When you first start using Profit Rhino, you may notice that you're missing a fair chunk of parts or tasks that you normally use or do. While this isn't usually the case, we understand that every company is different, and that the tasks already in Profit Rhino are not one size fits all solutions. This is why we give you the ability to create your own parts and tasks as much as you need.

The only thing is, what if you have a list of 200 unique parts from a specific manufacturer that are not in your Profit Rhino account. You certainly wouldn't want to have to create them all by hand, right? Well, there's no need to fear, because Profit Rhino has a mechanism for getting large quantities of tasks and parts into your account with ease.

The first thing you'll need to do is click the buttons directly below labeled "Part Import Template" and "Task Import Template". Clicking this will bring you to a google sheet with the proper formatting for your parts and tasks for this process. All you'll need to do is download them into an excel spreadsheet.


Now that you've got them downloaded (or copied), lets take a look at each column and break down some of the examples.


We'll start by breaking down the Task Import Template. I'm going to show you a picture of the import column vs. how the information will appear in Profit Rhino, and then talk a little bit more specifically about why it asks for that information.


                                     CREATING A TASK IMPORT (PART 1)

(If this image is too small for you, please right click on it and select "open in a new tab" that will make the image appear in a new tab at a much larger size.)

As you can see in the image above, the first four columns in the Task Import Template correlate to the first three boxes you see when you create or edit a task in Profit Rhino (and the business type assignment highlighted in red).

There isn't really much to go into with these columns as they're pretty self explanatory, but do keep the following in mind: Every task needs a business type, descriptions and marketing descriptions are optional, and watch out for the character limits where applicable.


The next section of the Task Import Template primarily deals with how you'll be pricing your task out. Be that fixed price or time & material, or the amount of labor time and etc.


                                          CREATING A TASK IMPORT (PART 2)

As stated above what we're dealing with in this section is getting your task priced out properly (parts not withstanding). In the first column, you'll need to put Yes/No for whether or not it's going to be a Time and Material task and for the next column "Fixed Price", you'll need to do the same thing.

Obviously, if a task is fixed price, it cannot be time and material and vice versa.

In the next column, set the labor time, in minutes, for your task. If this task doesn't have a labor time associated with it, just put zero.

In the last column of this section, "Fixed Cost Price", simply input the pricing for this task if you're using Fixed Pricing for it. If it is time & material, just leave it blank.

The final part of creating your task import (the last four columns), mostly deals with category assignment. There are however a few more pricing settings to handle. The following image demonstrates:

                             CREATING A TASK IMPORT (PART 3)

I haven't included an image from the task creation page in Profit Rhino, mostly because these settings are scattered a little bit.

1st. If you don't want a discount for your service agreement customers on a task when you're creating them through the task import, simply put a yes or no in the Value Rate Only column.

2nd. Enter the labor time for the add on version of this task in the Addon Time column.

3rd. List what category you'd like this task to be in in the Category column.

4th. Finally, put which Sub-Category you'd like this task to show up in.

Once you've successfully input all the information discussed above, you'll have completed a task in a Task Import. You'll need to repeat this process for every task that you'll want imported (on the same page).

Once you've got all your tasks listed out in this format, contact a Profit Rhino support team member and they will load it into your account.

IMPORTANT NOTE: You cannot assign a part to a task in the part import like this, so when we create the tasks in this way, you'll still need to go in and assign any parts you want on that task by hand.

DOING A PART IMPORT


Now that we've got the task import completed, lets talk about creating a part import. Part imports are a bit more common than task imports. The reason for this being that Profit Rhino does it's best to keep it's parts list as malleable as possible. As such, you won't find a lot of Carrier, Amana, or Lennox parts in Profit Rhino.

With that being said, by using the Parts Import Template, you'll be one step closer to implementing your branded solution in Profit Rhino.

The first thing you'll need to do is click on the Parts Import Button at the beginning of the article and download the the template as an excel spreadsheet.

Now that we've got it downloaded into an excel spreadsheet, I'm going to show you what each column represents in the part creation process in Profit Rhino.

The following image will demonstrate:


                                                CREATING A PART IMPORT

So as you can see, the columns themselves are pretty self explanatory for the most part.

1st. Business Type, as with our task import, means put down which business type this part will show up in.

2nd. Part Number is the unique part number that every part in Profit Rhino requires, so create one for your new part here.

3rd. Part Name is the actual name of the part, such as "3/4' FPT PVC Adapter"  or something similar.

4th. Cost is how much the part costs you to buy.

5th. Product Line is which product line this part is going to go in to. You can use the product lines already in Profit Rhino, or simply create your own here. Keep in mind, you'll want this Product Line to be an acronym, like ACEQ for A.C Equipment. The reason for that being that the Product Line Description is going to be the written out name.

6th. Product Line Description is the long form name of your Product Line. So if you have a Carrier product line that you labeled CACS, you should put the Product Line Description as Carrier A/C SEERS.

And there you have it, simply copy this process for the list of parts you want imported into your account and you've completed the parts import.

Once you've got all your tasks listed out in this format, contact a Profit Rhino support team member and they will load it into your account.

IMPORTANT NOTE: You cannot assign a part to a task in the part import like this, so when we create the tasks in this way, you'll still need to go in and assign any parts you want on that task by hand.

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