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 Parts section displays the totals for the
  • Parts marked as Taxable.
  • Parts marked as Non Taxable.
  • Discounts applied (appears only if there are discounts).
• The Labor section displays the totals for the
  • Labor marked as Taxable.
  • Labor marked as Non Taxable.
  • Discounts applied (appears only if there are discounts).
• The Sublet section displays the totals for the
  • Sublet labor marked as Taxable.
  • Sublet labor marked as Non Taxable.
  • Discounts applied (appears only if there are discounts).
• The Subtotal section displays the subtotal for the Parts, Labor, and Sublet sections.

Other Charges Section

The Other Charges section displays the Supply Charges and Subtotal.

Supply Charges

Supply charges are calculated according to the Taxes and Fees Configuration setting. This amount is re-calculated whenever items are added to the ticket unless the Lock Supply Charges box is checked.

To Change the Supply Charges

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

• The new amount overwrites the calculated amount
• The Lock Supply Charges box is checked automatically. This prevents the Supply Charges from being recalculated when new items are added.

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

To Lock and Unlock Supply Charges

If you want to lock the Supply Charges you can check or uncheck the Lock Supply Charges box. The Lock Supply Charges box is checked automatically if you type in a new amount in the Supply Charges field.

Subtotal

The Subtotal in the Other Charges section is the Subtotal from the Parts, Labor, and Sublet sections + the Supply Charges.

Taxes Section

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

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.

For more information, click the following link: Parts Other Taxes and Fees.

Total Section

The Total section displays the total for all prior sections.

If Fleet Discounts are displayed in the Total section,

• Those discounts cannot be edited on the Calculations tab.
• You cannot add any other discounts to the ticket.

Advanced Payments

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.

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.

The summary of parts, labor, and any sublets are shown with how much each cost, the amount of the sale, the profit, and the profit margin. This does not include any supply charges or sales taxes.

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. Click the Discounts button and the Discount Calculator window opens.

You can enter a percentage discount rate for parts, labor, and/or sublet. The discount dollar amount is calculated based on the percentage entered.

You can enter the discount dollar amount for parts, labor, and/or sublet. The discount rate is calculated for you.

After you click the OK button,

• Discounts appear in red in the Parts, Labor, and Sublet sections.
• Discounts are included in the subtotals and totals on the Calculations tab.
• The Lock Discounts box is checked, which means the amount of the discount will not recalculate even if you add more parts and labor.

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

Additional Discounts

Package discounts also appear when using the package pricing options.

Specific customers can be set up to automatically receive a discount by editing the Other Information section of the Edit Customer window.

If Fleet Discounts appear in the Total section,

• Those discounts cannot be edited on the Calculations tab.
• You cannot add any other discounts to the ticket.

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

Change Tax Type

Click the Change Tax Type button to change the tax rate. The Change Tax Type button appears only if multiple tax rates have been set up in Configuration.

The name of the tax type applied to the ticket appears under the Change Tax Type button.