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Check all the product categories you need for service are setup set up in a way that suits your reporting requirements. For example, you may want a category for 'Service labour' and one for 'travel' or just one for Service with sub categoriessubcategories.
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- Review the sales revenue, cost of goods and stock on hand accounts on all the service categories.
If you wish to breakup break up your general ledger to reflect the different service charges you will need to step up the general ledger accounts firstly. - Add or change the categories as required
- For the Non-Stock Products for Labour and Travel ensure that you set up the Non-Stock Costing methong method to “ProductSupplierCost" on the General Tab.
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Make sure there is at least one territory setup set up and that the Is Technician checkbox is ticked
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Ensure to add the Users/Technicians to the territory
Setup users for technicians
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Make sure you assign the correct Non-Stock Product Category being one of the service categories you checked in the step above
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- You need a seperate separate labour product for each labour rate.
- You do not need a seperate separate labour product for each service order type. You can use service order type types such as 'MaitenanceMaintenance' and 'Workshop' to split up you your labour reporting without using different labour product codes
- Ensure you have a product for travel and for special labour types like senior technicians etc. if the rates are different
Delete the product units for each product and set the default sell unit to be a unit that is a unit of time such as hour hours for the Labour product and Hours for the travel product.
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Ensure that the Products have the correct 'Type' assigned to them. Example productid = Labour, Type= Labour; Productid = Trav Type = Travel Time and so on.
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- Change the status of any service products you do not need anymore to 'Archived'
- Do not change the product code of any products
- On the Supplier Tab on the product of Travel and Labour, ensure there is a primary supplier. Set the “Cost Price 1” to be the nominal hourly cost.
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Ensure that for every Machine, the product that stands for the Model is on the General Tab within Products. The Manufacture and Model need to be on the Machine Product in order for the Machine Profitability Report to Run when selecting a Product.3
Ensure that if a manufacture manufacturer is to be charged for Warranty Work on a machine that the Manufacture cardid is assigned to the product that stands for the Machine. Set up of Manufacturer Warranty on Service Order & Inserting the Service order for Warranty- Ensure that on Cards, the cardid is ticked for 'Is Customer' and 'Is Manufacturer'.
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- Order types allow you to group and classify your service orders. They are also used to calculate totals on service reports.
- Open order types in system administrationorder typeseadministration order types. Review the types of orders available and check they suit your requirements. The standard order types such as Warranty and Maintenance may not sufficient for your requriementsrequirements
- Order types are used on the Service Order itself.
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- Log onto readysell>administration>standard notes
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