Setting Up a SmartPac

Print Friendly, PDF & Email

Setting Up a SmartPac

Overview

This article explains how to setup SmartPacs, which are packages with pre-defined parts and labor. Using SmartPacs can save time when entering a ticket in Point-of-Sale.

NOTE: Before setting up a SmartPac, make sure the parts exist in the Inventory module and that they are set up properly. For example, labor parts should be set up with a Part Type of “Labor”, not “Regular”.

 

Instructions

From the StockTrac® main menu, go into the Point-of-Sale module.

Go to Setup Parts SmartPacs. The following screen will display:

 

 

Click New to add a SmartPac. This screen will show:

Enter the basic information as follows:

Package Name – Give this SmartPac a name.

Group – Assign this SmartPac to a group, if desired. For more information on setting up SmartPac Groups, see this link.

Base Part Price and Base Labor – Enter the base amount for parts and labor. The two combined will be the Total SmartPac price.

Package is Discountable – Specify whether or not this SmartPac can be discounted.

Catalog Type – Choose this from the drop-down menu. If the SmartPac is not associated with a catalog, only standard inventory items can be added to the package.

Catalog – Select a catalog from the drop-down menu if there is one available for the parts that will be included in the SmartPac. For example, if you are setting up a SmartPac for an oil change and you sell Mighty Filters, you can choose the Mighty catalog. By choosing the Mighty catalog, the correct type of filter will automatically appear in the Estimate/Invoice.

Side to Search – If you have a catalog selected, specify either Both Sides, the Left Side or the Right Side. This field will not be available if you are not using a catalog.

Once the basic information is entered, you can now enter the items and the script to be included in your SmartPac.

Lookup Items – These items are from your electronic catalog specified above. This tab is used to add parts that the catalog will reference. For example, you would want to add your oil filter under this tab. To add a part under the Lookup Items tab, follow these steps:

 

Click the Add button. You will see the screen above.

Select the Manufacturer that is associated with the part from the drop-down menu.

Pick the Product Code from the drop-down menu.

Enter the Suggested Quantity.

If the part you are adding is in addition to the package total price, check the Additional Charge for Part box.

If labor is assigned to this part in Inventory, then check the Additional Charge for Labor box. If there is no labor assigned to the part, this box will not be active.

Click OK to save the Lookup Item.

Standard Items – These items are inventory parts and labor items from your Inventory file. To add a part under the Standard Items tab, do the following:

 

Click the Add button. You will see the screen above.

Select the Manufacturer that is associated with the part from the drop-down menu.

Click the magnifying glass next to Part Number. Using the search feature, locate the part desired.

Enter the Suggested Quantity.

If the part you are adding is in addition to the package total price, check the Additional Charge for Part box.

If labor is assigned to this part in Inventory, then check the Additional Charge for Labor box. If there is no labor assigned to the part, this box will not be active.

Click OK to save the Standard Item.

Placeholder Items – These are temporary items that will be resolved or replaced with an actual part when the SmartPac is used on a ticket. To add a Placeholder Item, perform these steps:

 

Click the Add button. You will see the screen above.

Item Type – select where this is a Part or Labor.

Enter a Description for this Placeholder Item.

If the part you are adding is in addition to the package total price, check the Additional Charge for Part box.

If labor is assigned to this part in Inventory, then check the Additional Charge for Labor box. If there is no labor assigned to the part, this box will not be active.

Click OK to save the Placeholder Item.

Script – This is a freeform window that you can use to type in the items and or services included in this package. The text entered will show up on the estimate and the invoice. Clicking on the Script tab will show the following:

 

Type in the description as you would like it to appear on the Invoice. The script can consist of basic text only. “Rich Text”, such as Bold, Italic, Underline, etc. are not currently supported.

When you are finished, click OK to save the SmartPac.

Testing the SmartPac

Once the SmartPac has been set up, test it to make sure it works properly. Go into Point-of-Sale, New Ticket, and select a customer and vehicle. Next click on the Items tab. The following screen will display:

 

Click the SmartPac button, and select the SmartPac you just created.

Verify that the correct parts and amounts are displayed.

If you receive an error, check the parts on the SmartPac in Inventory. Make sure they have a cost as well as a selling price. Also make sure the labor parts are set up with the Part Type of “Labor” in Inventory as mentioned previously. Labor items will only have a labor amount and will not have a cost and selling price.

 

 

RELATED TOPICS:

How to Set Up SmartPac Groups

 

 

Your email address will not be published. Required fields are marked *