Often when it comes to the Costing side of things there has been quite a few things that had to be done before getting to the costing and invoicing. If the process in Veculim was not followed, or not followed correctly, the costing could be daunting but not to worry that is why this page is there to assist.
PLUS clients
Correct process to be followed on Veculim:
1. PDF from Audatex/Outsurance/Netassess gets imported into Veculim, Job gets created. (Somewhere around this time after the vehicle has been stripped, additionals if required, are added onto the Audatex or respective system)
2. Updated PDF from Audatex/Outsurance/NetAssess is re-imported with additionals and/or savings into Veculim. Parts ordered if the ordering system is enabled.
3. After all of that has been done, Job is marked as completed.
4.The first thing to do after Job completion, is to check if the parts markup is correct, and to check the parts supplied prices. If these need to be changed you can use the Edit Pricing Details on the UpdateJobcard window to make the required changes. If there should be any additionals/savings that were not added previously they can be added on the Jobcard also.
5. View Job Totals on the Jobs-In-Progress window to check if the Totals match up to your original/updated PDF.
6. Then create the Excel Costing. This Excel Costing (in most cases) is then sent to the Insurer for approval.
7. Then once approval is received from Insurer, Invoice the Job.
Tips on what to do to get the Costing to balance with your PDF:
- Once the Job has been completed, under normal circumstances, all the Extras and Savings for the Job would have been added already
(EX: When they strip the vehicle they can't repair an item, it will need to be replaced. The SAVING and extra will be on the Jobcard already at costing stage)
- If there are some prices on the Parts that look incorrect, check whether all the parts Markups are correct and add the landed prices for the parts. (Make use of the Edit Pricing Details on the UpdateJobcard window)
- On the Jobs-In-Progress window, take a look at the Job Totals tab to see if it is correct. Then go to the Insurance and Debtor tab to check the Sundries is correct.
- If there is no difference, proceed to do the Excel Costing
- If there are differences, Go through the lines with your new PDF and check where the difference is coming in. If it is Labour, this can be corrected or changed on the Jobs in progress window.
- You will have to see where the difference is coming in and what to fix.
- If there is still a difference after you have checked all of the above, Please call us for support. (Help)
PRO clients
Correct process to be followed on Veculim:
1. PDF from Audatex/Outsurance/Netassess gets imported into Veculim, Job gets created. (Somewhere around this time after the vehicle has been stripped, additionals if required, are added onto the Audatex or respective system)
2. Updated PDF from Audatex/Outsurance/NetAssess is re-imported with additionals and/or savings into Veculim. Parts ordered and GRVd @ landed price.
3. After all of that has been done, Job is marked as completed.
4.The first thing to do after Job completion, is to Do an Internal Costing on Veculim. (Check everything from Markup, Parts supplied prices and if there should be any additionals/savings that were not added previously.)
5. If the Internal Costing (to do with Parts) has been completed, view Job Totals on the Jobs-In-Progress window to check if the Totals match up to your original/updated PDF.
6. Then create the Excel Costing. This Excel Costing (in most cases) is then sent to the Insurer for approval.
7. Then once approval is received from Insurer, Invoice the Job.
Tips on what to do to get the Costing to balance with your PDF:
It is best to handle each Costing as a separate scenario but I will do my best to give you guidelines for the Costing procedure.
- Once the Job has been completed, under normal circumstances all the Extras and Savings for the Job would have been added already
(EX: When they strip the vehicle they can't repair an item, it will need to be replaced. The SAVING and extra will be on the Jobcard already at costing stage)
- 1st step after completion would be to go to the Internal Costing window. Make sure to add all the Price adjustments to the parts (HLP/LLP) These will be listed according to the GRV information already captured.
- If there are some prices on the Parts that look incorrect, check whether all the parts Markups are correct. (Make use of the Edit Pricing Details)
- Then close the Internal Costing window and go back to the Jobs in progress window. Open your Job to change.
- Take a look at the Job Totals tab to see if it is correct. Then go to the Insurance and Debtor tab to check the Sundries is correct.
- If there is no difference, proceed to do the Excel Costing
- If there are differences, Go through the lines with your new PDF and check where the difference is coming in. If it is Labour, this can be corrected or changed on the Jobs in progress window. If it is parts, navigate back to the internal costing window to make changes or corrections on that window.
- You will have to see where the difference is coming in and what to fix.
- If there is still a difference after you have checked all of the above, Please call us for support. (Help)
Balancing your Costing
Often when it comes to the Costing side of things there has been quite a few things that had to be done before getting to the costing and invoicing. If the process in Veculim was not followed, or not followed correctly, the costing could be daunting but not to worry that is why this page is there to assist.
PLUS clients
Correct process to be followed on Veculim:
1. PDF from Audatex/Outsurance/Netassess gets imported into Veculim, Job gets created. (Somewhere around this time after the vehicle has been stripped, additionals if required, are added onto the Audatex or respective system)
2. Updated PDF from Audatex/Outsurance/NetAssess is re-imported with additionals and/or savings into Veculim. Parts ordered if the ordering system is enabled.
3. After all of that has been done, Job is marked as completed.
4.The first thing to do after Job completion, is to check if the parts markup is correct, and to check the parts supplied prices. If these need to be changed you can use the Edit Pricing Details on the UpdateJobcard window to make the required changes. If there should be any additionals/savings that were not added previously they can be added on the Jobcard also.
5. View Job Totals on the Jobs-In-Progress window to check if the Totals match up to your original/updated PDF.
6. Then create the Excel Costing. This Excel Costing (in most cases) is then sent to the Insurer for approval.
7. Then once approval is received from Insurer, Invoice the Job.
Tips on what to do to get the Costing to balance with your PDF:
- Once the Job has been completed, under normal circumstances, all the Extras and Savings for the Job would have been added already
(EX: When they strip the vehicle they can't repair an item, it will need to be replaced. The SAVING and extra will be on the Jobcard already at costing stage)
- If there are some prices on the Parts that look incorrect, check whether all the parts Markups are correct and add the landed prices for the parts. (Make use of the Edit Pricing Details on the UpdateJobcard window)
- On the Jobs-In-Progress window, take a look at the Job Totals tab to see if it is correct. Then go to the Insurance and Debtor tab to check the Sundries is correct.
- If there is no difference, proceed to do the Excel Costing
- If there are differences, Go through the lines with your new PDF and check where the difference is coming in. If it is Labour, this can be corrected or changed on the Jobs in progress window.
- You will have to see where the difference is coming in and what to fix.
- If there is still a difference after you have checked all of the above, Please call us for support. (Help)
PRO clients
Correct process to be followed on Veculim:
1. PDF from Audatex/Outsurance/Netassess gets imported into Veculim, Job gets created. (Somewhere around this time after the vehicle has been stripped, additionals if required, are added onto the Audatex or respective system)
2. Updated PDF from Audatex/Outsurance/NetAssess is re-imported with additionals and/or savings into Veculim. Parts ordered and GRVd @ landed price.
3. After all of that has been done, Job is marked as completed.
4.The first thing to do after Job completion, is to Do an Internal Costing on Veculim. (Check everything from Markup, Parts supplied prices and if there should be any additionals/savings that were not added previously.)
5. If the Internal Costing (to do with Parts) has been completed, view Job Totals on the Jobs-In-Progress window to check if the Totals match up to your original/updated PDF.
6. Then create the Excel Costing. This Excel Costing (in most cases) is then sent to the Insurer for approval.
7. Then once approval is received from Insurer, Invoice the Job.
Tips on what to do to get the Costing to balance with your PDF:
It is best to handle each Costing as a separate scenario but I will do my best to give you guidelines for the Costing procedure.
- Once the Job has been completed, under normal circumstances all the Extras and Savings for the Job would have been added already
(EX: When they strip the vehicle they can't repair an item, it will need to be replaced. The SAVING and extra will be on the Jobcard already at costing stage)
- 1st step after completion would be to go to the Internal Costing window. Make sure to add all the Price adjustments to the parts (HLP/LLP) These will be listed according to the GRV information already captured.
- If there are some prices on the Parts that look incorrect, check whether all the parts Markups are correct. (Make use of the Edit Pricing Details)
- Then close the Internal Costing window and go back to the Jobs in progress window. Open your Job to change.
- Take a look at the Job Totals tab to see if it is correct. Then go to the Insurance and Debtor tab to check the Sundries is correct.
- If there is no difference, proceed to do the Excel Costing
- If there are differences, Go through the lines with your new PDF and check where the difference is coming in. If it is Labour, this can be corrected or changed on the Jobs in progress window. If it is parts, navigate back to the internal costing window to make changes or corrections on that window.
- You will have to see where the difference is coming in and what to fix.
- If there is still a difference after you have checked all of the above, Please call us for support. (Help)