Difference between revisions of "How do I set up service plans?"
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Initially, there is a little bit of setup required. | 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. | + | The first thing you need to do is make sure you have a sales centre for Service Plans. To do this, follow [[How do I Create a Sales or Purchase Centre?|this]] article and link that to a new sales centre on the {{NL}}. 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. | + | Next you need a cost of sales centre setup to assist in tracking of the costs associated with the workshop jobs. See [[How do I Create a Sales or Purchase Centre?|this]] article on how to do this and link that to a new cost of sale centre on the. This will record all the cost of sales for you when you invoice off a service plan in the workshop. |
| − | [[Creating a stock item|Create]] a stock code that is stamped with the sales centre created in the above step. | + | [[Creating a stock item|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 [[How do I create an internal account?|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. | Finally, you will need a new internal account setup to record the sales of the workshop jobs. Follow [[How do I create an internal account?|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 == | == In Use == | ||
| − | [[Selling a unit|When you create your | + | [[Selling a unit|When you create your unit sales order]], on the {{Tab|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. | Follow the sales order through the usual route and convert to an invoice as normal. | ||
== Workshop == | == Workshop == | ||
| − | When the | + | When the unit comes into the workshop for its service, [[Creating workshop jobs|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. | Add all necessary parts and labour and invoice the job off as normal. | ||
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* [[Creating workshop jobs]] | * [[Creating workshop jobs]] | ||
| − | {{KB_Tags|service, service plan, service plans, wholegoods, machines}} | + | {{KB_Tags|unit, service, service plan, service plans, wholegoods, machines}} |
Revision as of 11:15, 11 April 2019
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 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. 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 unit 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 unit 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 unit
- Creating workshop jobs
