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.

• Parts Section - The total Parts marked as Taxable and the total parts marked as Non Taxable.
• Labor Section - The total Labor marked as Taxable and the total parts marked as Non Taxable.
• Sublet Section - The total Sublet marked as Taxable and the total sublet marked as Non Taxable.
• Subtotal Section - The subtotal for the Parts, Labor, and Sublet sections.

Other Charges Section

• Supply charges are calculated based upon the configured rates (see Taxes and Fees).
• The calculated amount may be overwritten, and priced at whatever is desired.
• After the amount is edited, the Lock Supply Charges box will automatically be checked to avoid it being recalculated. If you change your mind and want the system to recalculate the supply charges, uncheck the Lock Supply Charges box and select Save.

Taxes Section

• Sales tax is calculated at the configured rate (see Taxes and Fees).
• Other Fees are non-taxable fees added to parts. Taxable fees are included in the taxable parts total. (See Parts Other Taxes and Fees.)

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

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.

An industry guideline is to make 40% gross profit margin. This analysis can help in achieving this goal.

There may be times that a shop wishes to discount a repair order. Either the percentage discount is entered, and the absolute dollar amount is calculated, or the absolute dollar amount may be input, and the percentage rate calculated.

Discount Calculator

Discounts appear on the Calculations tab.

After you click the OK button, the Lock Discounts box is checked and the amount of the discount will not recalculate even if you add more parts and labor. If you wish to recalculate the discount, uncheck the Lock Discounts box, select Save, and re-select the discounts.

Discounts will appear in red and be discounted in the Parts, Labor, and Sublet totals. Package discounts also appear here when using the new package pricing options.

Specific customers can be set up to automatically receive a discount by editing the Customer's other info. See Edit Customer for more information.

Fleet discounts will also be displayed on the calculations tab but cannot be edited here and additional discounts cannot be added (see Fleet Discounts).

Change Tax Type

The Change Tax Type button can be used to change the tax rate for this repair order if multiple tax rates have been set up. The tax type used on this repair order is listed under the button.

For more information, see Multiple Tax Rates.