Flat Rate Catalogs

The Flat Rate Catalog Browse Screen

The Flat Rate Catalog Entry Screen

The Flat Rate Catalog Item Entry Screen

The Flat Rate Catalog Reports Screen

Flat Rate Catalog - Copy a Flat Rate

Flat Rate Catalog Data - Main Entry Screen

• Flat Rate Catalog Id: Each Flat Rate Catalog has a unique Flat Rate Catalog number up to 15 characters in length, alpha/numeric.
• Long Catalog Description: The Flat Rate Catalog description that will appear on the Flat Rate Catalog reports
• Short Invoice Description: The Flat Rate Catalog description that will appear on invoice printouts.
• Task Category: A category assignment for the task used to organize the catalog printouts.
• # of Technicians Needed: How many technicians are normally assigned to complete this task.
• Estimated Labor Hours: Based on the Labor items entered, this will show the total labor hours required to complete this task.
• Detailed Description: A memo area that allows a very detailed description of the work this task is to perform.
• Pricing Totals: Totals are maintained for the costs, pricing, and margins based on the entered labor and material items.

Flat Rate Catalog Data - Item Entry Screen

• Item: Inventory item number from the company inventory listing or a vendor price list.
• Type: The item type, either Labor or Materials.
• Taxable: Is this item taxable, Yes or No.
• Quantity: Number of items to use on this task.
• Cost: The unit cost of the item.
• Extended Cost: The quantity times the cost of the item.
• Price: The sales price of the item.
• Extended Price: The quantity times the price of the item.
• Line: Assign line numbers to reorganize the appearance of the items in the order you wish. The default is 0.

To enter a new Flat Rate Catalog:

1. From the Lists menu, choose Flat Rate Catalogs.
2. In the Flat Rate Catalog Browse window, choose the New button at the bottom right.
3. Enter a unique Flat Rate Catalog Id for this new Flat Rate Catalog. The Flat Rate Catalog number may be up to 15 characters in length either alpha or numeric. Use whatever is easiest for your company to assign and remember. If the number has been already used by the system, a caution window will appear explaining that another number should be chosen.
4. Fill in the remainder of the Flat Rate Catalog screen with the information your company needs to keep on file. For explanations about the Flat Rate Catalog screen refer to the Flat Rate Catalog data section.
5. Add all Labor and Material items needed for this Flat Rate Catalog. Items may be pulled from the Company Inventory listing or the Vendor Price Lists. For explanations about the Flat Rate Catalog screen refer to the Flat Rate Catalog data section.
6. When you have completed your entries, choose the Ok button to save the information.
7. Choose the Cancel button if you wish to cancel the Flat Rate Catalog entry.

To edit a Flat Rate Catalog:

1. From the Lists menu, choose Flat Rate Catalogs.
2. In the Flat Rate Catalog Browse window, choose the Edit button at the bottom right.
3. Edit the Flat Rate Catalog information as needed.
4. When you have completed your entries, choose the Ok button to save the information.
5. Choose the Cancel button if you wish to cancel any changes to the Flat Rate Catalog record.

To delete a Flat Rate Catalog:

1. From the Lists menu, choose Flat Rate Catalogs.
2. In the Flat Rate Catalog Browse window, choose the Delete button at the bottom right.
3. Choose the Yes button to delete the Flat Rate Catalog record.
4. Choose the No button if you do not wish to delete the Flat Rate Catalog record.

To preview / print a Flat Rate Catalog reports:

1. From the Lists menu, choose Flat Rate Catalogs.
2. In the Flat Rate Catalog Browse window, choose the Flat Rate Catalog Reports menu option at the upper left.
3. In the Flat Rate Catalog Reports window, choose the Flat Rate Report to print. The options are:
   1. Customer Price List - Summary - By Task Number
   2. Customer Price List - Summary - By Category
   3. Customer Price List - Detailed - By Task Number
   4. Customer Price List - Detailed - By Category
   5. Office Price List - Summary - By Task Number
   6. Office Price List - Summary - By Category
   7. Office Price List - Detailed - By Task Number
   8. Office Price List - Detailed - By Category
4. Choose the print range of Flat Rate Catalogs. The options are a) all Flat Rate Catalog, or b) by selected range. If by selected range, you may choose the beginning and ending Flat Rate Catalog for the report.
5. Choose the Print Report button.
6. The print preview window will appear.
7. Choose the page view buttons to size the previewed report, and the page navigator buttons to scroll forward and backward the report pages.
8. Choose the printer speed button to print the report. The printer dialog box will appear. Make any changes necessary. You may change the number of copies, page range, and the designated printer.
9. Choose the Ok button to send the report to the printer.
10. Choose the Close button to end the print preview.