Section 4: Setup > Makes and Models

Editing Makes and Models

Each form section and the entry fields available while adding, viewing, or editing make and model records (see Browsing Makes and Models) are discussed in the following table.

Make and Model - Main Area

The main make and model area is for entry of the actual make and model.

Makes and Models - Main Area Entry Fields

Field

Description

Make

Enter or select a make, model, or manufacturer of items brought to your company for repair. The makes listed in the dropdown list will be all makes already entered in the makes and models table. This field may not be left empty.

Model

Enter a model corresponding to the above make. This field may be left empty if you only want to list a make by itself.

Description

 

Category

Enter or select the name of a logical categorical division by which you would like to identify items brought to your company for repair. The categories listed in the dropdown list will be all categories already entered in the makes and models table.

Update existing Repair Order and Inventory records

Check this box to update existing repair order and inventory records with changes that were made to a make, model, or category already assigned to those records.

This field will be available only after a change has been made to an existing make, model, or category.

Make and Model - Default Estimate Tab

The Default Estimate tab is for entry of default estimate information for this make and model, particularly when flat rate estimates are used.

Makes and Models - Default Estimate Tab Entry Fields

Field

Description

Parts

 

Labour

 

Shipping

 

Handling

 

Subtotal

 

Replacement Cost - New

 

Replacement Cost - Refurbished

 

Default Storage Bin

 

Default Warranty

 

Make and Model - Default Repair Vendor Tab

The Default Repair Vendor tab is for entry of the default subcontract repair vendor who normally repairs this make and model.

Make and Model — Default Repair Vendor Tab Entry Fields

Field

Description

Vendor No

 

Address

 

Markup

 

Make and Model - Notes Tab

The Notes tab is for entry of miscellaneous notes about this make and model.

Make and Model — Notes Tab Entry Fields

Field

Description

Notes

 

Make and Model - Attachments Tab

The Attachments tab allows files, Internet hyperlinks, and digital photographs to be attached to the make and model record. Attachments to makes and models may also automatically be copied to new repair orders when this make and model are entered. This can be useful for service manuals, information on manufacturer recalls, etc. See Attachments for information on working with attachments.

Make and Model — Attachments Entry Fields

Field

Description

Copy these attachments to all new Repair Orders for this Make and Model

Check this box if the attachments listed here should automatically be copied to new repair orders when the make and model are entered on that repair order.

Make and Model - Statistics Tab

The Statistics tab provides an instant snapshot of recent and long-term repair activity on this make and model. All statistics are broken into total, month-to-date, year-to-date, last-year, and year-before-last windows.

- all locations or current location

Make and Model - Statistics

Statistic

Description

Repairs Pending

 

Repaired

 

Refused

 

Revenue

 

Average Charge

 

Average Time

 

More:

Working with Makes and Models