Configuring Parts & Services Settings

The Parts & Services module in Zuper is designed to streamline your organization’s management of parts and services. It allows you to configure and customize settings related to pricing and the organization of parts and services.

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Parts and services general settings

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Parts & Services.” Select the “Parts & Services General Settings.”

   • Part Prefix: Set a prefix for parts.
   • Inward Purchase Price Difference?: Select an option to determine how purchase price differences are handled.
   • Choose module to track Part Consumption: Select a module for tracking part consumption. You can choose the job, quote, invoice, or none.
   • Choose Job Status type to trigger Consumption (This will be visible only if you choose the option as job in the previous option): Select a status to trigger part consumption.
   • Notify if stock is running below threshold quantity?: Toggle Yes to enable notifications for low stock. Add email addresses to receive notifications. Toggle No to disable notifications for low stock.
   • Allow negative stock balance?: Toggle Yes to allow negative stock balances. Toggle No to disable stock notifications.
   • Enable markup?: Toggle to Yes to enable markup on parts.
   • Default Markup Type?: Select the markup type. You can choose flat, percentage, or Multiplier.
   • Default Pricing level for Bundle?: Select the pricing level. You can choose Bundle or Roll up.

Click Save to apply changes.

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Parts and services categories

Categories help organize parts and services for easier management.

Select the “Settings” module from the left panel. Under the “Modules,” choose the “Parts & Services.” Select the “Parts & Services Category Settings.”

Adding a New Category

• Click the + New Category button.

In the Create New Product Category dialog box:

• Category Name: Enter a name (For instance, “Plumbing”). Max 26 characters.

• Icon for Product: Optionally upload an icon by clicking Choose File.

• Category Description: Add a description (For instance, “Pipes”).

  Click “Create” to save the category.

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Parts and services locations

Locations help organize parts and services tracking for easier management.

Adding a new location

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Parts & Services.” Select the “Parts & Services Location Settings.”

2. Click the + New Location button.

3. Fill in the following details.

• Location Name (Mandatory): Enter a name for the location. Maximum 26 characters.
• Location Type ( Mandatory): Select from the dropdown (Site, Warehouse, Van, Others).
• Can FE access this location? (Mandatory): Choose an option
• Location Description: Add a brief description.
• Address: Use “Pick from map” to select an address. A map preview will display the selected location.
• Street Address ( Mandatory): Automatically filled based on the selected address but can be edited.
• Landmark: Add a nearby landmark (optional).
• City (required): Automatically filled but editable.
• State/Province: Automatically filled but editable.
• ZIP code: Automatically filled but editable.

Click Create to save the location.

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Discount and fees

Zuper makes it easy to manage discounts and fees, helping you customize pricing for your customers while ensuring accurate billing.

Adding a new discount/fees

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Parts & Services.” Select the “Parts & Services Discount & Fees Settings.”

2. Click the + New Discount/Fee.

3. Enter the discount/fee details.

• Name: Enter a name for the discount.

• Code: An optional field that is used for redemption.

• Type: Choose the discount type. This can be either % or a flat amount.

  Percentage: Set a percentage (for instance, 10%).

  Fixed Amount: Set a flat amount (for instance, $50).

Click Create to create the discount.

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Product - parts custom fields

1. Select the “Settings” module from the left panel. Under the “Modules,” choose the “Parts & Services” Select the “Parts & Services Custom Fields.”

Text

• Single-Line Input: This allows you to create a field to enter a single line of free text.
• Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

• Date Input: This allows you to create a field to select a specific date from a calendar.
• Time Input: This allows you to create a field where you can select a specific time.
• Date Time Input: This allows you to create a field where both date and time can be selected.

Selection

• Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
• Multi-Selection: This allows you to create check boxes where the provided options can be checked.
• Drop-Down: This allows you to create a drop-down field with the required list of options.

Media

• Upload: This allows you to create a file input field to upload files.

Misc

• Look up : This allows you to create a file input field to look up the products from the parts and services module.

Click “Create New” to create the “Custom Field” group.

Zuper’s Parts and Services settings let you manage your inventory and offerings effortlessly, ensuring accurate pricing and availability.