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Quote Setup
Canadian Pricing
| Shop Information | Change
Password
Before you begin generating Quotes
in OnDemand, it is very important that you set your
shop labor rate and other shop rates. You have the opportunity
to set up to three labor rates and apply charges for
Hazardous Materials and Shop Supplies in the Quote Options
dialog box.
To set your shop labor rate:
1. Choose Setup then Quotes Default
Settings. The Quotes Default Settings dialog box displays.
By default, quote options are displayed. The following
options are available:
| Option |
Description |
| Labor Rate |
The Name and Rate
at which hours will be extended on quotes. You can
enter up to three labor rates, the first of which
will be entered by default. Enter a name and rate
for each labor rate. By default, the rate you enter
first will be applied to quotes. |
| Shop Supplies |
Default
On - Check this box to add Shop Supplies charges
to orders by default. Taxable - Check this
box to tax Shop Supplies on orders. Choose
Flat Rate, and then a dollar amount, to define
your Shop Supplies charge as a standard charge
independent of part sales.
Choose Rate % to apply
Shop Supplies as the percentage of total parts
sales at which Shop Supplies charges will be added
to quotes. Enter Min and Max values
as a floor and ceiling to your shop supply charges. |
| Tax |
Labor
Tax Rate - The percentage rate at which labor
dollars will be taxed on quotes. For example,
an entry in this field of 7.500 yields tax rate
of 7.5% on the labor cost of the quote.
Parts Tax Rate - The
percentage rate at which parts dollars will be
taxed on quotes. For example, an entry in this
field of 7.500 yields tax rate of 7.5% on the
parts cost of the quote.
Check Default On to apply
the charges by default. |
| Miscellaneous |
You
can enter a price adjustment to mark up (or down)
labor guide prices on your quotes. For example,
a markup of 1.10 will markup parts prices by 10%.
Country - Choose between United
States and Canada for pricing data on your quotes.
By default, the Country will be the same as your
address specified in Shop Information. To change
to Canadian pricing, select Canada from the list:
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| Hazardous Materials |
Default
On - Check this box to add HazMat charges
to orders by default. Taxable - Check this
box to tax the HazMat charges. Choose Flat
Rate, and then a dollar amount, to define
your Hazmat charge as a standard charge independent
of labor charges.
Choose Rate % to apply
Hazardous Materials as the percentage of total
labor sales. Enter Min and Max values
as a floor and ceiling to your HazMat charges. |
| Show Quotes for this
PC Only |
Check this option to display
all the Quotes generated by personal computers at
your location. Uncheck this option to look only
at Quotes generated on the specific workstation
you are currently working on. |
2. Set your
Shop Rates and click Save when finished.
Future quotes will reflect your new rates.
Shop
Information
The Shop Information
setup dialog box allows you to change your Shop's Address
and other Information that displays on your printed
quotes. To access this dialog box, choose Settings/Shop
Information.
Tip: Just enter Zip Code
and Tab to the next field to auto-fill City, State,
and Zip information.
Changing
Passwords
You may change your password any time,
by choosing Change Password from the
setup menu. Type in your old password and new password
(twice) then click Change. Your password
will be updated.
See also...
Quotes
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