How do I deal with betterment?
Summary
This article will explain Betterment and how to deal with this in Platinum.
More Information
Betterment can be applied to Insurance or Warranty jobs in the workshop. The term is used when a customer wants a better part than the one being replaced, or has to contribute to the cost of a consumable item such as a tyre. In this case the customer normally has to pay the difference between the approved part and the one being fitted.
To see how to set up an Insurance workshop job, please follow How do I create an insurance workshop job?.
When you add a stock code to the workshop job, you will see the "Betterment" field below the "VAT" rate. You can now enter the value of the Betterment, this being the difference between the 'Nett' sales value of the original item and the 'Nett' sales value of the upgraded part.
This will then apply the betterment figure to the amount the customer owes for the job.
See also