Location Defaults

Use the Location Defaults dialog to set a number of important default values for your business Location(the basic level in the company structure or business hierarchy - the individual retail store or shop).

The Location Defaults dialog is organized into six tabs:

To access the Location Defaults dialog:

To modify Location Default settings:

The International Tab

Time Zone Information; The software reads the server's time zone from the server when you log in. You must set the Time Zone of the business Location the first time you use a new workstation.  If the server and the business Location are in different time zones, the offset is displayed. The software uses this offset to calculate reporting period parameters.

International Default; The software uses the Default Country parameter to set different field labels such as State vs Province.

The Purchase Tax Tab

The software's Accounts Payable module is tightly integrated to it's Purchasing system . When parts are received, a Supplier Invoice is automatically created, which will later be posted to the supplier's account payable.

To have the software automatically apply default taxes to Supplier Invoices during this process, indicate the first and second taxes using this tab.

A reclaimable tax is a tax which you pay to the supplier, but which you can later reclaim from the applicable government agency. A good example is Canada's GST. By checking the Reclaimable check box, you tell the software to add the amount to the appropriate asset GL account, and create the applicable reports.

Remember, the purchase taxes you set up here are defaults only, and may easily be changed before posting Supplier Invoices to payable accounts.

Many accounting adjustments, such as debit adjustments to supplier invoices and debit adjustments to accounts payable are subject to tax. Use this tax to define defaults for those taxes. Remember, you may easily change defaulted taxes at the time you make the adjustments.

The Accounting Tab

The Accounting Tab allows you to specify some accounting defaults. These defaults can be overridden if required when records are created.

Service Rate Charge allows you to specify what accounts receivable service charge rate is automatically applied to a contact when it is created.

Receivable Purge Method allows you to specify what purge method to use when a new accounts receivable is created. The choices are balance forward and open item.

Allow On Accounts from Other Locations - If checked, you will be able to charge on account using credit limits established by the location which owns the contact. The receivable will belong to the billing location.

Payable Purge Method allows you to specify what purge method to use when a new accounts payable is created. The choice are balance forward and open item.

Payable Due Interval - Allows you to set the default amount of days before the supplier invoice is due from the posting date. This will be the default for all new supplier contacts unless changed on the contact card.

Payable Due Date - Allows you to set the number of days after the beginning of the upcoming month before the supplier invoice is due. This will be the default for all new supplier contacts unless changed on the contact card.

Materials Tab

This Location's Default Materials Sell Price Maintenance Method

The software has 4 automatic ways to maintain material sell prices. Use this setup option to have the software default all newly created material item cards to this sell price maintenance method. Remember, this is a default only; you may easily change the price maintenance method for individual materials items at the time you create them.

• Choose the applicable Sell Price Maintenance method from the drop-down list.

• • Select Maintain All Sell Price Data Manually For this Item if you want to manually update buy and sell prices for this item.

  • Select Update Base Buy & MSRP When Purchasing And Auto Recalc Sell Prices to have you prices updated as you receive orders for this material item.

  • Select Update Base Buy & MSRP With Master Catalog Changes And Auto Recalc Sell Prices to have the base buy prices synchronize with the master catalog materials list but maintain unique selling levels at the location.

  • Select Lock all Sell Price Data To Master Catalog Sell Price Data to have the base buy pricing and sell levels synchronized with the master catalog materials list.

Price Maintenance (3:08)

Online Catalog

The software provides an online catalog service that can extend your inventory beyond the basic inventory features. The online catalog provides additional information about material items such as: images, technical information, features, and benefits. It is primarily intended to be used as a sales tool. A good example would be the ability to aid the sales staff when selling tires. Common things they would need to know is the UTQG and the features and benefits of the tire.

• Contact your distributor for more information.

The Reminders Tab

You will use the Reminders tab to set two important parameters with respect to generating Service Reminder lists.

Recently Reminded Interval - Dictates the amount of time (in days)between the sending of reminders. If you send a reminder today, how long do you wait until another reminder is sent for the same vehicle.

Inactive Customer - Dictates the amount of time that should pass (in days) without services performed for a customer to be deemed inactive. You may send reminders to a customer only for so long before you determine they are not returning for service. The inactive report allows you to identify these customers for additional analysis.

For details on creating Service Reminders, refer to Vehicle Care Management System.

Schedule Next Visit - You can preset the default method of scheduling on the invoice posting dialog.

• New Work Wizard - Will automatically start a New Work order immediately after posting the current invoice with the same customer and vehicle information so that the next appointment can be scheduled. The customer and vehicle information can be changed if required.

• Scheduled Visit - Will automatically start the New Scheduled Visit dialog with the customer and vehicle information. The customer and vehicle information can be changed if required.

Inspection - You may specify which convention you wish to use for technician inspections. Which ever one is checked will force the formatting of the pin-point inspections to comply.

• A-R-S - Uses the convention of advise, recommend, safety.

• R-S - Uses the MAP convention of suggested and recommend.

The Force Case Tab

Many users have a preference for how different fields in file cards and Work Order documents appear when Service Advisors add data. Use these check boxes to indicate your preference.

Proper Case would indicate that proper case for the particular task at hand be used. A sentence description would capitalize the first letter of the sentence. Plate numbers, VIN and Postal Codes would be set to Upper case.

Do not force case would allow you the flexibility to fill in the field as you type it.

Location Defaults (18:13)