Calculations Tab

The Calculations tab of the repair order is selected by clicking on the Calculations tab at the bottom of the repair order screen.

The Calculations tab.

 

The following table describes the left column of the Calculations tab.
Section Description

Parts

This section displays the totals for:

  • Parts marked as Taxable.
  • Parts marked as Non Taxable.
  • Discounts applied (appears only if there are discounts).

Labor

This section displays the totals for:

  • Labor marked as Taxable.
  • Labor marked as Non Taxable.
  • Discounts applied (appears only if there are discounts).

Sublet

This section displays the totals for:

  • Sublet labor marked as Taxable.
  • Sublet labor marked as Non Taxable.
  • Discounts applied (appears only if there are discounts).

Subtotal

The Parts, Labor, and Sublet sections.

Supply Charges

Supply charges are calculated according to the Taxes and Fees Configuration setting. The amount is re-calculated when items are added to the ticket.

To Lock the Amount

If you want to lock the amount, check the Lock Supply box and click Save.

The Lock Supply box and Supply Charges.

When the Lock Supply box is checked, the Supply Charges amount does not recalculate when new items are added to the ticket.

To Change the Amount

You can click inside the Supply Charges field and type in a new amount.

If you want to use the calculated amount instead, uncheck the Lock Supply box. Then, click the Save button on the Calculations tab.

No Supply Fees

If the customer has No Supply Fees checked (on the Other Information tab of the customer record), the Supply Charges field is disabled and the Lock Supply box is checked on the Calculations tab on the ticket.

Supply Charges disabled with Lock Supply checked.

Subtotal

The Subtotal is the subtotal from the Parts, Labor, and Sublet sections + the Supply Charges. The amount does not include the Taxes or Advance Payments.

Taxes Section

The Taxes section displays the taxes and fees calculated according to the Taxes and Fees Configuration setting.

The following table describes the amounts in this section.
Item Description

Sales Tax

Sales tax is calculated according to the Taxes and Fees Configuration setting.

Other Fees

Other Fees are the non-taxable fees added to parts. Taxable fees are included in the total of taxable parts.

Total Section

The Total section displays the total for all sections before it.

If Fleet Discounts are displayed in the Total section,

Advanced Payments Section

You can process an advanced payment by clicking the Advanced Payment button. If an advanced payment has already been processed for this repair order, it appears above the Due amount at the bottom of the second column.

The Advanced Payments area circled on the Calculations tab.

Profit Button

When you click the Profit button, the profit analysis shows the details of how much gross profit is being made on the current repair order.

For details, click the following link: Profit Analysis With Gross Profit per Labor Hour

NOTE: An industry guideline is to make 40% gross profit margin. This analysis can help you achieve this goal.

Discount Calculator

There may be times that your shop wishes to discount a specific ticket.

To Apply Discounts to Tickets

Click the Discounts button and the Discount Calculator window opens.

The discount calculator window.

The discount amount is calculated automatically and appears in the Discount field.

Discounts on the Calculations Tab

On the Calculations tab,

The Calculations tab showing the discounted amounts in red.

To recalculate the discount, uncheck the Lock Discounts box, select Save, and re-select the discounts.

Package Discounts

Package discounts also appear when using the package pricing options.

Customer Discounts

Customers can be set up to automatically receive discounts on the Edit Customer window.

The Other Information section of the customer record.

Fleet Discounts

If Fleet Discounts appear in the Total section,

If you click the Discount Calculator, the fleet discount amounts display but cannot be edited.

The Discount Calculator showing the fleet discounts.

Change Tax Type

The Change Tax Type button appears only if multiple tax rates have been set up in Configuration.

Click the Change Tax Type button to change the tax rate. After you select the tax type and click OK, the name of the selected tax type appears under the Change Tax Type button.

The Change Tax Type button with the tax type displayed underneath.