Setting up Type “O” Inventory Items in ISI Central Setups for Rounding Invoice Totals (Discontinuation of Pennies)

Overview 

With the U.S. government discontinuing the minting of pennies, we’ve created a process to round invoice totals, up or down, to the nearest denomination. 

Requirements 

• ISI Central Setups 

• The user creating these items needs full inventory setup permissions. 

Setting Up a Type “O” Rounding Up Inventory Item 

This process utilizes two Type “O” inventory items, one for .01 and one for -.01, with a default sales quantity of 1. This allows you to set up a positive or negative item to round the total amount of the invoice. 

1. Log in to ISI Central via https://www.isicentral.net 
2. Click on the “Setups” icon. 
3. Select “Inventory” from the left-hand menu. 
4. In the bottom left of the main screen, hover your mouse over the “Add…” button, and click on “Other”. 

5. The “Part Number” can be input as any value that makes sense. In our example, we’ll name the inventory item “UP” to be rounded up by a penny. 
6. The description is printed on the invoice. You can leave this field blank, add a description, or add a description for the technicians to see, but not print by entering an exclamation point before the description, as shown below. 

7. In our example, we will use “MIS” as the category. If you prefer to assign these items to a different category, you may do so at your discretion. 
8. “Include in Help” will default to checked. This will show the item in the [F1] pop-up menu in Classic LubeSoft, or within a drop down menu in LubeSoft Express. Unchecking this will require the technicians to know the part number to add it to a work order.  
9. Uncheck the “Include in History” checkbox. 
10. Enter “.01” for the “Retail Price”. 
11. Consult with your state laws to identify whether “Taxable” should be checked or not. 

Note: If “Taxable” is checked, due to rounding rules, there is a chance that adding or subtracting 1 cent could adjust the total invoice by 2 cents. 

12. Enter “1” for the “Default Sales Quantity”. 
13. Uncheck “Allow Fractional Quantity”. 

14. At the bottom of this page, choose “Make Available Now” if you want the part to download to stores within the next 5 minutes or click “Save” for the item to download after the store is closed for the current day. 

Setting Up a Type “O” Rounding Down Inventory Item 

1. Log in to ISI Central via https://www.isicentral.net 
2. Click on the “Setups” icon. 
3. Select “Inventory” from the left-hand menu. 
4. In the bottom left of the main screen, hover your mouse over the “Add…” button, and click on “Other”. 

5. The “Part Number” can be input as any value that makes sense. In our example, we’ll name the inventory item “DOWN” to be rounded down by a penny. 
6. The description is printed on the invoice. You can leave this field blank, add a description, or add a description for the technicians to see, but not print by entering an exclamation point before the description, as shown below. 

7. In our example, we will use “MIS” as the category. If you prefer to assign these items to a different category, you may do so at your discretion. 
8. “Include in Help” will default to checked. This will show the item in the [F1] pop-up menu in Classic LubeSoft, or within a drop down menu in LubeSoft Express. Unchecking this will require the technicians to know the part number to add it to a work order.  
9. Uncheck the “Include in History” checkbox. 
10. Enter “.01” for the “Retail Price”. 
11. Consult with your state laws to identify whether “Taxable” should be checked or not. 

Note: If “Taxable” is checked, due to rounding rules, there is a chance that adding or subtracting 1 cent could adjust the total invoice by 2 cents. 

12. Enter “1” for the “Default Sales Quantity”. 
13. Uncheck “Allow Fractional Quantity”. 

14. At the bottom of this page, choose “Make Available Now” if you want the part to download to stores within the next 5 minutes or click “Save” for the item to download after the store is closed for the current day.