Team,

 

 As discussed in our meeting last Thursday, here is the proper way of documenting Warranty Labor in Protractor. This email displays a step by step process to allocate Warranty Labor to ensure it's not affecting your Gross Profit dollars and pays the technician for labor when appropriate.

 

• Build the Repair Order package

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• First, adjust the Part Warranty line item as needed. Right Click on the part and click Warranty. 

• Pick the vendor you are purchasing the part from and write a brief description on what is wrong with the part.

 

 

 

• Click OK. This will apply a warranty price to the customer of Zero dollars on the WO.

• Next - warranty the labor. 

• Right Click the labor line and select Warranty. Make sure it is selected as Simple.

 

 

 

• When the warranty screen displays, select the vendor you will be making a labor claim against or select Telle Tire if no labor claim will be filed. Enter a brief description of what went wrong with the part.

• Select OK and it will zero out the labor cost

• When evaluating the labor line, you will still see labor time. Double click on the labor line.

 

 

 

• Delete the labor time on Hours but keep Technician Hours listed.

 

 

 

• This is how the labor line should appear once all the steps are completed. 

 

 

 

• After all steps are completed your warranty RO is finished!

• Process the RO to an Invoice once the job is completed. 

• Email the invoice to payroll@telletire.com 

• In the email you will need to identify the year, make model of vehicle. Also identify the technician that worked on the vehicle, the amount of hours it called for to do the job and a brief description on what was wrong and why it was warrantied. Payroll will fix the hours on the back end so the Technician still gets paid. Make sure there is a copy of the invoice attached to the email. 

• The Warranty Labor will go to the warranty, Pending Claims bucket. 

• Select purchases, Pending Claims, and click the vendor you will be making a Labor Claim against (If applicable)

• You will notice the labor displays $0.00 

• Double click on the labor and enter the amount ($ value) that the labor claim (if applicable) will be filed for. 

 

 

 

 

 

 

 

 

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• Once the dollar value is entered into protractor, you now have an accurate labor claim in the warranty bucket.

• Make your warranty claim with that vendor and process the labor claim like any other invoice you post. 

• Gross Profit dollars and the P&L statement will reflect accurately by following these steps. Also, the technician will get paid for their time (if applicable) and the company will get paid on the labor claim when filed. 

 

If anyone has questions in regard to this process or anything else that was communicated in this email, please do not hesitate to ask.