Kits are a fast manner for entering parts and labor on a workorder using a single code. Once setup, and entered on a workorder, the kit loads existing parts and labor glossaries quickly, and without operator input, onto the workorder.
Setup
• The Kit Code may be setup in the same manner as all other glossary codes.
• The Charge refers to a single price to be charged, under labor, for the complete service. If no charge is specified, all items will be individually assessed on the workorder. If an amount is specified, the title line will be listed and labor, followed by the charge, and the parts and labor itemized charges will be n/a. This is especially good for services where there is one price, regardless of what parts and services are actually rendered.
• The Kit Title is a one line description of the service. The title should specify the exact type of service being rendered. It is not a detailed description of the services. An example of an automotive shop kit title might be: Mustang 30,000 mile factory service.
• The system provides blanks for specifying six Parts Pick Lists. It is vital that these be actual pick lists that are in the system, or the items can not be placed on workorders. When entering parts on a workorder, a picklist is preceded by the #. Do not include this symbol in the kit function.
• It also provides blanks for specifying six Labor Glossaries. Be sure these codes also exist. When using kits, the system will not link glossaries. Therefore, all services must be specified. Enter only the actual glossary code.