You can set up a shop supply fee that is automatically added to all estimates, repair orders, and counter sales.

• The charge is either a FLAT FEE or a PERCENTAGE of the parts and labor charges.

• The fee can be removed from individual repair orders, estimates, and counter sales.

To charge a FLAT FEE for shop supplies

1. From the Setup menu or shortcut bar, select Company Setup.

2. Select the Tax/Markups tab.

3. In the Shop Supply Charges Type drop-list, select Parts & Labor, Parts Only, or Labor Only.

   • Parts Only: Fee only applies when parts are billed to a job

   • Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a job.

   • Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a job.

4. Type the fee Amount.

5. Select the dollar sign ($) after your selection.

   • Note: The Shop Supply fee is applied to each job on an order matching the parts and labor criteria selected above.

   • The Maximum Charge field is unavailable when the dollar sign ($) is selected.

6. Select Apply Tax if the shop supply fee is taxable.

   • Supplies are a materials charge and are taxed using the parts rate.

   • If your Parts % tax rate is set at zero, then this field is disabled.

7. Click Submit.

To charge a PERCENTAGE FEE for shop supplies

1. From the Setup menu or shortcut bar, select Company Setup.

2. Select the Tax/Markups tab.

3. In the Shop Supply Charges Type drop-list, select Parts & Labor, Parts Only, or Labor Only.

   • Parts Only: Fee only applies when parts are billed to a job

   • Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a job.

   • Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a job.

4. Type the percentage Amount.

5. Select the percentage sign (%) after your selection.

6. Type a Maximum Charge.

   • Note: Do not leave this box at zero or the application assumes there is no maximum charge.

7. Select Apply Tax if the shop supply fee is taxable.

   • Supplies are a materials charge and are taxed using the parts rate.

   • If your Parts % tax rate is set at zero, then this field is disabled.

8. Click Submit.

Note: If you edit a shop supply fee that appears on any estimates or repair orders, the shop supply fee on the order is updated.

• Editing shop supply fee information does not affect cashiered and posted orders or service history.