Start by clicking “Build Estimate”

Edit New Job

Click Add Part and select the correct heading

The rest will be based on Adding a part manually for reference

Enter the Part information as follows

Enter Brand. Use the following process.

Vendor name, Vendor Part Number

Enter OEM part number - this is so that if something goes wrong, the number is easy to find and you don’t need to go back through the catalog

Add the part name - Use as much detail as possible without looking elaborate. Add value by explaining what the client is paying for

Additional Details as needed

Add quantity

Insert USD first cost with Default Parts Matrix

Insert GBP first cost and select UK Price Matrix

Select proper matrix - Note Tire mark up locally is Local pricing

Inspect pricing after saving Job to make sure prices are sensible. Adjust if needed, but be aware, there are shipping and duty costs in the matrix calculation. We need to make a profit on every part (some situations apply), so if you don’t know, then ask your supervisor.

Order parts. This will be done by the purchasing supervisor

Add part to the Purchase Order (PO)

Select item to add to PO

Enter the order by selecting Enter Phone Order.

Enter details of Invoice correctly

Note: USD amount will be added to the invoice line and the payment details line for accounting reference

Tracking will be added when the tracking becomes available. This will also need to be monitored.

Payment method will need to have the last 4 digits of the credit card added

Now, tricky part here.

Take all the items on the invoice and multiply them by .84 to get KYD price

Then take the shipping and all the taxes and add them together. Take that amount and multiply by .84 and divide by the number of items in the invoice and add that amount to every item in the invoice and place in as Cost on the PO.

Save and Complete