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 2. Then find the menu button for Parts Price Matrix Once on the page for the Parts Price Matrix, there are some things that must be noted. These are preset from day one of t…
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 lin…
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 2. Then click on Custom Settings 3. Then click on Misc Settings There will be a toggle switch on the top of the left hand column that says "Use Parts Matrix". Click on th…
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 * A separate window will appear with a list of all Inventory and Non- Inventory Parts previously applied to Repair Orders. *…
Adding a Part Sale
Part Sale From your Main Menu (WIP): * Click Create RO->Search * Search for the customer or add a new one * Click Create Part Sale Adding Parts From your (maroon) Settings Menu, inside the Part Sale, click "Add Part." If "Override Parts Matrix" is YES here are the required fields to fill out:…
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 , Technicians and the business Bookkeeper Repair Orders Create A Repair Order -Adding parts and labor (7.38) Using Labor Guides (2.50) RO Types (1.08) Parts Ordering PartsTech (2.…
Settings Introduction
Settings are the foundation of your shop, In this video we show you Print Settings, Parts Pricing Matrix , Employees , Canned Jobs and more. Take 10 or 15 minutes to add your employees, set employee permissions , make any changes to the way your invoices look when you print them and set your default warranty…
Canned Jobs
To Create a Canned Job To create a Canned Job from your Main Menu * Settings * Canned Jobs This page will list the Canned jobs that are already created. To create a new one select Create New Canned Job at the top. From here add the Job Name and if it is Taxable or Non Taxable and click Create …
