Shop Pay Procedure

Summary

For any labor or purchase items that are shop pay (not included on the estimate to be billed to the customer/insurance company), the user should create a manual work order line.

The work/repairs/activity will naturally appear on the Work Order print out for the technician AND purchase related items will show up in the Purchase Assistant screen to be ordered, received, and invoiced.

If the situation is involving a Vehicle Return, then the user should utilize the VR screen on the original Folder and add VR line items. VR line items behave just like a manual work order lines on an in process job.

In all cases, these manual lines are recorded and managed in the Exceptions screen.

Any AP related items will show in the Shop Pay report.

Creating a Manual Work Order line

On the Folder, open the Work Order screen.

To create a manual line, right click over any line on the work order and select Manual Line.

Fill in the line details:

1) Select the Operation from the drop down list

2) Type a line Description

3) Choose between Labor and Purchase

a) If Labor, select the Type of labor from the drop-down and enter in the # of Units (hours)

b) If Purchase, select the Sales Code from the drop-down, enter the Units (quantity), and the Amt/Unit (cost)

4) Select the Reason, i.e. "Shop Damage"

5) Click the green plus button to insert into the Work Order.

Manual lines will be added to the bottom work order as a green line:

Purchases/Rental/Towing

Any manual purchase lines for parts, rental, or towing will show as a whilte line in the Purchase Assistant. These should be ordered from the appropriate vendor and then received, and invoiced. Any manual lines that are invoiced will show in the Shop Pay report.

Labor

Any manual labor lines will be added to the Work Order print out. The # of units (hours) will be added in with any other labor of that type to be allocated through the Labor Allocation screen.

Exceptions

A pink Manual Work Order exception line will show in the Exceptions screen. If the Manual Line has an invoice posted to it, a coral Cost No Sale line will also show in the Exceptions screen.