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Setting Up Your System to Use the Estimating Functionality

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Following are instructions on how to complete all of the setups needed for the Estimating functionality to work correctly. Setups relating to the Estimating functionality should be completed in the following order:

  1. Set Up Estimating (1-6-7-1)
  2. Set Up Estimating Comments (1-6-7-2)
  3. Set Up Printer Controls (System Setup Menu-1)
Note: The information in this article simply duplicates information from several different articles. It is intended to show you all of the components necessary to set up the Estimating functionality in one article.

Setting Up Estimating

Use the following steps to activate the Estimating functionality so that it will work during invoicing:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Lubrication Setup Menu (6).
  3. Select Set Up Estimating Menu (7)
  4. Select Set Up Estimating (1) to receive a screen similar to the following.

  1. Fill in the following fields:

Activate Estimating

Type Y to turn on the Estimating function during invoicing.

Validate Final Estimate Total

Type Y to require LubeSoft to verify that the final Invoice with Estimate total does not exceed the approved Estimate amount before the Send to Cashier prompt.

Estimate Message

Type an Estimate message similar to the example shown above.

Note: To move from line to line, press [Enter].

Invoice Message

Type an invoice message similar to the example shown above.

Note: To move from line to line, press [Enter].

Federal/State Tracking Numbers

Type up to two 25-character state or federal tracking numbers and descriptions similar to the example shown above.

White Paper Estimate Copies

If you are using one of the plain paper estimate types, enter the number of copies you want to be printed.

  1. To save your changes and return to the Set Up Estimating Menu, press [F4].

Setting Up Estimating Comments

Use the following steps to set up estimating comments that will print in the comments area of the printed Estimate:

  1. Select Set Up Estimating Comments (2) to receive the following screen.

  1. To add an estimating comment, arrow down (↓) or press [Enter] to get to a specific line. Type the comments on the desired lines similar to the example above and press [Enter]. Note that the order of the estimating comments that print on the customer’s Estimate is determined by the order you select the estimating comments during the Estimating process.
Note: If you want to make an estimate comment that exceeds 30 characters, use two lines. During invoicing, the bay technicians must select both estimating comments in the correct order. For example, you could type Left Front A Frame Bushings on line 9 and Need Replacing on line 10.
  1. To save your changes and return to the Set Up Estimating Menu, press [F4].

Setting Up Printer Controls for Estimating

In order for your Estimate to print correctly, you will need to set up information specific to the Estimate printer.

Use the following steps to set up your Estimate printer information:

  1. On the Main Menu, select System Setup Menu.
  2. Select Set Up Printer Controls (1) to receive a screen similar to the following.

  1. Fill in the following fields:

Estimate Printer

Fill in this field to send the Estimate output to the correct printer. Your Estimate printer can be plugged in to a terminal, a bay client, or a computer. For example, if the estimate printer is plugged into a computer parallel port, type /dev/lp0 in this field.

Estimate Printer Initial Codes

Fill in this field to have the Estimate print correctly when it gets to the printer. The codes allow the output to flow to the printer and set the printer to the correct number of characters per inch. Type 27 and 48 as the default numbers in this field.

Estimate Printer Final Codes

Leave this field blank.

  1. After you fill in all information, press [F4] to save your changes and return to the System Setup Menu.