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Setting Up and Using Core Tracking

Setting Up and Using Core Tracking

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Enabling Core Tracking

  1. Go to SETUP >> Codes >> Return Options.

  2. Create a Return Reason Code for CoreReturn by entering a Code (e.g., Core) and Description (e.g., Core Return) then clicking Update.

  3. Verify that Enable Catalog Cores checkbox is selected >> click Update.

  4. Make any necessary modifications to the Core Options then click Update:

    • 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.

      • 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.

      • ​Note: This is required in some states.

    • The default tax code for core/surcharge credit:

      • If your state requires that the taxes for the core are not returned to the customer when the core is credited, you should select a non-taxable tax code.

      • If your state requires taxes to be returned to the customer when the core is credited, chose a taxable tax code.

 

Adding/Removing Core Charges

Adding a core charge to an Inventory Part

  1. Go to SETUP >> Parts.

  2. While adding or editing a part, check the box next to Core >> enter an amount to apply as a core charge >> click Update.

    • The next time the part is added to a work document, the core charge will be added automatically as a separate line item.

Adding a core charge to a document from an integrated parts catalog

  1. Look up a part in an integrated catalog (AutoZone / Nexpart).

    • The associated core charge will display under the list price.

  2. Add the part to the document.

    • The core charge will be added to the document as a line item along with the part.

    • The linked part icon will appear on the CORE line to indicate that it is linked to another line item.

Manually Adding a Core charge to a document

  1. Add a part to the document

  2. Click the Code next to the part you want to associate with the core charge.

  3. On the Quick Edit screen, click Add Core.

  4. Click Yes to confirm.

  5. Fill in a Core Value>> adjust the Description if necessary >> click Okay.

    • The core charge will be added to the document as a line item along with the part.

    • The linked part icon will appear on the CORE line to indicate that it is linked to another line item.

Removing/crediting a core charge

  1. Click delete (X) on the CORE line.

  2. Chose one of the following:

    • Delete - Remove the core charge line from the document

    • Return - Add the part to the Returns Bin (continue to step 3)

    • Cancel - Leave the core charge on the document

  3. If you selected to Return the core, the Add to Return Parts screen will appear.

  4. On the Add to Returns Bin screen, click the Reason dropdown and select Core Return >> click Add.

    • 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.

    • 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.

Related Content
Returning Parts to Suppliers / Using the Returns Bin