Shop Supplies allow you to pass along the cost of miscellaneous parts, materials, and services that you typically wouldn't itemize.

Please Note: Depending on the state in which your shop is located, you may be required to itemize all fees like this (in which case Shop Supplies are not recommended). Please use this feature at your shop’s discretion.

Set Up Shop Supplies Default

Select the Settings icon in the bottom left corner of your screen.

Select General Settings under the Settings section on the left-hand side.

Shops can set the default for shop supplies with No Cap or with an Order Cap.

No Cap Shop Supplies

Defaulting estimates to have No Cap on shop supplies means that there is no maximum amount that can be charged to your customer.

Select No Cap under the Fees & Taxes section.

Set your shop's Default Service Value as a percentage of the parts and/or labor totals or a flat dollar amount charged to your customer. Choose to include Shop Supplies on parts, labor, or both.

Order Cap Shop Supplies

Defaulting estimates to have an Order Cap on shop supplies means that no matter how many services are included on an estimate, or how high the ticket total gets, your shop supplies will not exceed the Order Cap set.

Select Order Cap under the Fees & Taxes section.

Set your Order Level Cap and your shop’s Default Service Value as a percentage of the parts and/or labor totals or a flat dollar amount charged to your customer. Choose to include Shop Supplies on parts, labor, or both.

Select Save when you are done updating Shop Supplies settings.

Shop supplies settings will now be applied to any estimates you create moving forward. Shop supplies will only be applied to authorized services. Any services not authorized won’t have the shop supplies included in the total.

Please Note: Any changes to shop supplies settings will not affect existing estimates or invoices, only newly created orders. This is to prevent changes from incorrectly impacting your historical orders.

Shop Supplies and Canned Services

Shop supplies can also be adjusted within any of your canned services. Any canned service created prior to changing your shop supplies settings will not reflect the updated settings. You will need to manually edit your canned services if you want them to reflect the new shop supplies settings.

Related Articles

• Tax Settings

• Add Fees to an Order

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