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Menu Pricing

Menu pricing can be used by all interactive customers with the the i2i module . This is an additional module and is not part of the core product. Please note, your r2c contract may affect this as well as user role permissions.

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Introduction

Menu Pricing can be used to create tasks such as services and inspections that contain pre-selected parts and fluids. These bundles can be chosen on jobsheets so that the costs and individual parts and fluids are automatically added. The bundles can be at a general level or made more granular with different services and inspections based on the asset type.

Step by Step

Creating Menu Pricing Items – This guide has been broken into the below step by step sections for how to create Menu Pricing Items

Stage 1 – Adding Oils and Fluids
Stage 2 – Adding Parts
Stage 3 – Creating a Service or Inspection
Stage 4 – Linking Parts to the service or inspection
Stage 5 – Creating a Repair Catalogue

Stage 1 – Adding Oils and Fluids: – To see the steps taken to add oils and fluids to your menu pricing catalogue, click or swipe through the 6 steps below.

Step 1 - The Menu Pricing settings can be accessed the via all Modules Menu.

Step 2 - To begin, click the Oil and Fluids tab and then click ‘Add New Fluid’

Step 3 - First, choose a category and a sub-category from the list.

Step 4 - Continue to fill in the mandatory fields and give the item a code and description.

Step 5 - Enter the price, this will populate on the jobsheet when this item is chosen. Then click Save.

- You can repeat the process to add further items. Changes can also be made to the existing items using the edit icon for each line

Stage 2 – Adding Parts – To see the steps taken creating a parts catalogue, click or swipe through the 5 steps below.

Step 1 - The add a part, click the parts tab and then click ‘Add New Part’

Step 3 - Enter a part number and description.

Step 4 - Enter a quantity and price, if needed you can change the configuration so that this item only applies to specific asset types. The default option makes the part available on all asset types. Once happy with the settings, then click ‘SAVE’.

Step 5 - Any parts created will be listed in the tab, and further items can be added by repeating the process. Changes can also be made using the edit icon for each item.

Stage 3 – Creating a Service or Inspection – To see the steps taken for creating a service or inspection, click or swipe through the 9 steps below.

Step 1 - Inspections and services are created in the same way, First click the relevant tab e.g. ‘Services’ and then click the ‘ADD NEW SERVICE’ button.

Step 2 - Complete the mandatory fields, to give the service a description and code.

Step 3 - You can choose to make it mandatory for users to upload a document for this type of service. This can be useful if the work is done outside of the r2c inspect system. In which case users are prompted to upload a scanned copy of the service/inspection. If you do not require this, leave the box unticked instead.

Step 4 - If the work is to be done on the r2c Inspect system, you can then choose to link this service to an existing digital sheet. This can be one of the standard r2c service sheets or a bespoke one.

Step 5 - Next, you can choose for this service to only apply to specific asset types, makes and models. In this case asset type ‘Rigid’ has been selected.

Step 6 - Next, you can choose to enter a fixed fee for the service or add the number of hours taken to carry out this service.

Step 7 - If a fee is entered, please note that any additional parts, oils, and fluids that are added will all be 0 value, as the costs will become inclusive as part of the fee.

Step 8 - In this example the number of hours taken to complete the service has been set by asset type.

Step 9 - You can see the details set up using the drop-down arrow from the service tab. You can also add additional services or edit existing ones from here.

Stage 4 – Linking Parts to the service or inspection – To see the steps taken for adding action responses to defects, click or swipe through the 10 steps below.

Step 1 - Once the service is created you can also add parts, oils, and fluids. These will then populate as part of the service bundle when the task is added to a jobsheet. Click ‘ADD’ to begin.

Step 2 -Next, click the ‘SELECT’ button to add the individual part.

Step 3 - Enter the quantity, to set how many of the selected item should be added and then click ‘ADD PART’

Step 4 - To add further parts, repeat the process by clicking the ‘ADD’ button.

Step 5 - Once you have added the required parts, click ‘SAVE’.

Step 6 – Below is an example of how the number of hours taken to do the service and any linked parts from menu pricing, will populate on the jobsheet task.

Stage 5 – Creating a Repair Catalogue – To see the steps taken whilst creating a repair catalogue, click or swipe through the 12 steps below.

Step1 - Click the Repairs tab and then the ‘ADD/EDIT REPAIR’ button.

Step 2- If this is the first time you are adding any menu pricing items to your account, you will be prompted to create a standard. This is done once and can be named after your company.

Step 3 - First, in the Data Source field choose a name for the repair catalogue. It is good practice to include your company name. So that you can differentiate between alternative data sources created by your customers or suppliers. Click ‘SAVE & ADD SYSTEM’ to move to the next step.

Step 4 - Start by naming the system and then clicking ‘SAVE & ADD ASSEMBLY’ to move on to the next step. The System is the first selectable item within the menu, the System code is not displayed on the portal but may appear on some of the reports.

Step 5 - Now name the Assembly, this will create a subheading in the catalogue. and then click ‘SAVE & ADD COMPONENT’ to move on.

Step 6 - Next, add the component name. You can also add a component code, this can be used to search your repair catalogue. The component is the clickable item from the menu that can be added to the jobsheet.

Step 7 - The only element that we need to add here is the agreed time to carry out the repair, this will then calculate the cost on the job. If needed, you can also restrict the repair to a specific asset type. Click ‘SAVE’ to complete.

Step 8 - Alternatively, you can set this to a fixed fee option instead which will be an all-inclusive cost (labour, parts, consumables that are also added to the line)

Step 9 - To add further items, click the ‘ADD/EDIT REPAIR’ button.

Step 10 - The pop-up box now has a different interface as there are existing categories to add to.

Step 11 - You can then add new items to the existing categories.

Step 12 - Alternatively, you can build new system categories using the ‘CREATE NEW SYSTEM’ option. You can then repeat the processes and add further assembly sections and components within them.

Technical Info & Self Help

Why can't I see my repair list?

If you are unable to see a specific repair catalogue you have created, please check that you have chosen the correct data source. This is available at the bottom of the repair list menu.

Who else can view my menu pricing items?

Menu pricing items are visible to all interactive parties on the jobsheet. This means customers can see and select from their suppliers menu pricing items and vice versa.