Home » Categories » 02. Shop Management 5.9 Legacy

Creating Storage Fees

The mgmt software includes a Late Fee function but that doesn�t fit this particular need of applying now without the wait for Fee Assessment Day. It is possible to use the Part mechanism to build a simple item to add to these orders whenever required. Here�s how to create the potential item:

1. Click on Setup, select Standard Descriptions; select the Category tab
2. Click Add and enter Storage Fees (or similar) and click OK to save it.
3. From there, click on Standard Tables; select the Income/Payment Types tab 4. Click on Add and enter the following: list the Income as Storage Fees, give it a UNIQUE GL code # (breaks it out on reports); click OK to save it.
5. Click on Done to close Setup areas.
6. Go to Inventory or Parts List, click Add to create a new item
7. Enter the following: 
    Part number - STR (or similar), Description: Daily Storage Fee*
    * NOTE: Be certain your item complies with state and local regulations regarding storage charges (taxable? Etc)
8. Assign it your new Category called Storage Fees (or similar)
9. Assign it your new Account Revenue entry Storage (or similar)
10. Confirm taxable status (check or un-check the tax checkbox)
11. Put a check in User Entered Sale to prevent markup activity
12. Enter the amount ($10, $20, ?) PER DAY to charge in Price field
13. Click OK to save it and ignore the vendor assignment warning

When this is applied to a customer in the form of an invoice all you�ll have do is change the Quantity field to reflect the number of days being charged for.

IMPORTANT: If you are actively charging shop supplies and/or Hazmat, you should use Order Options to turn them off for the generation of storage fees invoices.

5 (1)
Article Rating (1 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
"Cannot Locate Vehicle" - ShopCAT Button Inside Mgmt
Viewed 3011 times since Wed, Jun 11, 2008
Create a Reusable NSF Fee Item
Viewed 3140 times since Mon, Feb 23, 2009
Vehicle information not passing through from Manager to OnDemand5
Viewed 1532 times since Thu, Jul 26, 2012
Launching Manager Causes System Clock to Change
Viewed 1327 times since Wed, Aug 8, 2012
How to Download & Run 5.9 Shop Mgmt Update
Viewed 4403 times since Tue, Oct 25, 2011
Search For Vehicle By VIN #
Viewed 4494 times since Wed, Oct 8, 2008
Experts’ Schedule Advice
Viewed 3046 times since Sat, Mar 14, 2009
Mgm Locks Up After Attempt To Print Letter / Postcard
Viewed 2557 times since Thu, Jun 12, 2008
Error Code -2 Is Share Setting
Viewed 3162 times since Wed, Jun 11, 2008
Cust Followup Calling Report
Viewed 3213 times since Fri, Jul 17, 2009