How do I set up service plans?

Summary

When selling units, 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 unit is serviced. The following article explains how you do this in Platinum.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

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 (You may need to speak to your accountant for advice on what numbers to use and what nominal category to set this to e.g. Balance sheet - asset\liability for nominal payment centres). 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

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Keywords AND Misspellings

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