Special Line Items Follow

Special line items are part numbers that CSRs enter by hand to record various special situations, such as receiving a deposit or selling an item that does not have a part number. When a CSR uses one of these, the amount and applicable discount have to be entered by hand.

Accessing Special Line Item Settings

To access these settings, choose the Company menu, then Settings, and then Special Line Items.

 

Generic Item Settings

Use this option to create a generic product. Using a generic product enables CSRs to quickly write up sales of unusual or one-time items. The person taking orders enters the generic item ID as a line item and then changes the description and enters a price. When you choose Generic Item Settings, the following fields are displayed.

Item ID - This generic item ID will be entered by CSRs when they sell one-time or rarely-sold products that are not available in Product Lookup. Enter an item ID that will be easy for a CSR to remember and use.

Discount Product Type - Select the type to consider the item when determining price discount. Choose a common discount type that will apply to a large number of generic items.

Tax Product Type - Select the type to consider the item when determining taxing. Choose a common tax product type that will apply to a large number of generic items.

 

Waived Deductible Settings

Use this area to create a part number that CSRs can use when they need to waive a deductible on an order and to determine whether or not these fields will require entry in order, when a waived deductible is added, before GlasPacLX saves the order. When you choose Waived Deductible Settings, the following fields are displayed.

Item ID - Enter an abbreviated name that identifies a waived deductible.

Description - Enter a full description of the corresponding Item ID for waived deductibles. On an order, the entry will appear in the Description column of the order entry grid when the Item ID is entered in a blank line. The default for this field is Waived Deductible.’

Waived Deductible Reason - Select this option to require a reason whenever a waived deductible is added to an order. The Waived Reason field is located in the Edit Line window for the Waived Deductible line item.

 

Waived Deductible Authorization - Select this option to require the name of the employee responsible authorizing the waived deductible. The Authorized By field is located on the Edit Line window for the Waived Deductible line item.

 

Coupon Settings

Use this area to create a part number that CSRs can use to record the use of a coupon.

Item ID - Enter a short ID that CSRs can enter to record the use of a coupon.

Description - Enter a phrase that will appear in the description field on quotes to describe the use of a coupon.

 

Applied Deposit Settings

Use this to record a part number that CSRs can use to apply the amount of a deposit that was already received. This is no longer the recommended way to enter deposits on workorders. Instead deposits should be added as payments.

Item ID - Enter a short ID that CSRs can enter when they apply a deposit that was previously received to a quote.

Description - Enter the phrase that will appear in the description field of a quote when a deposit that was previously received is applied to the quote.

 

Collected Deposit Settings

Use this to create a part number that CSRs can use to record the receipt of a deposit. This is no longer the recommended way to enter deposits on workorders. Instead deposits should be added as payments.

Item ID - Enter a short ID that CSRs can enter to record the receipt of a deposit.

Description - Enter the phrase that will appear in the description field on quotes to describe the receipt of a deposit.

 

Windshield Repair Settings

Use this window to enter the code that CSRs use to enter a windshield repair as a line item, and a description of that code. Choose the tax product type windshield repairs fall into.

Item ID -Enter a short ID code that CSRs can enter as a line item on quotes to record windshield repairs.

Description - Enter a description of windshield repairs. This is displayed on the quote window when the CSR records a windshield repair.

Tax Product Type - Select the tax product type that applies to windshield repairs.

Print Repair Savings on Orders - Select this checkbox to print the savings the customer gains by repairing the windshield instead of replacement it.

 

 

 

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