Shops with Repair Workflow can configure an Overall Gross Profit % as part of Sales Accounts settings. This setting tracks the overall gross profit of the repair order as a holistic value, taking into account all sales accounts on the repair order.
Additionally, shops can configure a workfile exception associated with the Overall Gross Profit %. The exception allows shops to track performance to the overall gross profit goal and can be used to prevent closing the repair order until the exception is resolved.
To configure workfile exceptions:
- Edit the Repairer profile
- On the left side of the screen, select Workfile - Exceptions
- Click Edit in the Workfile Exceptions toolbar
- Check the box next to Overall gross profit is less than target
- Set Critical Exception status and Impact Threshold
- Click Save
Notes:
- Workfile exceptions can only be configured via the desktop application at this time
- Any time the workfile total gross profit % is less than the specified percentage, an exception will exist on the workfile
- Workfile exception is flagged "critical" or "very critical" based on the defined Impact $ Threshold
- Impact $ is determined by calculating the difference Overall Gross Profit $ and Actual Gross Profit $
- The default value for Overall Gross Profit Goal % is 0.0
- User must have the following security permission to edit the Overall Gross Profit Goal % and Workfile Exception settings: Edit repairer profile
- User must have the following security permission to close the repair order if the Overall Gross Profit $ exception is set as a critical exception: Override CRITICAL performance exceptions
- User must have the following security permission to close the repair order if the Overall Gross Profit $ exception is set as a very critical exception: Override VERY CRITICAL performance exceptions