I am not sure if this has been asked already... but could not find a thread...
Shop supplies- we need a way to take these off of an estimate/revision. We deal with a lot of extended warranty & insurance companies that do not want to pay the shop supplies fee. We have to send these estimates to those companies & we get docked for having the shop supplies on. We do not put anything into invoices until the last step. So the ability to get rid of shop supplies in estimate/revision would be great.
Running 6.4... have not installed 6.5 yet.
Thanks, ARS
Take Shop Supplies Off Revisions?
- timbre4
- System Guru / Moderator
- Posts: 4470
- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: Take Shop Supplies Off?
Order Options - uncheck the Shop Supplies box.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Re: Take Shop Supplies Off?
You can not do this in the revision & sub estimates... you can not take them off there...
- timbre4
- System Guru / Moderator
- Posts: 4470
- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: Take Shop Supplies Off?
I completely missed the Revision mention; the tax/fees are estimated and Revision shares Estimate settings. As such, it can be done there IF you UN-check the Include Tax/Fees in Estimates.
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Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Re: Take Shop Supplies Off Revisions?
But this is not for individual revisions... doesn't that shut them off totally... so when my boss is working on a revision that does not need shop supplies & then i am working on a totally different vehicle that can use them... won't that mess everything up. Plus the warranty companies may pay taxes. We only need to turn off shop supplies for certain revisions & orders not every one.
Thanks, ARS
Thanks, ARS
- timbre4
- System Guru / Moderator
- Posts: 4470
- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: Take Shop Supplies Off Revisions?
This is where we are until the database is re-architecture for By-The-Job; the Order screen and Revision screens are considered in their totality in terms of taxes and fees. I would leave the tax setting where it is.
In the meantime, I believe the most popular work-around is to copy everything to the Order screen then quote or print it. Then move the appropriate items to Revisions.
In the meantime, I believe the most popular work-around is to copy everything to the Order screen then quote or print it. Then move the appropriate items to Revisions.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer