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Configuration Questions
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Please enter your company/shop's name in the field below and answer the proceeding questions.
Alternatively, you can also click here for a printable version of these questions:
Printable Version
Company Name
*
A. Accounting / Taxes
The questions in this section REQUIRE an answer. *
1. What days of the week is your shop open? (check all that apply)
*
Monday-Friday
Saturday (all or part of the day)
Sunday (all or part of the day)
2. What Credit Cards does your shop accept? (check all that apply)
*
Visa (VI)
Mastercard (MC)
Discover (DI)
American Express (AX)
Other (i.e. Fleet Cards, Manufacturer Cards, etc.)
Please list the other Credit Card type(s) you accept:
*
3. What are your sales tax rates for each store?
*
4. Is Labor taxable in your state?
*
Yes
No
5. What is your default Labor rate?
*
6. Are there any scrap/disposal fees or taxes in your state (i.e. tire scrap tax or oil disposal tax)?
*
Yes
No
If yes, what are those fees/taxes and how much do you charge for each one (dollar amount or percentage)?
*
7. Do you charge shop supplies? If yes, are shop supplies taxable in your state?
*
Yes, and they are TAXABLE
Yes, and they are NOT taxable
No
What do you charge a Shop Supplies Fee on and how do you calculate it?
8. FET is a Federal Excise Tax placed on medium truck tires and heavy duty trailer tires by the Federal Government. Some states charges sales tax on the FET, and others do not. Does your state charge sales tax on FET?
*
Yes, FET is subject to state sales tax
No, FET is not subject to state sales tax
Other
B. A/R and Credit Management
The questions in this section are
OPTIONAL
. If your shop does not carry charge accounts, you can skip this section.
1. Do you have A/R Charge any customers (i.e. customers that carry a balance with you)?
*
Yes
No
**If your answer is yes, you will be asked additional questions. If it is no, you will be done with this section.
2. What is your Monthly Finance Rate for A/R accounts? (i.e. 1.5% per month)
*
3. What is your A/R cutoff date? The 25th or the last day of the month?
*
25th of the month
Last day of the month
4. What is the “Remit To” name and address for your A/R Statements?
*
C. Appointments / Bay Management
Wholesalers can skip this section.
The questions in this section are
OPTIONAL
. If your shop does not take appointments, you can skip this section or only answer questions you know the answer to.
1. Do you plan to use the Appointment and/or Bay Management Screens?
Yes
No
2. What time do you want the Appointment List & Bay Management screen to start?
(Default = 7am)
3. What time do you want the Appointment List & Bay Management screen to end?
(Default = 7pm)
4. Upon clicking the Appointment icon on the toolbar, which screen would you like to be the default: Appointment List or Bay Management?
Bay Management
(Default)
Appointment List
D. Commercial / Wholesale
1. Does your business have any commercial or wholesale operations?
*
Yes
No
** If your answer is yes, you will be asked additional questions. If it is no, you will be done with this section.
2. Do you deliver goods sold to customers / perform road service?
*
Yes
No
3. Do you deliver goods / perform road service to any TAXABLE customers?
*
Yes
No
4. How many taxing jurisdictions do you deliver to / perform road service in, for which you have taxable customers?
*
1
2
3
4 or more
5. Do you have customers with multiple ship-to addresses? If yes, are these multiple ship-to addresses stored in your current software system?
*
Yes, and they ARE stored in my current system
Yes, but they are NOT stored in my current system
No
6. Are your customers assigned to “Routes” in your current software system? If so, how many route assignments do you have? Are these routes currently in your software system?
*
Yes
No
7. Do you have any TAX EXEMPT customers?
*
Yes
No
8. Do you have any FET EXEMPT customers?
*
Yes
No
9. Do you have customers with government contract pricing?
*
Yes
No
*** NOTE ABOUT CUSTOMER PRICING PROFILES ***
Later in the configuration and setup process we will have a conversation with you about Customer Pricing Profiles.
These might be customer-specific pricing profiles or template-based pricing profiles. Besides general Price Codes 1-4 for inventory,
no customer-related pricing profiles are imported as part of the data conversion process and will need to be set up from scratch in HITS.
HITS has many flexible customer pricing options that we will show you and assist you in setting up.
E. B2B E-Commerce
1. Have you purchased HITS Tirelink? (HITS Tirelink is an optional E-Commerce add-on used by wholesalers)
*
Yes
No
**If your answer is yes, you will be asked additional questions. If it is no, you will be done with this section.
2. Are you currently using an e-commerce platform? HITS will attempt to use your customer’s log ins and passwords if possible. Do you have a way to retrieve your customer’s log ins and passwords for your current e-commerce platform?
*
Yes, and I CAN extract a list of my e-commerce customers' log ins and passwords
Yes, but I can NOT extract a list of my e-commerce customers' log ins and passwords
No
3. Do you manage or have access to your e-commerce domain (example- www.abctireonline.com)? If you do not, who currently manages your domain?
*
4. E-Commerce Orders alert users in the system that a new E-Order has come in. There are two methods for alerting the user. Please select which one you would like to use.
*
FORCED POP-UP: will pop-up a box telling the User a new order has come in. The User is required to acknowledge the new order. Even if the User is not using the HITS software (example- is on a website), the Pop-Up will interrupt the screen to alert to the new order.
RED FLASHING BAR: will blink in the upper-right hand corner of the HITS software, signaling to the User that there is a new order. It does not interrupt the User’s work, and the User can process the order when they are ready.
NOTE: The alert method can be set different by user. For example, Sales Staff can use the (a.)Pop-Up, while the Warehouse Manager can use the (b.)Red Flashing Bar. This can always be changed at a later date, or you can request more information if unsure.
5. In addition to the Alert functionality, E-Orders can Auto-Print to a printer in the warehouse. Would you like to be set up for Auto-Print of E-Orders?
*
Yes
No
Name
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