Pricing Strategy
These are assigned to SO's and RO's to determine how parts selling prices calculate.
What is a price code?
This setting allows documents to be printed when a specific action is completed.
What is auto-print?
This setting allows supersessions to update as the factory master runs, rather than all supersessions being manually approved by the parts manager.
What is the auto-replacement setting?
These can be set up to direct groups of customers to different accounts in GLAM when transactions are run.
What are Custom Sales Order Types?
This is the catch all formula set up for a part that is only applied when a part does not have a List price.
What is the Base Formula in a Source Code?
This is the matrix setup where price escalations can be set.
What is a price break & formula?
This setting allows documents to print on both sides of the paper.
What is duplex printing?
This setting forces the old part number in a supersession to be sold down to zero on hand before automatically moving to the new part number in a supersession.
What is the 'Auto-replace only when the old part OH goes to 0' option?
These settings affect if notifications are sent out to customers upon parts receipt for C SORs, RO SORs, and SO SORs .
What are the Default Settings for Customer Notifications on SORs?
These are setup in sources to determine when a part should be pushed onto a stock order and how many should be ordered at that time based on the part's current stock level.
What is the Best Reorder Point and Best Stocking Level in a source?
This can be set up to link a price break/formula to specific sources.
What is customized price setup?
This button should be selected to print all parts labels once receiving is complete when scanning parts on the mobile app.
What is slide to receive?
This setting allows separate supersession settings for auto-replacements when the new part number already exists in the parts inventory.
What is the "Auto replace with existing part in inventory" setting?
This setting will show a visual or pop-up alert if the Gross Profit % is not meeting the value set in a Sales Order or Repair Order.
What is the Minimum GP Validation?
These determine how a part is moved from an active to a nonstock status based on sales demand over a defined period of time.
What is the phase out criteria?
This screen lets users set up default price codes for each SO type and RO pay type.
What is default parts pricing?
This screen allows you to select a separate logo for parts PDFs.
What is the Common Settings in PDF Config?
This setting allows the current on hand quantity of the old part number to transfer to the new part number.
What is the "Transfer On Hand Quantity" setting?
These settings determine when parts will be moved from an On Hold to an On Hand status after a defined period of time, or will not be moved at all depending on these settings.
What are the On Hold Settings?
These are set up to be selected when you are voiding either a sales order/invoice or a return.
What are Void Reasons?
This screen allows customers to be setup with a specific price code that overrides the default price code of the sale type.
What is customer management?
This allows you to determine what information prints on picklists.
What is the Picklist PDF under SO Retail in PDF Config?
This setting allows the new part number's source to be retained when there is a supersession to a new part number that already exists in the parts inventory.
What is "Retain the current source of the New part?"
This setting allows commission for an SOR part sold on an RO or SO to go to the counterperson that created the standalone SOR originally.
What is the "Commission to Employee Creating Customer SOR" setting?
These can be setup to automatically charge a customer when they are returning (functional) parts to the dealership to make a bit of money even though they are returning the part.
What is a restocking fee in Return Reasons?