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How to create Misc. Charge Codes

Goal

After completing this how-to you will be able to create automatic charges for the service estimate and repair order, such as Shop Supplies, Freight, Hazardous Materials, or Other.

First Step

Start at the tab bar and click on the All Tab + sign. 

All Tab + sign. 

Go to the Location on the list of tab options. 

Go to the Location on the list of tab options. 

 

From the list of locations select the correct location to create your Misc. Charge code.
 select the correct location to create your Misc. Charge code.

Second Step

 

Scroll down to the Misc. Charge Code section, click New Misc. Charge Code to create a new one.

Click New Misc. Charge Code to create a new one.

 

Code field: Name the Charge Code.

Location: Will auto-populate and also will give you the option of changing it here by clicking on the lookup icon. 

Flat Amount: In this field, you can add a flat amount that will be applied to the Estimate or Repair Order

Percentage Based Amount: In this field, you can add a percentage to be calculated from the chosen Base Charge. This field will over-ride the Flat Amount field. 

Active: Check this box to make the Charge Code active. 

Description: Describe the Charge Code, this will show in the list view after complete. 

Base Charge: This is where you select the value to base the code from. Options are Labor Sale, Labor Cost, Parts Sale, or Parts Cost.

Applicable Pay Types: Here you choose the pay type of the repair order. Options are Customer Pay, Warranty, or Internal. You can choose one or all by highlighting the pay type and clicking on the arrow to add them.

Maximum Charge: If you would like to have a Maximum amount to be added to the repair order input that amount here. 

Taxable: Is this added item Taxable if so check the box. Click Save

Edit Misc. Charge codeAvailable Base Charge options.  image.png

 

Note: If you hover over the question mark it will pull up help windows along the way. 

the question mark it will pull up help windows along the way. 

Congratulations you just created automatic charges that will be applied to the Service Estimate and the Repair Order.