To build a new inspection package or edit an existing inspection package, open the Inspection Package Wizard by clicking on:
Select the option to Build New Inspection or Edit Existing Inspection.
Note: The Edit Existing Inspection option also enables the following 2 options:
Print Selected Inspection
Delete Selected Inspection
In the MFG/Part Number field, enter the part number following the default 3-character INS manufacturer code. The part number can be up to 15 characters long, in addition to the 3-character manufacturer code.
In the Description field, enter a description for the inspection package. This description will appear on the POS screen when the inspection package is selected.
In the Inventory Detail Sub Type drop down box, select a sub-type value for the inspection package. The value selected will automatically populate the Detail Sub Type field in the inventory record. (See Inventory Detail Sub-types for more information.)
In the USID field, enter the Universal Service ID for the Activant Catalog. When using Service Intervals from the Activant Catalog, Service Intervals can be linked to inspection packages via the code.
Check the Make Fixed Price box if the inspection package has a pre-set price at which this package will be sold. (If the price for the inspection package varies, leave this box unchecked.)
Enter the pre-set price for the inspection package in the Fixed Price field.
In the Auto Add Sequence field, enter a value greater than 0 for the system to automatically include this inspection package when a new ticket is created. The application will include packages with a sequence value of 1 at the top of the ticket, then packages with a sequence value of 2, etc. Packages with a sequence value of 0 will not be automatically added to the ticket.
In the Service Interval Months / Miles field, enter the number of months or miles (whichever value is expected to be met first) to elapse before this Inspection Package should be performed again.
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:
Click Add Detail to define the inspection package components.
Select the component type being added from the Detail Type drop down box:
Comment - to include a comment line as a line item in the inspection package.
Enter Manually to reserve a line in the inspection package for an item to be manually entered at the point of sale. When the inspection package is selected at POS, the user must access the parts catalog and choose the correct part.
Labor From Catalog to include a Category / Labor Group from the catalog. The actual labor part number will be selected at POS. This option creates a vehicle specific job package since the actual labor part numbers will not be selected until the vehicle is entered at POS. This feature is extremely useful when the same job package will be used for many different types of vehicles.
Select Code or Description to determine how to search for labor parts in the catalog. Selecting Code will provide the general Categories and corresponding Labor Groups to select from. Selecting Description will allow you conduct a more specific search based on a list of all the Labor Part Descriptions contained in the Labor Groups.
Click on Find Code to select a Category / Labor Group. Once a Labor Group is selected, the selected Labor Group value and corresponding Code number will populate the Lookup by field and Description field. (The Description field can be modified if applicable.)
Click on Find Desc to select a Labor Part Description. The selected Labor Part Description value will populate both the Lookup by field and Description field. (The Description field can be modified if applicable.)
Part From Catalog to include a Category / Part Group from the catalog. The actual part number will be selected at POS. This option creates a vehicle specific job package since the actual part numbers will not be selected until the vehicle is entered at POS. This feature is extremely useful when the same job package will be used for many different types of vehicles.
Select Code or Description to determine how to search for parts in the catalog. Selecting Code will provide the general Categories and corresponding Part Groups to select from. Selecting Description will allow you conduct a more specific search based on a list of all of the Part Descriptions contained in the Part Groups.
Click on Find Code to select a Category / Part Group. Once a Part Group is selected, the selected Part Group value and corresponding Code number will populate the Lookup by field and Description field. (The Description field can be modified if applicable.)
Click on Find Desc to select a Part Description. The selected Part Description value will populate both the Lookup by field and Description field. (The Description field can be modified if applicable.)
Enter or modify the Quantity displayed if applicable.
Part From Inventory to include a part from inventory in the inspection package. (Note: On the Inspection Package Wizard screen, the items will display the detail type selected when each item was added.)
Complete the enabled fields for the selected Detail Type value selected.
Check the Actual Inspection Item box for each item you wish to be included in the vehicle inspection process and assign a status (Ok, Marginal, Replace) to. For example, a comment detail line that requires a status to be entered would have the parameter box checked, whereas a comment detail line entered specifically for the inspector would not have the parameter box checked, as it is considered an informational line and not part of the actual inspection process.
Click on one of the following save options when finished:
Save Detail -- All line information entered will be transferred to the detail area of the screen.
Save Detail and Add/Edit Remedy Item -- Save all line information entered and add or edit any parts required for repair, if the vehicle does not pass the inspection package.
Selected Remedies for Inspection Detail Part screen:
Select the Detail Type from the drop down box:
Labor From Catalog
(See Labor From Catalog above for further information)
Click Save Detail when all displayed information is correct.
(See remedy parts below for further information)
Click OK to save information entered.
Part From Catalog
(See Part From Catalog above for further information)
Enter or modify the Quantity displayed if applicable.
Click Save Detail when all displayed information is correct.
(See remedy parts below for further information)
Click OK to save information entered.
Part From Inventory
Type in the Part Number and press Enter.
Modify the Description displayed if applicable.
Modify the Quantity displayed if applicable.
Click Save Detail when all displayed information is correct.
(See remedy parts below for further information)
Click OK to save information entered.
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:
Select the component to modify from the detail box and click Edit Detail.
Make modifications and click Save Detail or Save Detail and Add/Edit Remedy Item when finished.
Delete an inspection package component:
Select the component to delete from the inspection package detail information box and click the Delete Detail button.
System will display a warning message Are you sure you want to delete the selected item?
Click YES to delete.
Add or edit any parts required for repair, if the vehicle does not pass the inspection package.
Click Add/Edit Related Items(s) for this Detail to open the Selected Remedies for Inspection Detail Part screen.
Select the Detail Type from the drop down box:
Labor From Catalog
(See Labor From Catalog above for further information)
Click Save Detail when all displayed information is correct.
(See remedy parts below for further information)
Click OK to save information entered.
Part From Catalog
(See Part From Catalog above for further information)
Enter or modify the Quantity displayed if applicable.
Click Save Detail when all displayed information is correct.
(See remedy parts below for further information)
Click OK to save information entered.
Part From Inventory
Type in the part number and press Enter.
Modify the Description displayed if applicable.
Modify the Quantity displayed if applicable.
Click Save Detail when all displayed information is correct.
Click OK to save information entered.
Inspection items associated with remedy parts are noted by a check mark in the remedy column in the Selected Remedies for Inspection Detail Part screen. Once a remedy part is listed in this screen, the following options are available:
Click Add Remedy Item to add additional associated parts.
Highlight the part to modify from the Selected Remedies for Inspection Detail Part screen and click Edit Remedy Item.
Highlight the part to delete from the Selected Remedies for Inspection Detail Part screen and click Delete Remedy Item.
System will display a warning message Are you sure you want to delete the selected item?
Click YES to delete.
Click Ok when all modifications are completed.
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:
The Total Price field will display the fixed price dollar value of the inspection package. (Note: this will only appear when adding an inspection package with a fixed price.)
The Price Remaining field will reflect the dollar value that exceeds the fixed price or the dollar value that is needed to meet the fixed price. (Note: this will only appear when adding an inspection package with a fixed price.)
The Price Remaining field will display $0.00 when the package components total dollar value equals the fixed price total dollar value.
Click Next to finalize an inspection package:
Click Finish to finalize the inspection.
Click Back to make any changes.