General 1 (Tab)
The ‘General 1’ tab contains two areas ‘User Information’ and ‘User Defined Fields to Print’ this allows certain decisions to be made on the operation of the Workshop module.
User Information section:
Enter Hours after Invoice: Once enabled the ‘Award Hours’ screen is available after an invoice has been produced allowing the technician hours to be posted/reviewed.
Print Hours on Invoice: Displays the sold hours on the invoice.
Vehicle Notes on Warranty Invoice: Provides details of the vehicle i.e. chassis number/registration number on the sales ledger as narrative.
Loan Car by Department: When selected loan vehicles can be linked directly to a specific department rather than holding a pool of vehicles.
Print Service History on Job Card: Three lines of service history always print on the job card irrespective of the parameter setting.
Raise Purchase Orders: When selected purchase orders can be raised directly from the booking confirmation screen.
Use Receive Date: Generates the next service reminder from the date that the job was received into the Workshop rather than the date that the invoice is produced.
Service Teams: Enables the Service Teams functionality and diary. Once this option has been activated, the ability to select the Service Teams heading from the side menu within parameters will be available. This is a Pinewood only parameter, to discuss enabling please contact Support.
Enable Advice Notes: With this parameter enabled an Advice Note button is added to the invoice screen where a print of all work carried out can be produced without costs. This could be given to a driver to detail the work that was carried out when a Fleet Company or contact is paying for the work.
Show All Operations on Invoice: With it parameter selected and where a job contains more than one account number, the system will display the description of other work attached to the job when invoiced.
Show Watermark on Advice Notes and Proforma: With this parameter selected a watermark of “Proforma” or “Advice Note” will be printed across the appropriate pages.
MOT as Labour Operation: If enabled, this will show the MOT value as a Labour Operation, however this parameter is not applicable to the UK.
User Defined Fields to Print Section:
Place a tick in one of the six fields to print one user defined field contained within the CRM module on the job card. A maximum of six fields can be selected.
Workshop Document Categories
Categories are utilised when uploading documents against a booking or a job.
To create a category for uploaded workshop documents click on the field below the Workshop Documents Categories heading to open the document category window. Select the “Add New” button create the new category and select ok to save the changes.
Workshop Company Structure Levels
Service Advisors are able to be selected as Greeted By or Handover users at all company structure levels.
If a Service Advisor was tasked with aftersales follow up using the Aftersales Diary their user would have needed to be created at Branch rather than Department access level, preventing them from being selected as Greeted By or Handover users. An additional set of options have been added to remove this restriction, available via Workshop > Parameters > General 1.
This information will appear in the Repair Order Register and certain manufacturer transmissions, improving the accuracy of reporting.
When the required parameters are chosen, select ‘Accept’ to confirm the changes.