For our users that incorporate sublet markup into their business, here’s how to do it. First you would need to setup the Sublet Markup in your labour contracts. To set this up you would go to Admin -> Customer Information -> Customer Labour Rates. Here you would click on the Labour Contracts tab and add…Details
Here’s a handy tip for our users for when they have to look up inactive records. For example, an employee had left the company and his record was then deactivated. A few years later that same employee returns to the company. To search for his record you would go to the Employee Record menu and have…Details
Warranty duration can be established for repairs performed on Equipment (Admin>Standard Equipment Codes>Equipment Warranty Group) and Parts (Admin>Standard Inventory Codes>Warranty Schedule) then linked to either your customer’s equipment or to parts in your inventory. This allows the system to alert you if a repair or a part may be under warranty. To get more information…Details
If the cost of a part has changed since the time you created a Purchase Order for the part, update your PO using the New Receiving button. This will allow you the opportunity to not only indicate what parts are currently being received on the PO, you can also update the cost of the parts…Details
You can choose the number of customer invoices that print by going to Admin>Corporate Profile>Update Corporate Information and selecting the Invoice Set up button. A sequence of invoice copies can be established and a unique, printable heading determined for each copy.
More information is available at Perfit Support.
For accounting purposes, a new year means establishing new accounting periods in EMDECS. Go to Financial>Standard Codes>Accounting Periods and insert a new accounting year and input the accounting periods for the year. The layout of the periods can be copied from the previous year.
Contact Perfit Support for more information.
For users who want to know the amount of savings they are receiving from their warranty claims they can generate a report to show this. Go to Inventory -> Warranty Claim -> Inquire WO Warranty. From this screen you select the appropriate date range and then hit the Print List buttom. When the report is generated the amount of money saved by warranty claims…Details
A very useful optional module is the one on the Whiteboard. This screen was created with the service team in mind and to specifically help them organize and plan their repairs. It is a simple yet powerful screen, that allows the user to enter notes for a given day. And from those notes, they can…Details
Did you know that the activities and parts of a Work Order can be copied in part or in their entirety to a new Work Order? If copying Work Order information will save you time, start by creating a new Work Order for the correct Customer and Unit. Use the History button to select a…Details
Here’s a helpful tip for users who have a different invoicing address than their shipping address. On The Issue Inventory PO Screen there is a Direct Shipping button where you can enter a different shipping address from the default address found in the supplier records.
For more information please feel free to contact Perfit Support.