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02. Quote/Job Defaults

Step 2 is to configure the default labour rates, Markup percentage, etc. Click on the relevant button and the following screen will be displayed.

 

Please Note that the following sections are only available in the Professional version of Veculim:

  • Gross Profit Target
  • Default Towing Origin
 

Quote and Job Settings

Labour Rates These are the default values the system will use for labour rates for each new quote. Each value may still be changed by the user when creating a new quote. These are not fixed values but merely act as a guideline in the absence of any determined value. You can also set default labour rates for each insurance company which will override these default labour rates values when creating a new quote for that insurance company. You also have the option to not show Zero Values on the Quote by ticking the box. If you check this option, then where R0.00 would normally be printed, the area will instead be blank.

 

Markups   

                            

Here is where you can enter the Parts Markup, Paint Markup and Paint Material Cost (as percentage). These are overrideable for each insurance (as with the Labour Rates).

 

Sundries

                                                            

This is where you can set the default Sundries percentage, maximum amount allowed for sundries and also the Consumables percentage. These are overrideable for each insurance (as with the Labour Rates and Markup).  

 

Printout Text

Printout Text The Printout Text section has been split into different sections of documents you are able to change/customize.

Quote:

In this window you will be able to enter a disclaimer Text for the Quotation document and also Certification.

                                                        

 

 

        

                                      

 

Print/Email Setting

Complete the options for Printing and Emailing. This includes documentation printouts and emailing of documents different options.

                                                             

Workshop

The number of work bays can also be configured in this window and will allow the system to indicate the workshop capacity and the extent of availability.

                                                        

Towing

The Default Towing Origin can be specified in this section and will be used when creating a tow in record. This is useful if your tow-ins generally originate from the same location (like a contracted yard for storage).

You can choose to add a Quote request when creating the Tow-In record.

The option is there to choose whether you are making use of your own tow-in vehicles or not.

                                                          

 

SMSing

This window is for you to setup a default SMS option for clients used when creating a quote.

                                                     

Other Quote Settings  

This window gives you a few options of things to alter as defaults and settings regarding Quotations.   

                                                      

 

Job Settings

This window allows you different options around the settings of the Jobcards. These will be discussed with you during setup if it is done by a Veculim employee.

Jobcard:

                                                           

 

Other:   

                                                        

Note: When exporting to a paint system, make sure that that location is shared and use the server's UNC name for the directory location so that all the workstations can update the paint system.

Invoice Settings

                                                       

- Invoice Guarantee (This can be any guarantee on your invoices or nothing)

- Default Quote fee (Quote Fee charged, if nothing this can be made R0)

- Split the Panel Beating and Strip and Assemble on the invoice.

 

Program Behavior

                                                     

Purchasing

 This gives you the option to receive orders that were cancelled but might still have been delivered by the Supplier.

Also gives the option to make an expected Order/RFC date a requirement 

Send an Email internally if the expected ETA date is set for an Order or RFC.

Capture Unordered Supplier invoices on a PCR sheet (Ex: Telkom, Aircon etc for business use)

                                                    

CSI Export

                                                  

Here you are able to specify whether you require CSI. If required, please specify the following:

  • CSI Status: Select the appropriate radio button to indicate which CSI format is to be used.
  • Effective date: Specify from which date the CSI is effective from.
  • Email address: Specify the email address to which the CSI report is to be sent.
  • Contact Person: Specify the name of the Contact Person to whom the CSI report is to be sent.
 

Settings Changes

When any of the settings on the Veculim program is changed, it will show details here along with who made the changes and when.

                                                

Update History

This is to indicate which version of Veculim is running and when it was updated.

                                                     

Once the Quote/Job Defaults have been configured, please tick the check box on the right of the Quote Default button and move on to the next step.  

 

03. Accounting Year
Updated by Geoff Thomson on 21 JUN 2021
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