How to Invoice a Job at a Specific Price

Invoicing a workshop job at a specific price can involve adjustments to labour rates, parts pricing, or the use of menu pricing. This guide outlines the various methods available, along with considerations to ensure accuracy and minimise financial discrepancies.

Methods to Invoice a Job at a Specific Price

1. Adjust Labour Rates

Option A: Amend Labour Rate Against the Customer Record

• Steps:
  1. Open the workshop job.
  2. Select the Customer option within the workshop job to access the customer record.
  3. Navigate to Profiles > Service Profiles.
  4. Amend the Labour Rate field as required.
  5. Click Save & Close.

Option B: Amend Labour Rate on Specific Request Lines

• Steps:
  1. Double-click the relevant request line in the workshop job.
  2. Enter the desired rate in the Special Labour Rate field.
  3. Save the changes by pressing Update.

Important Note:

• Internal Jobs: Special labour rates are not applied to internal jobs.
• To amend labour rates for internal jobs, go to:
  Workshop > Service Parameters > Labour Rates.

2. Tailor Part Values

• Steps:
  1. Go to the Parts Tab in the workshop job.
  2. Double-click the part line you wish to adjust.
  3. Modify the Sale Price by either:
     • Entering a specific sale price.
     • Applying a discount percentage.
  4. Save the changes.

3. Use Menu Pricing

• Steps:
  1. Double-click the relevant request line in the workshop job.
  2. Enter the desired total price in the Menu Price field.
  3. Allocate any required parts to the same request line.

What is Menu Pricing?

• Menu pricing sets a fixed price for a job, covering both parts and labour.
• Upon invoicing, the system:
  • Displays a discount value on the invoice report and within the nominal, which the accounts department will split accordingly between departments.

Caution:

• Be cautious with menu pricing for request lines with large labour hours or high part costs, as pricing at a lower value can result in significant losses on the invoice report.

Reviewing the Proforma

• Before finalising the invoice, review the Proforma Invoice to verify the total matches the desired charge.
• If adjustments are needed:
  • Modify the Labour Rates and/or Parts Prices accordingly.

Key Notes

• Consistency: Ensure changes align with organisational pricing policies to maintain accuracy.
• Financial Awareness: Menu pricing can create discrepancies if not managed carefully, particularly for high-cost jobs.
• Proforma Validation: Always review the proforma to confirm the final charge matches expectations.

Scenarios Where This Process is Useful

• Customising pricing for specific customer requests.
• Adjusting job prices to reflect discounts or promotions.
• Addressing discrepancies in pre-set labour or part costs.