Overview
Enterprise Menu Pricing allows menu pricing to be enabled across the whole Enterprise. The Enterprise
Menu Pricing catalogue is created through an import of an Excel file, giving the functionality for the file
to be maintained outside the DMS and easily uploaded so that the menu pricing is up to date. This
allows more consistent layout and pricing in the Workshop across the Dealer Group.
Once uploaded the Menu Pricing can be used across the Enterprise within the following areas:
• Menu Pricing Raise Estimate
• Booking – Customer Requirements and Operations
• Jobs – Customer Requirements and Operations
• Vehicle Health Check
• Tech+
• Prepare for PDI in Vehicles
• Invoicing
Set-Up
Pinewood DMS
Firstly you will need to contact the Pinewood DMS Support team at support.portal@pinewood.co.uk as
the menu item of Workshop > Menu Pricing > Enterprise Maintenance will need to be made visible on
your system.
You will also need the Workshop > Parameters > Menu Pricing > Menu Pricing area enabled on your
site:
- Next Job Code: When creating a menu-priced job within the Menu Pricing Maintenance screen each
job is given an individual job code. Like a workshop job number or an invoice number, you can set the starting count here and it will move up by one as each one is created, at any point, you can move this number forward but you cannot move it back. - Next Estimate Number: As above this is the number used when an estimate is created and
incremented by one each time. This can be moved forward at any point but cannot be moved back. - Days Estimate Valid: Here you set the number of days an estimate is retained. Once this number
of days have passed you can no longer recall this estimate. - Default Tax Type: Here you can set the default tax type that will appear on estimates raised.
- Default Tax Rate: Here you can set the default tax rate that will appear on estimates raised. If this
does not match the Tax Type specified above then the Tax Type will be used. - Display Discount Values: This is a tick box, when ticked this will show the discount applied to an
estimate from the regular retail pricing. - Estimate Text: Here you can specify text that will appear on the bottom right-hand corner of the
estimate when printed. When you are happy with the parameters set above hit ‘Accept’ to save the
changes.
Once the above parameters are setup, you can enter Workshop > Menu Pricing > Enterprise Maintenance area and in the ‘Catalogue’ screen you will need to click Add:
Multiple Catalogues can be entered in this screen.
Once you have added a catalogue these will then be available in all Workshop departments across the Enterprise.
Double-click into a Catalogue, in here you are then able to click Add to add multiple Sub Catalogues,
you are also able to set a Default Catalogue.
Double-clicking into a sub-catalogue will take you to the 'Page' screen:
In this screen, click add:
Create a Name for the Page of the Catalogue, this will need to be made active. If your system has
Online Bookings enabled then you will need to tick the Online box and this Page will then be available
for customers to use when doing an Online Booking. Please see the Online Booking guide for further
information.
Once you have added a Catalogue to the Page screen, select this by single clicking:
Then click ‘Export’
This will then prompt you to open or save a .xlsx file. Click Open and then once the file is open in Excel,
click Enable Editing. You will then have a file that looks as below:
This file will need to be completed to standard. Please see the following guide on how to correctly set the file up: https://support.pinnacledms.net/hc/en-gb/articles/10281850244241--Enterprise-Menu-Pricing-File-Set-Up-Guide