Difference between revisions of "How do I log labour for fitting extras as an expense?"
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Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}} == Summary == This article explains how to configure a labour category to log time fitting accessories as an expenses against the accessories on a sale unit....") |
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== Summary == | == Summary == | ||
| − | This article explains how to configure a labour category to log time fitting accessories as an expenses against the accessories on a sale unit. | + | This article explains how to configure a labour category to log time fitting accessories as an expenses against the accessories on a sale unit. |
== More Information == | == More Information == | ||
| − | When viewing profit reports and the profit screen on a unit it is possible to split the labour for preparing a unit and for fitting accessories to a unit. This allows you to see the profit in the unit itself i.e. the unit cost and expenses, and the profit when selling accessories i.e. the accessories cost and expenses. | + | When viewing profit reports and the profit screen on a unit it is possible to split the labour for preparing a unit and for fitting accessories to a unit. This allows you to see the profit in the unit itself i.e. the unit cost and expenses, and the profit when selling accessories i.e. the accessories cost and expenses. |
| − | For each technician you should create a specific rate for '''Fitting Accessories''' and assign the labour category {{DataValue|LAC}} to that rate. Labour logged at that rate will be allocated as an expsnes against accessories sold with the unit rather than directly to the unit. | + | For each technician you should create a specific rate for '''Fitting Accessories''' and assign the labour category {{DataValue|LAC}} to that rate. Labour logged at that rate will be allocated as an expsnes against accessories sold with the unit rather than directly to the unit. |
See [[How do I create or edit workshop labour rates?#Create/Edit Labour Rates|Creating Labour Rates]]. | See [[How do I create or edit workshop labour rates?#Create/Edit Labour Rates|Creating Labour Rates]]. | ||
== Creating LAC == | == Creating LAC == | ||
| − | If LAC does not exist on your system, follow these steps to configure the code. | + | If LAC does not exist on your system, follow these steps to configure the code. |
At the {{DataPrompt|Category}} column enter {{DataValue|LAC}} and press {{KeyPress|S-F10}}. | At the {{DataPrompt|Category}} column enter {{DataValue|LAC}} and press {{KeyPress|S-F10}}. | ||
* {{DataPrompt|Description}} should be set to {{DataValue|Fitted Accessories}}. | * {{DataPrompt|Description}} should be set to {{DataValue|Fitted Accessories}}. | ||
* Click the {{Tab|Settings}} tab. | * Click the {{Tab|Settings}} tab. | ||
| − | * Enter {{DataValue|LAB}} as the {{DataPrompt|Category Group}} | + | * Enter {{DataValue|LAB}} as the {{DataPrompt|Category Group}} |
| − | ** If this does not exist press {{KeyPress|S-F10}} and enter {{DataValue|Labour}} as the group {{DataPrompt|Description}} and click {{Button|Done}} and {{Button|Accept}}. | + | ** If this does not exist press {{KeyPress|S-F10}} and enter {{DataValue|Labour}} as the group {{DataPrompt|Description}} and click {{Button|Done}} and {{Button|Accept}}. |
* At the {{DataPrompt|Expense category}} enter {{DataValue|LAC}}. | * At the {{DataPrompt|Expense category}} enter {{DataValue|LAC}}. | ||
| − | ** If this does not exist press {{KeyPress|S-F10}} and enter {{DataValue|Fitted Accessories}} as the {{DataPrompt|Description}}. | + | ** If this does not exist press {{KeyPress|S-F10}} and enter {{DataValue|Fitted Accessories}} as the {{DataPrompt|Description}}. |
| − | ** Click the {{Tab|Settings}} tab and select {{DataValue|Yes}} at the {{DataPrompt|Accessories Expense?}} drop down. | + | ** Click the {{Tab|Settings}} tab and select {{DataValue|Yes}} at the {{DataPrompt|Accessories Expense?}} drop down. |
| − | ** Click {{Button|Done}} and {{Button|Accept}}. | + | ** Click {{Button|Done}} and {{Button|Accept}}. |
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| + | |||
| + | {{How}} | ||
Revision as of 05:31, 9 April 2022
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to configure a labour category to log time fitting accessories as an expenses against the accessories on a sale unit.
More Information
When viewing profit reports and the profit screen on a unit it is possible to split the labour for preparing a unit and for fitting accessories to a unit. This allows you to see the profit in the unit itself i.e. the unit cost and expenses, and the profit when selling accessories i.e. the accessories cost and expenses.
For each technician you should create a specific rate for Fitting Accessories and assign the labour category 'LAC' to that rate. Labour logged at that rate will be allocated as an expsnes against accessories sold with the unit rather than directly to the unit.
Creating LAC
If LAC does not exist on your system, follow these steps to configure the code.
At the "Category" column enter 'LAC' and press <Shift+F10>.
- "Description" should be set to 'Fitted Accessories'.
- Click the [Settings] tab.
- Enter 'LAB' as the "Category Group"
- If this does not exist press <Shift+F10> and enter 'Labour' as the group "Description" and click [Done] and [Accept].
- At the "Expense category" enter 'LAC'.
- If this does not exist press <Shift+F10> and enter 'Fitted Accessories' as the "Description".
- Click the [Settings] tab and select 'Yes' at the "Accessories Expense?" drop down.
- Click [Done] and [Accept].
- Click [Done] and [Accept].
