Core Charges

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

Managing core charges includes adding core charge amounts to TireMaster, ensuring core charge information is complete and accurate, and processing core credits issued by vendors.

When you sell replacement parts to customers, you can record the core charges that the vendors assessed when you bought the items. When customers take parts off site and perform installations themselves, you can also pass core charges of your own on to them. If the customers return the original cores, the core charges can be refunded.

To record core charges

1. If you haven’t done so already, start a work order for the customer. For more information, see Create a Regular Work Order.
2. Add the replacement part to the work order and define the quantity.
Note: If you entered the item’s core cost when it was received or manually defined it in Inventory Maintenance, the Add Cores screen will appear with the core cost information. In this scenario, go to step 3b. For more information, see Maintain Core Cost Information.
3. If one of your technicians will install the part, enter the core charge issued by the vendor. If the customer will install the part instead, go to step 4.
a. Do one of the following to define the core charge amount:
Note: If the Add Cores screen appeared in step 2, go to step 3b.

Type the amount of the core charge in the Core Return field for the replacement item, and press Enter. The Add Cores screen opens.

Click Cores. When the Add Cores screen opens, type the amount of the core charge in the Vendor Core Charge field.

Note: The vendor core charge is not included on the customer’s invoice. This value is used by the Core Manager to track the credit you’ll receive when the vendor collects the core from you.
b. Click Vendor and look up the name of the supplier who sold you the item.
Note: You can disregard the entry in the Customer Core Charge field.
c. Update the reference number and note, if needed.
d. Click OK.
4. If the customer will install the part off site, collect a core charge of your own. If the part is being installed at your shop, go back to step 3.
a. Do one of the following to define the core charge you’re assessing:
Note: If the Add Cores screen appeared in step 2, then go to step 4b.

Type the amount of the core charge you want to collect from the customer in the Core Return field, and press Enter. The Add Cores screen opens with both the vendor and customer core charge fields filled in. You can disregard the amount of the vendor core charge.

Click Cores. When the Add Cores screen opens, type the amount of the core charge you want to pass on to the customer in the Customer Core Charge field. You can disregard the amount of the vendor core charge.

b. Select the Add Core Line to POS check box.
c. Click OK. A core charge is added to the customer’s work order.
5. Add additional items to the work order if needed, and complete the invoice as usual. For more information, see Complete an Invoice.

When a vendor comes to your shop to pick up the cores you’ve collected, you can process the credits that the vendor will give you for the cores. You can process credits for individual cores or a group of cores.

To process core credits

1. Open the Core Manager.
a. If the Open Work Order List isn’t already open, click Invoicing.
b. Click Core Case. The Casing Manager opens.
Note: You access the Core Manager via the Casing Manager.
c. Click Cores. The Core Manager opens. For each vendor, it lists the number of cores collected and total credit amount for those cores.
2. To view a list of cores for a vendor, do one of the following:

Select the row for the vendor and click View.

Generate a hard copy of outstanding cores. For more information, see Core Manager Reports.

3. If the information for one or more core charges is incorrect, make the needed changes. Otherwise, disregard this step. For more information, see Update Core Charges.
4. If the core charges for one or more items wasn’t entered at point of sale, add them. Otherwise, disregard this step. For more information, see Add Missing Core Charges.
5. Verify that all of the needed changes have been made by viewing a list of core charges on the screen or printing a list of outstanding cores. For more information, refer to step 2.
6. Generate credits for one or more individual vendor core charges. If you want to generate a single credit for all of the core charges issued by the vendor instead, go to step 7.
a. On the Core Manager screen, select the row for the vendor and click Edit. The Process Cores screen opens.
b. Select the check box for each core charge for which you’re receiving a credit. The total vendor credit amount is shown at the bottom of the screen.
Tip: If the vendor has several core charges, it might be easier to select the Mark All check box (upper-left) and then clear the check boxes for the cores you’re not processing at this time.
c. Click Create Vendor Credit. A confirmation message appears.
d. Click Yes. TireMaster prompts you for a credit memo or reference number.
e. Type the credit memo or reference number, and click OK. The Report Window opens.
f. Print the Charge Edit Report and close the Report Window. A confirmation message appears.
g. To close the message, click OK.
7. Generate a single credit for the all of the vendor’s core charges. If you want to generate credits for individual core charges, go back to step 6.
a. On the Core Manager screen, select the row for the vendor and click Create Vendor Credit. A confirmation message appears.
b. Click Yes. TireMaster prompts you for a credit memo or reference number.
c. Type the credit memo or reference number, and click OK. The Report Window opens.
d. Print the Charge Edit Report and close the Report Window. A confirmation message appears.
e. Click OK to close the confirmation message.
8. Process the cores for another vendor or close the Core Manager and Casing Manager screens.

If the information for a core charge is incorrect, you can update it.

To update a core charge

1. If the Core Manager isn’t already open, do the following.
a. Click Invoicing. The Open Work Order List opens.
b. Click Core Case. The Casing Manager opens.
Note: You access the Core Manager via the Casing Manager.
c. Click Cores. The Core Manager opens.
2. Select the row for the vendor whose core charge you need update, and click Edit.
3. Type the needed corrections for the core charge. To activate a field for editing, click it and then click the entry that needs to be changed.
Note: The entries in the Customer, Invoice, Description, Amount, Reference, and Note fields can be edited.
4. When you’re done making your changes, click Save & Exit.

If the core charge information wasn’t entered for an item at point of sale, you can add it from the Core Manager. There are two methods for adding core charge information from the Core Manager.

Missing core charge information can be added from the Core Manager, which lists the vendors for whom you’ve collected cores.

To add missing core charge information

1. If the Core Manager isn’t already open, do the following.
a. Click Invoicing. The Open Work Order List opens.
b. Click Core Case. The Casing Manager opens.
Note: You access the Core Manager via the Casing Manager.
c. Click Cores. The Core Manager opens.
2. Click Add. The Add Cores screen opens.
3. Type the amount of the core charge in the Vendor Core Charge field.
4. Type the quantity. Typically, it’s 1.
5. Click Vendor and look up the vendor who issued the core charge. For more information, see Vendor Searches.
6. Type a reference number, note, or both.
7. Type a description of the item.
8. If you remember which customer purchased the item associated with a core charge, click Customer and look up the customer.
9. To save the new core charge, click OK.

Missing core charge information can be added from the Process Cores screen, which lists individual core charges for a selected vendor.

Note: When you add core charges in this scenario, customer names and invoice numbers cannot be defined.

To add missing core charge information

1. If the Process Cores screen isn’t already open, do the following:
a. Click Invoicing. The Open Work Order List opens.
b. Click Core Case. The Casing Manager opens.
Note: You access the Core Manager via the Casing Manager.
c. Click Cores. The Core Manager opens.
2. Select the row for the vendor for whom a core charge is missing, and click Edit.
3. Click Add Line. TireMaster adds an empty line to the list of core charges for the vendor.
4. Type a description for the item that was sold.
5. Type the amount of the core charge issued by the vendor.
6. Type a reference number and note, if needed.
7. To save the new core charge, click Save & Exit.

If one or more core charges was added for a vendor in error, you can remove them from the Core Manager. All of the cores can be removed as a group, or you can remove individual core charges.

1. If the Core Manager isn’t already open, do the following.
a. Click Invoicing. The Open Work Order List opens.
b. Click Core Case. The Casing Manager opens.
Note: You access the Core Manager via the Casing Manager.
c. Click Cores. The Core Manager opens. For each vendor from whom you’ve collected cores, it lists the number of cores you’ve collected and the total credit amount for those cores.
2. Delete individual core charges, as needed. If you want to delete the entire group of core charges for a vendor, go to step 3 instead.
a. Select the row for the vendor whose core charges you want to remove, and click Edit. The Process Cores screen opens.
b. Select the check box for each core charge you want to remove. Then click Delete Line.
c. Click Save & Exit.
3. Delete the group of core charges you want to remove.
a. On the Core Manager screen, select the row for the vendor whose core charges you want to remove.
b. Click Delete. A confirmation message appears.
c. Click Yes.
4. Close the Core Manager and Casing Manager screens.

When a customer purchases a part from you and performs the installation off site, you can refund the core charge you assessed when the customer returns with the original core.

To refund a core charge

1. Start a work order for the customer. For more information, see Create a Regular Work Order.
2. Add the core charge item to the work order.
3. Enter the quantity for the core charge as a negative amount (-1) and press Enter. The Customer Sales History screen opens.
4. Make sure the Mark Return check box is selected.
5. Select the row for the core charge and click Return.
6. Type the core charge amount that you passed on to the customer (the amount you’re refunding) in the Parts field.
7. Type the price of the core charge that the vendor charged you in the Core Return field and press Enter. The Add Cores screen opens.
8. Click Vendor and look up the name of the vendor who sold you the item. For more information, see Vendor Searches.
9. Click OK.
10. Complete the invoice. For more information, see Complete an Invoice.