Creating a Shop Supply Fee
You can set up a shop supply fee that is automatically added to all estimates, repair orders, and counter sales.
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The charge is either a FLAT FEE or a PERCENTAGE of the parts and labor charges.
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The fee can be removed from individual repair orders, estimates, and counter sales.
To charge a FLAT FEE for shop supplies
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From the Setup menu or shortcut bar, select Company Setup.
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Select the Tax/Markups tab.
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In the Shop Supply Charges Type drop-list, select Parts & Labor, Parts Only, or Labor Only.
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Parts Only: Fee only applies when parts are billed to a job
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Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a job.
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Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a job.
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Type the fee Amount.
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Select the dollar sign ($) after your selection.
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Note: The Shop Supply fee is applied to each job on an order matching the parts and labor criteria selected above.
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The Maximum Charge field is unavailable when the dollar sign ($) is selected.
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Select Apply Tax if the shop supply fee is taxable.
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Supplies are a materials charge and are taxed using the parts rate.
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If your Parts % tax rate is set at zero, then this field is disabled.
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Click Submit.
To charge a PERCENTAGE FEE for shop supplies
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From the Setup menu or shortcut bar, select Company Setup.
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Select the Tax/Markups tab.
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In the Shop Supply Charges Type drop-list, select Parts & Labor, Parts Only, or Labor Only.
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Parts Only: Fee only applies when parts are billed to a job
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Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a job.
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Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a job.
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Type the percentage Amount.
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Select the percentage sign (%) after your selection.
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Type a Maximum Charge.
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Note: Do not leave this box at zero or the application assumes there is no maximum charge.
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Select Apply Tax if the shop supply fee is taxable.
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Supplies are a materials charge and are taxed using the parts rate.
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If your Parts % tax rate is set at zero, then this field is disabled.
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Click Submit.
Note: If you edit a shop supply fee that appears on any estimates or repair orders, the shop supply fee on the order is updated.
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Editing shop supply fee information does not affect cashiered and posted orders or service history.