Profile Maintenance

All rate information, for a given profile, is displayed on this screen.

If you selected Default Profile this screen will be displaying the profile you currently have identified as the default profile. You should use the Select Profile function from the Administration menu if you want to change another profile.

The hourly rates, per item charges and sales tax rates on this screen will be used together with the time and price information on estimates to calculate the extended amounts on each estimate.

All facilities must have at least one profile, with one specified as the default for that facility. Customers may also have a rate profile assigned. This let's you have rates specific to a customer and/or group of customers.

This screen contains information which is mostly contained in "grids". The process of entering data in these grids is a bit different than entering data in regular fields. You change the information in a grid "cell" by clicking in the grid and then typing in what you want to enter into it. You may move around within a grid by using the arrow keys or the "tab" key. This is a big time saver when you need to enter information into several adjacent cells. For example, you can enter the hourly rates and discounts for all five Labor Rates by clicking in the first cell and typing in your rate - then just press the tab key to move to the discount cell for that labor type and enter the discount. Pressing "tab" again will take you to the hourly rate for the next labor type. It is often faster to move within grids using the "tab" and "arrow" keys instead of clicking on each cell. You can only complete entering data in one of these cells by clicking on another cell or pressing the tab key.

Some information can not be changed. For example, you may not change the name cells in the Labor Rates grid. When you click in a cell that does not allow changes nothing happens - the appearance of the cell does not change at all, and pressing "tab" will skip over that cell. When you click in a cell, that does allow updates, the appearance of the cells will change, with the top edge of the cell getting darker, as if the cell had been pressed in. When you start typing in a cell it will turn white and the letters and numbers you enter will replace what was already there.

Rates are all optional. If you leave the rate for a process equal to "0.00" the system will use zero as the rate per hour for that process. Please verify that all the rates appear to be appropriate for your profile before you save it. You may make changes to your profile at any time. You must click on the Save button each time you change the rates on a profile, if you want the changes to be kept. If you change your mind about editing a profile, click on the AdjustRite logo, to return to the Home screen without saving your changes.

This screen contains detail rates and discounts for a profile. You may enter any rate information you want to save for this profile. There are six actions you can take on this screen.

1. Click on the Delete button to remove the profile displayed on the screen. You will be prompted to confirm you want to delete the record. Be careful, this will remove this profile from your database. Once you have deleted a profile, you will no longer be able to assign it to a customer or use it on an estimate. You can't delete a profile which is checked as the default profile for a facility.
2. Click on the Clear button to clear all fields on the screen. This will let you enter another profile if you are adding information for multiple profiles.
3. Click on the Copy This Profile link to copy an existing profile. This link is located directly below the name of the profile you are maintaining at the top left of the screen. When you click on this link the screen will blank for a second and then come back displaying all the same rate information as was on the profile you just copied, but the name will now read "Copy of " + the name of the profile you just copied. For example, if you copy the Default Profile the name of the new profile will default to "Copy of Default Profile". You should click on this name and change it to whatever you want to name the new profile. Then change the rates and/or tax information to those you want to use for the new profile and Save the new profile by scrolling to the bottom of the screen and clicking on the Save button. The new profile will then be available for use on new estimates and assignment to customers.
4. Click on the Save button to save all information on the screen. Be sure to save before clearing if you want to enter information for another profile.
5. Leave the screen by clicking on the AdjustRite logo or some other function from one of the drop down menus. The current screen of profile rates, discounts and prices will not be saved if you do this without first clicking on the Save button.
6. Enter or change information on the screen

• Profile field: The profile name will be displayed here, at the top left of the Profile Maintenance screen. If you change the name of the profile and click on the Save button, the current profile will be renamed and will show up with the new name the next time you go to the Select Profile screen.
• Parts Discount: Enter the discount you want to subtract from your parts prices. This discount will be calculated in summary, with all standard parts prices showing on the estimate and the discount applied to the combined total of all parts prices.
• Truck Cover Hours and Amount: If you enter hours and/or a price here, the system will add a Truck Cover row in the Calculated Values section of each estimate when logic is applied, if the estimate includes at least 1.0 paint hour. The number of hours will show up on the truck cover line and will be added to the total body labor and multiplied by the body hourly rate for the estimate. The price will be automatically added to the Truck Cover line in calculated values and will be included in the total part price for the estimate. If you change a flat rate for truck covers, you may leave the Hours at "0" and enter your flat rate in the Amount:$ field.
• Default Profile check box: You must have one profile specified as the default profile for each facility. If you check a profile as default, that profile will now be specified as the default - if another profile had been checked as default, the check on that profile would be removed.
• Labor Rates: The name for the five types of labor rates are listed here. You may change the hourly rate and/or discount percent for any type of labor. The AdjustRite system will multiply the hourly rate by the number of hours of each type of labor and then subtract the discount percentage from that amount when the logic is applied to the estimate.
• Towing Rates: You may enter information in this grid, but it is not yet used by the estimate process.
• Calculated Labor Rates: The name for the three types of calculated labor rates are listed in this grid. You may not change the description in the Name column. You may enter an hourly rate and a discount which will be multiplied by the appropriate hours. The minimum amount will be charged on the estimate if the calculated amount is less than the minimum. The maximum amount will be charged on the estimate if the calculated amount is more than the maximum. Please note that if you leave the maximum at "0", that is exactly what will be charged for that calculated labor type on your estimates, so set the maximum to "9999" if you don't want an upper limit on how much will be calculated for a calculated labor rate.
  • Blend Time and Color Sand & Buff are separate from the rest of the Calculated labor Rates as they are treated a bit differently. For these two items you may not enter anything in either the Hourly Rate or Disc.%. The system will calculated 15% of paint hours and then compare the result against the Min and Max time for each of these items. Leave both the Min and Max at "0" for each of these items if you don't want them added to your estimates. For example, enter a Min of "0" and a Max of "2.5" for Bland Time - when an estimate has "10" paint hours it will calculate "1.5" hours (15% of 10 hours) when Logic is applied and then compare that to the Min and Max - since it is greater than the Min of "0" and less than the Max of "2.5" the 1.5 hours will be added to the estimate in the Calculated Values section. On the other hand, if the estimate has "20" hours of paint time it will add "2.5" hours of paint time, since the 15% would be "3" hours, which is more than the "2.5" hours maximum. Blend Time & Color Sand & Buff are treated separately, so if both have a Max greater than "0" both will be added when Logic is applied.
• Add On Parts Rates: Unit of measure, prices and discounts for add on parts. This includes such items as anti-freeze, adhesive and rivets. You may not change the Name or the Unit, but may enter the price and discount for each item. These prices will be used when these items are added to an estimate by using the Logic function.
• Sales Tax Rate: This is where you setup you sales tax rates. There are three tax rates, so an estimate can have both a City, County and State tax rate setup. For a Canadian profile, one of the rates will be set to "0", with the second set to PST and the third set to GST.
  • Tax Scope: Select the Scope for each tax rate. The choices are City, County, State, GST, PST and Other.
  • Taxable Items: Each tax rate may be calculated on any combination of Parts, Labor and Materials. This determines the taxable basis for that rate.
  • Tax tiers. Most tax jurisdictions use a flat tax rate, so all you need to do is enter the tax rate for that tax jurisdiction in the Rate% cell (leave the Min% at "$0.00"). Some tax jurisdictions charge different rates on small and large transactions. For example, a 3.5% tax may be calculated on the first $1000.00 of taxable basis, with a 0.5% sales tax calculated on the taxable basis over $1000.00.
  • You may also set all three rates to "0" if you do not want the estimate to calculate sales taxes.
  • Here is an example with:
    • State taxes set to charge 5.25% on Parts and Labor
    • County taxes set to charge 0.80% on Parts and Materials
    • City taxes set to charge 3.5% of the first $1000.00 of labor and 0.50% on all labor over $1000.00

• Terms & Conditions: The system will automatically be set up with default "Terms & Conditions" text. This text will automatically print at the bottom of each estimate when it is printed. You can use this feature to customize your terms and conditions for each profile.