Standard Service Setup Follow
Standard Services
Standard Services in Midnight is essentially a price list that serves as the primary building block to create estimates, orders, and invoices. Services allow you to build the pricing, gather the necessary information on the tasks for the work order, and establish an expected run rate for certain machine work. This service structure contains three types of information that need to be set up (the last 2 types are optional):
- General Information and Pricing for the Service
- Pricing and Run-Rate Pricing Wizards
- Volume Discounts
- Scheduling behaviors
To view/edit standard services, click on the Standard Services link in the Admin / Settings list. You will then see a list of all of the existing services in Midnight. At this point, your options are to select an
existing Service to edit it, or click on the Quick Link to Add a new Service. If you wish to print or export a list of all of the services in the system, you can do so in the reports module using the Reports->Sales Reports->Price Sheet Export Report.
Due to there being a large amount of Standard Services in Midnight, you will be using a quick link to add new Standard Services.
When you click on Add Standard Service, you will see a blank Service Pricing Setup screen:
The following fields need to be filled out for each Service:
- Service Name: Name of the Service
- Services Description: Used for Print Calculator
- Code: Code for a Service, used for selecting a service
- Service Type: Indicates what department this service is for (i.e. Data Processing, Print, Finishing,
Mailing, Fulfillment). This will determine the service department tab that your service will show under. Note that service type and department are synonymous in the application. - Service Action: determines if there are special actions to take when this service is chosen in an Estimate or Order. Default is ‘No Launch Action’ for normal price list services. Other options include ‘Launch Wizard’ and ‘Launch Calculator’
- Wizard Number: If Service Action is set to ‘Launch Wizard’, then you should specify the starting wizard number here. Wizards are used to create standard pricing and task steps, when selected they can also calculate Pricing/Run Rate Details for each step in a job.
- Wizard Number: Wizard that is utilized to calculate Pricing/Run Rate Details
- Base Price: Base price for the Service
- Min. Price: Minimum price for the Service that will always be charged independent of quantity, discounts, and customer-specific pricing.
- Unit Cost: Unit cost for the service
- Setup Fee: Enter a setup fee to be included in the line item pricing for the service.
- Run Rate: Number of pieces that can be run per hour, only used for services that will be scheduled
- Outside Service: Should be checked if service will be purchased from an outside vendor. ‘Outside’ services will show in a separate column on the Projected Sales report and Sales report.
- Template Group: Checked only if this service will be used as a master category for grouping print
product templates - Taxable: Indicates whether a service is taxable for calculating sales tax on invoices
- Commissionable: Pay commission on this service
- Active: services are active
- Change Order: This service is a Change Order services
- Billable: Change Order is Billable
- Machine Dept: A department or group of resources used with the Scheduling module in Midnight
- Machine: A machine within the selected machine department in the previous field that this service will be automatically scheduled onto. If left blank, the user will choose between all of the machines in the machine department when scheduling
- # of Helpers: used for scheduling
- Show on DJB Calendar: If checked the service will show on DJB task view grid. It’s best to be selective of which services you show as to avoid minutiae.
- Show on Shop Floor/Display View: If checked the service will show on the shop floor TV displays.
- Auto-Schedule: Indicates whether this service can be automatically scheduled using Midnight’s auto-scheduling feature
- Days: Only visible when Auto-Schedule is checked. Enter the number of Days before the Drop Date or after the Material In Date, the system should use to schedule the service
- Show on Orders Shipping Tab: Whether to display the service on the order shipping tab.
- GLID: General Ledger ID, maps to the general ledger account in your chart of accounts on your financial system if Midnight is integrated or posting to a financial system
- Item Code: Inventory Item, maps to the Inventory Items (i.e. QuickBooks) on your financial system if
Midnight is integrated or posting to a financial system - Itemization Code: Itemization Category the Service should be grouped within. Used for legacy
reporting purposes - Unit of Measure: Used for reporting purposes only
- WF Additional Service: If checked this service will be included in the additional services list within the wide-format calculator(s). it also enables the below additional values
- Unit - This is how we define what unit type this service will use as its multiplier. I.E. SqFt, Perimeter, Length, Width ect...
- $/Unit - dollar value to be used with the above unit multiplier. This value will only be used inside the wide-format calculator, not in the regular standard service.
- Print Additional Service: Indicates that the service will be able to be selected in the Print Estimating module for an entered Print item. it also enables the below additional values
- Unit - This is how we define what unit type this service will use as its multiplier. I.E. Quantity or N/A
- $/Unit - dollar value to be used with the above unit multiplier. This value will only be used inside the wide-format calculator, not in the regular standard service.
- Markup Checkbox - defines whether the user wants to mark up that service with the print item
- Active: Indicates services that are no longer actively used in estimates/orders
Volume Pricing & Preferred Vendors
Volume pricing is a part of any standard service. It provides you with the ability to have volume (quantity) discounts on different services, thereby providing a price break for increased volume.
To set up Volume pricing for a service, set the low quantity to receive a discount, and then the discount percent. In the example below, the service would receive no discount for quantities below 1000, a 25% discount for quantities between 1000 and 1800, and so forth.