Promo Packages - Lube and Oil Filter

The LOF Package is designed to provide package options with labor and different grades of oil. You can define 4 types of oil and associate 5 levels of service levels for each of them, such as the amount of oil to be included. Because interaction with Inventory list is limited, this package method has limitations. Since providing multiple options is not possible, it’s likely these packages will include a placeholder part item for oil filter. This can be overwritten with the actual oil filter part record used once applied to an order.

LOF Setup

These entries are maintained in Configurations – Lube, Oil & Filter Packages. This is where LOF package details are created or edited when required. The Categories button provides access to edit the category labels; keep the default labels or create your own to fit your needs. One approach is to customize these packages to handle a specific type of service offered, such as diesel truck oil changes. Up to twenty total service combinations can be configured.

Click on Edit to view the contents of a service level. This is where parts and labor specifics may be entered; access to Sublet, Notes and the Estimator are provided. Double-clicking a line item is the same as clicking on Detail.

Applying an LOF Package to an order

To add an oil change package to an estimate or order, click on Promos and select the LOF tab. Choose the Package you want to add to the order. Click OK. The program asks you to confirm your selection. Click Yes to add the Package and it will appear as   line items on the order.

To replace the generic oil filter line item, double-click on that line to open the Order Item Entry – Parts window. Then type in the actual oil filter part number and press Tab or if it is unknown, click on Inventory, select filters such as category, vendor or partial part number or description; click Search; highlight the correct oil filter part record and click on Transfer to place it into the Order Item Entry – Parts window. Click on Done. The correct oil filter is now on the estimate or order.