Line items
Item types, stock parts, labor, discounts and fees, tax brackets, templates, and reordering lines on a ticket.
Each row in the Line Items card is one thing you are charging for. Reading left to right: move arrows, Type, Tax, Part #, Description, Team Member, Quantity, $ Retail, the line total, the decline button, and a red × to remove the line. Add Item adds another row.
Tip: Pick the Type first. A new line starts as Discount, and a price typed into a Discount line is subtracted from the total.
Item types #
| Type | Use it for | Extra fields |
|---|---|---|
| Stock Part / Stock Tire | Parts and tires from your inventory. Choosing it opens the Select Stock Part list; pick the item and its part number, description, cost, retail, and vendor fill in. | Vendor, Cost; DOT Number for tires |
| Outside Purchase Part / Outside Purchase Tire | Parts bought for this job rather than from stock. Type the details yourself. | Vendor, Cost, Invoice # (the supplier's invoice); DOT Number for tires |
| Labor | Time. The retail price fills in with the store's labor rate, and Quantity is hours. | |
| Fee | Shop supplies, disposal, environmental fees. Added on its own Fees row in the totals. | |
| Discount | Money off. Enter the amount as a positive number; it is subtracted, and its tax comes off the tax total. |
Stock lines are reserved in inventory as soon as the ticket is saved and deducted when it is invoiced. See Managing inventory.
Tax #
The Tax dropdown lists the store's tax rates and switches to the matching category automatically when you change the type. Change it by hand when a line should be taxed differently. Tax-exempt customers are handled automatically from the customer record. See Tax rates.
Cost, margin, and vendor #
Part and tire lines carry a Cost and a Vendor as well as the retail price. Cost drives the margin shown when you invoice, and the vendor goes on the Outside Purchase Tires report. Both are required before a part or tire line can be invoiced, along with the supplier's Invoice # on outside purchases and the DOT Number on tires.
Team member per line #
The Team Member dropdown lists the technicians chosen in the Details card, so you can credit individual lines on a multi-tech job. The Technician Productivity report works from the technicians on the ticket.
Reordering lines #
Use the up and down arrows at the left of a line. The order on screen is the order on the printout.
Declining a line #
The ban button beside a line marks it as declined by the customer: it stays on the ticket for the record, drops out of the totals, and becomes deferred work when the ticket is invoiced. See Deferred work.
Templates #
Templates save a set of lines you add often, such as an oil change (oil, filter, labor, disposal fee) or a tire rotation.
- To create one, build the lines on a ticket, open More and choose Create New Template, name it, and click Add. Part numbers, descriptions, quantities, prices, costs, and vendors are all saved.
- To use one, type its name in Add From Template, pick it from the suggestions, and click Add. The lines are appended to the ticket.
- More › Delete Template removes the selected template.
Templates belong to the store you created them in.