Estimating – The Shop Rates Tab

Use the Shop Rates tab to configure rate schedules for your shop.

Note: You must have at least one set of shop rates in order to create a New Opportunity.

ClosedTo set up your shop rates

  1. Click More , then Configuration . Select the Estimating tab, and then the Shop Rates tab.
  2. The rate selection box (next to the Update button) automatically defaults to NEW. You will create a name for the Rate Set later, in step 6.
  3. To change a rate in the General area, double-click the line to edit or enter information. Not all fields within the General area can be edited.
  1. To change a rate in the other three areas (Services, Parts, or Labor), highlight the rate you want to change and right-click. Select Enter Multiple Rates.
    Note: In Services, you must set a Maximum or all sale amounts will be restricted to zero.The Multiple Settings dialog box appears. Enter the desired changes, and then click OK.
  2. When you are finished updating the rates, click Update.
  3. You are asked for a Rate Set Name. Enter the name for the Rate Set, and then click OK.
  4. You can repeat this process, selecting NEW each time to start, to make as many Rate Sets as needed.
  5. If you have created several Rate Sets, select one Rate Set to be your Default:
  1. Click in the rate selection field (see image in step 2) and select the desired Rate Set from the list.
  2. Select the Default? check box.
  3. Click Update.

You can apply any Shop -created Rate Set to any existing estimate or RO. This Rate Set will only apply to non-estimate lines for profit centers that are not on the original estimate.

ClosedTo apply a Shop Rate Set to an existing RO

  1. On the Whiteboard, double-click an RO to open it. Click the Repair Lines tab.
  2. Select the appropriate Rate Set from the drop-down list.
  3. On the confirmation message that appears, click Yes. The selected Rate is applied to profit centers that are not associated with the estimate of record.
  4. Click Yes to complete the procedure.

Rates Applied to Estimate and Non-Estimate Lines

Some Repair Orders may contain lines from the estimating system as well as internally-created lines. When calculating the rates for these ROs, the rates from the estimating lines are applied to non-estimate lines that have the same labor type.

A column labeled Estimate? is available on all grids (General, Parts, Labor, and Services) on the Rates tab (Repair > Rates) on a repair order. This column helps identity the origin of each profit center rate and taxable settings.

The values on the Estimate? column include:

  • Y: The rate and taxable settings for the item was derived from the Estimate Profile.

  • N: The rate and taxable settings for the item was derived from the Default Shop Rate Profile.

Note: It is recommended to keep both the Estimate and Shop Rate Profile in sync.

See Also

Whiteboard - Overview

Convert an Opportunity into a Repair Order