Administrative Items
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      Standard Codes - Labor, Part, & Shop Supply Contracts

      Add a Labor Contract 

      To add a labor contract go to Administration > Standard Codes 

      In the Standard Codes screen go to Customer > Labor Contract
       
      To add a new Labor Contract click on + Add
       

      Labor Contract Wizard

       

      Contract Info

      Input a Code and Description for the Labor Contract

      Note: One labor contract must be set as the Default Labor Contract so EMDECS knows which labor rate to charge customers without a labor contract assigned to them
       
      1. The Active checkbox should be checked as long as the contract is still in use. Unchecking Active will disable the contract
      2. The Default check box can be checked if this contract should be the default labour contract
      3. The Notes field is optional
      Click Next to move on to Contract Rate

      Contract Rate

      Input the Hourly Rate and Sublet Markup % if applicable.
      1. The Hourly Rate is the amount to be charged for every charge hour inputted on a labor line in an RO
        1. The total charge is automatically calculated using the contract rate when the charge hours column is filled in for added labor on a RO
      2. If your shop does sublet repairs and applies a markup to sublet labor fill in the Sublet Markup % field
      Click Next to move on to Override by Facility. If you do not need to input any overrides you can click Save/Exit now to finish creating the Labor contract.

      Override by Facility

      Labor contracts can also be configured with different rates for different shop locations/facilities. 
      1. For example, a shop facility in another state or province (or in an urban area versus a rural area) may have higher costs and require a higher hourly rate.
      Creating overrides is optional but to create an override by facility click + Add Labor Rate 
       
      A line will appear where you can choose the Location and input an Hourly Rate and Effective Date
      1. Check or uncheck the Active checkbox to enable or disable the override
       
      Click Next to move on to Override by Equipment Shift. If you do not need to input any more overrides you can click Save/Exit now to finish creating the Labor contract.

      Override by Equipment Shift

      To add an Equipment Shift override click + Add
       
       
      In the pop-up select a Location and Equipment Shift
      1. Click + Add New/Manage to create a new Equipment Shift or to edit existing ones
      2. Check or uncheck the Active checkbox to enable or disable the override
      Click Save/Exit when you are finished adding Equipment Shift overrides
       
       
      Click Save/Exit to finish creating the Labor contract
       
       

      Assigning a Labor Contract to a Customer


      Note: If a customer does not have a labor contract assigned to them then the default labor contract rates will apply
      Go to Administration > Customer and select the customer you'd like to assign a contract to
       
       
      Under the Details tab on the right-hand side there is a section called Contracts
       
      Click on the labor field to select a Labor Contract for the customer
       
       
      Click on + Add to create a new labor contract. This will take you to the Labor Contract Wizard
       
       
      If you select a labor contract an Edit button will appear which will allow you to edit the selected labor contract 
       
       
      Click Save/Exit then OK to save your changes and assign the labor contract to the customer
       
      Here is an example of an RO for LC Bus Company which we assigned the STD2 Labor Contract to. 
       
      As you can see the Hourly charge shows a rate of $60 which was determined by the STD2 contract.
       
      The total charge is automatically calculated using the contract rate when the charge hours column is filled in for added labor on a RO.
       

      Add a Parts Contract 

      For more information on Part Markups and Pricing click here.
       
      To add a parts contract go to Administration > Standard Codes 
       
       
      In the Standard Codes screen go to Customer > Parts Contract
       
      To add a new Labor Contract click on + Add

      Parts Contract Wizard 

       Contract Info

      Input a Code and Description for the Parts Contract

      Note: One parts contract must be set as the Default Parts Contract so EMDECS knows which rate to charge customers without a parts contract assigned to them
       
      1. The Active checkbox should be checked as long as the contract is still in use. Unchecking Active will disable the contract
      2. The Default check box can be checked if this contract should be the default parts contract
      3. The Notes field is optional
       
      Click Next to move on to Markup

      Markup

      The following markup fields are available:
       
      Markup %:  Enter a percentage to markup parts based on your default costing method (Average, Standard, Last, Landed, or Average Landed)
       
      Discount %:  Leave this field blank unless you want to maintain retail prices for all of your parts. 
      If you enter a value here, the sale price of parts will be based on each part's retail price instead of purchase cost history. 
      1. To sell parts at a fixed retail price, enter a percentage to discount off the retail price
        1. Enter 0% to sell at the retail price without a discount
      2. To sell parts with a retail price markup, enter 0% in the field and then refer to the section titled Change Retail Prices in Bulk section for instructions on how to set retail markup percentages for parts in bulk. 
       
      Core Markup %:  Enter a percentage if cores should be marked up differently from other parts.  Leave this field blank for core markups to be the same as non-core parts
       
      Core Discount %:  Only applicable when using the Discount % option above.  Enter a percentage if cores should be discounted at a different rate.  Leave the field blank if cores should be sold at the same discount rate as non-core parts
       
      Sublet %:  Enter a percentage to markup the cost of sublet parts. This field is optional.

      Note: You can only enter Markup percentages OR Discount percentages, not both
       
       
      Click Next to move on to Markup by Cost Range. If you do not need to input any overrides you can click Save/Exit now to finish creating the parts contract.
       

      Markup by Cost Range

      The Markup by Cost Range step is optional and only applicable when you want to have different markup rates based on the cost of the part. 
       
      For example, you might want a 50% markup on any parts that cost less than $10 while having a 35% markup on all other parts. 
       
      Note: Markup by Cost Range cannot be used with a discount contract
       
      With multiple cost range markups entered, you have the flexibility to vary your markup rates for different part cost ranges, as pictured in the example below.
       
      To add cost range markups, click + Add Markup 
      1. In the Include Up To field enter the cost of the parts to be included in the Markup %
      2. In the Markup % enter the markup percentage for parts within the cost range 
      3. In the Core markup % enter the core markup percentage if your markup should be different than the Markup % for core parts
       
       
      Click Next to move on to Markup by Markup Code. If you do not need to input any more overrides you can click Save/Exit now to finish creating the parts contract.
       

      Markup by Markup Code

      The Markup By Markup Code screen is optional and only applicable when you need to price or markup groups of parts differently from other parts in EMDECS. 
       
      For example, if you need to sell oil filters with a different markup percentage from other parts, this can be accomplished by creating a markup code. 
       
      To set up a Markup by Markup Code click + Add
       
       
      1. In the Location field type in the location name and select it or click on the magnifying glass to select a location
      2. In the Markup Code field choose a code from the drop-down list
      3. The Effective Date and Termination Date are optional
      4. Check or uncheck the Active checkbox to enable or disable the override
       
       

      Add Markup Codes and Rates

      If you have not created any markup codes in your system the Markup Code drop-down list will be blank.
       
      Click  + Add New / Manage to create a new markup code
       
       
      Each markup code can have multiple markup groups with different rates. 
       
      Click Add Markup Code 
       
       
      In the pop-up enter the Code and Description then click OK 
      1. Check or uncheck the Active checkbox to enable or disable the Markup Code
       
      Make sure you select the correct Markup Code at the top then click + Add Rate
       
       
      Choose a Markup Group and enter the Markup % or Discount %. 
       
      The Core Markup/Discount % fields should be left blank unless you want to markup or discount core parts at a different rate
      1. Check or uncheck the Active checkbox to enable or disable the Markup Code Rate
      2. Additional rates for the came Markup code can be added by clicking + Add Rate again
      Click OK to save the entered rates
       
       
      In the example below you can see we added a Markup Code called Oil Markup. The Oil Markup Code has 2 rates; Conventional with 15% markup and Synthetic with 20% markup.
       
      If you are finished adding Markup Codes and Rates click Close
       
       
      After adding all your Markup Code Assignments you are finished with the Parts Contract and you can click Save/Exit 
       
       

      Assign Markup Groups to Parts

       
      In order for the Markup Codes and Rates to take effect the parts must be assigned to the correct Markup Group
       
      Navigate to Parts > Part Master 
       
      In the Part Settings tab you can add a Markup Group from the drop-down list 
       
       

      Assigning a Parts Contract to a Customer


      Note: If a customer does not have a Parts contract assigned to them then the Default Parts contract rates will apply
       
      Go to Administration > Customer and select the customer you'd like to assign a contract to
       
       
      Under the Details tab on the right-hand side there is a section called Contracts
       
      Click on the Parts field to select a Parts Contract for the customer
       
       
      Click on + Add to create a new parts contract. This will take you to the Parts Contract Wizard
       
       
      If you select a parts contract an Edit button will appear which will allow you to edit the selected Parts Contract 
       
       
      Click Save/Exit then OK to save your changes and assign the Parts contract to the customer
       
       
      Here is an example of an RO for LC Bus Company which we assigned the STD2 Parts Contract to. 
       
      As you can see the Unit Cost is $2.00 and a Unit Charge is $2.40
       
      The charge shows a 20% markup of $0.40 which was determined by the STD2 contract.
       
       

      Add a Shop Supply Contract  

      To add a Shop Supply contract go to Administration > Standard Codes 

      In the Standard Codes screen go to Customer > Shop Supply Contract
       
      To add a new Shop Supply Contract click on + Add
       
       

      Shop Supply Contract Wizard

       Contract Info

      Input a Code and Description for the Shop Supply Contract

      Note: One Shop Supply Contract must be set as the Default Shop Supply Contract so EMDECS knows which rate to charge customers without a Shop Supply contract assigned to them
       
      1. The Active checkbox should be checked as long as the contract is still in use. Unchecking Active will disable the contract
      2. The Default check box can be checked if this contract should be the default Shop Supply contract
      3. The Notes field is optional
       
       
      Click Next to move on to Contract Rate
       

      Contract Rate

      Select if you'd like the contract to be Based on Parts, Labor or Parts & Labor
      1. The Up to Amount field is optional but you can enter a value here to show the max amount you can charge for Shop Supplies 
      2. The Default Percent field is the percentage of the total amount of Parts and/or Labor you will charge for Shop Supplies. This field is mandatory. 
       
       
      Click Next to move on to Non-chargeable Taxes. If you do not need to input any overrides you can click Save/Exit now to finish creating the Shop Supply contract.
       

      Non-chargeable Taxes

      If your shop supply fee is non-taxable, click + Add Tax to add any taxes that should not be applied to the shop supply fee.
       
      A new line will appear where you can choose the Tax Code and Effective Date.
       
      Check or uncheck the Active checkbox to enable or disable the Non-chargeable Taxes
       
       
      Click Next to move on to Override by location. If you do not need to input any more overrides you can click Save/Exit now to finish creating the Shop Supply contract.
       

      Override by location

      To add a location override click +Add Location
       
       
      1. Select a Location from the drop-down list 
      2. Select if you'd like the location override to be Based on Parts, Labor or Parts & Labor
      3. The Effective Date and Termination Date are optional
      Click Save/Exit to save the location details
       
       
      Click + Add Percent to add the shop supply percentage for the location override
       
       
       
      In the pop-up input the Up to Amount and Percent then click Save/Exit
       
       
      Click Save/Exit to finish creating the Shop Supply Contract
       
       

      Assigning a Shop Supply Contract to a Customer

      Go to Administration > Customer and select the customer you'd like to assign a contract to
       
       
      Under the Details tab on the right-hand side there is a section called Contracts 
       
      Click on the Supply field to select a Shop Supply Contract for the customer
       
       
      Click on + Add to create a new Shop Supply contract. This will take you to the Shop Supply Contract Wizard
       
       
      If you select a Shop Supply contract an Edit button will appear which will allow you to edit the selected Shop Supply contract 
       
       
      Click Save/Exit then OK to save your changes and assign the Shop Supply contract to the customer
       
       
      Here is an example of an RO for LC Bus Company which we assigned the STD2 Shop Supply Contract to. 
       
      As you can see the Total Charge is $200 and the Shop Charge is $10
       
      This is determined by our Shop Supply Contract which is 5%
       
      (5% of $200 = $10)