Add-Ons

With add-ons, you can automatically include additional items and services such as alignments, warranties, and disposal fees on an invoice. Using add-ons reduces the amount of time needed to create a work order, because you don’t have to add each item one at a time.

Using add-ons can help you increase sales, because they remind you to suggest additional items and services to customers. Add-ons also help to prevent liability by prompting you to recommend services that, if declined, might compromise a customer’s safety.

Note: You can determine whether add-ons are included on work orders for each of your customer types by selecting or clearing the Addons check box on the Customer/Vendor Type Edit screen.

An add-on is made up of an add-on code and one or more items. Add-on codes are displayed at the top of the Add-On Code List, and the items assigned to each of the add-on codes are listed toward the bottom . The items assigned to an add-on code are called add-on items.

Add-on codes can be assigned to one or more items in your inventory.

These items, which are referred to as parent items, are the main items that are put on work orders. Tires and oil changes are two examples of parent items. When you put a parent item on a work order, the items associated with its add-on code (the add-on items) are also included on the work order automatically. If a customer doesn’t want to purchase an add-on item, you can delete it from the work order. On the Invoice Entry screen, the lines for parent items are green and lines for add-on items are white.