How to Set Up a Lost Time Sale Code

Steps to Create a Lost Time Sale Code

    1.    Access the SaleCodes Program

            • Navigate to Settings > Administration > SaleCodes

            • Click on the ”+ SaleCode” button to create a new Sale Code.

    2.    Configure the SaleCode

            • Assign the relevant branch and departments to the Sale Code.

            • Enter a unique Sale Code Name and a general description for your Lost Time Sale Code (e.g., “NB Labor”).

    3.    Set Labor Details

            •  In the Labor section, provide a Labor Description to define the type of sale.

            •  Assign a COGS Account # that will be used to track your Lost Time labor cost.

     • Then you can assign this Lost Time type of sale to default to a Labor Rate that is set at $0.00

     • You can create a Labor Rate in the Labor Rates program. 

    4.    Mark as Internal Sale Code

            •Uncheck the “Customer Sale” checkbox at the bottom of the screen.

            This action informs the system that this Sale Code is for internal use, requiring an expense account to                         be assigned during document creation.

    5.    Enable Lost Time Tracking

            •Check the “Lost Time” checkbox.

    This ensures the system categorizes this Sale Code as a Lost Time Sale Code. These Sale Codes are automatically dispatched to all technicians and appear under the Lost Time section in the mobile service application.

    6.    Finalize and Save

            •    Review the details and click Save to finalize the new Sale Code.

Additional Configuration: Expense Code Setup

After creating the Lost Time Sale Code, follow these steps to configure an Expense Code:

    1.    Navigate to Settings > Administration > Expense Codes.

    2.    Click on the ”+ Expense Code” button to create a new Expense Code.

    3.    Assign a name and description for the Expense Code.

    4.    Point the Expense Code to the appropriate GL account you want to use for Lost Time tracking.

    5.    Save the Expense Code configuration.

How Lost Time Sale Codes Work

    •    Lost Time Sale Codes are automatically dispatched to all technicians once created.

    •    In the Mobile Service Application, Documents with these codes are categorized under the Lost Time section. 

    •    After a Lost Time document is invoiced, it is marked as complete and removed from the technicians’ service devices.