The parameter screens hold the information that will be used to configure the system.
Parts > Parameters > Department Details > Department Details 1
Number of months to Average Sales Over - When using the recommended order the system will look at previous months sales history. Here you can set the number of months you want the calculation to include up to six months.
Weightings - Here you can weight each month that the recommended order calculation uses. You will want the earlier months to have a higher weighting than later months. This will mean that with seasonal items such as de-icer higher sales during winter will not mean surplus stock in summer months.
Number Of Days In The Working Week - Here you can set the number of days during the week that the dealership is open. This is used again in the recommended order calculation to calculate the daily usage of a part.
Next Invoice Number - This will be set at the time of a dealership going live. You may start here with 1 or if you are moving over from another DMS you may want to continue on from your last invoice number. This can be amended in the future but only to increase the numbers never decrease.
Allow Negative Issues - This parameter if ticked will mean that a user can put a negative quantity into a workshop issue or a parts invoice.
Information To Display On Invoice - Here you can select whether you wish to have the Bin Location or the Purchase Discount Code of a part appear on your invoices.
Parts Invoice Style - Here you can select from two different styles pertaining to the layout of your parts invoice.
Issue Exchange Part Surcharge - If ticked then this will mean that when a part with a surcharge attached is issued then the exchange part is automatically issued.
Display Retail Price On Invoice - If ticked then this means the retail price of the part will appear on the invoice alongside the issue price.
Review Sales History On Re-Order - This activates the βno movement historyβ button on the recommended order screen, which allows you to exclude parts that have no movements in a selected number of months.
Valuation Report Age Band Month(s) - The number set here will control the age bands on the valuation report. If you set 12 here you will see age bands set up as 0-12 months, 12-24 months and so on.
Show Watermark On Proforma - If this is ticked then a watermark will appear across the background of all proforma's produced.
Enable Cashier Process - Enabling this means that a payment type of Cashier can be used. It is not something UK dealerships would need to use.
Enable INTVM Invoicing - If this is enabled then parts invoices can be produced directly to the INTVM account.
Default Product Group - Here you can set the product group that will default on new parts created, if you are a single franchise site you may want to set the product group for that franchise or if you have a multi franchise site something generic may suit.
Next Purchase Order Number - Here you can set what your next purchase order number will be. This works the same as next invoice number in that it can be set to follow on from your previous system and can be amended forward but not back
No. Of Months Before Obsolescence - This is the number of months from when a part is created before it will be considered for the obsolescence report. If your dealership is new to the system and has had data conversion then this parameter should be taken into consideration as all part creation dates will be that of the data conversion.
Stock Take Nominal - Here you will post the nominal code where you want the value for stock take variances will be posted.
Invoice Sequence - Here you can choose from None, Bin or Part number. If you select None then parts will appear on an invoice in the order they are entered into the invoice screen. If you select Bin then they will appear in bin location order, and for part number they will appear in numerical part order.
Next Delivery Note Number - Here you can set what your next delivery note number will be. This works the same as next invoice number in that it can be set to follow on from your previous system and can be amended forward but not back
No. Of Months/Issues To Calculate Slow Moving - The values entered here will be used to calculate what is considered a slow moving part. This is for internal sales use as it will show on the availability of the part when other departments are searching and they will be encouraged to request from a site where this part is slow moving. You can calculate slow moving parts by hitting the button at the bottom of this screen or during the end of day process.
Record Exceptional Sales - If this is turned on then it means that you have the option to record a part sale as 'exceptional' which means that it won't affect the demand of the part when the recommended order is calculated.
Tax Codes - At the bottom of the screen you have the option to map the tax types that will be used for Postage, Carriage, Handling and Deposits.
Environmental Charge Tax Type - Once you have set your Environmental Charge against your Part Record. This will then automatically add this charge when the part record is issued to a workshop job.
To amend any of the above deposits then hit the Amend button. Once you are happy with changes hit Save or to clear all changes hit Cancel.