Company settings explained

Each of the settings within the settings tab under ‘Company Settings’ are configuring the way you run your system.

Take a look at what each section means and you may find that something needs to be configured/changed.

                                                                        Explanation of Company Settings

 

  1. Australian Business Number: An Australian Business Number (ABN) is a unique 11 digit number that identifies your business to the government and community. ** NOTE: This may have a different value depending on your location. For example VAT if you are in the UK.
  2. Mobile Company Name: This will display as the contact name when sending an SMS. If you would like your customers to be able to reply to txt messages, put your mobile number in here. You can even enter an actual mobile number for your customers to reply to.
  3. Time Zone: Select which time zone you are located in (this will affect the time in your booking diary).
  4. MVRL #Motor vehicle repairers’ licence. ** NOTE: This may have a different value depending on your location.
  5. Default Labour Product: The product that will appear, by default on bookings and jobs. For example, when performing an online booking.
  6. Reserved Stock: Turn on Reserved Stock.
  7. Cost Type for Products: When reporting the cost of a product, which cost type would you like to use.
  8. Vehicle Groups: Choosing these industry types will display different body types within the vehicle.
  9. Default Service Interval: This is the interval between when services are taken out. This will be via month.
  10. Default Method Of Contact: Whatever this is set to is what each contact will default to when created from then on.
  11. Advanced Vehicle Fields: This is for clients that have a specific or different industry to auto mechanic shops such as marine or bicycles.
  12. Show Fleet Code: This will show the fleet code on the invoice/job card/job centre.
  13. Shop Opens: Enter in the clients shop open and close times and this will configure in the booking diary.
  14. Shop Closes: Enter in the shop close time and this will configure in the booking diary.
  15. Show all Shop For Month: Instead of showing individual mechanics on the booking diary, it will show all the mechanics together when looking at the month view.
  16. Description to Job Status Comment: When turning a booking into a Job, do you want to transfer the booking description to the Job Status comment.
  17. Mechanics for Booking Diary: The number of mechanics you want to show on a single page of the booking diary. For example, if you have 15 mechanics, you may not want to squash them all into one page.
  18. Default Work Hours Per Day: This is the combined hours of all employees that will reflect on the booking diary. Eg. 5 Mechanics work 10 hours per day = 50 hours.
  19. Tax Name: The country or regions tax name.
  20. Purchase Tax Rate: What rate do purchases get charged tax at.
  21. Sales Tax Rate: What rate do sales get charged tax at.
  22. Prices include Tax: This is important, If this is flicked ON it means that the system will NOT add tax to your unit price. However, if you leave it flicked to OFF the system will add 10% (TAX) on top of each product
  23. Tax Freight: Did you want to add tax to any freight added to the invoice?
  24. Round Total: This will round the totals of the invoice to the nearest 5cents.
  25. Discount Includes Tax:¬†¬†If this is set to ‘Yes’, the system will not add any additional tax to discount.
  26. Invoice Format: These are the different invoice formats to choose from.
  27. Invoice Terms: What sort of default terms should the invoice have when advising the client when payment is due.
  28. Bundled Item Print Style: This relates to how product bundles (a bundle or kit of multiple parts joined together) will display on the invoice.
  29. Hide Part Numbers: This will hide any item codes on all invoices.
  30. Hide Labour Quantity: This will hide the amount or hours of labour on all invoices.
  31. Hide Line Prices: This will hide all retail line prices on invoices.
  32. Hide Header / Footer On Bundles: This will hide the bundle names as well as the bundle totals to reflect only line items.
  33. Barcode on Job Card: Turning this on will place a barcode on the job card that connects to the Workshop Software app. When scanned, it will open up the job and allow the mechanic to clock on and off the job.
  34. Invoice Number Equals Job Number: Instead of the job numbers and invoice numbers being different. When setting is flicked on, the job card and invoice numbers will be the same when opened and processed.
  35. Cannot Process ‚Äď Orders Attached:¬†When job is linked to a stock order, if the stock order is still open and not received and the setting is flicked on the system will not allow the invoice to be processed.
  36. Add Pricing To Job Card: This will add all the line item prices to the job card.
  37. Hide Tyre Details (Job Card): The job card currently has an option to enter tyre details, however if this is not needed/not wanted, this can be switched off with this setting.
  38. Merge Bundle With Invoice Lines: This setting will allow bundles to look and act like normal individual line items.
  39. Hours Worked Field: This setting allows you to choose whether the hours worked by your mechanics displays as a column on the invoicing screen.
  40. Hide Tax On Invoice Lines: Remove the GST column from the PDF format of the invoice. There is just a Unit Price and a Total. The total GST will appear down the bottom.
  41. Prevent Split Notes on Invoice:¬†If this is set to “Yes”, the invoice notes will not be split over 2 pages. Instead, all invoice notes will appear together on either the first or second page (dependant on where they fit).
  42. Ask for Due Dates on Process Invoice:¬†When set to “Yes”, this will produce a pop-up when processing an invoice associated with a vehicle. This pop-up will ask for the rego due date, odometer, hours, etc. for the associated vehicle.
  43. Use Today as Invoice Post Date:¬†If set to “Yes”, this will automatically update the post date of invoice when they are processed. This date will updated to the current date.
  44. Invoice Number: Where you want your invoice numbers to start. Please note: If you want this to be a lower number than it currently is you will need to contact the support team.
  45. Credit Number: Where you want your credit numbers to start. Please note: If you want this to be a lower number than it currently is you will need to contact the support team.
  46. PO Number: Where you want your purchase order numbers to start. Please note: If you want this to be a lower number than it currently is you will need to contact the support team.
  47. Receipt Number: Where you want your receipt numbers to start. Please note: If you want this to be a lower number than it currently is you will need to contact the support team.
  48. Supplier Payment Number: Where you want your supplier payment numbers to start. Please note: If you want this to be a lower number than it currently is you will need to contact the support team.
  49. Plate Number Field: Where you can change the field name for ‘Plate Number’. This field appears when you access a vehicle. For example you may want to call it ‘Rego’ or ‘Number Plate’.
  50. VIN Number Field:¬†Where you can change the field name for ‘VIN¬†Number’.¬†This field appears when you access a vehicle.
  51. Fleet Code Field:¬†Where you can change the field name for ‘Fleet Code’.¬†This field appears when you access a vehicle.
  52. Code: This is only for franchise customers. If you believe this is you and are unsure how to use this function please contact support.