Setting Up and Using Core Tracking
Enabling Core Tracking
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Go to SETUP >> Codes >> Return Options.
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Create a Return Reason Code for CoreReturn by entering a Code (e.g., Core) and Description (e.g., Core Return) then clicking Update.
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Verify that Enable Catalog Cores checkbox is selected >> click Update.
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Make any necessary modifications to the Core Options then click Update:
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Show core/surcharge credits on documents - Determines whether you will leave the core charge and core return line items on the customer's printed documents.
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If this box is checked, the core charge line will not be removed from the document when deleting the core line item. Instead, a credit line will be added to the document to offset the charge.
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Note: This is required in some states.
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The default tax code for core/surcharge credit:
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Adding/Removing Core Charges
Adding a core charge to an Inventory Part
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Go to SETUP >> Parts.
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While adding or editing a part, check the box next to Core >> enter an amount to apply as a core charge >> click Update.
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The next time the part is added to a work document, the core charge will be added automatically as a separate line item.
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Adding a core charge to a document from an integrated parts catalog
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Look up a part in an integrated catalog (AutoZone / Nexpart).
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The associated core charge will display under the list price.
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Add the part to the document.
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The core charge will be added to the document as a line item along with the part.
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The linked part icon will appear on the CORE line to indicate that it is linked to another line item.
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Manually Adding a Core charge to a document
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Add a part to the document
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Click the Code next to the part you want to associate with the core charge.
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On the Quick Edit screen, click Add Core.
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Click Yes to confirm.
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Fill in a Core Value>> adjust the Description if necessary >> click Okay.
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The core charge will be added to the document as a line item along with the part.
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The linked part icon will appear on the CORE line to indicate that it is linked to another line item.
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Removing/crediting a core charge
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Click delete (X) on the CORE line.
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Chose one of the following:
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Delete - Remove the core charge line from the document
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Return - Add the part to the Returns Bin (continue to step 3)
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Cancel - Leave the core charge on the document
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If you selected to Return the core, the Add to Return Parts screen will appear.
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On the Add to Returns Bin screen, click the Reason dropdown and select Core Return >> click Add.
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If you have checked the Show core/surcharge credits on documents box when setting up Core Options (see setup section above), the core charge line will not be removed from the document. Instead, a credit line will be added to the document to offset the charge.
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If you have not checked the Show core/surcharge credits on documents box when setting up Core Options (see setup section above) the core charge line will be removed from the document.
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