Removing Parts added to Major Units on the backend

A common practice by dealers is to add parts to a unit that is already in their current inventory.  Occasionally, those parts may need to be removed at the time the unit is sold.  The parts may need to be removed for a couple of reasons:

1. The customer cannot afford the added parts ( typically these parts have been done as an installed job which will increase the retail price of the unit)

2. The customer does not want the added parts 

The types of repair orders that can affect the unit when parts have been added by the Repair Order Dept are shown below to remind dealers how the removal of the parts or labor can affect the deal.

Charge to MU: Any parts or labor added to the unit will increase the cost of the unit to the dealer.  The retail price to the buyer will not change.

Installed: Parts and Labor added to the unit will increase what the customer pays for the unit.  The Dealership is still responsible to pay the taxes for the parts and labor added to the unit.

Non - Installed: This will increase the retail the customer pays for the unit.  The Dealership is still responsible to pay the taxes for the parts and labor added to the unit.

Pre - Delivery: This is used when Warranty work has to be done to a unit in stock. All parts and labor are tax exempt and cost does not change for the buyer or the dealership.

Note: When working with ANY Invoice, each user will need to click save button at least every 20 minutes.  If a user walks away from the open Invoice without saving within that 20 minute time frame changes to the Invoice will be lost!

Part 1: Verifying that parts or labor has been added to a unit before beginning a quote

Click on Major Unit Management

Search for the unit in current inventory using the filters provided. 

From the menu on the left click on Assembly Parts and Assembly Service

Any invoice numbers that show in either of these two areas indicate something has been added to the unit on the backend.  Take special note of the type of job as this will show how these additions will affect the unit being sold.

Part 2: Removing the Parts from the unit before being sold

The repair order the parts were added to must first be uncompleted.  Dealers can find the RO number under the Assembly Service screen 

Search for the invoice number under RO History

Uncomplete the RO by clicking the three dots in the upper right hand corner.

Reason: The RO must be uncompleted so that the correct changes can be made.  This also ensures that the unit cannot be sold as the changes made ( removing or adding of parts ) could affect the profit margin when the unit is sold. 

Click on Parts from the menu on the left hand side 

Click on the arrow next to the invoice number to be taken to the attached parts invoice

Return the needed part numbers 

Note: Note: As with any returned part within Dx1 if the dealership changes a default restock fee percentage it will reflect as a dollar amount in the restock fee box.  To not charge the fee it must be zeroed out.

Go back and re-complete the Repair Order ( it will now show in the open repair orders area )

The RO will now show the parts were refunded, click complete sale in the upper right hand corner 

The removed parts will now show as refunded when the dealer goes to sell the unit

Note: In the above example the parts were refunded off of the unit only without any labor being changed to the unit. In the event labor also needed to be removed the dealer would void the entire repair order. 

Support

For additional support or questions regarding functionality, you can contact our customer support team in a number of ways shown below. Again it is mandatory for dealers to get with their accounting and business departments to understand the rules and regulations for your local, state, and federal laws.