Point Table Setup
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  1. First, you need to setup a point table(s).  Go into 6.13.3 to set this up.


  1. The first open field is for the ID of the table, and abbreviation. Type one in and press <ENTER>.


  1. Next, in field #1, put in the full description of the table then <ENTER>.


  1. In field #2 is the way the table will calculate the points.  It can be calculated by <S>ales, <C>ost, or <G>ross profit.  Enter the letter corresponding to your choice.


  1. In field #3 is the table itself.  You will put in what profit break percentage the points will be calculated upon.  For instance, say the table looked like this:


       10%   10

15%   20

20%   30

25%   40

30%   50  

   

Let us say you based the calculation on Gross Profit.  If a ticket had a 10% gross profit on part number participating in this point table calculation, then the customer would receive 15 bonus points.  If they have a gross profit of 15% they would receive 20 bonus points, and so on.


  1. After you create the table, save it by hitting <S> for save at Enter Selection on the bottom of the screen.


  1. Next, you will need to enter this table ID into each customer you desire to have this point system (you can have multiple point tables saved in the system and different customers could have different point tables, one per customer.)


  1. In 6.1.1, Customer Entry, enter the customer and then use you down arrow to go to page 3.  On line 28 you will add the point table for that customer.  Either type in the ID or enter a <?> (question mark) to look up your list of tables and put in the appropriate.


  1. Next, you will need to go into each part number and add the points for them.  Each part will be worth so many bonus points.  In 5.1.1 you can enter this information on line 28.  If a part number will yield 1 point then put the number 1 in line 28.


  1. After these 3 different things are done, you are ready to begin billing.


  1. If a customer’s bonus points are wrong, or need adjusting, you will have to go into 6.13.2 and use the adjustment menu to fix their points either higher or lower depending on the situation.  It would be the same as making a cash adjustment to an account except we are working with points and not cash.


  1. You may also choose to print the Point Report for a customer, 6.13.1.  You will be able to report on points at any time for any customer involved in the process.