How do I set up service plans?

Summary

When selling vehicles, you may wish to sell a service plan to your customer at the time so that it can be drawn upon in the workshop when their vehicle is serviced. The following article explains how you do this in Platinum.

More Information

Initially, there is a little bit of setup required.

The first thing you need to do is make sure you have a sales centre for Service Plans. To do this, follow this article and link that to a new sales centre on the [[How do I Create a Nominal Code?|Nominal Ledger]]. This will record all the sales of the service plans for you.

Next you need a cost of sales centre setup to assist in tracking of the costs associated with the workshop jobs. See this article on how to do this and link that to a new cost of sale centre on the [[How do I Create a Nominal Code?|Nominal Ledger]]. This will record all the cost of sales for you when you invoice off a service plan in the workshop.

Create a stock code that is stamped with the sales centre created in the above step. Ensure that this is flagged as a non-moving part.

Finally, you will need a new internal account setup to record the sales of the workshop jobs. Follow this article on how to do this, and on the invoicing tab of the account, ensure that in the payment field, the cost of sales centre created above goes in there.

In Use

When you create your vehicle sales order, on the [Accessories] tab, enter in your stock code created above for the service plan and enter in a sales price for the service plan.

Follow the sales order through the usual route and convert to an invoice as normal.

Workshop

When the vehicle comes into the workshop for its service, add a job as normal, adding the customer in the keeper field and ensuring that the invoice account is the internal account created in the above step.

Add all necessary parts and labour and invoice the job off as normal.

See Also

• How do I Create a Sales or Purchase Centre?
• How do I Create a Nominal Code?
• How do I Create an Internal Account?
• Selling a Vehicle
• Creating Workshop Jobs

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Keywords AND Misspellings

service, service plan, service plans, wholegoods, machines