Repair Table Data Fields

Description tab

Category

The Category of inventory you are establishing a repair for. Click the down arrow to the right of the Category box and select the applicable category. If a new category needs to be established, click Maintenance on the menu bar, click Inventory Maintenance and click Categories. For information pertaining to adding a new category, refer to 'Maintain Inventory Categories' .

Sub Category

The Sub Category of inventory you are establishing a repair for. Click the down arrow to the right of the Sub Category box and select the applicable sub category. If a new sub category needs to be established, click Maintenance on the menu bar, click Inventory Maintenance and click Sub Categories. For information pertaining to adding a new sub category, refer to 'Maintain Sub Categories'.

Category to Charge

The category to use when the repair is billed. Click the down arrow to the right of the Category box and select the applicable category. The categories that appear in the drop down list are those categories established with a 'non inventory' type. If a new category needs to be established for the item, click Maintenance on the menu bar, click Inventory Maintenance and click Categories. For information pertaining to adding a new category, refer to 'Maintain Inventory Categories' .

Note: The default categories established for repairs are 30 for Repair Parts and 31 for Repair Labor.

If the repair being added to the table has both labor and parts associated with it, there are two methods available for denoting the portion that is labor and the portion that is parts.

1. If you are tracking parts in your inventory file, you will want to assign the parts to the repair on the Parts tab. The category to charge should be your Repair Labor category because the parts portion will be billed according to the price associated with the parts on the Parts tab. The Rate that appears in the following field should be the total amount of the repair, including both Labor and Parts. Once the parts are assigned on the Parts tab, the Labor portion and Parts portion will be broken out accordingly and only the Labor portion will be billed using the category entered as the Category to Charge.

Example: The total rate on a Complete Repad (Student) Clarinet may be $125.00. The Labor portion is $100.00 and the Parts portion is $25.00. You are tracking the parts in inventory so will be assigning the parts to the repair on the Parts tab. On the Description tab you will want to select your Repair Labor category for the Category to Charge and enter $125.00 as the Rate. Once the Parts are assigned on the Parts tab, the Labor portion of the repair will be $100.00 and the Parts portion will be $25.00. For accounting purposes, the $100.00 will be expensed to the ledger number assigned to your repair labor category and the $25.00 will be expensed according to the ledger numbers assigned to the category of the parts.

2. If you are not tracking parts in your inventory file, you will want to establish one repair in the repair table for your labor portion, entering your repair labor category as the category to charge. You should then have another repair established in the repair table for your parts portion.

Example: The total rate on a Complete Repad (Student) Clarinet may be $125.00. The Labor portion is $100.00 and the Parts portion is $25.00. You are not tracking the parts in inventory so you should have two separate repairs set up in the table for this one repair. The Labor portion of $100.00 should be assigned your repair labor category as the Category to Charge and Rate will be $100.00. For the Parts portion, you may want a generic repair established in the table for each category and sub category of inventory you repair. In this example, Clarinets are category 1 and sub category 3. You may want a repair called Parts, assigned with your parts category (i.e. category 30) as the Category to Charge and with a 0.00 rate. The rate will then be changed when you actually enter or bill the repair.

Repair Code

The repair code is automatically incremented according to the number of the repair being established for the category and sub category selected.

Example: If this is the first repair being added to the table for category 1 and sub category 3, the Repair Code will appear as 1. If this repair is saved and another repair is added for category 1 and sub category 3, the Repair Code will automatically increment to 2, etc. This number may be changed.

Description

The description of the repair.

Rate

The total rate of the repair. Refer to the prior field Category to Charge for examples.

Parts tab

If parts are to be assigned to the repair being added to the table, click the Parts tab.

Qty

The quantity of the part being added to the repair.

Sku

The sku number of the repair. If the item was found in inventory as a Part, the category, description and price will appear in the applicable fields. If the item was not found in inventory, the category, description and price fields must be tabbed to and completed.

Category

The inventory Category of the part. Click the down arrow to the right of the Category box and select the applicable category. If a new category needs to be established, click Maintenance on the menu bar, click Inventory Maintenance and click Categories. For information pertaining to adding a new category, refer to 'Maintain Inventory Categories'.

Description

The description of the part.

Price

The price each of the part.

Upon clicking the Save button the part will appear in the Parts grid. The Labor portion of the total repair rate entered on the Description tab will be reduced by the total amount of the part added and the Parts portion will increase by the total amount of the part added. Continue assigning the parts to the repair as applicable. Don't forget to click the Save button the bottom left side of the main 'Add/Change Repair Table' window in order to save the repair to the repair table.

Deleting a Part

To delete a part that was saved to the Parts grid, click in the row of the grid containing the part in order to select it and click the Delete button. The Labor portion of the repair will increase by the total amount of the repair deleted and the Parts portion of the repair will decrease by the amount.