ShopKey Mgmt 5.9 Module 5

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20 Terms

1
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The Estimator can be quickly opened from the keyboard by pressing Alt + M on the Order or Revision screen.

True

2
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Recommendations supply text description for need repairs and this can be marketed with Followup letters. Revisions are important because they supply the part & labor details and pricing to get actual customer approval

True

3
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Tech worksheet findings were made into Recommendations; this is best to do next, before calling the customer:

Workup Revisions for work required, providing customer with options

4
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Having a word-matching (alias file) function provides this benefit for users:

Search results no matter what name OEM uses for the part

5
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Inventory stock (ideal QOH) is calculated by which values:

Stocking Level & Reorder Point

6
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Sell Revisions screen is powerful because it allows:

All of these

7
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To access the screen to add new or edit an existing Category, which path is correct:

Setup - Standard Descriptions - Category tab

8
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During transfer of Estimator parts to Order or Revision screen, the program will pop up a Cost box. You won't be able to fill that value until the dealer is contacted by phone, fax or email.

True

9
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Recommendation(s) will be lost once the current invoice is posted, regardless of whether it was acted upon or not.

False

10
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Which of these statements is NOT true about Sublets:

Sublets include parts

11
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Checking the Confirmed checkbox in Part Item Edit window is useful when:

You want to subtract from inventory early so it doesn't get oversold

12
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To remain competitive on estimates where two labor operations may overlap, always be sure to factor this with:

Combination Times

13
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If a workstation screen is visible to customers, the Cost field in Part Item - Entry (or Edit) window can be hidden by:

Checking Display Off box

14
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With a tech (Please, Select) assigned to the labor job, Charged Hours will automatically copy into Pay Hrs & Actual Hrs fields.

True

15
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Save significant estimating time by utilizing pre-built labor descriptions included within

Estimator

16
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Popular sublets should be stored as Part Kits.

False

17
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To Search Inventory items from an existing order, it's better to go through Parts Item Entry window because then you'll have a Transfer button to get it on the order quickly.

True

18
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When you don't know the full part number for an item, you should:

Type a partial part number and then use Search to find it

19
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It is necessary to use Categories to find parts & labor items in Estimator because there is no Search function.

False

20
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Part searches CANNOT be filtered by this factor:

Last Cost