Administrators must set up local litre prices for engine oils, gearbox oils, and coolants within their application. If they are not set up, a pop-up warning message will appear if trying to add an associated job to a quote.
Notes:
- If a dual brand retailer, oils should be set up separately for both brands.
- These items, referred to as Local Parts, can be edited at any time. (Click here for steps to update local parts.)
Watch this video to learn more!
To add generic fluids:
- Click the Administration tab.
- Click the Generic Parts tab.
- Two drop-down menus will appear. Parts in the first list do not have to be set up. Parts in the second list must be set up.
- Select a fluid from the list (first or second).
- Type 1 in the Quantity field to represent pricing per litre.
- Enter a Description for the fluid, such as engine specification.
- Create a Part Number (or use engine specification) in the provided field.
- In the Cost Excl. Tax field, enter the cost from your supplier.
- In the Retail Excl. Tax field, enter your selling price per litre.
- When ready, click Save.
- The fluid will be added in a list of Local Parts below. Be sure the Default option is selected to allow Menu Pricing to apply the new price.
- Note: The same oil may be added multiple times to reflect various price points. Be sure the desired option is selected as the Default.
- Note: The same oil may be added multiple times to reflect various price points. Be sure the desired option is selected as the Default.
KB Article #5897