Menu Pricing

There are two types of menu pricing available. Manufacturer menu pricing and Dealer menu pricing.

Manufacturer menu pricing will be manufacturer specific and is not available for all franchises, you may wish to refer to the specific manufacturer guide for more details.

Below we will go through the manual set up for Dealer menu pricing which is available for everyone.

Set up – Parameters

First of all, we will need to set up some basic parameters. If you head to Workshop – Parameters – Menu Pricing – Menu Pricing, you will see the following screen;

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 on 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.

Default Catalogue

This defines the default Enterprise menu pricing catalogue to be used for the department.

Menu Pricing in Vehicles 

This tick box allows you to use the menu pricing feature in vehicles, in prepare for PDI.

Accessory Price Uplift %

This can only be set once you have ticked the Menu Pricing in Vehicles parameter, in here you can add in a manual percentage uplift to be applied when using Menu Pricing within Vehicles.

Fixed Price Value

This allows you to set the Fixed Price as either Exc. Tax or Inc. Tax. This relates to a field within the Excel file determining whether the value in the file includes tax or not. This is only valid if fixed pricing has been enabled.

Best Price

If best price is selected, and the item is not marked as a promotional price, when the item is a fixed price, the system will use the cheaper value between the calculated price for the operation and the fixed price if this parameter is enabled.

Set Up – Menu Pricing Structure

To set up your Menu Pricing Structure go to Workshop – Menu Pricing – Maintenance. Within this screen drill into the box at the top of the screen ‘Select Menu Pricing Make’ to open the below pop up box.

This will show by default makes that appear on the price list in the Vehicles module. If you select the show all vehicles option highlighted, this will show all makes created in the system.

If you can’t see the make you desire on the list, you can use the search bar at the top to enter the make and hit search.

Drill into the desired make to select your option.

When selected this will take you back to the Menu Pricing Maintenance Screen with the ‘Menu Pricing Model Information’ box is opened;

Hit Add underneath the Menu Pricing Model Information which will open a pop up where you can add a model and the applicable labour rate.

When you are happy with the information Hit accept and this will add the model desired to the list. If you then drill into the model you are currently setting up this will enable the ‘Menu Pricing Group Information’ box. This box is where you can enter names to group together a specific collection of repairs (for example a group titled ‘Service’ might contain all different service packages offered);

If you hit Add it will open the following box where you can add a group name;

When you are happy hit accept and it will add to the list. As before if you then double click into your desired group it will open up the ‘Menu Pricing Sub Group Information’ field where you will then break the group down even further (for example under the Service group you might then add ‘Carry out 10,000 mile service’ and ‘Carry out 20,000 mile service’ and so on)

From here you can then drill into a Sub Group to open up the ‘Variant’ section where you can add the specific items.

Hit add to open the pop up;

Variant Description

Enter the name you would like to give to your item

Load Hours

Enter how many hours the work will take

Skill

Select the relevant skill for the repair

Invoice Hours

Enter how many hours will be invoiced for the work

Fixed Price Exc. Tax

If a value is entered here, then it will calculate the price including tax depending on the rate entered in parameters

Fixed Price Inc. Tax

As above the value entered here will populate the price without tax depending on the rate in the parameters.

Explosion Parts

Here you have the option to enter explosion parts on to your menu pricing item – if you hit the search icon it will open the explosion search box where you can choose from a list of all explosions or search for a specific one. (Explosions are created in the Parts module, please see the parts guide for more information on setting these up)

To amend or delete an item then highlight and click the appropriate button. Please note, that if a Model, Group or Sub-group is deleted then all associated menu prices will also be deleted.