Benefits of Repair Task SKUs

Repair Task SKUs in The Edge is a template of tasks to help automate pricing for common and advanced jewellery repair tasks. With these SKUs, staff with all levels of knowledge can easily generate accurate repair quotes using Repair Task SKUs. These SKUs cover a broad range of services, including repairs, custom work, and manufacturing tasks, ensuring consistency and accuracy across all repair jobs

Where to access and manage Repair Task SKUs

1. Navigate to Administrative > Repair Setup > Repair SKUs.
   Here, you can view a list of active SKUs and manually add or update them as needed.

Note: The Edge is prepopulated from Go Live with an extensive list of Repair Task SKUs

Adding and Editing Repair Task SKUs

To Add a New Repair Task SKU

1. Navigate to Administrative > Repair Setup > Repair SKUs.
2. Click Add to create a new SKU.

• A blank Repair Task SKU window will appear with the General tab open.

3. Fill in the required details under the General Tab.

To Edit an Existing SKU

1. Navigate to Administrative > Repair Setup > Repair SKUs.
2. Select the SKU you want to edit, and it will open with the existing data pre-filled.
3. Make the necessary adjustments on the General Tab

IMPORTANT: Updating existing Repair Task SKUs will not affect any current repairs where this task is already in use. Changes will only apply to new repairs moving forward.

Repair Task SKU Tabs

The Repair Task SKUs feature in The Edge includes three key tabs: General, Pricing, and Recommended Parts. The General Tab is where you define the basic details of the repair task, such as the SKU, description, department, and any relevant search keys. The Pricing Tab allows you to set up the pricing structure for the task, including labour, material costs, and metal quantity. You can also define the pricing method and adjust based on tiers or flat rates. The Recommended Parts Tab lets you specify any parts that are typically used for the repair task, helping to streamline the process of adding commonly used parts to a repair order. Together, these tabs provide a comprehensive setup for managing repair tasks efficiently.

General Tab

• * Repair SKU: The unique identifier for the task.
• Alias For SKU: Use this field to link the current Repair Task SKU as an alias to another existing Repair Task SKU. If this Repair Task can be completed under a different Repair Task SKU (with similar parts or services), enter that alternate Repair Task SKU here. This allows the system to recognise both Repair Task SKUs as the same task.
• * Department: Specifies the department to which this SKU belongs, allowing for easy categorisation and reporting of repair tasks within The Edge system.
• This is a Sizing SKU: Indicates if the repair task involves resizing, a setting primarily used for ring resizing tasks. Activating this option customises certain fields for sizing-related entries.
• Makes Something Bigger: Marks that this task involves enlarging an item, such as resizing a ring to a larger size. This option is only available if "This is a Sizing SKU" is selected.
• Quantity Label: Defines the label for the quantity field specific to this task, helping users understand what quantity they should enter. For instance, if the task involves re-tipping prongs on a ring, the Quantity Label might be "Number of Prongs."
• Old Size/New Size Labels: Customises labels for the fields showing the item's original and new sizes, useful for resizing tasks. This option is available only when "This is a Sizing SKU" is selected.
• * Search Keys: User-defined keywords or phrases to make it easy to locate SKUs in the Repair, Custom, or Manufacturing screens, ensuring quick identification of specific repair tasks.
• Preserve SKU when re-importing: This feature is no longer in use and has been replaced by the updated Repair SKUs Importer Process. It will be removed in future updates.
• Start new page on Report: Ensures this SKU begins on a new page when printing the Repair Book report, useful for better organisation in print.
• Inactive: Marks the SKU as inactive, which prevents it from being available for new repair tasks without deleting it permanently.
• * Description: A required field that provides a detailed description of the repair task, appearing on job tasks and repair envelopes for easy identification.
• Notes: Optional field for additional information about the task, typically used for internal notes that do not need to be shown to the customer.

Note: Fields marked with an * in this manual are mandatory

Fill in the General Tab details before moving on to the Pricing Tab (Optional).

Pricing Tab (Optional)

Key Fields

• Method: Select the pricing method: (See Appendix A for examples)

• Each count priced at its own tier: The price is calculated for each quantity of the task, with each tier having its own price.
• Flat price each row, last row per each addl: A flat price is applied for each specified quantity, with additional quantities being counted and priced according to the final tier.
• Each count priced at best qualifying tier: The price is determined by the best pricing tier based on the total quantity.

• Up to and including quantity: Sets the quantity at which price breaks points occur.
• Parts/Labour/Other Cost: Costs to the store for parts, labour, or other materials.
• Parts/Labour/Other Price: Prices to the customer for parts, labour, or other materials.
• Total Cost/Price: Displays the overall cost to the store and the price charged to the customer.
• Minutes Allowed: Indicates the estimated time the jeweller will need to complete the task. 
• Metal: Specifies the type of metal being used.
• Quantity of Material: Shows how many grams of metal will be used for the repair.

Important: Entering details in the Minutes Allowed, Metal, or Quantity of Metal fields will override the first line of pricing if these fields are populated. Ensure these fields are only completed if you intend for them to take precedence over the initial pricing line.

On this screen you will also see the 

• Description so you can verify which task you are working on
• Metal Costing – Showing the metal cost and price per gram put in by the Repair Re-costing Tool (See Section 3. Updating Metal and Labour Costs/Prices)
• Labour Costing – Showing the Labour cost and Price per hour put in by the Repair Re-costing Tool (See Section 3. Updating Metal and Labour Costs/Prices)

Complete the Pricing Tab details as required before proceeding to the Recommended Parts Tab (Optional).

Note: All fields are optional on the Pricing Tab

Recommended Parts Tab (Optional)

• Add: Click Add to open the New Repair Part Recommendation window and input part details.
• Edit: Select a part, click Details, and edit the part information.
• Remove: Select a part and click Remove to delete it.

Complete the Recommended Parts Tab as required before finalising your SKU setup.

Note: All fields are optional on the Recommended Parts Tab

Finalising your Repair Task SKU

Once you are satisfied with your Repair Task SKU, click OK/Save & Close to save it. This will store the SKU for future use and ensure the details are available for repair transactions

Updating Metal and Labour Costs/Prices

For Repair Task SKUs that use automated pricing, metal and labour costs can be updated through the Re-Costing Utility. This ensures that the Repair Task SKUs reflect current metal and labour prices as they fluctuate.

Important: Using the Re-Costing Utility does not change previously quoted or confirmed repair/custom jobs. The updates only apply to future services.

How to Use the Re-Costing Utility

1. Go to Administrative > Repair Setup > Re-Cost Repairs.
2. Enter updated costs and prices for metals (per gram) and labour (per hour).
3. Click Recalc & Save to apply the updates to the Repair Task SKUs.

Note: If you wish to make a reference to the new cost and prices but not apply them to the Repair Task SKUs, simply click Save

Importing Repair Task SKUs

Repair SKUs are a powerful tool in The Edge, but they can be complex to set up initially. To make the process easier for initial setup or bulk changes, The Edge provides an Import Repair SKUs function. This feature allows you to import a spreadsheet (in CSV format) using a predefined template, streamlining the setup and making bulk updates more efficient.

Note: The import function does not update or import Repair Task SKUs that have already been used in the system.

How to Generate the Import Template

1. Go to Administrative > Repair Setup > Import SKU Table.
2. Set the template options

1. Max # of Search Keys 
2. Max # of Pricing Levels

Please see at the bottom of Section 4.2 Editing the Template for column definitions any further clarification on the column headers can be found in sections 2.3.1. General Tab Options & 2.3.2. Pricing Tab Options

3. Choose the file path, click Generate Template, and save the template as Template-RepairSkuImport.csv.

Editing the Template

1. Open the CSV file in spreadsheet software (e.g., Microsoft Excel).
2. Fill in the required data fields (Please see below for column definitions any further clarification on the column headers can be found in sections 2.3.1. General Tab Options & 2.3.2. Pricing Tab Options) 

Note: Ensure you do not change the column headers. Modifying headers will cause the import to fail

Notes: 

• All fields that are prefixed with * are required to have a value, all other fields can be left blank.
• Search Keys will appear as multiples dependent on the amount you selected when exporting the template
• All Price Fields will show as multiples dependent on the amount of price levels you selected when exporting the template

Importing the populated template

Once you have completed and saved the populated template, the next step is to import it into The Edge.

1. Go to Administrative > Repair Setup > Import SKU Table.

2. Click the “...” next to File name
3. Browse for your filled template and select Open.
4. Choose an import method:

1. Replace All SKUs: This will disable all current SKUs and import the new list.
2. Add to Existing: This will add new SKUs to the existing list.

5. Click Import to complete the process.

Rolling Back an Import

If you make a mistake during the Repair Task SKU import, you can roll back the most recent import:

1. Go to Administrative > Repair Setup > Import SKU Table.
2. In the bottom left corner, click Undo Prev Import to revert the last import.

Note: You can only roll back the most recent import. The system does not retain a history of all imports, so multiple rollbacks are not possible.

Printing Repair Task SKUs Book

This section explains how to print a complete listing of Repair Task SKUs along with their barcodes. This printed book provides a quick reference, allowing for easy scanning in the repair, custom, or manufacture screens. To Print the Repair Task SKUs Book

1. Go to Administrative > Repair Setup > Print Repair Book
2. You will be prompted which pricing you would like to Print
   

1. Psychological Pricing: This is a pricing approach where prices are set to appear more appealing or rounded to influence customer perception (e.g., $99.99 instead of $100). It can create a perception of value and encourage purchasing.
2. Calculated Pricing: This refers to prices determined through a precise formula or calculation, often based on specific factors like labour, materials, and quantity. Calculated pricing ensures that each item is priced accurately according to its cost and set margins.
   

3. Click Yes to print Psychological Pricing or No to print Calculated Pricing

Appendix A

Pricing Method Examples:

Scenario for all examples: A client brings in 10 watches for battery replacement. See below for explanation, calculations and screenshots for each example.

• Each count priced at its own tier: Each watch battery is priced based on the individual tier it falls into. For example, if the first five replacements are at $10 each and the next five are at $8 each, the pricing follows these tiered rates.

• Calculation: (5 x $10) + (5 x $8) = $90

• Flat price each row, last row per each additional: A single flat price applies up to a certain quantity, after which each additional item is charged at the final tier rate. For instance, if the flat rate is $50 for up to 5 batteries, then each additional battery after 5 could be charged at $5.

• Calculation: $50 + (5 x $5) = $75

• Each count priced at the best qualifying tier: All 10 replacements are priced according to the best rate based on the total quantity. If a lower price per unit applies for orders of up to 10, each battery would be charged at this discounted rate. For instance: All 10 replacements are priced at $7 each battery as this is the best qualifying tier

• Calculation: 10 x $7 = $70