Setting Up Versatile Lube Packages
Even if you are currently using the Lube Package capability in AutoFluent, this guide can help you get the most out of it and save time. When used with AutoFluent Service Data Pro, adding an oil change to the Workorder is just a couple of clicks away.
The first thing that you’ll want to do, just as you would with setting up any package in AutoFluent, is to make sure that all of the items going into the Lube Package have been added to your inventory and set up appropriately.
When you open a new Lube Package, you will see “Filter Size/Item.” This refers to the Size/Item you have your oil filters listed under in AutoFluent. The benefit of this is you can assign different oil filters to different Lube Packages, and only the filters with the matching Size/Item will be available to select from in that oil change package. For example, if you have a premium oil change that includes a premium filter, these filters can be linked to that particular lube package.
The same method can also be used for the oil type that is used in a particular Lube Package (such as regular, full synthetic, etc.). For instance, setting up an oil Size/Item of “OIL-FS” and linking it to that Lube package will make it so only the oil items in your inventory with the matching Size/Item will be available to select from in that Lube Package. Each extra step that you take when setting up a Lube Package will eliminate errors and reduce the time required later.
If you only sell certain weights of oil, you can set the system to only allow those oils to be selected when adding a Lube Package to the Workorder. To set this up, click on System Settings (the gear icon on the home screen of AutoFluent), and in the “Inventory” column, select “Oil Viscosities”. Here you can add or remove oil weights to reflect what you actually sell.
You can also add labor items to packages, and any other items like disposal or environmental fees, or even a reminder email. You can also decide if the oil change includes a specific quantity of oil and a fixed price. If you have it set up this way, any amount of oil used above what is included in the oil change will be charged to the customer. You can also select how you want the Lube Package displayed on the Workorder and invoice.
Once you have your Lube Package(s) set up, you can make them even easier to use by incorporating Service Data Pro into your workflow. When you click on your Lube Package and click on the “Service Data Pro Lube Specs” button, AutoFluent will use Service Data Pro to locate the correct oil quantity, weight and filter. By default, the system will display the OEM part number for the filter and show it as an Outside Part. If you do not stock filters, this number can be used to search for the correct filter from your integrated suppliers. If you stock oil filters, you can associate the OEM part number with a filter you stock, by entering the OEM number in the “Mfr #” field for that filter in inventory. This can also be done on the fly in a Workorder by clicking the Link to Item in Inventorybutton in the Lube Filter window. Once you have filters associated with the correct OEM number, the Lube Package will show you both the OEM number and the filters you stock that are linked to that number, and you can choose a filter from inventory for that oil change. You can also link air, cabin and fuel filters in the same way.
For more information and assistance in efficiently setting up Lube Packages or incorporating Service Data Pro into your AutoFluent System, please contact our support staff.