFIGURATION

 

Note: The Edit Existing Inspection option also enables the following 2 options:

 

 

 

 

 

 

A shop question can be set for the system to automatically add Inspection Packages as maintenance scheduled items based on the required Service Interval Months/Miles field. The Scheduler can also be setup to automatically add Inspection packages to the Recommended Services file based on the Services Interval Months/Miles field.

 

 

Click Next to define Inspection Package parts/components:

Selected Remedies for Inspection Detail Part screen:

Select the Detail Type from the drop down box:

 

 

 

When an item from the inventory file is added to the inspection package, the Description and Sales Category fields are automatically populated with the Description and Sales Category values, if available, from the inventory record. The saved information will appear in the inspection package detail information box.

 

Continue to add the remaining components until the inspection package is complete.

 

 

Edit an inspection package component:

 

 

Delete an inspection package component:

 

 

Add or edit any parts required for repair, if the vehicle does not pass the inspection package.

Select the Detail Type from the drop down box:

 

 

Inspection packages defined as ‘Fixed Price’ will not be able to be finalized until the prices of the individual items included in the inspection package add up to the total fixed price. As items are added to the inspection package, the Price Remaining field (at the top of the screen) will tally the price of each item, compare it to the fixed price total and display the amount remaining. In order to reach the fixed price total, the prices at which the individual items are normally sold may need to be adjusted. When an inspection package is sold, the price of each individual item listed on the printed ticked is based on the adjusted item price used in the inspection package detail. The fixed price total verification process will only apply to inspection packages designated with a fixed price.

 

 

Fixed Price total verification:

 

 

Click Next to finalize an inspection package: