Difference between revisions of "How do I create or edit workshop labour rates?"

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This article explains how to change the labour rates for each of the technicians that appear in the workshop
 
This article explains how to change the labour rates for each of the technicians that appear in the workshop
  
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==More Information ==
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== More Information ==
 
=== Finding the Technician ===
 
=== Finding the Technician ===
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Get into to {{Menu|Workshop Management|Maintenance Options|Technicians Labour Rates|Add or Edit Labour Codes}}.
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Get into to {{Menu|{{WS}}|Maintenance Options|Technicians Labour Rates|Add or Edit Labour Codes}}.
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* Type in the technicians {{DataPrompt|Labour Code:}} or Search for the technician by pressing {{KeyPress|C-F1}} and typing in the technician's name. You can also use the {{KeyPress|F1}} or {{KeyPress|S-F1}} to advance forwards and backwards through a list of technicians.
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* Press {{Button|List}} to list all the technicians.
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* Once you have found the technician press {{KeyPress|PG-DN}}.
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* Highlight the one you want to change the labour rates for and press {{Button|Edit}}.
  
 
=== Editing a Labour Rate ===
 
=== Editing a Labour Rate ===
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* Move the cursor next to the rate you want to change and then move it across to the retail price and change it accordingly.
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* Click on the {{DataPrompt|Labour Rates}} tab.
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{{Note|title=PLEASE NOTE|text= You will need to repeat this across all technicians if the rate has increased globally.}}
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* Find the rate you want to change and then at {{DataPrompt|Retail}} enter the new retail price.
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{{Note||text=You will need to repeat this across all technicians if the rate has increased globally.}}
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=== Create/Edit Labour Rates ===
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On the {{DataPrompt|Labour Rates}} tab:
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* Move down to the next free line and enter the {{DataPrompt|Description}} e.g. Warranty.
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** If you have filled all 10 lines you may click {{Button|Add}}.
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** Press {{KeyPress|C-F1}} then click {{Button|List}}.
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** Identify the next spare slot and click {{Button|Add}}.
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** Enter that number e.g. {{DataValue|011}} and then a description for the rate then click {{Button|Done}} and {{Button|Accept}}.
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* At {{DataPrompt|Cost}}: If you enter a cost here it can be used for profit reporting on labour but take care to consider the value per technician to avoid issues with salary comparisons! You may leave this set to zero.
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* At {{DataPrompt|Retail}}, enter the standard nett price you want to charge for this rate; per unit of labour usually per hour.
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* At {{DataPrompt|Centre}}, leave this blank unless you want the revenue for this rate split out separately on the profit and loss from the standard workshop labour centre. Please consult your accounts department before amending this field.
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* Leave the {{DataPrompt|V.A.T.}} field set to {{DataValue|0 - None}} to use the system/customer default VAT rates. If this rate is always exempt e.g. MOT's which are not sub-contracted out then charged at a higher rate, you may default the rate to VAT Rate 3.
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* The default {{DataPrompt|Category}} for all labour is {{DataValue|LAB}} so you do not need to specify a category. If this rate is for '''Fitting Accessories''' you should set this to {{DataValue|LAC}} - see [[How do I log labour for fitting extras as an expense?]].
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* When you have completed the changes click {{Button|Done}} and {{KeyPress|Accept}}.
  
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=== Creating a New Labour Rate ===
 
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* Move the cursor down to the next available rate that is blank.
 
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* Type in a description for the Rate i.e. '''Insurance''' Press {{KeyPress|Enter}}.
 
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* On the {{DataPrompt|Cost:}} leave this blank unless you system is set-up to account for the labour costs directly from the technicians labour rate file because as standard the cost of labour is journalled into the accounts by the accounts department at month end. Please consult your accounts department.
 
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* On the {{DataPrompt|Retail}} enter in the price you want to charge for for this rate; per unit of labour usually per hour. Press {{KeyPress|Enter}}.
 
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* At the {{DataPrompt|Cost Centre}} leave this blank unless you want the revenue for this rate split out separately on the profit and loss from the standard workshop labour. Please consult your accounts department.
 
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* At the {{DataPrompt|VAT}} leave this blank unless this rate is to be charged exempt of V.A.T. it defaults to 17.5%
 
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* If you wish to assign this rate to a category, other than it's default {{DataValue|LAB}} Press {{KeyPress|C-F1}} & {{KeyPress|Enter}} and choose one from the list.
 
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* When you have finished press {{KeyPress|Escape}} & {{KeyPress|Accept}}.
 
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== See also ==
 
== See also ==
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* [[:Category:Getting Started|Getting Started]]
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* [[How do I create technicians?]]
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* [[:Category:FAQ|Frequently Asked Questions]]
 
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* [[How do I create Technicians?]]
 
 
* [[What do I do if a technician is not available for work?]]
 
* [[What do I do if a technician is not available for work?]]
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* [[From where do the Workshop available hours come?]]
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* [[Where do the workshop available hours come from?]]
 
* [[How do I make a technician leave?]]
 
* [[How do I make a technician leave?]]
  
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{{KB_Tags|Workshop, labour, technician, rates, Prices, Create, Change}}
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{{KB_Tags|workshop, labour, technician, rates, prices, create, change}}
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{{FAQ}} {{KB_WS}}{{ZN_Admin}} {{ZN_WorkshopManager}}
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{{FAQ}}{{How}}{{KB_WS}}{{ZN_Admin}}{{ZN_WorkshopManager}}

Latest revision as of 05:30, 9 April 2022

Summary

This article explains how to change the labour rates for each of the technicians that appear in the workshop

More Information

Finding the Technician

Get into to " Workshop Maintenance Options Technicians Labour Rates Add or Edit Labour Codes".

  • Press [List] to list all the technicians.
  • Highlight the one you want to change the labour rates for and press [Edit].

Editing a Labour Rate

  • Click on the "Labour Rates" tab.
  • Find the rate you want to change and then at "Retail" enter the new retail price.
You will need to repeat this across all technicians if the rate has increased globally.

Create/Edit Labour Rates

On the "Labour Rates" tab:

  • Move down to the next free line and enter the "Description" e.g. Warranty.
    • If you have filled all 10 lines you may click [Add].
    • Press <Ctrl+F1> then click [List].
    • Identify the next spare slot and click [Add].
    • Enter that number e.g. '011' and then a description for the rate then click [Done] and [Accept].
  • At "Cost": If you enter a cost here it can be used for profit reporting on labour but take care to consider the value per technician to avoid issues with salary comparisons! You may leave this set to zero.
  • At "Retail", enter the standard nett price you want to charge for this rate; per unit of labour usually per hour.
  • At "Centre", leave this blank unless you want the revenue for this rate split out separately on the profit and loss from the standard workshop labour centre. Please consult your accounts department before amending this field.
  • Leave the "V.A.T." field set to '0 - None' to use the system/customer default VAT rates. If this rate is always exempt e.g. MOT's which are not sub-contracted out then charged at a higher rate, you may default the rate to VAT Rate 3.
  • The default "Category" for all labour is 'LAB' so you do not need to specify a category. If this rate is for Fitting Accessories you should set this to 'LAC' - see How do I log labour for fitting extras as an expense?.
  • When you have completed the changes click [Done] and <Accept>.

See also


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Keywords AND Misspellings
workshop, labour, technician, rates, prices, create, change
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