done and pls copy -- marked the format as mail stuff -- r83v1-reebok

7/29/2019 DONE and Pls Copy -- Marked the Format as Mail Stuff -- R83V1-ReeBOK

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Table of contents

1 File transfer ................................................ 6

1.1 To automatically transfer a reference file ...................................................... 71.2 To manually transfer a file ............................................................................. 8

2 Advice note menu ....................................... 92.1 Advice note maintenance ............................................................................... 9

2.1.1 Advice note form ................................................................................. 10

2.1.2 The Advice tab ..................................................................................... 11

2.2 Advice note processing ................................................................................ 13

2.2.1 Printing advice data.............................................................................. 14

2.2.2 To print advice data ............................................................................. 14

2.2.3 Linking advice data .............................................................................. 15

2.2.4 To link advice data to Purchase Control .............................................. 162.2.5 Exceptions reports ................................................................................ 17

2.2.6 To view or print an exception report .................................................... 17

3 Aftersales menu ........................................ 183.1 Data extracts................................................................................................. 18

3.1.1 To extract CCC and CSI data............................................................... 19

3.1.2 To extract STOCKPRO (Stock Profile) data ....................................... 19

3.2 Stock management parameters .................................................................... 20

3.2.1 Monthly average weighting % ............................................................. 20

3.2.2 To edit the Stock Management parameters .......................................... 21

3.2.3 Reorder codes....................................................................................... 213.3 Convert aftersales files ................................................................................. 22

3.3.1 Information tab..................................................................................... 22

3.3.2 Convert tab ........................................................................................... 23

3.3.3 To convert a file ................................................................................... 23

3.3.4 Conversion Notification ....................................................................... 24

3.4 Update stock file .......................................................................................... 25

3.4.1 To update the stock file ........................................................................ 25

3.5 EPC daemon controller ................................................................................ 26

3.5.1 EPC within Point of Sale ..................................................................... 27

3.5.2 BMW EPC Interface form ................................................................... 27

3.5.3 To create a WIP using the EPC facility ............................................... 27

4 Campaigns menu ...................................... 284.1 Set-up ........................................................................................................... 28

4.2 Recalls Campaign Set-up ............................................................................. 29

4.2.1 Before using the campaigns facility ..................................................... 30

4.2.2 To manually convert files .................................................................... 30

4.3 Campaigns in Manufacturer Systems .......................................................... 31

4.3.1 The Header tab ..................................................................................... 32

4.3.2 The Labour tab ..................................................................................... 33

4.3.3 The Parts tab ........................................................................................ 33

4.3.4 The Menus tab...................................................................................... 344.3.5 The Vehicles tab .................................................................................. 34


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4.4 Campaign Maintenance on the Labour tab .................................................. 35

4.4.1 To add an operation to a campaign ...................................................... 35

4.4.2 To amend an operation to a campaign ................................................. 35

4.4.3 To delete an operation from a campaign.............................................. 36

4.5 Campaign Maintenance on the Parts tab ...................................................... 37

4.5.1 To add a part to a Campaign ................................................................ 374.5.2 To amend a part on a Campaign .......................................................... 37

4.5.3 To delete a part from a Campaign ........................................................ 38

4.6 Campaign Maintenance on the Menus tab ................................................... 39

4.6.1 To add a menu to a campaign .............................................................. 39

4.6.2 To amend a menu on a campaign ........................................................ 39

4.6.3 To delete a menu from a campaign ...................................................... 40

4.7 Campaign Maintenance on the Vehicles tab ................................................ 41

4.7.1 To add a vehicle to a campaign............................................................ 41

4.7.2 To amend a vehicle on a campaign ...................................................... 41

4.7.3 To delete a vehicle from a campaign ................................................... 42

4.7.4 To filter a vehicle in campaign maintenance ....................................... 424.7.5 Labour item maintenance form ............................................................ 42

4.7.6 Parts item maintenance form ............................................................... 43

4.7.7 Menu item maintenance form .............................................................. 43

4.7.8 Vehicle item maintenance form ........................................................... 43

4.8 Point-of-Sale Introduction ........................................................................... 44

4.9 Loading a Campaign in POS........................................................................ 44

4.10 Campaigns form ........................................................................................... 45

4.11 View campaign details form ........................................................................ 45

4.12 Recalls In Progress form .............................................................................. 46

4.12.1 To view or load a campaign ................................................................. 47

4.13 Invoicing a Campaign in POS...................................................................... 48

4.13.1 To invoice a campaign ......................................................................... 48

4.13.2 Campaign status form in POS .............................................................. 49

5 Menu Pricing menu .................................. 505.1 Menu Pricing Set-up .................................................................................... 50

5.1.1 Service menu pricing set-up form ........................................................ 50

5.1.2 The Data tab ......................................................................................... 515.1.3 The Fluid Mapping tab......................................................................... 52

5.1.4 Fluid code mapping form ..................................................................... 53

5.1.5 To edit fluid part mapping ................................................................... 54

5.1.6 The Job Group Defaults tab ................................................................. 55

5.1.7 Job group defaults form ....................................................................... 56

5.1.8 To edit job group defaults .................................................................... 56

5.1.9 The Preferred Parts tab......................................................................... 57

5.1.10 Preferred part mapping form ................................................................ 58

5.1.11 To edit preferred parts .......................................................................... 59

5.1.12 The Status (locked) tab ........................................................................ 60

5.1.13 To view the status of current data or lock the software ....................... 61

5.2 Menu Pricing Parameters ............................................................................. 62

5.2.1 Menu pricing parameters form ............................................................. 63

5.2.2 Miscellaneous tab................................................................................. 635.2.3 Negotiation tab ..................................................................................... 64


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5.2.4 Discounting tab .................................................................................... 66

5.2.5 Point of sale tab .................................................................................... 68

5.2.6 Enquiry logging tab.............................................................................. 69

5.2.7 To access the menu pricing parameters ............................................... 69

5.3 Point of sale selection fields ........................................................................ 69

5.4 Menu Pricing Maintenance .......................................................................... 705.4.1 Menu pricing maintenance form .......................................................... 70

5.4.2 The Header tab ..................................................................................... 72

5.4.3 The Labour tab ..................................................................................... 72

5.4.4 The Parts tab ........................................................................................ 73

5.4.5 The Linked Jobs tab ............................................................................. 73

5.4.6 The Prices tab ....................................................................................... 74

5.4.7 The Notes tab ....................................................................................... 74

5.5 Menu maintenance ....................................................................................... 75

5.5.1 Create new menu form ......................................................................... 75

5.5.2 To create a menu .................................................................................. 76

5.5.3 Copying a Menu ................................................................................... 775.5.4 Copy current menu form ...................................................................... 77

5.5.5 To copy a menu .................................................................................... 77

5.5.6 To search for a menu............................................................................ 78

5.5.7 To amend a menu ................................................................................. 78

5.5.8 To display a menu ................................................................................ 79

5.5.9 To delete a menu .................................................................................. 79

5.5.10 Print form ............................................................................................. 80

5.5.11 To print a menu .................................................................................... 81

5.6 Dealer Additions .......................................................................................... 82

5.6.1 Dealer additions form .......................................................................... 82

5.6.2 To display a dealer-specific menu ....................................................... 83

5.7 Promotion Maintenance ............................................................................... 84

5.7.1 Promotion Maintenance form .............................................................. 84

5.7.2 Filter options ........................................................................................ 84

5.7.3 To view a promotion on a menu .......................................................... 85

5.7.4 To add a promotion to a menu ............................................................. 85

5.7.5 To amend a promotion to a menu ........................................................ 86

5.7.6 To delete a promotion from a menu ..................................................... 86

5.8 Additional items ........................................................................................... 87

5.9 Header Maintenance .................................................................................... 88

5.9.1 To amend the header on a menu .......................................................... 885.10 Labour Maintenance .................................................................................... 89

5.10.1 Labour maintenance form .................................................................... 89

5.10.2 To add a labour line to a menu............................................................. 90

5.10.3 To amend a labour line on a menu ....................................................... 90

5.10.4 To delete a labour line from a menu .................................................... 91

5.11 Parts Maintenance ........................................................................................ 92

5.11.1 Parts maintenance form........................................................................ 92

5.11.2 To add a part to a menu........................................................................ 93

5.11.3 To amend a part on a menu .................................................................. 93

5.11.4 To delete a part from a menu ............................................................... 94

5.12 Linked Jobs Maintenance ............................................................................ 955.12.1 Linked jobs form .................................................................................. 95


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5.12.2 To add a linked job to a menu .............................................................. 96

5.12.3 To amend a linked job on a menu ........................................................ 96

5.12.4 To delete a linked job from a menu ..................................................... 97

5.13 Prices Maintenance ...................................................................................... 98

5.13.1 Prices form ........................................................................................... 98

5.13.2 To set a fixed menu price ..................................................................... 995.13.3 To amend a fixed menu price............................................................... 99

5.13.4 To remove a fixed menu price ........................................................... 100

5.14 Adding Notes to a Menu ............................................................................ 101

5.14.1 To add notes ....................................................................................... 101

5.15 File Usage .................................................................................................. 102

5.15.1 Menu pricing file usage form ............................................................. 102

5.15.2 To view file usage statistics ............................................................... 103

5.16 Extending a File ......................................................................................... 104

5.16.1 Extend file form ................................................................................. 104

5.16.2 To extend a file .................................................................................. 104

5.17 Unknown Labour report ............................................................................. 1055.18 Unknown Parts report ................................................................................ 105

6 Vehicle menu .......................................... 1066.1 PCASO Data import .................................................................................. 106

6.2 PCASO vehicle data import form .............................................................. 106

6.3 The Data source tab ................................................................................... 107

6.3.1 To source the data .............................................................................. 107

6.4 The Import tab............................................................................................ 108

6.4.1 To import the data .............................................................................. 108

6.5 Convert PCASO data ................................................................................. 109

6.5.1 PCASO vehicle data conversion form ............................................... 1096.5.2 To convert the data............................................................................. 111

7 Warranty menu ....................................... 1127.1 Point-of-Sale Introduction ......................................................................... 112

7.2 Creating a Claim ........................................................................................ 113

7.2.1 To create a claim in POS ................................................................... 113

7.2.2 To create a new claim and invoice from a credited WIP ................... 114

7.2.3 Previous mileage field........................................................................ 114

7.3 Warranty register ....................................................................................... 115

7.3.1 Warranty register header summary screen ......................................... 116

7.4 Warranty header details ............................................................................. 118

7.4.1 Warranty header details form ............................................................. 118

7.4.2 To amend a task within a claim ......................................................... 125

7.4.3 To cancel amendments made to a task within a claim ....................... 126

7.4.4 Amending corrected claims on the Warranty Register grid ............... 127

7.4.5 Original part numbers ........................................................................ 128

Identifying returned parts ................................................................................... 129

7.5 Submitting a claim ..................................................................................... 130

7.5.1 Warranty claim submission form ....................................................... 131

7.5.2 To submit a claim............................................................................... 132

7.6 Rejecting a claim........................................................................................ 1337.6.1 Warranty claim rejection form ........................................................... 133


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7.6.2 To reject a claim................................................................................. 134

7.7 Manual payments ....................................................................................... 135

7.7.1 To manually input and process payments .......................................... 135

7.7.2 Payments Form .................................................................................. 136

7.8 Manual Entry ............................................................................................. 139

7.8.1 Manual entry form ............................................................................. 1397.8.2 To enter a credit note ......................................................................... 142

7.9 Credit Filters .............................................................................................. 144

7.9.1 Credit filter form ................................................................................ 144

7.9.2 To filter the credits ............................................................................. 144

7.10 Credit header maintenance ......................................................................... 145

7.10.1 To edit a credit header........................................................................ 145

7.10.2 To delete a credit header .................................................................... 145

7.10.3 To view a credit header ...................................................................... 146

7.11 Payment Records ....................................................................................... 147

7.11.1 Task payment detail form .................................................................. 147

7.12 Payment record maintenance ..................................................................... 1497.12.1 To view a payment record.................................................................. 149

7.12.2 To edit a payment record ................................................................... 149

7.12.3 To delete a payment record ................................................................ 150

7.12.4 To create a payment record ................................................................ 150

7.13 Resubmitting Tasks on a claim .................................................................. 151

7.13.1 Resubmit claim form.......................................................................... 151

7.13.2 To resubmit a claim ........................................................................... 153

7.14 To reopen a closed claim ........................................................................... 154

7.14.1 To resurrect a closed claim ................................................................ 154

7.14.2 To pay a previously closed claim....................................................... 155

7.14.3 To set the claim to X in the register ................................................... 155

7.14.4 Pay Resurrected Claim form .............................................................. 156

7.15 Processing Payments .................................................................................. 157

7.15.1 To process payments .......................................................................... 157

7.16 Warranty Credit Reports ............................................................................ 158

7.16.1 To reprint a summary journal and discrepancy report ....................... 158

7.17 Warranty claim report ................................................................................ 160

7.17.1 To print the warranty claim report ..................................................... 160

7.18 Warranty audit report ................................................................................. 161

7.18.1 Warranty audit report form ................................................................ 161

7.18.2 To view the warranty audit report ...................................................... 1637.18.3 To detail individual claims/tasks ....................................................... 163

7.18.4 To print the warranty audit report ...................................................... 163

8 BMW Specifics within Point of Sale ..... 1648.1 Key Reader................................................................................................. 164

8.1.1 Customer Word Search form ............................................................. 164

8.1.2 Extended vehicle details form ............................................................ 164

8.1.3 Creating a WIP using the Read key facility ....................................... 165

8.1.4 Amending a WIP using the Read key facility .................................... 165


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1 File transfer

BMW and the dealership network exchange data on a regular basis. This means that

many processes detailed in this training manual cannot be accomplished before these

files are either transmitted, or received from BMW.

Reference files can be automatically received by setting the Timed Operations to

perform this task at the end of each day. A reference file is a file that can be sent

from BMW to any dealership and can be used under any company/franchise, e.g.

price file updates, service data (RTS codes), defect codes, chassis numbers or

automatic model codes.

The automated transfer of such files eliminates the need to search for these every time

you select the File Transfer option. See Section 1.1.

Should the Timed Operations not take place, or there was an error transmitting or

receiving a particular reference file, it is possible to action them manually from the

File Transfer menu option within Manufacturer Systems.

A check box will be left blank for you to tick, should you require the manual method

of transferring these reference files. See Section 1.2.

All the other files will need to be transferred or received using the manual method as

described in section 1.2.


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1.1 To automatically transfer a reference file

To set up Timed Operations requires priority level 8 to enable you to accessSystems Utilities.

Select the option Timed Operations.

Select Configure Schedule.

Select the radio button Daily.

Right click on the Lock system description in red and take the option to Editchain.

Scroll down the grid on the right of the screen. If the option MS RUNAUTOMATIC FILE TRANSFERSappears, check the frequency is set to

D (Daily). If not, right click on the line and take the option to Edit chain

option. Amend the frequency with which this option has to run. Should the MS Run automatic file transfers option not appear in the daily

list, change the module to MS and select this option from the list displayed in

the grid on the left side of the screen, as shown in the diagram below.

On selecting the Run automatic file transfers option the Add button willbe enabled, and on taking this it will add your selection to the list of daily

options. You will need to follow the instructions explained above on setting it

to operate daily.


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1.2 To manually transfer a file

To manually transfer a file, you must take the File transfer option inManufacturer Systems.

The software will not initially load any reference files e.g. price file updates,service data (RTS codes), defect codes, chassis numbers or automatic model

codes unless they are requested. You can do this by ticking the Include

reference files box. The File searching progress bar at the bottom of the

screen will display the progress of the search.

To select the file to be received from, or sent to, BMW left click under theTransfer column. One or more files can be ticked. This enables the Transfer

option to be selected.

Select Transfer.

A window is displayed to advise you if it has been successfully completed or if any

errors have occurred.

The Transfer file screen is shown below:


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2 Advice note menu

From the Advice note menu you can carry out all of the tasks related to advice notes.

There are two processes involved to ensure the Advice note is received correctly onto

the system. Firstly, Advice notes that are received electronically to the dealership

need to be transferred into Autoline using the File Transfer routine (see Section 1.2).

Secondly, the Advice note has to be converted into real data within the Advice note

maintenance option (see Section 2.1).

2.1 Advice note maintenance

This option allows you to manually convert files, view or print advice data, and link

advice data to Purchase Control in order to update the purchase records and produce

exception reports.


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2.1.1 Advice note form

The Advice note form is used for completing all of the tasks relating to advice notes.

An example of the Advice note maintenance form is shown below:


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2.1.2 The Advice tab

The Advice tab displays all of the pricing information available for each individual

part.From this tab you can maintain all of the advice note data and procedures as

mentioned in Section 2.1.

To help you retrieve the correct advice note the following searches are available:

GRN No.: Search by the exact Goods Received Note number from the

drop down facility.

Unprocessed only: Select this field if you only want to display

unprocessed orders.

Sort by bin order: Automatically sorts the parts listed by bin location.

Sort by part number: Automatically sorts the parts listed by part

number.


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Parts order line

Fields Description

Order No

The customer reference number recorded in the Dealer commsfield of the purchase order header.

Part NumberThe part number in BMWs format.

DescriptionA description of the part.

QtyThe quantity supplied.

BinThe bin location.

RetailThe actual retail cost.

CostThe actual cost charged.

Surch.The surcharge on the part.

DiscountThe discount code.

Replacementpart The replacement part number.

TypeF or T. The type relates to the replacement part. It indicateswhether the part is superseding From or To.

Order qtyThe quantity advised on the original stock order.

Order costThe cost advised on the original stock order.

Order retailThe retail advised on the original stock order.

Exceptionscodes The exception code is used for reporting purposes. The existing

codes are:

QD: Quantity advised varianceCD: Cost price varianceRD: Retail price variance

NO: Part not on the purchase order or already advisedPH: No purchase header raised for the order.SB: Special buy price variance.


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2.2 Advice note processing

In order for you to begin processing the advice notes the correct file needs to be

transferred in the File transfer option (see Section 1.2).

Once the data has been transferred onto your system you must take the option to

convert the data (see Section 2.1).


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2.2.1 Printing advice data

After successful conversion of the advice file you can print the advice data if required.

A printed advice note contains the following information:

Order number

Date

GRN number

Part number

Description

Qty advised

Bin location

Note: If BMW does not provide a bin location on the advice note file, the software

uses the main bin location from your stock file. This allows bin listings to be

generated from the converted advice file. Parts advised that do not appear on the

stock file will have a location ofNON/STK.

2.2.2 To print advice data

From the Advice note menu select the Advice note maintenance option.The system prompts you to select the Purchase Control (PC) Company.

Select the PC Company.The Advice note form is displayed.

From the Advice tab select the GRN number that you want to view.Note: The search for an order will vary depending on a setting within one of

the advice note parameters.

The system displays a list of order lines on the GRN.

To print the advice data, click the Print button.The advice information is printed to the currently selected printer


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2.2.3 Linking advice data

When a new shipment of parts arrives you must link the advice data to Purchase

Control in order to update the Autoline system. You are advised of the order numberand any advice note numbers to which the shipment relates. You will need these

numbers in order to link the data.

During the process to link the data to Purchase Control the system automatically

produces an exception report to help you identify and correct any errors, such as

supersessions, on your system. The system also asks if you want to update the

records in Purchase Control or not. If you choose not to update the records you can

correct any errors before you carry out the update. If you choose to update the

records you must correct any errors manually in Purchase Control afterwards.


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2.2.4 To link advice data to Purchase Control

From the Advice note menu select the Advice note maintenance option.

The system prompts you to select the Purchase Control (PC) Company. Select the PC Company.

The Advice note form is displayed.

From the Advice tab select the GRN number that you want to link toPurchase Control.

A list of orders contained on the GRN is displayed.

If your advice has been split over several pallets but you have not received all

of the pallets you can book in the parts by container number. The ability to

book in parts by container number is set up within the advice note parameters.

Click the Link button.

A dialog box is displayed asking if you want to link the advice data toPurchase Control and update the records at the same time, or just link the

advice data.

Do one of the following:

Click the Update button to link the advice data to Purchase Control andupdate the purchase order records.

Click the No Update button to link the advice data to Purchase Control.Note: Depending on the way your system is set up within the Advice note

parameters (Allow no update opt), the No Update option may or may not be

available.The system processes the records and advises you if any exceptions were found, by

displaying the following message:

There were exceptions!

ClickOK.The system displays a list of parts lines on the advice note that have exceptions.

If exceptions are reported you must now do the following:

If you selected the No Update option, correct any errors on the system andthen link the data to Purchase Control using the Update option

If you selected the Update option, correct any errors manually in PurchaseControl.


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3 Aftersales menu

3.1 Data extracts

Data extracts analysing service productivity and parts stocks are required by BMW.

They are compiled within this option. Once the information is extracted to a data file,

the CCC and CSI extracts are then manually transferred back to the PC via the file

transfer routine. See Section 1.2 for the procedure on manually transferring files. For

the STOCKPRO extract, the data is automatically sent to the PC. An option to

perform the percentage calculation is offered. The file sits on the PC until it gets

uploaded via Viewdata or is overwritten. This eliminates the requirement of

manually transmitting the file it produces.

There are three types of data extract: CCC, CSI and STOCKPRO (Stock Profile).The CCC details the data for every sale and service the dealership performs. The CSI

is similar to the CCC but concentrates purely on service jobs, which allows the

Service Department to organise follow-ups after services. The STOCKPRO shows

the dealerships stocks at that point in time according to the criteria entered.


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3.1.1 To extract CCC and CSI data

Select the Data Extracts option from the Aftersales menu.

The system prompts you to select the Point of Sale (SO) Company. Selectthe SOcompany.

Click on the CCC or the CSI Extract Type. The data for these extracts isbased upon the last date run.

Select Export and this will create a data file that will appear within the Filetransfer option.

3.1.2 To extract STOCKPRO (Stock Profile) data

Select the Data Extracts option from the Aftersales menu.

Click on STOCKPRO Extract Type. The data for this extract is based uponthe Franchise Code, Re-order Categories and the inclusion of non-stocks.

The extract will default to include all franchises, a blank reorder category andinclude all non-stocks. An example of this is shown below:

Select Extract and this will automatically send the data to BMW.


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3.2 Stock management parameters

The stock management parameters are held within the Aftersales menu. They are

used to calculate the minimum and maximum stock orders and the reorder category.It is also possible to adjust various other details within this option.

The parameters screen will look similar to the one shown below:

The screen is split into two parts: Monthly average weighting and Reorder codes.

Both are explained below to assist any changes required to the parameters.

3.2.1 Monthly average weighting %

The percentage populated in each of these fields determines the average reorder level

for every individual part held within the dealership. The average demand for each

part is held on the stock record within the Stock Management module. The average

demand is used in conjunction with this percentage to give an average stock level on

which to report. The percentages must total 100%.

In our example we have 40% for current and last month, 30% for the month before

and so on adding up to 100%. However, you can populate each of the previous

months with a value should you so wish.


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3.2.2 To edit the Stock Management parameters

From the Manufacturer Systems option select the Aftersales menu.

From here select Stock management parameters and choose the correct SM(Stock Management) company.

Note: Each company will have their own parameters set up.

The grid is now available for you to edit.

3.2.3 Reorder codes

Field Description

Codes There are 10 reorder codes within the Stock managementparameters, A to I. A is the code that represents fast moving lowcost part stocks and I represents the other end of the scale i.e.slow moving and highly priced parts.

The reorder code X (obsolete) is used when the part has notrecorded a demand in over 12 months.

UnitsThe column headed units represents the number of units thatmust be sold to classify for a certain category.

Requests

The column headed requests shows the number of times the parthas been requested rather than just reordered. An example ofthis is where a bulk order for the same part is placed but maynever get placed again. The reorder level would not be accurateif this calculation was not part of the equation.

PriceDepending on what the average cost price of the part is dependson which category it will be placed. The upper and lower limitscan be altered for three different levels. You will not be able toalter the first row with the zero value in the From column or thelast row with the highest price in the To column. The purpose ofthis is to prevent any pricing gaps that could occur. However the

middle row can be altered which in turn recalculates the first andlast row of prices.

Fine tuning factorThe fine tuning factor field allows entry of a number between 0.0and 9.9. This number will be applied against the maximum andminimum levels for each stock record to adjust order quantities.

Once this grid has been completed a report within the Stock Management module can

be run which generates the minimum and maximum reorder levels to be updated on

the Stock management part record. The generation of any reports within the Stock

Management module will be under the direction of the Parts Manager.


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3.3 Convert aftersales files

When you receive notification of a new release of data, if it is a reference file it is

automatically updated into the software within Timed Operations. See Section 1 foran example of a reference file. If, for any reason the system has not received the

required reference file, it can be manually transferred (see section 1.2) and then

manually converted in this option.

For all other files, once you have processed the data through the Transfer files routine

(see Section 1.2) the next step is to convert the data from the files into the Autoline

system.

After converting the data, you can proceed to select the menu option you require.

NOTE: The conversion of Advice notes, Menu Pricing Set up and Recall Campaigns

Set up are included in separate sections.

3.3.1 Information tab

On taking the Convert aftersales files option the screen will default to the Information

tab. Click on the file name to display further information relating to each file. The

screen shown below details when the defect code file was last converted, the time, and

the user id. It also advises the latest dealer version.

This tab is used for information only on all files that have been transferred to thedealership.

Information tab can be visible in the case that

nation env. variable is blank


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3.3.2 Convert tab

For the files that need to be converted manually you will need to click on the Convert

tab and follow the procedure in section 3.3.3. This tab displays the company number

the file relates to, its description and the status of the file whilst converting.

3.3.3 To convert a file

To convert the files take the Aftersales Menu in Manufacturer Systems.

Take Convert aftersales files from this menu. The screen will automaticallydefault to the Information tab.

Select the Convert tab.

To select the file to be converted click on any of the files listed. To de-select

one re-click the file. Click on Convert.

The column headed Status will advise how much of the file has been converted and a

message will appear to advise when completed.


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3.3.4 Conversion Notification

Up to two users can be notified by e-mail when an aftersales file has been converted.

This facility is available on the Information tab. Right click on the relevant file andthe Conversion Notification screen will be displayed.

A list of the system users is made available on the drop down facility. You can select

up to two users to be e-mailed notification that a file has been converted. Each filecan be set up for notification purposes.

You will be asked if you want to save the changes before quitting. E-mail

notifications can be amended at any time.

MENU BAR OPTION

TOOLS: Check for latest versions:

This will compare the latest version at BMW to the dealer version and advise of any

differences.


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3.4 Update stock file

The price file update is regarded as a system reference file, therefore this file will be

automatically transferred and converted in Timed Operations which takes place in theend of day procedure.

Should this not perform for any reason you must firstly transfer the file manually (see

Section 1) and secondly convert the file (see Section 3.3.3).

It is recommended that you run the BPU report at this stage before the update is

commenced. This report is located in the Stock Management module, Reports and

Enquiries.

After running the BPU report, the Update stock file option must be run manually.

The Update stock from price file screen is shown below:

3.4.1 To update the stock file

Take the option Update stock file from the Aftersales menu.

The system prompts you to select the Stock Management (SM) Company.Select the SMCompany.

Now select Update.

Once completed, this will populate the fields on the screen with the data found.


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3.5 EPC daemon controller

To enable the EPC application to interface smoothly with Autoline an EPC daemon

has been introduced.

The EPC daemon may need to be stopped and started at some point during the daily

routine, for example after a reboot of the system the daemons will need to berestarted.

If the EPC is not functioning correctly it may be that the EPC daemon needs to be

started.

The daemon controller status is shown at the bottom of the screen.


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3.5.1 EPC within Point of Sale

A facility has been created within Point of Sale that interfaces the data found on the

EPC application to the WIP within the Autoline system.

3.5.2 BMW EPC Interface form

The part numbers and descriptions will be completed from the EPC once the data has

been pulled through.

3.5.3 To create a WIP using the EPC facility

Create a WIP in the normal way within the Point of Sale module.

After selecting a customer, select Links from the Menu bar.

Click on EPC and select B or C from the list of available price file franchises.The BMW EPC Interface form is displayed.

Select Generate and enter the chassis number if known.The interface will generate an EPC reference number that must be used on the

EPC application.

Switch application to EPC.

Enter the appropriate data onto the EPC application in the normal way and usethe reference number given.

Switch application to Kclient.

Click on the EPC button once again and click on the dropdown field of EPCInput.

Select the reference number required. Click on Load to Wip that has nowbecome available for you to select.

This will load all of the EPC data onto the WIP from which you can select the

parts required and you can continue to action the WIP as normal.


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4 Campaigns menu

For new campaigns BMW supplies a file to dealers that details the specific campaigns

and a list of the vehicles affected.

This data file is electronically sent to each dealer and converted into real data within

the Campaign Set up option.

4.1 Set-up

Before you can access the campaign data in Point of Sale you must ensure that the

Autoline system is set up correctly in Manufacturer Systems as shown in Section 4.2.


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4.2 Recalls Campaign Set-up

Each time you receive a new release of campaign data from BMW, and before you

can access the campaign data, you must transfer and convert the data file in Autoline.

An example of the Recalls campaign set-up is shown below:

TOOL BAR OPTIONS

: Returns you to the Recall campaigns menu.

: Allows the amendment of the system parameters.

: Displays help on the current application using the default browser.


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4.2.1 Before using the campaigns facility

The Recall campaigns file will be automatically received into the system using the

Timed Operations procedure that takes place at the end of each day.

Should the end of day not run, or there are problems receiving the file automatically,

the File transfer option must be taken manually, to enable the appropriate data file to

be transferred onto Autoline (see Section 1.2).

Once this procedure has been completed you are able to convert the data.

4.2.2 To manually convert files

From the Campaigns menu select the Recalls campaign set-up option andchoose the correct Point of Sale (SO) Company.

Click the Convert button.The system starts to convert the files. A percentage bar is displayed

throughout and will advise once completed.

ClickOK.


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4.3 Campaigns in Manufacturer Systems

The Recall Campaign maintenance form allows you to view, modify or delete any

labour, parts, menus or vehicles allocated to the campaign. This form is displayedwhen you click the Campaigns option from the Campaigns menu.

An example of this form is shown below:

TOOL BAR OPTIONS

: Returns you to the Campaigns menu.: Allows the creation of a new campaign.

: Provides a screen allowing the operator to search for campaigns.

: Clears the screen of the current campaign.

: Allows the deletion of a campaign.



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The following detail can be entered on the first screen if it is known:

Field Description

Campaign codeBMWs campaign number.

Use [] on the Campaign code to filter a selection by chassis number or registration

number if known.

4.3.1 The Header tab

General

Fields DescriptionText

A description of the campaign.Severity

A code that denotes the severity of the recall.Status The status of the campaign:

C: CompletedL: LoadedO: Outstanding

Document refIf BMW supplies a campaign document that gives additional

information about the campaigns, this field holds the referencenumber of the campaign document.

Selling dealerThe dealer that sold the vehicle.

LanguageThe country code.

Dates

Fields Description

Start date

The start date of the campaign.Expiry date

The date by which you must complete the campaign work.Warranty

Expiry date The warranty expiry date of the vehicle.


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4.3.2 The Labour tab

Note: If BMW does not supply labour details for campaigns, you can manually add

labour to a campaign within this tab if required.

Fields Description

RTS codeThe Repair Time Schedule code.

Note: If there is no labour allocated to a campaign, the systemautomatically uses the standard RTS code for recall or campaign work(normally RECALL).

AllowedThe time allowed for completing the work.

Documentreference The reference number of BMWs campaign document.

Additional textAny additional comments about the operation.

4.3.3 The Parts tab

Note: If BMW does not supply parts details for campaigns, you can manually add

parts to a campaign within this tab if required.

FieldsDescription

Part numberBMWs part number.

QuantityThe parts quantity.


Additional textAny additional comments about the part.


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4.3.4 The Menus tab

Fields Description

Menu codeThe menu code.


Additional textAny additional comments about the menu.

4.3.5 The Vehicles tab

Fields Description

ChassisThe chassis (VIN) held in the marketing vehicle record.

Reg. numberThe vehicle registration number.

StatusThe status of the campaign work.

I: In ProgressC: CompletedO: Outstanding

CompanyThe company number.

WIP No.The WIP number related to the campaign.

DateThe date of the campaign.

Filter: Within the Filter group box specify the criteria against which you want to

carry out the search and click the Find button.

If there are any records that match the specified criteria the results of the search are

displayed.


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4.4 Campaign Maintenance on the Labour tab

4.4.1 To add an operation to a campaign

From the Campaigns menu select the Campaignsoption.

The system prompts you to select the Point of Sale (SO) Company.Select the SOcompany.

The Recall Campaign maintenance form is displayed.

Enter the Campaign code.The details of the campaign are defaulted into the form.

If you do not know the campaign code click the Ellipse button [...] to search

for a campaign by chassis or registration number.

Select the Labour tab.

Within the grid right click the mouse button.The system displays a pop-up menu.

Select the Add option.The Item maintenance form is displayed.

Enter an RTS code, allowed units, document reference and any additional textthat you want to display against the operation.

If you do not know the RTS code click the Ellipse button [...] to search for a

valid code.

Click the Create button.The operation is added to the campaign.

4.4.2 To amend an operation to a campaign

From the Campaigns menu select the Campaignsoption.The Recall Campaign maintenance form is displayed.



Position the cursor over the operation that you want to amend and right clickthe mouse button.

The system displays a pop-up menu. Select the Amend option.

The Item maintenance form is displayed.

Amend the RTS code, allowed time, document reference or additional text as

necessary.

Click the Save button.The system saves the changes to the campaign.


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4.4.3 To delete an operation from a campaign

From the Campaigns menu select the Campaignsoption.

The Recall Campaign maintenance form is displayed. Enter the Campaign code.

The details of the campaign are defaulted into the form.


Position the cursor over the operation that you want to delete and right clickthe mouse button.

The system displays a pop-up menu.

Select the Delete option.The Item maintenance form is displayed.

Click the Delete button.

The system removes the operation from the campaign.


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4.5 Campaign Maintenance on the Parts tab

4.5.1 To add a part to a Campaign

From the Campaigns menu select the Campaigns option.




If you do not know the campaign code, click the Ellipse button [...] to search


Select the Parts tab.

Within the grid, right click the mouse button.The system displays a pop-up menu.


Enter a part number, quantity, document reference and any additional text thatyou want to display against the part.

If you do not know the part number, click the Ellipse button [...] to search for

a part on the price file.

Click the Create button.The part is added to the campaign.

4.5.2 To amend a part on a Campaign

From the Campaigns menu select the Campaigns option.The Recall Campaign maintenance form is displayed.



Position the cursor over the part that you want to amend and right click themouse button.



Amend the part number, quantity, document reference and any additional textas necessary.

Click the Save button.The system saves the changes to the campaign


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4.5.3 To delete a part from a Campaign





Position the cursor over the part that you want to delete and right click themouse button.




The system removes the part from the campaign.


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4.6 Campaign Maintenance on the Menus tab

4.6.1 To add a menu to a campaign





If you do not know the campaign code, click the Ellipse button [...] to search


Select the Menus tab.

Within the grid, right click the mouse button.The system displays a pop-up menu.


Enter the menu code, document reference and any additional text that youwant to display against the menu.

If you do not know the menu code, click the Ellipse button [...] to search for a

valid code.

Click the Create button.The menu is added to the campaign.

4.6.2 To amend a menu on a campaign




Position the cursor over the menu that you want to amend and right click themouse button.



Amend the menu code, document reference or additional text as necessary.



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4.6.3 To delete a menu from a campaign





Position the cursor over the menu that you want to delete and right click themouse button.




The system removes the menu from the campaign.


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4.7 Campaign Maintenance on the Vehicles tab

4.7.1 To add a vehicle to a campaign





Select the Vehicles tab.A list of vehicles relating to the campaign is displayed.

Within the grid, right click the mouse button.

The system displays a pop-up menu. Select the Add option.


Enter the chassis number, Registration number and status that you want todisplay against the menu.

If you do not know the status, click the Ellipse button [...] to search for a valid

code.

Click the Create button.The vehicle is added to the campaign.

4.7.2 To amend a vehicle on a campaign




Position the cursor over the vehicle that you want to amend and right click themouse button.



Amend the chassis number, registration number and status as necessary.



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4.7.3 To delete a vehicle from a campaign





Position the cursor over the vehicle that you want to delete and right click themouse button.



Click the Delete button.The system removes the vehicle from the campaign.

4.7.4 To filter a vehicle in campaign maintenance

Select the Filter push button and specify the criteria against which you wantto carry out the search.

Click the OK button.

If there are any records that match the specified criteria the results of the search are

displayed.

4.7.5 Labour item maintenance form


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4.7.6 Parts item maintenance form

4.7.7 Menu item maintenance form

4.7.8 Vehicle item maintenance form


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4.8 Point-of-Sale Introduction

To enable dealers to comply with the repairs of recalled vehicles within Point of Sale,

BMW supplies a data file that holds all of the parts, labour and menu requirementsnecessary to fulfil a campaign, accompanied with a list of affected vehicles.

An interface has been added to Service Point-of-Sale (POS) that allows the operator

to view or load a campaign when searching for a vehicle within POS. The interface

has been added to allow the operator to specify the status of a campaign when the

work is invoiced, thus providing a way of identifying any outstanding campaign work

against a vehicle.

4.9 Loading a Campaign in POS

When you search for a vehicle in POS the system advises you of any outstanding

campaign work, allowing you to view the campaign details or load the campaign onto

the WIP.

Note: If BMW does not supply any labour or parts details against a campaign you can

add labour and parts to a campaign within the Manufacturer Systems option (see

Sections 4.4 and 4.5 if required).


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4.10 Campaigns form

4.11 View campaign details form


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4.12 Recalls In Progress form


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4.12.1 To view or load a campaign

From the POS WIP click the Ellipse button [...] within the Customer field.

The Customer Word Search dialog box is displayed. Enter the Registration Number and clickOK.

The Customer Search form is displayed.

Select the vehicle and clickOK.The Casefile is displayed.

Click the Continue button.

The system checks (against the last four numbers of the chassis number) to see if

there is an outstanding recall for the vehicle.

If there are outstanding recalls the system displays the Campaigns form. See Section

4.10.If there are any in progress campaigns on the vehicle, the Recalls In Progress form is

displayed. See Section 4.12.

If there are no outstanding recalls normal Point-of-Sale operation resumes.

To view a campaign select the campaign and click the View button.The View Campaign Details form is displayed. See Section 4.11.

To select a campaign to load onto the WIP position the cursor in the Load

field and single-click the left mouse button.

To load the selected campaign onto the WIP, click the Load button.

The system loads the campaign onto the WIP.If you do not want to load the campaign at this stage, click the Ignore button.

If there are any In Progress campaigns the screen will default this informationautomatically on selecting a vehicle with a campaign. To check the vehicle

further for any campaigns that are in progress, click the In Progress button.

The Recalls in Progress form is displayed. Click on OK to return to the

Campaigns form.


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4.13 Invoicing a Campaign in POS

When you invoice campaign work the system prompts you to indicate the current

status of the work.

4.13.1 To invoice a campaign

From the POS WIP select File then Action from the menu bar.The Action form is displayed.

Within the Invoice group box click the Print button.

Enter the Service Code and the current mileage and select OK.The Campaign status form is displayed. See Section 4.13.2.

For each campaign item specify one of the following statuses:In Progress

Completed

Deleted

To select a status, position the cursor over the campaign item and left-click the

mouse button to display a pop-up menu.

Once status has been selected clickOK.The system updates the status file.


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4.13.2 Campaign status form in POS

The Campaign status form is displayed when you invoice campaign work in Service

Point-of-Sale. Within this form you must specify the current status for each campaign

item that you are invoicing.

Field Description

Campaign number BMWs campaign number.

SequenceA number that gives the campaign a unique identifier.

DescriptionA description of the campaign.

StatusThe current status of the campaign item.

Select one of the following three statuses:

In Progress: The campaign work is still in progress.Completed: The campaign work is complete.

Deleted: You are not carrying out the campaign work at this stage. Thenext time you load the vehicle in POS, the campaign work will bedisplayed.

Tip: To select the current status position the cursor over the campaignitem and left-click the mouse button to display a pop-up menu.


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5 Menu Pricing menu

5.1 Menu Pricing Set-up

In order to use menu pricing data in POS, you must ensure that the Autoline software

is set up correctly and that data is transferred and converted ready for use. On set-up,

these procedures are normally carried out by, or on advice from, a consultant.

Subsequent data conversions are carried out by the dealership.

5.1.1 Service menu pricing set-up form

This form contains all the options that you need to maintain menu pricing.

The menu pricing set-up screen is shown below:

TOOL BAR OPTIONS

: Returns you to the Menu pricing maintenance menu.

: Allows you to access and maintain the menu pricing parameters that relate to the

upload and conversion of data, and POS functionality.



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5.1.2 The Data tab

From the Data tab of the Menu Pricing Set-up form you can convert the menu pricing

data to the required format.

The system will automatically load any menu pricing reference files in theTimed Operations procedure that takes place at the end of each day. Should

this fail for any reason you must transfer the file manually using the File

transfer option (see Section 1.2).

Once this procedure has been completed (if done manually), the operator cantake the option to convert the data within the Menu pricing Set-up option on

the Menu pricing menu.

Click on Start to convert the data.

Note: When you have converted the data you must identify which part numbers/RTS

codes your dealership uses for fluids.


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5.1.3 The Fluid Mapping tab

Each time you convert a new release of data on the Autoline system you must identify

which part numbers/RTS codes your dealership uses for fluids. The Fluid mapping tabof the Menu Pricing Set-up form is displayed immediately after you have converted

the data to remind you of this.

Fluid mapping fields Description

Fluid codeThe part number recommended by BMW.

Description

A description of the fluid.Part number/ RTScode The part number or RTS code that your dealership uses for the

fluid.Factor

The unit of sale of the part.Retail

The retail price of the RTS code.Cost

The cost price of the RTS code.


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5.1.4 Fluid code mapping form

The Fluid code mapping form is displayed when you right click an item on the Fluid

mapping tab.

Within this form there are 3 searches available to help you update the mapping details

for a specific fluid code.

Stock file: Searches the stock file.

Price file: Searches the price file.

RTS code: Searches the standard RTS code file.

Field Description

Part number/RTS codeEnter the part number/RTS code appropriate to the dealership.RTS codes are used in some cases due to the variety of partnumbers that may fall into a particular category, e.g. OIL. If youuse an RTS code, you must also enter the retail and cost price.

Fluid issued inIf you have entered a part number, you must also specify the unit

of sale, e.g. if you sell oil in 10ths of a litre, the factor is 10. If yousell it in litres, the factor is 2. Factor numbers entered here willnot be overwritten by a new update.

Tip: A drop-down menu is available to help you identify the correctfactor.

RetailIf you have used an RTS code, you must also enter the retailprice.

CostIf you have used an RTS code, you must also enter the cost price.

Note: It is important that you enter the cost price in order for thesoftware to calculate the profit correctly.


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5.1.5 To edit fluid part mapping

From the Manufacturer Systems option select the Menu pricing menuoption.

The Menu pricing menu is displayed. Select the Menu Pricing Set-up option.

The Service Menu Pricing Set-up form is displayed.

Select the Fluid mapping tab.

Select the fluid codes that you want to map to part numbers or RTS codes thatyou use in the dealership by right clicking the fluid code.

The Fluid code mapping form is displayed.

Amend, create or delete the fluid part mapping and click the OK button toupdate the mapping.

You are returned to the Fluid mapping tab.


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5.1.6 The Job Group Defaults tab

The menu pricing software allows you to specify the level of skill required to carry

out work. A group code entered here overrides the load group entered in the menupricing parameters.

Job default fields Description

Group codeThe Workshop Loading group code.

DescriptionA description of the operation.

Load Group

Enter the default Workshop Loading group for the operation.

Tip: A list of valid workshop loading groups is available from the drop-downmenu.

Labour type codeEnter the default labour rate code for the operation. The system willuse the labour rate code entered here if there is no labour rate codeset up for the sales ledger account.

Tip: A list of valid labour type codes is available from the drop-down menu.

Service codeEnter the default POS service code for the operation.

Tip: A list of valid service codes is available from the drop-down menu.


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5.1.10 Preferred part mapping form

The Preferred Part Mapping form is displayed when you right click an item on the

Preferred parts tab.

Within this form 2 searches are available that help you to map a part recommended by

BMW to a preferred part.

Stock file: Searches for a part on the stock file.

Price file: Searches for a part on the price file.

Field Description

Original part numberThe part number recommended by BMW.

Note: The original part number must exist on the price file.

Dealer preferred partThe dealer preferred part number.


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5.1.11 To edit preferred parts

From the Manufacturer System option select the Menu pricing menu option.

The Menu pricing menu is displayed. Select the Menu Pricing Set-up option.

The Service Menu Pricing Set-up form is displayed.

Select the Preferred parts tab.

Click the Amend, Create or Delete button.The Preferred Part Mapping form is displayed.

In Original Part Number, enter the part number recommended by BMW.Click the Ellipse button [...] to search for a part.

In Dealer preferred part, enter the part number that you prefer to use.Click the Ellipse button [...] to search for a part from the stock file or the price

file. Click the Save,Create or Delete button.

The mapping is created.


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Fields Description

Data version numberThe version number of the menu pricing data.

Issued on

The date that the menu pricing was released by BMW.Free textAny additional text to be added.

TaskThe steps taken each time a menu pricing update is issued.

WhoThe ID of the person that converted the data.

TimeA record of the time the data was converted.

DateA record of the date the data was converted.

Last conversion

message Any messages from the last conversion.Lock menu pricing

These options are used to control access to menu pricing withinPOS. For example, you must deny access to users when youconvert a new release of data. When you lock the software amessage is displayed in POS indicating the name of the personperforming the data conversion.

Locked byThe software is normally locked during a data conversion. Thisfield displays the User ID of the person who has locked thesoftware.

5.1.13 To view the status of current data or lock the software

From the Manufacturer Systems option select the Menu pricing menu option.The Menu pricing menu is displayed.

Select the Menu Pricing Set-up option.The Service Menu Pricing Set-up form is displayed.

Select the Status tab.The status of the menu pricing data is displayed.

If you want to lock the software in order to perform a data conversion, click

the Lock menu pricing field.The system denies POS users access to menu pricing data until you deselect

the Lock menu pricing field.


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5.2.3 Negotiation tab

From the Negotiation tab you can maintain the parameters that relate to Point-of-Sale

functionality.

The negotiation flags identify settings that allow you to customise some of thefunctionality of the menu pricing software. Following is a description of each of the

Negotiation flags and how they affect POS functionality:

Tip: To toggle a flag on or off, double-click the left mouse button against a selected

item.


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Allow fixed price loading: This allows you to load the menu and treat it as a single

fixed price item.

Allow itemised loading: This allows you to load the menu and have the prices

itemised.

Disable error messages: Disables unknown parts and unknown discount error

messages.Display picture of vehicle in POS: Relates to Graphical User Interface (GUI)

systems only. Displays a picture of a car in Point-of-Sale.

Display promotional prices on entry: Displays promotional price on loading a

menu.

Ignore MS default labour rate code: Uses the labour rate found in the RTS file

rather than the labour rate entered in these parameters. If this isn't available, then it

will use the rate code set up on the default labour template (POS initial templates).

Ignore SL labour discounts: If you select this flag, the system ignores the labour

discounts set up in the sales ledger record and uses the discounts entered in the menu

pricing parameters.

Ignore SL labour rates: If you select this flag, the system ignores the labour rates setup in the sales ledger record and uses the labour type code entered in the menu pricing

parameters.

Ignore SL parts discounts: If you select this flag, the system ignores the parts

discounts.

Note: The next four flags, relate to the four groups of figures displayed on the Product

line of the Service Menu Pricing Negotiation form in a POS WIP. These figures are

provided for dealer information only. If any one of the flags is not selected in the

default parameters, the value is displayed in POS as zeroes.

Show cost price: Displays cost price on the Product line of the Service Menu Pricing

Negotiation form in a POS WIP.

Show cost values as they change: Displays profit values as they change on the

Product line of the Service Menu Pricing Negotiation form.

Show minimum selling price: Displays minimum selling price on the Product line of

the Service Menu Pricing Negotiation form in a POS WIP.

Show profit: Displays retail minus cost on the Product line of the Service Menu

Pricing Negotiation form in a POS WIP.

Show profit percentage: Displays profit percentage on the Product line of the

Service Menu Pricing Negotiation form in a POS WIP.

Toggle linked jobs on as default: Automatically toggles linked jobs on. This is NOT

used by BMW.

Use stock special sale prices: Uses special sale prices for each part number held onStock Management (SM) record. This parameter checks for these special prices and

will use them if the current date falls between those start and end dates specified in

SM.

Load type

Fixed: If you select the Fixed option, the system selects the Fixed load option as the

default load type in POS.

Itemised: If you select the Itemised option, the system selects the Itemised load

option as the default load type in POS.

No default: If you select the No default option, the user must manually select eitherthe Fixed load or Itemised load option as the load type in POS.


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5.2.4 Discounting tab

The discounting parameters are shown below.

Minimum selling price based on: You must specify whether the system should

calculate the minimum selling price from discount limits entered in the parts/labour

fields or the menu fields of the Priority table.Priority: These fields allow you to specify, by user priority, the maximum discount

that a user can apply within POS against a fixed price menu. The system will compare

the discounts entered in the menu pricing parameters against the ones entered in the

SL account record, and use the highest discount rate. To access one of these fields,

position the cursor over the field and double-click the left mouse button.

Minimum profit margin: Sets the allowed minimum profit margin percentage. See

the following example in which the minimum profit margin is set at 20%.


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JOB: Minimum profit margin @ 20%

COST:

Part 12345 x 2 @ 23.90 47.80

Labour 0.80 @ 10.00 8.00

Nett 55.80

VAT @ 17.5% 9.77

Total 65.57

RETAIL:

Part 12345 x 2 @ 39.75 79.50

Labour 0.80 @ 32.00 25.60

Nett 105.10VAT @ 17.5% 18.39

Total 123.49

CALCULATION:105.10 nett (retail)- 55.80 (cost) = 49.30 (profit)

49.30 x 20% = 9.86

Minimum Selling Price =

55.80 (cost) + 9.86 = 65.66


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5.2.5 Point of sale tab

The Point of sale parameters are shown below.

Load style

Items only: Loads items only.Items and menucode: Loads items and menus

Load settings

Load parts at memo status: Tick this box to load parts at Memo status. This

overrides the POS parameter (Status if stock) that determines the part status when

loaded onto a WIP.


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5.2.6 Enquiry logging tab

This is NOT currently in use.

5.2.7 To access the menu pricing parameters

From the Manufacturer Systems option select the Menu pricing menu option.The Menu pricing menu is displayed.

Select the Menu Pricing Set-up option.The Service Menu Pricing Set-up form is displayed.

Click the button or select Settings, Parameters from the Menu bar.The Menu Pricing Parameters Form is displayed.

Click on Save if the parameters have been amended.

5.3 Point of sale selection fields

This is NOT currently in use.


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5.4 Menu Pricing Maintenance

Note: The facilities to maintain menus are only available if BMW allows you to do

so.The menu pricing software allows you to create and maintain your own menus.

5.4.1 Menu pricing maintenance form

The Menu Pricing Maintenance Form is displayed when you select the Menu pricing

maintenance option. From this form you can maintain standard and dealer-specific

menus.

The menu pricing maintenance form appears as follows:


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