An overview of material handling in Texada’s Rental Management suite.
In This Article
- Introduction
- Work Order Estimates
- Customer-Owned Assets
- Posting Technician Costs to the General Ledger
- Vendor Product Number Visibility
- Labor Special Pricing
- GateWay - Restrict Credit Card Payments
Introduction
‘Material Handling’ refers to a bundle of features coming to Texada’s Rental Management suite, including Work Order estimates, customer-owned Assets, Labor special pricing, and more. These features are designed to enhance Work Order functionality, making it even easier to draft and price Work Orders, maintain inventory, and track labor costs.
Keep reading to learn more about all the features included in this update, with instructions on how to enable each one. Leverage the power of material handling to empower your counter operators and streamline your workflows like never before!
Work Order Estimates
Work Order estimates are documents that allow counter operators to draft Work Orders and share their potential costs with the customer without affecting inventory or committing to performing work. Once an estimate is approved by the customer, it can be converted into a regular Work Order.
Configuration
Work Order estimates are available to all Texada customers and do not require configuration to enable.
Customer-Owned Assets
A customer-owned Asset is an Asset that is owned by one of your customers instead of your organization. Customer-owned Assets allow you to create Work Orders for Assets without registering them to your organization’s inventory.
Configuration
To enable this feature, check the “Customer Owned Equipment” checkbox on the Inventory Parameters screen in Texada SRM, located at System Maintenance → Configure System Settings → System → Company Parameters → Inventory Parameters.
Checking this box will enable the Customer Owned Asset List and Create Customer Owned Asset pages in Texada Web, as well as the Customer Owned Equipment utility in Texada SRM.
Posting Technician Costs to the General Ledger
This update introduces the capability to link Work Order labor costs to specific General Ledger (GL) accounts. This feature can provide your organization with new insights into the profitability of the Work Orders you complete.
Configuration
Enabling this feature requires some configuration in Texada SRM. For a complete walk-through, please see “Posting Technician Costs to the General Ledger”.
Vendor Product Number Visibility
To make it easier to cross-reference parts in your system with your vendors’ catalogues, we have added Vendor Product Number fields to several screens in Texada Web and Texada SRM, including:
- The Create / Edit Work Order screen in Texada Web
- The Create / Edit Invoice screen in Texada Web
- The Create / Edit Ticket screen in Texada Web
- The Work Order Parts window in Texada SRM
- The Sales Order Invoice Details windows in Texada SRM
Configuration
This feature is available to all Texada customers and does not require configuration to enable.
Labor Special Pricing
It is now possible to establish customer-specific pricing for Work Order labor in Texada SRM!
This update expands SRM’s existing Product, Group, and Class special pricing capabilities, giving you more precise control over how you charge your customers for Work Orders. Reward repeat customers with discounted rates and eliminate the need to manually override labor pricing each time you create a Work Order!
Configuration
Enabling this feature requires some configuration in Texada SRM. For a complete walk-through, please see “Labor Special Pricing”.
GateWay - Restrict Credit Card Payments
GateWay now provides the ability to disable credit card payments for serialized parts! This feature can help you manage loss of profits caused by credit card fees, while still permitting your staff to process credit card payments in Texada SRM.
Configuration
To disable credit card payments for serialized parts, open the new GateWay Administration Panel and select Settings → Store Config from the left navigation menu. Then, check the “Prohibit Texada Pay Credit Card Invoice Payments For Serialized Parts” checkbox.