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Customer/Vehicle Type List

The Customer/Vehicle Type List dialog boxes allow you to specify parts and labor rates specific to a customer or a specific vehicle. The dialog box is opened by clicking the Type button in the Customer or Vehicle Screen.


Customer Type List

The Customer Type List dialog box is where you select a parts discount and shop labor rate for a customer; and enter a Resale License Number if the customer is a reseller. The Customer Type List is opened by selecting the Type button in the Customer screen.
 

To select a Parts Type/Discount:

  • Click your mouse pointer in one of the boxes in the Select field and click Ok. This will be the discount that will be applied to the customer's orders.

Note: If you do not specify a Parts Type/Discount, Manager defaults to the first discount listed. You can change the discount for an individual order by selecting Cust. TypeParts in the Order Item Entry-Parts dialog box.

To select a Labor Type/Rate:

  • Click your mouse pointer in one of the boxes in the Select field and click Ok. This will be the labor rate that will be applied to the customer's orders.

Note: If you do not specify a Labor Type/Rate, Manager defaults to the first rate listed. You can change the discount for an individual order by selecting Cust. Type Labor in the Order Item Entry-Labor dialog box.

 

To enter a Resale License Number:

Type the number in the Resale License Number text entry box.

 

Vehicle Type List

The VehicleType List dialog box is where you select a parts discount and shop labor rate for a vehicle. By default, these rates are the rates selected for the customer in the Customer Type List. Use the Vehicle Type List for instances in which you may have individual labor rates or parts discounts for different vehicles for the same customer. (For example, you might want to have special rates for an exotic or high-performance vehicle, etc.)
 

To select a Parts Type/Discount:

  • Click your mouse pointer in one of the boxes in the Select field and click Ok. This will be the discount that will be applied to the vehicle.

To select a Labor Type/Rate:

  • Click your mouse pointer in one of the boxes in the Select field and click Ok. This will be the labor rate that will be applied to the vehicle.

To restore a Vehicle's rates to the Defaults:

  • Click the Use Customer Data checkbox at the bottom of the dialog box to restore the Customer Defaults for the Vehicle.

See also...

Customer Screen

Vehicle Screen