How do I set up the Parts Price Matrix?
To set up the Parts Price Matrix, follow these easy steps to get to the Matrix Page: 1. From the main WIP page click on Settings ![][1] 2. Then find the menu button for Parts Price Matrix ![][2] Once on the page for the Parts Price Matrix, there are some things that must be noted. These are preset from day one o…
Using the Parts Price Matrix
**Shop Boss includes a Parts pricing Matrix to allow Shop Boss users to consistently price any parts that are add to a repair order. The Parts Pricing Matrix is broken down into categories along with parts cost and multiplication factors to achieve a markup part price.** **For each category there will be several line…
Turn off Parts Price Matrix
If you would like to turn off the Parts Price Matrix, follow these easy steps: 1. From the main WIP page, click on Settings ![][1] 2. Then click on Custom Settings ![][2] 3. Then click on Misc Settings ![][3] There will be a toggle switch on the top of the left hand column that says "Use Parts Matrix". Click on…
Adding Parts to a Repair Order
_**Adding Parts to an RO.**_ Inside a Repair Order, each vehicle issue has a series of buttons you can use to add information to that particular vehicle issue. To add a part, click Parts ![][1] * A separate window will appear with a list of all Inventory and Non- Inventory Parts previously applied to Repair Order…
Adding a Part Sale
_**Part Sale**_ From your Main Menu (WIP): * Click Create RO->Search ![][1] * Search for the customer or add a new one * Click Create Part Sale ![][2] _**Adding Parts **_ From your (maroon) Settings Menu, inside the Part Sale, click "Add Part." ![][3] If "Override Parts Matrix" is YES here are the requi…
Service Writer Training
This page includes a list of videos that we suggest any new Service Writer watches. We also have pages for [Owners/ Admin][1] , [Technicians][2] and the business [Bookkeeper][3] **Repair Orders** [Create A Repair Order -Adding parts and labor][4] (7.38) [Using Labor Guides][5] (2.50) [RO Types][6] (1.08) [Parts …
Settings Introduction
Settings are the foundation of your shop, In this video we show you Print Settings, [Parts Pricing Matrix][1], [Employees][2] , [Canned Jobs][3] and more. Take 10 or 15 minutes to add your employees, [set employee permissions][4] , make any changes to the way your invoices look when you print them and set your defaul…
Canned Jobs
_**To Create a Canned Job **_ To create a Canned Job from your Main Menu * Settings ![][1] * Canned Jobs ![][2] This page will list the Canned jobs that are already created. ![][3] To create a new one select Create New Canned Job at the top. ![][4] From here add the Job Name and if it is Taxable or Non T…
